| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| FISERV | 2023-03 | Donated | 2023-03 | 24,385 | 25,499 | FMV | -1,114 | |||
| JOHNSON & JOHNSON | 2019-12 | Donated | 2023-03 | 693 | 729 | FMV | -36 | |||
| FISERV | 2023-07 | Donated | 2023-07 | 30,382 | 30,875 | -493 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| WELLS FARGO ADVISORS | 0 | 0 |
| Description | Amount |
|---|---|
| ROUNDING | 1 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ANNUAL REPORT FEES | 70 | 70 |