$ 50,000,000
$ 10,000,000
$ 20,000,000
$ 30,000,000
$ 40,000,000
Year 5
Year 15
Year 10
Washington Family
Cabello Family
S&P 500
$43,618,098
$49,960,839
Difference using TLH:
Washington Family
Cabello Family
6,342,741
0,000,000
5,829,930
1,232,430
+ $
3,456,652
2,343,541
0,121,121
4,568,763
Year 5
Cabello Family:
$10,103,087
+$470,814
Washington Family:
$10,573,901
Washington Family:
$19,407,669
Cabello Family:
$21,251,336
+$1,843,667
Year 10
Washington Family:
$43,618,098
Cabello Family:
$49,960,839
+$6,342,741
Year 15
S&P 500 + Tax Loss Harvesting
S&P 500 + Tax Loss Harvesting