Wage and Income Transcript

This Product Contains Sensitive Taxpayer Data

Wage and Income Transcript

Request Date:	10-24-2023
Response Date:	10-24-2023
Tracking Number:	105110422290

SSN Provided:	219-19-2163
Tax Period Requested:	December, 2017

Form W-2 Wage and Tax Statement


Employer:
Employer Identification Number (EIN):232084784
COMCAST CC OF WILLOW GROVE
1701 JF KENNEDY BLVD 4
PHILADELPHIA, PA 19103-0000

Employee:
Employee's Social Security Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Wages, Tips and Other Compensation:	$214,530.00
Federal Income Tax Withheld:	$50,060.00
Social Security Wages:	$127,200.00
Social Security Tax Withheld:	$7,886.00
Medicare Wages and Tips:	$217,896.00
Medicare Tax Withheld:	$3,304.00
Social Security Tips:	$0.00
Allocated Tips:	$0.00
Dependent Care Benefits:	$0.00
Deferred Compensation:	$4,154.00
Code "Q" Nontaxable Combat Pay:	$0.00
Code "W" Employer Contributions to a Health Savings Account:	$0.00
Code "Y" Deferrals under a section 409A nonqualified Deferred Compensation plan:	$0.00
Code "Z" Income under section 409A on a nonqualified Deferred Compensation plan:	$0.00
Code "R" Employer's Contribution to MSA:	$0.00
Code "S" Employer's Contribution to Simple Account:	$0.00
Code "T" Expenses Incurred for Qualified Adoptions:	$0.00
Code "V" Income from exercise of non-statutory stock options:	$10,501.00
Code "AA" Designated Roth Contributions under a Section 401(k) Plan:	$0.00
Code "BB" Designated Roth Contributions under a Section 403(b) Plan:	$0.00
Code "DD" Cost of Employer-Sponsored Health Coverage:	$17,875.00
Code "EE" Designated ROTH Contributions Under a Governmental Section 457(b) Plan:	$0.00
Code "FF" Permitted benefits under a qualified small employer health reimbursement arrangement:	$0.00
Third Party Sick Pay Indicator:	Unanswered
Retirement Plan Indicator:	Yes - retirement plan
Statutory Employee:	Not Statutory Employee
W2 Submission Type:	Original
W2 WHC SSN Validation Code:	Correct SSN

Form 3922: Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)


Corporation:
Corporation's Federal Identification Number (FIN):270000798
COMCAST CORPORATION
1701 JFK BOULEVARD
PHILADELPHIA, PA 19103-0000

Employee:
Employee's Identification Number: 219-19-2163
LERMER MICHAEL SCOTT
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	HQI0C772G8
Exercise Price per Share:	$32.00
Fair Market Value per Share on Exercise Date:	$40.00
Fair Market Value per Share on Grant Date:	$37.00
Exercise price per share determined as if the option was exercised on the date shown in box 1:	$32.00
Date Option Exercised:	12-29-2017
Date Option Granted:	10-02-2017
Number of Shares Transferred:	0000000000038
Date Legal Title Transferred:	12-29-2017

Form 5498 SA


Trustee:
Trustee's Federal Identification Number (FIN):941687665
BANK OF AMERICA N.A.
C/O HEALTH ACCOUNT SERVICES
PO BOX 2203
FARGO, ND 58108-0000

Participant:
Participant's Identification Number: 219-19-2163
MICHAEL LERMER
16081 VIA SOLERA CIR APT 104 104
FORT MYERS, FL 33908-3776

Submission Type:	Original document
Account Number (Optional):	K6301000000067399976
MSA Contributions:	$0.00
Current Contributions:	$0.00
Future Contributions:	$0.00
Rollover MSA Contributions:	$0.00
MSA Fair Market Value:	$377.00
HSA Indicator:	HSA Box Checked
Archer MSA Indicator:	Archer MSA Box Not Checked
MA MSA Indicator:	Not Checked

Form 5498 Individual Retirement Arrangement Contribution Information


Trustee:
Trustee/Issuer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Participant:
Participant's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	L220486894001
IRA Contributions:	$1,000.00
Rollover Contributions:	$0.00
Roth Conversion Amount:	$0.00
Recharacterized Contributions:	$0.00
Fair Market Value of Account:	$1,229.00
Life Insurance Cost Included in Box 1:	$0.00
SEP Code:	Not Checked
IRA Code:	Checked
Simple Code:	Not Checked
Roth IRA Code:	Not Checked
RMD For Subsequent Year:	RMD box not checked
RMD Date:	00-00-0000
Year:
Postponed Contribution Code:
Repayments Code:
Fair Market Value of certain specified assets:	N/A
SEP Contributions:	$0.00
SIMPLE Contributions:	$0.00
Roth IRA Contributions:	$0.00
Required Minimum Distribution Amount:	$0.00
Postponed Contributions:	$0.00
Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:	$0.00
Fair Market Value of Certain Specified Assets:	$0.00

Form 5498 Individual Retirement Arrangement Contribution Information


Trustee:
Trustee/Issuer's Federal Identification Number (FIN):472412638
CAPITAL ONE INVESTING
P O BOX 259008
PLANO, TX 75025-9967

Participant:
Participant's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	0002481744
IRA Contributions:	$0.00
Rollover Contributions:	$0.00
Roth Conversion Amount:	$0.00
Recharacterized Contributions:	$0.00
Fair Market Value of Account:	$88.00
Life Insurance Cost Included in Box 1:	$0.00
SEP Code:	Not Checked
IRA Code:	Checked
Simple Code:	Not Checked
Roth IRA Code:	Not Checked
RMD For Subsequent Year:	RMD box not checked
RMD Date:	00-00-0000
Year:
Postponed Contribution Code:
Repayments Code:
Fair Market Value of certain specified assets:	N/A
SEP Contributions:	$0.00
SIMPLE Contributions:	$0.00
Roth IRA Contributions:	$0.00
Required Minimum Distribution Amount:	$0.00
Postponed Contributions:	$0.00
Repayment of a qualified reservist distribution or federally designated disaster withdrawal repayment:	$0.00
Fair Market Value of Certain Specified Assets:	$0.00

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):030488315
HIGH-YIELD BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	AADO0202400035678097
Date Sold or Disposed:	03-06-2017
CUSIP Number:	411511553
Gross Proceeds:	Net Proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$64.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$63.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	SHARES REDEEMED -ACH
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):030488315
HIGH-YIELD BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	ABDO0202400035678097
Date Sold or Disposed:	03-06-2017
CUSIP Number:	411511553
Gross Proceeds:	Net Proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$235.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$231.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	SHARES REDEEMED -ACH
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):030488315
HIGH-YIELD BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	ACDO0202400035678097
Date Sold or Disposed:	12-28-2017
CUSIP Number:	411511553
Gross Proceeds:	Net Proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$4.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$4.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	SHARES REDEEMED -ACH
Second Notice Indicator:
Date Acquired:	12-27-2016
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):030488315
HIGH-YIELD BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	ADDO0202400035678097
Date Sold or Disposed:	12-28-2017
CUSIP Number:	411511553
Gross Proceeds:	Net Proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$395.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$400.00
Wash Sale Loss Disallowed:	$1.00
Accrued Market Discount Amount:	$0.00
Description:	SHARES REDEEMED -ACH
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GQQZYU98YQ
Date Sold or Disposed:	01-03-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$1,441.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$1,007.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	12-31-2015
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GRS0BXOCRI
Date Sold or Disposed:	02-01-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$25.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$16.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	12-31-2015
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GRS0BXOCSL
Date Sold or Disposed:	02-01-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$29.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GRS0BXOCT1
Date Sold or Disposed:	02-01-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$1,430.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GSY33UF4BU
Date Sold or Disposed:	03-06-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$54.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GSY33UF8TQ
Date Sold or Disposed:	03-06-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$858.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GXZ5EQECKR
Date Sold or Disposed:	07-26-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$1,171.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$709.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	03-31-2016
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GZYK32Z0LC
Date Sold or Disposed:	09-20-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$1,929.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GZYK32Z004
Date Sold or Disposed:	09-20-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$850.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$599.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	06-30-2016
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GZYK32Z01B
Date Sold or Disposed:	09-20-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$18.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GZ57WG22MT
Date Sold or Disposed:	08-28-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$1,495.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$886.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	03-31-2016
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121GZ57WG22O9
Date Sold or Disposed:	08-28-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$898.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$592.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	06-30-2016
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H0DXQZ0VYH
Date Sold or Disposed:	10-02-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$436.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$323.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	09-30-2016
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H0DXQZ0VZT
Date Sold or Disposed:	10-02-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$11.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H0DXQZ0W0R
Date Sold or Disposed:	10-02-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$673.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H1HJT896TI
Date Sold or Disposed:	11-02-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$483.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H1HJT898SO
Date Sold or Disposed:	11-02-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$1,073.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H1MNHZTM55
Date Sold or Disposed:	11-06-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$33.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H2IKNTE79M
Date Sold or Disposed:	12-01-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$2,715.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$1,775.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	12-01-2017
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H2VBH4MPWD
Date Sold or Disposed:	12-11-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$2,658.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H20VS0PRON
Date Sold or Disposed:	11-17-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$2,169.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H29KP49KN1
Date Sold or Disposed:	11-24-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$1,601.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$0.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Noncovered Security Basis not reported to IRS
Type of Gain or Loss Code:
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is not being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	BX78227121H30TIZV7AQ
Date Sold or Disposed:	12-15-2017
CUSIP Number:	20030N101
Gross Proceeds:	Gross proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$4,862.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$3,685.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	COMCAST CORP NEW CL A
Second Notice Indicator:
Date Acquired:	12-15-2017
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):341570861
BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	AADO0201400035678097
Date Sold or Disposed:	03-06-2017
CUSIP Number:	411511108
Gross Proceeds:	Net Proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$58.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$60.00
Wash Sale Loss Disallowed:	$1.00
Accrued Market Discount Amount:	$0.00
Description:	SHARES REDEEMED -ACH
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):341570861
BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	ABDO0201400035678097
Date Sold or Disposed:	03-06-2017
CUSIP Number:	411511108
Gross Proceeds:	Net Proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$241.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$247.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	SHARES REDEEMED -ACH
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):341570861
BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	ACDO0201400035678097
Date Sold or Disposed:	12-28-2017
CUSIP Number:	411511108
Gross Proceeds:	Net Proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$80.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$81.00
Wash Sale Loss Disallowed:	$1.00
Accrued Market Discount Amount:	$0.00
Description:	SHARES REDEEMED -ACH
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):341570861
BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	ADDO0201400035678097
Date Sold or Disposed:	12-28-2017
CUSIP Number:	411511108
Gross Proceeds:	Net Proceeds
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$319.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$325.00
Wash Sale Loss Disallowed:	$1.00
Accrued Market Discount Amount:	$0.00
Description:	SHARES REDEEMED -ACH
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9606
Date Sold or Disposed:	10-03-2017
CUSIP Number:	922908553
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$18.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$19.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD REIT INDEX ETF VNQ
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9607
Date Sold or Disposed:	08-23-2017
CUSIP Number:	464287457
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$9.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$9.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	ISHARES 1-3 YEAR TREASURY BOND
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9608
Date Sold or Disposed:	10-03-2017
CUSIP Number:	921943858
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$80.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$77.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD FTSE DEVELOPED MARKET
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9609
Date Sold or Disposed:	10-03-2017
CUSIP Number:	922908363
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$190.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$184.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD S&P 500 ETF VOO
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9610
Date Sold or Disposed:	10-03-2017
CUSIP Number:	464287457
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$14.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$15.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	ISHARES 1-3 YEAR TREASURY BOND
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9611
Date Sold or Disposed:	09-18-2017
CUSIP Number:	922042858
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$55.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$52.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD EMERGING MARKETS ETF
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9612
Date Sold or Disposed:	08-23-2017
CUSIP Number:	922042858
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$32.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$28.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD EMERGING MARKETS ETF
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9613
Date Sold or Disposed:	08-23-2017
CUSIP Number:	922908751
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$23.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$20.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD SMALL CAP ETF VB
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9614
Date Sold or Disposed:	10-03-2017
CUSIP Number:	922908553
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$21.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$21.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD REIT INDEX ETF VNQ
Second Notice Indicator:
Date Acquired:	08-22-2017
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9615
Date Sold or Disposed:	08-23-2017
CUSIP Number:	922908553
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$25.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$25.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD REIT INDEX ETF VNQ
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9616
Date Sold or Disposed:	08-23-2017
CUSIP Number:	922908363
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$12.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$10.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD S&P 500 ETF VOO
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9617
Date Sold or Disposed:	10-03-2017
CUSIP Number:	464287457
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$35.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$35.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	ISHARES 1-3 YEAR TREASURY BOND
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9618
Date Sold or Disposed:	08-23-2017
CUSIP Number:	922908553
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$14.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$15.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD REIT INDEX ETF VNQ
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9619
Date Sold or Disposed:	09-18-2017
CUSIP Number:	922042858
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$3.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$3.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD EMERGING MARKETS ETF
Second Notice Indicator:
Date Acquired:	07-24-2017
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9620
Date Sold or Disposed:	10-03-2017
CUSIP Number:	464287242
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$10.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$10.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	ISHARES INV GRD CORP BOND ETF
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9621
Date Sold or Disposed:	08-23-2017
CUSIP Number:	922908363
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$67.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$64.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD S&P 500 ETF VOO
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9622
Date Sold or Disposed:	09-18-2017
CUSIP Number:	922908751
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$152.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$147.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD SMALL CAP ETF VB
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9623
Date Sold or Disposed:	08-23-2017
CUSIP Number:	921943858
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$60.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$57.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD FTSE DEVELOPED MARKET
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9624
Date Sold or Disposed:	08-23-2017
CUSIP Number:	922908751
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$96.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$95.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD SMALL CAP ETF VB
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9625
Date Sold or Disposed:	08-23-2017
CUSIP Number:	922042858
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$7.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$7.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD EMERGING MARKETS ETF
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9626
Date Sold or Disposed:	08-23-2017
CUSIP Number:	464287457
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$22.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$22.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	ISHARES 1-3 YEAR TREASURY BOND
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9627
Date Sold or Disposed:	10-03-2017
CUSIP Number:	464287242
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$39.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$39.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	ISHARES INV GRD CORP BOND ETF
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9628
Date Sold or Disposed:	05-03-2017
CUSIP Number:	922908553
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$36.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$37.00
Wash Sale Loss Disallowed:	$1.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD REIT INDEX ETF VNQ
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9629
Date Sold or Disposed:	08-23-2017
CUSIP Number:	464287242
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$19.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$18.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	ISHARES INV GRD CORP BOND ETF
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9630
Date Sold or Disposed:	10-03-2017
CUSIP Number:	922908751
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$70.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$64.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	VANGUARD SMALL CAP ETF VB
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Short-term
Applicable Check Box on Form 8949:	Short term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1099-B Proceeds From Broker and Barter Exchange Transactions


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	WSC9631
Date Sold or Disposed:	08-23-2017
CUSIP Number:	464287242
Gross Proceeds:	Nothing checked
Bartering:	$0.00
Federal Income Tax Withheld:	$0.00
Proceeds:	$8.00
Aggregate Profit or (Loss):	$0.00
Realized Profit or (Loss):	$0.00
Unrealized Profit or (Loss) 12/31 Prior Year:	$0.00
Unrealized Profit or (Loss) 12/31 Current Year:	$0.00
Cost or Basis:	$9.00
Wash Sale Loss Disallowed:	$0.00
Accrued Market Discount Amount:	$0.00
Description:	ISHARES INV GRD CORP BOND ETF
Second Notice Indicator:
Date Acquired:	00-00-0000
Noncovered Security Indicator:	Nothing checked
Type of Gain or Loss Code:	Long-term
Applicable Check Box on Form 8949:	Long term transaction for which the cost or other basis is being reported to the IRS
Loss Not Allowed Indicator:
FATCA Filing Requirement:	Box not checked no Filing Requirement
Proceeds from Collectibles:	Box not checked not reporting

Form 1098-T


Payer:
Payer's Federal Identification Number (FIN):020274509
SOUTHERN NEW HAMPSHIRE UNIVERSITY
2500 NORTH RIVER RD
MANCHESTER, NH 03106-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	1306441
Qualified Tuition and Related Expense:	$0.00
Scholarships or Grants:	$0.00
Half Time Student Indicator:	Grtr than or Eq to Half Time Student
Graduate Student Indicator:	Not a Graduate Student
Academic Period Code:	Academic Period Box Not Checked
Method of Reporting Indicator:	No Change in Reporting Method from the Previous Year
TIN Checkbox:	box marked
Amounts Billed for Qualified Tuition & Related Expenses:	$1,500.00
Adjustments Made for Prior Year:	$1,500.00
Adjustments to Scholarships or Grants for a Prior Year:	$0.00
Reimbursements/Refunds from an Insurance Contract:	$0.00

Form 1099-DIV


Payer:
Payer's Federal Identification Number (FIN):030488315
HIGH-YIELD BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	AADO0202400035678097
Tax Withheld:	$0.00
Capital Gains:	$0.00
Non-Dividend Distribution:	$0.00
Cash Liquidation Distribution:	$0.00
Non-Cash Liquidation Distribution:	$0.00
Investment Expense:	$0.00
Ordinary Dividend:	$21.00
Collectibles (28%) Gain:	$0.00
Unrecaptured Section 1250 Gain:	$0.00
Section 1202 Gain:	$0.00
Foreign Tax Paid:	$0.00
Qualified Dividends:	$0.00
Second Notice Indicator:	No Second Notice
FATCA Filing Requirement:	Box not checked no Filing Requirement
Exempt Interest Dividends:	$0.00
Specified Private Activity Bond Interest Dividend:	$0.00

Form 1099-DIV


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	DX78227121
Tax Withheld:	$0.00
Capital Gains:	$0.00
Non-Dividend Distribution:	$0.00
Cash Liquidation Distribution:	$0.00
Non-Cash Liquidation Distribution:	$0.00
Investment Expense:	$0.00
Ordinary Dividend:	$106.00
Collectibles (28%) Gain:	$0.00
Unrecaptured Section 1250 Gain:	$0.00
Section 1202 Gain:	$0.00
Foreign Tax Paid:	$0.00
Qualified Dividends:	$106.00
Second Notice Indicator:	No Second Notice
FATCA Filing Requirement:	Box not checked no Filing Requirement
Exempt Interest Dividends:	$0.00
Specified Private Activity Bond Interest Dividend:	$0.00

Form 1099-DIV


Payer:
Payer's Federal Identification Number (FIN):341570861
BOND - INST
TA> HARBOR SERVICES GROUP INC
111 SOUTH WACKER DRIVE 34TH FLR
CHICAGO, IL 60606-4302

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	AADO0201400035678097
Tax Withheld:	$0.00
Capital Gains:	$0.00
Non-Dividend Distribution:	$0.00
Cash Liquidation Distribution:	$0.00
Non-Cash Liquidation Distribution:	$0.00
Investment Expense:	$0.00
Ordinary Dividend:	$15.00
Collectibles (28%) Gain:	$0.00
Unrecaptured Section 1250 Gain:	$0.00
Section 1202 Gain:	$0.00
Foreign Tax Paid:	$0.00
Qualified Dividends:	$0.00
Second Notice Indicator:	No Second Notice
FATCA Filing Requirement:	Box not checked no Filing Requirement
Exempt Interest Dividends:	$0.00
Specified Private Activity Bond Interest Dividend:	$0.00

Form 1099-DIV


Payer:
Payer's Federal Identification Number (FIN):462538416
ACORNS SECURITIES LLC
19900 MACARTHUR BLVD SUITE 500
IRVINE, CA 92612-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	00000282520802
Tax Withheld:	$0.00
Capital Gains:	$0.00
Non-Dividend Distribution:	$0.00
Cash Liquidation Distribution:	$0.00
Non-Cash Liquidation Distribution:	$0.00
Investment Expense:	$0.00
Ordinary Dividend:	$17.00
Collectibles (28%) Gain:	$0.00
Unrecaptured Section 1250 Gain:	$0.00
Section 1202 Gain:	$0.00
Foreign Tax Paid:	$0.00
Qualified Dividends:	$10.00
Second Notice Indicator:	No Second Notice
FATCA Filing Requirement:	Box not checked no Filing Requirement
Exempt Interest Dividends:	$0.00
Specified Private Activity Bond Interest Dividend:	$0.00

Form 1099-INT


Payer:
Payer's Federal Identification Number (FIN):043523567
NATIONAL FINANCIAL SERVICES LLC
499 WASHINGTON BLVD
JERSEY CITY, NJ 07310-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-8997

Submission Type:	Original document
Account Number (Optional):	IX78227121
Interest:	$0.00
Tax Withheld:	$0.00
Savings Bonds:	$0.00
Investment Expense:	$0.00
Interest Forfeiture:	$0.00
Foreign Tax Paid:	$0.00
Tax-Exempt Interest:	$0.00
Specified Private Activity Bond Interest:	$0.00
Market Discount:	$0.00
Bond Premium:	$0.00
Bond Premium on Tax Exempt Bond:	$0.00
Bond Premium on Treasury Obligations:	$0.00
Second Notice Indicator:	No Second Notice
Foreign Country or US Possession:
CUSIP Number:	315994103
FATCA Filing Requirement:	Box not checked no Filing Requirement

Form 1099-INT


Payer:
Payer's Federal Identification Number (FIN):203196134
SALLIE MAE BANK
175 S WEST TEMPLE SUITE 600
SALT LAKE CITY, UT 84101-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	300100291587
Interest:	$0.00
Tax Withheld:	$0.00
Savings Bonds:	$0.00
Investment Expense:	$0.00
Interest Forfeiture:	$0.00
Foreign Tax Paid:	$0.00
Tax-Exempt Interest:	$0.00
Specified Private Activity Bond Interest:	$0.00
Market Discount:	$0.00
Bond Premium:	$0.00
Bond Premium on Tax Exempt Bond:	$0.00
Bond Premium on Treasury Obligations:	$0.00
Second Notice Indicator:	No Second Notice
Foreign Country or US Possession:
CUSIP Number:
FATCA Filing Requirement:	Box not checked no Filing Requirement

Form 1099-INT


Payer:
Payer's Federal Identification Number (FIN):203196134
SALLIE MAE BANK
175 S WEST TEMPLE SUITE 600
SALT LAKE CITY, UT 84101-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	300302388168
Interest:	$0.00
Tax Withheld:	$0.00
Savings Bonds:	$0.00
Investment Expense:	$0.00
Interest Forfeiture:	$0.00
Foreign Tax Paid:	$0.00
Tax-Exempt Interest:	$0.00
Specified Private Activity Bond Interest:	$0.00
Market Discount:	$0.00
Bond Premium:	$0.00
Bond Premium on Tax Exempt Bond:	$0.00
Bond Premium on Treasury Obligations:	$0.00
Second Notice Indicator:	No Second Notice
Foreign Country or US Possession:
CUSIP Number:
FATCA Filing Requirement:	Box not checked no Filing Requirement

Form 1099-OID


Payer:
Payer's Federal Identification Number (FIN):454526070
PROSPER FUNDING LLC
221 MAIN STREET SUITE 300
SAN FRANCISCO, CA 94105-0000

Recipient:
Recipient's Identification Number: 219-19-2163
MICHAEL S LERMER
11758 ROSALINDA CT
FORT MYERS, FL 33912-0000

Submission Type:	Original document
Account Number (Optional):	840821
Interest:	$0.00
Tax Withheld:	$0.00
Tax Exempt OID:	$0.00
Investment Expenses:	$0.00
Interest Forfeiture:	$0.00
Original Issue Discount:	$34.00
Original Issue Discount on Treasury Obligations:	$0.00
Market Discount:	$0.00
Acquisition Premium:	$0.00
Bond Premium:	$0.00
Description:	ORIGINAL ISSUE DISCOUNT FOR 2017
FATCA Filing Requirement:	Box not checked no Filing Requirement
Second Notice Indicator:	No Second Notice

This Product Contains Sensitive Taxpayer Data

Wage and Income Transcript

Form W-2 Wage and Tax Statement

Employer:

Employee:

Form 3922: Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)

Corporation:

Employee:

Form 5498 SA

Trustee:

Participant:

Form 5498 Individual Retirement Arrangement Contribution Information

Trustee:

Participant:

Form 5498 Individual Retirement Arrangement Contribution Information

Trustee:

Participant:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions

Payer:

Recipient:

Form 1099-B Proceeds From Broker and Barter Exchange Transactions