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n Previous Period Brokerage 117,767.01 This Period 63,230.01 ACCOUNT VALUE $117,767.01 $63,230.01 See page 3 for footnotes and more detail. Account Value with Accruals (December 2017 to December 2018) 0 ‘7, F 8 INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL
. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
Previous Period Brokerage 228,092.01 This Period 235,605.01 ACCOUNT VALUE $228,092.01 $235,605.01 See page 3 for footnotes and more detail. Account Value with Accruals (December 2017 to March 2019) r—c O O O 8 CO CO co CO re INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT IN
. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
n Previous Period Brokerage 63,230.01 This Period 228,092.01 ACCOUNT VALUE $63,230.01 $228,092.01 See page 3 for footnotes and more detail. Account Value with Accruals (December 2017 to February 2019) r— ro iNa O o o co eo INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED
s. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date = Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
n Previous Period Brokerage 117,767.01 This Period 63,230.01 ACCOUNT VALUE $117,767.01 $63,230.01 See page 3 for footnotes and more detail. Account Value with Accruals (December 2017 to December 2018) F If you have any questions about your statement or concerns about your account. please call us at
. A - Average Cost B - Adjusted for Amortization or Accretion D -Acquisition Date =. Date of Death E - Adjusted for Option Exercise or Assignment K- Gifted Security LT - Long Term MT - Mixed Term N - Noncovered Provide - Please provide this information ST - Short Term T - Cost Basis provided by Third Party W - Adjusted for Was
Entities connected to both Account Value and Gifted Security LT - Long Term
Securities Investor Protection Corporation
ORGANIZATION
JPMorgan Chase
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONSouth Dearborn Street
LOCATIONTed Serure
PERSONthe ACH Network
ORGANIZATIONCall Financial Advisor
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
ORGANIZATIONRegulated Investment Companies
ORGANIZATIONRetum of Principal or Capital Gains
ORGANIZATIONChase Matrotech Center
ORGANIZATIONALIGN TECHNOLOGY INC
ORGANIZATION
Brooklyn
LOCATIONthe Large Trader
ORGANIZATION