3
Shared Docs
3
Same-Page
3 / 3
Mentions
charles SCHWAB Contributory IRA of LESLEY KATHERINE GROFF CHARLES SCHWAB & CO INC CUST IRA CONTRIBUTORY Account Number Statement Period March 1-31, 2014 SIPC has taken the position that it wit not cove
hen your account has activity. Also visit www.schwab.com/premiumstatement to explore the features and benefits of this statement. Your Consultant Anamika Madan VP - ultant tel: email: Customer Service and Account Information Customer Service and Trading: Call ou Representative Bank Inquiries: S
charles SCHWAB Contributory IRA of LESLEY KATHERINE GROFF CHARLES SCHWAB & CO INC CUST IRA CONTRIBUTORY Account Number Statement Period February 1-28, 2014 SIPC has taken the acetton that it wit not co
how to receive statement onl wh n your account has activity. Also visit to explore the features and benefits of this statement. Your Consultant Anamika Madan VP - ultant tel: email: Customer Service and Account Information Customer Service and Trading: Call ou Representative Bank Inquiries: S
charles SCHWAB Schwab One@ Account of LESLEY KATHERINE GROFF Account Number Recipient's Name and Address 0207 89CC3 YEIAISV) '1 4 LESLEY KATHERINE GROFF Items for Attention • Schwab provides your Form 10
osed insert(s) for additional information. Your Consultant TAX YEAR 2013 FORM 1099 COMPOSITE & YEAR-END SUMMARY Date Prepared: February 7, 2014 Anamika Madan VP Financial Consultant 1 Important Official IRS Form(s) 1099 Enclosed The report in this package contains your income tax return documents and
Entities connected to both LESLEY KATHERINE GROFF and Anamika Madan

Lesley Groff
PERSON
Prince Charles
PERSONSchwab
PERSONFIDELITY ADV
ORGANIZATIONMoney Market Fund
ORGANIZATIONReal Estate Investment Trust
ORGANIZATIONLimited Partnerships
ORGANIZATIONUnrealized Gan
PERSONDistrioutor
PERSONCHARLES SCHWAB & CO INC CUST
ORGANIZATIONCo.. Inc
ORGANIZATIONPhone TV
ORGANIZATIONMarket Monitor
ORGANIZATIONal Charles Schwab Bank
ORGANIZATIONBank Network
ORGANIZATIONDividend Reinvestment Customers
ORGANIZATIONthe Schwab One Interest
ORGANIZATIONStale Priced
ORGANIZATIONNon-Publicly Traded Securities
ORGANIZATIONThe Securities Investor Protection Corporation
ORGANIZATION