X0202 4 2006-03-08 1 0001299688 optionsXpress Holdings, Inc. OXPS 0000830588 SUMMIT PARTNERS L P 222 BERKELEY STREET 18TH FLOOR BOSTON MA 02116 0 0 0 1 Mang Mbr of GP of 10% Owner 0001258825 SUMMIT PARTNERS VI GP LLC 222 BERKELEY STREET 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001258826 SUMMIT PARTNERS VI GP LP 222 BERKELEY STREET 18TH FLOOR BOSTON MA 02116 0 0 0 1 GP of 10% Owner 0001255670 COLLINS SCOTT C C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner 0001255672 MOHAN KEVIN P C/O SUMMIT PARTNERS 222 BERKELEY STREET, 18TH FLOOR BOSTON MA 02116 0 0 0 1 Indirect GP of 10% Owner Common Stock 2006-03-08 4 J 0 3500000 D 3164113 I Indirect GP of 10% Owner Common Stock 2006-03-08 4 J 0 827041 A 827041 D Common Stock 2006-03-08 4 J 0 827041 D 0 D Distribution to partners. Held in the name of Summit Ventures VI-A, L.P., Summit Ventures VI-B, L.P., Summit VI Advisors Fund, L.P., Summit VI Entrepreneurs Fund, L.P., and Summit Investors VI, L.P. Not applicable. Such shares acquired directly by Summit Partners, L.P. Such shares distributed by Summit Partners, L.P. Shares received by Messrs. Collins and Mohan in the distribution were gifted to trust. Summit Partners, L.P., by Robin W. Devereux, Power of Attorney for Bruce R. Evans, Member 2006-03-08 Summit Partners VI (GP), LLC, by Summit Partners, L.P., Its General Partner, by Robin W. Devereux, Power of Attorney for Bruce R. Evans, Member 2006-03-08 Summit Partners VI (GP), L.P., by Summit Partners VI (GP), LLC, Its General Partner, by Summit Partners, L.P., Its General Partner, by Robin W. Devereux, Power of Attorney for Bruce R. Evans, Member 2006-03-08 Robin W. Devereux, Power of Attorney for Scott C. Collins 2006-03-08 Robin W. Devereux, Power of Attorney for Kevin P. Mohan 2006-03-08