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

• The Taxable account generated $1,622.38 of dividends in June of 2021 compared with $1,407.88 of dividends in June of 2020.
• The Taxable account had a balance of $507,993.49 as of June 30, 2021, vs. $374,012.68 on June 30, 2020. The annualized cost basis yield is 4.77%.
• Four companies in the Taxable portfolio paid increased dividends or a special dividend during the month of June.
• The Taxable account had a cash balance of $33,591.76 as of June 30, 2021, vs. $25,033.89 as of June 30, 2020.
• The Taxable account had an unrealized gain/loss of $101,795.06 as of June 30, 2021, vs. -$33,938.71 as of June 30, 2020.

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