text,label "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2: Wage and Tax Statement"". The populated sections contain wages: USD 10,822.00; federal income tax withheld: USD 1,082.20; employer: Example Entity 6-0-2; employee: Example Entity 6-0-3. Prepared for Example Individual 600.",W-2 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2: Wage and Tax Statement"". The populated sections contain wages: USD 10,905.00; federal income tax withheld: USD 1,090.50; employer: Example Entity 6-1-2; employee: Example Entity 6-1-3. Prepared for Example Individual 601.",W-2 "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-2: Wage and Tax Statement"". The populated sections contain wages: USD 10,988.00; federal income tax withheld: USD 1,098.80; employer: Example Entity 6-2-2; employee: Example Entity 6-2-3. Prepared for Example Individual 602.",W-2 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2: Wage and Tax Statement"". The populated sections contain wages: USD 11,071.00; federal income tax withheld: USD 1,107.10; employer: Example Entity 6-3-2; employee: Example Entity 6-3-3. Prepared for Example Individual 603.",W-2 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2: Wage and Tax Statement"". The populated sections contain wages: USD 11,154.00; federal income tax withheld: USD 1,115.40; employer: Example Entity 6-4-2; employee: Example Entity 6-4-3. Prepared for Example Individual 604.",W-2 "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-2: Wage and Tax Statement"". The populated sections contain wages: USD 11,237.00; federal income tax withheld: USD 1,123.70; employer: Example Entity 6-5-2; employee: Example Entity 6-5-3. Prepared for Example Individual 605.",W-2 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2: Wage and Tax Statement"". The populated sections contain wages: USD 11,320.00; federal income tax withheld: USD 1,132.00; employer: Example Entity 6-6-2; employee: Example Entity 6-6-3. Prepared for Example Individual 606.",W-2 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2: Wage and Tax Statement"". The populated sections contain wages: USD 11,403.00; federal income tax withheld: USD 1,140.30; employer: Example Entity 6-7-2; employee: Example Entity 6-7-3. Prepared for Example Individual 607.",W-2 "COPY FOR RECORDS: Form W-2: Wage and Tax Statement Period: January through December 2023. The named recipient Example Party 700 has these entries: wages: USD 10,959.00 federal income tax withheld: USD 1,095.90 employer: Example Entity 7-0-2 employee: Example Entity 7-0-3",W-2 "COPY FOR RECORDS: Form W-2: Wage and Tax Statement Period: January through December 2024. The named recipient Example Party 701 has these entries: wages: USD 11,042.00 federal income tax withheld: USD 1,104.20 employer: Example Entity 7-1-2 employee: Example Entity 7-1-3",W-2 "COPY FOR RECORDS: Form W-2: Wage and Tax Statement Period: January through December 2025. The named recipient Example Party 702 has these entries: wages: USD 11,125.00 federal income tax withheld: USD 1,112.50 employer: Example Entity 7-2-2 employee: Example Entity 7-2-3",W-2 "COPY FOR RECORDS: Form W-2: Wage and Tax Statement Period: January through December 2023. The named recipient Example Party 703 has these entries: wages: USD 11,208.00 federal income tax withheld: USD 1,120.80 employer: Example Entity 7-3-2 employee: Example Entity 7-3-3",W-2 "COPY FOR RECORDS: Form W-2: Wage and Tax Statement Period: January through December 2024. The named recipient Example Party 704 has these entries: wages: USD 11,291.00 federal income tax withheld: USD 1,129.10 employer: Example Entity 7-4-2 employee: Example Entity 7-4-3",W-2 "COPY FOR RECORDS: Form W-2: Wage and Tax Statement Period: January through December 2025. The named recipient Example Party 705 has these entries: wages: USD 11,374.00 federal income tax withheld: USD 1,137.40 employer: Example Entity 7-5-2 employee: Example Entity 7-5-3",W-2 "COPY FOR RECORDS: Form W-2: Wage and Tax Statement Period: January through December 2023. The named recipient Example Party 706 has these entries: wages: USD 11,457.00 federal income tax withheld: USD 1,145.70 employer: Example Entity 7-6-2 employee: Example Entity 7-6-3",W-2 "COPY FOR RECORDS: Form W-2: Wage and Tax Statement Period: January through December 2024. The named recipient Example Party 707 has these entries: wages: USD 11,540.00 federal income tax withheld: USD 1,154.00 employer: Example Entity 7-7-2 employee: Example Entity 7-7-3",W-2 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2c: Corrected Wage and Tax Statement"". The populated sections contain previously reported wages: USD 10,822.00; correct wages: USD 10,822.00; employer: Example Entity 6-0-2; employee: Example Entity 6-0-3. Prepared for Example Individual 600.",W-2 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2c: Corrected Wage and Tax Statement"". The populated sections contain previously reported wages: USD 10,905.00; correct wages: USD 10,905.00; employer: Example Entity 6-1-2; employee: Example Entity 6-1-3. Prepared for Example Individual 601.",W-2 "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-2c: Corrected Wage and Tax Statement"". The populated sections contain previously reported wages: USD 10,988.00; correct wages: USD 10,988.00; employer: Example Entity 6-2-2; employee: Example Entity 6-2-3. Prepared for Example Individual 602.",W-2 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2c: Corrected Wage and Tax Statement"". The populated sections contain previously reported wages: USD 11,071.00; correct wages: USD 11,071.00; employer: Example Entity 6-3-2; employee: Example Entity 6-3-3. Prepared for Example Individual 603.",W-2 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2c: Corrected Wage and Tax Statement"". The populated sections contain previously reported wages: USD 11,154.00; correct wages: USD 11,154.00; employer: Example Entity 6-4-2; employee: Example Entity 6-4-3. Prepared for Example Individual 604.",W-2 "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-2c: Corrected Wage and Tax Statement"". The populated sections contain previously reported wages: USD 11,237.00; correct wages: USD 11,237.00; employer: Example Entity 6-5-2; employee: Example Entity 6-5-3. Prepared for Example Individual 605.",W-2 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2c: Corrected Wage and Tax Statement"". The populated sections contain previously reported wages: USD 11,320.00; correct wages: USD 11,320.00; employer: Example Entity 6-6-2; employee: Example Entity 6-6-3. Prepared for Example Individual 606.",W-2 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2c: Corrected Wage and Tax Statement"". The populated sections contain previously reported wages: USD 11,403.00; correct wages: USD 11,403.00; employer: Example Entity 6-7-2; employee: Example Entity 6-7-3. Prepared for Example Individual 607.",W-2 "COPY FOR RECORDS: Form W-2c: Corrected Wage and Tax Statement Period: January through December 2023. The named recipient Example Party 700 has these entries: previously reported wages: USD 10,959.00 correct wages: USD 10,959.00 employer: Example Entity 7-0-2 employee: Example Entity 7-0-3",W-2 "COPY FOR RECORDS: Form W-2c: Corrected Wage and Tax Statement Period: January through December 2024. The named recipient Example Party 701 has these entries: previously reported wages: USD 11,042.00 correct wages: USD 11,042.00 employer: Example Entity 7-1-2 employee: Example Entity 7-1-3",W-2 "COPY FOR RECORDS: Form W-2c: Corrected Wage and Tax Statement Period: January through December 2025. The named recipient Example Party 702 has these entries: previously reported wages: USD 11,125.00 correct wages: USD 11,125.00 employer: Example Entity 7-2-2 employee: Example Entity 7-2-3",W-2 "COPY FOR RECORDS: Form W-2c: Corrected Wage and Tax Statement Period: January through December 2023. The named recipient Example Party 703 has these entries: previously reported wages: USD 11,208.00 correct wages: USD 11,208.00 employer: Example Entity 7-3-2 employee: Example Entity 7-3-3",W-2 "COPY FOR RECORDS: Form W-2c: Corrected Wage and Tax Statement Period: January through December 2024. The named recipient Example Party 704 has these entries: previously reported wages: USD 11,291.00 correct wages: USD 11,291.00 employer: Example Entity 7-4-2 employee: Example Entity 7-4-3",W-2 "COPY FOR RECORDS: Form W-2c: Corrected Wage and Tax Statement Period: January through December 2025. The named recipient Example Party 705 has these entries: previously reported wages: USD 11,374.00 correct wages: USD 11,374.00 employer: Example Entity 7-5-2 employee: Example Entity 7-5-3",W-2 "COPY FOR RECORDS: Form W-2c: Corrected Wage and Tax Statement Period: January through December 2023. The named recipient Example Party 706 has these entries: previously reported wages: USD 11,457.00 correct wages: USD 11,457.00 employer: Example Entity 7-6-2 employee: Example Entity 7-6-3",W-2 "COPY FOR RECORDS: Form W-2c: Corrected Wage and Tax Statement Period: January through December 2024. The named recipient Example Party 707 has these entries: previously reported wages: USD 11,540.00 correct wages: USD 11,540.00 employer: Example Entity 7-7-2 employee: Example Entity 7-7-3",W-2 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2G: Certain Gambling Winnings"". The populated sections contain reportable winnings: USD 10,822.00; date won: 2023-03-01; federal income tax withheld: USD 1,082.20. Prepared for Example Individual 600.",W-2G "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2G: Certain Gambling Winnings"". The populated sections contain reportable winnings: USD 10,905.00; date won: 2024-03-02; federal income tax withheld: USD 1,090.50. Prepared for Example Individual 601.",W-2G "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-2G: Certain Gambling Winnings"". The populated sections contain reportable winnings: USD 10,988.00; date won: 2025-03-03; federal income tax withheld: USD 1,098.80. Prepared for Example Individual 602.",W-2G "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2G: Certain Gambling Winnings"". The populated sections contain reportable winnings: USD 11,071.00; date won: 2023-03-04; federal income tax withheld: USD 1,107.10. Prepared for Example Individual 603.",W-2G "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2G: Certain Gambling Winnings"". The populated sections contain reportable winnings: USD 11,154.00; date won: 2024-03-05; federal income tax withheld: USD 1,115.40. Prepared for Example Individual 604.",W-2G "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-2G: Certain Gambling Winnings"". The populated sections contain reportable winnings: USD 11,237.00; date won: 2025-03-06; federal income tax withheld: USD 1,123.70. Prepared for Example Individual 605.",W-2G "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-2G: Certain Gambling Winnings"". The populated sections contain reportable winnings: USD 11,320.00; date won: 2023-03-07; federal income tax withheld: USD 1,132.00. Prepared for Example Individual 606.",W-2G "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-2G: Certain Gambling Winnings"". The populated sections contain reportable winnings: USD 11,403.00; date won: 2024-03-08; federal income tax withheld: USD 1,140.30. Prepared for Example Individual 607.",W-2G "COPY FOR RECORDS: Form W-2G: Certain Gambling Winnings Period: January through December 2023. The named recipient Example Party 700 has these entries: reportable winnings: USD 10,959.00 date won: 2023-03-01 federal income tax withheld: USD 1,095.90",W-2G "COPY FOR RECORDS: Form W-2G: Certain Gambling Winnings Period: January through December 2024. The named recipient Example Party 701 has these entries: reportable winnings: USD 11,042.00 date won: 2024-03-02 federal income tax withheld: USD 1,104.20",W-2G "COPY FOR RECORDS: Form W-2G: Certain Gambling Winnings Period: January through December 2025. The named recipient Example Party 702 has these entries: reportable winnings: USD 11,125.00 date won: 2025-03-03 federal income tax withheld: USD 1,112.50",W-2G "COPY FOR RECORDS: Form W-2G: Certain Gambling Winnings Period: January through December 2023. The named recipient Example Party 703 has these entries: reportable winnings: USD 11,208.00 date won: 2023-03-04 federal income tax withheld: USD 1,120.80",W-2G "COPY FOR RECORDS: Form W-2G: Certain Gambling Winnings Period: January through December 2024. The named recipient Example Party 704 has these entries: reportable winnings: USD 11,291.00 date won: 2024-03-05 federal income tax withheld: USD 1,129.10",W-2G "COPY FOR RECORDS: Form W-2G: Certain Gambling Winnings Period: January through December 2025. The named recipient Example Party 705 has these entries: reportable winnings: USD 11,374.00 date won: 2025-03-06 federal income tax withheld: USD 1,137.40",W-2G "COPY FOR RECORDS: Form W-2G: Certain Gambling Winnings Period: January through December 2023. The named recipient Example Party 706 has these entries: reportable winnings: USD 11,457.00 date won: 2023-03-07 federal income tax withheld: USD 1,145.70",W-2G "COPY FOR RECORDS: Form W-2G: Certain Gambling Winnings Period: January through December 2024. The named recipient Example Party 707 has these entries: reportable winnings: USD 11,540.00 date won: 2024-03-08 federal income tax withheld: USD 1,154.00",W-2G "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-NEC: Nonemployee Compensation"". The populated sections contain nonemployee compensation: Example Entity 6-0-0; payer: Example Entity 6-0-1; recipient: Example Entity 6-0-2; tax withheld: USD 1,082.20. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-NEC: Nonemployee Compensation"". The populated sections contain nonemployee compensation: Example Entity 6-1-0; payer: Example Entity 6-1-1; recipient: Example Entity 6-1-2; tax withheld: USD 1,090.50. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-NEC: Nonemployee Compensation"". The populated sections contain nonemployee compensation: Example Entity 6-2-0; payer: Example Entity 6-2-1; recipient: Example Entity 6-2-2; tax withheld: USD 1,098.80. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-NEC: Nonemployee Compensation"". The populated sections contain nonemployee compensation: Example Entity 6-3-0; payer: Example Entity 6-3-1; recipient: Example Entity 6-3-2; tax withheld: USD 1,107.10. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-NEC: Nonemployee Compensation"". The populated sections contain nonemployee compensation: Example Entity 6-4-0; payer: Example Entity 6-4-1; recipient: Example Entity 6-4-2; tax withheld: USD 1,115.40. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-NEC: Nonemployee Compensation"". The populated sections contain nonemployee compensation: Example Entity 6-5-0; payer: Example Entity 6-5-1; recipient: Example Entity 6-5-2; tax withheld: USD 1,123.70. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-NEC: Nonemployee Compensation"". The populated sections contain nonemployee compensation: Example Entity 6-6-0; payer: Example Entity 6-6-1; recipient: Example Entity 6-6-2; tax withheld: USD 1,132.00. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-NEC: Nonemployee Compensation"". The populated sections contain nonemployee compensation: Example Entity 6-7-0; payer: Example Entity 6-7-1; recipient: Example Entity 6-7-2; tax withheld: USD 1,140.30. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-NEC: Nonemployee Compensation Period: January through December 2023. The named recipient Example Party 700 has these entries: nonemployee compensation: Example Entity 7-0-0 payer: Example Entity 7-0-1 recipient: Example Entity 7-0-2 tax withheld: USD 1,095.90",1099 "COPY FOR RECORDS: Form 1099-NEC: Nonemployee Compensation Period: January through December 2024. The named recipient Example Party 701 has these entries: nonemployee compensation: Example Entity 7-1-0 payer: Example Entity 7-1-1 recipient: Example Entity 7-1-2 tax withheld: USD 1,104.20",1099 "COPY FOR RECORDS: Form 1099-NEC: Nonemployee Compensation Period: January through December 2025. The named recipient Example Party 702 has these entries: nonemployee compensation: Example Entity 7-2-0 payer: Example Entity 7-2-1 recipient: Example Entity 7-2-2 tax withheld: USD 1,112.50",1099 "COPY FOR RECORDS: Form 1099-NEC: Nonemployee Compensation Period: January through December 2023. The named recipient Example Party 703 has these entries: nonemployee compensation: Example Entity 7-3-0 payer: Example Entity 7-3-1 recipient: Example Entity 7-3-2 tax withheld: USD 1,120.80",1099 "COPY FOR RECORDS: Form 1099-NEC: Nonemployee Compensation Period: January through December 2024. The named recipient Example Party 704 has these entries: nonemployee compensation: Example Entity 7-4-0 payer: Example Entity 7-4-1 recipient: Example Entity 7-4-2 tax withheld: USD 1,129.10",1099 "COPY FOR RECORDS: Form 1099-NEC: Nonemployee Compensation Period: January through December 2025. The named recipient Example Party 705 has these entries: nonemployee compensation: Example Entity 7-5-0 payer: Example Entity 7-5-1 recipient: Example Entity 7-5-2 tax withheld: USD 1,137.40",1099 "COPY FOR RECORDS: Form 1099-NEC: Nonemployee Compensation Period: January through December 2023. The named recipient Example Party 706 has these entries: nonemployee compensation: Example Entity 7-6-0 payer: Example Entity 7-6-1 recipient: Example Entity 7-6-2 tax withheld: USD 1,145.70",1099 "COPY FOR RECORDS: Form 1099-NEC: Nonemployee Compensation Period: January through December 2024. The named recipient Example Party 707 has these entries: nonemployee compensation: Example Entity 7-7-0 payer: Example Entity 7-7-1 recipient: Example Entity 7-7-2 tax withheld: USD 1,154.00",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-MISC: Miscellaneous Information"". The populated sections contain rents: USD 10,822.00; royalties: USD 10,822.00; other income: USD 10,822.00; payer: Example Entity 6-0-3; recipient: Example Entity 6-0-4. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-MISC: Miscellaneous Information"". The populated sections contain rents: USD 10,905.00; royalties: USD 10,905.00; other income: USD 10,905.00; payer: Example Entity 6-1-3; recipient: Example Entity 6-1-4. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-MISC: Miscellaneous Information"". The populated sections contain rents: USD 10,988.00; royalties: USD 10,988.00; other income: USD 10,988.00; payer: Example Entity 6-2-3; recipient: Example Entity 6-2-4. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-MISC: Miscellaneous Information"". The populated sections contain rents: USD 11,071.00; royalties: USD 11,071.00; other income: USD 11,071.00; payer: Example Entity 6-3-3; recipient: Example Entity 6-3-4. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-MISC: Miscellaneous Information"". The populated sections contain rents: USD 11,154.00; royalties: USD 11,154.00; other income: USD 11,154.00; payer: Example Entity 6-4-3; recipient: Example Entity 6-4-4. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-MISC: Miscellaneous Information"". The populated sections contain rents: USD 11,237.00; royalties: USD 11,237.00; other income: USD 11,237.00; payer: Example Entity 6-5-3; recipient: Example Entity 6-5-4. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-MISC: Miscellaneous Information"". The populated sections contain rents: USD 11,320.00; royalties: USD 11,320.00; other income: USD 11,320.00; payer: Example Entity 6-6-3; recipient: Example Entity 6-6-4. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-MISC: Miscellaneous Information"". The populated sections contain rents: USD 11,403.00; royalties: USD 11,403.00; other income: USD 11,403.00; payer: Example Entity 6-7-3; recipient: Example Entity 6-7-4. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-MISC: Miscellaneous Information Period: January through December 2023. The named recipient Example Party 700 has these entries: rents: USD 10,959.00 royalties: USD 10,959.00 other income: USD 10,959.00 payer: Example Entity 7-0-3 recipient: Example Entity 7-0-4",1099 "COPY FOR RECORDS: Form 1099-MISC: Miscellaneous Information Period: January through December 2024. The named recipient Example Party 701 has these entries: rents: USD 11,042.00 royalties: USD 11,042.00 other income: USD 11,042.00 payer: Example Entity 7-1-3 recipient: Example Entity 7-1-4",1099 "COPY FOR RECORDS: Form 1099-MISC: Miscellaneous Information Period: January through December 2025. The named recipient Example Party 702 has these entries: rents: USD 11,125.00 royalties: USD 11,125.00 other income: USD 11,125.00 payer: Example Entity 7-2-3 recipient: Example Entity 7-2-4",1099 "COPY FOR RECORDS: Form 1099-MISC: Miscellaneous Information Period: January through December 2023. The named recipient Example Party 703 has these entries: rents: USD 11,208.00 royalties: USD 11,208.00 other income: USD 11,208.00 payer: Example Entity 7-3-3 recipient: Example Entity 7-3-4",1099 "COPY FOR RECORDS: Form 1099-MISC: Miscellaneous Information Period: January through December 2024. The named recipient Example Party 704 has these entries: rents: USD 11,291.00 royalties: USD 11,291.00 other income: USD 11,291.00 payer: Example Entity 7-4-3 recipient: Example Entity 7-4-4",1099 "COPY FOR RECORDS: Form 1099-MISC: Miscellaneous Information Period: January through December 2025. The named recipient Example Party 705 has these entries: rents: USD 11,374.00 royalties: USD 11,374.00 other income: USD 11,374.00 payer: Example Entity 7-5-3 recipient: Example Entity 7-5-4",1099 "COPY FOR RECORDS: Form 1099-MISC: Miscellaneous Information Period: January through December 2023. The named recipient Example Party 706 has these entries: rents: USD 11,457.00 royalties: USD 11,457.00 other income: USD 11,457.00 payer: Example Entity 7-6-3 recipient: Example Entity 7-6-4",1099 "COPY FOR RECORDS: Form 1099-MISC: Miscellaneous Information Period: January through December 2024. The named recipient Example Party 707 has these entries: rents: USD 11,540.00 royalties: USD 11,540.00 other income: USD 11,540.00 payer: Example Entity 7-7-3 recipient: Example Entity 7-7-4",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-K: Payment Card and Third Party Network Transactions"". The populated sections contain gross payment amount: USD 10,822.00; transactions: USD 10,822.00; payment settlement entity: USD 10,822.00; payee: USD 10,822.00. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-K: Payment Card and Third Party Network Transactions"". The populated sections contain gross payment amount: USD 10,905.00; transactions: USD 10,905.00; payment settlement entity: USD 10,905.00; payee: USD 10,905.00. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-K: Payment Card and Third Party Network Transactions"". The populated sections contain gross payment amount: USD 10,988.00; transactions: USD 10,988.00; payment settlement entity: USD 10,988.00; payee: USD 10,988.00. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-K: Payment Card and Third Party Network Transactions"". The populated sections contain gross payment amount: USD 11,071.00; transactions: USD 11,071.00; payment settlement entity: USD 11,071.00; payee: USD 11,071.00. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-K: Payment Card and Third Party Network Transactions"". The populated sections contain gross payment amount: USD 11,154.00; transactions: USD 11,154.00; payment settlement entity: USD 11,154.00; payee: USD 11,154.00. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-K: Payment Card and Third Party Network Transactions"". The populated sections contain gross payment amount: USD 11,237.00; transactions: USD 11,237.00; payment settlement entity: USD 11,237.00; payee: USD 11,237.00. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-K: Payment Card and Third Party Network Transactions"". The populated sections contain gross payment amount: USD 11,320.00; transactions: USD 11,320.00; payment settlement entity: USD 11,320.00; payee: USD 11,320.00. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-K: Payment Card and Third Party Network Transactions"". The populated sections contain gross payment amount: USD 11,403.00; transactions: USD 11,403.00; payment settlement entity: USD 11,403.00; payee: USD 11,403.00. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-K: Payment Card and Third Party Network Transactions Period: January through December 2023. The named recipient Example Party 700 has these entries: gross payment amount: USD 10,959.00 transactions: USD 10,959.00 payment settlement entity: USD 10,959.00 payee: USD 10,959.00",1099 "COPY FOR RECORDS: Form 1099-K: Payment Card and Third Party Network Transactions Period: January through December 2024. The named recipient Example Party 701 has these entries: gross payment amount: USD 11,042.00 transactions: USD 11,042.00 payment settlement entity: USD 11,042.00 payee: USD 11,042.00",1099 "COPY FOR RECORDS: Form 1099-K: Payment Card and Third Party Network Transactions Period: January through December 2025. The named recipient Example Party 702 has these entries: gross payment amount: USD 11,125.00 transactions: USD 11,125.00 payment settlement entity: USD 11,125.00 payee: USD 11,125.00",1099 "COPY FOR RECORDS: Form 1099-K: Payment Card and Third Party Network Transactions Period: January through December 2023. The named recipient Example Party 703 has these entries: gross payment amount: USD 11,208.00 transactions: USD 11,208.00 payment settlement entity: USD 11,208.00 payee: USD 11,208.00",1099 "COPY FOR RECORDS: Form 1099-K: Payment Card and Third Party Network Transactions Period: January through December 2024. The named recipient Example Party 704 has these entries: gross payment amount: USD 11,291.00 transactions: USD 11,291.00 payment settlement entity: USD 11,291.00 payee: USD 11,291.00",1099 "COPY FOR RECORDS: Form 1099-K: Payment Card and Third Party Network Transactions Period: January through December 2025. The named recipient Example Party 705 has these entries: gross payment amount: USD 11,374.00 transactions: USD 11,374.00 payment settlement entity: USD 11,374.00 payee: USD 11,374.00",1099 "COPY FOR RECORDS: Form 1099-K: Payment Card and Third Party Network Transactions Period: January through December 2023. The named recipient Example Party 706 has these entries: gross payment amount: USD 11,457.00 transactions: USD 11,457.00 payment settlement entity: USD 11,457.00 payee: USD 11,457.00",1099 "COPY FOR RECORDS: Form 1099-K: Payment Card and Third Party Network Transactions Period: January through December 2024. The named recipient Example Party 707 has these entries: gross payment amount: USD 11,540.00 transactions: USD 11,540.00 payment settlement entity: USD 11,540.00 payee: USD 11,540.00",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-INT: Interest Income"". The populated sections contain interest income: USD 10,822.00; early withdrawal penalty: USD 10,822.00; payer: Example Entity 6-0-2; recipient: Example Entity 6-0-3. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-INT: Interest Income"". The populated sections contain interest income: USD 10,905.00; early withdrawal penalty: USD 10,905.00; payer: Example Entity 6-1-2; recipient: Example Entity 6-1-3. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-INT: Interest Income"". The populated sections contain interest income: USD 10,988.00; early withdrawal penalty: USD 10,988.00; payer: Example Entity 6-2-2; recipient: Example Entity 6-2-3. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-INT: Interest Income"". The populated sections contain interest income: USD 11,071.00; early withdrawal penalty: USD 11,071.00; payer: Example Entity 6-3-2; recipient: Example Entity 6-3-3. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-INT: Interest Income"". The populated sections contain interest income: USD 11,154.00; early withdrawal penalty: USD 11,154.00; payer: Example Entity 6-4-2; recipient: Example Entity 6-4-3. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-INT: Interest Income"". The populated sections contain interest income: USD 11,237.00; early withdrawal penalty: USD 11,237.00; payer: Example Entity 6-5-2; recipient: Example Entity 6-5-3. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-INT: Interest Income"". The populated sections contain interest income: USD 11,320.00; early withdrawal penalty: USD 11,320.00; payer: Example Entity 6-6-2; recipient: Example Entity 6-6-3. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-INT: Interest Income"". The populated sections contain interest income: USD 11,403.00; early withdrawal penalty: USD 11,403.00; payer: Example Entity 6-7-2; recipient: Example Entity 6-7-3. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-INT: Interest Income Period: January through December 2023. The named recipient Example Party 700 has these entries: interest income: USD 10,959.00 early withdrawal penalty: USD 10,959.00 payer: Example Entity 7-0-2 recipient: Example Entity 7-0-3",1099 "COPY FOR RECORDS: Form 1099-INT: Interest Income Period: January through December 2024. The named recipient Example Party 701 has these entries: interest income: USD 11,042.00 early withdrawal penalty: USD 11,042.00 payer: Example Entity 7-1-2 recipient: Example Entity 7-1-3",1099 "COPY FOR RECORDS: Form 1099-INT: Interest Income Period: January through December 2025. The named recipient Example Party 702 has these entries: interest income: USD 11,125.00 early withdrawal penalty: USD 11,125.00 payer: Example Entity 7-2-2 recipient: Example Entity 7-2-3",1099 "COPY FOR RECORDS: Form 1099-INT: Interest Income Period: January through December 2023. The named recipient Example Party 703 has these entries: interest income: USD 11,208.00 early withdrawal penalty: USD 11,208.00 payer: Example Entity 7-3-2 recipient: Example Entity 7-3-3",1099 "COPY FOR RECORDS: Form 1099-INT: Interest Income Period: January through December 2024. The named recipient Example Party 704 has these entries: interest income: USD 11,291.00 early withdrawal penalty: USD 11,291.00 payer: Example Entity 7-4-2 recipient: Example Entity 7-4-3",1099 "COPY FOR RECORDS: Form 1099-INT: Interest Income Period: January through December 2025. The named recipient Example Party 705 has these entries: interest income: USD 11,374.00 early withdrawal penalty: USD 11,374.00 payer: Example Entity 7-5-2 recipient: Example Entity 7-5-3",1099 "COPY FOR RECORDS: Form 1099-INT: Interest Income Period: January through December 2023. The named recipient Example Party 706 has these entries: interest income: USD 11,457.00 early withdrawal penalty: USD 11,457.00 payer: Example Entity 7-6-2 recipient: Example Entity 7-6-3",1099 "COPY FOR RECORDS: Form 1099-INT: Interest Income Period: January through December 2024. The named recipient Example Party 707 has these entries: interest income: USD 11,540.00 early withdrawal penalty: USD 11,540.00 payer: Example Entity 7-7-2 recipient: Example Entity 7-7-3",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-DIV: Dividends and Distributions"". The populated sections contain ordinary dividends: USD 10,822.00; qualified dividends: USD 6,493.20; capital gain distributions: USD 10,822.00. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-DIV: Dividends and Distributions"". The populated sections contain ordinary dividends: USD 10,905.00; qualified dividends: USD 6,543.00; capital gain distributions: USD 10,905.00. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DIV: Dividends and Distributions"". The populated sections contain ordinary dividends: USD 10,988.00; qualified dividends: USD 6,592.80; capital gain distributions: USD 10,988.00. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-DIV: Dividends and Distributions"". The populated sections contain ordinary dividends: USD 11,071.00; qualified dividends: USD 6,642.60; capital gain distributions: USD 11,071.00. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-DIV: Dividends and Distributions"". The populated sections contain ordinary dividends: USD 11,154.00; qualified dividends: USD 6,692.40; capital gain distributions: USD 11,154.00. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DIV: Dividends and Distributions"". The populated sections contain ordinary dividends: USD 11,237.00; qualified dividends: USD 6,742.20; capital gain distributions: USD 11,237.00. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-DIV: Dividends and Distributions"". The populated sections contain ordinary dividends: USD 11,320.00; qualified dividends: USD 6,792.00; capital gain distributions: USD 11,320.00. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-DIV: Dividends and Distributions"". The populated sections contain ordinary dividends: USD 11,403.00; qualified dividends: USD 6,841.80; capital gain distributions: USD 11,403.00. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-DIV: Dividends and Distributions Period: January through December 2023. The named recipient Example Party 700 has these entries: ordinary dividends: USD 10,959.00 qualified dividends: USD 6,575.40 capital gain distributions: USD 10,959.00",1099 "COPY FOR RECORDS: Form 1099-DIV: Dividends and Distributions Period: January through December 2024. The named recipient Example Party 701 has these entries: ordinary dividends: USD 11,042.00 qualified dividends: USD 6,625.20 capital gain distributions: USD 11,042.00",1099 "COPY FOR RECORDS: Form 1099-DIV: Dividends and Distributions Period: January through December 2025. The named recipient Example Party 702 has these entries: ordinary dividends: USD 11,125.00 qualified dividends: USD 6,675.00 capital gain distributions: USD 11,125.00",1099 "COPY FOR RECORDS: Form 1099-DIV: Dividends and Distributions Period: January through December 2023. The named recipient Example Party 703 has these entries: ordinary dividends: USD 11,208.00 qualified dividends: USD 6,724.80 capital gain distributions: USD 11,208.00",1099 "COPY FOR RECORDS: Form 1099-DIV: Dividends and Distributions Period: January through December 2024. The named recipient Example Party 704 has these entries: ordinary dividends: USD 11,291.00 qualified dividends: USD 6,774.60 capital gain distributions: USD 11,291.00",1099 "COPY FOR RECORDS: Form 1099-DIV: Dividends and Distributions Period: January through December 2025. The named recipient Example Party 705 has these entries: ordinary dividends: USD 11,374.00 qualified dividends: USD 6,824.40 capital gain distributions: USD 11,374.00",1099 "COPY FOR RECORDS: Form 1099-DIV: Dividends and Distributions Period: January through December 2023. The named recipient Example Party 706 has these entries: ordinary dividends: USD 11,457.00 qualified dividends: USD 6,874.20 capital gain distributions: USD 11,457.00",1099 "COPY FOR RECORDS: Form 1099-DIV: Dividends and Distributions Period: January through December 2024. The named recipient Example Party 707 has these entries: ordinary dividends: USD 11,540.00 qualified dividends: USD 6,924.00 capital gain distributions: USD 11,540.00",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-OID: Original Issue Discount"". The populated sections contain original issue discount: USD 10,822.00; other periodic interest: USD 10,822.00; payer: Example Entity 6-0-2; recipient: Example Entity 6-0-3. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-OID: Original Issue Discount"". The populated sections contain original issue discount: USD 10,905.00; other periodic interest: USD 10,905.00; payer: Example Entity 6-1-2; recipient: Example Entity 6-1-3. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-OID: Original Issue Discount"". The populated sections contain original issue discount: USD 10,988.00; other periodic interest: USD 10,988.00; payer: Example Entity 6-2-2; recipient: Example Entity 6-2-3. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-OID: Original Issue Discount"". The populated sections contain original issue discount: USD 11,071.00; other periodic interest: USD 11,071.00; payer: Example Entity 6-3-2; recipient: Example Entity 6-3-3. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-OID: Original Issue Discount"". The populated sections contain original issue discount: USD 11,154.00; other periodic interest: USD 11,154.00; payer: Example Entity 6-4-2; recipient: Example Entity 6-4-3. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-OID: Original Issue Discount"". The populated sections contain original issue discount: USD 11,237.00; other periodic interest: USD 11,237.00; payer: Example Entity 6-5-2; recipient: Example Entity 6-5-3. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-OID: Original Issue Discount"". The populated sections contain original issue discount: USD 11,320.00; other periodic interest: USD 11,320.00; payer: Example Entity 6-6-2; recipient: Example Entity 6-6-3. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-OID: Original Issue Discount"". The populated sections contain original issue discount: USD 11,403.00; other periodic interest: USD 11,403.00; payer: Example Entity 6-7-2; recipient: Example Entity 6-7-3. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-OID: Original Issue Discount Period: January through December 2023. The named recipient Example Party 700 has these entries: original issue discount: USD 10,959.00 other periodic interest: USD 10,959.00 payer: Example Entity 7-0-2 recipient: Example Entity 7-0-3",1099 "COPY FOR RECORDS: Form 1099-OID: Original Issue Discount Period: January through December 2024. The named recipient Example Party 701 has these entries: original issue discount: USD 11,042.00 other periodic interest: USD 11,042.00 payer: Example Entity 7-1-2 recipient: Example Entity 7-1-3",1099 "COPY FOR RECORDS: Form 1099-OID: Original Issue Discount Period: January through December 2025. The named recipient Example Party 702 has these entries: original issue discount: USD 11,125.00 other periodic interest: USD 11,125.00 payer: Example Entity 7-2-2 recipient: Example Entity 7-2-3",1099 "COPY FOR RECORDS: Form 1099-OID: Original Issue Discount Period: January through December 2023. The named recipient Example Party 703 has these entries: original issue discount: USD 11,208.00 other periodic interest: USD 11,208.00 payer: Example Entity 7-3-2 recipient: Example Entity 7-3-3",1099 "COPY FOR RECORDS: Form 1099-OID: Original Issue Discount Period: January through December 2024. The named recipient Example Party 704 has these entries: original issue discount: USD 11,291.00 other periodic interest: USD 11,291.00 payer: Example Entity 7-4-2 recipient: Example Entity 7-4-3",1099 "COPY FOR RECORDS: Form 1099-OID: Original Issue Discount Period: January through December 2025. The named recipient Example Party 705 has these entries: original issue discount: USD 11,374.00 other periodic interest: USD 11,374.00 payer: Example Entity 7-5-2 recipient: Example Entity 7-5-3",1099 "COPY FOR RECORDS: Form 1099-OID: Original Issue Discount Period: January through December 2023. The named recipient Example Party 706 has these entries: original issue discount: USD 11,457.00 other periodic interest: USD 11,457.00 payer: Example Entity 7-6-2 recipient: Example Entity 7-6-3",1099 "COPY FOR RECORDS: Form 1099-OID: Original Issue Discount Period: January through December 2024. The named recipient Example Party 707 has these entries: original issue discount: USD 11,540.00 other periodic interest: USD 11,540.00 payer: Example Entity 7-7-2 recipient: Example Entity 7-7-3",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-B: Proceeds From Broker and Barter Exchange Transactions"". The populated sections contain description of property: Example Entity 6-0-0; date acquired: 2023-03-01; proceeds: USD 10,822.00; cost basis: USD 7,575.40. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-B: Proceeds From Broker and Barter Exchange Transactions"". The populated sections contain description of property: Example Entity 6-1-0; date acquired: 2024-03-02; proceeds: USD 10,905.00; cost basis: USD 7,633.50. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-B: Proceeds From Broker and Barter Exchange Transactions"". The populated sections contain description of property: Example Entity 6-2-0; date acquired: 2025-03-03; proceeds: USD 10,988.00; cost basis: USD 7,691.60. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-B: Proceeds From Broker and Barter Exchange Transactions"". The populated sections contain description of property: Example Entity 6-3-0; date acquired: 2023-03-04; proceeds: USD 11,071.00; cost basis: USD 7,749.70. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-B: Proceeds From Broker and Barter Exchange Transactions"". The populated sections contain description of property: Example Entity 6-4-0; date acquired: 2024-03-05; proceeds: USD 11,154.00; cost basis: USD 7,807.80. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-B: Proceeds From Broker and Barter Exchange Transactions"". The populated sections contain description of property: Example Entity 6-5-0; date acquired: 2025-03-06; proceeds: USD 11,237.00; cost basis: USD 7,865.90. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-B: Proceeds From Broker and Barter Exchange Transactions"". The populated sections contain description of property: Example Entity 6-6-0; date acquired: 2023-03-07; proceeds: USD 11,320.00; cost basis: USD 7,924.00. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-B: Proceeds From Broker and Barter Exchange Transactions"". The populated sections contain description of property: Example Entity 6-7-0; date acquired: 2024-03-08; proceeds: USD 11,403.00; cost basis: USD 7,982.10. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-B: Proceeds From Broker and Barter Exchange Transactions Period: January through December 2023. The named recipient Example Party 700 has these entries: description of property: Example Entity 7-0-0 date acquired: 2023-03-01 proceeds: USD 10,959.00 cost basis: USD 7,671.30",1099 "COPY FOR RECORDS: Form 1099-B: Proceeds From Broker and Barter Exchange Transactions Period: January through December 2024. The named recipient Example Party 701 has these entries: description of property: Example Entity 7-1-0 date acquired: 2024-03-02 proceeds: USD 11,042.00 cost basis: USD 7,729.40",1099 "COPY FOR RECORDS: Form 1099-B: Proceeds From Broker and Barter Exchange Transactions Period: January through December 2025. The named recipient Example Party 702 has these entries: description of property: Example Entity 7-2-0 date acquired: 2025-03-03 proceeds: USD 11,125.00 cost basis: USD 7,787.50",1099 "COPY FOR RECORDS: Form 1099-B: Proceeds From Broker and Barter Exchange Transactions Period: January through December 2023. The named recipient Example Party 703 has these entries: description of property: Example Entity 7-3-0 date acquired: 2023-03-04 proceeds: USD 11,208.00 cost basis: USD 7,845.60",1099 "COPY FOR RECORDS: Form 1099-B: Proceeds From Broker and Barter Exchange Transactions Period: January through December 2024. The named recipient Example Party 704 has these entries: description of property: Example Entity 7-4-0 date acquired: 2024-03-05 proceeds: USD 11,291.00 cost basis: USD 7,903.70",1099 "COPY FOR RECORDS: Form 1099-B: Proceeds From Broker and Barter Exchange Transactions Period: January through December 2025. The named recipient Example Party 705 has these entries: description of property: Example Entity 7-5-0 date acquired: 2025-03-06 proceeds: USD 11,374.00 cost basis: USD 7,961.80",1099 "COPY FOR RECORDS: Form 1099-B: Proceeds From Broker and Barter Exchange Transactions Period: January through December 2023. The named recipient Example Party 706 has these entries: description of property: Example Entity 7-6-0 date acquired: 2023-03-07 proceeds: USD 11,457.00 cost basis: USD 8,019.90",1099 "COPY FOR RECORDS: Form 1099-B: Proceeds From Broker and Barter Exchange Transactions Period: January through December 2024. The named recipient Example Party 707 has these entries: description of property: Example Entity 7-7-0 date acquired: 2024-03-08 proceeds: USD 11,540.00 cost basis: USD 8,078.00",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DA: Digital Asset Proceeds From Broker Transactions"". The populated sections contain digital asset: USD 10,822.00; proceeds: USD 10,822.00; date sold: 2025-03-01; basis if reported: USD 7,575.40. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DA: Digital Asset Proceeds From Broker Transactions"". The populated sections contain digital asset: USD 10,905.00; proceeds: USD 10,905.00; date sold: 2025-03-02; basis if reported: USD 7,633.50. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DA: Digital Asset Proceeds From Broker Transactions"". The populated sections contain digital asset: USD 10,988.00; proceeds: USD 10,988.00; date sold: 2025-03-03; basis if reported: USD 7,691.60. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DA: Digital Asset Proceeds From Broker Transactions"". The populated sections contain digital asset: USD 11,071.00; proceeds: USD 11,071.00; date sold: 2025-03-04; basis if reported: USD 7,749.70. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DA: Digital Asset Proceeds From Broker Transactions"". The populated sections contain digital asset: USD 11,154.00; proceeds: USD 11,154.00; date sold: 2025-03-05; basis if reported: USD 7,807.80. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DA: Digital Asset Proceeds From Broker Transactions"". The populated sections contain digital asset: USD 11,237.00; proceeds: USD 11,237.00; date sold: 2025-03-06; basis if reported: USD 7,865.90. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DA: Digital Asset Proceeds From Broker Transactions"". The populated sections contain digital asset: USD 11,320.00; proceeds: USD 11,320.00; date sold: 2025-03-07; basis if reported: USD 7,924.00. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-DA: Digital Asset Proceeds From Broker Transactions"". The populated sections contain digital asset: USD 11,403.00; proceeds: USD 11,403.00; date sold: 2025-03-08; basis if reported: USD 7,982.10. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-DA: Digital Asset Proceeds From Broker Transactions Period: January through December 2025. The named recipient Example Party 700 has these entries: digital asset: USD 10,959.00 proceeds: USD 10,959.00 date sold: 2025-03-01 basis if reported: USD 7,671.30",1099 "COPY FOR RECORDS: Form 1099-DA: Digital Asset Proceeds From Broker Transactions Period: January through December 2025. The named recipient Example Party 701 has these entries: digital asset: USD 11,042.00 proceeds: USD 11,042.00 date sold: 2025-03-02 basis if reported: USD 7,729.40",1099 "COPY FOR RECORDS: Form 1099-DA: Digital Asset Proceeds From Broker Transactions Period: January through December 2025. The named recipient Example Party 702 has these entries: digital asset: USD 11,125.00 proceeds: USD 11,125.00 date sold: 2025-03-03 basis if reported: USD 7,787.50",1099 "COPY FOR RECORDS: Form 1099-DA: Digital Asset Proceeds From Broker Transactions Period: January through December 2025. The named recipient Example Party 703 has these entries: digital asset: USD 11,208.00 proceeds: USD 11,208.00 date sold: 2025-03-04 basis if reported: USD 7,845.60",1099 "COPY FOR RECORDS: Form 1099-DA: Digital Asset Proceeds From Broker Transactions Period: January through December 2025. The named recipient Example Party 704 has these entries: digital asset: USD 11,291.00 proceeds: USD 11,291.00 date sold: 2025-03-05 basis if reported: USD 7,903.70",1099 "COPY FOR RECORDS: Form 1099-DA: Digital Asset Proceeds From Broker Transactions Period: January through December 2025. The named recipient Example Party 705 has these entries: digital asset: USD 11,374.00 proceeds: USD 11,374.00 date sold: 2025-03-06 basis if reported: USD 7,961.80",1099 "COPY FOR RECORDS: Form 1099-DA: Digital Asset Proceeds From Broker Transactions Period: January through December 2025. The named recipient Example Party 706 has these entries: digital asset: USD 11,457.00 proceeds: USD 11,457.00 date sold: 2025-03-07 basis if reported: USD 8,019.90",1099 "COPY FOR RECORDS: Form 1099-DA: Digital Asset Proceeds From Broker Transactions Period: January through December 2025. The named recipient Example Party 707 has these entries: digital asset: USD 11,540.00 proceeds: USD 11,540.00 date sold: 2025-03-08 basis if reported: USD 8,078.00",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8949: Sales and Other Dispositions of Capital Assets"". The populated sections contain property description: Example Entity 6-0-0; proceeds: USD 10,822.00; cost basis: USD 7,575.40; adjustment: USD 10,822.00. Prepared for Example Individual 600.",8949 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8949: Sales and Other Dispositions of Capital Assets"". The populated sections contain property description: Example Entity 6-1-0; proceeds: USD 10,905.00; cost basis: USD 7,633.50; adjustment: USD 10,905.00. Prepared for Example Individual 601.",8949 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8949: Sales and Other Dispositions of Capital Assets"". The populated sections contain property description: Example Entity 6-2-0; proceeds: USD 10,988.00; cost basis: USD 7,691.60; adjustment: USD 10,988.00. Prepared for Example Individual 602.",8949 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8949: Sales and Other Dispositions of Capital Assets"". The populated sections contain property description: Example Entity 6-3-0; proceeds: USD 11,071.00; cost basis: USD 7,749.70; adjustment: USD 11,071.00. Prepared for Example Individual 603.",8949 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8949: Sales and Other Dispositions of Capital Assets"". The populated sections contain property description: Example Entity 6-4-0; proceeds: USD 11,154.00; cost basis: USD 7,807.80; adjustment: USD 11,154.00. Prepared for Example Individual 604.",8949 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8949: Sales and Other Dispositions of Capital Assets"". The populated sections contain property description: Example Entity 6-5-0; proceeds: USD 11,237.00; cost basis: USD 7,865.90; adjustment: USD 11,237.00. Prepared for Example Individual 605.",8949 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8949: Sales and Other Dispositions of Capital Assets"". The populated sections contain property description: Example Entity 6-6-0; proceeds: USD 11,320.00; cost basis: USD 7,924.00; adjustment: USD 11,320.00. Prepared for Example Individual 606.",8949 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8949: Sales and Other Dispositions of Capital Assets"". The populated sections contain property description: Example Entity 6-7-0; proceeds: USD 11,403.00; cost basis: USD 7,982.10; adjustment: USD 11,403.00. Prepared for Example Individual 607.",8949 "COPY FOR RECORDS: Form 8949: Sales and Other Dispositions of Capital Assets Period: January through December 2023. The named recipient Example Party 700 has these entries: property description: Example Entity 7-0-0 proceeds: USD 10,959.00 cost basis: USD 7,671.30 adjustment: USD 10,959.00",8949 "COPY FOR RECORDS: Form 8949: Sales and Other Dispositions of Capital Assets Period: January through December 2024. The named recipient Example Party 701 has these entries: property description: Example Entity 7-1-0 proceeds: USD 11,042.00 cost basis: USD 7,729.40 adjustment: USD 11,042.00",8949 "COPY FOR RECORDS: Form 8949: Sales and Other Dispositions of Capital Assets Period: January through December 2025. The named recipient Example Party 702 has these entries: property description: Example Entity 7-2-0 proceeds: USD 11,125.00 cost basis: USD 7,787.50 adjustment: USD 11,125.00",8949 "COPY FOR RECORDS: Form 8949: Sales and Other Dispositions of Capital Assets Period: January through December 2023. The named recipient Example Party 703 has these entries: property description: Example Entity 7-3-0 proceeds: USD 11,208.00 cost basis: USD 7,845.60 adjustment: USD 11,208.00",8949 "COPY FOR RECORDS: Form 8949: Sales and Other Dispositions of Capital Assets Period: January through December 2024. The named recipient Example Party 704 has these entries: property description: Example Entity 7-4-0 proceeds: USD 11,291.00 cost basis: USD 7,903.70 adjustment: USD 11,291.00",8949 "COPY FOR RECORDS: Form 8949: Sales and Other Dispositions of Capital Assets Period: January through December 2025. The named recipient Example Party 705 has these entries: property description: Example Entity 7-5-0 proceeds: USD 11,374.00 cost basis: USD 7,961.80 adjustment: USD 11,374.00",8949 "COPY FOR RECORDS: Form 8949: Sales and Other Dispositions of Capital Assets Period: January through December 2023. The named recipient Example Party 706 has these entries: property description: Example Entity 7-6-0 proceeds: USD 11,457.00 cost basis: USD 8,019.90 adjustment: USD 11,457.00",8949 "COPY FOR RECORDS: Form 8949: Sales and Other Dispositions of Capital Assets Period: January through December 2024. The named recipient Example Party 707 has these entries: property description: Example Entity 7-7-0 proceeds: USD 11,540.00 cost basis: USD 8,078.00 adjustment: USD 11,540.00",8949 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts"". The populated sections contain gross distribution: USD 10,822.00; taxable amount: USD 8,657.60; distribution code: 7. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts"". The populated sections contain gross distribution: USD 10,905.00; taxable amount: USD 8,724.00; distribution code: 7. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts"". The populated sections contain gross distribution: USD 10,988.00; taxable amount: USD 8,790.40; distribution code: 7. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts"". The populated sections contain gross distribution: USD 11,071.00; taxable amount: USD 8,856.80; distribution code: 7. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts"". The populated sections contain gross distribution: USD 11,154.00; taxable amount: USD 8,923.20; distribution code: 7. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts"". The populated sections contain gross distribution: USD 11,237.00; taxable amount: USD 8,989.60; distribution code: 7. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts"". The populated sections contain gross distribution: USD 11,320.00; taxable amount: USD 9,056.00; distribution code: 7. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts"". The populated sections contain gross distribution: USD 11,403.00; taxable amount: USD 9,122.40; distribution code: 7. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts Period: January through December 2023. The named recipient Example Party 700 has these entries: gross distribution: USD 10,959.00 taxable amount: USD 8,767.20 distribution code: 7",1099 "COPY FOR RECORDS: Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts Period: January through December 2024. The named recipient Example Party 701 has these entries: gross distribution: USD 11,042.00 taxable amount: USD 8,833.60 distribution code: 7",1099 "COPY FOR RECORDS: Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts Period: January through December 2025. The named recipient Example Party 702 has these entries: gross distribution: USD 11,125.00 taxable amount: USD 8,900.00 distribution code: 7",1099 "COPY FOR RECORDS: Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts Period: January through December 2023. The named recipient Example Party 703 has these entries: gross distribution: USD 11,208.00 taxable amount: USD 8,966.40 distribution code: 7",1099 "COPY FOR RECORDS: Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts Period: January through December 2024. The named recipient Example Party 704 has these entries: gross distribution: USD 11,291.00 taxable amount: USD 9,032.80 distribution code: 7",1099 "COPY FOR RECORDS: Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts Period: January through December 2025. The named recipient Example Party 705 has these entries: gross distribution: USD 11,374.00 taxable amount: USD 9,099.20 distribution code: 7",1099 "COPY FOR RECORDS: Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts Period: January through December 2023. The named recipient Example Party 706 has these entries: gross distribution: USD 11,457.00 taxable amount: USD 9,165.60 distribution code: 7",1099 "COPY FOR RECORDS: Form 1099-R: Distributions From Pensions Annuities Retirement or Profit-Sharing Plans IRAs Insurance Contracts Period: January through December 2024. The named recipient Example Party 707 has these entries: gross distribution: USD 11,540.00 taxable amount: USD 9,232.00 distribution code: 7",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498: IRA Contribution Information"". The populated sections contain IRA contributions: USD 10,822.00; rollover contributions: USD 10,822.00; fair market value: USD 10,822.00. Prepared for Example Individual 600.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498: IRA Contribution Information"". The populated sections contain IRA contributions: USD 10,905.00; rollover contributions: USD 10,905.00; fair market value: USD 10,905.00. Prepared for Example Individual 601.",5498 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 5498: IRA Contribution Information"". The populated sections contain IRA contributions: USD 10,988.00; rollover contributions: USD 10,988.00; fair market value: USD 10,988.00. Prepared for Example Individual 602.",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498: IRA Contribution Information"". The populated sections contain IRA contributions: USD 11,071.00; rollover contributions: USD 11,071.00; fair market value: USD 11,071.00. Prepared for Example Individual 603.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498: IRA Contribution Information"". The populated sections contain IRA contributions: USD 11,154.00; rollover contributions: USD 11,154.00; fair market value: USD 11,154.00. Prepared for Example Individual 604.",5498 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 5498: IRA Contribution Information"". The populated sections contain IRA contributions: USD 11,237.00; rollover contributions: USD 11,237.00; fair market value: USD 11,237.00. Prepared for Example Individual 605.",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498: IRA Contribution Information"". The populated sections contain IRA contributions: USD 11,320.00; rollover contributions: USD 11,320.00; fair market value: USD 11,320.00. Prepared for Example Individual 606.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498: IRA Contribution Information"". The populated sections contain IRA contributions: USD 11,403.00; rollover contributions: USD 11,403.00; fair market value: USD 11,403.00. Prepared for Example Individual 607.",5498 "COPY FOR RECORDS: Form 5498: IRA Contribution Information Period: January through December 2023. The named recipient Example Party 700 has these entries: IRA contributions: USD 10,959.00 rollover contributions: USD 10,959.00 fair market value: USD 10,959.00",5498 "COPY FOR RECORDS: Form 5498: IRA Contribution Information Period: January through December 2024. The named recipient Example Party 701 has these entries: IRA contributions: USD 11,042.00 rollover contributions: USD 11,042.00 fair market value: USD 11,042.00",5498 "COPY FOR RECORDS: Form 5498: IRA Contribution Information Period: January through December 2025. The named recipient Example Party 702 has these entries: IRA contributions: USD 11,125.00 rollover contributions: USD 11,125.00 fair market value: USD 11,125.00",5498 "COPY FOR RECORDS: Form 5498: IRA Contribution Information Period: January through December 2023. The named recipient Example Party 703 has these entries: IRA contributions: USD 11,208.00 rollover contributions: USD 11,208.00 fair market value: USD 11,208.00",5498 "COPY FOR RECORDS: Form 5498: IRA Contribution Information Period: January through December 2024. The named recipient Example Party 704 has these entries: IRA contributions: USD 11,291.00 rollover contributions: USD 11,291.00 fair market value: USD 11,291.00",5498 "COPY FOR RECORDS: Form 5498: IRA Contribution Information Period: January through December 2025. The named recipient Example Party 705 has these entries: IRA contributions: USD 11,374.00 rollover contributions: USD 11,374.00 fair market value: USD 11,374.00",5498 "COPY FOR RECORDS: Form 5498: IRA Contribution Information Period: January through December 2023. The named recipient Example Party 706 has these entries: IRA contributions: USD 11,457.00 rollover contributions: USD 11,457.00 fair market value: USD 11,457.00",5498 "COPY FOR RECORDS: Form 5498: IRA Contribution Information Period: January through December 2024. The named recipient Example Party 707 has these entries: IRA contributions: USD 11,540.00 rollover contributions: USD 11,540.00 fair market value: USD 11,540.00",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-G: Certain Government Payments"". The populated sections contain unemployment compensation: USD 10,822.00; state income tax refunds: USD 10,822.00; tax year: 2023. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-G: Certain Government Payments"". The populated sections contain unemployment compensation: USD 10,905.00; state income tax refunds: USD 10,905.00; tax year: 2024. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-G: Certain Government Payments"". The populated sections contain unemployment compensation: USD 10,988.00; state income tax refunds: USD 10,988.00; tax year: 2025. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-G: Certain Government Payments"". The populated sections contain unemployment compensation: USD 11,071.00; state income tax refunds: USD 11,071.00; tax year: 2023. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-G: Certain Government Payments"". The populated sections contain unemployment compensation: USD 11,154.00; state income tax refunds: USD 11,154.00; tax year: 2024. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-G: Certain Government Payments"". The populated sections contain unemployment compensation: USD 11,237.00; state income tax refunds: USD 11,237.00; tax year: 2025. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-G: Certain Government Payments"". The populated sections contain unemployment compensation: USD 11,320.00; state income tax refunds: USD 11,320.00; tax year: 2023. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-G: Certain Government Payments"". The populated sections contain unemployment compensation: USD 11,403.00; state income tax refunds: USD 11,403.00; tax year: 2024. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-G: Certain Government Payments Period: January through December 2023. The named recipient Example Party 700 has these entries: unemployment compensation: USD 10,959.00 state income tax refunds: USD 10,959.00 tax year: 2023",1099 "COPY FOR RECORDS: Form 1099-G: Certain Government Payments Period: January through December 2024. The named recipient Example Party 701 has these entries: unemployment compensation: USD 11,042.00 state income tax refunds: USD 11,042.00 tax year: 2024",1099 "COPY FOR RECORDS: Form 1099-G: Certain Government Payments Period: January through December 2025. The named recipient Example Party 702 has these entries: unemployment compensation: USD 11,125.00 state income tax refunds: USD 11,125.00 tax year: 2025",1099 "COPY FOR RECORDS: Form 1099-G: Certain Government Payments Period: January through December 2023. The named recipient Example Party 703 has these entries: unemployment compensation: USD 11,208.00 state income tax refunds: USD 11,208.00 tax year: 2023",1099 "COPY FOR RECORDS: Form 1099-G: Certain Government Payments Period: January through December 2024. The named recipient Example Party 704 has these entries: unemployment compensation: USD 11,291.00 state income tax refunds: USD 11,291.00 tax year: 2024",1099 "COPY FOR RECORDS: Form 1099-G: Certain Government Payments Period: January through December 2025. The named recipient Example Party 705 has these entries: unemployment compensation: USD 11,374.00 state income tax refunds: USD 11,374.00 tax year: 2025",1099 "COPY FOR RECORDS: Form 1099-G: Certain Government Payments Period: January through December 2023. The named recipient Example Party 706 has these entries: unemployment compensation: USD 11,457.00 state income tax refunds: USD 11,457.00 tax year: 2023",1099 "COPY FOR RECORDS: Form 1099-G: Certain Government Payments Period: January through December 2024. The named recipient Example Party 707 has these entries: unemployment compensation: USD 11,540.00 state income tax refunds: USD 11,540.00 tax year: 2024",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-S: Proceeds From Real Estate Transactions"". The populated sections contain closing date: 2023-03-01; gross proceeds: USD 10,822.00; property address: Example Entity 6-0-2. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-S: Proceeds From Real Estate Transactions"". The populated sections contain closing date: 2024-03-02; gross proceeds: USD 10,905.00; property address: Example Entity 6-1-2. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-S: Proceeds From Real Estate Transactions"". The populated sections contain closing date: 2025-03-03; gross proceeds: USD 10,988.00; property address: Example Entity 6-2-2. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-S: Proceeds From Real Estate Transactions"". The populated sections contain closing date: 2023-03-04; gross proceeds: USD 11,071.00; property address: Example Entity 6-3-2. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-S: Proceeds From Real Estate Transactions"". The populated sections contain closing date: 2024-03-05; gross proceeds: USD 11,154.00; property address: Example Entity 6-4-2. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-S: Proceeds From Real Estate Transactions"". The populated sections contain closing date: 2025-03-06; gross proceeds: USD 11,237.00; property address: Example Entity 6-5-2. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-S: Proceeds From Real Estate Transactions"". The populated sections contain closing date: 2023-03-07; gross proceeds: USD 11,320.00; property address: Example Entity 6-6-2. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-S: Proceeds From Real Estate Transactions"". The populated sections contain closing date: 2024-03-08; gross proceeds: USD 11,403.00; property address: Example Entity 6-7-2. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-S: Proceeds From Real Estate Transactions Period: January through December 2023. The named recipient Example Party 700 has these entries: closing date: 2023-03-01 gross proceeds: USD 10,959.00 property address: Example Entity 7-0-2",1099 "COPY FOR RECORDS: Form 1099-S: Proceeds From Real Estate Transactions Period: January through December 2024. The named recipient Example Party 701 has these entries: closing date: 2024-03-02 gross proceeds: USD 11,042.00 property address: Example Entity 7-1-2",1099 "COPY FOR RECORDS: Form 1099-S: Proceeds From Real Estate Transactions Period: January through December 2025. The named recipient Example Party 702 has these entries: closing date: 2025-03-03 gross proceeds: USD 11,125.00 property address: Example Entity 7-2-2",1099 "COPY FOR RECORDS: Form 1099-S: Proceeds From Real Estate Transactions Period: January through December 2023. The named recipient Example Party 703 has these entries: closing date: 2023-03-04 gross proceeds: USD 11,208.00 property address: Example Entity 7-3-2",1099 "COPY FOR RECORDS: Form 1099-S: Proceeds From Real Estate Transactions Period: January through December 2024. The named recipient Example Party 704 has these entries: closing date: 2024-03-05 gross proceeds: USD 11,291.00 property address: Example Entity 7-4-2",1099 "COPY FOR RECORDS: Form 1099-S: Proceeds From Real Estate Transactions Period: January through December 2025. The named recipient Example Party 705 has these entries: closing date: 2025-03-06 gross proceeds: USD 11,374.00 property address: Example Entity 7-5-2",1099 "COPY FOR RECORDS: Form 1099-S: Proceeds From Real Estate Transactions Period: January through December 2023. The named recipient Example Party 706 has these entries: closing date: 2023-03-07 gross proceeds: USD 11,457.00 property address: Example Entity 7-6-2",1099 "COPY FOR RECORDS: Form 1099-S: Proceeds From Real Estate Transactions Period: January through December 2024. The named recipient Example Party 707 has these entries: closing date: 2024-03-08 gross proceeds: USD 11,540.00 property address: Example Entity 7-7-2",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-A: Acquisition or Abandonment of Secured Property"". The populated sections contain acquisition date: 2023-03-01; balance of principal: USD 162,330.00; property description: Example Entity 6-0-2. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-A: Acquisition or Abandonment of Secured Property"". The populated sections contain acquisition date: 2024-03-02; balance of principal: USD 163,575.00; property description: Example Entity 6-1-2. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-A: Acquisition or Abandonment of Secured Property"". The populated sections contain acquisition date: 2025-03-03; balance of principal: USD 164,820.00; property description: Example Entity 6-2-2. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-A: Acquisition or Abandonment of Secured Property"". The populated sections contain acquisition date: 2023-03-04; balance of principal: USD 166,065.00; property description: Example Entity 6-3-2. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-A: Acquisition or Abandonment of Secured Property"". The populated sections contain acquisition date: 2024-03-05; balance of principal: USD 167,310.00; property description: Example Entity 6-4-2. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-A: Acquisition or Abandonment of Secured Property"". The populated sections contain acquisition date: 2025-03-06; balance of principal: USD 168,555.00; property description: Example Entity 6-5-2. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-A: Acquisition or Abandonment of Secured Property"". The populated sections contain acquisition date: 2023-03-07; balance of principal: USD 169,800.00; property description: Example Entity 6-6-2. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-A: Acquisition or Abandonment of Secured Property"". The populated sections contain acquisition date: 2024-03-08; balance of principal: USD 171,045.00; property description: Example Entity 6-7-2. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-A: Acquisition or Abandonment of Secured Property Period: January through December 2023. The named recipient Example Party 700 has these entries: acquisition date: 2023-03-01 balance of principal: USD 164,385.00 property description: Example Entity 7-0-2",1099 "COPY FOR RECORDS: Form 1099-A: Acquisition or Abandonment of Secured Property Period: January through December 2024. The named recipient Example Party 701 has these entries: acquisition date: 2024-03-02 balance of principal: USD 165,630.00 property description: Example Entity 7-1-2",1099 "COPY FOR RECORDS: Form 1099-A: Acquisition or Abandonment of Secured Property Period: January through December 2025. The named recipient Example Party 702 has these entries: acquisition date: 2025-03-03 balance of principal: USD 166,875.00 property description: Example Entity 7-2-2",1099 "COPY FOR RECORDS: Form 1099-A: Acquisition or Abandonment of Secured Property Period: January through December 2023. The named recipient Example Party 703 has these entries: acquisition date: 2023-03-04 balance of principal: USD 168,120.00 property description: Example Entity 7-3-2",1099 "COPY FOR RECORDS: Form 1099-A: Acquisition or Abandonment of Secured Property Period: January through December 2024. The named recipient Example Party 704 has these entries: acquisition date: 2024-03-05 balance of principal: USD 169,365.00 property description: Example Entity 7-4-2",1099 "COPY FOR RECORDS: Form 1099-A: Acquisition or Abandonment of Secured Property Period: January through December 2025. The named recipient Example Party 705 has these entries: acquisition date: 2025-03-06 balance of principal: USD 170,610.00 property description: Example Entity 7-5-2",1099 "COPY FOR RECORDS: Form 1099-A: Acquisition or Abandonment of Secured Property Period: January through December 2023. The named recipient Example Party 706 has these entries: acquisition date: 2023-03-07 balance of principal: USD 171,855.00 property description: Example Entity 7-6-2",1099 "COPY FOR RECORDS: Form 1099-A: Acquisition or Abandonment of Secured Property Period: January through December 2024. The named recipient Example Party 707 has these entries: acquisition date: 2024-03-08 balance of principal: USD 173,100.00 property description: Example Entity 7-7-2",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-C: Cancellation of Debt"". The populated sections contain date of identifiable event: 2023-03-01; debt discharged: USD 10,822.00; interest included: USD 10,822.00. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-C: Cancellation of Debt"". The populated sections contain date of identifiable event: 2024-03-02; debt discharged: USD 10,905.00; interest included: USD 10,905.00. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-C: Cancellation of Debt"". The populated sections contain date of identifiable event: 2025-03-03; debt discharged: USD 10,988.00; interest included: USD 10,988.00. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-C: Cancellation of Debt"". The populated sections contain date of identifiable event: 2023-03-04; debt discharged: USD 11,071.00; interest included: USD 11,071.00. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-C: Cancellation of Debt"". The populated sections contain date of identifiable event: 2024-03-05; debt discharged: USD 11,154.00; interest included: USD 11,154.00. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-C: Cancellation of Debt"". The populated sections contain date of identifiable event: 2025-03-06; debt discharged: USD 11,237.00; interest included: USD 11,237.00. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-C: Cancellation of Debt"". The populated sections contain date of identifiable event: 2023-03-07; debt discharged: USD 11,320.00; interest included: USD 11,320.00. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-C: Cancellation of Debt"". The populated sections contain date of identifiable event: 2024-03-08; debt discharged: USD 11,403.00; interest included: USD 11,403.00. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-C: Cancellation of Debt Period: January through December 2023. The named recipient Example Party 700 has these entries: date of identifiable event: 2023-03-01 debt discharged: USD 10,959.00 interest included: USD 10,959.00",1099 "COPY FOR RECORDS: Form 1099-C: Cancellation of Debt Period: January through December 2024. The named recipient Example Party 701 has these entries: date of identifiable event: 2024-03-02 debt discharged: USD 11,042.00 interest included: USD 11,042.00",1099 "COPY FOR RECORDS: Form 1099-C: Cancellation of Debt Period: January through December 2025. The named recipient Example Party 702 has these entries: date of identifiable event: 2025-03-03 debt discharged: USD 11,125.00 interest included: USD 11,125.00",1099 "COPY FOR RECORDS: Form 1099-C: Cancellation of Debt Period: January through December 2023. The named recipient Example Party 703 has these entries: date of identifiable event: 2023-03-04 debt discharged: USD 11,208.00 interest included: USD 11,208.00",1099 "COPY FOR RECORDS: Form 1099-C: Cancellation of Debt Period: January through December 2024. The named recipient Example Party 704 has these entries: date of identifiable event: 2024-03-05 debt discharged: USD 11,291.00 interest included: USD 11,291.00",1099 "COPY FOR RECORDS: Form 1099-C: Cancellation of Debt Period: January through December 2025. The named recipient Example Party 705 has these entries: date of identifiable event: 2025-03-06 debt discharged: USD 11,374.00 interest included: USD 11,374.00",1099 "COPY FOR RECORDS: Form 1099-C: Cancellation of Debt Period: January through December 2023. The named recipient Example Party 706 has these entries: date of identifiable event: 2023-03-07 debt discharged: USD 11,457.00 interest included: USD 11,457.00",1099 "COPY FOR RECORDS: Form 1099-C: Cancellation of Debt Period: January through December 2024. The named recipient Example Party 707 has these entries: date of identifiable event: 2024-03-08 debt discharged: USD 11,540.00 interest included: USD 11,540.00",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098: Mortgage Interest Statement"". The populated sections contain mortgage interest received: USD 10,822.00; principal: USD 162,330.00; points: USD 10,822.00; lender: USD 10,822.00. Prepared for Example Individual 600.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098: Mortgage Interest Statement"". The populated sections contain mortgage interest received: USD 10,905.00; principal: USD 163,575.00; points: USD 10,905.00; lender: USD 10,905.00. Prepared for Example Individual 601.",1098 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1098: Mortgage Interest Statement"". The populated sections contain mortgage interest received: USD 10,988.00; principal: USD 164,820.00; points: USD 10,988.00; lender: USD 10,988.00. Prepared for Example Individual 602.",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098: Mortgage Interest Statement"". The populated sections contain mortgage interest received: USD 11,071.00; principal: USD 166,065.00; points: USD 11,071.00; lender: USD 11,071.00. Prepared for Example Individual 603.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098: Mortgage Interest Statement"". The populated sections contain mortgage interest received: USD 11,154.00; principal: USD 167,310.00; points: USD 11,154.00; lender: USD 11,154.00. Prepared for Example Individual 604.",1098 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1098: Mortgage Interest Statement"". The populated sections contain mortgage interest received: USD 11,237.00; principal: USD 168,555.00; points: USD 11,237.00; lender: USD 11,237.00. Prepared for Example Individual 605.",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098: Mortgage Interest Statement"". The populated sections contain mortgage interest received: USD 11,320.00; principal: USD 169,800.00; points: USD 11,320.00; lender: USD 11,320.00. Prepared for Example Individual 606.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098: Mortgage Interest Statement"". The populated sections contain mortgage interest received: USD 11,403.00; principal: USD 171,045.00; points: USD 11,403.00; lender: USD 11,403.00. Prepared for Example Individual 607.",1098 "COPY FOR RECORDS: Form 1098: Mortgage Interest Statement Period: January through December 2023. The named recipient Example Party 700 has these entries: mortgage interest received: USD 10,959.00 principal: USD 164,385.00 points: USD 10,959.00 lender: USD 10,959.00",1098 "COPY FOR RECORDS: Form 1098: Mortgage Interest Statement Period: January through December 2024. The named recipient Example Party 701 has these entries: mortgage interest received: USD 11,042.00 principal: USD 165,630.00 points: USD 11,042.00 lender: USD 11,042.00",1098 "COPY FOR RECORDS: Form 1098: Mortgage Interest Statement Period: January through December 2025. The named recipient Example Party 702 has these entries: mortgage interest received: USD 11,125.00 principal: USD 166,875.00 points: USD 11,125.00 lender: USD 11,125.00",1098 "COPY FOR RECORDS: Form 1098: Mortgage Interest Statement Period: January through December 2023. The named recipient Example Party 703 has these entries: mortgage interest received: USD 11,208.00 principal: USD 168,120.00 points: USD 11,208.00 lender: USD 11,208.00",1098 "COPY FOR RECORDS: Form 1098: Mortgage Interest Statement Period: January through December 2024. The named recipient Example Party 704 has these entries: mortgage interest received: USD 11,291.00 principal: USD 169,365.00 points: USD 11,291.00 lender: USD 11,291.00",1098 "COPY FOR RECORDS: Form 1098: Mortgage Interest Statement Period: January through December 2025. The named recipient Example Party 705 has these entries: mortgage interest received: USD 11,374.00 principal: USD 170,610.00 points: USD 11,374.00 lender: USD 11,374.00",1098 "COPY FOR RECORDS: Form 1098: Mortgage Interest Statement Period: January through December 2023. The named recipient Example Party 706 has these entries: mortgage interest received: USD 11,457.00 principal: USD 171,855.00 points: USD 11,457.00 lender: USD 11,457.00",1098 "COPY FOR RECORDS: Form 1098: Mortgage Interest Statement Period: January through December 2024. The named recipient Example Party 707 has these entries: mortgage interest received: USD 11,540.00 principal: USD 173,100.00 points: USD 11,540.00 lender: USD 11,540.00",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-T: Tuition Statement"". The populated sections contain payments received for tuition: USD 10,822.00; scholarships: USD 10,822.00; student: Example Entity 6-0-2. Prepared for Example Individual 600.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-T: Tuition Statement"". The populated sections contain payments received for tuition: USD 10,905.00; scholarships: USD 10,905.00; student: Example Entity 6-1-2. Prepared for Example Individual 601.",1098 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1098-T: Tuition Statement"". The populated sections contain payments received for tuition: USD 10,988.00; scholarships: USD 10,988.00; student: Example Entity 6-2-2. Prepared for Example Individual 602.",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-T: Tuition Statement"". The populated sections contain payments received for tuition: USD 11,071.00; scholarships: USD 11,071.00; student: Example Entity 6-3-2. Prepared for Example Individual 603.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-T: Tuition Statement"". The populated sections contain payments received for tuition: USD 11,154.00; scholarships: USD 11,154.00; student: Example Entity 6-4-2. Prepared for Example Individual 604.",1098 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1098-T: Tuition Statement"". The populated sections contain payments received for tuition: USD 11,237.00; scholarships: USD 11,237.00; student: Example Entity 6-5-2. Prepared for Example Individual 605.",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-T: Tuition Statement"". The populated sections contain payments received for tuition: USD 11,320.00; scholarships: USD 11,320.00; student: Example Entity 6-6-2. Prepared for Example Individual 606.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-T: Tuition Statement"". The populated sections contain payments received for tuition: USD 11,403.00; scholarships: USD 11,403.00; student: Example Entity 6-7-2. Prepared for Example Individual 607.",1098 "COPY FOR RECORDS: Form 1098-T: Tuition Statement Period: January through December 2023. The named recipient Example Party 700 has these entries: payments received for tuition: USD 10,959.00 scholarships: USD 10,959.00 student: Example Entity 7-0-2",1098 "COPY FOR RECORDS: Form 1098-T: Tuition Statement Period: January through December 2024. The named recipient Example Party 701 has these entries: payments received for tuition: USD 11,042.00 scholarships: USD 11,042.00 student: Example Entity 7-1-2",1098 "COPY FOR RECORDS: Form 1098-T: Tuition Statement Period: January through December 2025. The named recipient Example Party 702 has these entries: payments received for tuition: USD 11,125.00 scholarships: USD 11,125.00 student: Example Entity 7-2-2",1098 "COPY FOR RECORDS: Form 1098-T: Tuition Statement Period: January through December 2023. The named recipient Example Party 703 has these entries: payments received for tuition: USD 11,208.00 scholarships: USD 11,208.00 student: Example Entity 7-3-2",1098 "COPY FOR RECORDS: Form 1098-T: Tuition Statement Period: January through December 2024. The named recipient Example Party 704 has these entries: payments received for tuition: USD 11,291.00 scholarships: USD 11,291.00 student: Example Entity 7-4-2",1098 "COPY FOR RECORDS: Form 1098-T: Tuition Statement Period: January through December 2025. The named recipient Example Party 705 has these entries: payments received for tuition: USD 11,374.00 scholarships: USD 11,374.00 student: Example Entity 7-5-2",1098 "COPY FOR RECORDS: Form 1098-T: Tuition Statement Period: January through December 2023. The named recipient Example Party 706 has these entries: payments received for tuition: USD 11,457.00 scholarships: USD 11,457.00 student: Example Entity 7-6-2",1098 "COPY FOR RECORDS: Form 1098-T: Tuition Statement Period: January through December 2024. The named recipient Example Party 707 has these entries: payments received for tuition: USD 11,540.00 scholarships: USD 11,540.00 student: Example Entity 7-7-2",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-E: Student Loan Interest Statement"". The populated sections contain student loan interest received: Example Entity 6-0-0; lender: USD 10,822.00; borrower: USD 10,822.00. Prepared for Example Individual 600.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-E: Student Loan Interest Statement"". The populated sections contain student loan interest received: Example Entity 6-1-0; lender: USD 10,905.00; borrower: USD 10,905.00. Prepared for Example Individual 601.",1098 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1098-E: Student Loan Interest Statement"". The populated sections contain student loan interest received: Example Entity 6-2-0; lender: USD 10,988.00; borrower: USD 10,988.00. Prepared for Example Individual 602.",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-E: Student Loan Interest Statement"". The populated sections contain student loan interest received: Example Entity 6-3-0; lender: USD 11,071.00; borrower: USD 11,071.00. Prepared for Example Individual 603.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-E: Student Loan Interest Statement"". The populated sections contain student loan interest received: Example Entity 6-4-0; lender: USD 11,154.00; borrower: USD 11,154.00. Prepared for Example Individual 604.",1098 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1098-E: Student Loan Interest Statement"". The populated sections contain student loan interest received: Example Entity 6-5-0; lender: USD 11,237.00; borrower: USD 11,237.00. Prepared for Example Individual 605.",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-E: Student Loan Interest Statement"". The populated sections contain student loan interest received: Example Entity 6-6-0; lender: USD 11,320.00; borrower: USD 11,320.00. Prepared for Example Individual 606.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-E: Student Loan Interest Statement"". The populated sections contain student loan interest received: Example Entity 6-7-0; lender: USD 11,403.00; borrower: USD 11,403.00. Prepared for Example Individual 607.",1098 "COPY FOR RECORDS: Form 1098-E: Student Loan Interest Statement Period: January through December 2023. The named recipient Example Party 700 has these entries: student loan interest received: Example Entity 7-0-0 lender: USD 10,959.00 borrower: USD 10,959.00",1098 "COPY FOR RECORDS: Form 1098-E: Student Loan Interest Statement Period: January through December 2024. The named recipient Example Party 701 has these entries: student loan interest received: Example Entity 7-1-0 lender: USD 11,042.00 borrower: USD 11,042.00",1098 "COPY FOR RECORDS: Form 1098-E: Student Loan Interest Statement Period: January through December 2025. The named recipient Example Party 702 has these entries: student loan interest received: Example Entity 7-2-0 lender: USD 11,125.00 borrower: USD 11,125.00",1098 "COPY FOR RECORDS: Form 1098-E: Student Loan Interest Statement Period: January through December 2023. The named recipient Example Party 703 has these entries: student loan interest received: Example Entity 7-3-0 lender: USD 11,208.00 borrower: USD 11,208.00",1098 "COPY FOR RECORDS: Form 1098-E: Student Loan Interest Statement Period: January through December 2024. The named recipient Example Party 704 has these entries: student loan interest received: Example Entity 7-4-0 lender: USD 11,291.00 borrower: USD 11,291.00",1098 "COPY FOR RECORDS: Form 1098-E: Student Loan Interest Statement Period: January through December 2025. The named recipient Example Party 705 has these entries: student loan interest received: Example Entity 7-5-0 lender: USD 11,374.00 borrower: USD 11,374.00",1098 "COPY FOR RECORDS: Form 1098-E: Student Loan Interest Statement Period: January through December 2023. The named recipient Example Party 706 has these entries: student loan interest received: Example Entity 7-6-0 lender: USD 11,457.00 borrower: USD 11,457.00",1098 "COPY FOR RECORDS: Form 1098-E: Student Loan Interest Statement Period: January through December 2024. The named recipient Example Party 707 has these entries: student loan interest received: Example Entity 7-7-0 lender: USD 11,540.00 borrower: USD 11,540.00",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-Q: Payments From Qualified Education Programs"". The populated sections contain gross distribution: USD 10,822.00; earnings: USD 10,822.00; basis: USD 7,575.40; recipient: Example Entity 6-0-3. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-Q: Payments From Qualified Education Programs"". The populated sections contain gross distribution: USD 10,905.00; earnings: USD 10,905.00; basis: USD 7,633.50; recipient: Example Entity 6-1-3. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-Q: Payments From Qualified Education Programs"". The populated sections contain gross distribution: USD 10,988.00; earnings: USD 10,988.00; basis: USD 7,691.60; recipient: Example Entity 6-2-3. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-Q: Payments From Qualified Education Programs"". The populated sections contain gross distribution: USD 11,071.00; earnings: USD 11,071.00; basis: USD 7,749.70; recipient: Example Entity 6-3-3. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-Q: Payments From Qualified Education Programs"". The populated sections contain gross distribution: USD 11,154.00; earnings: USD 11,154.00; basis: USD 7,807.80; recipient: Example Entity 6-4-3. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-Q: Payments From Qualified Education Programs"". The populated sections contain gross distribution: USD 11,237.00; earnings: USD 11,237.00; basis: USD 7,865.90; recipient: Example Entity 6-5-3. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-Q: Payments From Qualified Education Programs"". The populated sections contain gross distribution: USD 11,320.00; earnings: USD 11,320.00; basis: USD 7,924.00; recipient: Example Entity 6-6-3. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-Q: Payments From Qualified Education Programs"". The populated sections contain gross distribution: USD 11,403.00; earnings: USD 11,403.00; basis: USD 7,982.10; recipient: Example Entity 6-7-3. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-Q: Payments From Qualified Education Programs Period: January through December 2023. The named recipient Example Party 700 has these entries: gross distribution: USD 10,959.00 earnings: USD 10,959.00 basis: USD 7,671.30 recipient: Example Entity 7-0-3",1099 "COPY FOR RECORDS: Form 1099-Q: Payments From Qualified Education Programs Period: January through December 2024. The named recipient Example Party 701 has these entries: gross distribution: USD 11,042.00 earnings: USD 11,042.00 basis: USD 7,729.40 recipient: Example Entity 7-1-3",1099 "COPY FOR RECORDS: Form 1099-Q: Payments From Qualified Education Programs Period: January through December 2025. The named recipient Example Party 702 has these entries: gross distribution: USD 11,125.00 earnings: USD 11,125.00 basis: USD 7,787.50 recipient: Example Entity 7-2-3",1099 "COPY FOR RECORDS: Form 1099-Q: Payments From Qualified Education Programs Period: January through December 2023. The named recipient Example Party 703 has these entries: gross distribution: USD 11,208.00 earnings: USD 11,208.00 basis: USD 7,845.60 recipient: Example Entity 7-3-3",1099 "COPY FOR RECORDS: Form 1099-Q: Payments From Qualified Education Programs Period: January through December 2024. The named recipient Example Party 704 has these entries: gross distribution: USD 11,291.00 earnings: USD 11,291.00 basis: USD 7,903.70 recipient: Example Entity 7-4-3",1099 "COPY FOR RECORDS: Form 1099-Q: Payments From Qualified Education Programs Period: January through December 2025. The named recipient Example Party 705 has these entries: gross distribution: USD 11,374.00 earnings: USD 11,374.00 basis: USD 7,961.80 recipient: Example Entity 7-5-3",1099 "COPY FOR RECORDS: Form 1099-Q: Payments From Qualified Education Programs Period: January through December 2023. The named recipient Example Party 706 has these entries: gross distribution: USD 11,457.00 earnings: USD 11,457.00 basis: USD 8,019.90 recipient: Example Entity 7-6-3",1099 "COPY FOR RECORDS: Form 1099-Q: Payments From Qualified Education Programs Period: January through December 2024. The named recipient Example Party 707 has these entries: gross distribution: USD 11,540.00 earnings: USD 11,540.00 basis: USD 8,078.00 recipient: Example Entity 7-7-3",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498-ESA: Coverdell ESA Contribution Information"". The populated sections contain Coverdell ESA contributions: USD 10,822.00; rollover contributions: USD 10,822.00; beneficiary: Example Entity 6-0-2. Prepared for Example Individual 600.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498-ESA: Coverdell ESA Contribution Information"". The populated sections contain Coverdell ESA contributions: USD 10,905.00; rollover contributions: USD 10,905.00; beneficiary: Example Entity 6-1-2. Prepared for Example Individual 601.",5498 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 5498-ESA: Coverdell ESA Contribution Information"". The populated sections contain Coverdell ESA contributions: USD 10,988.00; rollover contributions: USD 10,988.00; beneficiary: Example Entity 6-2-2. Prepared for Example Individual 602.",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498-ESA: Coverdell ESA Contribution Information"". The populated sections contain Coverdell ESA contributions: USD 11,071.00; rollover contributions: USD 11,071.00; beneficiary: Example Entity 6-3-2. Prepared for Example Individual 603.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498-ESA: Coverdell ESA Contribution Information"". The populated sections contain Coverdell ESA contributions: USD 11,154.00; rollover contributions: USD 11,154.00; beneficiary: Example Entity 6-4-2. Prepared for Example Individual 604.",5498 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 5498-ESA: Coverdell ESA Contribution Information"". The populated sections contain Coverdell ESA contributions: USD 11,237.00; rollover contributions: USD 11,237.00; beneficiary: Example Entity 6-5-2. Prepared for Example Individual 605.",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498-ESA: Coverdell ESA Contribution Information"". The populated sections contain Coverdell ESA contributions: USD 11,320.00; rollover contributions: USD 11,320.00; beneficiary: Example Entity 6-6-2. Prepared for Example Individual 606.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498-ESA: Coverdell ESA Contribution Information"". The populated sections contain Coverdell ESA contributions: USD 11,403.00; rollover contributions: USD 11,403.00; beneficiary: Example Entity 6-7-2. Prepared for Example Individual 607.",5498 "COPY FOR RECORDS: Form 5498-ESA: Coverdell ESA Contribution Information Period: January through December 2023. The named recipient Example Party 700 has these entries: Coverdell ESA contributions: USD 10,959.00 rollover contributions: USD 10,959.00 beneficiary: Example Entity 7-0-2",5498 "COPY FOR RECORDS: Form 5498-ESA: Coverdell ESA Contribution Information Period: January through December 2024. The named recipient Example Party 701 has these entries: Coverdell ESA contributions: USD 11,042.00 rollover contributions: USD 11,042.00 beneficiary: Example Entity 7-1-2",5498 "COPY FOR RECORDS: Form 5498-ESA: Coverdell ESA Contribution Information Period: January through December 2025. The named recipient Example Party 702 has these entries: Coverdell ESA contributions: USD 11,125.00 rollover contributions: USD 11,125.00 beneficiary: Example Entity 7-2-2",5498 "COPY FOR RECORDS: Form 5498-ESA: Coverdell ESA Contribution Information Period: January through December 2023. The named recipient Example Party 703 has these entries: Coverdell ESA contributions: USD 11,208.00 rollover contributions: USD 11,208.00 beneficiary: Example Entity 7-3-2",5498 "COPY FOR RECORDS: Form 5498-ESA: Coverdell ESA Contribution Information Period: January through December 2024. The named recipient Example Party 704 has these entries: Coverdell ESA contributions: USD 11,291.00 rollover contributions: USD 11,291.00 beneficiary: Example Entity 7-4-2",5498 "COPY FOR RECORDS: Form 5498-ESA: Coverdell ESA Contribution Information Period: January through December 2025. The named recipient Example Party 705 has these entries: Coverdell ESA contributions: USD 11,374.00 rollover contributions: USD 11,374.00 beneficiary: Example Entity 7-5-2",5498 "COPY FOR RECORDS: Form 5498-ESA: Coverdell ESA Contribution Information Period: January through December 2023. The named recipient Example Party 706 has these entries: Coverdell ESA contributions: USD 11,457.00 rollover contributions: USD 11,457.00 beneficiary: Example Entity 7-6-2",5498 "COPY FOR RECORDS: Form 5498-ESA: Coverdell ESA Contribution Information Period: January through December 2024. The named recipient Example Party 707 has these entries: Coverdell ESA contributions: USD 11,540.00 rollover contributions: USD 11,540.00 beneficiary: Example Entity 7-7-2",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-A: Health Insurance Marketplace Statement"". The populated sections contain monthly enrollment premiums: USD 10,822.00; advance premium tax credit: USD 10,822.00; covered individuals: USD 10,822.00. Prepared for Example Individual 600.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-A: Health Insurance Marketplace Statement"". The populated sections contain monthly enrollment premiums: USD 10,905.00; advance premium tax credit: USD 10,905.00; covered individuals: USD 10,905.00. Prepared for Example Individual 601.",1095 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1095-A: Health Insurance Marketplace Statement"". The populated sections contain monthly enrollment premiums: USD 10,988.00; advance premium tax credit: USD 10,988.00; covered individuals: USD 10,988.00. Prepared for Example Individual 602.",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-A: Health Insurance Marketplace Statement"". The populated sections contain monthly enrollment premiums: USD 11,071.00; advance premium tax credit: USD 11,071.00; covered individuals: USD 11,071.00. Prepared for Example Individual 603.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-A: Health Insurance Marketplace Statement"". The populated sections contain monthly enrollment premiums: USD 11,154.00; advance premium tax credit: USD 11,154.00; covered individuals: USD 11,154.00. Prepared for Example Individual 604.",1095 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1095-A: Health Insurance Marketplace Statement"". The populated sections contain monthly enrollment premiums: USD 11,237.00; advance premium tax credit: USD 11,237.00; covered individuals: USD 11,237.00. Prepared for Example Individual 605.",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-A: Health Insurance Marketplace Statement"". The populated sections contain monthly enrollment premiums: USD 11,320.00; advance premium tax credit: USD 11,320.00; covered individuals: USD 11,320.00. Prepared for Example Individual 606.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-A: Health Insurance Marketplace Statement"". The populated sections contain monthly enrollment premiums: USD 11,403.00; advance premium tax credit: USD 11,403.00; covered individuals: USD 11,403.00. Prepared for Example Individual 607.",1095 "COPY FOR RECORDS: Form 1095-A: Health Insurance Marketplace Statement Period: January through December 2023. The named recipient Example Party 700 has these entries: monthly enrollment premiums: USD 10,959.00 advance premium tax credit: USD 10,959.00 covered individuals: USD 10,959.00",1095 "COPY FOR RECORDS: Form 1095-A: Health Insurance Marketplace Statement Period: January through December 2024. The named recipient Example Party 701 has these entries: monthly enrollment premiums: USD 11,042.00 advance premium tax credit: USD 11,042.00 covered individuals: USD 11,042.00",1095 "COPY FOR RECORDS: Form 1095-A: Health Insurance Marketplace Statement Period: January through December 2025. The named recipient Example Party 702 has these entries: monthly enrollment premiums: USD 11,125.00 advance premium tax credit: USD 11,125.00 covered individuals: USD 11,125.00",1095 "COPY FOR RECORDS: Form 1095-A: Health Insurance Marketplace Statement Period: January through December 2023. The named recipient Example Party 703 has these entries: monthly enrollment premiums: USD 11,208.00 advance premium tax credit: USD 11,208.00 covered individuals: USD 11,208.00",1095 "COPY FOR RECORDS: Form 1095-A: Health Insurance Marketplace Statement Period: January through December 2024. The named recipient Example Party 704 has these entries: monthly enrollment premiums: USD 11,291.00 advance premium tax credit: USD 11,291.00 covered individuals: USD 11,291.00",1095 "COPY FOR RECORDS: Form 1095-A: Health Insurance Marketplace Statement Period: January through December 2025. The named recipient Example Party 705 has these entries: monthly enrollment premiums: USD 11,374.00 advance premium tax credit: USD 11,374.00 covered individuals: USD 11,374.00",1095 "COPY FOR RECORDS: Form 1095-A: Health Insurance Marketplace Statement Period: January through December 2023. The named recipient Example Party 706 has these entries: monthly enrollment premiums: USD 11,457.00 advance premium tax credit: USD 11,457.00 covered individuals: USD 11,457.00",1095 "COPY FOR RECORDS: Form 1095-A: Health Insurance Marketplace Statement Period: January through December 2024. The named recipient Example Party 707 has these entries: monthly enrollment premiums: USD 11,540.00 advance premium tax credit: USD 11,540.00 covered individuals: USD 11,540.00",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-B: Health Coverage"". The populated sections contain responsible individual: USD 10,822.00; covered individuals: USD 10,822.00; months of coverage: January through December. Prepared for Example Individual 600.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-B: Health Coverage"". The populated sections contain responsible individual: USD 10,905.00; covered individuals: USD 10,905.00; months of coverage: January through December. Prepared for Example Individual 601.",1095 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1095-B: Health Coverage"". The populated sections contain responsible individual: USD 10,988.00; covered individuals: USD 10,988.00; months of coverage: January through December. Prepared for Example Individual 602.",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-B: Health Coverage"". The populated sections contain responsible individual: USD 11,071.00; covered individuals: USD 11,071.00; months of coverage: January through December. Prepared for Example Individual 603.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-B: Health Coverage"". The populated sections contain responsible individual: USD 11,154.00; covered individuals: USD 11,154.00; months of coverage: January through December. Prepared for Example Individual 604.",1095 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1095-B: Health Coverage"". The populated sections contain responsible individual: USD 11,237.00; covered individuals: USD 11,237.00; months of coverage: January through December. Prepared for Example Individual 605.",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-B: Health Coverage"". The populated sections contain responsible individual: USD 11,320.00; covered individuals: USD 11,320.00; months of coverage: January through December. Prepared for Example Individual 606.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-B: Health Coverage"". The populated sections contain responsible individual: USD 11,403.00; covered individuals: USD 11,403.00; months of coverage: January through December. Prepared for Example Individual 607.",1095 "COPY FOR RECORDS: Form 1095-B: Health Coverage Period: January through December 2023. The named recipient Example Party 700 has these entries: responsible individual: USD 10,959.00 covered individuals: USD 10,959.00 months of coverage: January through December",1095 "COPY FOR RECORDS: Form 1095-B: Health Coverage Period: January through December 2024. The named recipient Example Party 701 has these entries: responsible individual: USD 11,042.00 covered individuals: USD 11,042.00 months of coverage: January through December",1095 "COPY FOR RECORDS: Form 1095-B: Health Coverage Period: January through December 2025. The named recipient Example Party 702 has these entries: responsible individual: USD 11,125.00 covered individuals: USD 11,125.00 months of coverage: January through December",1095 "COPY FOR RECORDS: Form 1095-B: Health Coverage Period: January through December 2023. The named recipient Example Party 703 has these entries: responsible individual: USD 11,208.00 covered individuals: USD 11,208.00 months of coverage: January through December",1095 "COPY FOR RECORDS: Form 1095-B: Health Coverage Period: January through December 2024. The named recipient Example Party 704 has these entries: responsible individual: USD 11,291.00 covered individuals: USD 11,291.00 months of coverage: January through December",1095 "COPY FOR RECORDS: Form 1095-B: Health Coverage Period: January through December 2025. The named recipient Example Party 705 has these entries: responsible individual: USD 11,374.00 covered individuals: USD 11,374.00 months of coverage: January through December",1095 "COPY FOR RECORDS: Form 1095-B: Health Coverage Period: January through December 2023. The named recipient Example Party 706 has these entries: responsible individual: USD 11,457.00 covered individuals: USD 11,457.00 months of coverage: January through December",1095 "COPY FOR RECORDS: Form 1095-B: Health Coverage Period: January through December 2024. The named recipient Example Party 707 has these entries: responsible individual: USD 11,540.00 covered individuals: USD 11,540.00 months of coverage: January through December",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-C: Employer-Provided Health Insurance Offer and Coverage"". The populated sections contain employee: Example Entity 6-0-0; employer: Example Entity 6-0-1; offer of coverage: USD 10,822.00; monthly contribution: USD 10,822.00. Prepared for Example Individual 600.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-C: Employer-Provided Health Insurance Offer and Coverage"". The populated sections contain employee: Example Entity 6-1-0; employer: Example Entity 6-1-1; offer of coverage: USD 10,905.00; monthly contribution: USD 10,905.00. Prepared for Example Individual 601.",1095 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1095-C: Employer-Provided Health Insurance Offer and Coverage"". The populated sections contain employee: Example Entity 6-2-0; employer: Example Entity 6-2-1; offer of coverage: USD 10,988.00; monthly contribution: USD 10,988.00. Prepared for Example Individual 602.",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-C: Employer-Provided Health Insurance Offer and Coverage"". The populated sections contain employee: Example Entity 6-3-0; employer: Example Entity 6-3-1; offer of coverage: USD 11,071.00; monthly contribution: USD 11,071.00. Prepared for Example Individual 603.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-C: Employer-Provided Health Insurance Offer and Coverage"". The populated sections contain employee: Example Entity 6-4-0; employer: Example Entity 6-4-1; offer of coverage: USD 11,154.00; monthly contribution: USD 11,154.00. Prepared for Example Individual 604.",1095 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1095-C: Employer-Provided Health Insurance Offer and Coverage"". The populated sections contain employee: Example Entity 6-5-0; employer: Example Entity 6-5-1; offer of coverage: USD 11,237.00; monthly contribution: USD 11,237.00. Prepared for Example Individual 605.",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1095-C: Employer-Provided Health Insurance Offer and Coverage"". The populated sections contain employee: Example Entity 6-6-0; employer: Example Entity 6-6-1; offer of coverage: USD 11,320.00; monthly contribution: USD 11,320.00. Prepared for Example Individual 606.",1095 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1095-C: Employer-Provided Health Insurance Offer and Coverage"". The populated sections contain employee: Example Entity 6-7-0; employer: Example Entity 6-7-1; offer of coverage: USD 11,403.00; monthly contribution: USD 11,403.00. Prepared for Example Individual 607.",1095 "COPY FOR RECORDS: Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Period: January through December 2023. The named recipient Example Party 700 has these entries: employee: Example Entity 7-0-0 employer: Example Entity 7-0-1 offer of coverage: USD 10,959.00 monthly contribution: USD 10,959.00",1095 "COPY FOR RECORDS: Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Period: January through December 2024. The named recipient Example Party 701 has these entries: employee: Example Entity 7-1-0 employer: Example Entity 7-1-1 offer of coverage: USD 11,042.00 monthly contribution: USD 11,042.00",1095 "COPY FOR RECORDS: Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Period: January through December 2025. The named recipient Example Party 702 has these entries: employee: Example Entity 7-2-0 employer: Example Entity 7-2-1 offer of coverage: USD 11,125.00 monthly contribution: USD 11,125.00",1095 "COPY FOR RECORDS: Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Period: January through December 2023. The named recipient Example Party 703 has these entries: employee: Example Entity 7-3-0 employer: Example Entity 7-3-1 offer of coverage: USD 11,208.00 monthly contribution: USD 11,208.00",1095 "COPY FOR RECORDS: Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Period: January through December 2024. The named recipient Example Party 704 has these entries: employee: Example Entity 7-4-0 employer: Example Entity 7-4-1 offer of coverage: USD 11,291.00 monthly contribution: USD 11,291.00",1095 "COPY FOR RECORDS: Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Period: January through December 2025. The named recipient Example Party 705 has these entries: employee: Example Entity 7-5-0 employer: Example Entity 7-5-1 offer of coverage: USD 11,374.00 monthly contribution: USD 11,374.00",1095 "COPY FOR RECORDS: Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Period: January through December 2023. The named recipient Example Party 706 has these entries: employee: Example Entity 7-6-0 employer: Example Entity 7-6-1 offer of coverage: USD 11,457.00 monthly contribution: USD 11,457.00",1095 "COPY FOR RECORDS: Form 1095-C: Employer-Provided Health Insurance Offer and Coverage Period: January through December 2024. The named recipient Example Party 707 has these entries: employee: Example Entity 7-7-0 employer: Example Entity 7-7-1 offer of coverage: USD 11,540.00 monthly contribution: USD 11,540.00",1095 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA"". The populated sections contain gross distribution: USD 10,822.00; distribution code: 7; account type: HSA. Prepared for Example Individual 600.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA"". The populated sections contain gross distribution: USD 10,905.00; distribution code: 7; account type: HSA. Prepared for Example Individual 601.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA"". The populated sections contain gross distribution: USD 10,988.00; distribution code: 7; account type: HSA. Prepared for Example Individual 602.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA"". The populated sections contain gross distribution: USD 11,071.00; distribution code: 7; account type: HSA. Prepared for Example Individual 603.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA"". The populated sections contain gross distribution: USD 11,154.00; distribution code: 7; account type: HSA. Prepared for Example Individual 604.",1099 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA"". The populated sections contain gross distribution: USD 11,237.00; distribution code: 7; account type: HSA. Prepared for Example Individual 605.",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA"". The populated sections contain gross distribution: USD 11,320.00; distribution code: 7; account type: HSA. Prepared for Example Individual 606.",1099 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA"". The populated sections contain gross distribution: USD 11,403.00; distribution code: 7; account type: HSA. Prepared for Example Individual 607.",1099 "COPY FOR RECORDS: Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA Period: January through December 2023. The named recipient Example Party 700 has these entries: gross distribution: USD 10,959.00 distribution code: 7 account type: HSA",1099 "COPY FOR RECORDS: Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA Period: January through December 2024. The named recipient Example Party 701 has these entries: gross distribution: USD 11,042.00 distribution code: 7 account type: HSA",1099 "COPY FOR RECORDS: Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA Period: January through December 2025. The named recipient Example Party 702 has these entries: gross distribution: USD 11,125.00 distribution code: 7 account type: HSA",1099 "COPY FOR RECORDS: Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA Period: January through December 2023. The named recipient Example Party 703 has these entries: gross distribution: USD 11,208.00 distribution code: 7 account type: HSA",1099 "COPY FOR RECORDS: Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA Period: January through December 2024. The named recipient Example Party 704 has these entries: gross distribution: USD 11,291.00 distribution code: 7 account type: HSA",1099 "COPY FOR RECORDS: Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA Period: January through December 2025. The named recipient Example Party 705 has these entries: gross distribution: USD 11,374.00 distribution code: 7 account type: HSA",1099 "COPY FOR RECORDS: Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA Period: January through December 2023. The named recipient Example Party 706 has these entries: gross distribution: USD 11,457.00 distribution code: 7 account type: HSA",1099 "COPY FOR RECORDS: Form 1099-SA: Distributions From an HSA Archer MSA or Medicare Advantage MSA Period: January through December 2024. The named recipient Example Party 707 has these entries: gross distribution: USD 11,540.00 distribution code: 7 account type: HSA",1099 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information"". The populated sections contain contributions: USD 10,822.00; rollover contributions: USD 10,822.00; fair market value: USD 10,822.00. Prepared for Example Individual 600.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information"". The populated sections contain contributions: USD 10,905.00; rollover contributions: USD 10,905.00; fair market value: USD 10,905.00. Prepared for Example Individual 601.",5498 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information"". The populated sections contain contributions: USD 10,988.00; rollover contributions: USD 10,988.00; fair market value: USD 10,988.00. Prepared for Example Individual 602.",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information"". The populated sections contain contributions: USD 11,071.00; rollover contributions: USD 11,071.00; fair market value: USD 11,071.00. Prepared for Example Individual 603.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information"". The populated sections contain contributions: USD 11,154.00; rollover contributions: USD 11,154.00; fair market value: USD 11,154.00. Prepared for Example Individual 604.",5498 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information"". The populated sections contain contributions: USD 11,237.00; rollover contributions: USD 11,237.00; fair market value: USD 11,237.00. Prepared for Example Individual 605.",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information"". The populated sections contain contributions: USD 11,320.00; rollover contributions: USD 11,320.00; fair market value: USD 11,320.00. Prepared for Example Individual 606.",5498 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information"". The populated sections contain contributions: USD 11,403.00; rollover contributions: USD 11,403.00; fair market value: USD 11,403.00. Prepared for Example Individual 607.",5498 "COPY FOR RECORDS: Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information Period: January through December 2023. The named recipient Example Party 700 has these entries: contributions: USD 10,959.00 rollover contributions: USD 10,959.00 fair market value: USD 10,959.00",5498 "COPY FOR RECORDS: Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information Period: January through December 2024. The named recipient Example Party 701 has these entries: contributions: USD 11,042.00 rollover contributions: USD 11,042.00 fair market value: USD 11,042.00",5498 "COPY FOR RECORDS: Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information Period: January through December 2025. The named recipient Example Party 702 has these entries: contributions: USD 11,125.00 rollover contributions: USD 11,125.00 fair market value: USD 11,125.00",5498 "COPY FOR RECORDS: Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information Period: January through December 2023. The named recipient Example Party 703 has these entries: contributions: USD 11,208.00 rollover contributions: USD 11,208.00 fair market value: USD 11,208.00",5498 "COPY FOR RECORDS: Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information Period: January through December 2024. The named recipient Example Party 704 has these entries: contributions: USD 11,291.00 rollover contributions: USD 11,291.00 fair market value: USD 11,291.00",5498 "COPY FOR RECORDS: Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information Period: January through December 2025. The named recipient Example Party 705 has these entries: contributions: USD 11,374.00 rollover contributions: USD 11,374.00 fair market value: USD 11,374.00",5498 "COPY FOR RECORDS: Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information Period: January through December 2023. The named recipient Example Party 706 has these entries: contributions: USD 11,457.00 rollover contributions: USD 11,457.00 fair market value: USD 11,457.00",5498 "COPY FOR RECORDS: Form 5498-SA: HSA Archer MSA or Medicare Advantage MSA Information Period: January through December 2024. The named recipient Example Party 707 has these entries: contributions: USD 11,540.00 rollover contributions: USD 11,540.00 fair market value: USD 11,540.00",5498 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8889: Health Savings Accounts"". The populated sections contain HSA contributions: USD 10,822.00; distributions: USD 10,822.00; qualified medical expenses: USD 10,822.00. Prepared for Example Individual 600.",8889 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8889: Health Savings Accounts"". The populated sections contain HSA contributions: USD 10,905.00; distributions: USD 10,905.00; qualified medical expenses: USD 10,905.00. Prepared for Example Individual 601.",8889 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8889: Health Savings Accounts"". The populated sections contain HSA contributions: USD 10,988.00; distributions: USD 10,988.00; qualified medical expenses: USD 10,988.00. Prepared for Example Individual 602.",8889 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8889: Health Savings Accounts"". The populated sections contain HSA contributions: USD 11,071.00; distributions: USD 11,071.00; qualified medical expenses: USD 11,071.00. Prepared for Example Individual 603.",8889 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8889: Health Savings Accounts"". The populated sections contain HSA contributions: USD 11,154.00; distributions: USD 11,154.00; qualified medical expenses: USD 11,154.00. Prepared for Example Individual 604.",8889 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8889: Health Savings Accounts"". The populated sections contain HSA contributions: USD 11,237.00; distributions: USD 11,237.00; qualified medical expenses: USD 11,237.00. Prepared for Example Individual 605.",8889 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8889: Health Savings Accounts"". The populated sections contain HSA contributions: USD 11,320.00; distributions: USD 11,320.00; qualified medical expenses: USD 11,320.00. Prepared for Example Individual 606.",8889 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8889: Health Savings Accounts"". The populated sections contain HSA contributions: USD 11,403.00; distributions: USD 11,403.00; qualified medical expenses: USD 11,403.00. Prepared for Example Individual 607.",8889 "COPY FOR RECORDS: Form 8889: Health Savings Accounts Period: January through December 2023. The named recipient Example Party 700 has these entries: HSA contributions: USD 10,959.00 distributions: USD 10,959.00 qualified medical expenses: USD 10,959.00",8889 "COPY FOR RECORDS: Form 8889: Health Savings Accounts Period: January through December 2024. The named recipient Example Party 701 has these entries: HSA contributions: USD 11,042.00 distributions: USD 11,042.00 qualified medical expenses: USD 11,042.00",8889 "COPY FOR RECORDS: Form 8889: Health Savings Accounts Period: January through December 2025. The named recipient Example Party 702 has these entries: HSA contributions: USD 11,125.00 distributions: USD 11,125.00 qualified medical expenses: USD 11,125.00",8889 "COPY FOR RECORDS: Form 8889: Health Savings Accounts Period: January through December 2023. The named recipient Example Party 703 has these entries: HSA contributions: USD 11,208.00 distributions: USD 11,208.00 qualified medical expenses: USD 11,208.00",8889 "COPY FOR RECORDS: Form 8889: Health Savings Accounts Period: January through December 2024. The named recipient Example Party 704 has these entries: HSA contributions: USD 11,291.00 distributions: USD 11,291.00 qualified medical expenses: USD 11,291.00",8889 "COPY FOR RECORDS: Form 8889: Health Savings Accounts Period: January through December 2025. The named recipient Example Party 705 has these entries: HSA contributions: USD 11,374.00 distributions: USD 11,374.00 qualified medical expenses: USD 11,374.00",8889 "COPY FOR RECORDS: Form 8889: Health Savings Accounts Period: January through December 2023. The named recipient Example Party 706 has these entries: HSA contributions: USD 11,457.00 distributions: USD 11,457.00 qualified medical expenses: USD 11,457.00",8889 "COPY FOR RECORDS: Form 8889: Health Savings Accounts Period: January through December 2024. The named recipient Example Party 707 has these entries: HSA contributions: USD 11,540.00 distributions: USD 11,540.00 qualified medical expenses: USD 11,540.00",8889 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8962: Premium Tax Credit"". The populated sections contain family size: 2; household income: USD 10,822.00; premium tax credit reconciliation: USD 10,822.00. Prepared for Example Individual 600.",8962 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8962: Premium Tax Credit"". The populated sections contain family size: 2; household income: USD 10,905.00; premium tax credit reconciliation: USD 10,905.00. Prepared for Example Individual 601.",8962 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8962: Premium Tax Credit"". The populated sections contain family size: 2; household income: USD 10,988.00; premium tax credit reconciliation: USD 10,988.00. Prepared for Example Individual 602.",8962 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8962: Premium Tax Credit"". The populated sections contain family size: 2; household income: USD 11,071.00; premium tax credit reconciliation: USD 11,071.00. Prepared for Example Individual 603.",8962 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8962: Premium Tax Credit"". The populated sections contain family size: 2; household income: USD 11,154.00; premium tax credit reconciliation: USD 11,154.00. Prepared for Example Individual 604.",8962 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8962: Premium Tax Credit"". The populated sections contain family size: 2; household income: USD 11,237.00; premium tax credit reconciliation: USD 11,237.00. Prepared for Example Individual 605.",8962 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8962: Premium Tax Credit"". The populated sections contain family size: 2; household income: USD 11,320.00; premium tax credit reconciliation: USD 11,320.00. Prepared for Example Individual 606.",8962 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8962: Premium Tax Credit"". The populated sections contain family size: 2; household income: USD 11,403.00; premium tax credit reconciliation: USD 11,403.00. Prepared for Example Individual 607.",8962 "COPY FOR RECORDS: Form 8962: Premium Tax Credit Period: January through December 2023. The named recipient Example Party 700 has these entries: family size: 2 household income: USD 10,959.00 premium tax credit reconciliation: USD 10,959.00",8962 "COPY FOR RECORDS: Form 8962: Premium Tax Credit Period: January through December 2024. The named recipient Example Party 701 has these entries: family size: 2 household income: USD 11,042.00 premium tax credit reconciliation: USD 11,042.00",8962 "COPY FOR RECORDS: Form 8962: Premium Tax Credit Period: January through December 2025. The named recipient Example Party 702 has these entries: family size: 2 household income: USD 11,125.00 premium tax credit reconciliation: USD 11,125.00",8962 "COPY FOR RECORDS: Form 8962: Premium Tax Credit Period: January through December 2023. The named recipient Example Party 703 has these entries: family size: 2 household income: USD 11,208.00 premium tax credit reconciliation: USD 11,208.00",8962 "COPY FOR RECORDS: Form 8962: Premium Tax Credit Period: January through December 2024. The named recipient Example Party 704 has these entries: family size: 2 household income: USD 11,291.00 premium tax credit reconciliation: USD 11,291.00",8962 "COPY FOR RECORDS: Form 8962: Premium Tax Credit Period: January through December 2025. The named recipient Example Party 705 has these entries: family size: 2 household income: USD 11,374.00 premium tax credit reconciliation: USD 11,374.00",8962 "COPY FOR RECORDS: Form 8962: Premium Tax Credit Period: January through December 2023. The named recipient Example Party 706 has these entries: family size: 2 household income: USD 11,457.00 premium tax credit reconciliation: USD 11,457.00",8962 "COPY FOR RECORDS: Form 8962: Premium Tax Credit Period: January through December 2024. The named recipient Example Party 707 has these entries: family size: 2 household income: USD 11,540.00 premium tax credit reconciliation: USD 11,540.00",8962 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes"". The populated sections contain date of contribution: 2023-03-01; vehicle: Example Entity 6-0-1; gross proceeds: USD 10,822.00; goods or services: USD 10,822.00. Prepared for Example Individual 600.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes"". The populated sections contain date of contribution: 2024-03-02; vehicle: Example Entity 6-1-1; gross proceeds: USD 10,905.00; goods or services: USD 10,905.00. Prepared for Example Individual 601.",1098 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes"". The populated sections contain date of contribution: 2025-03-03; vehicle: Example Entity 6-2-1; gross proceeds: USD 10,988.00; goods or services: USD 10,988.00. Prepared for Example Individual 602.",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes"". The populated sections contain date of contribution: 2023-03-04; vehicle: Example Entity 6-3-1; gross proceeds: USD 11,071.00; goods or services: USD 11,071.00. Prepared for Example Individual 603.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes"". The populated sections contain date of contribution: 2024-03-05; vehicle: Example Entity 6-4-1; gross proceeds: USD 11,154.00; goods or services: USD 11,154.00. Prepared for Example Individual 604.",1098 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes"". The populated sections contain date of contribution: 2025-03-06; vehicle: Example Entity 6-5-1; gross proceeds: USD 11,237.00; goods or services: USD 11,237.00. Prepared for Example Individual 605.",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes"". The populated sections contain date of contribution: 2023-03-07; vehicle: Example Entity 6-6-1; gross proceeds: USD 11,320.00; goods or services: USD 11,320.00. Prepared for Example Individual 606.",1098 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes"". The populated sections contain date of contribution: 2024-03-08; vehicle: Example Entity 6-7-1; gross proceeds: USD 11,403.00; goods or services: USD 11,403.00. Prepared for Example Individual 607.",1098 "COPY FOR RECORDS: Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes Period: January through December 2023. The named recipient Example Party 700 has these entries: date of contribution: 2023-03-01 vehicle: Example Entity 7-0-1 gross proceeds: USD 10,959.00 goods or services: USD 10,959.00",1098 "COPY FOR RECORDS: Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes Period: January through December 2024. The named recipient Example Party 701 has these entries: date of contribution: 2024-03-02 vehicle: Example Entity 7-1-1 gross proceeds: USD 11,042.00 goods or services: USD 11,042.00",1098 "COPY FOR RECORDS: Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes Period: January through December 2025. The named recipient Example Party 702 has these entries: date of contribution: 2025-03-03 vehicle: Example Entity 7-2-1 gross proceeds: USD 11,125.00 goods or services: USD 11,125.00",1098 "COPY FOR RECORDS: Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes Period: January through December 2023. The named recipient Example Party 703 has these entries: date of contribution: 2023-03-04 vehicle: Example Entity 7-3-1 gross proceeds: USD 11,208.00 goods or services: USD 11,208.00",1098 "COPY FOR RECORDS: Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes Period: January through December 2024. The named recipient Example Party 704 has these entries: date of contribution: 2024-03-05 vehicle: Example Entity 7-4-1 gross proceeds: USD 11,291.00 goods or services: USD 11,291.00",1098 "COPY FOR RECORDS: Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes Period: January through December 2025. The named recipient Example Party 705 has these entries: date of contribution: 2025-03-06 vehicle: Example Entity 7-5-1 gross proceeds: USD 11,374.00 goods or services: USD 11,374.00",1098 "COPY FOR RECORDS: Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes Period: January through December 2023. The named recipient Example Party 706 has these entries: date of contribution: 2023-03-07 vehicle: Example Entity 7-6-1 gross proceeds: USD 11,457.00 goods or services: USD 11,457.00",1098 "COPY FOR RECORDS: Form 1098-C: Contributions of Motor Vehicles Boats and Airplanes Period: January through December 2024. The named recipient Example Party 707 has these entries: date of contribution: 2024-03-08 vehicle: Example Entity 7-7-1 gross proceeds: USD 11,540.00 goods or services: USD 11,540.00",1098 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8283: Noncash Charitable Contributions"". The populated sections contain donated property description: Example Entity 6-0-0; acquisition date: 2023-03-01; donor basis: Example Entity 6-0-2; appraiser declaration: Example named signer; signed. Prepared for Example Individual 600.",8283 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8283: Noncash Charitable Contributions"". The populated sections contain donated property description: Example Entity 6-1-0; acquisition date: 2024-03-02; donor basis: Example Entity 6-1-2; appraiser declaration: Example named signer; signed. Prepared for Example Individual 601.",8283 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8283: Noncash Charitable Contributions"". The populated sections contain donated property description: Example Entity 6-2-0; acquisition date: 2025-03-03; donor basis: Example Entity 6-2-2; appraiser declaration: Example named signer; signed. Prepared for Example Individual 602.",8283 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8283: Noncash Charitable Contributions"". The populated sections contain donated property description: Example Entity 6-3-0; acquisition date: 2023-03-04; donor basis: Example Entity 6-3-2; appraiser declaration: Example named signer; signed. Prepared for Example Individual 603.",8283 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8283: Noncash Charitable Contributions"". The populated sections contain donated property description: Example Entity 6-4-0; acquisition date: 2024-03-05; donor basis: Example Entity 6-4-2; appraiser declaration: Example named signer; signed. Prepared for Example Individual 604.",8283 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8283: Noncash Charitable Contributions"". The populated sections contain donated property description: Example Entity 6-5-0; acquisition date: 2025-03-06; donor basis: Example Entity 6-5-2; appraiser declaration: Example named signer; signed. Prepared for Example Individual 605.",8283 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8283: Noncash Charitable Contributions"". The populated sections contain donated property description: Example Entity 6-6-0; acquisition date: 2023-03-07; donor basis: Example Entity 6-6-2; appraiser declaration: Example named signer; signed. Prepared for Example Individual 606.",8283 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8283: Noncash Charitable Contributions"". The populated sections contain donated property description: Example Entity 6-7-0; acquisition date: 2024-03-08; donor basis: Example Entity 6-7-2; appraiser declaration: Example named signer; signed. Prepared for Example Individual 607.",8283 "COPY FOR RECORDS: Form 8283: Noncash Charitable Contributions Period: January through December 2023. The named recipient Example Party 700 has these entries: donated property description: Example Entity 7-0-0 acquisition date: 2023-03-01 donor basis: Example Entity 7-0-2 appraiser declaration: Example named signer; signed",8283 "COPY FOR RECORDS: Form 8283: Noncash Charitable Contributions Period: January through December 2024. The named recipient Example Party 701 has these entries: donated property description: Example Entity 7-1-0 acquisition date: 2024-03-02 donor basis: Example Entity 7-1-2 appraiser declaration: Example named signer; signed",8283 "COPY FOR RECORDS: Form 8283: Noncash Charitable Contributions Period: January through December 2025. The named recipient Example Party 702 has these entries: donated property description: Example Entity 7-2-0 acquisition date: 2025-03-03 donor basis: Example Entity 7-2-2 appraiser declaration: Example named signer; signed",8283 "COPY FOR RECORDS: Form 8283: Noncash Charitable Contributions Period: January through December 2023. The named recipient Example Party 703 has these entries: donated property description: Example Entity 7-3-0 acquisition date: 2023-03-04 donor basis: Example Entity 7-3-2 appraiser declaration: Example named signer; signed",8283 "COPY FOR RECORDS: Form 8283: Noncash Charitable Contributions Period: January through December 2024. The named recipient Example Party 704 has these entries: donated property description: Example Entity 7-4-0 acquisition date: 2024-03-05 donor basis: Example Entity 7-4-2 appraiser declaration: Example named signer; signed",8283 "COPY FOR RECORDS: Form 8283: Noncash Charitable Contributions Period: January through December 2025. The named recipient Example Party 705 has these entries: donated property description: Example Entity 7-5-0 acquisition date: 2025-03-06 donor basis: Example Entity 7-5-2 appraiser declaration: Example named signer; signed",8283 "COPY FOR RECORDS: Form 8283: Noncash Charitable Contributions Period: January through December 2023. The named recipient Example Party 706 has these entries: donated property description: Example Entity 7-6-0 acquisition date: 2023-03-07 donor basis: Example Entity 7-6-2 appraiser declaration: Example named signer; signed",8283 "COPY FOR RECORDS: Form 8283: Noncash Charitable Contributions Period: January through December 2024. The named recipient Example Party 707 has these entries: donated property description: Example Entity 7-7-0 acquisition date: 2024-03-08 donor basis: Example Entity 7-7-2 appraiser declaration: Example named signer; signed",8283 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 709: United States Gift and Generation-Skipping Transfer Tax Return"". The populated sections contain donor: Example Entity 6-0-0; donee: Example Entity 6-0-1; description of gift: Example Entity 6-0-2; date of gift: 2023-03-01; value: USD 10,822.00. Prepared for Example Individual 600.",709 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 709: United States Gift and Generation-Skipping Transfer Tax Return"". The populated sections contain donor: Example Entity 6-1-0; donee: Example Entity 6-1-1; description of gift: Example Entity 6-1-2; date of gift: 2024-03-02; value: USD 10,905.00. Prepared for Example Individual 601.",709 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 709: United States Gift and Generation-Skipping Transfer Tax Return"". The populated sections contain donor: Example Entity 6-2-0; donee: Example Entity 6-2-1; description of gift: Example Entity 6-2-2; date of gift: 2025-03-03; value: USD 10,988.00. Prepared for Example Individual 602.",709 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 709: United States Gift and Generation-Skipping Transfer Tax Return"". The populated sections contain donor: Example Entity 6-3-0; donee: Example Entity 6-3-1; description of gift: Example Entity 6-3-2; date of gift: 2023-03-04; value: USD 11,071.00. Prepared for Example Individual 603.",709 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 709: United States Gift and Generation-Skipping Transfer Tax Return"". The populated sections contain donor: Example Entity 6-4-0; donee: Example Entity 6-4-1; description of gift: Example Entity 6-4-2; date of gift: 2024-03-05; value: USD 11,154.00. Prepared for Example Individual 604.",709 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 709: United States Gift and Generation-Skipping Transfer Tax Return"". The populated sections contain donor: Example Entity 6-5-0; donee: Example Entity 6-5-1; description of gift: Example Entity 6-5-2; date of gift: 2025-03-06; value: USD 11,237.00. Prepared for Example Individual 605.",709 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 709: United States Gift and Generation-Skipping Transfer Tax Return"". The populated sections contain donor: Example Entity 6-6-0; donee: Example Entity 6-6-1; description of gift: Example Entity 6-6-2; date of gift: 2023-03-07; value: USD 11,320.00. Prepared for Example Individual 606.",709 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 709: United States Gift and Generation-Skipping Transfer Tax Return"". The populated sections contain donor: Example Entity 6-7-0; donee: Example Entity 6-7-1; description of gift: Example Entity 6-7-2; date of gift: 2024-03-08; value: USD 11,403.00. Prepared for Example Individual 607.",709 "COPY FOR RECORDS: Form 709: United States Gift and Generation-Skipping Transfer Tax Return Period: January through December 2023. The named recipient Example Party 700 has these entries: donor: Example Entity 7-0-0 donee: Example Entity 7-0-1 description of gift: Example Entity 7-0-2 date of gift: 2023-03-01 value: USD 10,959.00",709 "COPY FOR RECORDS: Form 709: United States Gift and Generation-Skipping Transfer Tax Return Period: January through December 2024. The named recipient Example Party 701 has these entries: donor: Example Entity 7-1-0 donee: Example Entity 7-1-1 description of gift: Example Entity 7-1-2 date of gift: 2024-03-02 value: USD 11,042.00",709 "COPY FOR RECORDS: Form 709: United States Gift and Generation-Skipping Transfer Tax Return Period: January through December 2025. The named recipient Example Party 702 has these entries: donor: Example Entity 7-2-0 donee: Example Entity 7-2-1 description of gift: Example Entity 7-2-2 date of gift: 2025-03-03 value: USD 11,125.00",709 "COPY FOR RECORDS: Form 709: United States Gift and Generation-Skipping Transfer Tax Return Period: January through December 2023. The named recipient Example Party 703 has these entries: donor: Example Entity 7-3-0 donee: Example Entity 7-3-1 description of gift: Example Entity 7-3-2 date of gift: 2023-03-04 value: USD 11,208.00",709 "COPY FOR RECORDS: Form 709: United States Gift and Generation-Skipping Transfer Tax Return Period: January through December 2024. The named recipient Example Party 704 has these entries: donor: Example Entity 7-4-0 donee: Example Entity 7-4-1 description of gift: Example Entity 7-4-2 date of gift: 2024-03-05 value: USD 11,291.00",709 "COPY FOR RECORDS: Form 709: United States Gift and Generation-Skipping Transfer Tax Return Period: January through December 2025. The named recipient Example Party 705 has these entries: donor: Example Entity 7-5-0 donee: Example Entity 7-5-1 description of gift: Example Entity 7-5-2 date of gift: 2025-03-06 value: USD 11,374.00",709 "COPY FOR RECORDS: Form 709: United States Gift and Generation-Skipping Transfer Tax Return Period: January through December 2023. The named recipient Example Party 706 has these entries: donor: Example Entity 7-6-0 donee: Example Entity 7-6-1 description of gift: Example Entity 7-6-2 date of gift: 2023-03-07 value: USD 11,457.00",709 "COPY FOR RECORDS: Form 709: United States Gift and Generation-Skipping Transfer Tax Return Period: January through December 2024. The named recipient Example Party 707 has these entries: donor: Example Entity 7-7-0 donee: Example Entity 7-7-1 description of gift: Example Entity 7-7-2 date of gift: 2024-03-08 value: USD 11,540.00",709 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen"". The populated sections contain nonresident donor: Example Entity 6-0-0; property: Example Entity 6-0-1; donee: Example Entity 6-0-2; date of gift: 2023-03-01. Prepared for Example Individual 600.",709 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen"". The populated sections contain nonresident donor: Example Entity 6-1-0; property: Example Entity 6-1-1; donee: Example Entity 6-1-2; date of gift: 2024-03-02. Prepared for Example Individual 601.",709 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen"". The populated sections contain nonresident donor: Example Entity 6-2-0; property: Example Entity 6-2-1; donee: Example Entity 6-2-2; date of gift: 2025-03-03. Prepared for Example Individual 602.",709 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen"". The populated sections contain nonresident donor: Example Entity 6-3-0; property: Example Entity 6-3-1; donee: Example Entity 6-3-2; date of gift: 2023-03-04. Prepared for Example Individual 603.",709 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen"". The populated sections contain nonresident donor: Example Entity 6-4-0; property: Example Entity 6-4-1; donee: Example Entity 6-4-2; date of gift: 2024-03-05. Prepared for Example Individual 604.",709 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen"". The populated sections contain nonresident donor: Example Entity 6-5-0; property: Example Entity 6-5-1; donee: Example Entity 6-5-2; date of gift: 2025-03-06. Prepared for Example Individual 605.",709 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen"". The populated sections contain nonresident donor: Example Entity 6-6-0; property: Example Entity 6-6-1; donee: Example Entity 6-6-2; date of gift: 2023-03-07. Prepared for Example Individual 606.",709 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen"". The populated sections contain nonresident donor: Example Entity 6-7-0; property: Example Entity 6-7-1; donee: Example Entity 6-7-2; date of gift: 2024-03-08. Prepared for Example Individual 607.",709 "COPY FOR RECORDS: Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen Period: January through December 2023. The named recipient Example Party 700 has these entries: nonresident donor: Example Entity 7-0-0 property: Example Entity 7-0-1 donee: Example Entity 7-0-2 date of gift: 2023-03-01",709 "COPY FOR RECORDS: Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen Period: January through December 2024. The named recipient Example Party 701 has these entries: nonresident donor: Example Entity 7-1-0 property: Example Entity 7-1-1 donee: Example Entity 7-1-2 date of gift: 2024-03-02",709 "COPY FOR RECORDS: Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen Period: January through December 2025. The named recipient Example Party 702 has these entries: nonresident donor: Example Entity 7-2-0 property: Example Entity 7-2-1 donee: Example Entity 7-2-2 date of gift: 2025-03-03",709 "COPY FOR RECORDS: Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen Period: January through December 2023. The named recipient Example Party 703 has these entries: nonresident donor: Example Entity 7-3-0 property: Example Entity 7-3-1 donee: Example Entity 7-3-2 date of gift: 2023-03-04",709 "COPY FOR RECORDS: Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen Period: January through December 2024. The named recipient Example Party 704 has these entries: nonresident donor: Example Entity 7-4-0 property: Example Entity 7-4-1 donee: Example Entity 7-4-2 date of gift: 2024-03-05",709 "COPY FOR RECORDS: Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen Period: January through December 2025. The named recipient Example Party 705 has these entries: nonresident donor: Example Entity 7-5-0 property: Example Entity 7-5-1 donee: Example Entity 7-5-2 date of gift: 2025-03-06",709 "COPY FOR RECORDS: Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen Period: January through December 2023. The named recipient Example Party 706 has these entries: nonresident donor: Example Entity 7-6-0 property: Example Entity 7-6-1 donee: Example Entity 7-6-2 date of gift: 2023-03-07",709 "COPY FOR RECORDS: Form 709-NA: United States Gift and Generation-Skipping Transfer Tax Return of Nonresident Not a Citizen Period: January through December 2024. The named recipient Example Party 707 has these entries: nonresident donor: Example Entity 7-7-0 property: Example Entity 7-7-1 donee: Example Entity 7-7-2 date of gift: 2024-03-08",709 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts"". The populated sections contain foreign donor: Example Entity 6-0-0; recipient: Example Entity 6-0-1; foreign gifts: USD 10,822.00; trust transactions: USD 10,822.00. Prepared for Example Individual 600.",3520 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts"". The populated sections contain foreign donor: Example Entity 6-1-0; recipient: Example Entity 6-1-1; foreign gifts: USD 10,905.00; trust transactions: USD 10,905.00. Prepared for Example Individual 601.",3520 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts"". The populated sections contain foreign donor: Example Entity 6-2-0; recipient: Example Entity 6-2-1; foreign gifts: USD 10,988.00; trust transactions: USD 10,988.00. Prepared for Example Individual 602.",3520 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts"". The populated sections contain foreign donor: Example Entity 6-3-0; recipient: Example Entity 6-3-1; foreign gifts: USD 11,071.00; trust transactions: USD 11,071.00. Prepared for Example Individual 603.",3520 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts"". The populated sections contain foreign donor: Example Entity 6-4-0; recipient: Example Entity 6-4-1; foreign gifts: USD 11,154.00; trust transactions: USD 11,154.00. Prepared for Example Individual 604.",3520 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts"". The populated sections contain foreign donor: Example Entity 6-5-0; recipient: Example Entity 6-5-1; foreign gifts: USD 11,237.00; trust transactions: USD 11,237.00. Prepared for Example Individual 605.",3520 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts"". The populated sections contain foreign donor: Example Entity 6-6-0; recipient: Example Entity 6-6-1; foreign gifts: USD 11,320.00; trust transactions: USD 11,320.00. Prepared for Example Individual 606.",3520 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts"". The populated sections contain foreign donor: Example Entity 6-7-0; recipient: Example Entity 6-7-1; foreign gifts: USD 11,403.00; trust transactions: USD 11,403.00. Prepared for Example Individual 607.",3520 "COPY FOR RECORDS: Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Period: January through December 2023. The named recipient Example Party 700 has these entries: foreign donor: Example Entity 7-0-0 recipient: Example Entity 7-0-1 foreign gifts: USD 10,959.00 trust transactions: USD 10,959.00",3520 "COPY FOR RECORDS: Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Period: January through December 2024. The named recipient Example Party 701 has these entries: foreign donor: Example Entity 7-1-0 recipient: Example Entity 7-1-1 foreign gifts: USD 11,042.00 trust transactions: USD 11,042.00",3520 "COPY FOR RECORDS: Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Period: January through December 2025. The named recipient Example Party 702 has these entries: foreign donor: Example Entity 7-2-0 recipient: Example Entity 7-2-1 foreign gifts: USD 11,125.00 trust transactions: USD 11,125.00",3520 "COPY FOR RECORDS: Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Period: January through December 2023. The named recipient Example Party 703 has these entries: foreign donor: Example Entity 7-3-0 recipient: Example Entity 7-3-1 foreign gifts: USD 11,208.00 trust transactions: USD 11,208.00",3520 "COPY FOR RECORDS: Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Period: January through December 2024. The named recipient Example Party 704 has these entries: foreign donor: Example Entity 7-4-0 recipient: Example Entity 7-4-1 foreign gifts: USD 11,291.00 trust transactions: USD 11,291.00",3520 "COPY FOR RECORDS: Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Period: January through December 2025. The named recipient Example Party 705 has these entries: foreign donor: Example Entity 7-5-0 recipient: Example Entity 7-5-1 foreign gifts: USD 11,374.00 trust transactions: USD 11,374.00",3520 "COPY FOR RECORDS: Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Period: January through December 2023. The named recipient Example Party 706 has these entries: foreign donor: Example Entity 7-6-0 recipient: Example Entity 7-6-1 foreign gifts: USD 11,457.00 trust transactions: USD 11,457.00",3520 "COPY FOR RECORDS: Form 3520: Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts Period: January through December 2024. The named recipient Example Party 707 has these entries: foreign donor: Example Entity 7-7-0 recipient: Example Entity 7-7-1 foreign gifts: USD 11,540.00 trust transactions: USD 11,540.00",3520 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040: US Individual Income Tax Return"". The populated sections contain filing status: Single; total income: USD 10,822.00; adjusted gross income: USD 9,739.80; payments: USD 10,822.00. Prepared for Example Individual 600.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040: US Individual Income Tax Return"". The populated sections contain filing status: Single; total income: USD 10,905.00; adjusted gross income: USD 9,814.50; payments: USD 10,905.00. Prepared for Example Individual 601.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040: US Individual Income Tax Return"". The populated sections contain filing status: Single; total income: USD 10,988.00; adjusted gross income: USD 9,889.20; payments: USD 10,988.00. Prepared for Example Individual 602.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040: US Individual Income Tax Return"". The populated sections contain filing status: Single; total income: USD 11,071.00; adjusted gross income: USD 9,963.90; payments: USD 11,071.00. Prepared for Example Individual 603.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040: US Individual Income Tax Return"". The populated sections contain filing status: Single; total income: USD 11,154.00; adjusted gross income: USD 10,038.60; payments: USD 11,154.00. Prepared for Example Individual 604.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040: US Individual Income Tax Return"". The populated sections contain filing status: Single; total income: USD 11,237.00; adjusted gross income: USD 10,113.30; payments: USD 11,237.00. Prepared for Example Individual 605.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040: US Individual Income Tax Return"". The populated sections contain filing status: Single; total income: USD 11,320.00; adjusted gross income: USD 10,188.00; payments: USD 11,320.00. Prepared for Example Individual 606.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040: US Individual Income Tax Return"". The populated sections contain filing status: Single; total income: USD 11,403.00; adjusted gross income: USD 10,262.70; payments: USD 11,403.00. Prepared for Example Individual 607.",1040 "COPY FOR RECORDS: Form 1040: US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 700 has these entries: filing status: Single total income: USD 10,959.00 adjusted gross income: USD 9,863.10 payments: USD 10,959.00",1040 "COPY FOR RECORDS: Form 1040: US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 701 has these entries: filing status: Single total income: USD 11,042.00 adjusted gross income: USD 9,937.80 payments: USD 11,042.00",1040 "COPY FOR RECORDS: Form 1040: US Individual Income Tax Return Period: January through December 2025. The named recipient Example Party 702 has these entries: filing status: Single total income: USD 11,125.00 adjusted gross income: USD 10,012.50 payments: USD 11,125.00",1040 "COPY FOR RECORDS: Form 1040: US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 703 has these entries: filing status: Single total income: USD 11,208.00 adjusted gross income: USD 10,087.20 payments: USD 11,208.00",1040 "COPY FOR RECORDS: Form 1040: US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 704 has these entries: filing status: Single total income: USD 11,291.00 adjusted gross income: USD 10,161.90 payments: USD 11,291.00",1040 "COPY FOR RECORDS: Form 1040: US Individual Income Tax Return Period: January through December 2025. The named recipient Example Party 705 has these entries: filing status: Single total income: USD 11,374.00 adjusted gross income: USD 10,236.60 payments: USD 11,374.00",1040 "COPY FOR RECORDS: Form 1040: US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 706 has these entries: filing status: Single total income: USD 11,457.00 adjusted gross income: USD 10,311.30 payments: USD 11,457.00",1040 "COPY FOR RECORDS: Form 1040: US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 707 has these entries: filing status: Single total income: USD 11,540.00 adjusted gross income: USD 10,386.00 payments: USD 11,540.00",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-SR: US Tax Return for Seniors"". The populated sections contain filing status: Single; total income: USD 10,822.00; adjusted gross income: USD 9,739.80; payments: USD 10,822.00. Prepared for Example Individual 600.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-SR: US Tax Return for Seniors"". The populated sections contain filing status: Single; total income: USD 10,905.00; adjusted gross income: USD 9,814.50; payments: USD 10,905.00. Prepared for Example Individual 601.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040-SR: US Tax Return for Seniors"". The populated sections contain filing status: Single; total income: USD 10,988.00; adjusted gross income: USD 9,889.20; payments: USD 10,988.00. Prepared for Example Individual 602.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-SR: US Tax Return for Seniors"". The populated sections contain filing status: Single; total income: USD 11,071.00; adjusted gross income: USD 9,963.90; payments: USD 11,071.00. Prepared for Example Individual 603.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-SR: US Tax Return for Seniors"". The populated sections contain filing status: Single; total income: USD 11,154.00; adjusted gross income: USD 10,038.60; payments: USD 11,154.00. Prepared for Example Individual 604.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040-SR: US Tax Return for Seniors"". The populated sections contain filing status: Single; total income: USD 11,237.00; adjusted gross income: USD 10,113.30; payments: USD 11,237.00. Prepared for Example Individual 605.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-SR: US Tax Return for Seniors"". The populated sections contain filing status: Single; total income: USD 11,320.00; adjusted gross income: USD 10,188.00; payments: USD 11,320.00. Prepared for Example Individual 606.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-SR: US Tax Return for Seniors"". The populated sections contain filing status: Single; total income: USD 11,403.00; adjusted gross income: USD 10,262.70; payments: USD 11,403.00. Prepared for Example Individual 607.",1040 "COPY FOR RECORDS: Form 1040-SR: US Tax Return for Seniors Period: January through December 2023. The named recipient Example Party 700 has these entries: filing status: Single total income: USD 10,959.00 adjusted gross income: USD 9,863.10 payments: USD 10,959.00",1040 "COPY FOR RECORDS: Form 1040-SR: US Tax Return for Seniors Period: January through December 2024. The named recipient Example Party 701 has these entries: filing status: Single total income: USD 11,042.00 adjusted gross income: USD 9,937.80 payments: USD 11,042.00",1040 "COPY FOR RECORDS: Form 1040-SR: US Tax Return for Seniors Period: January through December 2025. The named recipient Example Party 702 has these entries: filing status: Single total income: USD 11,125.00 adjusted gross income: USD 10,012.50 payments: USD 11,125.00",1040 "COPY FOR RECORDS: Form 1040-SR: US Tax Return for Seniors Period: January through December 2023. The named recipient Example Party 703 has these entries: filing status: Single total income: USD 11,208.00 adjusted gross income: USD 10,087.20 payments: USD 11,208.00",1040 "COPY FOR RECORDS: Form 1040-SR: US Tax Return for Seniors Period: January through December 2024. The named recipient Example Party 704 has these entries: filing status: Single total income: USD 11,291.00 adjusted gross income: USD 10,161.90 payments: USD 11,291.00",1040 "COPY FOR RECORDS: Form 1040-SR: US Tax Return for Seniors Period: January through December 2025. The named recipient Example Party 705 has these entries: filing status: Single total income: USD 11,374.00 adjusted gross income: USD 10,236.60 payments: USD 11,374.00",1040 "COPY FOR RECORDS: Form 1040-SR: US Tax Return for Seniors Period: January through December 2023. The named recipient Example Party 706 has these entries: filing status: Single total income: USD 11,457.00 adjusted gross income: USD 10,311.30 payments: USD 11,457.00",1040 "COPY FOR RECORDS: Form 1040-SR: US Tax Return for Seniors Period: January through December 2024. The named recipient Example Party 707 has these entries: filing status: Single total income: USD 11,540.00 adjusted gross income: USD 10,386.00 payments: USD 11,540.00",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-NR: US Nonresident Alien Income Tax Return"". The populated sections contain filing status: Single; effectively connected income: USD 10,822.00; payments: USD 10,822.00. Prepared for Example Individual 600.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-NR: US Nonresident Alien Income Tax Return"". The populated sections contain filing status: Single; effectively connected income: USD 10,905.00; payments: USD 10,905.00. Prepared for Example Individual 601.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040-NR: US Nonresident Alien Income Tax Return"". The populated sections contain filing status: Single; effectively connected income: USD 10,988.00; payments: USD 10,988.00. Prepared for Example Individual 602.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-NR: US Nonresident Alien Income Tax Return"". The populated sections contain filing status: Single; effectively connected income: USD 11,071.00; payments: USD 11,071.00. Prepared for Example Individual 603.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-NR: US Nonresident Alien Income Tax Return"". The populated sections contain filing status: Single; effectively connected income: USD 11,154.00; payments: USD 11,154.00. Prepared for Example Individual 604.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040-NR: US Nonresident Alien Income Tax Return"". The populated sections contain filing status: Single; effectively connected income: USD 11,237.00; payments: USD 11,237.00. Prepared for Example Individual 605.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-NR: US Nonresident Alien Income Tax Return"". The populated sections contain filing status: Single; effectively connected income: USD 11,320.00; payments: USD 11,320.00. Prepared for Example Individual 606.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-NR: US Nonresident Alien Income Tax Return"". The populated sections contain filing status: Single; effectively connected income: USD 11,403.00; payments: USD 11,403.00. Prepared for Example Individual 607.",1040 "COPY FOR RECORDS: Form 1040-NR: US Nonresident Alien Income Tax Return Period: January through December 2023. The named recipient Example Party 700 has these entries: filing status: Single effectively connected income: USD 10,959.00 payments: USD 10,959.00",1040 "COPY FOR RECORDS: Form 1040-NR: US Nonresident Alien Income Tax Return Period: January through December 2024. The named recipient Example Party 701 has these entries: filing status: Single effectively connected income: USD 11,042.00 payments: USD 11,042.00",1040 "COPY FOR RECORDS: Form 1040-NR: US Nonresident Alien Income Tax Return Period: January through December 2025. The named recipient Example Party 702 has these entries: filing status: Single effectively connected income: USD 11,125.00 payments: USD 11,125.00",1040 "COPY FOR RECORDS: Form 1040-NR: US Nonresident Alien Income Tax Return Period: January through December 2023. The named recipient Example Party 703 has these entries: filing status: Single effectively connected income: USD 11,208.00 payments: USD 11,208.00",1040 "COPY FOR RECORDS: Form 1040-NR: US Nonresident Alien Income Tax Return Period: January through December 2024. The named recipient Example Party 704 has these entries: filing status: Single effectively connected income: USD 11,291.00 payments: USD 11,291.00",1040 "COPY FOR RECORDS: Form 1040-NR: US Nonresident Alien Income Tax Return Period: January through December 2025. The named recipient Example Party 705 has these entries: filing status: Single effectively connected income: USD 11,374.00 payments: USD 11,374.00",1040 "COPY FOR RECORDS: Form 1040-NR: US Nonresident Alien Income Tax Return Period: January through December 2023. The named recipient Example Party 706 has these entries: filing status: Single effectively connected income: USD 11,457.00 payments: USD 11,457.00",1040 "COPY FOR RECORDS: Form 1040-NR: US Nonresident Alien Income Tax Return Period: January through December 2024. The named recipient Example Party 707 has these entries: filing status: Single effectively connected income: USD 11,540.00 payments: USD 11,540.00",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-X: Amended US Individual Income Tax Return"". The populated sections contain original amount: USD 10,822.00; net change: USD 10,822.00; correct amount: USD 10,822.00; explanation of changes: USD 10,822.00. Prepared for Example Individual 600.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-X: Amended US Individual Income Tax Return"". The populated sections contain original amount: USD 10,905.00; net change: USD 10,905.00; correct amount: USD 10,905.00; explanation of changes: USD 10,905.00. Prepared for Example Individual 601.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040-X: Amended US Individual Income Tax Return"". The populated sections contain original amount: USD 10,988.00; net change: USD 10,988.00; correct amount: USD 10,988.00; explanation of changes: USD 10,988.00. Prepared for Example Individual 602.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-X: Amended US Individual Income Tax Return"". The populated sections contain original amount: USD 11,071.00; net change: USD 11,071.00; correct amount: USD 11,071.00; explanation of changes: USD 11,071.00. Prepared for Example Individual 603.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-X: Amended US Individual Income Tax Return"". The populated sections contain original amount: USD 11,154.00; net change: USD 11,154.00; correct amount: USD 11,154.00; explanation of changes: USD 11,154.00. Prepared for Example Individual 604.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040-X: Amended US Individual Income Tax Return"". The populated sections contain original amount: USD 11,237.00; net change: USD 11,237.00; correct amount: USD 11,237.00; explanation of changes: USD 11,237.00. Prepared for Example Individual 605.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-X: Amended US Individual Income Tax Return"". The populated sections contain original amount: USD 11,320.00; net change: USD 11,320.00; correct amount: USD 11,320.00; explanation of changes: USD 11,320.00. Prepared for Example Individual 606.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-X: Amended US Individual Income Tax Return"". The populated sections contain original amount: USD 11,403.00; net change: USD 11,403.00; correct amount: USD 11,403.00; explanation of changes: USD 11,403.00. Prepared for Example Individual 607.",1040 "COPY FOR RECORDS: Form 1040-X: Amended US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 700 has these entries: original amount: USD 10,959.00 net change: USD 10,959.00 correct amount: USD 10,959.00 explanation of changes: USD 10,959.00",1040 "COPY FOR RECORDS: Form 1040-X: Amended US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 701 has these entries: original amount: USD 11,042.00 net change: USD 11,042.00 correct amount: USD 11,042.00 explanation of changes: USD 11,042.00",1040 "COPY FOR RECORDS: Form 1040-X: Amended US Individual Income Tax Return Period: January through December 2025. The named recipient Example Party 702 has these entries: original amount: USD 11,125.00 net change: USD 11,125.00 correct amount: USD 11,125.00 explanation of changes: USD 11,125.00",1040 "COPY FOR RECORDS: Form 1040-X: Amended US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 703 has these entries: original amount: USD 11,208.00 net change: USD 11,208.00 correct amount: USD 11,208.00 explanation of changes: USD 11,208.00",1040 "COPY FOR RECORDS: Form 1040-X: Amended US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 704 has these entries: original amount: USD 11,291.00 net change: USD 11,291.00 correct amount: USD 11,291.00 explanation of changes: USD 11,291.00",1040 "COPY FOR RECORDS: Form 1040-X: Amended US Individual Income Tax Return Period: January through December 2025. The named recipient Example Party 705 has these entries: original amount: USD 11,374.00 net change: USD 11,374.00 correct amount: USD 11,374.00 explanation of changes: USD 11,374.00",1040 "COPY FOR RECORDS: Form 1040-X: Amended US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 706 has these entries: original amount: USD 11,457.00 net change: USD 11,457.00 correct amount: USD 11,457.00 explanation of changes: USD 11,457.00",1040 "COPY FOR RECORDS: Form 1040-X: Amended US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 707 has these entries: original amount: USD 11,540.00 net change: USD 11,540.00 correct amount: USD 11,540.00 explanation of changes: USD 11,540.00",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-ES: Estimated Tax for Individuals"". The populated sections contain estimated tax worksheet: USD 10,822.00; payment voucher: USD 10,822.00; taxpayer: Example Entity 6-0-2. Prepared for Example Individual 600.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-ES: Estimated Tax for Individuals"". The populated sections contain estimated tax worksheet: USD 10,905.00; payment voucher: USD 10,905.00; taxpayer: Example Entity 6-1-2. Prepared for Example Individual 601.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040-ES: Estimated Tax for Individuals"". The populated sections contain estimated tax worksheet: USD 10,988.00; payment voucher: USD 10,988.00; taxpayer: Example Entity 6-2-2. Prepared for Example Individual 602.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-ES: Estimated Tax for Individuals"". The populated sections contain estimated tax worksheet: USD 11,071.00; payment voucher: USD 11,071.00; taxpayer: Example Entity 6-3-2. Prepared for Example Individual 603.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-ES: Estimated Tax for Individuals"". The populated sections contain estimated tax worksheet: USD 11,154.00; payment voucher: USD 11,154.00; taxpayer: Example Entity 6-4-2. Prepared for Example Individual 604.",1040 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1040-ES: Estimated Tax for Individuals"". The populated sections contain estimated tax worksheet: USD 11,237.00; payment voucher: USD 11,237.00; taxpayer: Example Entity 6-5-2. Prepared for Example Individual 605.",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1040-ES: Estimated Tax for Individuals"". The populated sections contain estimated tax worksheet: USD 11,320.00; payment voucher: USD 11,320.00; taxpayer: Example Entity 6-6-2. Prepared for Example Individual 606.",1040 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1040-ES: Estimated Tax for Individuals"". The populated sections contain estimated tax worksheet: USD 11,403.00; payment voucher: USD 11,403.00; taxpayer: Example Entity 6-7-2. Prepared for Example Individual 607.",1040 "COPY FOR RECORDS: Form 1040-ES: Estimated Tax for Individuals Period: January through December 2023. The named recipient Example Party 700 has these entries: estimated tax worksheet: USD 10,959.00 payment voucher: USD 10,959.00 taxpayer: Example Entity 7-0-2",1040 "COPY FOR RECORDS: Form 1040-ES: Estimated Tax for Individuals Period: January through December 2024. The named recipient Example Party 701 has these entries: estimated tax worksheet: USD 11,042.00 payment voucher: USD 11,042.00 taxpayer: Example Entity 7-1-2",1040 "COPY FOR RECORDS: Form 1040-ES: Estimated Tax for Individuals Period: January through December 2025. The named recipient Example Party 702 has these entries: estimated tax worksheet: USD 11,125.00 payment voucher: USD 11,125.00 taxpayer: Example Entity 7-2-2",1040 "COPY FOR RECORDS: Form 1040-ES: Estimated Tax for Individuals Period: January through December 2023. The named recipient Example Party 703 has these entries: estimated tax worksheet: USD 11,208.00 payment voucher: USD 11,208.00 taxpayer: Example Entity 7-3-2",1040 "COPY FOR RECORDS: Form 1040-ES: Estimated Tax for Individuals Period: January through December 2024. The named recipient Example Party 704 has these entries: estimated tax worksheet: USD 11,291.00 payment voucher: USD 11,291.00 taxpayer: Example Entity 7-4-2",1040 "COPY FOR RECORDS: Form 1040-ES: Estimated Tax for Individuals Period: January through December 2025. The named recipient Example Party 705 has these entries: estimated tax worksheet: USD 11,374.00 payment voucher: USD 11,374.00 taxpayer: Example Entity 7-5-2",1040 "COPY FOR RECORDS: Form 1040-ES: Estimated Tax for Individuals Period: January through December 2023. The named recipient Example Party 706 has these entries: estimated tax worksheet: USD 11,457.00 payment voucher: USD 11,457.00 taxpayer: Example Entity 7-6-2",1040 "COPY FOR RECORDS: Form 1040-ES: Estimated Tax for Individuals Period: January through December 2024. The named recipient Example Party 707 has these entries: estimated tax worksheet: USD 11,540.00 payment voucher: USD 11,540.00 taxpayer: Example Entity 7-7-2",1040 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return"". The populated sections contain estimate of total tax liability: USD 10,822.00; payments: USD 10,822.00; balance due: USD 10,822.00. Prepared for Example Individual 600.",4868 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return"". The populated sections contain estimate of total tax liability: USD 10,905.00; payments: USD 10,905.00; balance due: USD 10,905.00. Prepared for Example Individual 601.",4868 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return"". The populated sections contain estimate of total tax liability: USD 10,988.00; payments: USD 10,988.00; balance due: USD 10,988.00. Prepared for Example Individual 602.",4868 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return"". The populated sections contain estimate of total tax liability: USD 11,071.00; payments: USD 11,071.00; balance due: USD 11,071.00. Prepared for Example Individual 603.",4868 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return"". The populated sections contain estimate of total tax liability: USD 11,154.00; payments: USD 11,154.00; balance due: USD 11,154.00. Prepared for Example Individual 604.",4868 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return"". The populated sections contain estimate of total tax liability: USD 11,237.00; payments: USD 11,237.00; balance due: USD 11,237.00. Prepared for Example Individual 605.",4868 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return"". The populated sections contain estimate of total tax liability: USD 11,320.00; payments: USD 11,320.00; balance due: USD 11,320.00. Prepared for Example Individual 606.",4868 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return"". The populated sections contain estimate of total tax liability: USD 11,403.00; payments: USD 11,403.00; balance due: USD 11,403.00. Prepared for Example Individual 607.",4868 "COPY FOR RECORDS: Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 700 has these entries: estimate of total tax liability: USD 10,959.00 payments: USD 10,959.00 balance due: USD 10,959.00",4868 "COPY FOR RECORDS: Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 701 has these entries: estimate of total tax liability: USD 11,042.00 payments: USD 11,042.00 balance due: USD 11,042.00",4868 "COPY FOR RECORDS: Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return Period: January through December 2025. The named recipient Example Party 702 has these entries: estimate of total tax liability: USD 11,125.00 payments: USD 11,125.00 balance due: USD 11,125.00",4868 "COPY FOR RECORDS: Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 703 has these entries: estimate of total tax liability: USD 11,208.00 payments: USD 11,208.00 balance due: USD 11,208.00",4868 "COPY FOR RECORDS: Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 704 has these entries: estimate of total tax liability: USD 11,291.00 payments: USD 11,291.00 balance due: USD 11,291.00",4868 "COPY FOR RECORDS: Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return Period: January through December 2025. The named recipient Example Party 705 has these entries: estimate of total tax liability: USD 11,374.00 payments: USD 11,374.00 balance due: USD 11,374.00",4868 "COPY FOR RECORDS: Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return Period: January through December 2023. The named recipient Example Party 706 has these entries: estimate of total tax liability: USD 11,457.00 payments: USD 11,457.00 balance due: USD 11,457.00",4868 "COPY FOR RECORDS: Form 4868: Application for Automatic Extension of Time To File US Individual Income Tax Return Period: January through December 2024. The named recipient Example Party 707 has these entries: estimate of total tax liability: USD 11,540.00 payments: USD 11,540.00 balance due: USD 11,540.00",4868 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1065: US Return of Partnership Income"". The populated sections contain partnership: Example Entity 6-0-0; ordinary business income: USD 10,822.00; deductions: USD 10,822.00; partners: Example Entity 6-0-3. Prepared for Example Individual 600.",1065 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1065: US Return of Partnership Income"". The populated sections contain partnership: Example Entity 6-1-0; ordinary business income: USD 10,905.00; deductions: USD 10,905.00; partners: Example Entity 6-1-3. Prepared for Example Individual 601.",1065 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1065: US Return of Partnership Income"". The populated sections contain partnership: Example Entity 6-2-0; ordinary business income: USD 10,988.00; deductions: USD 10,988.00; partners: Example Entity 6-2-3. Prepared for Example Individual 602.",1065 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1065: US Return of Partnership Income"". The populated sections contain partnership: Example Entity 6-3-0; ordinary business income: USD 11,071.00; deductions: USD 11,071.00; partners: Example Entity 6-3-3. Prepared for Example Individual 603.",1065 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1065: US Return of Partnership Income"". The populated sections contain partnership: Example Entity 6-4-0; ordinary business income: USD 11,154.00; deductions: USD 11,154.00; partners: Example Entity 6-4-3. Prepared for Example Individual 604.",1065 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1065: US Return of Partnership Income"". The populated sections contain partnership: Example Entity 6-5-0; ordinary business income: USD 11,237.00; deductions: USD 11,237.00; partners: Example Entity 6-5-3. Prepared for Example Individual 605.",1065 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1065: US Return of Partnership Income"". The populated sections contain partnership: Example Entity 6-6-0; ordinary business income: USD 11,320.00; deductions: USD 11,320.00; partners: Example Entity 6-6-3. Prepared for Example Individual 606.",1065 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1065: US Return of Partnership Income"". The populated sections contain partnership: Example Entity 6-7-0; ordinary business income: USD 11,403.00; deductions: USD 11,403.00; partners: Example Entity 6-7-3. Prepared for Example Individual 607.",1065 "COPY FOR RECORDS: Form 1065: US Return of Partnership Income Period: January through December 2023. The named recipient Example Party 700 has these entries: partnership: Example Entity 7-0-0 ordinary business income: USD 10,959.00 deductions: USD 10,959.00 partners: Example Entity 7-0-3",1065 "COPY FOR RECORDS: Form 1065: US Return of Partnership Income Period: January through December 2024. The named recipient Example Party 701 has these entries: partnership: Example Entity 7-1-0 ordinary business income: USD 11,042.00 deductions: USD 11,042.00 partners: Example Entity 7-1-3",1065 "COPY FOR RECORDS: Form 1065: US Return of Partnership Income Period: January through December 2025. The named recipient Example Party 702 has these entries: partnership: Example Entity 7-2-0 ordinary business income: USD 11,125.00 deductions: USD 11,125.00 partners: Example Entity 7-2-3",1065 "COPY FOR RECORDS: Form 1065: US Return of Partnership Income Period: January through December 2023. The named recipient Example Party 703 has these entries: partnership: Example Entity 7-3-0 ordinary business income: USD 11,208.00 deductions: USD 11,208.00 partners: Example Entity 7-3-3",1065 "COPY FOR RECORDS: Form 1065: US Return of Partnership Income Period: January through December 2024. The named recipient Example Party 704 has these entries: partnership: Example Entity 7-4-0 ordinary business income: USD 11,291.00 deductions: USD 11,291.00 partners: Example Entity 7-4-3",1065 "COPY FOR RECORDS: Form 1065: US Return of Partnership Income Period: January through December 2025. The named recipient Example Party 705 has these entries: partnership: Example Entity 7-5-0 ordinary business income: USD 11,374.00 deductions: USD 11,374.00 partners: Example Entity 7-5-3",1065 "COPY FOR RECORDS: Form 1065: US Return of Partnership Income Period: January through December 2023. The named recipient Example Party 706 has these entries: partnership: Example Entity 7-6-0 ordinary business income: USD 11,457.00 deductions: USD 11,457.00 partners: Example Entity 7-6-3",1065 "COPY FOR RECORDS: Form 1065: US Return of Partnership Income Period: January through December 2024. The named recipient Example Party 707 has these entries: partnership: Example Entity 7-7-0 ordinary business income: USD 11,540.00 deductions: USD 11,540.00 partners: Example Entity 7-7-3",1065 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1120-S: US Income Tax Return for an S Corporation"". The populated sections contain corporation: USD 10,822.00; ordinary business income: USD 10,822.00; deductions: USD 10,822.00; shareholders: Example Entity 6-0-3. Prepared for Example Individual 600.",1120-S "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1120-S: US Income Tax Return for an S Corporation"". The populated sections contain corporation: USD 10,905.00; ordinary business income: USD 10,905.00; deductions: USD 10,905.00; shareholders: Example Entity 6-1-3. Prepared for Example Individual 601.",1120-S "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1120-S: US Income Tax Return for an S Corporation"". The populated sections contain corporation: USD 10,988.00; ordinary business income: USD 10,988.00; deductions: USD 10,988.00; shareholders: Example Entity 6-2-3. Prepared for Example Individual 602.",1120-S "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1120-S: US Income Tax Return for an S Corporation"". The populated sections contain corporation: USD 11,071.00; ordinary business income: USD 11,071.00; deductions: USD 11,071.00; shareholders: Example Entity 6-3-3. Prepared for Example Individual 603.",1120-S "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1120-S: US Income Tax Return for an S Corporation"". The populated sections contain corporation: USD 11,154.00; ordinary business income: USD 11,154.00; deductions: USD 11,154.00; shareholders: Example Entity 6-4-3. Prepared for Example Individual 604.",1120-S "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1120-S: US Income Tax Return for an S Corporation"". The populated sections contain corporation: USD 11,237.00; ordinary business income: USD 11,237.00; deductions: USD 11,237.00; shareholders: Example Entity 6-5-3. Prepared for Example Individual 605.",1120-S "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1120-S: US Income Tax Return for an S Corporation"". The populated sections contain corporation: USD 11,320.00; ordinary business income: USD 11,320.00; deductions: USD 11,320.00; shareholders: Example Entity 6-6-3. Prepared for Example Individual 606.",1120-S "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1120-S: US Income Tax Return for an S Corporation"". The populated sections contain corporation: USD 11,403.00; ordinary business income: USD 11,403.00; deductions: USD 11,403.00; shareholders: Example Entity 6-7-3. Prepared for Example Individual 607.",1120-S "COPY FOR RECORDS: Form 1120-S: US Income Tax Return for an S Corporation Period: January through December 2023. The named recipient Example Party 700 has these entries: corporation: USD 10,959.00 ordinary business income: USD 10,959.00 deductions: USD 10,959.00 shareholders: Example Entity 7-0-3",1120-S "COPY FOR RECORDS: Form 1120-S: US Income Tax Return for an S Corporation Period: January through December 2024. The named recipient Example Party 701 has these entries: corporation: USD 11,042.00 ordinary business income: USD 11,042.00 deductions: USD 11,042.00 shareholders: Example Entity 7-1-3",1120-S "COPY FOR RECORDS: Form 1120-S: US Income Tax Return for an S Corporation Period: January through December 2025. The named recipient Example Party 702 has these entries: corporation: USD 11,125.00 ordinary business income: USD 11,125.00 deductions: USD 11,125.00 shareholders: Example Entity 7-2-3",1120-S "COPY FOR RECORDS: Form 1120-S: US Income Tax Return for an S Corporation Period: January through December 2023. The named recipient Example Party 703 has these entries: corporation: USD 11,208.00 ordinary business income: USD 11,208.00 deductions: USD 11,208.00 shareholders: Example Entity 7-3-3",1120-S "COPY FOR RECORDS: Form 1120-S: US Income Tax Return for an S Corporation Period: January through December 2024. The named recipient Example Party 704 has these entries: corporation: USD 11,291.00 ordinary business income: USD 11,291.00 deductions: USD 11,291.00 shareholders: Example Entity 7-4-3",1120-S "COPY FOR RECORDS: Form 1120-S: US Income Tax Return for an S Corporation Period: January through December 2025. The named recipient Example Party 705 has these entries: corporation: USD 11,374.00 ordinary business income: USD 11,374.00 deductions: USD 11,374.00 shareholders: Example Entity 7-5-3",1120-S "COPY FOR RECORDS: Form 1120-S: US Income Tax Return for an S Corporation Period: January through December 2023. The named recipient Example Party 706 has these entries: corporation: USD 11,457.00 ordinary business income: USD 11,457.00 deductions: USD 11,457.00 shareholders: Example Entity 7-6-3",1120-S "COPY FOR RECORDS: Form 1120-S: US Income Tax Return for an S Corporation Period: January through December 2024. The named recipient Example Party 707 has these entries: corporation: USD 11,540.00 ordinary business income: USD 11,540.00 deductions: USD 11,540.00 shareholders: Example Entity 7-7-3",1120-S "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1041: US Income Tax Return for Estates and Trusts"". The populated sections contain estate or trust: USD 10,822.00; fiduciary: Example Entity 6-0-1; income: USD 10,822.00; distributions: USD 10,822.00. Prepared for Example Individual 600.",1041 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1041: US Income Tax Return for Estates and Trusts"". The populated sections contain estate or trust: USD 10,905.00; fiduciary: Example Entity 6-1-1; income: USD 10,905.00; distributions: USD 10,905.00. Prepared for Example Individual 601.",1041 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1041: US Income Tax Return for Estates and Trusts"". The populated sections contain estate or trust: USD 10,988.00; fiduciary: Example Entity 6-2-1; income: USD 10,988.00; distributions: USD 10,988.00. Prepared for Example Individual 602.",1041 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1041: US Income Tax Return for Estates and Trusts"". The populated sections contain estate or trust: USD 11,071.00; fiduciary: Example Entity 6-3-1; income: USD 11,071.00; distributions: USD 11,071.00. Prepared for Example Individual 603.",1041 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1041: US Income Tax Return for Estates and Trusts"". The populated sections contain estate or trust: USD 11,154.00; fiduciary: Example Entity 6-4-1; income: USD 11,154.00; distributions: USD 11,154.00. Prepared for Example Individual 604.",1041 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1041: US Income Tax Return for Estates and Trusts"". The populated sections contain estate or trust: USD 11,237.00; fiduciary: Example Entity 6-5-1; income: USD 11,237.00; distributions: USD 11,237.00. Prepared for Example Individual 605.",1041 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1041: US Income Tax Return for Estates and Trusts"". The populated sections contain estate or trust: USD 11,320.00; fiduciary: Example Entity 6-6-1; income: USD 11,320.00; distributions: USD 11,320.00. Prepared for Example Individual 606.",1041 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1041: US Income Tax Return for Estates and Trusts"". The populated sections contain estate or trust: USD 11,403.00; fiduciary: Example Entity 6-7-1; income: USD 11,403.00; distributions: USD 11,403.00. Prepared for Example Individual 607.",1041 "COPY FOR RECORDS: Form 1041: US Income Tax Return for Estates and Trusts Period: January through December 2023. The named recipient Example Party 700 has these entries: estate or trust: USD 10,959.00 fiduciary: Example Entity 7-0-1 income: USD 10,959.00 distributions: USD 10,959.00",1041 "COPY FOR RECORDS: Form 1041: US Income Tax Return for Estates and Trusts Period: January through December 2024. The named recipient Example Party 701 has these entries: estate or trust: USD 11,042.00 fiduciary: Example Entity 7-1-1 income: USD 11,042.00 distributions: USD 11,042.00",1041 "COPY FOR RECORDS: Form 1041: US Income Tax Return for Estates and Trusts Period: January through December 2025. The named recipient Example Party 702 has these entries: estate or trust: USD 11,125.00 fiduciary: Example Entity 7-2-1 income: USD 11,125.00 distributions: USD 11,125.00",1041 "COPY FOR RECORDS: Form 1041: US Income Tax Return for Estates and Trusts Period: January through December 2023. The named recipient Example Party 703 has these entries: estate or trust: USD 11,208.00 fiduciary: Example Entity 7-3-1 income: USD 11,208.00 distributions: USD 11,208.00",1041 "COPY FOR RECORDS: Form 1041: US Income Tax Return for Estates and Trusts Period: January through December 2024. The named recipient Example Party 704 has these entries: estate or trust: USD 11,291.00 fiduciary: Example Entity 7-4-1 income: USD 11,291.00 distributions: USD 11,291.00",1041 "COPY FOR RECORDS: Form 1041: US Income Tax Return for Estates and Trusts Period: January through December 2025. The named recipient Example Party 705 has these entries: estate or trust: USD 11,374.00 fiduciary: Example Entity 7-5-1 income: USD 11,374.00 distributions: USD 11,374.00",1041 "COPY FOR RECORDS: Form 1041: US Income Tax Return for Estates and Trusts Period: January through December 2023. The named recipient Example Party 706 has these entries: estate or trust: USD 11,457.00 fiduciary: Example Entity 7-6-1 income: USD 11,457.00 distributions: USD 11,457.00",1041 "COPY FOR RECORDS: Form 1041: US Income Tax Return for Estates and Trusts Period: January through December 2024. The named recipient Example Party 707 has these entries: estate or trust: USD 11,540.00 fiduciary: Example Entity 7-7-1 income: USD 11,540.00 distributions: USD 11,540.00",1041 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits"". The populated sections contain partnership: Example Entity 6-0-0; partner: Example Entity 6-0-1; ordinary business income: USD 10,822.00; distributions: USD 10,822.00. Prepared for Example Individual 600.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits"". The populated sections contain partnership: Example Entity 6-1-0; partner: Example Entity 6-1-1; ordinary business income: USD 10,905.00; distributions: USD 10,905.00. Prepared for Example Individual 601.",K-1 "RECORD SUMMARY Covered tax year 2025; entitled ""K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits"". The populated sections contain partnership: Example Entity 6-2-0; partner: Example Entity 6-2-1; ordinary business income: USD 10,988.00; distributions: USD 10,988.00. Prepared for Example Individual 602.",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits"". The populated sections contain partnership: Example Entity 6-3-0; partner: Example Entity 6-3-1; ordinary business income: USD 11,071.00; distributions: USD 11,071.00. Prepared for Example Individual 603.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits"". The populated sections contain partnership: Example Entity 6-4-0; partner: Example Entity 6-4-1; ordinary business income: USD 11,154.00; distributions: USD 11,154.00. Prepared for Example Individual 604.",K-1 "RECORD SUMMARY Covered tax year 2025; entitled ""K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits"". The populated sections contain partnership: Example Entity 6-5-0; partner: Example Entity 6-5-1; ordinary business income: USD 11,237.00; distributions: USD 11,237.00. Prepared for Example Individual 605.",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits"". The populated sections contain partnership: Example Entity 6-6-0; partner: Example Entity 6-6-1; ordinary business income: USD 11,320.00; distributions: USD 11,320.00. Prepared for Example Individual 606.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits"". The populated sections contain partnership: Example Entity 6-7-0; partner: Example Entity 6-7-1; ordinary business income: USD 11,403.00; distributions: USD 11,403.00. Prepared for Example Individual 607.",K-1 "COPY FOR RECORDS: K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 700 has these entries: partnership: Example Entity 7-0-0 partner: Example Entity 7-0-1 ordinary business income: USD 10,959.00 distributions: USD 10,959.00",K-1 "COPY FOR RECORDS: K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 701 has these entries: partnership: Example Entity 7-1-0 partner: Example Entity 7-1-1 ordinary business income: USD 11,042.00 distributions: USD 11,042.00",K-1 "COPY FOR RECORDS: K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits Period: January through December 2025. The named recipient Example Party 702 has these entries: partnership: Example Entity 7-2-0 partner: Example Entity 7-2-1 ordinary business income: USD 11,125.00 distributions: USD 11,125.00",K-1 "COPY FOR RECORDS: K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 703 has these entries: partnership: Example Entity 7-3-0 partner: Example Entity 7-3-1 ordinary business income: USD 11,208.00 distributions: USD 11,208.00",K-1 "COPY FOR RECORDS: K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 704 has these entries: partnership: Example Entity 7-4-0 partner: Example Entity 7-4-1 ordinary business income: USD 11,291.00 distributions: USD 11,291.00",K-1 "COPY FOR RECORDS: K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits Period: January through December 2025. The named recipient Example Party 705 has these entries: partnership: Example Entity 7-5-0 partner: Example Entity 7-5-1 ordinary business income: USD 11,374.00 distributions: USD 11,374.00",K-1 "COPY FOR RECORDS: K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 706 has these entries: partnership: Example Entity 7-6-0 partner: Example Entity 7-6-1 ordinary business income: USD 11,457.00 distributions: USD 11,457.00",K-1 "COPY FOR RECORDS: K-1-1065: Schedule K-1 Form 1065 Partner Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 707 has these entries: partnership: Example Entity 7-7-0 partner: Example Entity 7-7-1 ordinary business income: USD 11,540.00 distributions: USD 11,540.00",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits"". The populated sections contain corporation: USD 10,822.00; shareholder: Example Entity 6-0-1; ordinary business income: USD 10,822.00; distributions: USD 10,822.00. Prepared for Example Individual 600.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits"". The populated sections contain corporation: USD 10,905.00; shareholder: Example Entity 6-1-1; ordinary business income: USD 10,905.00; distributions: USD 10,905.00. Prepared for Example Individual 601.",K-1 "RECORD SUMMARY Covered tax year 2025; entitled ""K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits"". The populated sections contain corporation: USD 10,988.00; shareholder: Example Entity 6-2-1; ordinary business income: USD 10,988.00; distributions: USD 10,988.00. Prepared for Example Individual 602.",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits"". The populated sections contain corporation: USD 11,071.00; shareholder: Example Entity 6-3-1; ordinary business income: USD 11,071.00; distributions: USD 11,071.00. Prepared for Example Individual 603.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits"". The populated sections contain corporation: USD 11,154.00; shareholder: Example Entity 6-4-1; ordinary business income: USD 11,154.00; distributions: USD 11,154.00. Prepared for Example Individual 604.",K-1 "RECORD SUMMARY Covered tax year 2025; entitled ""K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits"". The populated sections contain corporation: USD 11,237.00; shareholder: Example Entity 6-5-1; ordinary business income: USD 11,237.00; distributions: USD 11,237.00. Prepared for Example Individual 605.",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits"". The populated sections contain corporation: USD 11,320.00; shareholder: Example Entity 6-6-1; ordinary business income: USD 11,320.00; distributions: USD 11,320.00. Prepared for Example Individual 606.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits"". The populated sections contain corporation: USD 11,403.00; shareholder: Example Entity 6-7-1; ordinary business income: USD 11,403.00; distributions: USD 11,403.00. Prepared for Example Individual 607.",K-1 "COPY FOR RECORDS: K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 700 has these entries: corporation: USD 10,959.00 shareholder: Example Entity 7-0-1 ordinary business income: USD 10,959.00 distributions: USD 10,959.00",K-1 "COPY FOR RECORDS: K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 701 has these entries: corporation: USD 11,042.00 shareholder: Example Entity 7-1-1 ordinary business income: USD 11,042.00 distributions: USD 11,042.00",K-1 "COPY FOR RECORDS: K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits Period: January through December 2025. The named recipient Example Party 702 has these entries: corporation: USD 11,125.00 shareholder: Example Entity 7-2-1 ordinary business income: USD 11,125.00 distributions: USD 11,125.00",K-1 "COPY FOR RECORDS: K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 703 has these entries: corporation: USD 11,208.00 shareholder: Example Entity 7-3-1 ordinary business income: USD 11,208.00 distributions: USD 11,208.00",K-1 "COPY FOR RECORDS: K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 704 has these entries: corporation: USD 11,291.00 shareholder: Example Entity 7-4-1 ordinary business income: USD 11,291.00 distributions: USD 11,291.00",K-1 "COPY FOR RECORDS: K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits Period: January through December 2025. The named recipient Example Party 705 has these entries: corporation: USD 11,374.00 shareholder: Example Entity 7-5-1 ordinary business income: USD 11,374.00 distributions: USD 11,374.00",K-1 "COPY FOR RECORDS: K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 706 has these entries: corporation: USD 11,457.00 shareholder: Example Entity 7-6-1 ordinary business income: USD 11,457.00 distributions: USD 11,457.00",K-1 "COPY FOR RECORDS: K-1-1120-S: Schedule K-1 Form 1120-S Shareholder Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 707 has these entries: corporation: USD 11,540.00 shareholder: Example Entity 7-7-1 ordinary business income: USD 11,540.00 distributions: USD 11,540.00",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits"". The populated sections contain estate or trust: USD 10,822.00; beneficiary: Example Entity 6-0-1; income: USD 10,822.00; deductions: USD 10,822.00. Prepared for Example Individual 600.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits"". The populated sections contain estate or trust: USD 10,905.00; beneficiary: Example Entity 6-1-1; income: USD 10,905.00; deductions: USD 10,905.00. Prepared for Example Individual 601.",K-1 "RECORD SUMMARY Covered tax year 2025; entitled ""K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits"". The populated sections contain estate or trust: USD 10,988.00; beneficiary: Example Entity 6-2-1; income: USD 10,988.00; deductions: USD 10,988.00. Prepared for Example Individual 602.",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits"". The populated sections contain estate or trust: USD 11,071.00; beneficiary: Example Entity 6-3-1; income: USD 11,071.00; deductions: USD 11,071.00. Prepared for Example Individual 603.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits"". The populated sections contain estate or trust: USD 11,154.00; beneficiary: Example Entity 6-4-1; income: USD 11,154.00; deductions: USD 11,154.00. Prepared for Example Individual 604.",K-1 "RECORD SUMMARY Covered tax year 2025; entitled ""K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits"". The populated sections contain estate or trust: USD 11,237.00; beneficiary: Example Entity 6-5-1; income: USD 11,237.00; deductions: USD 11,237.00. Prepared for Example Individual 605.",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits"". The populated sections contain estate or trust: USD 11,320.00; beneficiary: Example Entity 6-6-1; income: USD 11,320.00; deductions: USD 11,320.00. Prepared for Example Individual 606.",K-1 "RECORD SUMMARY Covered tax year 2024; entitled ""K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits"". The populated sections contain estate or trust: USD 11,403.00; beneficiary: Example Entity 6-7-1; income: USD 11,403.00; deductions: USD 11,403.00. Prepared for Example Individual 607.",K-1 "COPY FOR RECORDS: K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 700 has these entries: estate or trust: USD 10,959.00 beneficiary: Example Entity 7-0-1 income: USD 10,959.00 deductions: USD 10,959.00",K-1 "COPY FOR RECORDS: K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 701 has these entries: estate or trust: USD 11,042.00 beneficiary: Example Entity 7-1-1 income: USD 11,042.00 deductions: USD 11,042.00",K-1 "COPY FOR RECORDS: K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits Period: January through December 2025. The named recipient Example Party 702 has these entries: estate or trust: USD 11,125.00 beneficiary: Example Entity 7-2-1 income: USD 11,125.00 deductions: USD 11,125.00",K-1 "COPY FOR RECORDS: K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 703 has these entries: estate or trust: USD 11,208.00 beneficiary: Example Entity 7-3-1 income: USD 11,208.00 deductions: USD 11,208.00",K-1 "COPY FOR RECORDS: K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 704 has these entries: estate or trust: USD 11,291.00 beneficiary: Example Entity 7-4-1 income: USD 11,291.00 deductions: USD 11,291.00",K-1 "COPY FOR RECORDS: K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits Period: January through December 2025. The named recipient Example Party 705 has these entries: estate or trust: USD 11,374.00 beneficiary: Example Entity 7-5-1 income: USD 11,374.00 deductions: USD 11,374.00",K-1 "COPY FOR RECORDS: K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits Period: January through December 2023. The named recipient Example Party 706 has these entries: estate or trust: USD 11,457.00 beneficiary: Example Entity 7-6-1 income: USD 11,457.00 deductions: USD 11,457.00",K-1 "COPY FOR RECORDS: K-1-1041: Schedule K-1 Form 1041 Beneficiary Share of Income Deductions Credits Period: January through December 2024. The named recipient Example Party 707 has these entries: estate or trust: USD 11,540.00 beneficiary: Example Entity 7-7-1 income: USD 11,540.00 deductions: USD 11,540.00",K-1 "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-A: Schedule A Itemized Deductions"". The populated sections contain medical expenses: USD 10,822.00; taxes paid: USD 10,822.00; interest: USD 10,822.00; gifts to charity: USD 10,822.00. Prepared for Example Individual 600.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-A: Schedule A Itemized Deductions"". The populated sections contain medical expenses: USD 10,905.00; taxes paid: USD 10,905.00; interest: USD 10,905.00; gifts to charity: USD 10,905.00. Prepared for Example Individual 601.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-A: Schedule A Itemized Deductions"". The populated sections contain medical expenses: USD 10,988.00; taxes paid: USD 10,988.00; interest: USD 10,988.00; gifts to charity: USD 10,988.00. Prepared for Example Individual 602.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-A: Schedule A Itemized Deductions"". The populated sections contain medical expenses: USD 11,071.00; taxes paid: USD 11,071.00; interest: USD 11,071.00; gifts to charity: USD 11,071.00. Prepared for Example Individual 603.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-A: Schedule A Itemized Deductions"". The populated sections contain medical expenses: USD 11,154.00; taxes paid: USD 11,154.00; interest: USD 11,154.00; gifts to charity: USD 11,154.00. Prepared for Example Individual 604.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-A: Schedule A Itemized Deductions"". The populated sections contain medical expenses: USD 11,237.00; taxes paid: USD 11,237.00; interest: USD 11,237.00; gifts to charity: USD 11,237.00. Prepared for Example Individual 605.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-A: Schedule A Itemized Deductions"". The populated sections contain medical expenses: USD 11,320.00; taxes paid: USD 11,320.00; interest: USD 11,320.00; gifts to charity: USD 11,320.00. Prepared for Example Individual 606.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-A: Schedule A Itemized Deductions"". The populated sections contain medical expenses: USD 11,403.00; taxes paid: USD 11,403.00; interest: USD 11,403.00; gifts to charity: USD 11,403.00. Prepared for Example Individual 607.",SCHEDULE "COPY FOR RECORDS: Schedule-A: Schedule A Itemized Deductions Period: January through December 2023. The named recipient Example Party 700 has these entries: medical expenses: USD 10,959.00 taxes paid: USD 10,959.00 interest: USD 10,959.00 gifts to charity: USD 10,959.00",SCHEDULE "COPY FOR RECORDS: Schedule-A: Schedule A Itemized Deductions Period: January through December 2024. The named recipient Example Party 701 has these entries: medical expenses: USD 11,042.00 taxes paid: USD 11,042.00 interest: USD 11,042.00 gifts to charity: USD 11,042.00",SCHEDULE "COPY FOR RECORDS: Schedule-A: Schedule A Itemized Deductions Period: January through December 2025. The named recipient Example Party 702 has these entries: medical expenses: USD 11,125.00 taxes paid: USD 11,125.00 interest: USD 11,125.00 gifts to charity: USD 11,125.00",SCHEDULE "COPY FOR RECORDS: Schedule-A: Schedule A Itemized Deductions Period: January through December 2023. The named recipient Example Party 703 has these entries: medical expenses: USD 11,208.00 taxes paid: USD 11,208.00 interest: USD 11,208.00 gifts to charity: USD 11,208.00",SCHEDULE "COPY FOR RECORDS: Schedule-A: Schedule A Itemized Deductions Period: January through December 2024. The named recipient Example Party 704 has these entries: medical expenses: USD 11,291.00 taxes paid: USD 11,291.00 interest: USD 11,291.00 gifts to charity: USD 11,291.00",SCHEDULE "COPY FOR RECORDS: Schedule-A: Schedule A Itemized Deductions Period: January through December 2025. The named recipient Example Party 705 has these entries: medical expenses: USD 11,374.00 taxes paid: USD 11,374.00 interest: USD 11,374.00 gifts to charity: USD 11,374.00",SCHEDULE "COPY FOR RECORDS: Schedule-A: Schedule A Itemized Deductions Period: January through December 2023. The named recipient Example Party 706 has these entries: medical expenses: USD 11,457.00 taxes paid: USD 11,457.00 interest: USD 11,457.00 gifts to charity: USD 11,457.00",SCHEDULE "COPY FOR RECORDS: Schedule-A: Schedule A Itemized Deductions Period: January through December 2024. The named recipient Example Party 707 has these entries: medical expenses: USD 11,540.00 taxes paid: USD 11,540.00 interest: USD 11,540.00 gifts to charity: USD 11,540.00",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-B: Schedule B Interest and Ordinary Dividends"". The populated sections contain interest payer: Example Entity 6-0-0; ordinary dividends: USD 10,822.00; foreign accounts: USD 10,822.00. Prepared for Example Individual 600.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-B: Schedule B Interest and Ordinary Dividends"". The populated sections contain interest payer: Example Entity 6-1-0; ordinary dividends: USD 10,905.00; foreign accounts: USD 10,905.00. Prepared for Example Individual 601.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-B: Schedule B Interest and Ordinary Dividends"". The populated sections contain interest payer: Example Entity 6-2-0; ordinary dividends: USD 10,988.00; foreign accounts: USD 10,988.00. Prepared for Example Individual 602.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-B: Schedule B Interest and Ordinary Dividends"". The populated sections contain interest payer: Example Entity 6-3-0; ordinary dividends: USD 11,071.00; foreign accounts: USD 11,071.00. Prepared for Example Individual 603.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-B: Schedule B Interest and Ordinary Dividends"". The populated sections contain interest payer: Example Entity 6-4-0; ordinary dividends: USD 11,154.00; foreign accounts: USD 11,154.00. Prepared for Example Individual 604.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-B: Schedule B Interest and Ordinary Dividends"". The populated sections contain interest payer: Example Entity 6-5-0; ordinary dividends: USD 11,237.00; foreign accounts: USD 11,237.00. Prepared for Example Individual 605.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-B: Schedule B Interest and Ordinary Dividends"". The populated sections contain interest payer: Example Entity 6-6-0; ordinary dividends: USD 11,320.00; foreign accounts: USD 11,320.00. Prepared for Example Individual 606.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-B: Schedule B Interest and Ordinary Dividends"". The populated sections contain interest payer: Example Entity 6-7-0; ordinary dividends: USD 11,403.00; foreign accounts: USD 11,403.00. Prepared for Example Individual 607.",SCHEDULE "COPY FOR RECORDS: Schedule-B: Schedule B Interest and Ordinary Dividends Period: January through December 2023. The named recipient Example Party 700 has these entries: interest payer: Example Entity 7-0-0 ordinary dividends: USD 10,959.00 foreign accounts: USD 10,959.00",SCHEDULE "COPY FOR RECORDS: Schedule-B: Schedule B Interest and Ordinary Dividends Period: January through December 2024. The named recipient Example Party 701 has these entries: interest payer: Example Entity 7-1-0 ordinary dividends: USD 11,042.00 foreign accounts: USD 11,042.00",SCHEDULE "COPY FOR RECORDS: Schedule-B: Schedule B Interest and Ordinary Dividends Period: January through December 2025. The named recipient Example Party 702 has these entries: interest payer: Example Entity 7-2-0 ordinary dividends: USD 11,125.00 foreign accounts: USD 11,125.00",SCHEDULE "COPY FOR RECORDS: Schedule-B: Schedule B Interest and Ordinary Dividends Period: January through December 2023. The named recipient Example Party 703 has these entries: interest payer: Example Entity 7-3-0 ordinary dividends: USD 11,208.00 foreign accounts: USD 11,208.00",SCHEDULE "COPY FOR RECORDS: Schedule-B: Schedule B Interest and Ordinary Dividends Period: January through December 2024. The named recipient Example Party 704 has these entries: interest payer: Example Entity 7-4-0 ordinary dividends: USD 11,291.00 foreign accounts: USD 11,291.00",SCHEDULE "COPY FOR RECORDS: Schedule-B: Schedule B Interest and Ordinary Dividends Period: January through December 2025. The named recipient Example Party 705 has these entries: interest payer: Example Entity 7-5-0 ordinary dividends: USD 11,374.00 foreign accounts: USD 11,374.00",SCHEDULE "COPY FOR RECORDS: Schedule-B: Schedule B Interest and Ordinary Dividends Period: January through December 2023. The named recipient Example Party 706 has these entries: interest payer: Example Entity 7-6-0 ordinary dividends: USD 11,457.00 foreign accounts: USD 11,457.00",SCHEDULE "COPY FOR RECORDS: Schedule-B: Schedule B Interest and Ordinary Dividends Period: January through December 2024. The named recipient Example Party 707 has these entries: interest payer: Example Entity 7-7-0 ordinary dividends: USD 11,540.00 foreign accounts: USD 11,540.00",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-C: Schedule C Profit or Loss From Business"". The populated sections contain business name: Example Entity 6-0-0; gross receipts: USD 10,822.00; expenses: USD 10,822.00; net profit: USD 10,822.00. Prepared for Example Individual 600.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-C: Schedule C Profit or Loss From Business"". The populated sections contain business name: Example Entity 6-1-0; gross receipts: USD 10,905.00; expenses: USD 10,905.00; net profit: USD 10,905.00. Prepared for Example Individual 601.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-C: Schedule C Profit or Loss From Business"". The populated sections contain business name: Example Entity 6-2-0; gross receipts: USD 10,988.00; expenses: USD 10,988.00; net profit: USD 10,988.00. Prepared for Example Individual 602.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-C: Schedule C Profit or Loss From Business"". The populated sections contain business name: Example Entity 6-3-0; gross receipts: USD 11,071.00; expenses: USD 11,071.00; net profit: USD 11,071.00. Prepared for Example Individual 603.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-C: Schedule C Profit or Loss From Business"". The populated sections contain business name: Example Entity 6-4-0; gross receipts: USD 11,154.00; expenses: USD 11,154.00; net profit: USD 11,154.00. Prepared for Example Individual 604.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-C: Schedule C Profit or Loss From Business"". The populated sections contain business name: Example Entity 6-5-0; gross receipts: USD 11,237.00; expenses: USD 11,237.00; net profit: USD 11,237.00. Prepared for Example Individual 605.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-C: Schedule C Profit or Loss From Business"". The populated sections contain business name: Example Entity 6-6-0; gross receipts: USD 11,320.00; expenses: USD 11,320.00; net profit: USD 11,320.00. Prepared for Example Individual 606.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-C: Schedule C Profit or Loss From Business"". The populated sections contain business name: Example Entity 6-7-0; gross receipts: USD 11,403.00; expenses: USD 11,403.00; net profit: USD 11,403.00. Prepared for Example Individual 607.",SCHEDULE "COPY FOR RECORDS: Schedule-C: Schedule C Profit or Loss From Business Period: January through December 2023. The named recipient Example Party 700 has these entries: business name: Example Entity 7-0-0 gross receipts: USD 10,959.00 expenses: USD 10,959.00 net profit: USD 10,959.00",SCHEDULE "COPY FOR RECORDS: Schedule-C: Schedule C Profit or Loss From Business Period: January through December 2024. The named recipient Example Party 701 has these entries: business name: Example Entity 7-1-0 gross receipts: USD 11,042.00 expenses: USD 11,042.00 net profit: USD 11,042.00",SCHEDULE "COPY FOR RECORDS: Schedule-C: Schedule C Profit or Loss From Business Period: January through December 2025. The named recipient Example Party 702 has these entries: business name: Example Entity 7-2-0 gross receipts: USD 11,125.00 expenses: USD 11,125.00 net profit: USD 11,125.00",SCHEDULE "COPY FOR RECORDS: Schedule-C: Schedule C Profit or Loss From Business Period: January through December 2023. The named recipient Example Party 703 has these entries: business name: Example Entity 7-3-0 gross receipts: USD 11,208.00 expenses: USD 11,208.00 net profit: USD 11,208.00",SCHEDULE "COPY FOR RECORDS: Schedule-C: Schedule C Profit or Loss From Business Period: January through December 2024. The named recipient Example Party 704 has these entries: business name: Example Entity 7-4-0 gross receipts: USD 11,291.00 expenses: USD 11,291.00 net profit: USD 11,291.00",SCHEDULE "COPY FOR RECORDS: Schedule-C: Schedule C Profit or Loss From Business Period: January through December 2025. The named recipient Example Party 705 has these entries: business name: Example Entity 7-5-0 gross receipts: USD 11,374.00 expenses: USD 11,374.00 net profit: USD 11,374.00",SCHEDULE "COPY FOR RECORDS: Schedule-C: Schedule C Profit or Loss From Business Period: January through December 2023. The named recipient Example Party 706 has these entries: business name: Example Entity 7-6-0 gross receipts: USD 11,457.00 expenses: USD 11,457.00 net profit: USD 11,457.00",SCHEDULE "COPY FOR RECORDS: Schedule-C: Schedule C Profit or Loss From Business Period: January through December 2024. The named recipient Example Party 707 has these entries: business name: Example Entity 7-7-0 gross receipts: USD 11,540.00 expenses: USD 11,540.00 net profit: USD 11,540.00",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-D: Schedule D Capital Gains and Losses"". The populated sections contain short term gains: USD 10,822.00; long term gains: USD 10,822.00; carryover: USD 10,822.00. Prepared for Example Individual 600.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-D: Schedule D Capital Gains and Losses"". The populated sections contain short term gains: USD 10,905.00; long term gains: USD 10,905.00; carryover: USD 10,905.00. Prepared for Example Individual 601.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-D: Schedule D Capital Gains and Losses"". The populated sections contain short term gains: USD 10,988.00; long term gains: USD 10,988.00; carryover: USD 10,988.00. Prepared for Example Individual 602.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-D: Schedule D Capital Gains and Losses"". The populated sections contain short term gains: USD 11,071.00; long term gains: USD 11,071.00; carryover: USD 11,071.00. Prepared for Example Individual 603.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-D: Schedule D Capital Gains and Losses"". The populated sections contain short term gains: USD 11,154.00; long term gains: USD 11,154.00; carryover: USD 11,154.00. Prepared for Example Individual 604.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-D: Schedule D Capital Gains and Losses"". The populated sections contain short term gains: USD 11,237.00; long term gains: USD 11,237.00; carryover: USD 11,237.00. Prepared for Example Individual 605.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-D: Schedule D Capital Gains and Losses"". The populated sections contain short term gains: USD 11,320.00; long term gains: USD 11,320.00; carryover: USD 11,320.00. Prepared for Example Individual 606.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-D: Schedule D Capital Gains and Losses"". The populated sections contain short term gains: USD 11,403.00; long term gains: USD 11,403.00; carryover: USD 11,403.00. Prepared for Example Individual 607.",SCHEDULE "COPY FOR RECORDS: Schedule-D: Schedule D Capital Gains and Losses Period: January through December 2023. The named recipient Example Party 700 has these entries: short term gains: USD 10,959.00 long term gains: USD 10,959.00 carryover: USD 10,959.00",SCHEDULE "COPY FOR RECORDS: Schedule-D: Schedule D Capital Gains and Losses Period: January through December 2024. The named recipient Example Party 701 has these entries: short term gains: USD 11,042.00 long term gains: USD 11,042.00 carryover: USD 11,042.00",SCHEDULE "COPY FOR RECORDS: Schedule-D: Schedule D Capital Gains and Losses Period: January through December 2025. The named recipient Example Party 702 has these entries: short term gains: USD 11,125.00 long term gains: USD 11,125.00 carryover: USD 11,125.00",SCHEDULE "COPY FOR RECORDS: Schedule-D: Schedule D Capital Gains and Losses Period: January through December 2023. The named recipient Example Party 703 has these entries: short term gains: USD 11,208.00 long term gains: USD 11,208.00 carryover: USD 11,208.00",SCHEDULE "COPY FOR RECORDS: Schedule-D: Schedule D Capital Gains and Losses Period: January through December 2024. The named recipient Example Party 704 has these entries: short term gains: USD 11,291.00 long term gains: USD 11,291.00 carryover: USD 11,291.00",SCHEDULE "COPY FOR RECORDS: Schedule-D: Schedule D Capital Gains and Losses Period: January through December 2025. The named recipient Example Party 705 has these entries: short term gains: USD 11,374.00 long term gains: USD 11,374.00 carryover: USD 11,374.00",SCHEDULE "COPY FOR RECORDS: Schedule-D: Schedule D Capital Gains and Losses Period: January through December 2023. The named recipient Example Party 706 has these entries: short term gains: USD 11,457.00 long term gains: USD 11,457.00 carryover: USD 11,457.00",SCHEDULE "COPY FOR RECORDS: Schedule-D: Schedule D Capital Gains and Losses Period: January through December 2024. The named recipient Example Party 707 has these entries: short term gains: USD 11,540.00 long term gains: USD 11,540.00 carryover: USD 11,540.00",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-E: Schedule E Supplemental Income and Loss"". The populated sections contain rental property: Example Entity 6-0-0; royalties: USD 10,822.00; partnerships: Example Entity 6-0-2; income: USD 10,822.00; expenses: USD 10,822.00. Prepared for Example Individual 600.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-E: Schedule E Supplemental Income and Loss"". The populated sections contain rental property: Example Entity 6-1-0; royalties: USD 10,905.00; partnerships: Example Entity 6-1-2; income: USD 10,905.00; expenses: USD 10,905.00. Prepared for Example Individual 601.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-E: Schedule E Supplemental Income and Loss"". The populated sections contain rental property: Example Entity 6-2-0; royalties: USD 10,988.00; partnerships: Example Entity 6-2-2; income: USD 10,988.00; expenses: USD 10,988.00. Prepared for Example Individual 602.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-E: Schedule E Supplemental Income and Loss"". The populated sections contain rental property: Example Entity 6-3-0; royalties: USD 11,071.00; partnerships: Example Entity 6-3-2; income: USD 11,071.00; expenses: USD 11,071.00. Prepared for Example Individual 603.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-E: Schedule E Supplemental Income and Loss"". The populated sections contain rental property: Example Entity 6-4-0; royalties: USD 11,154.00; partnerships: Example Entity 6-4-2; income: USD 11,154.00; expenses: USD 11,154.00. Prepared for Example Individual 604.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-E: Schedule E Supplemental Income and Loss"". The populated sections contain rental property: Example Entity 6-5-0; royalties: USD 11,237.00; partnerships: Example Entity 6-5-2; income: USD 11,237.00; expenses: USD 11,237.00. Prepared for Example Individual 605.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-E: Schedule E Supplemental Income and Loss"". The populated sections contain rental property: Example Entity 6-6-0; royalties: USD 11,320.00; partnerships: Example Entity 6-6-2; income: USD 11,320.00; expenses: USD 11,320.00. Prepared for Example Individual 606.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-E: Schedule E Supplemental Income and Loss"". The populated sections contain rental property: Example Entity 6-7-0; royalties: USD 11,403.00; partnerships: Example Entity 6-7-2; income: USD 11,403.00; expenses: USD 11,403.00. Prepared for Example Individual 607.",SCHEDULE "COPY FOR RECORDS: Schedule-E: Schedule E Supplemental Income and Loss Period: January through December 2023. The named recipient Example Party 700 has these entries: rental property: Example Entity 7-0-0 royalties: USD 10,959.00 partnerships: Example Entity 7-0-2 income: USD 10,959.00 expenses: USD 10,959.00",SCHEDULE "COPY FOR RECORDS: Schedule-E: Schedule E Supplemental Income and Loss Period: January through December 2024. The named recipient Example Party 701 has these entries: rental property: Example Entity 7-1-0 royalties: USD 11,042.00 partnerships: Example Entity 7-1-2 income: USD 11,042.00 expenses: USD 11,042.00",SCHEDULE "COPY FOR RECORDS: Schedule-E: Schedule E Supplemental Income and Loss Period: January through December 2025. The named recipient Example Party 702 has these entries: rental property: Example Entity 7-2-0 royalties: USD 11,125.00 partnerships: Example Entity 7-2-2 income: USD 11,125.00 expenses: USD 11,125.00",SCHEDULE "COPY FOR RECORDS: Schedule-E: Schedule E Supplemental Income and Loss Period: January through December 2023. The named recipient Example Party 703 has these entries: rental property: Example Entity 7-3-0 royalties: USD 11,208.00 partnerships: Example Entity 7-3-2 income: USD 11,208.00 expenses: USD 11,208.00",SCHEDULE "COPY FOR RECORDS: Schedule-E: Schedule E Supplemental Income and Loss Period: January through December 2024. The named recipient Example Party 704 has these entries: rental property: Example Entity 7-4-0 royalties: USD 11,291.00 partnerships: Example Entity 7-4-2 income: USD 11,291.00 expenses: USD 11,291.00",SCHEDULE "COPY FOR RECORDS: Schedule-E: Schedule E Supplemental Income and Loss Period: January through December 2025. The named recipient Example Party 705 has these entries: rental property: Example Entity 7-5-0 royalties: USD 11,374.00 partnerships: Example Entity 7-5-2 income: USD 11,374.00 expenses: USD 11,374.00",SCHEDULE "COPY FOR RECORDS: Schedule-E: Schedule E Supplemental Income and Loss Period: January through December 2023. The named recipient Example Party 706 has these entries: rental property: Example Entity 7-6-0 royalties: USD 11,457.00 partnerships: Example Entity 7-6-2 income: USD 11,457.00 expenses: USD 11,457.00",SCHEDULE "COPY FOR RECORDS: Schedule-E: Schedule E Supplemental Income and Loss Period: January through December 2024. The named recipient Example Party 707 has these entries: rental property: Example Entity 7-7-0 royalties: USD 11,540.00 partnerships: Example Entity 7-7-2 income: USD 11,540.00 expenses: USD 11,540.00",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-F: Schedule F Profit or Loss From Farming"". The populated sections contain farm income: USD 10,822.00; farm expenses: USD 10,822.00; accounting method: Cash method. Prepared for Example Individual 600.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-F: Schedule F Profit or Loss From Farming"". The populated sections contain farm income: USD 10,905.00; farm expenses: USD 10,905.00; accounting method: Cash method. Prepared for Example Individual 601.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-F: Schedule F Profit or Loss From Farming"". The populated sections contain farm income: USD 10,988.00; farm expenses: USD 10,988.00; accounting method: Cash method. Prepared for Example Individual 602.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-F: Schedule F Profit or Loss From Farming"". The populated sections contain farm income: USD 11,071.00; farm expenses: USD 11,071.00; accounting method: Cash method. Prepared for Example Individual 603.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-F: Schedule F Profit or Loss From Farming"". The populated sections contain farm income: USD 11,154.00; farm expenses: USD 11,154.00; accounting method: Cash method. Prepared for Example Individual 604.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-F: Schedule F Profit or Loss From Farming"". The populated sections contain farm income: USD 11,237.00; farm expenses: USD 11,237.00; accounting method: Cash method. Prepared for Example Individual 605.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-F: Schedule F Profit or Loss From Farming"". The populated sections contain farm income: USD 11,320.00; farm expenses: USD 11,320.00; accounting method: Cash method. Prepared for Example Individual 606.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-F: Schedule F Profit or Loss From Farming"". The populated sections contain farm income: USD 11,403.00; farm expenses: USD 11,403.00; accounting method: Cash method. Prepared for Example Individual 607.",SCHEDULE "COPY FOR RECORDS: Schedule-F: Schedule F Profit or Loss From Farming Period: January through December 2023. The named recipient Example Party 700 has these entries: farm income: USD 10,959.00 farm expenses: USD 10,959.00 accounting method: Cash method",SCHEDULE "COPY FOR RECORDS: Schedule-F: Schedule F Profit or Loss From Farming Period: January through December 2024. The named recipient Example Party 701 has these entries: farm income: USD 11,042.00 farm expenses: USD 11,042.00 accounting method: Cash method",SCHEDULE "COPY FOR RECORDS: Schedule-F: Schedule F Profit or Loss From Farming Period: January through December 2025. The named recipient Example Party 702 has these entries: farm income: USD 11,125.00 farm expenses: USD 11,125.00 accounting method: Cash method",SCHEDULE "COPY FOR RECORDS: Schedule-F: Schedule F Profit or Loss From Farming Period: January through December 2023. The named recipient Example Party 703 has these entries: farm income: USD 11,208.00 farm expenses: USD 11,208.00 accounting method: Cash method",SCHEDULE "COPY FOR RECORDS: Schedule-F: Schedule F Profit or Loss From Farming Period: January through December 2024. The named recipient Example Party 704 has these entries: farm income: USD 11,291.00 farm expenses: USD 11,291.00 accounting method: Cash method",SCHEDULE "COPY FOR RECORDS: Schedule-F: Schedule F Profit or Loss From Farming Period: January through December 2025. The named recipient Example Party 705 has these entries: farm income: USD 11,374.00 farm expenses: USD 11,374.00 accounting method: Cash method",SCHEDULE "COPY FOR RECORDS: Schedule-F: Schedule F Profit or Loss From Farming Period: January through December 2023. The named recipient Example Party 706 has these entries: farm income: USD 11,457.00 farm expenses: USD 11,457.00 accounting method: Cash method",SCHEDULE "COPY FOR RECORDS: Schedule-F: Schedule F Profit or Loss From Farming Period: January through December 2024. The named recipient Example Party 707 has these entries: farm income: USD 11,540.00 farm expenses: USD 11,540.00 accounting method: Cash method",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-SE: Schedule SE Self-Employment Tax"". The populated sections contain net earnings: USD 10,822.00; self employment tax: USD 10,822.00; adjustment: USD 10,822.00. Prepared for Example Individual 600.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-SE: Schedule SE Self-Employment Tax"". The populated sections contain net earnings: USD 10,905.00; self employment tax: USD 10,905.00; adjustment: USD 10,905.00. Prepared for Example Individual 601.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-SE: Schedule SE Self-Employment Tax"". The populated sections contain net earnings: USD 10,988.00; self employment tax: USD 10,988.00; adjustment: USD 10,988.00. Prepared for Example Individual 602.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-SE: Schedule SE Self-Employment Tax"". The populated sections contain net earnings: USD 11,071.00; self employment tax: USD 11,071.00; adjustment: USD 11,071.00. Prepared for Example Individual 603.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-SE: Schedule SE Self-Employment Tax"". The populated sections contain net earnings: USD 11,154.00; self employment tax: USD 11,154.00; adjustment: USD 11,154.00. Prepared for Example Individual 604.",SCHEDULE "RECORD SUMMARY Covered tax year 2025; entitled ""Schedule-SE: Schedule SE Self-Employment Tax"". The populated sections contain net earnings: USD 11,237.00; self employment tax: USD 11,237.00; adjustment: USD 11,237.00. Prepared for Example Individual 605.",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Schedule-SE: Schedule SE Self-Employment Tax"". The populated sections contain net earnings: USD 11,320.00; self employment tax: USD 11,320.00; adjustment: USD 11,320.00. Prepared for Example Individual 606.",SCHEDULE "RECORD SUMMARY Covered tax year 2024; entitled ""Schedule-SE: Schedule SE Self-Employment Tax"". The populated sections contain net earnings: USD 11,403.00; self employment tax: USD 11,403.00; adjustment: USD 11,403.00. Prepared for Example Individual 607.",SCHEDULE "COPY FOR RECORDS: Schedule-SE: Schedule SE Self-Employment Tax Period: January through December 2023. The named recipient Example Party 700 has these entries: net earnings: USD 10,959.00 self employment tax: USD 10,959.00 adjustment: USD 10,959.00",SCHEDULE "COPY FOR RECORDS: Schedule-SE: Schedule SE Self-Employment Tax Period: January through December 2024. The named recipient Example Party 701 has these entries: net earnings: USD 11,042.00 self employment tax: USD 11,042.00 adjustment: USD 11,042.00",SCHEDULE "COPY FOR RECORDS: Schedule-SE: Schedule SE Self-Employment Tax Period: January through December 2025. The named recipient Example Party 702 has these entries: net earnings: USD 11,125.00 self employment tax: USD 11,125.00 adjustment: USD 11,125.00",SCHEDULE "COPY FOR RECORDS: Schedule-SE: Schedule SE Self-Employment Tax Period: January through December 2023. The named recipient Example Party 703 has these entries: net earnings: USD 11,208.00 self employment tax: USD 11,208.00 adjustment: USD 11,208.00",SCHEDULE "COPY FOR RECORDS: Schedule-SE: Schedule SE Self-Employment Tax Period: January through December 2024. The named recipient Example Party 704 has these entries: net earnings: USD 11,291.00 self employment tax: USD 11,291.00 adjustment: USD 11,291.00",SCHEDULE "COPY FOR RECORDS: Schedule-SE: Schedule SE Self-Employment Tax Period: January through December 2025. The named recipient Example Party 705 has these entries: net earnings: USD 11,374.00 self employment tax: USD 11,374.00 adjustment: USD 11,374.00",SCHEDULE "COPY FOR RECORDS: Schedule-SE: Schedule SE Self-Employment Tax Period: January through December 2023. The named recipient Example Party 706 has these entries: net earnings: USD 11,457.00 self employment tax: USD 11,457.00 adjustment: USD 11,457.00",SCHEDULE "COPY FOR RECORDS: Schedule-SE: Schedule SE Self-Employment Tax Period: January through December 2024. The named recipient Example Party 707 has these entries: net earnings: USD 11,540.00 self employment tax: USD 11,540.00 adjustment: USD 11,540.00",SCHEDULE "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-9: Request for Taxpayer Identification Number and Certification"". The populated sections contain name: Example Entity 6-0-0; tax classification: Individual or sole proprietor; taxpayer identification number: Example Entity 6-0-2; certification: Example named signer; signed. Prepared for Example Individual 600.",W-9 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-9: Request for Taxpayer Identification Number and Certification"". The populated sections contain name: Example Entity 6-1-0; tax classification: Individual or sole proprietor; taxpayer identification number: Example Entity 6-1-2; certification: Example named signer; signed. Prepared for Example Individual 601.",W-9 "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-9: Request for Taxpayer Identification Number and Certification"". The populated sections contain name: Example Entity 6-2-0; tax classification: Individual or sole proprietor; taxpayer identification number: Example Entity 6-2-2; certification: Example named signer; signed. Prepared for Example Individual 602.",W-9 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-9: Request for Taxpayer Identification Number and Certification"". The populated sections contain name: Example Entity 6-3-0; tax classification: Individual or sole proprietor; taxpayer identification number: Example Entity 6-3-2; certification: Example named signer; signed. Prepared for Example Individual 603.",W-9 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-9: Request for Taxpayer Identification Number and Certification"". The populated sections contain name: Example Entity 6-4-0; tax classification: Individual or sole proprietor; taxpayer identification number: Example Entity 6-4-2; certification: Example named signer; signed. Prepared for Example Individual 604.",W-9 "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-9: Request for Taxpayer Identification Number and Certification"". The populated sections contain name: Example Entity 6-5-0; tax classification: Individual or sole proprietor; taxpayer identification number: Example Entity 6-5-2; certification: Example named signer; signed. Prepared for Example Individual 605.",W-9 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-9: Request for Taxpayer Identification Number and Certification"". The populated sections contain name: Example Entity 6-6-0; tax classification: Individual or sole proprietor; taxpayer identification number: Example Entity 6-6-2; certification: Example named signer; signed. Prepared for Example Individual 606.",W-9 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-9: Request for Taxpayer Identification Number and Certification"". The populated sections contain name: Example Entity 6-7-0; tax classification: Individual or sole proprietor; taxpayer identification number: Example Entity 6-7-2; certification: Example named signer; signed. Prepared for Example Individual 607.",W-9 "COPY FOR RECORDS: Form W-9: Request for Taxpayer Identification Number and Certification Period: January through December 2023. The named recipient Example Party 700 has these entries: name: Example Entity 7-0-0 tax classification: Individual or sole proprietor taxpayer identification number: Example Entity 7-0-2 certification: Example named signer; signed",W-9 "COPY FOR RECORDS: Form W-9: Request for Taxpayer Identification Number and Certification Period: January through December 2024. The named recipient Example Party 701 has these entries: name: Example Entity 7-1-0 tax classification: Individual or sole proprietor taxpayer identification number: Example Entity 7-1-2 certification: Example named signer; signed",W-9 "COPY FOR RECORDS: Form W-9: Request for Taxpayer Identification Number and Certification Period: January through December 2025. The named recipient Example Party 702 has these entries: name: Example Entity 7-2-0 tax classification: Individual or sole proprietor taxpayer identification number: Example Entity 7-2-2 certification: Example named signer; signed",W-9 "COPY FOR RECORDS: Form W-9: Request for Taxpayer Identification Number and Certification Period: January through December 2023. The named recipient Example Party 703 has these entries: name: Example Entity 7-3-0 tax classification: Individual or sole proprietor taxpayer identification number: Example Entity 7-3-2 certification: Example named signer; signed",W-9 "COPY FOR RECORDS: Form W-9: Request for Taxpayer Identification Number and Certification Period: January through December 2024. The named recipient Example Party 704 has these entries: name: Example Entity 7-4-0 tax classification: Individual or sole proprietor taxpayer identification number: Example Entity 7-4-2 certification: Example named signer; signed",W-9 "COPY FOR RECORDS: Form W-9: Request for Taxpayer Identification Number and Certification Period: January through December 2025. The named recipient Example Party 705 has these entries: name: Example Entity 7-5-0 tax classification: Individual or sole proprietor taxpayer identification number: Example Entity 7-5-2 certification: Example named signer; signed",W-9 "COPY FOR RECORDS: Form W-9: Request for Taxpayer Identification Number and Certification Period: January through December 2023. The named recipient Example Party 706 has these entries: name: Example Entity 7-6-0 tax classification: Individual or sole proprietor taxpayer identification number: Example Entity 7-6-2 certification: Example named signer; signed",W-9 "COPY FOR RECORDS: Form W-9: Request for Taxpayer Identification Number and Certification Period: January through December 2024. The named recipient Example Party 707 has these entries: name: Example Entity 7-7-0 tax classification: Individual or sole proprietor taxpayer identification number: Example Entity 7-7-2 certification: Example named signer; signed",W-9 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-4: Employee Withholding Certificate"". The populated sections contain filing status: Single; dependents: USD 10,822.00; other adjustments: USD 10,822.00; signature: Example named signer; signed. Prepared for Example Individual 600.",W-4 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-4: Employee Withholding Certificate"". The populated sections contain filing status: Single; dependents: USD 10,905.00; other adjustments: USD 10,905.00; signature: Example named signer; signed. Prepared for Example Individual 601.",W-4 "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-4: Employee Withholding Certificate"". The populated sections contain filing status: Single; dependents: USD 10,988.00; other adjustments: USD 10,988.00; signature: Example named signer; signed. Prepared for Example Individual 602.",W-4 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-4: Employee Withholding Certificate"". The populated sections contain filing status: Single; dependents: USD 11,071.00; other adjustments: USD 11,071.00; signature: Example named signer; signed. Prepared for Example Individual 603.",W-4 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-4: Employee Withholding Certificate"". The populated sections contain filing status: Single; dependents: USD 11,154.00; other adjustments: USD 11,154.00; signature: Example named signer; signed. Prepared for Example Individual 604.",W-4 "RECORD SUMMARY Covered tax year 2025; entitled ""Form W-4: Employee Withholding Certificate"". The populated sections contain filing status: Single; dependents: USD 11,237.00; other adjustments: USD 11,237.00; signature: Example named signer; signed. Prepared for Example Individual 605.",W-4 "RECORD SUMMARY Covered tax year 2023; entitled ""Form W-4: Employee Withholding Certificate"". The populated sections contain filing status: Single; dependents: USD 11,320.00; other adjustments: USD 11,320.00; signature: Example named signer; signed. Prepared for Example Individual 606.",W-4 "RECORD SUMMARY Covered tax year 2024; entitled ""Form W-4: Employee Withholding Certificate"". The populated sections contain filing status: Single; dependents: USD 11,403.00; other adjustments: USD 11,403.00; signature: Example named signer; signed. Prepared for Example Individual 607.",W-4 "COPY FOR RECORDS: Form W-4: Employee Withholding Certificate Period: January through December 2023. The named recipient Example Party 700 has these entries: filing status: Single dependents: USD 10,959.00 other adjustments: USD 10,959.00 signature: Example named signer; signed",W-4 "COPY FOR RECORDS: Form W-4: Employee Withholding Certificate Period: January through December 2024. The named recipient Example Party 701 has these entries: filing status: Single dependents: USD 11,042.00 other adjustments: USD 11,042.00 signature: Example named signer; signed",W-4 "COPY FOR RECORDS: Form W-4: Employee Withholding Certificate Period: January through December 2025. The named recipient Example Party 702 has these entries: filing status: Single dependents: USD 11,125.00 other adjustments: USD 11,125.00 signature: Example named signer; signed",W-4 "COPY FOR RECORDS: Form W-4: Employee Withholding Certificate Period: January through December 2023. The named recipient Example Party 703 has these entries: filing status: Single dependents: USD 11,208.00 other adjustments: USD 11,208.00 signature: Example named signer; signed",W-4 "COPY FOR RECORDS: Form W-4: Employee Withholding Certificate Period: January through December 2024. The named recipient Example Party 704 has these entries: filing status: Single dependents: USD 11,291.00 other adjustments: USD 11,291.00 signature: Example named signer; signed",W-4 "COPY FOR RECORDS: Form W-4: Employee Withholding Certificate Period: January through December 2025. The named recipient Example Party 705 has these entries: filing status: Single dependents: USD 11,374.00 other adjustments: USD 11,374.00 signature: Example named signer; signed",W-4 "COPY FOR RECORDS: Form W-4: Employee Withholding Certificate Period: January through December 2023. The named recipient Example Party 706 has these entries: filing status: Single dependents: USD 11,457.00 other adjustments: USD 11,457.00 signature: Example named signer; signed",W-4 "COPY FOR RECORDS: Form W-4: Employee Withholding Certificate Period: January through December 2024. The named recipient Example Party 707 has these entries: filing status: Single dependents: USD 11,540.00 other adjustments: USD 11,540.00 signature: Example named signer; signed",W-4 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 4506-T: Request for Transcript of Tax Return"". The populated sections contain taxpayer: Example Entity 6-0-0; return transcript: USD 10,822.00; tax year: 2023; signature: Example named signer; signed. Prepared for Example Individual 600.",4506-T "RECORD SUMMARY Covered tax year 2024; entitled ""Form 4506-T: Request for Transcript of Tax Return"". The populated sections contain taxpayer: Example Entity 6-1-0; return transcript: USD 10,905.00; tax year: 2024; signature: Example named signer; signed. Prepared for Example Individual 601.",4506-T "RECORD SUMMARY Covered tax year 2025; entitled ""Form 4506-T: Request for Transcript of Tax Return"". The populated sections contain taxpayer: Example Entity 6-2-0; return transcript: USD 10,988.00; tax year: 2025; signature: Example named signer; signed. Prepared for Example Individual 602.",4506-T "RECORD SUMMARY Covered tax year 2023; entitled ""Form 4506-T: Request for Transcript of Tax Return"". The populated sections contain taxpayer: Example Entity 6-3-0; return transcript: USD 11,071.00; tax year: 2023; signature: Example named signer; signed. Prepared for Example Individual 603.",4506-T "RECORD SUMMARY Covered tax year 2024; entitled ""Form 4506-T: Request for Transcript of Tax Return"". The populated sections contain taxpayer: Example Entity 6-4-0; return transcript: USD 11,154.00; tax year: 2024; signature: Example named signer; signed. Prepared for Example Individual 604.",4506-T "RECORD SUMMARY Covered tax year 2025; entitled ""Form 4506-T: Request for Transcript of Tax Return"". The populated sections contain taxpayer: Example Entity 6-5-0; return transcript: USD 11,237.00; tax year: 2025; signature: Example named signer; signed. Prepared for Example Individual 605.",4506-T "RECORD SUMMARY Covered tax year 2023; entitled ""Form 4506-T: Request for Transcript of Tax Return"". The populated sections contain taxpayer: Example Entity 6-6-0; return transcript: USD 11,320.00; tax year: 2023; signature: Example named signer; signed. Prepared for Example Individual 606.",4506-T "RECORD SUMMARY Covered tax year 2024; entitled ""Form 4506-T: Request for Transcript of Tax Return"". The populated sections contain taxpayer: Example Entity 6-7-0; return transcript: USD 11,403.00; tax year: 2024; signature: Example named signer; signed. Prepared for Example Individual 607.",4506-T "COPY FOR RECORDS: Form 4506-T: Request for Transcript of Tax Return Period: January through December 2023. The named recipient Example Party 700 has these entries: taxpayer: Example Entity 7-0-0 return transcript: USD 10,959.00 tax year: 2023 signature: Example named signer; signed",4506-T "COPY FOR RECORDS: Form 4506-T: Request for Transcript of Tax Return Period: January through December 2024. The named recipient Example Party 701 has these entries: taxpayer: Example Entity 7-1-0 return transcript: USD 11,042.00 tax year: 2024 signature: Example named signer; signed",4506-T "COPY FOR RECORDS: Form 4506-T: Request for Transcript of Tax Return Period: January through December 2025. The named recipient Example Party 702 has these entries: taxpayer: Example Entity 7-2-0 return transcript: USD 11,125.00 tax year: 2025 signature: Example named signer; signed",4506-T "COPY FOR RECORDS: Form 4506-T: Request for Transcript of Tax Return Period: January through December 2023. The named recipient Example Party 703 has these entries: taxpayer: Example Entity 7-3-0 return transcript: USD 11,208.00 tax year: 2023 signature: Example named signer; signed",4506-T "COPY FOR RECORDS: Form 4506-T: Request for Transcript of Tax Return Period: January through December 2024. The named recipient Example Party 704 has these entries: taxpayer: Example Entity 7-4-0 return transcript: USD 11,291.00 tax year: 2024 signature: Example named signer; signed",4506-T "COPY FOR RECORDS: Form 4506-T: Request for Transcript of Tax Return Period: January through December 2025. The named recipient Example Party 705 has these entries: taxpayer: Example Entity 7-5-0 return transcript: USD 11,374.00 tax year: 2025 signature: Example named signer; signed",4506-T "COPY FOR RECORDS: Form 4506-T: Request for Transcript of Tax Return Period: January through December 2023. The named recipient Example Party 706 has these entries: taxpayer: Example Entity 7-6-0 return transcript: USD 11,457.00 tax year: 2023 signature: Example named signer; signed",4506-T "COPY FOR RECORDS: Form 4506-T: Request for Transcript of Tax Return Period: January through December 2024. The named recipient Example Party 707 has these entries: taxpayer: Example Entity 7-7-0 return transcript: USD 11,540.00 tax year: 2024 signature: Example named signer; signed",4506-T "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2848: Power of Attorney and Declaration of Representative"". The populated sections contain taxpayer: Example Entity 6-0-0; representative: Example Entity 6-0-1; tax matters: USD 10,822.00; authorization: USD 10,822.00. Prepared for Example Individual 600.",2848 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2848: Power of Attorney and Declaration of Representative"". The populated sections contain taxpayer: Example Entity 6-1-0; representative: Example Entity 6-1-1; tax matters: USD 10,905.00; authorization: USD 10,905.00. Prepared for Example Individual 601.",2848 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 2848: Power of Attorney and Declaration of Representative"". The populated sections contain taxpayer: Example Entity 6-2-0; representative: Example Entity 6-2-1; tax matters: USD 10,988.00; authorization: USD 10,988.00. Prepared for Example Individual 602.",2848 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2848: Power of Attorney and Declaration of Representative"". The populated sections contain taxpayer: Example Entity 6-3-0; representative: Example Entity 6-3-1; tax matters: USD 11,071.00; authorization: USD 11,071.00. Prepared for Example Individual 603.",2848 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2848: Power of Attorney and Declaration of Representative"". The populated sections contain taxpayer: Example Entity 6-4-0; representative: Example Entity 6-4-1; tax matters: USD 11,154.00; authorization: USD 11,154.00. Prepared for Example Individual 604.",2848 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 2848: Power of Attorney and Declaration of Representative"". The populated sections contain taxpayer: Example Entity 6-5-0; representative: Example Entity 6-5-1; tax matters: USD 11,237.00; authorization: USD 11,237.00. Prepared for Example Individual 605.",2848 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2848: Power of Attorney and Declaration of Representative"". The populated sections contain taxpayer: Example Entity 6-6-0; representative: Example Entity 6-6-1; tax matters: USD 11,320.00; authorization: USD 11,320.00. Prepared for Example Individual 606.",2848 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2848: Power of Attorney and Declaration of Representative"". The populated sections contain taxpayer: Example Entity 6-7-0; representative: Example Entity 6-7-1; tax matters: USD 11,403.00; authorization: USD 11,403.00. Prepared for Example Individual 607.",2848 "COPY FOR RECORDS: Form 2848: Power of Attorney and Declaration of Representative Period: January through December 2023. The named recipient Example Party 700 has these entries: taxpayer: Example Entity 7-0-0 representative: Example Entity 7-0-1 tax matters: USD 10,959.00 authorization: USD 10,959.00",2848 "COPY FOR RECORDS: Form 2848: Power of Attorney and Declaration of Representative Period: January through December 2024. The named recipient Example Party 701 has these entries: taxpayer: Example Entity 7-1-0 representative: Example Entity 7-1-1 tax matters: USD 11,042.00 authorization: USD 11,042.00",2848 "COPY FOR RECORDS: Form 2848: Power of Attorney and Declaration of Representative Period: January through December 2025. The named recipient Example Party 702 has these entries: taxpayer: Example Entity 7-2-0 representative: Example Entity 7-2-1 tax matters: USD 11,125.00 authorization: USD 11,125.00",2848 "COPY FOR RECORDS: Form 2848: Power of Attorney and Declaration of Representative Period: January through December 2023. The named recipient Example Party 703 has these entries: taxpayer: Example Entity 7-3-0 representative: Example Entity 7-3-1 tax matters: USD 11,208.00 authorization: USD 11,208.00",2848 "COPY FOR RECORDS: Form 2848: Power of Attorney and Declaration of Representative Period: January through December 2024. The named recipient Example Party 704 has these entries: taxpayer: Example Entity 7-4-0 representative: Example Entity 7-4-1 tax matters: USD 11,291.00 authorization: USD 11,291.00",2848 "COPY FOR RECORDS: Form 2848: Power of Attorney and Declaration of Representative Period: January through December 2025. The named recipient Example Party 705 has these entries: taxpayer: Example Entity 7-5-0 representative: Example Entity 7-5-1 tax matters: USD 11,374.00 authorization: USD 11,374.00",2848 "COPY FOR RECORDS: Form 2848: Power of Attorney and Declaration of Representative Period: January through December 2023. The named recipient Example Party 706 has these entries: taxpayer: Example Entity 7-6-0 representative: Example Entity 7-6-1 tax matters: USD 11,457.00 authorization: USD 11,457.00",2848 "COPY FOR RECORDS: Form 2848: Power of Attorney and Declaration of Representative Period: January through December 2024. The named recipient Example Party 707 has these entries: taxpayer: Example Entity 7-7-0 representative: Example Entity 7-7-1 tax matters: USD 11,540.00 authorization: USD 11,540.00",2848 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent"". The populated sections contain child: USD 10,822.00; custodial parent: USD 10,822.00; noncustodial parent: USD 10,822.00; release: USD 10,822.00. Prepared for Example Individual 600.",8332 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent"". The populated sections contain child: USD 10,905.00; custodial parent: USD 10,905.00; noncustodial parent: USD 10,905.00; release: USD 10,905.00. Prepared for Example Individual 601.",8332 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent"". The populated sections contain child: USD 10,988.00; custodial parent: USD 10,988.00; noncustodial parent: USD 10,988.00; release: USD 10,988.00. Prepared for Example Individual 602.",8332 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent"". The populated sections contain child: USD 11,071.00; custodial parent: USD 11,071.00; noncustodial parent: USD 11,071.00; release: USD 11,071.00. Prepared for Example Individual 603.",8332 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent"". The populated sections contain child: USD 11,154.00; custodial parent: USD 11,154.00; noncustodial parent: USD 11,154.00; release: USD 11,154.00. Prepared for Example Individual 604.",8332 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent"". The populated sections contain child: USD 11,237.00; custodial parent: USD 11,237.00; noncustodial parent: USD 11,237.00; release: USD 11,237.00. Prepared for Example Individual 605.",8332 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent"". The populated sections contain child: USD 11,320.00; custodial parent: USD 11,320.00; noncustodial parent: USD 11,320.00; release: USD 11,320.00. Prepared for Example Individual 606.",8332 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent"". The populated sections contain child: USD 11,403.00; custodial parent: USD 11,403.00; noncustodial parent: USD 11,403.00; release: USD 11,403.00. Prepared for Example Individual 607.",8332 "COPY FOR RECORDS: Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent Period: January through December 2023. The named recipient Example Party 700 has these entries: child: USD 10,959.00 custodial parent: USD 10,959.00 noncustodial parent: USD 10,959.00 release: USD 10,959.00",8332 "COPY FOR RECORDS: Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent Period: January through December 2024. The named recipient Example Party 701 has these entries: child: USD 11,042.00 custodial parent: USD 11,042.00 noncustodial parent: USD 11,042.00 release: USD 11,042.00",8332 "COPY FOR RECORDS: Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent Period: January through December 2025. The named recipient Example Party 702 has these entries: child: USD 11,125.00 custodial parent: USD 11,125.00 noncustodial parent: USD 11,125.00 release: USD 11,125.00",8332 "COPY FOR RECORDS: Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent Period: January through December 2023. The named recipient Example Party 703 has these entries: child: USD 11,208.00 custodial parent: USD 11,208.00 noncustodial parent: USD 11,208.00 release: USD 11,208.00",8332 "COPY FOR RECORDS: Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent Period: January through December 2024. The named recipient Example Party 704 has these entries: child: USD 11,291.00 custodial parent: USD 11,291.00 noncustodial parent: USD 11,291.00 release: USD 11,291.00",8332 "COPY FOR RECORDS: Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent Period: January through December 2025. The named recipient Example Party 705 has these entries: child: USD 11,374.00 custodial parent: USD 11,374.00 noncustodial parent: USD 11,374.00 release: USD 11,374.00",8332 "COPY FOR RECORDS: Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent Period: January through December 2023. The named recipient Example Party 706 has these entries: child: USD 11,457.00 custodial parent: USD 11,457.00 noncustodial parent: USD 11,457.00 release: USD 11,457.00",8332 "COPY FOR RECORDS: Form 8332: Release Revocation of Release of Claim to Exemption for Child by Custodial Parent Period: January through December 2024. The named recipient Example Party 707 has these entries: child: USD 11,540.00 custodial parent: USD 11,540.00 noncustodial parent: USD 11,540.00 release: USD 11,540.00",8332 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2441: Child and Dependent Care Expenses"". The populated sections contain care provider: Example Entity 6-0-0; qualifying person: USD 10,822.00; care expenses: USD 10,822.00. Prepared for Example Individual 600.",2441 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2441: Child and Dependent Care Expenses"". The populated sections contain care provider: Example Entity 6-1-0; qualifying person: USD 10,905.00; care expenses: USD 10,905.00. Prepared for Example Individual 601.",2441 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 2441: Child and Dependent Care Expenses"". The populated sections contain care provider: Example Entity 6-2-0; qualifying person: USD 10,988.00; care expenses: USD 10,988.00. Prepared for Example Individual 602.",2441 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2441: Child and Dependent Care Expenses"". The populated sections contain care provider: Example Entity 6-3-0; qualifying person: USD 11,071.00; care expenses: USD 11,071.00. Prepared for Example Individual 603.",2441 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2441: Child and Dependent Care Expenses"". The populated sections contain care provider: Example Entity 6-4-0; qualifying person: USD 11,154.00; care expenses: USD 11,154.00. Prepared for Example Individual 604.",2441 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 2441: Child and Dependent Care Expenses"". The populated sections contain care provider: Example Entity 6-5-0; qualifying person: USD 11,237.00; care expenses: USD 11,237.00. Prepared for Example Individual 605.",2441 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2441: Child and Dependent Care Expenses"". The populated sections contain care provider: Example Entity 6-6-0; qualifying person: USD 11,320.00; care expenses: USD 11,320.00. Prepared for Example Individual 606.",2441 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2441: Child and Dependent Care Expenses"". The populated sections contain care provider: Example Entity 6-7-0; qualifying person: USD 11,403.00; care expenses: USD 11,403.00. Prepared for Example Individual 607.",2441 "COPY FOR RECORDS: Form 2441: Child and Dependent Care Expenses Period: January through December 2023. The named recipient Example Party 700 has these entries: care provider: Example Entity 7-0-0 qualifying person: USD 10,959.00 care expenses: USD 10,959.00",2441 "COPY FOR RECORDS: Form 2441: Child and Dependent Care Expenses Period: January through December 2024. The named recipient Example Party 701 has these entries: care provider: Example Entity 7-1-0 qualifying person: USD 11,042.00 care expenses: USD 11,042.00",2441 "COPY FOR RECORDS: Form 2441: Child and Dependent Care Expenses Period: January through December 2025. The named recipient Example Party 702 has these entries: care provider: Example Entity 7-2-0 qualifying person: USD 11,125.00 care expenses: USD 11,125.00",2441 "COPY FOR RECORDS: Form 2441: Child and Dependent Care Expenses Period: January through December 2023. The named recipient Example Party 703 has these entries: care provider: Example Entity 7-3-0 qualifying person: USD 11,208.00 care expenses: USD 11,208.00",2441 "COPY FOR RECORDS: Form 2441: Child and Dependent Care Expenses Period: January through December 2024. The named recipient Example Party 704 has these entries: care provider: Example Entity 7-4-0 qualifying person: USD 11,291.00 care expenses: USD 11,291.00",2441 "COPY FOR RECORDS: Form 2441: Child and Dependent Care Expenses Period: January through December 2025. The named recipient Example Party 705 has these entries: care provider: Example Entity 7-5-0 qualifying person: USD 11,374.00 care expenses: USD 11,374.00",2441 "COPY FOR RECORDS: Form 2441: Child and Dependent Care Expenses Period: January through December 2023. The named recipient Example Party 706 has these entries: care provider: Example Entity 7-6-0 qualifying person: USD 11,457.00 care expenses: USD 11,457.00",2441 "COPY FOR RECORDS: Form 2441: Child and Dependent Care Expenses Period: January through December 2024. The named recipient Example Party 707 has these entries: care provider: Example Entity 7-7-0 qualifying person: USD 11,540.00 care expenses: USD 11,540.00",2441 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5695: Residential Energy Credits"". The populated sections contain residential clean energy: USD 10,822.00; energy efficient home improvements: USD 10,822.00. Prepared for Example Individual 600.",5695 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5695: Residential Energy Credits"". The populated sections contain residential clean energy: USD 10,905.00; energy efficient home improvements: USD 10,905.00. Prepared for Example Individual 601.",5695 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 5695: Residential Energy Credits"". The populated sections contain residential clean energy: USD 10,988.00; energy efficient home improvements: USD 10,988.00. Prepared for Example Individual 602.",5695 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5695: Residential Energy Credits"". The populated sections contain residential clean energy: USD 11,071.00; energy efficient home improvements: USD 11,071.00. Prepared for Example Individual 603.",5695 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5695: Residential Energy Credits"". The populated sections contain residential clean energy: USD 11,154.00; energy efficient home improvements: USD 11,154.00. Prepared for Example Individual 604.",5695 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 5695: Residential Energy Credits"". The populated sections contain residential clean energy: USD 11,237.00; energy efficient home improvements: USD 11,237.00. Prepared for Example Individual 605.",5695 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 5695: Residential Energy Credits"". The populated sections contain residential clean energy: USD 11,320.00; energy efficient home improvements: USD 11,320.00. Prepared for Example Individual 606.",5695 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 5695: Residential Energy Credits"". The populated sections contain residential clean energy: USD 11,403.00; energy efficient home improvements: USD 11,403.00. Prepared for Example Individual 607.",5695 "COPY FOR RECORDS: Form 5695: Residential Energy Credits Period: January through December 2023. The named recipient Example Party 700 has these entries: residential clean energy: USD 10,959.00 energy efficient home improvements: USD 10,959.00",5695 "COPY FOR RECORDS: Form 5695: Residential Energy Credits Period: January through December 2024. The named recipient Example Party 701 has these entries: residential clean energy: USD 11,042.00 energy efficient home improvements: USD 11,042.00",5695 "COPY FOR RECORDS: Form 5695: Residential Energy Credits Period: January through December 2025. The named recipient Example Party 702 has these entries: residential clean energy: USD 11,125.00 energy efficient home improvements: USD 11,125.00",5695 "COPY FOR RECORDS: Form 5695: Residential Energy Credits Period: January through December 2023. The named recipient Example Party 703 has these entries: residential clean energy: USD 11,208.00 energy efficient home improvements: USD 11,208.00",5695 "COPY FOR RECORDS: Form 5695: Residential Energy Credits Period: January through December 2024. The named recipient Example Party 704 has these entries: residential clean energy: USD 11,291.00 energy efficient home improvements: USD 11,291.00",5695 "COPY FOR RECORDS: Form 5695: Residential Energy Credits Period: January through December 2025. The named recipient Example Party 705 has these entries: residential clean energy: USD 11,374.00 energy efficient home improvements: USD 11,374.00",5695 "COPY FOR RECORDS: Form 5695: Residential Energy Credits Period: January through December 2023. The named recipient Example Party 706 has these entries: residential clean energy: USD 11,457.00 energy efficient home improvements: USD 11,457.00",5695 "COPY FOR RECORDS: Form 5695: Residential Energy Credits Period: January through December 2024. The named recipient Example Party 707 has these entries: residential clean energy: USD 11,540.00 energy efficient home improvements: USD 11,540.00",5695 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8936: Clean Vehicle Credits"". The populated sections contain vehicle: Example Entity 6-0-0; date placed in service: 2023-03-01; credit limitation: USD 10,822.00. Prepared for Example Individual 600.",8936 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8936: Clean Vehicle Credits"". The populated sections contain vehicle: Example Entity 6-1-0; date placed in service: 2024-03-02; credit limitation: USD 10,905.00. Prepared for Example Individual 601.",8936 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8936: Clean Vehicle Credits"". The populated sections contain vehicle: Example Entity 6-2-0; date placed in service: 2025-03-03; credit limitation: USD 10,988.00. Prepared for Example Individual 602.",8936 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8936: Clean Vehicle Credits"". The populated sections contain vehicle: Example Entity 6-3-0; date placed in service: 2023-03-04; credit limitation: USD 11,071.00. Prepared for Example Individual 603.",8936 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8936: Clean Vehicle Credits"". The populated sections contain vehicle: Example Entity 6-4-0; date placed in service: 2024-03-05; credit limitation: USD 11,154.00. Prepared for Example Individual 604.",8936 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8936: Clean Vehicle Credits"". The populated sections contain vehicle: Example Entity 6-5-0; date placed in service: 2025-03-06; credit limitation: USD 11,237.00. Prepared for Example Individual 605.",8936 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8936: Clean Vehicle Credits"". The populated sections contain vehicle: Example Entity 6-6-0; date placed in service: 2023-03-07; credit limitation: USD 11,320.00. Prepared for Example Individual 606.",8936 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8936: Clean Vehicle Credits"". The populated sections contain vehicle: Example Entity 6-7-0; date placed in service: 2024-03-08; credit limitation: USD 11,403.00. Prepared for Example Individual 607.",8936 "COPY FOR RECORDS: Form 8936: Clean Vehicle Credits Period: January through December 2023. The named recipient Example Party 700 has these entries: vehicle: Example Entity 7-0-0 date placed in service: 2023-03-01 credit limitation: USD 10,959.00",8936 "COPY FOR RECORDS: Form 8936: Clean Vehicle Credits Period: January through December 2024. The named recipient Example Party 701 has these entries: vehicle: Example Entity 7-1-0 date placed in service: 2024-03-02 credit limitation: USD 11,042.00",8936 "COPY FOR RECORDS: Form 8936: Clean Vehicle Credits Period: January through December 2025. The named recipient Example Party 702 has these entries: vehicle: Example Entity 7-2-0 date placed in service: 2025-03-03 credit limitation: USD 11,125.00",8936 "COPY FOR RECORDS: Form 8936: Clean Vehicle Credits Period: January through December 2023. The named recipient Example Party 703 has these entries: vehicle: Example Entity 7-3-0 date placed in service: 2023-03-04 credit limitation: USD 11,208.00",8936 "COPY FOR RECORDS: Form 8936: Clean Vehicle Credits Period: January through December 2024. The named recipient Example Party 704 has these entries: vehicle: Example Entity 7-4-0 date placed in service: 2024-03-05 credit limitation: USD 11,291.00",8936 "COPY FOR RECORDS: Form 8936: Clean Vehicle Credits Period: January through December 2025. The named recipient Example Party 705 has these entries: vehicle: Example Entity 7-5-0 date placed in service: 2025-03-06 credit limitation: USD 11,374.00",8936 "COPY FOR RECORDS: Form 8936: Clean Vehicle Credits Period: January through December 2023. The named recipient Example Party 706 has these entries: vehicle: Example Entity 7-6-0 date placed in service: 2023-03-07 credit limitation: USD 11,457.00",8936 "COPY FOR RECORDS: Form 8936: Clean Vehicle Credits Period: January through December 2024. The named recipient Example Party 707 has these entries: vehicle: Example Entity 7-7-0 date placed in service: 2024-03-08 credit limitation: USD 11,540.00",8936 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1116: Foreign Tax Credit"". The populated sections contain foreign source income: USD 10,822.00; foreign taxes paid: USD 10,822.00; credit limitation: USD 10,822.00. Prepared for Example Individual 600.",1116 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1116: Foreign Tax Credit"". The populated sections contain foreign source income: USD 10,905.00; foreign taxes paid: USD 10,905.00; credit limitation: USD 10,905.00. Prepared for Example Individual 601.",1116 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1116: Foreign Tax Credit"". The populated sections contain foreign source income: USD 10,988.00; foreign taxes paid: USD 10,988.00; credit limitation: USD 10,988.00. Prepared for Example Individual 602.",1116 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1116: Foreign Tax Credit"". The populated sections contain foreign source income: USD 11,071.00; foreign taxes paid: USD 11,071.00; credit limitation: USD 11,071.00. Prepared for Example Individual 603.",1116 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1116: Foreign Tax Credit"". The populated sections contain foreign source income: USD 11,154.00; foreign taxes paid: USD 11,154.00; credit limitation: USD 11,154.00. Prepared for Example Individual 604.",1116 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 1116: Foreign Tax Credit"". The populated sections contain foreign source income: USD 11,237.00; foreign taxes paid: USD 11,237.00; credit limitation: USD 11,237.00. Prepared for Example Individual 605.",1116 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 1116: Foreign Tax Credit"". The populated sections contain foreign source income: USD 11,320.00; foreign taxes paid: USD 11,320.00; credit limitation: USD 11,320.00. Prepared for Example Individual 606.",1116 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 1116: Foreign Tax Credit"". The populated sections contain foreign source income: USD 11,403.00; foreign taxes paid: USD 11,403.00; credit limitation: USD 11,403.00. Prepared for Example Individual 607.",1116 "COPY FOR RECORDS: Form 1116: Foreign Tax Credit Period: January through December 2023. The named recipient Example Party 700 has these entries: foreign source income: USD 10,959.00 foreign taxes paid: USD 10,959.00 credit limitation: USD 10,959.00",1116 "COPY FOR RECORDS: Form 1116: Foreign Tax Credit Period: January through December 2024. The named recipient Example Party 701 has these entries: foreign source income: USD 11,042.00 foreign taxes paid: USD 11,042.00 credit limitation: USD 11,042.00",1116 "COPY FOR RECORDS: Form 1116: Foreign Tax Credit Period: January through December 2025. The named recipient Example Party 702 has these entries: foreign source income: USD 11,125.00 foreign taxes paid: USD 11,125.00 credit limitation: USD 11,125.00",1116 "COPY FOR RECORDS: Form 1116: Foreign Tax Credit Period: January through December 2023. The named recipient Example Party 703 has these entries: foreign source income: USD 11,208.00 foreign taxes paid: USD 11,208.00 credit limitation: USD 11,208.00",1116 "COPY FOR RECORDS: Form 1116: Foreign Tax Credit Period: January through December 2024. The named recipient Example Party 704 has these entries: foreign source income: USD 11,291.00 foreign taxes paid: USD 11,291.00 credit limitation: USD 11,291.00",1116 "COPY FOR RECORDS: Form 1116: Foreign Tax Credit Period: January through December 2025. The named recipient Example Party 705 has these entries: foreign source income: USD 11,374.00 foreign taxes paid: USD 11,374.00 credit limitation: USD 11,374.00",1116 "COPY FOR RECORDS: Form 1116: Foreign Tax Credit Period: January through December 2023. The named recipient Example Party 706 has these entries: foreign source income: USD 11,457.00 foreign taxes paid: USD 11,457.00 credit limitation: USD 11,457.00",1116 "COPY FOR RECORDS: Form 1116: Foreign Tax Credit Period: January through December 2024. The named recipient Example Party 707 has these entries: foreign source income: USD 11,540.00 foreign taxes paid: USD 11,540.00 credit limitation: USD 11,540.00",1116 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2555: Foreign Earned Income"". The populated sections contain foreign address: Example Entity 6-0-0; physical presence: USD 10,822.00; foreign earned income: USD 10,822.00. Prepared for Example Individual 600.",2555 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2555: Foreign Earned Income"". The populated sections contain foreign address: Example Entity 6-1-0; physical presence: USD 10,905.00; foreign earned income: USD 10,905.00. Prepared for Example Individual 601.",2555 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 2555: Foreign Earned Income"". The populated sections contain foreign address: Example Entity 6-2-0; physical presence: USD 10,988.00; foreign earned income: USD 10,988.00. Prepared for Example Individual 602.",2555 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2555: Foreign Earned Income"". The populated sections contain foreign address: Example Entity 6-3-0; physical presence: USD 11,071.00; foreign earned income: USD 11,071.00. Prepared for Example Individual 603.",2555 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2555: Foreign Earned Income"". The populated sections contain foreign address: Example Entity 6-4-0; physical presence: USD 11,154.00; foreign earned income: USD 11,154.00. Prepared for Example Individual 604.",2555 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 2555: Foreign Earned Income"". The populated sections contain foreign address: Example Entity 6-5-0; physical presence: USD 11,237.00; foreign earned income: USD 11,237.00. Prepared for Example Individual 605.",2555 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 2555: Foreign Earned Income"". The populated sections contain foreign address: Example Entity 6-6-0; physical presence: USD 11,320.00; foreign earned income: USD 11,320.00. Prepared for Example Individual 606.",2555 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 2555: Foreign Earned Income"". The populated sections contain foreign address: Example Entity 6-7-0; physical presence: USD 11,403.00; foreign earned income: USD 11,403.00. Prepared for Example Individual 607.",2555 "COPY FOR RECORDS: Form 2555: Foreign Earned Income Period: January through December 2023. The named recipient Example Party 700 has these entries: foreign address: Example Entity 7-0-0 physical presence: USD 10,959.00 foreign earned income: USD 10,959.00",2555 "COPY FOR RECORDS: Form 2555: Foreign Earned Income Period: January through December 2024. The named recipient Example Party 701 has these entries: foreign address: Example Entity 7-1-0 physical presence: USD 11,042.00 foreign earned income: USD 11,042.00",2555 "COPY FOR RECORDS: Form 2555: Foreign Earned Income Period: January through December 2025. The named recipient Example Party 702 has these entries: foreign address: Example Entity 7-2-0 physical presence: USD 11,125.00 foreign earned income: USD 11,125.00",2555 "COPY FOR RECORDS: Form 2555: Foreign Earned Income Period: January through December 2023. The named recipient Example Party 703 has these entries: foreign address: Example Entity 7-3-0 physical presence: USD 11,208.00 foreign earned income: USD 11,208.00",2555 "COPY FOR RECORDS: Form 2555: Foreign Earned Income Period: January through December 2024. The named recipient Example Party 704 has these entries: foreign address: Example Entity 7-4-0 physical presence: USD 11,291.00 foreign earned income: USD 11,291.00",2555 "COPY FOR RECORDS: Form 2555: Foreign Earned Income Period: January through December 2025. The named recipient Example Party 705 has these entries: foreign address: Example Entity 7-5-0 physical presence: USD 11,374.00 foreign earned income: USD 11,374.00",2555 "COPY FOR RECORDS: Form 2555: Foreign Earned Income Period: January through December 2023. The named recipient Example Party 706 has these entries: foreign address: Example Entity 7-6-0 physical presence: USD 11,457.00 foreign earned income: USD 11,457.00",2555 "COPY FOR RECORDS: Form 2555: Foreign Earned Income Period: January through December 2024. The named recipient Example Party 707 has these entries: foreign address: Example Entity 7-7-0 physical presence: USD 11,540.00 foreign earned income: USD 11,540.00",2555 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8938: Statement of Specified Foreign Financial Assets"". The populated sections contain foreign accounts: USD 10,822.00; assets: USD 10,822.00; maximum value: USD 10,822.00; income: USD 10,822.00. Prepared for Example Individual 600.",8938 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8938: Statement of Specified Foreign Financial Assets"". The populated sections contain foreign accounts: USD 10,905.00; assets: USD 10,905.00; maximum value: USD 10,905.00; income: USD 10,905.00. Prepared for Example Individual 601.",8938 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8938: Statement of Specified Foreign Financial Assets"". The populated sections contain foreign accounts: USD 10,988.00; assets: USD 10,988.00; maximum value: USD 10,988.00; income: USD 10,988.00. Prepared for Example Individual 602.",8938 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8938: Statement of Specified Foreign Financial Assets"". The populated sections contain foreign accounts: USD 11,071.00; assets: USD 11,071.00; maximum value: USD 11,071.00; income: USD 11,071.00. Prepared for Example Individual 603.",8938 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8938: Statement of Specified Foreign Financial Assets"". The populated sections contain foreign accounts: USD 11,154.00; assets: USD 11,154.00; maximum value: USD 11,154.00; income: USD 11,154.00. Prepared for Example Individual 604.",8938 "RECORD SUMMARY Covered tax year 2025; entitled ""Form 8938: Statement of Specified Foreign Financial Assets"". The populated sections contain foreign accounts: USD 11,237.00; assets: USD 11,237.00; maximum value: USD 11,237.00; income: USD 11,237.00. Prepared for Example Individual 605.",8938 "RECORD SUMMARY Covered tax year 2023; entitled ""Form 8938: Statement of Specified Foreign Financial Assets"". The populated sections contain foreign accounts: USD 11,320.00; assets: USD 11,320.00; maximum value: USD 11,320.00; income: USD 11,320.00. Prepared for Example Individual 606.",8938 "RECORD SUMMARY Covered tax year 2024; entitled ""Form 8938: Statement of Specified Foreign Financial Assets"". The populated sections contain foreign accounts: USD 11,403.00; assets: USD 11,403.00; maximum value: USD 11,403.00; income: USD 11,403.00. Prepared for Example Individual 607.",8938 "COPY FOR RECORDS: Form 8938: Statement of Specified Foreign Financial Assets Period: January through December 2023. The named recipient Example Party 700 has these entries: foreign accounts: USD 10,959.00 assets: USD 10,959.00 maximum value: USD 10,959.00 income: USD 10,959.00",8938 "COPY FOR RECORDS: Form 8938: Statement of Specified Foreign Financial Assets Period: January through December 2024. The named recipient Example Party 701 has these entries: foreign accounts: USD 11,042.00 assets: USD 11,042.00 maximum value: USD 11,042.00 income: USD 11,042.00",8938 "COPY FOR RECORDS: Form 8938: Statement of Specified Foreign Financial Assets Period: January through December 2025. The named recipient Example Party 702 has these entries: foreign accounts: USD 11,125.00 assets: USD 11,125.00 maximum value: USD 11,125.00 income: USD 11,125.00",8938 "COPY FOR RECORDS: Form 8938: Statement of Specified Foreign Financial Assets Period: January through December 2023. The named recipient Example Party 703 has these entries: foreign accounts: USD 11,208.00 assets: USD 11,208.00 maximum value: USD 11,208.00 income: USD 11,208.00",8938 "COPY FOR RECORDS: Form 8938: Statement of Specified Foreign Financial Assets Period: January through December 2024. The named recipient Example Party 704 has these entries: foreign accounts: USD 11,291.00 assets: USD 11,291.00 maximum value: USD 11,291.00 income: USD 11,291.00",8938 "COPY FOR RECORDS: Form 8938: Statement of Specified Foreign Financial Assets Period: January through December 2025. The named recipient Example Party 705 has these entries: foreign accounts: USD 11,374.00 assets: USD 11,374.00 maximum value: USD 11,374.00 income: USD 11,374.00",8938 "COPY FOR RECORDS: Form 8938: Statement of Specified Foreign Financial Assets Period: January through December 2023. The named recipient Example Party 706 has these entries: foreign accounts: USD 11,457.00 assets: USD 11,457.00 maximum value: USD 11,457.00 income: USD 11,457.00",8938 "COPY FOR RECORDS: Form 8938: Statement of Specified Foreign Financial Assets Period: January through December 2024. The named recipient Example Party 707 has these entries: foreign accounts: USD 11,540.00 assets: USD 11,540.00 maximum value: USD 11,540.00 income: USD 11,540.00",8938 "RECORD SUMMARY Covered tax year 2025; entitled ""Annual charitable giving statement"". The populated sections contain Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named; Reference amount: 438.00. Prepared for Example Individual 600.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Annual charitable giving statement"". The populated sections contain Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named; Reference amount: 457.00. Prepared for Example Individual 601.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Annual charitable giving statement"". The populated sections contain Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named; Reference amount: 476.00. Prepared for Example Individual 602.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Annual charitable giving statement"". The populated sections contain Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named; Reference amount: 495.00. Prepared for Example Individual 603.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Annual charitable giving statement"". The populated sections contain Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named; Reference amount: 514.00. Prepared for Example Individual 604.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Annual charitable giving statement"". The populated sections contain Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named; Reference amount: 533.00. Prepared for Example Individual 605.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Annual charitable giving statement"". The populated sections contain Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named; Reference amount: 552.00. Prepared for Example Individual 606.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Annual charitable giving statement"". The populated sections contain Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named; Reference amount: 571.00. Prepared for Example Individual 607.",DONATION_RECORD "COPY FOR RECORDS: Annual charitable giving statement Period: January through December 2025. The named recipient Example Party 700 has these entries: Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named Reference amount: 461.00",DONATION_RECORD "COPY FOR RECORDS: Annual charitable giving statement Period: January through December 2025. The named recipient Example Party 701 has these entries: Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named Reference amount: 480.00",DONATION_RECORD "COPY FOR RECORDS: Annual charitable giving statement Period: January through December 2025. The named recipient Example Party 702 has these entries: Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named Reference amount: 499.00",DONATION_RECORD "COPY FOR RECORDS: Annual charitable giving statement Period: January through December 2025. The named recipient Example Party 703 has these entries: Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named Reference amount: 518.00",DONATION_RECORD "COPY FOR RECORDS: Annual charitable giving statement Period: January through December 2025. The named recipient Example Party 704 has these entries: Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named Reference amount: 537.00",DONATION_RECORD "COPY FOR RECORDS: Annual charitable giving statement Period: January through December 2025. The named recipient Example Party 705 has these entries: Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named Reference amount: 556.00",DONATION_RECORD "COPY FOR RECORDS: Annual charitable giving statement Period: January through December 2025. The named recipient Example Party 706 has these entries: Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named Reference amount: 575.00",DONATION_RECORD "COPY FOR RECORDS: Annual charitable giving statement Period: January through December 2025. The named recipient Example Party 707 has these entries: Individual gifts and dates; completed cash payments; no goods or services provided; donor and organization named Reference amount: 594.00",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Noncash donation acknowledgment"". The populated sections contain Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied; Reference amount: 438.00. Prepared for Example Individual 600.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Noncash donation acknowledgment"". The populated sections contain Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied; Reference amount: 457.00. Prepared for Example Individual 601.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Noncash donation acknowledgment"". The populated sections contain Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied; Reference amount: 476.00. Prepared for Example Individual 602.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Noncash donation acknowledgment"". The populated sections contain Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied; Reference amount: 495.00. Prepared for Example Individual 603.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Noncash donation acknowledgment"". The populated sections contain Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied; Reference amount: 514.00. Prepared for Example Individual 604.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Noncash donation acknowledgment"". The populated sections contain Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied; Reference amount: 533.00. Prepared for Example Individual 605.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Noncash donation acknowledgment"". The populated sections contain Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied; Reference amount: 552.00. Prepared for Example Individual 606.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Noncash donation acknowledgment"". The populated sections contain Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied; Reference amount: 571.00. Prepared for Example Individual 607.",DONATION_RECORD "COPY FOR RECORDS: Noncash donation acknowledgment Period: January through December 2025. The named recipient Example Party 700 has these entries: Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied Reference amount: 461.00",DONATION_RECORD "COPY FOR RECORDS: Noncash donation acknowledgment Period: January through December 2025. The named recipient Example Party 701 has these entries: Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied Reference amount: 480.00",DONATION_RECORD "COPY FOR RECORDS: Noncash donation acknowledgment Period: January through December 2025. The named recipient Example Party 702 has these entries: Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied Reference amount: 499.00",DONATION_RECORD "COPY FOR RECORDS: Noncash donation acknowledgment Period: January through December 2025. The named recipient Example Party 703 has these entries: Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied Reference amount: 518.00",DONATION_RECORD "COPY FOR RECORDS: Noncash donation acknowledgment Period: January through December 2025. The named recipient Example Party 704 has these entries: Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied Reference amount: 537.00",DONATION_RECORD "COPY FOR RECORDS: Noncash donation acknowledgment Period: January through December 2025. The named recipient Example Party 705 has these entries: Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied Reference amount: 556.00",DONATION_RECORD "COPY FOR RECORDS: Noncash donation acknowledgment Period: January through December 2025. The named recipient Example Party 706 has these entries: Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied Reference amount: 575.00",DONATION_RECORD "COPY FOR RECORDS: Noncash donation acknowledgment Period: January through December 2025. The named recipient Example Party 707 has these entries: Donated household property described; charity confirms receipt; no value assigned by charity; goods and services statement supplied Reference amount: 594.00",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Vehicle donation acknowledgment"". The populated sections contain Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C; Reference amount: 438.00. Prepared for Example Individual 600.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Vehicle donation acknowledgment"". The populated sections contain Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C; Reference amount: 457.00. Prepared for Example Individual 601.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Vehicle donation acknowledgment"". The populated sections contain Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C; Reference amount: 476.00. Prepared for Example Individual 602.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Vehicle donation acknowledgment"". The populated sections contain Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C; Reference amount: 495.00. Prepared for Example Individual 603.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Vehicle donation acknowledgment"". The populated sections contain Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C; Reference amount: 514.00. Prepared for Example Individual 604.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Vehicle donation acknowledgment"". The populated sections contain Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C; Reference amount: 533.00. Prepared for Example Individual 605.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Vehicle donation acknowledgment"". The populated sections contain Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C; Reference amount: 552.00. Prepared for Example Individual 606.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Vehicle donation acknowledgment"". The populated sections contain Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C; Reference amount: 571.00. Prepared for Example Individual 607.",DONATION_RECORD "COPY FOR RECORDS: Vehicle donation acknowledgment Period: January through December 2025. The named recipient Example Party 700 has these entries: Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C Reference amount: 461.00",DONATION_RECORD "COPY FOR RECORDS: Vehicle donation acknowledgment Period: January through December 2025. The named recipient Example Party 701 has these entries: Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C Reference amount: 480.00",DONATION_RECORD "COPY FOR RECORDS: Vehicle donation acknowledgment Period: January through December 2025. The named recipient Example Party 702 has these entries: Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C Reference amount: 499.00",DONATION_RECORD "COPY FOR RECORDS: Vehicle donation acknowledgment Period: January through December 2025. The named recipient Example Party 703 has these entries: Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C Reference amount: 518.00",DONATION_RECORD "COPY FOR RECORDS: Vehicle donation acknowledgment Period: January through December 2025. The named recipient Example Party 704 has these entries: Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C Reference amount: 537.00",DONATION_RECORD "COPY FOR RECORDS: Vehicle donation acknowledgment Period: January through December 2025. The named recipient Example Party 705 has these entries: Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C Reference amount: 556.00",DONATION_RECORD "COPY FOR RECORDS: Vehicle donation acknowledgment Period: January through December 2025. The named recipient Example Party 706 has these entries: Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C Reference amount: 575.00",DONATION_RECORD "COPY FOR RECORDS: Vehicle donation acknowledgment Period: January through December 2025. The named recipient Example Party 707 has these entries: Donor vehicle contribution recorded; sale proceeds and recipient organization shown; verify related 1098-C Reference amount: 594.00",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Personal gift letter"". The populated sections contain Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation; Reference amount: 438.00. Prepared for Example Individual 600.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Personal gift letter"". The populated sections contain Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation; Reference amount: 457.00. Prepared for Example Individual 601.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Personal gift letter"". The populated sections contain Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation; Reference amount: 476.00. Prepared for Example Individual 602.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Personal gift letter"". The populated sections contain Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation; Reference amount: 495.00. Prepared for Example Individual 603.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Personal gift letter"". The populated sections contain Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation; Reference amount: 514.00. Prepared for Example Individual 604.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Personal gift letter"". The populated sections contain Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation; Reference amount: 533.00. Prepared for Example Individual 605.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Personal gift letter"". The populated sections contain Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation; Reference amount: 552.00. Prepared for Example Individual 606.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Personal gift letter"". The populated sections contain Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation; Reference amount: 571.00. Prepared for Example Individual 607.",GIFT_RECORD "COPY FOR RECORDS: Personal gift letter Period: January through December 2025. The named recipient Example Party 700 has these entries: Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation Reference amount: 461.00",GIFT_RECORD "COPY FOR RECORDS: Personal gift letter Period: January through December 2025. The named recipient Example Party 701 has these entries: Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation Reference amount: 480.00",GIFT_RECORD "COPY FOR RECORDS: Personal gift letter Period: January through December 2025. The named recipient Example Party 702 has these entries: Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation Reference amount: 499.00",GIFT_RECORD "COPY FOR RECORDS: Personal gift letter Period: January through December 2025. The named recipient Example Party 703 has these entries: Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation Reference amount: 518.00",GIFT_RECORD "COPY FOR RECORDS: Personal gift letter Period: January through December 2025. The named recipient Example Party 704 has these entries: Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation Reference amount: 537.00",GIFT_RECORD "COPY FOR RECORDS: Personal gift letter Period: January through December 2025. The named recipient Example Party 705 has these entries: Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation Reference amount: 556.00",GIFT_RECORD "COPY FOR RECORDS: Personal gift letter Period: January through December 2025. The named recipient Example Party 706 has these entries: Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation Reference amount: 575.00",GIFT_RECORD "COPY FOR RECORDS: Personal gift letter Period: January through December 2025. The named recipient Example Party 707 has these entries: Family donor states transfer is a completed personal gift, with no services, sale or repayment obligation Reference amount: 594.00",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Foreign gift evidence"". The populated sections contain Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review; Reference amount: 438.00. Prepared for Example Individual 600.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Foreign gift evidence"". The populated sections contain Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review; Reference amount: 457.00. Prepared for Example Individual 601.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Foreign gift evidence"". The populated sections contain Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review; Reference amount: 476.00. Prepared for Example Individual 602.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Foreign gift evidence"". The populated sections contain Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review; Reference amount: 495.00. Prepared for Example Individual 603.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Foreign gift evidence"". The populated sections contain Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review; Reference amount: 514.00. Prepared for Example Individual 604.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Foreign gift evidence"". The populated sections contain Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review; Reference amount: 533.00. Prepared for Example Individual 605.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Foreign gift evidence"". The populated sections contain Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review; Reference amount: 552.00. Prepared for Example Individual 606.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Foreign gift evidence"". The populated sections contain Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review; Reference amount: 571.00. Prepared for Example Individual 607.",GIFT_RECORD "COPY FOR RECORDS: Foreign gift evidence Period: January through December 2025. The named recipient Example Party 700 has these entries: Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review Reference amount: 461.00",GIFT_RECORD "COPY FOR RECORDS: Foreign gift evidence Period: January through December 2025. The named recipient Example Party 701 has these entries: Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review Reference amount: 480.00",GIFT_RECORD "COPY FOR RECORDS: Foreign gift evidence Period: January through December 2025. The named recipient Example Party 702 has these entries: Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review Reference amount: 499.00",GIFT_RECORD "COPY FOR RECORDS: Foreign gift evidence Period: January through December 2025. The named recipient Example Party 703 has these entries: Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review Reference amount: 518.00",GIFT_RECORD "COPY FOR RECORDS: Foreign gift evidence Period: January through December 2025. The named recipient Example Party 704 has these entries: Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review Reference amount: 537.00",GIFT_RECORD "COPY FOR RECORDS: Foreign gift evidence Period: January through December 2025. The named recipient Example Party 705 has these entries: Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review Reference amount: 556.00",GIFT_RECORD "COPY FOR RECORDS: Foreign gift evidence Period: January through December 2025. The named recipient Example Party 706 has these entries: Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review Reference amount: 575.00",GIFT_RECORD "COPY FOR RECORDS: Foreign gift evidence Period: January through December 2025. The named recipient Example Party 707 has these entries: Letter identifies foreign donor and US recipient; no services; foreign information reporting requires specialist review Reference amount: 594.00",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Gift transfer agreement"". The populated sections contain Donor and donee identified; property transferred without consideration; gift reporting facts require review; Reference amount: 438.00. Prepared for Example Individual 600.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Gift transfer agreement"". The populated sections contain Donor and donee identified; property transferred without consideration; gift reporting facts require review; Reference amount: 457.00. Prepared for Example Individual 601.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Gift transfer agreement"". The populated sections contain Donor and donee identified; property transferred without consideration; gift reporting facts require review; Reference amount: 476.00. Prepared for Example Individual 602.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Gift transfer agreement"". The populated sections contain Donor and donee identified; property transferred without consideration; gift reporting facts require review; Reference amount: 495.00. Prepared for Example Individual 603.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Gift transfer agreement"". The populated sections contain Donor and donee identified; property transferred without consideration; gift reporting facts require review; Reference amount: 514.00. Prepared for Example Individual 604.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Gift transfer agreement"". The populated sections contain Donor and donee identified; property transferred without consideration; gift reporting facts require review; Reference amount: 533.00. Prepared for Example Individual 605.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Gift transfer agreement"". The populated sections contain Donor and donee identified; property transferred without consideration; gift reporting facts require review; Reference amount: 552.00. Prepared for Example Individual 606.",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Gift transfer agreement"". The populated sections contain Donor and donee identified; property transferred without consideration; gift reporting facts require review; Reference amount: 571.00. Prepared for Example Individual 607.",GIFT_RECORD "COPY FOR RECORDS: Gift transfer agreement Period: January through December 2025. The named recipient Example Party 700 has these entries: Donor and donee identified; property transferred without consideration; gift reporting facts require review Reference amount: 461.00",GIFT_RECORD "COPY FOR RECORDS: Gift transfer agreement Period: January through December 2025. The named recipient Example Party 701 has these entries: Donor and donee identified; property transferred without consideration; gift reporting facts require review Reference amount: 480.00",GIFT_RECORD "COPY FOR RECORDS: Gift transfer agreement Period: January through December 2025. The named recipient Example Party 702 has these entries: Donor and donee identified; property transferred without consideration; gift reporting facts require review Reference amount: 499.00",GIFT_RECORD "COPY FOR RECORDS: Gift transfer agreement Period: January through December 2025. The named recipient Example Party 703 has these entries: Donor and donee identified; property transferred without consideration; gift reporting facts require review Reference amount: 518.00",GIFT_RECORD "COPY FOR RECORDS: Gift transfer agreement Period: January through December 2025. The named recipient Example Party 704 has these entries: Donor and donee identified; property transferred without consideration; gift reporting facts require review Reference amount: 537.00",GIFT_RECORD "COPY FOR RECORDS: Gift transfer agreement Period: January through December 2025. The named recipient Example Party 705 has these entries: Donor and donee identified; property transferred without consideration; gift reporting facts require review Reference amount: 556.00",GIFT_RECORD "COPY FOR RECORDS: Gift transfer agreement Period: January through December 2025. The named recipient Example Party 706 has these entries: Donor and donee identified; property transferred without consideration; gift reporting facts require review Reference amount: 575.00",GIFT_RECORD "COPY FOR RECORDS: Gift transfer agreement Period: January through December 2025. The named recipient Example Party 707 has these entries: Donor and donee identified; property transferred without consideration; gift reporting facts require review Reference amount: 594.00",GIFT_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Credit card account statement"". The populated sections contain Purchases, payments and merchant credits are reported separately; no income tax form is enclosed; Reference amount: 438.00. Prepared for Example Individual 600.",CREDIT_CARD_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Credit card account statement"". The populated sections contain Purchases, payments and merchant credits are reported separately; no income tax form is enclosed; Reference amount: 457.00. Prepared for Example Individual 601.",CREDIT_CARD_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Credit card account statement"". The populated sections contain Purchases, payments and merchant credits are reported separately; no income tax form is enclosed; Reference amount: 476.00. Prepared for Example Individual 602.",CREDIT_CARD_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Credit card account statement"". The populated sections contain Purchases, payments and merchant credits are reported separately; no income tax form is enclosed; Reference amount: 495.00. Prepared for Example Individual 603.",CREDIT_CARD_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Credit card account statement"". The populated sections contain Purchases, payments and merchant credits are reported separately; no income tax form is enclosed; Reference amount: 514.00. Prepared for Example Individual 604.",CREDIT_CARD_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Credit card account statement"". The populated sections contain Purchases, payments and merchant credits are reported separately; no income tax form is enclosed; Reference amount: 533.00. Prepared for Example Individual 605.",CREDIT_CARD_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Credit card account statement"". The populated sections contain Purchases, payments and merchant credits are reported separately; no income tax form is enclosed; Reference amount: 552.00. Prepared for Example Individual 606.",CREDIT_CARD_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Credit card account statement"". The populated sections contain Purchases, payments and merchant credits are reported separately; no income tax form is enclosed; Reference amount: 571.00. Prepared for Example Individual 607.",CREDIT_CARD_STATEMENT "COPY FOR RECORDS: Credit card account statement Period: January through December 2025. The named recipient Example Party 700 has these entries: Purchases, payments and merchant credits are reported separately; no income tax form is enclosed Reference amount: 461.00",CREDIT_CARD_STATEMENT "COPY FOR RECORDS: Credit card account statement Period: January through December 2025. The named recipient Example Party 701 has these entries: Purchases, payments and merchant credits are reported separately; no income tax form is enclosed Reference amount: 480.00",CREDIT_CARD_STATEMENT "COPY FOR RECORDS: Credit card account statement Period: January through December 2025. The named recipient Example Party 702 has these entries: Purchases, payments and merchant credits are reported separately; no income tax form is enclosed Reference amount: 499.00",CREDIT_CARD_STATEMENT "COPY FOR RECORDS: Credit card account statement Period: January through December 2025. The named recipient Example Party 703 has these entries: Purchases, payments and merchant credits are reported separately; no income tax form is enclosed Reference amount: 518.00",CREDIT_CARD_STATEMENT "COPY FOR RECORDS: Credit card account statement Period: January through December 2025. The named recipient Example Party 704 has these entries: Purchases, payments and merchant credits are reported separately; no income tax form is enclosed Reference amount: 537.00",CREDIT_CARD_STATEMENT "COPY FOR RECORDS: Credit card account statement Period: January through December 2025. The named recipient Example Party 705 has these entries: Purchases, payments and merchant credits are reported separately; no income tax form is enclosed Reference amount: 556.00",CREDIT_CARD_STATEMENT "COPY FOR RECORDS: Credit card account statement Period: January through December 2025. The named recipient Example Party 706 has these entries: Purchases, payments and merchant credits are reported separately; no income tax form is enclosed Reference amount: 575.00",CREDIT_CARD_STATEMENT "COPY FOR RECORDS: Credit card account statement Period: January through December 2025. The named recipient Example Party 707 has these entries: Purchases, payments and merchant credits are reported separately; no income tax form is enclosed Reference amount: 594.00",CREDIT_CARD_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Checking account activity"". The populated sections contain Deposits and withdrawals shown; account ownership and source direction convention printed; Reference amount: 438.00. Prepared for Example Individual 600.",BANK_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Checking account activity"". The populated sections contain Deposits and withdrawals shown; account ownership and source direction convention printed; Reference amount: 457.00. Prepared for Example Individual 601.",BANK_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Checking account activity"". The populated sections contain Deposits and withdrawals shown; account ownership and source direction convention printed; Reference amount: 476.00. Prepared for Example Individual 602.",BANK_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Checking account activity"". The populated sections contain Deposits and withdrawals shown; account ownership and source direction convention printed; Reference amount: 495.00. Prepared for Example Individual 603.",BANK_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Checking account activity"". The populated sections contain Deposits and withdrawals shown; account ownership and source direction convention printed; Reference amount: 514.00. Prepared for Example Individual 604.",BANK_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Checking account activity"". The populated sections contain Deposits and withdrawals shown; account ownership and source direction convention printed; Reference amount: 533.00. Prepared for Example Individual 605.",BANK_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Checking account activity"". The populated sections contain Deposits and withdrawals shown; account ownership and source direction convention printed; Reference amount: 552.00. Prepared for Example Individual 606.",BANK_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Checking account activity"". The populated sections contain Deposits and withdrawals shown; account ownership and source direction convention printed; Reference amount: 571.00. Prepared for Example Individual 607.",BANK_STATEMENT "COPY FOR RECORDS: Checking account activity Period: January through December 2025. The named recipient Example Party 700 has these entries: Deposits and withdrawals shown; account ownership and source direction convention printed Reference amount: 461.00",BANK_STATEMENT "COPY FOR RECORDS: Checking account activity Period: January through December 2025. The named recipient Example Party 701 has these entries: Deposits and withdrawals shown; account ownership and source direction convention printed Reference amount: 480.00",BANK_STATEMENT "COPY FOR RECORDS: Checking account activity Period: January through December 2025. The named recipient Example Party 702 has these entries: Deposits and withdrawals shown; account ownership and source direction convention printed Reference amount: 499.00",BANK_STATEMENT "COPY FOR RECORDS: Checking account activity Period: January through December 2025. The named recipient Example Party 703 has these entries: Deposits and withdrawals shown; account ownership and source direction convention printed Reference amount: 518.00",BANK_STATEMENT "COPY FOR RECORDS: Checking account activity Period: January through December 2025. The named recipient Example Party 704 has these entries: Deposits and withdrawals shown; account ownership and source direction convention printed Reference amount: 537.00",BANK_STATEMENT "COPY FOR RECORDS: Checking account activity Period: January through December 2025. The named recipient Example Party 705 has these entries: Deposits and withdrawals shown; account ownership and source direction convention printed Reference amount: 556.00",BANK_STATEMENT "COPY FOR RECORDS: Checking account activity Period: January through December 2025. The named recipient Example Party 706 has these entries: Deposits and withdrawals shown; account ownership and source direction convention printed Reference amount: 575.00",BANK_STATEMENT "COPY FOR RECORDS: Checking account activity Period: January through December 2025. The named recipient Example Party 707 has these entries: Deposits and withdrawals shown; account ownership and source direction convention printed Reference amount: 594.00",BANK_STATEMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Retail purchase receipt"". The populated sections contain Goods purchased for personal use; paid by card; seller and purchase amount shown; Reference amount: 438.00. Prepared for Example Individual 600.",PURCHASE_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Retail purchase receipt"". The populated sections contain Goods purchased for personal use; paid by card; seller and purchase amount shown; Reference amount: 457.00. Prepared for Example Individual 601.",PURCHASE_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Retail purchase receipt"". The populated sections contain Goods purchased for personal use; paid by card; seller and purchase amount shown; Reference amount: 476.00. Prepared for Example Individual 602.",PURCHASE_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Retail purchase receipt"". The populated sections contain Goods purchased for personal use; paid by card; seller and purchase amount shown; Reference amount: 495.00. Prepared for Example Individual 603.",PURCHASE_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Retail purchase receipt"". The populated sections contain Goods purchased for personal use; paid by card; seller and purchase amount shown; Reference amount: 514.00. Prepared for Example Individual 604.",PURCHASE_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Retail purchase receipt"". The populated sections contain Goods purchased for personal use; paid by card; seller and purchase amount shown; Reference amount: 533.00. Prepared for Example Individual 605.",PURCHASE_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Retail purchase receipt"". The populated sections contain Goods purchased for personal use; paid by card; seller and purchase amount shown; Reference amount: 552.00. Prepared for Example Individual 606.",PURCHASE_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Retail purchase receipt"". The populated sections contain Goods purchased for personal use; paid by card; seller and purchase amount shown; Reference amount: 571.00. Prepared for Example Individual 607.",PURCHASE_RECEIPT "COPY FOR RECORDS: Retail purchase receipt Period: January through December 2025. The named recipient Example Party 700 has these entries: Goods purchased for personal use; paid by card; seller and purchase amount shown Reference amount: 461.00",PURCHASE_RECEIPT "COPY FOR RECORDS: Retail purchase receipt Period: January through December 2025. The named recipient Example Party 701 has these entries: Goods purchased for personal use; paid by card; seller and purchase amount shown Reference amount: 480.00",PURCHASE_RECEIPT "COPY FOR RECORDS: Retail purchase receipt Period: January through December 2025. The named recipient Example Party 702 has these entries: Goods purchased for personal use; paid by card; seller and purchase amount shown Reference amount: 499.00",PURCHASE_RECEIPT "COPY FOR RECORDS: Retail purchase receipt Period: January through December 2025. The named recipient Example Party 703 has these entries: Goods purchased for personal use; paid by card; seller and purchase amount shown Reference amount: 518.00",PURCHASE_RECEIPT "COPY FOR RECORDS: Retail purchase receipt Period: January through December 2025. The named recipient Example Party 704 has these entries: Goods purchased for personal use; paid by card; seller and purchase amount shown Reference amount: 537.00",PURCHASE_RECEIPT "COPY FOR RECORDS: Retail purchase receipt Period: January through December 2025. The named recipient Example Party 705 has these entries: Goods purchased for personal use; paid by card; seller and purchase amount shown Reference amount: 556.00",PURCHASE_RECEIPT "COPY FOR RECORDS: Retail purchase receipt Period: January through December 2025. The named recipient Example Party 706 has these entries: Goods purchased for personal use; paid by card; seller and purchase amount shown Reference amount: 575.00",PURCHASE_RECEIPT "COPY FOR RECORDS: Retail purchase receipt Period: January through December 2025. The named recipient Example Party 707 has these entries: Goods purchased for personal use; paid by card; seller and purchase amount shown Reference amount: 594.00",PURCHASE_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Charitable pledge reminder"". The populated sections contain Promise of a future contribution; payment has not been received; Reference amount: 438.00. Prepared for Example Individual 600.",PLEDGE_NOTICE "RECORD SUMMARY Covered tax year 2025; entitled ""Charitable pledge reminder"". The populated sections contain Promise of a future contribution; payment has not been received; Reference amount: 457.00. Prepared for Example Individual 601.",PLEDGE_NOTICE "RECORD SUMMARY Covered tax year 2025; entitled ""Charitable pledge reminder"". The populated sections contain Promise of a future contribution; payment has not been received; Reference amount: 476.00. Prepared for Example Individual 602.",PLEDGE_NOTICE "RECORD SUMMARY Covered tax year 2025; entitled ""Charitable pledge reminder"". The populated sections contain Promise of a future contribution; payment has not been received; Reference amount: 495.00. Prepared for Example Individual 603.",PLEDGE_NOTICE "RECORD SUMMARY Covered tax year 2025; entitled ""Charitable pledge reminder"". The populated sections contain Promise of a future contribution; payment has not been received; Reference amount: 514.00. Prepared for Example Individual 604.",PLEDGE_NOTICE "RECORD SUMMARY Covered tax year 2025; entitled ""Charitable pledge reminder"". The populated sections contain Promise of a future contribution; payment has not been received; Reference amount: 533.00. Prepared for Example Individual 605.",PLEDGE_NOTICE "RECORD SUMMARY Covered tax year 2025; entitled ""Charitable pledge reminder"". The populated sections contain Promise of a future contribution; payment has not been received; Reference amount: 552.00. Prepared for Example Individual 606.",PLEDGE_NOTICE "RECORD SUMMARY Covered tax year 2025; entitled ""Charitable pledge reminder"". The populated sections contain Promise of a future contribution; payment has not been received; Reference amount: 571.00. Prepared for Example Individual 607.",PLEDGE_NOTICE "COPY FOR RECORDS: Charitable pledge reminder Period: January through December 2025. The named recipient Example Party 700 has these entries: Promise of a future contribution; payment has not been received Reference amount: 461.00",PLEDGE_NOTICE "COPY FOR RECORDS: Charitable pledge reminder Period: January through December 2025. The named recipient Example Party 701 has these entries: Promise of a future contribution; payment has not been received Reference amount: 480.00",PLEDGE_NOTICE "COPY FOR RECORDS: Charitable pledge reminder Period: January through December 2025. The named recipient Example Party 702 has these entries: Promise of a future contribution; payment has not been received Reference amount: 499.00",PLEDGE_NOTICE "COPY FOR RECORDS: Charitable pledge reminder Period: January through December 2025. The named recipient Example Party 703 has these entries: Promise of a future contribution; payment has not been received Reference amount: 518.00",PLEDGE_NOTICE "COPY FOR RECORDS: Charitable pledge reminder Period: January through December 2025. The named recipient Example Party 704 has these entries: Promise of a future contribution; payment has not been received Reference amount: 537.00",PLEDGE_NOTICE "COPY FOR RECORDS: Charitable pledge reminder Period: January through December 2025. The named recipient Example Party 705 has these entries: Promise of a future contribution; payment has not been received Reference amount: 556.00",PLEDGE_NOTICE "COPY FOR RECORDS: Charitable pledge reminder Period: January through December 2025. The named recipient Example Party 706 has these entries: Promise of a future contribution; payment has not been received Reference amount: 575.00",PLEDGE_NOTICE "COPY FOR RECORDS: Charitable pledge reminder Period: January through December 2025. The named recipient Example Party 707 has these entries: Promise of a future contribution; payment has not been received Reference amount: 594.00",PLEDGE_NOTICE "RECORD SUMMARY Covered tax year 2025; entitled ""Blank tax form instructions"". The populated sections contain General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation; Reference amount: 438.00. Prepared for Example Individual 600.",TAX_INSTRUCTIONS "RECORD SUMMARY Covered tax year 2025; entitled ""Blank tax form instructions"". The populated sections contain General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation; Reference amount: 457.00. Prepared for Example Individual 601.",TAX_INSTRUCTIONS "RECORD SUMMARY Covered tax year 2025; entitled ""Blank tax form instructions"". The populated sections contain General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation; Reference amount: 476.00. Prepared for Example Individual 602.",TAX_INSTRUCTIONS "RECORD SUMMARY Covered tax year 2025; entitled ""Blank tax form instructions"". The populated sections contain General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation; Reference amount: 495.00. Prepared for Example Individual 603.",TAX_INSTRUCTIONS "RECORD SUMMARY Covered tax year 2025; entitled ""Blank tax form instructions"". The populated sections contain General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation; Reference amount: 514.00. Prepared for Example Individual 604.",TAX_INSTRUCTIONS "RECORD SUMMARY Covered tax year 2025; entitled ""Blank tax form instructions"". The populated sections contain General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation; Reference amount: 533.00. Prepared for Example Individual 605.",TAX_INSTRUCTIONS "RECORD SUMMARY Covered tax year 2025; entitled ""Blank tax form instructions"". The populated sections contain General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation; Reference amount: 552.00. Prepared for Example Individual 606.",TAX_INSTRUCTIONS "RECORD SUMMARY Covered tax year 2025; entitled ""Blank tax form instructions"". The populated sections contain General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation; Reference amount: 571.00. Prepared for Example Individual 607.",TAX_INSTRUCTIONS "COPY FOR RECORDS: Blank tax form instructions Period: January through December 2025. The named recipient Example Party 700 has these entries: General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation Reference amount: 461.00",TAX_INSTRUCTIONS "COPY FOR RECORDS: Blank tax form instructions Period: January through December 2025. The named recipient Example Party 701 has these entries: General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation Reference amount: 480.00",TAX_INSTRUCTIONS "COPY FOR RECORDS: Blank tax form instructions Period: January through December 2025. The named recipient Example Party 702 has these entries: General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation Reference amount: 499.00",TAX_INSTRUCTIONS "COPY FOR RECORDS: Blank tax form instructions Period: January through December 2025. The named recipient Example Party 703 has these entries: General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation Reference amount: 518.00",TAX_INSTRUCTIONS "COPY FOR RECORDS: Blank tax form instructions Period: January through December 2025. The named recipient Example Party 704 has these entries: General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation Reference amount: 537.00",TAX_INSTRUCTIONS "COPY FOR RECORDS: Blank tax form instructions Period: January through December 2025. The named recipient Example Party 705 has these entries: General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation Reference amount: 556.00",TAX_INSTRUCTIONS "COPY FOR RECORDS: Blank tax form instructions Period: January through December 2025. The named recipient Example Party 706 has these entries: General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation Reference amount: 575.00",TAX_INSTRUCTIONS "COPY FOR RECORDS: Blank tax form instructions Period: January through December 2025. The named recipient Example Party 707 has these entries: General directions mentioning W-2 and 1099-NEC; no completed payer statement or reported compensation Reference amount: 594.00",TAX_INSTRUCTIONS "RECORD SUMMARY Covered tax year 2025; entitled ""Donation appeal"". The populated sections contain Request for future support; no completed donation or donor acknowledgment; Reference amount: 438.00. Prepared for Example Individual 600.",DONATION_APPEAL "RECORD SUMMARY Covered tax year 2025; entitled ""Donation appeal"". The populated sections contain Request for future support; no completed donation or donor acknowledgment; Reference amount: 457.00. Prepared for Example Individual 601.",DONATION_APPEAL "RECORD SUMMARY Covered tax year 2025; entitled ""Donation appeal"". The populated sections contain Request for future support; no completed donation or donor acknowledgment; Reference amount: 476.00. Prepared for Example Individual 602.",DONATION_APPEAL "RECORD SUMMARY Covered tax year 2025; entitled ""Donation appeal"". The populated sections contain Request for future support; no completed donation or donor acknowledgment; Reference amount: 495.00. Prepared for Example Individual 603.",DONATION_APPEAL "RECORD SUMMARY Covered tax year 2025; entitled ""Donation appeal"". The populated sections contain Request for future support; no completed donation or donor acknowledgment; Reference amount: 514.00. Prepared for Example Individual 604.",DONATION_APPEAL "RECORD SUMMARY Covered tax year 2025; entitled ""Donation appeal"". The populated sections contain Request for future support; no completed donation or donor acknowledgment; Reference amount: 533.00. Prepared for Example Individual 605.",DONATION_APPEAL "RECORD SUMMARY Covered tax year 2025; entitled ""Donation appeal"". The populated sections contain Request for future support; no completed donation or donor acknowledgment; Reference amount: 552.00. Prepared for Example Individual 606.",DONATION_APPEAL "RECORD SUMMARY Covered tax year 2025; entitled ""Donation appeal"". The populated sections contain Request for future support; no completed donation or donor acknowledgment; Reference amount: 571.00. Prepared for Example Individual 607.",DONATION_APPEAL "COPY FOR RECORDS: Donation appeal Period: January through December 2025. The named recipient Example Party 700 has these entries: Request for future support; no completed donation or donor acknowledgment Reference amount: 461.00",DONATION_APPEAL "COPY FOR RECORDS: Donation appeal Period: January through December 2025. The named recipient Example Party 701 has these entries: Request for future support; no completed donation or donor acknowledgment Reference amount: 480.00",DONATION_APPEAL "COPY FOR RECORDS: Donation appeal Period: January through December 2025. The named recipient Example Party 702 has these entries: Request for future support; no completed donation or donor acknowledgment Reference amount: 499.00",DONATION_APPEAL "COPY FOR RECORDS: Donation appeal Period: January through December 2025. The named recipient Example Party 703 has these entries: Request for future support; no completed donation or donor acknowledgment Reference amount: 518.00",DONATION_APPEAL "COPY FOR RECORDS: Donation appeal Period: January through December 2025. The named recipient Example Party 704 has these entries: Request for future support; no completed donation or donor acknowledgment Reference amount: 537.00",DONATION_APPEAL "COPY FOR RECORDS: Donation appeal Period: January through December 2025. The named recipient Example Party 705 has these entries: Request for future support; no completed donation or donor acknowledgment Reference amount: 556.00",DONATION_APPEAL "COPY FOR RECORDS: Donation appeal Period: January through December 2025. The named recipient Example Party 706 has these entries: Request for future support; no completed donation or donor acknowledgment Reference amount: 575.00",DONATION_APPEAL "COPY FOR RECORDS: Donation appeal Period: January through December 2025. The named recipient Example Party 707 has these entries: Request for future support; no completed donation or donor acknowledgment Reference amount: 594.00",DONATION_APPEAL "RECORD SUMMARY Covered tax year 2025; entitled ""Fundraising dinner receipt"". The populated sections contain Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction; Reference amount: 438.00. Prepared for Example Individual 600.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Fundraising dinner receipt"". The populated sections contain Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction; Reference amount: 457.00. Prepared for Example Individual 601.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Fundraising dinner receipt"". The populated sections contain Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction; Reference amount: 476.00. Prepared for Example Individual 602.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Fundraising dinner receipt"". The populated sections contain Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction; Reference amount: 495.00. Prepared for Example Individual 603.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Fundraising dinner receipt"". The populated sections contain Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction; Reference amount: 514.00. Prepared for Example Individual 604.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Fundraising dinner receipt"". The populated sections contain Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction; Reference amount: 533.00. Prepared for Example Individual 605.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Fundraising dinner receipt"". The populated sections contain Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction; Reference amount: 552.00. Prepared for Example Individual 606.",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Fundraising dinner receipt"". The populated sections contain Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction; Reference amount: 571.00. Prepared for Example Individual 607.",DONATION_RECORD "COPY FOR RECORDS: Fundraising dinner receipt Period: January through December 2025. The named recipient Example Party 700 has these entries: Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction Reference amount: 461.00",DONATION_RECORD "COPY FOR RECORDS: Fundraising dinner receipt Period: January through December 2025. The named recipient Example Party 701 has these entries: Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction Reference amount: 480.00",DONATION_RECORD "COPY FOR RECORDS: Fundraising dinner receipt Period: January through December 2025. The named recipient Example Party 702 has these entries: Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction Reference amount: 499.00",DONATION_RECORD "COPY FOR RECORDS: Fundraising dinner receipt Period: January through December 2025. The named recipient Example Party 703 has these entries: Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction Reference amount: 518.00",DONATION_RECORD "COPY FOR RECORDS: Fundraising dinner receipt Period: January through December 2025. The named recipient Example Party 704 has these entries: Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction Reference amount: 537.00",DONATION_RECORD "COPY FOR RECORDS: Fundraising dinner receipt Period: January through December 2025. The named recipient Example Party 705 has these entries: Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction Reference amount: 556.00",DONATION_RECORD "COPY FOR RECORDS: Fundraising dinner receipt Period: January through December 2025. The named recipient Example Party 706 has these entries: Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction Reference amount: 575.00",DONATION_RECORD "COPY FOR RECORDS: Fundraising dinner receipt Period: January through December 2025. The named recipient Example Party 707 has these entries: Payment and fair value of dinner benefits separately stated; do not equate gross payment with deduction Reference amount: 594.00",DONATION_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Medical expense receipt"". The populated sections contain Patient paid for treatment; insurance reimbursement and qualified expense facts require verification; Reference amount: 438.00. Prepared for Example Individual 600.",MEDICAL_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Medical expense receipt"". The populated sections contain Patient paid for treatment; insurance reimbursement and qualified expense facts require verification; Reference amount: 457.00. Prepared for Example Individual 601.",MEDICAL_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Medical expense receipt"". The populated sections contain Patient paid for treatment; insurance reimbursement and qualified expense facts require verification; Reference amount: 476.00. Prepared for Example Individual 602.",MEDICAL_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Medical expense receipt"". The populated sections contain Patient paid for treatment; insurance reimbursement and qualified expense facts require verification; Reference amount: 495.00. Prepared for Example Individual 603.",MEDICAL_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Medical expense receipt"". The populated sections contain Patient paid for treatment; insurance reimbursement and qualified expense facts require verification; Reference amount: 514.00. Prepared for Example Individual 604.",MEDICAL_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Medical expense receipt"". The populated sections contain Patient paid for treatment; insurance reimbursement and qualified expense facts require verification; Reference amount: 533.00. Prepared for Example Individual 605.",MEDICAL_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Medical expense receipt"". The populated sections contain Patient paid for treatment; insurance reimbursement and qualified expense facts require verification; Reference amount: 552.00. Prepared for Example Individual 606.",MEDICAL_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Medical expense receipt"". The populated sections contain Patient paid for treatment; insurance reimbursement and qualified expense facts require verification; Reference amount: 571.00. Prepared for Example Individual 607.",MEDICAL_RECEIPT "COPY FOR RECORDS: Medical expense receipt Period: January through December 2025. The named recipient Example Party 700 has these entries: Patient paid for treatment; insurance reimbursement and qualified expense facts require verification Reference amount: 461.00",MEDICAL_RECEIPT "COPY FOR RECORDS: Medical expense receipt Period: January through December 2025. The named recipient Example Party 701 has these entries: Patient paid for treatment; insurance reimbursement and qualified expense facts require verification Reference amount: 480.00",MEDICAL_RECEIPT "COPY FOR RECORDS: Medical expense receipt Period: January through December 2025. The named recipient Example Party 702 has these entries: Patient paid for treatment; insurance reimbursement and qualified expense facts require verification Reference amount: 499.00",MEDICAL_RECEIPT "COPY FOR RECORDS: Medical expense receipt Period: January through December 2025. The named recipient Example Party 703 has these entries: Patient paid for treatment; insurance reimbursement and qualified expense facts require verification Reference amount: 518.00",MEDICAL_RECEIPT "COPY FOR RECORDS: Medical expense receipt Period: January through December 2025. The named recipient Example Party 704 has these entries: Patient paid for treatment; insurance reimbursement and qualified expense facts require verification Reference amount: 537.00",MEDICAL_RECEIPT "COPY FOR RECORDS: Medical expense receipt Period: January through December 2025. The named recipient Example Party 705 has these entries: Patient paid for treatment; insurance reimbursement and qualified expense facts require verification Reference amount: 556.00",MEDICAL_RECEIPT "COPY FOR RECORDS: Medical expense receipt Period: January through December 2025. The named recipient Example Party 706 has these entries: Patient paid for treatment; insurance reimbursement and qualified expense facts require verification Reference amount: 575.00",MEDICAL_RECEIPT "COPY FOR RECORDS: Medical expense receipt Period: January through December 2025. The named recipient Example Party 707 has these entries: Patient paid for treatment; insurance reimbursement and qualified expense facts require verification Reference amount: 594.00",MEDICAL_RECEIPT "RECORD SUMMARY Covered tax year 2025; entitled ""Estimated tax payment confirmation"". The populated sections contain Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher; Reference amount: 438.00. Prepared for Example Individual 600.",TAX_PAYMENT_CONFIRMATION "RECORD SUMMARY Covered tax year 2025; entitled ""Estimated tax payment confirmation"". The populated sections contain Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher; Reference amount: 457.00. Prepared for Example Individual 601.",TAX_PAYMENT_CONFIRMATION "RECORD SUMMARY Covered tax year 2025; entitled ""Estimated tax payment confirmation"". The populated sections contain Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher; Reference amount: 476.00. Prepared for Example Individual 602.",TAX_PAYMENT_CONFIRMATION "RECORD SUMMARY Covered tax year 2025; entitled ""Estimated tax payment confirmation"". The populated sections contain Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher; Reference amount: 495.00. Prepared for Example Individual 603.",TAX_PAYMENT_CONFIRMATION "RECORD SUMMARY Covered tax year 2025; entitled ""Estimated tax payment confirmation"". The populated sections contain Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher; Reference amount: 514.00. Prepared for Example Individual 604.",TAX_PAYMENT_CONFIRMATION "RECORD SUMMARY Covered tax year 2025; entitled ""Estimated tax payment confirmation"". The populated sections contain Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher; Reference amount: 533.00. Prepared for Example Individual 605.",TAX_PAYMENT_CONFIRMATION "RECORD SUMMARY Covered tax year 2025; entitled ""Estimated tax payment confirmation"". The populated sections contain Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher; Reference amount: 552.00. Prepared for Example Individual 606.",TAX_PAYMENT_CONFIRMATION "RECORD SUMMARY Covered tax year 2025; entitled ""Estimated tax payment confirmation"". The populated sections contain Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher; Reference amount: 571.00. Prepared for Example Individual 607.",TAX_PAYMENT_CONFIRMATION "COPY FOR RECORDS: Estimated tax payment confirmation Period: January through December 2025. The named recipient Example Party 700 has these entries: Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher Reference amount: 461.00",TAX_PAYMENT_CONFIRMATION "COPY FOR RECORDS: Estimated tax payment confirmation Period: January through December 2025. The named recipient Example Party 701 has these entries: Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher Reference amount: 480.00",TAX_PAYMENT_CONFIRMATION "COPY FOR RECORDS: Estimated tax payment confirmation Period: January through December 2025. The named recipient Example Party 702 has these entries: Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher Reference amount: 499.00",TAX_PAYMENT_CONFIRMATION "COPY FOR RECORDS: Estimated tax payment confirmation Period: January through December 2025. The named recipient Example Party 703 has these entries: Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher Reference amount: 518.00",TAX_PAYMENT_CONFIRMATION "COPY FOR RECORDS: Estimated tax payment confirmation Period: January through December 2025. The named recipient Example Party 704 has these entries: Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher Reference amount: 537.00",TAX_PAYMENT_CONFIRMATION "COPY FOR RECORDS: Estimated tax payment confirmation Period: January through December 2025. The named recipient Example Party 705 has these entries: Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher Reference amount: 556.00",TAX_PAYMENT_CONFIRMATION "COPY FOR RECORDS: Estimated tax payment confirmation Period: January through December 2025. The named recipient Example Party 706 has these entries: Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher Reference amount: 575.00",TAX_PAYMENT_CONFIRMATION "COPY FOR RECORDS: Estimated tax payment confirmation Period: January through December 2025. The named recipient Example Party 707 has these entries: Payment completed; tax year and federal authority identified; this is not an unsubmitted voucher Reference amount: 594.00",TAX_PAYMENT_CONFIRMATION "RECORD SUMMARY Covered tax year 2025; entitled ""Business sales ledger"". The populated sections contain Customer sales and processing fees shown separately; reconciliation needed to gross receipts; Reference amount: 438.00. Prepared for Example Individual 600.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Business sales ledger"". The populated sections contain Customer sales and processing fees shown separately; reconciliation needed to gross receipts; Reference amount: 457.00. Prepared for Example Individual 601.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Business sales ledger"". The populated sections contain Customer sales and processing fees shown separately; reconciliation needed to gross receipts; Reference amount: 476.00. Prepared for Example Individual 602.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Business sales ledger"". The populated sections contain Customer sales and processing fees shown separately; reconciliation needed to gross receipts; Reference amount: 495.00. Prepared for Example Individual 603.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Business sales ledger"". The populated sections contain Customer sales and processing fees shown separately; reconciliation needed to gross receipts; Reference amount: 514.00. Prepared for Example Individual 604.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Business sales ledger"". The populated sections contain Customer sales and processing fees shown separately; reconciliation needed to gross receipts; Reference amount: 533.00. Prepared for Example Individual 605.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Business sales ledger"". The populated sections contain Customer sales and processing fees shown separately; reconciliation needed to gross receipts; Reference amount: 552.00. Prepared for Example Individual 606.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Business sales ledger"". The populated sections contain Customer sales and processing fees shown separately; reconciliation needed to gross receipts; Reference amount: 571.00. Prepared for Example Individual 607.",BUSINESS_RECORD "COPY FOR RECORDS: Business sales ledger Period: January through December 2025. The named recipient Example Party 700 has these entries: Customer sales and processing fees shown separately; reconciliation needed to gross receipts Reference amount: 461.00",BUSINESS_RECORD "COPY FOR RECORDS: Business sales ledger Period: January through December 2025. The named recipient Example Party 701 has these entries: Customer sales and processing fees shown separately; reconciliation needed to gross receipts Reference amount: 480.00",BUSINESS_RECORD "COPY FOR RECORDS: Business sales ledger Period: January through December 2025. The named recipient Example Party 702 has these entries: Customer sales and processing fees shown separately; reconciliation needed to gross receipts Reference amount: 499.00",BUSINESS_RECORD "COPY FOR RECORDS: Business sales ledger Period: January through December 2025. The named recipient Example Party 703 has these entries: Customer sales and processing fees shown separately; reconciliation needed to gross receipts Reference amount: 518.00",BUSINESS_RECORD "COPY FOR RECORDS: Business sales ledger Period: January through December 2025. The named recipient Example Party 704 has these entries: Customer sales and processing fees shown separately; reconciliation needed to gross receipts Reference amount: 537.00",BUSINESS_RECORD "COPY FOR RECORDS: Business sales ledger Period: January through December 2025. The named recipient Example Party 705 has these entries: Customer sales and processing fees shown separately; reconciliation needed to gross receipts Reference amount: 556.00",BUSINESS_RECORD "COPY FOR RECORDS: Business sales ledger Period: January through December 2025. The named recipient Example Party 706 has these entries: Customer sales and processing fees shown separately; reconciliation needed to gross receipts Reference amount: 575.00",BUSINESS_RECORD "COPY FOR RECORDS: Business sales ledger Period: January through December 2025. The named recipient Example Party 707 has these entries: Customer sales and processing fees shown separately; reconciliation needed to gross receipts Reference amount: 594.00",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Rental property income record"". The populated sections contain Tenant rent and security deposit listed separately; expense records attached; Reference amount: 438.00. Prepared for Example Individual 600.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Rental property income record"". The populated sections contain Tenant rent and security deposit listed separately; expense records attached; Reference amount: 457.00. Prepared for Example Individual 601.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Rental property income record"". The populated sections contain Tenant rent and security deposit listed separately; expense records attached; Reference amount: 476.00. Prepared for Example Individual 602.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Rental property income record"". The populated sections contain Tenant rent and security deposit listed separately; expense records attached; Reference amount: 495.00. Prepared for Example Individual 603.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Rental property income record"". The populated sections contain Tenant rent and security deposit listed separately; expense records attached; Reference amount: 514.00. Prepared for Example Individual 604.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Rental property income record"". The populated sections contain Tenant rent and security deposit listed separately; expense records attached; Reference amount: 533.00. Prepared for Example Individual 605.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Rental property income record"". The populated sections contain Tenant rent and security deposit listed separately; expense records attached; Reference amount: 552.00. Prepared for Example Individual 606.",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Rental property income record"". The populated sections contain Tenant rent and security deposit listed separately; expense records attached; Reference amount: 571.00. Prepared for Example Individual 607.",BUSINESS_RECORD "COPY FOR RECORDS: Rental property income record Period: January through December 2025. The named recipient Example Party 700 has these entries: Tenant rent and security deposit listed separately; expense records attached Reference amount: 461.00",BUSINESS_RECORD "COPY FOR RECORDS: Rental property income record Period: January through December 2025. The named recipient Example Party 701 has these entries: Tenant rent and security deposit listed separately; expense records attached Reference amount: 480.00",BUSINESS_RECORD "COPY FOR RECORDS: Rental property income record Period: January through December 2025. The named recipient Example Party 702 has these entries: Tenant rent and security deposit listed separately; expense records attached Reference amount: 499.00",BUSINESS_RECORD "COPY FOR RECORDS: Rental property income record Period: January through December 2025. The named recipient Example Party 703 has these entries: Tenant rent and security deposit listed separately; expense records attached Reference amount: 518.00",BUSINESS_RECORD "COPY FOR RECORDS: Rental property income record Period: January through December 2025. The named recipient Example Party 704 has these entries: Tenant rent and security deposit listed separately; expense records attached Reference amount: 537.00",BUSINESS_RECORD "COPY FOR RECORDS: Rental property income record Period: January through December 2025. The named recipient Example Party 705 has these entries: Tenant rent and security deposit listed separately; expense records attached Reference amount: 556.00",BUSINESS_RECORD "COPY FOR RECORDS: Rental property income record Period: January through December 2025. The named recipient Example Party 706 has these entries: Tenant rent and security deposit listed separately; expense records attached Reference amount: 575.00",BUSINESS_RECORD "COPY FOR RECORDS: Rental property income record Period: January through December 2025. The named recipient Example Party 707 has these entries: Tenant rent and security deposit listed separately; expense records attached Reference amount: 594.00",BUSINESS_RECORD "RECORD SUMMARY Covered tax year 2025; entitled ""Illegible record fragment"". The populated sections contain Unusable cropped fragment; document title and tax year cannot be read; Reference amount: 438.00. Prepared for Example Individual 600.",UNKNOWN_DOCUMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Illegible record fragment"". The populated sections contain Unusable cropped fragment; document title and tax year cannot be read; Reference amount: 457.00. Prepared for Example Individual 601.",UNKNOWN_DOCUMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Illegible record fragment"". The populated sections contain Unusable cropped fragment; document title and tax year cannot be read; Reference amount: 476.00. Prepared for Example Individual 602.",UNKNOWN_DOCUMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Illegible record fragment"". The populated sections contain Unusable cropped fragment; document title and tax year cannot be read; Reference amount: 495.00. Prepared for Example Individual 603.",UNKNOWN_DOCUMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Illegible record fragment"". The populated sections contain Unusable cropped fragment; document title and tax year cannot be read; Reference amount: 514.00. Prepared for Example Individual 604.",UNKNOWN_DOCUMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Illegible record fragment"". The populated sections contain Unusable cropped fragment; document title and tax year cannot be read; Reference amount: 533.00. Prepared for Example Individual 605.",UNKNOWN_DOCUMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Illegible record fragment"". The populated sections contain Unusable cropped fragment; document title and tax year cannot be read; Reference amount: 552.00. Prepared for Example Individual 606.",UNKNOWN_DOCUMENT "RECORD SUMMARY Covered tax year 2025; entitled ""Illegible record fragment"". The populated sections contain Unusable cropped fragment; document title and tax year cannot be read; Reference amount: 571.00. Prepared for Example Individual 607.",UNKNOWN_DOCUMENT "COPY FOR RECORDS: Illegible record fragment Period: January through December 2025. The named recipient Example Party 700 has these entries: Unusable cropped fragment; document title and tax year cannot be read Reference amount: 461.00",UNKNOWN_DOCUMENT "COPY FOR RECORDS: Illegible record fragment Period: January through December 2025. The named recipient Example Party 701 has these entries: Unusable cropped fragment; document title and tax year cannot be read Reference amount: 480.00",UNKNOWN_DOCUMENT "COPY FOR RECORDS: Illegible record fragment Period: January through December 2025. The named recipient Example Party 702 has these entries: Unusable cropped fragment; document title and tax year cannot be read Reference amount: 499.00",UNKNOWN_DOCUMENT "COPY FOR RECORDS: Illegible record fragment Period: January through December 2025. The named recipient Example Party 703 has these entries: Unusable cropped fragment; document title and tax year cannot be read Reference amount: 518.00",UNKNOWN_DOCUMENT "COPY FOR RECORDS: Illegible record fragment Period: January through December 2025. The named recipient Example Party 704 has these entries: Unusable cropped fragment; document title and tax year cannot be read Reference amount: 537.00",UNKNOWN_DOCUMENT "COPY FOR RECORDS: Illegible record fragment Period: January through December 2025. The named recipient Example Party 705 has these entries: Unusable cropped fragment; document title and tax year cannot be read Reference amount: 556.00",UNKNOWN_DOCUMENT "COPY FOR RECORDS: Illegible record fragment Period: January through December 2025. The named recipient Example Party 706 has these entries: Unusable cropped fragment; document title and tax year cannot be read Reference amount: 575.00",UNKNOWN_DOCUMENT "COPY FOR RECORDS: Illegible record fragment Period: January through December 2025. The named recipient Example Party 707 has these entries: Unusable cropped fragment; document title and tax year cannot be read Reference amount: 594.00",UNKNOWN_DOCUMENT "CORRECTED (if checked) Form 1040 U.S. Individual Income Tax Return OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service Your first name and middle initial Last name Hiro J. Tanaka Home address (number and street) 6808 Willow Bend Way Riverton, WI 62146 Your social security number ***-**-6403 Filing Status 1a Total amount from Form(s) W-2, box 1 $52,539.35 2b Taxable interest $5,207.34 3b Ordinary dividends 5,433.17 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 92,034.98 12 Standard deduction or itemized deductions (from Schedule A) $87,197.01 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income $58,219.17 33 Add lines 25d, 26, and 32. These are your total payments 6,970.02 Department of the Treasury - Internal Revenue Service Form 1040 (keep for your records) www.irs.gov/Form1040",1040 "Form 1040 U.S. Individual Income Tax Return 2024 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service IRS Use Only—Do not write or staple in this space. Your first name and middle initial Last name Amara Brennan Home address (number and street) 7361 Prairie Ave Testville, IL 76667 Your social security number XXXXX2348 Filing Status 1a Total amount from Form(s) W-2, box 1 35,247.87 2b Taxable interest 1,327.58 3b Ordinary dividends $8,561.99 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income $132,170.41 11 Subtract line 10 from line 9. This is your adjusted gross income $86,776.58 12 Standard deduction or itemized deductions (from Schedule A) 34,405.46 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income $113,010.02 24 Add lines 22 and 23. This is your total tax $248.60 33 Add lines 25d, 26, and 32. These are your total payments $1,971.51 37 Subtract line 33 from line 24. This is the amount you owe 3,063.29",1040 "Form 1040 U.S. Individual Income Tax Return 2023 OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space. Your first name and middle initial Last name Avery M. Haddad Home address (number and street) 2981 Cedar Ln Brookhaven, PA 21777 Your social security number ****4200 Filing Status 1a Total amount from Form(s) W-2, box 1 $42,100.01 2b Taxable interest 6,605.99 3b Ordinary dividends 6,149.98 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 22,689.38 11 Subtract line 10 from line 9. This is your adjusted gross income $11,255.05 12 Standard deduction or itemized deductions (from Schedule A) 13,646.77 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income $100,862.05 24 Add lines 22 and 23. This is your total tax $3,400.78 33 Add lines 25d, 26, and 32. These are your total payments 6,329.29 37 Subtract line 33 from line 24. This is the amount you owe $5,552.70 Department of the Treasury - Internal Revenue Service Form 1040 (keep for your records) www.irs.gov/Form1040",1040 "CORRECTED (if checked) Form 1040 U.S. Individual Income Tax Retum For calendar year 2022 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service IRS Use Only—Do not write or stap1e in this space. Your first name and middle initial Last name Alex B. Testcase Home address (number and street) 167O Oak Hollow Ct Brookhaven, PA 81587 Your socia1 security number XXXXX5374 Filing 5tatus 1a Total amount from Form(s) W-2, box 1 2,565.58 2b Taxable interest $5,230.78 3b Ordinary dividends 7,542.65 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 36,594.54 11 Subtract line 10 from 1ine 9. This is your adjusted gross íncome 5,050.53 15 5ubtract líne 14 from line 11. If zero or less, enter -0-. This is your taxable income 96,469.46 24 Addlincs 22 and 23. This is your total tax $4,352.96 33 Addlines 25d, 26, and 32. These are your total payments $6,649.01 37 Subtract line 33from line 24. Thisis the amount you owe 1,419.41",1040 "Form 1040 U.S. Individual Income Tax Return For calendar year 2025 Department of the Treasury—Internal Revenue Service IRS Use Only—Do not write or staple in this space. Your first name and middle initial Last name Diego Larsen Home address (number and street) 2682 Prairie Ave Bayside, WA 43881 Your social security number ***-**-4727 Filing Status 1a Total amount from Form(s) W-2, box 1 $121,702.25 3b Ordinary dividends 1,299.71 11 Subtract line 10 from line 9. This is your adjusted gross income $14,442.06 12 Standard deduction or itemized deductions (from Schedule A) 60,090.59 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 115,827.83 24 Add lines 22 and 23. This is your total tax $7,117.18 33 Add lines 25d, 26, and 32. These are your total payments 5,139.63 Department of the Treasury - Internal Revenue Service Form 1040 (keep for your records) www.irs.gov/Form1040",1040 "2023 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service IRS Use Only—Do not write or staple in this space. Your first name and middle initial Last name Jordan Castillo Home address (number and street) 466 Oak Hollow Ct Testville, IL 77796 Your social security number XXXXX3028 Filing Status 1a Total amount from Form(s) W-2, box 1 $119,769.38 2b Taxable interest 4,077.18 3b Ordinary dividends $7,978.00 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 60,068.11 11 Subtract line 10 from line 9. This is your adjusted gross income 117,741.27 12 Standard deduction or itemized deductions (from Schedule A) $72,863.86 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 66,307.41 24 Add lines 22 and 23. This is your total tax $557.39 33 Add lines 25d, 26, and 32. These are your total payments 6,715.87 37 Subtract line 33 from line 24. This is the amount you owe $2,179.83 Department of the Treasury - Internal Revenue Service Form 1040 U.S. Individual Income Tax Return Form 1040 (keep for your records) www.irs.gov/Form1040",1040 "Form 1040 U.S. Individual Income Tax Return Name: Kwame Kowalski 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income $79,238.10",1040 "Form 1040 U.S. Individual Income Tax Return 2022 OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space. Your first name and middle initial Last name Morgan Patel Home address (number and street) 163 Oak Hollow Ct Oak Grove, TX 64269 Your social security number ****9882 Filing Status 1a Total amount from Form(s) W-2, box 1 $60,370.49 2b Taxable interest 740.63 3b Ordinary dividends $7,989.56 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 133,719.53 11 Subtract line 10 from line 9. This is your adjusted gross income 41,851.48 12 Standard deduction or itemized deductions (from Schedule A) 28,872.01 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income $82,772.99 24 Add lines 22 and 23. This is your total tax $6,353.94 33 Add lines 25d, 26, and 32. These are your total payments 3,124.08 37 Subtract line 33 from line 24. This is the amount you owe $8,952.62",1040 "Form 1040 U.S. Individual Income Tax Return 2022 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service IRS Use Only—Do not write or staple in this space. Your first name and middle initial Last name Sofia K. Tanaka Home address (number and street) 5382 Sample Street Fairview, OH 33949 Your social security number ***-**-1023 Filing Status 1a Total amount from Form(s) W-2, box 1 $121,500.18 3b Ordinary dividends 2,345.65 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income $111,794.14 11 Subtract line 10 from line 9. This is your adjusted gross income $27,134.81 12 Standard deduction or itemized deductions (from Schedule A) 82,601.69 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 56,012.36 24 Add lines 22 and 23. This is your total tax 4,568.22",1040 "2022 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service Your first name and middle initial Last name Casey Fischer Home address (number and street) 6184 Harbor View Rd Brookhaven, PA 22710 Your social security number XXXXX6263 Filing Status 1a Total amount from Form(s) W-2, box 1 $85,298.25 2b Taxable interest 8,857.66 3b Ordinary dividends 1,030.79 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 122,516.51 11 Subtract line 10 from line 9. This is your adjusted gross income $84,688.30 12 Standard deduction or itemized deductions (from Schedule A) 118,295.96 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 41,459.67 24 Add lines 22 and 23. This is your total tax 3,635.88 33 Add lines 25d, 26, and 32. These are your total payments $625.75 Department of the Treasury - Internal Revenue Service Form 1040 U.S. Individual Income Tax Return Form 1040 (keep for your records) www.irs.gov/Form1040",1040 "Form 1040 U.S. Individua1 Income Tax Return 2021 Name: Amara Patel 11 Subtract line 10from line 9. This is your adjusted gross income 11,917.42 2b Taxable interest S5,342.52 24 Add lines 22 and 23. This is your tota1 tax $4,179.12 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 70,561.99",1040 "For calendar year 2022 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service Your first name and middle initial Last name Alex Nguyen Home address (number and street) 2669 Lakeshore Blvd Fairview, OH 84523 Your social security number ending in 7272 Filing Status 1a Total amount from Form(s) W-2, box 1 $30,936.07 2b Taxable interest 7,792.07 3b Ordinary dividends $3,748.07 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income $94,073.50 11 Subtract line 10 from line 9. This is your adjusted gross income $3,488.38 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income $97,732.46 24 Add lines 22 and 23. This is your total tax 9,214.69 33 Add lines 25d, 26, and 32. These are your total payments 4,332.92 37 Subtract line 33 from line 24. This is the amount you owe $5,296.75 Department of the Treasury - Internal Revenue Service",1040 "2023 OMB No. 1545-0074 Your first name and middle initial Last name Jordan Adeyemi Home address (number and street) 6731 Lakeshore Blvd Testville, IL 20140 Your social security number ***-**-4209 Filing Status 1a Total amount from Form(s) W-2, box 1 136,038.18 2b Taxable interest $4,028.64 3b Ordinary dividends $4,956.53 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 32,924.01 11 Subtract line 10 from line 9. This is your adjusted gross income 96,547.94 12 Standard deduction or itemized deductions (from Schedule A) 117,257.71 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income $66,891.38 33 Add lines 25d, 26, and 32. These are your total payments $7,388.18 37 Subtract line 33 from line 24. This is the amount you owe $3,938.28 Department of the Treasury - Internal Revenue Service",1040 "Form 1040 U.S. Individual Income Tax Return 2023 Department of the Treasury—Interna1 Revenue Service IRS Use Only—Do not write or staple in this space. Your first name and middle initial Last name Riley Romero Home address (number and street) 542O Lakeshore B1vd Fairview, OH 29657 Your social security number XXXXX7235 Filing 5tatus 2b Taxablcinterest $1,320.09 3b Ordinary dividends 5,156.18 9Add lines lz, 2b, 3b, 4b, 5b, 6b, 7, and 8.This isyour total income 66,l80.10 11 Subtract line 10 from line 9. This is your adjusted gross income $111,921.52 12 Standard deduction or itemized deductions (from Schedule A) 38,811.83 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 4,640.68 24 Add lines 22 and 23. This is your total tax 8,225.l5 33 Add lines 25d, 26, and 32. These are your total payments $8,794.99",1040 "Form 1040 U.S. Individual Income Tax Return For calendar year 2023 OMB No. 1545-0074 IRS Use Only—Do not write or staple in this space. Your first name and middle initial Last name Morgan Patel Home address (number and street) 4083 Elm Park Pl Maplewood, MN 33891 Your social security number XXXXX9650 Filing Status 1a Total amount from Form(s) W-2, box 1 97,635.56 2b Taxable interest 2,608.88 3b Ordinary dividends 8,360.64 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 89,791.29 11 Subtract line 10 from line 9. This is your adjusted gross income $111,017.17 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income 16,186.13 24 Add lines 22 and 23. This is your total tax 7,607.56 33 Add lines 25d, 26, and 32. These are your total payments $7,820.09 37 Subtract line 33 from line 24. This is the amount you owe $3,502.43 Department of the Treasury - Internal Revenue Service Form 1040 (keep for your records) www.irs.gov/Form1040",1040 "CORRECTED (if checked) For calendar year 2026 OMB No. 1545-0074 Your first name and middle initial Last name Priya Kowalski Home address (number and street) 1006 Prairie Ave Brookhaven, PA 88757 Your social security number ending in 4692 Filing Status 1a Total amount from Form(s) W-2, box 1 $79,003.43 2b Taxable interest 4,061.18 3b Ordinary dividends 6,789.82 9 Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income 23,406.54 12 Standard deduction or itemized deductions (from Schedule A) 68,885.03 15 Subtract line 14 from line 11. If zero or less, enter -0-. This is your taxable income $3,859.43 24 Add lines 22 and 23. This is your total tax $4,330.55 33 Add lines 25d, 26, and 32. These are your total payments $2,176.12 37 Subtract line 33 from line 24. This is the amount you owe 6,035.05 Form 1040 U.S. Individual Income Tax Return",1040 "Form 1040-ES Estimated Tax for Individuals Payment Voucher For calendar year 2022 OMB No. 1545-0074 File only if you are making a payment of estimated tax by check or money order. Maí1 this voucher with your check or money order payable to ""United States Treasury."" Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Priya Romero 9226Cedar LnBayside, WA 94353 ***-**-4Ol9 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher Calendar year—Due 4,32O.O0 4 Sept. 15, 2022 Department of the Treasury - Intemal Revenue Service Form l040-ES (keep for your records) www.irs.gov/Form1040ES",1040 "For calendar year 2021 File only if you are making a payment of estimated tax by check or money order. Mail this voucher with your check or money order payable to ""United States Treasury."" Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Olivia K. Okafor 70 Harbor View Rd Cedar Falls, IA 40135 XXX-XX-4019 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher $5,309.74 2 Department of the Treasury - Internal Revenue Service",1040 "Form 1040-ES Estimated Tax for Individuals Payment Voucher OMB No. 1545-0074 Mail this voucher with your check or money order payable to ""United States Treasury."" Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Olivia Larsen 9586 Elm Park Pl Maplewood, MN 42838 XXXXX5612 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher Calendar year—Due $7,250.92 1 June 15, 2026",1040 "CORRECTED (if checked) Form 1040-ES Estimated Tax for Individuals Payment Voucher 2021 Your first name and middle initial Your lastname Address (number, street, and apt. no.) Your social security number Noah K. Adeyemi 241 Sample Street 0ak Grove, TX 88431 ***-**-2246 Calendar year—Due Amount of estímated tax you are payíng by check or money order. Voucher Calendar year—Due $9,388.45 2 June l5, 2021 Department of the Treasury- Intemal Revenue Servíce Form 1040-ES (keep for your records) www.irs.gov/Form1040ES",1040 "Form 1040-ES Estimated Tax for Individuals 2026 Name: Amount of estimated tax you are paying by check or money order. Voucher Sofia Lindqvist 8,634.89 2",1040 "VOID CORRECTED Form 1040-ES Estimated Tax for Individuals Payment Voucher For calendar year 2023 OMB No. 1545-0074 Mail this voucher with your check or money order payable to ""United States Treasury."" Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Riley Larsen 8601 Cedar Ln Lakewood, CO 51510 XXX-XX-0587 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher Calendar year—Due $1,680.91 1 Sept. 15, 2023 Department of the Treasury - Internal Revenue Service Form 1040-ES (keep for your records) www.irs.gov/Form1040ES",1040 "Form 1040-ES Estimated Tax for Individuals Payment Voucher For calendar year 2026 File only if you are making a payment of estimated tax by check or money order. Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Kwame J. Romero 5130 Willow Bend Way Riverton, WI 54936 ***-**-9329 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher Calendar year—Due $4,389.99 3 June 15, 2026 Department of the Treasury - Internal Revenue Service Form 1040-ES (keep for your records) www.irs.gov/Form1040ES",1040 "Form 1040-ES Estimated Tax for Individuals Payment Voucher 2026 OMB No. 1545-0074 Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Priya Brennan 5860 Elm Park Pl Fairview, OH 49347 ****3941 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher Calendar year—Due $5,355.12 3 June 15, 2026",1040 "CORRECTED (if checked) Form 1040-ES Estimated Tax for Individuals Payment Voucher 2022 OMB No. 1545-0074 File only if you are making a payment of estimated tax by check or money order. Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Jamie Fischer 4711 Elm Park Pl Testville, IL 57864 ****4495 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher Calendar year—Due 2,086.45 1 April 15, 2022 Department of the Treasury - Internal Revenue Service Form 1040-ES (keep for your records) www.irs.gov/Form1040ES",1040 "Form 1040-ES Estimated Tax for Individuals 2023 Name: Voucher Noah Tanaka 3",1040 "Form 1040-ES Estimated Tax for Individuals 2022 Name: Calendar year—Due Voucher Amount of estimated tax you are paying by check or money order. Noah Castillo June 15, 2022 4 $8,118.39",1040 "Form 1040-ES Estimated Tax for Individuals Payment Voucher For calendar year 2024 OMB No. 1545-0074 File only if you are making a payment of estimated tax by check or money order. Mail this voucher with your check or money order payable to ""United States Treasury."" Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Fatima Castillo 5659 Lakeshore Blvd Lakewood, CO 62276 ****6961 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher Calendar year—Due $7,894.63 3 Sept. 15, 2024 Department of the Treasury - Internal Revenue Service Form 1040-ES (keep for your records) www.irs.gov/Form1040ES",1040 "Form 1040-ES Estimated Tax for Individuals 2025 Name: Amount of estimated taxyou are paying by check or money order. Amara Testcase $3,199.79",1040 "VOID CORRECTED Form 1040-ES Estimated Tax for Individuals Payment Voucher For calendar year 2022 OMB No. 1545-0074 File only if you are making a payment of estimated tax by check or money order. Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Jamie Moreau 3233 Maple Ridge Dr Riverton, WI 67666 XXX-XX-4454 Calendar year—Due Amount of estimated tax you are paying by check or money order. Calendar year—Due $8,355.85 June 15, 2022 Department of the Treasury - Internal Revenue Service Form 1040-ES (keep for your records) www.irs.gov/Form1040ES",1040 "☐ CORRECTED Form 1040-ES Estimated Tax for Individuals Payment Voucher 2022 File only if you are making a payment of estimated tax by check or money order. Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Casey Tanaka 3824 Lakeshore Blvd Bayside, WA 72155 ***-**-6626 Calendar year—Due Amount of estimated tax you are paying by check or money order. Voucher Calendar year—Due $1,343.85 1 Jan. 15, 2023 Department of the Treasury - Internal Revenue Service Form 1040-ES (keep for your records) www.irs.gov/Form1040ES",1040 "VOID CORRECTED For calendar year 2021 Your first name and middle initial Your last name Address (number, street, and apt. no.) Your social security number Olivia Patel 2747 Oak Hollow Ct Brookhaven, PA 14755 endíng in 9292 Calendar year—Due Amount of estimated tax you arepaying by check or money order. Calendar year—Due 1,733.9O 5ept. 15, 2021 Department of the Treasury - Intcrnal Revenue Servíce Form 1040-ES Estímated Tax for Individuals Payment Voucher Form 1040-E5(keep for your records) www.irs.gov/Form1040ES",1040 "For calendar year 2022 Department of the Treasury—Internal Revenue Service This return is for calendar year Your first name and middle initial Last name: Noah Romero Home address (number and street): 7327 Elm Park Pl Oak Grove, TX 28349 Your social security number: ****9963 Filing status 1 Adjusted gross income A. Original amount: $8,662.50 1 B. Net change: 7,048.70 1 C. Correct amount: $47,242.98 5 Taxable income: 128,569.03 6 Tax liability: $4,047.87 Form 1040-X Amended U.S. Individual Income Tax Return",1040 "Form 1040-X Amended U.S. Individual Income Tax Return OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service This return is for calendar year Your first name and middle initial Last name: Casey Rivera Home address (number and street): 3536 Harbor View Rd Fairview, OH 94687 Your social security number: ending in 9906 Filing status 1 Adjusted gross income A. Original amount: 20,829.65 1 B. Net change: 9,455.28 1 C. Correct amount: 97,246.98 5 Taxable income: $106,870.08 6 Tax liability: $8,807.78 Part II Explanation of Changes: Claimed a missed education credit.",1040 "Form 1040-X Amended U.S. Individual Income Tax Return OMB No. 1545-0074 Your first name and middle initial Last name: Casey Sato Home address (number and street): 9188 Prairie Ave Bayside, WA 37531 Your social security number: ****0376 Filing status 1 Adjusted gross income A. Original amount: 79,575.79 1 B. Net change: 3,042.91 6 Tax liability: 7,481.44 Part II Explanation of Changes: Reported omitted interest income. Department of the Treasury - Internal Revenue Service Form 1040-X (keep for your records) www.irs.gov/Form1040X",1040 "Form 1040-X Amended U.S. Individual Income Tax Return Department of the Treasury—Internal Revenue Service This return is for calendar year Your first name and middle initial Last name: Jordan Larsen Home address (number and street): 1295 Sample Street Pinecrest, GA 30680 Your social security number: XXXXX8345 Filing status 1 Adjusted gross income A. Original amount: 112,585.33 1 B. Net change: 7,449.95 1 C. Correct amount: $69,742.02 5 Taxable income: 1,797.47 6 Tax liability: $236.51 Part II Explanation of Changes: Received a corrected Form 1099-DIV after filing.",1040 "Form 1040-X Amended U.S. Individual Income Tax Return For calendar year 2022 Your first name and middle initial Last name: Amara Brennan Home address (number and street): 9488 Oak Hollow Ct Riverton, WI 54241 Your social security number: ****9819 Filing status Box 1 Adjusted gross income A. Original amount: 97,157.21 Box 5 Taxable income: 56,824.58 Box 6 Tax liability: $5,783.96 Department of the Treasury - Internal Revenue Service Form 1040-X (keep for your records) www.irs.gov/Form1040X",1040 "Form 1040-X Amended U.S. Individual Income Tax Return 2022 Department of the Treasury—Internal Revenue Service This return is for calendar year Your first name and middle initial Last name: Wei Patel Home address (number and street): 4616 Cedar Ln Riverton, WI 80839 Your social security number: ****5081 Filing status Box 1 B. Net change: $2,571.51 Box 1 C. Correct amount: $50,319.02 Box 5 Taxable income: 32,570.74 Box 6 Tax liability: $2,679.70 Part II Explanation of Changes: Received a corrected Form 1099-DIV after filing. Department of the Treasury - Internal Revenue Service Form 1040-X (keep for your records) www.irs.gov/Form1040X",1040 "Form 1040-X Amended U.S. Individual Income Tax Return Department of the Treasury—Internal Revenue Service This return is for calendar year Your first name and middle initial Last name: Alex Moreau Home address (number and street): 5923 Willow Bend Way Pinecrest, GA 29978 Your social security number: XXX-XX-4171 Filing status Box 1 B. Net change: 1,859.27 Box 5 Taxable income: 102,519.38 Box 6 Tax liability: $922.99 Part II Explanation of Changes: Claimed a missed education credit. Department of the Treasury - Internal Revenue Service Form 1040-X (keep for your records) www.irs.gov/Form1040X",1040 "☐ CORRECTED Form 1040-X Amended U.S. Individual Income Tax Return 2026 OMB No. 1545-0074 Your first name and middle initial Last name: Kwame Brennan Home addrcss (number and street): 5068 Sample Street Pinecrest, GA 60736 Your socíal securíty number:***-**-7562 Filing status Line 1 Adjusted gross income A. Original amount: 54,041.81 Line 1 B. Net change: $2,554.31 Line 1 C. Correct amount: 111,509.20 Line 5Taxable income: 7,390.21 Departmcnt of the Treasury - Internal Revenue Service Form 1040-X (keep for your records) www.irs.gov/Forml040X",1040 "Form 1040-X Amended U.S. Individual Income Tax Return 2021 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service Your first name and middle initial Last name: Morgan Larsen Home address (number and street): 7519 Prairie Ave Bayside, WA 75749 Your social security number: ****0900 Filing status 1 Adjusted gross income A. Original amount: 136,227.04 1 B. Net change: 1,806.20 1 C. Correct amount: 68,772.28 5 Taxable income: 104,421.69 6 Tax liability: 2,266.69 Part II Explanation of Changes: Received a corrected Form 1099-DIV after filing.",1040 "Form 1040-X Amended U.S. Individual Income Tax Return For calendar year 2022 Department of the Treasury—Internal Revenue Service This return is for calendar year Your first name and middle initial Last name: Diego R. Brennan Home address (number and street): 3528 Prairie Ave Bayside, WA 75681 Your social security number: ending in 8746 Filing status Box 1 C. Correct amount: $64,576.19 Box 5 Taxable income: $71,192.26 Part II Explanation of Changes: Received a corrected Form 1099-DIV after filing. Department of the Treasury - Internal Revenue Service Form 1040-X (keep for your records) www.irs.gov/Form1040X",1040 "☐ CORRECTED Form 1040-X Amended U.S. Individual Income Tax Return 2022 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service This return is for calendar year Your first name and middle initial Last name: Fatima Brennan Home address (number and street): 1268 Cedar Ln Oak Grove, TX 14358 Your social security number: ****2272 Filing status Line 1 Adjusted gross income A. Original amount: $129,392.57 Line 1 B. Net change: $2,219.16 Line 1 C. Correct amount: $4,350.55 Line 5 Taxable income: 25,353.36 Line 6 Tax liability: $6,065.83 Part II Explanation of Changes: Received a corrected Form 1099-DIV after filing.",1040 "Form 1040-X Amended U.S. Individual Income Tax Return For calendar year 2023 OMB No. 1545-0074 This return is for calendar year Your first name and middle initial Last name: Wei Okafor Home address (number and street): 2994 Sample Street Lakewood, CO 74893 Your social security number: XXXXX1993 Filing status 1 Adjusted gross income A. Original amount: $73,422.32 1 B. Net change: $4,589.11 1 C. Correct amount: $85,168.66 5 Taxable income: 41,192.59 6 Tax liability: 3,115.42 Part II Explanation of Changes: Claimed a missed education credit. Department of the Treasury - Internal Revenue Service Form 1040-X (keep for your records) www.irs.gov/Form1040X",1040 "CORRECTED (if checked) Form 1040-X Amended U.S. Individual Income Tax Return OMB No. 1545-0074 This return is for calendar year Your first name and middle initial Last name: Kwame Kowalski Home address (number and street): 2091 Lakeshore Blvd Testville, IL 22310 Your social security number: XXXXX7205 Filing status Box 1 Adjusted gross income A. Original amount: 27,449.67 Box 1 B. Net change: $646.61 Box 1 C. Correct amount: 30,677.29 Box 6 Tax liability: 3,768.31 Part II Explanation of Changes: Received a corrected Form 1099-DIV after filing. Department of the Treasury - Internal Revenue Service Form 1040-X (keep for your records) www.irs.gov/Form1040X",1040 "Form 1040-X Amended U.S. Individual Income Tax Return 2022 Name:: Morgan Testcase Box 6 Tax liability: $4,885.83 Box 1 B. Net change: $3,752.74 Box 1 C. Correct amount: $59,728.10 Box 5 Taxable income: 116,692.78",1040 "Form 1040-X Amended U.S. Individual Income Tax Return 2021 OMB No. 1545-0074 Department of the Treasury—Internal Revenue Service Your first name and middle initial Last name: Amara Castillo Home address (number and street): 4511 Cedar Ln Maplewood, MN 55171 Your social security number: XXXXX4539 Filing status Line 1 Adjusted gross income A. Original amount: $70,156.98 Line 1 C. Correct amount: 129,809.68 Line 5 Taxable income: $94,079.72 Line 6 Tax liability: 4,647.60 Part II Explanation of Changes: Received a corrected Form 1099-DIV after filing.",1040 "Form 1040-X Amended U.S. Individual Income Tax Return 2026 OMB No. 1545-0074 This return is for calendar year Your first name and middle initial Last name: Wei Nguyen Home address (number and street): 2670 Prairie Ave Testville, IL 70836 Your social security number: ending in 8851 Filing status 1 Adjusted gross income A. Original amount: $135,224.74 1 B. Net change: $5,930.77 1 C. Correct amount: 53,339.78 5 Taxable income: 69,261.96 6 Tax liability: $8,565.21 Part II Explanation of Changes: Claimed a missed education credit.",1040 "Form 1095-A Health Insurance Marketplace Statement For calendar year 2026 OMB No. 1545-2232 Do not attach to your tax return. Keep for your records. Part I Recipient Information Granite Auto Insurance Co. 1212 Elm Park Pl Bayside, WA 28139 2 Marketplace-assigned policy number 32-5622672 1 Marketplace identifier Riley Walsh 3 Policy issuer's name XXXXX4334 Part III Coverage Information 21 January A. Monthly enrollment premiums $4,588.54 21 B. Monthly second lowest cost silver plan (SLCSP) premium $4,486.57 21 C. Monthly advance payment of premium tax credit $3,142.40 33 Annual Totals $32,631.35",1095 "Form 1095-A Health Insurance Marketplace Statement For calendar year 2026 Part I Recipient Information Evergreen Health Plan 670 Harbor View Rd Riverton, WI 35394 2 Marketplace-assigned policy number 91-3751107 1 Marketplace identifier Sofia Brennan 3 Policy issuer's name XXXXX1410 Street address (including apt. no.) 401 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 71093 Account number (see instructions) XXXXX793369 Part III Coverage Information 21 January A. Monthly enrollment premiums 4,493.89 21 B. Monthly second lowest cost silver plan (SLCSP) premium $7,003.03 21 C. Monthly advance payment of premium tax credit $7,438.10 Department of the Treasury - Internal Revenue Service Form 1095-A (keep for your records) www.irs.gov/Form1095A",1095 "Part I Recipient Information: Harbor Life Assurance Recipient's name: Alex A. Castillo 21 January A. Monthly enrollment premiums $7,289.97",1095 "Form 1095-A Health Insurance Marketplace Statement 2026 Part I Recipient Information: Granite Auto Insurance Co. To: Alex Moreau 21 C. Monthly advance payment of premium tax credit 1,750.13",1095 "Do not attach to your tax return. Keep for your records. Part I Recipient Information Harbor Life Assurance 2836 Sample Street Maplewood, MN 99156 2 Marketplace-assigned policy number 10-6876161 1 Marketplace identifier Olivia Nguyen 3 Policy issuer's name XXX-XX-3281 Street address (including apt. no.) 5194 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 78367 Part III Coverage Information 21 January A. Monthly enrollment premiums $692.95 21 B. Monthly second lowest cost silver plan (SLCSP) premium 9,122.46 21 C. Monthly advance payment of premium tax credit $1,516.77 Department of the Treasury - Internal Revenue Service",1095 "☐ CORRECTED 2025 OMB No. 1545-2232 VOID CORRECTED Part I Recipient Information Evergreen Health Plan 9175 Granite St Testville, IL 12113 2 Marketplace-assigned policy number 44-7206677 1 Marketplace identifier Noah Okafor 3 Policy issuer's name ****1516 Street address (including apt. no.) 6022 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 77937 Part III Coverage Information 21 January A. Monthly enrollment premiums $5,034.99 21 B. Monthly second lowest cost silver plan (SLCSP) premium $2,794.89 21 C. Monthly advance payment of premium tax credit $3,356.37 33 Annual Totals $138,907.19 Department of the Treasury - Internal Revenue Service Form 1095-A Health Insurance Marketplace Statement Form 1095-A (keep for your records) www.irs.gov/Form1095A",1095 "Form 1095-A Health Insurance Marketplace Statement 2025 VOID CORRECTED Part I Recipient Information Sample Mutual Insurance 8579 Elm Park Pl Cedar Falls, IA 94311 2 Marketplace-assigned policy number 32-9424154 1 Marketplace identifier Sofia Lindqvist 3 Policy issuer's name XXXXX8605 Street address (including apt. no.) 4484 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 76427 Part III Coverage Information 21 January A. Monthly enrollment premiums 2,654.99 21 B. Monthly second lowest cost silver plan (SLCSP) premium $9,165.62 21 C. Monthly advance payment of premium tax credit $7,287.44 33 Annual Totals 23,215.34",1095 "Form 1095-A Health Insurance Marketplace Statement 2024 OMB No. 1545-2232 VOID CORRECTED Part I Recipient Information Sample Mutual Insurance 9159 Granite St Oak Grove, TX 85702 2 Marketplace-assigned policy number 31-5450604 1 Marketplace identifier Jordan Walsh 3 Policy issuer's name ***-**-4709 Street address (including apt. no.) 5191 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code Testville, IL 87754 Part III Coverage Information 21 January A. Monthly enrollment premiums $4,233.54 21 B. Monthly second lowest cost silver plan (SLCSP) premium 2,409.89 21 C. Monthly advance payment of premium tax credit $5,077.95 33 Annual Totals $111,789.61",1095 "Form 1095-A Health Insurance Marketplace Statement For calendar year 2021 VOID CORRECTED Do not attach to your tax return. Keep for your records. Part I Recipient Information Evergreen Health Plan 6619 Sample Street Fairview, OH 77771 2 Marketplace-assigned policy number 96-2145376 1 Marketplace identifier Alex R. Walsh 3 Policy issuer's name XXX-XX-3991 Account number (see instructions) XXX-XX-184330 Part III Coverage Information 21 January A. Monthly enrollment premiums $5,925.43 21 B. Monthly second lowest cost silver plan (SLCSP) premium 117.27 21 C. Monthly advance payment of premium tax credit 5,425.92 33 Annual Totals 73,868.13",1095 "Form 1095-A Health Insurance Marketplace Statement For calendar year 2022 OMB No. 1545-2232 VOID CORRECTED Do not attach to your tax return. Keep for your records. Part I Recipient Information Granite Auto Insurance Co. 314 Granite St Riverton, WI 81431 2 Marketplace-assigned policy number 30-5866981 1 Marketplace identifier Mateo M. Lindqvist 3 Policy issuer's name ****2925 Street address (including apt. no.) 4798 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 30740 Part III Coverage Information 21 January A. Monthly enrollment premiums $4,955.85 21 B. Monthly second lowest cost silver plan (SLCSP) premium $2,333.44 21 C. Monthly advance payment of premium tax credit $6,331.71 33 Annual Totals 110,642.41",1095 "Form 1095-A Health Insurance Marketplace Statement 2021 From: Sample Mutual Insurance Recipient's name: Priya Testcase 33 Annual Totals 71,874.39 21 B. Monthly second lowest cost silver plan (SLCSP) premium $7,660.36 21 C. Monthly advance payment of premium tax credit $4,803.61",1095 "Form 1095-A Health Insurance Marketplace Statement For calendar year 2024 0MB No. 1545-2232 Part I Recipient Information Granite Auto Insurance Co. 4058 Maple Ridge Dr Oak Grove, TX 53299 2 Marketplace-assigned policy number 26-8994401 1 Marketplace identifier NoahLindqvist 3 Policy issuer's name XXXXX6114 5treet address (induding apt. no.) 2813 Lakeshore Blvd Cíty or town, state or province,country, andZIP or foreígn postal codeFairview, 0H 956l1 Account number (see instructions) XXXXX141130 Part III Coverage Information 21 B. Month1y second lowest cost sílver plan (SLCSP) premium 364.22 21 C. Monthly advance payment of premium tax credit S9,327.17 33 Annual Totals 59,361.08 Department of the Treasury - Intemal Revenue 5ervice Form 1095-A (keep for your records) www.irs.gov/Form1095A",1095 "2024 OMB No. 1545-2232 Part I Recipient Information Sample Mutual Insurance 594 Maple Ridge Dr Bayside, WA 48907 2 Marketplace-assigned policy number 93-7600203 1 Marketplace identifier Fatima B. Sato 3 Policy issuer's name ending in 4590 Street address (including apt. no.) 1527 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 21831 Part III Coverage Information 21 January A. Monthly enrollment premiums $3,085.60 21 B. Monthly second lowest cost silver plan (SLCSP) premium 4,142.36 33 Annual Totals 78,598.54 Form 1095-A Health Insurance Marketplace Statement",1095 "Form 1095-A Health Insurance Marketplace Statement Do not attach to your tax return. Keep for your records. Part I Recipient Information Harbor Life Assurance 2706 Elm Park Pl Brookhaven, PA 31112 2 Marketplace-assigned policy number 53-3485572 1 Marketplace identifier Kwame Haddad 3 Policy issuer's name XXX-XX-6824 Street address (including apt. no.) 6350 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 49007 Part III Coverage Information 21 B. Monthly second lowest cost silver plan (SLCSP) premium $5,456.72 21 C. Monthly advance payment of premium tax credit $2,221.87 33 Annual Totals $3,314.28",1095 "CORRECTED (if checked) Form 1095-A Health Insurance Marketplace Statement For calendar year 2026 OMB No. 1545-2232 VOID CORRECTED Part I Recipient Information Harbor Life Assurance 1059 Willow Bend Way Testville, IL 31553 2 Marketplace-assigned policy number 83-9029466 1 Marketplace identifier Casey Haddad 3 Policy issuer's name ***-**-9452 Street address (including apt. no.) 4779 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 10078 Part III Coverage Information 21 January A. Monthly enrollment premiums 1,943.30 21 B. Monthly second lowest cost silver plan (SLCSP) premium $6,878.02 21 C. Monthly advance payment of premium tax credit $3,449.67 33 Annual Totals $85,842.24",1095 "CORRECTED (if checked) Form 1095-A Health Insurance Marketplace Statement For calendar year 2022 OMB No. 1545-2232 Do not attach to your tax return. Keep for your records. Part I Recipient Information Granite Auto Insurance Co. 3033 Prairie Ave Maplewood, MN 71314 2 Marketplace-assigned policy number 86-7400149 1 Marketplace identifier Mateo Castillo 3 Policy issuer's name ***-**-7208 Part III Coverage Information 21 January A. Monthly enrollment premiums 3,635.78 21 B. Monthly second lowest cost silver plan (SLCSP) premium $9,066.34 21 C. Monthly advance payment of premium tax credit $303.04 33 Annual Totals $64,209.31 Department of the Treasury - Internal Revenue Service Form 1095-A (keep for your records) www.irs.gov/Form1095A",1095 "| Field | Value | | --- | --- | | Part I Responsible Individual: | Evergreen HealthPlan | | To: | Mateo Lindqvist | | (d) Covered all l2 months | X | | 8 Enter letter ídentifying Origin of thc Health Coverage | C | Form l095-B Health Coverage",1095 "## 2025 OMB No. 1545-2252 VOID CORRECTED | Field | Value | | --- | --- | | Part I Responsible Individual | Sample Mutual Insurance 741 Cedar Ln Bayside, WA 26709 | | 16 Name | 60-8124721 | | Part III Issuer or Other Coverage Provider | Noah Walsh | | 17 Employer identification number (EIN) | ***-**-8846 | | 8 Enter letter identifying Origin of the Health Coverage | B | | Part IV Covered Individuals (a) Name of covered individual(s) | Riley Adeyemi | Department of the Treasury - Internal Revenue Service Form 1095-B Health Coverage Form 1095-B (keep for your records) www.irs.gov/Form1095B",1095 "## Form 1095-B Health Coverage For calendar year 2022 OMB No. 1545-2252 VOID CORRECTED Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Responsible Individual | Harbor Life Assurance 4988 Cedar Ln Brookhaven, PA 22267 | | 16 Name | 56-2111518 | | Part III Issuer or Other Coverage Provider | Wei B. Okafor | | 17 Employer identification number (EIN) | XXX-XX-2000 | | Street address (including apt. no.) | 7049 Cedar Ln | | City or town, state or province, country, and ZIP or foreign postal code | Pinecrest, GA 18243 | | Account number (see instructions) | ending in 551184 | | 8 Enter letter identifying Origin of the Health Coverage | A | | Part IV Covered Individuals (a) Name of covered individual(s) | Mateo Walsh | | (d) Covered all 12 months | [X] | Department of the Treasury - Internal Revenue Service ## Form 1095-B (keep for your records) www.irs.gov/Form1095B",1095 "Form 1095-B Health Coverage ## 2026 ## OMB No. 1545-2252 | Field | Value | | --- | --- | | Part I Responsible Individual | Sample Mutual Insurance 9665 Willow Bend Way Bayside, WA 18939 | | 16 Name | 77-2342224 | | Part III Issuer or Other Coverage Provider | Casey Moreau | | 17 Employer identification number (EIN) | ****0494 | | Street address (including apt. no.) | 5179 Maple Ridge Dr | | City or town, state or province, country, and ZIP or foreign postal code | Lakewood, CO 31877 | | 8 Enter letter identifying Origin of the Health Coverage | B | | Part IV Covered Individuals (a) Name of covered individual(s) | Kwame Tanaka | | (d) Covered all 12 months | [X] | ## Department of the Treasury - Internal Revenue Service ## Form 1095-B (keep for your records) www.irs.gov/Form1095B",1095 "Form 1095-B Health Coverage | Field | Value | | --- | --- | | Part I Responsible Individual'S name: | Harbor Life Assurance | | RECIPIENT: | Fatima Castillo | | (d) Covered all 12 months | [X] |",1095 "Form 1095-B ## Health Coverage For calendar year 2022 ## OMB No. 1545-2252 ## VOID CORRECTED Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Responsible Individual | Evergreen Health Plan 7790 Willow Bend Way Lakewood, CO 28986 | | 16 Name | 19-1832217 | | Part III Issuer or Other Coverage Provider | Wei Larsen | | 17 Employer identification number (EIN) | XXXXX2158 | | Street address (including apt. no.) | 2795 Maple Ridge Dr | | City or town, state or province, country, and ZIP or foreign postal code | Fairview, OH 73006 | | 8 Enter letter identifying Origin of the Health Coverage | D | | (d) Covered all 12 months | X | Department of the Treasury - Internal Revenue Service Form 1095-B (keep for your records) www.irs.gov/Form1095B",1095 "Form 1095-B Health Coverage | Field | Value | | --- | --- | | From: | Harbor Life Assurance | | To: | Olivia Walsh | | (d) Covered all 12 months | [X] |",1095 "## V0ID CORRECTED | Field | Value | | --- | --- | | Part I Responsib1e Individual | EvergreenHealth Plan 3777 Cedar Ln Brookhaven, PA 62434 | | 16 Name | 56-9038363 | | Part III Issuer or Other Coverage Provider| Avery M. Adeyemi | | 17 Emp1oyer ídentification number (EIN) | ****9384 | | 8 Enter letter identifying Origin of the Health Coverage | C | | Part IV Covered Individua1s (a) Name of covered individual(s) | Alex Walsh | | (d) Covered all12 months | [X] | Department of the Treasury - Intemal Revenue Service",1095 "Form 1095-B Health Coverage | Field | Value | | --- | --- | | From: | Granite Auto Insurance Co. | | Recipient's name: | Casey Moreau | | 8 Enter letter identifying Origin of the Health Coverage | B |",1095 "## ☐ CORRECTED ## 2024 OMB No. 1545-2252 | Field | Value | | --- | --- | | Part I Responsible Individual | Granite Auto Insurance Co. 7323 Granite St Oak Grove, TX 27260 | | 16 Name | 62-1205527 | | Part III Issuer or Other Coverage Provider | Riley Walsh | | 17 Employer identification number (EIN) | ***-**-2751 | | Street address (including apt. no.) | 1455 Sample Street | | City or town, state or province, country, and ZIP or foreign postal code | Pinecrest, GA 86920 | | 8 Enter letter identifying Origin of the Health Coverage | D | | Part IV Covered Individuals (a) Name of covered individual(s) | Kwame B. Walsh | | (d) Covered all 12 months | ☒ | ## Form 1095-B Health Coverage",1095 "Form 1095-B Health Coverage | Field | Value | | --- | --- | | Part I Responsible Individual: | Granite Auto Insurance Co. | | To: | Amara Adeyemi | | 8 Enter letter identifying Origin of the Health Coverage | A | | Part IV Covered Individuals (a) Name of covered individual(s) | Jordan S. Brennan |",1095 "## Form 1095-B Health Coverage | Field | Value | | --- | --- | | Part I Responsible Individual'S name: | Sample Mutual Insurance | | To: | Jordan Okafor | | (d) Covered all 12 months | ☒ | | 8 Enter letter identifying Origin of the Health Coverage | B | | Part IV Covered Individuals (a) Name of covered individual(s) | Jamie Moreau |",1095 "2022 OMB No. 1545-2252 | Field | Value | | --- | --- | | Part I Responsible Individual | Sample Mutual Insurance 6177 Elm Park Pl Riverton, WI 44021 | | 16 Name | 89-8201554 | | Part III Issuer or Other Coverage Provider | Taylor Tanaka | | 17 Employer identification number (EIN) | XXXXX4742 | | Street address (including apt. no.) | 9289 Cedar Ln | | City or town, state or province, country, and ZIP or foreign postal code | Testville, IL 63714 | | 8 Enter letter identifying Origin of the Health Coverage | D | | (d) Covered all 12 months | ☒ | ## Form 1095-B Health Coverage",1095 "For calendar year 2022 VOID CORRECTED ## Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Responsible Individual | Granite Auto Insurance Co. 687 Prairie Ave Maplewood, MN 61262 | | 16 Name | 52-4335600 | | Part III Issuer or Other Coverage Provider | Riley R. Patel | | 17 Employer identification number (EIN) | XXXXX3905 | | Street address (including apt. no.) | 3353 Lakeshore Blvd | | City or town, state or province, country, and ZIP or foreign postal code | Maplewood, MN 55971 | | 8 Enter letter identifying Origin of the Health Coverage | C | | Part IV Covered Individuals (a) Name of covered individual(s) | Sofia Tanaka | Form 1095-B Health Coverage",1095 "## Form 1095-B Health Coverage For calendar year 2021 OMB No. 1545-2252 VOID CORRECTED Department of the Treasury Internal Revenue5ervice | Field | Value | | --- | --- | | Part I Responsíble Individual | Evergreen Hea1th Plan 9845 Elm Park Pl Brookhaven, PA 21O30 | | 16Name| 38-4585073 | | Part III Issuer or Other Coverage Provider | Lena 5. Haddad | | 17 Emp1oyer identification number (EIN) | ***-**-5393 | | Street address (including apt. no.) | 24 Granite 5t | | City or town, state or province, country, and ZIP or foreign postal code | Testville, IL 27958 | | Part IV Covered Individua1s (a) Name of covered individual(s)| Taylor A. Patel | | (d) Covered all 12 months | ☒ | Department of the Treasury - Intemal Revenue Service Form l095-B (keep for yourrecords) www.irs.gov/Forml095B",1095 "☐ CORRECTED 2023 VOID CORRECTED Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Responsible Individual | Granite Auto Insurance Co. 394 Prairie Ave Cedar Falls, IA 62221 | | 16 Name | 41-4283633 | | Part III Issuer or Other Coverage Provider | Amara Lindqvist | | 17 Employer identification number (EIN) | ***-**-6646 | | 8 Enter letter identifying Origin of the Health Coverage | D | | (d) Covered all 12 months | X | Department of the Treasury - Internal Revenue Service ## Form 1095-B Health Coverage ## Form 1095-B (keep for your records) www.irs.gov/Form1095B",1095 "2024 OMB No. 1545-2251 VOID CORRECTED Part I Employee Copperline Software Inc. 1518 Oak Hollow Ct Cedar Falls, IA 53411 7 Name of employer 90-9311983 Applicable Large Employer Member (Employer) Diego Walsh 8 Employer identification number (EIN) ending in 4975 Street address (including apt. no.) 667 Sample Street City or town, state or province, country, and ZIP or foreign postal code Testville, IL 13062 Account number (see instructions) ***-**-907111 15 Employee Required Contribution (see instructions) $8,285.20 Plan Start Month (enter 2-digit number) 06 Department of the Treasury - Internal Revenue Service Form 1095-C Employer-Provided Health Insurance Offer and Coverage Form 1095-C (keep for your records) www.irs.gov/Form1095C",1095 "Form 1095-C Employer-Provided Health Insurance Offer and Coverage For calendar year 2022 VOID CORRECTED Department of the Treasury Internal Revenue Service Part I Employee Blue Heron Logistics LLC 6439 Prairie Ave Pinecrest, GA 97682 7 Name of employer 29-6233347 Applicable Large Employer Member (Employer) Hiro K. Moreau 8 Employer identification number (EIN) ***-**-5118 Account number (see instructions) ****980971 14 Offer of Coverage (enter required code) All 12 Months 1A 15 Employee Required Contribution (see instructions) $2,854.12 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2C Plan Start Month (enter 2-digit number) 06 Department of the Treasury - Internal Revenue Service Form 1095-C (keep for your records) www.irs.gov/Form1095C",1095 "VOID CORRECTED Form 1095-C Employer-Provided Hea1th Insurance Offer and Coverage For calendar year 2021 VOID CORRECTED Part I Employee Trí-County School District 9379Lakeshore Blvd Fairview, OH 886l5 7 Name of employer 92-4940946 Applicable Large Employer Member (Employer) Kwame Adeyemí 8 Employer identification numbcr (EIN) ending in 8578 Street address (including apt. no.) 2516 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 22260 14 Offer of Coverage (enter required code) All 12 Months 1E 15 Employce Required Contribution (seeinstructions) $5,764.06 16 5ection 4980H Safe Harbor and 0ther Relief (enter code, if applicable) 2H Plan Start Month (enter 2-digit number) O4 Department ofthe Treasury - Internal Revenue Service Form l095-C (keep for your records) www.irs.gov/Form1095C",1095 "☐ CORRECTED Form 1095-C Employer-Provided Health InsuranceOffer and Coverage OMB No. 1545-2251 Department of the Treasury Intemal Revenue Service Part I Employee Copperline Software Inc. 2788 Willow Bend Way Testville, IL 29582 7Name of employer 75-3944595 Applicable Large Employer Member (Employer) AlexLindqvist 8 Employer identification number (EIN) ending in O770 Street address (induding apt. no.) 4812 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 18519 15 Employee Requíred Contribution (see instructions) $1,221.05 16 Section 4980H Safe Harbor and Other Re1ief (enter code, if applicable) 2H Plan Start Month (enter 2-digit number) O7",1095 "Form 1095-C Employer-Provided Health Insurance Offer and Coverage Part I Employee'S name: Tri-County School District RECIPIENT: Noah A. Castillo Plan Start Month (enter 2-digit number) 08 14 Offer of Coverage (enter required code) All 12 Months 1H 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2D",1095 "VOID CORRECTED Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2023 Department of the Treasury Internal Revenue Service Part I Employee Copperline Software Inc. 1233 Prairie Ave Oak Grove, TX 65851 7 Name of employer 65-2971714 Applicable Large Employer Member (Employer) Sofia E. Haddad 8 Employer identification number (EIN) XXXXX1467 Account number (see instructions) ***-**-730545 14 Offer of Coverage (enter required code) All 12 Months 1H 15 Employee Required Contribution (see instructions) 6,380.95 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2C Plan Start Month (enter 2-digit number) 01 Department of the Treasury - Internal Revenue Service Form 1095-C (keep for your records) www.irs.gov/Form1095C",1095 "VOID CORRECTED Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2021 VOID CORRECTED Part I Employee Maple Street Dental PC 3691 Willow Bend Way Brookhaven, PA 68418 7 Name of employer 97-2307072 Applicable Large Employer Member (Employer) Alex Nguyen 8 Employer identification number (EIN) ***-**-8663 Account number (see instructions) ending in 860238 15 Employee Required Contribution (see instructions) $7,089.34 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2H Plan Start Month (enter 2-digit number) 02",1095 "From: Blue Heron Logistics LLC Recipient's name: Alex Haddad Plan Start Month (enter 2-digit number) 01 14 Offer of Coverage (enter required code) All 12 Months 1E 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2H Form 1095-C Employer-Provided Health Insurance Offer and Coverage",1095 "2024 VOID CORRECTED Department of the Treasury Internal Revenue Service Part I Employee Granite Peak Manufacturing Co. 9877 Harbor View Rd Testville, IL 30790 7 Name of employer 88-9239213 Applicable Large Employer Member (Employer) Sofia Brennan 8 Employer identification number (EIN) XXX-XX-8246 Street address (including apt. no.) 856 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 39236 14 Offer of Coverage (enter required code) All 12 Months 1H 15 Employee Required Contribution (see instructions) $4,308.29 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2H Plan Start Month (enter 2-digit number) 10 Department of the Treasury - Internal Revenue Service Form 1095-C Employer-Provided Health Insurance Offer and Coverage Form 1095-C (keep for your records) www.irs.gov/Form1095C",1095 "Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2026 VOID CORRECTED Department of the Treasury Internal Revenue Service Part I Employee Acme Test Corp 422 Granite St Lakewood, CO 84652 7 Name of employer 62-2831617 Applicable Large Employer Member (Employer) Jordan Kowalski 8 Employer identification number (EIN) XXXXX5901 Street address (including apt. no.) 7661 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 90968 14 Offer of Coverage (enter required code) All 12 Months 1H 15 Employee Required Contribution (see instructions) $5,891.00 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2C Department of the Treasury - Internal Revenue Service Form 1095-C (keep for your records) www.irs.gov/Form1095C",1095 "Form 1095-C Employer-Provided Health Insurance Offer and Coverage For calendar year 2021 OMB No. 1545-2251 VOID CORRECTED Department of the Treasury Internal Revenue Service Part I Employee Granite Peak Manufacturing Co. 3228 Cedar Ln Oak Grove, TX 15197 7 Name of employer 65-5189656 Applicable Large Employer Member (Employer) Priya K. Romero 8 Employer identification number (EIN) ****0964 Street address (including apt. no.) 7592 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 37727 14 Offer of Coverage (enter required code) All 12 Months 1H 15 Employee Required Contribution (see instructions) $4,002.44 Plan Start Month (enter 2-digit number) 03",1095 "Part I Employee Riverside Regional Hospital 535 Prairie Ave Fairview, OH 41656 7 Name of employer 95-1948835 Applicable Large Employer Member (Employer) Riley Nguyen 8 Employer identification number (EIN) XXXXX4462 Street address (including apt. no.) 2627 Granite St City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 18999 14 Offer of Coverage (enter required code) All 12 Months 1A 15 Employee Required Contribution (see instructions) 8,864.81 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2H Plan Start Month (enter 2-digit number) 07 Department of the Treasury - Internal Revenue Service Form 1095-C Employer-Provided Health Insurance Offer and Coverage Form 1095-C (keep for your records) www.irs.gov/Form1095C",1095 "Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2025 OMB No. 1545-2251 Part I Employee Tri-County School District 9423 Lakeshore Blvd Fairview, OH 85115 7 Name of employer 54-9956225 Applicable Large Employer Member (Employer) Taylor D. Moreau 8 Employer identification number (EIN) ***-**-0397 Street address (including apt. no.) 8362 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 55719 14 Offer of Coverage (enter required code) All 12 Months 1E 15 Employee Required Contribution (see instructions) $5,213.13 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2D Plan Start Month (enter 2-digit number) 06",1095 "☐ CORRECTED Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2021 OMB No. 1545-2251 VOID CORRECTED Part I Employee Maple Street Dental PC 400 Granite St Riverton, WI 37086 7 Name of employer 96-7338559 Applicable Large Employer Member (Employer) Lena B. Haddad 8 Employer identification number (EIN) XXX-XX-6955 Account number (see instructions) ***-**-046631 14 Offer of Coverage (enter required code) All 12 Months 1A 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2D Plan Start Month (enter 2-digit number) 11",1095 "VOID CORRECTED Form 1095-C Employer-Provided Health Insurance Offer and Coverage For calendar year 2025 OMB No. 1545-2251 VOID CORRECTED Part I Employee Acme Test Corp 7071 Lakeshore Blvd Brookhaven, PA 79954 7 Name of employer 89-8921439 Applicable Large Employer Member (Employer) Avery Larsen 8 Employer identification number (EIN) XXX-XX-0127 Street address (including apt. no.) 2777 Sample Street City or town, state or province, country, and ZIP or foreign postal code Testville, IL 84470 14 Offer of Coverage (enter required code) All 12 Months 1H 15 Employee Required Contribution (see instructions) 9,153.55 16 Section 4980H Safe Harbor and Other Relief (enter code, if applicable) 2H",1095 "VOID CORRECTED Form 1095-C Employer-Provided Health Insurance Offer and Coverage VOID CORRECTED Department of the Treasury Internal Revenue Service Part I Employee Maple Street Dental PC 4195 Elm Park Pl Cedar Falls, IA 10898 7 Name of employer 67-9564721 Applicable Large Employer Member (Employer) Jordan Moreau 8 Employer identification number (EIN) ***-**-6347 Street address (including apt. no.) 1273 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 44586 14 Offer of Coverage (enter required code) All 12 Months 1E 15 Employee Required Contribution (see instructions) 4,296.89 Plan Start Month (enter 2-digit number) 12 Department of the Treasury - Internal Revenue Service Form 1095-C (keep for your records) www.irs.gov/Form1095C",1095 "OMB No. 1545-1380 Copy B For Payer/Borrower RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Keystone Home Loans 7315 Cedar Ln Testville, IL 36303 RECIPIENT'S/LENDER'S TIN 72-6490808 PAYER'S/BORROWER'S name Morgan Kowalski PAYER'S/BORROWER'S TIN ****2237 Street address (including apt. no.) 7790 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 91971 1 Mortgage interest received from payer(s)/borrower(s) $100,957.57 2 Outstanding mortgage principal $396,523.26 3 Mortgage origination date 1/4/25 4 Refund of overpaid interest 5 Mortgage insurance premiums $0.00 6 Points paid on purchase of principal residence 8 Address or description of property securing mortgage 5784 Harbor View Rd Riverton, WI 12303 9 Number of properties securing the mortgage 1 10 Other 4,647.74 11 Mortgage acquisition date July 3, 2025 Department of the Treasury - Internal Revenue Service",1098 "Form 1098 Mortgage Interest Statement OMB No. 1545-1380 RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Lakeshore Home Lending 2079 Elm Park Pl Lakewood, CO 58628 RECIPIENT'S/LENDER'S TIN 97-1919911 PAYER'S/BORROWER'S name Alex Larsen PAYER'S/BORROWER'S TIN ***-**-3913 Street address (including apt. no.) 9055 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 11620 1 Mortgage interest received from payer(s)/borrower(s) 84,715.31 2 Outstanding mortgage principal 573,790.07 3 Mortgage origination date 2021-11-22 4 Refund of overpaid interest 5 Mortgage insurance premiums 6 Points paid on purchase of principal residence 8 Address or description of property securing mortgage 240 Elm Park Pl Brookhaven, PA 15576 10 Other 1,654.29 11 Mortgage acquisition date June 13, 2022 Department of the Treasury - Internal Revenue Service Form 1098 (keep for your records) www.irs.gov/Form1098",1098 "For calendar year 2023 OMB No. 1545-1380 Copy B For Payer/Borrower RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Mortgage Servicing 1469 Lakeshore Blvd Bayside, WA 35809 RECIPIENT'S/LENDER'S TIN 18-5863911 PAYER'S/BORROWER'S name Priya B. Adeyemi PAYER'S/BORROWER'S TIN ****7984 2 Outstanding mortgage principal 181,694.26 3 Mortgage origination date 2022-10-18 4 Refund of overpaid interest 5 Mortgage insurance premiums 6 Points paid on purchase of principal residence 0.00 8 Address or description of property securing mortgage 2729 Maple Ridge Dr Fairview, OH 58675 9 Number of properties securing the mortgage 1 10 Other $359.74 11 Mortgage acquisition date 2023-11-02 Department of the Treasury - Internal Revenue Service Form 1098 Mortgage Interest Statement Form 1098 (keep for your records) www.irs.gov/Form1098",1098 "Form 1098 MortgageInterest Statement RECIPIENT: Keystone Home Loans RECIPIENT: Jordan Larsen 10 Other $9,496.06 2 Outstanding mortgage principal $534,574.42",1098 "RECIPIENT: Lakeshore Home Lending To: Casey C. Walsh 2 Outstanding mortgage principal $588,950.46 3 Mortgage origination date July 19, 2022",1098 "☐ CORRECTED OMB No. 1545-1380 The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bluewater Loan Servicing 9390 Lakeshore Blvd Cedar Falls, IA 54812 RECIPIENT'S/LENDER'S TIN 69-1660332 PAYER'S/BORROWER'S name Fatima R. Larsen PAYER'S/BORROWER'S TIN XXXXX7893 Street address (including apt. no.) 9889 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 63660 1 Mortgage interest received from payer(s)/borrower(s) 91,813.03 2 Outstanding mortgage principal $323,013.15 3 Mortgage origination date 2025-11-28 5 Mortgage insurance premiums 6 Points paid on purchase of principal residence 8 Address or description of property securing mortgage 1612 Willow Bend Way Riverton, WI 33157 9 Number of properties securing the mortgage 1 10 Other $2,038.72 11 Mortgage acquisition date 05/22/2024 Department of the Treasury - Internal Revenue Service",1098 "Form 1098 Mortgage Interest Statement For calendar year 2022 OMB No. 1545-1380 Copy B For Payer/Borrower The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Mortgage Servicing 2073 Granite St Lakewood, CO 73848 RECIPIENT'S/LENDER'S TIN 20-8063046 PAYER'S/BORROWER'S name Alex Brennan PAYER'S/BORROWER'S TIN ending in 4779 Street address (including apt. no.) 7495 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 22445 1 Mortgage interest received from payer(s)/borrower(s) 70,198.01 2 Outstanding mortgage principal 226,399.77 3 Mortgage origination date 2022-02-11 4 Refund of overpaid interest $0.00 5 Mortgage insurance premiums 6 Points paid on purchase of principal residence 8 Address or description of property securing mortgage 8378 Cedar Ln Fairview, OH 24019 9 Number of properties securing the mortgage 1 10 Other 4,153.49 11 Mortgage acquisition date 11/24/2019",1098 "Form 1098 Mortgage Interest Statement OMB No. 1545-1380 Copy B For Payer/Borrower RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bluewater Loan Servicing 4151 Prairie Ave Fairview, OH 83529 RECIPIENT'S/LENDER'S TIN 21-3025408 PAYER'S/BORROWER'S name Mateo E. Rivera PAYER'S/BORROWER'S TIN ***-**-2716 Street address (including apt. no.) 4605 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code Testville, IL 82373 Account number (see instructions) ****164444 1 Mortgage interest received from payer(s)/borrower(s) 101,615.54 2 Outstanding mortgage principal $514,391.65 4 Refund of overpaid interest 5 Mortgage insurance premiums 9 Number of properties securing the mortgage 1 10 Other $5,235.97 11 Mortgage acquisition date 04/13/2022 Department of the Treasury - Internal Revenue Service Form 1098 (keep for your records) www.irs.gov/Form1098",1098 "RECIPIENT'S name: Riverbend Mortgage Servicing To: Hiro Nguyen 9 Number of properties securing the mortgage 1 2 Outstanding mortgage principal $573,602.77 10 Other 3,371.21 Form 1098 Mortgage Interest Statement 2025",1098 "VOID CORRECTED For calendar year 2024 Copy B For Payer/Borrower The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Keystone Home Loans 4739 Lakeshore Blvd Lakewood, CO 84448 RECIPIENT'S/LENDER'S TIN 54-3650886 PAYER'S/BORROWER'S name Casey Testcase PAYER'S/BORROWER'S TIN XXX-XX-8224 Street address (including apt. no.) 8518 Sample Street City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 90958 1 Mortgage interest received from payer(s)/borrower(s) $1,068.45 2 Outstanding mortgage principal 527,000.84 3 Mortgage origination date 8/22/23 4 Refund of overpaid interest $0.00 5 Mortgage insurance premiums 6 Points paid on purchase of principal residence 8 Address or description of property securing mortgage 7860 Willow Bend Way Cedar Falls, IA 66547 9 Number of properties securing the mortgage 1 11 Mortgage acquisition date 11/11/2021 Department of the Treasury - Internal Revenue Service Form 1098 Mortgage Interest Statement Form 1098 (keep for your records) www.irs.gov/Form1098",1098 "Form 1098 Mortgage Interest Statement For calendar year 2024 OMB No. 1545-1380 Copy B For Payer/Borrower The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Keystone Home Loans 9728 Cedar Ln Cedar Falls, IA 61488 RECIPIENT'S/LENDER'S TIN 38-1765349 PAYER'S/BORROWER'S name Taylor Brennan PAYER'S/BORROWER'S TIN XXXXX7886 Account number (see instructions) ending in 886549 1 Mortgage interest received from payer(s)/borrower(s) $34,747.63 2 Outstanding mortgage principal $471,213.42 4 Refund of overpaid interest 5 Mortgage insurance premiums 8 Address or description of property securing mortgage 2227 Oak Hollow Ct Pinecrest, GA 53345 9 Number of properties securing the mortgage 1 10 Other $6,817.93 11 Mortgage acquisition date 04/12/2024 Department of the Treasury - Internal Revenue Service Form 1098 (keep for your records) www.irs.gov/Form1098",1098 "CORRECTED (if checked) 2026 OMB No. 1545-1380 The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Lakeshore Home Lending 8314 Granite St Lakewood, CO 83411 RECIPIENT'S/LENDER'S TIN 51-9392872 PAYER'S/BORROWER'S name Riley Tanaka PAYER'S/BORROWER'S TIN ****2465 Street address (including apt. no.) 9419 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 31174 Account number (see instructions) XXX-XX-206926 1 Mortgage interest received from payer(s)/borrower(s) 62,340.60 2 Outstanding mortgage principal 462,066.43 3 Mortgage origination date October 22, 2023 4 Refund of overpaid interest 5 Mortgage insurance premiums 6 Points paid on purchase of principal residence $0.00 8 Address or description of property securing mortgage 7658 Granite St Pinecrest, GA 98766 9 Number of properties securing the mortgage 1 10 Other $4,675.70 11 Mortgage acquisition date 06/17/2025",1098 "Form 1098 Mortgage Interest Statement For calendar year 2026 OMB No. 1545-1380 Copy B For Payer/Borrower The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Mortgage Servicing 7847 Cedar Ln Maplewood, MN 75682 RECIPIENT'S/LENDER'S TIN 55-9273161 PAYER'S/BORROWER'S name Avery M. Haddad PAYER'S/BORROWER'S TIN XXX-XX-4875 Street address (including apt. no.) 4074 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 90979 2 Outstanding mortgage principal 210,557.06 3 Mortgage origination date 6/20/25 4 Refund of overpaid interest $0.00 5 Mortgage insurance premiums $0.00 6 Points paid on purchase of principal residence 8 Address or description of property securing mortgage 9310 Prairie Ave Fairview, OH 40618 9 Number of properties securing the mortgage 1 10 Other $4,917.48 11 Mortgage acquisition date 4/6/26 Department of the Treasury - Internal Revenue Service Form 1098 (keep for your records) www.irs.gov/Form1098",1098 "Form 1098 Mortgage Interest Statement Copy B For Payer/Borrower RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Keystone Home Loans 4860 Maple Ridge Dr Oak Grove, TX 17839 RECIPIENT'S/LENDER'S TIN 87-6719330 PAYER'S/BORROWER'S name Alex Testcase PAYER'S/BORROWER'S TIN ending in 6204 Account number (see instructions) ending in 740495 1 Mortgage interest received from payer(s)/borrower(s) $15,326.17 2 Outstanding mortgage principal 437,213.55 5 Mortgage insurance premiums 0.00 6 Points paid on purchase of principal residence 8 Address or description of property securing mortgage 2810 Oak Hollow Ct Cedar Falls, IA 17547 9 Number of properties securing the mortgage 1 10 Other 6,189.16 Department of the Treasury - Internal Revenue Service Form 1098 (keep for your records) www.irs.gov/Form1098",1098 "VOID CORRECTED Form 1098 Mortgage Interest Statement 2025 OMB No. 1545-1380 RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bluewater Loan Servicing 673 Granite St Riverton, WI 12824 RECIPIENT'S/LENDER'S TIN 21-3083565 PAYER'S/BORROWER'S name Jordan E. Haddad PAYER'S/BORROWER'S TIN XXX-XX-7281 Street address (including apt. no.) 3493 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Testville, IL 60124 1 Mortgage interest received from payer(s)/borrower(s) $123,431.45 2 Outstanding mortgage principal $195,134.52 3 Mortgage origination date 2025-10-13 5 Mortgage insurance premiums 8 Address or description of property securing mortgage 5712 Lakeshore Blvd Cedar Falls, IA 54142 9 Number of properties securing the mortgage 1 10 Other $2,779.42 Department of the Treasury - Internal Revenue Service Form 1098 (keep for your records) www.irs.gov/Form1098",1098 "☐ CORRECTED Form 1098 Mortgage Interest Statement 2024 Copy B For Payer/Borrower The information in boxes 1 through 9 and 11 is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Lakeshore Home Lending 8412 Cedar Ln Maplewood, MN 46317 RECIPIENT'S/LENDER'S TIN 74-1600064 PAYER'S/BORROWER'S name Morgan Walsh PAYER'S/BORROWER'S TIN XXXXX9492 Street address (including apt. no.) 2918 Sample Street City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 26447 1 Mortgage interest received from payer(s)/borrower(s) 92,668.50 4 Refund of overpaid interest 5 Mortgage insurance premiums 6 Points paid on purchase of principal residence 0.00 8 Address or description of property securing mortgage 2911 Maple Ridge Dr Testville, IL 10311 9 Number of properties securing the mortgage 1 10 Other $2,161.25 11 Mortgage acquisition date September 6, 2023",1098 "CORRECTED (if checked) Form 1098-C Contríbutions of Motor Vehicles, Boats, and Airplanes 2O21 OMB No. 1545-1959 This is important tax information and is being furnished to theIRS. DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Account number (see instructions) l Date of contribution 2a Odometer mileage 2b Year 2c Make 2d Model 3 Vehide or other identification number 4a Donee certífies that vehide was sold in arm's length transaction to unrelated party 4cGross proceeds from sale 6a Did you provide goods or services in exchange for the vehicle? Riverbend Public Library Foundation l218Granite St Map1ewood, MN 18327 77-7371938 0livia E. Tanaka XXXXXO376 ****147138 01/15/2021 635 2021 Subaru Outback 7722MH0AZ8TGN836Y ☒ 3,224.90 No",1098 "Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes 2026 DONEE: RECIPIENT: 2c Make 3 Vehicle or other identification number 1 Date of contribution 2d Model Hope Harbor Shelter Wei Romero Honda 11VGWYVJ24W9EJ73P 12/21/23 F-150",1098 "CORRECTED (if checked) Form 1098-C Contributions of Motor Vehic1es, Boats, and Airplanes 2025 This isimportant taxinformation and is being fumished to the IRS. DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, andtelephone no. DONEE'S TIN DONOR'S namc DONOR'S TIN Street address (induding apt. no.) City or town, statc or province, country, and ZIP or foreígn posta1 code Account number (seeinstructions) 1 Date of contribution 2a Odometer mileage 2b Year 2d Modcl 3 Vehicle or other identification number 4a Donee certifies that vehicle was sold in arm's length transaction to unre1ated party 4c Gross proceeds from sale 6a Did you provide goods or scrvices in exchange for the vehicle? St. Brendan Parish 2003 Harbor View Rd Pinecrest, GA 58444 38-4642917 Jamie Wa1sh ****3676 543 Cedar Ln Lakewood, C0 l3557 ending in 835629 9/14/25 782 2025 Outback 0MX0V8MSJW1VZGERV [X] 7,505.00 Yes ☐ No ☒",1098 "Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes Copy B For Donor This is important tax information and is being furnished to the IRS. DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 2b Year 2c Make 2d Model 3 Vehicle or other identification number 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party 4c Gross proceeds from sale 6a Did you provide goods or services in exchange for the vehicle? St. Brendan Parish 1824 Sample Street Cedar Falls, IA 44525 86-9205495 Jamie Larsen XXX-XX-3053 3997 Oak Hollow Ct Cedar Falls, IA 94163 XXXXX514452 2023 Honda Civic NWWJ48753SSJWCNBM ☐ $2,892.30 Yes ☐ No ☒",1098 "☐ CORRECTED Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes 2022 OMB No. 1545-1959 Copy B For Donor This is important tax information and is being furnished to the IRS. DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Date of contribution 2a Odometer mileage 2c Make 2d Model 3 Vehicle or other identification number 4c Gross proceeds from sale 6a Did you provide goods or services in exchange for the vehicle? Greenway Animal Rescue 3080 Harbor View Rd Fairview, OH 56767 69-2796906 Lena Testcase ***-**-4097 2595 Oak Hollow Ct Lakewood, CO 57145 2022-07-09 478 Toyota F-150 X83XDSSVRWKPW20RA 9,375.89 Yes ☐ No ☒ Department of the Treasury - Internal Revenue Service Form 1098-C (keep for your records) www.irs.gov/Form1098C",1098 "Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes OMB No. 1545-1959 DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Date of contribution 2a Odometer mileage 2b Year 2c Make 2d Model 3 Vehicle or other identification number 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party 4c Gross proceeds from sale Hope Harbor Shelter 2663 Sample Street Fairview, OH 49151 21-7683359 Fatima Patel ****5970 274 Oak Hollow Ct Fairview, OH 92547 February 10, 2022 167 2022 Toyota Corolla 0B40100ESY4GALHNU [X] 1,313.09 Department of the Treasury - Internal Revenue Service Form 1098-C (keep for your records) www.irs.gov/Form1098C",1098 "Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes For calendar year 2023 OMB No. 1545-1959 This is important tax information and is being furnished to the IRS. DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Date of contribution 2a Odometer mileage 2b Year 2c Make 2d Model 4c Gross proceeds from sale Greenway Animal Rescue 1737 Lakeshore Blvd Cedar Falls, IA 13069 10-2265831 Fatima Okafor ending in 2099 6666 Harbor View Rd Cedar Falls, IA 45956 XXXXX510360 2/26/23 797 2023 Honda Corolla 912.34 Department of the Treasury - Internal Revenue Service Form 1098-C (keep for your records) www.irs.gov/Form1098C",1098 "Form 1O98-CContributions of Motor Vehicles, Boats, and Airplanes From: To: 2b Year 3 Vehicle or other identification number 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party 2c Make St. Brendan Parísh Lena Castillo 2021 7EMX7WN87B15ML5L0 X Ford",1098 "For calendar year 2023 OMB No. 1545-1959 Copy B For Donor DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Date of contribution 2a Odometer mileage 2b Year 2c Make 2d Model 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party 4c Gross proceeds from sale 6a Did you provide goods or services in exchange for the vehicle? St. Brendan Parish 536 Cedar Ln Brookhaven, PA 68505 28-6949213 Hiro A. Rivera ***-**-4012 6206 Harbor View Rd Cedar Falls, IA 73675 ending in 920157 October 17, 2022 325 2023 Toyota Civic ☐ $1,611.83 Yes ☐ No ☒",1098 "Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes For calendar year 2024 OMB No. 1545-1959 Copy B For Donor DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN 1 Date of contribution 2a Odometer mileage 2b Year 2d Model 3 Vehicle or other identification number 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party 4c Gross proceeds from sale 6a Did you provide goods or services in exchange for the vehicle? St. Brendan Parish 294 Cedar Ln Testville, IL 47893 67-7436079 Amara R. Castillo XXXXX5805 6/7/24 112 2024 Civic 1SMPUAZHFN5EZREDU ☐ $7,471.89 No Department of the Treasury - Internal Revenue Service Form 1098-C (keep for your records) www.irs.gov/Form1098C",1098 "VOID CORRECTED Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes For calendar year 2022 OMB No. 1545-1959 Copy B For Donor This is important tax information and is being furnished to the IRS. DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Account number (see instructions) 1 Date of contribution 2a Odometer mileage 2b Year 2c Make 2d Model 3 Vehicle or other identification number 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party Greenway Animal Rescue 1884 Sample Street Maplewood, MN 86724 62-2236906 Sofia Adeyemi ****3308 ending in 144937 1/19/19 692 2022 Subaru Corolla W278ER39WCFHZMKLH [X] Department of the Treasury - Internal Revenue Service Form 1098-C (keep for your records) www.irs.gov/Form1098C",1098 "Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes 2024 Copy B For Donor This is important tax information and is being furnished to the IRS. DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Date of contribution 2c Make 2d Model 3 Vehicle or other identification number 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party 4c Gross proceeds from sale 6a Did you provide goods or services in exchange for the vehicle? Greenway Animal Rescue 1555 Harbor View Rd Bayside, WA 96382 66-8034592 Olivia K. Testcase ending in 3032 1789 Oak Hollow Ct Bayside, WA 44852 01/12/2024 Honda Civic NZF04X0GDBS06VU4T [X] $232.51 Yes ☐ No ☒",1098 "CORRECTED (if checked) Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes Copy B For Donor This is important tax information and is being furnished to the IRS. DONEE'S name, street address, cíty or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN Account number (see instructions) 1 Date of contríbution 2a Odometer mileage 2b Year 2c Make 2d Model 3 Vehide or other identification number 4a Donee certifies that vehic1e was sold in arm's lcngth transactionto unre1ated party 6a Did you provide goods orservices in exchange for the vehicle? Riverbend Public Library Foundation 6698 Lakeshore BlvdBayside,WA 2995O 53-63O7109 Ríley Walsh XXXXX1278 ending in 010889 July 19, 2024 344 2024 Toyota Corolla BTYTUV5F1P27DY7D1 X No Department of the Treasury - Intemal Revenue 5ervíce Form 1098-C (keep for your records) www.irs.gov/Form1098C",1098 "CORRECTED (if checked) OMB No. 1545-1959 Copy B For Donor This is important tax information and is being furnished to the IRS. DONEE'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. DONEE'S TIN DONOR'S name DONOR'S TIN 1 Date of contribution 2a Odometer mileage 2b Year 2c Make 2d Model 3 Vehicle or other identification number 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party 4c Gross proceeds from sale 6a Did you provide goods or services in exchange for the vehicle? St. Brendan Parish 8086 Willow Bend Way Maplewood, MN 36768 51-4722425 Jordan Okafor ***-**-6687 November 19, 2022 235 2022 Ford F-150 CBLBVTYMKLR1388A6 [X] 5,483.96 No Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes",1098 "Form 1098-C Contributions of Motor Vehic1es, Boats, andAirplanes 2024 DONEE'5 name: Recipient's name: 2d Model 2c Make Riverbend Public Library Foundation Priya Romero Civic Ford",1098 "Form 1098-C Contributions of Motor Vehicles, Boats, and Airplanes DONEE'S name: To: 1 Date of contribution 4a Donee certifies that vehicle was sold in arm's length transaction to unrelated party 2d Model St. Brendan Parish Wei Testcase 9/21/23 X Civic",1098 "2022 OMB No. 1545-1576 RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Northwind Auto Credit 8070 Prairie Ave Pinecrest, GA 31727 RECIPIENT'S TIN: 18-7395473 BORROWER'S name: Hiro Lindqvist BORROWER'S TIN: ****0098 Street address (including apt. no.): 3754 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code: Fairview, OH 74398 Line 1 Student loan interest received by lender: 9,262.28 Line 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004 Department of the Treasury - Internal Revenue Service Form 1098-E Student Loan Interest Statement Form 1098-E (keep for your records) www.irs.gov/Form1098E",1098 "Form 1098-E Student Loan Interest Statement For calendar year 2025 Copy B For Borrower This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Granite Auto Finance 503 Harbor View Rd Maplewood, MN 63415 RECIPIENT'S TIN: 49-5446213 BORROWER'S name: Kwame Kowalski BORROWER'S TIN: ending in 3226 Street address (including apt. no.): 7936 Granite St City or town, state or province, country, and ZIP or foreign postal code: Pinecrest, GA 79360 Line 1 Student loan interest received by lender: $9,231.59 Line 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: ☐",1098 "Form 1098-E Student Loan Interest Statement 2025 OMBNo. 1545-1576 This is important tax information and is being fumished to the IRS. RECIPIENT'S/LENDER'S name, street address, cíty or town, state or provincc, country, ZIP or foreign posta1 code, and te1ephone number: GraniteAuto Finance 7908 Cedar Ln Oak Grove, TX 41611 RECIPIENT'S TIN: 20-5627325 BORROWER'S namc: Avery D. Castillo BORROWER'S TIN: XXXXX7732 Strcet address (including apt. no.): 374 Harbor View Rd City or town, state or province, country, and ZIP or foreign posta1 code:Oak Grove, TX 83809 1 5tudent loan interest received by lender: 957.30",1098 "Form 1098-E Student Loan Interest Statement For calendar year 2025 OMB No. 1545-1576 This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Summit Student Loan Servicing 6884 Prairie Ave Bayside, WA 77925 RECIPIENT'S TIN: 36-6785731 BORROWER'S name: Alex Kowalski BORROWER'S TIN: ending in 5230 Street address (including apt. no.): 6103 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code: Oak Grove, TX 14763 1 Student loan interest received by lender: 1,584.66 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004 Department of the Treasury - Internal Revenue Service Form 1098-E (keep for your records) www.irs.gov/Form1098E",1098 "VOID CORRECTED Form 1098-E Student Loan Interest Statement 2025 OMB No. 1545-1576 Copy B For Borrower This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Harbor Personal Lending 7004 Granite St Pinecrest, GA 10731 RECIPIENT'S TIN: 21-4174757 BORROWER'S name: Priya Moreau BORROWER'S TIN: ending in 0305 Street address (including apt. no.): 7542 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code: Testville, IL 78938 1 Student loan interest received by lender: $8,071.08 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: X Department of the Treasury - Internal Revenue Service Form 1098-E (keep for your records) www.irs.gov/Form1098E",1098 "Form 1098-E Student Loan Interest Statement 2023 RECIPIENT'S name:: Granite Auto Finance RECIPIENT:: Mateo Nguyen Box 1 Student loan interest received by lender: $8,842.52 Box 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: [X]",1098 "Form 1098-E Student Loan Interest Statement OMB No. 1545-1576 This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Cedar Valley Credit Union 7662 Willow Bend Way Riverton, WI 32269 RECIPIENT'S TIN: 94-4920458 BORROWER'S name: Avery Castillo BORROWER'S TIN: ****1058 Street address (including apt. no.): 1191 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code: Riverton, WI 92222 Box 1 Student loan interest received by lender: $7,451.22 Department of the Treasury - Internal Revenue Service Form 1098-E (keep for your records) www.irs.gov/Form1098E",1098 "For calendar year 2024 OMB No. 1545-1576 This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Summit Student Loan Servicing 7553 Cedar Ln Brookhaven, PA 80606 RECIPIENT'S TIN: 41-7720347 BORROWER'S name: Jamie S. Adeyemi BORROWER'S TIN: XXXXX2183 Street address (including apt. no.): 7015 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code: Maplewood, MN 31424 Line 1 Student loan interest received by lender: $6,952.91 Line 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: ☐ Department of the Treasury - Internal Revenue Service Form 1098-E Student Loan Interest Statement Form 1098-E (keep for your records) www.irs.gov/Form1098E",1098 "Form 1098-E Student Loan Interest Statement For calendar year 2023 Copy B For Borrower This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Northwind Auto Credit 7471 Oak Hollow Ct Cedar Falls, IA 60532 RECIPIENT'S TIN: 60-6449014 BORROWER'S name: Casey Lindqvist BORROWER'S TIN: ****0287 Street address (including apt. no.): 4770 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code: Fairview, OH 32529 Account number (see instructions): ending in 734465 Box 1 Student loan interest received by lender: $1,389.20 Box 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: [X]",1098 "VOID CORRECTED Form 1098-E Student Loan Interest Statement For calendar year 2025 Copy B For Borrower RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Cedar Valley Credit Union 7747 Maple Ridge Dr Lakewood, CO 35433 RECIPIENT'S TIN: 18-3960301 BORROWER'S name: Wei S. Testcase BORROWER'S TIN: XXX-XX-4958 Account number (see instructions): XXXXX558989 1 Student loan interest received by lender: $5,530.42 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004 Department of the Treasury - Internal Revenue Service Form 1098-E (keep for your records) www.irs.gov/Form1098E",1098 "Form 1098-E Student Loan Interest Statement 2026 RECIPIENT'S name:: Granite Auto Finance Recipient's name:: Lena Lindqvist Line 1 Student loan interest received by lender: 9,125.44 Line 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: [X]",1098 "Form 1098-E Student Loan Interest Statement For calendar year 2026 This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Cedar Valley Credit Union 7167 Cedar Ln Testville, IL 51500 RECIPIENT'S TIN: 34-9912505 BORROWER'S name: Sofia B. Haddad BORROWER'S TIN: XXX-XX-9498 Street address (including apt. no.): 6344 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Maplewood, MN 53348 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: ☒",1098 "Form 1098-E Student Loan Interest Statement 2024 Copy B For Borrower This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Granite Auto Finance 8699 Prairie Ave Lakewood, CO 79944 RECIPIENT'S TIN: 48-9717932 BORROWER'S name: Kwame M. Lindqvist BORROWER'S TIN: XXX-XX-9818 Account number (see instructions): ***-**-781452 1 Student loan interest received by lender: 3,137.74 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: ☐",1098 "☐ CORRECTED Form 1098-E Student Loan Interest Statement 2021 OMB No. 1545-1576 Copy B For Borrower RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Granite Auto Finance 5601 Maple Ridge Dr Pinecrest, GA 10602 RECIPIENT'S TIN: 28-3493118 BORROWER'S name: Taylor Moreau BORROWER'S TIN: XXXXX3527 Street address (including apt. no.): 5985 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Cedar Falls, IA 23184 Account number (see instructions): XXX-XX-729882 Box 1 Student loan interest received by lender: 1,267.63 Box 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: [X] Department of the Treasury - Internal Revenue Service Form 1098-E (keep for your records) www.irs.gov/Form1098E",1098 "2025 OMB No. 1545-1576 Copy B For Borrower RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Granite Auto Finance 5897 Oak Hollow Ct Brookhaven, PA 41450 RECIPIENT'S TIN: 26-6245596 BORROWER'S name: Noah Castillo BORROWER'S TIN: ***-**-9972 Street address (including apt. no.): 6288 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code: Cedar Falls, IA 37831 1 Student loan interest received by lender: 6,886.76 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004 Form 1098-E Student Loan Interest Statement",1098 "Form 1098-E Student Loan Interest Statement 2025 OMB No. 1545-1576 This is important tax information and is being furnished to the IRS. RECIPIENT'S/LENDER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number: Cedar Valley Credit Union 4219 Elm Park Pl Oak Grove, TX 25298 RECIPIENT'S TIN: 85-2561777 BORROWER'S name: Jamie Adeyemi BORROWER'S TIN: XXXXX8087 Street address (including apt. no.): 7098 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code: Fairview, OH 31156 Line 1 Student loan interest received by lender: 4,070.30 Line 2 If checked, box 1 does not include loan origination fees and/or capitalized interest for loans made before September 1, 2004: ☐ Department of the Treasury - Internal Revenue Service Form 1098-E (keep for your records) www.irs.gov/Form1098E",1098 "VOID CORRECTED 2025 OMB No. 1545-1574 This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number Northwind Technical Institute 3281 Sample Street Riverton, WI 78069 FILER'S employer identification no. 60-6632583 STUDENT'S name Priya Tanaka STUDENT'S TIN ending in 5539 Account number (see instructions) ***-**-077544 1 Payments received for qualified tuition and related expenses 83,513.03 4 Adjustments made for a prior year 5 Scholarships or grants 7,084.34 8 Checked if at least half-time student 9 Checked if a graduate student X",1098 "Form 1098-T Tuition Statement 2023 OMB No. 1545-1574 Copy B For Student This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number Riverside Community College 5241 Harbor View Rd Bayside, WA 64431 FILER'S employer identification no. 26-4858022 STUDENT'S name Sofia C. Larsen STUDENT'S TIN ****3596 Street address (including apt. no.) 9809 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 55186 1 Payments received for qualified tuition and related expenses 19,991.98 4 Adjustments made for a prior year 0.00 5 Scholarships or grants 942.73 6 Adjustments to scholarships or grants for a prior year 8 Checked if at least half-time student ☐ 9 Checked if a graduate student ☐",1098 "Form 1098-T Tuition Statement 2024 FILER'S name: Riverside Community College Recipient's name: Mateo L. Nguyen 9 Checked if a graduate student ☐ 5 Scholarships or grants 1,982.73 1 Payments received for qualified tuition and related expenses 119,632.76 8 Checked if at least half-time student 0.00",1098 "Copy B For 5tudent This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, ZIP or foreign posta1 code, andtelephone number RiversideCommunityCollcge 7O29 Sample Street Oak Grove, TX 88017 FILER'S emp1oyer identification no. 56-9916100 STUDENT'S name Wei Tanaka STUDENT'S TIN XXXXX7278 Street address (including apt. no.) l803 Elm ParkPl City or town, state or province, country, and ZIP or foreign postal code 0ak Grove, TX 68655 Account number (see ínstructions) ***-**-571494 1 Payments received for qualified tuition and related expenses 7,572.64 5 Scholarships or grants $5,946.73 6 Adjustmcnts to scholarshíps or grants for a prior year 8 Checked if at least half-time student ☐ Department of the Treasury -Intemal Revenue Service",1098 "FILER: Lakeshore State University Recipient's name: Sofía Pate1 5 Scholarships or grants8,500.73 1 Payments received for qualified tuition and related expenses 112,481.45 8 Checked if at least half-time student X 9 Checked if a graduate student ☒ Form 1098-T Tuítion 5tatement",1098 "FILER'S name: Northwind Technical Institute Recipient's name: Sofia Kowalski 8 Checked if at least half-time student [X] 1 Payments received for qualified tuition and related expenses 111,556.80",1098 "Form 1098-T Tuition Statement From: Riverside Community College To: Fatima Walsh 8 Checked if at least half-time student ☐ 9 Checked if a graduate student X 1 Payments received for qualified tuition and related expenses $77,916.31 5 Scholarships or grants $59.08",1098 "OMB No. 1545-1574 This is important tax information and isbeing furnished to the IR5. FILER'5 name, street address, cíty or town, state orprovince, country, ZIP or foreign postal code, and telephone number Lakeshore State University 364 Elm Park Pl Oak Grove, TX 52846 FILER'5 employer identification no. l2-6l614O8 STUDENT'S name Olivia NguyenSTUDENT'S TIN ***-**-6562 Street address (íncluding apt. no.) 9306 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 75748 1 Payments received for qualified tuition and related expenses S11,943.265 5cholarships or grants 1,380.43 6 Adjustments to scholarshipsor grants for a prior year 8 Checked if at least half-time student 9 Checked if a graduate student ☒ Department of the Treasury - Intemal Revenue Servíce Form 1098-T Tuition Statement Form 1098-T (keep for your records) www.irs.gov/Form1098T",1098 "2023 OMB No. 1545-1574 FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number Riverside Community College 4193 Harbor View Rd Lakewood, CO 14164 FILER'S employer identification no. 95-8381865 STUDENT'S name Avery C. Brennan STUDENT'S TIN ***-**-0297 Street address (including apt. no.) 3100 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 94929 Account number (see instructions) ***-**-810382 1 Payments received for qualified tuition and related expenses $127,431.91 4 Adjustments made for a prior year 6 Adjustments to scholarships or grants for a prior year 8 Checked if at least half-time student 9 Checked if a graduate student [X]",1098 "FILER'S name: Northwind Technical Institute RECIPIENT: Diego Okafor 8 Checked if at least half-time student [X] 1 Payments received for qualified tuition and related expenses $77,650.18 9 Checked if a graduate student [X]",1098 "VOID CORRECTED Form 1098-T Tuition Statement 2023 OMB No. 1545-1574 FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number Lakeshore State University 5213 Oak Hollow Ct Bayside, WA 41697 FILER'S employer identification no. 31-3509632 STUDENT'S name Jamie M. Okafor STUDENT'S TIN ****8207 Street address (including apt. no.) 5978 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code Testville, IL 39692 Account number (see instructions) XXX-XX-677904 1 Payments received for qualified tuition and related expenses $22,517.07 5 Scholarships or grants 4,566.21 8 Checked if at least half-time student X 9 Checked if a graduate student X",1098 "Form 1098-T Tuition Statement FILER'S name: Riverside Community College RECIPIENT: Mateo Lindqvist 1 Payments received for qualified tuition and related expenses 17,191.76",1098 "CORRECTED (if checked) Form 1098-T Tuition Statement For calendar year 2024 OMB No. 1545-1574 Copy B For Student This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number Lakeshore State University 4807 Elm Park Pl Testville, IL 14144 FILER'S employer identification no. 43-7910004 STUDENT'S name Casey R. Rivera STUDENT'S TIN ****3917 1 Payments received for qualified tuition and related expenses 5,702.95 4 Adjustments made for a prior year 5 Scholarships or grants $4,045.23 6 Adjustments to scholarships or grants for a prior year 9 Checked if a graduate student [X]",1098 "Form 1098-T Tuition Statement Copy B For Student This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone number Riverside Community College 9768 Sample Street Riverton, WI 20851 FILER'S employer identification no. 97-9536488 STUDENT'S name Priya Brennan STUDENT'S TIN XXX-XX-8368 Street address (including apt. no.) 9856 Sample Street City or town, state or province, country, and ZIP or foreign postal code Fairview, OH 13272 Account number (see instructions) XXX-XX-108737 1 Payments received for qualified tuition and related expenses $33,145.57 4 Adjustments made for a prior year 5 Scholarships or grants $2,099.42 9 Checked if a graduate student ☐",1098 "FILER'S name: Northwind Technical Institute To: Priya Castillo 8 Checked if at least half-time student ☐ 1 Payments received for qualified tuition and related expenses 134,918.49 5 Scholarships or grants 7,671.32 Form 1098-T Tuition Statement 2024",1098 "2022 OMB No. 1545-1574 This is important tax information and is being furnished to the IR5. FILER'S name, street address, city or town, stateor province, country, ZIP or foreign postal code, and telephone number Ríverside Community College 8445 Granite St Cedar Falls, IA 47036 FILER'S employer identification no. 5l-2935183 STUDENT'S name Jamie Haddad STUDENT'S TIN XXXXX6647 Street address (including apt. no.) 562O Maple Ridge Dr Cityor town, state or province, country, andZIP or foreign posta1 code Fairview, 0H41530 1 Payments receivedfor qua1ified tuition and re1ated expenses S89,763.75 4 Adjustments made for a prior year 5 Scholarships or grants $8,345.66 6 Adjustments to scholarships or grants for a prior year 8 Checked if at least half-time student X 9 Checked if a graduate student ☒ Form l098-T Tuition Statement",1098 "## CORRECTED (if checked) 2021 OMB No. 1545-0715 This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Summit Investments 7239 Cedar Ln Lakewood, CO 39039 | | PAYER'S TIN | 53-6820649 | | RECIPIENT'S name | Hiro Fischer | | RECIPIENT'S TIN | ****8273 | | 1a Description of property | FXAIX | | 1b Date acquired | 02/22/2021 | | 1c Date sold or disposed | 10/05/2018 | | 1d Proceeds | $33,841.80 | | 1e Cost or other basis | 52,149.13 | | 1g Wash sale loss disallowed | | | 2 Short-term gain or loss / Long-term gain or loss | Long-term | | 4 Federal income tax withheld | 0.00 | | 5 Check if noncovered security | ☒ | | 6 Reported to IRS: Gross proceeds | ☐ | Department of the Treasury - Internal Revenue Service Form 1099-B Proceeds From Broker and Barter Exchange Transactions Form 1099-B (keep for your records) www.irs.gov/Form1099B",1099 "For calendar year 2026 ## Copy B For Recipient This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Evergreen Brokerage Services 4579 Prairie Ave Brookhaven, PA 35139 | | PAYER'S TIN | 89-7043954 | | RECIPIENT'S name | Olivia A. Brennan | | RECIPIENT'S TIN | ***-**-1202 | | Street address (including apt. no.) | 5316 Cedar Ln | | City or town, state or province, country, and ZIP or foreign postal code | Maplewood, MN 12801 | | Account number (see instructions) | XXX-XX-449861 | | 1a Description of property | BND | | 1b Date acquired | 8/5/26 | | 1c Date sold or disposed | 2026-03-24 | | 1d Proceeds | $96,845.92 | | 1e Cost or other basis | 81,861.11 | | 2 Short-term gain or loss / Long-term gain or loss | Short-term | | 4 Federal income tax withheld | | | 5 Check if noncovered security | | | 6 Reported to IRS: Gross proceeds | ☐ |",1099 "Form 1099-B Proceeds From Broker and Barter Exchange Transactions For calendar year 2023 Copy B For Recipient | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Summit Investments 355 Granite St Cedar Falls, IA 51790 | | PAYER'S TIN | 31-8978214 | | RECIPIENT'S name | Wei Romero | | RECIPIENT'S TIN | ending in 7171 | | Street address (including apt. no.) | 2655 Willow Bend Way | | City or town, state or province, country, and ZIP or foreign postal code | Oak Grove, TX 45682 | | 1a Description of property | VOO | | 1b Date acquired | 2023-05-22 | | 1c Date sold or disposed | May 13, 2023 | | 1d Proceeds | 15,810.71 | | 1e Cost or other basis | $123,876.61 | | 2 Short-term gain or loss / Long-term gain or loss | Long-term | | 5 Check if noncovered security | ☒ | Department of the Treasury - Internal Revenue Service Form 1099-B (keep for your records) www.irs.gov/Form1099B",1099 "Form 1099-B Proceeds From Broker and Barter Exchange Transactions 2026 OMB No. 1545-0715 Copy B For Recipient ## This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Summit Investments 7220 Prairie Ave Riverton, WI 19883 | | PAYER'S TIN | 26-7322308 | | RECIPIENT'S name | Amara R. Larsen | | RECIPIENT'S TIN | ****9405 | | Street address (including apt. no.) | 484 Oak Hollow Ct | | City or town, state or province, country, and ZIP or foreign postal code | Fairview, OH 48534 | | 1a Description of property | MSFT | | 1b Date acquired | 2026-05-09 | | 1c Date sold or disposed | 2025-01-28 | | 1d Proceeds | 24,826.00 | | 1e Cost or other basis | $59,109.37 | | 1g Wash sale loss disallowed | | | 2 Short-term gain or loss / Long-term gain or loss | X Short-term | | 4 Federal income tax withheld | | | 5 Check if noncovered security | X | | 6 Reported to IRS: Gross proceeds | ☒ |",1099 "Form 1099-B Proceeds From Broker and Barter Exchange Transactions 2023 OMB No. 1545-0715 ## Copy B For Recipient This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Evergreen Brokerage Services 5137 Granite St Pinecrest, GA 32081 | | PAYER'S TIN | 88-6535079 | | RECIPIENT'S name | Noah C. Adeyemi | | RECIPIENT'S TIN | ****3094 | | Street address (including apt. no.) | 5779 Prairie Ave | | City or town, state or province, country, and ZIP or foreign postal code | Testville, IL 52333 | | Account number (see instructions) | ending in 591070 | | 1a Description of property | BND | | 1b Date acquired | April 1, 2020 | | 1c Date sold or disposed | August 10, 2023 | | 1d Proceeds | 64,647.07 | | 1e Cost or other basis | $18,674.79 | | 1g Wash sale loss disallowed | | | 2 Short-term gain or loss / Long-term gain or loss | X Short-term | | 4 Federal income tax withheld | $0.00 | | 5 Check if noncovered security | ☐ | | 6 Reported to IRS: Gross proceeds | | Department of the Treasury - Internal Revenue Service Form 1099-B (keep for your records) www.irs.gov/Form1099B",1099 "VOID CORRECTED ## Form 1099-B Proceeds From Broker and Barter Exchange Transactions For calendar year 2022 ## OMB No. 1545-0715 Copy B For Recipient This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Summit Investments 2642 Cedar Ln Brookhaven, PA 45860 | | PAYER'S TIN | 88-8016492 | | RECIPIENT'S name | Diego M. Romero | | RECIPIENT'S TIN | XXXXX5443 | | Street address (including apt. no.) | 2730 Prairie Ave | | City or town, state or province, country, and ZIP or foreign postal code | Oak Grove, TX 62824 | | 1a Description of property | 100 SH ACME CORP | | 1b Date acquired | June 8, 2022 | | 1c Date sold or disposed | 08/20/2022 | | 1d Proceeds | 73,715.79 | | 1e Cost or other basis | 74,816.00 | | 1g Wash sale loss disallowed | | | 2 Short-term gain or loss / Long-term gain or loss | Short-term | | 4 Federal income tax withheld | $0.00 | | 5 Check if noncovered security | ☒ | | 6 Reported to IRS: Gross proceeds | ☐ |",1099 "☐ CORRECTED For calendar year 2026 ## OMB No. 1545-0715 Copy B For Recipient This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Ironwood Wealth Partners 2150 Granite St Oak Grove, TX 73625 | | PAYER'S TIN | 20-9771206 | | RECIPIENT'S name | Casey Kowalski | | RECIPIENT'S TIN | XXXXX4139 | | Street address (including apt. no.) | 280 Harbor View Rd | | City or town, state or province, country, and ZIP or foreign postal code | Testville, IL 55855 | | 1a Description of property | VTI | | 1b Date acquired | 10/21/2026 | | 1c Date sold or disposed | 2023-03-07 | | 1d Proceeds | 111,828.52 | | 1e Cost or other basis | $99,148.03 | | 1g Wash sale loss disallowed | | | 4 Federal income tax withheld | 0.00 | | 5 Check if noncovered security | X | | 6 Reported to IRS: Gross proceeds | ☒ | ## Department of the Treasury - Internal Revenue Service Form 1099-B Proceeds From Broker and Barter Exchange Transactions ## Form 1099-B (keep for your records) www.irs.gov/Form1099B",1099 "## VOID CORRECTED Form 1099-B ## Proceeds From Broker and Barter Exchange Transactions ## For calendar year 2023 Copy B For Recipient This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Evergreen Brokerage Services 7724 Harbor View Rd Pinecrest, GA 26478 | | PAYER'S TIN | 96-3574958 | | RECIPIENT'S name | Riley D. Tanaka | | RECIPIENT'S TIN | XXXXX0245 | | 1a Description of property | BND | | 1b Date acquired | 2022-01-21 | | 1c Date sold or disposed | 2023-05-27 | | 1d Proceeds | $25,812.49 | | 1g Wash sale loss disallowed | | | 2 Short-term gain or loss / Long-term gain or loss | Short-term | | 4 Federal income tax withheld | $0.00 | | 5 Check if noncovered security | [X] | | 6 Reported to IRS: Gross proceeds | ☐ |",1099 "## Form 1099-B ## Proceeds From Broker and Barter Exchange Transactions 2025 ## OMB No. 1545-0715 ## Copy B For Recipient This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Summit Investments 9137 Lakeshore Blvd Lakewood, CO 29496 | | PAYER'S TIN | 71-1478041 | | RECIPIENT'S name | Jordan Adeyemi | | RECIPIENT'S TIN | ending in 5241 | | Street address (including apt. no.) | 7971 Lakeshore Blvd | | City or town, state or province, country, and ZIP or foreign postal code | Testville, IL 42564 | | Account number (see instructions) | XXX-XX-863220 | | 1a Description of property | VTI | | 1b Date acquired | November 14, 2025 | | 1c Date sold or disposed | 7/6/25 | | 1d Proceeds | 138,534.39 | | 1e Cost or other basis | 46,545.39 | | 1g Wash sale loss disallowed | | | 2 Short-term gain or loss / Long-term gain or loss | Short-term | | 4 Federal income tax withheld | | | 5 Check if noncovered security | ☒ | | 6 Reported to IRS: Gross proceeds | ☐ | Department of the Treasury - Internal Revenue Service Form 1099-B (keep for your records) www.irs.gov/Form1099B",1099 "## Form 1099-B Proceeds From Broker and Barter Exchange Transactions | Field | Value | | --- | --- | | PAYER'S name: | Ironwood Wealth Partners | | Recipient's name: | Jordan Testcase | | 1a Description of property | MSFT |",1099 "VOID CORRECTED Form 1099-B Proceeds From Broker and Barter Exchange Transactions | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign posta1 code | Clearwater Investing33O9 E1m Park Pl Riverton, WI 98340 | | PAYER'S TIN | 22-4398l78 | | RECIPIENT'Sname | Sofia Adeyemi | | RECIPIENT'S TIN | XXXXX4848 | | Street address (induding apt. no.) | 6636 0ak Hollow Ct | | City or town, state or province, country, and ZIP or foreign postal code | Riverton, WI 93913 | | Account number (see instructions) | XXXXX885951 | | 1a Description of propcrty | BND | | 1b Date acquired | September 3, 2O25 | | 1c Date sold or disposed | 07/17/2023 | | 1d Proceeds | 10,156.22| | 1e Cost or other basis | 3,416.12 | | 1g Wash sa1e loss disallowed | S0.00 | | 2 5hort-term gain or loss / Long-term gain orloss | 5hort-term | | 5 Check if noncovered security | | | 6 Reported to IRS: Gross proceeds | [X] | ## Department of the Treasury -IntemalRevenue Service Form 1099-B (keep for your records) www.irs.gov/Form1099B",1099 "## Form 1099-B ## Proceeds From Broker and Barter Exchange Transactions For calendar year 2022 This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Northstar Securities 1770 Oak Hollow Ct Bayside, WA 59762 | | PAYER'S TIN | 61-5199670 | | RECIPIENT'S name | Taylor Romero | | RECIPIENT'S TIN | ending in 0170 | | Street address (including apt. no.) | 1977 Elm Park Pl | | City or town, state or province, country, and ZIP or foreign postal code | Riverton, WI 91198 | | 1a Description of property | 50 SH NORTHWIND INC | | 1b Date acquired | June 6, 2022 | | 1d Proceeds | $76,337.43 | | 1e Cost or other basis | 61,332.97 | | 1g Wash sale loss disallowed | 0.00 | | 2 Short-term gain or loss / Long-term gain or loss | Short-term | | 4 Federal income tax withheld | | | 5 Check if noncovered security | X | | 6 Reported to IRS: Gross proceeds | | Department of the Treasury - Internal Revenue Service Form 1099-B (keep for your records) www.irs.gov/Form1099B",1099 "For calendar year 2023 ## OMB No. 1545-0715 | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Summit Investments 1598 Maple Ridge Dr Lakewood, CO 67410 | | PAYER'S TIN | 83-2595927 | | RECIPIENT'S name | Fatima Moreau | | RECIPIENT'S TIN | XXXXX5772 | | Street address (including apt. no.) | 3693 Harbor View Rd | | City or town, state or province, country, and ZIP or foreign postal code | Bayside, WA 77341 | | 1a Description of property | FXAIX | | 1b Date acquired | 10/13/2020 | | 1c Date sold or disposed | 2022-11-28 | | 1d Proceeds | $97,016.74 | | 1e Cost or other basis | 92,094.31 | | 1g Wash sale loss disallowed | 0.00 | | 4 Federal income tax withheld | | | 5 Check if noncovered security | | | 6 Reported to IRS: Gross proceeds | ☒ |",1099 "VOID CORRECTED ## For calendar year 2024 OMB No. 1545-0715 Copy B For Recipient | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Northstar Securities 3491 Maple Ridge Dr Cedar Falls, IA 55862 | | PAYER'S TIN | 65-4324195 | | RECIPIENT'S name | Noah Nguyen | | RECIPIENT'S TIN | ***-**-0245 | | Street address (including apt. no.) | 7829 Maple Ridge Dr | | City or town, state or province, country, and ZIP or foreign postal code | Cedar Falls, IA 16184 | | Account number (see instructions) | XXXXX287160 | | 1a Description of property | VTI | | 1b Date acquired | September 12, 2024 | | 1c Date sold or disposed | 2024-08-27 | | 1d Proceeds | 85,864.06 | | 1e Cost or other basis | $77,573.93 | | 2 Short-term gain or loss / Long-term gain or loss | X Long-term | | 4 Federal income tax withheld | | | 5 Check if noncovered security | | | 6 Reported to IRS: Gross proceeds | [X] | Department of the Treasury - Internal Revenue Service",1099 "VOID CORRECTED ## For calendar year 2024 OMB No. 1545-0715 Copy B For Recipient | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Ironwood Wealth Partners 865 Oak Hollow Ct Bayside, WA 54663 | | PAYER'S TIN | 78-7100964 | | RECIPIENT'S name | Taylor Patel | | RECIPIENT'S TIN | XXX-XX-4523 | | 1a Description of property | VTI | | 1b Date acquired | 2024-09-21 | | 1d Proceeds | $86,401.30 | | 1e Cost or other basis | $105,848.15 | | 1g Wash sale loss disallowed | | | 2 Short-term gain or loss / Long-term gain or loss | X Short-term | | 4 Federal income tax withheld | 0.00 | | 5 Check if noncovered security | [X] | | 6 Reported to IRS: Gross proceeds | ☒ |",1099 "☐ CORRECTED 2026 ## Copy B For Recipient | Field | Value | | --- | --- | | PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Summit Investments 4158 Sample Street Bayside, WA 76854 | | PAYER'S TIN | 11-9030828 | | RECIPIENT'S name | Noah Rivera | | RECIPIENT'S TIN | ending in 3402 | | 1a Description of property | 100 SH ACME CORP | | 1b Date acquired | 12/17/23 | | 1c Date sold or disposed | 5/18/25 | | 1d Proceeds | $92,147.84 | | 1e Cost or other basis | $30,532.00 | | 1g Wash sale loss disallowed | 0.00 | | 2 Short-term gain or loss / Long-term gain or loss | X Long-term | | 4 Federal income tax withheld | | | 5 Check if noncovered security | [X] | | 6 Reported to IRS: Gross proceeds | ☒ | Department of the Treasury - Internal Revenue Service",1099 "CORRECTED (if checked) 2023 OMB No. 1545-1424 CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Atlas Card Services 494 Oak Hollow Ct Oak Grove, TX 30261 CREDITOR'S TIN 91-9176907 DEBTOR'S name Noah J. Testcase DEBTOR'S TIN ***-**-6992 Street address (including apt. no.) 2940 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 49182 1 Date of identifiable event March 10, 2020 2 Amount of debt discharged $134,623.94 3 Interest, if included in box 2 6,241.58 5 If checked, the debtor was personally liable for repayment of the debt 6 Identifiable event code A 7 Fair market value of property $0.00 Department of the Treasury - Internal Revenue Service Form 1099-C Cancellation of Debt Form 1099-C (keep for your records) www.irs.gov/Form1099C",1099 "Form 1099-C Cancellation ofDebt 2023 From: Atlas Card Services RECIPIENT: Priya A. Adeyemi 3 Interest, if includcd in box 2 3,003.59 4 Debt description Auto loan deficiency",1099 "Form 1099-C Cancellation of Debt For calendar year 2023 OMB No. 1545-1424 Copy B For Debtor This is important tax information and is being furnished to the IRS. CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Atlas Card Services 9131 Maple Ridge Dr Maplewood, MN 19136 CREDITOR'S TIN 23-9297301 DEBTOR'S name Sofia S. Tanaka DEBTOR'S TIN XXXXX8997 Street address (including apt. no.) 8745 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 81476 1 Date of identifiable event 03/18/2023 2 Amount of debt discharged 110,392.27 3 Interest, if included in box 2 $5,780.67 4 Debt description Credit card 5 If checked, the debtor was personally liable for repayment of the debt ☒ 7 Fair market value of property Department of the Treasury - Internal Revenue Service Form 1099-C (keep for your records) www.irs.gov/Form1099C",1099 "Form 1099-C Cancellation of Debt 2026 CREDITOR: Northwind Card Member Services To: Amara Walsh 4 Debt description Credit card 6 Identifiable event code F 3 Interest, if included in box 2 5,680.92 2 Amount of debt discharged $95,891.09",1099 "Form 1099-C Cancellation of Debt For calendar year 2024 OMB No. 1545-1424 CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Atlas Card Services 1764 Cedar Ln Lakewood, CO 13618 CREDITOR'S TIN 60-9895320 DEBTOR'S name Hiro Adeyemi DEBTOR'S TIN ending in 9151 Street address (including apt. no.) 1302 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 57150 Account number (see instructions) ending in 408438 1 Date of identifiable event July 18, 2023 2 Amount of debt discharged 120,116.83 3 Interest, if included in box 2 $6,084.66 4 Debt description Auto loan deficiency 5 If checked, the debtor was personally liable for repayment of the debt ☐ 7 Fair market value of property Department of the Treasury - Internal Revenue Service Form 1099-C (keep for your records) www.irs.gov/Form1099C",1099 "VOID CORRECTED Form 1099-C Cancellation of Debt OMB No. 1545-1424 CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Northwind Card Member Services 2439 Granite St Bayside, WA 80769 CREDITOR'S TIN 41-7455690 DEBTOR'S name Hiro K. Okafor DEBTOR'S TIN XXX-XX-1638 1 Date of identifiable event 2026-06-01 2 Amount of debt discharged $23,461.46 4 Debt description Personal loan 5 If checked, the debtor was personally liable for repayment of the debt X 6 Identifiable event code A 7 Fair market value of property $0.00 Department of the Treasury - Internal Revenue Service Form 1099-C (keep for your records) www.irs.gov/Form1099C",1099 "VOID CORRECTED This is important tax information and is being furnished to the IRS. CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Atlas Card Services 9563 Harbor View Rd Riverton, WI 88306 CREDITOR'S TIN 96-5983341 DEBTOR'S name Jamie E. Haddad DEBTOR'S TIN XXX-XX-6996 Street address (including apt. no.) 1902 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Testville, IL 23550 Account number (see instructions) ****246590 2 Amount of debt discharged $77,810.42 3 Interest, if included in box 2 6,452.81 4 Debt description Personal loan 6 Identifiable event code A 7 Fair market value of property 0.00 Department of the Treasury - Internal Revenue Service",1099 "Form 1099-C Cancellation of Debt 2023 CREDITOR: Atlas Card Services To: Kwame Rivera 1 Date of identifiable event 2022-02-11 3 Interest, if included in box 2 $5,304.09 2 Amount of debt discharged $67,726.45",1099 "VOID CORRECTED OMB No. 1545-1424 Copy B For Debtor This is important tax information and is being furnished to the IRS. CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bluewater Bank Card Center 3026 Prairie Ave Oak Grove, TX 81871 CREDITOR'S TIN 71-2568051 DEBTOR'S name Fatima Castillo DEBTOR'S TIN ****1365 Street address (including apt. no.) 2296 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 32596 1 Date of identifiable event 06/04/2022 2 Amount of debt discharged 122,728.96 3 Interest, if included in box 2 $3,902.80 4 Debt description Auto loan deficiency 5 If checked, the debtor was personally liable for repayment of the debt X 6 Identifiable event code A Department of the Treasury - Internal Revenue Service Form 1099-C Cancellation of Debt Form 1099-C (keep for your records) www.irs.gov/Form1099C",1099 "Form 1099-C Cancellation of Debt This is important tax information and is being furnished to the IRS. CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Atlas Card Services 6746 Sample Street Fairview, OH 40954 CREDITOR'S TIN 30-8479096 DEBTOR'S name Amara Kowalski DEBTOR'S TIN XXX-XX-2398 1 Date of identifiable event December 26, 2026 2 Amount of debt discharged 31,185.96 3 Interest, if included in box 2 7,316.46 4 Debt description Credit card 5 If checked, the debtor was personally liable for repayment of the debt ☐ 6 Identifiable event code A 7 Fair market value of property Department of the Treasury - Internal Revenue Service Form 1099-C (keep for your records) www.irs.gov/Form1099C",1099 "Form 1099-C Cancellation of Debt 2021 OMB No. 1545-1424 This is important tax information and is being furnished to the IRS. CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Harbor Card Services 1672 Cedar Ln Oak Grove, TX 92285 CREDITOR'S TIN 44-4911180 DEBTOR'S name Casey Romero DEBTOR'S TIN ending in 5799 Street address (including apt. no.) 5574 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 19111 1 Date of identifiable event 11/23/20 4 Debt description Personal loan 5 If checked, the debtor was personally liable for repayment of the debt ☐ 7 Fair market value of property Department of the Treasury - Internal Revenue Service Form 1099-C (keep for your records) www.irs.gov/Form1099C",1099 "☐ CORRECTED 2025 This is important tax information and is being furnished to the IRS. CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Northwind Card Member Services 6581 Cedar Ln Testville, IL 45031 CREDITOR'S TIN 78-8129894 DEBTOR'S name Lena Walsh DEBTOR'S TIN XXXXX3499 Street address (including apt. no.) 799 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 37139 3 Interest, if included in box 2 3,743.41 4 Debt description Personal loan 6 Identifiable event code F 7 Fair market value of property Department of the Treasury - Internal Revenue Service",1099 "Form1099-C Cancellation of Debt From: Bluewater Bank Card Center RECIPIENT: Amara M. Romero 1 Date of identifiablc event 3/11/25 2 Amount of debt discharged 30,419.82",1099 "CORRECTED (if checked) For calendar year 2021 OMB No. 1545-1424 Copy B For Debtor This is important tax information and is being furnished to the IRS. CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bluewater BankCard Center 3194 Granite 5t 0ak Grove, TX 83796 CREDITOR'5 TIN 45-1109061 DEBTOR'S name Amara Brcnnan DEBTOR'S TIN XXXXX1182 Streetaddress (induding apt. no.) 3153 Harbor View Rd City or town, state or province, country, and ZIP or foreignpostal code Pinecrest, GA 54170 1 Date of identifiab1e event 12/17/20 2 Amountof debt discharged 25,621.29 4 Debt description Auto loan deficiency 5 If checked, the debtor was persona1ly liable for repayment of the debt X 6 Identifiable event codc 1 7 Fair market value of property 0.00 Department of the Treasury - Intemal Revenue Service",1099 "Form 1099-C Cancellation of Debt For calendar year 2025 OMB No. 1545-1424 Copy B For Debtor This is important tax information and is being furnished to the IRS. CREDITOR'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Harbor Card Services 1831 Maple Ridge Dr Bayside, WA 83106 CREDITOR'S TIN 79-9921759 DEBTOR'S name Lena Castillo DEBTOR'S TIN ****2719 Street address (including apt. no.) 4388 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 69139 Account number (see instructions) XXX-XX-240997 1 Date of identifiable event 04/04/2025 3 Interest, if included in box 2 $4,160.28 4 Debt description Auto loan deficiency 5 If checked, the debtor was personally liable for repayment of the debt [X] 6 Identifiable event code F 7 Fair market value of property Department of the Treasury - Internal Revenue Service Form 1099-C (keep for your records) www.irs.gov/Form1099C",1099 "CREDITOR'S name: Bluewater Bank Card Center RECIPIENT: Amara M. Fischer 5 If checked, the debtor was personally liable for repayment of the debt [X] 4 Debt description Auto loan deficiency Form 1099-C Cancellation of Debt",1099 "From: LedgerPeak Markets To: Noah Romero Number of units 0.159506 Date acquired 1/1/24 Date sold or disposed 03/28/2024 Proceeds 22,908.09",1099 "Form 1099-DA Digital Asset Proceeds From Broker Transactions For calendar year 2023 This is important tax information and is being furnished to the IRS. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. CoinHarbor Exchange 7595 Oak Hollow Ct Lakewood, CO 30453 BROKER'S TIN 91-3360099 RECIPIENT'S name Casey J. Lindqvist RECIPIENT'S TIN ***-**-4825 Digital asset name Bitcoin (BTC) Number of units 11.989835 Date acquired 1/23/20 Proceeds $97,997.85 Cost or other basis $73,799.69 Federal income tax withheld 0.00",1099 "Form 1099-DA Digital Asset Proceeds From Broker Transactions 2022 This is important tax information and is being furnished to the IRS. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. LedgerPeak Markets 4604 Prairie Ave Riverton, WI 79878 BROKER'S TIN 56-9689591 RECIPIENT'S name Mateo Tanaka RECIPIENT'S TIN XXXXX0658 Street address (including apt. no.) 1899 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 75279 Account number (see instructions) XXXXX447651 Number of units 37.655760 Date acquired 2022-07-06 Date sold or disposed 11/3/19 Proceeds 124,660.91 Cost or other basis $138,108.16",1099 "Form 1099-DA Digital Asset Proceeds From Broker Transactions For calendar year 2025 BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. BitMeadow 4291 Cedar Ln Cedar Falls, IA 96268 BROKER'S TIN 96-4209996 RECIPIENT'S name Riley Fischer RECIPIENT'S TIN ***-**-9874 Street address (including apt. no.) 4521 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 61188 Digital asset name Bitcoin (BTC) Date acquired 2024-11-07 Date sold or disposed November 3, 2024 Proceeds 78,911.01 Cost or other basis $137,122.27",1099 "VOID CORRECTED Form 1099-DA Digital Asset Proceeds From Broker Transactions 2024 BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. CoinHarbor Exchange 9091 Elm Park Pl Fairview, OH 26423 BROKER'S TIN 79-8815635 RECIPIENT'S name Hiro Rivera RECIPIENT'S TIN ending in 4715 Street address (including apt. no.) 8304 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Testville, IL 42179 Date acquired 12/23/2021 Proceeds 35,433.83 Federal income tax withheld",1099 "☐ CORRECTED Copy B For Recipient This is important tax information and is being furnished to the IRS. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. BitMeadow 6767 Oak Hollow Ct Testville, IL 63406 BROKER'S TIN 7l-6613357 RECIPIENT'S name Amara A. Fischer RECIPIENT'S TIN ****37l3 Street address (induding apt. no.) 3563 Granite St City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 31735 Digital asset name Solana(SOL) Number of units 26.513896 Date acquired O8/11/2025 Date sold or disposed 3/14/25 Proceeds 109,579.24 Cost or other basís $34,662.3l Federal íncometax withheld Form 1099-DA Digital Asset Proceeds From Broker Transactions",1099 "Form 1099-DA Digital Asset Proceeds From Broker Transactions For calendar year 2022 Copy B For Recipient This is important tax information and is being furnished to the IRS. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. LedgerPeak Markets 9773 Elm Park Pl Fairview, OH 84427 BROKER'S TIN 84-2951720 RECIPIENT'S name Amara Romero RECIPIENT'S TIN XXX-XX-8047 Digital asset name Bitcoin (BTC) Number of units 24.924485 Date acquired 2019-12-24 Proceeds 100,490.34 Cost or other basis 106,638.76 Federal income tax withheld Department of the Treasury - Internal Revenue Service Form 1099-DA (keep for your records) www.irs.gov/Form1099DA",1099 "VOID CORRECTED BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. BitMeadow 1215 Maple Ridge Dr Pinecrest, GA 55094 BROKER'S TIN 28-4135632 RECIPIENT'S name Alex Romero RECIPIENT'S TIN XXX-XX-5845 Street address (including apt. no.) 306 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 15375 Account number (see instructions) ending in 028721 Digital asset name USD Coin (USDC) Number of units 3.819289 Proceeds $79,259.05 Cost or other basis 129,696.92 Federal income tax withheld Department of the Treasury - Internal Revenue Service Form 1099-DA Digital Asset Proceeds From Broker Transactions Form 1099-DA (keep for your records) www.irs.gov/Form1099DA",1099 "2021 This is important tax information and is being furnished to the IRS. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. BitMeadow 5421 Lakeshore Blvd Bayside, WA 93620 BROKER'S TIN 47-3447371 RECIPIENT'S name Jordan Patel RECIPIENT'S TIN ****0738 Street address (including apt. no.) 7854 Sample Street City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 20472 Account number (see instructions) XXX-XX-316020 Digital asset name USD Coin (USDC) Number of units 19.697000 Date acquired 2018-03-25 Proceeds 5,794.38 Cost or other basis $111,299.38 Federal income tax withheld Department of the Treasury - Internal Revenue Service Form 1099-DA Digital Asset Proceeds From Broker Transactions Form 1099-DA (keep for your records) www.irs.gov/Form1099DA",1099 "Form 1099-DA Digital Asset Proceeds From Broker Transactions For calendar year 2025 This is important tax information and is being furnished to the IRS. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. CoinHarbor Exchange 2006 Cedar Ln Testville, IL 14285 BROKER'S TIN 90-7707748 RECIPIENT'S name Hiro Tanaka RECIPIENT'S TIN ***-**-0327 Street address (including apt. no.) 8416 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 77265 Account number (see instructions) ***-**-060465 Digital asset name Solana (SOL) Number of units 30.564963 Date acquired September 13, 2022 Date sold or disposed 09/12/2024 Proceeds $97,421.75 Cost or other basis $109,250.49",1099 "VOID CORRECTED Form 1099-DA Digital Asset Proceeds From Broker Transactions For calendar year 2023 Copy B For Recipient This is important tax information and is being furnished to the IRS. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. BitMeadow 8027 Maple Ridge Dr Fairview, OH 18759 BROKER'S TIN 10-3310735 RECIPIENT'S name Morgan K. Rivera RECIPIENT'S TIN ending in 4900 Digital asset name USD Coin (USDC) Number of units 35.380862 Date acquired 6/21/23 Date sold or disposed 02/14/2022 Proceeds 89,382.56 Cost or other basis $22,068.22 Federal income tax withheld $0.00 Department of the Treasury - Internal Revenue Service Form 1099-DA (keep for your records) www.irs.gov/Form1099DA",1099 "CORRECTED (if checked) 2026 Copy B For Recipient BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. CoinHarbor Exchange 6398 Cedar Ln Riverton, WI 34493 BROKER'S TIN 50-6036007 RECIPIENT'S name Jordan E. Lindqvist RECIPIENT'S TIN XXXXX4152 Street address (including apt. no.) 3998 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Fairview, OH 80837 Account number (see instructions) ending in 296821 Digital asset name USD Coin (USDC) Date acquired 10/3/23 Date sold or disposed 2026-07-10 Proceeds $47,794.29 Cost or other basis 60,970.79 Federal income tax withheld Form 1099-DA Digital Asset Proceeds From Broker Transactions",1099 "VOID CORRECTED Form 1099-DA Digital Asset Proceeds From Broker Transactions 2024 This is important tax information and is being furnished to the IRS. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. BitMeadow 9504 Lakeshore Blvd Lakewood, CO 19712 BROKER'S TIN 37-2113116 RECIPIENT'S name Lena Tanaka RECIPIENT'S TIN XXX-XX-5931 Street address (including apt. no.) 1561 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 13990 Account number (see instructions) ****539558 Number of units 7.155310 Date acquired 10/22/24 Date sold or disposed May 6, 2023 Proceeds 22,032.13 Cost or other basis 44,519.64 Department of the Treasury - Internal Revenue Service Form 1099-DA (keep for your records) www.irs.gov/Form1099DA",1099 "☐ CORRECTED Form 1099-DA Digital Asset Proceeds From Broker Transactions 2021 Copy B ForRecipient This is important tax information and is being furnished to the IR5. BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. BitMeadow 2290 Lakeshore Blvd Baysíde, WA 87638 BROKER'S TIN 14-5363916 RECIPIENT'S name Riley M. Fischer RECIPIENT'5 TIN ***-**-4646 Account number (see instructions) ending in 436546 Digita1 asset nameUSD Coin (USDC) Number of units 31.283870 Date sold ordisposed February 25, 2O18 Proceeds37,689.12 Federal income tax withheld Department of the Treasury - Intemal Revenue 5ervice Form 1099-DA (keep for your records) www.irs.gov/Form1099DA",1099 "Form 1099-DA Digital Asset Proceeds From Broker Transactions For calendar year 2023 Copy B For Recipient BROKER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. LedgerPeak Markets 7782 Willow Bend Way Fairview, OH 12394 BROKER'S TIN 63-6818621 RECIPIENT'S name Priya Okafor RECIPIENT'S TIN ****8369 Street address (including apt. no.) 182 Sample Street City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 46300 Digital asset name Solana (SOL) Date acquired 2/10/20 Date sold or disposed 10/10/2020 Proceeds 70,481.97 Cost or other basis 52,054.43 Federal income tax withheld",1099 "Form 1099-DA Digital Asset Proceeds From Broker Transactions 2022 BROKER: BitMeadow Recipient's name: Taylor Sato Date sold or disposed 1/24/22 Proceeds 53,182.64 Digital asset name Ethereum (ETH) Cost or other basis 55,372.29",1099 "CORRECTED (if checked) Form 1099-DIV Dividends and Distributions 2025 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1a Total ordinary dividends 1b Qualified dividends 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 12 Exempt-interest dividends Clearwater Investing 7332 Harbor View Rd Brookhaven, PA 74927 35-1700537 Lena Okafor XXX-XX-1144 4409 Sample Street Maplewood, MN 61578 ***-**-742455 $3,520.13 $6,670.85 5,240.54 $0.00 0.00 $1,038.50 $0.00",1099 "Form 1099-DIV Dividends and Distributions 2021 PAYER'S name: Recipient's name: 7 Foreign tax paid 2a Total capital gain distr. 1b Qualified dividends Summit Investments Lena Okafor $4,077.63 7,364.03 9,436.87",1099 "Form 1099-DIV Dividends and Distributions For calendar year 2024 OMB No. 1545-0110 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN 1a Total ordinary dividends 2a Total capital gain distr. 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Summit Investments 7907 Harbor View Rd Oak Grove, TX 17224 88-4339542 Alex Okafor XXXXX9155 $3,916.36 $4,219.77 0.00 0.00 $7,293.66 3,348.65",1099 "Form 1099-DIV Dividends and Distributions 2026 OMB No. 1545-0110 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN 1a Total ordinary dividends 1b Qualified dividends 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Northstar Securities 2566 Harbor View Rd Bayside, WA 68206 31-1520409 Diego Testcase XXXXX2012 7,380.01 1,901.21 4,171.85 $0.00 0.00 0.00 $47.52 $6,765.78 Department of the Treasury - Internal Revenue Service Form 1099-DIV (keep for your records) www.irs.gov/Form1099DIV",1099 "VOID CORRECTED OMB No. 1545-0110 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN 1a Total ordinary dividends 1b Qualified dividends 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Ironwood Wealth Partners 2553 Oak Hollow Ct Oak Grove, TX 56848 10-2682718 Kwame M. Patel XXXXX8595 $5,659.21 9,091.42 $9,002.21 1,115.35 $3,248.14 Department of the Treasury - Internal Revenue Service Form 1099-DIV Dividends and Distributions Form 1099-DIV (keep for your records) www.irs.gov/Form1099DIV",1099 "PAYER: RECIPIENT: 5 Section 199A dividends 7 Foreign tax paid 2a Total capital gain distr. 1b Qualified dividends Clearwater Investing Olivia Larsen 1,698.07 4,344.55 1,497.26 $3,641.26",1099 "VOID CORRECTED Form 1099-DIV Dividends and Distributions For calendar year 2023 OMB No. 1545-0110 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1b Qualified dividends 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Northstar Securities 1616 Maple Ridge Dr Pinecrest, GA 68173 55-8024930 Jamie Walsh ending in 1934 6137 Prairie Ave Cedar Falls, IA 76346 XXXXX168439 4,812.31 3,632.79 $0.00 7,516.16 6,445.84",1099 "For calendar year 2025 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1a Total ordinary dividends 1b Qualified dividends 2a Total capital gain distr. 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Ironwood Wealth Partners 3104 Harbor View Rd Bayside, WA 38034 59-6772931 Sofia Romero XXX-XX-7991 4252 Oak Hollow Ct Pinecrest, GA 49018 856.91 9,451.97 4,466.93 0.00 5,257.01 9,144.06 Department of the Treasury - Internal Revenue Service",1099 "2021 OMB No. 1545-0110 Copy B For Recipient This is important tax information and is bcing furnished to the IRS. PAYER'S name, street address, cíty or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'5 TIN RECIPIENT'5 name RECIPIENT'S TIN Account number (see instructions) 1a Total ordinary dividends 1bQualified dividends 2bUnrecap. Sec. 125O gain 3 Nondividend distributions 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Clearwater Investing 5365 Granite St Bayside, WA 68498 32-13561O0 Jordan Fischer XXX-XX-7054 ***-**-359785 $8,493.86 $3,524.83 $0.00 $3,486.37 4,272.65 $0.00 Department ofthe Treasury - Intemal Revenue Servíce Form 1099-DIV Dividends and Distributions Form 1099-DIV (keep for your records) www.írs.gov/Form1099DIV",1099 "For calendar year 2025 OMB No. 1545-0110 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1a Total ordinary dividends 1b Qualified dividends 2b Unrecap. Sec. 1250 gain 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Summit Investments 5686 Harbor View Rd Cedar Falls, IA 75484 89-3375716 Morgan Walsh ending in 3251 7126 Willow Bend Way Maplewood, MN 38144 ***-**-607150 $3,505.51 $3,300.85 $0.00 0.00 0.00 3,254.88 $5,206.19",1099 "Form1099-DIV Dividends and Distributions 2022 PAYER'S name: Recipient's name: 5 Section 199A dividends 2a Total capital gain distr. 1a Total ordinary dividcnds 7 Foreign tax paid Ironwood Wealth Partncrs Sofia Adeyemi $8,571.21 3,953.95 2,220.20 4,423.95",1099 "☐ CORRECTED Form 1099-DIV Dividends and Distributions Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1a Total ordinary dividends 1b Qualified dividends 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Summit Investments 6498 Granite St Bayside, WA 99843 83-7505152 Riley E. Lindqvist ***-**-6627 3928 Cedar Ln Oak Grove, TX 85882 $2,605.31 7,954.37 $8,462.67 $0.00 $5,208.98 6,323.74 Department of the Treasury - Internal Revenue Service Form 1099-DIV (keep for your records) www.irs.gov/Form1099DIV",1099 "2024 OMB No. 1545-0110 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN Account number (see instructions) 1a Total ordinary dividends 1b Qualified dividends 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 12 Exempt-interest dividends Ironwood Wealth Partners 2381 Elm Park Pl Riverton, WI 25819 27-7721497 Fatima Testcase XXX-XX-9728 XXXXX544311 $8,500.91 7,226.70 4,076.60 $0.00 $9,457.23 Department of the Treasury - Internal Revenue Service",1099 "Form 1099-DIV Dividends and Distributions 2024 PAYER'S name: Recipient's name: 7 Foreign tax paid 2a Total capital gain distr. 5 Section 199A dividends 1b Qualified dividends Evergreen Brokerage Services Morgan Okafor 689.30 $1,113.75 $6,095.92 3,373.79",1099 "VOID CORRECTED 2023 OMB No. 1545-0110 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1a Total ordinary dividends 1b Qualified dividends 2a Total capital gain distr. 2b Unrecap. Sec. 1250 gain 3 Nondividend distributions 5 Section 199A dividends Clearwater Investing 9499 Elm Park Pl Oak Grove, TX 92488 58-4923346 Olivia Sato XXX-XX-2359 7462 Cedar Ln Brookhaven, PA 79292 2,249.23 7,793.24 499.41 $0.00 $0.00 $6,537.91 Department of the Treasury - Internal Revenue Service Form 1099-DIV Dividends and Distributions Form 1099-DIV (keep for your records) www.irs.gov/Form1099DIV",1099 "Form 1099-DIV Dividends and Distributions 2O21 OMB No. 1545-0110 This is important tax information and is being fumishedto the IR5. PAYER'S name, streetaddress, cíty or town,state or province, country, ZIP or foreign postal code, and telephone no. PAYER'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (induding apt. no.) City or town, state or provínce, country, and ZIP or foreign postal code lb Qualified dividends 2a Total capital gain distr. 2b Unrecap. 5ec. l25O gain 3 Nondividend distributions 4 Federal income tax withheld 5 Section 199A dividends 7 Foreign tax paid 12 Exempt-interest dividends Clearwater Investing 844O Harbor View Rd Lakewood, CO 18458 97-5480851 Diego Walsh ending in 0287 9698 Maple Ridge Dr Bayside, WA 60707 l,412.12 6,352.13 $0.00 $0.00 3,471.87 9,451.16",1099 "Form 1099-G Certain Government Payments For calendar year 2026 OMB No. 1545-0120 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: State of Ohio Department of Taxation 9891 Cedar Ln Cedar Falls, IA 62982 PAYER'S TIN: 44-3031351 RECIPIENT'S name: Mateo E. Tanaka RECIPIENT'S TIN: XXX-XX-6941 Street address (including apt. no.): 4871 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code: Riverton, WI 74459 Account number (see instructions): XXXXX541991 1 Unemployment compensation: $47,753.24 2 State or local income tax refunds, credits, or offsets: $827.44 3 Box 2 amount is for tax year: 2026 6 Taxable grants: 0.00 7 Agriculture payments 10a State: GA 5255868 11 State income tax withheld: 0.00",1099 "For calendar year2O22 OMB No. 1545-0120 This is ímportant tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and tclephone no.:Wisconsin Department of Revenue 6578 Lakeshore B1vd Riverton, WI 97144 PAYER'STIN: 76-8390020 RECIPIENT'S name: Taylor A. Brennan RECIPIENT'S TIN: ending in 1816 Street address (induding apt. no.): 6538 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code: Riverton, WI 57777 Account number (see ínstructions): XXX-XX-330328 Box 1Unemployment compensation: 5,670.00 Box 2 Statc or local income tax refunds, credits, or offsets: $800.13 Box 3 Box 2 amount is for tax year: 2022 Box 6 Taxable grants Box 7 Agriculturepayments Box 10a State: 0H 282958l Box 11 State income tax withheld: $0.00 Form 1099-G Certaín Govemment Payments",1099 "CORRECTED (if checked) Form 1099-G Certain Government Payments OMB No. 1545-0120 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: Illinois Department of Employment Security 975 Maple Ridge Dr Maplewood, MN 16039 PAYER'S TIN: 92-2143029 RECIPIENT'S name: Alex Patel RECIPIENT'S TIN: ****2320 Street address (including apt. no.): 9655 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code: Oak Grove, TX 82000 Box 2 State or local income tax refunds, credits, or offsets: $8,631.92 Box 3 Box 2 amount is for tax year: 2023 Box 4 Federal income tax withheld: 5,035.11 Box 6 Taxable grants Box 7 Agriculture payments Box 10a State: OH 9580536",1099 "Form 1099-G Certain Government Payments 2024 PAYER'S name:: Illinois Department of Employment 5ecurity Recipient's name:: Jamie K. Lindqvist Line 1 Unemployment compensation: $88,821.64 Line2 5tate or local income tax refunds, crcdits, or offsets: $3,405.89 Line 10a State: 0H 8566100",1099 "CORRECTED (if checked) Form 1099-G Certain Government Payments For calendar year 2022 OMB No. 1545-0120 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: Wisconsin Department of Revenue 8923 Sample Street Fairview, OH 67047 PAYER'S TIN: 92-4613436 RECIPIENT'S name: Riley Tanaka RECIPIENT'S TIN: ending in 1720 Street address (including apt. no.): 288 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code: Oak Grove, TX 99942 1 Unemployment compensation: $85,369.61 2 State or local income tax refunds, credits, or offsets: $9,456.71 3 Box 2 amount is for tax year: 2022 7 Agriculture payments 11 State income tax withheld",1099 "Form 1099-G CertainGovernment Payments For calendar year 2025 OMB No. 1545-0120 Copy B For Recípient This is importanttax information and is being fumished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign posta1 code, and telephone no.: Illinois Department of Employment Security 738O Sample Street Tcstville, IL 716O0 PAYER'S TIN: 94-8474306 RECIPIENT'S name:Avery Larsen RECIPIENT'S TIN: XXXXX8002 l Unemployment compensation: S68,582.92 2 5tate or local income tax refunds, credits, oroffsets: $4,178.32 3 Box 2 amount is for tax year: 2025 4 Federal income tax withheld: 2,961.87 6 Taxable grants 7 Agriculture payments: $0.00 10a State: CO 6256122 11 State income tax withheld: 0.00 Department of the Treasury - Intemal Revenue Service Form 1099-G (keep for your records) www.irs.gov/Form1099G",1099 "PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: State of Ohio Department of Taxation 8419 Lakeshore Blvd Maplewood, MN 22117 PAYER'S TIN: 71-1362960 RECIPIENT'S name: Hiro Fischer RECIPIENT'S TIN: ending in 4036 Box 1 Unemployment compensation: $33,760.52 Box 2 State or local income tax refunds, credits, or offsets: $9,073.36 Box 3 Box 2 amount is for tax year: 2025 Box 6 Taxable grants: $0.00 Box 7 Agriculture payments: 0.00 Box 10a State: MN 5126941 Box 11 State income tax withheld: $0.00 Department of the Treasury - Internal Revenue Service Form 1099-G Certain Government Payments Form 1099-G (keep for your records) www.irs.gov/Form1099G",1099 "Form 1099-G Certain Government Paymcnts For calendar year 2025 OMB No. 1545-0120 Copy B For Rccipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.:Wisconsin Department of Revenue 435O Maple Ridge Dr Pinecrest, GA 90576 PAYER'S TIN: 8l-8433206 RECIPIENT'Sname: Sofía L. Sato RECIPIENT'S TIN: ****1062 Street address (induding apt. no.): 6679 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Riverton, WI 29801 1 Unemployment compensation: 93,844.76 2 State or local income tax refunds, credits, or offsets: $4,370.42 3 Box 2 amount is for tax year: 2025 4 Federal income tax withheld: $2,068.48 6 Taxable grants: 0.00 7Agriculture payments: $0.00 l0a 5tate:C0 2343691 11 State income tax withheld Department of the Treasury - Intemal Rcvenue Service Form 1099-G (keep for your records) www.irs.gov/Form1099G",1099 "2024 OMB No. 1545-0120 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: State of Ohio Department of Taxation 6156 Lakeshore Blvd Cedar Falls, IA 22475 PAYER'S TIN: 55-7373246 RECIPIENT'S name: Noah Moreau RECIPIENT'S TIN: ending in 5997 Street address (including apt. no.): 8175 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code: Bayside, WA 10466 Account number (see instructions): ending in 807388 Box 2 State or local income tax refunds, credits, or offsets: 265.50 Box 3 Box 2 amount is for tax year: 2024 Box 4 Federal income tax withheld: 7,553.91 Box 6 Taxable grants Box 7 Agriculture payments: 0.00 Box 11 State income tax withheld Form 1099-G Certain Government Payments",1099 "2021 OMB No. 1545-0120 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: Wisconsin Department of Revenue 5830 Willow Bend Way Pinecrest, GA 97860 PAYER'S TIN: 34-3667159 RECIPIENT'S name: Olivia M. Moreau RECIPIENT'S TIN: ****7085 Street address (including apt. no.): 8930 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code: Pinecrest, GA 35888 Box 1 Unemployment compensation: $36,740.33 Box 2 State or local income tax refunds, credits, or offsets: $5,533.02 Box 3 Box 2 amount is for tax year: 2021 Box 4 Federal income tax withheld: 8,344.44 Box 6 Taxable grants Box 7 Agriculture payments Box 10a State: MN 3583803 Form 1099-G Certain Government Payments",1099 "PAYER'S name:: State of Ohio Department of Taxation RECIPIENT:: Morgan S. Larsen Box 3 Box 2 amount is for tax year: 2026",1099 "VOID CORRECTED Form 1099-G Certain Government Payments For calendar year 2026 OMB No. 1545-0120 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: Illinois Department of Employment Security 1806 Elm Park Pl Riverton, WI 92462 PAYER'S TIN: 63-5775728 RECIPIENT'S name: Olivia J. Testcase RECIPIENT'S TIN: ***-**-4776 Account number (see instructions): ****142135 Box 2 State or local income tax refunds, credits, or offsets: $8,680.91 Box 4 Federal income tax withheld: 9,469.77 Box 6 Taxable grants: 0.00 Box 7 Agriculture payments Box 10a State: MN 8895414 Box 11 State income tax withheld Department of the Treasury - Internal Revenue Service Form 1099-G (keep for your records) www.irs.gov/Form1099G",1099 "Form 1099-G Certain Government Payments OMB No. 1545-0120 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP orforeign postal code, and telephone no.: Wisconsin Department of Revenue 9767 Map1e Ridge Dr Brookhavcn, PA 72443 PAYER'S TIN: 6l-9437931 RECIPIENT'5 name: Noah S. Romero RECIPIENT'S TIN: ****9732 Street address(including apt. no.): 2O9 Granite St City or town, state orprovince, country, and ZIP or foreign postal code: Lakewood, C0 31914 Box 1 Unemployment compensatíon: S53,637.59 Box 2 Stateor local income tax refunds, credits, or offsets: 6,839.33 Box 3 Box 2 amount is for tax year: 202l Box 6 Taxable grants Box 7 Agriculture payments: 0.00 Box 10a Statc: OH 8792762 Box 11 Statc income tax withheld: 0.00",1099 "☐ CORRECTED Form 1099-G Certain Government Payments For calendar year 2021 OMB No. 1545-0120 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: Wisconsin Department of Revenue 827 Maple Ridge Dr Riverton, WI 15134 PAYER'S TIN: 75-1487954 RECIPIENT'S name: Lena R. Kowalski RECIPIENT'S TIN: ***-**-3679 Street address (including apt. no.): 7217 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code: Testville, IL 82437 Account number (see instructions): ending in 813923 Line 1 Unemployment compensation: $114,787.28 Line 2 State or local income tax refunds, credits, or offsets: 2,576.01 Line 3 Box 2 amount is for tax year: 2021 Line 4 Federal income tax withheld: 7,051.77 Line 6 Taxable grants Line 7 Agriculture payments Line 10a State: GA 1488791",1099 "2025 OMB No. 1545-0120 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: State of Ohio Department of Taxation 3503 Oak Hollow Ct Lakewood, CO 90521 PAYER'S TIN: 74-5131340 RECIPIENT'S name: Wei Testcase RECIPIENT'S TIN: XXX-XX-8073 Line 1 Unemployment compensation: 79,968.47 Line 2 State or local income tax refunds, credits, or offsets: $9,394.26 Line 4 Federal income tax withheld: 1,886.99 Line 6 Taxable grants: 0.00 Line 7 Agriculture payments Line 11 State income tax withheld",1099 "VOID CORRECTED 2024 OMB No. 1545-0120 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no.: Wisconsin Department of Revenue 8667 Maple Ridge Dr Brookhaven, PA 25657 PAYER'S TIN: 54-1027045 RECIPIENT'S name: Taylor A. Brennan RECIPIENT'S TIN: XXXXX1624 Account number (see instructions): ending in 309720 Box 1 Unemployment compensation: 73,630.10 Box 2 State or local income tax refunds, credits, or offsets: 5,381.72 Box 4 Federal income tax withheld: 6,406.64 Box 6 Taxable grants: 0.00 Box 7 Agriculture payments: $0.00 Box 10a State: MN 3252730 Form 1099-G Certain Government Payments",1099 "OMB No. 1545-0112 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Northwind Financial 6050 Prairie Ave Testville, IL 66685 PAYER'S TIN 55-8147705 RECIPIENT'S name Sofia K. Testcase RECIPIENT'S TIN XXXXX3213 1 Interest income 4,432.99 2 Early withdrawal penalty $0.00 3 Interest on U.S. Savings Bonds and Treasury obligations 0.00 4 Federal income tax withheld 8 Tax-exempt interest 11 Bond premium 15 State IL 5150477 17 State tax withheld $0.00 Department of the Treasury - Internal Revenue Service",1099 "☐ CORRECTED Form 1099-INT Interest Income 2021 OMB No. 1545-0112 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Summit Ridge Bank 1665 Maple Ridge Dr Lakewood, CO 28453 PAYER'S TIN 33-5407155 RECIPIENT'S name Jamie Brennan RECIPIENT'S TIN XXXXX1453 Street address (including apt. no.) 9139 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 46000 Account number (see instructions) XXX-XX-102157 1 Interest income 5,333.50 3 Interest on U.S. Savings Bonds and Treasury obligations 4 Federal income tax withheld $0.00 5 Investment expenses 8 Tax-exempt interest $0.00 15 State IL 7639997 17 State tax withheld Department of the Treasury - Internal Revenue Service Form 1099-INT (keep for your records) www.irs.gov/Form1099INT",1099 "For calendar year 2022 OMB No. 1545-0112 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Summit Ridge Bank 4549 Oak Hollow Ct Cedar Falls, IA 64750 PAYER'S TIN 71-7105658 RECIPIENT'S name Fatima D. Adeyemi RECIPIENT'S TIN XXX-XX-8145 Street address (including apt. no.) 3265 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 33503 Account number (see instructions) XXX-XX-167949 1 Interest income 3,721.91 2 Early withdrawal penalty 0.00 3 Interest on U.S. Savings Bonds and Treasury obligations $0.00 4 Federal income tax withheld 5 Investment expenses 8 Tax-exempt interest 0.00 11 Bond premium 15 State WI 7222614 17 State tax withheld Form 1099-INT Interest Income",1099 "Form 1099-INT Interest Income For calendar year 2021 OMB No. 1545-0112 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Summit Ridge Bank 774 Cedar Ln Lakewood, CO 29691 PAYER'S TIN 19-2129470 RECIPIENT'S name Jamie Walsh RECIPIENT'S TIN ending in 8077 Street address (including apt. no.) 3545 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 43807 Account number (see instructions) XXXXX027344 2 Early withdrawal penalty 3 Interest on U.S. Savings Bonds and Treasury obligations 4 Federal income tax withheld 5 Investment expenses 8 Tax-exempt interest 0.00 11 Bond premium 15 State WI 7592119 17 State tax withheld",1099 "Form 1099-INT Interest Income OMB No. 1545-0112PAYER'S namc, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Summít Ridge Bank 18O3 Elm Park Pl Pinecrest, GA 36756 PAYER'S TIN 31-9298039 RECIPIENT'S name Sofia SatoRECIPIENT'S TIN ****8320Street address (including apt. no.) 6102 Granite St Cityor town, state or province, country, and ZIP or foreign posta1 code Riverton, WI 89548 Account number (see ínstructions) ending in 746123 3 Interest on U.S. Savings Bonds and Treasury oblígations 0.00 4 Federal income tax withheld 5 Investment expenses 8 Tax-exempt interest 11 Bond premium 15 State CO 8543565 17 5tate tax withheld",1099 "VOID CORRECTED Form 1099-INT Interest Income For calendar year 2022 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Meadowlark Savings Bank 4935 Sample Street Testville, IL 11910 PAYER'S TIN 89-7486425 RECIPIENT'S name Casey Okafor RECIPIENT'S TIN XXX-XX-5583 Street address (including apt. no.) 6297 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 53067 1 Interest income $8,248.56 3 Interest on U.S. Savings Bonds and Treasury obligations 4 Federal income tax withheld 5 Investment expenses 0.00 15 State MN 3600229 17 State tax withheld Department of the Treasury - Internal Revenue Service Form 1099-INT (keep for your records) www.irs.gov/Form1099INT",1099 "Form 1099-INT Interest Income PAYER: Prairie State Savings To: Priya R. Rivera 1 Interest income 7,607.35",1099 "CORRECTED (if checked) Form 1099-INT Interest Income 2023 OMB No. 1545-0112 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Lakeshore National Bank 7638 Lakeshore Blvd Testville, IL 78610 PAYER'S TIN 55-2141843 RECIPIENT'S name Alex Walsh RECIPIENT'S TIN ****1295 Account number (see instructions) ***-**-274316 1 Interest income $4,058.88 2 Early withdrawal penalty 4 Federal income tax withheld 5 Investment expenses 8 Tax-exempt interest 11 Bond premium 15 State PA 3220972 17 State tax withheld $0.00",1099 "☐ CORRECTED Form 1099-INT Interest Income PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Bank & Trust 2937 Harbor View Rd Oak Grove, TX 10998 PAYER'S TIN 50-4323546 RECIPIENT'S name Diego C. Castillo RECIPIENT'S TIN XXXXX1953 Street address (including apt. no.) 9742 Granite St City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 90182 1 Interest income 8,312.51 2 Early withdrawal penalty 4 Federal income tax withheld 5 Investment expenses 8 Tax-exempt interest 11 Bond premium 15 State TX 3975553 17 State tax withheld",1099 "Form 1099-INT Interest Income 2024 OMB No. 1545-0112 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Harbor Federal Credit Union 4749 Sample Street Testville, IL 11592 PAYER'S TIN 74-3533787 RECIPIENT'S name Diego Romero RECIPIENT'S TIN XXXXX6175 Street address (including apt. no.) 5303 Granite St City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 69018 3 Interest on U.S. Savings Bonds and Treasury obligations 5 Investment expenses 8 Tax-exempt interest $0.00 15 State CO 9023572",1099 "CORRECTED (if checked) 2023 OMB No. 1545-0112 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Summit Ridge Bank 3109 Elm Park Pl Fairview, OH 77417 PAYER'S TIN 15-2100728 RECIPIENT'S name Casey C. Testcase RECIPIENT'S TIN ending in 6255 Street address (including apt. no.) 8665 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 55973 1 Interest income $6,180.91 2 Early withdrawal penalty $0.00 3 Interest on U.S. Savings Bonds and Treasury obligations 5 Investment expenses 8 Tax-exempt interest 11 Bond premium 15 State WI 5582971 17 State tax withheld Department of the Treasury - Internal Revenue Service Form 1099-INT Interest Income Form 1099-INT (keep for your records) www.irs.gov/Form1099INT",1099 "CORRECTED (if checked) Form 1099-INT Interest Income 2021 OMB No. 1545-0112 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Prairie State Savings 127 Oak Hollow Ct Testville, IL 48067 PAYER'S TIN 78-3957714 RECIPIENT'S name Diego Haddad RECIPIENT'S TIN XXX-XX-5010 1 Interest income $4,261.49 3 Interest on U.S. Savings Bonds and Treasury obligations 4 Federal income tax withheld $0.00 5 Investment expenses 0.00 8 Tax-exempt interest $0.00 11 Bond premium 15 State IL 8178452 17 State tax withheld Department of the Treasury - Internal Revenue Service Form 1099-INT (keep for your records) www.irs.gov/Form1099INT",1099 "Form 1099-INT Interest Income PAYER: Prairie State Savings Recipient's name: Taylor D. Rivera 1 Interest income 1,073.13 15 State WI 1576133",1099 "VOID CORRECTED Form 1099-INT Interest Income For calendar year 2025 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Granite Peak Bank 7356 Elm Park Pl Brookhaven, PA 98720 PAYER'S TIN 94-4615747 RECIPIENT'S name Amara K. Lindqvist RECIPIENT'S TIN ending in 0328 1 Interest income 7,504.02 2 Early withdrawal penalty 3 Interest on U.S. Savings Bonds and Treasury obligations 4 Federal income tax withheld 0.00 5 Investment expenses 0.00 11 Bond premium 0.00 15 State OH 5191470 17 State tax withheld Department of the Treasury - Internal Revenue Service Form 1099-INT (keep for your records) www.irs.gov/Form1099INT",1099 "VOID CORRECTED 2021 OMB No. 1545-0112 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Bank & Trust 2727 Willow Bend Way Brookhaven, PA 90017 PAYER'S TIN 71-3534797 RECIPIENT'S name Olivia A. Sato RECIPIENT'S TIN ***-**-2017 1 Interest income $6,463.37 2 Early withdrawal penalty $0.00 3 Interest on U.S. Savings Bonds and Treasury obligations $0.00 4 Federal income tax withheld 5 Investment expenses 8 Tax-exempt interest 0.00 15 State IL 3561024 Department of the Treasury - Internal Revenue Service",1099 "CORRECTED (if checked) Form 1099-INT Interest Income This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Cedar Valley Credit Union 3050 Harbor View Rd Pinecrest, GA 34535 PAYER'S TIN 59-7996056 RECIPIENT'S name Wei Brennan RECIPIENT'S TIN ending in 0639 2 Early withdrawal penalty 3 Interest on U.S. Savings Bonds and Treasury obligations 4 Federal income tax withheld 8 Tax-exempt interest 11 Bond premium $0.00 15 State IL 1195478 17 State tax withheld 0.00",1099 "OMB No. 1545-2205 ## Copy B For Payee This is important tax information and is being furnishcd to the IRS. | Field | Value | | --- | --- | | FILER'S namc, street address, city or town, state or province, country, ZIP or foreign posta1 code, and telephone no. | Harbor Merchant 5ervices 577O PrairieAveRiverton, WI 82535 | | FILER'S TIN | 49-6934781 | | PAYEE'S name| Amara Moreau | | PAYEE'S TIN | XXX-XX-0425 | | Streetaddress (índuding apt. no.) | 3099 Willow Bend Way | | City or town, state or province, country, and ZIP or foreign postal code | 0ak Grove, TX 50508 | | 1a Gross amount of paymcnt card/third party network transactions | 835.01 | | 1b Card Not Present transactions | S114,205.23 | | 2 Merchant category code | 632 | | 3Number of payment transactions | 197 | | 4 Federal íncome tax withheld | | | 5a January | 341.09 | | 5b February | 4,494.77 | | 5c March | $6,269.61 | | 6 5tate | 0H8585297 | | 8 5tate income tax withheld | | Department of the Treasury - Internal Revenue Service Form l099-K Payment Card and Thírd Party Network Transactions Form l099-K (keep for your records) www.irs.gov/Form1099K",1099 "## VOID CORRECTED Form 1099-K ## Payment Card and Third Party Network Transactions 2024 This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Northwind Payments LLC 4587 Maple Ridge Dr Cedar Falls, IA 80783 | | FILER'S TIN | 32-2024788 | | PAYEE'S name | Casey Tanaka | | PAYEE'S TIN | ***-**-4682 | | Street address (including apt. no.) | 5978 Lakeshore Blvd | | City or town, state or province, country, and ZIP or foreign postal code | Oak Grove, TX 61255 | | 1a Gross amount of payment card/third party network transactions | 41,174.48 | | 1b Card Not Present transactions | 116,744.52 | | 2 Merchant category code | 630 | | 3 Number of payment transactions | 144 | | 4 Federal income tax withheld | | | 5a January | $1,431.00 | | 5b February | $4,234.48 | | 5c March | 3,680.17 | | 6 State | WI 2694990 | | 8 State income tax withheld | 0.00 | Department of the Treasury - Internal Revenue Service Form 1099-K (keep for your records) www.irs.gov/Form1099K",1099 "Form 1099-K ## Payment Card and Third Party Network Transactions For calendar year 2024 OMB No. 1545-2205 ## This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Harbor Merchant Services 3392 Elm Park Pl Pinecrest, GA 38411 | | FILER'S TIN | 61-1633451 | | PAYEE'S name | Fatima Adeyemi | | PAYEE'S TIN | XXXXX7212 | | Street address (including apt. no.) | 8542 Elm Park Pl | | City or town, state or province, country, and ZIP or foreign postal code | Riverton, WI 39390 | | 1a Gross amount of payment card/third party network transactions | 57,651.98 | | 1b Card Not Present transactions | 19,688.14 | | 2 Merchant category code | 330 | | 3 Number of payment transactions | 724 | | 4 Federal income tax withheld | | | 5a January | $1,489.54 | | 5b February | $519.62 | | 5c March | 2,552.15 | | 6 State | GA 4534575 | | 8 State income tax withheld | 0.00 |",1099 "## CORRECTED (if checked) ## Form 1099-K ## Payment Card and Third Party Network Transactions This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Harbor Merchant Services 615 Prairie Ave Lakewood, CO 99537 | | FILER'S TIN | 76-7408353 | | PAYEE'S name | Jordan Kowalski | | PAYEE'S TIN | ending in 2248 | | Street address (including apt. no.) | 2915 Prairie Ave | | City or town, state or province, country, and ZIP or foreign postal code | Oak Grove, TX 58671 | | 1a Gross amount of payment card/third party network transactions | 32,957.93 | | 2 Merchant category code | 900 | | 4 Federal income tax withheld | | | 5a January | 6,290.82 | | 5b February | 5,379.68 | | 5c March | 7,416.49 | | 6 State | MN 9676747 | | 8 State income tax withheld | | ## Department of the Treasury - Internal Revenue Service Form 1099-K (keep for your records) www.irs.gov/Form1099K",1099 "OMB No. 1545-2205 This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Harbor Merchant Services 7691 Maple Ridge Dr Lakewood, CO 71743 | | FILER'S TIN | 95-6094330 | | PAYEE'S name | Lena Okafor | | PAYEE'S TIN | XXX-XX-7563 | | Street address (including apt. no.) | 8470 Cedar Ln | | City or town, state or province, country, and ZIP or foreign postal code | Maplewood, MN 24706 | | Account number (see instructions) | ****568694 | | 1a Gross amount of payment card/third party network transactions | 138,956.67 | | 2 Merchant category code | 727 | | 3 Number of payment transactions | 164 | | 5a January | $8,911.45 | | 5b February | $6,597.20 | | 5c March | $4,949.44 | | 6 State | GA 3751205 | | 8 State income tax withheld | 0.00 |",1099 "## Form 1099-K Payment Card and Third Party Network Transactions For calendar year 2024 OMB No. 1545-2205 This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | PayStream Networks Inc. 7287 Cedar Ln Maplewood, MN 32929 | | FILER'S TIN | 60-7173611 | | PAYEE'S name | Sofia Nguyen | | PAYEE'S TIN | ***-**-7547 | | Street address (including apt. no.) | 1010 Harbor View Rd | | City or town, state or province, country, and ZIP or foreign postal code | Riverton, WI 92245 | | Account number (see instructions) | ending in 649247 | | 1a Gross amount of payment card/third party network transactions | $5,515.88 | | 1b Card Not Present transactions | 115,234.33 | | 2 Merchant category code | 2 | | 3 Number of payment transactions | 458 | | 4 Federal income tax withheld | 0.00 | | 5a January | $1,504.35 | | 5b February | 857.28 | | 5c March | $2,313.79 | | 6 State | WI 8002095 | | 8 State income tax withheld | 0.00 |",1099 "Form 1099-K Payment Card and Third Party Network Transactions 2022 | Field | Value | | --- | --- | | FILER'S name: | Harbor Merchant Services | | Recipient's name: | Casey Kowalski | | 6 State | IL 3791641 | | 5a January | $5,529.39 | | 2 Merchant category code | 445 | | 5c March | $5,235.38 |",1099 "☐ CORRECTED ## Form 1099-K Payment Card and Third Party Network Transactions For calendar year 2021 OMB No. 1545-2205 | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | PayStream Networks Inc. 4149 Cedar Ln Lakewood, CO 78490 | | FILER'S TIN | 46-8054691 | | PAYEE'S name | Priya Haddad | | PAYEE'S TIN | ending in 0667 | | Street address (including apt. no.) | 5188 Oak Hollow Ct | | City or town, state or province, country, and ZIP or foreign postal code | Fairview, OH 98872 | | 1a Gross amount of payment card/third party network transactions | 53,339.47 | | 1b Card Not Present transactions | 61,802.44 | | 2 Merchant category code | 607 | | 3 Number of payment transactions | 39 | | 5a January | 6,916.42 | | 5b February | 3,610.96 | | 5c March | $398.04 | | 6 State | CO 4255908 | | 8 State income tax withheld | $0.00 |",1099 "VOID CORRECTED Form 1099-K Payment Card and Third Party Network Transactions 2026 OMB No. 1545-2205 Copy B For Payee ## This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Harbor Merchant Services 7053 Maple Ridge Dr Bayside, WA 53564 | | FILER'S TIN | 26-6399442 | | PAYEE'S name | Jordan E. Lindqvist | | PAYEE'S TIN | ***-**-5249 | | 1a Gross amount of payment card/third party network transactions | $13,855.17 | | 2 Merchant category code | 180 | | 3 Number of payment transactions | 866 | | 5a January | $6,267.04 | | 5b February | $2,407.43 | | 5c March | $2,363.46 | | 6 State | OH 9423276 | | 8 State income tax withheld | |",1099 "Form 1099-K Payment Card and Third Party Network Transactions For calendar year 2025 ## OMB No. 1545-2205 ## Copy B For Payee | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Harbor Merchant Services 9575 Elm Park Pl Oak Grove, TX 75966 | | FILER'S TIN | 19-7209045 | | PAYEE'S name | Riley Castillo | | PAYEE'S TIN | ****3331 | | Account number (see instructions) | XXXXX332690 | | 1b Card Not Present transactions | $99,660.65 | | 2 Merchant category code | 839 | | 3 Number of payment transactions | 920 | | 5a January | 4,716.02 | | 5b February | $7,086.36 | | 5c March | 3,315.53 | | 6 State | MN 5049533 | | 8 State income tax withheld | |",1099 "## For calendar year 2022 OMB No. 1545-2205 Copy B For Payee ## This is important tax information and is being furnished to the IRS. | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | PayStream Networks Inc. 127 Cedar Ln Oak Grove, TX 78682 | | FILER'S TIN | 20-7748167 | | PAYEE'S name | Avery Kowalski | | PAYEE'S TIN | ending in 0794 | | Street address (including apt. no.) | 4106 Oak Hollow Ct | | City or town, state or province, country, and ZIP or foreign postal code | Maplewood, MN 36939 | | Account number (see instructions) | ****261734 | | 1a Gross amount of payment card/third party network transactions | 4,552.17 | | 1b Card Not Present transactions | $31,964.52 | | 2 Merchant category code | 412 | | 3 Number of payment transactions | 30 | | 4 Federal income tax withheld | | | 5a January | $7,863.84 | | 5b February | $2,849.20 | | 5c March | $6,506.97 | | 6 State | WI 4222295 | | 8 State income tax withheld | |",1099 "## OMB No. 1545-2205 Copy B For Payee | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Northwind Payments LLC 8298 Elm Park Pl Lakewood, CO 38846 | | FILER'S TIN | 11-2604957 | | PAYEE'S name | Lena Lindqvist | | PAYEE'S TIN | XXXXX0563 | | 1a Gross amount of payment card/third party network transactions | 97,973.10 | | 1b Card Not Present transactions | 78,530.33 | | 2 Merchant category code | 509 | | 3 Number of payment transactions | 930 | | 4 Federal income tax withheld | $0.00 | | 5a January | $730.96 | | 5b February | 410.56 | | 8 State income tax withheld | | Department of the Treasury - Internal Revenue Service",1099 "## Form 1099-K Payment Card and Third Party Network Transactions | Field | Value | | --- | --- | | FILER: | PayStream Networks Inc. | | Recipient's name: | Alex Adeyemi | | 3 Number of payment transactions | 73 | | 6 State | MN 9326303 | | 1b Card Not Present transactions | 105,323.49 | | 1a Gross amount of payment card/third party network transactions | 10,079.65 |",1099 "Form 1099-K Payment Card and Third Party Network Transactions ## 2025 OMB No. 1545-2205 Copy B For Payee | Field | Value | | --- | --- | | FILER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. | Harbor Merchant Services 5561 Elm Park Pl Brookhaven, PA 59161 | | FILER'S TIN | 68-9568639 | | PAYEE'S name | Morgan Nguyen | | PAYEE'S TIN | ending in 7685 | | 1a Gross amount of payment card/third party network transactions | $124,389.47 | | 1b Card Not Present transactions | $86,310.94 | | 2 Merchant category code | 869 | | 3 Number of payment transactions | 358 | | 4 Federal income tax withheld | | | 5b February | 4,798.24 | | 5c March | $3,958.23 | | 6 State | TX 2691666 | | 8 State income tax withheld | 0.00 | Department of the Treasury - Internal Revenue Service Form 1099-K (keep for your records) www.irs.gov/Form1099K",1099 "## Form 1099-K Payment Card and Third Party Network Transactions 2025 OMB No. 1545-2205 Copy B For Payee | Field | Value | | --- | --- | | FILER'S name, street address, cítyor town, state or province, country, ZIP orforcign postal code, and te1ephone no. | PayStream Networks Inc. 9829 Granite St Lakewood, CO 21624 | | FILER'S TIN | 82-2616982 | | PAYEE'S namc | Casey Patel | | PAYEE'S TIN | ****8797 | | Street address (including apt. no.) | 9764 Sample Street | | City or town, state or province, country, and ZIP orforeign posta1 code | Bayside, WA 61779 | | 1a Gross amount of payment card/third party network transactions | 113,5O9.82 | | 1b Card Not Present transactions | 48,497.46 | | 2 Merchant category code | 902| | 3 Number of payment transactions | 840 | | 4 Fcderal income tax withhe1d | | | 5a January | S2,849.50 | | 5c March | 2,141.03 | | 6 5tate | PA4929197 | | 8 State íncome tax withheld | | Department of the Treasury -Intemal Revenue Service ## Form 1099-K (keep for your records) www.irs.gov/Form1099K",1099 "Form 1099-K Payment Card andThird Party NetworkTransactions For calendar year 2O24 ## OMB No. 1545-2205 Copy B For Payee | Field | Value | | --- | --- | | FILER'5 name, street address, cityor town, state or province, country, ZIP or foreign postal code, and telephone no. | Harbor Merchant Servíces 3l59 Prairie Ave Pinecrest, GA 39635 | | FILER'S TIN| 93-8775896 | | PAYEE'S namc| Rilcy J. Sato | | PAYEE'S TIN | ***-**-8797 | | 1a Gross amount of payment card/third party network transactions | $94,589.21 | | 1b Card Not Present transactions | $17,855.4O | | 2 Merchant category code | 876 | | 4 Federa1 income tax withheld | | | 5b February | $3,777.02 | | 5c March | $1,057.12 | | 6 State | GA 7695773 | | 8 State income tax withheld | |",1099 "OMB No. 1545-0115 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 4098 Cedar Ln Fairview, OH 24113 PAYER'S TIN 67-3463881 RECIPIENT'S name Wei Brennan RECIPIENT'S TIN XXXXX9708 Street address (including apt. no.) 9029 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 79877 1 Rents 90,056.86 2 Royalties 3 Other income $1,931.48 4 Federal income tax withheld 6 Medical and health care payments 10 Gross proceeds paid to an attorney 0.00 16 State tax withheld 0.00",1099 "For calendar year 2026 OMB No. 1545-0115 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bright Pixel Design LLC 2937 Oak Hollow Ct Bayside, WA 23593 PAYER'S TIN 40-9019532 RECIPIENT'S name Alex Adeyemi RECIPIENT'S TIN XXX-XX-1340 Street address (including apt. no.) 2181 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 95302 1 Rents $86,660.29 2 Royalties $0.00 3 Other income 5,285.95 4 Federal income tax withheld 6 Medical and health care payments 10 Gross proceeds paid to an attorney 0.00 16 State tax withheld 18 State income 91,107.60 Department of the Treasury - Internal Revenue Service",1099 "Form 1099-MISC Miscellaneous Information For calendar year 2023 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 2563 Cedar Ln Pinecrest, GA 55300 PAYER'S TIN 41-9640280 RECIPIENT'S name Mateo D. Adeyemi RECIPIENT'S TIN XXX-XX-2593 Street address (including apt. no.) 8724 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 71152 1 Rents 136,361.32 2 Royalties 3 Other income $7,118.04 4 Federal income tax withheld 0.00 6 Medical and health care payments 10 Gross proceeds paid to an attorney 16 State tax withheld 18 State income $97,800.00",1099 "Form 1099-MISC Miscellaneous Information OMB No. 1545-0115 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Maple Street Bakery 5684 Willow Bend Way Fairview, OH 92513 PAYER'S TIN 32-7595196 RECIPIENT'S name Taylor K. Testcase RECIPIENT'S TIN XXX-XX-1907 Street address (including apt. no.) 2625 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 18926 3 Other income $7,323.74 4 Federal income tax withheld $0.00 6 Medical and health care payments 0.00 10 Gross proceeds paid to an attorney 16 State tax withheld 0.00",1099 "Form 1099-MI5C Miscellaneous Information 2022 OMB No. 1545-0115 This is important tax information and is being fumished to the IRS. PAYER'Sname, street address,cíty or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Landscaping 7029 Granite St Testville, IL 90912 PAYER'S TIN 28-6275933 RECIPIENT'S name Amara Haddad RECIPIENT'5 TIN ****3808 Street address (inc1uding apt. no.) 537 Cedar Ln City or town,state or province, country, and ZIP or foreign postal code Brookhaven, PA 84203 1 Rents $38,641.64 2 Royalties 0.00 3 0ther income $4,360.10 4 Federal income tax withheld 6 Medical and health care payments 10 Gross proceeds paid to an attorney 16 5tate tax withheld 18 State income 81,228.26",1099 "Form 1099-MISC Miscellaneous Information 2025 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bright Pixel Design LLC 7532 Harbor View Rd Maplewood, MN 57752 PAYER'S TIN 46-2291834 RECIPIENT'S name Sofia C. Romero RECIPIENT'S TIN XXXXX9427 Street address (including apt. no.) 9610 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 13534 Account number (see instructions) ***-**-154780 3 Other income 7,688.90 4 Federal income tax withheld 6 Medical and health care payments 10 Gross proceeds paid to an attorney 16 State tax withheld 0.00 18 State income $12,656.59 Department of the Treasury - Internal Revenue Service Form 1099-MISC (keep for your records) www.irs.gov/Form1099MISC",1099 "Form 1099-MISC Miscellaneous Information 2022 From: Riverbend Landscaping RECIPIENT: Alex S. Sato 1 Rents 66,003.35 18 State income $69,960.44 3 Other income 9,446.77",1099 "☐ CORRECTED Form 1099-MISC Miscellaneous Information For calendar year 2022 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Maple Street Bakery 7182 Sample Street Testville, IL 11917 PAYER'S TIN 93-2295293 RECIPIENT'S name Fatima Larsen RECIPIENT'S TIN XXXXX3995 Street address (including apt. no.) 5836 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 97463 Account number (see instructions) ending in 595442 1 Rents $15,527.96 2 Royalties 0.00 3 Other income 7,756.46 4 Federal income tax withheld 6 Medical and health care payments 0.00 10 Gross proceeds paid to an attorney 16 State tax withheld 0.00",1099 "CORRECTED (if checked) OMB No. 1545-0115 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 9035 Sample Street Pinecrest, GA 19698 PAYER'S TIN 78-4336231 RECIPIENT'S name Wei Fischer RECIPIENT'S TIN XXX-XX-7285 Street address (including apt. no.) 7533 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 91257 Account number (see instructions) XXX-XX-035576 1 Rents $109,885.63 2 Royalties 3 Other income 6,141.43 4 Federal income tax withheld 0.00 6 Medical and health care payments $0.00 10 Gross proceeds paid to an attorney $0.00 16 State tax withheld 18 State income $105,043.41 Department of the Treasury - Internal Revenue Service Form 1099-MISC Miscellaneous Information Form 1099-MISC (keep for your records) www.irs.gov/Form1099MISC",1099 "CORRECTED (if checked) 2022 OMB No. 1545-0115 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 7401 Lakeshore Blvd Testville, IL 96698 PAYER'S TIN 68-5450689 RECIPIENT'S name Sofia Rivera RECIPIENT'S TIN ending in 6952 Street address (including apt. no.) 978 Granite St City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 26379 1 Rents 35,990.76 3 Other income 6,628.06 4 Federal income tax withheld $0.00 10 Gross proceeds paid to an attorney $0.00 16 State tax withheld 18 State income 103,878.39",1099 "From: Maple Street Bakery Recipient's name: Olivia Romero 18 State income $85,256.00 3 Other income 5,728.62 Form 1099-MISC Miscellaneous Information",1099 "Form 1099-MISC Miscellaneous Information 2023 OMB No. 1545-0115 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Landscaping 9801 Willow Bend Way Oak Grove, TX 58040 PAYER'S TIN 62-2100586 RECIPIENT'S name Alex Moreau RECIPIENT'S TIN ****2449 Street address (including apt. no.) 9491 Sample Street City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 62859 2 Royalties $0.00 4 Federal income tax withheld 6 Medical and health care payments 10 Gross proceeds paid to an attorney 0.00 16 State tax withheld",1099 "VOID CORRECTED 2024 OMB No. 1545-0115 Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 4188 Oak Hollow Ct Lakewood, CO 46636 PAYER'S TIN 46-6342711 RECIPIENT'S name Avery D. Fischer RECIPIENT'S TIN ***-**-9961 Street address (including apt. no.) 2053 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 12257 1 Rents $5,810.28 2 Royalties 3 Other income 2,168.45 4 Federal income tax withheld 6 Medical and health care payments $0.00 10 Gross proceeds paid to an attorney 16 State tax withheld 18 State income $13,708.17 Department of the Treasury - Internal Revenue Service Form 1099-MISC Miscellaneous Information Form 1099-MISC (keep for your records) www.irs.gov/Form1099MISC",1099 "CORRECTED (if checked) 2022 OMB No. 1545-0115 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, stateor province, country, ZIP or foreign posta1 code, and telephone no. Riverbend Landscaping 4142 Prairie Ave Riverton, WI 36153 PAYER'S TIN 17-4682496 RECIPIENT'S name Jamie Romero RECIPIENT'S TIN endíng in 6178 Strcet address (including apt. no.) 4499 Sample Street Cityor town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 64688 1 Rents $126,381.16 3 0ther income $3,826.98 4 Federal income tax wíthheld 6 Medicaland health care payments $0.00 l0 Gross proceeds paid to an attomcy 16 State tax withheld 18 State income $54,082.61 Department of the Treasury - Intcmal Rcvenue Service Form 1099-MISC Miscellaneous Information Form 1099-MISC (keep for your records) www.irs.gov/Form1099MISC",1099 "Form 1099-MISC Miscellaneous Information Copy B For Recipient PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 4836 Maple Ridge Dr Testville, IL 47960 PAYER'S TIN 23-2794663 RECIPIENT'S name Fatima Larsen RECIPIENT'S TIN XXXXX6272 Account number (see instructions) ***-**-170351 1 Rents 136,950.85 2 Royalties 0.00 3 Other income 7,596.51 4 Federal income tax withheld 6 Medical and health care payments $0.00 10 Gross proceeds paid to an attorney 16 State tax withheld 18 State income 22,718.84 Department of the Treasury - Internal Revenue Service Form 1099-MISC (keep for your records) www.irs.gov/Form1099MISC",1099 "Form 1099-MISC Miscellaneous Information 2022 This is important tax information and is being furnished tothe IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting lO1 Sample Street Brookhaven, PA 29797 PAYER'S TIN 20-8808503 RECIPIENT'S name Mateo K. Rívera RECIPIENT'STIN XXX-XX-1084 Street address (induding apt. no.) 6805 Lakeshore Blvd Cíty or town, state or province, country, and ZIP orforeign posta1 code Bayside, WA 66526 Account number (see instructions) XXX-XX-565525 1 Rents 90,913.06 2 Roya1ties 0.00 4 Federal income tax withheld 10 Gross proceeds paid to an attomey 16 State tax withheld 18 State income 97,664.6O",1099 "Form 1099-NEC Nonemployee Compensation For calendar year 2023 OMB No. 1545-0116 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 139 Granite St Oak Grove, TX 50538 PAYER'S TIN 10-1194009 RECIPIENT'S name Mateo Tanaka RECIPIENT'S TIN XXX-XX-6298 Street address (including apt. no.) 5315 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 92321 Account number (see instructions) XXX-XX-569569 1 Nonemployee compensation 99,530.24 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale X 4 Federal income tax withheld 5 State tax withheld 6 State/Payer's state no. OH 9883642 7 State income 25,861.97 Department of the Treasury - Internal Revenue Service Form 1099-NEC (keep for your records) www.irs.gov/Form1099NEC",1099 "For calendar year 2025 OMB No. 1545-0116 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Landscaping 2917 Maple Ridge Dr Riverton, WI 87574 PAYER'S TIN 73-1348785 RECIPIENT'S name Lena Rivera RECIPIENT'S TIN ***-**-1509 Street address (including apt. no.) 2277 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 91842 Account number (see instructions) ending in 258461 1 Nonemployee compensation 15,526.75 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale X 4 Federal income tax withheld 5 State tax withheld 6 State/Payer's state no. WI 4193850 Form 1099-NEC Nonemployee Compensation",1099 "Form 1099-NEC Nonemployee Compensation 2022 OMB No. 1545-0116 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bright Pixel Design LLC 7437 Sample Street Maplewood, MN 91252 PAYER'S TIN 23-4445689 RECIPIENT'S name Riley Brennan RECIPIENT'S TIN XXXXX6614 Street address (including apt. no.) 1540 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Testville, IL 18114 Account number (see instructions) XXXXX961171 1 Nonemployee compensation $19,853.88 4 Federal income tax withheld 0.00 6 State/Payer's state no. MN 2545442 Department of the Treasury - Internal Revenue Service Form 1099-NEC (keep for your records) www.irs.gov/Form1099NEC",1099 "Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Landscaping 9890 Willow Bend Way Maplewood, MN 79932 PAYER'S TIN 84-6343305 RECIPIENT'S name Fatima C. Brennan RECIPIENT'S TIN XXX-XX-5895 Account number (see instructions) XXX-XX-766151 1 Nonemployee compensation 81,887.66 4 Federal income tax withheld 0.00 5 State tax withheld 6 State/Payer's state no. OH 8339381 7 State income $46,136.50 Form 1099-NEC Nonemployee Compensation",1099 "Form 1099-NEC Nonemployee Compensation 2022 From: Riverbend Landscaping To: Priya Romero 6 State/Payer's state no. PA 6672240 7 State income 127,510.80 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale ☒ 1 Nonemployee compensation $120,374.97",1099 "From: Maple Street Bakery Recipient's name: Diego Patel 6 State/Payer's state no. CO 8876771",1099 "VOID CORRECTED Form 1099-NEC Nonemployee Compensation For calendar year 2025 OMB No. 1545-0116 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 93 Elm Park Pl Brookhaven, PA 95190 PAYER'S TIN 88-9263701 RECIPIENT'S name Noah Tanaka RECIPIENT'S TIN ending in 9605 Street address (including apt. no.) 706 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 55168 Account number (see instructions) ****999646 1 Nonemployee compensation 67,113.21 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale ☒ 5 State tax withheld $0.00 7 State income $133,628.44",1099 "Form 1099-NEC Nonemployee Compensation For calendar year 2022 OMB No. 1545-0116 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Riverbend Landscaping 2325 Harbor View Rd Riverton, WI 46456 PAYER'S TIN 30-5165234 RECIPIENT'S name Hiro Patel RECIPIENT'S TIN XXXXX7379 5 State tax withheld $0.00 6 State/Payer's state no. IL 8704919 7 State income 139,715.47",1099 "Form 1099-NEC Nonemployee Compensation 2024 PAYER'S name: Riverbend Landscaping RECIPIENT: Diego Tanaka 6 State/Payer's state no. OH 7579984 1 Nonemployee compensation 62,624.12",1099 "2026 OMB No. 1545-0116 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Bright Pixel Design LLC 6608 Harbor View Rd Oak Grove, TX 83486 PAYER'S TIN 12-2901068 RECIPIENT'S name Lena Moreau RECIPIENT'S TIN ***-**-7328 Account number (see instructions) XXXXX777405 1 Nonemployee compensation 131,064.01 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale [X] 4 Federal income tax withheld 5 State tax withheld 6 State/Payer's state no. TX 6626804 7 State income $112,525.43 Department of the Treasury - Internal Revenue Service",1099 "Form 1099-NEC Nonemployee Compensation For calendar year 2025 OMB No. 1545-0116 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 6996 Sample Street Riverton, WI 81798 PAYER'S TIN 93-7793306 RECIPIENT'S name Casey L. Sato RECIPIENT'S TIN XXX-XX-9841 Street address (including apt. no.) 868 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 92872 Account number (see instructions) ending in 447328 1 Nonemployee compensation $77,339.87 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale ☒ 6 State/Payer's state no. WI 3034713 7 State income $128,682.21 Department of the Treasury - Internal Revenue Service Form 1099-NEC (keep for your records) www.irs.gov/Form1099NEC",1099 "PAYER'S name: Riverbend Landscaping To: Casey Patel 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale 0.00 1 Nonemployee compensation 72,113.45",1099 "VOID CORRECTED Form 1099-NEC Nonemployee Compensation For calendar year 2024 OMB No. 1545-0116 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Maple Street Bakery 2230 Lakeshore Blvd Maplewood, MN 31727 PAYER'S TIN 41-9126773 RECIPIENT'S name Casey Patel RECIPIENT'S TIN ending in 0283 Street address (including apt. no.) 6479 Sample Street City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 77210 Account number (see instructions) XXXXX179046 1 Nonemployee compensation 56,685.81 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale ☒ 4 Federal income tax withheld $0.00 5 State tax withheld 6 State/Payer's state no. TX 8215980 Department of the Treasury - Internal Revenue Service Form 1099-NEC (keep for your records) www.irs.gov/Form1099NEC",1099 "For calendar year 2025 OMB No. 1545-0116 This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Copperline Consulting 3213 Granite St Fairview, OH 78808 PAYER'S TIN 19-7369783 RECIPIENT'S name Riley L. Testcase RECIPIENT'S TIN ending in 8254 Street address (including apt. no.) 1447 Granite St City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 25409 Account number (see instructions) ***-**-434245 1 Nonemployee compensation $24,682.63 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale 4 Federal income tax withheld 0.00 5 State tax withheld $0.00 6 State/Payer's state no. PA 4409459 7 State income $121,854.99 Department of the Treasury - Internal Revenue Service Form 1099-NEC Nonemployee Compensation Form 1099-NEC (keep for your records) www.irs.gov/Form1099NEC",1099 "Form 1099-NEC Nonemployee Compensation For calendar year 2024 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and telephone no. Maple Street Bakery 727 Granite St Oak Grove, TX 11736 PAYER'S TIN 82-3205431 RECIPIENT'S name Wei Larsen RECIPIENT'S TIN ****8693 Street address (including apt. no.) 5100 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 34826 Account number (see instructions) ****346881 1 Nonemployee compensation 128,384.71 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale [X] 5 State tax withheld 0.00 6 State/Payer's state no. IL 4900014 7 State income $79,364.49",1099 "Form 1099-NEC Nonemployee Compensation 2024 Copy B For Recipient This is important tax information and is being fumished to the IRS. PAYER'S name, street address, city or town, state orprovince, country, ZIP or foreígn postal code, and telephone no. Riverbend Landscaping l25O Harbor View Rd Pinecrest, GA 3575l PAYER'S TIN 25-8666384 RECIPIENT'S name Alex Moreau RECIPIENT'S TIN ****5202 Street address (induding apt. no.) 2391 Granite St City or town, state or province, country, and ZIP or foreign postal code Fairview, 0H 468O4 l Nonemployee compensation $81,102.38 2 Payer made direct sales totaling $5,000 or more of consumer products to recipient for resale [X] 5State tax withheld 6 State/Payer's state no. WI 9704348 7 State income $l00,603.04 Departmentof the Treasury - Intemal Revenue Service Form 1099-NEC (keepfor your records) www.irs.gov/Form1099NEC",1099 "Form 1099-Q Payments From QualifiedEducation Programs (Under Sections 529 and 530) 2026 0MB No. 1545-1760 Copy B For Recipient This is important tax information and is being furnishedto the IRS. PAYER'S/TRUSTEE'S name, street address, cíty or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (induding apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Gross distribution 2 Earnings 3 Basis 4 Trustee-to-trustee transfer 5 Qualifiedtuition program—Private or State / Coverdell ESA 6 If this boxis checked, the recipient is not the designated beneficiary Ironwood Wealth Partners 9418 Elm Park Pl Ríverton, WI 11822 91-9836257 Alex L. Castillo XXX-XX-l963 882O Willow Bcnd Way Fairview, 0H 87757 S45,089.97 $l,724.97 $99,944.00 ☒ [X] ☒ Department of the Treasury - Internal Revenuc 5ervice Form 1099-Q (keep for your records) www.irs.gov/Form1099Q",1099 "CORRECTED (if checked) 2024 PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Gross distribution 2 Earnings 3 Basis 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA Northstar Securities 4459 Cedar Ln Cedar Falls, IA 18646 98-4735798 Olivia Rivera ***-**-8567 4561 Maple Ridge Dr Testville, IL 31669 XXX-XX-469774 77,506.35 $3,932.40 $57,556.33 X ☐ Department of the Treasury - Internal Revenue Service",1099 "Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) OMB No. 1545-1760 This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Account number (see instructions) 1 Gross distribution 2 Earnings 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recipient is not the designated beneficiary Evergreen Brokerage Services 5344 Oak Hollow Ct Testville, IL 53012 84-8400122 Morgan R. Okafor XXXXX6396 ***-**-692796 125,921.05 $2,534.74 ☒ [X] ☐",1099 "For calendar year 2024 OMB No. 1545-1760 This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN 1 Gross distribution 2 Earnings 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA Clearwater Investing 9820 Harbor View Rd Bayside, WA 62356 34-1623288 Priya Moreau XXX-XX-8205 $90,848.64 428.86 [X] ☒",1099 "2024 OMB No. 1545-1760 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Gross distribution 3 Basis 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recipient is not the designated beneficiary Northstar Securities 6526 Granite St Pinecrest, GA 96405 11-2526604 Alex Moreau ***-**-1020 4803 Lakeshore Blvd Oak Grove, TX 75315 100,238.51 63,959.50 X ☒ ☒ Department of the Treasury - Internal Revenue Service Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) Form 1099-Q (keep for your records) www.irs.gov/Form1099Q",1099 "For calendar year 2021 OMB No. 1545-1760 Copy B For Recipient PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Gross distribution 2 Earnings 3 Basis 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recipient is not the designated beneficiary Clearwater Investing 7267 Maple Ridge Dr Testville, IL 33481 16-6463525 Olivia Testcase ****0863 8254 Lakeshore Blvd Maplewood, MN 56307 ending in 297278 $57,532.39 4,393.02 119,552.81 X X ☒ Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530)",1099 "Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) OMB No. 1545-1760 This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 2 Earnings 3 Basis 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recipient is not the designated beneficiary Summit Investments 260 Cedar Ln Lakewood, CO 68122 46-4797100 Noah Patel ****8125 1094 Maple Ridge Dr Oak Grove, TX 70375 5,163.13 $68,216.61 [X] ☒ ☐ Department of the Treasury - Internal Revenue Service Form 1099-Q (keep for your records) www.irs.gov/Form1099Q",1099 "Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) 2024 OMB No. 1545-1760 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Gross distribution 2 Earnings 3 Basis 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recipient is not the designated beneficiary Northstar Securities 4037 Lakeshore Blvd Pinecrest, GA 41451 92-2965575 Sofia Sato ****7440 361 Cedar Ln Fairview, OH 57887 $15,749.73 $8,595.10 23,545.61 X [X]",1099 "☐ CORRECTED Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) For calendar year 2024 OMBNo. l545-l760 Copy B For Recipient This is important tax information and is being fumished to the IR5. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN 1 Gross distribution 2 Earníngs 3 Basis 5 Qualified tuition program—Private orState / Coverdell E5A 6 If this box is checked, the recipient is not the designated beneficiary Northstar Securities 5590 Lakeshore Blvd 0akGrove, TX 60643 28-28570l4 Fatima Fischer ***-**-5657 118,627.34 $5,788.63 $5,278.80 X",1099 "CORRECTED (if checked) Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) OMB No. 1545-1760 This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN 1 Gross distribution 2 Earnings 3 Basis 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recipient is not the designated beneficiary Summit Investments 2179 Prairie Ave Oak Grove, TX 79229 95-9046425 Alex Okafor XXXXX9579 57,789.22 $7,467.16 $70,086.07 Department of the Treasury - Internal Revenue Service Form 1099-Q (keep for your records) www.irs.gov/Form1099Q",1099 "☐ CORRECTED Form 1099-Q Payments From Qualified Education Programs (Under 5ections 529 and 530) 2022 OMB No. l545-1760 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S namc, street address, city or town, state orprovince, country, and ZIP or foreign postal codc PAYER'S/TRUSTEE'S TIN RECIPIENT'S namc RECIPIENT'S TIN Street address (induding apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1Gross distribution 2 Earnings 3 Basis 5 Qualified tuition program—Privatc or State / Coverde1l ESA 6 If this box is checked, the recipient is not the designated beneficiary Evergreen Brokerage Services 7O93 Lakeshore Blvd Bayside, WA 90423 84-1374802 RileyNguyen ***-**-5942 3676 Sample Street Baysíde, WA 82754 XXXXX103102 24,463.21 5,491.94 S131,177.46 ☒ Department of the Treasury- Intemal Revenue 5ervice Form l099-Q (keep for your records) www.irs.gov/Form1099Q",1099 "For calendar year 2025 OMB No. 1545-1760 PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Gross distribution 2 Earnings 3 Basis 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recipient is not the designated beneficiary Summit Investments 1266 Sample Street Brookhaven, PA 68094 12-3217061 Diego Rivera ***-**-1049 3219 Granite St Oak Grove, TX 72267 $78,082.25 6,785.05 77,286.02 ☒ ☒ Department of the Treasury - Internal Revenue Service Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) Form 1099-Q (keep for your records) www.irs.gov/Form1099Q",1099 "CORRECTED (if checked) Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) OMB No. 1545-1760 PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Gross distribution 2 Earnings 3 Basis 6 If this box is checked, the recipient is not the designated beneficiary Summit Investments 8657 Harbor View Rd Testville, IL 79585 80-8320648 Mateo D. Moreau ***-**-1590 7597 Willow Bend Way Pinecrest, GA 65625 XXXXX508974 125,942.54 6,069.43 $45,781.52 ☒ Department of the Treasury - Internal Revenue Service Form 1099-Q (keep for your records) www.irs.gov/Form1099Q",1099 "Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Gross distribution 2 Earnings 3 Basis 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recipient is not the designated beneficiary Ironwood Wealth Partners 139 Lakeshore Blvd Lakewood, CO 82286 51-6487935 Diego Kowalski XXXXX8981 6607 Sample Street Maplewood, MN 40446 XXX-XX-625926 $66,426.63 $7,358.11 72,844.77 ☐ ☒",1099 "☐ CORRECTED Form 1099-Q Payments From Qualified Education Programs (Under Sections 529 and 530) OMB No. 1545-1760 Copy B For Recípient This is important tax informationand is being furnished to the IR5. PAYER'S/TRUSTEE'S name, street address, cíty or town, state or province, country, and ZIP or foreign postal code PAYER'5/TRU5TEE'5 TIN RECIPIENT'Sname RECIPIENT'S TIN Account number (see instructions) l Gross distribution 2 Earnings 3 Basis 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA 6 If this box is checked, the recípient is not the designated bcneficiary Northstar Securities 9610 Granite St 0ak Grove,TX 68128 37-5303803 Wei Romero XXXXX6287 XXX-XX-662784 51,160.57 S5,906.84 $128,420.04 ☒ ☒ X",1099 "2025 Copy B For Recipient This is important tax information and is being furnished to the IRS. PAYER'S/TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code PAYER'S/TRUSTEE'S TIN RECIPIENT'S name RECIPIENT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Gross distribution 2 Earnings 3 Basis 4 Trustee-to-trustee transfer 5 Qualified tuition program—Private or State / Coverdell ESA Summit Investments 4420 Prairie Ave Bayside, WA 73679 31-1048345 Lena Okafor ****7542 7463 Willow Bend Way Fairview, OH 29239 $15,883.53 6,504.21 $32,206.16 X Department of the Treasury - Internal Revenue Service",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2022 OMB No. 1545-0119 Copy C For Recipient's Records PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Summit Retirement Trust 1840 Maple Ridge Dr Cedar Falls, IA 56021 PAYER'S TIN: 60-8969095 RECIPIENT'S name: Diego Rivera RECIPIENT'S TIN: XXXXX0042 Street address (including apt. no.): 9493 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code: Cedar Falls, IA 77513 1 Gross distribution: 95,700.29 2a Taxable amount: $100,730.24 2b Taxable amount not determined: ☒ 4 Federal income tax withheld: 7,656.64 7 Distribution code(s): 2 7 IRA/SEP/SIMPLE: ☐ 14 State tax withheld: $2,723.20 16 State distribution: 64,163.43",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. For calendar year 2021 OMB No. 1545-0119 Copy B Report this income on your federal tax return. Copy C For Recipient's Records PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Summit Retirement Trust 5371 Sample Street Oak Grove, TX 96372 PAYER'S TIN: 88-2582380 RECIPIENT'S name: Sofia Testcase RECIPIENT'S TIN: ***-**-3980 Account number (see instructions): XXX-XX-785175 Line 1 Gross distribution: $13,246.14 Line 2a Taxable amount: 11,602.77 Line 2b Taxable amount not determined Line 4 Federal income tax withheld: 145.98 Line 5 Employee contributions/Designated Roth contributions or insurance premiums Line 7 Distribution code(s): 4 Line 7 IRA/SEP/SIMPLE Line 14 State tax withheld: 1,797.86 Line 16 State distribution: 112,397.05 Department of the Treasury - Internal Revenue Service Form 1099-R (keep for your records) www.irs.gov/Form1099R",1099 "Copy C For Recipient's Records PAYER'S name, street address, city or town, state or province, country,ZIP or foreign postal code, and phone no.: Summit Retirement Trust 287l Elm Park Pl Rivcrton, WI 32908 PAYER'S TIN: 74-2280286 RECIPIENT'S name: Riley E. Moreau RECIPIENT'S TIN: ****3831 Street address (including apt. no.): 8483 0ak Hollow Ct City or town, state or province, country,and ZIP orforeign postal code: Fairview, OH 74706 Box 1 Gross distribution: 4,146.42 Box 2a Taxable amount: $106,210.89 Box 2b Taxable amount not determined Box 4 Federalincome tax wíthheld: 5,79l.02 Box 5 Employee contributions/Designated Roth contributions or insurance premiums: 0.00 Box 7 IRA/5EP/SIMPLE: ☒ Box 14 State tax withhe1d:$1,389.78 Box 16 State distribution: 71,945.98 Department of the Treasury - Intemal Revenue Servicc Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing P1ans, IRAs, Insurance Contracts, etc. Form 1099-R (keep for your records) www.irs.gov/Form1099R",1099 "CORRECTED (if checked) 2021 OMB No. 1545-0119 Copy B Report this income on your federal tax return. Copy C For Recipient's Records PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Evergreen Retirement Services 4129 Harbor View Rd Oak Grove, TX 16777 PAYER'S TIN: 29-9958504 RECIPIENT'S name: Priya Nguyen RECIPIENT'S TIN: ***-**-0489 1 Gross distribution: $73,493.59 2a Taxable amount: 78,451.36 4 Federal income tax withheld: $375.85 5 Employee contributions/Designated Roth contributions or insurance premiums: $0.00 7 Distribution code(s): 7D 7 IRA/SEP/SIMPLE: ☒ 16 State distribution: 93,438.71",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2023 OMB No. 1545-0119 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Evergreen Retirement Services 6422 Willow Bend Way Brookhaven, PA 74311 PAYER'S TIN: 59-7316036 RECIPIENT'S name: Jamie Brennan RECIPIENT'S TIN: ****4473 Street address (including apt. no.): 5819 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code: Fairview, OH 99740 Account number (see instructions): XXXXX154046 Line 2a Taxable amount: 49,519.87 Line 4 Federal income tax withheld: 4,646.30 Line 5 Employee contributions/Designated Roth contributions or insurance premiums Line 7 IRA/SEP/SIMPLE: X Line 14 State tax withheld: $7,710.09 Line 16 State distribution: 68,822.39 Department of the Treasury - Internal Revenue Service Form 1099-R (keep for your records) www.irs.gov/Form1099R",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. OMB No. 1545-0119 Copy B Report this income on your federal tax return. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Summit Retirement Trust 4959 Harbor View Rd Cedar Falls, IA 80375 PAYER'S TIN: 85-5520962 RECIPIENT'S name: Sofia Tanaka RECIPIENT'S TIN: XXX-XX-3783 Street address (including apt. no.): 7373 Granite St City or town, state or province, country, and ZIP or foreign postal code: Fairview, OH 89600 1 Gross distribution: 83,271.77 2a Taxable amount: 94,004.88 2b Taxable amount not determined 4 Federal income tax withheld: $9,156.96 7 Distribution code(s): 4 7 IRA/SEP/SIMPLE: X 14 State tax withheld: $4,159.00 16 State distribution: 102,944.48 Department of the Treasury - Internal Revenue Service Form 1099-R (keep for your records) www.irs.gov/Form1099R",1099 "PAYER:: Summit Retirement Trust To:: Wei Moreau Line 2a Taxable amount: $3,769.47",1099 "☐ CORRECTED Copy B Report this income on your federal tax return. Copy C For Recipient's Records PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Northstar Retirement Plan Services 8732 Oak Hollow Ct Testville, IL 43453 PAYER'S TIN: 76-5340520 RECIPIENT'S name: Priya Sato RECIPIENT'S TIN: ****5333 Street address (including apt. no.): 743 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Testville, IL 66998 1 Gross distribution: 60,548.14 2b Taxable amount not determined: ☐ 4 Federal income tax withheld: 6,684.46 5 Employee contributions/Designated Roth contributions or insurance premiums 7 IRA/SEP/SIMPLE: [X] 14 State tax withheld: 2,538.99 16 State distribution: $42,045.82 Department of the Treasury - Internal Revenue Service Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form 1099-R (keep for your records) www.irs.gov/Form1099R",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. OMB No. 1545-0119 Copy B Report this income on your federal tax return. Copy C For Recipient's Records PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Evergreen Retirement Services 6797 Willow Bend Way Oak Grove, TX 81489 PAYER'S TIN: 29-2240952 RECIPIENT'S name: Priya Tanaka RECIPIENT'S TIN: XXX-XX-4132 Street address (including apt. no.): 526 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code: Riverton, WI 68390 Account number (see instructions): ****642560 Box 1 Gross distribution: 119,774.45 Box 2a Taxable amount: 4,310.36 Box 2b Taxable amount not determined Box 4 Federal income tax withheld: $9,491.98 Box 7 Distribution code(s): 4 Box 7 IRA/SEP/SIMPLE Box 14 State tax withheld: 3,445.20 Box 16 State distribution: 75,977.52",1099 "Form 1099-R Distributions From Pensions, Annuities,Retirement or Profit-Sharíng P1ans, IRAs, Insurance Contracts, etc. OMB No. 1545-0l19 Copy B Rcport this income on your federal tax return. Copy C For Recipient's Records PAYER'S name, street address,city ortown, state or province, country, ZIP or foreign posta1 code, andphone no.: Northstar Rctirement Plan 5ervices 5l5O Sample 5treet Bayside, WA 66286 PAYER'S TIN: 59-4218928 RECIPIENT'S name: Kwame S. Kowalski RECIPIENT'S TIN: ***-**-8102 Street address (including apt. no.): 3759 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code: Cedar Falls, IA 11451 1 Gross distribution: 56,010.65 2a Taxable amount: S108,033.86 2b Taxable amount not determined: ☒ 4 Fedcral income tax withheld: 6,157.11 7 Distribution code(s): G 7 IRA/SEP/SIMPLE: ☒ 14 State tax withheld: $2,540.09 Department of the Treasury - Intemal Revenue Service Form 1099-R (keepfor your records) www.irs.gov/Form1099R",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. For calendar year 2021 OMB No. 1545-0119 Copy B Report this income on your federal tax return. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Clearwater 401(k) Administration 2695 Cedar Ln Maplewood, MN 89143 PAYER'S TIN: 93-2996468 RECIPIENT'S name: Fatima Tanaka RECIPIENT'S TIN: XXX-XX-5303 Street address (including apt. no.): 8554 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code: Testville, IL 94304 Account number (see instructions): ending in 133386 Box 2a Taxable amount: $4,596.50 Box 2b Taxable amount not determined: X Box 4 Federal income tax withheld: $2,181.81 Box 5 Employee contributions/Designated Roth contributions or insurance premiums Box 7 Distribution code(s): 2 Box 7 IRA/SEP/SIMPLE Box 16 State distribution: 72,058.03 Department of the Treasury - Internal Revenue Service Form 1099-R (keep for your records) www.irs.gov/Form1099R",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2025 Copy C For Recipient's Records PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Evergreen Retirement Services 1849 Prairie Ave Cedar Falls, IA 56036 PAYER'S TIN: 61-5060634 RECIPIENT'S name: Avery Moreau RECIPIENT'S TIN: XXX-XX-9230 1 Gross distribution: 84,236.02 2a Taxable amount: $66,938.80 2b Taxable amount not determined 4 Federal income tax withheld: 4,321.67 5 Employee contributions/Designated Roth contributions or insurance premiums 7 Distribution code(s): 1 7 IRA/SEP/SIMPLE: X 14 State tax withheld: $2,051.24 16 State distribution: $52,220.73 Department of the Treasury - Internal Revenue Service Form 1099-R (keep for your records) www.irs.gov/Form1099R",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2024 PAYER'S name:: Evergreen Retirement Services RECIPIENT:: Fatima Romero Box 7 Distribution code(s): 2 Box 4 Federal income tax withheld: $9,256.02 Box 16 State distribution: $104,140.52 Box 7 IRA/SEP/SIMPLE: ☐",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2024 From:: Clearwater 401(k) Administration To:: Riley Sato Box 14 State tax withheld: 7,299.79 Box 1 Gross distribution: 33,214.95 Box 2a Taxable amount: $9,757.70",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. OMB No. 1545-0119 PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Clearwater 401(k) Administration 3738 Cedar Ln Fairview, OH 78568 PAYER'S TIN: 21-3433713 RECIPIENT'S name: Diego Tanaka RECIPIENT'S TIN: ****8553 Street address (including apt. no.): 2857 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Pinecrest, GA 53521 Account number (see instructions): ****224215 Box 1 Gross distribution: $110,464.10 Box 2a Taxable amount: $100,332.03 Box 2b Taxable amount not determined: ☐ Box 4 Federal income tax withheld: 5,691.17 Box 5 Employee contributions/Designated Roth contributions or insurance premiums Box 7 IRA/SEP/SIMPLE: X Box 14 State tax withheld: 6,938.69 Box 16 State distribution: $46,460.17 Department of the Treasury - Internal Revenue Service Form 1099-R (keep for your records) www.irs.gov/Form1099R",1099 "Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2025 OMB No. 1545-0119 Copy B Report this income on your federal tax return. PAYER'S name, street address, city or town, state or province, country, ZIP or foreign postal code, and phone no.: Clearwater 401(k) Administration 85 Sample Street Fairview, OH 49318 PAYER'S TIN: 86-1918780 RECIPIENT'S name: Sofia B. Haddad RECIPIENT'S TIN: XXXXX2687 Account number (see instructions): ending in 226392 1 Gross distribution: $74,303.39 2a Taxable amount: $115,728.41 2b Taxable amount not determined: ☒ 4 Federal income tax withheld: $3,002.49 5 Employee contributions/Designated Roth contributions or insurance premiums 7 Distribution code(s): 1 7 IRA/SEP/SIMPLE: ☒ 14 State tax withheld: $3,019.06 16 State distribution: 132,314.71",1099 "VOID CORRECTED Form 1099-S Proceeds From Real Estate Transactions 2022 OMB No. 1545-0997 FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Summit Land Title Co. 4812 Granite St Fairview, OH 16940 FILER'S TIN 72-2981005 TRANSFEROR'S name Olivia Fischer TRANSFEROR'S TIN XXX-XX-2992 Street address (including apt. no.) 3301 Granite St City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 77877 Account number (see instructions) ending in 825534 1 Date of closing 02/05/2019 2 Gross proceeds 203,692.40 3 Address or legal description (including city, state, and ZIP code) 7491 Elm Park Pl Cedar Falls, IA 57342 4 Check here if the transferor received or will receive property or services as part of the consideration ☐ 5 Check here if the transferor is a foreign person ☐ 6 Buyer's part of real estate tax 5,709.36 Department of the Treasury - Internal Revenue Service Form 1099-S (keep for your records) www.irs.gov/Form1099S",1099 "Form 1099-S Proceeds From Real Estate Transactions For calendar year 2021 OMB No. 1545-0997 Copy B For Transferor FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Lakeshore Closing Services 8492 Maple Ridge Dr Bayside, WA 54186 FILER'S TIN 40-9399351 TRANSFEROR'S name Mateo Larsen TRANSFEROR'S TIN XXXXX8671 Street address (including apt. no.) 3360 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Fairview, OH 35016 Account number (see instructions) ending in 084893 2 Gross proceeds 582,259.55 4 Check here if the transferor received or will receive property or services as part of the consideration 5 Check here if the transferor is a foreign person ☐ 6 Buyer's part of real estate tax 3,155.12",1099 "For calendar year 2024 OMB No. 1545-0997 FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Lakeshore Closing Services 6449 Elm Park Pl Lakewood, CO 19040 FILER'S TIN 78-1648690 TRANSFEROR'S name Jordan Rivera TRANSFEROR'S TIN ***-**-5833 Street address (including apt. no.) 1301 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 75870 1 Date of closing 04/10/2024 2 Gross proceeds $521,041.34 3 Address or legal description (including city, state, and ZIP code) 2788 Oak Hollow Ct Oak Grove, TX 25681 4 Check here if the transferor received or will receive property or services as part of the consideration ☒ 5 Check here if the transferor is a foreign person [X] 6 Buyer's part of real estate tax $7,597.18 Department of the Treasury - Internal Revenue Service Form 1099-S Proceeds From Real Estate Transactions Form 1099-S (keep for your records) www.irs.gov/Form1099S",1099 "CORRECTED (if checkcd) 2021 OMB No. 1545-0997 Copy B For Transferor FILER'S name, street address, city or town, state or province, country, and ZIP or foreígn posta1 code Cedar Title & Escrow 7282 Granite 5t Lakewood, C0 97453 FILER'S TIN 38-7656686 TRANSFEROR'S name Amara CastilloTRANSFEROR'S TIN ****9611 4 Check here if the transferor received or will receive property or services aspart of the consideration ☒ 5 Check here if the transferor is a foreign person [X] 6 Buyer's part of real estate tax 7,265.66 Form 1099-S Proceeds From RealEstate Transactions",1099 "2026 Copy B For Transferor This is important tax informationand is being furnished to the IRS. FILER'S name, street address, cityor town, state or province, country, and ZIP or foreign postal code Lakeshore Closing Services 6738 Oak Hollow Ct Maplewood, MN 6l869 FILER'S TIN 76-7954734TRANSFEROR'S name AlexOkafor TRANSFEROR'S TIN ending in 9464 Street address (induding apt. no.) 74O2 0ak Hollow Ct City or town, statc or province, country, and ZIP or foreígn posta1 code Lakewood, CO 75794 1 Date of closing July 28, 2026 3 Address or legal descríption (including city, state, and ZIP codc) 6652 Harbor View Rd Fairview, OH 30646 4 Check here if thetransferor receíved or will receive property or services as part of the consideration [X] 5 Check here if the transferor isa foreign person [X] 6 Buyer's part of real estate tax $1,040.87 Department of the Treasury - Intemal Revenue 5ervice",1099 "Copy B For Transferor FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Cedar Title & Escrow 9806 Harbor View Rd Lakewood, CO 34665 FILER'S TIN 78-8315160 TRANSFEROR'S name Taylor Castillo TRANSFEROR'S TIN ending in 1893 Account number (see instructions) XXXXX908408 1 Date of closing 09/19/2022 3 Address or legal description (including city, state, and ZIP code) 8819 Maple Ridge Dr Riverton, WI 88376 4 Check here if the transferor received or will receive property or services as part of the consideration ☒ 5 Check here if the transferor is a foreign person X 6 Buyer's part of real estate tax $2,796.99 Department of the Treasury - Internal Revenue Service",1099 "☐ CORRECTED 2024 OMB No. 1545-0997 Copy B For Transferor FILER'S name, street address, city or town, stateor province, country, and ZIP or foreign postal code Lakeshore Closing 5ervices 611 Harbor View Rd Brookhaven, PA 31991 FILER'S TIN 76-5744722 TRANSFEROR'S name Lena B. Adeyemi TRANSFEROR'S TIN ending in2155 Street address (including apt. no.) 352O Prairie Ave City or town, state or province, country,and ZIP or foreign postal code Maplcwood, MN 62614 1 Date of closing 02/01/2023 2 Gross procceds $267,490.05 4 Check here if the transferor received or will receive property or services as part of the consideration X 5 Checkhereif the transferor is a foreign person 6 Buyer's part of rea1 estate tax 4,099.45 Form 1099-S Proceeds From Real Estate Transactíons",1099 "CORRECTED (if checked) Form 1099-S Proceeds From Real Estate Transactions 2023 OMB No. 1545-0997 This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Summit Land Title Co. 1334 Oak Hollow Ct Cedar Falls, IA 68161 FILER'S TIN 69-1359833 TRANSFEROR'S name Alex M. Haddad TRANSFEROR'S TIN ***-**-3141 1 Date of closing 01/04/2023 2 Gross proceeds $348,899.87 3 Address or legal description (including city, state, and ZIP code) 5388 Prairie Ave Maplewood, MN 48579 4 Check here if the transferor received or will receive property or services as part of the consideration 5 Check here if the transferor is a foreign person ☒",1099 "Form 1099-S Proceeds From Real Estate Transactions For calendar year 2022 OMB No. 1545-0997 This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Summit Land Title Co. 1266 Lakeshore Blvd Riverton, WI 72565 FILER'S TIN 21-5879058 TRANSFEROR'S name Diego Okafor TRANSFEROR'S TIN ***-**-4543 Street address (including apt. no.) 4864 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Testville, IL 58858 1 Date of closing 9/2/21 2 Gross proceeds 119,608.22 3 Address or legal description (including city, state, and ZIP code) 2910 Lakeshore Blvd Testville, IL 98259 4 Check here if the transferor received or will receive property or services as part of the consideration [X] 5 Check here if the transferor is a foreign person X 6 Buyer's part of real estate tax $3,928.67 Department of the Treasury - Internal Revenue Service Form 1099-S (keep for your records) www.irs.gov/Form1099S",1099 "Form 1099-S Proceeds From Real Estate Transactions FILER: Lakeshore Closing Services To: Jamie J. Nguyen 1 Date of closing 11/27/24 2 Gross proceeds 591,515.91 4 Check here if the transferor received or will receive property or services as part of the consideration X",1099 "VOID CORRECTED Form 1099-S Proceeds From Real Estate Transactions OMB No. 1545-0997 This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Cedar Title & Escrow 3529 Sample Street Pinecrest, GA 36990 FILER'S TIN 62-4625396 TRANSFEROR'S name Avery Romero TRANSFEROR'S TIN XXXXX5883 1 Date of closing April 25, 2025 3 Address or legal description (including city, state, and ZIP code) 357 Willow Bend Way Brookhaven, PA 54229 4 Check here if the transferor received or will receive property or services as part of the consideration X 5 Check here if the transferor is a foreign person [X] 6 Buyer's part of real estate tax $620.07",1099 "Form 1099-S Proceeds From Real Estate Transactions 2022 FILER'S name: Summit Land Title Co. RECIPIENT: Kwame S. Brennan 2 Gross proceeds $243,493.94 6 Buyer's part of real estate tax $6,430.11 4 Check here if the transferor received or will receive property or services as part of the consideration X",1099 "Form 1099-S Proceeds From Real Estate Transactions 2025 From: Summit Land Title Co. Recipient's name: Morgan Rivera 3 Address or legal description (including city, state, and ZIP code) 9737 Oak Hollow Ct Lakewood, CO 66148 4 Check here if the transferor received or will receive property or services as part of the consideration [X] 2 Gross proceeds $574,727.29",1099 "Form 1099-S Proceeds From Real Estate Transactions OMB No. 1545-0997 Copy B For Transferor FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Summit Land Title Co. 9162 Oak Hollow Ct Oak Grove, TX 63836 FILER'S TIN 65-5685686 TRANSFEROR'S name Priya Testcase TRANSFEROR'S TIN ending in 1461 Street address (including apt. no.) 7368 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Testville, IL 94362 1 Date of closing 04/23/2024 2 Gross proceeds 478,461.86 3 Address or legal description (including city, state, and ZIP code) 3850 Harbor View Rd Brookhaven, PA 39377 4 Check here if the transferor received or will receive property or services as part of the consideration 5 Check here if the transferor is a foreign person X 6 Buyer's part of real estate tax 3,220.06",1099 "Form 1099-S Proceeds From Real Estate Transactions For calendar year 2024 OMB No. 1545-0997 Copy B For Transferor FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Summit Land Title Co. 7644 Oak Hollow Ct Maplewood, MN 86596 FILER'S TIN 35-1668726 TRANSFEROR'S name Jordan Brennan TRANSFEROR'S TIN ***-**-7825 2 Gross proceeds 629,437.26 3 Address or legal description (including city, state, and ZIP code) 5525 Willow Bend Way Testville, IL 97264 4 Check here if the transferor received or will receive property or services as part of the consideration 5 Check here if the transferor is a foreign person ☒ 6 Buyer's part of real estate tax $9,257.07 Department of the Treasury - Internal Revenue Service Form 1099-S (keep for your records) www.irs.gov/Form1099S",1099 "Form 1099-S Proceeds From Real Estate Transactions OMB No. 1545-0997 This is important tax information and is being furnished to the IRS. FILER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Cedar Title & Escrow 709 Willow Bend Way Riverton, WI 47308 FILER'S TIN 93-1764963 TRANSFEROR'S name Riley Patel TRANSFEROR'S TIN ***-**-1306 Street address (including apt. no.) 300 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 57235 1 Date of closing 10/27/2023 2 Gross proceeds $589,893.34 3 Address or legal description (including city, state, and ZIP code) 7180 Maple Ridge Dr Cedar Falls, IA 68674 4 Check here if the transferor received or will receive property or services as part of the consideration 5 Check here if the transferor is a foreign person X 6 Buyer's part of real estate tax 5,869.87 Department of the Treasury - Internal Revenue Service Form 1099-S (keep for your records) www.irs.gov/Form1099S",1099 "## Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA | Field |Value | | ---| --- | | From: | Northwind HSA Custodian | | RECIPIENT: | Mateo Romero | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | | 1 Gross dístribution | 4,659.02 |",1099 "VOID CORRECTED 2024 OMB No. 1545-1517 Copy B For Recipient This information is being furnished to the IRS. | Field | Value | | --- | --- | | TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Evergreen Health Savings 9815 Prairie Ave Maplewood, MN 25123 | | PAYER'S TIN | 32-1700781 | | RECIPIENT'S name | Jamie A. Nguyen | | RECIPIENT'S TIN | ****6291 | | Street address (including apt. no.) | 4616 Lakeshore Blvd | | City or town, state or province, country, and ZIP or foreign postal code | Cedar Falls, IA 42060 | | 1 Gross distribution | 9,465.47 | | 2 Earnings on excess cont. | 0.00 | | 3 Distribution code | F | | 4 FMV on date of death | | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | ## Department of the Treasury - Internal Revenue Service",1099 "## VOID CORRECTED Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA 2025 OMB No. 1545-1517 Copy B For Recipient This information is being furnished to the IRS. | Field | Value | | --- | --- | | TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Sample HSA Bank 4805 Prairie Ave Bayside, WA 36965 | | PAYER'S TIN | 72-8826880 | | RECIPIENT'S name | Sofia Castillo | | RECIPIENT'S TIN | ***-**-3906 | | 2 Earnings on excess cont. | | | 3 Distribution code | 1 | | 4 FMV on date of death | | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | ## Department of the Treasury - Internal Revenue Service Form 1099-SA (keep for your records) www.irs.gov/Form1099SA",1099 "Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA ## 2022 ## OMB No. 1545-1517 ## This information is being furnished to the IRS. | Field | Value | | --- | --- | | TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Evergreen Health Savings 8344 Granite St Riverton, WI 80145 | | PAYER'S TIN | 82-8075970 | | RECIPIENT'S name | Jamie Fischer | | RECIPIENT'S TIN | ***-**-0939 | | 1 Gross distribution | $7,573.32 | | 2 Earnings on excess cont. | 0.00 | | 3 Distribution code | A | | 4 FMV on date of death | | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | Department of the Treasury - Internal Revenue Service Form 1099-SA (keep for your records) www.irs.gov/Form1099SA",1099 "Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA 2021 |Field | Value | | --- | --- | | TRUSTEE: | Northwind HSA Custodian | | RECIPIENT: | Riley Brennan | | l Gross distribution | 6,438.94 | | 3 Distribution code | F |",1099 "## OMB No. 1545-1517 This information is being furnished to the IRS. | Field | Value | | --- | --- | | TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Evergreen Health Savings 6548 Maple Ridge Dr Oak Grove, TX 56361 | | PAYER'S TIN | 58-9991939 | | RECIPIENT'S name | Wei Rivera | | RECIPIENT'S TIN | XXX-XX-0776 | | Street address (including apt. no.) | 8388 Cedar Ln | | City or town, state or province, country, and ZIP or foreign postal code | Cedar Falls, IA 43332 | | Account number (see instructions) | ending in 759204 | | 1 Gross distribution | 5,945.09 | | 2 Earnings on excess cont. | | | 3 Distribution code | G | | 4 FMV on date of death | 0.00 | ## Department of the Treasury - Internal Revenue Service",1099 "| Field | Value | | --- | --- | | TRUSTEE: | Sample HSA Bank | | Recipient's namc: |Jamie Moreau | | 3 Dístribution code | F | | 1 Gross distribution | $9,463.91 | | 5 H5A / Archer MSA / MA MSA | HSA ☒ |",1099 "## Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA 2023 | Field | Value | | --- | --- | | TRUSTEE'S name: | Sample HSA Bank | | To: | Fatima Sato | | 1 Gross distribution | $8,410.58 | | 3 Distribution code | A |",1099 "| Field | Value | | --- | --- | | From: | Evergreen Health Savings | | RECIPIENT: | Lena S. Fischer | | 3 Distribution code | 2 | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | | 1 Gross distribution | 5,060.72 | Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA 2023",1099 "☐ CORRECTED For calendar year 2024 OMB No. 1545-1517 | Field | Value | | --- | --- | | TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Evergreen Health Savings 2965 Oak Hollow Ct Oak Grove, TX 92120 | | PAYER'S TIN | 46-1530286 | | RECIPIENT'S name | Lena Larsen | | RECIPIENT'S TIN | XXXXX0533 | | Street address (including apt. no.) | 7734 Lakeshore Blvd | | City or town, state or province, country, and ZIP or foreign postal code | Oak Grove, TX 14481 | | 1 Gross distribution | $6,184.60 | | 2 Earnings on excess cont. | | | 3 Distribution code | 1 | | 4 FMV on date of death | | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | Department of the Treasury - Internal Revenue Service",1099 "VOID CORRECTED ## This information is being furnished to the IRS. | Field | Value | | --- | --- | | TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Evergreen Health Savings 9662 Elm Park Pl Cedar Falls, IA 76540 | | PAYER'S TIN | 40-1569989 | | RECIPIENT'S name | Noah Rivera | | RECIPIENT'S TIN | ***-**-6212 | | Street address (including apt. no.) | 9588 Harbor View Rd | | City or town, state or province, country, and ZIP or foreign postal code | Cedar Falls, IA 49112 | | 1 Gross distribution | 5,648.12 | | 2 Earnings on excess cont. | | | 3 Distribution code | 2 | | 4 FMV on date of death | | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | ## Department of the Treasury - Internal Revenue Service Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA Form 1099-SA (keep for your records) www.irs.gov/Form1099SA",1099 "Form 1099-SA ## Distributions From an HSA, Archer MSA, or Medicare Advantage MSA For calendar year 2025 OMB No. 1545-1517 | Field | Value | | --- | --- | | TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Northwind HSA Custodian 8989 Lakeshore Blvd Fairview, OH 77545 | | PAYER'S TIN | 39-6195305 | | RECIPIENT'S name | Morgan Haddad | | RECIPIENT'S TIN | ending in 0358 | | Street address (including apt. no.) | 3911 Oak Hollow Ct | | City or town, state or province, country, and ZIP or foreign postal code | Testville, IL 43204 | | Account number (see instructions) | XXX-XX-382039 | | 1 Gross distribution | 7,442.22 | | 2 Earnings on excess cont. | | | 3 Distribution code | A | | 4 FMV on date of death | $0.00 | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | Department of the Treasury - Internal Revenue Service Form 1099-SA (keep for your records) www.irs.gov/Form1099SA",1099 "Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA 2022 | Field | Value | | --- | --- | | TRUSTEE: | Sample HSA Bank | | Recipient's name: | Lena J. Haddad | | 5 HSA / Archer MSA / MA MSA | HSA ☒ |",1099 "## Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA 2025 | Field | Value | | --- | --- | | TRUSTEE: | Northwind HSA Custodian | | RECIPIENT: | Mateo Haddad | | 1 Gross distribution | 8,763.83 | | 3 Distribution code | A | | 5 HSA / Archer MSA / MA MSA | HSA ☒ |",1099 "## Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA | Field | Value | | --- | --- | | From: | Evergreen Health Savings | | To: | Olivia Fischer | | 3 Distribution code | G | | 1 Gross distribution | $4,245.79 | | 5 HSA / Archer MSA / MA MSA | HSA ☒ |",1099 "☐ CORRECTED Copy B For Recipient | Field | Value | | --- | --- | | TRUSTEE'S/PAYER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Sample HSA Bank 180 Oak Hollow Ct Testville, IL 21298 | | PAYER'S TIN | 65-3219154 | | RECIPIENT'S name | Jamie Larsen | | RECIPIENT'S TIN | XXX-XX-4869 | | Street address (including apt. no.) | 8265 Elm Park Pl | | City or town, state or province, country, and ZIP or foreign postal code | Brookhaven, PA 26909 | | Account number (see instructions) | XXXXX636641 | | 1 Gross distribution | $6,564.55 | | 2 Earnings on excess cont. | | | 3 Distribution code | G | | 4 FMV on date of death | | | 5 HSA / Archer MSA / MA MSA | HSA ☒ | Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare Advantage MSA",1099 "Form5498 IRA Contribution Information 2021 TRUSTEE: Northstar Sccurities To: Olivia B. Adeyemi 7 IRA / SEP / SIMPLE / Roth IRA SEP ☒ 10 Roth IRA contributions 8,283.95",5498 "Form 5498 IRA Contribution Information For calendar year 2021 OMB No. 1545-0747 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Ironwood Wealth Partners 9604 Prairie Ave Brookhaven, PA 26024 TRUSTEE'S or ISSUER'S TIN 48-5807863 PARTICIPANT'S name Sofia Kowalski PARTICIPANT'S TIN ****7533 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) 396.96 2 Rollover contributions 3 Roth IRA conversion amount 5 Fair market value of account 275,414.52 7 IRA / SEP / SIMPLE / Roth IRA Roth IRA ☒ 10 Roth IRA contributions $5,623.10",5498 "Form 5498 IRA Contribution Information For calendar year 2025 OMB No. 1545-0747 This information is being furnished to the IRS. TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Ironwood Wealth Partners 9184 Elm Park Pl Riverton, WI 25752 TRUSTEE'S or ISSUER'S TIN 20-1296048 PARTICIPANT'S name Priya B. Haddad PARTICIPANT'S TIN XXXXX4984 Account number (see instructions) XXX-XX-062084 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) 7,580.20 2 Rollover contributions $0.00 3 Roth IRA conversion amount 5 Fair market value of account 640,107.13 7 IRA / SEP / SIMPLE / Roth IRA IRA ☒ 10 Roth IRA contributions 1,869.06 11 Check if RMD for next year ☐ Department of the Treasury - Internal Revenue Service Form 5498 (keep for your records) www.irs.gov/Form5498",5498 "Form 5498 IRA Contribution Information For calendar year 2025 OMB No. 1545-0747 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Ironwood Wealth Partners 7259 Oak Hollow Ct Bayside, WA 47108 TRUSTEE'S or ISSUER'S TIN 73-5604449 PARTICIPANT'S name Morgan Lindqvist PARTICIPANT'S TIN XXXXX4558 Street address (including apt. no.) 4112 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 55405 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) $1,107.71 3 Roth IRA conversion amount 5 Fair market value of account $146,553.55 7 IRA / SEP / SIMPLE / Roth IRA Roth IRA ☒ 11 Check if RMD for next year Department of the Treasury - Internal Revenue Service Form 5498 (keep for your records) www.irs.gov/Form5498",5498 "☐ CORRECTED Form 5498 IRA Contribution Information 2022 OMB No. 1545-0747 Copy B For Participant TRUSTEE'Sor ISSUER'S name, street address, city or town, state or province, country,and ZIP or foreign postal code Evergreen Brokerage Services 6374 Sample Street Maplewood, MN 80287 TRUSTEE'S or ISSUER'S TIN 46-2273483 PARTICIPANT'S name Hiro Moreau PARTICIPANT'S TIN XXX-XX-7880 Street address (induding apt. no.) 3174 Wi1low Bend Way City or town, state or provincc, country, and ZIP or foreígn postal code Bayside, WA 39637 Account number (see ínstructions) XXX-XX-4845O8 1 IRA contributions (other than amounts in boxes 2–4, 8–10,13a, 14a, and 15a) 7,458.43 7 IRA / 5EP / SIMPLE / Roth IRA Roth IRA ☒ 11 Chcck if RMD for next year [X] Department of the Treasury - Intemal Revenue Service Form 5498 (keep for your records) www.írs.gov/Form5498",5498 "For calendar year 2025 OMB No. 1545-0747 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Ironwood Wealth Partners 6772 Granite St Pinecrest, GA 96473 TRUSTEE'S or ISSUER'S TIN 28-3270044 PARTICIPANT'S name Jordan Larsen PARTICIPANT'S TIN XXXXX7705 2 Rollover contributions 0.00 3 Roth IRA conversion amount 5 Fair market value of account 592,942.78 7 IRA / SEP / SIMPLE / Roth IRA IRA ☒ 10 Roth IRA contributions $4,123.61 11 Check if RMD for next year",5498 "☐ CORRECTED Form 5498 IRA Contribution Information For calendar year 2026 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S or ISSUER'Sname, street address, city or town, state or provínce, country, and ZIP or foreign posta1 code Ironwood Wca1th Partners4867 Maple Ridge Dr Pinecrest, GA 75348 TRUSTEE'S or ISSUER'S TIN 42-7969012 PARTICIPANT'5 name Morgan Rivera PARTICIPANT'S TIN ****1307 Street address (induding apt. no.) 1316 Cedar Ln City or town, state or province, country, and ZIPor foreign posta1 code Maplewood, MN 59497 Account number (see instructions) XXX-XX-8O2977 1 IRA contributions (othcr than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) 397.71 2 Rollover contributions $0.00 3 Roth IRA conversion amount 5 Fair market valueof account l80,603.31 7 IRA / SEP / SIMPLE / Roth IRA IRA ☒ 10 Roth IRA contributions 227.50 11 Check if RMD for next year",5498 "Form 5498 IRA Contribution Information 2024 0MB No. 1545-0747 Copy B For Participant This information is being fumished to theIRS. TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Clearwater Investing 5748 CedarLn Cedar Falls, IA 72552 TRU5TEE'S or ISSUER'S TIN 5O-3668378 PARTICIPANT'S name Sofia Brennan PARTICIPANT'S TIN XXXXX9l41 Account number (see instructions) ***-**-842438 1IRA contributions (other than amounts ín boxes 2–4, 8–10, 13a, 14a, and 15a) 1,533.80 2 Rollover contributions 3 Roth IRA conversion amount 5 Fair market va1ue ofaccount $288,543.74 7 IRA / SEP / SIMPLE / Roth IRA IRA ☒ 10 Roth IRA contributions 7,151.95 11 Check if RMD for next ycar [X] Department of the Treasury - Intemal Revenue Service Form 5498 (keep for your records) www.irs.gov/Form5498",5498 "From: Summit Investments RECIPIENT: 0livia Rivera 1 IRA contributions(other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) 7,800.28 7 IRA / 5EP / SIMPLE / Roth IRA SEP ☒ Form 5498 IRA Contribution Information",5498 "Form 5498 IRA Contribution Information For calendar year 2023 OMB No. 1545-0747 This information is being furnished to the IRS. TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Evergreen Brokerage Services 7220 Granite St Pinecrest, GA 49131 TRUSTEE'S or ISSUER'S TIN 60-1734902 PARTICIPANT'S name Morgan Moreau PARTICIPANT'S TIN XXXXX0500 Street address (including apt. no.) 4369 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 74529 Account number (see instructions) XXXXX858359 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) 5,604.17 2 Rollover contributions 3 Roth IRA conversion amount 5 Fair market value of account $106,086.00 10 Roth IRA contributions 3,979.51 11 Check if RMD for next year [X]",5498 "Form 5498 IRA Contribution Information 2022 OMB No. 1545-0747 TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Summit Investments 2651 Prairie Ave Testville, IL 49777 TRUSTEE'S or ISSUER'S TIN 34-8451877 PARTICIPANT'S name Sofia M. Haddad PARTICIPANT'S TIN XXXXX4586 Street address (including apt. no.) 4437 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 69790 Account number (see instructions) XXXXX708010 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) $2,191.44 2 Rollover contributions 3 Roth IRA conversion amount 0.00 7 IRA / SEP / SIMPLE / Roth IRA IRA ☒ 10 Roth IRA contributions 6,086.60 11 Check if RMD for next year X Department of the Treasury - Internal Revenue Service Form 5498 (keep for your records) www.irs.gov/Form5498",5498 "Form 5498 IRA Contribution Information TRUSTEE: Northstar Securities RECIPIENT: Hiro Walsh 7 IRA / SEP / SIMPLE / Roth IRA IRA ☒ 11 Check if RMD for next year ☐",5498 "Form 5498 IRAContribution Information From: Evergreen Brokerage Services RECIPIENT: Diego Rivera 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) $767.55 11 Check if RMD for next year ☐ 5 Fair market value of account 334,400.58",5498 "CORRECTED (if checked) Form 5498 IRA Contribution Information 2024 OMB No. 1545-0747 This information is being furnished to the IRS. TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Northstar Securities 201 Elm Park Pl Fairview, OH 34437 TRUSTEE'S or ISSUER'S TIN 41-4117432 PARTICIPANT'S name Casey Okafor PARTICIPANT'S TIN ending in 5153 Street address (including apt. no.) 4349 Granite St City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 39238 Account number (see instructions) XXXXX343450 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) 2,928.00 2 Rollover contributions 3 Roth IRA conversion amount 5 Fair market value of account $162,817.74 7 IRA / SEP / SIMPLE / Roth IRA SEP ☒ 10 Roth IRA contributions 1,250.85 11 Check if RMD for next year [X] Department of the Treasury - Internal Revenue Service Form 5498 (keep for your records) www.irs.gov/Form5498",5498 "VOID CORRECTED Form 5498 IRA Contribution Information 2023 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Evergreen Brokerage Services 2422 Prairie Ave Cedar Falls, IA 76536 TRUSTEE'S or ISSUER'S TIN 22-4370072 PARTICIPANT'S name Taylor D. Fischer PARTICIPANT'S TIN ending in 9476 Street address (including apt. no.) 3972 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 83868 Account number (see instructions) ****118883 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) $4,926.14 2 Rollover contributions 7 IRA / SEP / SIMPLE / Roth IRA IRA ☒ 10 Roth IRA contributions $5,470.00 11 Check if RMD for next year [X] Department of the Treasury - Internal Revenue Service Form 5498 (keep for your records) www.irs.gov/Form5498",5498 "☐ CORRECTED Form 5498 IRA Contribution Information 2021 TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Summit Investments 3847 Cedar Ln Cedar Falls, IA 56209 TRUSTEE'S or ISSUER'S TIN 88-1688984 PARTICIPANT'S name Lena Castillo PARTICIPANT'S TIN ***-**-4966 Street address (including apt. no.) 294 Sample Street City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 20062 Account number (see instructions) ***-**-909391 1 IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a, and 15a) 1,296.29 2 Rollover contributions 3 Roth IRA conversion amount 5 Fair market value of account $501,167.38 7 IRA / SEP / SIMPLE / Roth IRA Roth IRA ☒ 10 Roth IRA contributions 4,060.37 11 Check if RMD for next year X",5498 "CORRECTED (if checked) For calendar year 2023 OMB No. 1545-1815 TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Evergreen Brokerage Services 1583 Lakeshore Blvd Lakewood, CO 47872 TRUSTEE'S TIN 67-7371518 BENEFICIARY'S name Noah Haddad BENEFICIARY'S TIN ending in 7876 Street address (including apt. no.) 3700 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Testville, IL 47659 2 Rollover contributions $0.00 Form 5498-ESA Coverdell ESA Contribution Information",5498 "Form 5498-ESA Coverdell ESA Contribution Information OMB No. 1545-1815 Copy B For Beneficiary TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Northstar Securities 4843 Oak Hollow Ct Testville, IL 38286 TRUSTEE'S TIN 47-7538213 BENEFICIARY'S name Priya E. Rivera BENEFICIARY'S TIN XXX-XX-8877 Street address (including apt. no.) 4163 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 68810 1 Coverdell ESA contributions 23.33 2 Rollover contributions",5498 "CORRECTED (if checked) Form 5498-ESA Coverdell ESA Contribution Information For calendar year 2026 This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Northstar Securities 7996 Maple Ridge Dr Oak Grove, TX 90024 TRUSTEE'S TIN 63-1462623 BENEFICIARY'S name Kwame L. Patel BENEFICIARY'S TIN XXX-XX-6608 Account number (see instructions) XXXXX263223 2 Rollover contributions $0.00",5498 "CORRECTED (if checked) Form 5498-ESA Coverdell ESA Contribution Information For calendar year 2023 Copy B For Beneficiary TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Evergreen Brokerage Services 9027 Willow Bend Way Bayside, WA 53509 TRUSTEE'S TIN 67-2400821 BENEFICIARY'S name Priya K. Walsh BENEFICIARY'S TIN ***-**-7608 Street address (including apt. no.) 5396 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 89801 1 Coverdell ESA contributions 2,388.72 2 Rollover contributions 0.00 Department of the Treasury - Internal Revenue Service Form 5498-ESA (keep for your records) www.irs.gov/Form5498ESA",5498 "☐ CORRECTED For calendar year 2026 OMB No. 1545-1815 Copy B For Beneficiary TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Ironwood Wealth Partners 2883 Oak Hollow Ct Fairview, OH 92802 TRUSTEE'S TIN 81-2469735 BENEFICIARY'S name Riley B. Tanaka BENEFICIARY'S TIN XXXXX5526 Street address (including apt. no.) 805 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 49326 1 Coverdell ESA contributions 4,009.10 2 Rollover contributions Department of the Treasury - Internal Revenue Service",5498 "☐ CORRECTED Form 5498-ESA Coverdell ESA Contribution Information 2024 OMB No. 1545-1815 Copy B For Beneficiary TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Evergreen Brokerage Services 6169 Willow Bend Way Riverton, WI 97449 TRUSTEE'S TIN 14-4899509 BENEFICIARY'S name Sofia Romero BENEFICIARY'S TIN ending in 4713 Street address (including apt. no.) 1270 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 24184 Account number (see instructions) XXXXX434242 1 Coverdell ESA contributions $4,143.19 2 Rollover contributions $0.00 Department of the Treasury - Internal Revenue Service Form 5498-ESA (keep for your records) www.irs.gov/Form5498ESA",5498 "Form 5498-ESA Coverdell ESA Contribution Information 2024 OMB No. 1545-1815 Copy B For Beneficiary This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Evergreen Brokerage Services 5771 Sample Street Brookhaven, PA 16305 TRUSTEE'S TIN 50-3498503 BENEFICIARY'S name Noah D. Fischer BENEFICIARY'S TIN XXXXX2321 Street address (including apt. no.) 6972 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 48149 1 Coverdell ESA contributions 3,658.21 Department of the Treasury - Internal Revenue Service Form 5498-ESA (keep for your records) www.irs.gov/Form5498ESA",5498 "☐ CORRECTED 2026 OMB No. 1545-1815 Copy B For Beneficiary This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Summit Investments 2900 Cedar Ln Fairview, OH 21563 TRUSTEE'S TIN 72-5319488 BENEFICIARY'S name Taylor Romero BENEFICIARY'S TIN XXXXX3464 1 Coverdell ESA contributions $6,090.41 2 Rollover contributions $0.00 Department of the Treasury - Internal Revenue Service",5498 "Form 5498-ESA Coverdell ESA Contribution Information 2023 OMB No. 1545-1815 Copy B For Beneficiary This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Ironwood Wealth Partners 2283 Granite St Maplewood, MN 11708 TRUSTEE'S TIN 49-4758391 BENEFICIARY'S name Riley A. Testcase BENEFICIARY'S TIN ending in 8573 1 Coverdell ESA contributions $6,520.62 2 Rollover contributions Department of the Treasury - Internal Revenue Service Form 5498-ESA (keep for your records) www.irs.gov/Form5498ESA",5498 "TRUSTEE: Ironwood Wealth Partners Recipient's name: Fatima Haddad 1 Coverdell ESA contributions $5,815.86 Form 5498-ESA Coverdell ESA Contribution Information 2021",5498 "From: Summit Investments RECIPIENT: Noah D. Walsh 1 Coverdell ESA contributions 3,757.12",5498 "VOID CORRECTED Form 5498-ESA CoverdellE5A Contribution Information 2021 OMB No. 1545-1815 Copy B For Beneficiary TRU5TEE'S name, street address, city or town, state or province, country, and ZIPor foreign postal code SummitInvestments 9484 Cedar Ln Fairview, OH 65113 TRUSTEE'S TIN 20-8889884 BENEFICIARY'S name Priya Nguyen BENEFICIARY'S TIN XXXXX7693 Street address (including apt. no.) 3925 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 8345l Account number (see instructions) ending in 534175 1 Coverdell ESA contributions S433.88 2 Rollover contributions0.OO Department of the Treasury - Intemal Revenue Service Form 5498-ESA (keep for your records) www.irs.gov/Form5498E5A",5498 "Form 5498-ESA Coverdell ESA Contribution Information For calendar year 2025 OMB No. 1545-1815 Copy B For Beneficiary This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Evergreen Brokerage Services 6489 Lakeshore Blvd Oak Grove, TX 23240 TRUSTEE'S TIN 93-2311705 BENEFICIARY'S name Jordan Rivera BENEFICIARY'S TIN ***-**-2423 Account number (see instructions) XXX-XX-531119 1 Coverdell ESA contributions 7,790.91 2 Rollover contributions",5498 "VOID CORRECTED For calendar year 2026 OMB No. 1545-1815 Copy B For Beneficiary TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Northstar Securities 757 Lakeshore Blvd Oak Grove, TX 47763 TRUSTEE'S TIN 27-2132297 BENEFICIARY'S name Mateo Nguyen BENEFICIARY'S TIN ***-**-3281 Account number (see instructions) ***-**-968122 1 Coverdell ESA contributions $6,681.01 2 Rollover contributions 0.00 Form 5498-ESA Coverdell ESA Contribution Information",5498 "For calendar year 2023 OMB No. 1545-1815 Copy B For Beneficiary TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code Evergreen Brokerage Services 5875 Elm Park Pl Pinecrest, GA 24007 TRUSTEE'S TIN 41-2279623 BENEFICIARY'S name Jordan Moreau BENEFICIARY'S TIN ending in 8851 1 Coverdell ESA contributions 7,532.79 2 Rollover contributions Department of the Treasury - Internal Revenue Service",5498 "Form 5498-ESA Coverde1l ESA Contribution Information From: SummitInvestments RECIPIENT: Jamie D. Rivera 1 Coverdell ESA contributions S2,586.74",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information 2022 OMB No. 1545-1518 TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN 2 Total contributions made in the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Evergreen Health Savings 9626 Cedar Ln Bayside, WA 95084 91-2702224 Lena Fischer ***-**-2833 4,082.88 $0.00 92,607.54 HSA ☒ Department of the Treasury - Internal Revenue Service Form 5498-SA (keep for your records) www.irs.gov/Form5498SA",5498 "2021 OMB No. 1545-1518 Copy B For Participant TRUSTEE'S namc, street address, city or town, state or province, country, and ZIP or foreign postal code TRU5TEE'STIN PARTICIPANT'S name PARTICIPANT'S TIN 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MAMSA 6 HSA / Archer MSA / MA MSA Evergreen Health Savings 7059 Oak Hollow Ct Brookhaven, PA 69O79 38-7910666 Noah Patel ***-**-9162 S0.00 4,982.26 $71,052.17 HSA ☒ Department of theTreasury - Intemal Revenue 5ervice",5498 "CORRECTED (if checked) 2022 OMB No. 1545-1518 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Account number (see instructions) 1 Employee or self-employed person's Archer MSA contributions 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Sample HSA Bank 1109 Lakeshore Blvd Fairview, OH 84390 53-2320092 Jamie A. Walsh ending in 3459 XXXXX330036 28,105.78 HSA ☒ Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information 2022 OMB No. 1545-1518 TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Sample HSA Bank 5204 Sample Street Testville, IL 10255 68-1298245 Diego Fischer ending in 1224 381 Harbor View Rd Pinecrest, GA 90555 7,126.99 0.00 71,537.10 HSA ☒ Department of the Treasury - Internal Revenue Service Form 5498-SA (keep for your records) www.irs.gov/Form5498SA",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information For calendar year 2024 OMB No. 1545-1518 Copy B For Participant TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Evergreen Health Savings 802 Willow Bend Way Riverton, WI 66415 73-5358684 Avery M. Okafor XXXXX0135 6313 Sample Street Pinecrest, GA 81838 0.00 $6,037.75 117,204.88 HSA ☒",5498 "2025 OMB No. 1545-1518 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Employee or self-employed person's Archer MSA contributions 3 Total HSA or Archer MSA contributions made in the following year for the tax year 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Evergreen Health Savings 5735 Sample Street Brookhaven, PA 73028 72-7875840 Jordan S. Kowalski XXX-XX-9883 6562 Granite St Pinecrest, GA 96493 XXXXX496304 0.00 $101,889.29 HSA ☒ Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information For calendar year 2024 OMB No. 1545-1518 TRUSTEE'S namc, street address, city or town, state or province, country, and ZIP or foreign posta1 code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (inc1uding apt. no.) City or town, statc or province, country, and ZIPor foreign posta1 code Accountnumber (see instructions) 2 Total contributions made in the tax year 3 Total HSA or ArcherMSA contributions made in the following year for the tax year 5 Fair market value ofHSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Evergreen Health Savings 8530 Granite St Fairview, OH 93557 38-3249956 Taylor K. Moreau XXX-XX-9725 2574 Harbor Víew Rd Pinecrest, GA 7255O XXXXX7928l5 7,722.37 0.00 121,502.46 H5A ☒",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information For calendar year 2024 OMB No. 1545-1518 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 6 HSA / Archer MSA / MA MSA Northwind HSA Custodian 4866 Granite St Brookhaven, PA 12001 96-3496960 Casey Testcase XXX-XX-0122 6879 Oak Hollow Ct Fairview, OH 84618 0.00 84.19 HSA ☒ Department of the Treasury - Internal Revenue Service Form 5498-SA (keep for your records) www.irs.gov/Form5498SA",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information 2026 OMB No. 1545-1518 This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Evergreen Health Savings 6748 Sample Street Brookhaven, PA 92290 10-2298001 Hiro R. Larsen XXXXX5043 790 Willow Bend Way Cedar Falls, IA 44175 $5,763.91 0.00 35,450.30 HSA ☒ Department of the Treasury - Internal Revenue Service Form 5498-SA (keep for your records) www.irs.gov/Form5498SA",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information From: RECIPIENT: 2 Total contributions made in the tax year 6 HSA / Archer MSA / MA MSA 5 Fair market value of HSA, Archer MSA, or MA MSA Sample HSA Bank Diego K. Brennan 8,720.57 HSA ☒ $130,705.63",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information For calendar year 2022 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Evergreen Health Savings 9701 Willow Bend Way Cedar Falls, IA 19098 72-4449737 Amara A. Lindqvist XXXXX0951 1991 Prairie Ave Fairview, OH 90003 2,501.97 $98,029.92 HSA ☒ Department of the Treasury - Internal Revenue Service Form 5498-SA (keep for your records) www.irs.gov/Form5498SA",5498 "CORRECTED (if checked) Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information For calendar year 2025 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Evergreen Health Savings 7569 Oak Hollow Ct Bayside, WA 48475 65-9048660 Olivia Nguyen ****4827 58 Prairie Ave Maplewood, MN 18070 $0.00 $6,911.01 $130,604.48 HSA ☒",5498 "CORRECTED (if checked) 2021 OMB No. 1545-1518 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Account number (see instructions) 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Northwind HSA Custodian 1568 Maple Ridge Dr Pinecrest, GA 32873 93-6207020 Wei L. Fischer ending in 5866 XXXXX480176 8,747.25 $52,013.25 HSA ☒ Department of the Treasury - Internal Revenue Service",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information 2023 OMB No. 1545-1518 TRUSTEE'S name, streetaddress, city or town, stateorprovince, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (inc1uding apt. no.) City or town, stateor province, country, and ZIP or foreign postal code Account number (see instructions) 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 4 Rollover contributions 6 H5A / Archer M5A / MA MSA Sample HSA Bank 8531 Sample Street Oak Grove, TX 38377 64-3406l50 Mateo Tanaka ***-**-6602 9676 Sample Street Cedar Falls, IA 96827 ***-**-446775 S4,931.63 HSA ☒ Department of the Treasury - Intemal Revenue Servíce Form 5498-SA (keep for your records) www.irs.gov/Form5498SA",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information For calendar year 2025 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Northwind HSA Custodian 2177 Granite St Fairview, OH 33633 27-2717987 Priya K. Haddad XXXXX8444 4389 Oak Hollow Ct Oak Grove, TX 19787 4,075.91 $0.00 38,805.59 HSA ☒ Department of the Treasury - Internal Revenue Service Form 5498-SA (keep for your records) www.irs.gov/Form5498SA",5498 "Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information 2022 OMB No. 1545-1518 Copy B For Participant This information is being furnished to the IRS. TRUSTEE'S name, street address, city or town, state or province, country, and ZIP or foreign postal code TRUSTEE'S TIN PARTICIPANT'S name PARTICIPANT'S TIN Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Employee or self-employed person's Archer MSA contributions 2 Total contributions made in the tax year 3 Total HSA or Archer MSA contributions made in the following year for the tax year 4 Rollover contributions 5 Fair market value of HSA, Archer MSA, or MA MSA 6 HSA / Archer MSA / MA MSA Sample HSA Bank 8974 Harbor View Rd Bayside, WA 79919 85-3078350 Fatima Okafor ending in 1591 6177 Prairie Ave Oak Grove, TX 92499 XXX-XX-388868 0.00 2,598.41 $131,277.45 HSA ☒ Department of the Treasury - Internal Revenue Service Form 5498-SA (keep for your records) www.irs.gov/Form5498SA",5498 "CORRECTED (if checked) For calendar year 2023 OMB No. 1545-0074 Department of the Treasury Internal Revenue Service Name(s) shown on your income tax return: St. Brendan Parish 8709 Harbor View Rd Brookhaven, PA 91727 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 54-5876304 Identifying number: Jamie Rivera (a) Name and address of the donee organization: XXXXX7233 Street address (including apt. no.): 4646 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code: Riverton, WI 22803 (c) Description and condition of donated property: Household furniture, good condition (d) Date of the contribution: August 15, 2022 (e) Date acquired by donor (mo., yr.): 2022-11-27 (f) How acquired by donor: Gift (h) Fair market value (see instructions): $5,024.04 (i) Method used to determine the fair market value: Appraisal",8283 "Form 8283 Noncash Charitable Contributions Name(s) shown on your income tax return:: St. Brendan Parish Recipient's name:: Hiro Kowalski (e) Date acquired by donor (mo., yr.): 02/26/2025 (c) Description and condition of donated property: Household furniture, good condition (f) How acquired by donor: Purchase (g) Donor's cost or adjusted basis: $9,270.71",8283 "Form 8283 Noncash Charitable Contributions OMB No. 1545-0074 Attach one or more Forms 8283 to your tax return if you claimed a total deduction of over $500 for all contributed property. Department of the Treasury Internal Revenue Service Name(s) shown on your income tax return: Riverbend Public Library Foundation 4199 Cedar Ln Oak Grove, TX 18319 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 23-7682515 Identifying number: Avery Okafor (a) Name and address of the donee organization: ****1731 Street address (including apt. no.): 782 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code: Maplewood, MN 39135 (c) Description and condition of donated property: Laptop computer, fair (d) Date of the contribution: May 3, 2022 (e) Date acquired by donor (mo., yr.): 1/22/21 (f) How acquired by donor: Purchase (h) Fair market value (see instructions): 1,191.04 (i) Method used to determine the fair market value: Comparable sales",8283 "Form 8283 Noncash Charitable Contributions 2025 Name(s) shown on your income taxreturn:: 5amp1e Community Food Bank To:: Morgan Patel (i) Method used to determine the fair market value: Thrift shop value",8283 "Form 8283 Noncash Charitable Contributions 2025 Name(s) shown on your income tax return: Greenway Animal Rescue 6120 Granite St Pinecrest, GA 94150 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 93-7779356 Identifying number: Kwame Tanaka (a) Name and address of the donee organization: ending in 0729 Street address (including apt. no.): 1161 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code: Fairview, OH 63018 Account number (see instructions): XXXXX747083 (b) If donated property is a vehicle (see instructions), check the box. Also enter the vehicle identification number: (c) Description and condition of donated property: Clothing, 6 bags, good used (e) Date acquired by donor (mo., yr.): 5/10/22 (f) How acquired by donor: Inheritance (g) Donor's cost or adjusted basis: $2,713.37 (h) Fair market value (see instructions): $1,103.06 (i) Method used to determine the fair market value: Appraisal",8283 "From:: Hope Harbor Shelter RECIPIENT:: Fatima L. Sato (i) Method used todetermine the fair market value: Thrift shop value",8283 "Form 8283 Noncash Charitable Contributions For calendar year 2021 OMB No. 1545-0074 Attach one or more Forms 8283 to your tax return if you claimed a total deduction of over $500 for all contributed property. Department of the Treasury Internal Revenue Service Name(s) shown on your income tax return: Riverbend Public Library Foundation 8356 Cedar Ln Brookhaven, PA 70336 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 38-2833368 Identifying number: Kwame L. Romero (a) Name and address of the donee organization: XXX-XX-4629 (b) If donated property is a vehicle (see instructions), check the box. Also enter the vehicle identification number: (d) Date of the contribution: 11/17/2021 (e) Date acquired by donor (mo., yr.): 02/28/2018 (f) How acquired by donor: Gift (g) Donor's cost or adjusted basis: 2,924.16 (h) Fair market value (see instructions): 4,929.24 Department of the Treasury - Internal Revenue Service Form 8283 (keep for your records) www.irs.gov/Form8283",8283 "OMB No. 1545-0074 Department of the Treasury Internal Revenue Service Name(s) shown on your income tax return: St. Brendan Parish 4115 Elm Park Pl Fairview, OH 74673 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 58-8215553 Identifying number: Mateo Castillo (a) Name and address of the donee organization: XXXXX3547 Street address (including apt. no.): 2518 Willow Bend Way City or town, state or province, country, and ZIP or foreign postal code: Maplewood, MN 33732 (c) Description and condition of donated property: Clothing, 6 bags, good used (d) Date of the contribution: 11/10/23 (e) Date acquired by donor (mo., yr.): 12/14/21 (f) How acquired by donor: Purchase (g) Donor's cost or adjusted basis: 2,884.19 (h) Fair market value (see instructions): $9,274.00 (i) Method used to determine the fair market value: Appraisal Form 8283 Noncash Charitable Contributions",8283 "Form 8283 Noncash Charitable Contributions For calendar year 2021 OMB No. 1545-0074 Attach one or more Forms 8283 to your tax return if you claimed a total deduction of over $500 for all contributed property. Department of the Treasury Internal Revenue Service Name(s) shown on your income tax return: Sample Community Food Bank 4049 Granite St Brookhaven, PA 92031 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 86-3423217 Identifying number: Sofia Okafor (a) Name and address of the donee organization: ending in 5472 Street address (including apt. no.): 416 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code: Brookhaven, PA 73358 Account number (see instructions): ****480053 (b) If donated property is a vehicle (see instructions), check the box. Also enter the vehicle identification number: (c) Description and condition of donated property: Clothing, 6 bags, good used (d) Date of the contribution: October 21, 2021 (f) How acquired by donor: Gift (h) Fair market value (see instructions): 2,991.85",8283 "CORRECTED (if checked) Form 8283 Noncash Charitable Contributions OMBNo. l545-0074 Attachonc or more Forms 8283 to your tax return if you claimed a total deduction of over $500 for all contributed property. Name(s) shown on your income tax return: GreenwayAníma1 Rescue 9886 Prairie Ave Cedar Falls, IA 75750 5cction A. Donated Property of $5,O00 or Less and Publicly Traded 5ecurities: 95-3530206 Identifying number: Priya L. Larsen (a) Name and address of the donee organization: XXXXX1735 5treet address (including apt.no.): 1719 Harbor View Rd City or town, state or province, country, and ZIP or foreign postalcode: Lakewood, CO 75462 Account number (see instructions): ***-**-031858 (b) If donated property is a vehícle (see instructions), check the box. Also enter the vehícle identification number: (d) Date of the contribution: 03/21/2024 (g) Donor's cost or adjusted basis: $2,709.15 (h) Fair market value (see instructions): 8,144.94 (i) Method used to determine the fair market value: Thrift shop value Department of the Treasury - Intcmal RevenueService Form 8283 (keep for your records) www.irs.gov/Form8283",8283 "Form 8283 Noncash Charitable Contributions 2026 Department of the Treasury Internal Revenue Service Name(s) shown on your income tax return: Greenway Animal Rescue 9077 Granite St Brookhaven, PA 93975 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 31-1612771 Identifying number: Amara Brennan (a) Name and address of the donee organization: ****1341 Street address (including apt. no.): 914 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Fairview, OH 47402 (b) If donated property is a vehicle (see instructions), check the box. Also enter the vehicle identification number: (d) Date of the contribution: April 28, 2023 (g) Donor's cost or adjusted basis: $5,634.28 (h) Fair market value (see instructions): $6,564.88 (i) Method used to determine the fair market value: Comparable sales",8283 "2026 OMB No. 1545-0074 Attach one or more Forms 8283 to your tax retum if you claimed a total deduction of over $500 for all contributed property. Name(s) shown on your íncome tax return: Riverbend Public Library Foundation 9888 Cedar Ln Testville, IL 50440 Section A. Donated Property of $5,000 or Less and Pub1ídy Traded Securities: 45-7892747 Identifying number: Wei Larsen (a) Name andaddress ofthe donee organization: XXX-XX-3868 (b) If donated property is a vehic1e (see instructíons), check the box. Also enter the vehicle identification number: (c) Dcscription and condition of donatedproperty: Household furniture, good condition (d) Date of the contribution: l0/22/25 (e) Date acquired by donor (mo., yr.): 3/8/26 (f)How acquired by donor: Gift (g) Donor's cost or adjusted basís: 6,675.25 (h) Fair market value (see instructions): 7,99O.16 (í) Mcthod used to determine the fair market value: Comparable sales Department of the Treasury - InternalRevenue 5ervice Form 8283 Noncash Charitable Contributions Form 8283 (keep for your records) www.irs.gov/Form8283",8283 "Form 8283 Noncash Charitable Contributions Name(s) shown on your income tax return:: Sample Community Food Bank RECIPIENT:: Morgan Brennan (h) Fair market value (see instructions): $9,385.45 (c) Description and condition of donated property: Household furniture, good condition (d) Date of the contribution: December 22, 2025 (e) Date acquired by donor (mo., yr.): 05/25/2024",8283 "Form 8283 Noncash Charitable Contributions For calendar year 2024 OMB No. 1545-0074 Attach one or more Forms 8283 to your tax return if you claimed a total deduction of over $500 for all contributed property. Name(s) shown on your income tax retum: 5ample Community Food Bank 9075 Prairic Ave Brookhaven, PA 17781 5ection A. Donated Property of $5,000 or Less and Publidy Traded 5ecurities: 28-7298187 Identifying number: Hiro Sato (a) Name and address of the doneeorganization: XXXXX9056 Street address (including apt. no.): 6135 Maple Ridge Dr City or town, state or provincc, country, and ZIP or foreign postal code: Bayside, WA l6546 (b) If donated property is a vchicle (see instructions),check the box. Also enter the vehicle identification number: (c) Description and condition of donated property: Clothing, 6 bags,good used (d) Date of the contribution: 3/20/21 (g) Donor's cost or adjusted basís: $5,689.00 (h) Fair market value (see instructions): 7,732.91 (i) Method used to determinethe fair market value: Thriftshop value Department of the Treasury - Intemal Revenue 5ervice Form8283 (keep for your records) www.irs.gov/Form8283",8283 "Form 8283 Noncash Charitable Contributions OMB No. 1545-0074 Attach one or more Forms 8283 to your tax return if you claimed a total deduction of over $500 for all contributed property. Name(s) shown on your income tax return: Riverbend Public Library Foundation 2995 Elm Park Pl Pinecrest, GA 43929 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 58-8665374 Identifying number: Jordan M. Castillo (a) Name and address of the donee organization: ***-**-7436 Street address (including apt. no.): 3270 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Pinecrest, GA 44000 (b) If donated property is a vehicle (see instructions), check the box. Also enter the vehicle identification number: (c) Description and condition of donated property: Clothing, 6 bags, good used (d) Date of the contribution: 06/05/2024 (e) Date acquired by donor (mo., yr.): 2024-03-08 (g) Donor's cost or adjusted basis: $6,600.36 (h) Fair market value (see instructions): $7,740.43 (i) Method used to determine the fair market value: Comparable sales",8283 "Form 8283 Noncash Charitable Contributions 2023 OMB No. 1545-0074 Department of the Treasury Internal Revenue Service Name(s) shown on your income tax return: Hope Harbor Shelter 4420 Willow Bend Way Bayside, WA 13483 Section A. Donated Property of $5,000 or Less and Publicly Traded Securities: 33-4446398 Identifying number: Sofia Romero (a) Name and address of the donee organization: XXX-XX-9969 Street address (including apt. no.): 8396 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code: Maplewood, MN 79338 (b) If donated property is a vehicle (see instructions), check the box. Also enter the vehicle identification number: (c) Description and condition of donated property: Laptop computer, fair (d) Date of the contribution: 3/20/22 (e) Date acquired by donor (mo., yr.): September 27, 2023 (f) How acquired by donor: Purchase (g) Donor's cost or adjusted basis: 4,149.78 (h) Fair market value (see instructions): $7,558.97 (i) Method used to determine the fair market value: Comparable sales",8283 "CORRECTED (if checked) Form 8949 Sales and Other Dispositions of Capita1 Assets 2022 Attach to your Schedu1e D to list your transactions for lines 1b, 2, 3, 8b,9, and 10 of Schedule D. Name(s) shown on return WeiTestcase Social security number or taxpayer identification number 5911 Granite 5t Brookhaven, PA 82642 Part I5hort-Term. ending in 422O Part II Long-Term. (a) Description of property VOO (b) Date acquired 10/13/2021 (c) Date sold or disposed of 04/12/2022 (d) Proceeds (sales price) 96,648.72 (h) Gainor (loss) 10,601.12 Department of the Treasury - Interna1 Revenue Servíce Form 8949 (keep for your rccords) www.irs.gov/Form8949",8949 "Form 8949 Sales and Other Dispositions of Capital Assets Name: Lena J. Tanaka (h) Gainor (loss) 21,267.95",8949 "Form 8949 Sales and Other Dispositions of Capital Assets 2022 OMB No. 1545-0074 Name(s) shown on return Sofia Larsen Social security number or taxpayer identification number 8025 Willow Bend Way Oak Grove, TX 49066 Part I Short-Term. XXX-XX-6903 Part II Long-Term. (a) Description of property FXAIX (b) Date acquired 03/19/2019 (c) Date sold or disposed of 10/04/2021 (d) Proceeds (sales price) $43,199.92 (e) Cost or other basis $66,092.91 (h) Gain or (loss) 12,155.13",8949 "Name: Hiro Nguyen (c) Date sold or disposed ofSeptember 27, 2018 (d) Proceeds (salcs price) $2,561.52 (e) Cost or other basis $94,722.24 (b) Date acquired 2021-08-25",8949 "Form 8949 Sales and Other Dispositions of Capital Assets For calendar year 2025 OMB No. 1545-0074 Department of the Treasury Internal Revenue Service Name(s) shown on return Diego Brennan Social security number or taxpayer identification number 4256 Lakeshore Blvd Riverton, WI 68678 Part I Short-Term. ***-**-5371 Part II Long-Term. (a) Description of property 50 SH NORTHWIND INC (b) Date acquired 8/17/22 (c) Date sold or disposed of 1/26/25 (d) Proceeds (sales price) 12,949.14 (e) Cost or other basis $82,013.87 (h) Gain or (loss) 29,270.74 Department of the Treasury - Internal Revenue Service Form 8949 (keep for your records) www.irs.gov/Form8949",8949 "For calendar year 2025 Attach to your ScheduleD to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Departmentof the Treasury Internal Revenue Service Name(s) shown on return Lena L. Moreau Social security number or taxpayer identification number 82l8 Granite 5t Oak Grove, TX 73681 Part I Short-Term. ****6101 Part II Long-Term. (a)Description of property 1O0 SH ACME C0RP (b) Date acquired 2025-08-08 (c) Date sold or disposed of 8/23/25 (d) Proceeds (sales price) 63,216.57 (e) Cost or other basis 1O0,218.05 (h) Gain or (loss) 6,607.49Department of the Treasury - Intcmal Revenue Service Form 8949 Sales and 0ther Dispositions of Capital Assets Form 8949 (keep for your records) www.írs.gov/Form8949",8949 "CORRECTED (if checked) Form 8949 Sales and Other Dispositions of Capital Assets For calendar year 2025 Name(s) shown on return Olivia Sato Social security number or taxpayer identification number 53 Oak Hollow Ct Testville, IL 99717 Part I Short-Term. ****8907 Part II Long-Term. (a) Description of property AAPL (b) Date acquired 2025-03-25 (c) Date sold or disposed of 10/9/25 (d) Proceeds (sales price) $139,383.49 (e) Cost or other basis $19,353.82 (h) Gain or (loss) 18,911.28",8949 "For calendar year 2026 OMB No. 1545-0074 Attach to your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Department of the Treasury Internal Revenue Service Name(s) shown on return Lena S. Nguyen Social security number or taxpayer identification number 1014 Oak Hollow Ct Testville, IL 32069 Part I Short-Term. ending in 2700 Part II Long-Term. (b) Date acquired 05/26/2026 (c) Date sold or disposed of 1/17/25 (d) Proceeds (sales price) $88,049.49 (e) Cost or other basis 39,142.98 (h) Gain or (loss) 25,376.57",8949 "For calendar year 2021 OMB No. 1545-0074 Attach to your Schedule Dto list your transactions for lines 1b, 2, 3,8b, 9, and 10 of Schedule D. Department of the Treasury Internal Revenue 5ervíce Name(s) shown on retum Wei B. Walsh Social security number or taxpayer identification number 7691 Sample Street Lakewood, CO 35454 Part I Short-Term. XXXXX2862 Part II Long-Term. (a) Description of property SCHD (b) Date acquired November l9, 2020 (c) Date sold or disposed of 02/08/2021 (d) Proceeds (sales price) 138,279.43 (e) Cost orother basis $852.35 Form 8949 Sales and Other Dispositions of Capital Assets",8949 "CORRECTED (if checked) Form 8949 Sales and Other Dispositions of Capital Assets For calendar year 2023 Department of the Treasury Internal Revenue Service Name(s) shown on return Priya Castillo Social security number or taxpayer identification number 4916 Lakeshore Blvd Oak Grove, TX 65246 Part I Short-Term. ending in 1737 Part II Long-Term. (a) Description of property BND (b) Date acquired 2020-02-27 (c) Date sold or disposed of 2022-04-13 (d) Proceeds (sales price) $56,723.17 (e) Cost or other basis 94,466.29 (h) Gain or (loss) 12,725.45 Department of the Treasury - Internal Revenue Service Form 8949 (keep for your records) www.irs.gov/Form8949",8949 "Form8949 Sales and Other Dispositions of Capital Assets For calendar year 2026 OMB No. 1545-0074 Name(s) shown on return Sofia L. 0kafor Social security number or taxpayer identification number l548 Sample Street Lakewood, C0 27767 Part IShort-Term. XXXXX2220 Part II Long-Tcrm. (a) Description of property SCHD (b) Date acquired April 27, 2023 (c) Date sold or disposed of 11/16/2026 (d) Proceeds (sales price) 135,165.46 (e)Cost or other basis $61,808.95 Department of the Treasury - Intemal Revenue Service Form 8949 (keep for your records) www.irs.gov/Form8949",8949 "CORRECTED (if checked) 2021 OMB No. 1545-0074 Attach to your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Department of the Treasury Internal Revenue Service Name(s) shown on return Olivia L. Nguyen Social security number or taxpayer identification number 3275 Granite St Lakewood, CO 72155 Part I Short-Term. ***-**-3955 Part II Long-Term. (a) Description of property AAPL (b) Date acquired June 6, 2021 (c) Date sold or disposed of 3/28/21 (d) Proceeds (sales price) $43,750.17 (e) Cost or other basis 28,685.65 (h) Gain or (loss) 8,081.78 Department of the Treasury - Internal Revenue Service Form 8949 Sales and Other Dispositions of Capital Assets Form 8949 (keep for your records) www.irs.gov/Form8949",8949 "Form 8949 Sales and Other Dispositions of Capital Assets For calendar year 2021 Attach to your Schedule D to list your transactions for lines 1b, 2, 3, 8b, 9, and 10 of Schedule D. Name(s) shown on return Fatima Fischer Social security number or taxpayer identification number 1725 Granite St Maplewood, MN 68273 Part I Short-Term. ***-**-3128 Part II Long-Term. (a) Description of property VOO (b) Date acquired 2021-02-06 (c) Date sold or disposed of 9/23/20 (d) Proceeds (sales price) $94,191.52 (e) Cost or other basis 101,495.15 (h) Gain or (loss) -4,403.07 Department of the Treasury - Internal Revenue Service Form 8949 (keep for your records) www.irs.gov/Form8949",8949 "Form 8949 Sales and Other Dispositions of Capital Assets 2025 Department of the Treasury Internal Revenue Service Name(s) shown on return Fatima B. Nguyen Social security number or taxpayer identification number 7048 Lakeshore Blvd Fairview, OH 46209 Part I Short-Term. XXX-XX-7383 Part II Long-Term. (a) Description of property MSFT (c) Date sold or disposed of 5/18/24 (d) Proceeds (sales price) $53,040.16 (e) Cost or other basis 15,018.66 (h) Gain or (loss) (3,697.07)",8949 "Form 8949 Sales and Other Dispositions of Capital Assets Name: Diego Larsen (b) Date acquired 10/04/2022 (d) Proceeds (sales price) 81,825.39",8949 "Name: Casey Adeyemi (h) Gain or (loss) -1,523.23 (a) Description of property BND Form 8949 Sales and Other Dispositions of Capital Assets",8949 "Contribution Statement for 2026 ## Greenway Animal Rescue ## Tax ID 15-3254608 A 501(c)(3) organization ## Dear Priya C. Testcase, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | 11/26/26 | Stock transfer | 305.19 | | 01/04/2026 | Stock transfer | 2,210.83 | | December 18, 2026 | Online gift | 1,055.37 | | 5/18/26 | Online gift | 595.73 | | 05/18/2026 | Cash | 610.00 | | Field | Value | | --- | --- | | Total contributions | $4,777.12 | Only intangible religious benefits were provided in exchange for your gifts.",DONATION_RECORD "Hope Harbor Shelter Tax ID 33-8106082 A 501(c)(3) organization ## Dear Casey Castillo, ## Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | October 12, 2023 | Cash | 163.96 | | 05/13/2023 | Cash | 809.06 | | 3/8/23 | Stock transfer | 2,048.46 | | Field | Value | | --- | --- | | Total contributions | $3,021.48 | No goods or services were provided in exchange for these contributions.",DONATION_RECORD "## Hope Harbor Shelter Tax ID 69-3090879 A 501(c)(3) organization Dear Alex R. Romero, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | August l2, 2022 | Cash | 383.03 | | 08/04/2022|Online gift | 1,210.29 | | June 5, 2022 | Check#6800 | 2,259.l3 | | Field | Value | | --- | --- | | Total contributions | S3,852.45 | ## No goods or services were provided in exchange for these contributions.",DONATION_RECORD "2022 Annual Giving Statement ## Greenway Animal Rescue Tax ID 79-3994397 A 501(c)(3) organization Dear Noah E. Sato, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | 2022-07-26 | Cash | 832.47 | | 10/15/22 | Stock transfer | 1,807.31 | | 2022-02-20 | Online gift | 2,297.81 | | December 28, 2022 | Online gift | 108.50 | | April 26, 2022 | Online gift | 1,620.77 | | 10/12/22 | Cash | 1,629.59 | | Field | Value | | --- | --- | | Total contributions | $8,296.45 | No goods or services were provided in exchange for these contributions.",DONATION_RECORD "St. Brendan Parish Tax ID 40-2114315 A 501(c)(3) organization ## Dear Jamie Fischer, ## Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | 8/19/22 | Check #6724 | 1,682.33 | | 12/14/22 | Cash | 2,376.48 | | 5/4/22 | Check #8099 | 873.55 | | 12/08/2022 | Stock transfer | 2,200.19 | | March 15, 2022 | Online gift | 2,382.46 | | Field | Value | | --- | --- | | Total contributions | $9,515.01 | Only intangible religious benefits were provided in exchange for your gifts.",DONATION_RECORD "## Contribution Statement for 2022 Hope Harbor Shelter Tax ID 24-6870957 A 501(c)(3) organization Dear Olivia Moreau, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | October 11, 2022 | Stock transfer | 1,679.25 | | 09/03/2022 | Stock transfer | 114.88 | | 12/28/2022 | Stock transfer | 1,346.13 | | 2022-08-09 | Cash | 1,050.55 | | 11/13/22 | Stock transfer | 967.22 | | 2022-03-25 | Cash | 1,885.34 | | February 9, 2022 | Check #8490 | 1,688.11 | | Field | Value | | --- | --- | | Total contributions | $8,731.48 | No goods or services were provided in exchange for these contributions.",DONATION_RECORD "Year-End Giving Summary Sample Community Food Bank ## Tax ID 55-9857851 A 501(c)(3) organization Dear Mateo Castillo, ## Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | April 3, 2026 | Online gift | 366.13 | | 5/24/26 | Stock transfer | 372.69 | | 11/04/2026 | Stock transfer | 638.03 | | Field | Value | | --- | --- | | Total contributions | $1,376.85 | ## No goods or services were provided in exchange for these contributions.",DONATION_RECORD "Year-End Giving Summary ## Riverbend Public Library Foundation Tax ID 38-3883659 A 501(c)(3) organization Dear Casey Okafor, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | 10/28/2022 | Cash | 701.93 | | 2022-05-13 | Stock transfer | 966.84 | | 2022-04-02 | Online gift | 1,534.04 | | 04/06/2022 | Online gift | 1,073.16 | | 10/02/2022 | Check #8497 | 1,787.06 | | Field | Value | | --- | --- | | Total contributions | $6,063.03 | No goods or services were provided in exchange for these contributions.",DONATION_RECORD "2023 Annual Giving Statement Greenway Animal Rescue Tax ID 45-5195825 A 501(c)(3) organization ## Dear Noah Adeyemi, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | August 27, 2023 | Cash | 2,493.63 | | 09/09/2023 | Cash | 2,323.65 | | 11/13/23 | Stock transfer | 461.11 | | 05/10/2023 | Cash | 1,944.59 | | November 22, 2023 | Cash | 1,350.35 | | 01/03/2023 | Online gift | 1,587.82 | | Field | Value | | --- | --- | | Total contributions | $10,161.15 | No goods or services were provided in exchange for these contributions.",DONATION_RECORD "## Year-End Giving Summary Greenway Animal Rescue Tax ID 16-1966320 A 501(c)(3) organization Dear Noah Romero, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | 3/24/21 | Check #2637 | 1,488.92 | | 2021-12-11 | Stock transfer | 2,052.97 | | 09/01/2021 | Stock transfer | 400.70 | | 10/22/21 | Online gift | 1,483.99 | | Field | Value | | --- | --- | | Total contributions | $5,426.58 | Only intangible religious benefits were provided in exchange for your gifts.",DONATION_RECORD "Contribution Statement for 2024 Hope Harbor Shelter Tax ID66-2934014 A 501(c)(3) organization Dear Fatima Lindqvist, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | October 22, 2024 | Online gift | 1,495.78 | | July 21, 2024 | Onlíne gift | 1,859.11| | 2024-10-10 | Onlinc gift | 2,268.07 | | February 22, 2O24 | 5tock transfer | 1,643.40 | | 12/28/24 | 5tock transfer | 2,027.03 | | 01/09/2024 | Stock transfer | 520.78 | | September 8, 2024 |Stock transfer | 2,147.28 | | Field | Value | | --- | --- | | Total contributions | Sl1,961.45 | 0nly íntangible religious benefits were provided ín exchange for yourgifts.",DONATION_RECORD "Contribution Statement for 2026 ## Hope Harbor Shelter Tax ID 68-5543260 A 501(c)(3) organization Dear Kwame Adeyemi, Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | 2/19/26 | Online gift | 1,486.37 | | September 1, 2026 | Online gift | 1,654.12 | | March 26, 2026 | Online gift | 1,182.74 | | 2/16/26 | Stock transfer | 298.59 | | July 9, 2026 | Cash | 1,177.94 | | 2026-01-18 | Check #1239 | 274.76 | | September 5, 2026 | Online gift | 939.72 | | 2026-08-22 | Stock transfer | 928.53 | | Field | Value | | --- | --- | | Total contributions | $7,942.77 | Only intangible religious benefits were provided in exchange for your gifts.",DONATION_RECORD "Sample Community Food Bank Tax ID 61-8564261 A 501(c)(3) organization Dear Diego Nguyen, ## Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | 12/05/2021 | Cash | 848.91 | | 03/11/2021 | Check #9348 | 1,244.52 | | July 19, 2021 | Stock transfer | 2,381.15 | | 5/28/21 | Stock transfer | 2,394.83 | | 01/21/2021 | Online gift | 1,639.96 | | January 23, 2021 | Check #4373 | 257.28 | | 12/27/2021 | Cash | 180.85 | | Field | Value | | --- | --- | | Total contributions | $8,947.50 | No goods or services were provided in exchange for these contributions.",DONATION_RECORD "## Year-End Giving Summary Hope Harbor Shelter ## Tax ID 69-4124115 A 501(c)(3) organization Dear Mateo K. Okafor, ## Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | September 5, 2024 | Cash | 1,815.70 | | 05/03/2024 | Stock transfer | 302.43 | | 11/16/24 | Online gift | 780.45 | | 5/21/24 | Check #9079 | 106.20 | | 2024-09-25 | Online gift | 238.94 | | 2024-03-02 | Online gift | 434.54 | | 2024-08-07 | Stock transfer | 1,836.27 | | Field | Value | | --- | --- | | Total contributions | $5,514.53 | No goods or services were provided in exchange for these contributions.",DONATION_RECORD "## Riverbend Public Library Foundation Tax ID 46-5757544 A 501(c)(3) organization Dear Olivia Okafor, ## Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | January 13, 2025 | Check #8204 | 1,505.15 | | May 24, 2025 | Online gift | 1,196.55 | | 2025-06-10 | Check #4651 | 2,476.51 | | May 8, 2025 | Check #7805 | 672.00 | | July 25, 2025 | Stock transfer | 994.58 | | 2025-11-15 | Check #5460 | 1,607.07 | | Field | Value | | --- | --- | | Total contributions | $8,451.86 | ## Only intangible religious benefits were provided in exchange for your gifts.",DONATION_RECORD "## Sample Community Food Bank ## Tax ID 70-1075842 A 501(c)(3) organization Dear Jordan Castillo, ## Thank you for your generous support this year. | Date | Method | Amount | | --- | --- | --- | | April 8, 2025 | Cash | 962.36 | | 05/25/2025 | Online gift | 1,941.16 | | 5/1/25 | Cash | 587.93 | | 7/16/25 | Online gift | 306.42 | | January 2, 2025 | Online gift | 387.45 | | December 5, 2025 | Cash | 128.30 | | 2025-03-13 | Check #2137 | 2,117.15 | | 2025-12-09 | Cash | 153.04 | | Field | Value | | --- | --- | | Total contributions | $6,583.81 | ## No goods or services were provided in exchange for these contributions. 2025 Annual Giving Statement",DONATION_RECORD "Checking Account Statement Granite Peak Bank Account number XXXXX4038 Statement period 10/01/2023 - 10/30/2023 Hiro Fischer 2260 Maple Ridge Dr Fairview, OH 24334 Account summary Beginning balance $33,864.93 Deposits andother credits $5,533.4O Withdrawals andother debits -$3,74O.96 Ending balance $35,657.38 Interest paid this period $8.30 Interest paid year-to-date l03.13 Annual percentage yield eamed 3.40% Date Description Amount 04/l2 COSTCO WHSE #412 -440.22 05/10 COSTCO WHSE #412 695.46 10/14 CVS/PHARMACY 0832 -210.95 01/21 SHELL OIL 5741 -285.6O 09/27 UBER TRIP -496.43 This statcment is not a Form 1099-INT. Keep it for your records. Federa1ly ínsured by NCUA",BANK_STATEMENT "Riverbend Bank & Trust Account number XXXXX2915 Statement period 07/01/2024 - 07/31/2024 Olivia Fischer 5090 Elm Park Pl Riverton, WI 83638 Account summary Beginning ba1ance $29,399.41 Deposits and other credits $3,946.82 Withdrawals and other debits -$6,480.65 Ending balance $26,865.57 Interest paid this period $22.83 Interest paid year-to-date $780.l6 Annual percentage yield eamed 2.23% Date Description Amount O7/26 WH0LE FOODS #l021 -673.54 01/21 HOME DEPOT 0612 -482.04 11/23 HOME DEPOT 0612 832.48 Your2024 Form 1099-INT wi1l be available onlineby January 31, 2025. Federally insured by NCUA Money Market Account Statement",BANK_STATEMENT "Date Payee Memo Withdrawal Deposit Balance 02/22/2022 TARGET T-2231 utilities 673.03 7920.32 2022-10-03 CVS/PHARMACY 0832 rent 165.33 7946.95 2022-04-19 SHELL OIL 5741 groceries 306.93 14085.25 02/09/2022 UBER TRIP rent 142.99 22953.24 2022-08-03 TARGET T-2231 groceries 121.63 27326.77 2022-12-15 COSTCO WHSE #412 257.35 21445.32 01/20/2022 AMAZON MKTPLACE rent 586.16 20548.38 11/12/2022 UBER TRIP rent 42.66 11442.81",BANK_STATEMENT "Everyday Checking ...8273 Date Payee Memo Withdrawal Deposit Balance 2022-01-16 WHOLE FOODS #1021 681.13 10724.23 06/10/2022 CVS/PHARMACY 0832 utilities 442.01 8264.63 2022-10-03 CVS/PHARMACY 0832 utilities 23.83 909.50 11/21/2022 AMAZON MKTPLACE groceries 793.93 23522.89",BANK_STATEMENT "Checking Account Statement Granite Peak Bank Account number ***-**-3606 Statement period 05/01/2021 - 05/28/2021 Kwame B. Nguyen 5511 Cedar Ln Testville, IL 46032 Account summary Beginning balance $43,512.81 Deposits and other credits $6,873.31 Withdrawals and other debits -$5,205.46 Ending balance $45,180.66 Date Description Amount 02/01 AMAZON MKTPLACE -751.50 03/10 TARGET T-2231 -880.60 12/10 UBER TRIP -514.82 09/06 AMAZON MKTPLACE -156.65 05/25 AMAZON MKTPLACE -32.36 12/22 HOME DEPOT 0612 -345.39 07/23 SHELL OIL 5741 -539.84 IRS Form 1099-INT information for 2021 will be mailed separately. Equal Housing Lender",BANK_STATEMENT "2026 Year-End Account Summary Prairie State Savings Account number ***-**-0053 Statement period 11/01/2026 - 11/30/2026 Fatima Brennan 2885 Harbor View Rd Oak Grove, TX 53220 Account summary Beginning balance $40,871.32 Deposits and other credits $1,085.16 Withdrawals and other debits -$5,383.24 Ending balance $36,573.24 Interest paid this period $27.53 Interest paid year-to-date 408.65 Annual percentage yield earned 3.78% Equal Housing Lender",BANK_STATEMENT "Savings Statement Meadowlark Savings Bank Account number ***-**-4648 Statement period 02/01/2022 - 02/28/2022 Priya Rivera 1175 Elm Park Pl Brookhaven, PA 55014 Account summary Beginning balance $53,899.38 Deposits and other credits $1,244.48 Withdrawals and other debits -$3,173.71 Ending balance $51,970.15 Interest paid this period 50.01 Interest paid year-to-date $481.95 Annual percentage yield earned 0.99% Date Description Amount 02/27 HOME DEPOT 0612 -583.92 09/07 TARGET T-2231 -884.39 11/16 HOME DEPOT 0612 -336.65 02/27 HOME DEPOT 0612 522.21 Equal Housing Lender",BANK_STATEMENT "Checking Account Statement Bayview Community Bank Account number ****6626 Statement period 03/01/2022 - 03/31/2022 Casey Larsen 8387 Maple Ridge Dr Maplewood, MN 32111 Account summary Beginning balance $52,407.58 Deposits and other credits $6,919.00 Withdrawals and other debits -$3,105.38 Ending balance $56,221.20 Interest paid this period 15.30 Interest paid year-to-date 163.97 Annual percentage yield earned 3.99% Date Description Amount 08/19 CVS/PHARMACY 0832 -684.94 11/07 STARBUCKS #11872 -861.57 01/20 CVS/PHARMACY 0832 -254.74 This statement is not a Form 1099-INT. Keep it for your records. Equal Housing Lender",BANK_STATEMENT "Checking Account Statement Northwind Financial Account number XXX-XX-2310 Statement period 11/01/2021 - 11/31/2021 Riley Testcase 6270 Elm Park Pl Cedar Falls, IA 53375 Account summary Beginning balance $17,519.14 Deposits and other credits $3,309.77 Withdrawals and other debits -$5,351.74 Ending balance $15,477.17 Interest paid this period 9.11 Interest paid year-to-date $453.13 Annual percentage yield earned 4.39% Date Description Amount 07/28 HOME DEPOT 0612 -805.64 07/06 STARBUCKS #11872 -502.63 09/22 CVS/PHARMACY 0832 -278.15 04/21 NETFLIX.COM -181.63 06/15 HOME DEPOT 0612 -479.69 08/13 UBER TRIP -10.68 04/28 STARBUCKS #11872 -792.77 Member FDIC",BANK_STATEMENT "Savings Statement Meadowlark Savings Bank Account number XXXXX6715 Statement period 02/01/2025 - 02/28/2025 Riley S. Rivera 1275 Prairie Ave Cedar Falls, IA 99395 Account summary Beginning balance $13,772.22 Deposits and other credits $1,897.22 Withdrawals and other debits -$958.04 Ending balance $14,711.40 Interest paid this period 30.46 Interest paid year-to-date 613.30 Annual percentage yield earned 0.89% Date Description Amount 01/13 DELTA AIR LINES -674.50 06/11 CVS/PHARMACY 0832 -99.24 01/24 HOME DEPOT 0612 184.79 11/02 WHOLE FOODS #1021 -164.93 06/10 NETFLIX.COM -226.85 This statement is not a Form 1099-INT. Keep it for your records. Federally insured by NCUA",BANK_STATEMENT "2025 Year-End Account Summary Bayview Community Bank Account number ending in 0278 5tatement period 12/01/2025 - 12/31/2025 Priya L. Testcase 5424 Granite StBrookhaven, PA 95874 Account summary Beginning ba1ance $7,727.68 Deposits and other credits $5,952.32 Withdrawals and other debits -$5,157.11 Ending balance $8,522.89 Interest paid this period 54.21 Interest paid year-to-date 532.19 Annua1 percentagc yield eamed 3.O7% Your 2O25 Form 1099-INT will be available online by January 31, 2026. Equal Housing Lender",BANK_STATEMENT "Money Market Account Statement Harbor Federal Credit Union Account number ***-**-9603 Statement period 06/01/2025 - 06/30/2025 Sofia J. Lindqvist 8765 Cedar Ln Brookhaven, PA 97656 Account summary Beginning balance $4,464.25 Deposits and other credits $7,081.02 Withdrawals and other debits -$553.85 Ending balance $10,991.42 Interest paid this period 16.23 Interest paid year-to-date 609.12 Annual percentage yield earned 1.96% Date Description Amount 10/12 DELTA AIR LINES -312.89 01/28 DELTA AIR LINES -420.09 01/20 CVS/PHARMACY 0832 -768.19 10/10 COSTCO WHSE #412 228.65 09/07 STARBUCKS #11872 -433.71 Your 2025 Form 1099-INT will be available online by January 31, 2026. Equal Housing Lender",BANK_STATEMENT "Meadowlark Savings Bank Account number ****0027 Statement period 04/01/2025 - 04/30/2025 Wei Nguyen 2920 Cedar Ln Lakewood, CO 89065 Account summary Begínning balance $58,480.90 Deposits andother credits $4,683.10 Withdrawals and other debits -$772.89 Endíng balance $62,39l.12 Interest paíd thís period 53.31 Interest paid year-to-date 777.73 Annual percentage yield earned 1.38% Federally insured by NCUA",BANK_STATEMENT "Meadowlark Savings Bank Account number ***-**-6800 Statement period 03/01/2022 - 03/30/2022 Casey Moreau 9135 Oak Hollow Ct Brookhaven, PA 16744 Account summary Beginning balance $54,460.83 Deposits and other credits $5,600.37 Withdrawals and other debits -$4,068.85 Ending balance $55,992.35 Interest paid this period 28.47 Interest paid year-to-date 30.11 Annual percentage yield earned 3.50% Your 2022 Form 1099-INT will be available online by January 31, 2023. Equal Housing Lender",BANK_STATEMENT "2025 Year-End Account Summary Bayview Community Bank Account number ***-**-0300 Statement period 07/01/2025 - 07/28/2025 Lena E. Rivera 3031 Elm Park Pl Oak Grove, TX 70175 Account summary Beginning balance $12,956.33 Deposits and other credits $1,356.99 Withdrawals and other debits -$6,368.07 Ending balance $7,945.25 Interest paid this period $0.20 Interest paid year-to-date 729.38 Annual percentage yield earned 1.52% Member FDIC",BANK_STATEMENT "Northwínd Financial Account number ***-**-5838 Statement period 01/01/2022 - 01/28/2022 Riley Kowalski 866 Maple Ridge Dr Oak Grove, TX 60579 Account summary Beginning balance $21,297.09 Deposits and other credits $5,951.27 Withdrawa1s and othcr debits -$6,045.75 Ending balance $21,202.60 Interest paid this period $34.21 Interest paid year-to-date 708.09 Annual percentage yíeld eamed 1.56% Date Description Amount 07/03 C0STCO WHSE#4l2 -557.50 01/19 NETFLIX.COM -621.48 06/18 CVS/PHARMACY 0832 -430.28 11/01 UBER TRIP -279.66 10/27 CVS/PHARMACY 0832 -848.49 10/13 WHOLE FOODS #1021 -399.08 Equa1 Housing Lcnder",BANK_STATEMENT "Bayview Community Bank Account number ****2562 Statement period l2/01/2022 - 12/31/2022 Cascy Walsh 1080 Maple Ridge Dr Pinecrest, GA 21609 Account summary Beginning balance S27,542.10 Deposits and other credits $l,088.81 Withdrawals and other dcbits -$2,737.62 Ending balance $25,893.30 Interest paid this period 50.51 Interest paid year-to-date $851.87 Annual percentage yield eamed 1.95% Date Description Amount 07/18 5TARBUCK5 #11872 -235.43 06/24 5HELL 0IL 5741 715.41 09/26 HOME DEPOT0612 -90.44 12/21 TARGET T-2231 -118.21 This statement is not aForm 1099-INT. Keep it for your records. Member FDIC Money Market Account Statement",BANK_STATEMENT "Summit Ridge Bank Account number ****2346 Statement period 02/01/2025 - 02/28/2025 Jamie Okafor 8274 Maple Ridge Dr Riverton, WI 56577 Account summary Beginning balance $44,490.05 Deposits and other credits $5,715.97 Withdrawals and other debits -$2,318.05 Ending balance $47,887.97 Interest paid this period $3.02 Interest paid year-to-date $407.41 Annual percentage yield earned 0.18% Date Description Amount 02/18 COSTCO WHSE #412 -166.35 03/11 STARBUCKS #11872 -692.84 01/28 DELTA AIR LINES -191.99 10/08 SHELL OIL 5741 -173.81 10/24 NETFLIX.COM -638.89 01/15 CVS/PHARMACY 0832 449.51 Member FDIC Checking Account Statement",BANK_STATEMENT "Savings Statement Granite Peak Bank Account number XXX-XX-3181 Statement period 12/01/2022 - 12/30/2022 Kwame Sato 7953 Willow Bend Way Oak Grove, TX 68108 Account summary Beginning balance $50,496.97 Deposits and other credits $5,825.40 Withdrawals and other debits -$3,179.02 Ending balance $53,143.35 Interest paid this period $20.49 Interest paid year-to-date 856.04 Annual percentage yield earned 3.14% Date Description Amount 04/03 AMAZON MKTPLACE -237.95 06/23 UBER TRIP 799.58 04/14 NETFLIX.COM 839.26 08/27 STARBUCKS #11872 568.18 10/19 COSTCO WHSE #412 -386.83 03/24 COSTCO WHSE #412 -312.85 This statement is not a Form 1099-INT. Keep it for your records. Member FDIC",BANK_STATEMENT "Savings Account XXXX8491 - transactions Date Description Amount Running Bal. 07/08/2026 DELTA AIR LINES 467.88 10975.09 2026-01-14 HOME DEPOT 0612 -2193.70 16795.73 09/15/2026 WHOLE FOODS #1021 -1841.83 10156.14 06/10/2026 HOME DEPOT 0612 -623.00 3236.36 10/15/2026 ONLINE TRANSFER TO SAV -1650.16 772.59 10/05/2026 STARBUCKS #11872 -1265.37 16670.62 11/19/2026 DELTA AIR LINES -371.32 868.58",BANK_STATEMENT "Checking Account Statement Northwind Financial Account number ****6791 Statement period O7/01/2022 - 07/30/2022 Alex Tanaka 6571 Elm Park Pl Riverton, WI 92625 Account summary Beginning balance $47,7l9.12 Deposits and other credits $6,444.68 Withdrawals and other debits -$4,953.7l Ending balance $49,210.09 Date Description Amount 11/26 AMAZON MKTPLACE -l93.24 01/07 AMAZON MKTPLACE -424.28 09/17 UBER TRIP -14.36 05/18 NETFLIX.C0M 662.17 08/28 TARGET T-2231 -696.42 12/04 COSTCO WHSE#412 -531.17 09/22 HOME DEPOT 0612 -669.17 IRS Form 1099-INT information for 2022 will bc mailcd separately. Member FDIC",BANK_STATEMENT "Cedar Valley Credit Union Account number ****5847 Statement period 07/01/2026 - 07/28/2026 Riley Rivera 6848 Sample Street Maplewood, MN 33370 Account summary Beginning balance $30,967.75 Deposits and other credits $217.98 Withdrawals and other debits -$4,064.74 Ending balance $27,120.99 Interest paid this period $18.10 Interest paid year-to-date 506.36 Annual percentage yield earned 4.34% Date Description Amount 12/21 COSTCO WHSE #412 -40.44 06/01 NETFLIX.COM -663.98 01/20 NETFLIX.COM -250.51 02/22 COSTCO WHSE #412 -332.19 Federally insured by NCUA",BANK_STATEMENT "MoneyMarket Account Statement Prairic State Savings Account number XXX-XX-0650 Statement period 03/01/2026 - 03/31/2026 Casey Wa1sh 5006 Lakeshore Blvd Oak Grove, TX 8O499 Account summary Begínning balance $32,641.O5 Depositsand other credits $5,743.52 Withdrawals and other debits -$6O1.52 Ending balance $37,783.06 Interest paid this period 29.l0 Interest paid year-to-date $761.06 Annual percentage yield eamed 3.63% Date Description Amount 04/26 STARBUCKS #11872 248.34 05/17 SHELL OIL 5741 -28.10 03/10 HOME DEPOT 0612 -198.19 05/27 TARGET T-2231 -337.20 12/09 HOME DEPOT 0612 -36.50 04/13 DELTA AIR LINES -6.08 07/04 DELTA AIR LINES -421.89 Federally ínsured by NCUA",BANK_STATEMENT "Summit Ridge Bank Account number XXX-XX-7670 Statement period 11/01/2024 - 11/28/2024 Sofia Brennan 7513 Sample Street Oak Grove, TX 37673 Account summary Beginning balance $44,975.30 Deposits and other credits $2,414.77 Withdrawals and other debits -$1,653.14 Ending balance $45,736.93 Interest paid this period 59.25 Interest paid year-to-date 866.57 Annual percentage yield earned 0.93% Date Description Amount 11/05 WHOLE FOODS #1021 624.48 01/11 SHELL OIL 5741 -186.08 07/05 TARGET T-2231 -309.30 02/07 UBER TRIP -263.44 11/10 TARGET T-2231 -230.88 Equal Housing Lender Savings Statement",BANK_STATEMENT "Date Payee Memo Withdrawal Deposit Balance 20/10/2021 DELTA AIR LINES 510.56 17670.95 12/02/2021 TARGET T-2231 rent 158.26 15389.90 10/12/2021 AMAZON MKTPLACE groceries 537.13 17418.00 03/20/2021 UBER TRIP 649.47 29791.63 01/24/2021 UBER TRIP rent 879.60 15403.76 10/21/2021 COSTCO WHSE #412 rent 150.19 9532.46 04/06/2021 TARGET T-2231 rent 254.28 7903.46",BANK_STATEMENT "2024 Year-End Account Summary Granite Peak Bank Account number ending in 1015 Statement period 11/01/2024 - 11/31/2024 Sofia Larsen 3521 Sample Street Brookhaven, PA 33954 Account summary Beginning balance $55,157.47 Deposits and other credits $306.19 Withdrawals and other debits -$1,674.75 Ending balance $53,788.91 Interest paid this period 21.03 Interest paid year-to-date 544.88 Annual percentage yield earned 3.31% Member FDIC",BANK_STATEMENT "Savings Statement Granite Peak Bank Account number ending in 6220 Statement period 05/01/2022 - 05/28/2022 Morgan M. Castillo 9397 Willow Bend Way Bayside, WA 27827 Account summary Beginning balance $25,678.48 Deposits and other credits $2,653.35 Withdrawals and other debits -$5,558.04 Ending balance $22,773.80 Interest paid this period 1.38 Interest paid year-to-date 23.93 Annual percentage yield earned 0.91% Date Description Amount 01/10 STARBUCKS #11872 625.21 01/08 DELTA AIR LINES -810.34 05/09 DELTA AIR LINES -607.35 This statement is not a Form 1099-INT. Keep it for your records. Federally insured by NCUA",BANK_STATEMENT "Money Market Account Statement Meadowlark Savings Bank Account number ****3120 Statement period 10/01/2026 - 10/30/2026 Mateo Brennan 2667 Oak Hollow Ct Pinecrest, GA 43026 Account summary Beginning balance $52,667.21 Deposits and other credits $3,566.58 Withdrawals and other debits -$6,208.75 Ending balance $50,025.05 Interest paid this period 17.40 Interest paid year-to-date 629.86 Annual percentage yield earned 0.80% Date Description Amount 06/25 CVS/PHARMACY 0832 -670.47 07/23 HOME DEPOT 0612 -81.89 05/18 UBER TRIP -15.60 05/09 HOME DEPOT 0612 -387.92 08/03 SHELL OIL 5741 -436.05 Member FDIC",BANK_STATEMENT "Savings Statement Northwind Financial Account number ending in 8904 Statement period 02/01/2021 - 02/28/2021 Taylor D. Castillo 288 Cedar Ln Maplewood, MN 13806 Account summary Beginning balance $10,316.74 Deposits and other credits $4,713.64 Withdrawals and other debits -$1,786.74 Ending balance $13,243.64 Interest paid this period 43.85 Interest paid year-to-date $312.42 Annual percentage yield earned 2.62% Date Description Amount 03/17 SHELL OIL 5741 -891.22 09/26 TARGET T-2231 -218.30 03/02 DELTA AIR LINES -453.49 05/24 WHOLE FOODS #1021 -155.28 Member FDIC",BANK_STATEMENT "Checking Account Statement Prairie State Savings Account number XXXXX4659 Statement period 01/01/2023 - 01/31/2023 Sofia Patel 3672 Harbor View Rd Maplewood, MN 17424 Account summary Beginning balance $12,127.44 Deposits and other credits $1,427.87 Withdrawals and other debits -$6,817.45 Ending balance $6,737.86 Interest paid this period 19.70 Interest paid year-to-date 662.87 Annual percentage yield earned 0.42% Date Description Amount 11/10 TARGET T-2231 -295.09 11/16 STARBUCKS #11872 -723.98 07/22 SHELL OIL 5741 -748.43 06/22 CVS/PHARMACY 0832 -583.25 Federally insured by NCUA",BANK_STATEMENT "Money Market Account Statement Granite Peak Bank Account number ending in 2706 Statement period 06/01/2021 - 06/28/2021 Wei A. Kowalski 6966 Prairie Ave Bayside, WA 64841 Account summary Beginning balance $35,918.97 Deposits and other credits $3,197.07 Withdrawals and other debits -$251.18 Ending balance $38,864.86 Interest paid this period 26.50 Interest paid year-to-date $348.49 Annual percentage yield earned 3.57% Date Description Amount 08/27 HOME DEPOT 0612 -651.00 12/26 WHOLE FOODS #1021 -484.87 02/23 UBER TRIP 691.33 09/17 NETFLIX.COM -418.72 07/23 CVS/PHARMACY 0832 -742.90 08/03 SHELL OIL 5741 -299.14 Your 2021 Form 1099-INT will be available online by January 31, 2022. Equal Housing Lender",BANK_STATEMENT "Date Description Amount Running Bal. 02/04/2023 HOME DEPOT 0612 -702.67 16653.04 09/13/2023 WHOLE FOODS #1021 444.03 12004.21 15/03/2023 NETFLIX.COM -2135.60 10124.83",BANK_STATEMENT "Positions Clearwater Investing Account Individual Brokerage Account ***-**-6782 Statement period 04/01/2023 - 04/28/2023 Symbol Quantity Last Price Current Value Total Gain/Loss SCHD 373.669 406.12 151,752.62 -1,714.06 VOO 279.465 386.83 108,106.06 -486.11 SCHB 141.887 481.95 68,381.98 -443.14 QQQ 17.472 76.41 1,334.96 2,711.15 This statement is not a Form 1099. Keep it for your records.",INVESTMENT_STATEMENT "Quarterly Account Statement Clearwater Investing Account Individual Brokerage Account ****0770 Statement period 02/01/2024 - 02/28/2024 Beginning account value $110,719.53 Ending account value $121,542.75 Income summary This period Year to date Dividends 241.48 5,112.75 Interest 63.92 143.44 Realized gain/loss 2,674.12 Symbol Quantity Last Price Current Value Total Gain/Loss SCHD 260.871 195.20 50,923.13 4,656.42 MSFT 6.546 485.79 3,179.91 3,068.34 VOO 289.826 432.70 125,408.07 7,445.14 QQQ 195.316 434.72 84,908.32 5,476.79",INVESTMENT_STATEMENT "Positions Clearwater Investing Account Joint WROS XXXXX1781 Statement period 11/01/2022 - 11/30/2022 Symbol Quantity Last Price Current Value Total Gain/Loss VTI 392.438 453.33 177,903.76 6,910.91 SCHD 200.996 355.07 71,367.34 -1,390.12 VOO 141.314 235.80 33,321.87 -102.79 IVV 28.135 304.98 8,580.79 2,072.01 Your 2022 Form 1099 will be available online by January 31, 2023.",INVESTMENT_STATEMENT "Investment Report Northstar Securities Account Joint WROS XXX-XX-9559 Statementperiod 07/01/2026 - 07/30/2026 Beginning account value $520,663.41 Ending account value $518,615.52 Income summary This period Year todate Dividends 595.15 1,291.58 Interest 20.57 456.60 Rcalized gain/loss 4,351.89 5ymbol Quantity Last Price Current Value Total Gain/Loss BND 346.435 197.91 68,563.76 -1,O38.77 SCHD 62.277 416.08 25,912.15 1,116.85 IVV 324.922 270.49 87,889.54 4,848.25 QQQ 117.350 252.79 29,664.42 6,471.25",INVESTMENT_STATEMENT "Positions Evergreen Brokerage Services Account Individual - TOD ***-**-3129 Statement period 12/01/2023 - 12/30/2023 Symbol Quantity Last Price Current Value Total Gain/Loss VOO 249.691 362.94 90,623.11 8,869.55 BND 167.777 351.40 58,956.54 4,090.43 MSFT 233.405 436.25 101,823.38 67.66 VTI 206.392 27.41 5,656.48 2,758.94 Securities offered through a member of FINRA/SIPC. Not FDIC insured.",INVESTMENT_STATEMENT "Quarterly Account Statement Ironwood Wealth Partners Account Joint WR0S ending in 4324 Statement period 10/01/2023 - 10/30/2023 Beginning account value $531,264.67 Ending account value $507,277.91 Income summary This period Year to date Dividends 93.95 7,440.20 Interest 3.70 256.31 Realized gain/loss 2,824.88 5ymbol Quantity Last Price Current Value Total Gain/Loss QQQ 399.273 76.92 30,711.04 3,510.36 SCHD 397.946 402.06 160,000.14 8,280.81 IVV353.095 450.39 159,03O.42 7,178.51 VTI 209.980 394.99 82,939.74 7,0l2.19 IRS Form 1099 information for 2023 will be mailed separately.",INVESTMENT_STATEMENT "Investment Report Northstar Securities Account Individual Brokerage Account ****9779 Statement period 04/01/2025 - 04/31/2025 Beginning account value $594,519.49 Ending account value $567,647.36 Income summary This period Year to date Dividends 533.02 3,078.11 Interest 6.85 322.60 Realized gain/loss 606.97 Symbol Quantity Last Price Current Value Total Gain/Loss SCHD 51.136 329.09 16,828.00 -721.41 AAPL 61.978 301.39 18,679.31 136.13 VOO 257.319 200.82 51,675.87 7,453.53 QQQ 391.147 329.68 128,951.65 2,902.63 Your 2025 Form 1099 will be available online by January 31, 2026.",INVESTMENT_STATEMENT "Portfolio Positions Run Date Action Symbol Security Dcscription Quantity Price Amount Settlement Datc 09/03/2023 Y0U SOLD AAPL SCHWAB USDIVIDENDEQUITY ETF 42.74 441.78 19.69 2023-08-10 05/03/2023 YOU BOUGHT AAPLSCHWAB US DIVIDEND EQUITY ETF 61.28 445.93 -8815.05 07/14/2023 2023-05-08 DIVIDEND RECEIVED VTI SCHWAB US DIVIDEND EQUITY ETF 94.46 388.64 -5021.76 16/08/2023 2023-02-13 DIVIDEND RECEIVED AAPL VANGUARD INDEX FDS 42.14 203.19 4156.76 23/05/2023 2023-09-20 YOU BOUGHT AAPL VANGUARD INDEX FDS 25.45 l55.17 3060.94 01/26/2023 24/04/2023 Y0U BOUGHT SCHD SCHWAB US DIVIDEND EQUITY ETF 77.68 367.67 -3998.92 14/03/2023 2023-04-27 INTEREST EARNED SCHD VANGUARD INDEX FDS 44.32 267.46 l270.07 2023-10-09",INVESTMENT_STATEMENT "Ironwood Wealth Partners Account Indívidual - TOD ****8557 Statement period 05/01/2026 - 05/31/2026 Symbol Quantity Last Price Current Value Total Gain/Loss BND 252.445 220.39 55,637.7l -95.25 VOO 133.730 363.11 48,558.98 3,107.07 SCHD 297.l15 70.20 20,857.18 1,574.12 QQQ 34.456 346.73 11,946.65 -76.48",INVESTMENT_STATEMENT "Positions Ironwood Wealth Partners Account Individual - TOD ****9459 Statement period 02/01/2024 - 02/28/2024 Symbol Quantity Last Price Current Value Total Gain/Loss QQQ 26.763 433.61 11,604.92 7,363.54 BND 287.084 415.37 119,247.05 -1,448.80 SCHB 55.541 165.79 9,208.11 2,330.78 SCHD 276.791 325.84 90,190.57 -532.12 Your 2024 Form 1099 will be available online by January 31, 2025.",INVESTMENT_STATEMENT "Clearwater Investing Account Individual Brokerage Account XXX-XX-2101 Statement period 06/01/2026 - 06/31/2026 Beginning account value $841,944.49 Ending account value $814,951.83 Income summary This period Year to date Dividends 268.41 1,966.10 Interest 52.47 482.39 Realized gain/loss 330.16 Symbol Quantity Last Price Current Value Total Gain/Loss SCHD 120.812 462.65 55,893.70 8,736.17 QQQ 146.715 157.73 23,140.80 604.38 VTI 326.843 187.14 61,166.56 1,930.36 IVV 62.429 84.23 5,258.47 8,335.40 Quarterly Account Statement",INVESTMENT_STATEMENT "Investment Report Evergreen Brokerage Services Account Individual - TOD ***-**-2910 Statement period 09/01/2025 - 09/30/2025 Beginning account value $649,853.67 Ending account value $716,912.51 Income summary This period Year to date Dividends 714.66 7,410.16 Interest 61.50 114.85 Realized gain/loss -2,135.37 Symbol Quantity Last Price Current Value Total Gain/Loss AAPL 323.808 257.59 83,409.44 3,346.65 BND 187.011 61.63 11,525.71 5,904.29 MSFT 193.151 96.79 18,694.44 -924.04 IVV 321.794 339.45 109,234.02 -1,517.20 Securities offered through a member of FINRA/SIPC. Not FDIC insured.",INVESTMENT_STATEMENT "Positions Ironwood Wealth Partners Account Individual Brokerage Account ending in 2812 Statement period 12/01/2025 - 12/28/2025 Symbol Quantity Last Price Current Value Total Gain/Loss VOO 230.188 483.00 111,180.95 6,879.97 BND 177.560 259.23 46,028.32 4,101.47 IVV 249.556 289.58 72,267.62 7,830.31 MSFT 11.976 188.93 2,262.63 7,644.74 This statement is not a Form 1099. Keep it for your records. Securities offered through a member of FINRA/SIPC. Not FDIC insured.",INVESTMENT_STATEMENT "Quarterly Account Statement Ironwood Wealth Partners Account Joint WROS ending in 2675 Statement period 11/01/2022 - 11/30/2022 Beginning account value $502,679.72 Ending account value $496,440.33 Income summary This period Year to date Dividends 332.12 4,818.05 Interest 39.12 7.30 Realized gain/loss 7,771.58 Symbol Quantity Last Price Current Value Total Gain/Loss QQQ 42.327 494.05 20,911.43 -1,154.24 SCHD 11.555 388.28 4,486.57 7,446.21 AAPL 141.117 125.08 17,651.02 1,786.80 VOO 36.898 291.24 10,746.23 8,593.34 This statement is not a Form 1099. Keep it for your records. Securities offered through a member of FINRA/SIPC. Not FDIC insured.",INVESTMENT_STATEMENT "Quarterly Account Statement Clearwater Investing Account Joint WRO5 ending in 7268 Statement period 03/0l/2021 - 03/30/2021 Beginning account value $367,647.13 Endíng account valuc $381,019.37 Income summary This period Year to date Dividends 823.41 6,981.83 Interest 66.29 194.43 Realized gain/loss 7,312.52 5ymbol Quantity Last Price CurrentValue Total Gain/Loss IVV 387.956 23.71 9,199.39 2,1O5.25 SCHB 276.256 372.65 102,948.00 8,922.17 MSFT 188.667 162.17 30,595.31 1,404.43 VTI 101.553 460.47 46,761.94 8,616.42",INVESTMENT_STATEMENT "Investment Report Northstar Securities Account Joint WROS ending in 2194 Statement period 12/01/2025 - 12/28/2025 Beginning account value $267,887.99 Ending account value $290,264.10 Income summary This period Year to date Dividends 75.26 6,652.46 Interest 30.66 595.10 Realized gain/loss 8,569.17 Symbol Quantity Last Price Current Value Total Gain/Loss MSFT 247.933 461.79 114,492.68 2,132.41 IVV 217.191 313.54 68,098.74 8,182.77 VTI 283.628 377.99 107,207.20 -1,446.44 AAPL 111.415 461.92 51,464.16 6,366.43 Securities offered through a member of FINRA/SIPC. Not FDIC insured.",INVESTMENT_STATEMENT "Quarterly Account Statement Ironwood Wealth Partners Account Individual - TOD ****5049 Statement period 02/01/2021 - 02/28/2021 Beginning account value $860,087.27 Ending account value $807,092.14 Income summary This period Year to date Dividends 583.88 7,105.56 Interest 3.07 180.19 Realized gain/loss 1,635.71 Symbol Quantity Last Price Current Value Total Gain/Loss VOO 314.163 46.07 14,473.38 998.69 BND 158.518 227.39 36,045.74 155.36 AAPL 223.597 364.15 81,422.15 4,066.62 IVV 44.044 35.39 1,558.68 7,393.66 This statement is not a Form 1099. Keep it for your records. Securities offered through a member of FINRA/SIPC. Not FDIC insured.",INVESTMENT_STATEMENT "Quarterly Account Statement Ironwood Wealth Partners Account Individual - TOD ***-**-0111 Statement period 11/01/2022 - 11/28/2022 Beginning account value $172,115.72 Ending account value $169,327.72 Income summary This period Year to date Dividends 197.87 1,421.43 Interest 33.05 199.34 Realized gain/loss 1,973.76 Symbol Quantity Last Price Current Value Total Gain/Loss SCHB 140.483 94.67 13,299.31 5,596.37 AAPL 382.054 405.57 154,950.41 -1,523.08 SCHD 288.628 101.65 29,337.76 -75.35 MSFT 348.774 135.50 47,258.52 2,302.74 Tax reminder: amounts on this statement may differ from your Form 1099.",INVESTMENT_STATEMENT "Positions Ironwood Wealth Partners Account Individual Brokerage Account ***-**-0466 Statement period 07/01/2025 - 07/30/2025 Symbol Quantity Last Price Current Value Total Gain/Loss MSFT 26.011 93.83 2,440.72 7,583.34 QQQ 154.001 459.72 70,797.66 6,528.83 VTI 218.752 61.09 13,364.63 7,719.69 VOO 358.570 101.35 36,342.60 6,828.72 Tax reminder: amounts on this statement may differ from your Form 1099.",INVESTMENT_STATEMENT "Clearwater Investing Account Individual Brokerage Account XXX-XX-5073 Statement period 04/01/2025 - 04/31/2025 Beginning account value $151,130.98 Ending account value $143,236.27 Income summary This period Year to date Dividends 153.76 5,435.92 Interest 60.03 345.27 Realized gain/loss 88.05 Symbol Quantity Last Price Current Value Total Gain/Loss VOO 277.265 432.04 119,789.78 -1,651.64 SCHB 65.800 446.21 29,360.61 8,959.79 SCHD 360.028 65.91 23,728.88 1,945.33 BND 85.756 76.12 6,527.64 1,022.30 IRS Form 1099 information for 2025 will be mailed separately. Quarterly Account Statement",INVESTMENT_STATEMENT "Investment Report Ironwood Wealth Partners Account Individual - TOD XXX-XX-5822 Statement period 06/01/2024 - 06/31/2024 Beginning account value $51,795.67 Ending account value $56,987.54 Income summary This period Year to date Dividends 868.64 6,590.74 Interest 78.81 378.62 Realized gain/loss 6,987.71 Symbol Quantity Last Price Current Value Total Gain/Loss VOO 313.158 77.64 24,312.36 3,622.55 SCHB 44.017 342.31 15,067.41 2,869.66 IVV 100.411 318.32 31,962.64 -168.08 SCHD 195.418 136.17 26,610.60 4,147.00 Tax reminder: amounts on this statement may differ from your Form 1099. Securities offered through a member of FINRA/SIPC. Not FDIC insured.",INVESTMENT_STATEMENT "Investment Report Clearwater Investing Account Joint WROS ***-**-3216 Statement period 09/01/2021 - 09/28/2021 Beginning account value $526,511.29 Ending account value $546,819.49 Income summary This period Year to date Dividends 537.57 5,872.92 Interest 87.50 267.76 Realized gain/loss 8,219.98 Symbol Quantity Last Price Current Value Total Gain/Loss MSFT 90.057 53.33 4,802.46 -1,942.89 QQQ 243.595 306.43 74,644.84 -606.99 SCHD 157.461 288.82 45,477.98 4,599.41 IVV 33.976 44.29 1,504.86 3,703.29 IRS Form 1099 information for 2021 will be mailed separately.",INVESTMENT_STATEMENT "Symbol Description Quantity Price Market Value Cost Basis Gain/Loss BND ISHARES CORE S&P 500 286.21 435.10 20278.04 22795.20 1179.22 QQQ VANGUARD TOTAL STOCK MKT ETF 318.19 395.30 12674.79 64367.17 -2060.78 SCHD VANGUARD TOTAL STOCK MKT ETF 8.17 354.05 16045.91 60073.21 4751.73 VTI ISHARES CORE S&P 500 125.99 21.07 29055.79 19082.68 -1373.84",INVESTMENT_STATEMENT "Downloaded 18/06/2022 Trade Date Transaction Type Investment Name Shares Share Price Net Amount 20/12/2022 Reinvestment Total Bond Market ETF 15.80 317.32 3049.85 12/18/2022 Dividend 500 Index Admiral 58.80 331.10 6128.54 2022-01-19 Reinvestment Total Bond Market ETF 3.04 150.44 1956.86 2022-05-27 Reinvestment Total Bond Market ETF 97.70 35.55 -5427.77",INVESTMENT_STATEMENT "Symbol Description Quantity Price Market Value Cost Basis Gain/Loss BND APPLE INC 2O8.05 432.86 3834.89 50835.98 7785.67 AAPL MONEY MARKET 299.56 73.71 18856.31 73986.63 6616.57 MSFT ISHARES C0RE S&P 5O0 390.35 364.68 76261.55 29698.93 2584.72",INVESTMENT_STATEMENT "Summit Investments Account Individual Brokerage Account ****1659 Statement period 10/01/2021 - 10/31/2021 Symbol Quantity Last Price Current Value Total Gain/Loss IVV 324.390 288.02 93,430.40 7,796.75 SCHB 357.673 43.80 15,665.61 2,647.87 VOO 255.783 61.55 15,742.43 4,467.66 VTI 389.994 90.03 35,109.61 4,986.03 Positions",INVESTMENT_STATEMENT "Positions Ironwood Wealth Partners Account Individual Brokerage Account ***-**-2909 Statement period 03/01/2022 - 03/30/2022 Symbol Quantity Last Price Current Value Total Gain/Loss BND 42.440 409.25 17,368.46 444.16 VTI 377.777 140.08 52,918.34 -607.25 VOO 120.320 273.85 32,949.07 3,652.42 MSFT 43.594 131.99 5,753.78 -1,205.37 IRS Form 1099 information for 2022 will be mailed separately. Securities offered through a member of FINRA/SIPC. Not FDIC insured.",INVESTMENT_STATEMENT "Investment Report Clearwater Investing Account Joint WROS XXXXX6652 Statement period 01/01/2022 - 01/31/2022 Beginning account value $621,308.23 Ending account value $613,933.83 Income summary This period Year to date Dividends 407.95 6,887.99 Interest 32.88 511.62 Realized gain/loss 5,451.02 Symbol Quantity Last Price Current Value Total Gain/Loss VTI 82.456 72.93 6,013.64 1,893.82 BND 221.957 225.90 50,139.67 3,013.54 AAPL 173.539 115.19 19,989.35 8,486.41 SCHB 218.940 259.75 56,868.92 4,877.28",INVESTMENT_STATEMENT "Positions Evergreen Brokerage Services Account Individual Brokerage Account ending in 8487 Statement period 07/01/2025 - 07/30/2025 Symbol Quantity Last Price Current Value Total Gain/Loss VTI 327.913 50.69 16,620.57 4,938.01 VOO 223.769 124.59 27,879.95 6,319.04 MSFT 286.132 177.13 50,682.20 2,174.91 IVV 105.593 176.74 18,662.57 5,151.98 This statement is not a Form 1099. Keep it for your records.",INVESTMENT_STATEMENT "Brokerage Account ...6253 - Activity Symbol Description Quantity Price Market Value Cost Basis Gain/Loss SCHD APPLE INC 189.34 220.88 25882.22 38978.89 6353.52 BND ISHARES CORE S&P 500 356.89 475.88 4492.35 38478.05 7270.42 SPAXX** APPLE INC 385.46 446.24 72878.38 48494.67 7710.13 SCHD ISHARES CORE S&P 500 317.28 339.02 4061.70 46138.58 3985.10 MSFT APPLE INC 6.16 204.42 55221.40 38766.98 -7233.59",INVESTMENT_STATEMENT "Symbol Description Quantity Price Market Value Cost Basis Gain/Loss BND MONEY MARKET 196.69 34.27 24198.70 48303.38 1224.46 SPAXX** MONEY MARKET 125.91 275.40 3192.29 50886.31 3826.69 AAPL MONEY MARKET 160.11 258.61 46378.42 54311.60 -265.66 VTI MONEY MARKET 252.11 468.25 33153.96 74084.14 -3997.25 SPAXX** APPLE INC 107.35 277.82 77087.82 26440.06 -3963.24 QQQ VANGUARD TOTAL STOCK MKT ETF 25.98 213.55 29630.87 39306.90 3011.62 VTI ISHARES CORE S&P 500 109.42 101.60 29247.98 75525.51 3335.47 QQQ VANGUARD TOTAL STOCK MKT ETF 254.77 374.01 26025.38 10406.10 4055.66",INVESTMENT_STATEMENT "Clearwater Investing Account Individual Brokerage Account ****8485 Statement period 10/01/2021 - 10/31/2021 Beginning account value $376,517.25 Ending account value $347,981.81 Income summary This period Year to date Dividends 638.24 5,044.57 Interest 73.05 70.54 Realized gain/loss 5,714.79 Symbol Quantity Last Price Current Value Total Gain/Loss IVV 20.052 372.88 7,477.01 6,555.55 AAPL 1.891 144.86 273.95 3,753.18 MSFT 170.067 50.27 8,548.46 8,511.40 QQQ 281.943 77.23 21,773.96 8,618.75",INVESTMENT_STATEMENT "Charity Auction Receipt St. Brendan Parish Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Jamie K. Nguyen 2025-03-04 $388.97 $164.24 $224.73 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Riverbend Public Library Foundation Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Riley Nguyen January3, 2023 S33l.73 $106.28 $225.45 The deductible amount is limited to the excess of your payment over the value of goods and services received. Event Registration Receipt",DONATION_RECORD "Gala Ticket Receipt Greenway Animal Rescue Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Olivia Sato 06/11/2023 $464.99 $154.93 $310.06 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Sample Community Food Bank Attcndee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Sofia E. Romero 7/11/22 S94.71 $42.13 $52.58 The deductible amount is limited to the excess of your paymentover the valuc of goods and servíces received. Event Registration Receipt",DONATION_RECORD "Event Registration Receipt St. Brendan Parish Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Taylor A. Larsen 2026-08-26 $132.91 $48.60 $84.30 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Event Registration Receipt Riverbend Public Library Foundation Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Hiro E. Sato 08/27/2024 $317.64 $146.36 $171.28 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Hope Harbor Shelter Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Mateo Lindqvist November 12, 2023 $361.04 $211.16 $149.88 The deductible amount is limited to the excess of your payment over the value of goods and services received. Charity Auction Receipt",DONATION_RECORD "Sample Community Food Bank Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Jordan Sato 10/6/22 $207.01 $61.70 $145.31 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Greenway Animal Rescue Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Taylor Moreau 2022-03-12 $318.26 $100.91 $217.34 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Charity Auction Receipt Riverbend Public Library Foundation Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Olivia Brennan July 24, 2022 $407.95 $148.15 $259.80 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Riverbend Public Library Foundation Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Riley K. Fischer 09/27/2024 $343.18 $175.90 $167.28 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Gala Ticket Receipt St. Brendan Parish Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Amara Brennan 7/21/25 $136.21 $35.56 $100.65 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Gala Ticket Receipt Sample Community Food Bank Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Olivia L. Rivera June 7, 2021 $440.94 $189.09 $251.84 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Charity Auction Receipt Hope Harbor Shelter Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Jordan Lindqvist 2023-02-12 $86.28 $36.13 $50.14 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Charity Auction Receipt Riverbend Public Library Foundation Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Diego A. Nguyen 5/5/21 $262.61 $75.77 $186.84 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Gala Ticket Receipt Sample Community Food Bank Attendee Event date Amount paid Fair market value of dinner and entertainment Deductible portion Hiro Testcase 08/07/2024 $232.91 $96.34 $136.57 The deductible amount is limited to the excess of your payment over the value of goods and services received.",DONATION_RECORD "Evergreen Brokerage Services Account,XXXXX6901 Recipient,Diego Haddad Payer's Federal ID number,88-4530036 Copy B for Recipient OMB No. 1545-0715 Page 3 of 21 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""51,595.00"",""34,933.34"",0.00,""6,489.46"" Long,D (basis reported to the IRS),""2,823.91"",""45,680.87"",0.00,""1,784.44"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "2026 Tax Information Statement Ironwood Wealth Partners Account,****4501 Recipient,Wei Brennan Payer's Federal ID number,88-6204375 Copy B for Recipient OMB No. 1545-0715 Page 3 of 15 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""7,182.02"" 1b Qualified dividends,""3,856.11"" 2a Total capital gain distributions,""1,388.46"" 1099-INT Interest Income 1 Interest income,171.76 1099-MISC Miscellaneous Information 3 Other income,118.61 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""76,616.86"",""67,508.14"",0.00,""4,501.86"" Long,D (basis reported to the IRS),""55,530.14"",""49,108.88"",0.00,""14,326.41"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Tax Reporting Statement Ironwood Wealth Partners Account,XXX-XX-1352 Recipient,Priya Patel Payer's Federal ID number,24-4204378 Copy B for Recipient OMB No. 1545-0715 Page 2 of 21 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""5,852.46"" 1b Qualified dividends,916.06 2a Total capital gain distributions,""1,115.99"" 1099-INT Interest Income 1 Interest income,387.33 1099-MISC Miscellaneous Information 3 Other income,23.21 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "2025 Consolidated Form 1099 Northstar Securities Account,***-**-2233 Recipient,Sofia Testcase Payer's Federal ID number,16-1085463 Copy B for Recipient OMB No. 1545-0715 Page 2 of 10 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""3,187.68"" 1b Qualified dividends,""6,429.52"" 2a Total capital gain distributions,""1,652.40"" 1099-INT Interest Income 1 Interest income,823.68 1099-MISC Miscellaneous Information 3 Other income,177.66 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "2026 Tax Information Statement Evergreen Brokerage Services Account,***-**-0075 Recipient,Jordan Brennan Payer's Federal ID number,68-6371452 Copy B for Recipient OMB No. 1545-0715 Page 1 of 22 1099-B 5ummary ofProceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""47,2l7.16"",""78,892.24"",0.00,""-3,582.23"" Long,D (basis reported to the IRS),637.00,""75,094.70"",0.00,66.17 This is important tax information and is beíng fumished to the Internal RevenueServíce.",1099 "Form 1099 Composite & Year-End Summary Ironwood Wealth Partners Account,****0459 Recipient,Sofia R. Moreau Payer's Federa1 ID number,17-1579762 Copy B for Rccipient 0MB No. 1545-0715 Page 1 of 26 1099-DIV Dividends and Distributions 1a Tota1 ordinary dividends,565.72 1b Qua1ified dividends,283.56 2a Total capital gain distributions,676.00 1099-INT InterestIncome 1 Interest income,3.37 1099-MISC Miscellaneous Information 3 0ther income,169.67 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss 5hort,A(basís reported to the IRS),""26,875.34"",""3,446.93"",O.00,924.75 Long,D (basis reported to the IRS),""43,08l.18"",""69,954.98"",0.00,""24,504.26"" This is important tax information andis being fumished to the Intemal Revenue Service.",1099 "Evergreen Brokerage Services Account,XXXXX8434 Recipient,Mateo Okafor Payer's Federal ID number,95-4012669 Copy B for Recipient OMB No. 1545-0715 Page 2 of 17 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""3,763.80"" 1b Qualified dividends,""2,394.38"" 2a Total capital gain distributions,""2,072.90"" 1099-INT Interest Income 1 Interest income,350.25 1099-MISC Miscellaneous Information 3 Other income,0.26 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""7,752.80"",""12,346.94"",0.00,""3,506.69"" Long,D (basis reported to the IRS),""51,652.09"",""24,561.64"",0.00,""3,507.02"" This is important tax information and is being furnished to the Internal Revenue Service. 2021 Consolidated Form 1099",1099 "2024 Tax Information Statement Northstar Securities Account,****5120 Recipient,Taylor Lindqvist Payer's Federal ID number,94-3126473 Copy B for Recipient OMB No. 1545-0715 Page 3 of 20 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""3,762.75"" 1b Qualified dividends,""4,558.79"" 2a Total capital gain distributions,""2,070.04"" 1099-INT Interest Income 1 Interest income,898.11 1099-MISC Miscellaneous Information 3 Other income,184.18 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "2025 Consolidated Form 1099 Evergreen Brokerage Services Account,****6073 Recipient,Wei Romero Payer's Federal ID number,81-1007862 Copy B for Recipient OMB No. 1545-0715 Page 3 of 23 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""3,619.30"" 1b Qualified dividends,""3,548.77"" 2a Total capital gain distributions,400.51 1099-INT Interest Income 1 Interest income,43.54 1099-MISC Miscellaneous Information 3 Other income,3.30 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Form 1099 Composite & Year-End Summary Northstar Securities Account,****0877 Recipient,Amara Kowalski Payer's Federal ID number,15-2236580 Copy B for Recipient OMB No. 1545-0715 Page 3 of 8 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""4,449.74"" 1b Qualified dividends,""6,665.52"" 2a Total capital gain distributions,278.69 1099-INT Interest Income 1 Interest income,369.47 1099-MISC Miscellaneous Information 3 Other income,113.79 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Tax Reporting Statement Northstar Securities Account,ending in 6963 Recipient,Mateo Tanaka Payer's Federal ID number,55-1570816 Copy B for Recipient OMB No. 1545-0715 Page 3 of 12 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""6,046.95"" 1b Qualified dividends,""5,061.99"" 2a Total capital gain distributions,""1,360.56"" 1099-INT Interest Income 1 Interest income,101.06 1099-MISC Miscellaneous Information 3 Other income,194.64 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""77,049.93"",""52,933.36"",0.00,896.71 Long,D (basis reported to the IRS),""57,541.62"",""57,856.03"",0.00,""-3,092.64"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Tax Reporting Statement Evergreen Brokerage Services Account,****5995 Recipient,Jordan Testcase Payer's Federal ID number,72-8054194 Copy B for Recipient OMB No. 1545-0715 Page 2 of 17 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""5,230.98"" 1b Qualified dividends,313.41 2a Total capital gain distributions,""1,417.06"" 1099-INT Interest Income 1 Interest income,234.44 1099-MISC Miscellaneous Information 3 Other income,82.63 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "2026 Consolidated Form 1099 Evergreen Brokerage Services Account,XXX-XX-1282 Recipient,Avery L. Lindqvist Payer's Federal ID number,48-8452582 Copy B for Recipient OMB No. 1545-0715 Page 1 of 18 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""88,292.74"",""85,487.90"",0.00,""6,262.41"" Long,D (basis reported to the IRS),""17,107.65"",""5,562.19"",0.00,""27,664.10"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "2025 Tax Information Statement Summit Investments Account,XXXXX2751 Recipient,Mateo Nguyen Payer's Federal ID number,48-9341739 Copy B for Recipient OMB No. 1545-0715 Page 1 of 17 1099-DIV Dividends and Distributions 1a Total ordinary dividends,72.01 1b Qualified dividends,""2,413.24"" 2a Total capital gain distributions,""1,614.56"" 1099-INT Interest Income 1 Interest income,410.49 1099-MISC Miscellaneous Information 3 Other income,155.40 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""83,671.94"",""41,976.25"",0.00,""2,028.64"" Long,D (basis reported to the IRS),""40,174.79"",""7,841.82"",0.00,""26,966.83"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Form 1099 Composite & Year-End Summary Summit Investments Account,***-**-8280 Recipient,Jordan K. Brennan Payer's Federal ID number,89-1436122 Copy B for Recipient OMB No. 1545-0715 Page 2 of 20 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""6,913.53"" 1b Qualified dividends,""2,771.52"" 2a Total capital gain distributions,778.26 1099-INT Interest Income 1 Interest income,294.51 1099-MISC Miscellaneous Information 3 Other income,11.23 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Tax Reporting Statement Northstar Securities Account,XXXXX1085 Recipient,Olivia Moreau Payer's Federal ID number,93-2174394 Copy B for Recipient OMB No. 1545-0715 Page 3 of 25 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""6,363.83"" 1b Qualified dividends,""3,678.00"" 2a Total capital gain distributions,""1,533.24"" 1099-INT Interest Income 1 Interest income,649.78 1099-MISC Miscellaneous Information 3 Other income,167.16 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Tax Reporting Statement Clearwater Investing Account,XXX-XX-6422 Recipient,Jordan Testcase Payer's Federal ID number,95-7330482 Copy B for Recipient OMB No. 1545-0715 Page 2 of 17 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""21,176.77"",""70,388.05"",0.00,""7,979.69"" Long,D (basis reported to the IRS),""23,846.39"",""15,275.41"",0.00,""4,746.61"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Tax Reporting Statement Summit Investments Account,XXX-XX-8364 Recipient,Hiro K. Walsh Payer's Federal ID number,44-3992009 Copy B for Recipient OMB No. 1545-0715 Page 3 of 24 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""62,797.51"",""41,826.30"",0.00,""5,123.88"" Long,D (basis reported to the IRS),""18,377.76"",""53,938.50"",0.00,""19,559.55"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Ironwood Wealth Partners Account,XXX-XX-0147 Recipient,Morgan C. Tanaka Payer's Federa1 ID number,35-8335424 Copy B for Recípient OMBNo. 1545-0715 Page 3 of 20 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""3,708.22"" 1b Qualified dividends,""5,617.55"" 2a Total capital gain distributions,""2,600.67"" 1099-INT Interest Income 1 Interest income,81.60 1099-MISC Miscel1aneous Information 3 Other income,13.62 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withho1ding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowcd,Net gain or loss Short,A (basís rcported to the IRS),""72,312.74"",""79,227.62"",0.00,""1,691.24"" Long,D (basis reported to the IRS),""44,935.85"",""5,759.31"",0.00,""11,875.86"" This is important tax information and is beingfumished to the Intemal Revenue Service. Form1099 Composite & Year-End 5ummary",1099 "Tax Reporting Statement Clearwater Investing Account,XXXXX4147 Recipient,Sofia Moreau Payer's Federal ID number,71-9293701 Copy B for Recipient OMB No. 1545-0715 Page 1 of 20 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""22,692.38"",""67,517.69"",0.00,-717.79 Long,D (basis reported to the IRS),""87,504.44"",""83,466.67"",0.00,""6,339.57"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Tax ReportingStatement Evergreen Brokerage Services Account,XXX-XX-4058 Recipient,Avery Larsen Payer's Federal ID number,22-9667889 Copy B for Recipient OMB No. 1545-O715 Page 3 of 14 l099-DIV Dividends and Distributions 1a Total ordinary dividends,""5,154.70"" 1b Qualified dividends,""4,401.86"" 2a Total capítal gaindistributions,""2,401.48"" 1099-INT Interest Income 1 Interestincome,700.64 1099-MI5C Miscellaneous Information 3 Other income,176.35 1099-B 5ummary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Procceds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""11,948.87"",""68,132.36"",0.00,""1,992.47"" Long,D (basis reported to the IRS),""17,511.06"",""55,850.40"",0.00,""4,812.72"" This is important tax information and is bcing fumished to the Intema1 Revenue Service.",1099 "2025 Tax Information Statement Evergreen Brokerage Services Account,***-**-8491 Recipient,Wei Okafor Payer's Federal ID number,83-7512996 Copy B for Recipient OMB No. 1545-0715 Page 2 of 17 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""6,632.26"" 1b Qualified dividends,""2,154.10"" 2a Total capital gain distributions,908.62 1099-INT Interest Income 1 Interest income,236.74 1099-MISC Miscellaneous Information 3 Other income,114.40 This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Tax Reporting Statement Evergreen Brokerage Services Account,XXX-XX-4351 Recipient,Diego Testcase Payer's Federal ID number,55-6321041 Copy B for Recipient OMB No. 1545-0715 Page 1 of 25 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""49,802.59"",""50,212.43"",0.00,""-1,319.14"" Long,D (basis reported to the IRS),""68,509.06"",""13,748.51"",0.00,""20,197.22"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Form 1099 Composite & Year-End Summary Ironwood Wealth Partners Account,ending in 2943 Recipient,Olivia K. Sato Payer's Federal ID number,81-7169678 Copy B for Recipient OMB No. 1545-0715 Page 3 of 22 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""7,222.79"" 1b Qualified dividends,""7,035.02"" 2a Total capital gain distributions,133.93 1099-INT Interest Income 1 Interest income,265.82 1099-MISC Miscellaneous Information 3 Other income,170.14 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""32,072.86"",""73,326.02"",0.00,""7,740.35"" Long,D (basis reported to the IRS),""60,900.51"",""85,996.66"",0.00,""22,358.56"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Summit Investments Account,XXX-XX-0495 Recipient,Avery M. Tanaka Payer's Federal ID number,61-8826096 Copy B for Recipient OMB No. 1545-0715 Page 3 of 29 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""70,483.59"",""86,571.32"",0.00,539.08 Long,D (basis reported to the IRS),""67,844.37"",""69,375.49"",0.00,""23,273.85"" This is important tax information and is being furnished to the Internal Revenue Service. Form 1099 Composite & Year-End Summary",1099 "Ironwood Wealth Partners Account,***-**-0519 Recipient,Casey L. Patel Payer's Federal ID number,72-8126733 Copy B for Recipient OMB No. 1545-0715 Page 1 of 21 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""7,610.72"" 1b Qualified dividends,""2,898.54"" 2a Total capital gain distributions,652.35 1099-INT Interest Income 1 Interest income,187.20 1099-MISC Miscellaneous Information 3 Other income,190.09 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""25,486.22"",""30,565.78"",0.00,""-4,832.37"" Long,D (basis reported to the IRS),""89,883.51"",""34,653.50"",0.00,""12,569.24"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Form 1099 Composite & Year-End Summary Clearwater Investing Account,***-**-2794 Recipient,Olivia L. Castillo Payer's Federal ID number,28-4954217 Copy B for Recipient OMB No. 1545-0715 Page 2 of 11 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""72,925.42"",""49,763.85"",0.00,""5,766.63"" Long,D (basis reported to the IRS),""85,182.36"",""9,295.31"",0.00,""19,546.28"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "2026 Consolidated Form 1099 Evergreen Brokerage Services Account,XXXXX5152 Recipient,Sofia J. Walsh Payer's Federal ID number,79-4865853 Copy B for Recipient OMB No. 1545-0715 Page 1 of 26 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""79,531.56"",""64,773.93"",0.00,""8,855.20"" Long,D (basis reported to the IRS),""63,435.90"",""47,797.28"",0.00,""14,822.11"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Summit Investments Account,XXX-XX-1813 Recipient,Kwame Castillo Payer's Federal ID number,79-3446200 Copy B for Recipient OMB No. 1545-0715 Page 2 of 26 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""8,939.29"" 1b Qualified dividends,""7,968.22"" 2a Total capital gain distributions,922.11 1099-INT Interest Income 1 Interest income,172.43 1099-MISC Miscellaneous Information 3 Other income,181.65 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""20,687.10"",""39,320.98"",0.00,-662.57 Long,D (basis reported to the IRS),""25,366.06"",""20,044.82"",0.00,""6,696.20"" This is important tax information and is being furnished to the Internal Revenue Service. Form 1099 Composite & Year-End Summary",1099 "2023 Tax Information Statement Clearwater Investing Account,XXXXX6798 Recipient,Jordan R. Patel Payer's Federal ID number,47-3943178 Copy B for Recipient OMB No. 1545-0715 Page 3 of 28 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""7,533.21"" 1b Qualified dividends,""2,521.92"" 2a Total capital gain distributions,41.18 1099-INT Interest Income 1 Interest income,506.00 1099-MISC Miscellaneous Information 3 Other income,31.12 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""75,505.38"",""86,040.61"",0.00,""7,404.58"" Long,D (basis reported to the IRS),""5,523.73"",""36,352.73"",0.00,""27,738.65"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Northstar Securíties Account,***-**-9115 Recipient,Kwame B. Rivera Payer's Federal ID number,76-3l99920 Copy B for Rccipient OMB No. 1545-0715 Page 2 of 19 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""7,171.63"" 1b Qualified dividends,""3,730.69"" 2a Total capitalgain distributions,""1,346.68"" 1099-INT Interest Income 1 Interest income,433.00 1099-MI5C Miscellaneous Information 3 Other income,164.42 This is important tax information and is being furnished to the Internal Revenue 5ervice.",1099 "Tax Reporting Statement Ironwood Wealth Partners Account,ending in 9356 Recipient,Fatima Moreau Payer's Federal ID number,58-3188844 Copy B for Recipient OMB No. 1545-0715 Page 1 of 30 1099-DIV Dividends and Distributions 1a Total ordinary dividends,""4,353.89"" 1b Qualified dividends,""6,249.66"" 2a Total capital gain distributions,""2,779.11"" 1099-INT Interest Income 1 Interest income,331.15 1099-MISC Miscellaneous Information 3 Other income,60.50 1099-B Summary of Proceeds, Gains & Losses, Adjustments and Withholding Term,Form 8949 type,Proceeds,Cost basis,Wash sale loss disallowed,Net gain or loss Short,A (basis reported to the IRS),""14,745.22"",""40,678.57"",0.00,""-2,291.97"" Long,D (basis reported to the IRS),""44,108.89"",""5,113.69"",0.00,""2,130.63"" This is important tax information and is being furnished to the Internal Revenue Service.",1099 "Credit Card Transactions Transaction Date Post Date Description Category Type Amount Memo 23/05/2026 04/19/2026 COSTCO WHSE #412 Gas Sale -117.81 2026-08-01 2026-08-20 AMAZON MKTPLACE Gas Sale -499.89 06/06/2026 09/09/2026 SHELL OIL 5741 Shopping Sale -496.28",CREDIT_CARD_STATEMENT "Bluewater Bank Card Center Account ending in 5018 Opening/Closing Date 05/01/2023 - 05/28/2023 Account Summary Previous Balance $6,255.23 Payments, Credits -$6,255.23 Purchases $2,732.08 Fees Charged $0.00 Interest Charged $88.79 New Balance $5,667.81 Minimum Payment Due $189.85 Payment Due Date 8/13/23 Purchase APR 25.39% Trans Date Description Amount 12/25 TARGET T-2231 471.67 06/10 HOME DEPOT 0612 657.28 09/22 DELTA AIR LINES 86.75 12/23 UBER TRIP 485.77 03/28 TARGET T-2231 539.35",CREDIT_CARD_STATEMENT "Northwind Card Member Services Account ending in 3232 Opening/Closing Date 06/01/2023 - 06/30/2023 Account Summary Previous Balance $551.36 Payments, Credits -$551.36 Purchases $1,713.23 Fees Charged $0.00 Interest Charged $79.75 New Balance $3,469.89 Minimum Payment Due $58.07 Payment Due Date 06/11/2023 Purchase APR 20.85% Trans Date Description Amount 03/08 SHELL OIL 5741 456.78 11/16 NETFLIX.COM 568.00 10/02 WHOLE FOODS #1021 550.96 04/25 SHELL OIL 5741 191.58 07/09 UBER TRIP 532.64 02/05 TARGET T-2231 487.94",CREDIT_CARD_STATEMENT "Cash Back Mastercard Summit Card Services Account ending in 7157 Opening/Closing Date 11/01/2023 - 11/30/2023 Account Summary Previous Balance $1,019.02 Payments, Credits -$1,019.02 Purchases $1,229.40 Fees Charged $0.00 Interest Charged $32.11 New Balance $4,324.14 Minimum Payment Due $62.12 Payment Due Date 2023-11-15 Purchase APR 21.14% Trans Date Description Amount 06/23 COSTCO WHSE #412 236.44 09/04 NETFLIX.COM 157.77 05/25 NETFLIX.COM 807.02 02/05 AMAZON MKTPLACE 384.67 07/24 STARBUCKS #11872 221.86 10/06 WHOLE FOODS #1021 735.59 04/03 AMAZON MKTPLACE 853.55",CREDIT_CARD_STATEMENT "Rewards Visa Signature 2021 Year-End Summary Bluewater Bank Card Center Category Transactions Total Gas 77 2,862.15 Groceries 43 4,412.00 Travel 80 2,928.29 Dining 3 7,350.30 Total purchases this year $41,613.72 Total interest charged this year $825.65 This summary is provided for your records and is not a tax form.",CREDIT_CARD_STATEMENT "Travel Rewards Visa 2026 Year-End Summary Northwind Card Member Services Category Transactions Total Gas 53 2,264.71 Groceries 62 2,331.29 Dining 33 1,707.37 Travel 73 7,136.41 Total purchases this year 42,375.82 Total interest charged this year 228.58 This summary is provided for your records and is not a tax form.",CREDIT_CARD_STATEMENT "Trans. Date Post Date Description Amount Category 01/11/2025 14/07/2025 AUTOPAY PAYMENT - THANK YOU -873.09 Restaurants 05/04/2025 2025-11-04 TARGET T-2231 139.63 Merchandise 2025-06-07 22/05/2025 UBER TRIP 288.69 Merchandise",CREDIT_CARD_STATEMENT "Card ending in 9193 - Activity Date Description Card Member Account # Amount 11/04/2021 COSTCO WHSE #412 MATEO K. SATO -74039 181.67 2021-12-12 AMAZON MKTPLACE MORGAN ADEYEMI -89929 166.70 20/12/2021 WHOLE FOODS #1021 SOFIA OKAFOR -89457 527.42 2021-01-27 NETFLIX.COM AMARA LARSEN -60446 669.95 24/08/2021 HOME DEPOT 0612 HIRO TANAKA -64220 831.62 23/11/2021 DELTA AIR LINES OLIVIA LINDQVIST -93754 310.47",CREDIT_CARD_STATEMENT "Harbor Card Services Account ending in 4350 Opening/Closing Date 07/01/2025 - 07/31/2025 Account Summary Previous Balance $4,024.53 Payments, Credits -$4,024.53 Purchases $1,300.91 Fees Charged $0.00 Interest Charged $78.61 New Balance $3,882.60 Minimum Payment Due $150.01 Payment Due Date 09/25/2025 Purchase APR 27.76% Trans Date Description Amount 06/17 HOME DEPOT 0612 133.82 07/18 WHOLE FOODS #1021 418.02 03/14 STARBUCKS #11872 886.32 01/15 CVS/PHARMACY 0832 5.14 06/07 SHELL OIL 5741 548.25 11/28 COSTCO WHSE #412 785.73",CREDIT_CARD_STATEMENT "Downloaded 2023-02-20 Transaction Date Post Date Description Category Type Amount Memo 2023-10-25 26/04/2023 DELTA AIR LINES Travel Sale -324.63 2023-07-16 03/02/2023 CVS/PHARMACY 0832 Groceries Return -403.64 10/18/2023 04/21/2023 UBER TRIP Shopping Sale -304.30 11/24/2023 11/02/2023 HOME DEPOT 0612 Gas Sale -551.58 06/17/2023 07/07/2023 CVS/PHARMACY 0832 Gas Sale 36.32 2023-08-25 13/05/2023 NETFLIX.COM Food & Drink Return -408.48 11/20/2023 09/26/2023 NETFLIX.COM Food & Drink Sale -233.02 01/01/2023 12/05/2023 DELTA AIR LINES Shopping Sale -40.82",CREDIT_CARD_STATEMENT "Cash Back Mastercard Harbor Card Services Account ending in 7076 Opening/Closing Date 10/01/2021 - 10/28/2021 Account Summary Previous Balance $6,883.05 Payments, Credits -$6,883.05 Purchases $211.75 Fees Charged $0.00 Interest Charged $68.93 New Balance $4,142.73 Minimum Payment Due $97.47 Payment Due Date November 21, 2021 Purchase APR 25.21% Trans Date Description Amount 07/07 TARGET T-2231 865.48 01/04 CVS/PHARMACY 0832 430.70 07/22 COSTCO WHSE #412 395.55 03/06 HOME DEPOT 0612 49.77 11/16 COSTCO WHSE #412 672.25 Late Payment Warning: If we do not receive your minimum payment by the date listed above, you may have to pay a late fee.",CREDIT_CARD_STATEMENT "Everyday Cash Card Northwind Card Member Services Account ending in 7612 Opening/Closing Date 01/01/2022 - 01/30/2022 Account Summary Previous Balance $6,931.06 Payments, Credits -$6,931.06 Purchases $1,271.47 Fees Charged $0.00 Interest Charged $37.63 New Balance $4,945.48 Minimum Payment Due $80.53 Payment Due Date 9/27/22 Purchase APR 27.32% Trans Date Description Amount 05/04 CVS/PHARMACY 0832 737.54 06/08 COSTCO WHSE #412 589.12 05/13 AMAZON MKTPLACE 161.47 05/01 DELTA AIR LINES 146.69",CREDIT_CARD_STATEMENT "Card ending in 6162 - Activity Trans. Date Post Date Description Amount Category 01/07/2022 07/17/2022 STARBUCKS #11872 356.87 Payments and Credits 11/16/2022 26/09/2022 AUTOPAY PAYMENT - THANK YOU 698.43 Restaurants 12/10/2022 2022-09-08 DELTA AIR LINES 432.90 Restaurants 04/16/2022 2022-08-17 SHELL OIL 5741 466.78 Merchandise 08/12/2022 2022-02-06 AMAZON MKTPLACE 593.79 Payments and Credits 04/11/2022 2022-01-11 UBER TRIP 423.84 Restaurants 20/08/2022 05/09/2022 TARGET T-2231 -765.61 Payments and Credits",CREDIT_CARD_STATEMENT "Travel Rewards Visa Northwind Card Member Services Account ending in 8460 Opening/Closing Date 09/01/2024 - 09/30/2024 Account Summary Previous Balance $5,752.39 Payments, Credits -$5,752.39 Purchases $1,028.08 Fees Charged $0.00 Interest Charged $91.18 New Balance $1,992.54 Minimum Payment Due $103.69 Payment Due Date 05/09/2024 Purchase APR 27.10% Trans Date Description Amount 09/09 COSTCO WHSE #412 284.58 06/20 HOME DEPOT 0612 657.67 07/01 STARBUCKS #11872 303.94 05/01 WHOLE FOODS #1021 30.46 Late Payment Warning: If we do not receive your minimum payment by the date listed above, you may have to pay a late fee.",CREDIT_CARD_STATEMENT "Rewards Visa Signature Harbor Card Services Account ending in 9304 Opening/Closing Date 05/01/2026 - 05/30/2026 Account Summary Prcvious Balance S6,840.98 Payments, Credíts -$6,840.98 Purchases $2,942.33 Fces Charged $0.00 Interest Charged $l18.47 New Balance $1,152.65 Minimum Payment Due $85.22 Payment Due Date 03/03/2026 Purchase APR 21.83% Trans Date Description AmountO5/15SHELL OIL 5741 66.31 12/12 UBER TRIP 73.O2 07/25 NETFLIX.COM 203.91 09/10 TARGET T-2231 627.9O 06/14 AMAZON MKTPLACE 163.64",CREDIT_CARD_STATEMENT "World Elite Mastercard Harbor Card Services Account ending in 6907 Opening/Closing Date 02/01/2023 - 02/28/2023 Account Summary Previous Balance $6,606.94 Payments, Credits -$6,606.94 Purchases $1,453.05 Fees Charged $0.00 Interest Charged $76.00 New Balance $672.62 Minimum Payment Due $48.16 Payment Due Date 8/16/23 Purchase APR 18.10% Trans Date Description Amount 06/24 STARBUCKS #11872 338.94 04/24 SHELL OIL 5741 537.46 06/08 NETFLIX.COM 804.37 07/18 CVS/PHARMACY 0832 218.98 11/07 TARGET T-2231 312.47 Late Payment Warning: If we do not receive your minimum payment by the date listed above, you may have to pay a late fee.",CREDIT_CARD_STATEMENT "Summit Card Services Category Transactions Total Travel 69 6,962.39 Dining 72 2,962.31 Gas 71 2,003.86 Groceries 71 5,583.55 Total purchases this year 48,282.49 Total interest charged this year 387.32 This summary is provided for your records and is not a tax form.",CREDIT_CARD_STATEMENT "Credit Card Transactions Trans. Date Post Date Description Amount Category 03/25/202l 12/07/2021 COSTCOWHSE #412 172.09 Merchandise 2021-07-24 2021-09-09 COSTCO WHSE #4l2 785.31 Merchandise 10/19/2021 2021-01-10 DELTA AIR LINES 569.26 Rcstaurants 03/05/2021 11/08/2021 STARBUCKS #11872 738.82Restaurants 09/04/2021 10/21/2021 AUTOPAY PAYMENT - THANK YOU 492.09 Payments and Credits 06/01/2021 2021-04-01 DELTA AIR LINES 885.94 Restaurants 2021-09-05 2021-03-06 CO5TCO WHSE #412 225.67 Merchandise",CREDIT_CARD_STATEMENT "Platinum Card Atlas Card Services Account ending in 4031 Opening/Closing Date 11/01/2022 - 11/28/2O22 Account Summary Previous Balance $1,013.82Payments, Credits -$1,013.82 Purchases $1,636.26 Fees Charged $0.00 Interest Charged $35.53 New Balance $5,924.75 Minimum Payment Due $67.07 Payment Due Date 09/14/2022 Purchase APR 21.24% Trans Datc Description Amount 08/23 CVS/PHARMACY 0832 587.58 03/16 UBER TRIP 812.76 08/04 AMAZ0N MKTPLACE 244.6909/25 H0ME DEPOT 0612 682.60 09/13 NETFLIX.COM 162.26",CREDIT_CARD_STATEMENT "World Elite Mastercard 2021 Year-End Summary Northwind Card Member Services Category Transactions Total Travel 78 306.48 Services 23 1,681.01 Gas 23 2,799.55 Merchandise 15 3,578.67 Total purchases this year $48,656.48 Total interest charged this year 895.78 This summary is provided for your records and is not a tax form.",CREDIT_CARD_STATEMENT "Everyday Cash Card Atlas Card Services Account ending in 9496 Opening/C1osing Date 06/01/2023 -06/28/2023Account Summary Previous Balance $1,230.35 Payments, Credits -$1,230.35 Purchases $2,013.63 Fees Charged $0.00 Interest Charged $52.82 New Ba1ance $3,857.90 Mínimum Payment Due $177.73 Payment Due Date 2023-05-02 Purchase APR 19.10% Trans Date Description Amount 03/25 5TARBUCKS #11872 602.40 12/13 DELTA AIR LINES 458.67 11/02 C0STCO WHSE #412 50.17 05/05 CVS/PHARMACY 0832 889.98 05/05 COSTCO WHSE #412 214.59 01/01 WHOLE FOODS #1021 375.10 Latc Payment Waming: If we do not receive your minimum payment by the date 1isted above, you may have to pay a1ate fee.",CREDIT_CARD_STATEMENT "Rewards Visa ...2829 Trans. Date Post Date Description Amount Category 09/17/2024 07/01/2024 CVS/PHARMACY 0832 64.76 Merchandise 2024-06-13 2024-09-22 AMAZON MKTPLACE 54.41 Merchandise 03/01/2024 19/10/2024 AMAZON MKTPLACE 419.55 Restaurants 2024-08-01 2024-01-28 INTEREST CHARGE ON PURCHASES 236.93 Restaurants 02/11/2024 2024-08-12 TARGET T-2231 410.87 Restaurants",CREDIT_CARD_STATEMENT "Downloaded 2021-05-10 Transaction Date Post Date Description Category Type Amount Memo 2021-07-07 01/08/2021 SHELL OIL 5741 Shopping Sale -881.35 11/16/2021 2021-11-07 AMAZON MKTPLACE Gas Sale -52.68 20/09/2021 17/11/2021 NETFLIX.COM Gas Sale -824.14",CREDIT_CARD_STATEMENT "Platinum Card Atlas Card Services Account ending in 2239 Opening/Closing Date 05/01/2021 - 05/28/2021 Account Summary Previous Balance $7,163.93 Payments, Credits -$7,163.93 Purchases $4,152.55 Fees Charged $0.00 Interest Charged $95.75 New Balance $1,100.64 Minimum Payment Due $169.73 Payment Due Date August 5, 2021 Purchase APR 27.90% Trans Date Description Amount 02/10 SHELL OIL 5741 190.05 07/28 NETFLIX.COM 776.89 08/19 SHELL OIL 5741 285.74 12/09 UBER TRIP 548.55",CREDIT_CARD_STATEMENT "Platinum Card Harbor Card Services Account ending in 7188 Opening/Closing Date 05/01/2025 - 05/28/2025 Account Summary Previous Balance $6,383.23 Payments, Credits -$6,383.23 Purchases $2,886.33 Fees Charged $0.00 Interest Charged $4.44 New Balance $4,089.76 Minimum Payment Due $107.54 Payment Due Date 2025-05-16 Purchase APR 28.26% Trans Date Description Amount 03/13 STARBUCKS #11872 142.49 06/27 STARBUCKS #11872 844.82 04/09 COSTCO WHSE #412 330.26 12/20 UBER TRIP 576.24 08/09 SHELL OIL 5741 771.16 11/16 WHOLE FOODS #1021 501.14 08/18 NETFLIX.COM 274.72 Late Payment Warning: If we do not receive your minimum payment by the date listed above, you may have to pay a late fee.",CREDIT_CARD_STATEMENT "World Elite Mastercard 2022 Year-End Summary Harbor Card Services Category Transactions Total Dining 13 6,251.10 Groceries 28 4,763.27 Gas 63 7,891.59 Merchandise 86 950.25 Total purchases this year 46,563.06 Total interest charged this year 499.04 This summary is provided for your records and is not a tax form.",CREDIT_CARD_STATEMENT "Platinum Card 2025 Year-End Summary Atlas Card Services Category Transactions Total Services 41 1,419.65 Merchandise 39 3,684.2O Gas 53 1,595.80 Dining 44 5,536.77 Totalpurchases this year 21,116.18 Total interest charged this year 374.24 This summary is provided for your records and is not a tax form.",CREDIT_CARD_STATEMENT "Cash Back Mastercard Bluewater Bank Card Center Account ending in 8158 Opening/Closing Date 04/01/2026 - 04/28/2026 Account Summary Previous Balance $2,608.12 Payments, Credits -$2,608.12 Purchases $1,620.41 Fees Charged $0.00 Interest Charged $84.03 New Balance $958.30 Minimum Payment Due $106.65 Payment Due Date 1/23/26 Purchase APR 19.79% Trans Date Description Amount 03/19 UBER TRIP 638.87 04/15 TARGET T-2231 422.37 10/08 STARBUCKS #11872 5.71 07/17 AMAZON MKTPLACE 143.91",CREDIT_CARD_STATEMENT "Trans. Date Post Date Description Amount Category 07/07/2024 2024-10-03 NETFLIX.COM -187.93 Restaurants 2024-01-07 08/05/2024 UBER TRIP 182.08 Payments and Credits 14/10/2024 2024-01-10 UBER TRIP 394.68 Restaurants",CREDIT_CARD_STATEMENT "Rewards Visa ...9892 Date Description Card Member Account # Amount 08/02/2025 AMAZON MKTPLACE SOFIA BRENNAN -39443 650.87 27/12/2025 UBER TRIP TAYLOR TANAKA -24105 387.43 2025-08-13 UBER TRIP WEI D. PATEL -69973 26.80",CREDIT_CARD_STATEMENT "Platinum Card 2022 Year-End Summary Atlas Card Services Category Transactions Total Gas 90 5,068.84 Services 11 1,222.56 Dining 80 6,542.99 Travel 36 423.65 Total purchases this year 19,721.78 Total interest charged this year 219.06 This summary is provided for your records and is not a tax form.",CREDIT_CARD_STATEMENT "Trans. Date Post Date Description Amount Category 04/12/2026 11/09/2026 WHOLE FOOD5 #1021 628.55 Restaurants 05/04/2026 02/04/2026 HOMEDEPOT 0612 245.29 Restaurants 09/08/2026 10/25/2026 AUT0PAY PAYMENT - THANK YOU 714.O3 Payments and Credíts 14/07/2026 09/12/2O26 INTEREST CHARGE ON PURCHASES 524.46 Restaurants 2026-01-15 2026-04-27 NETFLIX.COM 348.34 Restaurants2026-05-16 2026-09-19 WHOLE FOODS #1021 658.21 Restaurants",CREDIT_CARD_STATEMENT "2026 Realized Gains and Losses Report LedgerPeak Markets | Field | Value | | --- | --- | | Account | Amara A. Okafor | | Cost basis method | HIFO | | Short-term realized gain/loss | -5,288.06 | | Long-term realized gain/loss | 24,728.83 | | Staking and other income | $2,540.29 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ETH | 13.369513 | 2025-07-13 | 2026-08-09 | 15,657.39 | 11,411.18 | | BTC | 8.868412 | 12/05/2026 | 2026-11-11 | 16,302.77 | 19,758.44 | | ADA | 22.460277 | 2/27/25 | July 15, 2026 | 19,712.69 | 21,432.46 | | ETH | 4.503281 | 02/09/2025 | 2026-05-28 | 6,438.54 | 9,013.21 | | USDC | 27.042711 | 08/09/2025 | 05/17/2026 | 7,575.19 | 9,384.74 | Use this report to prepare Form 8949; it is not a Form 1099-DA.",CRYPTO_TAX_REPORT "Crypto Transaction History Export LedgerPeak Markets | Field | Value | | --- | --- | | Account | Jordan C. Tanaka | | Cost basis method | Specific ID | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ETH | 24.064585 | June 20, 2025 | 12/24/26 | 13,702.53 | 13,042.78 | | BTC | 19.296130 | 2024-11-14 | 11/5/26 | 13,367.76 | 9,315.04 | | SOL | 24.104243 | 2026-11-22 | 2026-05-28 | 17,215.64 | 9,270.47 | | ETH | 12.947365 | August 2, 2026 | March 19, 2026 | 5,153.63 | 6,152.03 | | ADA | 18.438532 | 8/25/25 | 04/13/2026 | 4,083.33 | 3,920.33 | Use this report to prepare Form 8949; it is not a Form 1099-DA.",CRYPTO_TAX_REPORT "## LedgerPeak Markets | Field | Value | | --- | --- | | Account | Wei L. Lindqvist | | Cost basis method | HIFO | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | USDC | 8.010175 | 7/27/20 | 2021-01-25 | 11,416.66 | 6,945.08 | | BTC | 8.796928 | 05/22/2019 | 07/16/2021 | 15,117.98 | 20,314.71 | | SOL | 21.380442 | 2/9/19 | September 22, 2021 | 1,718.16 | 1,731.79 | Use this report to prepare Form 8949; it is not a Form 1099-DA. ## Crypto Transaction History Export",CRYPTO_TAX_REPORT "## 2021 Realized Gains and Losses Report ## CoinHarbor Exchange | Field | Value | | --- | --- | | Account | Diego Walsh | | Cost basis method | HIFO | | Short-term realized gain/loss | 11,587.49 | | Long-term realized gain/loss | 27,854.48 | | Staking and other income | 1,081.06 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ADA | 21.721559 | 05/23/2021 | 2021-05-15 | 15,330.89 | 9,254.08 | | BTC | 8.412376 | 2019-08-12 | May 11, 2021 | 19,475.18 | 24,441.10 | | ETH | 18.704336 | 2020-07-18 | 3/21/21 | 5,585.00 | 7,162.92 | | ADA | 12.915055 | 7/19/21 | 2021-07-23 | 17,432.17 | 22,260.11 | | BTC | 29.936447 | 12/22/19 | 4/28/21 | 7,158.55 | 9,855.97 | | BTC | 7.700161 | 02/11/2019 | 2021-04-24 | 11,485.79 | 9,636.41 | ## Generated by tax software from your exchange history.",CRYPTO_TAX_REPORT "TaxBit-style report | Field | Value | | --- | --- | | Account | Sofia Lindqvist | | Cost basis method | FIFO | | Short-term realized gain/loss | 13,504.11 | | Long-term realized gain/loss | 7,555.80 | | Staking and other income | 115.97 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ADA | 16.460392 | 03/14/2021 | 03/12/2021 | 4,913.50 | 4,155.45 | | USDC | 12.772776 | January 5, 2019 | 01/17/2021 | 11,883.14 | 6,076.85 | | USDC | 29.814358 | February 28, 2019 | 7/16/21 | 10,904.49 | 8,667.72 | | USDC | 27.365547 | 2021-12-18 | 07/04/2021 | 3,046.53 | 1,920.48 | Use this report to prepare Form 8949; it is not a Form 1099-DA.",CRYPTO_TAX_REPORT "| Date | Sent Amount | Sent Currency | Received Amount | Received Currency | Fee Amount | Fee Currency | Tag | | --- | --- | --- | --- | --- | --- | --- | --- | | 11/20/2026 | 4706.8906 | ETH | 162.310776 | ETH | 2.3700 | USD | staking | | 10/09/2026 | 26.9004 | ETH | 4493.614480 | ETH | 1.3706 | USD | trade | | 2026-09-27 | 572.6038 | BTC | 163.383838 | ETH | 2.2797 | USD | | | 10/09/2026 | 1502.4607 | ETH | 961.942081 | USD | 4.3747 | USD | staking | Crypto gains and losses - 2026",CRYPTO_TAX_REPORT "## 2024 Crypto Tax Summary ## CoinHarbor Exchange | Field | Value | | --- | --- | | Account | Casey Brennan | | Cost basis method | Specific ID | | Short-term realized gain/loss | 1,393.07 | | Long-term realized gain/loss | 39,819.25 | | Staking and other income | 297.42 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | SOL | 28.883501 | 2022-07-12 | 5/5/24 | 6,913.35 | 4,122.15 | | ADA | 3.034641 | 02/22/2024 | 9/27/24 | 19,473.59 | 13,036.04 | | BTC | 9.742578 | December 14, 2022 | March 13, 2024 | 11,018.04 | 13,128.74 | | USDC | 16.415246 | June 19, 2023 | 2024-12-27 | 6,063.14 | 6,955.75 | | BTC | 8.561743 | 02/09/2023 | 2024-03-19 | 11,765.64 | 12,083.27 | | ETH | 28.065636 | 2024-09-23 | December 13, 2024 | 3,557.27 | 2,831.30 | Generated by tax software from your exchange history.",CRYPTO_TAX_REPORT "LedgerPeak Markets | Fie1d | Value | | --- | ---| | Account | Alex E. Moreau | | Cost basis method | HIFO | | Short-term realized gain/loss | -3,746.60 | | Long-term realized gain/loss | 13,781.17 | | Staking and other income |$808.07 | | Asset | Amount | Date Acquired | Date Sold | Proceeds |Cost Basis | | --- | --- | --- | --- | --- | ---| | ETH | 20.593262 | April 13, 2023 | 0ctober 8, 2024 |14,692.75 | 7,463.81 | | U5DC | 8.162151 | 11/13/2023 | December 28, 2024 | 1,756.20 | 1,164.85 | |SOL | 28.620012 | August 12, 2023 | September 3, 2024 | 16,205.64 | 17,643.71 | | USDC | 0.188299 | 2024-12-25 | 2024-06-09 | 15,566.42 | 14,465.43 | | USDC | 9.310223 | 12/26/2024 | 2024-07-02 | 257.55 | 177.38 | | ETH | 7.267577 | 7/22/23 | 10/20/24 | 7,703.70 | 6,569.57 | Gcnerated by tax software from your exchange hístory.",CRYPTO_TAX_REPORT "## 2025 Crypto Tax Summary CoinLedger-style report | Field | Value | | --- | --- | | Account | Priya R. Adeyemi | | Cost basis method | Specific ID | | Short-term realized gain/loss | -7,487.01 | | Long-term realized gain/loss | 38,312.54 | | Staking and other income | $370.14 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | SOL | 23.726304 | April 12, 2024 | 05/24/2025 | 7,236.11 | 8,099.29 | | USDC | 11.204254 | 4/7/23 | 02/16/2025 | 16,733.83 | 9,622.63 | | ADA | 6.291465 | 2024-11-15 | 2025-11-14 | 8,748.17 | 5,378.11 | Generated by tax software from your exchange history.",CRYPTO_TAX_REPORT "Crypto Transaction History Export TaxBit-style report | Field | Value | | --- | --- | | Account | Wei J. Moreau | | Cost basis method | FIFO | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ETH | 5.889154 | 5/18/20 | 08/09/2021 | 19,475.98 | 23,686.49 | | BTC | 24.286423 | 4/24/20 | 5/12/21 | 4,966.06 | 3,168.30 | | SOL | 11.283537 | 2/17/20 | 12/16/21 | 7,662.70 | 9,460.26 | | ETH | 4.790914 | 11/11/21 | 2021-11-08 | 18,613.14 | 9,580.78 | | ADA | 25.526589 | May 1, 2021 | January 15, 2021 | 5,162.09 | 6,581.84 | | ADA | 11.870700 | 2019-06-14 | 02/17/2021 | 19,278.23 | 17,371.01 | This report is for informational purposes and is not an IRS form.",CRYPTO_TAX_REPORT "LedgerPeak Markets | Field | Value | | --- | --- | | Account | Jordan Nguyen | | Cost basis method | Specific ID | | Short-term realized gain/loss | -3,046.56 | | Long-term realized gain/loss | -5,403.12 | | Staking and other income | 2,267.50 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | SOL | 5.666183 | November 5, 2020 | 11/12/2021 | 17,558.52 | 14,315.74 | | USDC | 27.485268 | 03/21/2019 | 04/16/2021 | 8,344.88 | 6,223.65 | | BTC | 27.641413 | 2019-02-08 | 01/14/2021 | 8,895.93 | 6,731.22 | ## This report is for informational purposes and is not an IRS form. 2021 Crypto Tax Summary",CRYPTO_TAX_REPORT "Exchange account statement ## Downloaded 13/05/2023 | Asset | Datc Acquired | Date Sold | Proceeds| Cost Basis | Gain (Loss) | Holding Period | | --- | --- | --- | --- | --- | --- | --- | | ETH | 03/04/2022 | 05/09/2023 | 6169.25 | 2837.49 | 6638.48 | Short-term | | ETH | 13/02/2022 | 04/16/2O23 | 13728.68 | 1505.68 | -941.10 | Long-term | | 50L | 2022-04-04 | 22/03/2023 | 18477.18 | 11716.54 | 4397.84| Short-term | | BTC | 2O22-11-14 | 23/06/2023 | 12061.27 | 18890.03 | -6018.47 | 5hort-term | | ETH | 06/28/2022 | 2023-06-l9 | 15176.42 | 19741.68 | -3002.69 | Long-term | |BTC | 11/20/2022 | 28/08/2023 | l7967.49 | 6821.79 | -2684.90 | Short-term | | ETH | l4/01/2022 | 2023-08-26 | 15226.53| 4794.43 | 3064.07 | Short-term | | BTC | 2022-07-27| 24/03/2023 | 11263.97 | 17862.32 | 2405.06 |Short-term |",CRYPTO_TAX_REPORT "2022 Realized Gains and Losses Report BitMeadow | Field | Valuc | | --- | --- | | Account | Fatima Testcase | | Cost basis method | FIF0 | | 5hort-term realized gain/loss | 3,391.50 | | Long-term realized gain/loss | 30,912.30 | | Staking and other income | $799.81 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ETH | 18.422060 | 08/24/2022 | 7/2/22 | 19,556.20 | 19,552.37 | | ADA | 21.025357 | 12/05/2021| 2022-06-16 | 12,367.54 | 7,77l.97 | | 50L | 10.046875 | 2022-03-27 | 11/16/22 | 10,469.56 | 5,319.88 | | USDC | 14.738551 | 6/27/20 | 2022-06-07 | 931.92 | 561.22 | |ADA | 15.076656|2020-10-05 | 11/8/22 | 3,347.19 | 3,742.55 | Generated by taxsoftware from your exchange hístory.",CRYPTO_TAX_REPORT "## 2022 Realized Gains and Losses Report BitMeadow | Field | Value | | --- | --- | | Account | Amara Fischer | | Cost basis method | Specific ID | | Short-term realized gain/loss | 6,344.02 | | Long-term realized gain/loss | 18,744.47 | | Staking and other income | $1,128.18 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | USDC | 8.897335 | 2020-10-13 | 12/13/2022 | 784.83 | 1,073.69 | | ETH | 27.026819 | 12/11/2022 | July 14, 2022 | 7,844.37 | 3,945.64 | | SOL | 2.499843 | 08/23/2020 | January 12, 2022 | 5,805.65 | 6,344.39 | | BTC | 15.831583 | 2022-12-27 | March 28, 2022 | 18,310.58 | 13,688.29 | Generated by tax software from your exchange history.",CRYPTO_TAX_REPORT "CoinLedger-style report | Field | Value | | --- | --- | | Account | Fatima Brennan | | Cost basis method | HIFO | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | USDC | 22.774050 | 7/26/24 | 2026-05-22 | 17,467.27 | 21,443.45 | | ETH | 8.652801 | 7/11/26 | 2026-02-14 | 774.29 | 1,067.81 | | USDC | 20.968587 | 9/8/24 | November 26, 2026 | 14,959.22 | 16,417.90 | | ADA | 28.591108 | 09/12/2024 | September 24, 2026 | 9,669.55 | 6,957.98 | | BTC | 11.547916 | 2024-09-02 | February 4, 2026 | 7,346.41 | 5,848.74 | | ETH | 22.665204 | 11/5/24 | 1/16/26 | 18,901.07 | 13,285.10 | Generated by tax software from your exchange history. ## Crypto Transaction History Export",CRYPTO_TAX_REPORT "BitMeadow | Field | Value | | --- | --- | | Account | Morgan Lindqvist | | Cost basis method | Specific ID | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | SOL | 4.367370 | October 15, 2025 | 2/6/26 | 3,380.55 | 3,116.46 | | SOL | 8.551529 | 2026-01-27 | November 26, 2026 | 11,168.66 | 11,076.39 | | SOL | 16.174505 | 10/26/2025 | 07/07/2026 | 10,355.28 | 13,092.80 | | USDC | 16.457140 | July 21, 2024 | 4/5/26 | 5,685.73 | 6,880.06 | | SOL | 14.028260 | 2024-11-28 | 2026-03-08 | 19,435.76 | 22,067.19 | | ETH | 14.573100 | 09/18/2025 | November 1, 2026 | 4,313.29 | 5,802.18 | Generated by tax software from your exchange history.",CRYPTO_TAX_REPORT "2025 Crypto Tax Summary ## LedgerPeak Markets | Field | Value | | --- | --- | | Account | Taylor Walsh | |Cost basis method | FIFO | | Short-term realized gain/loss | l5,596.46 | | Long-termrealized gain/loss | 7,234.73 | | Stakingand other income | 2,905.36 | | Asset | Amount | Date Acquired | Date So1d | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ETH | 1.517652 | 07/20/2025 | November 15, 2025 | 5,276.09 | 4,975.92 | | USDC | 28.3804l9 | Apríl2, 2023 | 1/3/25 | 17,921.17 | 16,983.73 | | USDC | 17.853597 | 5/12/23 | 10/18/2025 | 19,695.13 | 21,588.47 | ## This report ís for informational purposes and is not an IR5 form.",CRYPTO_TAX_REPORT "## Crypto gains and losses - 2026 | Asset | Date Acquired | Date Sold | Proceeds | Cost Basis | Gain (Loss) | Holding Period | | --- | --- | --- | --- | --- | --- | --- | | SOL | 04/22/2025 | 07/02/2026 | 6341.21 | 216.56 | -4577.75 | Short-term | | ETH | 03/23/2025 | 2026-10-07 | 7150.90 | 5597.04 | -8273.65 | Short-term | | BTC | 2025-12-22 | 2026-12-07 | 5005.35 | 19559.77 | 5006.90 | Short-term | | SOL | 2025-10-25 | 04/13/2026 | 14907.70 | 8974.34 | 276.88 | Short-term |",CRYPTO_TAX_REPORT "2026 Crypto Tax Summary CoinHarbor Exchange | Field | Value | | --- | --- | | Account | Hiro B. Larsen | | Cost basis method | FIFO | | Short-term realized gain/loss | 3,140.71 | | Long-term realized gain/loss | 11,823.39 | | Staking and other income | $246.67 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | SOL | 0.921150 | 06/03/2026 | July 8, 2026 | 1,137.18 | 1,220.73 | | BTC | 6.215684 | 02/10/2026 | 9/3/26 | 18,726.19 | 12,110.67 | | SOL | 29.513957 | 04/03/2026 | 09/23/2026 | 5,257.95 | 6,679.04 | This report is for informational purposes and is not an IRS form.",CRYPTO_TAX_REPORT "## Crypto Transaction History Export TaxBit-style report | Field | Value | | --- | --- | | Account | Diego Nguyen | | Cost basis method | FIFO | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | BTC | 17.563737 | 2023-04-06 | February 17, 2025 | 5,221.16 | 6,690.84 | | ETH | 5.510132 | February 16, 2025 | 02/08/2025 | 3,350.76 | 2,266.52 | | USDC | 3.852609 | 05/14/2024 | 09/11/2025 | 19,596.02 | 11,136.02 | | BTC | 5.746090 | 02/05/2025 | 9/15/25 | 6,420.18 | 5,514.67 | | BTC | 5.601617 | January 12, 2025 | April 14, 2025 | 1,444.95 | 1,292.53 | ## Generated by tax software from your exchange history.",CRYPTO_TAX_REPORT "Crypto Transaction History Export BitMeadow |Field | Value | | --- | --- | | Account | Riley L. Castillo | | Cost basis method | HIFO | | Assct | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | USDC | 9.690983 | 12/25/24 | 2026-09-23 | 2,064.03 | 2,118.97| | ETH | 27.930890 | 2025-05-27 | 08/17/2026| 8,074.37 | 9,967.84 | | SOL | 21.097257| 12/08/2026 | 10/10/2026 | 19,985.58 | 11,832.10 | | SOL | 24.847397 | 2024-11-19 | 1/9/26 | 7,673.03 | 9,569.32 | | BTC | 23.276764 | 08/18/2025 | 1/22/26 | 16,550.86 | 9,497.l0 | Generated by tax software from your exchange hístory.",CRYPTO_TAX_REPORT "2026 Realized Gains and Losses Report CoinLedger-style report | Field | Value | | --- | --- | | Account | Sofia C. Testcase | | Cost basis method | FIFO | | Short-term realized gain/loss | 9,095.78 | | Long-term realized gain/loss | 11,877.65 | | Staking and other income | $1,628.52 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | SOL | 13.653069 | 04/04/2025 | October 1, 2026 | 10,192.93 | 9,281.87 | | BTC | 21.506118 | June 18, 2025 | 8/1/26 | 6,726.91 | 6,130.96 | | ETH | 4.557885 | 2025-06-25 | 01/27/2026 | 14,556.82 | 10,518.70 | | USDC | 5.218527 | 01/19/2026 | July 24, 2026 | 15,507.27 | 20,999.94 | Generated by tax software from your exchange history.",CRYPTO_TAX_REPORT "Transaction history export | Timestamp | Transaction Type | Asset | Quantity Transacted | Spot Price at Transaction | Subtotal | Total (inclusive of fees) | Fees | | --- | --- | --- | --- | --- | --- | --- | --- | | 28/11/2024T23:06:00Z | Receive | BTC | 6.459780 | 13192.27 | 8525.91 | 4877.89 | 16.69 | | 11/02/2024T23:18:00Z | Send | BTC | 8.255679 | 46739.08 | 7475.19 | 2911.89 | 10.32 | | 2024-09-13T20:08:00Z | Convert | SOL | 7.495825 | 7168.79 | 2001.45 | 2717.15 | 8.81 | | 13/02/2024T08:43:00Z | Staking Income | BTC | 13.926666 | 29136.78 | 5674.80 | 7866.39 | 3.71 | | 2024-01-17T22:06:00Z | Send | USDC | 15.614371 | 23811.76 | 2236.06 | 2457.96 | 8.77 | | 18/11/2024T21:28:00Z | Receive | USDC | 3.748135 | 59768.21 | 4445.47 | 8808.81 | 10.28 | | 11/01/2024T14:09:00Z | Sell | ETH | 19.032424 | 31446.79 | 8785.78 | 4817.18 | 26.59 | | 09/07/2024T16:57:00Z | Staking Income | ETH | 5.120410 | 9176.91 | 8022.90 | 7492.00 | 31.76 |",CRYPTO_TAX_REPORT "2021 Realized Gains and Losses Report BitMeadow | Field | Value | | --- | --- | | Account | Fatima Walsh | | Cost basis mcthod | 5pecific ID | | Short-term realízed gain/loss | 5,037.36| | Long-term realized gain/loss | 7,217.24 | | Staking and other income | $2,616.41 | | Asset | Amount | Date Acquired | Date So1d | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ETH | 4.477O4l | 05/22/2019 | 10/09/2021 | 11,462.20 | 9,587.70 | | S0L | 13.268112 |07/10/2020 | May 16, 2021 | 2,339.07 | 3,216.88 | | SOL | 9.505796 | 4/25/19 | December 2, 2021 | 5,080.35 | 4,316.38 | | ETH | 26.936757 | 11/09/2021 | 2021-05-20 |17,193.88| 19,089.78 | | USDC | 7.475780 | 12/2/19 | 2021-02-28 | 15,153.13 | 11,439.61 | Thisreport is for informational purposes and is not an IRS form.",CRYPTO_TAX_REPORT "2023 Realized Gains and Losses Report LedgerPeak Markets | Field | Value | | --- | --- | | Account | Taylor Haddad | | Cost basis method | Specific ID | | Short-term realized gain/loss | 8,585.87 | | Long-term realized gain/loss | 35,453.39 | | Staking and other income | 469.89 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | USDC | 26.618637 | 05/15/2023 | 7/14/23 | 6,336.28 | 8,288.57 | | USDC | 20.935046 | July 12, 2023 | 2023-06-19 | 5,727.95 | 4,243.03 | | SOL | 7.589131 | 2021-06-26 | 10/6/23 | 13,963.08 | 9,796.71 | | BTC | 29.952288 | 2021-05-01 | 2023-01-17 | 7,288.39 | 7,745.02 | | ADA | 12.761204 | 5/20/23 | August 23, 2023 | 15,083.45 | 13,811.15 | Generated by tax software from your exchange history.",CRYPTO_TAX_REPORT "TaxBit-style report |Field | Value | | --- | --- | | Account | Weí Brennan | | Cost basis method |FIF0 | | Short-term realized gain/loss | 12,514.21 | | Long-term realízed gain/loss | 10,077.63 | | Staking and other income | 789.98 | | Asset | Amount | Date Acquired | Date So1d | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ADA | 0.024603 | 2020-l0-19 | December 1, 2021 | 14,719.22 | 14,188.62 | | BTC|5.599676 | 2020-10-04 | August 7, 2021 | 12,897.15 | 10,531.28 | | SOL | 8.896984 | 2021-12-03 | 6/2/21| 17,714.64 | 13,731.94 | | USDC | 8.67O161 | 11/7/20 | December 21, 2021 | 5,691.45 | 3,516.02 | This report is for informationa1 purposes and is not an IRS form. ## 202l Rcalized Gains and Losses Report",CRYPTO_TAX_REPORT "## 2022 Realized Gains and Losses Report ## CoinHarbor Exchange | Field | Value | | --- | --- | | Account | Fatima Larsen | | Cost basis method | FIFO | | Short-term realized gain/loss | -7,795.46 | | Long-term realized gain/loss | -4,519.03 | | Staking and other income | $2,784.74 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ADA | 17.500913 | February 28, 2020 | 12/20/2022 | 5,938.20 | 4,161.25 | | ADA | 26.250450 | 12/19/2022 | 12/23/22 | 2,545.77 | 1,286.34 | | ADA | 16.501338 | 09/14/2020 | August 6, 2022 | 9,427.95 | 8,000.46 | | ADA | 27.777728 | May 6, 2020 | February 27, 2022 | 3,096.20 | 3,283.58 | | USDC | 11.419830 | 2022-04-12 | 11/13/22 | 10,423.09 | 11,299.75 | ## Use this report to prepare Form 8949; it is not a Form 1099-DA.",CRYPTO_TAX_REPORT "## 2023 Crypto Tax Summary TaxBit-style report | Field | Value | | --- | --- | | Account | Jordan E. Lindqvist | | Cost basis method | FIFO | | Short-term realized gain/loss | 15,510.25 | | Long-term realized gain/loss | 26,426.63 | | Staking and other income | $1,417.54 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ADA | 20.944925 | 8/20/23 | 06/20/2023 | 7,656.22 | 5,678.36 | | BTC | 14.386535 | June 23, 2023 | 2/25/23 | 7,701.17 | 6,904.29 | | ETH | 15.618346 | December 4, 2021 | 02/18/2023 | 10,525.09 | 8,718.46 | | ADA | 13.779297 | 2021-09-20 | 3/13/23 | 4,871.29 | 4,363.92 | This report is for informational purposes and is not an IRS form.",CRYPTO_TAX_REPORT "2021 Crypto Tax Summary TaxBit-style report | Field | Value | | --- | --- | | Account | Amara B. Testcase | | Cost basis method | HIFO | | Short-term realized gain/loss | 8,718.80 | | Long-term realized gain/loss | 39,687.13 | | Staking and other income | $872.04 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ETH | 15.500732 | 2/26/21 | 2021-06-06 | 5,476.14 | 5,928.39 | | ADA | 20.464613 | 7/4/20 | July 17, 2021 | 784.33 | 1,063.04 | | USDC | 8.125649 | 09/05/2019 | 4/21/21 | 6,522.98 | 9,044.56 | | USDC | 10.384949 | 6/10/19 | 12/05/2021 | 16,166.86 | 19,481.86 | ## This report is for informational purposes and is not an IRS form.",CRYPTO_TAX_REPORT "2023 Crypto Tax Summary CoinHarbor Exchange | Field | Value | | --- | --- | | Account | Wei Tanaka | | Cost basis method | FIFO | | Short-term realized gain/loss | -350.38 | | Long-term realized gain/loss | 37,254.75 | | Staking and other income | 239.71 | | Asset | Amount | Date Acquired | Date Sold | Proceeds | Cost Basis | | --- | --- | --- | --- | --- | --- | | ADA | 2.379135 | November 4, 2023 | 02/03/2023 | 5,187.62 | 7,007.10 | | BTC | 5.350890 | 2022-09-19 | June 20, 2023 | 2,678.13 | 3,648.33 | | USDC | 4.080588 | 4/16/22 | October 2, 2023 | 1,957.94 | 2,578.05 | | ADA | 27.148998 | 2023-04-03 | 06/05/2023 | 7,255.43 | 4,863.21 | This report is for informational purposes and is not an IRS form.",CRYPTO_TAX_REPORT "Downloaded 02/27/2026 | Date | Sent Amount | Sent Currency | Received Amount | Received Currency | Fee Amount | Fee Currency | Tag | | --- | --- | --- | --- | --- | --- | --- | --- | | 10/26/2026 | 3866.9957 | USD | 1061.967055 | ETH | 0.5151 | USD | staking | | 21/10/2026 | 3643.6718 | USD | 3295.226691 | USD | 4.3059 | USD | trade | | 13/07/2026 | 2470.3274 | USD | 4154.969596 | ETH | 1.9187 | USD | trade | | 2026-09-12 | 867.7447 | BTC | 1412.376114 | USD | 3.2951 | USD | trade | | 01/02/2026 | 1184.1683 | ETH | 3758.412609 | SOL | 4.7170 | USD | trade | | 22/09/2026 | 3255.3122 | ETH | 279.018187 | USD | 0.8957 | USD | airdrop | | 2026-08-26 | 2921.9266 | BTC | 1744.398101 | SOL | 0.8118 | USD | trade |",CRYPTO_TAX_REPORT "| Date | Sent Amount | Sent Currency | Received Amount | Received Currency | Fee Amount | Fee Currency | Tag | | --- | --- | --- | --- | --- | --- | --- | --- | | 03/11/2023 | 102.1524 | BTC | 90.098465 | ETH | 1.5852 | USD | | | 2023-08-12 | 4274.3643 | USD | 4032.581640 | ETH | 4.0764 | USD | airdrop | | 2023-11-06 | 392.8399 | BTC | 4792.844110 | USD | 1.4106 | USD | trade |",CRYPTO_TAX_REPORT "Your gift matters Greenway Animal Rescue Dear Neíghbor, Give $35,$100, or $250 today. We are $630,000 away from our 2021 goal. Your gift may be tax-deductible to the extent allowed by law. 5can the QR code or call 462-555-6436 to give by phone.",DONATION_APPEAL "Spring Giving Campaign Riverbend Public Library Foundation Dear Friend, A generous donor will match every gift until 02/04/2025. Give $25, $100, or $500 today. Last year you helped serve 21,182 neighbors. Scan the QR code or call 559-555-9783 to give by phone.",DONATION_APPEAL "Hope Harbor Shelter Dear Friend, Your gift may be tax-deductible to the extent allowed by law. Donate now at our website or return the enclosed reply card. Last year you helped serve 1,654 neighbors. P.S. Gifts made by December 31 count toward this year's campaign. Name Lena Okafor Gift amount $______ ☐ Check enclosed ☐ Charge my card",DONATION_APPEAL "Please give before midnight Sample Community Food Bank Dear Neighbor, Last yearyou helped serve 2,713 neighbors. Every gift provides warm meals and shelter for families in need. Give $25, $l00, or $1000 today.",DONATION_APPEAL "2025 Annual Appeal Greenway Animal Rescue Dear Friend, Your gift may be tax-deductible to the extent allowed by law. Every gift provides warm meals and shelter for families in need. P.S. Gifts made by December 31 count toward this year's campaign. Last year you helped serve 39,569 neighbors.",DONATION_APPEAL "2024 Annual Appeal Riverbend Public Library Foundation Dear Neighbor, Scan the QR code or call 714-555-5428 to give by phone. P.S. Gifts made by December 31 count toward this year's campaign. A generous donor will match every gift until 2024-08-25. Name Hiro A. Adeyemi Gift amount $______ ☐ Check enclosed ☐ Charge my card",DONATION_APPEAL "Hope Harbor Shelter Dear Friend, Donate now at our website or return the enclosed reply card. A generous donor will match every gift until 04/17/2024. Scan the QR code or call 587-555-8223 to give by phone. Last year you helped serve 17,037 neighbors. Give $25, $100, or $1000 today. Spring Giving Campaign",DONATION_APPEAL "Double your impact today Greenway Animal Rescue Dear Neighbor, We are $158,000 away from our 2022 goal. Become a monthly sustainer and make a difference allyear long. P.S. Gífts made by December 31 count toward this year's campaígn. Last year you helped serve 5,367 neíghbors. A gencrous donor will match every gift until 10/23/2022. Your giftmay be tax-deductible to the extent allowed by law.",DONATION_APPEAL "Double your impact today Greenway Animal Rescue Dear Neighbor, A generous donor will match every gift until July 24, 2026. Scan the QR code or call 763-555-1711 to give by phone. Donate now at our website or return the enc1osedreply card. Givc $25, $15O, or $250 today. Evcry gift provides warm mealsand shelter for families in need. Last year you helped serve 17,529 neighbors.",DONATION_APPEAL "Your gift matters Sample Community Food Bank Dear Wei, Donate now at our website or return the enclosed reply card. Every gift provides warm meals and shelter for families in need. This is a solicitation for a charitable contribution, not a receipt. P.S. Gifts made by December 31 count toward this year's campaign. We are $255,000 away from our 2022 goal.",DONATION_APPEAL "Your gift matters St. Brendan Parish Dear Supporter, This is a solicitation for a charitable contribution, not a receipt. Give $25, $100, or $1000 today. Every gift provides warm meals and shelter for families in need. Scan the QR code or call 868-555-5345 to give by phone. Become a monthly sustainer and make a difference all year long. Name Jamie Rivera Gift amount $______ ☐ Check enclosed ☐ Charge my card",DONATION_APPEAL "Please give before midnight Riverbend Public Library Foundation Dear Supporter, P.S. Gifts made by December 31 count toward this year's campaign. Donate now at our website or return the enclosed reply card. Become a monthly sustainer and make a difference all year long.",DONATION_APPEAL "Sample Community Food Bank Dear Supporter, Last year you helped serve 8,909 neighbors. Scan the QR codeor call 788-555-7616 to give by phone. This is a solicitation for a charitable contribution, not a receipt. We are $755,000 away from our 202l goal. Will you help a neighbor this winter?",DONATION_APPEAL "Riverbend Public Library Foundation Dear Friend, We are $90,000 away from our 2024 goal. This is a solicitation for a charitable contribution, not a receipt. Become a monthly sustainer and make a difference all year long. A generous donor will match every gift until 10/25/2024. Give $75, $150, or $500 today.",DONATION_APPEAL "Your gift matters Greenway Animal Rescue Dear Supporter, A generous donor will match every gift until September 28, 2023. P.S.Gífts made by Deccmber 31 count toward this year's campaign. Become a monthly sustaincr and make a difference all year long.",DONATION_APPEAL "Please give before midnight Sample Community Food Bank Dear Friend, Become a monthly sustainer and make a difference all year long. P.S. Gifts made by December 31 count toward this year's campaign. A generous donor will match every gift until 2/7/26. Every gift provides warm meals and shelter for families in need.",DONATION_APPEAL "Confirmation number 5565-6526-5795 Name Lena Adeyemi Reason for payment Estimated Tax Apply payment to Estimated tax Tax period for payment 2022 Payment amount $19,126.74 Payment date 2022-09-24 Bank account ending in 1394 Keep this confirmation for your records. Estimated Payment Submitted",TAX_PAYMENT_CONFIRMATION "Confirmation number 4071-3059-8302 Name Alex Patel Reason for payment Estimated Tax Apply payment to Estimated tax Tax period for payment 2025 Payment amount $3,122.43 Payment date 5/23/25 Bank account XXX-XX-9657 Do not mail a voucher for payments made online.",TAX_PAYMENT_CONFIRMATION "Estimated Payment Submitted Confirmation number 6267-9976-3521 Name Jordan Haddad Reason for payment Estimated Tax Apply payment to Estimated tax Tax period for payment 2024 Payment amount $19,807.34 Payment date 06/24/2024 Bank account ending in 4976 Do not mail a voucher for payments made online.",TAX_PAYMENT_CONFIRMATION "Confirmation number 7442-8135-1498 Namc Amara Lindqvist Reason for payment Estimated Tax Apply payment to Estimated tax Tax periodfor payment 2024 Payment amount $1,228.02 Payment date April 28, 2024 Bank account XXX-XX-4708 Do not mail a vouchcr for payments made online. EFTP5 Payment Acknowledgement",TAX_PAYMENT_CONFIRMATION "Estimated Payment Submítted Confirmation number 1246-3027-9317 Name Ri1ey S. Brennan Reason for payment Estimated Tax Apply payment to Estimated tax Tax period for payment 2026 Payment amount $11,725.O1 Payment dateMay 26, 2026 Bank account ****8314 Your payment has been scheduled.",TAX_PAYMENT_CONFIRMATION "Estimated Payment Submitted Confirmation number 5207-1003-9080 Name Diego Tanaka Reason for payment Estimated Tax Apply payment to Form 1040-ES Tax period for payment 2025 Payment amount $12,274.11 Payment date 2025-04-02 Bank account XXX-XX-6144 Do not mail a voucher for payments made online.",TAX_PAYMENT_CONFIRMATION "IRS Direct Pay - Payment Confirmation Confirmation number 2439-9290-1861 Name Diego Fischer Reason for payment Estimated Tax Apply payment to 1040ES (for 1040, 1040A, 1040EZ) Tax period for payment 2022 Payment amount $504.32 Payment date 02/27/2022 Bank account ending in 2257 Keep this confirmation for your records.",TAX_PAYMENT_CONFIRMATION "IRS Direct Pay - Payment Confirmation Confirmation number 3671-3936-4154 Name Weí Tanaka Reason for payment Estimated Tax Apply payment to 1040ES (for 1040, 1040A, 1040EZ) Tax period for payment 2024 Payment amount $11,494.55 Payment date 12/9/24 Bank account ****6750 Your payment has been schedu1ed.",TAX_PAYMENT_CONFIRMATION "IRS Direct Pay - Payment Confirmation Confirmation number 2495-3635-8300 Name Sofia K. Walsh Reason for payment Estimated Tax Apply payment to Form 1040-ES Tax period for payment 2021 Payment amount $13,725.90 Payment date 10/25/2021 Bank account XXX-XX-7067 Keep this confirmation for your records.",TAX_PAYMENT_CONFIRMATION "EFTPS Payment Acknowledgement Confirmation number 9320-7530-2771 Name Jamie Romero Reason for payment Estimated Tax Apply payment to Form 1040-ES Tax períod for payment 2026 Payment amount S4,727.10 Payment date 01/11/2026 Bank account ****4127 Keep this confirmation for your records.",TAX_PAYMENT_CONFIRMATION "Confirmation number 3009-3125-6274 Name Avery Castillo Reason for payment Estimated Tax Apply payment to 1040ES (for1040, 1040A, 1040EZ) Tax period for payment 2023 Payment amount S8,976.88 Payment date May 14, 2023 Bank account ****4555 Conveníence fee $68.12 Keep this confirmation for yourrecords. Tax Payment Receipt",TAX_PAYMENT_CONFIRMATION "EFTPS Payment Acknowledgement Confirmation number 1193-3625-3173 Name Kwame M. Patel Reason for payment Estimated Tax Apply payment to Form 1040-ES Tax period for payment 2023 Payment amount $6,511.52 Payment date 6/5/23 Bank account ****0582 Keep this confirmation for your records.",TAX_PAYMENT_CONFIRMATION "Tax Payment Receipt Confirmation number 9497-2902-5444 Name Wei B. Walsh Reason for payment Estimated Tax Apply payment to Form 1040-ES Tax period for payment 2021 Payment amount $492.09 Payment date 3/25/21 Bank account XXX-XX-4697 Convenience fee $3.78 Do not mail a voucher for payments made online.",TAX_PAYMENT_CONFIRMATION "Estimated Payment Submitted Confirmation number 1949-8249-8081 Name Riley Rivera Reason for payment Estimated Tax Apply payment to 1040ES (for 1040, 1040A, 1040EZ) Tax period for payment 2023 Payment amount $16,378.63 Payment date December 16, 2023 Bank account ending in 8965 Keep this confirmation for your records.",TAX_PAYMENT_CONFIRMATION "EFTPS Payment Acknowledgement Confirmation number 2329-8720-8583 Name Lena Larsen Reason for payment Estimated Tax Apply payment to Form 1040-ES Tax period for payment 2026 Payment amount $16,660.06 Payment date 7/1/26 Bank account ***-**-3763 Your payment has been scheduled.",TAX_PAYMENT_CONFIRMATION "IRS Direct Pay - Payment Confirmation Confirmation numbcr 7113-9269-1076 Name Olivia Moreau Reason for payment Estimated Tax Apply payment to Form 1O40-ES Tax period for payment 2022 Payment amount S3,053.55 Payment date2022-07-16 Bank account ending in 2665 Do not mai1 a voucher for payments made online.",TAX_PAYMENT_CONFIRMATION "HSA Transaction History Evergreen Health Savings Account holder Account number Wei Okafor XXXXXl988 Date Description Amount 2023-06-03 Claim reimbursement - Sample Family Clinic -772.09 January 8, 2023 Card purchase Brightsmile Dental -276.l5 2023-06-10 Interest 164.42 April 3, 2023 Card purchase Brightsmile Dental -283.70 2023-12-20 Employer contribution 690.50 March 23, 2023 Employer contribution 278.70 Tax reminder: amounts on this statement may differ from your Form1099-5A.",INVESTMENT_STATEMENT "HSA Activity Transaction Date Merchant Category Amount Status Receipt 2023-01-10 VISION CENTER Pharmacy 873.31 Pending Uploaded 2023-09-25 SAMPLE FAMILY CLINIC Medical 555.98 Pending Uploaded 2023-06-25 SAMPLE FAMILY CLINIC Vision 793.17 Pending Uploaded 2023-10-03 BRIGHTSMILE DENTAL Medical 78.83 Posted Uploaded 05/09/2023 SAMPLE FAMILY CLINIC Vision 267.95 Posted Missing 05/15/2023 VISION CENTER Vision 891.44 Pending Missing 04/03/2023 BRIGHTSMILE DENTAL Medical 877.09 Pending Uploaded 06/03/2023 VISION CENTER Dental 46.03 Pending Missing",INVESTMENT_STATEMENT "HSA Transaction History Evergreen Health Savings Account holder Account number Alex Castillo ***-**-2844 Date Description Amount 11/22/26 Claim reimbursement - Sample Family Clinic -267.44 April 25, 2026 Payroll contribution 787.72 July 7, 2026 Interest 422.49 2026-06-05 Claim reimbursement - Sample Family Clinic -501.45 01/03/2026 Interest 299.73 2026-09-24 Card purchase CVS/PHARMACY -211.96",INVESTMENT_STATEMENT "Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Amara Haddad ***-**-8289 $1,823.14 10,045.12 587.46 1,142.74 $3,785.67 $67.13 Date Description Amount 6/6/26 Card purchase CVS/PHARMACY -788.69 July 23, 2026 Card purchase CVS/PHARMACY -298.25 10/5/26 Interest 228.68 June 27, 2026 Card purchase Brightsmile Dental -686.44 2026 HSA Annual Summary",INVESTMENT_STATEMENT "2023 HSA Annual Summary Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Hiro Larsen ending in 0194 6,109.54 17,826.90 1,479.28 $236.28 $1,881.12 $663.28 Date Description Amount November 11, 2023 Employer contribution 614.29 2023-06-21 Card purchase Brightsmile Dental -539.86 February 27, 2023 Employer contribution 218.42 8/13/23 Employer contribution 277.57 12/22/2023 Card purchase CVS/PHARMACY -529.57 Tax reminder: amounts on this statement may differ from your Form 5498-SA.",INVESTMENT_STATEMENT "HSA Claims and Contributions Downloaded 19/07/2021 Date Description Type Amount Cash Balance 28/11/2021 Card purchase - Pharmacy Intcrest 393.63 11842.66 2021-01-18 Payroll contribution Contribution -641.92 4458.11 2021-08-06 H5Ainterest Interest 631.78 3268.78 13/09/2021 Reimbursement to sdf Transfer 667.32 1006.89 02/12/2021 Transfer to HSA invcstments Transfer -213.55 4101.26 15/10/2021 Payroll contribution Transfer 55.03 4448.42 2021-01-23 Card purchase - Pharmacy Transfer 603.98 4544.95 2021-10-12 Reimbursement to self Contribution 504.97 4137.98",INVESTMENT_STATEMENT "HSA Transaction History Northwind HSA Custodian Account holder Account number Alex C. Rivera ending in 0695 Date Description Amount 04/15/2021 Card purchase Brightsmile Dental -432.49 2021-07-25 Card purchase Brightsmile Dental -495.15 11/04/2021 Payroll contribution 307.78 Tax reminder: amounts on this statement may differ from your Form 5498-SA.",INVESTMENT_STATEMENT "Transaction Date Merchant Category Amount Status Receipt 08/11/2022 CVS PHARMACY Medica1 897.36 Posted Uploaded 26/02/2022 BRIGHTSMILE DENTAL Medical 662.33 Pending Uploaded O2/04/2022 VISION CENTER Pharmacy 585.19 Postcd Missing 05/06/2022 VISION CENTER Pharmacy 6l4.22 Pending Uploaded 2022-05-20 SAMPLEFAMILY CLINIC Dental 7l1.13 Posted Uploaded 2022-07-17 BRIGHTSMILE DENTAL Dental 69.21 Posted Uploaded 2022-10-01 VISION CENTER Vision 530.98 Pending Uploaded",INVESTMENT_STATEMENT "Health Savings Account Statement Evergreen Health Savings Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Mateo Castillo ***-**-8720 2,903.30 $29,459.48 $428.50 240.41 3,002.34 $181.34 Date Description Amount 3/4/26 Card purchase CVS/PHARMACY -501.64 05/20/2026 Card purchase CVS/PHARMACY -280.84 2026-08-01 Card purchase Brightsmile Dental -117.47",INVESTMENT_STATEMENT "Date Description Type Amount Cash Balance 28/01/2022 Payroll contribution Contribution -629.59 10997.68 10/12/2022 Employer HSA contribution Transfer 693.54 10621.99 07/05/2022 Card purchase - Pharmacy Contribution -634.70 5272.98 01/07/2022 HSA interest Transfer -651.17 6842.96 2022-05-22 Payroll contribution Transfer 371.72 6357.91 20/04/2022 Card purchase - Pharmacy Distribution -424.31 3457.46 2022-09-20 Reimbursement to self Transfer -516.52 3367.33 09/23/2022 Payroll contribution Interest -353.24 10274.34",INVESTMENT_STATEMENT "2026 HSA Annual Summary Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Morgan J. Larsen XXX-XX-9083 $6,774.28 6,295.77 1,494.14 $3,290.65 3,828.79 111.45 Date Description Amount 05/08/2026 Card purchase Brightsmile Dental -175.16 July 19, 2026 Employer contribution 782.59 February 19, 2026 Card purchase Brightsmile Dental -65.91 2026-06-05 Card purchase Brightsmile Dental -773.68",INVESTMENT_STATEMENT "Health Savings Account ...5974 transactions Date Description Type Amount Cash Balance 2024-03-12 Card purchase - Pharmacy Transfer 808.24 2386.70 02/04/2024 Card purchase - Pharmacy Distribution -347.73 1510.20 2024-04-22 Payroll contribution Transfer -154.62 2317.23",INVESTMENT_STATEMENT "Northwind HSA Custodian Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Jordan R. Rivera ***-**-9O74 $5,030.47 23,933.92 $93.29 $344.97 l21.65 641.12 Datc Description Amount 8/14/22 Payroll contribution 501.91 2022-07-06 Card purchase CVS/PHARMACY -132.49 September 11, 2022 Card purchaseBrightsmile Dental -25.73 12/8/22 Employcr contribution 135.38 03/25/2022 Card purchase Brightsmile Dental -614.20",INVESTMENT_STATEMENT "HSA Transaction History Evergreen Health Savings Account holder Account number Wei Haddad ***-**-1300 Date Description Amount 2023-02-16 Card purchase CVS/PHARMACY -236.08 September 26, 2023 Claim reimbursement - Sample Family Clinic -293.68 1/9/23 Interest 337.10 IRS Form 5498-SA information for 2023 will be mailed separately.",INVESTMENT_STATEMENT "HSA Transaction History Sample HSA Bank Account holder Account number Avery M. Kowalski ****0946 Date Description Amount 2023-12-15 Claim reimbursement - Sample Family Clinic -528.98 January 18, 2023 Employer contribution 583.05 03/22/2023 Card purchase CVS/PHARMACY -481.94 11/4/23 Payroll contribution 353.99 This statement is not a Form 5498-SA. Keep it for your records.",INVESTMENT_STATEMENT "HSA Claims and Contributions Transaction Date Merchant Category Amount Status Receipt 2025-08-18 SAMPLE FAMILY CLINIC Medical 394.69 Pending Uploaded 06/08/2025 VISION CENTER Medical 190.30 Pending Missing 2025-02-11 BRIGHTSMILE DENTAL Dental 97.30 Pending Uploaded 08/26/2025 CVS PHARMACY Medical 305.89 Posted Uploaded 02/11/2025 CVS PHARMACY Medical 411.93 Posted Missing 13/12/2025 VISION CENTER Medical 33.48 Pending Uploaded 01/05/2025 BRIGHTSMILE DENTAL Dental 791.39 Pending Uploaded 04/18/2025 SAMPLE FAMILY CLINIC Medical 851.44 Posted Uploaded",INVESTMENT_STATEMENT "Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Alex J. Haddad ****4055 1,630.43 $10,995.39 $1,215.58 $1,960.38 2,284.80 836.42 Date Description Amount February 1, 2023 Card purchase CVS/PHARMACY -766.00 3/20/23 Card purchase CVS/PHARMACY -704.28 8/17/23 Interest 292.03 02/20/2023 Payroll contribution 518.79 01/11/2023 Interest 169.43 IRS Form 5498-SA information for 2023 will be mailed separately.",INVESTMENT_STATEMENT "2026 HSA Annual Summary Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Alex Patel ***-**-4350 6,724.48 $19,387.64 $1,345.88 $3,803.32 $2,212.32 487.21 Date Description Amount January 13, 2026 Interest 132.26 2026-11-26 Payroll contribution 721.42 2026-11-12 Card purchase CVS/PHARMACY -244.09 11/15/26 Claim reimbursement - Sample Family Clinic -681.10 11/12/2026 Claim reimbursement - Sample Family Clinic -110.34 Tax reminder: amounts on this statement may differ from your Form 1099-SA.",INVESTMENT_STATEMENT "Transaction Date Merchant Category Amount Status Receipt 10/02/2021 VISION CENTER Medical 178.15 Posted Uploaded 06/16/2021 CVS PHARMACY Dental 678.24 Pending Missing 07/12/2021 BRIGHTSMILE DENTAL Medical 767.21 Posted Missing",INVESTMENT_STATEMENT "Sample HSA Bank Account holder Account number AveryPate1 ****0637 Date Description Amount April 26, 2025 Employcr contribution 683.28 5/14/25 Interest 206.03 6/27/25 Claim reimbursement - Sample Family Clinic -508.84 2025-09-16 Employer contribution 273.70 HSA Transaction History",INVESTMENT_STATEMENT "HSA Transaction History Northwind HSA Custodian Account holder Account number Hiro Nguyen XXX-XX-8811 Date Description Amount 02/15/2026 Claim reimbursement - Sample Family Clinic -709.27 July 8, 2026 Interest 87.95 2026-04-28 Card purchase Brightsmile Dental -9.50 12/01/2026 Card purchase CVS/PHARMACY -405.01 IRS Form 1099-SA information for 2026 will be mailed separately.",INVESTMENT_STATEMENT "Health Savings Account Statement Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Jamie K. Adeyemi XXX-XX-0986 3,237.3l 24,856.58 l,471.25 3,825.40 $2,752.64 137.76 Date Description Amount 07/27/2021 Payroll contribution 376.05 2021-08-14 Interest 92.30 12/25/2021 Card purchase CV5/PHARMACY -447.06 2021-01-02 Payroll contribution 717.39 April2, 2021 Interest 274.89 3/2l/21 Payroll contribution 525.20",INVESTMENT_STATEMENT "2022 HSA Annual Summary Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Morgan Kowalski XXX-XX-6344 $831.80 $21,738.78 $329.20 $2,142.10 $507.99 $548.25 Date Description Amount September 25, 2022 Payroll contribution 270.54 September 8, 2022 Interest 210.42 April 20, 2022 Interest 396.43 5/6/22 Card purchase Brightsmile Dental -629.67 12/26/22 Card purchase CVS/PHARMACY -151.54 IRS Form 5498-SA information for 2022 will be mailed separately.",INVESTMENT_STATEMENT "2022 HSA Annual Summary Northwind HSA Custodian Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Olivia Fischer ***-**-9131 $729.92 22,597.14 $968.57 3,963.96 1,995.32 832.59 Date Description Amount 2022-02-25 Card purchase Brightsmile Dental -413.18 10/07/2022 Employer contribution 226.60 1/1/22 Employer contribution 369.19 May 14, 2022 Payroll contribution 430.53 02/08/2022 Card purchase CVS/PHARMACY -234.63 2022-02-08 Claim reimbursement - Sample Family Clinic -50.73",INVESTMENT_STATEMENT "Downloaded 2022-04-26 Transaction Date Merchant Category Amount Status Receipt 02/17/2022 VISION CENTER Dental 505.34 Pending Missing 2022-05-12 BRIGHTSMILE DENTAL Vision 748.33 Pending Missing 25/08/2022 BRIGHTSMILE DENTAL Medical 104.63 Pending Missing 22/02/2022 VISION CENTER Vision 731.53 Pending Uploaded 03/07/2022 CVS PHARMACY Pharmacy 15.99 Posted Uploaded 2022-06-24 VISION CENTER Vision 16.72 Pending Missing 12/03/2022 VISION CENTER Vision 619.32 Pending Uploaded 18/06/2022 VISION CENTER Medical 530.83 Posted Uploaded",INVESTMENT_STATEMENT "Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Riley C. Walsh ending in 0062 2,132.66 $38,447.34 1,090.74 $3,253.32 $3,241.66 531.52 Date Description Amount 2025-02-07 Card purchase CVS/PHARMACY -568.39 06/19/2025 Card purchase Brightsmile Dental -620.14 January 24, 2025 Card purchase Brightsmile Dental -674.95 5/13/25 Payroll contribution 710.80 11/3/25 Card purchase CVS/PHARMACY -170.76 2025 HSA Annual Summary",INVESTMENT_STATEMENT "2021 HSA Annual Summary Evergreen Health Savings Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Avery L. Larsen ****2983 6,287.57 $16,174.24 1,116.67 2,150.39 1,054.50 153.98 Date Description Amount 2021-05-28 Employer contribution 528.32 April 3, 2021 Interest 678.44 12/13/21 Employer contribution 738.65 IRS Form 5498-SA information for 2021 will be mailed separately.",INVESTMENT_STATEMENT "2025 HSA Annual Summary Northwind HSA Custodian Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / daims paid Interest and earnings Fatima Nguyen XXXXX8598 S8,582.l9 $13,384.25 1,204.71 2,376.51 2,436.03 $326.55 Date Description Amount 2/16/25 Interest 536.14 5/9/25 Payroll contribution 668.13 April 9, 2025 Claim reimbursement- 5ample Family Clinic -191.14 11/O6/2025 Card purchase Brightsmile Dental -57.25 January 2, 2025 Payroll contribution 195.90 August 24, 2025 Payroll contribution 699.81",INVESTMENT_STATEMENT "Health Savings Account Statement Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Wei Nguyen XXX-XX-7950 3,492.25 4,375.71 $1,359.22 1,629.54 2,434.58 $186.35 Date Description Amount 11/23/2023 Payroll contribution 322.21 9/21/23 Interest 408.72 08/22/2023 Card purchase Brightsmile Dental -618.15 1/23/23 Card purchase Brightsmile Dental -110.81 2023-11-05 Employer contribution 673.12 11/12/23 Employer contribution 600.98 Your 2023 Form 1099-SA will be available online by January 31, 2024.",INVESTMENT_STATEMENT "HSA Transaction History Northwind HSA Custodian Account holder Account number Priya Testcase ending in 3137 Date Description Amount 7/14/24 Claim reimbursement - Sample Family Clinic -232.37 12/28/2024 Card purchase Brightsmile Dental -715.52 January 23, 2024 Card purchase CVS/PHARMACY -46.37 January 4, 2024 Claim reimbursement - Sample Family Clinic -736.11 February 20, 2024 Card purchase Brightsmile Dental -60.67",INVESTMENT_STATEMENT "Health Savings Account Statcment Northwind HSA Custodian Account holder Account number Cash balance Invested balance Employer contributions Employee contríbutions Distributions / claims paid Interest and eamings Casey Fischer ***-**-7514 $6,747.24 $16,532.52 137.O0 1,829.78 3,511.07 470.56 Date Descríption Amount 2024-03-13 Card purchase Brightsmile Dental -151.14 April 13, 2024 Cardpurchase CVS/PHARMACY -242.90 9/16/24 Card purchase Brightsmile Dental -347.18 4/21/24 Interest 396.00 June 27, 2024 Card purchase CVS/PHARMACY -30l.71 2024-02-28 Employer contríbution 48.27 Your 2024 Form 5498-SA will be available online by January 31, 2025.",INVESTMENT_STATEMENT "Sample HSA Bank Account holder Account number Cash balance Invested balance Employer contributions Employee contributions Distributions / claims paid Interest and earnings Noah Nguyen ****5867 4,014.92 34,918.98 825.15 $1,424.76 $2,693.23 $394.21 Date Description Amount 1/15/21 Payroll contribution 183.47 June 10, 2021 Claim reimbursement - Sample Family Clinic -637.01 August 7, 2021 Interest 447.71 April 3, 2021 Card purchase Brightsmile Dental -739.02 2021 HSA Annual Summary",INVESTMENT_STATEMENT "Auto Policy Declarations Harbor Life Assurance Policy number,PA-379480 Policy period,""January 18, 2025 to 09/07/2026"" Named insured,Jordan R. Haddad Vehicle,2019 Honda Civic Bodilyinjury líability,""S100,000 / $300,000"" Collision deductible,$500 Six-month prcmium,""$1,055.17""",INSURANCE_DOCUMENT "Annual Policy Statement - Universal Life Evergreen Health Plan Policy number,UL2787847 Insured,Priya Sato Death benefit,""$848,413.08"" Premiums paid this year,""$4,751.57"" Cash value,""$24,623.62"" Cost of insurance charges,""$1,996.41""",INSURANCE_DOCUMENT "Auto Policy Declaratíons Granite Auto Insurance Co. Policynumber,PA-935303 Po1icy period,""2025-10-19 to December 11, 2026"" Named insured,Wei Walsh Vehicle,2024 Ford F-150 Bodily injury liability,""$100,000 / $300,000"" Collision dcductible,$500 Six-month premium,""$1,041.17""",INSURANCE_DOCUMENT "Auto Policy Declarations Sample Mutual Insurance Policy number,PA-585762 Policy period,""4/22/26 to February 20, 2027"" Named insured,Morgan Testcase Vehicle,2021 Subaru Outback Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,""$1,848.04"" Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Sample Mutual Insurance Policy number,UL2016340 Insured,Hiro Okafor Death benefit,""$473,242.81"" Premiums paid this year,$357.04 Cash value,""$65,823.53"" Cost of insurance charges,""$2,270.73""",INSURANCE_DOCUMENT "Evergreen Health Plan Policy number,PA-939994 Policy period,11/19/26 to 3/19/27 Named insured,Avery Haddad Vehicle,2025 Toyota Corolla Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,""$1,078.28""",INSURANCE_DOCUMENT "Explanation of Benefits Sample Mutual Insurance THIS IS NOT A BILL Member,Priya Kowalski Claim number,9196068294 Provider,Lakeshore Pharmacy Date of service,6/2/21 Amount billed,Plan discount,Plan paid,You may owe ""1,307.87"",392.36,653.94,261.57 Deductible met year to date,""$2,762.97""",INSURANCE_DOCUMENT "Premium Due Notice Sample Mutual Insurance Policy number,82081434 Policyholder,Jordan Castillo Amount due,$373.45 Due date,8/24/23 Pay online to avoid a lapse in coverage. Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Premium Due Notice Harbor Life Assurance Policy number,53794714 Policyholder,Kwame Fischer Amount due,""$1,076.12"" Due date,2021-01-06 Pay online to avoid a lapse in coverage.",INSURANCE_DOCUMENT "HomeownersPolicy Declarations Harbor Life Assurance Policy number,HO-8O4852 Residence premises,""6445 Elm Park Pl Brookhaven, PA 78017"" Coverage A - Dwelling,""$808,156.23"" Coverage E - Personal liability,""$300,000"" All other perils deductible,""$1,000"" Annua1 premium,""$4,239.72"" Mortgagce,Riverbend Mortgage Servicing",INSURANCE_DOCUMENT "Annual Policy Statement - Universal Life Granite Auto Insurance Co. Policy number,UL6433894 Insured,Amara Larsen Death benefit,""$369,971.41"" Premiums paid this year,""$6,874.82"" Cash value,""$23,138.56"" Cost of insurance charges,""$2,921.56""",INSURANCE_DOCUMENT "Sample Mutual Insurance Policy number,PA-184554 Policy period,05/09/2024 to 2025-07-11 Named insured,Taylor Haddad Vehicle,2016 Ford F-150 Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,""$1,589.34""",INSURANCE_DOCUMENT "Granite Auto Insurance Co. Policy number,36891621 Policyholder,Jordan J. Lindqvist Amount due,""S1,075.71"" Due date,""July 23, 2025"" Pay online to avoida lapse in coverage.",INSURANCE_DOCUMENT "Annual Policy Statement - Universal Life Harbor Life Assurance Policy number,UL5544915 Insured,Jamie Castillo Death benefit,""$192,504.19"" Premiums paid this year,""$1,287.07"" Cash value,""$36,613.82"" Cost of insurance charges,""$1,470.18"" Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Evergreen Health Plan Policy number,PA-607351 Policy period,2021-03-12 to 2022-09-07 Named insured,Morgan A. Lindqvist Vehicle,2018 Honda Civic Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,""$1,393.44"" Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Annual Policy Statement - Universal Life Granite Auto Insurance Co. Policy number,UL2178765 Insured,Kwame Moreau Death benefit,""$204,885.32"" Premiums paid this year,""$3,832.49"" Cash value,""$15,770.49"" Cost of insurance charges,""$1,853.19""",INSURANCE_DOCUMENT "Sample Mutual Insurance Policy number,PA-430397 Policy period,""August 4, 2021 to 2022-11-20"" Named insured,Morgan L. Tanaka Vehicle,2019 Subaru Outback Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,$450.51 Health coverage information forms (1095) are issued separately when required. Auto Policy Declarations",INSURANCE_DOCUMENT "Premium Due Notice Sample Mutual Insurance Policy number,15523535 Policyholder,Riley Rivera Amount due,$740.68 Due date,5/14/22 Pay online to avoid a lapse in coverage.",INSURANCE_DOCUMENT "Auto Policy Declarations Granite Auto Insurance Co. Policy number,PA-673928 Policy period,""May 25, 2026 to May 15, 2027"" Named insured,Hiro Adeyemi Vehicle,2024 Subaru Outback Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,""$1,381.04"" Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Auto Policy Declarations Evergreen Health Plan Policy number,PA-956172 Policy period,3/24/23 to 03/20/2024 Named insured,Casey Fischer Vehicle,2017 Subaru Outback Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,$556.23",INSURANCE_DOCUMENT "Auto Policy Declarations Harbor Life Assurance Policy number,PA-273413 Policy period,""September 23, 2024 to 2025-05-15"" Named insured,Amara Brennan Vehicle,2020 Ford F-150 Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,$839.84",INSURANCE_DOCUMENT "Evergreen Health Plan Policy number,PA-680085 Policy period,11/20/24 to 2025-07-22 Named insured,Amara Fischer Vehicle,2024 Subaru Outback Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,$908.17",INSURANCE_DOCUMENT "Harbor Life Assurance THIS IS NOT A BILL Member,Wei Patel Claim number,9648882043 Provider,Sample Family Clinic Date of service,10/03/2022 Amount billed,Plan discount,Plan paid,You may owe ""1,594.01"",478.20,797.01,318.80 Deductible met year to date,""$2,175.71"" Explanation of Benefits",INSURANCE_DOCUMENT "Annual Policy Statement - Universal Life Evergreen Health Plan Policy number,UL9318360 Insured,Diego Patel Death benefit,""S301,432.80"" Premiums paid thisyear,""$7,637.94"" Cash value,""$77,506.40"" Cost of insurance charges,""$1,051.67""",INSURANCE_DOCUMENT "Explanation of Benefits Harbor Life Assurance THIS IS NOT A BILL Member,Wei S. Moreau Claim number,2540488010 Provider,Lakeshore Pharmacy Date of service,2025-01-23 Amount billed,Plan discount,Plan paid,You may owe ""2,080.00"",624.00,""1,040.00"",416.00 Deductible met year to date,$725.39",INSURANCE_DOCUMENT "Homeowners Policy Declarations Granite Auto Insurance Co. Policy number,HO-283777 Residence premises,""811 Oak Hollow Ct Oak Grove, TX 74496"" Coverage A - Dwelling,""$598,679.75"" Coverage E - Personal liability,""$300,000"" All other perils deductible,""$1,000"" Annual premium,""$2,757.69"" Mortgagee,Lakeshore Home Lending Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Explanation of Benefits Granite Auto Insurance Co. THIS IS NOT A BILL Mcmbcr,Hiro C.Haddad Claim number,6552241935 Providcr,5ample Family Clinic Date of service,2021-07-03 Amount billed,Plan discount,Plan paid,You may owe ""1,424.02"",427.21,712.01,284.80 Deductible met year to date,""$1,514.37"" Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Annual Policy Statement - Universal Life Harbor Life Assurance Policy number,UL4434707 Insured,Olivia Okafor Death benefit,""$583,099.04"" Premiums paid this year,""$3,687.01"" Cash value,""$24,697.84"" Cost of insurance charges,$519.37 Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Homeowners Policy Declarations Sample Mutual Insurance Policy number,HO-402297 Residence premises,""9660 Willow Bend Way Fairview, OH 60331"" Coverage A - Dwelling,""$207,201.65"" Coverage E - Personal liability,""$300,000"" All other perils deductible,""$1,000"" Annual premium,""$3,272.46"" Mortgagee,Pinecrest Mortgage Company",INSURANCE_DOCUMENT "Auto Policy Declarations Granite Auto Insurance Co. Policy number,PA-917456 Policy period,3/26/24 to 2025-02-12 Named insured,Jamie B. Romero Vehicle,2016 Ford F-150 Bodily injury liability,""$100,000 / $300,000"" Collision deductible,$500 Six-month premium,""$1,379.00"" Health coverage information forms (1095) are issued separately when required.",INSURANCE_DOCUMENT "Granite Auto Insurance Co. THIS IS NOT A BILL Member,Hiro Tanaka Claim number,9902598190 Provider,Sample Family Clinic Date of service,2024-08-18 Amount billed,Plan discount,Plan paid,You may owe ""2,882.46"",864.74,""1,441.23"",576.49 Deductible met year to date,""$2,250.57"" Explanation of Benefits",INSURANCE_DOCUMENT "Homeowners Policy Declarations Evergreen Health Plan Policy number,HO-378083 Residence premises,""7684 Elm Park Pl Brookhaven, PA 63996"" Coverage A - Dwelling,""$428,974.33"" Coverage E - Personal liability,""$300,000"" All other perils deductible,""$1,000"" Annual premium,""$5,166.27"" Mortgagee,Pinecrest Mortgage Company",INSURANCE_DOCUMENT "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. Part I Information About the Estate or Trust'S name: Larsen Irrevocable Trust To: Casey Adeyemi 14 Other information DD 3,973.05 4a Net long-term capital gain $5,452.14",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. 2022 Part I Information About the Estate or Trust: Testcase Family Trust To: Sofia Kowalski 1 Interest income $5,258.70",K-1 "VOID CORRECTED 2023 OMB No. 1545-0092 Final K-1 AmendedK-1 Department of the Treasury Internal Revenue Service Part I Information About theEstate or Trust Testcase Family Trust 508 Prairie Ave Brookhaven, PA 19715A Estate's or trust's employer identification number 65-3261980 Part II Information About the Beneficiary Amara Castillo C Beneficiary's identifying number ending in 7364 Street address (induding apt. no.) 8189 0ak Hollow Ct Cíty or town, state or province, country, and ZIPor foreign postal code Testville, IL 27234 1 Interest income 5,541.74 2a Ordinary dívidends 2,813.76 4a Net long-term capital gain $5,78O.55 5 Other portfolio and nonbusiness income 0.00 14 Other information W 402.59 5chedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc.",K-1 "From: TestcaseFamily Trust To: Mateo E. Haddad 14 Other information C 6,249.17",K-1 "VOID CORRECTED Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. Final K-1 Amended K-1 Department of the Treasury Internal Revenue Service Part I Information About the Estate or Trust Larsen Irrevocable Trust 912 Lakeshore Blvd Riverton, WI 91415 A Estate's or trust's employer identification number 98-6405665 Part II Information About the Beneficiary Priya Rivera C Beneficiary's identifying number XXXXX3107 Street address (including apt. no.) 1164 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 17652 Account number (see instructions) ****472935 1 Interest income 3,385.63 3 Net short-term capital gain $0.00 4a Net long-term capital gain $8,168.18 5 Other portfolio and nonbusiness income 14 Other information V 5,916.16",K-1 "CORRECTED (if checked) 2021 Final K-1 Amended K-1 Part I Informatíon About the Estate or Trust Testcase Family Trust4691 Willow Bend Way Lakewood, CO 65263 A Estate's or trust's employeridentification number 47-7242965 Part II Information About the Beneficiary Noah L. Sato C Beneficiary's identifying number ****4649 Street address (induding apt. no.) 4415Granite St City or town, state or province, country, and ZIP or foreign posta1 codc Baysíde, WA 25O53 Account number (see instructions) XXX-XX-924807 1 Interest income S4,268.O8 2a Ordinary dividends 7,956.47 4a Net long-term capital gain $2,599.62 5 Other portfolio and nonbusiness income l4 Other information AA 3,850.02 Schedule K-1 (Form 1041) Beneficiary's Share ofIncome, Deductions, Credits, etc.",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. For calendar year 2023 OMB No. 1545-0092 Department of the Treasury Internal Revenue Service Part I Information About the Estate or Trust Larsen Irrevocable Trust 3898 Lakeshore Blvd Bayside, WA 39404 A Estate's or trust's employer identification number 62-4218631 Part II Information About the Beneficiary Noah Walsh C Beneficiary's identifying number XXXXX4848 Street address (including apt. no.) 1021 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 72390 Account number (see instructions) ***-**-302538 1 Interest income 975.72 4a Net long-term capital gain 3,934.27 5 Other portfolio and nonbusiness income 14 Other information DD 331.05",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. 2022 OMB No. 1545-0092 Department of the Treasury Internal Revenue Service Part I Information About the Estate or Trust Testcase Family Trust 2919 Sample Street Riverton, WI 34783 A Estate's or trust's employer identification number 56-2985172 Part II Information About the Beneficiary Amara B. Moreau C Beneficiary's identifying number XXXXX1432 Street address (including apt. no.) 7081 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Testville, IL 41579 1 Interest income $5,094.84 2a Ordinary dividends $4,148.15 3 Net short-term capital gain 5 Other portfolio and nonbusiness income 0.00 14 Other information D 1,517.45",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. 0MB No. 1545-0092 Final K-1 Amended K-1 Department of the Treasury Internal Revenue Service Part I Information About thc Estateor Trust Estate of R. Walsh 4735 Elm Park Pl Oak Grove, TX 93926 A Estate's or trust's employer identification number 4O-5877206 Part II Information About the Beneficiary Wei M. Lindqvist C Beneficiary's identifying number XXX-XX-3004Street address (induding apt. no.) 3240 Elm Park Pl City or town, state or province, country, and ZIP or foreign postalcode Maplewood, MN 52247 l Interest income S6,305.69 3 Net short-tcrm capita1 gain 4a Net long-term capital gain 8,289.87 5 0ther portfolio andnonbusiness income 14 Other information D 64.15 Department of the Treasury - Internal Revenue Servicc Form K-1 (Form 1041) (keep foryour records) www.írs.gov/FormScheduleK1Form1041",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. 2024 Part I Information About the Estate or Trust'S name: Testcase Family Trust Recipient's name: Taylor K. Fischer 14 Other information V 2,056.89",K-1 "☐ CORRECTED Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. For calendar year 2025 OMB No. 1545-0092 Final K-1 Amended K-1 Part I Information About the Estate or Trust Testcase Family Trust 461 Harbor View Rd Cedar Falls, IA 51304 A Estate's or trust's employer identification number 66-6545781 Part II Information About the Beneficiary Jamie Sato C Beneficiary's identifying number XXX-XX-2525 Street address (including apt. no.) 6053 Granite St City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 93046 Account number (see instructions) ***-**-669302 1 Interest income 1,927.02 4a Net long-term capital gain 9,459.14 5 Other portfolio and nonbusiness income",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. OMB No. 1545-0092 Final K-1 Amended K-1 Part I Information About the Estate or Trust Estate of R. Walsh 9009 Willow Bend Way Testville, IL 53308 A Estate's or trust's employer identification number 74-3670255 Part II Information About the Beneficiary Priya R. Kowalski C Beneficiary's identifying number ****0256 1 Interest income 81.51 2a Ordinary dividends $9,395.44 3 Net short-term capital gain $0.00 4a Net long-term capital gain 1,368.05 5 Other portfolio and nonbusiness income 14 Other information C 5,547.12 Department of the Treasury - Internal Revenue Service Form K-1 (Form 1041) (keep for your records) www.irs.gov/FormScheduleK1Form1041",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. 2024 Part I Information About the Estate or Trust Testcase Family Trust 8523 Granite St Cedar Falls, IA 86494 A Estate's or trust's employer identification number 41-3573861 Part II Information About the Beneficiary Kwame Romero C Beneficiary's identifying number ending in 9231 Street address (including apt. no.) 8894 Maple Ridge Dr City or town, state or province, country, and ZIP or foreign postal code Fairview, OH 26769 Account number (see instructions) ****715845 1 Interest income $7,585.04 2a Ordinary dividends $1,294.83 4a Net long-term capital gain 3,724.54 5 Other portfolio and nonbusiness income $0.00 14 Other information V 472.66 Department of the Treasury - Internal Revenue Service Form K-1 (Form 1041) (keep for your records) www.irs.gov/FormScheduleK1Form1041",K-1 "OMB No. 1545-0092 Final K-1 Amended K-1 Department of the Treasury Internal Revenue Service Part I Information About the Estate or Trust Testcase Family Trust 5159 Sample Street Cedar Falls, IA 25479 A Estate's or trust's employer identification number 33-5031455 Part II Information About the Beneficiary Morgan K. Rivera C Beneficiary's identifying number XXXXX9994 Account number (see instructions) ***-**-825809 1 Interest income 8,958.70 2a Ordinary dividends 8,008.38 3 Net short-term capital gain 4a Net long-term capital gain $3,660.14 5 Other portfolio and nonbusiness income 14 Other information C 7,384.21 Department of the Treasury - Internal Revenue Service",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. OMB No. 1545-0092 Department of the Treasury Internal Revenue Service Part I Information About the Estate or Trust Estate of R. Walsh 3983 Cedar Ln Lakewood, CO 22352 A Estate's or trust's employer identification number 39-3150124 Part II Information About the Beneficiary Jamie Sato C Beneficiary's identifying number ****2907 Street address (including apt. no.) 1565 Granite St City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 71020 1 Interest income $3,651.33 2a Ordinary dividends $3,023.38 3 Net short-term capital gain 4a Net long-term capital gain 4,246.94 5 Other portfolio and nonbusiness income $0.00 14 Other information V 2,433.81 Department of the Treasury - Internal Revenue Service Form K-1 (Form 1041) (keep for your records) www.irs.gov/FormScheduleK1Form1041",K-1 "Schedule K-1 (Form 1041) Beneficiary's Share of Income, Deductions, Credits, etc. 2021 OMB No. 1545-0092 Part I Information About the Estate or Trust Estate of R. Walsh 8559 Granite St Brookhaven, PA 81259 A Estate's or trust's employer identification number 94-5015572 Part II Information About the Beneficiary Noah Sato C Beneficiary's identifying number ***-**-1557 Street address (including apt. no.) 7774 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 75004 Account number (see instructions) XXX-XX-443863 1 Interest income $2,513.98 2a Ordinary dividends 6,531.17 3 Net short-term capital gain $0.00 4a Net long-term capital gain $2,140.59 5 Other portfolio and nonbusiness income 0.00 14 Other information C 3,982.96",K-1 "2022 Final K-1 Amended K-1 | Field | Value | | --- | --- | | Part I Information About the Partnership | Sample Rentals LP 5222 Maple Ridge Dr Brookhaven, PA 24938 | | A Partnership's employer identification number | 75-6533649 | | Part II Information About the Partner | Alex L. Lindqvist | | E Partner's SSN or TIN | ****3403 | | Street address (including apt. no.) | 3864 Maple Ridge Dr | | City or town, state or province, country, and ZIP or foreign postal code | Riverton, WI 48293 | | 1 Ordinary business income (loss) | 23,996.48 | | 2 Net rental real estate income (loss) | 10,422.70 | | 4a Guaranteed payments for services | | | 5 Interest income | 7,363.15 | | 14 Self-employment earnings (loss) | 2,373.34 | | L Ending capital account | $108,397.19 | Department of the Treasury - Internal Revenue Service",K-1 "| Field | Value | | --- | --- | | Part I Information About the Partnership: | Sample Rentals LP | | Recipient's name: | Sofia Castillo | | 1 Ordinary business income (loss) | (3,952.02) | | 19 Distributions | $7,850.15 | | 2 Net rental real estate income (loss) | -5,655.14 |",K-1 "CORRECTED (if checked) Schedule K-1(Form 1065) Partner's Share of Income, Deductions, Crcdits, etc. 2025 ## Final K-1 Amended K-1 Department of the Treasury Internal Revenue Service | Field | Value | |--- | --- | | Part I Information About thePartnership | Samp1e Rentals LP 42 Prairie Ave Fairview, 0H 24257 | | A Partnership's employer identification number | 39-8820009 | | Part II Information About the Partner | Priya Tanaka | | E Partner's SSN or TIN | ***-**-6414 | | 1Ordinary business income (loss) | 4,718.07 | | 4a Guaranteed payments for services | O.00 | | 5 Interest income | 8,491.85 | | 14 Self-employment eamings (loss) | 17,789.17 | | 19 Distributions |1,866.21 | | L Ending capital account | $1,725.75 | ## Dcpartment of the Treasury - Intemal Revenue 5ervice Form K-1 (Form 1065) (keep for your records) www.irs.gov/FormScheduleK1Form1065",K-1 "VOID CORRECTED OMB No. 1545-0123 ## Final K-1 Amended K-1 | Field | Value | | --- | --- | | Part I Information About the Partnership | Granite Holdings Partners 865 Elm Park Pl Fairview, OH 34432 | | A Partnership's employer identification number | 32-1690885 | | Part II Information About the Partner | Olivia Kowalski | | E Partner's SSN or TIN | ****2026 | | Street address (including apt. no.) | 5754 Willow Bend Way | | City or town, state or province, country, and ZIP or foreign postal code | Cedar Falls, IA 45676 | | 1 Ordinary business income (loss) | 14,051.54 | | 2 Net rental real estate income (loss) | 15,191.46 | | 4a Guaranteed payments for services | 0.00 | | 5 Interest income | 451.29 | | 14 Self-employment earnings (loss) | 15,931.23 | | 19 Distributions | $3,163.86 | | L Partner's Capital Account Analysis Beginning capital account | $37,944.50 | | L Ending capital account | $59,980.92 | Department of the Treasury - Internal Revenue Service",K-1 "2026 ## Final K-1 Amended K-1 Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Information About the Partnership | Sample Rentals LP 7374 Willow Bend Way Riverton, WI 92663 | | A Partnership's employer identification number | 80-5141154 | | Part II Information About the Partner | Fatima A. Walsh | | E Partner's SSN or TIN | XXX-XX-6081 | | Street address (including apt. no.) | 8940 Harbor View Rd | | City or town, state or province, country, and ZIP or foreign postal code | Fairview, OH 48218 | | 1 Ordinary business income (loss) | 29,718.75 | | 2 Net rental real estate income (loss) | -2,225.82 | | 4a Guaranteed payments for services | 0.00 | | 19 Distributions | $7,164.45 | | L Partner's Capital Account Analysis Beginning capital account | $27,768.05 | | L Ending capital account | 58,861.80 | ## Department of the Treasury - Internal Revenue Service",K-1 "VOID CORRECTED ## Schedule K-1 (Form 1065) Partner's Share of Income, Deductions, Credits, etc. Final K-1 Amended K-1 Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Information About the Partnership | Riverbend Ventures LLC 6538 Willow Bend Way Brookhaven, PA 62326 | | A Partnership's employer identification number | 23-5351016 | | Part II Information About the Partner | Avery Brennan | | E Partner's SSN or TIN | ending in 6705 | | Street address (including apt. no.) | 1931 Cedar Ln | | City or town, state or province, country, and ZIP or foreign postal code | Bayside, WA 13010 | | Account number (see instructions) | ending in 213802 | | 1 Ordinary business income (loss) | 1,750.49 | | 4a Guaranteed payments for services | | | 5 Interest income | $4,063.28 | | 14 Self-employment earnings (loss) | 5,239.21 | | 19 Distributions | 5,782.63 | | L Partner's Capital Account Analysis Beginning capital account | $25,864.67 | | L Ending capital account | 48,251.56 | ## Department of the Treasury - Internal Revenue Service ## Form K-1 (Form 1065) (keep for your records) www.irs.gov/FormScheduleK1Form1065",K-1 "2025 ## Final K-1 Amended K-1 ## Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Information About the Partnership | Granite Holdings Partners 1597 Prairie Ave Fairview, OH 67156 | | A Partnership's employer identification number | 22-4515201 | | Part II Information About the Partner | Fatima Lindqvist | | E Partner's SSN or TIN | XXX-XX-2405 | | Street address (including apt. no.) | 7649 Prairie Ave | | City or town, state or province, country, and ZIP or foreign postal code | Pinecrest, GA 15686 | | 1 Ordinary business income (loss) | 2,184.22 | | 2 Net rental real estate income (loss) | 7,222.31 | | 4a Guaranteed payments for services | $0.00 | | 5 Interest income | 7,602.31 | | 14 Self-employment earnings (loss) | (2,111.93) | | L Partner's Capital Account Analysis Beginning capital account | 12,336.35 | | L Ending capital account | $137,467.39 | Department of the Treasury - Internal Revenue Service Schedule K-1 (Form 1065) Partner's Share of Income, Deductions, Credits, etc. Form K-1 (Form 1065) (keep for your records) www.irs.gov/FormScheduleK1Form1065",K-1 "| Field | Value | | --- | --- | | From: | Granite Holdings Partners | | To: | Alex J. Walsh | | 2 Net rental real estate income (loss) | 10,794.64 | | 14 Self-employment earnings (loss) | 2,717.60 | | 5 Interest income | $6,809.83 |",K-1 "For calendar year 2025 ## OMB No. 1545-0123 Final K-1 Amended K-1 | Field | Value | | --- | --- | | Part I Information About the Partnership | Sample Rentals LP 9676 Maple Ridge Dr Pinecrest, GA 40788 | | A Partnership's employer identification number | 43-2630005 | | Part II Information About the Partner | Diego Romero | | E Partner's SSN or TIN | ***-**-6130 | | Street address (including apt. no.) | 7713 Harbor View Rd | | City or town, state or province, country, and ZIP or foreign postal code | Bayside, WA 11459 | | 4a Guaranteed payments for services | | | 5 Interest income | 6,735.07 | | 19 Distributions | 8,077.41 | | L Partner's Capital Account Analysis Beginning capital account | $129,059.74 | | L Ending capital account | 100,051.09 | Department of the Treasury - Internal Revenue Service ## Schedule K-1 (Form 1065) ## Partner's Share of Income, Deductions, Credits, etc. Form K-1 (Form 1065) (keep for your records) www.irs.gov/FormScheduleK1Form1065",K-1 "| Field | Value | | --- | --- | | Part I Information About the Partnership: | Granite Holdings Partners | | Recipient's name: | Jordan Larsen | | L Ending capital account | $79,157.43 | | 1 Ordinary business income (loss) | 20,060.07 | | 5 Interest income | 6,442.32 |",K-1 "CORRECTED (if checked) For calendar year 2021 Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Information About the Partnership | Riverbend Ventures LLC 6054 Sample Street Brookhaven, PA 29014 | | A Partnership's employer identification number | 64-9007912 | | Part II Information About the Partner | Diego Patel | | E Partner's SSN or TIN | ***-**-9205 | | 1 Ordinary business income (loss) | 26,596.41 | | 2 Net rental real estate income (loss) | 19,558.17 | | 5 Interest income | 5,653.14 | | 14 Self-employment earnings (loss) | 25,370.55 | | 19 Distributions | 8,019.29 | | L Partner's Capital Account Analysis Beginning capital account | 71,435.52 | | L Ending capital account | 43,942.41 | Department of the Treasury - Internal Revenue Service Schedule K-1 (Form 1065) ## Partner's Share of Income, Deductions, Credits, etc. Form K-1 (Form 1065) (keep for your records) www.irs.gov/FormScheduleK1Form1065",K-1 "## 2024 OMB No. 1545-0123 | Field | Value | | --- | --- | | Part I Information About the Partnership | Sample Rentals LP 3364 Lakeshore Blvd Pinecrest, GA 41821 | | A Partnership's employer identification number | 77-2623237 | | Part II Information About the Partner | Riley Haddad | | E Partner's SSN or TIN | XXXXX9465 | | 1 Ordinary business income (loss) | (431.32) | | 4a Guaranteed payments for services | | | 5 Interest income | 4,146.56 | | 14 Self-employment earnings (loss) | 18,239.42 | | L Partner's Capital Account Analysis Beginning capital account | 114,904.27 | | L Ending capital account | $38,338.01 | Department of the Treasury - Internal Revenue Service",K-1 "Schedule K-1 (Form 1065) Partner's Share of Income, Deductions, Credits, etc. ## 2025 OMB No. 1545-0123 ## Final K-1 Amended K-1 | Field | Value | | --- | --- | | Part I Information About the Partnership | Sample Rentals LP 7775 Oak Hollow Ct Lakewood, CO 82247 | | A Partnership's employer identification number | 83-4842788 | | Part II Information About the Partner | Wei R. Romero | | E Partner's SSN or TIN | XXXXX9103 | | Account number (see instructions) | ending in 300809 | | 1 Ordinary business income (loss) | (8,466.53) | | 2 Net rental real estate income (loss) | 18,814.18 | | 4a Guaranteed payments for services | | | 5 Interest income | 2,534.20 | | 14 Self-employment earnings (loss) | (7,458.59) | | 19 Distributions | 6,224.94 | | L Partner's Capital Account Analysis Beginning capital account | 2,454.46 | | L Ending capital account | $57,625.15 | ## Department of the Treasury - Internal Revenue Service ## Form K-1 (Form 1065) (keep for your records) www.irs.gov/FormScheduleK1Form1065",K-1 "Schedule K-1 (Form 1065) ## Partner's Share of Income, Deductions, Credits, etc. 2026 OMB No. 1545-0123 ## Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Information About the Partnership | Sample Rentals LP 5547 Lakeshore Blvd Riverton, WI 91206 | | A Partnership's employer identification number | 85-3442459 | | Part II Information About the Partner | Olivia S. Testcase | | E Partner's SSN or TIN | ****9989 | | 1 Ordinary business income (loss) | 9,419.65 | | 2 Net rental real estate income (loss) | 5,730.30 | | 5 Interest income | $7,572.01 | | 14 Self-employment earnings (loss) | 10,226.89 | | 19 Distributions | 7,284.20 | | L Partner's Capital Account Analysis Beginning capital account | $75,151.49 | | L Ending capital account | $16,810.36 | Department of the Treasury - Internal Revenue Service Form K-1 (Form 1065) (keep for your records) www.irs.gov/FormScheduleK1Form1065",K-1 "Schedule K-1 (Form 1065) Partner's Share of Income, Deductions, Credits, etc. ## For calendar year 2022 OMB No. 1545-0123 ## Department of the Treasury Internal Revenue Service | Field | Value | | --- | --- | | Part I Information About the Partnership | Granite Holdings Partners 2126 Oak Hollow Ct Lakewood, CO 22466 | | A Partnership's employer identification number | 13-1926439 | | Part II Information About the Partner | Kwame Sato | | E Partner's SSN or TIN | XXX-XX-3008 | | Street address (including apt. no.) | 9065 Granite St | | City or town, state or province, country, and ZIP or foreign postal code | Brookhaven, PA 53164 | | Account number (see instructions) | ****886064 | | 1 Ordinary business income (loss) | (4,053.21) | | 2 Net rental real estate income (loss) | 20,636.84 | | 4a Guaranteed payments for services | 0.00 | | 14 Self-employment earnings (loss) | 22,414.90 | | 19 Distributions | 370.89 | | L Partner's Capital Account Analysis Beginning capital account | $101,595.38 | | L Ending capital account | $100,521.51 |",K-1 "| Field | Value | | --- | --- | | Part I Information About the Partnership: | Granite Holdings Partners | | RECIPIENT: | Casey Rivera | | 1 Ordinary business income (loss) | 22,216.05 | | 5 Interest income | $6,879.75 | | L Partner's Capital Account Analysis Beginning capital account | $16,411.58 | | 19 Distributions | 2,352.93 |",K-1 "Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. For calendar year 2023 OMB No. 1545-0123 Part I Information Aboutthe Corporation Bluewater Design Studio Inc. 1177 Lakeshore Blvd Cedar Falls, IA 54961 A Corporation's employer identification number 43-5365306 Part II Information Aboutthc 5hareholder Wei Tanaka E Shareholder's identifying number ****4676 Account number (see instructions) ****9246l8 1 0rdinary business income (loss) 6,219.57 4 Interest income 4,351.09 5a 0rdinary dividends S0.00 16 Items affecting shareho1der basis AA 1,101.49 17 Other information DD 7,336.72 G Current year allocation percentage 60.7107 % Department of the Treasury - Intemal Revenue Service Form K-1 (Form112O-S) (kcep for your records) www.irs.gov/FormScheduleK1Form1120S",K-1 "For calendar year 2025 OMB No. 1545-0123 Part I Information About the Corporation Maple Street Bakery Inc. 5198 Harbor View Rd Maplewood, MN 74039 A Corporation's employer identification number 13-7238143 Part II Information About the Shareholder Lena Moreau E Shareholder's identifying number XXXXX5652 Street address (including apt. no.) 1105 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Fairview, OH 73918 1 Ordinary business income (loss) 14,426.73 4 Interest income $1,902.68 16 Items affecting shareholder basis AA 1,792.82 17 Other information C 1,039.53 G Current year allocation percentage 71.4527 % Department of the Treasury - Internal Revenue Service Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. Form K-1 (Form 1120-S) (keep for your records) www.irs.gov/FormScheduleK1Form1120S",K-1 "Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. Part I Information About the Corporation Bluewater Design Studio Inc. 4394 Cedar Ln Pinecrest, GA 50416 A Corporation's employer identification number 93-1675611 Part II Information About the Shareholder Priya Castillo E Shareholder's identifying number ***-**-9085 Street address (including apt. no.) 4870 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Oak Grove, TX 19698 1 Ordinary business income (loss) 28,338.38 5a Ordinary dividends $0.00 16 Items affecting shareholder basis V 2,277.95 17 Other information V 7,992.09 G Current year allocation percentage 77.2046 %",K-1 "Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. For calendar year 2021 Department of the Treasury Internal Revenue Service Part I Information About the Corporation Copperline Consulting Inc. 4915 Lakeshore Blvd Fairview, OH 44331 A Corporation's employer identification number 51-9718521 Part II Information About the Shareholder Fatima Rivera E Shareholder's identifying number XXXXX4024 Street address (including apt. no.) 2856 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Riverton, WI 82007 1 Ordinary business income (loss) (2,205.23) 4 Interest income 7,882.27 5a Ordinary dividends 16 Items affecting shareholder basis V 3,288.05 17 Other information D 3,517.84 G Current year allocation percentage 49.7733 %",K-1 "Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. 2023 Final K-1 Amended K-1 Part I Information About the Corporation Copperline Consulting Inc. 779 Granite St Brookhaven, PA 80627 A Corporation's employer identification number 45-8308791 Part II Information About the Shareholder Casey Fischer E Shareholder's identifying number XXX-XX-7451 1 Ordinary business income (loss) 8,335.70 4 Interest income 2,491.46 5a Ordinary dividends 16 Items affecting shareholder basis W 6,523.19 17 Other information C 1,899.48 Department of the Treasury - Internal Revenue Service Form K-1 (Form 1120-S) (keep for your records) www.irs.gov/FormScheduleK1Form1120S",K-1 "Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. For calendar year 2022 OMB No. 1545-0123 Part I Information About the Corporation Bluewater Design Studio Inc. 3242 Oak Hollow Ct Pinecrest, GA 83815 A Corporation's employer identification number 23-4160073 Part II Information About the Shareholder Amara Okafor E Shareholder's identifying number XXX-XX-0960 Street address (including apt. no.) 8927 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Lakewood, CO 95046 1 Ordinary business income (loss) 10,080.71 4 Interest income $2,763.99 5a Ordinary dividends $0.00 16 Items affecting shareholder basis AA 8,308.99 17 Other information W 6,656.05 G Current year allocation percentage 75.1936 % Department of the Treasury - Internal Revenue Service Form K-1 (Form 1120-S) (keep for your records) www.irs.gov/FormScheduleK1Form1120S",K-1 "VOID CORRECTED OMB No. 1545-0123 Part I Information About the Corporation Maple Street Bakery Inc. 3926 Oak Hollow Ct Lakewood, CO 13082 A Corporation's employer identification number 79-3234543 Part II Information About the Shareholder Casey Testcase E Shareholder's identifying number ***-**-3398 Account number (see instructions) ***-**-107884 1 Ordinary business income (loss) 26,131.65 4 Interest income 8,499.41 5a Ordinary dividends 16 Items affecting shareholder basis V 301.71 17 Other information V 8,230.52 G Current year allocation percentage 98.5211 % Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc.",K-1 "CORRECTED (if checked) OMB No. 1545-0123 Final K-1 Amended K-1 Department of the Treasury Internal Revenue Service Part I Information About the Corporation Maple Street Bakery Inc. 6366 Sample Street Maplewood, MN 23966 A Corporation's employer identification number 35-6153702 Part II Information About the Shareholder Morgan Nguyen E Shareholder's identifying number XXX-XX-2185 Street address (including apt. no.) 653 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 69027 Account number (see instructions) ***-**-397001 1 Ordinary business income (loss) -1,245.00 4 Interest income 2,057.10 5a Ordinary dividends 17 Other information DD 7,637.77 G Current year allocation percentage 57.2897 % Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc.",K-1 "Department of the Treasury Internal Revenue Service Part I Information About the Corporation Maple Street Bakery Inc. 5191 Harbor View Rd Testville, IL 89553 A Corporation's employer identification number 26-6137285 Part II Information About the Shareholder Taylor R. Adeyemi E Shareholder's identifying number ****8445 Account number (see instructions) ending in 321936 1 Ordinary business income (loss) 17,282.67 4 Interest income 1,494.23 16 Items affecting shareholder basis V 2,823.86 17 Other information C 4,732.58 G Current year allocation percentage 77.3515 % Department of the Treasury - Internal Revenue Service Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. Form K-1 (Form 1120-S) (keep for your records) www.irs.gov/FormScheduleK1Form1120S",K-1 "☐ CORRECTED 2026 OMB No. 1545-0123 Department of the Treasury Internal Revenue Service Part I Information About the Corporation Maple Street Bakery Inc. 5366 Lakcshore Blvd Fairview, OH 19307 A Corporation's employer identification number 96-9447856 Part II Information About the 5hareholder Taylor Nguyen E Shareholder's identifying number ***-**-4469 5treet address (induding apt. no.) 1774 Samp1c Street City or town, state or province, country, and ZIP or foreign postal code Brookhaven, PA 86936 1 0rdinary business income (loss) -1,893.88 4 Interest incomc 9,407.63 5a 0rdinarydividends 16 Items affecting shareholder basis C 8,38l.79 17 0ther information W 791.23 G Current year allocation percentage 73.8954 % Department of theTreasury -Internal Revenue Service",K-1 "From: Maple Street Bakery Inc. To: Kwame R. Testcase 1 Ordinary business income (loss) 3,620.71 16 Items affecting shareholder basis DD 8,871.96 G Current year allocation percentage 91.2465 % Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. 2021",K-1 "Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. 2025 OMB No. 1545-0123 Final K-1 Amended K-1 Part I Information About the Corporation Copperline Consulting Inc. 7686 Sample Street Brookhaven, PA 38051 A Corporation's employer identification number 93-6427214 Part II Information About the Shareholder Morgan Lindqvist E Shareholder's identifying number ****7003 Street address (including apt. no.) 7929 Granite St City or town, state or province, country, and ZIP or foreign postal code Testville, IL 13005 1 Ordinary business income (loss) 26,338.31 4 Interest income $3,823.38 5a Ordinary dividends 0.00 16 Items affecting shareholder basis C 8,825.77",K-1 "Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. 2023 Final K-1 Amended K-1 Part I Information About the Corporation Maple Street Bakery Inc. 9463 Cedar Ln Pinecrest, GA 55741 A Corporation's employer identification number 75-1405393 Part II Information About the Shareholder Fatima Sato E Shareholder's identifying number XXXXX7615 Street address (including apt. no.) 9055 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 36809 Account number (see instructions) ending in 114268 1 Ordinary business income (loss) (3,118.61) 5a Ordinary dividends 16 Items affecting shareholder basis DD 834.30 17 Other information W 5,357.66 G Current year allocation percentage 14.3694 %",K-1 "2022 Final K-1 Amended K-1 Part I Information About the Corporation Copperline Consulting Inc. 2633 Granite St Bayside, WA 22361 A Corporation's employer identification number 37-3847158 Part II Information About the Shareholder Hiro Rivera E Shareholder's identifying number XXX-XX-1820 1 Ordinary business income (loss) 12,121.15 4 Interest income $8,844.66 5a Ordinary dividends 16 Items affecting shareholder basis AA 4,460.24 17 Other information AA 2,822.47 G Current year allocation percentage 39.8350 %",K-1 "Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. For calendar year 2021 OMB No. 1545-0123 Final K-1 Amended K-1 Part I Information About the Corporation Bluewater Design Studio Inc. 2777 Prairie Ave Cedar Falls, IA 58863 A Corporation's employer identification number 37-5369971 Part II Information About the Shareholder Olivia Fischer E Shareholder's identifying number ***-**-4381 Street address (including apt. no.) 1807 Sample Street City or town, state or province, country, and ZIP or foreign postal code Cedar Falls, IA 64749 1 Ordinary business income (loss) 25,350.14 4 Interest income 7,653.21 5a Ordinary dividends 16 Items affecting shareholder basis V 8,069.90 17 Other information D 8,483.81 G Current year allocation percentage 83.2266 % Department of the Treasury - Internal Revenue Service Form K-1 (Form 1120-S) (keep for your records) www.irs.gov/FormScheduleK1Form1120S",K-1 "CORRECTED (if checked) OMB No. 1545-0123 Final K-1 Amended K-1 Department of the Treasury Internal Revenue Service Part I Information About the Corporation Bluewater Design Studio Inc. 5779 Granite St Pinecrest, GA 14747 A Corporation's employer identification number 54-3058079 Part II Information About the Shareholder Lena K. Testcase E Shareholder's identifying number ****8486 4 Interest income $4,375.64 5a Ordinary dividends 16 Items affecting shareholder basis C 4,463.77 17 Other information D 5,928.59 G Current year allocation percentage 87.2537 % Department of the Treasury - Internal Revenue Service Schedule K-1 (Form 1120-S) Shareholder's Share of Income, Deductions, Credits, etc. Form K-1 (Form 1120-S) (keep for your records) www.irs.gov/FormScheduleK1Form1120S",K-1 "Home Equity Line of Credit Statement Northwind Auto Credit Account number ****685657 Statement period 05/01/2026 - 05/31/2026 Principal balance $6,238.41 Fixed rate 8.40% Monthly payment $1,182.47 Due date July 3, 2026 Credit limit $23,626.94 Available credit 72,034.87 IRS Form 1098 information for 2026 will be mailed separately.",LOAN_STATEMENT "Downloaded 09/03/2026 Payment Date Amount Paid Principal Paid Interest Paid Late Fee Loan Balance 2026-10-21 606.83 751.70 253.78 0.00 62981.38 17/05/2026 137.10 560.25 291.08 0.00 85575.19 2026-11-10 678.97 893.71 270.90 0.00 39648.73 2026-05-24 595.39 1014.78 303.50 0.00 62712.83 05/12/2026 899.52 572.72 28.55 0.00 35546.50 27/06/2026 91.24 73.61 340.07 0.00 10341.84",LOAN_STATEMENT "StudentLoan Statement Granite AutoFinance Account number ending in 931849 Statement period 10/01/2021 - 10/30/2021 Principa1 balance S0.00 APR 8.37% Amount due $459.27 Payment due date May 5, 2021 Loan type Direct Unsubsidized Interest paid this year 2,228.65 Repayment p1an 5tandard IRS Form 1098-E information for 2021 will be mailed separately. Loan status: Paid in full",LOAN_STATEMENT "Auto Loan Activity Date Description Payment Principal Interest Balance 20/04/2021 Auto loan payment 795.54 527.59 224.93 64919.39 2021-08-12 Personal loan installment 284.07 420.32 137.67 40958.68 03/05/2021 Loan payment 764.75 597.39 96.47 50237.97 02/11/2021 Auto loan payment 303.41 303.67 305.24 40537.94 2021-08-19 Auto loan payment 823.49 51.44 304.72 80825.15 02/10/2021 Student loan payment 763.92 1069.91 220.59 5850.52 2021-12-13 Auto loan payment 925.33 548.89 295.22 85378.17 25/07/2021 Autopay 1172.22 747.61 347.77 17479.61",LOAN_STATEMENT "Your loan bill Summit Student Loan Servicing Account number ***-**-737073 Statement period 03/01/2022 - 03/31/2022 Outstanding principal $27,972.39 APR 13.10% Monthly payment $594.85 Payment due date 08/17/2022",LOAN_STATEMENT "Billing Statement - Student Loans Harbor Personal Lending Account number ending in 624944 Statement period 02/01/2026 - 02/28/2026 Outstanding principal $58,114.18 Fixed rate 6.91% Current amount due $351.32 Due date 10/25/2026 Loan type Private refinance Interest paid this year $449.53 Repayment plan Income-Driven Repayment IRS Form 1098-E information for 2026 will be mailed separately.",LOAN_STATEMENT "Your monthly student loan bill Summit Student Loan Servicing Account number XXXXX630885 Statement period 04/01/2024 - 04/31/2024 Current principal $29,570.02 Interest rate 9.49% Current amount due $475.94 Payment due date 3/19/24 Loan type Direct Subsidized Interest paid this year 758.26 Repayment plan Income-Driven Repayment IRS Form 1098-E information for 2024 will be mailed separately.",LOAN_STATEMENT "Your auto loan bill Granite Auto Finance Account number ending in 298383 Statement period 10/01/2025 - 10/31/2025 Principal balance $58,819.22 Fixed rate 4.79% Payment due $638.47 Payment due date 7/15/25 Vehicle 2020 Subaru Outback Payments remaining 38",LOAN_STATEMENT "Personal Loan Statement Granitc Auto Finance Account number ***-**-710781 5tatement period 11/01/2026 - 11/30/2026 Unpaid principal balance $4,076.95 Interest rate 8.94% Current amount due $609.63 Dueby 2026-12-14",LOAN_STATEMENT "Your loan bill Summit Student Loan Servicing Account number XXXXX431081 Statement period 11/01/2023 - 11/31/2023 Unpaid principal balance $82,355.91 Interest rate 13.47% Current amount due $337.99 Payment due date 2/16/23",LOAN_STATEMENT "HELOC Billing Statement Harbor Personal Lending Account number ending in 064066 Statement period 08/01/2025 - 08/30/2025 Unpaid principal balance $45,828.69 Fixed rate 11.44% Payment due $812.69 Due by 5/14/25 Credit limit 92,024.65 Available credit $55,381.29 Your 2025 Form 1098 will be available online by January 31, 2026.",LOAN_STATEMENT "Date Description Payment Principal Interest Balance 2022-10-28 Student loan payment 1217.14 67.60 89.00 38083.34 2022-01-09 Auto loan payment 228.58 206.07 29.49 60516.98 13/09/2022 Loan payment 892.06 366.89 270.87 15480.64 04/11/2022 Loan payment 128.00 545.57 367.03 20295.07 07/15/2022 Student loan payment 1228.70 507.95 178.26 73717.25 Auto Loan Activity",LOAN_STATEMENT "Installment Loan Statement Summit Student Loan Servicing Account number ***-**-132816 Statement period 04/01/2024 - 04/30/2024 Outstanding principal $27,407.73 APR 10.66% Amount due $1,383.05 Payment due date 2024-01-23",LOAN_STATEMENT "Vehicle Loan Billing Statement Cedar Valley Credit Union Account number ****712396 Statement period 06/01/2024 - 06/28/2024 Current principal $70,527.53 Fixed rate 10.25% Current amount due $1,246.14 Payment due date 5/14/24 Vehicle 2023 Subaru Outback Payments remaining 46",LOAN_STATEMENT "Installment Loan Statement Summit Student Loan Servicing Account number ***-**-544038 Statement period10/01/2024 - 10/31/2024 Remaining balance S68,915.17 Fixed rate 8.68% Payment due $908.96 Due date February 15, 2024",LOAN_STATEMENT "Auto Loan Activity Downloaded 01/04/2022 Payment Date Amount Paid Principal Paid Interest Paid Late Fee Loan Balance 2022-01-27 836.82 340.56 158.69 0.00 32566.33 25/01/2022 1066.33 1090.29 383.63 0.00 57140.95 21/03/2022 507.18 1053.61 265.44 0.00 58861.03 2022-11-13 1394.51 629.14 169.36 0.00 11999.50 26/06/2022 1212.72 142.97 37.07 0.00 36923.90 02/08/2022 211.31 47.88 46.30 0.00 66831.12 08/02/2022 387.94 185.94 180.50 0.00 71976.64 28/11/2022 1051.26 874.69 365.78 0.00 85756.41",LOAN_STATEMENT "Posted Type Amount To Principal To Interest Outstanding Balance 2024-05-02 INTEREST ACCRUAL 883.16 425.59 116.96 73365.14 2024-05-27 DISBURSEMENT 1030.80 1126.25 360.00 2258.20 26/09/2024 DISBURSEMENT 845.32 490.89 268.24 8268.38 07/22/2024 INTEREST ACCRUAL 1242.78 383.69 10.39 25308.57 09/22/2024 PAYMENT 569.08 263.19 157.68 52466.34",LOAN_STATEMENT "Harbor Personal Lending Account number ending in 405678 Statement period 01/01/2024 - 01/28/2024 Current principal $34,807.10 Interest rate 3.22% Monthly payment $409.60 Due date 06/04/2024 Vehicle 2023 Toyota Corolla Payments remaining 9 Vehicle Loan Billing Statement",LOAN_STATEMENT "HELOC Billing Statement Northwind Auto Credit Account number ***-**-938157 Statement period 08/01/2022 - 08/31/2022 Outstanding principal $83,061.66 APR 4.22% Payment due $730.30 Due by June 4, 2022 Credit limit 93,055.83 Available credit $5,603.01 Your 2022 Form 1098 will be available online by January 31, 2023.",LOAN_STATEMENT "Cedar Valley Credit Union Account number ****575463 Statement períod l1/01/2021 - 11/31/2021 Unpaid principal balance S0.00 Interest rate 4.48% Monthly payment $643.37 Due by 8/24/21 Vehicle 2020 Ford F-150 Paymentsremaining 55 Loan status: Paid in full Vehicle Loan Billing 5tatement",LOAN_STATEMENT "Date Description Payment Principal Interest Balance 20/02/2024 Student loan payment 226.22 247.80 152.44 24060.09 01/14/2024 Autopay 991.32 914.61 297.40 83325.45 07/15/2024 Loan payment 778.89 1129.75 180.64 8369.67 2024-07-13 Loan payment 530.51 180.78 398.07 78864.19 2024-02-23 Loan payment 322.33 868.59 290.76 77837.65 2024-02-18 Auto loan payment 318.20 691.26 385.28 53319.61",LOAN_STATEMENT "Cedar Valley Credit Union Account number ending in 767666 Statement period 10/01/2026 - 10/28/2026 Principal balance $79,833.87 Interest rate 6.60% Current amount due $162.24 Due date August 1, 2026 Personal Loan Statement",LOAN_STATEMENT "HELOC Billing Statement Summit Student Loan Servicing Account number ending in 521420 Statement period 03/01/2025 - 03/30/2025 Remaining balance $650.33 APR 11.97% Amount due $792.74 Due by 2025-03-11 Credit limit 147,508.96 Available credit $49,712.69",LOAN_STATEMENT "Home Equity Line of Credit Statement Granite Auto Finance Account number ending in 333552 Statement period 09/01/2025 - 09/30/2025 Unpaid principal balance $30,658.20 APR 9.41% Current amount due $1,229.25 Due by 06/19/2025 Credit limit 140,004.97 Available credit 79,526.14 Your 2025 Form 1098 will be available online by January 31, 2026.",LOAN_STATEMENT "HELOC Billing Statement Cedar Valley Credit Union Account number XXX-XX-322072 Statement period 12/01/2024 - 12/28/2024 Remaining balance $76,171.98 Interest rate 4.78% Amount due $147.86 Due date 7/18/24 Credit limit 120,847.77 Available credit $20,898.73",LOAN_STATEMENT "Your loan bill Northwind Auto Credit Account number XXXXX921969 Statement period 02/01/2026 - 02/28/2026 Principal balance $16,987.03 Interest rate 3.71% Monthly payment $721.33 Payment due date 4/25/26",LOAN_STATEMENT "Granite Auto Finance Account number ending in 045314 Statement period 07/01/2025 - 07/28/2025 Principal balance $24,192.69 APR 9.53% Amount due $318.17 Payment due date 06/19/2025",LOAN_STATEMENT "Installment Loan Statement Summit Student Loan Servicing Account number ****499185 Statement period 02/01/2021 - 02/28/2021 Principal balance $0.00 Interest rate 12.07% Amount due $1,146.85 Payment due date 8/16/21 Loan status: Paid in full",LOAN_STATEMENT "HELOC Billing Statement Northwind Auto Credit Account number ***-**-118839 Statement period 03/01/2023 - 03/31/2023 Outstanding principal $48,000.69 APR 3.49% Amount due $545.14 Due by March 9, 2023 Credit limit $45,578.97 Available credit $54,373.15 Your 2023 Form 1098 will be available online by January 31, 2024.",LOAN_STATEMENT "Home Equity Line of Credit Statement Granite Auto Finance Account number XXX-XX-651385 Statement period 12/01/2026 - 12/28/2026 Outstanding principal $18,613.12 APR 8.44% Amount due $565.60 Payment due date July 3, 2026 Credit limit 79,876.75 Available credit $29,708.50",LOAN_STATEMENT "HomeEquity Line of Credit Statement Summit Student Loan Servicing Account number XXX-XX-484402 Statement period 09/0l/2024 - 09/28/2024 Unpaid principa1 balance $86,388.76 Fixed rate 7.94% Monthly payment $352.04 Due date March3, 2024 Crcdit limit $54,929.95 Available credit 74,979.28",LOAN_STATEMENT "Home Equity Line of Credit Statement Cedar Valley Credit Union Account number ***-**-299332 Statement period 06/01/2026 - 06/28/2026 Current principal $61,618.94 Fixed rate 7.54% Amount due $935.99 Due by 4/15/26 Credit limit 75,636.05 Available credit $16,816.84 Your 2026 Form 1098 will be available online by January 31, 2027.",LOAN_STATEMENT "Patient Account Statement Riverside Urgent Care Patient Date of service Amara S. Tanaka 2022-07-25 CPT Description Charge 99213 Cleaning 1,270.70 Insurance adjustment Insurance paid Patient paid Balance due Payment method -508.28 -508.28 254.14 $0.00 HSA card",MEDICAL_RECEIPT "Patient Receipt Brightsmile Dental Group Patient Date of service Olivia Adeyemi 06/15/2021 CPT Description Charge 80053 Lab panel 1,072.39 Insurance adjustment Insurance paid Patient paid Balance due Payment method -428.95 -428.95 214.48 $0.00 Visa ****5313",MEDICAL_RECEIPT "Patient Account Statement Sample Family Clinic Patient Date of service Taylor Rivera September 16, 2022 CPT Description Charge 80053 Filling 674.71 Insurance adjustment Insurance paid Patient paid Balance due Payment method -269.88 -269.88 134.94 $0.00 HSA card",MEDICAL_RECEIPT "Brightsmile Dental Group Patient Date of service Rx # Drug Qty Insurance paid Your copay Payment method Amara Larsen November 12, 2021 749293 Lisinopril 10mg 60 1,889.38 809.74 HSA card",MEDICAL_RECEIPT "Sample Family Clinic Patient Date of service Jordan S. Brennan 11/12/2024 CPT Description Charge 2391 Office visit 1,105.18 Insurance adjustment Insurance paid Patient paid Balance due Payment method -442.07 -442.07 221.04 $0.00 HSA card",MEDICAL_RECEIPT "Prescription Receipt Riverside Urgent Care Patient Date of service Rx # Drug Qty Insurance paid Your copay Payment method Amara Kowalski 07/05/2022 221329 Amoxicillin 500mg 60 865.65 370.99 Visa ****3468",MEDICAL_RECEIPT "Lakeshore Pharmacy Patient Date of service Riley Lindqvist 4/24/25 CPT Description Charge 80053 Lab panel 1,855.76 Insurance adjustment Insurance paid Patient paid Balance due Payment method -742.30 -742.30 371.15 $0.00 HSA card",MEDICAL_RECEIPT "Riverside Urgent Care Patient Date of service Jordan D. Castillo February 24, 2021 CPT Description Charge 80053 Lab panel 58.91 Insurance adjustment Insurance paid Patient paid Balance due Payment method -23.56 -23.56 11.78 $0.00 Visa ****0873 Patient Account Statement",MEDICAL_RECEIPT "Dental Visit Receipt Lakeshore Pharmacy Patient Date of service Wei Okafor 11/16/2026 CPT Description Charge 80053 Office visit 1,873.93 Insurance adjustment Insurance paid Patient paid Balance due Payment method -749.57 -749.57 374.79 $0.00 Cash",MEDICAL_RECEIPT "Patient Account Statement Brightsmile Dental Group Patient Date of service Sofia Brennan November 4, 2022 CPT Description Charge 99214 Office visit 54.67 Insurance adjustment Insurance paid Patient paid Balance due Payment method -21.87 -21.87 10.93 $0.00 Visa ****6313",MEDICAL_RECEIPT "Dental Visit Receipt Brightsmile Dental Group Patient Date of service Morgan B. Larsen 2023-08-2l CPT Description Charge 2391 Cleaning 2,936.16 Insurance adjustment Insurance paid Patient paid Balance due Paymentmethod -1,174.46 -1,174.46 587.23 $0.00 Cash",MEDICAL_RECEIPT "Patient Receipt Sample Family Clinic Patient Date of service Olivia E. Larsen 04/10/2021 CPT Description Charge 99214 Lab panel 2,900.31 Insurance adjustment Insurance paid Patient paid Balance due Payment method -1,160.12 -1,160.12 580.06 $0.00 Visa ****1787",MEDICAL_RECEIPT "Lakeshore Pharmacy Patient Date of service Rx # Drug Qty Insurancepaid Your copay Payment method Jamie L. Larsen 9/5/26 l38593 Amoxicillin 500mg 90 65.80 28.20 Cash Prescription Receipt",MEDICAL_RECEIPT "Patient Receipt Lakeshore Pharmacy Patient Date of service Fatima B. Walsh 11/6/23 CPT Description Charge 80053 Cleaning 1,011.05 Insurance adjustment Insurance paid Patient paid Balance due Payment method -404.42 -404.42 202.21 $0.00 HSA card",MEDICAL_RECEIPT "Brightsmile Dental Group Patient Date of service Kwame Walsh 1/20/24 CPT Description Charge 99213 Cleaning 2,720.31 Insurance adjustment Insurance paid Patient paid Balance due Payment method -1,088.12 -1,088.12 544.06 $0.00 Visa ****6050 Dental Visit Receipt",MEDICAL_RECEIPT "Brightsmile Dental Group Patient Date of service Morgan Lindqvist 2O22-12-02 CPT Description Charge 36415 Filling 1,210.71 Insurance adjustment Insurance paid Patient paid Balance due Payment method -484.28 -484.28 242.14 $O.00 Visa****1021 Dental Visit Receipt",MEDICAL_RECEIPT "Riverbend Mortgage Servicing Loan number,***-**-076587 Good through date,11/13/22 Unpaid principal balance,""$166,715.24"" Interest from last paid date,$905.24 Recording fee,$45.00 Total amount to pay off loan,""$168,653.78"" Tax reminder: amounts on this statement may differ from your Form 1098. This is an attempt to collect a debt. NMLS ID 733120",LOAN_STATEMENT "Home Loan Statement Keystone Home Loans Statement date,07/22/2025 Loan number,ending in 112592 Property address,""9421 Prairie Ave Lakewood, CO 62245"" Payment due date,12/11/2025 Amount due,""$1,145.18"" Explanation of amount due Principal,893.13 Interest,815.21 Escrow (for taxes and insurance),891.26 Regular monthly payment,""$4,573.55"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""7,336.86"" Outstanding principal,""$545,610.54"" Escrow balance,""$5,591.39"" Interest rate,7.724% If you are experiencing financial difficulty, call a HUD-approved housing counselor. Tax reminder: amounts on this statement may differ from your Form 1098. This is an attempt to collect a debt. NMLS ID 515243",LOAN_STATEMENT "Mortgage Statement Lakeshore Home Lending Statement date,2025-07-16 Loan number,XXX-XX-091780 Property address,""1403 Willow Bend Way Maplewood, MN 88322"" Payment due date,2025-04-23 Amount due,""$1,269.78"" Explanation of amount due Principal,""1,246.57"" Interest,""3,047.45"" Escrow (for taxes and insurance),859.81 Regular monthly payment,""1,519.55"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""6,094.90"" Outstanding principal,""$510,421.80"" Escrow balance,""$1,319.53"" Interest rate,3.975% This statement is not a Form 1098. Keep it for your records. This is an attempt to collect a debt. NMLS ID 881332",LOAN_STATEMENT "Mortgage Payoff Statement Pinecrest Mortgage Company Loan number,ending in 867399 Good through date,11/2/25 Unpaid principal balance,""$475,893.17"" Interest from last paid date,""1,946.91"" Recording fee,$45.00 Total amount to pay off loan,""$477,588.47"" This is an attempt to collect a debt. NMLS ID 507329",LOAN_STATEMENT "Mortgage Statement Lakeshore Home Lending Statement date,""August 24, 2026"" Loan number,ending in 946234 Property address,""6740 Willow Bend Way Bayside, WA 33296"" Payment due date,""June 21, 2026"" Amount due,""$4,580.39"" Explanation of amount due Principal,""2,263.51"" Interest,""1,425.57"" Escrow (for taxes and insurance),""1,310.30"" Regular monthly payment,""4,999.69"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""12,830.11"" Outstanding principal,""$380,140.64"" Escrow balance,""$1,181.01"" Interest rate,4.934% If you are experiencing financial difficulty, call a HUD-approved housing counselor. Late fee of $75.00 will be charged if payment is received after the 16th. This is an attempt to collect a debt. NMLS ID 643866",LOAN_STATEMENT "Mortgage Payoff Statement Lakeshore Home Lending Loan number,XXXXX151322 Good through date,""May 22, 2025"" Unpaid principal balance,""$558,383.32"" Interest from last paid date,$854.01 Recording fee,$45.00 Total amount to pay off loan,""$560,855.47"" Your 2025 Form 1098 will be available online by January 31, 2026. This is an attempt to collect a debt. NMLS ID 356805",LOAN_STATEMENT "Due Date,Amount Paid,Principal Applied,Interest Applied,Escrow Deposit,RemainingBalance 10/28/2021,4173.80,1496.03,527.32,561.01,325554.69 12/04/2021,2090.26,754.35,l837.61,433.78,262248.08 2021-11-19,2152.84,1047.52,1387.13,418.79,383434.28 08/19/2021,1804.45,937.59,2440.25,250.30,560686.96 10/13/2021,1159.59,1524.60,685.97,1193.30,98320.22 2021-08-26,2013.31,312.56,1606.63,220.21,261215.15",LOAN_STATEMENT "Home Loan Statement Bluewater Loan Servicing Statement date,04/16/2024 Loan number,XXXXX118872 Property address,""3893 Elm Park Pl Maplewood, MN 32905"" Payment due date,10/17/2024 Amount due,""$4,029.27"" Explanation of amount due Principal,""2,442.13"" Interest,""3,063.47"" Escrow (for taxes and insurance),$891.61 Regular monthly payment,""$2,808.51"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""21,444.31"" Outstanding principal,""$429,772.52"" Escrow balance,$403.20 Interest rate,7.461% If you are experiencing financial difficulty, call a HUD-approved housing counselor. Late fee of $75.00 will be charged if payment is received after the 16th. Your 2024 Form 1098 will be available online by January 31, 2025. This is an attempt to collect a debt. NMLS ID 593381",LOAN_STATEMENT "Annual Escrow Account Disclosure Statement Bluewater Loan Servicing Loan number,XXX-XX-289031 Property address,""5593 Maple Ridge Dr Maplewood, MN 42695"" Projected property taxes,""$13,904.78"" Projected homeowners insurance,""3,575.28"" Escrow shortage,554.90 New monthly escrow payment,$715.50 New total monthly payment effective,2025-04-02 IRS Form 1098 information for 2024 will be mailed separately. This is an attempt to collect a debt. NMLS ID 174108",LOAN_STATEMENT "Riverbend Mortgage Servicing Statement date,06/07/2026 Loan number,***-**-799089 Property address,""8244 Lakeshore Blvd Lakewood, CO 54840"" Payment due date,02/18/2026 Amount due,""$1,099.04"" Explanation of amount due Principal,""1,213.00"" Interest,""2,210.37"" Escrow (for taxes and insurance),196.91 Regular monthly payment,""4,411.54"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""26,524.44"" Outstanding principal,""$595,328.69"" Escrow balance,""$1,059.75"" Interest rate,3.933% If you are experiencing financial difficulty, call a HUD-approved housing counselor. Late fee of $75.00 will be charged if payment is received after the 16th. Your 2026 Form 1098 will be available online by January 31, 2027. This is an attempt to collect a debt. NMLS ID 51071",LOAN_STATEMENT "Mortgage loan 4651- payment history Downloaded 2021-01-20 Due Date,Amount Paid,Principal Applíed,Interest Applied,Escrow Deposít,Remaining Balance 13/O5/2021,1533.25,835.80,868.30,989.96,269611.29 09/11/2021,1915.06,283.66,2015.45,479.66,323560.64 04/01/2021,2898.28,1191.30,2099.79,803.65,380496.93 15/09/2021,3999.77,406.70,1017.91,1147.42,161204.71 02/05/2021,2042.27,835.33,1263.50,694.35,61489.04",LOAN_STATEMENT "Due Date,Amount Paid,Principal Applied,Interest Applied,Escrow Deposit,Remaining Balance 13/11/2022,2902.10,376.54,1401.03,1014.07,228575.76 03/06/2022,2631.85,956.69,2078.59,1004.70,555569.19 03/03/2022,2849.84,776.28,359.84,220.60,257431.55 08/12/2022,1697.20,1553.30,2076.46,940.36,236625.00",LOAN_STATEMENT "Bluewater Loan Servicing Statement date,12/18/2021 Loan number,XXX-XX-011546 Property address,""2342 Lakeshore Blvd Testville, ILl8617"" Payment due date,2021-09-03 Amount due,""$4,321.61"" Explanation of amount due Principal,$791.70 Interest,292.96 Escrow (for taxes and insurance),$739.43 Regular monthly payment,""$4,565.60"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""2,929.62"" Outstanding principal,""$516,415.O4"" Escrow balance,""$2,349.55"" Interestrate,7.376% Your 2021 Form 1098 will be avai1able online by January 31, 2022. This is an attempt to collect a debt. NML5 ID 897350",LOAN_STATEMENT "Home Loan Statement Riverbend Mortgage Servicing Statement date,5/12/22 Loan number,***-**-875242 Property address,""8522 Prairie Ave Maplewood, MN 78534"" Payment due date,""August 20, 2022"" Amount due,""$3,788.00"" Explanation of amount due Principal,""1,782.78"" Interest,""3,149.08"" Escrow (for taxes and insurance),192.39 Regular monthly payment,""$1,660.58"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""6,298.15"" Outstanding principal,""$242,773.79"" Escrow balance,$517.63 Interest rate,3.594% This is an attempt to collect a debt. NMLS ID 379366",LOAN_STATEMENT "Annual Escrow Account Disclosure Statement Bluewater Loan Servicing Loan number,ending in 668887 Property address,""9098 Sample Street Riverton, WI 30640"" Projected property taxes,""$13,916.05"" Projected homeowners insurance,""$2,246.05"" Escrow shortage,852.83 New monthly escrow payment,$740.77 New total monthly payment effective,2023-08-04 This is an attempt to collect a debt. NMLS ID 952255",LOAN_STATEMENT "Mortgage Payoff Statement Pinecrest Mortgage Company Loan number,****616539 Good through date,""September 19, 2025"" Unpaid principal balance,""$536,089.38"" Interest from last paid date,$614.96 Recording fee,$45.00 Total amount to pay off loan,""$537,966.94"" This is an attempt to collect a debt. NMLS ID 478614",LOAN_STATEMENT "Annual Escrow Account Disclosure Statement Bluewater Loan Servicing Loan number,XXXXX822873 Property address,""9748 Harbor View Rd Fairview, OH 43469"" Projected property taxes,""10,620.83"" Projected homeowners insurance,""3,895.99"" Escrow shortage,""$1,097.38"" New monthly escrow payment,""1,092.64"" New total monthly payment effective,2024-07-01 This is an attempt to collect a debt. NMLS ID 557746",LOAN_STATEMENT "Monthly Mortgage Statement Lakeshore Home Lending Statement date,05/26/2025 Loan number,XXX-XX-036746 Property address,""6214 Oak Hollow Ct Pinecrest, GA 13760"" Payment due date,08/01/2025 Amount due,""$4,358.92"" Explanation of amount due Principal,""$2,387.26"" Interest,""2,835.77"" Escrow (for taxes and insurance),$745.78 Regular monthly payment,""3,147.71"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""11,343.06"" Outstanding principal,""$514,997.77"" Escrow balance,""$4,338.77"" Interest rate,6.800% IRS Form 1098 information for 2025 will be mailed separately. This is an attempt to collect a debt. NMLS ID 173333",LOAN_STATEMENT "Annual Escrow Account Disclosure Statement Keystone Home Loans Loan number,****199477 Property address,""1690 Oak Hollow Ct Testville, IL 45834"" Projected property taxes,""$7,979.34"" Projected homeowners insurance,701.87 Escrow shortage,566.21 New monthly escrow payment,879.55 New total monthly payment effective,06/27/2027 IRS Form 1098 information for 2026 will be mailed separately. This is an attempt to collect a debt. NMLS ID 269184",LOAN_STATEMENT "Mortgage Payoff Statement Riverbend Mortgage Servicing Loan number,ending in 927969 Good through date,10/4/23 Unpaid principal balance,""$326,670.94"" Interest from last paid date,$338.25 Recording fee,$45.00 Total amount to pay off loan,""$328,589.38"" IRS Form 1098 information for 2023 will be mailed separately. This is an attempt to collect a debt. NMLS ID 584863",LOAN_STATEMENT "Home Loan Activity Payment Date,Total Payment,Principal,Interest,Escrow,Principal Balance 10/12/2021,3940.89,960.56,1173.28,854.17,125514.96 01/18/2021,3037.60,509.47,2218.08,209.72,618480.37 05/02/2021,3934.42,753.68,1117.42,198.22,351525.33 03/18/2021,2619.67,1375.11,2066.38,767.55,634402.83 04/23/2021,1607.92,896.17,1671.41,233.36,337505.39 2021-02-09,3946.27,676.71,422.79,630.47,336822.90 06/20/2021,2511.88,1371.17,1233.92,1019.03,610301.93",LOAN_STATEMENT "Mortgage Statement Riverbend Mortgage Servicing Statement date,2026-01-28 Loan number,ending in 718902 Property address,""1970 Sample Street Riverton, WI 56559"" Payment due date,05/19/2026 Amount due,""$2,097.56"" Explanation of amount due Principal,764.54 Interest,815.22 Escrow (for taxes and insurance),""$1,282.87"" Regular monthly payment,""$4,244.34"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""2,445.65"" Outstanding principal,""$483,330.97"" Escrow balance,""$2,963.88"" Interest rate,7.810% If you are experiencing financial difficulty, call a HUD-approved housing counselor. Late fee of $75.00 will be charged if payment is received after the 16th. This is an attempt to collect a debt. NMLS ID 811646",LOAN_STATEMENT "Annual Escrow Account Disclosure Statement Lakeshore Home Lending Loan number,XXX-XX-291451 Property address,""6473 Cedar Ln Oak Grove, TX 16739"" Projected property taxes,""8,903.57"" Projected homeowners insurance,""3,101.21"" Escrow shortage,233.57 New monthly escrow payment,427.64 New total monthly payment effective,04/02/2025 This is an attempt to collect a debt. NMLS ID 928530",LOAN_STATEMENT "Riverbend Mortgage Servicing Statement date,8/14/24 Loan number,****258382 Property address,""6870 Maple Ridge Dr Bayside, WA 66254"" Payment due date,""August 5, 2024"" Amount due,""$3,571.76"" Explanation of amount due Principal,""2,391.72"" Interest,767.14 Escrow (for taxes and insurance),$461.98 Regular monthly payment,""1,852.81"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""8,438.49"" Outstanding principal,""$634,920.18"" Escrow balance,""$5,653.73"" Interest rate,6.684% If you are experiencing financial difficulty, call a HUD-approved housing counselor. Tax reminder: amounts on this statement may differ from your Form 1098. This is an attempt to collect a debt. NMLS ID 379724 Home Loan Statement",LOAN_STATEMENT "Annual Escrow Account Disclosure Statement Pinecrest Mortgage Company Loan number,XXX-XX-030689 Property address,""6373 Granite St Fairview, OH 23662"" Projected property taxes,""$9,490.15"" Projected homeowners insurance,""3,087.53"" Escrow shortage,641.35 New monthly escrow payment,""$1,295.08"" New total monthly payment effective,2026-07-03 Tax reminder: amounts on this statement may differ from your Form 1098. This is an attempt to collect a debt. NMLS ID 184357",LOAN_STATEMENT "Mortgage Statement Keystone Home Loans Statement date,""June 27, 2021"" Loan number,***-**-814912 Property address,""3648 Elm Park Pl Riverton, WI 53704"" Payment due date,2021-08-28 Amount due,""$1,073.51"" Explanation of amount due Principal,""1,491.13"" Interest,496.82 Escrow (for taxes and insurance),$264.53 Regular monthly payment,""4,862.50"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""3,477.72"" Outstanding principal,""$288,437.66"" Escrow balance,""$2,116.51"" Interest rate,5.376% If you are experiencing financial difficulty, call a HUD-approved housing counselor. Late fee of $75.00 will be charged if payment is received after the 16th. This is an attempt to collect a debt. NMLS ID 647745",LOAN_STATEMENT "Pinecrest Mortgage Company Loan number,XXXXX490792 Property address,""1390 Cedar Ln Fairview, OH 93678"" Projected property taxes,""2,724.44"" Projected homeowners insurance,""3,235.49"" Escrow shortage,$993.76 New monthly escrow payment,$781.91 New total monthly payment effective,8/23/22 IRS Form 1098 information for 2021 will be mailed separately. This is an attempt to collect a debt. NMLS ID 99240 Annual Escrow Account Disclosure Statement",LOAN_STATEMENT "Monthly Mortgage Statement Bluewater Loan Servicing Statement date,12/6/25 Loan number,ending in 596573 Property address,""6952 Cedar Ln Oak Grove, TX 73676"" Payment due date,""March 3, 2025"" Amount due,""$5,150.39"" Explanation of amount due Principal,$714.19 Interest,""2,889.30"" Escrow (for taxes and insurance),939.01 Regular monthly payment,""$3,243.78"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""23,114.40"" Outstanding principal,""$383,796.99"" Escrow balance,""$1,789.39"" Interest rate,2.711% This is an attempt to collect a debt. NMLS ID 976670",LOAN_STATEMENT "Downloaded 23/12/2025 Due Date,Amount Paid,Principal Applied,Interest Applied,Escrow Deposit,Remaining Balance 2025-01-24,2818.97,1402.96,681.60,779.12,250021.29 2025-01-18,4439.13,1195.19,1084.71,979.67,194096.77 2025-11-06,1674.65,1002.63,520.03,421.48,638207.58 05/12/2025,1970.28,761.64,578.41,936.24,286948.54 17/07/2025,1567.47,1160.37,1951.47,255.38,287969.45 2025-08-13,2704.40,411.98,1455.26,852.08,158456.82 2025-07-02,4420.68,793.68,2439.52,770.67,630403.15 2025-04-09,3370.36,1444.81,1107.06,1055.28,139526.49 08/07/2025,4438.75,868.74,1872.64,704.01,580944.23 Loan History - Mortgage",LOAN_STATEMENT "HomeLoan Statement Keystone Home Loans Statement date,2025-07-02 Loan number,****827164 Property address,""6581 Cedar Ln Lakewood, CO 4O939"" Payment due date,2025-09-04 Amount due,""$3,398.82"" Exp1anation of amount due Principa1,""$1,628.41"" Intcrest,""1,026.69"" Escrow (for taxes and insurance),""$1,339.46"" Regular monthly payment,""2,416.52"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""12,32O.24"" Outstanding principal,""$206,258.59"" Escrow balance,""$5,956.44"" Interest rate,3.336% If you are experíencíng financial difficulty, call a HUD-approved housing counselor. This is an attempt tocollect a debt. NML5 ID 427316",LOAN_STATEMENT "Home Loan Statement Bluewater Loan Servicing Statement date,11/07/2025 Loan number,XXX-XX-184596 Property address,""8368 Lakeshore Blvd Fairview, OH 72324"" Payment due date,2025-07-07 Amount due,""$4,150.91"" Explanation of amount due Principal,$775.70 Interest,""2,009.13"" Escrow (for taxes and insurance),369.55 Regular monthly payment,""3,592.37"" Past payments breakdown Paid last month Paid year to date Interest paid year to date,""12,054.75"" Outstanding principal,""$297,207.89"" Escrow balance,""$3,549.49"" Interest rate,6.247% If you are experiencing financial difficulty, call a HUD-approved housing counselor. This is an attempt to collect a debt. NMLS ID 245641",LOAN_STATEMENT "Home Loan Activity Date,Transaction,Amount,Principal,Interest,Escrow,Fees,Unpaid Principal 2023-08-16,Additional principal,3834.79,1352.91,1658.81,344.03,0.00,452152.40 12/23/2023,Escrow disbursement - county tax,3113.69,596.44,1040.50,879.91,0.00,307969.57 13/08/2023,Regular monthly payment,2857.04,1030.09,1426.19,1066.72,0.00,246182.50",LOAN_STATEMENT "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2022 Copy B For Recipient Name Wei M. Castillo SSN ****1432 1 Income code $14,950.43 2 Gross income 22,104.72 3 Chapter indicator $11,282.81 7a Federal tax withheld $10,444.02",OTHER_TAX_FORM "## Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2021 Department of Revenue | Field | Value | | --- | --- | | Name | Taylor Tanaka | | SSN | ****2402 | | 1 Income code | 10,090.67 | | 2 Gross income | 18,282.00 | | 3 Chapter indicator | 15,877.02 | | 7a Federal tax withheld | 5,537.84 |",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2025 Department of the Treasury - Internal Revenue Service Recipient's name Mateo D. Moreau SSN XXX-XX-5862 1 Income code $20,623.35 2 Gross income $19,508.43 3 Chapter indicator 8/20/25 7a Federal tax withheld 1,268.51",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2022 Department of the Treasury - Internal Revenue Service Recipient's name Jordan Castillo Identification number ****4748 1 Income code 2022-02-09 2 Gross income 22,809.36 3 Chapter indicator 26,304.41 7a Federal tax withheld 20,839.96",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding Copy B For Recipient Name Recipient's TIN 1 Income code 2 Gross income 3 Chapter indicator 7a Federal tax withheld Jordan Lindqvist ***-**-7785 2,622.95 5,802.15 $23,830.25 26,067.93",OTHER_TAX_FORM "2025 Department of the Treasury - InternalRevenue Service Recipient's name,Jordan A. Okafor SSN,XXX-XX-4538 1 Income code,""May 1, 2025"" 2 Gross income,""May 1, 2025"" 3 Chapter indicator,""Scptember 16, 2025"" 7a Federal tax withheld,""12,152.63""",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding Department of the Treasury - Internal Revenue Service Name Diego Adeyemi Identification number XXX-XX-5674 1 Income code 6,133.99 2 Gross income 28,071.92 3 Chapter indicator 22,185.38 7a Federal tax withheld $9,931.37",OTHER_TAX_FORM "Keep for your records | Fie1d | Va1ue | | --- | --- | | Name | Avery Tanaka | | Recipient's TIN | XXX-XX-0116 | | 1 Income code | S21,383.59 | | 2 Gross income |June 15, 2023 | | 3 Chapter indicator | 18,566.04 | | 7a Federa1 tax withheld | 9,757.28 |",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2026 Keep for your records Taxpayer name Jordan D. Brennan Identification number XXX-XX-3811 1 Income code 05/26/2026 2 Gross income 25,192.47 3 Chapter indicator $10,318.56 7a Federal tax withheld 7,750.74",OTHER_TAX_FORM "Department of the Treasury - Internal Revenue Service Name Fatima Tanaka Identification number ****2273 1 Income code 24,048.45 2 Gross income $3,574.07 3 Chapter indicator 23,407.52 7a Federal tax withheld $8,171.47",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2026 Department of the Treasury - Intemal Revenue Service Name Recipient's TIN 1 Income code 2 Gross income 3 Chapter indicator 7a Federal taxwithheld Avery Larsen ****8104 $15,102.85 7,154.53 12/09/2026 26,495.68",OTHER_TAX_FORM "Department of the Treasury - Internal Revenue Service Taxpayer name,Mateo L. Testcase Identification number,****3919 1 Income code,""29,275.99"" 2 Gross income,""24,727.59"" 3 Chapter indicator,""16,124.39"" 7a Federal tax withheld,""October 17, 2025""",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding Copy B For Recipient Taxpayer name Casey S. Tanaka Recipient's TIN ending in 6299 1 Income code 03/24/2026 2 Gross income 23,509.90 3 Chapter indicator August 25, 2026 7a Federal tax withheld 10,379.24",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2023 ## Department of the Treasury - Internal Revenue Service | Field | Value | | --- | --- | | Taxpayer name | Olivia Castillo | | Recipient's TIN | ***-**-2082 | | 1 Income code | $12,613.70 | | 2 Gross income | $11,813.66 | | 3 Chapter indicator | 8,369.73 | | 7a Federal tax withheld | 29,987.73 |",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2023 Copy B For Recipient Name Taylor Brennan Recipient's TIN ending in 4533 1 Income code 24,378.32 2 Gross income 3,205.83 3 Chapter indicator 08/20/2023 7a Federal tax withheld $16,970.33",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2025 Copy B For Recipient Recipient's name Diego Lindqvist Recipient's TIN XXXXX1521 1 Income code 29,440.30 2 Gross income $6,769.81 3 Chapter indicator $29,646.61 7aFederal tax withheld 10,818.69",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2023 Department of the Treasury - IntcrnalRevenue Service Taxpayer name Identification number 1 Income code 2 Gross income 3 Chapter indicator 7a Federal tax withheld Hiro J. Romcro ****3258 O7/21/2023 9,612.63 S12,7O3.08 March 19, 2023",OTHER_TAX_FORM "Form 1042-S Foreign Person's U.S. Source Income Subject to Withholding 2023 Copy B For Recipient Taxpayer name,Alex S. Rivera Recipient's TIN,XXX-XX-3442 1 Income code,""10,965.17"" 2 Gross income,""11,968.30"" 3 Chapter indicator,""11,972.19"" 7a Federal tax withheld,""16,613.00""",OTHER_TAX_FORM "2022 Keep for your records Taxpayer name Alex Moreau Identification number XXX-XX-9273 1 ABLE contributions 11/05/2022 2 Rollover contributions 26,813.45 4 Fair market value of ABLE account $19,421.15",OTHER_TAX_FORM "## Department of Revenue | Field | Value | | --- | --- | | Taxpayer name | Jamie C. Okafor | | Identification number | ****4433 | | 1 ABLE contributions | 16,919.65 | | 2 Rollover contributions | 21,237.51 | | 4 Fair market value of ABLE account | 17,262.23 |",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information 2026 Copy B For Recipient Taxpayer name Lena A. Moreau SSN ***-**-6898 1 ABLE contributions 13,247.24 2 Rollover contributions $5,412.98 4 Fair market value of ABLE account 2026-12-20",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information Keep for your records Recipient's name Diego R. Walsh Recipient's TIN ending in 1674 1 ABLE contributions 10,065.64 2 Rollover contributions $19,884.98 4 Fair market value of ABLE account $3,675.91",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information Copy B For Recipient Name Recipient's TIN 1 ABLE contributions 2 Rollover contributions 4 Fair market value of ABLE account Jordan Lindqvist ending in 1737 $28,804.11 13,032.05 1,737.67",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information Copy B For Recipient Name,Kwame Sato SSN,XXXXX5952 1 ABLE contributions,""19,938.71"" 2 Rollover contributions,""25,550.29"" 4 Fair market value of ABLE account,""13,654.99""",OTHER_TAX_FORM "2026 Keep for your records Name Hiro Testcase SSN ending in 3000 1 ABLE contributions 13,800.12 2 Rollover contributions $924.16 4 Fair market value of ABLE account $5,996.59",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information 2026 Keep for your records | Field | Value | | --- | --- | | Recipient's name | Jordan Patel | | Identification number | ***-**-3766 | | l ABLEcontributions | 23,143.30 | | 2 Rollover contributions | 3,292.78 | | 4 Fair market value of ABLE account | 14,048.74 |",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information 2022 Department of thcTreasury - Internal Revenue Service Name Noah Tanaka SSN ****8998 1 ABLE contributions 12/5/22 2 Rollover contributions $23,497.60 4 Fair market value of ABLE account 29,270.23",OTHER_TAX_FORM "Department of Revenue Name Priya Haddad SSN ***-**-8804 1 ABLE contributions 14,174.28 2 Rollover contributions $19,613.84 4 Fair market value of ABLE account 06/28/2022",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information Department of the Treasury - Internal Revenue Service Name SSN 1 ABLE contributions 2 Rollover contributions 4 Fair market value of ABLE account Priya R. Okafor ****4588 $26,200.28 $14,664.76 $2,535.97",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information Copy B For Recipient Recipient's name,Hiro E. Rivera SSN,XXX-XX-8515 1 ABLE contributions,""19,402.62"" 2 Rollover contributions,2024-06-04 4 Fair market value of ABLE account,""26,794.03""",OTHER_TAX_FORM "2024 Copy B For Recipient Taxpayer name Mateo Tanaka Identification number XXX-XX-1055 1 ABLE contributions 8,783.70 2 Rollover contributions 3/10/24 4 Fair market value of ABLE account 5/21/24",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information 2023 Department of Revenue | Field | Value | | --- | --- | | Taxpayer name | Wei Walsh | | Recipient's TIN | ***-**-5440 | | 1 ABLE contributions | 7,213.29 | | 2 Rollover contributions | $8,320.69 | | 4 Fair market value of ABLE account | April 21, 2023 |",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information 2021 Department of the Treasury - Internal Revenue Servicc Recipient's name Sofia E.Kowalski SSN XXX-XX-5654 l ABLE contributions May 13, 2021 2 Rollover contributions 14,403.16 4 Fair market value of ABLE account S2,819.96",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information 2025 Copy B For Recipient Taxpayer name Jordan Castillo Recipient's TIN ****7857 1 ABLE contributions 22,276.73 2 Rollover contributions 2,303.13 4 Fair market value of ABLE account 12,894.14",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information Department of Revenue Name Recipient's TIN 1 ABLE contributions 2 Rollover contributions 4 Fair market value of ABLE account Olivia Haddad XXX-XX-6676 13,792.22 $5,666.14 18,613.31",OTHER_TAX_FORM "Form 5498-QA ABLE Account Contribution Information Copy B For Recipient Recipient's name,Diego E. Moreau SSN,XXX-XX-2759 1 ABLE contributions,""$27,001.71"" 2 Rollover contributions,05/16/2023 4 Fair market value of ABLE account,""21,032.49""",OTHER_TAX_FORM "Earnings Statement Tri-County School District 5277 Maple Ridge Dr Bayside, WA 60407 | Field | Value | | --- | --- | | Employee | Alex Okafor | | Employee ID | 43582 | | Pay period | 03/01/2021 - 03/30/2021 | | Pay date | 12/31/2021 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 79.33 | 75.00 | 5,949.56 | 154,688.62 | | Overtime | 118.99 | 9.00 | 531.84 | 3,561.52 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 654.45 | 17,015.75 | | Social Security | 368.87 | 9,590.69 | | State Income Tax | 237.98 | 6,187.54 | | 401(k) | 356.97 | 9,281.32 | | Medical Pre-Tax | 178.49 | 4,640.66 | | Field | Value | | --- | --- | | Gross pay | 5,949.56 | | Net pay | 4,045.70 | | Direct deposit to checking | ending in 5345 | Your 2021 Form W-2 will be available in the employee portal by January 31.",PAYSTUB "## Payroll Advice Tri-County School District 2672 Sample Street Testville, IL 26015 | Field | Value | | --- | --- | | Employee | Mateo Kowalski | | Employee ID | 87442 | | Pay period | 01/01/2022 - 01/28/2022 | | Pay date | 8/24/22 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 58.38 | 75.00 | 4,378.37 | 52,540.42 | | Overtime | 87.57 | 3.00 | 75.87 | 8,641.05 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 481.62 | 5,779.45 | | Medicare | 63.49 | 761.84 | | State Income Tax | 175.13 | 2,101.62 | | 401(k) | 262.70 | 3,152.42 | | Medical Pre-Tax | 131.35 | 1,576.21 | | Field | Value | | --- | --- | | Gross pay | 4,378.37 | | Net pay | 2,977.29 | | Direct deposit to checking | ***-**-5563 |",PAYSTUB "Earnings Statement Tri-County School District 1069 Maple Ridge Dr Bayside, WA 82848 | Field | Value | | --- | --- | | Employee | Alex Testcase | | Employee ID | 14914 | | Pay period | 04/01/2023 - 04/30/2023 | | Pay date | 7/4/23 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 67.24 | 40.00 | 2,689.51 | 37,653.09 | | Overtime | 100.86 | 7.00 | 127.64 | 2,779.30 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 295.85 | 4,141.84 | | Social Security | 166.75 | 2,334.49 | | Medicare | 39.00 | 545.97 | | State Income Tax | 107.58 | 1,506.12 | | 401(k) | 161.37 | 2,259.19 | | Field | Value | | --- | --- | | Gross pay | 2,689.51 | | Net pay | 1,828.86 | | Direct deposit to checking | ending in 2426 |",PAYSTUB "## Copperline Software Inc. 1728 Sample Street Bayside, WA 22345 | Field | Value | | --- | --- | | Employee | Wei Okafor | | Employee ID | 95823 | | Pay period | 09/01/2022 - 09/30/2022 | | Pay date | November 26, 2022 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 37.66 | 86.67 | 3,264.41 | 62,023.84 | | Overtime | 56.50 | 6.00 | 188.34 | 4,185.14 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 359.09 | 6,822.62 | | Social Security | 202.39 | 3,845.48 | | Medicare | 47.33 | 899.35 | | State Income Tax | 130.58 | 2,480.95 | | 401(k) | 195.86 | 3,721.43 | | Medical Pre-Tax | 97.93 | 1,860.72 | | Field | Value | | --- | --- | | Gross pay | 3,264.41 | | Net pay | 2,219.80 | | Direct deposit to checking | ***-**-5135 | Payroll Advice",PAYSTUB "## Statement of Earnings and Deductions ## Blue Heron Logistics LLC 8436 Sample Street Fairview, OH 41324 | Field | Value | | --- | --- | | Employee | Priya E. Okafor | | Employee ID | 70500 | | Pay period | 12/01/2021 - 12/31/2021 | | Pay date | 12/31/2021 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 94.24 | 40.00 | 3,769.48 | 98,006.57 | | Overtime | 141.36 | 7.00 | 311.53 | 8,881.56 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 414.64 | 10,780.72 | | Social Security | 233.71 | 6,076.41 | | Medicare | 54.66 | 1,421.10 | | 401(k) | 226.17 | 5,880.39 | | Medical Pre-Tax | 113.08 | 2,940.20 | | Field | Value | | --- | --- | | Gross pay | 3,769.48 | | Net pay | 2,563.25 | | Direct deposit to checking | ending in 8403 |",PAYSTUB "Pay Statement Maple Street Dental PC 4788 Graníte St Brookhaven, PA 45372 | Field | Value | | --- | --- | | Employee | Riley C. Romero | | Employee ID | 678O3 | | Pay period | 04/01/2026 - 04/28/2026 | | Pay datc | 12/31/2026 | | Eamings | Rate |Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 46.95 | 86.67 |4,069.50 | 105,807.02 | |Overtime | 70.43 | 9.00 | 16.13 | 231.54 | | Deductions | Current | YTD | | --- | --- | --- | | Federa1 Income Tax | 447.65 | l1,638.77 | | Social Security | 252.31 | 6,560.04 | | Medicare | 59.01| 1,534.20 | | State Income Tax | 162.78 | 4,232.28| | 401(k) | 244.17 | 6,348.42 | | Medical Pre-Tax | 122.09 | 3,174.21 | |Field | Value | | --- | --- | | Gross pay | 4,069.50 | | Net pay | 2,767.26 | | Direct deposit to checking | ***-**-7416 | Your 2O26 Form W-2 will be available in the employee portal by January 3l.",PAYSTUB "Blue Heron Logistics LLC 5650 Cedar Ln Riverton, WI 84221 | Field | Value | | --- | --- | | Employee | Sofia Patel | | Employee ID | 70123 | | Pay period | 05/01/2021 - 05/30/2021 | | Pay date | 12/31/2021 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 94.45 | 75.00 | 7,083.81 | 184,179.14 | | Overtime | 141.68 | 3.00 | 171.66 | 6,543.09 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 779.22 | 20,259.71 | | Social Security | 439.20 | 11,419.11 | | Medicare | 102.72 | 2,670.60 | | State Income Tax | 283.35 | 7,367.17 | | 401(k) | 425.03 | 11,050.75 | | Medical Pre-Tax | 212.51 | 5,525.37 | | Field | Value | | --- | --- | | Gross pay | 7,083.81 | | Net pay | 4,816.99 | | Direct deposit to checking | ***-**-2360 | Your 2021 Form W-2 will be available in the employee portal by January 31. Pay Statement",PAYSTUB "Earnings Statement ## Tri-County School District 2705 Maple Ridge DrLakewood, CO 32755 | Field | Value | | --- | --- | | Employee | Olivia Lindqvist | | Employee ID | 59785 | | Pay period | l2/01/2025 - 12/31/2025 | | Pay date | March 23, 2025 | | Earnings |Ratc | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 59.64 | 8O.00 | 4,770.84 | 114,500.16 | | Overtime | 89.45 | 3.00 | 160.30 |435.48 | | Deductíons | Current | YTD | | --- | ---| ---| | Federal Income Tax | 524.79 | 12,595.02 | | 5ocial Security | 295.79 | 7,099.01 | | Medicare | 69.18 | 1,66O.25 | | State Income Tax | 190.83 | 4,580.01 | | Medical Pre-Tax | 143.13 | 3,435.O0 | | Field | Value | | --- | --- | | Gross pay |4,770.84 | | Net pay | 3,244.17 | | Direct deposit to checking | XXXXX8203 |",PAYSTUB "## Earnings Statement Tri-County School District ## 1069 Willow Bend Way Testville, IL 78669 | Field | Value | | --- | --- | | Employee | Jamie E. Kowalski | | Employee ID | 92040 | | Pay period | 11/01/2022 - 11/30/2022 | | Pay date | 12/31/2022 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 85.13 | 80.00 | 6,810.27 | 177,067.03 | | Overtime | 127.69 | 3.00 | 567.07 | 5,860.44 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 749.13 | 19,477.37 | | Social Security | 422.24 | 10,978.16 | | Medicare | 98.75 | 2,567.47 | | State Income Tax | 272.41 | 7,082.68 | | 401(k) | 408.62 | 10,624.02 | | Medical Pre-Tax | 204.31 | 5,312.01 | | Field | Value | | --- | --- | | Gross pay | 6,810.27 | | Net pay | 4,630.98 | | Direct deposit to checking | ***-**-1202 |",PAYSTUB "Payroll Advice Granite Peak Manufacturing Co. 4944 Prairie Ave Testville, IL 63699 | Field | Value | | --- | --- | | Employee | Fatima Tanaka | | Employee ID | 16931 | | Pay period | O8/01/2026 - 08/28/2026 | | Pay date | 12/31/2026 | | Earnings | Rate |Hours | Currcnt | YTD | | --- | --- | --- | --- | --- | | Regular | 57.23 | 86.67 | 4,960.01 | 128,960.25 | | 0vertime | 85.84 | 6.00 | 482.20| 4,572.08 | | Deductions | Current | YTD | | --- | --- | --- | | Federa1 Income Tax| 545.60 | 14,185.63 | | 5ocíal5ecurity | 307.52 | 7,995.54| | Medicare | 71.92 | 1,869.92 | | 401(k) | 297.60 | 7,737.61 | | Field | Value | | --- | --- | | Gross pay | 4,960.01 | | Net pay | 3,372.81 | | Direct deposit to checking | ***-**-0349 | ## Your 2026 Form W-2will be available in the employee portal by January 31.",PAYSTUB "Maple Street Dental PC ## 6386 Cedar Ln Brookhaven, PA 95625 | Field | Value | | --- | --- | | Employee | Hiro Fischer | | Employee ID | 66378 | | Pay period | 04/01/2025 - 04/28/2025 | | Pay date | 12/31/2025 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 20.74 | 75.00 | 1,555.18 | 40,434.65 | | Overtime | 31.10 | 2.00 | 400.47 | 5,321.58 | | Deductions | Current | YTD | | --- | --- | --- | | Social Security | 96.42 | 2,506.95 | | Medicare | 22.55 | 586.30 | | State Income Tax | 62.21 | 1,617.39 | | 401(k) | 93.31 | 2,426.08 | | Medical Pre-Tax | 46.66 | 1,213.04 | | Field | Value | | --- | --- | | Gross pay | 1,555.18 | | Net pay | 1,057.52 | | Direct deposit to checking | ****7509 | Your 2025 Form W-2 will be available in the employee portal by January 31.",PAYSTUB "Payroll Advice Tri-County School District 4002 Maple Ridge Dr Lakewood, CO 25532 | Field | Value | | --- | --- | | Employee | Riley E. Adeyemi | | Employee ID | 15215 | | Pay period | 03/01/2025 - 03/31/2025 | | Pay date | 10/14/25 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 64.99 | 86.67 | 5,632.82 | 28,164.11 | | Overtime | 97.49 | 2.00 | 534.66 | 2,798.20 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 619.61 | 3,098.05 | | Medicare | 81.68 | 408.38 | | State Income Tax | 225.31 | 1,126.56 | | 401(k) | 337.97 | 1,689.85 | | Medical Pre-Tax | 168.98 | 844.92 | | Field | Value | | --- | --- | | Gross pay | 5,632.82 | | Net pay | 3,830.32 | | Direct deposit to checking | ending in 2300 |",PAYSTUB "Statement of Earnings and Deductions Maple Street Dental PC 5749 Prairie Ave Riverton, WI 88077 | Field | Value | | --- | --- | | Employee | Jamie Larsen | | Employee ID | 18139 | | Pay period | 02/01/2025 - 02/28/2025 | | Pay date | 10/06/2025 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 24.16 | 86.67 | 2,094.24 | 6,282.71 | | Overtime | 36.25 | 8.00 | 95.07 | 3,342.68 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 230.37 | 691.10 | | Social Security | 129.84 | 389.53 | | Medicare | 30.37 | 91.10 | | State Income Tax | 83.77 | 251.31 | | 401(k) | 125.65 | 376.96 | | Medical Pre-Tax | 62.83 | 188.48 | | Field | Value | | --- | --- | | Gross pay | 2,094.24 | | Net pay | 1,424.08 | | Direct deposit to checking | ****5888 |",PAYSTUB "## Pay Statement Maple Street Dental PC 5497 Lakeshore Blvd Maplewood, MN 67545 | Field | Value | | --- | --- | | Employee | Alex B. Romero | | Employee ID | 40017 | | Pay period | 04/01/2021 - 04/30/2021 | | Pay date | 11/6/21 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 86.73 | 75.00 | 6,505.03 | 58,545.25 | | Overtime | 130.10 | 2.00 | 158.89 | 5,610.75 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 715.55 | 6,439.98 | | Medicare | 94.32 | 848.91 | | State Income Tax | 260.20 | 2,341.81 | | 401(k) | 390.30 | 3,512.71 | | Medical Pre-Tax | 195.15 | 1,756.36 | | Field | Value | | --- | --- | | Gross pay | 6,505.03 | | Net pay | 4,423.42 | | Direct deposit to checking | ending in 2947 |",PAYSTUB "Pay Statement Tri-County School District 2495 Granite St Oak Grove, TX 58060 | Field | Value | | --- | --- | | Employee | Alex C. Testcase | | Employee ID | 93570 | | Pay period | 03/01/2026 - 03/28/2026 | | Pay date | 02/08/2026 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 72.38 | 40.00 | 2,895.05 | 11,580.19 | | Overtime | 108.56 | 7.00 | 109.38 | 5,529.68 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 318.46 | 1,273.82 | | Medicare | 41.98 | 167.91 | | State Income Tax | 115.80 | 463.21 | | Medical Pre-Tax | 86.85 | 347.41 | | Field | Value | | --- | --- | | Gross pay | 2,895.05 | | Net pay | 1,968.63 | | Direct deposit to checking | ending in 1373 |",PAYSTUB "Copperline Software Inc. ## 5958 Granite St Brookhaven, PA 90129 | Field | Value | | --- | --- | | Employee | Kwame Fischer | | Employee ID | 54384 | | Pay period | 01/01/2024 - 01/31/2024 | | Pay date | 2024-01-27 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 18.73 | 86.67 | 1,623.37 | 9,740.25 | | Overtime | 28.10 | 7.00 | 232.27 | 3,943.72 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 178.57 | 1,071.43 | | Social Security | 100.65 | 603.90 | | Medicare | 23.54 | 141.23 | | State Income Tax | 64.93 | 389.61 | | 401(k) | 97.40 | 584.41 | | Medical Pre-Tax | 48.70 | 292.21 | | Field | Value | | --- | --- | | Gross pay | 1,623.37 | | Net pay | 1,103.89 | | Direct deposit to checking | XXXXX2462 |",PAYSTUB "## Payroll Advice Acme Test Corp 5267 Prairie Ave Oak Grove, TX 93319 | Field | Value | | --- | --- | | Employee | Lena Larsen | | Employee ID | 90547 | | Pay period | 05/01/2021 - 05/28/2021 | | Pay date | 02/03/2021 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 69.96 | 86.67 | 6,063.29 | 72,759.44 | | Overtime | 104.94 | 2.00 | 302.72 | 485.39 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 666.96 | 8,003.54 | | Social Security | 375.92 | 4,511.09 | | Medicare | 87.92 | 1,055.01 | | State Income Tax | 242.53 | 2,910.38 | | 401(k) | 363.80 | 4,365.57 | | Medical Pre-Tax | 181.90 | 2,182.78 | | Field | Value | | --- | --- | | Gross pay | 6,063.29 | | Net pay | 4,123.03 | | Direct deposit to checking | XXXXX4546 |",PAYSTUB "## Statement of Earnings and Deductions Copperline Software Inc. ## 7351 Prairie Ave Oak Grove, TX 68954 | Field | Value | | --- | --- | | Employee | Avery Patel | | Employee ID | 23911 | | Pay period | 04/01/2025 - 04/28/2025 | | Pay date | 12/31/2025 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 49.06 | 80.00 | 3,924.74 | 102,043.31 | | Overtime | 73.59 | 7.00 | 26.82 | 4,238.83 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 431.72 | 11,224.76 | | Medicare | 56.91 | 1,479.63 | | 401(k) | 235.48 | 6,122.60 | | Medical Pre-Tax | 117.74 | 3,061.30 | | Field | Value | | --- | --- | | Gross pay | 3,924.74 | | Net pay | 2,668.83 | | Direct deposit to checking | XXX-XX-9616 | Your 2025 Form W-2 will be available in the employee portal by January 31.",PAYSTUB "## Tri-County School District 7757 Elm Park Pl Maplewood, MN 68179 | Field | Value | | --- | --- | | Employee | Hiro Testcase | | Employee ID | 26057 | | Pay period | 05/01/2026 - 05/31/2026 | | Pay date | 12/31/2026 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 27.02 | 75.00 | 2,026.40 | 52,686.40 | | Overtime | 40.53 | 9.00 | 239.75 | 3,452.13 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 222.90 | 5,795.50 | | Social Security | 125.64 | 3,266.56 | | Medicare | 29.38 | 763.95 | | State Income Tax | 81.06 | 2,107.46 | | Medical Pre-Tax | 60.79 | 1,580.59 | | Field | Value | | --- | --- | | Gross pay | 2,026.40 | | Net pay | 1,377.95 | | Direct deposit to checking | XXXXX3843 | Your 2026 Form W-2 will be available in the employee portal by January 31.",PAYSTUB "Pay Statement Copperline Software Inc. 9687 Cedar Ln Riverton, WI 11141 | Field | Value | | --- | --- | | Employee | Sofia Rivera | | Employee ID | 99766 | | Pay period | 12/01/2026 - 12/30/2026 | | Pay date | 2026-10-07 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 50.79 | 40.00 | 2,031.52 | 26,409.76 | | Overtime | 76.18 | 9.00 | 179.17 | 7,978.90 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 223.47 | 2,905.07 | | Social Security | 125.95 | 1,637.41 | | Medicare | 29.46 | 382.94 | | State Income Tax | 81.26 | 1,056.39 | | 401(k) | 121.89 | 1,584.59 | | Medical Pre-Tax | 60.95 | 792.29 | | Field | Value | | --- | --- | | Gross pay | 2,031.52 | | Net pay | 1,381.43 | | Direct deposit to checking | ending in 9582 |",PAYSTUB "## Pay Statement Maple Street Dental PC ## 409 Oak Hollow Ct Pinecrest, GA 53775 | Field | Value | | --- | --- | | Employee | Lena D. Moreau | | Employee ID | 30853 | | Pay period | 07/01/2026 - 07/28/2026 | | Pay date | 3/22/26 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 27.07 | 40.00 | 1,082.80 | 12,993.57 | | Overtime | 40.60 | 9.00 | 100.55 | 3,293.22 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 119.11 | 1,429.29 | | Social Security | 67.13 | 805.60 | | Medicare | 15.70 | 188.41 | | State Income Tax | 43.31 | 519.74 | | 401(k) | 64.97 | 779.61 | | Medical Pre-Tax | 32.48 | 389.81 | | Field | Value | | --- | --- | | Gross pay | 1,082.80 | | Net pay | 736.30 | | Direct deposit to checking | ****7306 |",PAYSTUB "## Statement of Earnings and Deductions Acme Test Corp 9421 Harbor View Rd Bayside, WA 69189 | Field | Value | | --- | --- | | Employee | Fatima Okafor | | Employee ID | 59166 | | Pay period | 01/01/2022 - 01/30/2022 | | Pay date | August 10, 2022 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 64.01 | 86.67 | 5,547.92 | 27,739.60 | | Overtime | 96.02 | 7.00 | 291.11 | 4,895.46 | | Deductions | Current | YTD | | --- | --- | --- | | Social Security | 343.97 | 1,719.86 | | Medicare | 80.44 | 402.22 | | State Income Tax | 221.92 | 1,109.58 | | 401(k) | 332.88 | 1,664.38 | | Medical Pre-Tax | 166.44 | 832.19 | | Field | Value | | --- | --- | | Gross pay | 5,547.92 | | Net pay | 3,772.59 | | Direct deposit to checking | XXX-XX-1341 |",PAYSTUB "Payroll Advice ## Copperline Software Inc. ## 8757 Maple Ridge Dr Pinecrest, GA 32851 | Field | Value | | --- | --- | | Employee | Alex Brennan | | Employee ID | 20288 | | Pay period | 08/01/2023 - 08/30/2023 | | Pay date | 07/02/2023 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 90.37 | 40.00 | 3,614.68 | 39,761.53 | | Overtime | 135.55 | 5.00 | 95.74 | 2,297.25 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 397.62 | 4,373.77 | | Social Security | 224.11 | 2,465.22 | | Medicare | 52.41 | 576.54 | | State Income Tax | 144.59 | 1,590.46 | | Medical Pre-Tax | 108.44 | 1,192.85 | | Field | Value | | --- | --- | | Gross pay | 3,614.68 | | Net pay | 2,457.99 | | Direct deposit to checking | ending in 4740 |",PAYSTUB "## Pay Statement Granite Peak Manufacturing Co. ## 2850 Lakeshore Blvd Oak Grove, TX 73146 | Field | Value | | --- | --- | | Employee | Casey Adeyemi | | Employee ID | 42355 | | Pay period | 02/01/2025 - 02/28/2025 | | Pay date | 5/7/25 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 28.90 | 40.00 | 1,155.92 | 3,467.75 | | Overtime | 43.35 | 1.00 | 482.73 | 5,146.80 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 127.15 | 381.45 | | Social Security | 71.67 | 215.00 | | Medicare | 16.76 | 50.28 | | State Income Tax | 46.24 | 138.71 | | 401(k) | 69.35 | 208.06 | | Medical Pre-Tax | 34.68 | 104.03 | | Field | Value | | --- | --- | | Gross pay | 1,155.92 | | Net pay | 786.02 | | Direct deposit to checking | XXXXX9542 |",PAYSTUB "## Statement of Earnings and Deductions ## Blue Heron Logistics LLC 9307 Harbor View Rd Maplewood, MN 84907 | Field | Value | | --- | --- | | Employee | Noah Nguyen | | Employee ID | 86584 | | Pay period | 02/01/2024 - 02/28/2024 | | Pay date | 12/31/2024 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 61.12 | 40.00 | 2,444.64 | 63,560.52 | | Overtime | 91.67 | 4.00 | 89.73 | 3,786.96 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 268.91 | 6,991.66 | | Social Security | 151.57 | 3,940.75 | | Medicare | 35.45 | 921.63 | | State Income Tax | 97.79 | 2,542.42 | | 401(k) | 146.68 | 3,813.63 | | Medical Pre-Tax | 73.34 | 1,906.82 | | Field | Value | | --- | --- | | Gross pay | 2,444.64 | | Net pay | 1,662.35 | | Direct deposit to checking | XXXXX6921 |",PAYSTUB "Blue Heron Logistics LLC 909 Prairie Ave Bayside, WA 49232 | Field | Value | | --- | --- | | Employee | Casey Testcase | | Employee ID | 55865 | | Pay period | 02/01/2021 - 02/28/2021 | | Pay date | 2021-11-08 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 37.94 | 86.67 | 3,288.67 | 23,020.70 | | Overtime | 56.92 | 4.00 | 303.53 | 2,925.43 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 361.75 | 2,532.28 | | Social Security | 203.90 | 1,427.28 | | Medicare | 47.69 | 333.80 | | State Income Tax | 131.55 | 920.83 | | 401(k) | 197.32 | 1,381.24 | | Medical Pre-Tax | 98.66 | 690.62 | | Field | Value | | --- | --- | | Gross pay | 3,288.67 | | Net pay | 2,236.30 | | Direct deposit to checking | XXXXX6998 |",PAYSTUB "Payroll Advice Granite Peak Manufacturing Co. 3660 Cedar Ln Cedar Falls, IA 64299 | Field | Value | | --- | --- | | Employee | Mateo R. Lindqvist | | Employee ID | 66241 | | Pay period | 11/01/2024 - 11/28/2024 | | Pay date | June 21, 2024 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 64.50 | 86.67 | 5,590.35 | 72,674.55 | | Overtime | 96.75 | 9.00 | 202.43 | 866.85 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 614.94 | 7,994.20 | | Social Security | 346.60 | 4,505.82 | | Medicare | 81.06 | 1,053.78 | | State Income Tax | 223.61 | 2,906.98 | | 401(k) | 335.42 | 4,360.47 | | Medical Pre-Tax | 167.71 | 2,180.24 | | Field | Value | | --- | --- | | Gross pay | 5,590.35 | | Net pay | 3,801.44 | | Direct deposit to checking | ****8228 |",PAYSTUB "Statement of Earnings and Deductions ## Maple Street Dental PC ## 7811 Sample Street Oak Grove, TX 21595 | Field | Value | | --- | --- | | Employee | Mateo Testcase | | Employee ID | 53904 | | Pay períod | 07/01/2025 - 07/28/2025 | | Pay datc | 05/25/2025 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | ---| --- | --- | | Regular | 92.46 | 8O.00 | 7,396.87 | 147,937.33 | | Ovcrtime | l38.69 | 8.00 | 217.19 | 4,020.04 | |Deductions | Currcnt | YTD | | --- | --- | --- | | Federal Income Tax | 813.66 | 16,273.11 | | 5ocia1 Security | 458.61 | 9,172.11 | | Medicare | 107.25 | 2,145.09 | | State Income Tax | 295.87 | 5,917.49 | | 401(k) | 443.81 | 8,876.24 | | Medical Pre-Tax | 221.91| 4,438.12 | | Field | Value | | --- | --- | | Grosspay| 7,396.87 | | Net pay |5,029.87 | | Direct deposit to checkíng | ****7198 |",PAYSTUB "Maple Street Dental PC ## 1324 Granite St Riverton, WI 88184 | Field | Value | | --- | --- | | Employee | Hiro Sato | | Employee ID | 11179 | | Pay period | 04/01/2024 - 04/30/2024 | | Pay date | 2024-12-20 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 69.60 | 86.67 | 6,032.03 | 30,160.14 | | Overtime | 104.40 | 4.00 | 61.28 | 6,691.93 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 663.52 | 3,317.62 | | Social Security | 373.99 | 1,869.93 | | Medicare | 87.46 | 437.32 | | State Income Tax | 241.28 | 1,206.41 | | 401(k) | 361.92 | 1,809.61 | | Medical Pre-Tax | 180.96 | 904.80 | | Field | Value | | --- | --- | | Gross pay | 6,032.03 | | Net pay | 4,101.78 | | Direct deposit to checking | ending in 5473 | Earnings Statement",PAYSTUB "Pay Statement Tri-County School District ## 6O12 Granite St Brookhaven,PA 41558 | Field | Value | | --- | --- | | Employee | Fatima E. Sato | | Employee ID | 64423 | | Pay period | 01/01/2024 - 01/31/2024 | | Pay date | 2024-01-01 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- |--- | | Rcgular |74.72 | 80.00 | 5,977.33 | 137,478.54 | | Overtime | 112.07 | 2.00 | 12.58 | 1,921.59 | | Deductions | Current |YTD | | --- | --- | --- | |Federal Income Tax | 657.5l | l5,122.64 | | Social Security | 370.59 |8,523.67 | | Medicare | 86.67 | 1,993.44 | | 401(k) | 358.64 | 8,248.7l | | Medícal Pre-Tax | 179.32 | 4,124.36 | | Field | Value | | --- | --- | | Gross pay | 5,977.33 | | Net pay | 4,064.58 | | Dírect deposit to checking | ****0409 |",PAYSTUB "## Statement of Earnings and Deductions Riverside Regional Hospital 7916 Maple Ridge Dr Brookhaven, PA 38771 | Field | Value | | --- | --- | | Employee | Amara B. Okafor | | Employee ID | 13687 | | Pay period | 01/01/2024 - 01/30/2024 | | Pay date | 12/31/2024 | | Earnings | Rate | Hours | Current | YTD | | --- | --- | --- | --- | --- | | Regular | 57.98 | 80.00 | 4,638.27 | 120,594.90 | | Overtime | 86.97 | 2.00 | 312.09 | 8,644.41 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 510.21 | 13,265.44 | | Social Security | 287.57 | 7,476.88 | | Medicare | 67.25 | 1,748.63 | | State Income Tax | 185.53 | 4,823.80 | | 401(k) | 278.30 | 7,235.69 | | Medical Pre-Tax | 139.15 | 3,617.85 | | Field | Value | | --- | --- | | Gross pay | 4,638.27 | | Net pay | 3,154.02 | | Direct deposit to checking | XXX-XX-9932 | Your 2024 Form W-2 will be available in the employee portal by January 31.",PAYSTUB "Pay Statement ## Acme Test Corp 1111 Granite St Oak Grove, TX 34115 |Fic1d | Value | | --- | --- | | Employee |Noah E. Adeyemi | | Employee ID |71424 | | Pay period | 03/01/2023 - 03/28/2023| | Pay date | 07/11/2023 | | Eamings | Rate | Hours | Current | YTD | | --- | --- | --- | ---| --- | | Regular | 74.10 | 86.67 | 6,422.23 | 102,755.72 | | Overtime | l11.15 | 8.00 | 244.50 | 3,540.09 | | Deductions | Current | YTD | | --- | --- | --- | | Federal Income Tax | 706.45 | l1,303.13 | | Medicare | 93.12 | 1,489.96 | | 5tate Income Tax | 256.89| 4,110.23 | | Medical Pre-Tax | 192.67 | 3,082.67 | | Field | Value | | --- | --- | | Gross pay | 6,422.23 | | Net pay | 4,367.12 | | Direct deposit to checking | ending in 6929 |",PAYSTUB "Income Statement Maple Street Bakery January - December 2022 Cash Basis Income Sales 511,146.74 Total Income 511,146.74 Cost of Goods Sold 176,778.42 Gross Profit 334,368.32 Expenses Total Advertising & Marketing 20,355.41 Contract Labor 27,798.11 Insurance 9,025.35 Rent or Lease 39,315.09 Software Subscriptions 4,301.76 Travel 8,674.05 Utilities 5,093.36 Total Expenses 114,563.13 Net Operating Income 219,805.19 Net Income 219,805.19",BUSINESS_RECORD "Income Statement Riverbend Landscaping January - December 2024 Accrual Basis Income Sales 224,298.16 Total Income 224,298.16 Cost of Goods Sold 30,570.99 Gross Profit 193,727.17 Expenses Total Advertising & Marketing 8,219.98 Insurance 2,585.96 Office Supplies 3,017.91 Rent or Lease 12,871.73 Travel 3,623.95 Total Expenses 30,319.53 Net Operating Income 163,407.64 Net Income 163,407.64",BUSINESS_RECORD "Income Statement Maple Street Bakery March 2024 Accrual Basis Income Sales 202,652.71 Total Income 202,652.71 Cost of Goods Sold 27,145.06 Gross Profit 175,507.65 Expenses Total Advertising & Marketing 7,820.93 Insurance 3,037.92 Office Supplies 1,134.43 Rent or Lease 15,560.38 Software Subscriptions 1,377.84 Travel 3,905.92 Total Expenses 32,837.42 Net Operating Income 142,670.23 Net Income 142,670.23",BUSINESS_RECORD "Maple Street Bakery June 2022 Accrual Basis Income Sales 417,066.97 Total Income 417,066.97 Cost of Goods Sold 113,320.05 Gross Profit 303,746.92 Expenses Total Advertising & Marketing 9,838.42 Contract Labor 38,090.05 Insurance 8,303.24 Office Supplies 4,657.37 Rent or Lease 34,572.37 Travel 5,784.32 Utilities 3,241.49 Total Expenses 104,487.26 Net Operating Income 199,259.66 Net Income 199,259.66 Profit & Loss Statement",BUSINESS_RECORD "Profit and Loss Copperline Consulting January - December 2023 Cash Basis Income Sales 288,102.98 Total Income 288,102.98 Cost of Goods Sold 44,856.20 Gross Profit 243,246.79 Expenses Total Advertising & Marketing 11,470.85 Contract Labor 22,474.43 Insurance 3,102.19 Office Supplies 3,959.94 Rent or Lease 22,845.77 Software Subscriptions 2,320.95 Travel 8,442.88 Utilities 3,593.30 Total Expenses 78,210.31 Net Operating Income 165,036.48 Net Income 165,036.48",BUSINESS_RECORD "Income Statement Maple Street Bakery January - December 2024 Accrual Basis Income Sales 150,605.99 Total Income 150,605.99 Cost of Goods Sold 28,649.78 Gross Profit 121,956.21 Expenses Total Advertising & Marketing 2,824.65 Contract Labor 12,090.98 Insurance 3,816.72 Office Supplies 794.87 Software Subscriptions 2,191.06 Travel 1,620.47 Utilities 966.29 Total Expenses 24,305.04 Net Operating Income 97,651.17 Net Income 97,651.17",BUSINESS_RECORD "Category Jan Feb Mar YTD Operating expenses 5747.61 15803.63 28359.44 17873.05 Software 16823.75 3760.90 21921.69 24179.23 Software 28114.12 596.89 26623.44 13448.82",BUSINESS_RECORD "Income Statement Copperline Consulting January - December 2026 Cash Basis Income Sales 489,710.07 Total Income 489,710.07 Cost of Goods Sold 221,208.16 Gross Profit 268,501.92 Expenses Total Advertising & Marketing 10,579.29 Contract Labor 55,620.33 Office Supplies 2,967.88 Rent or Lease 15,561.98 Travel 8,577.49 Utilities 4,939.54 Total Expenses 98,246.51 Net Operating Income 170,255.41 Net Income 170,255.41",BUSINESS_RECORD "Account Q1 Q2 Q3 Q4 Total Sales 68056.10 74314.98 64299.31 43133.34 11172.94 Cost of Goods Sold 58662.04 64675.16 86027.94 79924.54 12479.87 Marketing 82189.10 65113.34 4187.93 3387.13 19187.62 Income statement by month",BUSINESS_RECORD "Income Statement RiverbendLandscaping June 2023 Accrual Basis Income Sales 265,244.60 Total Income 265,244.60 Cost of Goods Sold 32,249.13 Gross Profít 232,995.47 Expenses Total Advertising & Marketing 10,190.78 Contract Labor 11,645.70 0fficc Supplies 3,286.27 Rent or Lease 11,955.00 Utilities 1,629.26 Total Expenses 38,7O7.01 Net Operating Income 194,288.46 Net Income 194,288.46",BUSINESS_RECORD "Profit & Loss Statement Riverbend Landscaping January - December 2023 Cash Basis Income Sales 406,739.00 Total Income 406,739.00 Cost of Goods Sold 134,722.57 Gross Profit 272,016.43 Expenses Total Advertising & Marketing 11,520.67 Contract Labor 40,627.98 Insurance 5,582.10 Office Supplies 4,765.42 Software Subscriptions 3,755.03 Utilities 4,836.24 Total Expenses 71,087.44 Net Operating Income 200,928.99 Net Income 200,928.99",BUSINESS_RECORD "Profit & Loss Statement Maple Street Bakery January - December 2025 Accrual Basis Income Sales 71,455.05 Total Income 71,455.05 Cost of Goods Sold 22,254.85 Gross Profit 49,200.20 Expenses Total Advertising & Marketing 2,695.24 Contract Labor 6,297.57 Insurance 1,640.83 Office Supplies 836.15 Rent or Lease 5,524.80 Software Subscriptions 979.33 Travel 799.31 Utilities 905.16 Total Expenses 19,678.39 Net Operating Income 29,521.81 Net Income 29,521.81",BUSINESS_RECORD "Income Statement Maple Street Bakery June 2026 Accrual Basis Income Sales 124,037.43 Total Income 124,037.43 Cost of Goods Sold 19,465.25 Gross Profit 104,572.18 Expenses Total Contract Labor 8,692.70 Insurance 1,721.73 Office Supplies 882.17 Software Subscriptions 637.21 Travel 2,635.08 Utilities 1,432.87 Total Expenses 16,001.76 Net Operating Income 88,570.42 Net Income 88,570.42",BUSINESS_RECORD "P&L Summary 2023 Downloaded 04/20/2023 Account Q1 Q2 Q3 Q4 Tota1 Cost of Goods Sold 37877.41 7135.06 53494.07 5399.99 16252.78 Rent 7377.64 5283O.13 26777.21 52646.71 1683.18 Rent 45861.60 871O9.55 86489.42 20234.72 58458.60",BUSINESS_RECORD "Profit and Loss Bright Pixel Design LLC October 2026 Accrual Basis Income Sales 447,413.87 Total Income 447,413.87 Cost of Goods Sold 189,829.02 Gross Profit 257,584.85 Expenses Total Advertising & Marketing 8,934.77 Insurance 5,720.58 Office Supplies 2,370.05 Rent or Lease 30,117.50 Software Subscriptions 3,313.61 Travel 8,965.35 Total Expenses 59,421.86 Net Operating Income 198,162.99 Net Income 198,162.99",BUSINESS_RECORD "Category Jan Feb Mar YTD Contractors 23132.53 28015.30 16548.10 11845.71 Service revenue 10686.07 15293.95 22371.25 5485.91 Service revenue 25542.36 14949.97 18739.67 15848.09 Software 13959.72 18745.23 9711.65 5580.23 COGS 29285.26 23722.69 11595.10 17707.49 Software 9646.76 3397.76 16109.22 2423.96 Operating expenses 15323.80 28476.97 16222.37 1986.41 COGS 18169.60 2586.40 17330.34 5728.00",BUSINESS_RECORD "Account Q1 Q2 Q3 Q4 Total TotalRevenue 77781.87 79084.16 71045.17 85854.38 63948.51 Payroll Expenses 17890.56 39598.02 25477.19 84399.13 81216.59 Marketing 53413.47 15965.75 777O7.17 40985.15 13256.53 Payroll Expenses 38101.67 89353.62 25092.42 51769.52 17l30.77 Rcnt 5556.21 8451.12 6537.01 29833.00 70594.15",BUSINESS_RECORD "Income Statement Bright Pixel Design LLC January - December 2023 Cash Basis Income Sales 329,5l5.67 Total Income 329,5l5.67 Cost of Goods Sold 113,308.59 Gross Profit 216,207.08 Expenses Total Advertising & Marketing 12,347.02 Contract Labor 30,318.48 Insurance 4,669.45 Office 5upplies 3,701.74 Rent or Lease 27,315.29 Software Subscriptions 4,240.79 Travel 9,452.66 Utílities 4,449.67 Total Expenses 96,495.10 Net Operating Income 119,711.98 Net Income 119,711.98",BUSINESS_RECORD "Bright Pixel Design LLC January - December 2024 Cash Basis Income Sales 75,479.85 Total Income 75,479.85 Cost of Goods Sold 22,606.45 Gross Profit 52,873.39 Expenses Total Advertising & Marketing 2,337.19 Contract Labor 3,042.70 Insurance 2,258.13 Office Supplies 677.64 Rent or Lease 4,447.97 Software Subscriptions 845.72 Travel 776.92 Utilities 693.13 Total Expenses 15,079.40 Net Operating Income 37,793.99 Net Income 37,793.99",BUSINESS_RECORD "Copperline Consulting January - December 2021 Accrual Basis Income Sales 128,084.94 Total Income 128,084.94 Cost of Goods Sold 28,660.93 Gross Profit 99,424.01 Expenses Total Office Supplies 1,279.57 Rent or Lease 4,403.64 Software Subscriptions 783.66 Travel l,780.74 Utilities 1,728.06 Total Expenses 9,975.67 NetOperatíng Income 89,448.34 Net Income 89,448.34 Profít and Loss",BUSINESS_RECORD "Income Statement Bright Pixel Design LLC June 2022 Accrual Basis Income Sales 410,684.04 Total Income 410,684.04 Cost of Goods Sold 177,153.23 Gross Profit 233,530.81 Expenses Total Advertising & Marketing 10,672.23 Contract Labor 23,912.81 Insurance 7,521.51 Office Supplies 4,839.48 Software Subscriptions 3,559.26 Travel 4,773.33 Utilities 3,442.96 Total Expenses 58,721.58 Net Operating Income 174,809.23 Net Income 174,809.23",BUSINESS_RECORD "Income Statement Bright Pixel Design LLC June 2024 Accrual Basis Income Sales 252,725.37 Total Income 252,725.37 Cost of Goods Sold 33,554.04 Gross Profit 219,171.33 Expenses Total Contract Labor 21,151.87 Office Supplies 2,291.58 Rent or Lease 22,712.97 Software Subscriptions 2,520.08 Travel 5,044.51 Utilities 3,302.00 Total Expenses 57,023.01 Net Operating Income 162,148.32 Net Income 162,148.32",BUSINESS_RECORD "Maple Street Bakery - Profit and Loss - 2021 Account Q1 Q2 Q3 Q4 Total Net Income 706.16 6239.46 29489.23 54113.23 55081.13 Marketing 50564.05 73614.42 84613.26 45880.65 38678.66 Payroll Expenses 22032.56 34814.17 65638.76 40315.27 38966.34 Marketing 44736.44 76783.35 86543.20 65846.52 9393.89 Sales 60401.29 9778.54 89108.76 12943.29 4862.14",BUSINESS_RECORD "Income Statement Bright Pixel Design LLC January - December 2023 Accrual Basis Income Sales 322,565.37 Total Income 322,565.37 Cost of Goods Sold 48,940.80 Gross Profit 273,624.57 Expenses Total Advertising & Marketing 6,987.36 Contract Labor 25,443.72 Insurance 3,572.28 Office Supplies 2,099.74 Rent or Lease 15,655.01 Travel 4,347.82 Utilities 4,314.17 Total Expenses 62,420.10 Net Operating Income 211,204.47 Net Income 211,204.47",BUSINESS_RECORD "Maple Street Bakery June 2026 Accrual Basis Income Sales 45,108.98 Total Income 45,108.98 Cost of Goods Sold 7,293.96 Gross Profit 37,815.02 Expenses Total Advertising & Marketing 934.84 Contract Labor 4,809.93 Office Supplies 254.65 Travel 565.00 Total Expenses 6,564.42 Net Operating Income 31,250.60 Net Income 31,250.60 Profit & Loss Statement",BUSINESS_RECORD "Profit and Loss Riverbend Landscaping January - December 2022 Cash Basis Income Sales 406,261.41 Total Income 406,261.41 Cost of Goods Sold 88,221.05 Gross Profit 318,040.35 Expenses Total Contract Labor 45,837.01 Insurance 7,180.35 Office Supplies 5,347.52 Rent or Lease 28,778.99 Software Subscriptions 5,437.14 Total Expenses 92,581.01 Net Operating Income 225,459.34 Net Income 225,459.34",BUSINESS_RECORD "Category Jan Feb Mar YTD Income 16749.45 19489.20 4900.17 4241.49 Service revenue 27945.65 1023.41 22221.47 23185.03 Software 22644.82 17625.72 13372.79 24456.50 Net operating income 14517.44 13773.90 11228.85 20358.52 Software 19528.01 8017.14 5575.87 5365.04 Income 4117.76 5459.17 14794.18 471.61 Operating expenses 2758.55 3710.95 5145.29 23951.53",BUSINESS_RECORD "Riverbend Landscaping January - December 2026 Accrual Basis Income Sales 371,737.62 Total Income 371,737.62 Cost of Goods Sold 92,219.72 Gross Profit 279,517.90 Expenses Total Advertising & Marketing 11,527.35 Contract Labor 23,023.22 Office Supplies 5,242.94 Rent or Lease 31,370.00 Software Subscriptions 2,031.48 Travel 6,452.09 Utilities 2,349.46 Total Expenses 81,996.54 Net Operating Income 197,521.36 Net Income 197,521.36 Profit and Loss",BUSINESS_RECORD "Income Statement Maple Street Bakery January - December 2025 Accrual Basis Income Sales 553,236.20 Total Income 553,236.20 Cost of Goods Sold 269,154.28 Gross Profit 284,081.92 Expenses Total Advertising & Marketing 16,363.10 Contract Labor 30,732.10 Office Supplies 6,739.26 Rent or Lease 21,511.28 Travel 13,441.39 Utilities 4,223.78 Total Expenses 93,010.91 Net Operating Income 191,071.01 Net Income 191,071.01",BUSINESS_RECORD "Income Statement Maple Street Bakery January - December 2021 Cash Basis Income Sales 20,117.13 Total Income 20,117.13 Cost of Goods Sold 8,020.05 Gross Profit 12,097.07 Expenses Total Advertising & Marketing 745.24 Contract Labor 2,084.74 Insurance 534.69 Office Supplies 277.73 Utilities 249.77 Total Expenses 3,892.17 Net Operating Income 8,204.90 Net Income 8,204.90",BUSINESS_RECORD "Profit & Loss Statement Copperline Consulting June 2026 Accrual Basis Income Sales 22,467.13 Total Income 22,467.13 Cost of Goods Sold 10,617.77 Gross Profit 11,849.36 Expenses Total Advertising & Marketing 992.07 Contract Labor 2,088.27 Insurance 362.30 Office Supplies 208.97 Rent or Lease 887.42 Software Subscriptions 226.60 Travel 405.72 Total Expenses 5,171.35 Net Operating Income 6,678.01 Net Income 6,678.01",BUSINESS_RECORD "Category Jan Feb Mar YTD Income 217.49 25845.00 18987.14 20601.79 Software 18101.90 21162.65 25362.74 17013.40 Software 19071.28 25837.97 19214.23 20840.72 Service revenue 1317.09 3695.05 2642.76 21822.39 Contractors 23139.94 17394.72 18274.44 7293.30 Service revenue 20530.43 20936.78 27687.27 5219.93 Net operating income 5219.74 9019.84 26429.65 14914.96 COGS 8410.05 14097.42 14038.02 26842.10",BUSINESS_RECORD "Marion County Treasurer Parcel number 94-86-343-56 Property location 2777 Granite St Oak Grove, TX 96666 Owner Jordan Kowalski Assessed value $147,178.67 Homestead exemption $7,282.59 Tax rate 8.4404% Taxing district Amount Community College 502 2,089.43 School District 204 3,670.28 Park District 4,763.44 Library District 2,913.58 Total tax $9,431.74 First installment due 2025-12-09 Second installment due 2025-04-07 If your taxes are paid through an escrow account, forward this bill to your mortgage company. 2025 Real Estate Property Tax Bill",PROPERTY_TAX_BILL "Cedar County Tax Office Parcel number 53-61-540-96 Property location 4759 Maple Ridge Dr Bayside, WA 77551 Owner Noah Haddad Assessed value $540,971.44 Homestead exemption $4,638.93 Tax rate 7.0122% Taxing district Amount Library District 863.44 School District 204 922.34 Community College 502 2,971.61 Park District 2,157.82 Total tax $1,689.10 First installment due 02/01/2021 Second installment due August 15, 2021 Amount paid $844.55",PROPERTY_TAX_BILL "2022 Real Estate Property Tax Bill Marion County Treasurer Parcel number 12-26-176-65 Property location 7071 Maple Ridge Dr Oak Grove, TX 41363 Owner Priya Tanaka Assessed value $149,762.51 Homestead exemption $9,576.00 Tax rate 8.2167% Taxing district Amount Library District 3,318.25 Community College 502 3,599.36 City of Testville 2,144.06 School District 204 4,190.50 Total tax $7,784.68 First installment due 2/25/22 Second installment due 2022-06-15",PROPERTY_TAX_BILL "Second Installment Property Tax Notice Lake County Collector Parcel number 66-31-372-50 Property location 3823 Willow Bend Way Bayside, WA 86495 Owner Olivia Moreau Assessed value $427,273.24 Homestead exemption $7,097.31 Tax rate 8.2141% Taxing district Amount School District 204 2,963.08 Library District 3,130.99 County General 2,993.36 Park District 921.35 Total tax $13,317.60 First installment due 12/16/24 Second installment due 3/21/24",PROPERTY_TAX_BILL "Lake County Collector Parcel number 96-32-571-14 Property location 8622 Lakeshore Blvd Bayside, WA 68541 Owner Wei A. Brennan Assessed value $620,935.76 Homestead exemption $4,523.02 Tax rate 8.4847% Taxing district Amount Community College 502 1,115.10 School District 204 4,650.65 Park District 4,394.90 County General 2,781.37 Total tax $12,743.08 First installment due 09/01/2021 Second installment due 08/05/2021 Amount paid $6,371.54 If your taxes are paid through an escrow account, forward this bill to your mortgage company. Property Tax Payment Receipt",PROPERTY_TAX_BILL "Second Installment Property Tax Notice Cedar County Tax Office Parcel number 51-61-966-29 Property location 7218 Granite St Oak Grove, TX 97846 Owner Jordan D. Sato Assessed value $686,662.78 Homestead exemption $8,125.00 Tax rate 8.3646% Taxing district Amount Community College 502 3,024.76 Library District 2,686.92 City of Testville 824.56 School District 204 4,395.55 Total tax $14,310.38 First installment due 2023-08-24 Second installment due 2023-05-14",PROPERTY_TAX_BILL "Second Installment Property Tax Noticc Harbor County Treasurer Parcel number 97-74-327-78 Property location 7942 Oak Hollow Ct Lakewood,CO 69584 Owner Noah Testcase Assessed value $609,433.61 Homestead exemption $6,528.78 Tax rate 9.7622% Taxing district Amount School District 204 319.23 Library District 4,998.10 County Gcncral 3,225.14 Park District 956.28 Total tax $3,801.41 First installment due 7/4/21 5econd installment due 2021-06-24 If your taxes are paid through an escrow account,forward this bill to yourmortgage company.",PROPERTY_TAX_BILL "Property Tax Payment Receipt Lake County Collector Parcel number 18-30-782-76 Property location 6531 Cedar Ln Pinecrest, GA 92232 Owner Lena Romero Assessed value $187,293.10 Homestead exemption $3,439.59 Tax rate 7.2709% Taxing district Amount City of Testville 3,698.13 Community College 502 3,239.66 Park District 479.45 School District 204 1,439.30 Total tax $12,755.43 First installment due July 27, 2025 Second installment due 07/03/2025 Amount paid $6,377.72",PROPERTY_TAX_BILL "Second Installment Property Tax Notice Harbor County Treasurer Parcel number 45-29-174-83 Propcrty location 6457 Oak Hollow Ct Fairview, OH 30913 Owner Wei Tanaka Assessed value $655,865.35 Homestead exemption $334.50 Tax rate 5.4670% Taxing district Amount Library District 2,118.77 City of Testville 3,646.56 School District 204 4,969.94 Community College 502 2,764.04 Total tax $14,011.63 First installmcnt duc 05/08/2024 5econd installment due 01/25/2024",PROPERTY_TAX_BILL "Marion County Treasurer Parcel number 34-79-279-47 Property location 4211 Granite St Fairview, OH 29174 Owner Amara D. Sato Assessed value $213,421.81 Homestead exemption $3,227.01 Tax rate 8.6789% Taxing district Amount County General 3,428.00 Library District 2,520.92 Community College 502 2,238.78 School District 204 3,107.04 Total tax $5,987.91 First installment due September 23, 2021 Second installment due 2021-03-22 Amount paid $2,993.95",PROPERTY_TAX_BILL "Property Tax Payment Receipt Marion County Treasurer Parcel number 17-42-277-28 Property location 8346 Sample Street Maplewood, MN 84781 Owner Riley E. Nguyen Assessed value $278,408.05 Homestead exemption $8,575.78 Tax rate 3.6266% Taxing district Amount School District 204 3,385.12 Community College 502 4,342.95 Library District 2,005.12 Park District 2,428.06 Total tax $14,489.74 First installment due 2023-09-26 Second installment due 02/24/2023 Amount paid $7,244.87 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "Property Tax Payment Receipt Cedar County Tax Offíce Parcel number 45-92-8l2-18 Property location 1899 Harbor View Rd Cedar Falls, IA 60946 Owner Diego Kowalski Assessedvalue S352,988.52 Homestead exemptíon $8,332.l9 Tax rate 7.4085% Taxing district Amount City of Testville 4,959.09 School District 204 1,369.48 County General 397.46 Community Co1lege 502 3,255.67 Total tax $5,345.90 First installment due 9/21/24 5econd installment due February 26, 2024 Amount paid $2,672.95",PROPERTY_TAX_BILL "Second Installment Property Tax Notice Lake County Collector Parccl number 20-84-562-56 Property location 998 Maple Ridge Dr Brookhaven, PA 92412 Owner O1ivia Testcase Assessed value $643,925.97 Homestead exemptíon $6,l62.55 Taxratc 2.3691% Taxing district Amount 5chool District 2O4 1,585.77 Library District 1,107.38 Community College 502 4,913.07 County General 1,738.54 Total tax $8,885.59 First installment due October 28, 2026 Second installment due 02/10/2026",PROPERTY_TAX_BILL "Property Tax Payment Receipt Harbor County Treasurer Parcel number 38-45-148-28 Property location 3880 Willow Bend Way Lakewood, CO 84400 Owner Priya Fischer Assessed value $367,251.23 Homestead exemption $1,345.05 Tax rate 2.5948% Taxing district Amount County General 3,181.05 School District 204 4,248.45 Library District 1,374.13 Park District 3,349.72 Total tax $2,024.29 First installment due 4/7/26 Second installment due 2026-08-10 Amount paid $1,012.15 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "Property Tax Payment Receipt Marion County Treasurer Parcel number 21-30-626-21 Property location 3915 Prairie Ave Testville, IL 41323 Owner Casey Sato Assessed value $310,861.82 Homestead exemption $366.40 Tax rate 4.4243% Taxing district Amount Community College 502 1,644.55 School District 204 1,142.37 Library District 1,573.79 City of Testville 4,653.84 Total tax $12,306.29 First installment due 5/4/26 Second installment due 2026-03-01 Amount paid $6,153.14 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "Lake County Collector Parcel number 47-29-650-70 Propcrty location 4507 Lakeshore BlvdPinecrest, GA 87074 0wner Taylor Castillo Assessed value S206,909.27 Homestead exemption $5,670.25 Tax rate 6.2828% Taxing district Amount Park District l,508.45 City of Testville 1,352.57 School District 204 635.27 Community Co1lcge 502 571.44 Total tax $11,268.29 First installment due 5/4/22 Second installment due 09/0l/2022 Amount paid $5,634.l5 Property Tax Payment Receipt",PROPERTY_TAX_BILL "Property Tax Payment Receipt Lake County Collector Parcel number 99-54-432-30 Property location 1453 Sample Street Cedar Falls, IA 63798 Owner Wei Moreau Assessed value $663,055.89 Homestead exemption $2,428.90 Tax rate 7.5490% Taxing district Amount Library District 4,464.03 County General 4,152.39 Park District 1,814.60 City of Testville 188.48 Total tax $12,296.19 First installment due 11/15/2022 Second installment due 07/13/2022 Amount paid $6,148.09",PROPERTY_TAX_BILL "Second Installment Property Tax Notice Marion County Treasurer Parcel number 73-73-528-87 Property location 229 Prairie Ave Testville, IL 60412 Owner Amara Lindqvist Assessed value $169,768.78 Homestead exemption $4,971.44 Tax rate 8.2385% Taxing district Amount School District 204 4,152.24 County General 3,437.25 Community College 502 4,182.08 Park District 856.74 Total tax $13,743.19 First installment due 2024-07-22 Second installment due 04/01/2024",PROPERTY_TAX_BILL "Second Installment Property Tax Notice Cedar County Tax Office Parcel number 54-27-416-14 Property location 8831 SampleStreet Testville, IL 18914 Owner Riley Adeyemi Assessed value S146,892.47 Homestead exemption $1,9O1.97 Tax rate 9.2679% Taxing district Amount County General 1,859.94 Community College 502 3,949.89 Park District 2,952.54 Library District 463.31 Total tax $11,008.36 First installment due August 3, 2024 5econd installment due December 22, 2024 If your taxes are paid through an escrow account, forward thís bill to your mortgage company.",PROPERTY_TAX_BILL "Property Tax Payment Receipt Lake County Collector Parcel number 87-41-441-24 Property location 5061 Sample Street Bayside, WA 65250 Owner Kwame Walsh Assessed value $293,522.80 Homestead exemption $7,115.28 Tax rate 4.0367% Taxing district Amount City of Testville 2,686.67 Park District 1,373.77 School District 204 2,535.02 County General 435.58 Total tax $11,368.45 First installment due October 13, 2026 Second installment due 12/27/2026 Amount paid $5,684.23 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "Lake County Collector Parcel number 55-46-209-45 Property location 8851 Sample Street Cedar Falls, IA 91270 Owner Hiro Sato Assessed value $249,063.79 Homestead exemption $8,902.33 Tax rate 4.1062% Taxing district Amount County General 264.84 School District 204 2,449.94 City of Testville 683.24 Library District 2,943.49 Total tax $9,946.33 First installment due 12/12/2023 Second installment due 04/22/2023 Amount paid $4,973.16",PROPERTY_TAX_BILL "Property Tax Payment Receipt Marion County Treasurer Parcel number 76-94-747-16 Property location 1881 Oak Hollow Ct Cedar Falls, IA 77475 Owner Jamie Testcase Assessed value $675,051.20 Homestead exemption $8,611.88 Tax rate 3.6605% Taxing district Amount County General 748.98 Library District 2,036.37 School District 204 1,255.24 City of Testville 3,016.05 Total tax $8,644.51 First installment due 6/19/21 Second installment due 04/03/2021 Amount paid $4,322.25",PROPERTY_TAX_BILL "Property Tax Payment Receipt Lake County Collector Parcel number 11-11-960-28 Property location 2885 Oak Hollow Ct Riverton, WI 65029 Owner Wei Moreau Assessed value $100,509.68 Homestead exemption $9,169.65 Tax rate 6.1588% Taxing district Amount Park District 858.05 Library District 4,834.78 City of Testville 3,045.26 Community College 502 823.62 Total tax $5,386.41 First installment due 2021-11-16 Second installment due 2021-12-24 Amount paid $2,693.20 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "2024 Real Estate Property Tax Bill Lake County Collector Parcel number 80-82-583-21 Property location 5787 Granite St Brookhaven, PA 44987 Owner Casey Walsh Assessed value $470,505.98 Homestead exemption $3,377.08 Tax rate 7.2590% Taxing district Amount School District 204 3,025.89 Library District 4,436.16 Park District 1,620.80 Community College 502 3,995.21 Total tax $3,593.02 First installment due 2024-01-05 Second installment due 01/16/2024",PROPERTY_TAX_BILL "Lake County Collector Parcel number 35-46-633-17 Property location 385 Lakeshore Blvd Cedar Falls, IA 56076 Owner Priya Walsh Assessed value $214,493.37 Homestead exemption $8,773.30 Tax rate 6.0806% Taxing district Amount City of Testville 2,968.01 School District 204 1,436.28 County General 766.48 Park District 1,791.63 Total tax $6,198.05 First installment due February 26, 2023 Second installment due 08/21/2023 Second Installment Property Tax Notice",PROPERTY_TAX_BILL "Harbor County Treasurer Parcel number 93-52-871-90 Property location 5664 Lakeshore Blvd Testville, IL 39036 Owner Amara B. Larsen Assessed value $680,481.74 Homestead exemption $2,314.67 Tax rate 4.6925% Taxing district Amount Park District 1,521.68 Library District 4,454.74 School District 204 606.26 City of Testville 2,407.76 Total tax $8,125.87 First installment due 3/23/23 Second installment due 10/27/2023 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "Property Tax Payment Receipt Marion County Treasurer Parcel number 47-35-787-26 Property location 1784 Lakcshore Blvd Pinecrest, GA 17312 Owner Avcry Adeyemi Assessed value $400,871.94 Homestead exemption $8,046.75 Tax rate 3.9026% Taxing district Amount Library District 2,159.09 Park District 1,725.01 City of Testvi1le 3,754.78 Community College 502 1,545.42 Total tax $6,361.47 First installment due5/22/24 Second installment due 10/21/2024 Amount paid $3,180.74",PROPERTY_TAX_BILL "Cedar County Tax Office Parcel number 23-11-422-91 Property location 1345 Lakeshore Blvd Oak Grove, TX 15910 Owner Diego Romero Assessed value $574,137.37 Homestead exemption $1,499.68 Tax rate 9.1507% Taxing district Amount Library District 2,364.08 Community College 502 2,834.55 School District 204 3,245.08 Park District 221.06 Total tax $11,474.54 First installment due 11/05/2025 Second installment due 2025-07-26 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "Second Installment Property Tax Notice MarionCounty Treasurer Parce1 number 61-66-859-95 Property locatíon 4634 Harbor View Rd Brookhaven, PA 91695 Owner Sofia Fischer Assessed value S291,917.68 Homestead exemption$5,980.88 Tax rate 8.7647% Taxing district Amount Community College 502 1,156.68 Park Dístrict 4,563.O7 5chool District 204 1,503.31 County Gcneral 2,906.81 Total tax $8,140.93 First installment due 2023-01-28 Second installment due 12/08/2023",PROPERTY_TAX_BILL "Second Installment Property Tax Notice Harbor County Treasurer Parcel number 78-14-974-98 Property location 8674 Prairie Ave Brookhaven, PA 75393 Owner Amara Adeyemi Assessed value $473,361.95 Homestead exemption $7,299.22 Tax rate 6.1867% Taxing district Amount Library District 4,371.68 Park District 312.54 School District 204 1,326.34 City of Testville 3,391.63 Total tax $6,988.25 First installment due 2025-10-07 Second installment due 06/06/2025 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "Cedar County Tax Office Parcel number 34-39-464-90 Property location 8038 Maple Ridge Dr Brookhaven, PA 97350 Owner Amara Fischer Assessed value $186,115.48 Homestead exemption $7,029.49 Tax rate 4.2434% Taxing district Amount Community College 502 1,939.36 County General 1,394.33 Park District 481.80 Library District 4,202.51 Total tax $9,773.03 First installment due September 13, 2024 Second installment due 11/12/2024 If your taxes are paid through an escrow account, forward this bill to your mortgage company. Second Installment Property Tax Notice",PROPERTY_TAX_BILL "2022 Real Estate Property Tax Bill Cedar County Tax Office Parcel number 75-72-525-19 Property location 1785 Willow Bend Way Cedar Falls, IA 17607 Owner Priya R. Kowalski Assessed value $148,998.95 Homestead exemption $6,577.84 Tax rate 9.2461% Taxing district Amount School District 204 3,743.38 Community College 502 1,606.88 County General 3,575.73 City of Testville 2,011.74 Total tax $6,984.50 First installment due 2022-07-15 Second installment due 11/22/2022 If your taxes are paid through an escrow account, forward this bill to your mortgage company.",PROPERTY_TAX_BILL "Northwind Electronics 1124 Lakeshore Blvd Brookhaven, PA 32848 2023-09-23 3:41 PM Store 073 Item Qty Price Monitor 27in 3 368.50 Printer Paper 10pk 2 224.63 Drill Bit Set 1 123.06 Subtotal Sales tax Total Visa 716.19 50.13 766.32 XXXXX7319 Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "Harbor Hardware 230 Cedar Ln Map1ewood, MN 80161 June 3, 2023 3:41 PM 5tore 060 Item Qty Price Monitor 27in 1 19.10 USB-CCable 2 114.66 Organic Apples 2 71.86 Printer Paper 10pk 3 14.02 5ubtotal Sales tax Total Visa 219.64 15.37 235.01 ***-**-0983 Thank you for shopping! Retums within 30 days with receipt.",PURCHASE_RECEIPT "Maple Market 5335 Cedar Ln Testville, IL 16077 June 28, 2026 3:41 PM Store 076 Item Qty Price Drill Bit Set 2 382.09 Monitor 27in 1 366.68 Drill Bit Set 1 72.34 LED Bulbs 4pk 3 300.96 LED Bulbs 4pk 3 74.96 USB-C Cable 2 315.16 Subtotal Sales tax Total Visa 1,512.19 105.85 1,618.04 ****2052 Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "Northwind Electronics 731 Oak Hollow Ct Fairview, OH 33382 9/28/22 3:41 PM Store O48 Item Qty Price USB-C Cable 3 170.64 LED Bulbs 4pk 3 189.40 Organic App1cs 3 224.67 USB-C Cable 2 371.36 Subtotal Sales tax Total Visa 956.07 66.92 1,022.99 XXX-XX-5836 Thank you for shopping! Returns within30 days with receipt.",PURCHASE_RECEIPT "Maple Market 9775 Willow Bend Way Brookhaven, PA 87289 October 19, 2026 3:41 PM Store 010 Item Qty Price LED Bulbs 4pk 1 46.44 LED Bulbs 4pk 1 323.35 Drill Bit Set 1 95.00 Subtotal Sales tax Total Visa 464.79 32.54 497.33 ***-**-6353 Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "Northwind Electronics 1814 Lakeshore Blvd Testville, IL 52043 2022-03-17 3:41 PM Store 067 Item Qty Price Drill Bit Set 1 243.78 Monitor 27in 1 268.97 Monitor 27in 2 15.39 Monitor 27in 3 231.35 USB-C Cable 1 336.37 Subtotal Sales tax Total Visa 1,095.86 76.71 1,172.57 XXXXX3598 Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "5033 Oak Hollow Ct Oak Grove, TX 72969 2022-07-19 3:41 PM Store 054 Item Qty Price Monitor 27in 2 75.80 Drill Bit Set 1 40.18 Organic Apples 2 329.58 Monitor 27in 3 67.23 Monitor 27in 2 10.03 Drill Bit Set 3 103.49 Subtotal Sales tax Total Visa 626.31 43.84 670.15 ****5322 Thank you for shopping! Returns within 30 days with receipt. Maple Market",PURCHASE_RECEIPT "Maple Market 7806 Willow Bend Way Cedar Falls, IA 28502 2022-03-03 3:41 PM Store 042 Item Qty Price USB-C Cable 1 310.22 USB-C Cable 3 184.69 Printer Paper 10pk 2 220.96 Drill Bit Set 1 89.94 Subtotal Sales tax Total Visa 805.81 56.41 862.22 XXXXX8684 Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "Northwind Electronics 8704 Granite St Maplewood, MN 82089 01/27/2023 3:41 PM Store 013 Item Qty Price Monitor 27in 3 239.37 Printer Paper 10pk 3 45.96 Subtotal Sales tax Total Visa 285.33 19.97 305.30 XXXXX5227 Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "Cedar Office Supply 7627 Elm Park Pl Testville, IL 73188 02/11/2023 3:41 PM Store 053 Item Qty Price Printer Paper 10pk 2 50.86 LED Bulbs 4pk 1 381.76 Subtotal Sales tax Total Visa 432.62 30.28 462.90 ***-**-5037 Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "Maple Market 7708 Harbor View Rd Lakewood, CO 30147 1/10/21 3:41 PM Store 033 Item Qty Price Monitor 27in 1 176.78 LED Bulbs 4pk 3 221.16 Organic Apples 1 319.09 Organic Apples 1 149.25 USB-C Cable 3 190.85 Monitor 27in 1 161.48 Subtotal Sales tax Total Visa 1,218.61 85.30 1,303.91 ***-**-4545 Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "2771 Cedar Ln Oak Grove, TX 73471 June 26, 2026 3:41 PM Store 098 Item Qty Price LED Bulbs 4pk 2 23.51 USB-C Cable 2 330.17 LED Bulbs 4pk 2 258.67 LED Bulbs 4pk 1 135.97 USB-C Cable 2 254.68 Subtotal Sales tax Total Visa 1,003.00 70.21 1,073.21 ***-**-4255 Thank you for shopping! Returns within 30 days with receipt. Cedar Office Supply",PURCHASE_RECEIPT "Maple Market 3048 Cedar Ln Riverton, WI 21416 2026-08-10 3:41 PM 5tore 062 Item Qty Price LED Bulbs 4pk 1 189.57 USB-C Cable 3 11.15 LED Bulbs 4pk 1 354.74 Monitor 27in 3 79.44 Drill Bit Set 3 222.33 Subtotal Sales tax Total Visa 857.23 60.01 917.24 XXXXX4230 Thank you for shopping! Rctums within30 days with receipt.",PURCHASE_RECEIPT "9256 Cedar Ln Fairview, OH 20481 2026-03-24 3:41 PM Store 098 Item Qty Price LED Bulbs 4pk 2 320.03 Organic Apples 1 141.60 Drill Bit Set 2 226.44 Printer Paper 10pk 2 338.80 Drill Bit Set 3 59.19 LED Bulbs 4pk 1 187.34 Subtotal Sales tax Total Visa 1,273.40 89.14 1,362.54 XXX-XX-8045 Thank you for shopping! Returns within 30 days with receipt. Cedar Office Supply",PURCHASE_RECEIPT "2803 Elm Park Pl Lakewood, CO 27224 10/24/24 3:41 PM Store 012 Item Qty Price Printer Paper 10pk 3 324.10 LED Bu1bs4pk 3 106.21 Drill Bit Set 1 101.33 Drill Bit Set 2 253.72 Subtotal Sales tax Total Visa 785.36 54.98 840.34 XXX-XX-333l Thank you for shopping! Returns within 30 days with receipt.",PURCHASE_RECEIPT "7997 Sample Street Riverton, WI 91665 October 14, 2026 3:41 PM 5tore 019 Item Qty Price Printer Paper 1Opk 1 322.44 USB-C Cable 3 69.35 Subtotal Salestax Total Visa 391.79 27.43 419.22 ending in 7652 Thank you for shopping! Retums within 30 days with receipt. Cedar Office Supp1y",PURCHASE_RECEIPT "Rollover IRA Statement Northstar Retirement Plan Services Account,****6209 Statement period,01/01/2024 - 01/31/2024 2024 contributions,$3.00 2023 contributions made in 2024,$639.10 Account value,""494,532.75"" Required minimum distribution for 2024,""$14,865.75"" This statement is not a Form 5498. Keep it for your records.",INVESTMENT_STATEMENT "Retirement Account 5tatement C1earwater 401(k) Administration Plan,Copperline Software Inc. 401(k) Savings P1an Participant,Taylor Lindqvist Statement period,03/01/2022 - 03/30/2022 Beginning balance,""388,249.46"" Employee contributions (pre-tax),""$8,349.08"" Roth contributions,""4,373.46"" Employer match,""3,939.23"" Investment gain/loss,""1,804.39"" Ending balance,""$400,008.25"" Vested balance,""$236,487.l2"" Personal rateof retum,8.9% Investment,Allocation,Balance S&P 500 Index Fund,60%,""51,942.75"" Total Bond Index,44%,""115,690.83"" Target Retirement 2050 Fund,73%,""187,258.17""",INVESTMENT_STATEMENT "Date,Fund,Employee Contribution,Employer Match,Gain/Loss,Balance 09/03/2025,Target Date 2055,1387.21,649.17,2985.37,155510.34 21/02/2025,S&P 500 Index,1472.66,472.74,633.08,587805.82 06/11/2025,Stable Value,203.63,357.55,2009.32,369446.39 03/10/2025,S&P 500 Index,472.49,71.17,977.27,108281.63",INVESTMENT_STATEMENT "Retirement Account Statement Evergreen Retirement Services Plan,Maple Street Dental PC 401(k) Savings Plan Participant,Fatima D. Okafor Statement period,06/01/2022 - 06/30/2022 Beginning balance,""$493,486.27"" Employee contributions (pre-tax),""$21,651.69"" Roth contributions,""2,862.63"" Employer match,""$3,805.89"" Investment gain/loss,""54,525.94"" Ending balance,""67,606.81"" Vested balance,""$118,294.98"" Personal rate of return,-2.6% Investment,Allocation,Balance S&P 500 Index Fund,66%,""170,767.36"" Target Retirement 2050 Fund,16%,""74,484.68"" Stable Value Fund,16%,""194,489.35""",INVESTMENT_STATEMENT "Annual Benefit Statement Clearwater 401(k) Administration Plan,Granite Peak Manufacturing Co. 403(b) Plan Participant,Jordan Nguyen Statement period,11/01/2024 - 11/30/2024 Beginning balance,""288,382.61"" Employee contributions (pre-tax),""$12,755.94"" Roth contributions,$197.08 Employer match,""6,740.36"" Investment gain/loss,""22,475.21"" Ending balance,""150,657.76"" Vested balance,""$37,972.60"" Personal rate of return,11.9% Investment,Allocation,Balance Total Bond Index,80%,""96,221.37"" S&P 500 Index Fund,14%,""4,400.10"" Target Retirement 2050 Fund,7%,""97,336.84""",INVESTMENT_STATEMENT "Roth IRA Statement Evergreen Retirement Services Account,ending in 5678 Statement period,02/01/2024 - 02/28/2024 2024 contributions,""$3,898.13"" 2023 contributions made in 2024,""$4,376.18"" Account value,""$499,093.31"" Required minimum distribution for 2024,""$18,836.77""",INVESTMENT_STATEMENT "Clearwater401(k) Administration Account,***-**-8163 5tatement period,10/01/2025 - 10/31/2025 2025 contributions,""1,492.79"" 2024 contributions made in 2025,""$6,548.09"" Account value,""411,607.42"" Required minimum distribution for 2O25,""25,929.22""",INVESTMENT_STATEMENT "Annual Benefit Statement Northstar Retirement Plan Services Plan,Copperline Software Inc. 403(b) Plan Participant,Riley Larsen Statement period,12/01/2023 - 12/31/2023 Beginning balance,""105,091.20"" Employee contributions (pre-tax),""3,853.37"" Roth contributions,""4,861.48"" Employer match,""5,051.85"" Investment gain/loss,""48,325.75"" Ending balance,""$496,563.50"" Vested balance,""476,049.42"" Personal rate of return,18.3% Investment,Allocation,Balance Target Retirement 2050 Fund,73%,""65,988.80"" Total Bond Index,61%,""69,611.05"" Stable Value Fund,59%,""177,009.82""",INVESTMENT_STATEMENT "Roth IRA Statement Clearwater 401(k) Administration Account,XXXXX2426 Statcment period,06/01/2021 - 06/30/2021 2021 contributions,""4,511.78"" 2020 contributions made in 2021,""$2,122.84"" Account value,""$475,944.67"" Required minimumdistríbution for 2021,""$23,327.89"" IRS Form 5498 information for 2021 will be mailed separately.",INVESTMENT_STATEMENT "IRA ...3572 Positions Account,Account Type,Symbol,Quantity,Value,Contributions YTD ...2868,Roth IRA,FXAIX,284.11,100793.66,5471.76 ...5001,SEP IRA,VTI,397.64,91705.15,4055.03 ...3467,Traditional IRA,BND,251.84,3485.91,2918.57 ...4037,SIMPLE IRA,FXAIX,53.09,34140.05,5864.32 ...9654,SEP IRA,BND,145.47,62244.27,2406.93 ...5891,Rollover IRA,VTI,90.59,186241.24,4977.78",INVESTMENT_STATEMENT "Annual Benefit Statement Clearwater 401(k) Administration Plan,Granite Peak Manufacturing Co. 403(b) Plan Participant,Wei Tanaka Statement period,09/01/2021 - 09/31/2021 Beginning balance,""54,537.31"" Employee contributions (pre-tax),""3,294.74"" Roth contributions,""4,068.77"" Employer match,""2,564.62"" Investment gain/loss,""59,716.96"" Ending balance,""476,311.44"" Vested balance,""69,055.56"" Personal rate of return,19.0% Investment,Allocation,Balance Stable Value Fund,13%,""196,860.99"" Target Retirement 2050 Fund,33%,""164,595.29"" Total Bond Index,36%,""127,792.13"" Tax reminder: amounts on this statement may differ from your Form 1099-R.",INVESTMENT_STATEMENT "401(k) Plan contribution history Account,Account Type,Symbol,Quantity,Value,Contributions YTD ...4222,Roth IRA,VTI,312.17,63499.74,2741.08 ...7206,Traditional IRA,VTI,268.28,110957.45,2450.78 ...1114,SEP IRA,VTI,202.58,116850.97,4759.70 ...8388,Traditional IRA,BND,204.82,160562.30,4097.76 ...3947,Roth IRA,VTI,341.32,269010.13,1769.26",INVESTMENT_STATEMENT "Evergreen Retirement Servíces Account,***-**-8350 Statement period,09/01/2021 - 09/30/2021 2021 contributions,""S3,227.25"" 2020 contributions made in 2021,""2,509.49"" Account va1ue,""$9,134.85"" Required minimum distribution for 2O21,""23,312.54"" Tax reminder: amounts on this statementmay differ from your Form 5498.",INVESTMENT_STATEMENT "Retirement Plan Activity Pay Date,Source,Investment,Amount,Units,Unit Price 2025-09-12,Profit Sharing,Large Cap Index,523.80,2.30,242.60 02/13/2025,Profit Sharing,Stable Value Fund,1341.71,15.25,269.13 2025-12-20,Rollover,Target Retirement 2050,201.51,46.17,291.27 11/05/2025,Roth 401(k),Large Cap Index,1426.17,20.80,31.44 2025-07-22,Employee Pre-Tax,Stable Value Fund,648.56,0.65,123.22 05/28/2025,Roth 401(k),Large Cap Index,332.87,42.04,161.30 02/03/2025,Employee Pre-Tax,Target Retirement 2050,29.68,13.72,12.25 06/25/2025,Rollover,Target Retirement 2050,1178.92,7.41,288.02 11/02/2025,Safe Harbor Match,Target Retirement 2050,477.79,42.39,255.29",INVESTMENT_STATEMENT "Date,Fund,Employee Contribution,Employer Match,Gain/Loss,Balance 2025-01-06,Stable Value,1299.88,711.67,2726.35,365718.58 2025-12-17,Stable Value,800.52,681.45,-92.22,35439.51 10/09/2025,S&P 500 Index,320.55,743.77,2057.29,416060.92 27/09/2025,TDF2050,75.30,645.34,2620.82,528119.11 01/07/2025,Stable Value,1004.34,584.92,2001.94,390034.00 2025-03-12,S&P 500 Index,78.66,452.82,-2845.35,235234.58 2025-01-22,Stable Value,552.52,776.09,574.54,172941.06 2025-01-09,TDF2050,1013.93,421.79,-904.40,346643.37 21/02/2025,S&P 500 Index,269.63,706.00,2192.76,418521.28",INVESTMENT_STATEMENT "Rollover IRA Statement Summit Retirement Trust Account,****4133 Statement period,08/01/2022 - 08/31/2022 2022 contributions,""1,964.59"" 2021 contributions made in 2022,""$2,801.08"" Account value,""28,428.71"" Required minimum distribution for 2022,Not applicable",INVESTMENT_STATEMENT "401(k) Plancontríbution history Datc,Fund,Employee Contríbution,Employer Match,Gain/Loss,Balance 06/0l/2021,Target Date 2055,1437.50,790.01,1080.11,595267.47 04/01/2021,S&P 500 Index,269.52,789.80,l446.32,156347.51 07/11/2021,TDF2050,249.68,350.32,l365.10,564848.48 03/04/2021,TDF2050,660.34,361.07,1771.37,586237.06 09/14/2021,Target Date 2055,966.53,742.91,-2260.99,348771.79 03/07/2021,Target Date 2055,1146.11,488.49,1267.46,265611.08 2021-09-26,TDF2050,1345.39,672.16,-1538.68,106646.93 09/15/2021,TDF2050,689.26,243.31,1185.80,312941.43",INVESTMENT_STATEMENT "Rollover IRA Statement Evergreen Retirement Services Account,ending in 0802 Statement period,07/01/2025 - 07/30/2025 2025 contributions,""5,250.10"" 2024 contributions made in 2025,""2,511.09"" Account value,""$340,882.83"" Required minimum distribution for 2025,Not applicable",INVESTMENT_STATEMENT "Annual Benefit Statement Evergreen Retirement Services Plan,Granite Peak Manufacturing Co. 403(b) Plan Participant,Wei Okafor Statement period,03/01/2026 - 03/31/2026 Beginning balance,""$3,609.34"" Employee contributions (pre-tax),""$17,869.68"" Roth contributions,""$3,941.56"" Employer match,""7,504.83"" Investment gain/loss,""3,201.18"" Ending balance,""84,135.68"" Vested balance,""$453,791.59"" Personal rate of return,21.8% Investment,Allocation,Balance S&P 500 Index Fund,79%,""168,783.85"" Stable Value Fund,33%,""148,647.89"" Target Retirement 2050 Fund,41%,""13,231.49""",INVESTMENT_STATEMENT "Rollover IRA Statement Clearwater 401(k) Administration Account,****4202 Statement period,09/01/2023 - 09/31/2023 2023 contributions,""5,998.96"" 2022 contributions made in 2023,""5,112.84"" Account value,""$496,758.03"" Required minimum distribution for 2023,Not applicable This statement is not a Form 5498. Keep it for your records.",INVESTMENT_STATEMENT "Retirement Account Statement Evergreen Retirement Services Plan,Maple Street Dental PC 401(k) Savings Plan Participant,Wei Kowalski Statement period,07/01/2021 - 07/31/2021 Beginning balance,""$437,651.56"" Employee contributions (pre-tax),""$10,354.24"" Roth contributions,""$3,360.96"" Employer match,""$6,449.90"" Investment gain/loss,""30,542.65"" Ending balance,""213,223.88"" Vested balance,""$570,681.93"" Personal rate of return,20.9% Investment,Allocation,Balance S&P 500 Index Fund,11%,""148,393.81"" Stable Value Fund,75%,""88,074.26"" Total Bond Index,48%,""41,768.43""",INVESTMENT_STATEMENT "Annual Benefit Statement Evergreen Retirement Services Plan,Tri-County School District 403(b) Plan Participant,Riley Rivera Statement period,06/01/2023 - 06/28/2023 Beginning balance,""353,115.85"" Employee contributions (pre-tax),""$4,088.09"" Roth contributions,""$1,503.77"" Employer match,""$6,744.58"" Investment gain/loss,""50,891.82"" Ending balance,""$181,164.20"" Vested balance,""$319,678.32"" Personal rate of return,14.5% Investment,Allocation,Balance Target Retirement 2050 Fund,66%,""136,482.69"" S&P 500 Index Fund,51%,""184,204.51"" Stable Value Fund,8%,""91,625.18""",INVESTMENT_STATEMENT "Downloaded 2022-01-12 Date,Fund,Employee Contribution,Employer Match,Gain/Loss,Balance 12/12/2022,Stable Value,401.50,753.28,-586.16,196298.38 20/07/2022,TDF2050,1209.38,482.40,347.24,443678.95 05/10/2022,Stable Value,1221.26,125.32,2766.06,139814.13 06/02/2022,Target Date 2055,481.54,308.59,2671.03,409853.49 2022-07-08,Target Date 2055,1496.13,681.26,1948.36,359401.71 15/05/2022,Stable Value,858.89,531.65,-2998.31,170376.74 12/04/2022,TDF2050,830.12,737.89,2340.11,356556.57",INVESTMENT_STATEMENT "Retirement Account Statement Summit Retirement Trust Plan,Riverside Regional Hospital 401(k) Savings Plan Participant,Olivia Brennan Statement period,05/01/2026 - 05/30/2026 Beginning balance,""391,738.97"" Employee contributions (pre-tax),""$21,353.52"" Roth contributions,$727.43 Employer match,""6,929.10"" Investment gain/loss,""4,154.51"" Ending balance,""$121,534.48"" Vested balance,""$449,121.05"" Personal rate of return,2.3% Investment,Allocation,Balance Target Retirement 2050 Fund,80%,""53,149.55"" Stable Value Fund,63%,""136,190.12"" S&P 500 Index Fund,54%,""60,755.17"" This statement is not a Form 1099-R. Keep it for your records.",INVESTMENT_STATEMENT "Pay Date,Source,Investment,Amount,Units,Unit Price 10/13/2026,Profit Sharing,Large Cap Index,1145.32,5.17,150.87 2026-11-16,Profit Sharing,Large Cap Index,133.32,2.07,181.99 05/04/2026,Roth 401(k),Target Retirement 2050,900.15,7.85,21.20 2026-07-02,Safe Harbor Match,Target Retirement 2050,441.28,20.78,23.24 06/11/2026,Safe Harbor Match,Stable Value Fund,1109.43,1.66,88.48 2026-12-04,Employee Pre-Tax,Target Retirement 2050,1113.36,59.96,186.12 03/12/2026,Rollover,Large Cap Index,240.89,25.18,70.66 06/03/2026,Roth 401(k),Target Retirement 2050,646.82,30.90,67.40",INVESTMENT_STATEMENT "Downloaded 2025-04-09 Pay Date,Source,Investment,Amount,Units,Unit Price 2025-01-11,Employee Pre-Tax,Target Retirement 2050,549.33,58.01,37.11 07/07/2025,Roth 401(k),Large Cap Index,124.09,50.37,264.69 13/04/2025,Rollover,Large Cap Index,263.18,43.52,281.81 2025-06-07,Rollover,Large Cap Index,1144.67,29.52,230.03 2025-07-12,Roth 401(k),Target Retirement 2050,388.22,3.33,53.99 23/04/2025,Employee Pre-Tax,Stable Value Fund,415.56,4.65,276.57 22/07/2025,Roth 401(k),Target Retirement 2050,494.14,31.22,15.30 25/07/2025,Rollover,Large Cap Index,890.44,40.52,85.05 03/04/2025,Profit Sharing,Large Cap Index,1340.97,43.41,152.82 IRA ...1699 Positions",INVESTMENT_STATEMENT "Annual Benefit Statement Northstar Retirement Plan Services Plan,Granite Peak Manufacturing Co. 403(b) Plan Participant,Taylor K. Okafor Statement period,05/01/2022 - 05/28/2022 Beginning balance,""56,212.15"" Employee contributions (pre-tax),""17,977.76"" Roth contributions,""3,407.95"" Employer match,""$7,520.20"" Investment gain/loss,""15,863.89"" Ending balance,""369,146.53"" Vested balance,""380,506.79"" Personal rate of return,4.7% Investment,Allocation,Balance Total Bond Index,25%,""69,453.71"" Target Retirement 2050 Fund,41%,""75,798.38"" S&P 500 Index Fund,80%,""15,905.31"" Tax reminder: amounts on this statement may differ from your Form 1099-R.",INVESTMENT_STATEMENT "Clearwater 401(k) Administration Plan,Tri-County School District 401(k) Savings Plan Participant,Fatima B. Haddad Statement period,10/01/2025 - 10/30/2025 Beginning balance,""$326,742.53"" Employee contributions (pre-tax),""9,172.97"" Roth contributions,""2,039.16"" Employer match,""3,132.92"" Investment gain/loss,""23,504.19"" Ending balance,""588,177.01"" Vested balance,""409,169.17"" Personal rate of return,7.2% Investment,Allocation,Balance Stable Value Fund,43%,""129,008.60"" S&P 500 Index Fund,61%,""164,582.90"" Target Retirement 2050 Fund,33%,""192,393.13"" IRS Form 1099-R information for 2025 will be mailed separately.",INVESTMENT_STATEMENT "Evergreen Retirement Services Plan,Copperline Software Inc. 403(b) Plan Participant,Olivia Larsen Statement period,10/01/2023 - 10/28/2023 Beginning balance,""56,962.13"" Employee contributions (pre-tax),""$2,684.54"" Roth contributions,""2,326.25"" Employer match,381.91 Investment gain/loss,""49,408.49"" Ending balance,""385,083.66"" Vested balance,""$217,970.46"" Personal rate of return,18.5% Investment,Allocation,Balance S&P 500 Index Fund,10%,""19,347.75"" Stable Value Fund,66%,""155,148.67"" Total Bond Index,32%,""193,461.85"" Annual Benefit Statement",INVESTMENT_STATEMENT "Annual Benefit Statement Clearwater 401(k) Administration Plan,Tri-County School District 403(b) Plan Participant,Jamie Nguyen Statement period,02/01/2021 - 02/28/2021 Beginning balance,""192,483.14"" Employee contributions (pre-tax),""$13,816.61"" Roth contributions,""4,195.20"" Employer match,""8,066.29"" Investment gain/loss,""6,718.68"" Ending balance,""318,386.43"" Vested balance,""98,233.33"" Personal rate of return,1.6% Investment,Allocation,Balance Total Bond Index,68%,""54,927.64"" Stable Value Fund,60%,""190,887.39"" S&P 500 Index Fund,55%,""164,153.36"" This statement is not a Form 1099-R. Keep it for your records.",INVESTMENT_STATEMENT "Retirement Account Statement Summit Retirement Trust P1an,Granite Peak Manufacturing Co. 401(k) Savings Plan Participant,Alex L. Larsen Statement period,10/01/2024 - 10/31/2024 Beginning balance,""33,555.65"" Employee contríbutions (pre-tax),""Sl3,858.92"" Roth contributions,""$3,820.14"" Employer match,""$3,103.04"" Investment gain/loss,""10,414.78"" Ending balance,""241,874.38"" Vested balance,""533,208.18"" Personal rate of return,3.4% Investment,Allocation,Balance Total Bond Index,21%,""165,177.34"" 5&P 500 Index Fund,34%,""81,762.61"" Stable Value Fund,6O%,""192,478.18"" IRS Form 1099-R information for2024 will be mailed separately.",INVESTMENT_STATEMENT "Annual Benefit Statement Northstar Retirement Plan Services Plan,Maple 5treet Dental PC 403(b) Plan Participant,Wei Sato Statement period,0l/01/2022 - 01/28/2022 Beginning balance,""$160,878.78"" Employee contributions (pre-tax),""$1,770.80"" Roth contributions,""3,770.40"" Employer match,""6,026.17"" Investment gain/loss,""44,753.68"" Endíng balance,""$435,849.46"" Vested balance,""497,227.92"" Personal rate of retum,-3.l% Investment,Allocation,Balance Target Retirement 2050 Fund,31%,""76,218.81"" 5table Value Fund,30%,""133,225.71"" S&P 500 Index Fund,58%,""2,789.42"" This statement is not a Form1099-R. Kcep it for your records.",INVESTMENT_STATEMENT "SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) For calendar year 2023 OMB No. 1545-0074 Name of proprietor Jordan A. Okafor 5ocial security number (SSN) 148 Oak Hollow Ct Maplewood, MN 29O99 A Principa1 business or profession, inc1uding product or service XXXXX3765 C Business name. If no separate business name, leave blank. 7 Gross income 83,785.76 8Advertising S6,948.31 9 Car and truck cxpenses 6,112.83 28 Total expenses before expensesfor business use of home $122,507.73 31 Nctprofit or (loss) 11,390.00",SCHEDULE "2022 Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065. Department of the Treasury Internal Revenue Service Name of proprietor Amara Castillo Social security number (SSN) 292 Elm Park Pl Testville, IL 40179 A Principal business or profession, including product or service XXXXX4692 C Business name. If no separate business name, leave blank. 1 Gross receipts or sales 118,227.03 7 Gross income $31,821.22 8 Advertising $3,547.21 9 Car and truck expenses 2,279.07 28 Total expenses before expenses for business use of home 117,835.37 31 Net profit or (loss) 27,596.96 Department of the Treasury - Internal Revenue Service",SCHEDULE "2024 OMB No. 1545-0074 Name of proprietor Kwame Sato Social security number (SSN) 3073 Elm Park Pl Oak Grove, TX 29741 A Principal business or profession, including product or service ***-**-1931 C Business name. If no separate business name, leave blank. 1 Gross receipts or sales $7,231.70 7 Gross income $113,628.66 8 Advertising $1,746.49 9 Car and truck expenses $3,233.89 18 Office expense 6,287.98 28 Total expenses before expenses for business use of home $44,181.41 31 Net profit or (loss) 8,008.78 Department of the Treasury - Internal Revenue Service SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) Form C (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULECForm1040",SCHEDULE "SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) For calendar year 2025 OMB No. 1545-0074 Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065. Department of the Treasury Internal Revenue Service Name of proprietor Jamie Rivera Social security number (SSN) 3565 Sample Street Cedar Falls, IA 98944 A Principal business or profession, including product or service XXX-XX-7063 C Business name. If no separate business name, leave blank. 1 Gross receipts or sales $19,183.81 7 Gross income $57,126.81 8 Advertising $5,259.85 18 Office expense 6,848.34 31 Net profit or (loss) 4,636.24 Department of the Treasury - Internal Revenue Service Form C (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULECForm1040",SCHEDULE "SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) 2022 OMB No. 1545-0074 Department of the Treasury Internal Revenue Service Name of proprietor Fatima Larsen Social security number (SSN) 4106 Prairie Ave Riverton, WI 88922 A Principal business or profession, including product or service XXXXX1029 C Business name. If no separate business name, leave blank. 8 Advertising $1,743.01 9 Car and truck expenses $6,620.52 18 Office expense 2,097.98 28 Total expenses before expenses for business use of home $139,799.99 31 Net profit or (loss) 29,888.72 Department of the Treasury - Internal Revenue Service Form C (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULECForm1040",SCHEDULE "VOID CORRECTED SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) 2023 OMB No. 1545-0074 Department of the Treasury Internal Revenue Service Name of proprietor Hiro J. Rivera Social security number (SSN) 2381 Granite St Oak Grove, TX 49904 A Principal business or profession, including product or service XXXXX4242 C Business name. If no separate business name, leave blank. 1 Gross receipts or sales $78,129.34 7 Gross income $106,872.24 8 Advertising 7,774.44 18 Office expense $6,891.57 28 Total expenses before expenses for business use of home 7,977.08 31 Net profit or (loss) 8,743.76 Department of the Treasury - Internal Revenue Service Form C (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULECForm1040",SCHEDULE "SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) Name: Casey R. Patel 1 Gross receipts or sales 77,646.49 31 Net profit or (loss) -4,503.68",SCHEDULE "SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) Name of proprietor Amara Castillo Social security number (SSN) 567 Maple Ridge Dr Maplewood, MN 44906 A Principal business or profession, including product or service ending in 8491 C Business name. If no separate business name, leave blank. 7 Gross income 42,555.88 8 Advertising 7,258.59 18 Office expense 5,127.34 31 Net profit or (loss) 22,766.83 Department of the Treasury - Internal Revenue Service Form C (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULECForm1040",SCHEDULE "SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) For calendar year 2025 Department of the Treasury Internal Revenue Service Name of proprietor Jordan Moreau Social security number (SSN) 9846 Lakeshore Blvd Cedar Falls, IA 75474 A Principal business or profession, including product or service ending in 1596 C Business name. If no separate business name, leave blank. 8 Advertising 749.12 18 Office expense 2,166.27 28 Total expenses before expenses for business use of home 71,958.48 31 Net profit or (loss) -5,668.58 Department of the Treasury - Internal Revenue Service Form C (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULECForm1040",SCHEDULE "For calendar year 2024 OMB No. 1545-0074 Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065. Name of proprietor Jamie Kowalski Social security number (SSN) 154 Oak Hollow Ct Testville, IL 20884 A Principal business or profession, including product or service ****7716 C Business name. If no separate business name, leave blank. 1 Gross receipts or sales 67,512.52 7 Gross income $36,613.90 8 Advertising 406.41 9 Car and truck expenses 1,219.57 18 Office expense $78.70 31 Net profit or (loss) 19,996.54 Department of the Treasury - Internal Revenue Service SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) Form C (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULECForm1040",SCHEDULE "SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) 2025 Name: Hiro Okafor 31 Net profit or (loss) 16,709.94 7 Gross income $120,667.12 8 Advertising 4,368.28",SCHEDULE "SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship) 2024 OMB No. 1545-0074 Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065. Name of proprietor Hiro Fischer Social security number (SSN) 4112 Harbor View Rd Maplewood, MN 83091 A Principal business or profession, including product or service ending in 4173 C Business name. If no separate business name, leave blank. 1 Gross receipts or sales 61,921.81 7 Gross income $60,872.79 8 Advertising $3,063.16 9 Car and truck expenses 829.43 28 Total expenses before expenses for business use of home 33,285.94 31 Net profit or (loss) 19,189.95",SCHEDULE "CORRECTED (if checked) OMB No. 1545-0074 Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065. Department of the Treasury Internal Revenue Service Name of proprietor Priya Adeyemi Social security number (SSN) 7078 Prairie Ave Maplewood, MN 28111 A Principal business or profession, including product or service ****5962 C Business name. If no separate business name, leave blank. 1 Gross receipts or sales $27,870.97 7 Gross income $74,491.19 8 Advertising $667.59 18 Office expense 2,374.62 28 Total expenses before expenses for business use of home $116,872.33 31 Net profit or (loss) (6,577.91)",SCHEDULE "CORRECTED (if checked) For calendar year 2023 OMB No. 1545-0074 Department of the Treasury Interna1 RevenueServíce Name of proprietor Alex Fischer Socialsecurity number (SSN) 9456 Cedar Ln Riverton, WI 94096 A Principal busincss or profession, including product or service XXX-XX-6l62 C Business name. If no separate business name, leave blank. 7 Gross income $2,391.33 8 Advertising $5,482.87 9 Car and truck expenses 7,408.39 18 Office expense $8,166.06 28 Total expenses before expenses for business use of home l01,290.69 31 Netprofit or (loss) (4.81) SCHEDULE C (Form 1040) Profit or Loss From Busincss (Sole Proprietorship)",SCHEDULE "SCHEDULE C (Form 1040) Profit or Loss From Business (5ole Proprietorship) For calendar year 2023 0MBNo. 1545-0074 Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnershípsmust generally fileForm 1065. Name of proprietor Morgan 5. Larsen Social security number (SSN) 7149 Lakeshore Blvd Fairview, 0H 72044 A Principal business or profession, including product or service ****2354 C Business name. If no separate business name, leave blank. l Gross receipts or sales $11,903.70 7 Gross incomc $94,088.06 8 Advertising $8,663.35 9Car and truck expenses $8,703.08 18 0ffice expense $3,9l5.30 28 Tota1 expenses before expenses for business use of home $100,862.43 Department of the Treasury - Intemal Revenue Service Form C (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULECForm1040",SCHEDULE "VOID CORRECTED For calendar year 2023 OMB No. 1545-0074 Attach to Form 1040, 1040-SR, 1040-SS, 1040-NR, or 1041; partnerships must generally file Form 1065. Name of proprietor Lena Kowalski Social security number (SSN) 2423 Oak Hollow Ct Fairview, OH 36398 A Principal business or profession, including product or service ****4496 C Business name. If no separate business name, leave blank. 7 Gross income $95,836.25 8 Advertising $2,192.11 9 Car and truck expenses $2,985.64 SCHEDULE C (Form 1040) Profit or Loss From Business (Sole Proprietorship)",SCHEDULE "## SCHEDULE E (Form 1040) Supplemental Income and Loss 2023 | Field | Value | | --- | --- | | Name: | Diego Fischer | | 2 Fair Rental Days / Personal Use Days | 708 | | 3 Rents received | $72,516.52 |",SCHEDULE "SCHEDULE E (Form 1040) Supplemental Income and Loss ## For calendar year 2023 ## (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) | Field | Value | | --- | --- | | Name(s) shown on return | Casey R. Kowalski | | Your social security number | 3310 Cedar Ln Oak Grove, TX 68176 | | Part I Income or Loss From Rental Real Estate and Royalties | ending in 3836 | 1a Physical address of each property | Field | Value | | --- | --- | | 1b Type of Property (from list below) | 135 | | 2 Fair Rental Days / Personal Use Days | 633 | | 3 Rents received | 57,512.74 | | 9 Insurance | $9,299.00 | | 12 Mortgage interest paid to banks, etc. | $5,837.29 | | 16 Taxes | 6,713.98 | | 18 Depreciation expense or depletion | $8,997.10 | | 26 Total rental real estate and royalty income or (loss) | (5,202.58) | Department of the Treasury - Internal Revenue Service Form E (Form 1040) (keep for your records) www.irs.gov/FormSCHEDULEEForm1040",SCHEDULE "SCHEDULE E (Form 1040) Supplemental Income and Loss 2024 | Field | Value | | --- | --- | | Name: | Priya B. Kowalski | | 21 Subtract line 20 from line 3 (rents) and/or 4 (royalties) | -4,464.41 |",SCHEDULE "SCHEDULE E (Form 1040) Supplemental Income and Loss Attach to Form 1040, 1040-SR, 1040-NR, or 1041. | Field | Value | | ---| --- | | Name(s) shown on return | Fatima Larsen | | Your socia1 security number | 7533Map1e Ridge Dr Pinecrest, GA 43549 | | Part I Income or Loss From Rental Real Estate and Royalties | ****9913 | 1a Physical address of each property | Fíeld | Value | | --- | --- | | 1b Type of Property (from list below) | 62 | | 2 Fair RentalDays / Personal Use Days | 4O7 | | 3 Rents received |36,753.90 | | 9 Insurance | S4,779.71 | | 12 Mortgage interest paid to banks, etc. | $3,261.60 | | 16 Taxes | $5,347.81 | | 18Depreciation expense or depletion | 2,140.26 | | 21 5ubtract linc 20 from line 3 (rents) and/or 4 (royalties) | 6,059.46 | | 26 Totalrental real estate and royalty income or (loss) | 4,769.86 |",SCHEDULE "| Field | Value | | --- | --- | | Name: | Fatima Walsh | | 18 Depreciation expense or depletion | $5,904.20 | | 16 Taxes | $1,014.35 | | 2 Fair Rental Days / Personal Use Days | 968 | | 9 Insurance | 2,043.27 | ## SCHEDULE E (Form 1040) Supplemental Income and Loss",SCHEDULE "## SCHEDULE E (Form 1040) ## Supplemental Income and Loss ## For calendar year 2021 Attach to Form 1040, 1040-SR, 1040-NR, or 1041. | Field | Value | | --- | --- | | Name(s) shown on return | Priya Kowalski | | Your social security number | 3481 Cedar Ln Riverton, WI 40206 | | Part I Income or Loss From Rental Real Estate and Royalties | ***-**-4341 | 1a Physical address of each property | Field | Value | | --- | --- | | 1b Type of Property (from list below) | 246 | | 2 Fair Rental Days / Personal Use Days | 611 | | 9 Insurance | 4,402.60 | | 12 Mortgage interest paid to banks, etc. | $5,100.42 | | 18 Depreciation expense or depletion | 3,889.13 | | 21 Subtract line 20 from line 3 (rents) and/or 4 (royalties) | 22,115.04 | | 26 Total rental real estate and royalty income or (loss) | 13,530.05 |",SCHEDULE "## SCHEDULE E (Form 1040) ## Supplemental Income and Loss For calendar year 2026 ## (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) | Field | Value | | --- | --- | | Name(s) shown on return | Olivia Kowalski | | Your social security number | 8859 Harbor View Rd Brookhaven, PA 48914 | | Part I Income or Loss From Rental Real Estate and Royalties | ****1523 | ## 1a Physical address of each property | Field | Value | | --- | --- | | 1b Type of Property (from list below) | 353 | | 2 Fair Rental Days / Personal Use Days | 630 | | 9 Insurance | 7,870.17 | | 12 Mortgage interest paid to banks, etc. | 5,622.83 | | 16 Taxes | $5,976.26 | | 18 Depreciation expense or depletion | 2,027.36 | | 26 Total rental real estate and royalty income or (loss) | 23,346.71 |",SCHEDULE "SCHEDULE E (Form 1040) ## Supplemental Income and Loss For calendar year 2021 OMB No. 1545-0074 ## (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) Attach to Form 1040, 1040-SR, 1040-NR, or 1041. | Field | Value | | --- | --- | | Name(s) shown on return | Mateo Adeyemi | | Your social security number | 1010 Lakeshore Blvd Testville, IL 36408 | | Part I Income or Loss From Rental Real Estate and Royalties | ***-**-4779 | ## 1a Physical address of each property | Field | Value | | --- | --- | | 1b Type of Property (from list below) | 23 | | 2 Fair Rental Days / Personal Use Days | 833 | | 3 Rents received | $87,190.32 | | 9 Insurance | $3,011.93 | | 12 Mortgage interest paid to banks, etc. | 8,095.27 | | 16 Taxes | $81.22 | | 18 Depreciation expense or depletion | 5,706.84 | | 21 Subtract line 20 from line 3 (rents) and/or 4 (royalties) | 5,159.31 | | 26 Total rental real estate and royalty income or (loss) | 10,129.71 |",SCHEDULE "| Field | Value | | --- | --- | | Name: | Lena A. Larsen | | 2 Fair Rental Days / Personal Use Days | 739 | | 26 Total rental real estate and royalty income or (loss) | 23,386.10 | | 3 Rents received | $118,921.88 |",SCHEDULE "SCHEDULE E (Form 1040) Supplemental Income and Loss 2025 OMB No. 1545-0074 (From rental real estate, royaltíes, partnerships, 5 corporations, estates, trusts, REMICs, etc.) Attach to Form 1040, 1040-SR, 1040-NR, or 1041. | Fie1d | Value | | --- | --- | | Name(s) shown on retum | Taylor E. Fischer | | Your social security number | 3115 GraniteSt0ak Grove, TX 43143| | Part IIncome or Loss From Rental Real Estate and Royalties | XXXXX3751 | 1a Physical address of each property | Fíeld | Value | | --- | --- | | lb Type of Property (from list below) | 223| | 2 Fair Rental Days / Personal Use Days | 529 | | 3 Rents received | $131,4O0.54 | | 9 Insurance | 703.10 | | 12 Mortgage interest paid to banks, etc. | 794.31 | | 16Taxes | $5,594.00 | | 18 Depreciation expense or depletion | $2,251.46 | | 21 5ubtract line 20 from line 3 (rents) and/or 4 (royalties) | (76.49) | | 26 Total rental real estate and royalty íncome or (loss) | 7,686.76 |",SCHEDULE "2022 OMB No. 1545-0074 ## Attach to Form 1040, 1040-SR, 1040-NR, or 1041. | Field | Value | | --- | --- | | Name(s) shown on return | Avery Lindqvist | | Your social security number | 5969 Willow Bend Way Oak Grove, TX 86099 | | Part I Income or Loss From Rental Real Estate and Royalties | ****9317 | 1a Physical address of each property | Field | Value | | --- | --- | | 1b Type of Property (from list below) | 640 | | 2 Fair Rental Days / Personal Use Days | 137 | | 9 Insurance | 850.66 | | 12 Mortgage interest paid to banks, etc. | 7,551.23 | | 16 Taxes | 5,692.41 | | 21 Subtract line 20 from line 3 (rents) and/or 4 (royalties) | 26,626.43 | SCHEDULE E (Form 1040) Supplemental Income and Loss",SCHEDULE "2024 ## (From rental real estate, royalties, partnerships, S corporations, estates, trusts, REMICs, etc.) | Field | Value | | --- | --- | | Name(s) shown on return | Wei Romero | | Your social security number | 4459 Elm Park Pl Fairview, OH 35306 | | Part I Income or Loss From Rental Real Estate and Royalties | XXX-XX-5791 | 1a Physical address of each property | Field | Value | | --- | --- | | 1b Type of Property (from list below) | 563 | | 2 Fair Rental Days / Personal Use Days | 442 | | 3 Rents received | $138,485.17 | | 9 Insurance | 7,966.13 | | 16 Taxes | 335.13 | | 18 Depreciation expense or depletion | $640.75 | | 21 Subtract line 20 from line 3 (rents) and/or 4 (royalties) | 4,961.81 | | 26 Total rental real estate and royalty income or (loss) | 20,453.07 | Department of the Treasury - Internal Revenue Service",SCHEDULE "## SCHEDULEE (Form 1040) Supplemental Income and Loss 2026 ## OMB No. 1545-0074 (From rental real estate, royaltíes, partnerships, S corporations, estates, trusts, REMICs, etc.) Attach to Form 1O40, 1040-SR, 1040-NR, or 1041. | Fie1d | Value | | --- | --- | | Name(s) shown on retum | Casey Romero | | Your social security number | 9152 Lakeshore Blvd Cedar Falls, IA 2l218 | | Part I Income or Loss From Rental Real Estate and Royaltíes | XXX-XX-9123 | 1a Physical address of each property | Field | Value | |--- | --- | | 1b Type of Property (from list below) | 195 | | 2 Fair Rental Days /PersonalUse Days | 786 | | 3 Rents received | $62,149.20 | | 9 Insurance | $3,170.32 | | 12 Mortgage interest paidto banks, etc. | $4,715.66 | | 16 Taxes | 1,121.79 | | 18 Deprecíation expense or depletion | 4,313.95 | | 21 5ubtract line 20 from line 3(rents) and/or 4 (royaltics) | 293.67 | | 26 Total rental real estate and royalty incomc or (loss) | 2,103.52 |",SCHEDULE "| Field | Value | | --- | --- | | Name: | Mateo Fischer | | 18 Depreciation expense or depletion | $1,797.66 | ## SCHEDULE E (Form 1040) Supplemental Income and Loss 2026",SCHEDULE "SCHEDULE E (Form 1040) ## Supplemental Income and Loss 2022 ## OMB No. 1545-0074 | Field | Value | | --- | --- | | Name(s) shown on return | Avery Brennan | | Your social security number | 474 Elm Park Pl Bayside, WA 54682 | | Part I Income or Loss From Rental Real Estate and Royalties | ***-**-7831 | ## 1a Physical address of each property | Field | Value | | --- | --- | | 1b Type of Property (from list below) | 805 | | 2 Fair Rental Days / Personal Use Days | 545 | | 3 Rents received | $92,573.80 | | 12 Mortgage interest paid to banks, etc. | 6,199.60 | | 16 Taxes | 4,879.87 | | 18 Depreciation expense or depletion | $493.75 | | 21 Subtract line 20 from line 3 (rents) and/or 4 (royalties) | (1,233.55) | | 26 Total rental real estate and royalty income or (loss) | 12,598.37 |",SCHEDULE "## SCHEDULE E (Form 1040) Supplemental Income and Loss For calendar year 2026 ## OMB No. 1545-0074 (From rental real estate, royalties, partnerships, 5 corporations, estates, trusts, REMICs, etc.) Attach to Form 1040, 1040-SR, 1040-NR, or 1041. | Field| Value | | --- | --- | | Name(s) shown on retum | Lena Adeyemi | | Your social security number | 7041 Prairie Ave Cedar Falls, IA 99914 | | Part I Income or Loss From Renta1 Real Estate and Royaltíes| ***-**-7683 | 1a Physical address of each property | Field | Value | | --- | --- | | 3 Rents received | $26,726.72 | | 9 Insurance | $4,296.41 | | 12 Mortgage ínterestpaid to banks, etc. | 6,197.78 | | 18 Depreciation expense or depletion | 7.45 | | 26 Total rentalreal estate and royalty income or (loss) | 14,812.57 | Department of the Treasury - Intemal Revenue 5ervice Form E (Form 1040) (keep for your records) www.irs.gov/Form5CHEDULEEForm1040",SCHEDULE "Please bring the following documents: ☐ All Forms W-2 and 1099 ☐ Form 1098 mortgage interest statements ☐Property tax bills and charitable receipts ☐ Last year's federa1 and state returns 2022 Tax Organizer Checklist",TAX_INSTRUCTIONS "(Rev. January 2021) Section references are to the Internal Revenue Code unless otherwise noted. What's New Future developments. For the latest information about developments related to Form 1099-R, go to IRS.gov. General Instructions Specific Instructions Box 1. Enter the amount reported to you. Do not include amounts reported on another form. Paperwork Reduction Act Notice. We ask for the information on this form to carry out the Internal Revenue laws.",TAX_INSTRUCTIONS "Understanding your Form 1099-B Thís guide explains each boxon the Form 1099-B you receive. Box 1 shows the amount reported to the IRS. Boxes 15 through 17 show statc information. This page is an explanation only; your actual form is attached separately.",TAX_INSTRUCTIONS "Please bring the following documents: ☐ All Forms W-2 and 1099 ☐ Form l098 mortgage interest statements ☐ Property tax bills and charitable receipts ☐ Last year's federal and statereturns",TAX_INSTRUCTIONS "This guide explains each box on the Form 1099-R you receive. Box 1 shows the amount reported to the IRS. Boxes 15 through 17 show state information. This page is an explanation only; your actual form is attached separately.",TAX_INSTRUCTIONS "Understanding your Form 1099-INT This guide explains each box on the Form 1099-INT you receive. Box 1 shows the amount reported to the IRS. Boxes 15 through 17 show state information. This page is an explanation only; your actual form is attached separately.",TAX_INSTRUCTIONS "You are summoned to appear for jury service on 2024-09-25 at 8:30 a.m. Juror number 322068771 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "SUMMONS FOR JURY SERVICE ## Circuit Courtof Lakcwood County You are summoned to appear for jury service on Apri1 12, 2023 at 8:30 a.m. Juror numbcr 840990772 Comp1ete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "SUMMONS FOR JURY SERVICE Círcuit Court of Riverton County You are summoned to appear for jury service on 2025-11-03 at 8:30 a.m. Jurornumber 289482183 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "SUMMONS FOR JURY SERVICE Circuit Court of Bayside County You are summoned to appear for jury service on 11/10/2021 at 8:30 a.m. Juror number 821987255 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "You are summoned to appear for jury service on 11/28/22 at 8:30 a.m. Juror number 64528225 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "You are summoned to appear for jury service on 2021-03-12 at 8:30 a.m. Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "SUMMONS FOR JURY SERVICE Circuit Court of Testville County You are summoned to appear for jury service on 01/21/2025 at 8:30 a.m. Juror number 648369217 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "SUMMONS FOR JURY SERVICE Circuit Court of Maplewood County You are summoned to appear for jury service on 2025-11-20 at 8:30 a.m. ## Juror number 435525769 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "SUMMONS FOR JURY SERVICE Circuit Court of Brookhaven County You are summoned to appear for jury service on May 16, 2022 at 8:30 a.m. Juror number 428775971 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "SUMMONS FOR JURY SERVICE Circuit Court of Bayside County You are summoned to appear for jury service on 2026-06-16 at 8:30 a.m. Juror number 133108272 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "You are summoned to appear for jury service on 10/05/2023 at 8:30 a.m. Juror number 663718517 Complete the questionnaire online within 10 days. Failure to appear may result in a fine.",UNKNOWN_DOCUMENT "You are summoned to appear for jury service on 11/24/2023 at 8:30 a.m. Complete the questionnaire online within 10 days. Failure to appear may result in a fine. SUMMONS FOR JURY SERVICE Circuit Court of Oak Grove County",UNKNOWN_DOCUMENT "Tax season is here! File with confidence.Maximum refund guaranteed. Bring your W-2s, 1O99s, and last year's return. Book an appointment by October 21, 2O24 and save 20%. This flyer is an advertisement, not a tax form.",UNKNOWN_DOCUMENT "Tax season is here! File with confidence. Maximum refund guaranteed. Bookan appointmcnt by 9/5/22 and save 20%. ## This flyer is an advertisement, not a tax form.",UNKNOWN_DOCUMENT "Tax season is here! File with confidence. Maximum refund guaranteed. Bring your W-2s, 1099s, and last year's return. Book an appointment by 8/5/24 and save 20%. This flyer is an advertisement, not a tax form.",UNKNOWN_DOCUMENT "Tax season is here! Bring your W-2s, 1O99s, and last year's retum. Book an appointment by August 27, 2024 and save 20%. This flyeris an advertisement, not a tax form.",UNKNOWN_DOCUMENT "Tax season is here! File with confidence. Maximum refund guaranteed. Bring your W-2s, 1099s, and last year's return. Book an appointment by 12/21/2025 and save 20%. This flyer is an advertisement, not a tax form.",UNKNOWN_DOCUMENT "File with confidence. Maximum refund guaranteed. Bring your W-2s, 1099s, and last year's return. Book an appointment by 02/05/2023 and save 20%. This flyer is an advertisement, not a tax form. Tax season is here!",UNKNOWN_DOCUMENT "Tax season is here! File with confidence. Maximum refund guaranteed. Bring your W-2s, 1099s, and last year's return. Book an appointment by 12/4/24 and save 20%.",UNKNOWN_DOCUMENT "File with confidence. Maximum refund guaranteed. This flyer is an advertisement, not a tax form. ## Tax season is here!",UNKNOWN_DOCUMENT "Tax season is here! File with confidence. Maximum refund guaranteed. Bring your W-2s, lO99s,and last year's return. Book an appointment by 10/22/24 and save 2O%. This flyer is an advertisement, not a tax form.",UNKNOWN_DOCUMENT "Tax season is here! File with confidence. Maximum refund guaranteed. Bring your W-2s, 1099s, and last year's return. Book an appointment by 2024-06-04 and save 20%. This flyer is an advertisement, not a tax form.",UNKNOWN_DOCUMENT "Tax season is here! File with confidence. Maximum refund guaranteed. Bring your W-2s, 1099s, and last year's return.",UNKNOWN_DOCUMENT "Tax seasonis here! File with confidence. Maximum refund guaranteed. Bring your W-2s, l099s, and 1ast year's return. Book an appointment by 2026-04-06 and save 20%. This flyer is an advertisement, not a tax form.",UNKNOWN_DOCUMENT ". ||| scan quality too low Page 1",UNKNOWN_DOCUMENT "Page 1 ## . ## ||| scan quality too low",UNKNOWN_DOCUMENT "Page 1 . ||| scan quality too low",UNKNOWN_DOCUMENT "Page 1 . ||| scan qua1ity too low",UNKNOWN_DOCUMENT ". ||| scan quality too low",UNKNOWN_DOCUMENT "## Page 1 ## . scan quality too low",UNKNOWN_DOCUMENT "Page 1 . ||| scan qualitytoo low",UNKNOWN_DOCUMENT "SKU,Item,On Hand,Reorder Point,Unit Cost A-391,Paper towels,391,10,$214.75 B-544,Printer toner,544,2,$115.71 C-74,Coffee beans 2lb,74,5,$207.20",UNKNOWN_DOCUMENT "SKU,Item,On Hand,Reorder Point,Unit Cost A-519,Paper towels,519,10,$72.25 B-305,Printer toner,305,2,$154.20 C-52,Coffee beans 2lb,52,5,$206.34 Inventory",UNKNOWN_DOCUMENT "Inventory SKU,Item,On Hand,Reorder Point,Unit Cost A-177,Paper towels,177,10,$120.41 B-309,Printer toner,309,2,$68.00 C-449,Coffee beans 2lb,449,5,$232.87",UNKNOWN_DOCUMENT "Inventory SKU,Item,On Hand,Reorder Point,Unit Cost A-150,Paper towels,150,10,$108.93 B-343,Printer toner,343,2,$208.52 C-187,Coffee beans 2lb,187,5,$52.74",UNKNOWN_DOCUMENT "SKU,Item,On Hand,Reorder Point,Unit Cost A-314,Paper towels,314,10,$268.87 B-464,Printer toner,464,2,$32.80 C-281,Coffee beans 2lb,281,5,$67.00",UNKNOWN_DOCUMENT "SKU,Item,On Hand,Reorder Point,Unit Cost A-44,Paper towels,44,10,$115.46 B-535,Printer toner,535,2,$268.97 C-171,Coffee beans 2lb,171,5,$52.55 Inventory",UNKNOWN_DOCUMENT "Inventory SKU,Item,On Hand,Reorder Point,Unit Cost A-421,Paper towels,421,10,$81.48 B-546,Printer toner,546,2,$196.25",UNKNOWN_DOCUMENT "Inventory ## SKU,Item,On Hand,Reorder Point,Unit Cost A-424,Paper towels,424,10,$93.41 B-145,Printer toner,145,2,$244.50 C-518,Coffee beans 2lb,518,5,$96.88",UNKNOWN_DOCUMENT "Inventory SKU,Item,On Hand,Reorder Point,Unit Cost A-222,Paper towels,222,10,$200.73 B-143,Printer toner,143,2,$192.43 C-538,Coffee beans 2lb,538,5,$169.21",UNKNOWN_DOCUMENT "Inventory SKU,Item,OnHand,Reorder Point,Unit Cost",UNKNOWN_DOCUMENT "SKU,Item,On Hand,Reorder Point,Unit Cost A-594,Paper towels,594,10,$252.20 B-304,Printer toner,304,2,$229.25 C-93,Coffee beans 2lb,93,5,$39.14 Inventory",UNKNOWN_DOCUMENT "Form W-2 Wage and Tax Statement For calendar year 2025 Copy B—To Be Filed With Employee's FEDERAL Tax Return. c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Wages, tips, other compensation 2 Federal income tax withheld 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 12a See instructions for box 12 13 Retirement plan 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax d Control number Tri-County School District 936 Granite St Bayside, WA 25027 65-8775180 Riley M. Nguyen ***-**-4500 7622 Harbor View Rd Pinecrest, GA 12892 42,628.28 2,257.99 $84,583.22 7,828.37 $74,696.75 W 5,220.36 ☒ PA 8025205 $44,928.13 $4,293.71 877 Department of the Treasury - Internal Revenue Service Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "CORRECTED (if checked) 2024 OMB No. 1545-0029 Copy B—To Be Filed With Employee's FEDERAL Tax Return. Copy 2—To Be Filed With Employee's State, City, or Local Income Tax Return c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 1 Wages, tips, other compensation 2 Federal income tax withheld 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 13 Retirement plan 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax d Control number Maple Street Dental PC 6480 Prairie Ave Riverton, WI 25094 49-8011565 Casey Brennan XXXXX8792 6180 Lakeshore Blvd Cedar Falls, IA 94276 XXXXX446325 7,150.78 $1,435.07 4,287.11 56,713.04 3,218.69 GA 9165347 $62,025.82 4,008.94 732 Department of the Treasury - Internal Revenue Service",W-2 "Form W-2 Wage and Tax Statement OMB No. 1545-0029 Copy 2—To Be Fíled With Employee's State, City, or Local Income Tax Return c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee'sfirst name and initial Lastname a Employce's social security number Street address (induding apt. no.) City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) 2 Federal íncome tax withheld 3 Social securitywages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld l2a 5ee instructions for box 12 13 Retirement plan 15 State Employer's state ID number l6 State wages, típs, etc. d Control number Copperline SoftwareInc. 7442 WillowBend Way Brookhaven, PA 68074 40-6798877 Ríley Adeyemi ****3905 5079 0ak Hollow Ct Testville, IL 82226 XXX-XX-298766 2,872.97 $63,573.30 3,086.20 100,531.02 364.11 D 4,272.12 [X] GA 3280978 57,079.58 728 Department of the Treasury - Intema1 Revenue Service Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "CORRECTED (if checked) 2025 OMB No. 1545-0029 Copy B—To Be Filed With Employee's FEDERAL Tax Return. Copy 2—To Be Filed With Employee's State, City, or Local Income Tax Return c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 2 Federal income tax withheld 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 12a See instructions for box 12 13 Retirement plan 15 State Employer's state ID number 17 State income tax d Control number Maple Street Dental PC 8052 Prairie Ave Testville, IL 86464 49-8445190 Avery Testcase ***-**-0144 8109 Sample Street Pinecrest, GA 86090 $5,770.93 $83,660.57 $6,240.86 $4,921.48 $6,083.44 V 5,748.70 X IL 4191261 5,278.43 903 Department of the Treasury - Internal Revenue Service Form W-2 Wage and Tax Statement Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "VOID CORRECTED Form W-2 Wage and Tax Statement 2022 OMB No. 1545-0029 Copy B—To Be Filed With Employee's FEDERAL Tax Return. Copy C—For EMPLOYEE'S RECORDS c Employer'sname, address, and ZIP code b Employer identification number (EIN) e Emp1oyee's first name and initial Last name a Employee's social security number Account number (see instructions) 1 Wages, tips, other compensation 2 Federalincome taxwithheld 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld l3 Retirement plan 15 5tate Employer's state ID number 16 State wages, típs, etc. 17 State income tax Tri-County School District 7447 Willow Bend Way Fairview,OH 72178 37-8753447 Noah Kowa1ski ending in 3977 XXX-XX-84O559 63,284.99 S61O.37 $115,398.24 4,463.03 43,055.97 $5,515.26 [X] OH 1801172 $12,838.03 2,636.90 Department of the Treasury - Intcrna1 Revenue 5ervice Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "CORRECTED (if checked) Form W-2 Wage and Tax Statement 2023 Copy B—To Be Filed With Employee's FEDERAL Tax Return. Copy C—For EMPLOYEE'S RECORDS Copy 2—To Be Filed With Employee's State, City, or Local Income Tax Return c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 2 Federal income tax withheld 3 Social security wages 5 Medicare wages and tips 6 Medicare tax withheld 12a See instructions for box 12 13 Retirement plan 16 State wages, tips, etc. 17 State income tax Tri-County School District 5908 Prairie Ave Maplewood, MN 55125 73-8976014 Taylor Okafor XXXXX2315 5996 Lakeshore Blvd Oak Grove, TX 32906 $1,047.88 36,245.46 $135,491.95 1,718.41 C 1,520.91 X $54,345.24 $4,347.70 Department of the Treasury - Internal Revenue Service Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "Form W-2 Wage and Tax Statement 2023 OMB No. 1545-0029 cEmployer's name, address, and ZIP code b Employer ídentification number (EIN) e Employee's first name and initial Last name a Employee's socíal security number 1 Wages, tips, other compensation 2 Federa1 income tax withheld 3 5ocial security wages 4 Social sccurity tax withheld 5 Medicarcwages and tips 6 Medicare tax withheld l2a See instructions for box 12 13 Retirement plan 15 5tate Employer's state ID number 16 State wages, tips, etc. d Control number Granite Peak Manufacturing Co. 5737 Harbor View Rd Brookhaven, PA 53475 26-1456359 Avery Okafor XXXXX9064 26,207.78 S2,582.11 $99,674.89 2,834.52 113,331.26 $3,l31.92 W 234.19 ☐ MN3793046 44,730.67 18",W-2 "Form W-2 Wage and Tax Statement c Employer: Recipient's name: d Control number Maple Street Dental PC Noah Castillo 226",W-2 "Form W-2 Wage and Tax Statement 2023 c Employer'S name: Recipient's name: 4Social security tax withheld l Wages, tips, other compcnsation Copperline Software Inc. Mateo C. Brennan 3,502.13 $36,442.34",W-2 "Form W-2 Wage and Tax Statement 2026 OMB No. 1545-0029 Copy B—To Be Filed With Employee's FEDERAL Tax Return. Copy C—For EMPLOYEE'S RECORDS c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Wages, tips, other compensation 2 Federal income tax withheld 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 12a See instructions for box 12 13 Retirement plan 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax d Control number Copperline Software Inc. 131 Elm Park Pl Testville, IL 89366 63-8727205 Priya C. Okafor ***-**-2169 9431 Harbor View Rd Maplewood, MN 67061 117,579.79 $8,264.16 $86,230.51 $38.38 30,713.78 5,229.77 DD 5,547.43 [X] MN 1486982 115,886.71 5,825.30 714 Department of the Treasury - Internal Revenue Service Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "Form W-2 Wage andTax 5tatement 2023 OMB No. 1545-0029 Copy B—To Be Filed With Employee'sFEDERAL Tax Return. Copy C—For EMPLOYEE'5 RECORDS c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign posta1 code Account number (see ínstructions) l Wages, tips, other compensation 2 Federa1 income tax withheld 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 12a See instructions for box 12 13 Retirementplan 15 State Employer's state ID number 16State wages, tips, etc. d Control number Copperline Softwarc Inc. 6O11 Lakeshore BlvdFairview, OH 43018 76-1823465 Avery Tanaka ending in 8394 3978 Harbor Vicw Rd Testville, IL 85753 ending in 824934 $118,421.06 8,740.59 $65,287.62 1,848.35 $15,592.27 7,510.94 DD 4,832.12 WI 5495229 $11,838.03 315 Department of the Treasury - Intemal Revenue 5ervice Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "2023 OMB No. 1545-0029 Copy B—To Be Filed With Employee's FEDERAL Tax Return. Copy C—For EMPLOYEE'S RECORDS Copy 2—To Be Filed With Employee's State, City, or Local Income Tax Return c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Wages, tips, other compensation 3 Social security wages 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 12a See instructions for box 12 13 Retirement plan 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax d Control number Riverside Regional Hospital 5511 Willow Bend Way Cedar Falls, IA 54693 73-4897541 Fatima Haddad ending in 8729 9720 Cedar Ln Oak Grove, TX 53077 $17,101.39 $89,350.96 8,048.88 $117,041.40 4,838.54 C 4,372.87 X PA 6754643 135,939.96 4,099.46 351 Form W-2 Wage and Tax Statement",W-2 "CORRECTED (if checked) 2022 OMB No. 1545-0029 Copy 2—To Be Filed With Employee's State, City, or Local Income Tax Return c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number 1 Wages, tips, other compensation 2 Federal income tax withheld 3 Social security wages 4 Social security tax withheld 6 Medicare tax withheld 12a See instructions for box 12 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax d Control number Copperline Software Inc. 8513 Harbor View Rd Pinecrest, GA 96242 70-1108612 Fatima Fischer XXXXX4108 112,416.67 $1,009.06 3,733.54 $2,857.59 $4,764.87 DD 1,725.85 IL 5498404 47,227.71 $4,959.89 891 Form W-2 Wage and Tax Statement",W-2 "Form W-2 Wage and Tax Statement For calendar year 2021 OMB No. 1545-0029 Copy B—To Be Filed With Employee's FEDERAL Tax Return. c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Account number (see instructions) 1 Wages, tips, other compensation 2 Federal income tax withheld 5 Medicare wages and tips 12a See instructions for box 12 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax d Control number Riverside Regional Hospital 5576 Lakeshore Blvd Riverton, WI 22952 81-1704331 Fatima Brennan ****9327 ending in 298390 119,545.47 $1,324.95 109,845.67 C 4,298.43 IL 8577751 118,085.27 $4,158.42 906",W-2 "CORRECTED (if checked) Form W-2 Wage and Tax Statement 2023 OMB No. 1545-0029 Copy B—To Be Filed With Employee's FEDERAL Tax Return. Copy C—For EMPLOYEE'S RECORDS Copy 2—To Be Filed With Employee's State, City, or Local Income Tax Return c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Account number (see instructions) 1 Wages, tips, other compensation 2 Federal income tax withheld 4 Social security tax withheld 5 Medicare wages and tips 6 Medicare tax withheld 12a See instructions for box 12 13 Retirement plan 16 State wages, tips, etc. 17 State income tax d Control number Blue Heron Logistics LLC 5600 Lakeshore Blvd Fairview, OH 70477 22-4642563 Alex D. Moreau ****8384 XXX-XX-736180 $29,513.87 $3,655.11 5,877.08 84,196.96 $7,013.98 AA 4,708.29 ☒ 95,017.63 $281.18 905 Department of the Treasury - Internal Revenue Service Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "Form W-2 Wage and Tax Statement Copy B—To Be Filed With Employee's FEDERAL Tax Return. Copy C—For EMPLOYEE'S RECORDS Copy 2—To Be Filed With Employee's State, City, or Local Income Tax Return c Employer's name, address, and ZIP code b Employer identification number (EIN) e Employee's first name and initial Last name a Employee's social security number Street address (including apt. no.) City or town, state or province, country, and ZIP or foreign postal code 1 Wages, tips, other compensation 2 Federal income tax withheld 3 Social security wages 5 Medicare wages and tips 6 Medicare tax withheld 13 Retirement plan 15 State Employer's state ID number 16 State wages, tips, etc. 17 State income tax d Control number Copperline Software Inc. 6671 Oak Hollow Ct Brookhaven, PA 52938 90-8021303 Fatima Walsh ***-**-1679 4448 Harbor View Rd Cedar Falls, IA 78530 22,371.50 6,053.25 $23,480.88 $11,489.76 3,133.12 ☒ IL 4046124 11,069.29 $1,923.65 747 Department of the Treasury - Internal Revenue Service Form W-2 (keep for your records) www.irs.gov/FormW2",W-2 "Form W-2c Corrected Wage and Tax Statement For calendar year 2025 Copy B—To Be Filed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Acme Test Corp 6469 Lakeshore Blvd Bayside, WA 36273 b Employer's Federal EIN: 60-2592779 f Employee's first name and initial Last name: Olivia Romero d Employee's correct SSN: XXXXX3111 Street address (including apt. no.): 5216 Oak Hollow Ct City or town, state or province, country, and ZIP or foreign postal code: Brookhaven, PA 48594 a Tax year/Form corrected: 2025 Box 1 Wages, tips, other compensation Previously reported: 30,176.05 Box 1 Wages, tips, other compensation Correct information: 39,988.35 Box 2 Federal income tax withheld Correct information: $5,478.99 Box 3 Social security wages Previously reported: $54,071.17 Box 3 Social security wages Correct information: $7,751.74 Department of the Treasury - Internal Revenue Service Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "VOID CORRECTED Form W-2c Corrected Wage and Tax Statement For calendar year 2021 OMB No. 1545-0008 Copy B—To Be Filed With Employee's Federal Tax Return Copy C—For Employee's Records c Employer's name, address, and ZIP code: Granite Peak Manufacturing Co. 2857 Granite St Pinecrest, GA 36773 b Employer's Federal EIN: 43-7551739 f Employee's first name and initial Last name: Olivia Fischer d Employee's correct SSN: XXX-XX-5718 Street address (including apt. no.): 8708 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code: Brookhaven, PA 28579 Account number (see instructions): ending in 195321 a Tax year/Form corrected: 2021 Box 1 Wages, tips, other compensation Previously reported: 102,994.12 Box 1 Wages, tips, other compensation Correct information: 108,821.15 Box 2 Federal income tax withheld Correct information: 2,988.12 Box 3 Social security wages Correct information: 87,392.30",W-2 "OMB No. 1545-0008 Copy B—To Be Filed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Copperline Software Inc. 1940 Willow Bend Way Cedar Falls, IA 31025 b Employer's Federal EIN: 88-8749000 f Employee's first name and initial Last name: Avery Lindqvist d Employee's correct SSN: XXX-XX-2922 Street address (including apt. no.): 5495 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Bayside, WA 74392 Account number (see instructions): ***-**-506547 a Tax year/Form corrected: 2021 Line 1 Wages, tips, other compensation Previously reported: 69,444.96 Line 1 Wages, tips, other compensation Correct information: 10,598.39 Line 2 Federal income tax withheld Previously reported: 6,156.43 Line 2 Federal income tax withheld Correct information: 5,708.64 Line 3 Social security wages Previously reported: 69,155.44 Line 3 Social security wages Correct information: $93,503.61 Department of the Treasury - Internal Revenue Service Form W-2c Corrected Wage and Tax Statement Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "Form W-2c Corrected Wage and Tax Statement c Employer:: Maple 5treet Dental PC RECIPIENT:: Hiro Moreau Line 2 Federal income tax withheld Previously reported: 6,124.91 Line 3 Social security wages Correct information: l1,711.88 Line2 Federal income tax withheld Correct information: 4,O41.58",W-2 "CORRECTED (if checked) 2023 Copy B—To Be Filed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Acme Test Corp 5244 Lakeshore Blvd Bayside, WA 72468 b Employer's Federal EIN: 87-7363635 f Employee's first name and initial Last name: Kwame Larsen d Employee's correct SSN: ending in 6376 Box 1 Wages, tips, other compensation Correct information: 68,634.13 Box 2 Federal income tax withheld Previously reported: $4,098.40 Box 2 Federal income tax withheld Correct information: 5,564.44 Box 3 Social security wages Previously reported: 22,168.51 Department of the Treasury - Internal Revenue Service Form W-2c Corrected Wage and Tax Statement Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "☐ CORRECTED Form W-2c Corrected Wage and Tax Statement For calendar year 2021 Copy B—To Be Filed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Maple Street Dental PC 1644 Lakeshore Blvd Oak Grove, TX 16014 b Employer's Federal EIN: 93-4821939 f Employee's first name and initial Last name: Jamie Fischer d Employee's correct SSN: ****9864 Street address (including apt. no.): 1767 Sample Street City or town, state or province, country, and ZIP or foreign postal code: Fairview, OH 46870 Account number (see instructions): XXXXX591814 a Tax year/Form corrected: 2021 Box 1 Wages, tips, other compensation Previously reported: $136,024.71 Box 1 Wages, tips, other compensation Correct information: 39,962.83 Box 2 Federal income tax withheld Previously reported: 4,219.83 Box 2 Federal income tax withheld Correct information: $6,653.57 Box 3 Social security wages Previously reported: $112,388.86 Box 3 Social security wages Correct information: $118,438.06 Department of the Treasury - Internal Revenue Service Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "VOID CORRECTED Form W-2c Corrected Wage and Tax Statement 2025 OMB No. 1545-0008 Copy B—To Be Filed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Maple Street Dental PC 9607 Willow Bend Way Lakewood, CO 74956 b Employer's Federal EIN: 93-6561586 f Employee's first name and initial Last name: Fatima Lindqvist d Employee's correct SSN: ****2000 Street address (including apt. no.): 9804 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code: Maplewood, MN 75380 Account number (see instructions): XXX-XX-864679 a Tax year/Form corrected: 2025 Box 1 Wages, tips, other compensation Previously reported: $73,251.52 Box 1 Wages, tips, other compensation Correct information: $101,012.45 Box 2 Federal income tax withheld Previously reported: 8,879.89 Box 2 Federal income tax withheld Correct information: $1,579.94 Box 3 Social security wages Previously reported: $103,710.97 Box 3 Social security wages Correct information: 127,524.45 Department of the Treasury - Internal Revenue Service Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "☐ CORRECTED Form W-2c Corrected Wage and Tax Statement 2025 0MB No. 1545-0008 Copy B—To Be Filed With Employce's Federal Tax Return Copy C—For Employee's Records c Employer's name, address, and ZIP code: Maple Street Dental PC 2875 Maple Ridge Dr Lakewood, CO 11627 b Employer's Federal EIN: 6O-9295O25 f Employce's first nameand initial Last name: Diego R. Patel d Employee's correct 5SN: ***-**-5325 Street address (induding apt. no.): 8091 Maple Ridge Dr City or town, state or province, country, and ZIP or foreignpostal code: Cedar Falls, IA 97517 Account number (see instructions): XXXXX934637 a Tax year/Form corrected: 2O25 Box 1Wages, tips, other compensation Previously reported:132,242.96 Box l Wages, tips, other compensation Correct information: $85,360.03 Box 2 Federal income tax withhe1d Previously reported: $2,964.54 Box 2 Federal income tax withheld Correct information: 2,298.95 Box 3 Social security wages Previously reported: $86,651.46 Box 3 Social security wages Correct information: $72,098.51",W-2 "Form W-2c Corrected Wage and Tax Statement OMB No. 1545-0008 Copy B—To Be Filed With Employee's Federal Tax Return Copy C—For Employee's Records c Employer's name, address, and ZIP code: Copperline Software Inc. 7499 Oak Hollow Ct Fairview, OH 38776 b Employer's Federal EIN: 47-8100319 f Employee's first name and initial Last name: Jordan Moreau d Employee's correct SSN: XXXXX6912 Account number (see instructions): ***-**-600623 Line 1 Wages, tips, other compensation Previously reported: 97,914.98 Line 1 Wages, tips, other compensation Correct information: $111,787.71 Line 2 Federal income tax withheld Previously reported: $4,522.22 Line 2 Federal income tax withheld Correct information: 7,713.72 Line 3 Social security wages Previously reported: $2,330.92 Line 3 Social security wages Correct information: 37,557.80 Department of the Treasury - Internal Revenue Service Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "c Employer:: Tri-County School District Recipient's name:: Sofia Kowalski Box 1 Wages, tips, other compensation Correct information: $102,538.34 Box 2 Federal income tax withheld Correct information: 1,025.76 Box 3 Social security wages Correct information: 99,221.99 Box 2 Federal income tax withheld Previously reported: 8,997.03 Form W-2c Corrected Wage and Tax Statement 2023",W-2 "Form W-2c Corrected Wage and Tax Statement c Employer'S name:: Acme Test Corp RECIPIENT:: Olivia Larsen Line 1 Wages, tips, other compensation Previously reported: $32,251.35 Line 1 Wages, tips, other compensation Correct information: $67,249.51 a Tax year/Form corrected: 2021 Line 2 Federal income tax withheld Correct information: $4,243.55",W-2 "Form W-2c Corrected Wage and Tax Statcment For calendar year 2022 CopyC—For Employee's Records c Employer's name, address,and ZIP code: Graníte Peak Manufacturing Co. 6336 Prairíe Ave Oak Grove, TX 57956 b Employer's Federal EIN: 73-4866065 f Employee's fírst namc and initial Last name: Wei Fischer d Employee's correct SSN: XXXXX1851 a Tax year/Form corrected: 2022 1 Wages, tips, other compensation Previously reported: $13,284.22 1 Wages, tips, other compensation Correct information: $50,590.l0 2 Federal income tax withheld Previously reported: 9,250.98 2Federal income tax withheld Correct information: 7,082.38 3 Social security wages Previously reported: 115,070.70 3 Social security wages Corrcct information: 37,786.00",W-2 "Form W-2c Corrected Wage and Tax Statement For calendar year 2022 Copy B—To Be Filed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Tri-County School District 2446 Lakeshore Blvd Testville, IL 18938 b Employer's Federal EIN: 24-3688242 f Employee's first name and initial Last name: Mateo S. Walsh d Employee's correct SSN: ending in 4114 Street address (including apt. no.): 4770 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code: Riverton, WI 34734 a Tax year/Form corrected: 2022 1 Wages, tips, other compensation Previously reported: $87,424.13 1 Wages, tips, other compensation Correct information: 80,534.83 2 Federal income tax withheld Previously reported: 1,196.16 2 Federal income tax withheld Correct information: 5,951.70 3 Social security wages Previously reported: $118,968.16 3 Social security wages Correct information: $74,865.40 Department of the Treasury - Internal Revenue Service Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "Form W-2c Corrected Wage and Tax Statement 2023 Copy B—To Be Fi1ed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Acme Test Corp 6785 Lakeshore Blvd Fairview, OH 86975 b Employer's Federal EIN: 59-2612326 f Employee's first name and initial Last name: Ríley J. Romero d Employee's correct 5SN: ending in 3074 Street address (including apt. no.): 7572 MapleRidge Dr Cityor town, state orprovince, country, and ZIP or foreign postal code: Fairview, OH 80066 Account number (see instructions): XXXXX307l33 a Tax ycar/Form corrected: 2023 Box l Wages, tips, other compensation Previously reported:83,784.36 Box l Wages, tips, other compensation Correct information: 50,800.70 Box 2 Federal income tax withheld Previously reported: 9,326.46 Box 2 Federal income tax withheld Correct information: 8,419.57 Box 3 Social security wages Previously reported:90,082.39 Department of the Treasury - Intemal Revenue Servíce Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "Form W-2c Corrected Wage and Tax Statement OMB No. 1545-O008 Copy B—To Be Fi1ed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Copperline Software Inc. 8047 Sample Street Testville, IL 87241 b Employer's Federal EIN: 76-9319375 f Employee's first name and initial Last name: Priya Adeyemi d Employee's correct SSN: ending in 8902 Street address (including apt. no.): 7641 Oak Hollow Ct City or town, state orprovince, country, and ZIP or foreign postal codc: Fairview, OH 95543 Account number (see instructions): ***-**-9l1639 a Tax year/Form corrected: 2O25 1 Wages, tips, other compensation Previous1y reported: 134,958.33 1 Wages, tips, other compensation Correct information:$9l,967.18 2 Federal income tax withheld Previously reported: $7,657.49 2 Federal income tax withheld Correct information: $4,060.71 3 Socíalsecurity wages Correct information: 60,991.44 Dcpartment of the Treasury - Intemal Revenue Servíce Form W-2c (keep for your records) www.irs.gov/FormW2c",W-2 "Form W-2c Corrected Wage and Tax Statement 2024 OMB No. 1545-0008 Copy B—To Be Filed With Employee's Federal Tax Return c Employer's name, address, and ZIP code: Granite Peak Manufacturing Co. 9270 Granite St Bayside, WA 86106 b Employer's Federal EIN: 65-1728818 f Employee's first name and initial Last name: Avery Larsen d Employee's correct SSN: ending in 4876 a Tax year/Form corrected: 2024 Box 1 Wages, tips, other compensation Previously reported: $49,088.58 Box 1 Wages, tips, other compensation Correct information: $14,647.36 Box 2 Federal income tax withheld Previously reported: $5,598.76 Box 2 Federal income tax withheld Correct information: $3,736.86 Box 3 Social security wages Previously reported: 138,866.93 Box 3 Social security wages Correct information: 122,528.35",W-2 "Form W-2G Certain Gambling Winnings For calendar year 2024 OMB No. 1545-0238 Copy B Report this income on your federal tax return. Copy C For Winner's Records PAYER'S name, street address, city or town, province or state, country, and ZIP Prairie Downs Racetrack 358 Maple Ridge Dr Riverton, WI 17178 PAYER'S federal identification number 34-5928983 WINNER'S name Olivia Kowalski WINNER'S taxpayer identification no. ****5974 Street address (including apt. no.) 3085 Granite St City or town, state or province, country, and ZIP or foreign postal code Testville, IL 36077 Account number (see instructions) ending in 402536 1 Reportable winnings $132,665.64 2 Date won 2023-12-19 3 Type of wager Slots 4 Federal income tax withheld 6,581.05 5 Transaction 610 7 Winnings from identical wagers 5,867.95 8 Cashier 304 10 Window 384 14 State winnings 65,693.67 15 State income tax withheld $5,946.23",W-2G "Form W-2G Certain Gambling Winnings For calendar year 2025 OMB No. 1545-0238 Copy C For Winner's Records PAYER'S name, street address, city or town, province or state, country, and ZIP Lucky River Casino 135 Sample Street Lakewood, CO 23420 PAYER'S federal identification number 12-9576315 WINNER'S name Fatima Rivera WINNER'S taxpayer identification no. ****8977 Account number (see instructions) ****829624 1 Reportable winnings $52,115.34 2 Date won 12/09/2025 3 Type of wager Poker tournament 5 Transaction 34 7 Winnings from identical wagers $816.52 8 Cashier 584 10 Window 428 14 State winnings 113,431.11 15 State income tax withheld 583.38",W-2G "☐ CORRECTED Form W-2G Certain Gambling Winnings OMB No. 1545-0238 Copy B Report this income on your federal tax return. Copy C For Winner's Records PAYER'S name, street address, city or town, province or state, country, and ZIP Harbor Lights Gaming Resort 9194 Granite St Fairview, OH 86602 PAYER'S federal identification number 86-5605281 WINNER'S name Jordan Moreau WINNER'S taxpayer identification no. XXXXX0409 Street address (including apt. no.) 5853 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Fairview, OH 27455 Account number (see instructions) ending in 217598 1 Reportable winnings $69,813.93 2 Date won 05/06/2021 3 Type of wager Horse race 4 Federal income tax withheld $2,261.77 7 Winnings from identical wagers $256.83 10 Window 955 14 State winnings 80,903.49 15 State income tax withheld $9,460.49 Department of the Treasury - Internal Revenue Service Form W-2G (keep for your records) www.irs.gov/FormW2G",W-2G "Form W-2G Certain Gambling Winnings 2023 From: Lucky River Casino Recipient's name: Lena Walsh 14 State winnings $82,115.36",W-2G "CORRECTED (if checked) Form W-2G Certain Gambling Winnings For calendar year 2023 OMB No. 1545-0238 Copy B Report this income on your federal tax return. Copy C For Winner's Records PAYER'S name, street address, city or town, province or state, country, and ZIP Lucky River Casino 1730 Harbor View Rd Lakewood, CO 78951 PAYER'S federal identification number 11-5826780 WINNER'S name Noah E. Kowalski WINNER'S taxpayer identification no. XXX-XX-9909 Street address (including apt. no.) 8044 Lakeshore Blvd City or town, state or province, country, and ZIP or foreign postal code Pinecrest, GA 89436 1 Reportable winnings 59,621.25 2 Date won 05/10/2023 3 Type of wager Slots 5 Transaction 102 7 Winnings from identical wagers 6,229.40 10 Window 278 14 State winnings 107,215.31 15 State income tax withheld $7,208.25 Department of the Treasury - Internal Revenue Service Form W-2G (keep for your records) www.irs.gov/FormW2G",W-2G "Form W-2G Certain Gambling Winnings For calendar year 2022 OMB No. 1545-0238 Copy B Report this income on your federal tax return. PAYER'S name, street address, city or town, province or state, country, and ZIP Harbor Lights Gaming Resort 1808 Lakeshore Blvd Cedar Falls, IA 97751 PAYER'S federal identification number 57-3826430 WINNER'S name Casey R. Haddad WINNER'S taxpayer identification no. ***-**-5785 Street address (including apt. no.) 3261 Elm Park Pl City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 11518 Account number (see instructions) XXX-XX-587260 1 Reportable winnings $74,908.45 3 Type of wager Lottery 4 Federal income tax withheld 4,248.36 5 Transaction 978 7 Winnings from identical wagers 250.97 8 Cashier 421 10 Window 637 14 State winnings 4,819.00 15 State income tax withheld 9,254.15 Department of the Treasury - Internal Revenue Service Form W-2G (keep for your records) www.irs.gov/FormW2G",W-2G "Form W-2G Certain Gambling Winnings 2022 From: Prairie Downs Racetrack Recipient's name: Morgan Haddad 15 State income tax withheld 1,167.98 2 Date won 02/15/2019",W-2G "Form W-2G Certain Gambling Winnings For calendar year 2025 OMB No. 1545-0238 Copy B Report this income on your federal tax return. PAYER'S name, street address, city or town, province or state, country, and ZIP Prairie Downs Racetrack 2850 Sample Street Oak Grove, TX 32914 PAYER'S federal identification number 17-5470337 WINNER'S name Alex R. Okafor WINNER'S taxpayer identification no. XXX-XX-2250 Street address (including apt. no.) 4595 Harbor View Rd City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 71914 Account number (see instructions) XXX-XX-709661 1 Reportable winnings 75,966.92 2 Date won 3/20/25 3 Type of wager Lottery 4 Federal income tax withheld $3,541.13 5 Transaction 492 7 Winnings from identical wagers $1,906.01 8 Cashier 448 10 Window 111 15 State income tax withheld 2,439.06",W-2G "Form W-2G Certain Gambling Winnings 2024 OMB No. 1545-0238 PAYER'S name, street address, city or town, province or state, country, and ZIP Lucky River Casino 2513 Harbor View Rd Bayside, WA 53293 PAYER'S federal identification number 53-9067451 WINNER'S name Riley Larsen WINNER'S taxpayer identification no. XXXXX6955 1 Reportable winnings $131,728.21 2 Date won 02/04/2023 3 Type of wager Slots 4 Federal income tax withheld $4,254.79 5 Transaction 427 7 Winnings from identical wagers $133.36 8 Cashier 163 10 Window 696 14 State winnings $113,316.43",W-2G "Form W-2G Certain Gambling Winnings For calendar year 2022 OMB No. 1545-0238 Copy C For Winner's Records PAYER'S name, street address, city or town, province or state, country, and ZIP Harbor Lights Gaming Resort 7974 Harbor View Rd Riverton, WI 62954 PAYER'S federal identification number 23-3406761 WINNER'S name Casey B. Brennan WINNER'S taxpayer identification no. XXX-XX-5609 1 Reportable winnings $41,898.88 2 Date won 2021-10-11 3 Type of wager Keno 4 Federal income tax withheld $2,751.02 5 Transaction 654 7 Winnings from identical wagers $8,031.34 8 Cashier 789 10 Window 497 14 State winnings $90,889.11 15 State income tax withheld $4,499.12",W-2G "From: Lucky River Casino Recipient's name: Alex Tanaka 2 Date won 11/22/23 4 Federal income tax withheld $8,504.11 8 Cashier 123 7 Winnings from identical wagers 6,368.04 Form W-2G Certain Gambling Winnings 2024",W-2G "Form W-2G Certain Gambling Winnings For calendar year 2021 Copy B Report this income on your federal tax return. Copy C For Winner's Records PAYER'S name, street address, city or town, province or state, country, and ZIP Harbor Lights Gaming Resort 4943 Oak Hollow Ct Riverton, WI 28916 PAYER'S federal identification number 62-9497949 WINNER'S name Hiro B. Larsen WINNER'S taxpayer identification no. ****8796 Street address (including apt. no.) 8308 Cedar Ln City or town, state or province, country, and ZIP or foreign postal code Maplewood, MN 33640 1 Reportable winnings $74,302.58 2 Date won December 27, 2020 3 Type of wager Poker tournament 4 Federal income tax withheld $7,109.82 7 Winnings from identical wagers $2,010.17 8 Cashier 299 10 Window 454 14 State winnings $55,763.60 15 State income tax withheld $6,311.93",W-2G "CORRECTED (if checked) Form W-2G Certain Gambling Winnings For calendar year 2025 Copy B Report this income on your federal tax return. PAYER'S name, street address, city or town, province or state, country, and ZIP Lucky River Casino 2302 Sample Street Brookhaven, PA 56122 PAYER'S federal identification number 47-7592653 WINNER'S name Hiro Larsen WINNER'S taxpayer identification no. ****4519 Street address (including apt. no.) 5462 Prairie Ave City or town, state or province, country, and ZIP or foreign postal code Bayside, WA 90554 1 Reportable winnings $91,706.68 2 Date won 10/12/24 3 Type of wager Keno 4 Federal income tax withheld $2,538.39 7 Winnings from identical wagers $6,264.66 8 Cashier 741 14 State winnings $6,803.67 15 State income tax withheld 640.10 Department of the Treasury - Internal Revenue Service Form W-2G (keep for your records) www.irs.gov/FormW2G",W-2G "Form W-2G CertainGamb1ing Winnings 2024 OMB No. 1545-0238 Copy B Reportthis income on your federa1 tax return. Copy C For Wínner's Records PAYER'S name, street address, cíty or town, province or state, country, and ZIP Lucky River Casino 4911 0ak HollowCt Baysidc, WA 90530 PAYER'S federal identification number 62-7390306 WINNER'S name Lena Testcase WINNER'S taxpayer identification no. ****0352 Street address (including apt. no.) 3l50 Sample Street City or town, state or province, country, and ZIP or foreign postal code Fairview, 0H 96741 1 Reportable winnings 103,726.47 3 Typc of wager Poker tournament 4 Federal income tax withheldS797.55 5 Transaction 507 7 Winnings from identical wagers 2,073.55 8 Cashier 50 10 Window 365 14 State winnings $31,438.45 15 State íncome tax withheld $6,431.55",W-2G "Form W-2G Certain Gambling Winnings For calendar year 2025 OMB No. 1545-0238 Copy B Report this income on your federal tax return. PAYER'S name, street address, city or town, province or state, country, and ZIP Lucky River Casino 2617 Maple Ridge Dr Maplewood, MN 42196 PAYER'S federal identification number 93-6681240 WINNER'S name Jordan Moreau WINNER'S taxpayer identification no. ****3978 1 Reportable winnings $68,472.46 2 Date won 05/10/2024 3 Type of wager Poker tournament 4 Federal income tax withheld 9,451.45 5 Transaction 591 7 Winnings from identical wagers 7,707.44 8 Cashier 24 10 Window 194 14 State winnings $118,385.45 15 State income tax withheld 6,818.16 Department of the Treasury - Internal Revenue Service Form W-2G (keep for your records) www.irs.gov/FormW2G",W-2G "Form W-2G Certain Gambling Winnings Copy B Report thisincome on your federal taxreturn. Copy C For Winner's Records PAYER'5 name, street address, city or town, province or state,country, and ZIP Harbor Lights Gaming Resort 9661 GraniteSt Pinecrest, GA 43974 PAYER'S federal identification number 95-9733642 WINNER'5 name Noah Brennan WINNER'S taxpayer identification no. ending in 9605 Street address (induding apt. no.) 1781 Sample Street City or town,state or province, country, and ZIP or foreign postal code Fairview, 0H 49526 Account number (see instructions) ****429213 1 Reportable winnings $95,000.19 2 Date won 2025-11-19 3 Type of wager Poker toumament 4 Federal income tax withheld 6,376.84 5 Transaction l48 7 Winnings from identical wagers $4,815.53 8 Cashier 255 14 State winnings $132,787.82 15 State income tax withheld 4,428.35",W-2G "Form W-9 ## Request for Taxpayer Identification Number and Certification 2023 (Rev. March 2024) | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Alex Testcase | | 2 Business name/disregarded entity name, if different from above. | 299 Elm Park Pl Riverton, WI 79228 | | Part I Taxpayer Identification Number (TIN) | XXX-XX-2791 | Part II Certification | Field | Value | | --- | --- | | 5 Address (number, street, and apt. or suite no.) | 2486 Elm Park Pl Fairview, OH 86582 | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | ## Department of the Treasury - Internal Revenue Service Form W-9 (keep for your records) www.irs.gov/FormW9",W-9 "## Form W-9 Request for Taxpayer Identification Number and Certification 2025 | Field | Value | | --- | --- | | Name: | Hiro Okafor | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ C corporation |",W-9 "Form W-9 Request for Taxpayer Identification Number and Certification | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Alex Nguyen | | 2 Business name/disregarded entity name, if different from above. | 3278 Lakeshore Blvd Lakewood, CO 58758 | | Part I Taxpayer Identification Number (TIN) | ****6713 | Part II Certification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ Individual/sole proprietor | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | | Signature of U.S. person | |",W-9 "Form W-9 Request forTaxpayer Identification Number and Certification For calendar year2025 Give form to thc requester. Do not send to the IRS. (Rev. March 2024) | Field | Value | | --- | --- | | 1 Name ofentity/individua1. An entry is required. | Lena Okafor | | 2 Business name/disregarded entity name, if different from above. | 3721 Sample Street Cedar Falls, IA 99274 | | Part I Taxpayer Identification Number (TIN) | ****1601 | Part II Certification | Fie1d | Value | | --- | --- | | 3a Check the appropriate box for federal tax dassification of the entity/individual whose name is cntered on line 1 | ☒ Individual/sole propríetor | | 5 Address (number, street, and apt. or suite no.) | l871 Harbor View Rd Cedar Fa1ls, IA 26856 | | Under penalties of perjury, I certify that:1. The number shown on this form is my correct taxpayer identification number | | | 5ignature ofU.5. person | | Department of the Treasury - Intemal Revenue 5ervice Form W-9 (keep for your records) www.irs.gov/FormW9",W-9 "☐ CORRECTED Form W-9 ## Request for Taxpayer Identification Number and Certification Give form to the requester. Do not send to the IRS. | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Jordan K. Moreau | | 2 Business name/disregarded entity name, if different from above. | 683 Cedar Ln Fairview, OH 21174 | | Part I Taxpayer Identification Number (TIN) | XXX-XX-5700 | Part II Certification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ C corporation | | 5 Address (number, street, and apt. or suite no.) | 4951 Harbor View Rd Pinecrest, GA 92662 | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | | Signature of U.S. person | |",W-9 "## VOID CORRECTED Form W-9 ## Request for Taxpayer Identification Number and Certification ## For calendar year 2025 Give form to the requester. Do not send to the IRS. | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Hiro Adeyemi | | 2 Business name/disregarded entity name, if different from above. | 7691 Maple Ridge Dr Testville, IL 11744 | | Part I Taxpayer Identification Number (TIN) | ending in 3440 | Part II Certification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ Limited liability company P | | 5 Address (number, street, and apt. or suite no.) | 6150 Elm Park Pl Pinecrest, GA 95646 | | Signature of U.S. person | | Department of the Treasury - Internal Revenue Service ## Form W-9 (keep for your records) www.irs.gov/FormW9",W-9 "Form W-9 Request for Taxpayer Identification Number and Certification ## For calendar year 2023 (Rev. March 2024) | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Hiro Patel | | 2 Business name/disregarded entity name, if different from above. | 6255 Prairie Ave Bayside, WA 51534 | | Part I Taxpayer Identification Number (TIN) | XXX-XX-6016 | Part II Certification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ S corporation | | 5 Address (number, street, and apt. or suite no.) | 7281 Sample Street Cedar Falls, IA 96333 | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | | Signature of U.S. person | | Department of the Treasury - Internal Revenue Service Form W-9 (keep for your records) www.irs.gov/FormW9",W-9 "Form W-9 ## Request for Taxpayer Identification Number and Certification 2024 Give form to the requester. Do not send to the IRS. | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Jordan Haddad | | 2 Business name/disregarded entity name, if different from above. | 4822 Sample Street Bayside, WA 87053 | | Part I Taxpayer Identification Number (TIN) | ending in 3976 | ## Part II Certification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ C corporation | | 5 Address (number, street, and apt. or suite no.) | 8163 Prairie Ave Brookhaven, PA 52793 | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | |",W-9 "## Form W-9 Request for Taxpayer Identification Number and Certification For calendar year 2024 ## Give form to the requester. Do not send to the IRS. ## (Rev. March 2O24) | Field | Value | | --- | --- | | 1 Name of entity/individual.An entry is required. | Kwame L. Haddad | | 2 Business name/disregarded entity name, if different from above. | 7l38 Harbor View Rd Oak Grove,TX 4O023 | | Part I Taxpayer Identification Number (TIN)| ****7740 | ##Part IICertification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax dassification of the entity/individual whosc name is entered on line l | ☒ 5 corporation | | 5 Address (number, street, and apt. or suite no.) | 9800 Harbor ViewRd Bayside, WA 28302 | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | | 5ignature of U.5. person | |",W-9 "Form W-9 Request for Taxpayer Identification Number and Certification Give form to the requester. Do not send to the IRS. | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Jordan Patel | | 2 Business name/disregarded entity name, if different from above. | 9210 Oak Hollow Ct Lakewood, CO 39597 | | Part I Taxpayer Identification Number (TIN) | ****4669 | Part II Certification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ Individual/sole proprietor | | 5 Address (number, street, and apt. or suite no.) | 9328 Maple Ridge Dr Maplewood, MN 72898 | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | Department of the Treasury - Internal Revenue Service Form W-9 (keep for your records) www.irs.gov/FormW9",W-9 "Form W-9 Request for Taxpayer Identification Number and Certification 2021 | Field | Value | | --- | --- | | Name: | Riley Testcase | | 5 Address (number, street, and apt. or suite no.) | 5489 Sample Street Riverton, WI 15427 | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ S corporation |",W-9 "☐ CORRECTED Form W-9 ## Request for Taxpayer Identification Number and Certification Give form to the requester. Do not send to the IRS. ## (Rev. March 2024) | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Olivia E. Patel | | 2 Business name/disregarded entity name, if different from above. | 3813 Maple Ridge Dr Lakewood, CO 29579 | | Part I Taxpayer Identification Number (TIN) | ****8297 | Part II Certification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ Limited liability company P | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | | Signature of U.S. person | | Department of the Treasury - Internal Revenue Service Form W-9 (keep for your records) www.irs.gov/FormW9",W-9 "Form W-9 Request for Taxpayer Identification Number and Certification ## 2023 Give form to the requester. Do not send to the IR5. (Rev. March 2024) | Fie1d | Value | |--- | --- | | 1 Name of entity/individual. An entry is required. | Hiro C. Testcase | | 2 Business name/disregarded entity name, if different from above. | 6500 Wíllow BendWay Riverton, WI 82176 | | Part I Taxpayer Identification Number (TIN) | ***-**-9663 | ## Part II Certification | Field | Value | |--- | --- | | 3a Check the appropriate box for federa1 tax classification of the entity/individual whose name is entered on line 1 | ☒ Individual/sole proprietor | | Under pena1tíes of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | |5ignature ofU.5. person | |",W-9 "Form W-9 Request for Taxpayer Identification Number and Certification 2025 | Field | Value | | --- | --- | | Name: | Mateo M. Sato | | 5 Address (number, street, and apt. or suite no.) | 3382 Oak Hollow Ct Lakewood, CO 39701 | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ S corporation |",W-9 "Form W-9 Request for Taxpayer Identification Number and Certification For calendar year 2025 Give form to the requester. Do not send to the IRS. | Field | Value | | --- | --- | | 1 Name of entity/individual. An entry is required. | Jordan Walsh | | 2 Business name/disregarded entity name, if different from above. | 8697 Maple Ridge Dr Lakewood, CO 60687 | | Part I Taxpayer Identification Number (TIN) | ***-**-6391 | Part II Certification | Field | Value | | --- | --- | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ Individual/sole proprietor | | 5 Address (number, street, and apt. or suite no.) | 4836 Oak Hollow Ct Brookhaven, PA 11771 | | Under penalties of perjury, I certify that: 1. The number shown on this form is my correct taxpayer identification number | | | Signature of U.S. person | |",W-9 "| Field | Value | | --- | --- | | Name: | Morgan Testcase | | 3a Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1 | ☒ S corporation | | 5 Address (number, street, and apt. or suite no.) | 1933 Lakeshore Blvd Fairview, OH 62032 | Form W-9 Request for Taxpayer Identification Number and Certification 2024",W-9