Epstein Files

EFTA01375549.pdf

dataset_10 PDF 114.7 KB Feb 4, 2026 1 pages
Adviser Select Spectrum Asset Management / Principal Portfolio Date 331:2016 Portfolio Date: 3i31/2016 Portfolio Date 3'312016 .AA 3.0 = Industrials 5.5 +0-1 561 A 2.5 'Financials 868 1-2 17.9 BBB 55.8 •Telecom Services 6.4 2-3 14.7 BB 27.2 --Utilities 1.3 3-4 11.3 B 4.4 Total 100.0 0.0 Not Rated 7.0 •5-6 0.0 Total 100.0 6-7 0.0 •7-8 0.0 8-9 0.0 11.12 0.0 Total 100.0 Name: Mark Lleb Portfolio Date: 3/3112016 Title: Executive DireclonChrel Financial Officer Joined Firm: 1987 Education: MBA, UnNersay of Hartford •1-3 Yr 12.3 Prior Experience: Founder- 081. Preferred Management 3-5 Yr 0.0 Name: Phillip Jacoby 5.7 Yr 32.5 Title: Managing DteclorrSenix Portfolio Manager/CIO 7-10 Yr 29.2 Joined Firm: 1995 Education: BA. Boston College 10.15 Yr 14.6 Prior Experience: Senior VP- USL Centel Corporation 15-20 Yr 0.0 • 20-30 Yr 11.3 30• Yr 0.0 Total 100.0 Performance *shown tom gross and net of tees Net of fee returns retied de:archon of the maximum I 1% annual fee Data frequency is monmly and all performance eta and analysts is for the penod ending as of current quarter end unless otherwise nchcated Deutsche Bark Wealth Management These docurnents are for use in one-cnone nem presentations Page 3 cI 5 CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0071061 CONFIDENTIAL SDNY_GM_00217245 EFTA01375549

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dataset_10/cb85/EFTA01375549.pdf
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Feb 4, 2026