ELISABETH A ASIRIFI

2159 BAILEY AVE

SALEM VA 24153-6034
 edwardjones.com

201 Progress Parkway

Maryland Heights, MO 63043-3042

Page 1 of 5
January 07, 2024
Account # 250-28854-1-7
ELISABETH A ASIRIFI ELISABETH A ASIRIFI
2159 BAILEY AVE 2159 BAILEY AVE
SALEM VA 24153-6034

Financial Advisor:
JIM LAUB
Phone: (540) 375-7900

Re: Official tax document — What is my income?

The 1099 forms included in this document are the official records of income reported to the IRS and should be used to prepare your tax return. Information provided in the
supplemental sections is not sent to the IRS. This document may not match your December statement due to reclassifications of income occurring after year end.

Notice of Edward Jones Form Changes for 2023

Section 897 gain attributable to the disposition of U.S. Real Property Interests is provided on Form 1099-DIV Boxes 2e and 2f, which only apply to foreign persons and entities
whose income maintains its character when passed through or distributed to its direct or indirect foreign owners or beneficiaries. It is generally treated as effectively connected to a
trade or business within the United States. See the instructions for your tax return. Note, the amounts will not import into tax preparation software. Also, refer to Instructions to
Recipients at the end of this document for more information. Please consult a tax professional regarding your situation.

Additional Tax Information

An Additional Tax Information section may be included in this document. It provides information about potential adjustments to income on your state tax return and the amount of
foreign source income received.

Separate consolidated statements for each account

This document includes information only for the Edward Jones account number listed above.

Online resources
Answers to common questions, guides and tax reporting information can be found at www.edwardjones.com/taxcenter.
Online Access features
• View, print and download your tax forms any time after they are generated.
• Share your tax forms securely with your tax professional from the Documents screen. To get started, select the forms to share and click “Share with Third Party.”
• Import your Figures are Final or Revised Final Figures Consolidated 1099 and Form 1099-R tax data into Turbo Tax®, H&R Block® or other tax preparation software.

Visit www.edwardjones.com/access to learn more about these services. Restrictions may apply.

Ask your branch to share your tax forms securely

At your request, your Edward Jones branch team can share your tax forms securely with your tax professional.
 edwardjones.com

201 Progress Parkway

Maryland Heights, MO 63043-3042

Turbo Tax® or other tax preparation software

You can import your Edward Jones tax information from within Turbo Tax® or H&R Block® using the software’s import feature. Instructions for manually entering certain items of
supplemental information are available at www.edwardjones.com/turbotax. Download options for other tax preparation software also are available via Online Access. Edward Jones
does not provide support for tax preparation software. Please contact the software provider for assistance.

Investment Advisory Program fees

If you paid account management fees to Edward Jones in 2023, you may be able to deduct those fees from income on your state income tax return. The amount of fees you paid is
not included with this document. These fees are included in your fees total noted on your December statement. Please consult your tax professional.

Notice of De Minimis Safe Harbor for corrected forms

If there are changes to your tax form in an amount of no more than $100 (or $25 in the case of tax withheld), Edward Jones is not required to correct your tax form. To receive
corrected forms for all changes regardless of the dollar amount, you must make an election by calling us at 800-282-0829.

Notice of tax information for California residents

Edward Jones is required to report to California residents income earned on non-California state bonds and proceeds from broker exchange transactions reported on Form 1099-B.
If you are a resident of California and received either of these types of income during 2023, we report this information to you, the IRS and the California Franchise Tax Board.
Questions?
• Preparing your tax return: Contact your tax professional, call the IRS at 800-829-1040 or visit the IRS website (www.irs.gov). Edward Jones does not provide tax advice.
• Using Turbo Tax® or H&R Block at Home™ software: Contact Turbo Tax® or H&R Block at Home™ customer support. Edward Jones does not provide support for tax
preparation software.
• Understanding this tax document: Call Edward Jones at 800-282-0829. Associates are available Monday – Friday, 8:30 a.m. to 5:30 p.m. CT.
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.
 edwardjones.com

201 Progress Parkway

Maryland Heights, MO 63043-3042

2023 CONSOLIDATED 1099 STATEMENT

Recipient's Name:
ELISABETH A ASIRIFI
(Includes 1099-INT, 1099-DIV) Page 3 of 5

FIGURES ARE FINAL Information as of January 07, 2024

Edward Jones Account Number: Payer's Identification Number:

250-28854-1-7 43-1591643
Recipient's Identification Number:
***-**-8984

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-INT Interest Income - 2023 Statement for recipient (Copy B) 1099-DIV Dividends and Distributions - 2023 Statement for recipient
(OMB NO. 1545-0112) (Copy B )(OMB NO. 1545-0110)
Box 1 Interest Income 3.16 Box 1a Total Ordinary Dividends 99.75
Box 2 Early Withdrawal Penalty 0.00 Box 1b Qualified Dividends 99.75
Box 3 Interest on U.S. Savings Bonds and Treasury Obligations 0.00 Box 2a Total Capital Gain Distributions 0.00
Box 4 Federal Income Tax Withheld 0.00 Box 2b Unrecap. Sec. 1250 Gain 0.00
Box 5 Investment Expenses 0.00 Box 2c Section 1202 Gain 0.00
Box 6 Foreign Tax Paid 0.00 Box 2d Collectibles (28%) Gain 0.00
Box 7 Foreign country or U.S. possession Box 2e Section 897 ordinary dividends 0.00
Box 8 Tax-Exempt Interest 0.00 Box 2f Section 897 capital gain 0.00
Box 9 Specified Private Activity Bond Interest 0.00 Box 3 Nondividend Distributions 0.00
Box 10 Market Discount 0.00 Box 4 Federal Income Tax Withheld 0.00
Box 11 Bond Premium 0.00 Box 5 Section 199A Dividends 0.00
Box 12 Bond Premium on Treasury Obligations 0.00 Box 6 Investment Expenses 0.00
Box 13 Bond Premium on Tax-Exempt Bond 0.00 Box 7 Foreign Tax Paid 0.00
Box 14 Tax-Exempt and Tax Credit Bond CUSIP no. Box 8 Foreign Country or U.S.Possesion
Box 9 Cash Liquidation Distributions 0.00
Box 10 Noncash Liquidation Distributions 0.00
Box 12 Exempt-Interest Dividends 0.00
Box 13 Specified Private Activity Bond Interest Dividends 0.00
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201 Progress Parkway

Maryland Heights, MO 63043-3042

SUMMARY OF INVESTMENT INCOME

Recipient's Name:
ELISABETH A ASIRIFI Page 4 of 5

FIGURES ARE FINAL Information as of January 07, 2024

Edward Jones Account Number: Payer's Identification Number:

250-28854-1-7 43-1591643

This is not a Form 1099. It is a summary of the income you received in your account during 2023. 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.

2023 Amount
Date Description CUSIP in 2023
Interest Income - Taxable
02/21 INTEREST ON CREDIT BALANCE 006990105 0.05
03/21 INTEREST ON CREDIT BALANCE 006990105 0.28
04/21 INTEREST ON CREDIT BALANCE 006990105 0.31
05/22 INTEREST ON CREDIT BALANCE 006990105 0.30
06/21 INTEREST ON CREDIT BALANCE 006990105 0.31
07/21 INTEREST ON CREDIT BALANCE 006990105 0.30
08/21 INTEREST ON CREDIT BALANCE 006990105 0.31
09/21 INTEREST ON CREDIT BALANCE 006990105 0.31
10/23 INTEREST ON CREDIT BALANCE 006990105 0.30
11/21 INTEREST ON CREDIT BALANCE 006990105 0.31
12/29 INTEREST ON CREDIT BALANCE 006990105 0.38
Total Taxable Interest (BOX 1 1099-INT) 3.16

Dividend Income - Taxable

02/16 APPLE INC 037833100 24.15
05/18 APPLE INC 037833100 25.20
08/17 APPLE INC 037833100 25.20
11/16 APPLE INC 037833100 25.20
Total Qualified Dividends (Box 1b 1099-DIV) 99.75

Total Ordinary Dividends (Box 1a on Form 1099-DIV): 99.75

 edwardjones.com

201 Progress Parkway

Maryland Heights, MO 63043-3042

SUMMARY OF INVESTMENT INCOME

Recipient's Name:
ELISABETH A ASIRIFI Page 5 of 5

FIGURES ARE FINAL Information as of January 07, 2024

Edward Jones Account Number: Payer's Identification Number:

250-28854-1-7 43-1591643

Thank you for doing business with Edward Jones. This is the end of your 2023 tax reporting information. If you have any questions concerning any matter,
especially errors or omissions, contact your branch team at 540-375-7900 immediately or contact us at 1-800-282-0829.
 edwardjones.com

201 Progress Parkway

Maryland Heights, MO 63043-3042
Instructions to Recipients
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.
FATCA filing requirement. If the FATCA filing requirement box is checked, the payer is reporting on this Form 1099 to satisfy its chapter 4 account reporting requirement. You also may have a filing
requirement. See the instructions for Form 8938.
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.
Form 1099-INT Box 6. Shows foreign tax paid. You may be able to claim this tax accordance with Regulations section 1.6045-1(n)(5) that you did
The information provided may be different for covered and as a deduction or a credit on your Form 1040 or 1040-SR. See not want to amortize bond premium under section 171. If an
noncovered securities. For a description of covered securities, your tax return instructions. amount is reported in this box, see the Instructions for Schedule B
see the Instructions for Form 8949. For a taxable covered security Box 7. Shows the country or U.S. possession to which the foreign (Form 1040) to determine the net amount of interest includible in
acquired at a premium, unless you notified the payer in writing in tax was paid. income on Form 1040 or 1040-SR with respect to the U.S.
accordance with Regulations section 1.6045-1(n)(5) that you did Treasury obligation. If an amount is not reported in this box for a
Box 8. Shows tax-exempt interest paid to you during the calendar U.S. Treasury obligation that is a covered security acquired at a
not want to amortize the premium under section 171, or for a year by the payer. See how to report this amount in the
tax-exempt covered security acquired at a premium, your payer premium and the payer is reporting premium amortization, the
Instructions for Form 1040. This amount may be subject to payer has reported a net amount of interest in box 3. If the
must generally report either (1) a net amount of interest that backup withholding. See Box 4 above. See the instructions above
reflects the offset of the amount of interest paid to you by the amount in box 12 is greater than the amount of interest paid on
for a tax-exempt covered security acquired at a premium. the U.S. Treasury obligation, see Regulations section
amount of premium amortization allocable to the payment(s), or
(2) a gross amount for both the interest paid to you and the Box 9. Shows tax-exempt interest subject to the alternative 1.171-2(a)(4).
premium amortization allocable to the payment(s). If you did notify minimum tax. This amount is included in box 8. See the Box 13. For a tax-exempt covered security, shows the amount of
your payer that you did not want to amortize the premium on a Instructions for Form 6251. See the instructions above for a premium amortization allocable to the interest payment(s). If an
taxable covered security, then your payer will only report the tax-exempt covered security acquired at a premium. amount is reported in this box, see Pub. 550 to determine the net
gross amount of interest paid to you. For a noncovered security Box 10. For a taxable or tax-exempt covered security, if you amount of tax-exempt interest reportable on Form 1040 or
acquired at a premium, your payer is only required to report the made an election under section 1278(b) to include market 1040-SR. If an amount is not reported in this box for a tax-exempt
gross amount of interest paid to you. discount in income as it accrues and you notified your payer of covered security acquired at a premium, the payer has reported a
Box 1. Shows taxable interest paid to you during the calendar the election in writing in accordance with Regulations section net amount of interest in box 8 or 9, whichever is applicable. If the
year by the payer. This does not include interest shown in box 3. 1.6045-1(n)(5), shows the market discount that accrued on the amount in box 13 is greater than the amount of interest paid on
May also show the total amount of the credits from clean debt instrument during the year while held by you, unless it was the tax-exempt covered security, the excess is a nondeductible
renewable energy bonds, new clean renewable energy bonds, reported on Form 1099-OID. For a taxable or tax-exempt covered loss. See Regulations section 1.171-2(a)(4)(ii).
qualified energy conservation bonds, qualified zone academy security acquired on or after January 1, 2015, accrued market Box 14. Shows CUSIP number(s) for tax-exempt bond(s) on
bonds, qualified school construction bonds, and build America discount will be calculated on a constant yield basis unless you which tax-exempt interest was paid, or tax credit bond(s) on which
bonds that must be included in your interest income. These notified your payer in writing in accordance with Regulations taxable interest was paid or tax credit was allowed, to you during
amounts were treated as paid to you during the calendar year on section 1.6045-1(n)(5) that you did not want to make a constant the calendar year. If blank, no CUSIP number was issued for the
the credit allowance dates (March 15, June 15, September 15, yield election for market discount under section 1276(b). Report bond(s).
and December 15). For more information, see Form 8912. See the accrued market discount on your income tax return as
the instructions above for a taxable covered security acquired at a directed in the Instructions for Form 1040. Market discount on a Boxes 15-17. State tax withheld reporting boxes.
premium. tax-exempt security is includible in taxable income as interest Nominees. If this form includes amounts belonging to another
Box 2. Shows interest or principal forfeited because of early income. person(s), you are considered a nominee recipient. Complete a
withdrawal of time savings. You may deduct this amount to figure Box 11. For a taxable covered security (other than a U.S. Form 1099-INT for each of the other owners showing the income
your adjusted gross income on your income tax return. See the Treasury obligation), shows the amount of premium amortization allocable to each. File Copy A of the form with the IRS. Furnish
Instructions for Form 1040 to see where to take the deduction. allocable to the interest payment(s), unless you notified the payer Copy B to each owner. List yourself as the "payer" and the other
in writing in accordance with Regulations section 1.6045-1(n)(5) owner(s) as the "recipient." File Form(s) 1099-INT with Form 1096
Box 3. Shows interest on U.S. Savings Bonds, Treasury bills, with the Internal Revenue Service Center for your area. On Form
Treasury bonds, and Treasury notes. This may or may not all be that you did not want to amortize bond premium under section
171. If an amount is reported in this box, see the Instructions for 1096 list yourself as the "filer". A spouse is not required to file a
taxable. See Pub. 550. This interest is exempt from state and nominee return to show amounts owned by the other spouse.
local income taxes. This interest is not included in box 1. See the Schedule B (Form 1040) to determine the net amount of interest
instructions above for a taxable covered security acquired at a includible in income on Form 1040 or 1040-SR with respect to the Future developments. For the latest information about
premium. security. If an amount is not reported in this box for a taxable developments related to Form 1099-INT and its instructions, such
covered security acquired at a premium and the payer is reporting as legislation enacted after they were published, go to
Box 4. Shows backup withholding. Generally, a payer must premium amortization, the payer has reported a net amount of www.irs.gov/Form1099INT.
backup withhold if you did not furnish your TIN or you did not interest in box 1. If the amount in box 11 is greater than the
furnish the correct TIN to the payer. See Form W-9. Include this FreeFile. Go to www.irs.gov/FreeFile to see if you qualify for
amount of interest paid on the covered security, see Regulations no-cost online federal tax preparation, e-filing, and direct deposit
amount on your income tax return as tax withheld. section 1.171-2(a)(4). or payment options.
Box 5. Any amount shown is your share of investment expenses Box 12. For a U.S. Treasury obligation that is a covered security,
of a single-class REMIC. This amount is included in box 1. Note: shows the amount of premium amortization allocable to the Form 1099-DIV
This amount is not deductible. interest payment(s), unless you notified the payer in writing in Box 1a. Shows total ordinary dividends that are taxable. Include
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201 Progress Parkway

Maryland Heights, MO 63043-3042

this amount on the "Ordinary dividends" line of Form 1040 or Box 2e. Shows the portion of the amount in box 1a that is section Box 8. This box should be left blank if a RIC reported the foreign
1040-SR. Also, report it on Schedule B (Form 1040), if required. 897 gain attributable to disposition of U.S. real property interests tax shown in box 7.
Box 1b. Shows the portion of the amount in box 1a that may be (USRPI). Boxes 9 and 10. Show cash and noncash liquidation
eligible for reduced capital gains rates. See the Instructions for Box 2f. Shows the portion of the amount in box 2a that is section distributions.
Form 1040 for how to determine this amount and where to report. 897 gain attributable to disposition of USRPI. Box 11. If the FATCA filing requirement box is checked, the payer
The amount shown may be dividends a corporation paid directly Note: Boxes 2e and 2f apply only to foreign persons and entities is reporting on this Form 1099 to satisfy its account reporting
to you as a participant (or beneficiary of a participant) in an whose income maintains its character when passed through or requirement under chapter 4 of the Internal Revenue Code. You
employee stock ownership plan (ESOP). Report it as a dividend distributed to its direct or indirect foreign owners or beneficiaries. may also have a filing requirement. See the Instructions for Form
on your Form 1040 or 1040-SR but treat it as a plan distribution, It is generally treated as effectively connected to a trade or 8938.
not as investment income, for any other purpose. business within the United States. See the instructions for your Box 12. Shows exempt-interest dividends from a mutual fund or
Box 2a. Shows total capital gain distributions from a regulated tax return. other RIC paid to you during the calendar year. See the
investment company (RIC) or real estate investment trust (REIT). Box 3. Shows a return of capital. To the extent of your cost (or Instructions for Form 1040 for where to report. This amount may
See How To Report in the Instructions for Schedule D (Form other basis) in the stock, the distribution reduces your basis and is be subject to backup withholding. See Box 4 above.
1040). But, if no amount is shown in boxes 2b, 2c, 2d and 2f and not taxable. Any amount received in excess of your basis is Box 13. Shows exempt-interest dividends subject to the
your only capital gains and losses are capital gain distributions, taxable to you as capital gain. See Pub. 550. alternative minimum tax. This amount is included in box 12. See
you may be able to report the amounts shown in box 2a on your Box 4. Shows backup withholding. A payer must backup withhold the Instructions for Form 6251
Form 1040 or 1040-SR rather than Schedule D. See the on certain payments if you did not give your TIN to the payer. See Boxes 14–16. State income tax withheld reporting boxes.
Instructions for Form 1040 Form W-9, for information on backup withholding. Include this Nominees. If this form includes amounts belonging to another
Box 2b. Shows the portion of the amount in box 2a that is amount on your income tax return as tax withheld. person, you are considered a nominee recipient. You must file
unrecaptured section 1250 gain from certain depreciable real Box 5. Shows the portion of the amount in box 1a that may be Form 1099-DIV (with a Form 1096) with the IRS for each of the
property. See the Unrecaptured Section 1250 Gain Worksheet in eligible for the 20% qualified business income deduction under other owners to show their share of the income, and you must
the Instructions for Schedule D (Form 1040). section 199A. See the instructions for Form 8995 and Form furnish a Form 1099-DIV to each. A spouse is not required to file
Box 2c. Shows the portion of the amount in box 2a that is section 8995-A. a nominee return to show amounts owned by the other spouse.
1202 gain from certain small business stock that may be subject Box 6. Shows your share of expenses of a nonpublicly offered See the current General Instructions for Certain Information
to an exclusion. See the Schedule D (Form 1040) instructions. RIC, generally a nonpublicly offered mutual fund. This amount is Returns.
Box 2d. Shows the portion of the amount in box 2a that is 28% included in box 1a. Future developments. For the latest information about
rate gain from sales or exchanges of collectibles. If required, use Box 7. Shows the foreign tax that you may be able to claim as a developments related to Form 1099-DIV and its instructions, such
this amount when completing the 28% Rate Gain Worksheet in deduction or a credit on Form 1040 or 1040-SR. See the as legislation enacted after they were published, go to
the Instructions for Schedule D (Form 1040). Instructions for Form 1040. www.irs.gov/Form1099DIV.