Thanks to both of you for your replies. I sent another message to the 2nd firm, and got a more helpful (and useful) response this time. All holdings in the existing account (in my brother's name, or the trust's name) were sold by the end of 2023, so it was all cash by 31 Dec 2023. So, the cash amount that I received in 2024 equals the value that existed on 31 Dec 2023.
Thanks again for your help!!
