Brightpath Advisors 2025 Form 1099-B (direct-indexing account) · Brightpath Advisors
1099-B detail: X6 Redwood Media 7.01 sh acquired 2024-04-08 sold 2025-03-20 proceeds 1,229.65 basis 1,382.85 wash sale loss disallowed 0.00 short-term covered; X67 Juniper Cloud 31.249 sh acquired 2025-01-08 sold 2025-03-20 proceeds 2,220.39 basis 2,281.86 wash sale loss disallowed 0.00 short-term covered; X136 Lumen Optics 2.364 sh acquired 2024-03-19 sold 2025-03-20 proceeds 1,481.45 basis 1,457.43 wash sale loss disallowed 0.00 long-term covered; X211 Delmar Pharma 37.047 sh acquired 2024-06-05 sold 2025-03-20 proceeds 1,745.56 basis 1,651.87 wash sale loss disallowed 0.00 short-term covered; X23 Juniper Cloud 17.18 sh acquired 2024-10-03 sold 2025-03-24 proceeds 1,829.29 basis 2,195.02 wash sale loss disallowed 0.00 short-term covered; X61 Foxglove Retail 2.717 sh acquired 2023-04-19 sold 2025-03-24 proceeds 1,650.29 basis 1,772.24 wash sale loss disallowed 121.95 long-term covered; X241 Oakmont Bank 17.068 sh acquired 2024-07-10 sold 2025-03-25 proceeds 714.61 basis 690.17 wash sale loss disallowed 0.00 short-term covered; X8 Juniper Cloud 13.238 sh acquired 2023-10-12 sold 2025-03-27 proceeds 524.69 basis 586.55 wash sale loss disallowed 0.00 long-term covered; X58 Juniper Cloud 5.028 sh acquired 2024-05-06 sold 2025-04-01 proceeds 2,127.29 basis 1,903.28 wash sale loss disallowed 0.00 short-term covered; X115 Oakmont Bank 36.044 sh acquired 2024-05-13 sold 2025-04-02 proceeds 226.85 basis 248.95 wash sale loss disallowed 0.00 short-term covered.
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