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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
Account(s) Contact Custodian INDIVIDUAL Ted Secure J.P. Morgan Securities LLC (Financial Advisor) Member FINRA and SIPC (212) 272 6448 131 South Dearborn Street. IL1.0291 4th FLOOR Chicago. IL, 60603-5506 (800) 392 5749 wvnv.chase.com Page 6 of 16 For questions. please contact us using the information pr
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
ditional Contact Information Account(s) Contact Custodian Ted Serure (Financial Advisor) J.P. Morgan Securities LLC Member FINRA and SIPC 131 South Dearborn Street. IL1.0291 4th FLOOR Chicago, IL, 60603-5506 (800) 392 5749 wvnv.chase.com Page lot 14 For questions, please contact us using the information pro
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
ntact Information Account(s) Contact Custodian INDIVIDUAL Ted Serure J.P. Morgan Securities LLC Financial Advisor) Member FINRA and SIPC 131 South Dearborn Street. IL1.0291 4th FLOOR Chicago. IL, 60603-5506 (800) 392 5749 WWW.chase.com Page 6 of 16 For questions. please contact us using the information pro
Entities connected to both ALIGN TECHNOLOGY INC and South Dearborn Street
Customer Agreement(s
ORGANIZATIONthe ACH Network
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONCall Financial Advisor
ORGANIZATIONSecurities Investor Protection Corporation
ORGANIZATIONTed Serure
PERSONthe Client Services Operations
ORGANIZATIONAttn: Client Services Department
ORGANIZATIONAccount Value
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
ORGANIZATIONGifted Security LT - Long Term
ORGANIZATIONChase Matrotech Center
ORGANIZATIONthe Large Trader
ORGANIZATIONThe U.S. Securities and Exchange Commission
ORGANIZATION