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Lot-Matching Methods

The Tax Optimizer lets you select one of the following lot-matching algorithms when changing the matching method or running what-if scenarios:

1. Maximize Long-Term Gain per share

2. Maximize Short-Term Gain per share

3. Minimize Short-Term Loss per share

4. Minimize Long-Term Loss per share

1. Maximize Long-Term Loss per share

2. Maximize Short-Term Loss per share

3. Minimize Short-Term Gain per share

4. Minimize Long-Term Gain per share

1. Maximize Short-Term Gain per share

2. Maximize Long-Term Gain per share

3. Minimize Long-Term Loss per share

4. Minimize Short-Term Loss per share

1. Maximize Short-Term Loss per share

2. Maximize Long-Term Loss per share

3. Minimize Long-Term Gain per share

4. Minimize Short-Term Gain per share