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EFTA01555408 THIS PAGE INTENTIONALLY LEFT BLANK EFTA01555409 JPMorgan Chase Bank, N.A. 345 Park Avenue, New York, NY 10154-1002 Asset Account J.P. Morgan Private Bank Team Mary Casey Janet Young William Doherty III Online access Banker Client Service Team Client Service Team www.MorganOnline.com (212) 464-0374
y exchangeor redeemshares ofsuch funds within 60 days of purchase, subject to certain exceptions set forth in the prospectus of the applicableFund. Pleaseconsult your J.P. Morgan representativefora list of the JPM Funds that impose redemption EFTA01555426 fees. JPMSI is a memberof the Securities InvestorP
EFTA01555382 THIS PAGE INTENTIONALLY LEFT BLANK EFTA01555383 JPMorgan Chase Bank, N.A. 345 Park Avenue, New York, NY 10154-1002 Asset Account J.P. Morgan Private Bank Team Mary Casey Janet Young William Doherty III Online access Banker Client Service Team Client Service Team www.MorganOnline.com (212) 464-0374
y exchangeor redeemshares ofsuch funds within 60 days of purchase, subject to certain exceptions set forth in the prospectus of the applicableFund. Pleaseconsult your J.P. Morgan representativefora list of the JPM Funds that impose redemption EFTA01555398 fees. JPMSI is a memberof the Securities InvestorP
EFTA01558725 THIS PAGE INTENTIONALLY LEFT BLANK EFTA01558726 JPMorgan Chase Bank, N.A. 345 Park Avenue, New York, NY 10154-1002 Asset Account J.P. Morgan Private Bank Team Mary Casey Janet Young William Doherty III Banker Client Service Team Client Service Team Table of Contents Account Summary Holdings Equity
y exchangeor redeemshares ofsuch funds within 60 days of purchase, subject to certain exceptions set forth in the prospectus of the applicableFund. Pleaseconsult your J.P. Morgan representativefora list of the JPM Funds that impose redemption fees JPMSI is a memberof the Securities InvestorProtection Corpor
EFTA01558750 THIS PAGE INTENTIONALLY LEFT BLANK EFTA01558751 JPMorgan Chase Bank, N.A. 345 Park Avenue, New York, NY 10154-1002 Asset Account J.P. Morgan Private Bank Team Mary Casey Janet Young William Doherty III Banker Client Service Team Client Service Team (212) 464-0374 (800) 634-1318 Table of Contents A
y exchangeor redeemshares ofsuch funds within 60 days of purchase, subject to certain exceptions set forth in the prospectus of the applicableFund. Pleaseconsult your J.P. Morgan representativefora list of the JPM Funds that impose redemption EFTA01558766 fees. JPMSI is a memberof the Securities InvestorP
JPMorgan Chase Bank, N.A. GHISLAINE MAXWELL IRA 345 Park Avenue, New York, NY 10154-1002 Asset Account J.P. Morgan Private Bank Team Mary Casey Janet Young William Doherty III Online access Banker Client Service Team Client Service Team www.Mor anOnline.com Table of Conten
y exchangeor redeemshares ofsuch funds within 60 days of purchase, subject to certain exceptions set forth in the prospectus of the applicableFund. Pleaseconsult your J.P. Morgan representativefora list of the JPM Funds that impose redemption fees. JPMSI is a memberof the Securities InvestorProtection Corpo
JPMorgan Chase Bank, N.A. GHISLAINE MAXWELL IRA 345 Park Avenue, New York, NY 10154-1002 Asset Account J.P. Morgan Private Bank Team Mary Casey Janet Young William Doherty III Online access Banker Client Service Team Client Service Team www.Mor anOnline.com Table of Conten
y exchangeor redeemshares ofsuch funds within 60 days of purchase, subject to certain exceptions set forth in the prospectus of the applicableFund. Pleaseconsult your J.P. Morgan representativefora list of the JPM Funds that impose redemption fees. JPMSI is a memberof the Securities InvestorProtection Corpo
Entities connected to both J.P. Morgan Private Bank Team and Pleaseconsult

JPMorgan Chase
ORGANIZATION
Newark
LOCATION
Jeffrey Epstein
PERSON
Stanton
PERSONMary Casey
PERSONWilliam J Doherty
PERSONJanet Young
PERSONThe American Century
ORGANIZATION
Ghislaine Maxwell
PERSONJPMSI Compliance Department
ORGANIZATIONFederalReserverequires
ORGANIZATIONAmerican Century Funds
ORGANIZATIONIRPsmayuse
ORGANIZATIONthe FederalMoney Market Sweep Fund
ORGANIZATIONJP MORGAN INSTITUTIONAL TAX FREE
ORGANIZATIONJPMorgan London
ORGANIZATIONMorningstar
ORGANIZATIONJeanne Brennan
PERSON
John Brennan
PERSON
Financial Trust Company
ORGANIZATION