| Sell | Sym | Acquired | Term | Qty | MV | Cost | Gain $ | Gain % | Priority |
|---|
Sell Plan: Select lots above to see the impact summary.
Rules of engagement:
• Sell highest-gain LT lots first during 0% LTCG years
• Avoid selling ST lots — gains taxed as ordinary income
• Keep total realized gains + divs + conversions under ACA cliff
• BSMR matures 2027, BSMS matures 2028 — natural bridge refill
• Proceeds go to Bucket A (SWVXX) or Bucket B (new bond ladder)
• Sell highest-gain LT lots first during 0% LTCG years
• Avoid selling ST lots — gains taxed as ordinary income
• Keep total realized gains + divs + conversions under ACA cliff
• BSMR matures 2027, BSMS matures 2028 — natural bridge refill
• Proceeds go to Bucket A (SWVXX) or Bucket B (new bond ladder)