Vanguard Total Stock Market

Stocks & ETFs · 696.16 shares · held in Fidelity Brokerage ...4417

Pledged to Maple Family Trust line

Value

7.9% of what you own

Unrealized gain

on $153,000 cost

vs S&P since bought

price return, value-weighted

Income, next 12 mo

1.33% yield

Value over time

Weekly, across every account it's held in

Where it's held

Positions
Account	Entity	Value	Cost	Gain	Basis from
Fidelity Brokerage ...4417	Maple Family Trust	$290,428	$153,000	+$137k	Statement lots

Fidelity Brokerage ...4417
Entity
Maple Family Trust
Value
$290,428
Cost
$153,000
Gain
+$137k
Basis from
Statement lots

Lots and basis

By year bought; a lot held over a year is long-term. Open a year for its lots.

Long-term · 81 lots: $135,000; +$136,742 gain
Short-term · 12 lots: $18,000; +$687 gain
Next to turn long-term: Dec 2, 2026; 3.9553 bought Dec 1, 2025

BoughtLotsQuantityCostValueGainTerm

2026+$536

1140.8366$16,500$17,036+$536Short-term

11 lots · 40.8366 · cost $16,500 · value $17,036 · Short-term

Nov 1, 2026−$13
3.5643$1,500$1,487−$13Short-term · long-term from Nov 2, 2027
3.5643 · cost $1,500 · value $1,487 · Short-term · long-term from Nov 2, 2027
Oct 1, 2026−$26
3.5344$1,500$1,474−$26Short-term · long-term from Oct 2, 2027
3.5344 · cost $1,500 · value $1,474 · Short-term · long-term from Oct 2, 2027
Sep 1, 2026−$14
3.5609$1,500$1,486−$14Short-term · long-term from Sep 2, 2027
3.5609 · cost $1,500 · value $1,486 · Short-term · long-term from Sep 2, 2027
Aug 1, 2026+$6
3.6097$1,500$1,506+$6Short-term · long-term from Aug 2, 2027
3.6097 · cost $1,500 · value $1,506 · Short-term · long-term from Aug 2, 2027
Jul 1, 2026+$4
3.6061$1,500$1,504+$4Short-term · long-term from Jul 2, 2027
3.6061 · cost $1,500 · value $1,504 · Short-term · long-term from Jul 2, 2027
Jun 1, 2026−$28
3.5284$1,500$1,472−$28Short-term · long-term from Jun 2, 2027
3.5284 · cost $1,500 · value $1,472 · Short-term · long-term from Jun 2, 2027
May 1, 2026+$38
3.6865$1,500$1,538+$38Short-term · long-term from May 2, 2027
3.6865 · cost $1,500 · value $1,538 · Short-term · long-term from May 2, 2027
Apr 1, 2026+$201
4.0774$1,500$1,701+$201Short-term · long-term from Apr 2, 2027
4.0774 · cost $1,500 · value $1,701 · Short-term · long-term from Apr 2, 2027
Mar 1, 2026+$123
3.8911$1,500$1,623+$123Short-term · long-term from Mar 2, 2027
3.8911 · cost $1,500 · value $1,623 · Short-term · long-term from Mar 2, 2027
Feb 1, 2026+$103
3.843$1,500$1,603+$103Short-term · long-term from Feb 2, 2027
3.843 · cost $1,500 · value $1,603 · Short-term · long-term from Feb 2, 2027
Jan 1, 2026+$142
3.9348$1,500$1,642+$142Short-term · long-term from Jan 2, 2027
3.9348 · cost $1,500 · value $1,642 · Short-term · long-term from Jan 2, 2027

2025+$3,912

1252.524$18,000$21,912+$3,912Mixed

12 lots · 52.524 · cost $18,000 · value $21,912 · Mixed

Dec 1, 2025+$150
3.9553$1,500$1,650+$150Short-term · long-term from Dec 2, 2026
3.9553 · cost $1,500 · value $1,650 · Short-term · long-term from Dec 2, 2026
Nov 1, 2025+$147
3.9482$1,500$1,647+$147Long-term
3.9482 · cost $1,500 · value $1,647 · Long-term
Oct 1, 2025+$177
4.0203$1,500$1,677+$177Long-term
4.0203 · cost $1,500 · value $1,677 · Long-term
Sep 1, 2025+$229
4.1439$1,500$1,729+$229Long-term
4.1439 · cost $1,500 · value $1,729 · Long-term
Aug 1, 2025+$294
4.3002$1,500$1,794+$294Long-term
4.3002 · cost $1,500 · value $1,794 · Long-term
Jul 1, 2025+$287
4.2842$1,500$1,787+$287Long-term
4.2842 · cost $1,500 · value $1,787 · Long-term
Jun 1, 2025+$384
4.5161$1,500$1,884+$384Long-term
4.5161 · cost $1,500 · value $1,884 · Long-term
May 1, 2025+$496
4.7848$1,500$1,996+$496Long-term
4.7848 · cost $1,500 · value $1,996 · Long-term
Apr 1, 2025+$502
4.7981$1,500$2,002+$502Long-term
4.7981 · cost $1,500 · value $2,002 · Long-term
Mar 1, 2025+$405
4.5664$1,500$1,905+$405Long-term
4.5664 · cost $1,500 · value $1,905 · Long-term
Feb 1, 2025+$396
4.5441$1,500$1,896+$396Long-term
4.5441 · cost $1,500 · value $1,896 · Long-term
Jan 1, 2025+$445
4.6625$1,500$1,945+$445Long-term
4.6625 · cost $1,500 · value $1,945 · Long-term

2024+$7,966

1262.2416$18,000$25,966+$7,966Long-term

12 lots · 62.2416 · cost $18,000 · value $25,966 · Long-term

Dec 1, 2024+$396
4.5458$1,500$1,896+$396Long-term
4.5458 · cost $1,500 · value $1,896 · Long-term
Nov 1, 2024+$498
4.789$1,500$1,998+$498Long-term
4.789 · cost $1,500 · value $1,998 · Long-term
Oct 1, 2024+$502
4.7992$1,500$2,002+$502Long-term
4.7992 · cost $1,500 · value $2,002 · Long-term
Sep 1, 2024+$519
4.8399$1,500$2,019+$519Long-term
4.8399 · cost $1,500 · value $2,019 · Long-term
Aug 1, 2024+$604
5.043$1,500$2,104+$604Long-term
5.043 · cost $1,500 · value $2,104 · Long-term
Jul 1, 2024+$602
5.0383$1,500$2,102+$602Long-term
5.0383 · cost $1,500 · value $2,102 · Long-term
Jun 1, 2024+$716
5.3121$1,500$2,216+$716Long-term
5.3121 · cost $1,500 · value $2,216 · Long-term
May 1, 2024+$816
5.5526$1,500$2,316+$816Long-term
5.5526 · cost $1,500 · value $2,316 · Long-term
Apr 1, 2024+$709
5.2962$1,500$2,209+$709Long-term
5.2962 · cost $1,500 · value $2,209 · Long-term
Mar 1, 2024+$762
5.4219$1,500$2,262+$762Long-term
5.4219 · cost $1,500 · value $2,262 · Long-term
Feb 1, 2024+$876
5.6958$1,500$2,376+$876Long-term
5.6958 · cost $1,500 · value $2,376 · Long-term
Jan 1, 2024+$965
5.9079$1,500$2,465+$965Long-term
5.9079 · cost $1,500 · value $2,465 · Long-term

2023+$15.4k

1279.9707$18,000$33,363+$15.4kLong-term

12 lots · 79.9707 · cost $18,000 · value $33,363 · Long-term

Dec 1, 2023+$1,076
6.1751$1,500$2,576+$1,076Long-term
6.1751 · cost $1,500 · value $2,576 · Long-term
Nov 1, 2023+$1,269
6.6369$1,500$2,769+$1,269Long-term
6.6369 · cost $1,500 · value $2,769 · Long-term
Oct 1, 2023+$1,247
6.5835$1,500$2,747+$1,247Long-term
6.5835 · cost $1,500 · value $2,747 · Long-term
Sep 1, 2023+$1,114
6.2655$1,500$2,614+$1,114Long-term
6.2655 · cost $1,500 · value $2,614 · Long-term
Aug 1, 2023+$1,091
6.2113$1,500$2,591+$1,091Long-term
6.2113 · cost $1,500 · value $2,591 · Long-term
Jul 1, 2023+$1,160
6.3765$1,500$2,660+$1,160Long-term
6.3765 · cost $1,500 · value $2,660 · Long-term
Jun 1, 2023+$1,303
6.7186$1,500$2,803+$1,303Long-term
6.7186 · cost $1,500 · value $2,803 · Long-term
May 1, 2023+$1,351
6.8348$1,500$2,851+$1,351Long-term
6.8348 · cost $1,500 · value $2,851 · Long-term
Apr 1, 2023+$1,387
6.9196$1,500$2,887+$1,387Long-term
6.9196 · cost $1,500 · value $2,887 · Long-term
Mar 1, 2023+$1,468
7.1132$1,500$2,968+$1,468Long-term
7.1132 · cost $1,500 · value $2,968 · Long-term
Feb 1, 2023+$1,346
6.8222$1,500$2,846+$1,346Long-term
6.8222 · cost $1,500 · value $2,846 · Long-term
Jan 1, 2023+$1,551
7.3137$1,500$3,051+$1,551Long-term
7.3137 · cost $1,500 · value $3,051 · Long-term

2022+$15.4k

1280.1733$18,000$33,447+$15.4kLong-term

12 lots · 80.1733 · cost $18,000 · value $33,447 · Long-term

Dec 1, 2022+$1,344
6.8169$1,500$2,844+$1,344Long-term
6.8169 · cost $1,500 · value $2,844 · Long-term
Nov 1, 2022+$1,512
7.2205$1,500$3,012+$1,512Long-term
7.2205 · cost $1,500 · value $3,012 · Long-term
Oct 1, 2022+$1,747
7.7841$1,500$3,247+$1,747Long-term
7.7841 · cost $1,500 · value $3,247 · Long-term
Sep 1, 2022+$1,410
6.9756$1,500$2,910+$1,410Long-term
6.9756 · cost $1,500 · value $2,910 · Long-term
Aug 1, 2022+$1,308
6.7304$1,500$2,808+$1,308Long-term
6.7304 · cost $1,500 · value $2,808 · Long-term
Jul 1, 2022+$1,491
7.1699$1,500$2,991+$1,491Long-term
7.1699 · cost $1,500 · value $2,991 · Long-term
Jun 1, 2022+$1,290
6.6876$1,500$2,790+$1,290Long-term
6.6876 · cost $1,500 · value $2,790 · Long-term
May 1, 2022+$1,255
6.6031$1,500$2,755+$1,255Long-term
6.6031 · cost $1,500 · value $2,755 · Long-term
Apr 1, 2022+$1,011
6.0194$1,500$2,511+$1,011Long-term
6.0194 · cost $1,500 · value $2,511 · Long-term
Mar 1, 2022+$1,148
6.348$1,500$2,648+$1,148Long-term
6.348 · cost $1,500 · value $2,648 · Long-term
Feb 1, 2022+$1,027
6.0568$1,500$2,527+$1,027Long-term
6.0568 · cost $1,500 · value $2,527 · Long-term
Jan 1, 2022+$903
5.7609$1,500$2,403+$903Long-term
5.7609 · cost $1,500 · value $2,403 · Long-term

2021+$15.0k

1279.0805$18,000$32,991+$15.0kLong-term

12 lots · 79.0805 · cost $18,000 · value $32,991 · Long-term

Dec 1, 2021+$1,036
6.08$1,500$2,536+$1,036Long-term
6.08 · cost $1,500 · value $2,536 · Long-term
Nov 1, 2021+$983
5.9517$1,500$2,483+$983Long-term
5.9517 · cost $1,500 · value $2,483 · Long-term
Oct 1, 2021+$1,131
6.307$1,500$2,631+$1,131Long-term
6.307 · cost $1,500 · value $2,631 · Long-term
Sep 1, 2021+$1,044
6.0976$1,500$2,544+$1,044Long-term
6.0976 · cost $1,500 · value $2,544 · Long-term
Aug 1, 2021+$1,109
6.2541$1,500$2,609+$1,109Long-term
6.2541 · cost $1,500 · value $2,609 · Long-term
Jul 1, 2021+$1,181
6.4267$1,500$2,681+$1,181Long-term
6.4267 · cost $1,500 · value $2,681 · Long-term
Jun 1, 2021+$1,251
6.5935$1,500$2,751+$1,251Long-term
6.5935 · cost $1,500 · value $2,751 · Long-term
May 1, 2021+$1,270
6.6392$1,500$2,770+$1,270Long-term
6.6392 · cost $1,500 · value $2,770 · Long-term
Apr 1, 2021+$1,386
6.9172$1,500$2,886+$1,386Long-term
6.9172 · cost $1,500 · value $2,886 · Long-term
Mar 1, 2021+$1,467
7.1121$1,500$2,967+$1,467Long-term
7.1121 · cost $1,500 · value $2,967 · Long-term
Feb 1, 2021+$1,547
7.3035$1,500$3,047+$1,547Long-term
7.3035 · cost $1,500 · value $3,047 · Long-term
Jan 1, 2021+$1,586
7.3978$1,500$3,086+$1,586Long-term
7.3978 · cost $1,500 · value $3,086 · Long-term

2020+$27.8k

12109.7095$18,000$45,769+$27.8kLong-term

12 lots · 109.7095 · cost $18,000 · value $45,769 · Long-term

Dec 1, 2020+$1,674
7.6077$1,500$3,174+$1,674Long-term
7.6077 · cost $1,500 · value $3,174 · Long-term
Nov 1, 2020+$2,055
8.5207$1,500$3,555+$2,055Long-term
8.5207 · cost $1,500 · value $3,555 · Long-term
Oct 1, 2020+$1,975
8.3305$1,500$3,475+$1,975Long-term
8.3305 · cost $1,500 · value $3,475 · Long-term
Sep 1, 2020+$1,834
7.9922$1,500$3,334+$1,834Long-term
7.9922 · cost $1,500 · value $3,334 · Long-term
Aug 1, 2020+$2,127
8.694$1,500$3,627+$2,127Long-term
8.694 · cost $1,500 · value $3,627 · Long-term
Jul 1, 2020+$2,345
9.2176$1,500$3,845+$2,345Long-term
9.2176 · cost $1,500 · value $3,845 · Long-term
Jun 1, 2020+$2,429
9.4189$1,500$3,929+$2,429Long-term
9.4189 · cost $1,500 · value $3,929 · Long-term
May 1, 2020+$2,803
10.3139$1,500$4,303+$2,803Long-term
10.3139 · cost $1,500 · value $4,303 · Long-term
Apr 1, 2020+$3,466
11.9034$1,500$4,966+$3,466Long-term
11.9034 · cost $1,500 · value $4,966 · Long-term
Mar 1, 2020+$2,615
9.8649$1,500$4,115+$2,615Long-term
9.8649 · cost $1,500 · value $4,115 · Long-term
Feb 1, 2020+$2,236
8.9563$1,500$3,736+$2,236Long-term
8.9563 · cost $1,500 · value $3,736 · Long-term
Jan 1, 2020+$2,209
8.8895$1,500$3,709+$2,209Long-term
8.8895 · cost $1,500 · value $3,709 · Long-term

2019+$51.4k

10191.6235$28,500$79,943+$51.4kLong-term

10 lots · 191.6235 · cost $28,500 · value $79,943 · Long-term

Dec 1, 2019+$2,337
9.1983$1,500$3,837+$2,337Long-term
9.1983 · cost $1,500 · value $3,837 · Long-term
Nov 1, 2019+$2,448
9.4631$1,500$3,948+$2,448Long-term
9.4631 · cost $1,500 · value $3,948 · Long-term
Oct 1, 2019+$2,608
9.8477$1,500$4,108+$2,608Long-term
9.8477 · cost $1,500 · value $4,108 · Long-term
Sep 1, 2019+$2,608
9.8472$1,500$4,108+$2,608Long-term
9.8472 · cost $1,500 · value $4,108 · Long-term
Aug 1, 2019+$2,562
9.7359$1,500$4,062+$2,562Long-term
9.7359 · cost $1,500 · value $4,062 · Long-term
Jul 1, 2019+$2,577
9.7727$1,500$4,077+$2,577Long-term
9.7727 · cost $1,500 · value $4,077 · Long-term
Jun 1, 2019+$2,856
10.4403$1,500$4,356+$2,856Long-term
10.4403 · cost $1,500 · value $4,356 · Long-term
May 1, 2019+$2,587
9.7973$1,500$4,087+$2,587Long-term
9.7973 · cost $1,500 · value $4,087 · Long-term
Apr 1, 2019+$2,702
10.0728$1,500$4,202+$2,702Long-term
10.0728 · cost $1,500 · value $4,202 · Long-term
Mar 14, 2019+$28.2k
103.4483$15,000$43,157+$28.2kLong-term
103.4483 · cost $15,000 · value $43,157 · Long-term

Dividends

Paid and expected; amounts per your share count on each ex-date

Dividends calendar

Dividends
Pay date	Ex-date	Per share	Amount	Status
Dec 24, 2026	Dec 21, 2026	$1.3905		Expected
Mar 26, 2027	Mar 23, 2027	$1.3905		Expected
Jun 25, 2027	Jun 22, 2027	$1.3905		Expected
Sep 24, 2027	Sep 21, 2027	$1.3905		Expected
Sep 24, 2026	Sep 21, 2026	$1.3905	$958	Received
Jun 24, 2026	Jun 18, 2026	$1.3311	$903	Received
Mar 24, 2026	Mar 20, 2026	$1.1916	$795	Received
Dec 24, 2025	Dec 19, 2025	$1.2531	$821	Received

Dec 24, 2026
Ex-date
Dec 21, 2026
Per share
$1.3905
Amount
Status
Expected
Mar 26, 2027
Ex-date
Mar 23, 2027
Per share
$1.3905
Amount
Status
Expected
Jun 25, 2027
Ex-date
Jun 22, 2027
Per share
$1.3905
Amount
Status
Expected
Sep 24, 2027
Ex-date
Sep 21, 2027
Per share
$1.3905
Amount
Status
Expected
Sep 24, 2026
Ex-date
Sep 21, 2026
Per share
$1.3905
Amount
$958
Status
Received
Jun 24, 2026
Ex-date
Jun 18, 2026
Per share
$1.3311
Amount
$903
Status
Received
Mar 24, 2026
Ex-date
Mar 20, 2026
Per share
$1.1916
Amount
$795
Status
Received
Dec 24, 2025
Ex-date
Dec 19, 2025
Per share
$1.2531
Amount
$821
Status
Received

Cost to exit

If you sold all of it today (estimate, from your tax assumptions)

About in tax, leaving about $250,849. Risk and exit cost across the book

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