---
title: "House Oversight: Estate Documents (Nov 12) (HOUSE_OVERSIGHT_016732)"
source: "House Oversight: Estate Documents (Nov 12)"
sourceUrl: "https://www.justice.gov/epstein"
date: "2026-01-01"
category: "House Oversight"
eftaNumber: "HOUSE_OVERSIGHT_016732"
ocrPages: 1
ocrChars: 1940
ocrElapsed: 0.0
parseTier: "external-legacy"
engine: "engine undisclosed (ep-nov-12.greg.technology mirror)"
externalSource: "greg-ep-nov-12"
externalLicense: "not granted"
externalCredit: "ep-nov-12.greg.technology"
externalUrl: "https://ep-nov-12.greg.technology"
---

OGE Form 27Be (March 2014)
Instructions for Part 7
Filer's Name
Note: This is a public form. Do not include account numbers, street addresses, or family member names. See instructions for required information.
Page Number
34 of 42
Part 7: Transactions
#
Description
Type
Date
2 BOSTON P GL LG/SH EQ-INST
3 LORD ABBETT SHRT DUR INC-F3
4 BLACKSTONE ALT MULTI-STRAT- Y
5 JPMORGAN BETABUILDERS CANADA ETF
6 IPMORGAN BETABUILDERS CANADA ETF
7 SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND
8 JPM SHRT-INT MUNI BND-I
FUND 3602
9 SIX CIRCLES TAX AWARE ULTRA SHORT DURATION FUND
10 SIX CIRCLES INTERNATIONAL
UNCONSTRAINED EQUITY FUND
11 JPMORGAN BETABUILDERS CANADA ETF
12 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND
13 JPM SHRT-INT MUNI BND-I
FUND 3602
14 ISHARES BARCLAYS 1-3 YEAR TREASURY BOND FUND
15 ISHARES CORE MSCI EAFE ETF
16 FIDELITY 500 INDEX FD-AI
17 JPM SHRT-INT MUNI BND-I
FUND 3602
18 PIMCO SHORT-TERM FD-INSTL
19 FIDELITY 500 INDEX FD-AI
20 AMER FNDS T/E BND FND AM-F3
21 ISHARES CORE MSCI EAFE ETF
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Purchase
Amount
16-Nov-2018
09-Nov-2018
09-Nov-2018
26-Oct-2018
26-0ct-2018
26-Oct-2018
26-Oct-2018
26-0ct-2018
26-Oct-2018
13-Aug-2018
17-Jul-2018
17-Jul-2018
13-Jun-2018
27-Feb-2018
27-Feb-2018
27-Feb-2018
27-Feb-2018
12-Feb-2018
30-Jan-2018
25-Jan-2018
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1.001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1.001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1.001 - $15,000
$1.001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
* J.P. Morgan is the sole Trustee. Donald J. Trump retains an income interest only in the Family Trusts and has no investment decision authority.
HOUSE_OVERSIGHT_016732