Calendar Projected Income

Investor's Accountant

REPORTS
> Portfolio Status
> Tax Liability Report
> Capital Gains Form 8949
> Calendar Projected Income
> Unrealized Capital Gains
> Cap Gains By Transaction
> Dividends
> Security Return B/A Tax
> Portfolio ROR B/A Tax
> ROR with Benchmarks
> Time-Weighted ROR
> Portfolio Volatility
> Modified IRR (MIRR)
> Bond Imputed Interest
> Transactions

GRAPHS
> Stocks/Securities
> Portfolio Performance
> Portfolio Activity

MANUALS
> User Manual
> Section 508 VPAT


04-19-2018   16:11:17       CALENDAR PROJECTED INCOME
                            05/2018  through  04/2019
EMS  Earl's Schwab Account 1111-111
Symbol      May  Jun  Jul  Aug  Sep  Oct  Nov  Dec  Jan  Feb  Mar  Apr     Total
AGE                    19             19             19             19        78
AIT         212            212            212            212                 848
JPM                    95             95             95             95       378
           ----      ---- ----      ---- ----      ---- ----      ---- ---------
EMS Total   212       115  212       115  212       115  212       115      1304

Calendar Projected Income After Tax


04-19-2018   16:11:27   CALENDAR PROJECTED INCOME - After Tax
                              05/2018  through  04/2019
EMS  Earl's Schwab Account 1111-111
Symbol      May  Jun  Jul  Aug  Sep  Oct  Nov  Dec  Jan  Feb  Mar  Apr     Total
AGE                    13             13             13             13        51
AIT         212            212            212            212                 848
JPM                    61             61             61             61       246
           ----      ---- ----      ---- ----      ---- ----      ---- ---------
EMS Total   212        74  212        74  212        74  212        74      1145

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