EFTA00283303Set 9
2014-02-0716p7,340w
individualized tax advice. Schwab does not provide tax advice and We apply the IRS default method of Average Cost for your mutual funds and the
encourages you to consult with ... your tax professional to understand how the new default method of FIFO (First In, First Out)lo all other securities unless you inform us
reporting requirements will affect ... First Out) for all other securities. It is your responsibility to choose the the default methods described above. The following cost basis methods are offered
cost basis method appropriate
https://www.justice.gov/epstein/files/DataSet%209/EFTA00283303.pdf