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axpayer lientilianion Number and Ceitfication. for information on backup wthholdng. Include this amount on your inocene tax return as tax withheld. Box 5. Shows your share of *menses of a nonsubncle offered regulated investment company, generally a nonputricly offered mutual Itmd If you fib Form 1040,
HANGE TRANSACTIONS (OMB NO. 1545-0715) (continued) Box 6: Noncovered Securities Report on Form 8949. in either Part I or Part II. as appropriate. (Box la) (Box 8) (Box Id) (Box le) (Box 2a) (Box 4) Sales Price Date of Sale Description Symbol Cusip Quantity Less Commissions Federal Income T
yer Identification Number and Certification, for information on backup withholding. Include this amount on your income tax return as tax withheld. Box 5. Shows dividends eligible for the 20% qualified business income deduction under section 199A. See the Instructions for Form 1040. Box 6. Shows your
63 $ 0.00 $ 1,208.02 $ 1,208.02 SCHWAB S&P 500 INDEX FD SWPPX 808509855 $ 0.00 $ 7.35 $ 7.35 Total Non-Qualified Dividends (Included in Box la) $ 0.00 $ 1,222.12 $ 1,222.12 Short-Term Capital Gains JANUS HENDERSON GLBL JORNX 471023648 $ 0.00 $ 17.97 17.97 SCHWAB BALANCED FUND
ayer Identification Number and Certification, for information on backup withholding. Include this amount on your income tax return as tax withheld. Box 5. Shows your share of expenses of a nonpublicly offered regulated investment company. generally a nonpublicly offered mutual fund. If you file Form
le, to state and/or local governments. Account number. May show an account or other unique number the payer assigned to distinguish your account. Box la. Shows total ordinary dividends that are taxable. Include this amount on line 9a of Form 1040 or 1040A. Also, report it on Schedule B (1040A or 104
Entities connected to both Box 5 and Box la

Lesley Groff
PERSON
the Internal Revenue Service
ORGANIZATIONBox 2d
ORGANIZATIONBox 4
ORGANIZATIONBox 3
ORGANIZATIONBox 1
ORGANIZATIONU.S. Savings Bonds
ORGANIZATIONBox 7
ORGANIZATIONShort-Term Capital Gains
ORGANIZATIONDepartment of the Treasury-Internal Revenue Service
ORGANIZATION
Prince Charles
PERSONDetail Information of Dividends
ORGANIZATION
Samantha Power
PERSONSchwab
PERSONComplete
ORGANIZATIONLESLEY KATHERINE GROFF
PERSONthe Internal Revenue Service Center
ORGANIZATION