Miraflores · Okafor-Lindqvist 2025
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For Priya Raman
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F8949.A.X224 · federal · F8949 line A.X224

Lumen Optics (acquired 2025-10-24, sold 2025-12-26; proceeds 187.42, basis 183.81)

3.61
engine v3
not yet verified

How this number was built

R-8949-LOT One line per sale: proceeds minus basis plus adjustment. Broker basis is used as reported unless a supplemental statement for the same lot is matched.
Sources (6) — where the inputs came from
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X224_desc · “Lot X224 description”
read as “Lumen Optics” → Lumen Optics 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X224_acq · “Lot X224 date acquired”
read as “10/24/2025” → 2025-10-24 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X224_sold · “Lot X224 date sold”
read as “12/26/2025” → 2025-12-26 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X224_proceeds · “Lot X224 proceeds”
read as “187.42” → 187.42 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X224_basis · “Lot X224 cost basis”
read as “183.81” → 183.81 99%
Brightpath Advisors 2025 Form 1099-B (direct-indexing account)
D74 · page 27 · field X224_wash · “Lot X224 wash sale loss disallowed”
read as “0.00” → 0 99%
Flows into

History — nothing is overwritten

v1 · 2026-03-04: 3.61v2 · 2026-03-19: 3.61v3 · 2026-06-23: 3.61
Adjust this number
Reviewer approves; over 1,000 tax effect needs the partner.

Evidence & discussion

Record how you verified it