• 14 Describe the organizational action and, if applicable, the date of the action or the date against which shareholders' ownership is measured for the action

  • 15 Describe the quantitative effect of the organizational action on the basis of the security in the hands of a U.S. taxpayer as an adjustment per share or as a percentage of old basis

  • 16 Describe the calculation of the change in basis and the data that supports the calculation, such as the market values of securities and the valuation dates

For Paperwork Reduction Act Notice, see the separate Instructions.

Cat. No. 37752P

Form 8937 (12-2017)

Form 8937 (12-2017)

Page 2

Part II

Organizational Action (continued)

  • 17 List the applicable Internal Revenue Code section(s) and subsection(s) upon which the tax treatment is based

  • 18 Can any resulting loss be recognized?

  • 19 Provide any other information necessary to implement the adjustment, such as the reportable tax year

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.

Sign

Here

Signature

Date

March 25, 2024

Print your name

Title

Paid Preparer

Print/Type preparer's name

Preparer's signature

Date

PTINCheckif self-employed

Use Only Firm's EINFirm's name Firm's addressPhone no.

Send Form 8937 (including accompanying statements) to: Department of the Treasury, Internal Revenue Service, Ogden, UT 84201-0054

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The AES Corporation published this content on 25 March 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 26 March 2024 18:13:09 UTC.