Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X30 Cedar Logistics 21.879 sh acquired 2024-04-22 sold 2025-12-03 proceeds 2,378.14 basis 2,141.06 wash sale loss disallowed 0.00 long-term covered; X105 Maple Home 39.879 sh acquired 2024-08-08 sold 2025-12-03 proceeds 1,310.92 basis 1,570.40 wash sale loss disallowed 0.00 long-term covered; X84 Redwood Media 31.513 sh acquired 2025-09-30 sold 2025-12-08 proceeds 902.75 basis 818.59 wash sale loss disallowed 0.00 short-term covered; X230 Silverline Energy 6.767 sh acquired 2024-05-31 sold 2025-12-08 proceeds 2,124.65 basis 2,208.01 wash sale loss disallowed 83.36 long-term covered; X256 Northwind Air 32.519 sh acquired 2023-10-20 sold 2025-12-08 proceeds 1,799.10 basis 2,055.39 wash sale loss disallowed 0.00 long-term covered; X180 Silverline Energy 12.945 sh acquired 2025-10-23 sold 2025-12-12 proceeds 1,356.80 basis 1,497.49 wash sale loss disallowed 140.69 short-term covered; X142 Ivory Semis 31.796 sh acquired 2023-05-10 sold 2025-12-17 proceeds 1,879.82 basis 1,741.19 wash sale loss disallowed 0.00 long-term covered; X260 Juniper Cloud 21.303 sh acquired 2025-09-12 sold 2025-12-17 proceeds 2,158.46 basis 1,888.10 wash sale loss disallowed 0.00 short-term covered; X35 Redwood Media 22.256 sh acquired 2023-11-15 sold 2025-12-18 proceeds 829.12 basis 1,010.51 wash sale loss disallowed 0.00 long-term covered; X65 Northwind Air 37.578 sh acquired 2023-06-07 sold 2025-12-19 proceeds 647.52 basis 769.27 wash sale loss disallowed 0.00 long-term covered.
Field: X30_descField: X30_acqField: X30_soldField: X30_proceedsField: X30_basisField: X30_washand 64 more fields on this page