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Yanxin Lu dc66e42ec4 Normalize frontmatter taxonomy across 293 document transcriptions

Categories now match folder names (15 canonical values).
Types normalized to 25 canonical values per VAULT_MAP.md spec.
Context-aware mapping: W-2s→tax-form, lease files→lease, vet records→vet, etc.

2026-04-05 20:19:52 -07:00

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type, category, person, date, source

type	category	person	date	source
tax-form	tax	yanxin-lu	2022-12-31	lu_1099_stock_2022.pdf

1099 Composite - Charles Schwab 2022 - Yanxin Lu

Account Information

Broker: Charles Schwab & Co., Inc.
Account: 7762-6713
Account Holder: Yanxin Lu, Designated Bene Plan/TOD
Address: 12421 Sanford St, Los Angeles, CA 90066
Payer TIN: 94-1737782
Recipient TIN (Last 4): 3464
Date Prepared: February 10, 2023

Form 1099-DIV - Dividends and Distributions

Box	Description	Amount
1a	Total Ordinary Dividends	$744.30
1b	Qualified Dividends	$536.88
2a	Total Capital Gain Distributions	$0.00
3	Nondividend Distributions	$0.00
4	Federal Income Tax Withheld	$0.00
5	Section 199A Dividends	$0.00
7	Foreign Tax Paid	$0.00

Dividend Detail by Security

Dividends from Vanguard sector ETFs (VHT, VIS, VGT) and Vanguard S&P 500 (VOO).

Form 1099-INT - Interest Income

Box	Description	Amount
1	Interest Income	$0.64
3	US Savings Bonds & Treasury	$0.00
4	Federal Income Tax Withheld	$0.00

Form 1099-B - Proceeds from Broker Transactions

Summary

Category	Proceeds	Cost Basis	Gain/Loss
Short-Term (Box A - reported to IRS)	$23,625.83	$52,065.29	($28,439.46)
Long-Term (Box D - reported to IRS)	$17,055.17	$22,116.44	($5,061.27)
Total	$40,681.00	$74,181.73	($33,500.73)

Short-Term Transactions - All META Platforms Inc (Box A)

Shares	Date Acquired	Date Sold	Proceeds	Cost	Gain/Loss
18 META	05/15/22	06/13/22	$3,039.12	$3,865.86	($826.74)
33 META	08/15/22	08/29/22	$5,412.99	$5,728.41	($315.42)
35 META	08/15/22	08/29/22	$5,743.3	$6,109.95	($366.65)
19 META	08/15/22	10/31/22	$1,755.24	$3,296.67	($1,541.43)
33 META	08/15/22	10/31/22	$3,048.21	$5,728.41	($2,680.20)
35 META	08/15/22	10/31/22	$3,232.89	$6,109.95	($2,877.06)
Various META lots	Various	Various	Various	Various	Various
Total Short-Term			$23,625.83	$52,065.29	($28,439.46)

Long-Term Transactions - All META Platforms Inc (Box D)

Shares	Date Acquired	Date Sold	Proceeds	Cost	Gain/Loss
13 META	11/15/20	06/13/22	$2,194.66	$3,600.35	($1,405.69)
71 META	11/15/20	06/13/22	$11,985.22	$19,663.45	($7,678.23)
12 META	02/15/21	10/31/22	$1,108.44	$3,246.00	($2,137.56)
Various META lots	Various	Various	Various	Various	Various
Total Long-Term			$17,055.17	$22,116.44	($5,061.27)

Total All Transactions

Total Proceeds: $40,681.00
Total Cost Basis: $74,181.73
Total Realized Loss: ($33,500.73)

Note: All transactions are Meta Platforms Inc Class A (CUSIP 30303M102). Losses reflect significant decline in META stock price during 2022.

3.2 KiB Raw Blame History