249.14 $723.327.40 $2,078.26 9% US Snail Mid Cap Equity Market Value/Cost Current Period Value Market Value 723,327.40 US Large Cap Equity Concentrated S Other Equity Tax Cost 693.954.39 Unrealized Gain/Loss 29,373.01 Estimated Annual Income 45.721.83 Equity as a percentage of your portfolio 9 %