Owners / Leo / 208 Leo Statement

208 Leo

February 2026 Statement

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Ownership
Sheri Sokoloff 50%
Jennifer Sherwood 50%
Jordan Zimmerman 0%
Income
+$2,000.00
Expenses
-$50.00
Net
+$1,950.00
Reserves
-$350.00
Owner Draw
-$1,600.00
Investment
$0.00
To Operating
$0.00

* Security deposits tracked separately below and excluded from income & expenses above.

Funds held in trust
Operating Balance
$2,158.27
Start of period $2,158.27
Receipts +$2,000.00
Disbursements -$2,000.00
CapEx, Tax & Insurance reserve
$9,205.93
Start of period $11,783.34
This period +$350.10
See ledger →
Distribution
Total Owner Draw $1,600.00
2/2/2026 Jennifer Sherwood -$1,600.00

Account Activity

4 entries
Date Payee Description Category Amount Balance
Starting Balance $2,158.27
2/2/2026 Sheri Sokoloff Feb 2026 Payment Tenant Rent +$2,000.00 $4,158.27
2/2/2026 Jennifer Sherwood Owner Draw Owner Draw -$1,600.00 $2,558.27
2/2/2026 Leo Savings Transfer (Capex + Prop Tax + Ins) Account Transfer -$350.00 $2,208.27
2/17/2026 Manuel Toribio Yard Service Repairs - Maintenance -$50.00 $2,158.27

CapEx, Tax & Insurance reserve Activity

2 entries
Date Description Amount Balance
Opening Balance $11,783.34
1/16/2026 Interest +$0.10 $11,783.44
2/2/2026 Transfer (Capex + Prop Tax + Ins) +$350.00 $12,133.44
Closing Balance $9,205.93