XXXX2681 2020 1099 02-04-2021

NICHOLAS FUSARO
721 17TH STREET APT 301

SEATTLE WA 98122-4620
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201 Progress Parkway

Maryland Heights, MO 63043-3042
Your 2020 Consolidated 1099 Tax Statement Page 1 of 11
FIGURES ARE FINAL

Recipient's Name: Information as of February 04, 2021
NICHOLAS FUSARO
Account Holder(s) Payer's Identification Number:
NICHOLAS FUSARO 43-1591643
Financial Advisor:
LAWRENCE A. RUDE (425) 644-6290
Edward Jones Account Number:
825-12681-1-9
Online Resources Access. Edward Jones does not provide support for tax Notice of IRS Form Changes for 2020
Visit www.edwardjones.com/taxcenter for guides, tax preparation software. Please contact the software provider The state tax withholding fields for the 1099-Misc have
reporting information and answers to common questions. for assistance. been renumbered for the 2020 tax year to boxes 15 - 17.
Official Tax Document - What Is My Income? Be sure to read all box titles carefully. Refer to Instructions
Online Access Features to Recipients at the end of this document for more
• View, print and download your tax forms any time after The 1099 forms included in this document are the official information.
they are generated. records of income reported to the IRS and should be used
• Securely share your tax forms with your tax to prepare your tax return. Information provided in the Notice of De Minimus Safe Harbor for Revised Forms
professional from the Documents screen. Just select supplemental sections is not sent to the IRS. This If Edward Jones makes a correction to a tax form we
the forms to share and click “Send to Tax Preparer” to document may not match your December statement due to previously furnished to you, we are not required to furnish
get started. reclassifications of income occurring after year end. a revised tax form to you if the correction relates to an
• Import your Consolidated 1099 and Form 1099-R tax Additional Tax Information incorrect dollar amount and differs from the correct amount
data into Turbo Tax® and other tax preparation An Additional Tax Information section may be included in by:
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adjustments to income on your state tax return and the • No more than $25 in the case of an error with
Visit www.edwardjones.com/access to learn more respect to the amount of tax withheld.
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Investment Advisory Program Fees Notice of Tax Information for California Residents
Turbo Tax® or other Tax Preparation Software Edward Jones is required to report to California residents
You can import your Edward Jones tax information from If you paid account management fees to Edward Jones in
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within Turbo Tax® using the software's import feature. proceeds from broker exchange transactions reported on
Instructions for manually entering certain items of on your state income tax return. The amount of fees you
paid is not included with this document. These fees are Form 1099-B. If you are a resident of California and
supplemental information are available at received either of these types of income during 2020, we
www.edwardjones.com/turbotax. Download options for included in your fees total noted on your December 31
report this information to you, the IRS and the California
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Page 2 of 11
Recipient's Name:
NICHOLAS FUSARO
Information as of February 04, 2021
Account Holder(s) Payer's Identification Number:

NICHOLAS FUSARO 43-1591643
Edward Jones Account Number:
825-12681-1-9 Financial Advisor:
LAWRENCE A. RUDE (425) 644-6290
Revisions have been made to your 1099 income or supplemental data for the following reason(s):
(017) The dividend paid to your account in 2021 is reportable in 2020.
(292) A short-term capital gain paid to your account in 2021 is reportable in 2020.
(005) The capital gain paid to your account in 2021 is reportable in 2020.
The information reported on your Consolidated 1099 Tax Statement is reported to you and the IRS. Please retain for your records. Edward Jones, its employees and
financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.
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2020 CONSOLIDATED 1099 STATEMENT
Recipient's Name:
NICHOLAS FUSARO
(Includes 1099-DIV, 1099-B) Page 3 of 11
FIGURES ARE FINAL Information as of February 04, 2021
Edward Jones Account Number: Payer's Identification Number:

825-12681-1-9 43-1591643
Recipient's Identification Number:
***-**-6302
This is important tax information and is being furnished to the Internal Revenue Service (except as indicated). If you are required to file a return, a negligence penalty or other sanction
may be imposed on you if this income is taxable and the IRS determines that it has not been reported.
1099-DIV Dividends and Distributions - 2020 Statement for recipient

(Copy B )(OMB NO. 1545-0110)
Box 1a Total Ordinary Dividends 2,310.45
Box 1b Qualified Dividends 1,697.40
Box 2a Total Capital Gain Distributions 1,942.90
Box 2b Unrecap. Sec. 1250 Gain 0.00
Box 2c Section 1202 Gain 0.00
Box 2d Collectibles (28%) Gain 0.00
Box 3 Nondividend Distributions 0.00
Box 4 Federal Income Tax Withheld 0.00
Box 5 Section 199A Dividends 15.74
Box 6 Investment Expenses 0.00
Box 7 Foreign Tax Paid 1.54
Box 8 Foreign Country or U.S.Possesion
Box 9 Cash Liquidation Distributions 0.00
Box 10 Noncash Liquidation Distributions 0.00
Box 11 Exempt-Interest Dividends 0.00
Box 12 Specified Private Activity Bond Interest Dividends 0.00
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Recipient's Name:
NICHOLAS FUSARO Page 4 of 11

825-12681-1-9 43-1591643
1099-B Proceeds From Broker and Barter Exchange Transactions - 2020 - Statement for Recipient (Copy B) (OMB NO. 1545-0715)
Long-Term Transactions for Which Basis is not Reported to the IRS; Report on Form 8949, Part II, with Box E checked.
Long Term (Box 2)
Noncovered (Box 5)
Description of Property (Box 1a) / CUSIP / Symbol
Activity Type Quantity Sold Date Acquired Date Sold or Proceeds (Box 1d) Cost or Other Unadjusted Accrued Wash Sale Federal Loss Not
(Box 1a) (Box 1b) Disposed Gross Proceeds Basis (Box 1e) Gain/Loss Market Loss Income Tax Allowed
(Box 1c) Reported to the IRS Discount Disallowed Withheld Based on
(Box 6) (X) (Box 1f) (Box 1g) (Box 4) Amount in
Box 1d
(Box 7)
AMERICAN BOND FUND OF AMER A / 097873103 / ABNDX
Exchange 291.33300 Various 04/27/2020 4,000.00 3,785.76 214.24 0.00 0.00 0.00
AMERICAN CAPITAL WORLD BOND A / 140541103 / CWBFX
Exchange 50.50500 Various 04/27/2020 1,000.00 1,029.59 -29.59 0.00 0.00 0.00
AMERICAN CAP WRLD GRW & INC A / 140543109 / CWGIX
Exchange 67.08400 Various 04/27/2020 3,000.00 2,761.09 238.91 0.00 0.00 0.00
Totals 8,000.00 7,576.44 423.56 0.00 0.00 0.00
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Recipient's Name:

825-12681-1-9 43-1591643
1099-B Totals Proceeds Cost Basis Unadjusted Accrued Wash Sale Gain/Loss Gain/Loss Federal State
Gain/Loss Market Loss Considered Attributed to Withholding Withholding
Discount Disallowed Ordinary Proceeds from
Collectibles
Total ST Covered 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total ST Noncovered 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total ST 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total LT Covered 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total LT Noncovered 8,000.00 7,576.44 423.56 0.00 0.00 0.00 0.00 0.00 0.00
Total LT 8,000.00 7,576.44 423.56 0.00 0.00 0.00 0.00 0.00 0.00
Total Uncosted
Proceeds 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Net Totals 8,000.00 7,576.44 423.56 0.00 0.00 0.00 0.00 0.00 0.00
Important Information Regarding Your Form 1099-B
* - Denotes additional reportable information related to transaction listed immediately above.
We will report cost basis for "covered" shares to the IRS. We will not report cost basis for "noncovered" shares to the IRS. Unadjusted Gain/Loss equals Proceeds (Box 1d) minus Cost or Other Basis
(Box 1e) and has not been adjusted for Accrued Market Discount (Box 1f), Wash Sale Disallowed (Box 1g), gain/loss considered Ordinary (Box 2), or gain/loss attributed to Proceeds from Collectibles
(Box 3). The cost basis for sales of stock received from compensatory options granted after 2013 is the exercise price only and has not been adjusted for any ordinary income recognized upon grant or
exercise. The IRS may require you to report the Proceeds, Cost or Other Basis, and any adjustments from your Form 1099-B on Form 1040, Schedule D (Capital Gains and Losses) and/or Form 8949
(Sales and Other Dispositions of Capital Assets). Refer to the Instructions for Form 1040, Schedule D, and Form 8949 to determine how to report this information on your tax return.
LT indicates a long-term gain/(loss), ST indicates a short-term gain/(loss), and Unknown indicates that we did not have enough information to determine the cost basis and/or holding period. "Ordinary"
indicates that some or all the Unadjusted Gain/Loss may be treated as ordinary income or loss. "Collectibles" indicates that proceeds are from a transaction involving collectibles or from a sale of a
security that holds collectibles (e.g. a Grantor Trust UIT).
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Recipient's Name:

825-12681-1-9 43-1591643
Important Information Regarding Your Form 1099-B (continued)

The Average Cost method is used as our default method to calculate cost basis for domestic open-end mutual funds. The FIFO (first-in, first-out) method is used for all other securities unless otherwise
indicated at the time of sale. If you have used any other cost basis calculation method or lot relief methods for noncovered security transactions, do not rely on these figures. Also, we are required to
calculate and report amortization and accretion adjustments for covered taxable and tax-exempt bonds using "default" methods specified by IRS regulations. We make cost basis adjustments on
non-covered taxable and tax-exempt bonds for amortization and accretion. The cost basis information for non-covered securities transactions is believed to be reliable, but its accuracy and completeness
are not guaranteed. Therefore, this information should not be relied upon for tax preparation without independent verification by your qualified tax advisor. Edward Jones, its employees and financial
advisors cannot provide tax or legal advice.
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SUMMARY OF INVESTMENT INCOME

Recipient's Name:

825-12681-1-9 43-1591643
This is not a Form 1099. It is a summary of the income you received in your account during 2020. For a complete description of each activity, refer to your account statement for
that period. If you have any questions, contact your Edward Jones financial advisor.
2020 Amount 2020 Amount

Date Description CUSIP in 2020 Date Description CUSIP in 2020
Dividend Income - Taxable Dividend Income - Taxable (continued)
03/27 AMERICAN GROWTH & INC PORT A 02630R203 25.12 03/23 AMERICAN CAPITAL WORLD BOND A 140541103 0.24
12/24 AMERICAN GROWTH PORTFOLIO A 02630R781 57.38 03/17 AMERICAN CAP WRLD GRW & INC A 140543109 45.04
02/03 AMERICAN BOND FUND OF AMER A 097873103 0.06 06/16 AMERICAN CAP WRLD GRW & INC A 140543109 31.87
05/01 AMERICAN BOND FUND OF AMER A 097873103 0.10 03/19 AMERICAN FUNDAMENTAL INV A 360802102 34.36
09/01 AMERICAN BOND FUND OF AMER A 097873103 0.03 12/21 AMERICAN GROWTH FD OF AMER A 399874106 58.14
10/01 AMERICAN BOND FUND OF AMER A 097873103 0.03 03/10 IBM 459200101 19.44
03/17 AMERICAN CAP INC BUILDER A 140193103 81.12 04/30 SPDR S&P 500 ETF 78462F103 140.56
12/21 AMERICAN CAP INC BUILDER A 140193103 105.01
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Recipient's Name:

825-12681-1-9 43-1591643
2020 Amount 2020 Amount

Date Description CUSIP in 2020 Date Description CUSIP in 2020
Dividend Income - Taxable (continued) Dividend Income - Taxable (continued)
12/31 SPDR S&P 500 ETF 78462F103 158.00 03/17 AMERICAN CAP INC BUILDER A 140193103 26.25
Adjusted 01/30/20 for Reason 017 06/16 AMERICAN CAP INC BUILDER A 140193103 26.51
06/18 AMERICAN WASH MUTUAL INV A 939330106 39.39 09/15 AMERICAN CAP INC BUILDER A 140193103 26.75
09/17 AMERICAN WASH MUTUAL INV A 939330106 39.57 12/21 AMERICAN CAP INC BUILDER A 140193103 33.99
12/21 AMERICAN WASH MUTUAL INV A 939330106 49.44 03/23 AMERICAN CAPITAL WORLD BOND A 140541103 28.27
Total Qualified Dividends (Box 1b 1099-DIV) 1,697.40 06/22 AMERICAN CAPITAL WORLD BOND A 140541103 23.39
09/28 AMERICAN GROWTH & INC PORT A 02630R203 3.20 Total Nonqualified Dividends 408.67
12/24 AMERICAN GROWTH & INC PORT A 02630R203 6.15 12/31 AMERICAN BOND FUND OF AMER A 097873103 183.19
02/03 AMERICAN BOND FUND OF AMER A 097873103 19.47 Adjusted 01/05/20 for Reason 292
03/02 AMERICAN BOND FUND OF AMER A 097873103 17.41 12/22 AMERICAN CAPITAL WORLD BOND A 140541103 5.45
04/01 AMERICAN BOND FUND OF AMER A 097873103 26.78 Total Short-Term Capital Gains 188.64
05/01 AMERICAN BOND FUND OF AMER A 097873103 29.69
Total Ordinary Dividends (Box 1a on Form 1099-DIV): 2,310.45
06/01 AMERICAN BOND FUND OF AMER A 097873103 12.51
07/01 AMERICAN BOND FUND OF AMER A 097873103 11.24 12/24 AMERICAN GROWTH & INC PORT A 02630R203 199.56
08/03 AMERICAN BOND FUND OF AMER A 097873103 12.69 12/24 AMERICAN GROWTH PORTFOLIO A 02630R781 385.21
09/01 AMERICAN BOND FUND OF AMER A 097873103 10.87 12/31 AMERICAN BOND FUND OF AMER A 097873103 73.73
10/01 AMERICAN BOND FUND OF AMER A 097873103 10.33 Adjusted 01/05/20 for Reason 005
12/21 AMERICAN GROWTH FD OF AMER A 399874106 935.41
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Recipient's Name:

825-12681-1-9 43-1591643
2020 Amount
Date Description CUSIP in 2020
Dividend Income - Taxable (continued)
12/21 AMERICAN WASH MUTUAL INV A 939330106 129.00
Total Long-Term Capital Gains 1,942.90
Total Capital Gains (Box 2a on Form 1099-DIV): 1,942.90

Total Section 199A Dividends 15.74
03/27 AMERICAN GROWTH & INC PORT A 02630R203 0.05

12/24 AMERICAN GROWTH PORTFOLIO A 02630R781 0.39
03/23 AMERICAN CAPITAL WORLD BOND A 140541103 0.25
Total Foreign Tax Paid (Box 7 1099-DIV) 1.54
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2020 ADDITIONAL TAX INFORMATION

Recipient's Name:

825-12681-1-9 43-1591643
This is not a Form 1099. The supplemental information below may contain foreign source income or state exclusions. You may be able to claim as a deduction on your tax
return a portion of your foreign tax paid. If you have state exclusions that report the amount of income derived from federal, municipal and U.S. territory obligations, a portion of
this amount may be excludable from state taxable income based upon the state's law. The information includes the state of issuance of the municipal bond or the state from which
income is derived. This state is presumed to be your state of residency. Consult your tax professional as to how this information may impact your tax return.
Foreign Source Income

Security Name CUSIP Source QuaIified Total Dividends Foreign Tax Foreign Income From
Dividends Paid Source Foreign Source
Percent Obligations
AMERICAN GROWTH & INC PORT A 02630R203 $113.89 $130.50 $0.20 13.89000 $18.13
AMERICAN GROWTH PORTFOLIO A 02630R781 $57.38 $57.38 $0.39 0.42000 $0.24

AMERICAN CAPITAL WORLD BOND A 140541103 $0.84 $105.09 $0.95 89.81000 $94.38
AMERICAN CAP WRLD GRW & INC A 140543109 $129.79 $129.79 $0.00 65.57000 $85.10
Total Foreign Source Income: $197.85

Potential State Tax Exclusions from Governmental Obligations
Federal Obligations Federal Home Loan Banks Federal Farm Credit Banks
Percent of Exclusion Percent of Exclusion Percent of Exclusion
Security Name CUSIP Income Income Amount Income Amount Income Amount
AMERICAN GROWTH & INC PORT A 02630R203 $130.50 5.06000% $6.60 0.00 0.00
AMERICAN GROWTH PORTFOLIO A 02630R781 $57.38 1.05000% $0.60 0.00 0.00

AMERICAN BOND FUND OF AMER A 097873103 $363.53 8.62000% $31.34 0.00 0.00
AMERICAN CAP INC BUILDER A 140193103 $464.20 9.92000% $46.05 0.00 0.00
AMERICAN CAPITAL WORLD BOND A 140541103 $105.09 12.44000% $13.07 0.00 0.00
AMERICAN CAP WRLD GRW & INC A 140543109 $129.79 0.73000% $0.95 0.00 0.00
AMERICAN FUNDAMENTAL INV A 360802102 $210.46 0.50000% $1.05 0.00 0.00
AMERICAN GROWTH FD OF AMER A 399874106 $58.14 1.60000% $0.93 0.00 0.00
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2020 ADDITIONAL TAX INFORMATION

Recipient's Name:

825-12681-1-9 43-1591643
Potential State Tax Exclusions from Governmental Obligations

AMERICAN WASH MUTUAL INV A 939330106 $128.40 0.42000% $0.54 0.00 0.00
Totals $101.13
Total Income from exempt governmental obligations owned by you indirectly: $101.13
This additional tax information has been supplied to Edward Jones by outside sources. While we cannot assure the accuracy of this information, we believe it to be
correct. This information is intended as a general guide and does not constitute tax advice. You should consult your tax professional or state tax authority to
determine how this information may apply to your specific situation.
Thank you for doing business with Edward Jones. This is the end of your 2020 tax reporting information. If you have any questions concerning any matter,
especially errors or omissions, contact your branch team at 425-644-6290 immediately or contact us at 1-800-282-0829.
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Instructions to Recipients Maryland Heights, MO 63043-3042
Recipient's taxpayer identification number - (TIN). For your protection, this form may show only the last four digits of your TIN (social security number (SSN), individual taxpayer identification number
(ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN)). However, the issuer has reported your complete TIN to the IRS.
Account number. May show an account or other unique number the payer assigned to distinguish your account.
Please visit www.irs.gov for the most complete and current forms, instructions and other information.
Box 5. Shows the portion of the amount in box 1a that may be CUSIP number. Shows the CUSIP (Committee on Uniform
Form 1099-DIV eligible for the 20% qualified business income deduction under Security Identification Procedures) number or other applicable
Box 1a. Shows total ordinary dividends that are taxable. Include section 199A. See the instructions for Form 8995 and Form identifying number.
this amount on the "Ordinary dividends" line of Form 1040 or 8995-A.
1040-SR. Also, report it on Schedule B (Form 1040 or 1040-SR), Applicable checkbox on Form 8949. Indicates where to report
if required. Box 6. Shows your share of expenses of a nonpublicly offered this transaction on Form 8949 and Schedule D, (Form 1040 or
RIC, generally a nonpublicly offered mutual fund. This amount is 1040-SR), and which checkbox is applicable. See the instructions
Box 1b. Shows the portion of the amount in box 1a that may be included in box 1a. for your Schedule D (Form 1040 or 1040-SR) and/or Form 8949.
eligible for reduced capital gains rates. See the Instructions for
Forms 1040 and 1040-SR for how to determine this amount and Box 7. Shows the foreign tax that you may be able to claim as a Box 1a. Shows a brief description of the item or service for which
where to report. deduction or a credit on Form 1040 or 1040-SR. See the amounts are being reported. For regulated futures contracts and
Instructions for Forms 1040 and 1040-SR. forward contracts, "RFC" or other appropriate description may be
The amount shown may be dividends a corporation paid directly shown. For Section 1256 option contracts, "Section 1256 option"
to you as a participant (or beneficiary of a participant) in an Box 8. This box should be left blank if a RIC reported the foreign
tax shown in box 7. or other appropriate description may be shown. For a corporation
employee stock ownership plan (ESOP). Report it as a dividend that had a reportable change in control or capital structure, this
on your Form 1040 or 1040-SR but treat it as a plan distribution, Boxes 9 and 10. Shows cash and noncash liquidation box may show the class of stock as C (common), P (preferred), or
not as investment income, for any other purpose. distributions. O (other).
Box 2a. Shows total capital gain distributions from a regulated Box 11. Shows exempt-interest dividends from a mutual fund or Box 1b. This box may be blank if box 5 is checked or if the
investment company (RIC) or real estate investment trust (REIT). other RIC paid to you during the calendar year. See the securities sold were acquired on a variety of dates. For short
See How To Report in the Instructions for Schedule D (Form 1040 Instructions for Forms 1040 and 1040-SR for where to report. This sales, the date shown is the date you acquired the security
or 1040-SR). But, if no amount is shown in boxes 2c and 2d and amount may be subject to backup withholding. See Box 4 above. delivered to close the short sale.
your only capital gains and losses are capital gain distributions, Box 12. Shows exempt-interest dividends subject to the
you may be able to report the amounts shown in box 2a on your Box 1c. Shows the trade date of the sale or exchange. For short
alternative minimum tax. This amount is included in box 11. See sales, the date shown is the date the security was delivered to
Form 1040 or 1040-SR rather than Schedule D. See the the Instructions for Form 6251.
Instructions for Forms 1040 and 1040-SR. close the short sale. For aggregate reporting in boxes 8 through
Boxes 13–15. State income tax withheld reporting boxes. 11, no entry will be present.
Box 2b. Shows the portion of the amount in box 2a that is
Nominees. If this form includes amounts belonging to another Box 1d. Shows the cash proceeds, reduced by any commissions
unrecaptured section 1250 gain from certain depreciable real or transfer taxes related to the sale, for transactions involving
property. See the Unrecaptured Section 1250 Gain Worksheet in person, you are considered a nominee recipient. You must file
Form 1099-DIV (with a Form 1096) with the IRS for each of the stocks, debt, commodities, forward contracts, non-Section 1256
the Instructions for Schedule D (Form 1040 or 1040-SR). option contracts, or securities futures contracts. May show the
other owners to show their share of the income, and you must
Box 2c. Shows the portion of the amount in box 2a that is section furnish a Form 1099-DIV to each. A spouse is not required to file proceeds from the disposition of your interest(s) in a widely held
1202 gain from certain small business stock that may be subject a nominee return to show amounts owned by the other spouse. fixed investment trust. May also show the aggregate amount of
to an exclusion. See the Schedule D (Form 1040 or 1040-SR) See the 2020 General Instructions for Certain Information cash and the fair market value of any stock or other property
instructions. Returns. received in a reportable change in control or capital structure
arising from the corporate transfer of property to a foreign
Box 2d. Shows 28% rate gain from sales or exchanges of Future developments. For the latest information about corporation. Losses on forward contracts or non-Section 1256
collectibles. If required, use this amount when completing the developments related to Form 1099-DIV and its instructions, such option contracts are shown in parentheses. This box does not
28% Rate Gain Worksheet in the Instructions for Schedule D as legislation enacted after they were published, go to include proceeds from regulated futures contracts or Section 1256
(Form 1040 or 1040-SR). www.irs.gov/Form1099DIV. option contracts. Report this amount on Form 8949 or on
Box 3. Shows a return of capital. To the extent of your cost (or Form 1099-B Schedule D (Form 1040 or 1040-SR) (whichever is applicable) as
other basis) in the stock, the distribution reduces your basis and is explained in the Instructions for Schedule D (Form 1040 or
Brokers and barter exchanges must report proceeds from (and in
not taxable. Any amount received in excess of your basis is 1040-SR).
some cases, basis for) transactions to you and the IRS on Form
taxable to you as capital gain. See Pub. 550.
1099-B. Reporting is also required when your broker knows or Box 1e. Shows the cost or other basis of securities sold. If the
Box 4. Shows backup withholding. A payer must backup withhold has reason to know that a corporation in which you own stock has securities were acquired through the exercise of a
on certain payments if you did not give your TIN to the payer. See had a reportable change in control or capital structure. You may noncompensatory option granted or acquired on or after January
Form W-9, Request for Taxpayer Identification Number and be required to recognize gain from the receipt of cash, stock, or 1, 2014, the basis has been adjusted to reflect your option
Certification, for information on backup withholding. Include this other property that was exchanged for the corporation's stock. If premium. If the securities were acquired through the exercise of a
amount on your income tax return as tax withheld. your broker reported this type of transaction to you, the noncompensatory option granted or acquired before January 1,
corporation is identified in box 1a. 2014, your broker is permitted, but not required, to adjust the
basis to reflect your option premium. If the securities were
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acquired through the exercise of a compensatory option, the basis backup withhold if you did not furnish your TIN to the payer. See Box 10. Shows the unrealized profit or (loss) on open contracts
has not been adjusted to include any amount related to the option Form W-9 for information on backup withholding. Include this held in your account on December 31, 2020. These are
that was reported to you on a Form W-2. If box 5 is checked, box amount on your income tax return as tax withheld. considered closed out as of that date. This will become an
1e may be blank. See the Instructions for Form 8949, the Box 5. If checked, the securities sold were noncovered securities adjustment reported as unrealized profit or (loss) on open
Instructions for Schedule D, (Form 1040 or 1040-SR), or Pub. 550 and boxes 1b, 1e, 1f, 1g, and 2 may be blank. Generally, a contracts — 12/31/2020 in 2021.
for details. noncovered security means: stock purchased before 2011, stock Box 11. Boxes 8, 9, and 10 are all used to figure the aggregate
Box 1f. Shows the amount of accrued market discount. For in most mutual funds purchased before 2012, stock purchased in profit or (loss) on regulated futures, foreign currency, or Section
details on market discount, see the Schedule D (Form 1040 or or transferred to a dividend reinvestment plan before 2012, debt 1256 option contracts for the year. Include this amount on your
1040-SR) instructions, the Instructions for Form 8949, and Pub. acquired before 2014, options granted or acquired before 2014, 2020 Form 6781.
550. If box 5 is checked, box 1f may be blank. and securities futures contracts entered into before 2014. Box 12. If checked, the basis in box 1e has been reported to the
Box 1g. Shows the amount of nondeductible loss in a wash sale Box 6. If the exercise of a noncompensatory option resulted in a IRS and either the short-term or the long-term gain or loss box in
transaction. For details on wash sales, see the Schedule D (Form sale of a security, a checked “net proceeds” box indicates box 2 will be checked. If box 12 is checked on Form(s) 1099-B
1040 or 1040-SR) instructions, the Instructions for Form 8949, whether the amount in box 1d was adjusted for option premium. and NO adjustment is required, see the instructions for your
and Pub. 550. If box 5 is checked, box 1g may be blank. Box 7. If checked, you cannot take a loss on your tax return Schedule D (Form 1040 or 1040-SR) as you may be able to
Box 2. The short-term and long-term boxes pertain to short-term based on gross proceeds from a reportable change in control or report your transaction directly on Schedule D (Form 1040 or
gain or loss and long-term gain or loss. If the "Ordinary" box is capital structure reported in box 1d. See the Form 8949 and 1040-SR). If the "Ordinary" box in box 2 is checked, an
checked, your security may be subject to special rules. For Schedule D (Form 1040 or 1040-SR) instructions. The broker adjustment may be required.
example, gain on a contingent payment debt instrument subject to should advise you of any losses on a separate statement. Box 13. Shows the cash you received, the fair market value of
the noncontingent bond method generally is treated as ordinary Regulated Futures Contracts, Foreign Currency Contracts, any property or services you received, and the fair market value
interest income rather than as capital gain. See the Instructions and Section 1256 Option Contracts (Boxes 8 Through 11) of any trade credits or scrip credited to your account by a barter
for Form 8949, Pub. 550, or Pub. 1212 for more details on exchange. See Pub. 525.
whether there are any special rules or adjustments that might Box 8. Shows the profit or (loss) realized on regulated futures,
foreign currency, or Section 1256 option contracts closed during Boxes 14—16. Show state(s)/local income tax information.
apply to your security. If box 5 is checked, box 2 may be blank.
2020. Future developments. For the latest information about any
Box 3. If checked, proceeds are from a transaction involving developments related to Form 1099-B and its instructions, such
collectibles or from a Qualified Opportunity Fund (QOF). Box 9. Shows any year-end adjustment to the profit or (loss)
shown in box 8 due to open contracts on December 31, 2019. as legislation enacted after they were published, go to
Box 4. Shows backup withholding. Generally, a payer must www.irs.gov/Form1099B.

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NICHOLAS FUSARO

721 17TH STREET APT 301

201 Progress Parkway

Your 2020 Consolidated 1099 Tax Statement Page 1 of 11

FIGURES ARE FINAL

201 Progress Parkway

Account Holder(s) Payer's Identification Number:

201 Progress Parkway

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

1099-DIV Dividends and Distributions - 2020 Statement for recipient

201 Progress Parkway

2020 CONSOLIDATED 1099 STATEMENT

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

201 Progress Parkway

2020 CONSOLIDATED 1099 STATEMENT

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

201 Progress Parkway

2020 CONSOLIDATED 1099 STATEMENT

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

Important Information Regarding Your Form 1099-B (continued)

201 Progress Parkway

SUMMARY OF INVESTMENT INCOME

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

2020 Amount 2020 Amount

201 Progress Parkway

SUMMARY OF INVESTMENT INCOME

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

2020 Amount 2020 Amount

201 Progress Parkway

SUMMARY OF INVESTMENT INCOME

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

Total Capital Gains (Box 2a on Form 1099-DIV): 1,942.90

03/17 AMERICAN CAP INC BUILDER A 140193103 3.64

03/27 AMERICAN GROWTH & INC PORT A 02630R203 0.05

201 Progress Parkway

2020 ADDITIONAL TAX INFORMATION

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

Foreign Source Income

AMERICAN GROWTH PORTFOLIO A 02630R781 $57.38 $57.38 $0.39 0.42000 $0.24

Total Foreign Source Income: $197.85

AMERICAN GROWTH PORTFOLIO A 02630R781 $57.38 1.05000% $0.60 0.00 0.00

201 Progress Parkway

2020 ADDITIONAL TAX INFORMATION

FIGURES ARE FINAL Information as of February 04, 2021

Edward Jones Account Number: Payer's Identification Number:

Potential State Tax Exclusions from Governmental Obligations

201 Progress Parkway