Thanks again. I did edit it, perhaps excessively, and posted again. I'd be very pleasantly surprised if anyone comments meaningfully before I have to sell the stock but we'll see. That said, I feel pretty confident that you have helped me nail it, since it seems to work nicely in a 2025 simulation via TurboTax 2024; at least until I see what is on the 2025 tax forms from the brokerage and, by then, I should have lots of time to figure out how to deal with things if there is any unexpected information there.
