Method and apparatus for determining personal qualified...

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Reexamination Certificate

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C705S03600T, C705S03600T, C705S019000

Reexamination Certificate

active

07953661

ABSTRACT:
Personal qualified dividend income (QDI) is calculated for one or more investors for mutual fund dividend distributions made to accounts of the investors from one or more mutual funds. Personal QDI information may be automatically generated and provided to investors. A similar process may be performed for brokerage accounts that hold individual stocks.

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patent: 2003/0097324 (2003-05-01), Speckman
patent: 2004/0078271 (2004-04-01), Morano et al.
patent: 2006/0155632 (2006-07-01), Cherkas et al.
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DivTracker by GainsKeeper, printout from web site: http://www.qualified-dividends.com/, printout date: May 11, 2004, 1 page.

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