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From: "Peter L. Corsell" To: Jeffrey Epstein Subject: Fwd: inStream - Series A Preferred and Convertible Note Investor Update Date: Sat, 18 Apr 2015 17:08:16 +0000 Attachments: Buckingham-BAM announces selection of inStreamn logo.pdft inStream_-_WSJ- _ _ _ Advisor Perspectives-Bob_Veres_Article.pdft Final_-_Investor_Update_Letter -_10-28- 14.pdf And here is relatively recent inStream investor communication. The BAM video illustrates the high level of customer enthusiasm inStream is seeing from RIA firms... Original Message Subject:inStream - Series A Preferred and Convertible Note Investor Update Date:Tue, 28 Oct 2014 12:09:55 -0400 From:John Wotowicz To:John Wotowicz Dear inStream Series A Preferred and Convertible Note investors, The last 4 months have been both very busy and productive for inStream. In summary, the company is now well positioned to realize significant growth on all levels in 2015. The highlights are as follows: Sales On October 20th, Buckingham Asset Management/BAM Advisor Services, one of the country's largest independent wealth management enterprises announced that it had selected the inStream planning-centric wealth management software platform to serve the more than 370 advisors representing the more than 140 client firms in its network. This announcement was the culmination of a nine month, 50+ meeting/call enterprise sales effort involving the entire inStream team and is a true "game change?' due to both Buckingham/BAM's size and its stature as one of the leaders in innovation in the wealth management arena. This strategic partnership was announced at the BAM Alliance 2014 Annual Conference by BAM Managing Director Al Sears who devoted nearly 2 minutes of his 45 minute "5 Year Strategic Vision" presentation to inStream. The press release is attached and video of Al Sears' announcement is accessible at the following link: http://vimeo.com/110146066. With Mercer Global Advisors and Buckingham/BAM, inStream, in its

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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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