"1099 Summary ","Account ","Customer Name ","SSN/TIN ","DUPLICATE","DEMINIMIS","Correction Date","1099-DIV-1A Total Ordinary Dividends","1099-DIV-1B Qualified Dividends","1099-DIV-2E SECTION 897 ORDINARY DIVIDENDS","1099-DIV-5 Section 199A Dividends","1099-DIV-2A Total Capital Gain Distributions","1099-DIV-2B Unrecap. Sec 1250 Gain","1099-DIV-2C Section 1202 Gain","1099-DIV-2D Collectibles (28%) Gain","1099-DIV-2F SECTION 897 CAPITAL GAIN","1099-DIV-3 Nondividend Distributions","1099-DIV-4 Federal Income Tax Withheld","1099-DIV-6 Investment Expenses","1099-DIV-7 Foreign Tax Paid","1099-DIV-8 Foreign Country or U.S. Possession","1099-DIV-9 Cash Liquidation Distributions","1099-DIV-10 Non-Cash Liquidation Distributions","1099-DIV-12 Exempt Interest Dividends","1099-DIV-13 Specified Private Activity Bond Interest Dividends","1099-DIV-14 State","1099-DIV-15 State Identification No.","1099-DIV-16 State Tax Withheld","1099-INT-1 Interest Income","1099-INT-2 Early Withdrawal Penalty","1099-INT-3 Interest on U.S. Savings Bonds and Treas. Obligations","1099-INT-4 Federal Income Tax Withheld","1099-INT-5 Investment Expenses","1099-INT-6 Foreign Tax Paid","1099-INT-7 Foreign Country or U.S. Possession","1099-INT-8 Tax-Exempt Interest","1099-INT-9 Specified Private Activity Bond Interest","1099-INT-10 Market Discount","1099-INT-11 Bond Premium","1099-INT-12 Bond premium on U.S. Treasury Obligations","1099-INT-13 Bond Premium on Tax-Exempt Bond","1099-INT-14 Tax-Exempt Bond CUSIP No.","1099-INT-15 State","1099-INT-16 State Identification No.","1099-INT-17 State Tax Withheld","1099-MISC-2 Royalties","1099-MISC-3 Other Income","1099-MISC-4 Federal Income Tax Withheld","1099-MISC-8 Substitute Payments In Lieu of Dividends and Interest","1099-MISC-16 State Tax Withheld","1099-MISC-17 State/Payer's State No.","1099-MISC-18 State Income","1099-B-Total Proceeds","1099-B-Total Cost Basis","1099-B-Total Market Discount","1099-B-Total Wash Sales","1099-B-Realized Gain/Loss","1099-B-Federal Income Tax Withheld","1099-OID-Total Original Issue Discount","1099-OID-Total Original Issue Discount On U.S. Treas. Obligations","1099-OID-Tax-Exempt OID","1099-OID Total Original Issue Discount - REMIC"
"1099-B-Detail ","Account ","Customer Name ","SSN/TIN ","DUPLICATE","DEMINIMIS","CUSIP","Correction Date","1099-B-1a Description of property Stock or Other symbol CUSIP ","Action","Quantity","1099-B-1b Date Acquired","1099-B-1c Date Sold or Disposed","1099-B-1d Proceeds","1099-B-1e Cost or Other Basis","1099-B-1f Accrued Market Discount","1099-B-1g-Wash sale loss Disallowed","Gain(+)","Loss(-)","1099-B-4 Federal Income Tax Withheld","1099-B-14 State 1099-B-16 State tax withheld","Term","Covered/Noncovered","1099-B-7 Loss Based on amount in 1d is not allowed","1099-B-2 All or a portion of gain or loss may be Ordinary","1099-B-3 Qualified Opportunity Fund"
"1099-B-Subtotal-by-CUSIP ","Account ","Customer Name ","SSN/TIN ","DUPLICATE","DEMINIMIS","CUSIP"," ","1099-B-1a Description of property Stock or Other symbol CUSIP "," "," "," "," ","1099-B-1d Proceeds","1099-B-1e Cost or Other Basis","1099-B-1f Accrued Market Discount","1099-B-1g-Wash sale loss Disallowed","Gain(+)","Loss(-)","1099-B-4 Federal Income Tax Withheld"," ","Term","Covered/Noncovered"
"1099-B-Total-by-section ","Account ","Customer Name ","SSN/TIN ","DUPLICATE","DEMINIMIS"," "," "," "," "," "," "," ","1099-B-1d Proceeds","1099-B-1e Cost or Other Basis","1099-B-1f Accrued Market Discount","1099-B-1g-Wash sale loss Disallowed","Realized Gain ","Realized Loss ","1099-B-4 Federal Income Tax Withheld"," ","Term","Covered/Noncovered"
"1099 Summary ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," "," "," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," "," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," ",=" "," 0000000000000000.00"," 0000000000000006.66"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," "," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00",=" "," ",=" "," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," "," 0000000000000000.00"," 0000000000061868.35"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000061868.35"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000028.000000","03/04/25 ","03/05/25 "," 0000000000004464.81"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000004464.81"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000062.000000","03/04/25 ","03/07/25 "," 0000000000009368.55"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000009368.55"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000010.000000","09/15/25 ","09/16/25 "," 0000000000003084.01"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000003084.01"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000011.000000","09/16/25 ","09/17/25 "," 0000000000003292.26"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000003292.26"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000011.000000","09/17/25 ","09/18/25 "," 0000000000003283.97"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000003283.97"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000023.000000","09/15/25 ","09/19/25 "," 0000000000006957.60"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000006957.60"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000022.000000","09/16/25 ","09/19/25 "," 0000000000006655.10"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000006655.10"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000022.000000","09/17/25 ","09/19/25 "," 0000000000006655.09"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000006655.09"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000018.000000","09/19/25 ","09/23/25 "," 0000000000005645.75"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000005645.75"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Detail ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 ","SALE ","+000000000041.000000","09/19/25 ","09/24/25 "," 0000000000012461.21"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000012461.21"," 0000000000000000.00"," 0000000000000000.00"," 0.00 ","SHORT TERM ","NONCOVERED "," "," "," "
"1099-B-Subtotal-by-CUSIP ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",="68389X105"," ","ORACLE CORP ORCL 68389X105 "," "," "," "," "," 0000000000061868.35"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000061868.35"," 0000000000000000.00"," 0000000000000000.00"," ","SHORT TERM ","NONCOVERED "
"1099-B-Total-by-section ",="Z26078000",="MICHAEL DOMBAUGH ","XXXXX0639"," "," ",=" "," "," "," "," "," "," "," 0000000000061868.35"," 0000000000000000.00"," 0000000000000000.00"," 0000000000000000.00"," 0000000000061868.35"," 0000000000000000.00"," 0000000000000000.00"," ","SHORT TERM ","NONCOVERED "