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EFTA00525369
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
EFTA00525385
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
EFTA00525399
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

JPMorgan Chase
OrganizationAmerican multinational banking and financial services holding company
Call Financial Advisor
OrganizationOrganization referenced in documents
Chase Matrotech Center
OrganizationOrganization referenced in documents
Gifted Security LT - Long Term
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the Large Trader
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the Client Services Operations
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Attn: Client Services Department
OrganizationOrganization referenced in documents
Customer Agreement(s
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the Collection and Other Account-Related Costs
OrganizationOrganization referenced in documents
the Electronic Services
OrganizationOrganization referenced in documents
Unpriced Direct Participation Program
OrganizationOrganization referenced in documents
Real Estate Investment
OrganizationOrganization referenced in documents
Regulated Investment Companies
OrganizationOrganization referenced in documents
Retum of Principal or Capital Gains
OrganizationOrganization referenced in documents
South Dearborn Street
LocationLocation referenced in documents

the Internal Revenue Service
OrganizationInternal Revenue Service (IRS), US government agency responsible for tax collection and enforcement
Securities Investor Protection Corporation
OrganizationFederally chartered corporation protecting investors in failed brokerages
Ted Serure
PersonPerson referenced in documents
The U.S. Securities and Exchange Commission
OrganizationU.S. Securities and Exchange Commission
Account Value
OrganizationOrganization referenced in documents