Investment Specialist Holdings

JPMorgan

New York

JPM

Chase

JPMorgan Chase Bank

Paul Morris

Janet Young Client Service

Paul Barrett

Jeffrey Matusow

Janet Young Client Service

Pauline Esposito Client Service

N.A. FINANCIAL TRUST COMPANY INC ACCT

J.P. Morgan Team Table of Contents Page

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

Client News Mutual Fund Prospectuses

Intuit

Paul Morris Banker Account Summary

Paul Morris Banker Account

JPMorgan Online

JPMorgan Chase 8 Co.

J.P. Morgan Service

TurboTax

J.P. Morgan

Statement of Financial Condition

JPMS