Investments & digital assets › F8949.D.total
F8949.D.total · federal · F8949 line D.total
Box D totals (proceeds 248,775.56; basis 243,046.70; adjustments 1,580.24)
7,309
engine v3
not yet verified
⚑ BROKER-TOTALS · pass
How this number was built
R-SUM Arithmetic combination of the listed input lines.
Inputs (160)
F8949.D.N5 Northlake Total Market Index Fund (acquired 2019-04-02, sold 2025-09-04; proceeds 8,400.00, basis 5,580.00)2,820
F8949.D.M1 Harbor Lane Growth ETF (acquired 2023-05-10, sold 2025-01-22; proceeds 6,420.00, basis 4,980.00)1,440
F8949.D.M5 Bluewater Energy Inc (acquired 2022-08-01, sold 2025-04-28; proceeds 3,960.00, basis 4,410.00)-450
F8949.D.M7 Summit Health Partners (acquired 2021-06-15, sold 2025-05-19; proceeds 7,140.00, basis 5,220.00)1,920
F8949.D.M9 Northgate Rail Corp (acquired 2020-01-10, sold 2025-06-24; proceeds 5,520.00, basis 4,880.00)640
F8949.D.M10 Cascade Dividend Fund (acquired 2023-03-01, sold 2025-07-08; proceeds 3,885.00, basis 3,640.00)245
F8949.D.M13 Summit Health Partners (acquired 2022-10-11, sold 2025-09-09; proceeds 4,880.00, basis 3,560.00)1,320
F8949.D.M14 Harbor Lane Growth ETF (acquired 2024-09-15, sold 2025-09-22; proceeds 6,165.00, basis 5,310.00)855
F8949.D.M15 Ironwood REIT (acquired 2023-07-19, sold 2025-10-06; proceeds 3,795.00, basis 4,275.00)-480
F8949.D.M17 Cascade Dividend Fund (acquired 2022-04-12, sold 2025-12-01; proceeds 3,498.00, basis 3,120.00)378
F8949.D.X1 Harborview Insurance (acquired 2023-09-13, sold 2025-05-16; proceeds 2,099.00, basis 2,142.45)-43.45
F8949.D.X3 Delmar Pharma (acquired 2024-08-01, sold 2025-09-29; proceeds 282.95, basis 251.15)31.80
F8949.D.X4 Lumen Optics (acquired 2023-01-04, sold 2025-09-08; proceeds 244.57, basis 265.33, adjustment W 20.76)0
F8949.D.X5 Acadia Robotics (acquired 2024-01-16, sold 2025-05-28; proceeds 366.59, basis 433.86, adjustment W 67.27)-0
F8949.D.X7 Northwind Air (acquired 2023-06-14, sold 2025-02-27; proceeds 575.16, basis 609.16)-34
F8949.D.X8 Juniper Cloud (acquired 2023-10-12, sold 2025-03-27; proceeds 524.69, basis 586.55)-61.86
F8949.D.X9 Eastline Utilities (acquired 2023-08-28, sold 2025-11-24; proceeds 2,229.99, basis 2,303.62)-73.63
F8949.D.X12 Delmar Pharma (acquired 2023-03-03, sold 2025-08-19; proceeds 1,059.01, basis 936.70)122.31
F8949.D.X13 Juniper Cloud (acquired 2023-01-10, sold 2025-06-23; proceeds 1,453.14, basis 1,599.16)-146.02
F8949.D.X14 Cedar Logistics (acquired 2023-01-03, sold 2025-05-29; proceeds 1,320.91, basis 1,170.25)150.66
F8949.D.X15 Lumen Optics (acquired 2023-12-01, sold 2025-11-03; proceeds 477.70, basis 449.52)28.18
F8949.D.X17 Delmar Pharma (acquired 2024-02-22, sold 2025-08-25; proceeds 1,680.45, basis 1,816.05)-135.60
F8949.D.X18 Juniper Cloud (acquired 2023-09-20, sold 2025-06-13; proceeds 992.28, basis 1,125.53)-133.25
F8949.D.X20 Quarry Materials (acquired 2023-02-21, sold 2025-06-09; proceeds 1,081.90, basis 1,094.51)-12.61
F8949.D.X21 Lumen Optics (acquired 2023-12-13, sold 2025-07-10; proceeds 1,516.50, basis 1,493.72)22.78
F8949.D.X24 Keystone Rail (acquired 2023-05-18, sold 2025-03-13; proceeds 2,201.23, basis 1,981.47)219.76
F8949.D.X27 Maple Home (acquired 2023-08-01, sold 2025-07-22; proceeds 1,542.83, basis 1,465.51)77.32
F8949.D.X30 Cedar Logistics (acquired 2024-04-22, sold 2025-12-03; proceeds 2,378.14, basis 2,141.06)237.08
F8949.D.X32 Granite Payments (acquired 2024-04-03, sold 2025-04-09; proceeds 1,043.82, basis 1,042.55)1.27
F8949.D.X34 Redwood Media (acquired 2023-04-12, sold 2025-07-15; proceeds 1,156.10, basis 1,099.79)56.31
F8949.D.X35 Redwood Media (acquired 2023-11-15, sold 2025-12-18; proceeds 829.12, basis 1,010.51)-181.39
F8949.D.X36 Juniper Cloud (acquired 2023-10-27, sold 2025-06-10; proceeds 832.53, basis 837.66)-5.13
F8949.D.X37 Keystone Rail (acquired 2024-04-17, sold 2025-05-27; proceeds 1,339.44, basis 1,412.82)-73.38
F8949.D.X39 Eastline Utilities (acquired 2023-06-28, sold 2025-07-01; proceeds 577.57, basis 526.19)51.38
F8949.D.X40 Cedar Logistics (acquired 2024-08-23, sold 2025-10-31; proceeds 2,257.39, basis 2,344.41)-87.02
F8949.D.X41 Redwood Media (acquired 2024-02-21, sold 2025-03-14; proceeds 377.95, basis 407.29, adjustment W 29.34)-0
F8949.D.X42 Harborview Insurance (acquired 2023-08-15, sold 2025-10-27; proceeds 540.98, basis 559.59, adjustment W 18.61)-0
F8949.D.X43 Delmar Pharma (acquired 2023-07-05, sold 2025-06-23; proceeds 804.22, basis 978.93, adjustment W 174.71)0
F8949.D.X46 Maple Home (acquired 2024-05-15, sold 2025-07-25; proceeds 1,457.49, basis 1,509.08)-51.59
F8949.D.X48 Cedar Logistics (acquired 2023-12-11, sold 2025-06-02; proceeds 2,042.61, basis 2,155.66)-113.05
F8949.D.X49 Northwind Air (acquired 2023-11-29, sold 2025-05-05; proceeds 2,232.35, basis 2,076.36)155.99
F8949.D.X50 Delmar Pharma (acquired 2024-03-19, sold 2025-11-17; proceeds 132.37, basis 155.75)-23.38
F8949.D.X53 Northwind Air (acquired 2024-03-27, sold 2025-09-29; proceeds 589.50, basis 705.43)-115.93
F8949.D.X55 Lumen Optics (acquired 2024-08-09, sold 2025-11-14; proceeds 638.63, basis 661.25)-22.62
F8949.D.X57 Oakmont Bank (acquired 2023-03-24, sold 2025-04-30; proceeds 1,769.79, basis 1,564.19)205.60
F8949.D.X60 Harborview Insurance (acquired 2024-07-29, sold 2025-09-09; proceeds 1,816.82, basis 1,706.65)110.17
F8949.D.X61 Foxglove Retail (acquired 2023-04-19, sold 2025-03-24; proceeds 1,650.29, basis 1,772.24, adjustment W 121.95)-0
F8949.D.X62 Bayfront Foods (acquired 2023-12-21, sold 2025-11-17; proceeds 1,821.82, basis 1,798.77)23.05
F8949.D.X65 Northwind Air (acquired 2023-06-07, sold 2025-12-19; proceeds 647.52, basis 769.27)-121.75
F8949.D.X66 Keystone Rail (acquired 2024-07-19, sold 2025-11-07; proceeds 1,867.78, basis 1,859.69)8.09
F8949.D.X70 Foxglove Retail (acquired 2024-07-19, sold 2025-11-18; proceeds 560.65, basis 612.94)-52.29
F8949.D.X73 Tidewater Health (acquired 2023-08-03, sold 2025-11-25; proceeds 1,693.23, basis 1,603.59)89.64
F8949.D.X74 Acadia Robotics (acquired 2023-09-29, sold 2025-12-29; proceeds 1,702.07, basis 1,937.35)-235.28
F8949.D.X75 Silverline Energy (acquired 2023-08-21, sold 2025-05-09; proceeds 1,413.63, basis 1,463.03)-49.40
F8949.D.X76 Foxglove Retail (acquired 2023-04-12, sold 2025-10-16; proceeds 464.93, basis 508.38)-43.45
F8949.D.X77 Cedar Logistics (acquired 2024-02-27, sold 2025-07-02; proceeds 1,944.18, basis 1,896.51)47.67
F8949.D.X79 Northwind Air (acquired 2024-02-12, sold 2025-05-21; proceeds 2,367.43, basis 2,148.72)218.71
F8949.D.X80 Juniper Cloud (acquired 2023-10-30, sold 2025-10-07; proceeds 2,142.12, basis 1,852.99)289.13
F8949.D.X81 Lumen Optics (acquired 2024-08-22, sold 2025-12-23; proceeds 1,398.09, basis 1,389.63)8.46
F8949.D.X82 Delmar Pharma (acquired 2023-11-20, sold 2025-11-06; proceeds 276.74, basis 285.43)-8.69
F8949.D.X83 Eastline Utilities (acquired 2023-08-18, sold 2025-10-29; proceeds 678.00, basis 825.33)-147.33
F8949.D.X86 Pioneer Chem (acquired 2023-12-13, sold 2025-10-23; proceeds 1,799.46, basis 1,898.34)-98.88
F8949.D.X87 Granite Payments (acquired 2023-07-27, sold 2025-02-27; proceeds 537.02, basis 494.68)42.34
F8949.D.X88 Granite Payments (acquired 2023-11-15, sold 2025-06-17; proceeds 1,892.62, basis 2,038.03)-145.41
F8949.D.X91 Maple Home (acquired 2024-01-29, sold 2025-09-02; proceeds 1,233.15, basis 1,312.74)-79.59
F8949.D.X93 Delmar Pharma (acquired 2024-02-02, sold 2025-12-31; proceeds 291.82, basis 344.13, adjustment W 52.31)0
F8949.D.X94 Keystone Rail (acquired 2023-05-24, sold 2025-11-11; proceeds 903.75, basis 780.22)123.53
F8949.D.X96 Lumen Optics (acquired 2023-06-02, sold 2025-02-19; proceeds 1,512.32, basis 1,478.13)34.19
F8949.D.X97 Ivory Semis (acquired 2024-05-03, sold 2025-08-08; proceeds 1,811.12, basis 1,726.57)84.55
F8949.D.X98 Cedar Logistics (acquired 2024-10-17, sold 2025-12-19; proceeds 1,777.14, basis 2,078.38)-301.24
F8949.D.X99 Acadia Robotics (acquired 2024-04-02, sold 2025-04-17; proceeds 1,319.23, basis 1,410.41)-91.18
F8949.D.X103 Acadia Robotics (acquired 2024-04-26, sold 2025-11-03; proceeds 630.77, basis 705.23)-74.46
F8949.D.X105 Maple Home (acquired 2024-08-08, sold 2025-12-03; proceeds 1,310.92, basis 1,570.40)-259.48
F8949.D.X106 Delmar Pharma (acquired 2024-10-09, sold 2025-10-24; proceeds 1,514.10, basis 1,776.55)-262.45
F8949.D.X108 Foxglove Retail (acquired 2024-03-25, sold 2025-08-20; proceeds 2,103.63, basis 2,395.85, adjustment W 292.22)0
F8949.D.X109 Delmar Pharma (acquired 2023-10-30, sold 2025-10-22; proceeds 860.99, basis 839.76)21.23
F8949.D.X111 Juniper Cloud (acquired 2023-04-28, sold 2025-04-14; proceeds 2,204.08, basis 2,326.65)-122.57
F8949.D.X116 Harborview Insurance (acquired 2024-03-15, sold 2025-08-12; proceeds 2,271.72, basis 2,116.93)154.79
F8949.D.X120 Pioneer Chem (acquired 2024-01-09, sold 2025-07-30; proceeds 543.96, basis 572.67)-28.71
F8949.D.X122 Pioneer Chem (acquired 2024-07-03, sold 2025-09-02; proceeds 1,337.53, basis 1,182.14)155.39
F8949.D.X123 Acadia Robotics (acquired 2024-02-05, sold 2025-06-06; proceeds 592.69, basis 575.69)17
F8949.D.X124 Silverline Energy (acquired 2023-10-03, sold 2025-08-01; proceeds 1,413.66, basis 1,454.85)-41.19
F8949.D.X130 Pioneer Chem (acquired 2023-01-06, sold 2025-07-16; proceeds 848.16, basis 844.10)4.06
F8949.D.X131 Pioneer Chem (acquired 2024-02-23, sold 2025-06-18; proceeds 1,733.19, basis 2,004.12)-270.93
F8949.D.X132 Ivory Semis (acquired 2024-09-18, sold 2025-12-02; proceeds 862.47, basis 764.42)98.05
F8949.D.X133 Delmar Pharma (acquired 2023-07-13, sold 2025-02-11; proceeds 1,154.90, basis 1,362.58)-207.68
F8949.D.X135 Delmar Pharma (acquired 2024-02-01, sold 2025-02-03; proceeds 1,341.11, basis 1,482.52, adjustment W 141.41)-0
F8949.D.X136 Lumen Optics (acquired 2024-03-19, sold 2025-03-20; proceeds 1,481.45, basis 1,457.43)24.02
F8949.D.X137 Quarry Materials (acquired 2024-02-09, sold 2025-05-07; proceeds 514.13, basis 592.23)-78.10
F8949.D.X138 Pioneer Chem (acquired 2024-01-31, sold 2025-09-16; proceeds 650.02, basis 641.93)8.09
F8949.D.X139 Juniper Cloud (acquired 2024-01-17, sold 2025-07-31; proceeds 1,508.43, basis 1,677.32)-168.89
F8949.D.X140 Foxglove Retail (acquired 2023-05-19, sold 2025-08-07; proceeds 1,808.22, basis 2,041.07)-232.85
F8949.D.X141 Oakmont Bank (acquired 2023-11-08, sold 2025-10-07; proceeds 1,755.74, basis 1,756.13)-0.39
F8949.D.X142 Ivory Semis (acquired 2023-05-10, sold 2025-12-17; proceeds 1,879.82, basis 1,741.19)138.63
F8949.D.X147 Redwood Media (acquired 2024-05-31, sold 2025-07-17; proceeds 1,908.23, basis 2,292.40, adjustment W 384.17)-0
F8949.D.X148 Granite Payments (acquired 2023-12-13, sold 2025-07-14; proceeds 980.49, basis 893.76)86.73
F8949.D.X152 Quarry Materials (acquired 2024-06-24, sold 2025-08-11; proceeds 1,591.83, basis 1,855.58)-263.75
F8949.D.X154 Northwind Air (acquired 2024-05-06, sold 2025-09-16; proceeds 1,939.24, basis 2,030.98)-91.74
F8949.D.X155 Cedar Logistics (acquired 2024-03-21, sold 2025-12-23; proceeds 2,180.92, basis 2,306.34)-125.42
F8949.D.X157 Tidewater Health (acquired 2023-07-05, sold 2025-07-10; proceeds 1,099.63, basis 1,256.73)-157.10
F8949.D.X159 Tidewater Health (acquired 2023-08-22, sold 2025-06-27; proceeds 941.77, basis 1,122.56)-180.79
F8949.D.X160 Lumen Optics (acquired 2023-05-17, sold 2025-04-30; proceeds 2,596.55, basis 2,313.30)283.25
F8949.D.X161 Foxglove Retail (acquired 2023-07-17, sold 2025-03-06; proceeds 1,301.99, basis 1,582.67)-280.68
F8949.D.X162 Juniper Cloud (acquired 2023-01-05, sold 2025-12-19; proceeds 2,168.96, basis 2,002.67)166.29
F8949.D.X163 Juniper Cloud (acquired 2024-03-18, sold 2025-10-30; proceeds 903.97, basis 835.14)68.83
F8949.D.X165 Northwind Air (acquired 2024-01-31, sold 2025-09-23; proceeds 2,312.69, basis 2,141.48)171.21
F8949.D.X166 Harborview Insurance (acquired 2024-08-30, sold 2025-11-25; proceeds 632.69, basis 594.37)38.32
F8949.D.X168 Acadia Robotics (acquired 2023-06-23, sold 2025-05-23; proceeds 1,728.85, basis 2,043.31)-314.46
F8949.D.X169 Oakmont Bank (acquired 2024-03-12, sold 2025-12-31; proceeds 145.87, basis 159.48, adjustment W 13.61)0
F8949.D.X171 Redwood Media (acquired 2023-05-10, sold 2025-04-08; proceeds 483.21, basis 475.25)7.96
F8949.D.X172 Pioneer Chem (acquired 2023-08-22, sold 2025-01-30; proceeds 368.20, basis 321.67)46.53
F8949.D.X173 Quarry Materials (acquired 2024-06-06, sold 2025-07-29; proceeds 1,824.54, basis 1,992.08)-167.54
F8949.D.X174 Quarry Materials (acquired 2023-11-27, sold 2025-03-13; proceeds 346.60, basis 324.50)22.10
F8949.D.X175 Delmar Pharma (acquired 2023-03-10, sold 2025-07-22; proceeds 1,769.43, basis 1,589.39)180.04
F8949.D.X178 Quarry Materials (acquired 2024-04-26, sold 2025-06-05; proceeds 2,219.87, basis 2,267.44)-47.57
F8949.D.X182 Pioneer Chem (acquired 2023-07-20, sold 2025-12-01; proceeds 1,832.40, basis 1,593.36)239.04
F8949.D.X183 Northwind Air (acquired 2023-05-05, sold 2025-04-17; proceeds 1,743.33, basis 1,690.07)53.26
F8949.D.X184 Harborview Insurance (acquired 2023-12-13, sold 2025-08-18; proceeds 1,057.50, basis 998.76)58.74
F8949.D.X185 Cedar Logistics (acquired 2024-02-23, sold 2025-07-22; proceeds 1,997.11, basis 2,135.33)-138.22
F8949.D.X188 Ivory Semis (acquired 2024-04-10, sold 2025-06-05; proceeds 1,095.24, basis 1,009.23)86.01
F8949.D.X191 Harborview Insurance (acquired 2024-01-25, sold 2025-07-21; proceeds 2,026.58, basis 2,347.44)-320.86
F8949.D.X192 Pioneer Chem (acquired 2023-05-16, sold 2025-10-28; proceeds 1,194.86, basis 1,111.62)83.24
F8949.D.X193 Harborview Insurance (acquired 2024-03-25, sold 2025-06-06; proceeds 1,836.06, basis 2,104.22)-268.16
F8949.D.X194 Eastline Utilities (acquired 2024-03-27, sold 2025-04-22; proceeds 1,353.91, basis 1,298.37)55.54
F8949.D.X197 Bayfront Foods (acquired 2024-02-13, sold 2025-11-17; proceeds 983.18, basis 1,076.25)-93.07
F8949.D.X198 Pioneer Chem (acquired 2023-11-20, sold 2025-06-05; proceeds 1,233.59, basis 1,163.86)69.73
F8949.D.X199 Ivory Semis (acquired 2023-09-15, sold 2025-11-11; proceeds 341.69, basis 351.35, adjustment W 9.66)-0
F8949.D.X200 Harborview Insurance (acquired 2023-01-31, sold 2025-05-09; proceeds 1,071.92, basis 943.73)128.19
F8949.D.X201 Silverline Energy (acquired 2024-05-06, sold 2025-08-14; proceeds 456.86, basis 400.92)55.94
F8949.D.X203 Granite Payments (acquired 2024-06-10, sold 2025-09-17; proceeds 1,705.28, basis 1,499.22)206.06
F8949.D.X204 Lumen Optics (acquired 2023-06-29, sold 2025-04-30; proceeds 1,098.70, basis 1,100.45)-1.75
F8949.D.X205 Ivory Semis (acquired 2023-03-10, sold 2025-05-29; proceeds 388.22, basis 348.08)40.14
F8949.D.X207 Harborview Insurance (acquired 2023-07-12, sold 2025-02-04; proceeds 2,193.94, basis 2,026.23)167.71
F8949.D.X208 Harborview Insurance (acquired 2024-09-10, sold 2025-10-13; proceeds 270.29, basis 326.06)-55.77
F8949.D.X210 Keystone Rail (acquired 2023-12-27, sold 2025-09-15; proceeds 1,830.17, basis 2,128.65)-298.48
F8949.D.X213 Maple Home (acquired 2023-06-20, sold 2025-02-06; proceeds 1,145.37, basis 1,011.68)133.69
F8949.D.X215 Foxglove Retail (acquired 2023-02-03, sold 2025-09-10; proceeds 365.64, basis 442.80)-77.16
F8949.D.X217 Cedar Logistics (acquired 2023-12-29, sold 2025-03-07; proceeds 1,888.25, basis 2,019.64, adjustment W 131.39)-0
F8949.D.X219 Tidewater Health (acquired 2024-09-24, sold 2025-10-06; proceeds 1,044.10, basis 1,030.70)13.40
F8949.D.X220 Eastline Utilities (acquired 2024-09-18, sold 2025-11-06; proceeds 316.53, basis 280.29)36.24
F8949.D.X221 Keystone Rail (acquired 2023-04-24, sold 2025-02-25; proceeds 2,657.65, basis 2,313.90)343.75
F8949.D.X223 Bayfront Foods (acquired 2023-07-26, sold 2025-10-21; proceeds 1,502.83, basis 1,685.24)-182.41
F8949.D.X228 Pioneer Chem (acquired 2023-11-28, sold 2025-04-11; proceeds 271.52, basis 246.70)24.82
F8949.D.X230 Silverline Energy (acquired 2024-05-31, sold 2025-12-08; proceeds 2,124.65, basis 2,208.01, adjustment W 83.36)-0
F8949.D.X234 Delmar Pharma (acquired 2024-07-25, sold 2025-09-24; proceeds 573.77, basis 613.24, adjustment W 39.47)-0
F8949.D.X237 Keystone Rail (acquired 2024-04-19, sold 2025-06-30; proceeds 163.19, basis 177.93)-14.74
F8949.D.X243 Juniper Cloud (acquired 2024-06-26, sold 2025-10-29; proceeds 1,740.58, basis 1,858.97)-118.39
F8949.D.X244 Cedar Logistics (acquired 2023-06-16, sold 2025-05-19; proceeds 477.35, basis 456.95)20.40
F8949.D.X245 Eastline Utilities (acquired 2024-01-23, sold 2025-12-02; proceeds 1,744.43, basis 1,635.57)108.86
F8949.D.X246 Silverline Energy (acquired 2024-06-27, sold 2025-10-08; proceeds 2,527.38, basis 2,188.87)338.51
F8949.D.X247 Bayfront Foods (acquired 2023-04-19, sold 2025-10-10; proceeds 2,351.08, basis 2,368.91)-17.83
F8949.D.X248 Keystone Rail (acquired 2023-07-03, sold 2025-11-14; proceeds 1,230.23, basis 1,237.19)-6.96
F8949.D.X249 Northwind Air (acquired 2023-01-20, sold 2025-04-25; proceeds 1,597.06, basis 1,633.82)-36.76
F8949.D.X251 Juniper Cloud (acquired 2024-03-05, sold 2025-04-22; proceeds 1,554.58, basis 1,745.39)-190.81
F8949.D.X252 Bayfront Foods (acquired 2023-06-16, sold 2025-02-04; proceeds 1,496.81, basis 1,294.60)202.21
F8949.D.X253 Acadia Robotics (acquired 2023-01-06, sold 2025-01-03; proceeds 338.76, basis 407.41)-68.65
F8949.D.X254 Harborview Insurance (acquired 2024-04-10, sold 2025-10-02; proceeds 2,144.59, basis 1,901.56)243.03
F8949.D.X255 Ivory Semis (acquired 2024-07-17, sold 2025-11-04; proceeds 1,968.14, basis 2,034.45)-66.31
F8949.D.X256 Northwind Air (acquired 2023-10-20, sold 2025-12-08; proceeds 1,799.10, basis 2,055.39)-256.29
F8949.D.X257 Quarry Materials (acquired 2024-04-10, sold 2025-12-01; proceeds 439.09, basis 381.22)57.87
Flows into
Independent checks
Broker summaries foot to their detailAgrees
Meridian (D31): summary 71,965.00 vs detail 71,965.00 incl. page 32; Brightpath short-term: summary 139,615.96 vs 110 lots 139,615.96; Brightpath long-term: summary 195,112.56 vs 150 lots 195,112.56. The engine's 250.00 mismatch (diagnostic) is the unread page 32 lot M18.
Method: Summed printed 1099-B detail lines per broker and compared with the printed summary.
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History — nothing is overwritten
v1 · 2026-03-04: 4,434v2 · 2026-03-19: 7,309v3 · 2026-06-23: 7,309
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