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. 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
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc
. 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
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc
s. 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
ly and are not a projection or guarantee of future returns. Additionally, please note that EAl and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAl or EY presented. Actual inc
. 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
ly and are not a projection or guarantee of future returns. Additionally, please note that EAI and EY for certain types of Securities might include Retum of Principal or Capital Gains in which case the EAI and EY would be overstated. There is no guarantee that your investments will actually generate EAI or EY presented. Actual inc
Entities connected to both Gifted Security LT - Long Term and Retum of Principal or Capital Gains

JPMorgan Chase
ORGANIZATION
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
ORGANIZATIONSouth Dearborn Street
LOCATION
Brooklyn
LOCATIONChase Matrotech Center
ORGANIZATIONALIGN TECHNOLOGY INC
ORGANIZATIONThe U.S. Securities and Exchange Commission
ORGANIZATION