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es of colkrctbles. If required. use this amount when completing the 28% Rea Gain Worksheet-Line 18 in the instructions for Schedule D (Form 1040). Box 3. Shows the pan of the detrbution that is nontaxable because it is a return of your 1099-INT Instructions for Recipient Recipient's klentilkation nu
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
s of collectibles. If required. use this amount when completing the 28% Rate Gain Worksheet-Line 18 in the Instructions for Schedule D (Form 1040) Box 3. Shows the part of the distribution that is nontaxable because it is a return of your cost (or other basis). You must reduce your cost (or other bas
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
of collectibles. If required. use this amount when completing the 28% Rate Gain Worksheet-Line 18 in the instructions for Schedule D (Form 1040). Box 3. Shows the part of the distribution that is nontaxable because it is a return of your cost (or other basis). You must reduce your cost (or other ba
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 3 and Box la

Lesley Groff
PERSON
the Internal Revenue Service
ORGANIZATIONBox 5
ORGANIZATIONBox 2d
ORGANIZATIONthe Internal Revenue Service Center
ORGANIZATIONBox 4
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
ORGANIZATIONSchwab
PERSONComplete
ORGANIZATIONLESLEY KATHERINE GROFF
PERSON