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and its affiliates receive compensation from JPMorgan Funds for providing services. American Century Investment Services. Inc. is the distributor of the American Century Funds. American Century Investment Management Inc. serves as investment advisor to its respective fund family and receives compensation from that fund fam
tion Services. Inc.. which is an affiliate of the Bank. The Bank and its affiliates receive compensation from JPMorgan Funds for providing services. American Century Investment Services, Inc. is the distributor of the American Century Funds. American Century Investment Management Inc. serves as investment advisor to its respective fund fa
their affiliates (the ',LP. Morgan Companies') may provide administrative, custodial, sales, distribution or shareholder services to JPMorgan Funds. American Century Funds, or funds established, sponsored, advised, or managed by third parties, and the J.P. Morgan Companies may be compensated for such services. A finan
At December 31, 2009, JPMSI's net capital of $7.4 billion exceeded the minimum regulatory net capital requirement of $500 million by $6.9 billion. The J.P. Morgan Securiites Inc. December 31, 2009 audited Statement of Financial Condition may be obtained, at no cost, by accessing the following JPMorgan Chase & Co. Web site a
d its affiliates receive compensation from JPMorgan Funds for providing services. American Century Investment Services, Inc. is the distributor of the American Century Funds. American Century Investment Management Inc. serves as investment advisor to its respective fund family and receives compensation from that fund fa
on Services, Inc., which is an affiliate of the Bank. The Bank and its affiliates receive compensation from JPMorgan Funds for providing services. American Century Investment Services, Inc. is the distributor of the American Century Funds. American Century Investment Management Inc. serves as investment advisor to its respective fund
NC Total Value 1 2 JPMSI's net capital of $7.4 billion exceeded the minimum regulatory net capital requirement of $500 million by $6.9 billion. The J.P. Morgan Securiites Inc. December 31, 2009 audited Statement of Financial Condition may be obtained, at no cost, by accessing the following JPMorgan Chase & Co. Web site a
d its affiliates receive compensation from JPMorgan Funds for providing services. American Century Investment Services, Inc. is the distributor of the American Century Funds. American Century Investment Management Inc. serves as investment advisor to its respective fund family and receives compensation from that fund fa
on Services, Inc., which is an affiliate of the Bank. The Bank and its affiliates receive compensation from JPMorgan Funds for providing services. American Century Investment Services, Inc. is the distributor of the American Century Funds. American Century Investment Management Inc. serves as investment advisor to its respective fund
INC. Total Value 2 JPMSI's net capital of $7.4 billion exceeded the minimum regulatory net capital requirement of $500 million by $6.9 billion. The J.P. Morgan Securiites Inc. December 31, 2009 audited Statement of Financial Condition may be obtained, at no cost, by accessing the following JPMorgan Chase & Co. Web site a
on Services, Inc., which is an affiliate of the Bank. The Bank and its affiliates receive compensation from JPMorgan Funds for providing services. American Century Investment Services, Inc. is the distributor of the American Century Funds. American Century Investment Management Inc. serves as investment advisor to its respective fund
d its affiliates receive compensation from JPMorgan Funds for providing services. American Century Investment Services, Inc. is the distributor of the American Century Funds. American Century Investment Management Inc. serves as investment advisor to its respective fund family and receives compensation from that fund fa
Client Service Team JPMSI's net capital of $7.4 billion exceeded the minimum regulatory net capital requirement of $500 million by $6.9 billion. The J.P. Morgan Securiites Inc. December 31, 2009 audited Statement of Financial Condition may be obtained, at no cost, by accessing the following JPMorgan Chase & Co. Web site a
heir affiliates (the "J.P. Morgan Companies") may provide administrative, custodial, sales, distribution or shareholder services to JPMorgan Funds, American Century Funds, or funds established, sponsored, advised, or managed by third parties, and the J.P. Morgan Companies may be compensated for such services. A fina
W23560001, 242006861 2 JPMSI's net capital of $7.4 billion exceeded the minimum regulatory net capital requirement of $500 million by $6.9 billion. The J.P. Morgan Securiites Inc. December 31, 2009 audited Statement of Financial Condition may be obtained, at no cost, by accessing the following JPMorgan Chase & Co. Web site a
heir affiliates (the "J.P. Morgan Companies") may provide administrative, custodial, sales, distribution or shareholder services to JPMorgan Funds, American Century Funds, or funds established, sponsored, advised, or managed by third parties, and the J.P. Morgan Companies may be compensated for such services. A fina
www.MoraanOnline.com JPMSI's net capital of $7.4 billion exceeded the minimum regulatory net capital requirement of $500 million by $6.9 billion. The J.P. Morgan Securiites Inc. December 31, 2009 audited Statement of Financial Condition may be obtained, at no cost, by accessing the following JPMorgan Chase & Co. Web site a
their affiliates (the 'J.P. Morgan Companies') may provide administrative, custodial, sales, distribution or shareholder services to JPMorgan Funds. American Century Funds, or funds established, sponsored, advised, or managed by third parties, and the J.P. Morgan Companies may be compensated for such services. A finan
At December 31. 2009. JPMSI's net capital of $7.4 billion exceeded the minimum regulatory net capital requirement of $500 million by $6.9 bithon. The J.P. Morgan Securiites Inc. December 31, 2009 audited Statement of Financial Condition may be obtained, at no cost, by accessing the following JPMorgan Chase & CO. Web site a
Entities connected to both American Century Funds and The J.P. Morgan Securiites Inc.

JPMorgan Chase
ORGANIZATION
Newark
LOCATIONSecurities Investor Protection Corporation
ORGANIZATION
the Internal Revenue Service
ORGANIZATION
Jeffrey Epstein
PERSONthe State of New York
LOCATIONMorgan Companies
ORGANIZATIONJanet Young
PERSON
Paul Morris
PERSONWilliam J Doherty
PERSON
Ghislaine Maxwell
PERSON
Federal Reserve
ORGANIZATIONAmerican Century Investment Management Inc.
ORGANIZATIONJeffrey Matusow
PERSONJ.P. Morgan Private Bank Team
ORGANIZATION
FDIC
ORGANIZATIONBP PLC
ORGANIZATIONGHISLAINE MAXWELL IRA ACCT
ORGANIZATION
AT&T
ORGANIZATIONSPDR GOLD TRUST
ORGANIZATION