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Investment Performance Detail
Investment Performance Detail
   to  
Date Description Investments Returns
08/27/2009 beginning market value 0.00
04/22/2025 buy, 10 shares 1,100.00
05/29/2025 cash distribution, qualified dividend 4.00
08/28/2025 cash distribution, qualified dividend 4.00
08/28/2025 cash distribution, qualified dividend 4.00
11/25/2025 cash distribution, qualified dividend 4.00
01/13/2026 ending market value 1,390.80
    1,100.00 1,406.80
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 Annualized Internal Rate of Return =  40.5%
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