Blake Edwards was born on 8/3/1997. Just a few years out of college, he as a job as an associate with aspirations of moving into management. During the pandemic Blake read several books on investing as well as on-line resources. He began investing in a mutual fund early in 2020 and opened an on-line brokerage account shortly thereafter. His 2021 trading proved to be unsuccessful. Blake has a $1,020 short term capital loss carryforward to 2022.

Income

See W-2

Savem Credit Unition interest: $10

Dismal Science Growth and Income Fund 1099DIV:

Ordinary dividends: $80

Qualified Dividends: $75

Capital Gain Distribution: $3

Electric Trade Brokers Consolidated 1099:

Ordinary dividends: $60

Qualified Dividends: $40

Capital Gain Distribution: $10

Trading information

All trades have acquisition date and cost basis reported to the IRS

Stock	Sold	Acquired	Proceeds	Cost Basis
AAPL	1/15/2022	11/12/2020	512.00	418.00
AAPL	5/15/2022	2/2/2022	608.00	501.00
CCL	3/18/2022	12/27/2020	304.00	606.00
MOS	9/15/2022	2/26/2022	1,250.00	899.00
XOM	7/29/2022	4/12/2020	1,400.00	944.00

Blake also paid $3,000 in student loan interest to direct lending.