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t. For managed accounts, discretionary services are provided by JPMS, an affiliate or an authorized third party. ACCOUNT PROTECTION: As a member of the Securities Investor Protection Corporation (SIPC). JPMS provides account protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net e
mation is available upon request. You may hold positions where the original cost basis has been adjusted to reflect amortization or accretion. For Regulated Investment Companies or Dividend Reinvestment Plan sales, for which the average price method has been chosen, positions are closed out on a First-In-First-Out (FIFO) bas
t. For managed accounts, discretionary services are provided by JPMS, an affiliate or an authorized third patty. ACCOUNT PROTECTION: As a member of the Securities Investor Protection Corporation (SIPC). JPMS provides account protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net e
mation is available upon request. You may hold positions where the original cost basis has been adjusted to reflect amortization or accretion. For Regulated Investment Companies or Dividend Reinvestment Plan sales, for which the average price method has been chosen. positions are closed out on a First-In-First-Out (FIFO) bas
t. For managed accounts, discretionary services are provided by JPMS, an affiliate or an authorized third patty. ACCOUNT PROTECTION: As a member of the Securities Investor Protection Corporation (SIPC). JPMS provides account protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net e
mation is available upon request. You may hold positions where the original cost basis has been adjusted to reflect amortization or accretion. For Regulated Investment Companies or Dividend Reinvestment Plan sales, for which the average price method has been chosen, positions are closed out on a First-In-First-Out (FIFO) bas
t. For managed accounts, discretionary services are provided by JPMS, an affiliate or an authorized third party. ACCOUNT PROTECTION: As a member of the Securities Investor Protection Corporation (SIPC). JPMS provides account protection for the net equity of a customer's funds and securities positions. SIPC provides $500,000 of primary net e
mation is available upon request. You may hold positions where the original cost basis has been adjusted to reflect amortization or accretion. For Regulated Investment Companies or Dividend Reinvestment Plan sales, for which the average price method has been chosen, positions are closed out on a First-In-First-Out (FIFO) bas
Entities connected to both Securities Investor Protection Corporation and Regulated Investment Companies

JPMorgan Chase
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONAccount Value
ORGANIZATIONSouth Dearborn Street
LOCATIONTed Serure
PERSONthe ACH Network
ORGANIZATIONCall Financial Advisor
ORGANIZATIONGifted Security LT - Long Term
ORGANIZATIONthe Client Services Operations
ORGANIZATIONAttn: Client Services Department
ORGANIZATIONCustomer Agreement(s
ORGANIZATIONthe Collection and Other Account-Related Costs
ORGANIZATIONthe Electronic Services
ORGANIZATIONUnpriced Direct Participation Program
ORGANIZATIONReal Estate Investment
ORGANIZATIONRetum of Principal or Capital Gains
ORGANIZATIONChase Matrotech Center
ORGANIZATIONALIGN TECHNOLOGY INC
ORGANIZATIONThe U.S. Securities and Exchange Commission
ORGANIZATION
Brooklyn
LOCATION