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Legal Doc 1

This account statement from Charles Schwab covers the period from January 1, 2022, to March 31, 2022, for Cisco Systems (CSCO), showing a closing price of $55.76 and a cash balance of $18.11. There were no stock or cash transactions during this period. The document includes important terms and conditions regarding account management and tax advice.

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0% found this document useful (0 votes)
39 views3 pages

Legal Doc 1

This account statement from Charles Schwab covers the period from January 1, 2022, to March 31, 2022, for Cisco Systems (CSCO), showing a closing price of $55.76 and a cash balance of $18.11. There were no stock or cash transactions during this period. The document includes important terms and conditions regarding account management and tax advice.

Uploaded by

Gnanam1
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 3

Account Statement

charles
SCHWAB
Cisco Systems
For Period: 01/01/2022 -03/31/2022
csCo Closing Price on 03/31/2022 : $55.76
Retain For Tax Records

Go Paperlessl

Simplify your recordkeeping and protect yourself by AccOunt Summary: CSCO


ensuring that account
information is never left in a
mailbox or trash can.
Stock Summary:
Login toyour account at Closing Closing
and select the https:/ISchwab.com/gopaperless
paperless tab to subscribe. Opening Closing Share Price Value
0.0000 0.0000 $55.76 $O.00

Cash Summary:

$18.11 $18.11 $18.11


Total: 518.11

Page 1 of 3

U OBO 10
AN?
charles
SCHWAB

Terms and Conditions

AND KEY TERMS:


GENERAL INFORMATION rovide tax advice
in thisah' document refer to the
(or Loss): This information
is not a solicitation or a recommendation
Schwab does nOT P eelncure
references inod herein, capitalized terms have broker-dealer
All Galn
Charles Schwab & Co., Inc be helpful for investment and tax planning
strategles. Cost Basis uIsciosu
Unless otne the same however, Please view the
ive anv other communication from any sourcemeanings
other
as in your
Account aencourages you
to consult with your tax professional
is calculated
and hoW Seva
than Schwab which informatlon on how gain (or loss)
Ourporis to represent your hoialings you veny s
Content wth this statement. Securitles Statement for additional to the IRS.
products, and services are not avaliaoiE In du countries and are adjusted cost basis information
subject to country specific an error or
relating to you
discrepancy
If you find
restrictions
IN CASE
OF ERRORS OR DISCREPANCIES:
notify us promptly,
Dut
no ai
than an electronic fund transfer) you must r a t vwe

Cash: Any Free Credit Balance owed by US to you payable upon demand which, athouah accounter Drokerage activity (otherstatement is sent or made available to you. If this statement shows
thls
on out books of record, s not segregated and may be used in the conduct of this tnan 10 days after have not recelved, notiry Schwa
for firms business delivered security certificate(s) that you
have malled orYou (Outside the U.S., call
+1-602-355-3408.) Any ora
Fees and Charges: tis your responsibility, and not Schwabs, to verify the accuracy of al fes may call us at 800-654-2593.
immedlately.
should be reconfirmed in writing to further protect your
rights, including rignis
communications not so notify us, you agree nat
Latest Price/Prce (Investment Detail Section Only): The most recent price evaluation available on Securities Investor Protection Act (SIPA). If you do
underthe balance are correct for all purposes with respect
to those brokerage
the last business day of the statement period, normaly the last trade price or bid. Unpriced statement activity and Account
securities denote that no market evaluation upadate is currently available. Price evaluations are transactlons
statements, products or
obtained from outside parties. Schwab shall have no responsibility for the accuracy or timeliness of
COMPLAINT CONTACT INFORMATION: Complaints about Schwab
any such valuations. Pricing of assets not held at Schwab is for informational purposes only. Some services may be directed to 1-800-654-2593. For clients residing
outside of the U.S., call collect
securties, especialy thinly traded equitles in the OTC market or foreign markets, may not report the +1-602-355-3408. Please send any written the Client
complaints to Team, 211 Main St.,
Advocacy
most current price and are indicated as Staie Priced. For Limited Partnerships(LP) and Real Estate San Francisco, CA 94105, USA.
Investment Trust (REIT) securties, you may see thatthe valuereflected on your periodic statement Address Changes: It is your obligation to keep Schwab informed of any changes in your address
for this security is unpriced. FINRA rules require that certain LP and REIT securitles, that have not
been priced within 18 months, must show as unpriced on customer statements. Note that these telephone number or other contact information. If you fall to notify Schwab ofthose changes, you
securities are generally illiquid, the value of the securities will be different than its purchase price, may not recelve important notifications about your Account, and trading orother restrictions might be
applicable, that accurate valuation information may not be available. placed on your Account. For assistance, you may contact Schwabat 1-800-654-2593
Clents residing outside of the U.S. may call Schwab colect at 1-602-355-3408
transactions were effected by Schwab
DVidend Reinvestment Customers: Dividend reinvestment of Schwab dvidends, for which Securitiles Products and Services: Securtles products and services are offered by Charles
acting as a
principal for its own account, except for the reinvestment
information on these transactons Schwab& Co., Inc., Member SIPC. Securities products and services, including unswept intraday
an broker-dealer acted as the buying agent. Further
independent funds and net credit balances held In brokerage accounts are not deposits or other
obiligations of, or
will be furnished upon written request. guaranteed by, any bank, are not FDIC insured, and are subject to investment risk and may lose
alret
than
certain value. SIPC does not cover balances held at banks aflliated ith Schwab in the Bank
Non-Publicly Traded Securities: All assets shown on this statement, other Sweep and
nvestments which may be held bya third party, are held in your Account. Values of certaln Bank Sweep for Benefit Plans features
Non-Publicly Traded Securities may be furnished by a thi paThe ecurties Investor Additional Infomation: We are required by aw to report to the Internal Revenue
responsiblity for the accuracy or timeliness of such valuaioroets Securtles
Protection cost basis information (if applicable) Service adjusted
Products ana certain payments to you and credits to your Account during
calendar year. Retain this statement for the
Corporation (SIPC) does not cover many limited partnershpntt hwab&C., Inc., Member income tax purposes. schwab or an affillate acts
as the
Services: Securities Investment Advlsor, Transfer Agent, Shareholder
products and services are offereo
SIP Securties products and intraday funds
and net credh
balances
Funds and as Transactlon Servlo
service Agent
Agent for the Government Money
and Distributor for the Sweeo
held in brokerage accounts including uunsweptr
services, including
SEVIces, oblgations Cna
of
nk Guaranteed. is compensated by the Sweep Funds for
acting in eacn or
Fund. Schwab or an affiliate
are not guaranteed
depos The amount of such tnese capacities
compensation is disciosed in ne prospectus.
otherthan as Distributor
are subject to investment risk, are not FDIC insured, may the Bank Sweep feaure Additlonal information will
SIFC does not cover balances heid at Charles Schwab Bank in ue provided upon written request. A financial
statement ro
be
your nspection
offices or a copy will be mailed to you upon Wriien requESAy tnira is
available at Schwab's
herein are the property of the irrespective owners. party trademarks
appearina

(0518-8HBR)

G2018 Charles Schvrab &Co., Inc. All rights reserved. Member SIPC.

Page 2 of 3
charles
SCHWAB

Stock Transaction Summary: CSCO


Transaction Purchase/ Purchase Acquisition Subscriptio Shares Sale G ross
Date Activity Description Vest Date Price FMV FMV Price Proceeds
No stock transactions during this period

Cash Transaction Summary


Transaction Fee
Date Amount Description
No cash transactions during this period

Thls transaction occured In a prevous quarter and may Impact your cash or share balance
is necessary or aproprlate, please conaut a quaited lax avaor, CPA,
This nformation is not intended to be a substiute for spele ndividual ta,legalor investment planing advice. Where specifio advilce
Financlal Planner or Investment Manager.

G2018 Charies Schwab & Co, Inc. All RightsReserved Mermber SIPC (0518-8HBR) of 3
Page 3

029010
uh.:ta.d

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