Investment Specialist Holdings

New York

JPMorgan

JPM

Chase

JPMorgan Chase Bank

J.P. Morgan

Paul Morris

Paul Barrett

Jeffrey Matusow

Janet Young Client Service

Janet Young Client Service

J.P. Morgan Team Table of Contents Page

N.A. FINANCIAL TRUST COMPANY INC ACCT

Pauline Esposito Client Service

J.P. Morgan Team Table of Contents Page Client News

Client News Mutual Fund Prospectuses

Paul Morris Banker Account Summary

JPMorgan Online

Intuit

Paul Morris Banker Account

JPMorgan Chase 8 Co.

TurboTax

Statement of Financial Condition

JPMS

LLC