$ 5,000,000
$ 1,000,000
$ 2,000,000
$ 3,000,000
$ 4,000,000
Year 5
Year 15
Year 10
Washington Family
Cabello Family
S&P 500
$4,361,810
$4,996,084
Difference using TLH:
Washington Family
Cabello Family
634,274
000,000
582,993
123,243
+ $
345,665
234,354
012,112
456,876
Year 5
Cabello Family:
$1,010,309
+$47,182
Washington Family:
$1,057,491
Washington Family:
$1,940,767
Cabello Family:
$2,125,134
+$184,367
Year 10
Washington Family:
$4,361,810
Cabello Family:
$4,996,084
+$634,274
Year 15
S&P 500 + Tax Loss Harvesting
S&P 500 + Tax Loss Harvesting