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Schedule D Attachment - Capital Gains


04-19-2020   17:10:53       ATTACHMENT to SCHEDULE D
             SHORT TERM CAPITAL GAINS/LOSSES   1-01-20 to  4-18-20

Name(s) as shown on Form 1040                             Social Security Number
Jane's Chas.Schwab 2222-2222                              222-22-2222

 Description  ...... DATE ......       Sales       Cost/       Gain/
 of Property  Acquired      Sold       Price       Basis        Loss

CPQAO     CPQ 1-17-98 $75 CALL Call         ES
         3    10-27-19   1-17-20     EXPIRED      972.60     -972.60
VHPAO     HWP Jan '99 $75 call Call         ES
         2     3-06-20   1-30-20      889.86      710.10      179.76
                 Total for JMS        889.86    1,682.70      792.84



04-19-2020   17:10:55       ATTACHMENT to SCHEDULE D                   Page   2
             LONG TERM CAPITAL GAINS/LOSSES   1-01-20 to  4-18-20

Name(s) as shown on Form 1040                             Social Security Number
Jane's Chas.Schwab 2222-2222                              222-22-2222

 Description  ...... DATE ......       Sales       Cost/       Gain/   28% Gain/
 of Property  Acquired      Sold       Price       Basis        Loss      Loss

LU        Lucent Technologies  Stock        JMS
       4.805   8-27-10   3-09-20      513.24      138.49      374.75
       0.007   8-27-10   3-09-20        0.75        0.20        0.55
       0.024   2-02-16   3-09-20        2.56        1.37        1.19
      64.715   4-24-16   3-09-20    6,911.93    3,382.65    3,529.28
       0.102   4-24-16   3-09-20       10.89        5.33        5.56
       0.027   5-02-16   3-09-20        2.84        1.38        1.46
       0.320   8-02-16   3-09-20       34.18       14.82       19.36
        70       Sub Total          7,476.39    3,544.24    3,932.15
                 Total for JMS      7,476.39    3,544.24    3,932.15
                 Long Term Distributions                       64.28



 


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