| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| tax software | 138 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 32 shares MKL | 35,586 | 68,789 |
| 654 shares SCHX | 10,039 | 17,599 |
| 165 shares SCHX | 3,351 | 4,440 |
| 263 shares SCHX | 7,146 | 7,077 |
| 1578 shares SCHX | 42,874 | 42,464 |
| 1659 shares SCHX | 45,075 | 44,644 |
| Description | Amount |
|---|---|
| sale above book value | 8,987 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| taxes paid | 490 |