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    Quantity represents number of shares or units of a specific purchase of each security
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    Date Acquired is provided to reflect on what date or dates the security was purchased or received into your account
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Unrealized Expanded Tax Lots

The comparison of the current market value and the cost of the security positions in your account, with each purchase (tax lot) listed separately, is available to you through the Unrealized Expanded Tax Lots Screen.

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Sample Data presented for illustrative purposes only.

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