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Strategies & Market Trends : Young and Older Folk Portfolio
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To: InDivGrowthWeTrust who wrote (22001)11/6/2025 9:54:01 AM
From: Diddywahdiddy1 Recommendation

Recommended By
chowder

   of 23608
 
RE: Loaning shares...

I have participated via our Fidelity account for about four years now.
We have had no problems; the FDLTY documents are quite clear and detailed.
I forward them quarterly to our CPA team regarding our taxable account, in which 'SMH', 'SOXL', and 'AES' seem to be to most actively loaned out.
Of the loaning out, about 2/3 is in retirement accounts and 1/3 in taxable accounts.
Best,
DWD
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