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Boston Partners

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HOUSE_OVERSIGHT_016735.jpg

This document is page 37 of 42 from Donald J. Trump's OGE Form 278e financial disclosure. It lists 20 financial transactions (purchases) made between January and December 2018, primarily consisting of mutual funds and ETFs (including J.P. Morgan, BlackStone, and iShares products). A footnote clarifies that J.P. Morgan is the sole trustee with investment decision authority, while Trump retains only an income interest. The document bears a 'HOUSE_OVERSIGHT' Bates stamp, suggesting it is part of a congressional inquiry, potentially related to J.P. Morgan's broader practices.

Oge form 278e (financial disclosure report)
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_016732.jpg

This document is page 34 of Donald J. Trump's OGE Form 278e financial disclosure report, marked with House Oversight Bates stamp 016732. It details 20 purchase transactions made between January and November 2018 involving various investment funds (JPMorgan, Six Circles, iShares, etc.), mostly in the $1,001–$15,000 range. A footnote explicitly states that J.P. Morgan is the sole Trustee and Trump retains only an income interest with no investment decision authority.

Oge form 278e (financial disclosure report)
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_016729.jpg

This document is page 31 of an OGE Form 278e (financial disclosure) filed by Donald J. Trump. It details 19 financial transactions within 'Family Trust 1' occurring between March and December 2018. All transactions are purchases of various investment funds (ETF, Bond Funds, Equity Funds) in the range of $1,001 - $15,000. A footnote specifies that J.P. Morgan is the sole trustee and Trump has no investment decision authority.

Government financial disclosure form (oge form 278e)
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_016728.jpg

This document is page 30 of 42 from a financial disclosure form (OGE Form 278e) filed by Donald J. Trump. It lists various assets held in 'Part 6: Other Assets and Income', primarily investment funds and a US Bank cash account, with values generally ranging between $1,001 and $50,000. A footnote indicates that J.P. Morgan is the sole Trustee of the Family Trusts holding these assets, and Trump has no investment decision authority.

Government financial disclosure form (oge form 278e)
2025-11-19
Analysis Source

HOUSE_OVERSIGHT_016724.jpg

This document is page 26 of 42 from Donald J. Trump's OGE Form 278e (financial disclosure). It details 'Part 6: Other Assets and Income,' specifically listing investment holdings (rows 18-36) such as mutual funds, bonds, and a cash account with US Bank. Values range from 'None (or less than $1,001)' to '$15,001 - $50,000', and a footnote clarifies that J.P. Morgan serves as the sole Trustee for the Family Trusts where Trump retains income interest but no decision authority.

Oge form 278e (financial disclosure report)
2025-11-19
Analysis Source
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