Transaction FIFO Report

Account: Sale year:

Update from Schwab export:

Realized gains - Short-Term (held 365 days or less)

Symbol	Sell Date	Qty Sold	Proceeds/Share	Proceeds	Cost/Share	Cost Basis (FIFO)	Gain / (Loss)

Realized gains - Long-Term (held more than 365 days)

Symbol	Sell Date	Qty Sold	Proceeds/Share	Proceeds	Cost/Share	Cost Basis (FIFO)	Gain / (Loss)

Option / rights activity - matched open/close pairs

Symbol	Sell Date	Action	Qty	Proceeds/Contract	Proceeds	Cost/Contract	Cost Basis	Gain / (Loss)

Per-symbol lot detail