MM Optimizer USGO Estimate for 2024 vs. Vanguard Report

 

https://investor.vanguard.com/content/dam/retail/publicsite/en/documents/taxes/USGO_012025.pdf

VUSXX = 100.00% (mm optimizer = 100%)

VMFXX = 59.87% (mm optimizer = 61.04%)

VMRXX = 63.61% (mm optimizer = 64.77%)

 

AZ 40.8%/AZ 2.5% BestNow (2 years)

 

CRSP Index Splits as of 10/31/24

 

swapping email fix.

 

Not enough money

 

Ally Trust as Beneficiary