Avantis Investors
Charles Schwab
Goldman Sachs
MFS
(MMIIX) = Fund Abbreviation (MUHI)
Nuveen
(NCSPX) = Fund Abbreviation (NCASP)
(FCORX) = Fund Abbreviation (CO)
(NHMRX) = Fund Abbreviation (NHYF)
(NTNYX) = Fund Abbreviation (NFNY)
(NVHIX) = Fund Abbreviation (NSDHY)
Thornburg
Vanguard
(VWLTX)
This material is intended for general informational purposes only and has been derived from sources deemed reliable. This information should not be considered a specific recommendation or individualized tax advice. Tax laws are subject to change. Always consult your tax, legal, and accounting advisor regarding your specific situation before engaging in any transaction.