| Category | Amount |
|---|---|
| NA | 0 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| SYNOVUS SHORT TERM | Purchased | 2020-01 | 383,788 | 312,315 | 71,473 | |||||
| SYNOVUS LONG TERM | Purchased | 2020-01 | 390,752 | 307,154 | 83,598 | |||||
| SYNOVUS SHORT TERM | Purchased | 2020-12 | 207 | 197 | 10 | |||||
| synovus- capital gain | Purchased | 2020-12 | 466 | 466 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 235,559.410 FEDERATED HERMES | 171,431 | 171,431 |
| 2,873.910 FEDERATED HERMES | 2,874 | 2,874 |
| 857 FIRST TR | 51,405 | 51,454 |
| 645 I SHARES | 108,343 | 101,736 |
| 389 I SHARES | 32,969 | 33,602 |
| 3255 I SHARES | 80,781 | 88,666 |
| 636 I SHARES | 32,153 | 32,258 |
| 579 VANGUARD | 47,909 | 51,062 |
| 749 VANGUARD | 47,264 | 51,996 |
| 119 I SHARES | 8,244 | 8,682 |
| 170 I SHARES | 12,907 | 16,483 |
| 1204 ISHARES | 58,084 | 123,591 |
| 2068 I SHARES | 209,559 | 282,758 |
| 1415 I SHARES | 131,175 | 341,213 |
| 558 I SHARES | 54,382 | 73,517 |
| 748 SPDR GOLD | 128,308 | 133,413 |
| 370 SPRD INDEX | 8,810 | 10,231 |
| 169 VANUGARD | 12,742 | 23,858 |
| 670 VANGUARD | 32,124 | 33,574 |
| 562 VANGUARD | 26,858 | 33,855 |
| 1040 VANGUARD | 81,553 | 88,327 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAXES PAID | 156 |