December 31, 2012, year-to-date statement
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1 View your statements online at vanguard.com. Samuel J. Castaneda, Investment Associate: , Ext Changes coming to your 2012 tax forms Starting this tax season, Form 1099-B includes cost basis information for mutual fund sales. Also, tax-exempt interest dividends for mutual funds will be reported on Form 1099-DIV rather than 1099-INT. Most mutual fund tax forms will be mailed and posted online by mid-january. See vanguard.com/taxcenter for more details. THE SOARING SOCIETY OF AMERICA FOUNDATION C/O DENISE LAYTON P O BOX 2100 HOBBS NM Vanguard, P.O. Box 2600, Valley Forge, PA Page 1 of 12
2 Statement overview $2,740, Total value of all accounts as of December 31, 2012 Accounts on 12/31/2011 on 12/31/2012 The Soaring Society Of America Foundation $2,405, $2,740, Asset mix on 12/31/ % Stocks $1,717, % Bonds 1,022, % reserves 0.0% Other $2,740, Your asset mix percentages are based on your holdings as of the prior month-end. Balance trend $3,000,000 $2,000,000 $1,000,000 $0 Jun 2010 Dec 2010 Jun 2011 Dec 2011 Jun 2012 Dec 2012 Investment return (market change, dividends, interest, capital gains) Since December 31, 2009: $499, For more information on your account, including tools to help you set up a target asset allocation, log on to vanguard.com. Page 2 of 12
3 CDDLRREG Account overview $2,740, Total value of all accounts as of December 31, 2012 Year-to-date income Taxable income $80, Nontaxable income Total $80, Balances and holdings for Vanguard funds Beginning on January 1, 2012, new tax rules on taxable (nonretirement) mutual fund accounts (excluding money market funds) require Vanguard to track cost basis information for shares acquired and subsequently sold, on or after that date. Unless you select another method, sales of Vanguard mutual funds, but not ETFs, will default to the average cost method. We ll begin reporting cost basis to the IRS in For more information, visit vanguard.com/costbasis. Symbol Name Fund & account Average price per share Total cost Balance on 12/31/2011 Balance on 12/31/2012 VFIDX Inter-Term Invest-Gr Adm $9.92 $314, $280, $327, VMMXX Prime Money Mkt Fund VFSUX Short-Term Invest-Gr Adm , , , VTIAX Tot Intl Stock Ix Admiral , , , VBTLX Total Bond Mkt Index Adm , , , VTSAX Total Stock Mkt Idx Adm , ,017, ,196, $2,405, $2,740, Page 3 of 12
4 Account activity for Vanguard funds Inter-Term Invest-Gr Adm Purchases Withdrawals Dividends capital gains capital gains $19,60 $ $11, $1, $4, day SEC yield as of 12/31/2012* 2.17% *Based on holdings' yield to maturity for last 30 days; distribution may differ. For updated information, visit vanguard.com. Beginning balance on 12/31/2011 $ , $280, /30 Exchange from ST IG Adm $19, , , /31 Income dividend , /29 Income dividend , /30 Income dividend 1, , /30 ST cap gain , /30 LT cap gain.037 1, , /30 Income dividend , /31 Income dividend 1, , /29 Income dividend , /31 Income dividend , /31 Income dividend , /28 Income dividend , /31 Income dividend , /30 Income dividend , Page 4 of 12
5 Account activity for Vanguard funds, continued Inter-Term Invest-Gr Adm continued 12/28 ST cap gain , /28 LT cap gain.117 3, , /31 Income dividend , Ending balance on 12/31/2012 $ , $327, Prime Money Mkt Fund Purchases Withdrawals Dividends $80,00 -$80,00 $ day SEC yield as of 12/31/2012* 0.03% *Average annualized income dividend over the past 7 days. For updated information, visit vanguard.com. Beginning balance on 12/31/2011 $1.00 $ 01/04 Check purchase $80, ,00 80,00 01/05 Exchange to ST IG Adm -40, ,40 39,60 01/05 Exchange to Ttl Ix Adm -21, ,70 17,90 01/05 Exchange to TIntSIAdm -17, ,90 01/05 Dividend to TIntSIAdm 0.08 Ending balance on 12/31/2012 $1.00 $ Page 5 of 12
6 Account activity for Vanguard funds, continued Short-Term Invest-Gr Adm Purchases Withdrawals Dividends capital gains capital gains $53, $114, $4, $ $ day SEC yield as of 12/31/2012* 1.24% *Based on holdings' yield to maturity for last 30 days; distribution may differ. For updated information, visit vanguard.com. Beginning balance on 12/31/2011 $ , $221, /05 Exchange from Prime MM $40, , , /30 Check purchase , /30 Exchange to Tl B Ix Ad -41, , , /30 Exchange to IT IG Adm -19, , , /30 Fee remitted to your adviser -2, , /31 Income dividend , /27 Check purchase 1, , /29 Income dividend , /30 Check purchase , /30 Income dividend , /02 Check purchase , /12 Check purchase , /27 Check purchase , /30 Fee remitted to your adviser -2, , Page 6 of 12
7 Account activity for Vanguard funds, continued Short-Term Invest-Gr Adm continued 04/30 Income dividend , /31 Income dividend , /29 Income dividend , /30 Fee remitted to your adviser -2, , /31 Income dividend , /29 Check purchase , /31 Income dividend , /17 Check redemption -41, , , /28 Income dividend , /22 Check purchase 1, , /31 Fee remitted to your adviser -2, , /31 Income dividend , /26 Check purchase , /30 Income dividend , /17 Check purchase 8, , /28 ST cap gain , /28 LT cap gain , /31 Check purchase , /31 Income dividend , Ending balance on 12/31/2012 $ , $169, Page 7 of 12
8 Account activity for Vanguard funds, continued Tot Intl Stock Ix Admiral Purchases Withdrawals Dividends $17, $ $15, Beginning balance on 12/31/2011 $ , $423, /05 Exchange from Prime MM $17, , /05 Dividend from Prime MM , /21 Income dividend.406 8, , /19 Income dividend.34 6, , Ending balance on 12/31/2012 $ , $520, Total Bond Mkt Index Adm Purchases Withdrawals Dividends capital gains capital gains $41,70 $ $13, $1, $1, day SEC yield as of 12/31/2012* 1.58% *Based on holdings' yield to maturity for last 30 days; distribution may differ. For updated information, visit vanguard.com. Beginning balance on 12/31/2011 $ , $463, /30 Exchange from ST IG Adm $41, , , /31 Income dividend 1, , Page 8 of 12
9 Account activity for Vanguard funds, continued Total Bond Mkt Index Adm continued 02/29 Income dividend 1, , /30 Income dividend 1, , /30 ST cap gain , /30 LT cap gain , /30 Income dividend 1, , /31 Income dividend 1, , /29 Income dividend 1, , /31 Income dividend 1, , /31 Income dividend 1, , /28 Income dividend 1, , /31 Income dividend 1, , /30 Income dividend 1, , /21 ST cap gain.022 1, , /21 LT cap gain.034 1, , /31 Income dividend 1, , Ending balance on 12/31/2012 $ , $525, Total Stock Mkt Idx Adm Purchases Withdrawals Dividends $21,70 -$11, $25, Page 9 of 12
10 Account activity for Vanguard funds, continued Total Stock Mkt Idx Adm continued Beginning balance on 12/31/2011 $ , $1,017, /05 Exchange from Prime MM $21, , /16 Check redemption -11, , /23 Income dividend.151 4, , /22 Income dividend.168 5, , /21 Income dividend.177 5, , /19 Income dividend.265 8, , Ending balance on 12/31/2012 $ , $1,196, Page 10 of 12
11 Realized gains and losses You can get cost basis information for both realized and unrealized gains and losses for your Vanguard account at vanguard.com. Some or all of this information may be reported to the IRS on Form 1099-B Proceeds from Broker and Barter Exchange Transactions. Vanguard provides cost basis information using the average cost method for mutual funds and first in, first out for other holdings, unless you've selected another method. You may want to consult a tax advisor to determine the appropriate method for you. Certain adjustments may change the basis we're currently reporting to you. In that event, we'll send you revised realized gain and loss information. A dash indicates the information on our system was incomplete at the time this document was generated. See IRS Publication 550 (Investment Income and Expenses) for additional information. Vanguard funds Short-Term Invest-Gr Adm Term Date sold Quantity Proceeds Total cost Gain/Loss Disallowed loss Total short-term Total long-term 01/30 01/30 01/30 01/30 01/30 01/30 04/30 04/30 07/30 07/30 09/17 09/17 10/31 10/31 Various Various , , , , , $2, $19,60 $41,70 $ 2, $ 2, $ 41, $ 2, $64, , $2, $19, $41, $ 2, $ 2, $ 41, $ 2, $64, , $2.15 $14.90 $31.70 $ $ $ $ $ $ $ $ $ $ $ $ $ Total gain / Allowable loss $2.15 $14.90 $31.70 $ $ $ $ $ Page 11 of 12
12 Realized gains and losses, continued Total Stock Mkt Idx Adm Term Date sold Quantity Proceeds Total cost Gain/Loss Disallowed loss 03/16 03/ $ 11, $ 9, $ 2, $ Total gain / Allowable loss $ 2, Page 12 of 12
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