| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| PRIOR YEAR GRANTS RETURNED | PURCHASED | 500 | COST | 0 | 500 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 550 SHARES OF SELECT SECTOR SPDR CONS DISCRET (XLY) | 18,650 | 88,429 |
| 683 SHARES OF SELECT SECTOR SPDR CONSUMER STAPLES (XLP) | 15,850 | 46,068 |
| 603 SHARES OF SELECT SECTOR SPDR HEALTHCARE (XLV) | 18,508 | 68,404 |
| 631 SHARES OF SELECT SECTOR SPDR INDUSTRIALS (XLI) | 19,312 | 55,875 |
| 161 SHARES OF SELECT SECTOR SPDR MATERIALS (XLB) | 4,794 | 11,655 |
| 192 SHARES OF SELECT SECTOR SPDR TR ENERGY (XLE) | 6,959 | 7,277 |
| 1000 SHARES OF SELECT SECTOR SPDR TR TECHNOLOGY (XLK) | 19,870 | 130,020 |
| 173 SHARES OF SELECT SECTOR SPDR UTILITIES (XLU) | 5,006 | 10,847 |
| 656 SHARES OF SELECT SECTOR SPDR TR COMMUNICATION (XLC) | 31,982 | 44,267 |
| 1000 SHARES OF AT&T INC COM (T) | 30,699 | 28,760 |
| 1200 SHARES OF JP MORGAN CHASE & CO DEP SHS REPSTG A (JPM PRG) | 30,706 | 30,900 |
| 1100 SHARES OF STARWOOD PPTY TR INC COM (STWD) | 20,708 | 21,230 |
| 400 SHARES OF VANGUARD BD INDEX FDS (BSV) | 33,146 | 33,160 |
| 330 SHARES OF VANGUARD WHITEHALL FDS (VYM) | 30,161 | 30,198 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | 745 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT FEES | 1,933 | 1,933 | 0 |
| Name | Address |
|---|---|
| TOM AND DAYNA HULME |
4208 ARUNDEL CT NASHVILLE,TN37215 |