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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
to a 50% exclusion and certain empowerment Ione business sock that may be subject to a 60% exclusion. See the Scheduie 0 (Form 1040) instructions. Box 2d. Shoes 28% rate gain from sake or exchanges of colkrctbles. If required. use this amount when completing the 28% Rea Gain Worksheet-Line 18 in the i
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
ox 2a that is section 1202 gain from certain small business stock that may be subject to an exclusion. See the Schedule D (Form 1040) instructions. Box 2d. Shows 28% rate gain from sales or exchanges of collectibles. If required. use this amount when completing the 28% Rate Gain Worksheet-Line 18 in th
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
o a 50% exclusion and certain empowerment zone business stock that may be subject to a 60% exclusion. See the Schedule D (Form 1040) instructions. Box 2d. Shows 28% rate gain from sales or exchanges of collectibles. If required. use this amount when completing the 28% Rate Gain Worksheet-Line 18 in t
Entities connected to both Box la and Box 2d

Lesley Groff
PERSONBox 5
ORGANIZATION
the Internal Revenue Service
ORGANIZATIONBox 3
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