• Herbert E. Pounds Jr., P.C.
  • Attorney at Law
  • 17890 Blanco Road, Suite 100
  • San Antonio, TX 78232-1031
  • Phone: (210) 492-7627
  • Fax: (210) 492-2915
  • Email:moc.ecitsujrotsevni@breH

Brokerage Statement Analyzer

Your Information

Indexes

Vanguard indexes are used for the stock and bond comparisons. Click on the links for more information.

Overview

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Instructions
  • Maximum of 12 months allowed.
  • The Starting Value is actually the Previous Month's Ending Value.
  • Do not use Negative number for Cash Out - the system knows.
  • The longer the period of time the less accurate the ROR and Index results.
  • Download Worksheet Here

Disclaimer