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n VP - ultant tel: email: Customer Service and Account Information Customer Service and Trading: Call ou Representative Bank Inquiries: Schwab by Phone TV ices: TeleBroker@: Visit Our Web Site: schwab.com Cost Basis Updates: To provide updates for incomplete cost basis information, ple
okerage account. Deposit accounts held through the Bank Sweep feature constitute eked obligations of Charles Schwab Bank and are not obligations of Schwab. Deposit accounts are insured by the FDIC within applicable limits. The balance ru the bank deposit accounts can be withdrawn on your order and the
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
feature or the Insured Bank Network feature. Please see your Cash Feature Disclosure Statement lot more inlormaton en insurance menage @2008 Guiles Schwab 8 Co.. Inc All nohts reserved. Member SIPC. (0004.12880:2002240) STP25264RI-D1 Cut paper clutter. Switch to eStatements at or call us today to lea
okerage account. Deposit accounts held through the Bank Sweep feature constitute died obligations of Charles Schwab Bank and are not obligations of Schwab. Deposit accounts are insured by the FDIC within applicable limits. The balance ru the bank deposit accounts can be withdrawn on your order and the
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
t 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 1099 tax information as early and as accurately as possible. However, some issuers may provide new information about their secur
djusted cost basis from the sales proceeds in an account less commissions and fees. For covered securities that were not both purchased and sold at Schwab, Schwab calculates cost basis using data that you have provided to us or that we have Date Prepared: February 7, 2014 obtained from third-party so
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
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Prince Charles
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Lesley Groff
PERSONLESLEY KATHERINE GROFF
PERSONAccount Value
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ORGANIZATIONReal Estate Investment Trust
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ORGANIZATIONUnrealized Gan
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PERSONCHARLES SCHWAB & CO INC CUST
ORGANIZATIONCo.. Inc
ORGANIZATIONPhone TV
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ORGANIZATIONal Charles Schwab Bank
ORGANIZATIONBank Network
ORGANIZATIONDividend Reinvestment Customers
ORGANIZATIONthe Schwab One Interest
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ORGANIZATIONNon-Publicly Traded Securities
ORGANIZATIONThe Securities Investor Protection Corporation
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