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

• The Taxable Account generated $2,038.95 of dividends in March of 2022 compared with $1,550.40 of dividends in March of 2021.
• The Taxable Account had a balance of $543.7K as of March 31, 2022, vs. $491.5K on March 31, 2021. The annualized cost basis yield is 4.94%.
• Four 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 $32.8K as of March 31, 2022, vs. $43K as of March 31, 2021.
• The Taxable Account had an unrealized gain/loss of $127.3K as of March 31, 2022, vs. $74.2K as of March 31, 2021.

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