Investor Center> Year-End Summary Statement

Year-End Summary Statement

Tax planning and preparation are simplified with your comprehensive year-end summary statement, which includes the following sections:

• Capital Gains Summary
Provides a snapshot of your realized and unrealized gains/losses.

• Detailed Income Summary
Itemizes dividends, interest, and other distributions paid throughout the year.

• Investment Activity Details
Includes securities purchases and sales, reinvestments, principal payments, etc.

• Realized Gains/(Losses)
Lists short-term and long-term "sold/closed positions" separately.

• Cash Management Activity
Recaps checking, web bill payment, and Visa® Gold debit card activity by expense category.


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