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EFTA02593982

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From: jeffrey E. <[email protected]> Sent: Tuesday, November 11, 2014 1:34 PM To: Richard Joslin Subject: Re: hasn't julie been fired On Tue, Nov 11, 2014 at 8:25 AM, =ichard Joslin <mailtc » wrote: LRN shares (K 12 Inc). RD and I contacted transfer agent and now RD is w=rking with KUE outside counsel to get shares quantities confirmed and re-i=sued if necessary. The transfer agent records do not match the amount we s=ould have received (nor is the name on file the holder of record (LBF Holdings)) and transfer=agent has not received insruction to deliver to broker. Once we get =uantity and other transfer agent issues cleared up, we will mpve to broker=and sell. RD is contacting outside counsel again today for follow up I rec'd the last of 3 IT outsource proposals yesterday. Second=meetings with all concluded last week and EA/ LD included in second meetin=. I will summarize differences and take one firm out of running (cos= 3x). Plan was to discuss internally today/ tomorrow for final selection. Cost — 10% cheaper than current=provider with same/ improved coverage. Foundation has been funded with appreciated stocks and these positions h=ve been liquidated. There are 1648 shares of United Rentals that are=restricted. RD is sending paperwork to LDB to sign today to clean these sh=res up. Once the paperwork is provided to broker and they release the restriction (move the shares to=type 2 account) then transfer to Foundation will begin. There are a =ouple of loss positions worth < $3K that need to be sold. RD is to prov=de shares and ticker to EA today so that clearance/ compliance apporval can begin. I'd like to have the a=counting group be invilved in this to gain familiarity with the Apollo com=liance process. There is a worthless position that JPM will purchase for $1 to take off their books (Scienta is the name of the company - no longer on pink sheets or OTC BB) RD has pap=rwork for this for LDB to sign today. 401k - call with specia

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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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