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Sept 27

Cost per Sept 27 Total


Company Name Symbol # of Shares Share Value
Alphabet Inc GOOG 7 $ 131.46 $ 920.22
Amazon AMZN 6 $ 125.98 $ 755.88
Costco Wholesale Corp. COST 4 $ 563.53 $ 2,254.12
Etsy, Inc. ETSY 8 $ 61.89 $ 495.12
General Electric GE 5 $ 114.85 $ 574.25
$ 4,999.59

Reason for Purchase


GOOG - I google everything, AI is on the rise
AMZN - my mom should really have shares, but I will buy them on her behalf
COST - I love shopping at Costco
ETSY - I love shopping at Etsy
GE - I work at the power plant and we deal with GE a lot

Lisa McEachen
Oct 11 Oct 18 Oct 25 Nov 15
Oct 4 Cost Oct 4 Total Cost Per Oct 11 Total Cost Per Oct 18 Total Cost Per Oct 25 Total Cost Per
Per Share Value Share Value Share Value Share Value Share
$ 136.27 $ 953.89 $ 141.70 $ 991.90 $ 139.28 $ 974.96 $ 126.67 $ 886.69 $ 136.38
$ 127.00 $ 762.00 $ 131.83 $ 790.98 $ 128.13 $ 768.78 $ 121.39 $ 728.34 $ 143.20
$ 571.80 $ 2,287.20 $ 565.52 $ 2,262.08 $ 574.64 $ 2,298.56 $ 549.99 $ 2,199.96 $ 596.78
$ 63.74 $ 509.92 $ 64.84 $ 518.72 $ 67.90 $ 543.20 $ 62.96 $ 503.68 $ 71.74
$ 108.05 $ 540.25 $ 113.26 $ 566.30 $ 107.57 $ 537.85 $ 111.20 $ 556.00 $ 116.30
$ 5,053.26 $ 5,129.98 $ 5,123.35 $ 4,874.67

Gain $ 386.97

Lisa McEachen
Nov 22
Nov 15 Total Cost Per Nov 22 Total
Value Share Value
$ 954.66 $ 140.02 $ 980.14
$ 859.20 $ 146.71 $ 880.26
$ 2,387.12 $ 589.08 $ 2,356.32
$ 573.92 $ 71.48 $ 571.84
$ 581.50 $ 119.60 $ 598.00
$ 5,356.40 $ 5,386.56

Lisa McEachen
Cost Per Share
$700.00

$600.00

$500.00

$400.00

$300.00

$200.00

$100.00

$-

Alphabet Inc Amazon Costco Wholesale Corp. Etsy, Inc. General Electric
Total Value
$5,500.00

$5,400.00

$5,300.00

$5,200.00

$5,100.00

$5,000.00

$4,900.00

$4,800.00

$4,700.00

$4,600.00

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