Client Account Information is protected. Unauthorized access is prohibited.
For your protection, we remember the computers you normally use to access your account. To log on using a Private/Trusted computer, the computer must be registered through the confirmation process. If you select Public/Shared, you will need to have previously set-up your public profile after successfully logging in through a Private/Trusted Computer.
This information is furnished by the Charles Schwab Trust Company ("CSTC") as administrative trustee of the trust identified above, for use solely by the recipient whose name and address appear on page 1 of the trust statement. Pending transactions are not included in the Account Value. Market Prices of assets are obtained from outside parties. While CSTC believes they are reliable, it cannot guarantee their accuracy, completeness or timeliness. Realized Gain or (Loss), tax lots, and Cost Basis are reported in accordance with the method indicated. CSTC has provided accurate realized gain and loss information whenever possible for most investments. Cost Basis data may be incomplete or unavailable for some of your holdings. If all data for a given investment is not available, the investment will not be listed here. The information provided in the trust statement is not intended for tax reporting purposes and may not reflect all adjustments necessary for tax reporting purposes. The Gain/Loss Section(s) will not be provided to the IRS or to any other tax authorities. We recommend that all customers consult their investment and tax advisors prior to using this information. If you have questions about the trust statement or believe that it contains errors, please contact your Trust Account Administrator.