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I Required intormation Comprehensive Problem 0 7 - 6 3 ( LO 0 7 - 1 , LO 0 7 - 2 , LO 0

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Required intormation
Comprehensive Problem 07-63(LO 07-1, LO 07-2, LO 07-3, LO 07-4)(Static)
The rollowing infomation spolles to the questions displayed belows
During 2023, your cilents, Mr. and Mrs. Howell, owned the following investment assets:
No commissions are charged when no-load mutual tunds are oought and sold.
Because of the downturn in the stock market Mr. and Mrs. Howel decided to sell most of ther stocks and the mutual fund In 2023 and to reinvest in municlpal bonds. The following investment assets were sold in 2025 :
The Howells broker issued then a Formh 099-E showing the sales proceds pet of the commissions paid For example concerning 2025 : loan y=ars quelinted alvcends.
Comprehensive Problem 07-62 Part c (Static) Note: Leave no cells blank - be certaln to enter fo' wherever regulred
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