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| TAX BUCKET |
| DID I SAVE SOME MONEY FOR TAXES? |
| Saving money from profits to help pay for taxes is important so I moved over this amount and bought this dividend ETF as a place holder for the tax year |
| DIVIDEND PAYING STOCK | SYM | Date | Shares | Total Cost |
| Roundhill S&P 500 0DTE Covered Call Strategy ETF | XDTE | May-30 | 2 | $80.04 |
| I took 25% of the total premium profit $40.02 and bought (2) shares of XDTE to keep all year and collect dividends on and come tax time I will sell equal dollars in said ETF to pay the tax man |
| Yahoo Summary Link > | https://finance.yahoo.com/quote/XDTE |
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| This is not a recommendation to buy or sell this stock |
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| Disclaimer: Yes, I do own shares |
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| Trading stocks and options have risk. Required reading prior to placing money at risk with options is the ODD which is posted below. "The Characteristics & Risks of Standardized Options" Prior to buying or selling an option, investors must read a copy of the Characteristics & Risks of Standardized Options, also known as the options disclosure document (ODD). It explains the characteristics and risks of exchange traded options. |
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