Action Items
Last reviewed: May 2026
Open tasks across all sessions. Updated each monthly review.
Open
| Priority | Owner | Task | Source | Notes |
|---|---|---|---|---|
 High |
Jonathan | Email tax advisor re: MSFT sale | May 2026 | ESPP lots, FX treatment, FIF impact |
| High |
Jonathan | Sell 286 MSFT shares on Fidelity | May 2026 | After tax advisor confirms |
 Medium |
Jonathan | Execute Kernel rebalance | May 2026 | Sell Infra/Div Aristocrats/EM → buy S&P 500/World ex-US/Global 100 |
| Medium |
Jonathan | Resume sell-on-vest policy | May 2026 | Sell RSUs immediately on vest |
| Medium |
Jonathan | Resume sell ESPP on purchase | May 2026 | Sell ESPP shares immediately |
 Low |
Jonathan | Deploy Cloudflare Pages | May 2026 | Set up Access policy for Jonathan + Julia emails |
Completed
| Owner | Task | Completed |
|---|---|---|
| Jonathan | Initial portfolio analysis | May 2026 |
| Jonathan | Monte Carlo stress testing | May 2026 |
| Jonathan | Create family finance site | May 2026 |
| Jonathan | PIE vs FIF tax decision | May 2026 |
Waiting
| Owner | Task | Waiting On |
|---|---|---|
| Jonathan | MSFT share sale | Tax advisor response |
Items move to Completed or are removed once verified done. New items are added each session.