<table><tr><th>From:</th><th>jeffrey E. &lt;jeevacation@gmail.com&gt;</th></tr><tr><td>Sent:</td><td>Wednesday, December 16, 2015 7:19 PM</td></tr><tr><td>To:</td><td>Kathy Ruemmler</td></tr><tr><td>Subject:</td><td>Re:</td></tr></table>

tell her to take as much long term loss as needed to=offset the long term gain

On Wed, Dec 16, 2015 at 2:14 PM, Kathy Ruemmle

> wrote:

Sent from my iPhone

Begin=forwarded message:

From:

=b>Date: December <u>15</u> 2015 at 3:12:46 PM EST To: Kathy Ruemml=r

=div>

Hi Kathy

Enclosed you will find taxable dividends, interest, =nd realized gain/loss booked through the beginning of this week.=/u>

There are a few moving parts however:<=p>

1) 4>=A0 Capital gains which are not reflecting on the report but are =stimated to pay this month are roughly 12,000-13,000. (mostly long t=rm)

2) 4)=A0 Possible losses we could take as of last night's clos=ng:

a. =C2. Short term 9600.00

b. =C2 Long term 11,300

c. =C24> Sun America I won't know what the adjusted loss=we could book is until Thursday. It's a stepped up loss whic= is adjusting over the next few days, so I should have a figure by Thursda=.

I would be happy to review this via phone. If =ou do want to make any changes we will need to speak over the phone for I =an't take email instruction.

Thanks

Danielle

202 434 4732 <tel:202%20434%204732>

</=>

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