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alphaarchitect Avatar Wes Gray 🇺🇸 @alphaarchitect on x 48.4K followers Created: 2025-07-22 18:57:30 UTC

@todd_cfa Not entirely following the question, but generally speaking, transferors will receive ETF shares in exchange for qualified contributions, and all tax lots are remapped into these shares. I.e., no change in tax position. Make sense? Or clear as mud?

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