My Accounts - taxes - quarterly summary

$529,789.00

Value as of 02/01/2017

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Diane P. Tilley

$14,429,461.49

Diane P. Tilley–Brokerage Account–63016233*

$1,942,993.43

Total Vanguard assets

$16,372,454.90

Outside investments

$374,477.60

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My quarterly summary

Bob & Jane Smith - Joint taxable - Mutual fund account

$24,156.00

As of 01/30/2016 2:33 AM ET

Year total
2016

2Q
2016

3Q
2016

4Q
2016

1Q
2017

YTD
2017

dividends & interest distributions

$4,785.00

$1,021.50

capital gains distribution

short-term

$385.00

$195.00

long-term

$5,689.00

$512.00

$414.00

$413.00

sale of securities

short-term

long-term

total nonretirement income

$10,859.00

$1,728.50

Jane Smith - Traditional IRA - Mutual fund account

$358,956.00

Bob & Jane Smith - Joint taxable - Brokerage account

$85,457.00

Kate Smith - 529 account

$61,220.00

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Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC

*Note on account protection: Securities in your brokerage account are held in custody by Vanguard Brokerage Services®, a division of Vanguard Marketing Corporation, member FINRA and SIPC. Account protection

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