capital_gains

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id ▼ object_id ein property_desc how_acquired acquired_date sold_date gross_sale_price cost_basis gain_or_loss
3372 202330409349101213 346520254 PUBLICLY TRADED SECURITIES P     75399442 46968679 28430763
3373 202340399349100204 562254231 CHARLES SCHWAB X7285       1009686 789260 220426
3374 202340309349100714 431764021 PUBLICLY TRADED SECURITIES   2021-01-31 2021-12-31 12   12
3375 202340309349100714 431764021 PUBLICLY TRADED SECURITIES   2016-06-14 2021-11-18 32000 23791 8209
3376 202340309349100714 431764021 CAPITAL GAINS DIVIDENDS P     33410   33410
3377 202330529349100023 431938786 STOCK SALES P     268650 199002 69648
3378 202310329349100856 436022352 .667 CONSTELLATION ENERGY CORP REG SHS   2004-11-11 2022-03-30 37 25 12
3379 202310329349100856 436022352 .959 WARNER BROS DISCOVERY INC SERIES SER -A- CL A   2004-08-19 2022-06-01 17 24 -7
3380 202310329349100856 436022352 700. CHEVRONTEXACO CORP COM   2001-06-06 2022-06-29 103020 33733 69287
3381 202310329349100856 436022352 100. EMBECTA CORP REG SHS   2013-05-06 2022-06-29 2573 1116 1457
3382 202310329349100856 436022352 100. EMBECTA CORP REG SHS   2013-02-06 2022-06-29 2573 1005 1568
3383 202310329349100856 436022352 1200. EXXON MOBIL CORPORATION   1946-08-26 2022-06-29 106730 459 106271
3384 202310329349100856 436022352 40. KYNDRYL HOLDINGS INCORP REGISTERED   1972-08-15 2022-06-29 394 176 218
3385 202310329349100856 436022352 38.4 KYNDRYL HOLDINGS INCORP REGISTERED   1978-08-15 2022-06-29 378 146 232
3386 202310329349100856 436022352 281.6 KYNDRYL HOLDINGS INCORP REGISTERED   1971-12-02 2022-06-29 2774 864 1910
3387 202310329349100856 436022352 240. KYNDRYL HOLDINGS INCORP REGISTERED   1975-01-24 2022-06-29 2364 517 1847
3388 202310329349100856 436022352 2000. PFIZER INC   1972-02-10 2022-06-29 101960 1562 100398
3389 202310329349100856 436022352 400. PROCTER & GAMBLE CO COM   1953-03-22 2022-06-29 56667 104 56563
3390 202310329349100856 436022352 500. TEVA PHARMACEUTICAL INDS LTD ADR   2004-08-19 2022-06-29 3922 13705 -9783
3391 202310329349100856 436022352 200. WAL-MART STORES INCORPORATED   1986-06-27 2022-06-29 24360 645 23715
3392 202310329349100856 436022352 300. CHEVRONTEXACO CORP COM   2001-06-06 2022-09-15 48164 14457 33707
3393 202310329349100856 436022352 200. DEERE & COMPANY   1978-08-15 2022-09-15 71951 1147 70804
3394 202310329349100856 436022352 600. EXXON MOBIL CORPORATION   1946-08-26 2022-09-15 56799 230 56569
3395 202310329349100856 436022352 250. UNION PAC CORP COM   1972-11-14 2022-09-15 54608 311 54297
3396 202310329349100856 436022352 CAPITAL GAIN DIVIDENDS P         99592
3414 202340379349100009 411958314 WELLS FARGO - DETAILS AVAILABLE UPON REQUEST P   2021-12-31 2311 1482 829
3415 202340379349100009 411958314 WELLS FARGO - DETAILS AVAILABLE UPON REQUEST P   2021-12-31 121968 74940 47028
3416 202340379349100009 411958314 CAPITAL GAINS DIVIDENDS P     2604   2604
3417 202300379349100040 232571610 SALE OF PUBLICLY TRADED SECURITIES P     22570882 19073577 3497305
3418 202300379349100040 232571610 CAPITAL GAINS DIVIDENDS P     431194   431194
3419 202300459349100145 223719461 SEE SCHEDULE 1 D 2009-09-11 2021-12-28 70807 20405 50402
3420 202300459349100145 223719461 SEE SCHEDULE 2 P 2019-09-03 2022-03-11 35373 36166 -793
3421 202300459349100145 223719461 CAPITAL GAIN DIVIDENDS P         3164
3423 202330409349100113 426187652 732.577 FIDELITY INTERNATIONAL INDEX FUND     2021-11-15 37559 24961 12598
3424 202330409349100113 426187652 1177.907 FIDELITY EMERGING MARKETS INDEX FUND     2021-11-15 15160 10302 4858
3425 202330409349100113 426187652 142. VANGUARD REIT ETF     2021-11-15 15621 10443 5178
3426 202330409349100113 426187652 145.529 VANGUARD MID CAP INDEX-ADM     2021-11-15 46726 28859 17867
3427 202330409349100113 426187652 879.962 VANGUARD TOTAL STOCK MKT INDEX FD     2021-11-15 103519 43315 60204
3428 202330409349100113 426187652 504.829 BAIRD AGGREGATE BOND FD INSTL   2020-10-22 2021-12-13 5770 5957 -187
3429 202330409349100113 426187652 444.656 FIDELITY INTERNATIONAL INDEX FUND     2021-12-13 21357 14906 6451
3430 202330409349100113 426187652 1183.554 FIDELITY EMERGING MARKETS INDEX FUND     2021-12-13 14214 9780 4434
3431 202330409349100113 426187652 103. VANGUARD REIT ETF     2021-12-13 11402 7518 3884
3432 202330409349100113 426187652 1294.075 VANGUARD TOTAL STOCK MKT INDEX FD   2016-01-21 2021-12-13 149414 59735 89679
3433 202330409349100113 426187652 15031.783 BAIRD AGGREGATE BOND FD INSTL     2022-01-13 168807 167055 1752
3434 202330409349100113 426187652 20. ISHARES CORE MSCI EAFE ETF   2021-11-15 2022-01-13 1510 1546 -36
3435 202330409349100113 426187652 31. ISHARES CORE MSCI EMERGING MKTS ETF   2021-11-15 2022-01-13 1911 1975 -64
3436 202330409349100113 426187652 78. ISHARES CORE S P 500 ETF   2021-11-15 2022-03-16 33476 36564 -3088
3437 202330409349100113 426187652 80. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-01-13 2022-03-16 8579 9009 -430
3438 202330409349100113 426187652 14. ISHARES RUSSELL MIDCAP VALUE ETF   2021-11-15 2022-03-16 1609 1718 -109
3439 202330409349100113 426187652 33. ISHARES MSCI EAFE VALUE ETF   2021-11-15 2022-03-16 1600 1724 -124
3440 202330409349100113 426187652 33. SCHWAB US REIT ETF   2021-12-13 2022-03-16 779 824 -45
3441 202330409349100113 426187652 51. ISHARES CORE S P 500 ETF   2021-11-15 2022-06-08 21279 23907 -2628
3442 202330409349100113 426187652 311. ISHARES CORE MSCI EAFE ETF     2022-06-08 20378 23926 -3548
3443 202330409349100113 426187652 112. MAINSTAY CBRE GLOBAL INFRASTRUCTURE   2022-03-17 2022-06-08 1513 1494 19
3444 202330409349100113 426187652 263.75 ARTISAN HIGH INCOME FUND   2021-09-27 2022-09-26 2247 2711 -464
3445 202330409349100113 426187652 2. ISHARES CORE S P 500 ETF   2021-11-15 2022-09-26 738 938 -200
3446 202330409349100113 426187652 115. ISHARES CORE U.S. AGGREGATE BOND ETF   2022-01-13 2022-09-26 11127 12951 -1824
3447 202330409349100113 426187652 312.673 PGIM TOTAL RETURN BOND CL R6   2022-01-13 2022-09-26 3693 4465 -772
3448 202330409349100113 426187652 CAPITAL GAIN DIVIDENDS P         2477
3473 202320399349100117 452448942 PUBLICLY TRADED SECURITIES       144239 93598 50641
3474 202340519349100654 341536116 100 SHS BRISTOL MYERS SQUIBB CO.   2001-01-01 2022-05-09 7617 1316 6301
3475 202340519349100654 341536116 13 SHS BROADCOM INC   2020-09-24 2022-05-09 7276 4649 2627
3476 202340519349100654 341536116 190 SHS COCA COLA COM   2001-01-01 2022-05-09 11582 3754 7828
3477 202340519349100654 341536116 90 SHS EMERSON ELEC CO   1987-03-06 2022-05-09 7557 778 6779
3478 202340519349100654 341536116 90 SHS EXXON MOBIL CORP COM   1995-05-15 2022-05-09 7584 1681 5903
3479 202340519349100654 341536116 169.3419 SHS WARNER BROS DISCOVERY   2011-01-01 2022-05-09 2820 4996 -2176
3480 202320479349100017 454137361 MORGAN STANLEY CD P 2019-02-02 2022-02-02 246000 244893 1107
3481 202320479349100017 454137361 LONG TERM CAPITAL GAIN DISTRIBUTION P 2022-12-31 2022-12-31 149415   149415
3482 202320479349100017 454137361 SHORT TERM CAPITAL GAIN DISTRIBUTIO P 2022-12-31 2022-12-31 2448   2448
3483 202330339349100603 591574136 COMMON STOCKS P 2015-01-01 2021-12-31 53405 45265 8140
3484 202300309349100100 233058320 Publicly Traded Securities - Short Term       7817 9326 -1509
3485 202300309349100100 233058320 Publicly Traded Securities - Long Term       119574 105090 14484
3486 202300329349100105 046407797 Publicly Traded Securities P     1598837 1664832 -65995
3487 202300329349100105 046407797 Capital Gains Dividends P     99678   99678
3488 202340399349101204 256073399 190.928 BNY MELLON MID CAP STK FD CL M   2021-12-14 2021-12-23 4147 4032 115
3489 202340399349101204 256073399 1412.152 BNY MELLON MID CAP STK FD CL M   2012-12-31 2021-12-23 30672 15816 14856
3490 202340399349101204 256073399 4968.872 BNY MELLON BOND FD CL M   2020-07-31 2021-12-23 63850 67821 -3971
3491 202340399349101204 256073399 2213.115 BNY MELLON HIGH YIELD-I   2012-12-31 2021-12-23 13500 14739 -1239
3492 202340399349101204 256073399 72.093 BNYM GLBL RL EST SEC-Y   2012-12-31 2021-12-23 775 586 189
3493 202340399349101204 256073399 1029.93 BNYM FLTNG RT INC-Y   2014-06-27 2021-12-23 11700 12637 -937
3494 202340399349101204 256073399 356.295 TCW EMERGING MARKETS INCOME FUND-I   2021-02-12 2021-12-23 2751 2995 -244
3495 202340399349101204 256073399 330.233 TCW EMERGING MARKETS INCOME FUND-I   2020-11-30 2021-12-23 2549 2745 -196
3496 202340399349101204 256073399 4431.478 BNY MELLON BOND FD CL M   2021-01-29 2022-01-28 55704 58453 -2749
3497 202340399349101204 256073399 4796.843 BNY MELLON BOND FD CL M   2012-12-31 2022-01-28 60296 65080 -4784
3498 202340399349101204 256073399 404.04 BNY MELLON HIGH YIELD-I   2014-12-31 2022-01-28 2400 2570 -170
3499 202340399349101204 256073399 131.579 BNYM FLTNG RT INC-Y   2017-03-01 2022-01-28 1500 1596 -96
3500 202340399349101204 256073399 114.186 VAN ECK CM COMMODITY INDX-I   2021-12-23 2022-01-28 628 593 35
3501 202340399349101204 256073399 667.632 VAN ECK CM COMMODITY INDX-I   2014-06-30 2022-01-28 3672 4134 -462
3502 202340399349101204 256073399 148.011 BNY MELLON SMALL CAP STK FD CL M SHS   2021-02-18 2022-02-10 3200 3916 -716
3503 202340399349101204 256073399 162.602 BNY MELLON BOND FD CL M   2021-02-18 2022-02-10 2000 2145 -145
3504 202340399349101204 256073399 115.848 BNY MELLON SMALL CAP STK FD CL M SHS   2021-02-18 2022-02-28 2500 3065 -565
3505 202340399349101204 256073399 236.407 BNY MELLON SMALL CAP STK FD CL M SHS   2021-02-18 2022-03-01 5000 6255 -1255
3506 202340399349101204 256073399 218.224 BNY MELLON SMALL CAP STK FD CL M SHS   2021-04-05 2022-03-03 4668 5700 -1032
3507 202340399349101204 256073399 1819.927 BNY MELLON SMALL CAP STK FD CL M SHS   2021-09-22 2022-03-03 38928 39861 -933
3508 202340399349101204 256073399 2428.683 BNY MELLON SMALL CAP STK FD CL M SHS   2021-02-18 2022-03-03 51950 64263 -12313
3509 202340399349101204 256073399 45. ISHARES S&P 500 INDEX FUND   2021-12-23 2022-03-29 20839 21294 -455
3510 202340399349101204 256073399 311.526 VAN ECK CM COMMODITY INDX-I   2021-12-22 2022-03-30 2000 1612 388
3511 202340399349101204 256073399 162.925 G Q G PART EMERG MKTS EQ-INST   2021-06-24 2022-07-08 2250 3040 -790
3512 202340399349101204 256073399 620.018 BNY MELLON BOND FD CL M   2021-02-18 2022-07-08 7000 8178 -1178
3513 202340399349101204 256073399 149.477 BNYM INTL STCK-Y   2021-12-23 2022-07-08 3000 3952 -952

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CREATE TABLE capital_gains (
    id                    INTEGER PRIMARY KEY AUTOINCREMENT,
    object_id             TEXT NOT NULL,
    ein                   TEXT,
    property_desc         TEXT,
    how_acquired          TEXT,
    acquired_date         TEXT,
    sold_date             TEXT,
    gross_sale_price      INTEGER,
    cost_basis            INTEGER,
    gain_or_loss          INTEGER
);
CREATE INDEX idx_capgains_oid ON capital_gains(object_id);
CREATE INDEX idx_capgains_ein ON capital_gains(ein);