Epstein Secrets

ortfolio Services, LLC ing 50000000 40 Ergen, Charles Deposits 50000000 40 200000 Ergen, Charles Br

report1420653544161 >25% Pipeline Customer Name Opportunity Name ue Revenue Wanek Trust of 2000 Brokerage ns) 5000000 - 0 Wanek, Karen A. JTWROS Brokerage ns) 5000000 - 0 Black, Leon D. KCP Proposal 0.75 Brokerage (Commissions) 50000000 Patriot Strategy Partners Patri

- 1 M 66666666 DINAN, JAMIE RELATIONSHIP ERGEN, CHARLES RELATIONSHIP - 1 M 66666666 FELDSTEIN, ANDREW R

2/31/2015 75 Structured Notes 3000000 Flat Fee - 90000 Morris 0 IF(G25="BPS",125*(K25/12),125)=90000 IF(G25="BPS",125,0)=0 JTWROS Brokerage Wanek, Karen A. 12/31/2015 90 Brokerage 5000000 BPS 20 10000 Morris 1 IF(G26="BPS",126*(K26/12),126)=833.3333333333333 IF(G26="BPS",126,0)= 10000

3mm so far this week. They are expecting to get that total over $100mm shortly, and will likely put some of it into short-dated CDs. Huge thanks to Charlie and Artie for the conversations they've had with these clients over the last few weeks, and to Cynthia for working tirelessly with the relevant DB t

: deposit progress [I] Classification: For Internal use only Epstein/Southern Financial DBNY accounts will be funded with $50mm tonight Third lake/Wanek have sent over $23mm so far this week. They are expecting to get that total over $100mm shortly, and will likely put some of it into short-dated CDs