EFTA Document EFTA01942913

To: Jeffrey epstein ([email protected])[jeffrey epstein (jeeyacation©gmail.com)]; [email protected][[email protected]] From: Boris Nikolic Sent: Tue 1/7/2014 9:18:36 PM Subject: FW: Trade Details and Research Since I got money from Bill I started trading (I did not want to leave them just sitting in a checking account) and almost all pits are made are doing great! See email below. For example Epizyme that I invest 2-300K is today up over 80% FMI finally moved up 5% - and is only non-performer in my portfolio. But the rest is doing so well that they are asking me how it is possible. I placed only in company that I understood in my field of knowledge (healthcare, IT, big data) Nevertheless, I must be super careful — I placed 50% of money in Index portfolio — and they are now recommending some changes — what do you think? Is it worth doing Index? Talk soon B EFTA_R1_00403108 EFTA01942913 From: Mahaffey, Jordan [mailt Sent: Tuesday, January 7, 2014 To: Boris Nikolic Cc: Wolf, Lisa; Hennessy, Miguel E Subject: RE: Trade Details and Research Hi Boris, Hope all is well. I want to congratulate you on your recent Epizyme pick! It's up 80% today to 36.47 (your cost basis is 21.17). Likewise, I'm pleased to report that one of the positions we recommended, Expedia, is up 40+% since you invested on favorable travel trends and innovations around big data utilization. Away from the individual names, we are scheduled for our next phase-in to the Index ETF portfolio. Per our original plan, we would advise the following additions to your equity portfolio: • S&P 500 ETF (SPY, U.S. Large Cap): +$400k in brokerage and $25k in IRA • S&P Mid Cap ETF (IJIL U.S. Mid Can): +$200k in brokerage and $12k in IRA • Nasdaa 100 ETF (000. U.S. Technoloav): +$200k in brokerage and $12k in IRA • MSCI EAFE ETF (EFA. Developed International): +$400k in brokerage and $25k in IRA o This is our first purchase of this ETF — We are becoming increasingly convicted in the strength of the European recovery and feel strongly in a core allocation to developed markets outside of the US. "EFA" is a broadly diversified, low cost ETF offering exposure to Europe, Japan, and Australia. We understand that you've been busy traveling through the holiday season. When you have a free moment, we are happy to discuss your existing portfolio and the above ETF proposal. Please don't hesitate to reach out: 212-464-2360. All the best. Jordan EFTA_R1_00403109 EFTA01942914 Jordan Mahaffey, CFA, CAIA Investment Specialist J.P. Morgan Private Bank 270 Park Ave.. 27th FIr New York NY 10017-2014 EFTA_R1_00403110 EFTA01942915