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| Date | Subject | Category | Account | |
|---|---|---|---|---|
| 01/20/26 | VERTEX 1099 Tax Forms | Tax Document | Individual Brokerage (****4321) | |
| 01/14/26 | Sign up for Newsletters | Promotions | Roth IRA | |
| 01/20/26 | High volatility detected | Market Alert | Roth IRA | |
| 01/20/26 | AAPL reached target price | Price Alert | Individual Brokerage (****4321) |