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ts 0 Other Most of those assets are invested in: El Equities El Fixed Income &Cash El Alternative Investments 0 Other Check only one selection for Investment Time Horizon, Primary Liquidity Needs, and Secondary Liquidity Needs Investment Time Horizon: 0 Less than 1 year 01-5 years 06-10 years g Greater than 10 years
ner of 10% of a public corporation's stock: 0 Yes El No It yes, name of person Name of corporation If yes, Is the corporation traded publicly on a U.S. Stock exchange? 0 Yes 18) No I, my spouse, immediate family member who receives material support from me or gives material support to me, or an individu
tments 00ther Most of those assets are Invested in: Equities El Fixed Income & Cash M Alternative Investments 0 Other Check only one selection for Investment Time Horizon, Primary Liquidity Needs, and Secondary Liquidity Needs Investment Time Horizon: 0 Less than I year 0 1-5 years 06-10 years rE3 Greater than 10 ye
owner of 10% of a public corporation's stock: 0 Yes gi No If yes, name of person Name of corporation yes, is the corporation traded publicly on a U.S. Stock exchange? 0 Yes 03 No I, my spouse, immediate family member who receives material support from me or gives material support to me, or an individua
ative Investments 00ther Check only one selection for Investment 77me Horizon, Primary Liquidity Needs, and Secondary Liquidity Needs O 6-10 years Investment Time Horizon: O Less than 1 year O 1-S years Greater than 10 years Primary Liquidity Needs: °Short Term O Medium Term El Long Term O None Secondary Liqui
er of 10% of a public corporation's stock: O Yes @ NO If yes, name of person Name of corporation If yes, Is the corporation traded publicly on a U.S. Stock exchange? O Yes No I, my spouse, immediate family member who receives material support from me or gives material support to me, or an individual
Cash 0 Alternative Investments °Other Check only one selection for Investment ?Imo Horizon, Primary Liquidity hoods, end Secondary Uquidity needs Investment Time Horizon: Greater K kg than 10 years Less than 1 year O 1.5 years 0 6.10 years Primary Uquldity Needs: [(Short Tenn O Medium Term IN Long Term O Non
er of 10% of a public corporation's stock: O Yes 0 No If yes, name of person Name of corporation If yeS, Is the corporation traded publicly on a U.S. Stock exchange? O Yes kg No I, my spouse, immediate family member who receives material support from me or gives material support to me, or an individual
Entities connected to both Investment Time Horizon and U.S. Stock
B. Affiliations
ORGANIZATION
Justin Trudeau
PERSON
NELSON
PERSONJPMS Brokerage and Investment Management
ORGANIZATIONTrust/Estate Total Net Worth
ORGANIZATION
Jeffrey Epstein
PERSON
JPMorgan Chase
ORGANIZATIONSouthern Trust Company
ORGANIZATIONJ.P. Morgan Entities
ORGANIZATIONMorgan's Private Bank or Private Wealth Management
ORGANIZATIONJUSTIN Banker/Investor
ORGANIZATIONInvestment Management Accounts
ORGANIZATIONINC Title
ORGANIZATIONJUSTIN Banker
ORGANIZATION