Collection of questions for the Treasury Account on Public. Stocks/ETF/options/bonds by Public Investing, member FINRA/SIPC; Crypto trading through Bakkt Crypto Solutions, LLC

By default, reinvestment of interest and principal is selected to be allocated to the Treasury account. If the Treasury account reaches $100, then a new Treasury purchase will be automatically initiated.

JXX is actively managed, focusing on 20-30 larger, well-established firms in sectors like AI and healthcare innovation. The fund aims for long-term capital growth by employing a thematic approach to identify growth-oriented companies.

If you make an additional deposit into your Treasury Account, treasury bills will be purchased based on your allocation. To decide which duration of Treasury bond to purchase next in a $100 par value amount, Public investing will allocate proportionally to your treasury account allocation.

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Treasury Accounts have separate statements, trade confirmations, and tax documents. Members can locate their statement under the Documents tab in the app or on the web.

Your Stocktwits account number can be located in the activity section of your May 2024 Public brokerage statement within the Account Activity details in the Miscellaneous Transactions section, and will begin with the prefix 4SU or 4ST.

For new purchases, the yield will be displayed as ‘Current Yield’ or ‘Net Yield’, and estimates the average annualized yield you can expect to receive among all the bonds purchased if held to maturity - it also is reduced by the estimated fees you can expect over that time.

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In addition to the management fee, for each purchase or sell made, standard Treasury markup/markdown rates apply. Buying and Selling $100 par value of Treasuries maturing in less than a year incurs a $0.10 fee and Treasuries maturing in greater than a year incurs a $0.25 fee.