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ITIES Description Acquisition Date Quantity Price Market Value Unit Cost Cost Basis Unrealized Gain Loss Accrued Income Est. Annual Inc. ALIGN TECHNOLOGY INC Symbol: ALGN 05 Apr 2013 303 209 43 62,829.00 31.18 9.353 99 53.47501 LT TOTAL EQUITIES $62,829.00 $9,353.99 $53,415.01 Total Account Valu
. 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
ITIES Description Acquisition Date Quantity Price Market Value Unit Cost Cost Basis Unrealized Gain Loss Accrued Income Est. Annual Inc. ALIGN TECHNOLOGY INC Symbol: ALGN 05 Apr 2013 300 284 33 85,299.00 31.18 9.353 99 75.945 01 LT TOTAL EQUITIES $85,299.00 $9,353.99 575,945.01 Total Account Va
. 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
ITIES Description Acquisition Date Quantity Price Market Value Unit Cost Cost Basis Unrealized Gain:toss Accrued Income Est. Annual Inc. ALIGN TECHNOLOGY INC Symbol: ALGN 05 Apr 2013 300 209 43 62.829.00 31.18 9.353 99 53,475 01 LT TOTAL EQUITIES $62,829.00 $9,353.99 $53,475.01 Total Account Val
. 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 ALIGN TECHNOLOGY INC and Gifted Security LT - Long Term
South Dearborn Street
LOCATION
the Internal Revenue Service
ORGANIZATIONSecurities Investor Protection Corporation
ORGANIZATIONTed Serure
PERSONAccount Value
ORGANIZATIONthe 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
ORGANIZATION
JPMorgan Chase
ORGANIZATIONThe U.S. Securities and Exchange Commission
ORGANIZATIONthe Large Trader
ORGANIZATIONChase Matrotech Center
ORGANIZATION