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D30 · Meridian Brokerage 2025 consolidated Form 1099 (joint)

Meridian Brokerage · 1099-composite · belongs to joint · tax year 2025 · received 2026-02-16 01:44 from client · Meridian_1099_2025.pdf · 32 pages

superseded

Superseded by the corrected statement D31 · Partial read: Page 32 ('Additional transactions') was not read by the pipeline.

Meridian BrokerageD30 · page 1 / 32

Consolidated 1099 2025, joint account ending 0458, Erik Lindqvist and Ngozi Okafor JTWROS. 1099-DIV: 1a total ordinary dividends 4,120.00; 1b qualified 3,560.00; 2a capital gain distributions 640.00; 7 foreign tax paid 186.00. 1099-INT: box 1 interest 0.00; box 3 interest on U.S. Savings Bonds and Treasury obligations 410.00. 1099-B summary: total proceeds 71,965.00.

Meridian BrokerageD30 · page 2 / 32

1099-B detail: M1 Harbor Lane Growth ETF 50 sh acquired 2023-05-10 sold 2025-01-22 proceeds 6,420.00 basis 4,980.00 wash sale loss disallowed 0.00 long-term covered; M2 Cascade Dividend Fund 80 sh acquired 2024-02-14 sold 2025-02-03 proceeds 4,312.00 basis 4,550.00 wash sale loss disallowed 0.00 short-term covered.

Meridian BrokerageD30 · page 3 / 32 · NOT READ BY PIPELINE

1099-B detail: M3 Pinecrest Semiconductor Corp 40 sh acquired 2024-11-18 sold 2025-03-05 proceeds 5,180.00 basis 6,040.00 wash sale loss disallowed 0.00 short-term covered; M4 Pinecrest Semiconductor Corp 25 sh acquired 2025-03-20 sold 2025-04-11 proceeds 2,905.00 basis 3,210.00 wash sale loss disallowed 0.00 short-term covered.

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1099-B detail: M5 Bluewater Energy Inc 100 sh acquired 2022-08-01 sold 2025-04-28 proceeds 3,960.00 basis 4,410.00 wash sale loss disallowed 0.00 long-term covered; M6 Pinecrest Semiconductor Corp 30 sh acquired 2025-02-10 sold 2025-03-05 proceeds 3,885.00 basis 4,620.00 wash sale loss disallowed 735.00 short-term covered.

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1099-B detail: M7 Summit Health Partners 60 sh acquired 2021-06-15 sold 2025-05-19 proceeds 7,140.00 basis 5,220.00 wash sale loss disallowed 0.00 long-term covered; M8 Harbor Lane Growth ETF 35 sh acquired 2024-09-03 sold 2025-06-02 proceeds 4,690.00 basis 4,165.00 wash sale loss disallowed 0.00 short-term covered.

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1099-B detail: M9 Northgate Rail Corp 120 sh acquired 2020-01-10 sold 2025-06-24 proceeds 5,520.00 basis 6,900.00 wash sale loss disallowed 0.00 long-term covered; M10 Cascade Dividend Fund 70 sh acquired 2023-03-01 sold 2025-07-08 proceeds 3,885.00 basis 3,640.00 wash sale loss disallowed 0.00 long-term covered.

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1099-B detail: M11 Bluewater Energy Inc 50 sh acquired 2025-05-01 sold 2025-07-30 proceeds 1,840.00 basis 2,260.00 wash sale loss disallowed 420.00 short-term covered; M12 Meadowlark Biotech 200 sh acquired 2024-12-02 sold 2025-08-14 proceeds 2,460.00 basis 4,100.00 wash sale loss disallowed 0.00 short-term covered.

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1099-B detail: M13 Summit Health Partners 40 sh acquired 2022-10-11 sold 2025-09-09 proceeds 4,880.00 basis 3,560.00 wash sale loss disallowed 0.00 long-term covered; M14 Harbor Lane Growth ETF 45 sh acquired 2024-10-15 sold 2025-09-22 proceeds 6,165.00 basis 5,310.00 wash sale loss disallowed 0.00 short-term covered.

Meridian BrokerageD30 · page 9 / 32

1099-B detail: M15 Ironwood REIT 150 sh acquired 2023-07-19 sold 2025-10-06 proceeds 3,795.00 basis 4,275.00 wash sale loss disallowed 0.00 long-term covered; M16 Meadowlark Biotech 100 sh acquired 2025-08-20 sold 2025-11-03 proceeds 1,180.00 basis 1,040.00 wash sale loss disallowed 0.00 short-term covered.

Meridian BrokerageD30 · page 10 / 32

1099-B detail: M17 Cascade Dividend Fund 60 sh acquired 2022-04-12 sold 2025-12-01 proceeds 3,498.00 basis 3,120.00 wash sale loss disallowed 0.00 long-term covered. Detail total proceeds 71,715.00.

Meridian BrokerageD30 · page 32 / 32 · NOT READ BY PIPELINE

Supplemental page (page 32, 'Additional transactions'): M18 Ironwood REIT (fractional share cash in lieu) 6.8 sh acquired 2025-01-14 sold 2025-12-15 proceeds 250.00 basis 310.00 short-term noncovered.

Where this document landed

No return line cites it. Superseded by the corrected statement D31 · Partial read: Page 32 ('Additional transactions') was not read by the pipeline.

Extraction: partial · 159 values · Page 32 ('Additional transactions') was not read by the pipeline.

Used by engine: v1 ✓ · v2 superseded · v3 superseded

159 extracted values