Thanks. I’ve only had to ‘explain’ things once when, several years ago, everything went in my favor (stock price appreciating, vesting of equity, bonus, timing, etc.) and the surge in assets triggered a request for an explanation.
I suspect in my case my detailed UBS tax report (one of the benefits of paying UBS fees…) clarifies it all in detail anyway. I shall review the report in detail this time to see how it accounts for options trading.