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mation is available upon request. You may hold positions where the original cost basis has been adjusted to reflect amortization or accretion. For Regulated Investment Companies or Dividend Reinvestment Plan sales, for which the average price method has been chosen, positions are closed out on a First-In-First-Out (FIFO) bas
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
mation is available upon request. You may hold positions where the original cost basis has been adjusted to reflect amortization or accretion. For Regulated Investment Companies or Dividend Reinvestment Plan sales, for which the average price method has been chosen. positions are closed out on a First-In-First-Out (FIFO) bas
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
mation is available upon request. You may hold positions where the original cost basis has been adjusted to reflect amortization or accretion. For Regulated Investment Companies or Dividend Reinvestment Plan sales, for which the average price method has been chosen, positions are closed out on a First-In-First-Out (FIFO) bas
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
mation is available upon request. You may hold positions where the original cost basis has been adjusted to reflect amortization or accretion. For Regulated Investment Companies or Dividend Reinvestment Plan sales, for which the average price method has been chosen, positions are closed out on a First-In-First-Out (FIFO) bas
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 Regulated Investment Companies 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
ORGANIZATIONGifted Security LT - Long Term
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
ORGANIZATIONSouth Dearborn Street
LOCATION
Brooklyn
LOCATIONChase Matrotech Center
ORGANIZATIONALIGN TECHNOLOGY INC
ORGANIZATIONThe U.S. Securities and Exchange Commission
ORGANIZATION