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SCHWA B Schwab One@ Account of LESLEY KATHERINE GROFF DESIGNATED BENE PLAN/TOD Recipient's Name and A
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
SCHWAB Schwab One@ Account of LESLEY KATHERINE GROFF Account Number Recipient's Name and Address 02
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
484 Account No: Account Name: LESLEY KATHERINE GROFF & Taxpayer Identification Number: Account Execu
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
484 Account No: Account Name: LESLEY KATHERINE GROFF & Taxpayer Identification Number: ON-FILE Accou
) Box 6a: Non-Covered Box 6b: Box to: Type of Gain or Loss: Report on Form 8949, in either Part I or Part Iles appropriate, with Box B checked. (Box la) (Box lb) (Box 8) (Box 1d) (Box le) (Box 2a) (Box 3) (Box 6) (Box 4) (Box 2 b) Date of SaleOr Exchange Date of Acquisition Description
484 Account No: Account Name: LESLEY KATHERINE GROFF & Taxpayer Identification Number: ON-FILE Accou
) Box 6a: Non-Covered Box 6b: Box to: Type of Gain or Loss: Report on Form 8949, in either Part I or Part Iles appropriate, with Box B checked. (Box la) (Box lb) (Box 8) (Box 1d) (Box le) (Box 2a) (Box 3) (Box 6) (Box 4) (Box 2 b) Date of SaleOr Exchange Date of Acquisition Description
Entities connected to both Lesley Groff and Box la

Prince Charles
PERSONDoug Band
PERSON
Wilbur Ross
PERSON
Samantha Power
PERSON
the Internal Revenue Service
ORGANIZATIONLESLEY KATHERINE GROFF
PERSONSchwab
PERSONROIAK
ORGANIZATIONU.S. Savings Bonds
ORGANIZATIONBROKER & BARTER EXCHANGE
ORGANIZATION1099 Dividend & Distribution Details
ORGANIZATIONUnrecap Sec
ORGANIZATIONCLEARING LLC
ORGANIZATIONBox 5
ORGANIZATIONBox 3
ORGANIZATIONComplete
ORGANIZATIONREGIS
ORGANIZATIONJERSEY CITY
LOCATIONUrban
PERSONBox 2d
ORGANIZATION