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Date | Document | Account | Action |
|---|---|---|---|
Feb 1, 2025 | 📄 January 2025 Statement | Individual Brokerage | |
Jan 31, 2025 | 📄 Form 1099-DIV | Individual Brokerage | |
Jan 31, 2025 | 📄 Form 1099-B | Individual Brokerage | |
Jan 15, 2025 | 📄 Trade Confirmation - NVDA | Individual Brokerage | |
Jan 2, 2025 | 📄 December 2024 Statement | Roth IRA |
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