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continued) ELECTRONIC FUNDS TRANSFER NOTICE In case of errors or questions about electronic transfers in your brokerage account transmitted through the ACH Network, you must contact the Client Services Operations department of J.P. Morgan Securities LLC immediately at telephone number (800) 634-1428 or (347) 64
. 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
continued) ELECTRONIC FUNDS TRANSFER NOTICE In case of errors or questions about electronic transfers in your brokerage account transmitted through the ACH Network you must contact the Client Services Operations department of J.P. Morgan Securities LLC immediately at telephone number (800) 634-1428 or (347) 643
. 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
l Advisor. ELECTRONIC FUNDS TRANSFER NOTICE In case of errors or questions about electronic transfers In your brokerage account transmitted through the ACH Network, you must contact the Client Services Operations department of J.P. Morgan Securities LLC immediately at telephone number (800) 634-1428 or (347) 64
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
continued) ELECTRONIC FUNDS TRANSFER NOTICE In case of errors or questions about electronic transfers in your brokerage account transmitted through the ACH Network, you must contact the Client Services Operations department of J.P. Morgan Securities LLC immediately at telephone number (800) 634-1428 or (347) 64
. 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 the ACH Network and Gifted Security LT - Long Term
South Dearborn Street
LOCATION
the Internal Revenue Service
ORGANIZATIONSecurities Investor Protection Corporation
ORGANIZATIONTed Serure
PERSONAccount Value
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
ORGANIZATION
JPMorgan Chase
ORGANIZATIONChase Matrotech Center
ORGANIZATIONALIGN TECHNOLOGY INC
ORGANIZATION
Brooklyn
LOCATIONthe Large Trader
ORGANIZATION