Schwab One® Account of Account Number TAX YEAR 2024

TISON GANNON KELLEY 1293-2166

FORM 1099 COMPOSITE
& YEAR-END SUMMARY

Date Prepared: February 7, 2025

Recipient's Name and Address

02/07-00000-YEIH1824 *1
TISON GANNON KELLEY
104 ALWYN RD
SYRACUSE NY 13214-1608

Items for Attention Important Official IRS Form(s) 1099 Enclosed

• Schwab provides your Form 1099 tax information as early and as accurately as The report in this package contains your income tax return documents and
possible. However, some issuers may provide new information about their year-end summary. Please retain this package for tax preparation purposes.
securities after the IRS Form 1099 mailing deadline. If Schwab receives updated
information from issuers of securities you hold, we are required by the IRS to send For tax advice, please consult with a qualified tax advisor, CPA, or financial
you a CORRECTED Form 1099 with changes clearly highlighted. Please plan your planner.
tax preparation accordingly.
• Visit schwab.com/1099dashboard to access additional information that may be To contact Schwab:
helpful when filing your tax return. If you have any questions or need additional information about your Form(s)
1099 or your year-end summary, please call 1-800-435-4000, 24 hours a day,
7 days a week. We're always here for you.

To contact the IRS:

Tax questions for individuals: 1-800-829-1040
Tax questions for businesses: 1-800-829-4933
To order tax forms or publications: 1-800-829-3676
To pay taxes by credit card: 1-888-272-9829
For additional information and to print forms and publications, visit www.irs.gov.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0125-9S8N) Page 1 of 12
 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
FORM 1099 COMPOSITE
& YEAR-END SUMMARY

Date Prepared: February 7, 2025

Your Form 1099 Composite may include the following Internal Revenue Service (IRS) forms: 1099-DIV, 1099-INT, 1099-MISC, 1099-B and 1099-OID. You'll only receive the form(s) that
apply to your particular financial situation and please keep for your records. Please note that information in the Year-End Summary is not provided to the IRS. It is provided to you as
additional tax reporting information you may need to complete your tax return.

Table of Contents Page

FORM 1099 COMPOSITE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Form 1099-INT. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Form 1099-B. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Notes for your Form 1099-B. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

YEAR-END SUMMARY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Interest & Dividends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Detail Information of Interest Income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Realized Gain or (Loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Short-Term Realized Gain or (Loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Realized Gain or (Loss) Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Notes for Your Realized Gain or (Loss). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Terms and Conditions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0125-9S8N) Page 2 of 12
 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
FORM 1099 COMPOSITE

Date Prepared: February 7, 2025

Recipient's Name and Address Payer's Name and Address
TISON GANNON KELLEY CHARLES SCHWAB & CO., INC.
104 ALWYN RD 3000 SCHWAB WAY
SYRACUSE NY 13214-1608 WESTLAKE, TX 76262
Taxpayer ID Number: ***-**-2919 Account Number: 1293-2166 Telephone Number: (800) 435-4000
Federal ID Number: 94-1737782

Interest Income __ 2024 Form 1099-INT

Department of the Treasury-Internal Revenue Service Copy B for Recipient (OMB No. 1545-0112)

Box Description Total

1 Interest Income $ 772.19

3 Interest on U.S. Savings Bonds and Treasury Obligations $ 246.05
4 Federal Income Tax Withheld $ 0.00
5 Investment Expenses $ 0.00
6 Foreign Tax Paid $ 0.00
7 Foreign Country or U.S. Territory
8 Tax-Exempt Interest $ 0.00
9 Specified Private Activity Bond Interest $ 0.00
10 Market Discount $ 0.00
11 Bond Premium $ 0.00
12 Bond Premium on Treasury Obligations $ 0.00
13 Bond Premium on Tax-Exempt Bond $ 0.00
14 Tax-Exempt and Tax Credit Bond CUSIP No.
15 State
16 State Identification No.
17 State Tax Withheld $ 0.00
FATCA Filing Requirement
Amount in Box 9 Specified Private Activity Bond Interest subject to Alternative Minimum Tax is already included in Box 8 Tax-Exempt Interest. Both market discount and bond premium reported for
covered taxable and tax-exempt bonds. Market discount is only reported if you submitted a written election to include in income currently.

This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed
on you if this income is taxable and the IRS determines that it has not been reported.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0125-9S8N) Page 3 of 12
 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
FORM 1099 COMPOSITE

INSTRUCTIONS FOR RECIPIENTS OF FORM 1099

1099-INT: Interest Income

The information provided may be different for covered and noncovered securities. For a description of covered Box 10. For a taxable or tax-exempt covered security, if you made an election under section 1278(b) to include
securities, see the Instructions for Form 8949. For a taxable covered security acquired at a premium, unless you market discount in income as it accrues and you notified your payer of the election in writing in accordance with
notified the payer in writing in accordance with Regulations section 1.6045-1(n)(5) that you did not want to Regulations section 1.6045-1(n)(5), shows the market discount that accrued on the debt instrument during the
amortize the premium under section 171, or for a tax-exempt covered security acquired at a premium, your payer year while held by you, unless it was reported on Form 1099-OID. For a taxable or tax-exempt covered security
generally must report either (1) a net amount of interest that reflects the offset of the amount of interest paid to acquired on or after January 1, 2015, accrued market discount will be calculated on a constant yield basis unless
you by the amount of premium amortization allocable to the payment(s), or (2) a gross amount for both the you notified your payer in writing in accordance with Regulations section 1.6045-1(n)(5) that you did not want to
interest paid to you and the premium amortization allocable to the payment(s). If you did notify your payer that make a constant yield election for market discount under section 1276(b). Report the accrued market discount on
you did not want to amortize the premium on a taxable covered security, then your payer will only report the your income tax return as directed in the Instructions for Form 1040. Market discount on a tax-exempt security is
gross amount of interest paid to you. For a noncovered security acquired at a premium, your payer is only includible in taxable income as interest income.
required to report the gross amount of interest paid to you.
Box 11. For a taxable covered security (other than a U.S. Treasury obligation), shows the amount of premium
Recipient's taxpayer identification number (TIN). For your protection, this form may show only the last four amortization allocable to the interest payment(s), unless you notified the payer in writing in accordance with
digits of your TIN (social security number (SSN), individual taxpayer identification number (ITIN), adoption Regulations section 1.6045-1(n)(5) that you did not want to amortize bond premium under section 171. If an
taxpayer identification number (ATIN), or employer identification number (EIN)). However, the issuer has amount is reported in this box, see the Instructions for Schedule B (Form 1040) to determine the net amount of
reported your complete TIN to the IRS. interest includible in income on Form 1040 or 1040-SR with respect to the security. If an amount is not reported in
this box for a taxable covered security acquired at a premium and the payer is reporting premium amortization,
FATCA filing requirement. If the FATCA filing requirement box is checked, the payer is reporting on this Form
the payer has reported a net amount of interest in box 1. If the amount in box 11 is greater than the amount of
1099 to satisfy its chapter 4 account reporting requirement. You also may have a filing requirement. See the
interest paid on the covered security, see Regulations section 1.171-2(a)(4).
Instructions for Form 8938.
Box 12. For a U.S. Treasury obligation that is a covered security, shows the amount of premium amortization
Account number. May show an account or other unique number the payer assigned to distinguish your
allocable to the interest payment(s), unless you notified the payer in writing in accordance with Regulations
account.
section 1.6045-1(n)(5) that you did not want to amortize bond premium under section 171. If an amount is
Box 1. Shows taxable interest paid to you during the calendar year by the payer. This does not include interest reported in this box, see the Instructions for Schedule B (Form 1040) to determine the net amount of interest
shown in box 3. May also show the total amount of the credits from clean renewable energy bonds, new clean includible in income on Form 1040 or 1040-SR with respect to the U.S. Treasury obligation. If an amount is not
renewable energy bonds, qualified energy conservation bonds, qualified zone academy bonds, qualified school reported in this box for a U.S. Treasury obligation that is a covered security acquired at a premium and the payer
construction bonds, and build America bonds that must be included in your interest income. These amounts were is reporting premium amortization, the payer has reported a net amount of interest in box 3. If the amount in box
treated as paid to you during the calendar year on the credit allowance dates (March 15, June 15, September 15, 12 is greater than the amount of interest paid on the U.S. Treasury obligation, see Regulations section
and December 15). For more information, see Form 8912. See the instructions above for a taxable covered 1.171-2(a)(4).
security acquired at a premium.
Box 13. For a tax-exempt covered security, shows the amount of premium amortization allocable to the interest
Box 3. Shows interest on U.S. Savings Bonds, Treasury bills, Treasury bonds, and Treasury notes. This may or payment(s). If an amount is reported in this box, see Pub. 550 to determine the net amount of tax-exempt interest
may not all be taxable. See Pub. 550. This interest is exempt from state and local income taxes. This interest is reportable on Form 1040 or 1040-SR. If an amount is not reported in this box for a tax-exempt covered security
not included in box 1. See the instructions above for a taxable covered security acquired at a premium. acquired at a premium, the payer has reported a net amount of interest in box 8 or 9, whichever is applicable. If
the amount in box 13 is greater than the amount of interest paid on the tax-exempt covered security, the excess
Box 4. Shows backup withholding. Generally, a payer must backup withhold if you did not furnish your TIN or you
is a nondeductible loss. See Regulations section 1.171-2(a)(4)(ii).
did not furnish the correct TIN to the payer. See Form W-9. Include this amount on your income tax return as tax
withheld. Box 14. Shows CUSIP number(s) for tax-exempt bond(s) on which tax-exempt interest was paid, or tax credit
bond(s) on which taxable interest was paid or tax credit was allowed, to you during the calendar year. If blank, no
Box 5. Any amount shown is your share of investment expenses of a single-class REMIC. This amount is
CUSIP number was issued for the bond(s).
included in box 1. Note: This amount is not deductible.
Boxes 15-17. State tax withheld reporting boxes.
Box 6. Shows foreign tax paid. You may be able to claim this tax as a deduction or a credit on your Form 1040 or
1040-SR. See your tax return instructions. Nominees. If this form includes amounts belonging to another person(s), you are considered a nominee recipient.
Complete a Form 1099-INT for each of the other owners showing the income allocable to each. File Copy A of the
Box 7. Shows the country or U.S. territory to which the foreign tax was paid.
form with the IRS. Furnish Copy B to each owner. List yourself as the "payer" and the other owner(s) as the
Box 8. Shows tax-exempt interest paid to you during the calendar year by the payer. See how to report this "recipient." File Form(s) 1099-INT with Form 1096 with the Internal Revenue Service Center for your area. On
amount in the Instructions for Form 1040. This amount may be subject to backup withholding. See Box 4 above. Form 1096, list yourself as the "filer." A spouse is not required to file a nominee return to show amounts owned by
See the instructions above for a tax-exempt covered security acquired at a premium. the other spouse.

Box 9. Shows tax-exempt interest subject to the alternative minimum tax. This amount is included in box 8. See Future developments. For the latest information about developments related to Form 1099-INT and its
the Instructions for Form 6251. See the instructions above for a tax-exempt covered security acquired at a instructions, such as legislation enacted after they were published, go towww.irs.gov/Form1099INT.
premium.
Free File Program. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax preparation,
e-filing, and direct deposit or payment options. Page 4 of 12
© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0125-9S8N)
 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
FORM 1099 COMPOSITE

Date Prepared: February 7, 2025

Recipient's Name and Address Payer's Name and Address
TISON GANNON KELLEY CHARLES SCHWAB & CO., INC.
104 ALWYN RD 3000 SCHWAB WAY
SYRACUSE NY 13214-1608 WESTLAKE, TX 76262
Taxpayer ID Number: ***-**-2919 Account Number: 1293-2166 Telephone Number: (800) 435-4000
Federal ID Number: 94-1737782

Proceeds from Broker Transactions __ 2024 Form 1099-B

Department of the Treasury-Internal Revenue Service Copy B for Recipient (OMB No. 1545-0715)

SHORT-TERM TRANSACTIONS FOR WHICH BASIS IS REPORTED TO THE IRS - Report on Form 8949, Part I, with Box A checked.

1b-Date
acquired 1d-Proceeds 1f-Accrued
1a-Description of property 1c-Date 6-Reported to IRS: Market Discount
(Example 100 sh. XYZ Co.) Gross Proceeds
sold or (except where 1e-Cost or 1g-Wash Sale Realized 4-Federal Income
CUSIP Number / Symbol ** disposed other basis Gain or (Loss) tax withheld
indicated) Loss Disallowed
114 ISHARES BITCOIN ETF S 08/05/24 $ 3,585.18 $ 3,479.28 -- $ 105.90 $ 0.00
46438F101 / IBIT 08/06/24 --
Security Subtotal $ 3,585.18 $ 3,479.28 -- $ 105.90 $ 0.00
--
Total Short-Term (Cost basis is reported to the IRS) $ 3,585.18 $ 3,479.28 -- $ 105.90 $ 0.00
--
Total Short-Term Sales Price of Stocks, Bonds, etc. $ 3,585.18 $ 3,479.28 -- $ 105.90 $ 0.00
--
Total Sales Price of Stocks, Bonds, etc. $ 3,585.18
Total Federal Income Tax Withheld $ 0.00
FATCA Filing Requirement
Please see the "Notes for Your Form 1099-B" section for additional explanation of this Form 1099-B report.

This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed
on you if this income is taxable and the IRS determines that it has not been reported.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0125-9S8N) Page 5 of 12
 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
FORM 1099 COMPOSITE

INSTRUCTIONS FOR RECIPIENTS OF FORM 1099

1099-B: Proceeds from Broker Transactions
Brokers and barter exchanges must report proceeds from (and in some cases, basis for) transactions to you reflect your option premium. If the securities were acquired through the exercise of a compensatory option, the
and the IRS on Form 1099-B. Reporting is also required when your broker knows or has reason to know that a basis has not been adjusted to include any amount related to the option that was reported to you on a Form W-2.
corporation in which you own stock has had a reportable change in control or capital structure. You may be If box 5 is checked, box 1e may be blank. See the Instructions for Form 8949, Instructions for Schedule D (Form
required to recognize gain from the receipt of cash, stock, or other property that was exchanged for the 1040), or Pub. 550 for details.
corporation's stock. If your broker reported this type of transaction to you, the corporation is identified in box 1a.
Box 1f. Shows the amount of accrued market discount. For details on market discount, see the Schedule D
Recipient's taxpayer identification number (TIN). For your protection, this form may show only the last four (Form 1040) instructions, the Instructions for Form 8949, and Pub. 550. If box 5 is checked, box 1f may be blank.
digits of your TIN (social security number (SSN), individual taxpayer identification number (ITIN), adoption
taxpayer identification number (ATIN), or employer identification number (EIN)). However, the issuer has Box 1g. Shows the amount of nondeductible loss in a wash sale transaction. For details on wash sales, see the
reported your complete TIN to the IRS. Schedule D (Form 1040) instructions, the Instructions for Form 8949, and Pub. 550. If box 5 is checked, box 1g
may be blank.
Account number. May show an account or other unique number the payer assigned to distinguish your
account. Box 2. The short-term and long-term boxes pertain to short-term gain or loss and long-term gain or loss. If the
"Ordinary" box is checked, your security may be subject to special rules. For example, gain on a contingent
CUSIP number. Shows the CUSIP (Committee on Uniform Security Identification Procedures) number or other payment debt instrument subject to the noncontingent bond method is generally treated as ordinary interest
applicable identifying number. income rather than as capital gain. See the Instructions for Form 8949, Pub. 550, or Pub. 1212 for more details
on whether there are any special rules or adjustments that might apply to your security. If box 5 is checked, box
FATCA filing requirement. If the FATCA filing requirement box is checked, the payer is reporting on this Form 2 may be blank.
1099 to satisfy its account reporting requirement under chapter 4 of the Internal Revenue code. You may also
have a filing requirement. See the Instructions for Form 8938. Box 3. If checked, proceeds are from a transaction involving collectibles or from a Qualified Opportunity
Fund(QOF).
Applicable checkbox on Form 8949. Indicates where to report this transaction on Form 8949 and Schedule
D (Form 1040), and which checkbox is applicable. See the instructions for your Schedule D (Form 1040) and/or Box 4. Shows backup withholding. Generally, a payer must backup withhold if you did not furnish your TIN to the
Form 8949. payer. See Form W-9 for information on backup withholding. Include this amount on your income tax return as
tax withheld.
Box 1a. Shows a brief description of the item or service for which amounts are being reported. For a
corporation that had a reportable change in control or capital structure, this box may show the class of stock Box 5. If checked, the securities sold were noncovered securities and boxes 1b, 1e, 1f, 1g, and 2 may be blank.
as C (common), P (preferred), or O (other). Generally, a noncovered security means (a) stock purchased before 2011, (b) stock in most mutual funds
purchased before 2012, (c) stock purchased in or transferred to a dividend reinvestment plan before 2012, (d)
Box 1b. This box may be blank if box 5 is checked or if the securities sold were acquired on a variety of dates. debt acquired before 2014, (e) options granted or acquired before 2014, and (f)securities futures contracts
For short sales, the date shown is the date you acquired the security delivered to close the short sale. executed before 2014.

Box 1c. Shows the trade date of the sale or exchange. For short sales, the date shown is the date the security Box 6. If the exercise of a noncompensatory option resulted in a sale of a security, a checked "net proceeds" box
was delivered to close the short sale. For aggregate reporting in boxes 8 through 11, no entry will be present. indicates whether the amount in box 1d was adjusted for option premium.

Box 1d. Shows the cash proceeds, reduced by any commissions or transfer taxes related to the sale, for Box 7. If checked, you cannot take a loss on your tax return based on gross proceeds from a reportable change
transactions involving stocks, debt, commodities, forward contracts, non-Section 1256 option contracts, or in control or capital structure reported in box 1d. See the Form 8949 and Schedule D (Form 1040) instructions.
securities futures contracts. May show the proceeds from the disposition of your interest(s) in a widely held The broker should advise you of any losses on a separate statement.
fixed investment trust. May also show the aggregate amount of cash and the fair market value of any stock or
other property received in a reportable change in control or capital structure arising from the corporate transfer Box 12. If checked, the basis in box 1e has been reported to the IRS and either the short-term or the long-term
of property to a foreign corporation. Losses on forward contracts or non-Section 1256 option contracts are gain or loss box in box 2 will be checked. If box 12 is checked on Form(s) 1099-B and NO adjustment is
shown in parentheses. This box does not include proceeds from regulated futures contracts or Section 1256 required, see the instructions for your Schedule D (Form 1040) as you may be able to report your transaction
option contracts. Report this amount on Form 8949 or on Schedule D (Form 1040) (whichever is applicable) as directly on Schedule D (Form 1040). If the "Ordinary" box in box 2 is checked, an adjustment may be required.
explained in the Instructions for Schedule D (Form 1040).
Boxes 14-16. Show state(s)/local income tax information.
Box 1e. Shows the cost or other basis of securities sold. If the securities were acquired through the exercise of
a noncompensatory option granted or acquired on or after January 1, 2014, the basis has been adjusted to Future developments. For the latest information about any developments related to Form 1099-B and its
reflect your option premium. If the securities were acquired through the exercise of a noncompensatory option instructions, such as legislation enacted after they were published, go towww.irs.gov/Form1099B.
granted or acquired before January 1, 2014, your broker is permitted, but not required, to adjust the basis to
Free File Program. Go to www.irs.gov/FreeFile to see if you qualify for no-cost online federal tax preparation,
e-filing, and direct deposit or payment options.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0125-9S8N) Page 6 of 12
 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
FORM 1099 COMPOSITE

Date Prepared: February 7, 2025

Notes for Your Form 1099-B

Box 1b-Date acquired: If there is more than one lot in a sell transaction, the acquisition date for the individual lot in the transaction can be found in the Realized
Gain or (Loss) section of the Year-End Summary.
(1) If Box 1b-Date acquired displays as VARIOUS, your sell transaction included multiple tax lots purchased on different acquisition dates within
the same holding period and covered/non-covered status. The lots in the transaction are rolled up into a single sell transaction.
(2) If the cost basis is missing or not provided, a short-term holding period may have been applied for a position that may have been held long term.

Box 1d-Proceeds/Box 6-Reported to IRS: Gross proceeds (except where indicated):

(1) Gross proceeds from each of your security transactions are reported individually to the IRS.
(2) Gross proceeds in aggregate are not reported to the IRS and should not be reported on your tax return.
(3) Net proceeds will only be displayed if the proceeds on a trade have been adjusted for an option premium.

Box 1e-Cost or other basis: Schwab has provided cost basis information whenever possible for most investments. Cost basis data may be incomplete or
unavailable for some of your holdings. When value for the report is unavailable, it is noted as follows:

Not Schwab is not providing Cost Basis on this security type.

Provided
Missing (1) Cost Basis data may not be available for a number of reasons (for example, the security was purchased outside of Schwab and we did not
receive cost basis from the transferring firm).
(2) The security was purchased more than 10 years ago.

Realized Gain or (Loss): Realized Gain or (Loss) is not reported to the IRS.
Box 2-Short-term gain or loss, Long-term gain or loss, or Ordinary: Only if you have both long-term and short-term transactions will you receive both long-term and short-term sections of the
1099-B:
Long-term gain or loss has a holding period greater than one year.
Short-term gain or loss has a holding period of one year or less.
Other Cost Basis Notes:
(1) The cost basis and basis adjustments for covered securities are reported to the IRS.
(2) If "BASIS IS REPORTED TO THE IRS" appears in the section heading, this indicates Box 12-If checked, basis reported to IRS is checked. If "BASIS IS AVAILABLE BUT NOT REPORTED"
or "BASIS IS MISSING AND NOT REPORTED" appears, this indicates Box 5-If checked, noncovered security is checked. These boxes are not displayed on the 1099-B but the boxes are
reported to the IRS and included in the download for TurboTax and H&R Block.
(3) For non-covered securities appearing in sections of the 1099-B which include the headings "BASIS IS AVAILABLE BUT NOT REPORTED TO THE IRS" or
"BASIS IS MISSING AND NOT REPORTED TO THE IRS", Box 1b-Date acquired, 1e-Cost or other basis, 1f-Accrued Market Discount and 1g-Wash Sale Loss
Disallowed are not reported to the IRS.

**Activity Codes (Not reported to the IRS)

C = Cash in Lieu E = Exchange P = Principal S = Sale T = Tender BC = Buy to Close X = Expiration
CV = Conversion M = Cash Merger MT = Maturity R = Redemption SS = Short Sale SC = Sell to Close

This is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction may be imposed
on you if this income is taxable and the IRS determines that it has not been reported.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0125-9S8N) Page 7 of 12
 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
YEAR-END SUMMARY

YEAR-END SUMMARY INFORMATION IS NOT PROVIDED TO THE IRS. Date Prepared: February 7, 2025
The information in this and all subsequent sections is not provided to the IRS by Charles Schwab. It is provided to you as additional tax reporting information you may need to complete your tax return.

INTEREST & DIVIDENDS

The information in the following sections may be helpful for, but not limited to, Schedule B. Please consult with your tax advisor or financial advisor regarding specific
questions.

Detail Information of Interest Income

CUSIP Paid/Adjusted in
Description Number Paid in 2024 2025 for 2024 Amount
Interest Income
DEPOSIT INTEREST $ 83.64 $ 0.00 $ 83.64
JPMORGAN CHASE B 5.15%24 46656MD73 $ 688.55 $ 0.00 $ 688.55
Total Interest Income (Included in Box 1) $ 772.19 $ 0.00 $ 772.19

Total Interest Income (Box 1) $ 772.19 $ 0.00 $ 772.19

Interest on U.S. Savings Bonds and Treasury Obligations

US TREASURY BILXXX 912797HF7 $ 246.05 $ 0.00 $ 246.05
Total U.S. Savings Bonds & Treasury Obligations Interest (Included in Box 3) $ 246.05 $ 0.00 $ 246.05

Total Interest on U.S. Savings Bonds and Treasury Obligations (Box 3) $ 246.05 $ 0.00 $ 246.05

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0125-9S8N) Page 8 of 12
 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
YEAR-END SUMMARY

YEAR-END SUMMARY INFORMATION IS NOT PROVIDED TO THE IRS. Date Prepared: February 7, 2025
The information in this and all subsequent sections is not provided to the IRS by Charles Schwab. It is provided to you as additional tax reporting information you may need to complete your tax return.

REALIZED GAIN OR (LOSS)

The information in the following sections include all your realized gain or (loss) transactions during the tax year. They may be helpful for, but not limited to, Schedule D.
Please consult with your tax advisor or financial advisor regarding specific questions.

Short-Term Realized Gain or (Loss)

This section is for covered securities and corresponds to transactions reported on your 1099-B as "cost basis is reported to the IRS." Report on Form 8949, Part I, with Box A checked.

Description OR CUSIP Date Date (+)Wash Sale (=)Realized

Option Symbol Number Quantity/Par Acquired Sold Total Proceeds (-)Cost Basis Loss Disallowed Gain or (Loss)
ISHARES BITCOIN ETF 46438F101 114.00 08/05/24 08/06/24 $ 3,585.18 $ 3,479.28 -- $ 105.90
Security Subtotal $ 3,585.18 $ 3,479.28 -- $ 105.90 f

Total Short-Term (Cost basis is reported to the IRS) $ 3,585.18 $ 3,479.28 -- $ 105.90 f

Total Short-Term $ 3,585.18 $ 3,479.28 -- $ 105.90 f

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 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
YEAR-END SUMMARY

YEAR-END SUMMARY INFORMATION IS NOT PROVIDED TO THE IRS. Date Prepared: February 7, 2025
The information in this and all subsequent sections is not provided to the IRS by Charles Schwab. It is provided to you as additional tax reporting information you may need to complete your tax return.

Realized Gain or (Loss) Summary

Total Realized Gain or (Loss)

(+)Wash Sale (=)Realized

Description Total Proceeds (-)Cost Basis Loss Disallowed Gain or (Loss)
Total Short-Term Realized Gain or (Loss) (Cost basis is reported to the IRS. Report on $ 3,585.18 $ 3,479.28 -- $ 105.90
Form 8949, Part I, with Box A checked.)
Total Short-Term Realized Gain or (Loss) $ 3,585.18 $ 3,479.28 -- $ 105.90

TOTAL REALIZED GAIN OR (LOSS) $ 3,585.18 $ 3,479.28 -- $ 105.90

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 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
YEAR-END SUMMARY

YEAR-END SUMMARY INFORMATION IS NOT PROVIDED TO THE IRS. Date Prepared: February 7, 2025
The information in this and all subsequent sections is not provided to the IRS by Charles Schwab. It is provided to you as additional tax reporting information you may need to complete your tax return.

Notes for Your Realized Gain or (Loss)

Schwab has provided realized gain and loss information whenever possible for most investments. Cost basis data may be incomplete or unavailable for some of
your holdings. See Terms and Conditions.

When value for the report is unavailable, it is noted as follows: "Missing" or "Not Provided"

Not Schwab is not providing Cost Basis on this security type.

Provided
Missing Cost Basis may be missing due to one of the following reasons:
• Cost basis data may not be available for a number of reasons (for example, the security was purchased outside of Schwab and we did not
receive cost basis from the transferring firm).
• The security was purchased more than 10 years ago.

Date If the cost basis is missing or not provided, a short-term holding period may have been applied for a position that may have been held long term.
Acquired

Total The amount displayed in this column has been adjusted for option premiums, if applicable.
Proceeds

Cost Basis The amount displayed in this column may differ from your original cost basis as adjustments may have been made to reflect applicable
option premiums, corporate actions and/or wash sales.

Wash Sale The disallowed amount displayed in this column has been added to the cost basis of other share lots with the same CUSIP owned in the
Loss same account at the time the loss was disallowed.
Disallowed

Realized The calculation for gain or (loss) displayed in this column is Total Proceeds - Cost Basis + Wash Sale Loss Disallowed - Market Discount
Gain or =Realized Gain or (Loss)
(Loss)

For sales of short-term debt issued after January 1, 2014, talk to your tax advisor as to how to report the income.

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 Schwab One® Account of Account Number TAX YEAR 2024
TISON GANNON KELLEY 1293-2166
FORM 1099 COMPOSITE
& YEAR-END SUMMARY

Date Prepared: February 7, 2025

TERMS AND CONDITIONS
GENERAL INFORMATION IN CASE OF QUESTIONS:If you have questions about this report or about specific Schwab
accounts or Schwab One transactions (other than wire transfers or check transactions), contact
Form 1099-Composite Schwab at 1-800-435-4000. If you have a complaint regarding your Schwab statement or our
For U.S. taxpayers, the information reported to you on Form 1099 is given to the Internal Revenue products and services, please write to the Client Advocacy Team at Charles Schwab & Co., Inc.,
Service (IRS). Form 1099-Composite is comprised of the following substitute forms: 1099-DIV, Attention: Client Advocacy Team, 211 Main St., San Francisco, CA 94105. Outside of the U.S., call
1099-INT, 1099-MISC, 1099-OID, and 1099-B. The form(s) you receive in Form 1099 Composite +1-415-667-5009.
depends on the income reportable to the IRS.

Year-End Summary

The information in the Year-End Summary is provided to you as a courtesy, should you need
additional information when completing your tax return. When relevant, IRS box numbers are
referenced to indicate individual items that make up the totals appearing on your Form(s) 1099. With
the exception of the totals reported in the IRS box numbers referenced, Charles Schwab does not
provide the details of the Year-End Summary to the IRS.

We recommend that all customers consult their investment and tax advisors prior to using this
information.

Corrected Form 1099 and Year-End Summary

We are required to send you a corrected form with the revisions clearly marked when we receive
updates or revisions to information contained in the form. This generally occurs if one or more of the
issuers of the securities in your account reallocated certain income distribution (e.g., dividends or
capital gains) after we mailed your original Form 1099. As a result, the supplemental information in
Year-End Summary may be updated.

Upon receiving a corrected form, you may want to consider filing an amended return based on the
changes in your taxable income as reported on your corrected Form 1099. We suggest that you
consult with a qualified tax advisor, CPA, financial planner, or investment manager before you
proceed.

Duplicate Form 1099 and Year-End Summary

If you request a duplicate Form 1099, please be aware that Schwab uses the most up-to-date
information available at the time of the production. Thus, your duplicate Form 1099 and Year-End
Summary may have more up-to-date information than the original Form 1099.

Realized Gain or (Loss) in Year-End Summary

The Realized Gain or (Loss) section provides information for all your realized gain or (loss)
transactions during the tax year. It contains all transactions included in the Form 1099-B as well as
transactions that are not reported on Form 1099-B (for example; sales and expirations of noncovered
option activities, cash in lieu under $20, bankruptcy, and worthless securities). This supplemental
information is believed to be accurate as of the date the data was compiled but they may not be
updated for any corrections after the data was initially compiled.

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