ABREP - The Retirees' Dividend Portfolio: John And Jane's January Taxable Account Update

• The Taxable account generated $1,072.22 of dividends in January of 2022 compared with $2,208.97 of dividends in January of 2021.
• The Taxable account had a balance of $534K as of January 31, 2022, vs. $444K on January 31, 2021. The annualized cost basis yield is 5.01%.
• Two companies in the Taxable portfolio paid increased dividends or a special dividend during the month of January.
• The Taxable account had a cash balance of $41.9K as of January 31, 2022, vs. $37.2K as of January 31, 2021.
• The Taxable account had an unrealized gain/loss of $115.6K as of January 31, 2022, vs. $29.5K as of January 31, 2021.

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