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EFTA00836903

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From: Richard Kahn To: "Jeffrey E." <[email protected]> Subject: Fwd: TRS on AAPL Date: Fri, 08 Jan 2016 21:36:47 +0000 Inline-Images: Mail_Attachment.gif; Mail_Attachment(1).gif I spoke with Daniel and Vahe regarding SFL going long AAPL via TRS Terms would be very similar to discussion from Oct 2014 I) Notional: 250,000 shares of AAPL 2) Tenn: 1 year 3) Interest: 1 month libor (42 basis points) + 75 basis points (settlement will be quarterly) Open Points that need your guidance 4) Collateral: 35% of Notional (assume aapl 97 x 250,000 = 24,250,000 x 35% = 8,487,500 -> DB asked for cash and i proposed using stock which would require 2x or 16,975,000 -> since trade is in AAPL we cannot use that stock - other large positions to use for collateral Bank of New York 250,000 shares x 37.13 = 9,282,500 General Motors 97,525 shares x 29.52 = 2,878,938 Apollo 263,157 shares x 14 = 3,684,198 Healthnet 25,000 shares x 66.29 = 1,657,250 5) Purchase via a limit order on price or Volume Weighted Average Price (can be done for day or 5, 10 minute or any window of time) Please advise Thank you Richard Kahn HBRK Associates Inc. 575 Lexington Avenue 4th Floor New York, NY 10022 tel fax cel Begin forwarded message: From: Daniel Sabba Subject: TRS on AAPL - creating synthetic long exposure [C] Date: October 24, 2014 at 12:18:05 PM EDT To: jeevacation@ mail.com Cc: Paul Morris < , Vahe Ste avian >, Stewart Oldfield c EFTA00836903

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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