| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| 245 SHARES ARCH CAPITAL GROUP LTD | 2010-01 | Donated | 2023-12 | 17,999 | 1,950 | FMV | 16,049 | |||
| 130 SHARES BERKLEY W R CORPORATION | 2010-05 | Donated | 2023-12 | 9,087 | 1,570 | FMV | 7,517 | |||
| 150 SHARES BROWN & BROWN INC | 2010-01 | Donated | 2023-12 | 10,430 | 2,331 | FMV | 8,099 | |||
| 127 SHARES CDW CORPORATION | 2010-01 | Donated | 2023-12 | 28,092 | 3,692 | FMV | 24,400 | |||
| 500 SHARES COPART INC | 2010-01 | Donated | 2023-12 | 24,447 | 1,042 | FMV | 23,405 | |||
| 850 SHARES ISHARES US TECHNOLOGY ETF | 2008-12 | Donated | 2023-12 | 99,679 | 7,316 | FMV | 92,363 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ISHARES US TECHNOLOGY ETF | 66,206 | 846,975 |
| PRINCIPAL FDS INC SML MIDCAP DIVIDEND INCOME FD | 90,371 | 91,567 |
| Description | Amount |
|---|---|
| COST BASIS ADJUSTMENT APPRECIATED STOCK | 918,796 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNT FEES | 598 | 598 |