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During 2 0 2 3 , your clients, Mr . and Mrs . Howell, owned the following investment assets: table [ [ Investment Assets,Date
During your clients, Mr and Mrs Howell, owned the following investment assets:
tableInvestment Assets,Date Acquired,Purchase Price,Broker's Commission Paidat Time of Purchase,,,
No commissions are charged when noload mutual funds are bought and sold.
Because of the downturn in the stock market, Mr and Mrs Howell decided to sell most of their stocks and the mutual fund in and to reinvest in municipal bonds. The following investment assets were sold in :
tableInvestment Assets,Date Sold,Sale Price,tableBrokers Commission Paid atTime of Saletable shares of IBM common shares of Apple preferred$$
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