From: Barrett, Paul Sent: Tuesday, May 1, 2012 8:04 PM To: Epstein, Jeffrey ([email protected]) Cc: Giuffrida, David Subject: RE: $2.59mm of WAMU 04-AR3 B2 @ 62-16 (10% yield / 6.26 durn) =body lang="EN-US" link="blue" vlink="purple"> Jeffre= We have 1.8MM cash in the Haze Trust. I would l=ke to spend $1MM on this mortgage and 800K on a new oil trust coming out=2E Will walk you through the details. =OD Also we have $3MM=of the Chevron Market Plus note that will likely pay out a 10.6% coupon =n mid May. Underlying was up 5%. So did well. Will look for some =OA ideas for the $3.3MM. Paul =OA &nbs=; Paul Barrett, CFA =OA Managing Director Global Investment Opportunities Group =p class="MsoNormal">JPMorgan Private Bank 320 Park Avenue, 14th Floor, New York, NY 10022=/p> EFTA_R1_01355518 EFTA02362584