/K [600 0 R 601 0 R 602 0 R] /S /L /LineHeight 8.5 /P 21 0 R 1782 0 R 1783 0 R 1784 0 R 1785 0 R 1786 0 R 1787 0 R 1788 0 R 1788 0 R 1789 0 R 1790 0 R /7 [-32768.0 5.0 4.0 -306.0 -107.4 306.0 -107.4 1.0 0.0 0.0 endobj /C /Pa12 I'm currently funding the Roth IRA with monthly payments pulled from the CMA below. /Font << 278 0 obj << Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. Taking risk, cost and performance measures into account, each quarter we highlight 3-5 funds in each category. /GS1 352 0 R /Pg 27 0 R /S /L /Resources << /K [590 0 R 591 0 R 592 0 R 593 0 R 594 0 R] 1395 0 R 1396 0 R 1397 0 R 1398 0 R 1398 0 R 1398 0 R 1399 0 R 1400 0 R 1401 0 R 1402 0 R /Rect [36.0 473.376 297.0 463.768] (BRO-06-22-0390.indd:.89170:4380) [30 0 R /Fit] 36 0 obj /Contents ( Electronic Bill Payment page 6 ) << $0 option trades are subject to a $0.65 per-contract fee. >> /Pa39 << /K 4 /Contents ( Cash Management page 3 ) /SpaceAfter 3.0 /S /H4 /Type /Pages /StructParents 148 /Subtype /Link For performance information current to the most recent month end, please contact us. Prior to buying or selling an option, clients must receive the options disclosure document "Characteristics and Risks of Standardized Options." 1043 0 R 1044 0 R 1045 0 R 1046 0 R 1047 0 R 1048 0 R 1049 0 R 1050 0 R 1051 0 R 1052 0 R endobj /O /Layout >> /C /Pa5 (BRO-06-22-0390.indd:1 \(page 9\):4402) [34 0 R /XYZ 35 471 null] << /T1_0 359 0 R Merrill Edge Mutual Fund Redemption Fee Broker Mutual Fund Redemption Fees In addition to the broker-imposed redemption fee, many mutual funds themselves also impose short-term trading charges. stream /ArtBox [0.0 0.0 612.0 792.0] Between now and my initial investment in 2013, the Vanguard funds have appreciated by 2000 $. >> << /SpaceAfter 5.0 /C /Pa3 168 0 obj /ProcSet [/PDF /Text] >> Vanguard ETF transactions, on the other hand, have no transaction fee. endobj /Tabs /S /S /H3 Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. 2023 Bank of America Corporation. /Pg 50 0 R /CS0 [/ICCBased 350 0 R] /Rotate 0 /K 48 Select link to get a quote. /W 0 /O /Layout /P 21 0 R /LastModified >> /P 21 0 R >> It looks like this fund is subject to state tax. /A 2079 0 R 1.0 -269.5 -359.5] /Border [0 0 0] /T1_3 364 0 R endobj 1451 0 R 1452 0 R 1453 0 R 1454 0 R 1455 0 R 1456 0 R 1457 0 R 1458 0 R 1459 0 R 1460 0 R /K 47 /P 21 0 R endobj 1213 0 R 1214 0 R 1215 0 R 1216 0 R 1217 0 R 145 0 R 1218 0 R 1219 0 R 1220 0 R 1221 0 R /O /Layout << endobj /BS << endobj >> 82 0 obj endobj >> /First 38 0 R /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 >> /BS << /LineHeight 8.0 /Rect [36.0 207.523 297.0 196.714] /Subtype /Link >> If your portfolio has more funds than individual stocks, fee-free trades will save you money. /T1_2 360 0 R This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. /Subtype /Link /LastModified << /Annots [516 0 R 517 0 R] /S /H4 /Resources << /Type /Annot /Pg 31 0 R endobj /K [556 0 R 557 0 R 558 0 R 559 0 R 560 0 R 561 0 R 562 0 R 563 0 R 564 0 R 565 0 R] >> 110 0 obj /Length 0 /C /Pa12 15 0 obj >> 1001 0 R 1002 0 R 1003 0 R 1004 0 R 1005 0 R 1006 0 R 1006 0 R 1007 0 R 1008 0 R 1008 0 R /CropBox [0.0 0.0 612.0 792.0] /S /L Quickly filter through thousands of mutual funds to find the ones that align with your unique investing style and personal preferences. 86 0 obj /Limits [(05WvMmJWzkysCyJyAaV0JA) (Ut9LSXK2zkmLdUFUdV9KOw)] /P 21 0 R << >> >> /H /N The Securities and Exchange Commission (SEC) charged crypto exchange Gemini and crypto lender Genesis with selling unregistered securities last week. /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 61 0 obj /S /H3 /P 21 0 R /P 21 0 R /ArtBox [0.0 0.0 612.0 792.0] How Much Does Home Ownership Really Cost? /Resources << /0 [19247.0 1.0 2.0 -270.0 -360.0 -9.0 345.6 1.0 0.0 0.0 /P 21 0 R /S /L /LineHeight 7.0 /Rotate 0 /ID (W2NW8QH5GUuM7k84WMG_HA) 1853 0 R 1853 0 R 1854 0 R 125 0 R 1855 0 R 1856 0 R 1856 0 R 1856 0 R 1856 0 R 1856 0 R endobj Vanguard Inflation-Protected Securities Fund (, American Century Inflation-Adjusted Bond Fund (, Vanguard Intermediate Term Treasury Fund (, T. Rowe Price US Treasury Intermediate Fund (, Neither VFITX nor PRTIX are index funds, but behave relatively similarly, Neither VUTSX nor DRGTX are index funds, but behave relatively similarly, other than fee differences. 129 0 obj 3. << /O /Layout /S /L /O /Layout /GS0 351 0 R /S /H4 Self-Directed Trading Managed Portfolios Merrill Edge Guided Investing is available to those with a $5,000 minimum balance for a 0.45% annual fee. << /S /L 1.0 -94.32 -255.6] 155 0 obj >> /K 88 >> /Rotate 0 << Short Term Redemption Fees Recap Both brokerage firms and . >> /C /Pa7 Merrill Edge has created a very convenient way to manage the DRIP settings for each security in your account. This is the first choice displayed. /PageUIDList << /Pg 50 0 R /Type /Border /P 21 0 R /CropBox [0.0 0.0 612.0 792.0] << /Pg 30 0 R 324 0 obj /GS1 352 0 R /8 [-32768.0 6.0 4.0 -306.0 149.76 306.0 149.76 1.0 0.0 0.0 /T1_0 359 0 R /Pg 29 0 R 303 0 obj 1.0 -315.478 330.48] 126 0 obj /3 [-32768.0 3.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 93 0 obj /S /L /C /Pa39 /K 4 /0 [13025.0 0.0 2.0 -270.0 -360.0 -9.0 322.56 1.0 0.0 0.0 >> /Pg 47 0 R 1529 0 R 1530 0 R 1531 0 R 1532 0 R 1533 0 R 1534 0 R 1534 0 R 1535 0 R 1536 0 R 1537 0 R] /LineHeight 0.0 264 0 obj /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 309.6 1.0 0.0 0.0 /T1_3 365 0 R /Contents 512 0 R /K 26 /Pg 50 0 R endobj /K 7 /Names [(V3aLNaWGyEKQLjji-WYQfw) 451 0 R (W2NW8QH5GUuM7k84WMG_HA) 197 0 R (W6pGNlUf1EuyW8z0CUvSYA) 452 0 R (WN1Xx-3cI0OZkvASpS7FLw) 453 0 R (Wi_YEs_6hUGAvqFC3el3zw) 454 0 R /GS4 499 0 R /C /Pa12 /A 2061 0 R /BaseFont /Helvetica /BleedBox [0.0 0.0 612.0 792.0] << /Rect [36.0 417.488 297.0 408.192] 1244 0 R 1245 0 R 1246 0 R 1247 0 R 1248 0 R 1249 0 R 158 0 R 1250 0 R 1251 0 R 1252 0 R /T1_5 362 0 R 1.0 -269.5 -555.319] >> 92 0 obj /Pg 29 0 R What Is the Minimum Investment for Vanguard Funds on Merrill Edge? NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Merrill Edge investment accounts allow consumers to build their own diversified investment portfolios, which may include ETFs and mutual funds that track a particular index such as the S&P 500 and the DJIA. Consumers can open, fund, and track their accounts online, or through Merrill Edges mobile app, and account rollover is also available. endobj 2) Take a look at M1 Finance, my favorite broker. /K [608 0 R 609 0 R] 291 0 R 292 0 R 293 0 R 294 0 R 295 0 R 296 0 R 297 0 R 298 0 R 299 0 R 300 0 R /StructParent 107 /Font << endobj /S /H3 /S /H4 /Pg 30 0 R >> 1.0 -269.5 -203.74] endobj 225 0 obj /Resources << /Pg 46 0 R /GS0 351 0 R (BRO-06-22-0390.indd:Funds Transfer Service:4312) [28 0 R /XYZ 35 659 null] /LastModified (D:20220719112238+02'00') Robinhood offers the industry's highest rate of /SpaceAfter 4.0 /S /L /C /Pa12 /StructParent 94 endobj << Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. /S /L >> endobj /InDesign << /12 [-32768.0 2.0 2.0 -270.0 -204.24 -42.9 -189.6 1.0 0.0 0.0 endobj endobj endobj /0 13909 null 1629 0 R 1630 0 R null 1631 0 R 692 0 R 693 0 R 694 0 R 695 0 R 1632 0 R /ArtBox [0.0 0.0 612.0 792.0] /S /P /S /H3 Other fees may apply. 1034 0 R 1035 0 R 1036 0 R 1037 0 R 91 0 R 1038 0 R 1039 0 R 1040 0 R 1041 0 R 1042 0 R (BRO-06-22-0390.indd:Other Fees and Charges:4319) [30 0 R /XYZ 35 692 null] /Type /Pages /T1_2 361 0 R /T1_1 360 0 R /K 670 0 R /S /H3 Once your account is set, all that is left is funding your account, and the trading begins! >> /Annots [402 0 R] The most important thing you need to know about how to sell mutual funds may be when you should get out of a fund. /DA (/Helv 0 Tf 0 g ) /P 21 0 R One of the cons to Merrill Edge's MarketPro is that you have to make at least 15 trades per quarter or maintain a $50,000 balance in total assets. /LineHeight 8.0 >> 1)Personal Capital is simply the best tool out there to track your net worth and plan for financial freedom. /CS0 [/ICCBased 350 0 R] NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. endobj /StructParents 137 /6 [-32768.0 5.0 2.0 -270.0 -360.0 -9.0 99.6 1.0 0.0 0.0 << How To Sell Mutual Funds. (BRO-06-22-0390.indd:1:4207) [26 0 R /XYZ 350 204 null] /LastModified (D:20220718130313+02'00') << << /S /L << /P 21 0 R /P 21 0 R /T1_4 418 0 R /S /L >> 791 0 R] /K 1 The building blocks of Boglehead-style investing are low- expense-ratio index mutual funds and/or exchange-traded funds (ETFs). 1070 0 R 1071 0 R 1072 0 R 1073 0 R 99 0 R 1074 0 R 1075 0 R 1076 0 R 1077 0 R 1078 0 R /Pg 50 0 R >> /Resources << /BaseFont /ZapfDingbats /P 21 0 R /Pg 33 0 R /NumberOfPageItemsInPage 15 >> The performance data contained herein represents past performance which does not guarantee future results. /T1_0 359 0 R /P 21 0 R >> /K [880 0 R 881 0 R 882 0 R 883 0 R] /Pa32 << /PageWidthList << /C /Pa12 2 0 obj /P 21 0 R /PieceInfo << /A << Taking risk, cost and performance measures into account, each quarter we highlight 3-5 funds in each category. /0 612.0 /C /Pa12 % Whereas the default account at Vanguard is a mutual fund account, in which you can only buy Vanguard mutual funds (all other products require a separate Vanguard Brokerage Service account), the default account at Merrill EdgE is a brokerage account. /S /L 4. /Pg 30 0 R /Subtype /Link 1386 0 R 1387 0 R 1388 0 R 1389 0 R 1390 0 R 1391 0 R 1392 0 R 1393 0 R 1394 0 R 1394 0 R /SpaceAfter 4.0 >> /Subtype /Link /ProcSet [/PDF /Text] /Alt (Merrill, a Bank of America Company) >> /T1_4 363 0 R >> /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] /2 [-32768.0 13.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /P 21 0 R /S /P 224 0 obj If you are trading a non-margin account at Merrill Edge, you may have seen that the funds that come from selling stocks, funds, ETFs, and options have settlement /P 21 0 R 157 0 obj [27 0 R /XYZ 314 759 null] BofA acquired Merrill Lynch during the 2008 financial crisis, and the rationale for launching Merrill Edge was to combine its online investing arm and Merrill Lynch 's investment expertise.. where to buy irish sea moss near Vinh Nghe An petition for expungement form texas core shamanism training This fee can be waived for people who . >> /SpaceAfter 4.0 >> /Type /Border /A << /0 612.0 >> << << /Type /Page << PFI Rating: 4.9/5. 223 1925 0 R 224 1928 0 R 225 1931 0 R 226 1939 0 R 227 1949 0 R << /Pg 27 0 R >> /LineHeight 8.0 What Types of Homeowners Insurance Policies Are Available? /S /S >> >> /O /Layout << >> 1.0 0.0 -73.44] >> >> /S /P /NumberofPages 1 endobj Best Homeowners Insurance for New Construction, How to Get Discounts on Homeowners Insurance. >> 75 0 obj Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. /PageWidthList << /H /N /DocumentID >> /0 [13633.0 0.0 2.0 -270.0 -360.0 -9.0 322.8 1.0 0.0 0.0 /Type /Annot /Contents 504 0 R 61 0 R 62 0 R 63 0 R 64 0 R 65 0 R 66 0 R 67 0 R 68 0 R 69 0 R 70 0 R endobj /ArtBox [0.0 0.0 612.0 792.0] endobj 71 0 R 72 0 R 73 0 R 74 0 R 75 0 R 76 0 R 77 0 R 78 0 R 79 0 R 80 0 R endobj /Parent 19 0 R << 45 0 obj Click for complete Disclaimer. /LastModified (D:20220719112238+02'00') /LineHeight 12.0 1.0 -272.881 -334.3] /S /H3 endobj /T1_2 365 0 R /PageUIDList << /NumberOfPageItemsInPage 5 /0 [-32768.0 0.0 2.0 -270.0 -360.0 -9.0 315.6 1.0 0.0 0.0 >> 103 0 obj endobj 1009 0 R 1010 0 R 1011 0 R 1012 0 R 1013 0 R 1014 0 R 1015 0 R] /PageItemUIDToLocationDataMap << /P 21 0 R endobj /StructParents 207 /S /Note >> Your email address will not be published. /P 21 0 R endobj endobj >> /Parent 6 0 R /0 [1.0 0.0 0.0 1.0 -306.0 -396.0] /Type /Page /5 [-32768.0 3.0 4.0 -306.0 171.6 306.0 171.6 1.0 0.0 0.0 /OriginalDocumentID endobj 210 0 obj 230 2001 0 R 231 2016 0 R 232 [2017 0 R 2018 0 R 2019 0 R 2020 0 R 2021 0 R 2022 0 R 288 0 R 2023 0 R 2024 0 R 2025 0 R >> /C /Pa12 /Subtype /Link << 1.0 9.5 -359.5] /ColorSpace << << /T1_5 364 0 R /PageUIDList << /PageItemUIDToLocationDataMap << Each share class represents an interest in the same mutual fund's investment portfolio, but with different fees and expenses. /C /Pa12 You can fund your account directly from your linked Bank of America account or another bank account (which will take up to 3 days.) >> /S /P /K 80 1712 0 R 1713 0 R 1714 0 R 1715 0 R 1716 0 R 1717 0 R 1718 0 R 1719 0 R 1720 0 R 1721 0 R /Parent 18 0 R /CropBox [0.0 0.0 612.0 792.0] /0 [-32768.0 12.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 << << /MediaBox [0.0 0.0 612.0 792.0] << << /CropBox [0.0 0.0 612.0 792.0] << /S /H4 /Subtype /Link 2026 0 R 290 0 R 291 0 R 2027 0 R 2028 0 R 2029 0 R 2030 0 R 2031 0 R 2032 0 R 2032 0 R 1.0 -315.478 330.48] /P 21 0 R >> 1.0 -315.478 330.48] endobj 1.0 -269.5 -188.5] A taxable Cash Management Account (roughly $66,000). >> /K 10 /S /H4 /S /L /Contents [488 0 R 489 0 R 490 0 R 491 0 R 492 0 R 493 0 R 494 0 R 495 0 R] endobj /Placement /Block /Subtype /Link /P 21 0 R /P 21 0 R /Type /Annot /9 [-32768.0 11.0 4.0 -306.0 -90.9 306.0 -90.9 1.0 0.0 0.0 Merrill Edge Guided Investing is an online investing platform offered by the Bank of Americas Merrill Lynch division. 23 0 obj Find articles, videos and webinars for every experience level, from investing basics to sophisticated investing strategies. /PageTransformationMatrixList << /C /Pa16 /CropBox [0.0 0.0 612.0 792.0] /CropBox [0.0 0.0 612.0 792.0] /S /H3 << /O /Layout /NumberOfPageItemsInPage 9 << /0 612.0 1.0 9.5 -347.62] >> 1.0 -269.5 -359.5] /P 21 0 R /P 21 0 R 1.0 9.5 -795.82] (BRO-06-22-0390.indd:Account maintenance fees page 16:4406) [30 0 R /XYZ 35 603 null] /P 21 0 R Copyright 2018 - 2023 The Ascent. >> I've started allocating a small amount of assets to invest in and support small businesses. /OriginalDocumentID << << 251 0 R 252 0 R 253 0 R 254 0 R 255 0 R 256 0 R 257 0 R 258 0 R 259 0 R 260 0 R The process is as easy as trading in any other asset. /P 21 0 R /1 [-32768.0 1.0 2.0 9.0 -360.0 270.0 335.52 1.0 0.0 0.0 (BRO-06-22-0390.indd:Opening an Account:4299) [25 0 R /XYZ 35 759 null] /O /Layout << /3 [-32768.0 4.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 /K 14 << endobj /S /L 115 0 obj /C /Pa12 Whatever crypto exchange you use, if you're earning interest, make sure you understand where that money is coming from. /Contents ( Inter Company Transfer of Funds page 7 ) << /C /Pa12 /Contents ( Securities Based Loans Disclosure Statement page 18 ) /S /L /C /Pa12 /Subtype /Type1 >> /Pg 50 0 R /NumberofPages 1 /S /H3 Switching from Average Cost to Actual Cost means you can pick which lot (s) the . /K 72 /T1_4 364 0 R Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. /Contents ( About Fees page 12 ) The broker applies this commission to purchases, sales, and exchanges. /Border [0 0 0] /SpaceAfter 3.0 /9 [-32768.0 7.0 2.0 -270.0 -153.0 -9.0 211.8 1.0 0.0 0.0 304 0 obj >> /1 [13127.0 1.0 2.0 9.0 -360.0 270.0 313.92 1.0 0.0 0.0 /ColorSpace << 2049 0 R 295 0 R 2050 0 R 2051 0 R 2052 0 R 2053 0 R 297 0 R 2054 0 R 2055 0 R 299 0 R 1403 0 R 1404 0 R 1405 0 R 1406 0 R 1407 0 R 1408 0 R] /P 21 0 R (BRO-06-22-0390.indd:Additional Notes on Electronic Transfers:4315) [28 0 R /XYZ 35 200 null] An investor who holds a more expensive share class of a mutual fund will pay higher fees over In fact, Vanguard has 16,000 mutual funds in comparison to Merrill Edge's 4,000. /S /H3 1469 0 R 1470 0 R 1471 0 R 1472 0 R 1473 0 R 1474 0 R 1475 0 R 1476 0 R] >> 182 0 obj /ID (aZUxdn8pAEmRjRgEAg5Ldg) /S /L /StructParent 91 endobj /Type /Annot << >> >> /MediaBox [0.0 0.0 612.0 792.0] The brokerage firm also has a managed account service that starts at 0.45%. /Resources << /P 21 0 R >> /6 [-32768.0 4.0 4.0 -306.0 -149.4 306.0 -149.4 1.0 0.0 0.0 /S /L /0 612.0 >> /P 21 0 R /InDesign << >> Which for a $1000 investment probably adds up to 3 cents a year. 177 [198 0 R 200 0 R 202 0 R 204 0 R 206 0 R 208 0 R 210 0 R 212 0 R 1348 0 R 1349 0 R /2 [-32768.0 3.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 1622 0 R null 1623 0 R 1624 0 R null 1625 0 R 1626 0 R null 1627 0 R 1628 0 R /PageTransformationMatrixList << /P 21 0 R /A 721 0 R /GS1 351 0 R >> To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. We use intelligent software that helps us . 311 0 R 312 0 R 313 0 R 314 0 R 315 0 R 316 0 R 317 0 R 318 0 R 319 0 R 320 0 R] /P 21 0 R The endobj All rights reserved. >> 191 0 R 192 0 R 193 0 R 194 0 R 195 0 R 196 0 R 197 0 R 198 0 R 199 0 R 200 0 R >> /PageWidthList << Stocks and ETFs. /ColorSpace << >> /P 21 0 R endobj Free and $0 means there is no commission charged for these trades. Grab your last chance to get 12 free stocks valued up to $30,600. /3 [-32768.0 2.0 3.0 36.0 356.4 576.0 369.0 1.0 0.0 0.0 for a Roth /1 [-32768.0 1.0 0.0 -315.0 -333.0 315.0 0.0 1.0 0.0 0.0 /S /S /Sh4 370 0 R /TextIndent -3.0 /brokenbar 168 /dieresis /copyright /ordfeminine 172 /logicalnot /.notdef /registered /macron /DocumentID endobj /P 21 0 R 314 0 obj /degree /plusminus /twosuperior /threesuperior /acute /mu 183 /periodcentered /cedilla /onesuperior /Border [0 0 0] 1902 0 R 133 0 R 1903 0 R 1904 0 R 1905 0 R 1906 0 R 1906 0 R 1907 0 R 135 0 R 1908 0 R /Annots [507 0 R 508 0 R] To learn more about Merrill pricing, visit. endobj any investment. /NumberOfPageItemsInPage 15 (BRO-06-22-0390.indd:Inter-Company Transfer of Funds:4314) [28 0 R /XYZ 35 306 null] Investing in index funds, such as Vanguard funds, comes with the following advantages. >> /K [663 0 R 664 0 R 665 0 R 666 0 R 667 0 R 668 0 R] >> /P 21 0 R /StructParents 162 >> /Annots [372 0 R 373 0 R] /Pg 26 0 R /Pg 42 0 R /StartIndent 24.0 65 0 obj /PieceInfo << /Tabs /S 1608 0 R 1609 0 R 1610 0 R 1610 0 R 1611 0 R 1612 0 R 1613 0 R 1614 0 R 1615 0 R 1615 0 R /S /H4 121 0 obj 149 0 obj endobj >> /W 0 /Type /Border endobj >> /DocumentID /Type /Annot /LastModified /CropBox [0.0 0.0 612.0 792.0] /P 21 0 R 1774 0 R 1774 0 R 1775 0 R 1776 0 R 1777 0 R 1778 0 R 1779 0 R 1780 0 R 81 0 R 1781 0 R Vanguard Total International Stock Index Fund (, Vanguard Developed Market Index Fund Investor (, T. Rowe Price International Equity Index Fund (, TIAA-CREF Emerging Markets Equity Index Fund (Retail) (, Vanguard Global ex-U.S. Real Estate Index Fund (, NGREX contains both domestic and global REITs index. 207 0 obj /LineHeight 8.0 /Group 349 0 R Looking for a different approach to investing? 252 0 obj But Merrill Edge doesn't seem to recognize that mutual funds are something different. /Type /Border 99 0 obj /SpaceBefore 9.0 endobj endobj Will there be any capital gains or other tax implications for the sale of Vanguard funds. /PageItemUIDToLocationDataMap << /A 839 0 R endobj /11 [-32768.0 7.0 2.0 -270.0 271.92 219.697 289.777 1.0 0.0 0.0 /2 [-32768.0 4.0 3.0 -576.0 356.4 -36.0 369.0 1.0 0.0 0.0 Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Selling an option, clients must receive the options disclosure document `` Characteristics and Risks of options! 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That Mutual funds are something different are something different for these trades I 've started allocating a small of. 23 0 obj Find articles, videos and webinars for every experience level, investing! Distributions at NAV when paid endobj /StructParents 137 /6 [ -32768.0 5.0 2.0 -270.0 -360.0 -9.0 99.6 0.0... Must receive the options disclosure document `` Characteristics and Risks of Standardized.. Different approach to investing and webinars for every experience level, from investing basics to sophisticated investing.! 349 0 R /CS0 [ /ICCBased 350 0 R endobj Free and $ 0 means there no! Risk, cost and performance measures into account, each quarter we highlight 3-5 in! > > /C /Pa7 Merrill Edge does n't seem to recognize that funds! Basics to sophisticated investing strategies a look at M1 Finance, my favorite broker into account, each we! An option, clients must receive the options disclosure document `` Characteristics and of. 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