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Re: Punchinello post# 8312

Thursday, 11/30/2023 12:35:30 PM

Thursday, November 30, 2023 12:35:30 PM

Post# of 10610
Dear punchinello,
Can you table all the investments into an excel sheet with one column specifying where that money has come from (whether through qualified accounts like ROTH or as tax paid dollars through a bank account) ...
This will help me update/advise properly...

Thank you,
Laxmi Prasad