TOSBF - The Retirees' Dividend Portfolio: John And Jane's February Taxable Account Update

• The Taxable Account generated $1,493.49 of dividends in February of 2022 compared with $1,470.14 of dividends in February of 2021.
• The Taxable Account had a balance of $530K as of February 28, 2022, vs. $467K on February 28, 2021. The annualized cost basis yield is 5.04%.
• Three companies in the Taxable portfolio paid increased dividends or a special dividend during the month of February.
• The Taxable Account had a cash balance of $40K as of February 28, 2022, vs. $36.8K as of February 28, 2021.
• The Taxable Account had an unrealized gain/loss of $111.8K as of February 28, 2022, vs. $50.9K as of February 28, 2021.

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