Certain Relevant Documents*

  1. Tolling and Forbearance Agreement, dated November 6, 2013, between JPMorgan Chase & Co. and the RMBS Trustees.


  2. List of RMBS Trusts that are not covered by the Tolling and Forbearance Agreement.


  3. JPMorgan Chase & Co. settlement offer, dated November 15, 2013 ("Settlement Offer").


  4. Gibbs & Bruns letter to the RMBS Trustees concerning JPMorgan Chase & Co's Settlement Offer, dated November 15, 2013.


  5. Revised List of RMBS Trusts that are not covered by the Tolling and Forbearance Agreement (as of January 17, 2014).


  6. January 13, 2014 Extension of Acceptance Date under Settlement Offer and Forbearance Period and Trustee Tolling Period under Tolling and Forbearance Agreement.


  7. Revised List of RMBS Trusts that are not covered by the Tolling and Forbearance Agreement (as of March 6, 2014).


  8. March 4, 2014 Extension of Acceptance Date under Settlement Offer and Forbearance Period and Trustee Tolling Period under Tolling and Forbearance Agreement.


  9. Tolling Agreement, dated May 23, 2012.


  10. Tolling Agreement, dated September 21, 2012.


  11. Tolling Agreement, dated November 15, 2012.


  12. Tolling Agreement, dated May 17, 2013.


  13. Gibbs & Bruns LLP asserts that the tolling agreements dated May 23, 2012, September 21, 2012, November 15, 2012, and May 17, 2013 (collectively, the "Gibbs & Bruns Tolling Agreements") apply to all RMBS trusts listed in Exhibit A to the Settlement Offer. JPMorgan Chase & Co. contends that the Gibbs & Bruns Tolling Agreements apply only to 231 RMBS trusts, 149 of which are among the trusts listed in Exhibit A to the Settlement Offer. List of 149 trusts.


  14. June 6, 2014 Extension of Acceptance Date under Settlement Offer and Forbearance Period and Trustee Tolling Period under Tolling and Forbearance Agreement


  15. Preliminary Estimated Settlement Allocations. The foregoing document was prepared by one of the RMBS Trustees' expert advisors, is for informational purposes, and does not reflect a determination to accept or reject the Proposed Settlement Agreement with respect to any of the RMBS Trusts. The preliminary estimated allocation amounts set forth in the foregoing document are indicative as of July 18, 2014 and have not been adjusted pursuant to Section 3.10 of the Proposed Settlement Agreement.


  16. Expert Report of the Honorable Anthony J. Carpinello (Ret.), dated May 5, 2014.


  17. Expert Report of the Honorable Anthony J. Carpinello (Ret.), dated May 27, 2014.


  18. Expert Report of Prof. Alan Schwartz, dated May 27, 2014.


  19. Expert Report of the Honorable Anthony J. Carpinello (Ret.), dated June 20, 2014.


  20. Expert Report of Jeremy E. Reifsnyder, Boston Portfolio Advisors, Inc., dated July 12, 2014.


  21. Expert Report of Faten Sabry, PhD, National Economic Research Associates, Inc., dated July 17, 2014.


  22. Expert Report of Daniel R. Fischel, Compass Lexecon, dated July 17, 2014.


  23. Supplemental Expert Report of Daniel R. Fischel, Compass Lexecon, dated July 26, 2014.


  24. Extension of Acceptance Date of the Modified Proposed Settlement Agreement and of the Forbearance Period and the Trustee Tolling Period, If Applicable, with respect to Certain RMBS Trusts and Loan Groups.


  25. Executed Modified Proposed Settlement Agreement with respect to the Accepting Trusts and Loan Groups.


  26. List of Accepting Trusts and Loan Groups.


  27. List of Not Accepting Trusts and Loan Groups.


  28. Letter Regarding Final Accepting Trusts and Loan Groups, dated October 1, 2014.


  29. Letter Regarding RMBS Trust Settlement Agreement, dated October 6, 2014.


  30. Letter Regarding Waiver of Right to Exclude Certain Loan Groups, dated March 13, 2015.







*The RMBS Trustees make no representations or warranties, either expressed or implied, concerning the accuracy, completeness, reliability, or suitability of any information contained in any document on this site that was not prepared by the RMBS Trustees.