|
|
Investing and Investments
Worksheet: Mutual Fund Shares
Worksheet for Keeping Track of Your Mutual Fund Share's Basis and Holding Period This worksheet should be completed for each mutual fund transaction. This will help you maintain the information you'll need to compute the basis of shares you sell. Remember, you still need to keep all your original documents to support the worksheet.
Share Article:
Investment and insurance products and services are offered through Osaic Institutions,Inc. Member FINRA / SIPC. Osaic and Friend Bank are not affiliated. Products and services made available through Osaic are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.  |