| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - 9444 | 2023-12 | PURCHASE | 2024-09 | 62,818 | 83,715 | -20,897 | ||||
| CHARLES SCHWAB - 9444 | 2023-12 | PURCHASE | 2024-12 | 626 | 1,126 | -500 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 12,494 | 12,026 |
| Description | Amount |
|---|---|
| WASH SALE | 16,324 |
| Description | Beginning of Year - Book Value | End of Year - Book Value |
|---|---|---|
| UNREALIZED LOSS | 3,405 | 3,689 |