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Enter your current holdings information

To enter your current holdings information, do the following for each security you hold in this account:

  1. Confirm the number of shares and total market value (if you know it) for each security you own.

    401(k) accounts only: If your financial institution doesn't report the number of shares, enter just the market value.

  2. Choose the appropriate security type: Stock, Mutual Fund, or Other.
  3. Click Next.
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