| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| ALPHABET | 2001-08 | Purchased | 2025-12 | 16,635 | 11,042 | 5,593 | ||||
| ELI LILLY | 2013-01 | Purchased | 2025-03 | 4,643 | 320 | 4,323 | ||||
| MICROSOFT | 2013-07 | Purchased | 2025-12 | 8,299 | 570 | 7,729 |
| Description | Amount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | 3,077 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| OTHER | 54 | 54 |