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Mentions
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
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
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
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
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
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
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
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 the ACH Network and Regulated Investment Companies

JPMorgan Chase
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONSecurities Investor Protection Corporation
ORGANIZATIONTed Serure
PERSONAccount Value
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
ORGANIZATIONSouth Dearborn Street
LOCATIONChase Matrotech Center
ORGANIZATIONALIGN TECHNOLOGY INC
ORGANIZATION
Brooklyn
LOCATIONThe U.S. Securities and Exchange Commission
ORGANIZATION