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

• The Taxable account generated $1,470.14 of dividends in February of 2021 compared with $1,641.99 of dividends in February of 2020.
• The Taxable account had a balance of $466,994.14 as of February 28, 2021, vs. $401,835.85 on February 28, 2020. The annualized cost basis yield is 4.71%.
• A total of two 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 $36,750.67 as of February 28, 2021 vs. $92,320.07 as of February 28, 2020.
• The Taxable account had an unrealized gain/loss of $50,884.55 as of February 28, 2021 vs. -$13,997.90 as of February 28, 2020.

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