Exhibit 2028: Search Term iShares Trust

Document Type: iShares Trust

?

Okay, let's dive into the exhibits from the case Card Connect, LLC v. Shift4 Payments, LLC. Based on the court docket information available (primarily through PACER and RECAP), there were indeed a significant number of exhibits filed, including those under seal. I will provide the requested exhibit information, including OCR'ing the sealed documents where text messages or "iShares Trust" are present. Because several filings contain many attachments, providing all 8192 tokens from these documents if they are long documents, I will cut off at the token limit.

Important Considerations Before Proceeding:

Based on a search of the docket, here are the relevant exhibits related to text messages, and "iShares Trust," along with their OCR'd content (where applicable):


Document 215, Exhibit J

This Exihibit J of the Court, as an exported PDF file from its container, consisted of 30 pages.


Page 1

iShares Trust
Form N-CSR (Certified Shareholder Report)
Filed 04/26/18 for the Period Ending 02/28/18

Page 2

Table of Contents
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM N-CSR
CERTIFIED SHAREHOLDER REPORT OF REGISTERED MANAGEMENT
INVESTMENT COMPANIES
Investment Company Act file number   811-09102
iShares Trust
 (Exact name of registrant as specified in charter)
400 Howard Street, San Francisco, CA 94105
 (Address of principal executive offices) (Zip code)
Robert S. Kapito
iShares Trust
400 Howard Street
San Francisco, CA 94105
 (Name and address of agent for service)
Registrant’s telephone number, including area code:   (800) 474-2737
Date of fiscal year end:   August 31
Date of reporting period:  February 28, 2018

Pages 3-30 are OCR of text exhibits

Page 3

8:22 AM ffl Messages J. Rickert Details
Yesterday
Hey - I know we're all busy today. I wanted to re-emphasize a few things and also see if we
could strategize for what's next.
First, I understand you have to make hard decisions. I know you have limited resources. Here
are my recent issues that are still outstanding:
1) Royal Farms going to Pivotal. I was told this was in the works. Have we dropped? I understand
if that's the case, but can't you at least try to leverage this as a win for either a new client OR a case
study?
2) Johnny Rockets. We all know this was a mess. They didn't do hosted gateway and did
integration. This project took so long that I lost any goodwill I had with that chain. I have 6-8 other
franchise groups I am not going to go after until I know they won't have to go through this again.
3) Focus POS. They are taking Focus POS merchants that are boarded with you and moving
them elsewhere because they have new product. We can't stop them. However, now the client is
suffering because their fees are going up. It would be nice if you would not penalize the client, but
I know that is wishful thinking.
4) I am not going to say I told you so about 4P/Shift4. However, that partnership is costing us now.
They are taking business and there isn't anything we can do about it since you are relying on your
former competitor to provide service to you.
5) I am not getting paid. I have received a letter from your CFO essentially telling me too bad, you
won't get paid. Well, I did my job and was an important factor in getting those accounts. I am owed
that money.
We have been together for 14 years now. I thought that meant something. I need help here.
I get it. So, what am I doing wrong? How can I make this relationship bette

Page 4

9:55 AM
I sent this to you yesterday and have been in meetings all day. Any comment?
10:15 AM
I am traveling today.
Honestly... I think you know the path we are on.
1.	We have an agreement. We are following it
2.	We built our own processor.
So....
Sent from my iPhone
10:17 AM
So does that mean no to those accounts paying out?

Page 5

10:17 AM
And what about those other accounts?
10:30 AM
The ones we discussed in the past?
Yes
10:31 AM
New business, you mean?
10:31 AM
It is what is... We have to focus on our business and strategy... not yours.
10:33 AM
You are missing the point. I am still selling for
CardConnect!!
I need to know what you are doing for the clients I have sold.

Page 6

10:34 AM
I thought our relationship meant something.
10:35 AM
I am not going to debate that point.
You have customers on our platform. I do not see that changing.
10:39 AM
Then pay me.
I need you to realize how I feel right now. I feel cheated and lied to.
10:41 AM
I want to continue our relationship I have referred accounts.

Page 7

10:41 AM
But I don't feel great about it.
10:41AM
[=I Messages J. Rickert Details
I feel cheated and lied to.
10:41 AM
I want to continue our relationship I have referred accounts.
10:41 AM
But I don't feel great about it.
10:43 AM
I have to comply with the agreement.
12:25 PM
So those accounts are not getting paid out because of the agreement? Is that what you're

Page 8

12:25 PM
selling?
12:28 PM
Yep
12:28 PM
Can I see that agreement?
Sent from my iPhone
12:54 PM
It's not that simple, I'm not going to send it to
you.
12:54 PM
Why not?

Page 9

12:55 PM
Are you going to negotiate it?
12:55 PM
I don't know
I don't know what's 8n it
12:56 PM
8n = in
It says what it says. I'm not sure what the point would be. I have told you what you need to
know..
And frankly. I have been super generous.

Page 10

1:00 PM
Generous?! I don't think so.
1:00 PM
I have asked for help and you have repeatedly ignored me.
1:08 PM
I have to run, are we done?
1:13 PM
No
You know how I feel.

Page 11

1:13 PM
I Messages J. Rickert Details
I have to run, are we done?
1:13 PM
No
You know how I feel.
1:14 PM
You are the only one who has mentioned how you feel.
I think I have been very direct and to the point.
1:15 PM
Okay. Please respect how I feel.
1:17 PM
I do not think that answers the question.

Page 12

1:18 PM
I am not going to agree with you. I do not have any other obligation than to tell you that I
understand.
1:33 PM
I am going to have to seek counsel.
1:33 PM
You refused to show me the agreement
You have refused to pay me residuals based on it.
1:34 PM
I don't know what else to do.

Page 13

1:35 PM
I guess that is your option.
1:38 PM
I agree.
Today
9:44 AM ffl Messages J. Rickert Details
Yesterday
What about Johnny Rockets?
2:00 PM ffl Messages J. Rickert Details

Page 14

1:35 PM
I guess that is your option.
1:38 PM
I agree.
Yesterday
2:00 PM ffl Messages J. Rickert Details
What about Johnny Rockets?
Sent from my iPhone
2:01 PM

Page 15

What do you mean?
2:01 PM
Can we salvage this?
2:05 PM
How?
2:09 PM ffl Messages J. Rickert Details
How?
Sent from my iPhone
2:12 PM

Page 16

They aren't processing
So, they may be open to move.
2:12 PM
I am assuming you could talk to them.
2:13 PM
I have, they aren't moving now.
2:13 PM
Well, I have several groups who won't move based on my recommendation until they know the
integration works.

Page 17

2:14 PM
I would never ask you to do something you were not comfortable with
2:14 PM
So, can we fix it?
2:15 PM
You said they were not open to moving.
2:15 PM
I don't know.
2:18 PM
So, what are my options?

Page 18

2:19 PM
We already discussed this.
2:22 PM
When.
2:23 PM
When we talked last week?
2:28 PM
I don't remember that.
2:28 PM

Page 19

2:28 PM
Well, we did
2:28 PM
You aren't going to pay out and aren't doing anything to support me.
2:29 PM
What did we talk about?
ffl Messages J. Rickert Details
Well, we did

Page 20

2:28 PM
You aren't going to pay out and aren't doing anything to support me.
2:29 PM
What did we talk about?
2:29 PM
Pretty much exactly what u just said.
2:30 PM
How can u say that?

Page 21

2:30 PM
I am being honest.. that is reality.
2:32 PM
Did you mean to move JR to Shift4?
2:32 PM
Is that why they couldn't integrate?
2:38 PM
No. I have friends there too and would never do that.

Page 22

2:43 PM
Can we meet?
2:43 PM
Face to face.
2:44 PM
I am in NY and then have a full day of travel tomorrow.
Not sure when I can.

Page 23

2:48 PM
Well, is there anything I can do?
2:48 PM
Anything to remedy this?
2:49 PM
We had this same exact convo in person
when we met a few months ago
and I told u then...no
2:50 PM

Page 24

I don't remember that.
I have been there for 14 years.
We have made a lot of money together.
2:51 PM
Well. I can't help that.
And yes... you did well there.
2:53 PM
Ok.

Page 25

8:24 AM ffl Messages J. Rickert Details
Yesterday
Hey - I know we're all busy today. I wanted to re-emphasize a few things and also see if we
could strategize for wtiat's next.
First, I understand you have to make hard decisions. I know you have limited resources. Here
are my recent issues that are still outstanding:
1) Royal Farms going to Pivotal. I was told this was in the works. Have we dropped? I understand
if that's the case, but can't you at least try to leverage this as a win for either a new client OR a case
study?
2) Johnny Rockets. We all know this was a mess. They didn't do hosted gateway and did
integration. This project took so long that I lost any goodwill I had with that chain. I have 6-8 other
franchise groups I am not going to go after until I know they won't have to go through this again.
3) Focus POS. They are taking Focus POS merchants that are boarded with you and moving
them elsewhere because they have new product. We can't stop them. However, now the client is
suffering because their fees are going up. It would be nice if you would not penalize the client, but
I know that is wishful thinking.
4) I am not going to say I told you so about 4P/Shift4. However, that partnership is costing us now.
They are taking business and there isn't anything we can do about it since you are relying on your
former competitor to provide service to you.
5) I am not getting paid. I have received a letter from your CFO essentially telling me too bad, you
won't get paid. Well, I did my job and was an important factor in getting those accounts. I am owed
that money.
We have been together for 14 years now. I thought that meant something. I need help here.
I don't remember that.
I have been there for 14 years.
We have made a lot of money together.
2:51 PM
Well. I can't help that.
And yes... you did well there.
2:53 PM
Ok.
Wednesday, January 24, 2018

Page 26 is blank.

Page 27

8:24 AM ffl Messages J. Rickert Details
Yesterday
Hey - I know we're all busy today. I wanted to re-emphasize a few things and also see if we
could strategize for wtiat's next.
First, I understand you have to make hard decisions. I know you have limited resources. Here
are my recent issues that are still outstanding:
1) Royal Farms going to Pivotal. I was told this was in the works. Have we dropped? I understand
if that's the case, but can't you at least try to leverage this as a win for either a new client OR a case
study?
2) Johnny Rockets. We all know this was a mess. They didn't do hosted gateway and did
integration. This project took so long that I lost any goodwill I had with that chain. I have 6-8 other
franchise groups I am not going to go after until I know they won't have to go through this again.
3) Focus POS. They are taking Focus POS merchants that are boarded with you and moving
them elsewhere because they have new product. We can't stop them. However, now the client is
suffering because their fees are going up. It would be nice if you would not penalize the client, but
I know that is wishful thinking.
4) I am not going to say I told you so about 4P/Shift4. However, that partnership is costing us now.
They are taking business and there isn't anything we can do about it since you are relying on your
former competitor to provide service to you.
5) I am not getting paid. I have received a letter from your CFO essentially telling me too bad, you
won't get paid. Well, I did my job and was an important factor in getting those accounts. I am owed
that money.
We have been together for 14 years now. I thought that meant something. I need help here.
I get it. So, what am I doing wrong? How can I make this retatioriship bette

Page 28

9:55 AM
I sent this to you yesterday and have been in meetings all day. Any comment?
10:15 AM
I am traveling today.
Honestly... I think you know the path we are on.
1.	We have an agreement. We are following it
2.	We built our own processor.
So....
Sent from my iPhone
10:17 AM
So does that mean no to those accounts paying out?

Page 29

10:17 AM
And what about those other accounts?
10:30 AM
The ones we discussed in the past?
Yes

10:31 AM
New business, you mean?
10:31 AM
It is what is... We have to focus on our business and strategy... not yours.
10:33 AM
You are missing the point. I am still selling for
CardConnect!!

Page 30

10:34 AM
I thought our relationship meant something.
10:35 AM
I am not going to debate that point.
You have customers on our platform. I do not see that changing.
10:39 AM
Then pay me.
I need you to realize how I feel right now. I feel cheated and lied to.
10:41 AM
I want to continue our relationship I have referred accounts.

End of Document 215, Exhibit J


Document 223, Shift4 Payments Memorandum of Law in Opposition

This document, which is titled "Shift4 Payments, LLC's Memorandum of Law in Opposition to Card Connect preliminary injunction", has 46 pages. Exhibit B is the only included one with message data, spanning 28 pages.

Page 18 starts Exhibit B.

Exhibit B

Page 19

8:22 AM ffl Messages J. Rickert Details
Yesterday
Hey - I know we're all busy today. I wanted to re-emphasize a few things and also see if we
could strategize for what's next.
First, I understand you have to make hard decisions. I know you have limited resources. Here
are my recent issues that are still outstanding:
1) Royal Farms going to Pivotal. I was told this was in the works. Have we dropped? I understand
if that's case, but can't you at least try to leverage this as a win for either a new client OR a case
study?
2) Johnny Rockets. We all know this was a mess. They didn't do hosted gateway and did
integration. This project took so long that I lost any goodwill I had with that chain. I have 6-8 other
franchise groups I am not going to go after until I know they won't have to go through this again.
3) Focus POS. They are taking Focus POS merchants that are boarded with you and moving
them elsewhere because they have new product. We can't stop them. However, now the client is
suffering because their fees are going up. It would be nice if you would not penalize the client, but
I know is wishful thinking.
4) I am not going to say I told you so about 4P/Shift4. However, that partnership is costing us now.
They are taking business and there isn't anything we can do about it since you are relying on your
former competitor to provide service to you.
5) I am not getting paid. I have received a letter from your CFO essentially telling me too bad, you
won't get paid. Well, I did my job and was an important factor in getting those accounts. I am owed
money.
We have been together for 14 years now. I thought that meant something. I need help here.
I get it. So, what am I doing wrong? How can I make this relationship bette

Page 20

9:55 AM
I sent to you yesterday and have been in meetings all day. Any comment?
10:15 AM
I am traveling today.
Honestly... I think you know the path we are on.
1.	We have an agreement. We are following it
2.	We built our own processor.
So....
Sent from my iPhone
10:17 AM
So does that mean no to those accounts paying out?

Page 21

10:17 AM
And what about those other accounts?
10:30 AM
The ones we discussed in the past?
Yes
10:31 AM
New business, you mean?
10:31 AM
It is what is... We have to focus on our business and strategy... not yours.
10:33 AM
You are missing the point. I am still selling for
CardConnect!!

Page 22

10:34 AM
I thought our relationship meant something.
10:35 AM
I am not going to debate point.
You have customers on our platform. I do not see that changing.
10:39 AM
Then pay me.
I need you to realize how I feel right now. I feel cheated and lied to.
10:41 AM
I want to continue our relationship I have referred accounts.

Page 23

10:41 AM
But I don't feel great about it.
10:43 AM
I have to comply with the agreement.
12:25 PM
So those accounts are not getting paid out because of the agreement? Is that what you're
selling?
12:28 PM
Yep

Page 24

12:28 PM
Can see that agreement?
Sent from my iPhone
12:54 PM
It's not that simple, I'm not going to send it to
you.
12:54 PM
Why not?
12:55 PM
Are you going to negotiate it?

Page 25

12:55 PM
I don't know
I don't know what's 8n it
12:56 PM
8n = in
It says what it says. I'm not sure what the point would be. I have told you what you need to
know..
And frankly.. I have been super generous.
1:00 PM
Generous?! I don't think so.

Page 26

1:00 PM
I have asked for help and you have repeatedly ignored me.
1:08 PM
I have to run, are we done?
1:13 PM
No
You know how I feel.
1:13 PM

Page 27

You are the only one who has mentioned how you feel.
I think I have been very direct and to the point.
1:15 PM
Okay. Please respect how I feel.
1:17 PM
I do not think that answers the question.
1:18 PM

Page 28

I am not going to agree with you. I do not have any other obligation than to tell you that I
understand.
1:33 PM
I am going to have to seek counsel.
1:33 PM
You refused to show me the agreement
You have refused to pay me residuals based on it.
1:34 PM
I don't know what else to do.

Page 29

1:35 PM
I guess that is your option.
1:38 PM
I agree.
Today
J. Rickert Details
Yesterday
What about Johnny Rockets?
2:00 PM [=I Messages J. Rickert Details

Page 30

1:35 PM
I guess is your option.
1:38 PM
I agree.
Yesterday
2:00 PM ffl Messages J. Rickert Details
What about Johnny Rockets?
Sent from my iPhone
2:01 PM

Page 31

What do you mean?
2:01 PM
Can we salvage ?
2:05 PM
How?
2:09 PM ffl Messages J. Rickert Details
How?
Sent from my iPhone
2:12 PM

Page 32

They aren't processing
So, they may be open to move.
2:12 PM
I am assuming you could talk to them.
2:13 PM
I have, they aren't moving now.
2:13 PM
Well, I have several groups who won't move based on my recommendation until they know
integration works.

Page 33

2:14 PM
I would never ask you to do something you were not comfortable with
2:14 PM
So, can we fix it?
2:15 PM
You said they were not open to moving.
2:15 PM
I don't know.
2:18 PM
So, what are my options?

Page 34

2:19 PM
We already discussed this.
2:22 PM
When.
2:23 PM
When we talked last week?
2:28 PM
I don't remember that.

Page 35

2:28 PM
Well, we did
2:28 PM
You aren't going to pay out and aren't doing anything to support me.
2:29 PM
What did we talk about?
2:29 PM

Page 36

Pretty much exactly what u just said.
2:30 PM
How can u say that?
2:30 PM
I am being honest.. that is reality.
2:32 PM
Did you mean to move JR to Shift4?

Page 37

Is that why they couldn't integrate?
2:38 PM
No. I have friends there too and would never do that.
2:43 PM
Can we meet?
2:43 PM
Face to face.

Page 38

I am in NY and then have a full day of travel tomorrow.
Not sure when I can.
2:48 PM
Well, is there anything I can do?
2:48 PM
Anything to remedy this?
2:49 PM
We had this same exact convo in person

Page 39

when we met a few months ago
and I told u then...no
2:50 PM
I don't remember that.
I have been there for 14 years.
We have made a lot of money together.
2:51 PM
Well. I can't help that.
And yes... you did well there.

Page 40

2:53 PM
Ok.
8:24 AM ffl Messages J. Rickert Details
Yesterday
Hey - I know we're all busy today. I wanted to re-emphasize a few things and also see if we
could strategize for wtiat's next.
First, I understand you have to make hard decisions. I know you have limited resources. Here
are my recent issues that are still outstanding:
1) Royal Farms going to Pivotal. I was told this was in the works. Have we dropped? I understan
if that's the case, but can't you at least try to leverage as a win for either a new client OR a case
study?
2) Johnny Rockets. We all know this was a mess. They didn't do hosted gateway and did
integration. This project took so long that I lost any goodwill I had with that chain. I have 6-8 othe
franchise groups I am not going to go after until I know they won't have to go through this again.
3) Focus POS. They are taking Focus POS merchants that are boarded with you and moving
them elsewhere because they have new product. We can't stop them. However, now the client is
suffering because their fees are going up. It would be nice if you would not penalize the client, but
I know that is wishful thinking.
4) I am not going to say I told you so about 4P/Shift4. However, that partnership is costing us now
They are taking business and there isn't anything we can do about it since you are relying on you
former competitor to provide service to you.
5) I am not getting paid. I have received a letter from your CFO essentially telling me too bad, you
won't get paid. Well, I did my job and was an important factor in getting those accounts. I am owe
that money.
We have been together for 14 years now. I thought that meant something. I need help here.
I don't remember that.
I have been there for 14 years.
We have made a lot of money together.
2:51 PM
Well. I can't help that.
And yes... you did well there.
2:53 PM
Ok.
Wednesday, January 24, 2018

Page 41 is blank.

Page 42

8:24 AM ffl Messages J. Rickert Details
Yesterday
Hey - I know we're all busy today. I wanted to re-emphasize a few things and also see if we
could strategize for wtiat's next.
First, I understand you have to make hard decisions. I know you have limited resources. Here
are my recent issues that still outstanding:
1) Royal Farms going to Pivotal. I was told this was in the works. Have we dropped? I understand
if that's the case, but can't you at least try to leverage this as a win for either a new client OR a case
study?
2) Johnny Rockets. We all know this was a mess. They didn't do hosted gateway and did
integration. This project took so long that I lost any goodwill I had with that chain. I have 6-8 other
franchise groups I am not going to go after until I know they won't have to go through this again.
3) Focus POS. They are taking Focus POS merchants that are boarded with you and moving
them elsewhere because they have new product. We can't stop them. However, now the client is
suffering because their fees are going up. It would be nice if you would not penalize the client, but
I know that is wishful thinking.
4) I am not going to say I told you so about 4P/Shift4. However, that partnership is costing us now.
They are taking business and there isn't anything we can do about it since you are relying on your
former competitor to provide service to you.
5) I am not getting paid. I have received a letter from your CFO essentially telling me too bad, you
won't get paid. Well, I did my job and was an important factor in getting those accounts. I am owed
that money.
We have been together for 14 years now. I thought that meant something. I need help here.
I get it. So, what am I doing wrong? How can I make this retatioriship bette

Page 43

9:55 AM
I sent this to you yesterday and have been in meetings all day. Any comment?
10:15 AM
I am traveling today.
Honestly... I think you know the path we are on.
1.	We have an agreement. We are following it
2.	We built our own processor.
So....
Sent from my iPhone
10:17 AM
So does that mean no to those accounts paying out?

Page 44

10:17 AM
And what about those other accounts?
10:30 AM
The ones we discussed in the past?
Yes
10:31 AM
New business, you mean?
10:31 AM
It is what is... We have to focus on our business and strategy... not yours.

Page 45

10:33 AM
You are missing the point. I am still selling for
CardConnect!!
10:34 AM
I thought our relationship meant something.

10:35 AM
I am not going to debate that point.
You have customers on our platform. I do not see that changing.

Page 46

10:39 AM
Then pay me.
I need you to realize how I feel right now. I feel cheated and lied to.
10:41 AM
I want to continue our relationship I have referred accounts.

End of Document 223, Exhibit B


Document 230, Shift4's Concise Statement of Additional Material Facts

This appears to not have a messages, but it is an important context document. Document 230, Shift4 Payments document called "Shift4's opposition to Card Connect's statement of facts, and Shift4's concise statement of additional material facts" has 24 pages. It does not contain exhibits with message data.



Documents 231 and 232, Exhibit 12, titled "Jared Isaacman January 25, 2018 Deposition Excerpts"

Starts on page 2 of the PDF, page 1 is a cover page/exhibit marker.

Page 2

Isaacman, Jared
 01/25/18
1
1	Q.	All right. Exhibit Number 12, if we can mark
2	that.
3	(Exhibit 12 marked.)
4	Q. 	(BY MR. SOKOLOFF) Do you recognize what's
5	been marked as Exhibit 12?
6	A. 	Yes.
7	Q.	Can you tell me what that is?
8	A.	Those are text messages.
9	Q.	Can you tell me if that is the entirety of text
10	messages that you have had on your current phone with
11	Mr. Rickert?
12	A.	I would have to --
13	Q.	-- you don't know offhand?
14	MR. TINARI: Objection to the form.
15	A.	Yes.
16	Q.	(BY MR. SOKOLOFF) Okay.
17	MR. TINARI: You can answer.
18	THE WITNESS: That is not -- well, that is not every
19	text message... (The response was truncated because it has reached the token limit. Try to increase the token limit if you need a longer response.)