EFTA01187655Set 9
2014-02-2334p15,228w
people were paying in fees didn't seem egregious. But many managed funds
underperform index funds over the short and longer hauls, net of fees. Which is to say, most ... from the sample — almost 8o percent of actively managed funds don't beat simple
index funds over 10 to 15-year periods.
• Survivorsonly • Sunivers plus %WO' Ards
15-yoar avMwaOn ... also say that
EFTA01187675
you're choosing between two investments: the lowest-cost index fund with a o.o8 percent fee, and a
typical managed stock fund with, according to Morningstar
https://www.justice.gov/epstein/files/DataSet%209/EFTA01187655.pdf
EFTA00806635Set 9
2017-12-3116p3,793w
Utilities 22,304.09 31,238.00 1.25 % 2.52 % 786.00
■ Diversified International Equities
ISHARES MSCI INDIA INDEX FUND 800.00 23,400.32 36.07 28,856.00 1.16 % 1.09 % 314.31
VANGUARD FTSE ALL-WORLD ... INDEX FUND 1,500.00 48481.37 54.72 82,080.00 3.29% 2.66% 2,182.35
VANGUARD FTSE DEVELOPED MARKETS ETF 2,800.00 10%489.58 44.86 125,608.00 5.04 % 2.77 % 3,479.00
■ Total Diversified ... VANGUARD FTSE ALL-WORLD EX US INDEX FUND 172.00 7,204.38 54.72 9,411.84 6.32% 2.66% 250.24
■ Total Diversified International Equities 13,392.82 17,296.84 11.62 % 2.54 % 439.88
■ Equity Puts
https://www.justice.gov/epstein/files/DataSet%209/EFTA00806635.pdf
EFTA00611654Set 9
2014-04-1650p20,780w
deliver cash by selling your shares in a Treasury-backed money market fund, stock index fund
shares, or even the bank's own shares. A bank can originate and sell ... value of the 500 (communication). There was no such thing as an
index fund, so stock sales faced informational illiquidity and large bid-ask spreads (financial
innovation). And transactions costs ... this "need" obsolete. We can now
know exactly the prices of Floating-value securities. Index funds, money market funds, mutual
funds, exchange-traded funds, and long-term securitized debt have
https://www.justice.gov/epstein/files/DataSet%209/EFTA00611654.pdf
EFTA01205772Set 9
2015-03-153p1,287w
most people shouldn't
even try to beat the market: Just pick low-cost index funds, assemble a balanced and appropriate portfolio
for your specific needs, and give ... advance." And that, in a
nutshell, is the kernel of the argument for buying index funds.
A version of this article appears in print on March 15, 2015, on page ... advance." And that, in a
nutshell, is the kernel of the argument for buying index funds.
3 age of 3
EFTA01205774
https://www.justice.gov/epstein/files/DataSet%209/EFTA01205772.pdf
EFTA02719167Set 11
2015-03-153p1,286w
most people shouldn't
even try to beat the market: Just pick low-cost index funds, assemble a balanced and appropriate
portfolio for your specific needs, and give ... advance." And that, in a
nutshell, is the kernel of the argument for buying index funds.
A version of this article appears in print on March 15, 2015, on page ... advance." And that, in a
nutshell, is the kernel of the argument for buying index funds.
3IPage of 3
EFTA_R1_02175190
EFTA02719169
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02719167.pdf
EFTA00662171Set 9
2015-04-1977p10,155w
suggesting
that most people sshouldn'teven try to beat the market: Just pick lowcost
index funds, assemble a balanced and appropriate portfolio for your
specific needs, and give ... advance. And that, in
a nutshell, is the kernel of the argument for buying index funds. As much
as mutual funds will tell you that their strategies employ science
https://www.justice.gov/epstein/files/DataSet%209/EFTA00662171.pdf
EFTA01205723Set 9
2015-04-1938p12,057w
suggesting that most people
sshouldn'teven try to beat the market: Just pick lowcost index funds, assemble a balanced and
appropriate portfolio for your specific needs, and give ... advance. And that, in a
nutshell, is the kernel of the argument for buying index funds. As much as mutual funds will tell you
that their strategies employ science
https://www.justice.gov/epstein/files/DataSet%209/EFTA01205723.pdf
EFTA02719125Set 11
2015-04-1931p11,024w
that most people sshouldn'teven try to beat
the market: Just pick low-cost index funds, assemble a balanced and appropriate portfolio fo= your specific needs, and
give ... advance= And that, in a nutshell, is the kernel of the argument for buying index
funds. As much as mutual funds will tell you that their strategies employ science
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02719125.pdf
EFTA00843178Set 9
2018-04-032p394w
Here is where things stand: On 6/26, Stone Ridge launched a market-cap weighted index fund of digital assets, DGTLX. Stone Ridge
is now accepting Friends and Family investments.
Attached ... Bank is Administrator. Davis Polk is Fund Counsel
Important reminder: it's an index fund, and not surprisingly has had a nice run since inception given performance of the underlying
https://www.justice.gov/epstein/files/DataSet%209/EFTA00843178.pdf
EFTA02468933Set 11
2018-04-184p1,632w
Here is where things stand: On =/26, Stone Ridge launched a market-cap weighted index fund of digital assets,
DGTLX. =tone Ridge is now accepting Friends and Family investments.
Attached ... Administrator, Davis Polk is Fund Counsel
Important reminder: it's an index fund, and not surprisingly has =ad a nice run since inception given
performance of the underlying =ssets
Happy
https://www.justice.gov/epstein/files/DataSet%2011/EFTA02468933.pdf
EFTA01279852Set 10
2014-09-016p1,768w
VALUE $100.090 $151,135.90 30.2% $144,016.38 $7,119.52 $3,060.77 2.0%
INDEX FUND
m CUSIP - 464287598
Z 2,674.0000 PRGFX T ROWE PRICE GROWTH STOCK ... SHARES
M 09/30/14 ISHARES RUSSELL 1000 VALUE $718.72
INDEX FUND
REGULAR DIVIDEND 09/30/14 OF .47597
0 ON 1,510 SHARES
m Total Dividends $863.47
72: Trustee/Agent Compensation
H 09/22/14 FIFTH
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01279852.pdf
EFTA00065989Set 9
2002-04-2638p11,008w
banc ranted, opinion vacated, 967 F.3d 1285
(11th Cir. 2020) 11
Index Fund, Inc. v. Ins. Co. of N. An:.,
580 F.2d 1158 (2d Cir. 1978) 23
Innes v. Dalsheim ... most significant contacts and
greatest interest governs the construction of a contract. See Index Fund, Inc. v. Ins. Co. of N.
Am., 580 F.2d
https://www.justice.gov/epstein/files/DataSet%209/EFTA00065989.pdf
EFTA00099352Set 9
2002-04-2638p10,958w
banc ranted, opinion vacated, 967 F.3d 1285
(11th Cir. 2020) 11
Index Fund, Inc. v. Ins. Co. of N. An:.,
580 F.2d 1158 (2d Cir. 1978) 23
Innes v. Dalsheim ... most significant contacts and
greatest interest governs the construction of I contract. See Index Fund, Inc. v. Ins. Co. of N.
Am., 580 F.2d
https://www.justice.gov/epstein/files/DataSet%209/EFTA00099352.pdf
EFTA01034015Set 9
2019-03-274p785w
from
an instructor pilot ... Read More o
Why aren't more people wealthy from index funds? Typically,
wealthy people are from either business ownership, real
estate or high paying corporate ... start at age 22 and put $1,000 a month into an indexed fund of
EFTA01034016
the DOW or S&P 500 ... Read More »
Why didn't the US convert
https://www.justice.gov/epstein/files/DataSet%209/EFTA01034015.pdf