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| Asset Allocation: a percentage allocation of your assets. |
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| Cash and Cash Equivalents |
15,667 |
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15,667 |
53.90 |
| Stocks and Options |
5,844 |
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5,844 |
46.10 |
| Total |
21,511 |
0 |
21,511 |
100.00 |
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*Outstanding accruals are dividends that have been announced but not yet paid (for equities), or accrued interest (for bonds).
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Zions Direct is not authorized to give tax advice. The information displayed should be considered general reference. Cost basis information for securities acquired prior to activation of the tax lot accounting system or for securities delivered into your account after purchase, has been provided to Zions Direct by you. Zions Direct makes no representation as to the accuracy of information provided by clients. Total realized and unrealized gains and losses do not include securities for which no cost basis is available. Note: In the absence of instruction to the contrary, sell transactions will be recorded on a first in first out (FIFO) accounting basis. Cost basis may change in the event of the death of an account owner. Consult your attorney or tax advisor for additional information.
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