# Exchange Fund Calculator

## Compare how an Exchange Fund can help diversify your stocks tax-efficiently.

### Stock

| Field                             | Details                                                                               |
|-----------------------------------|---------------------------------------------------------------------------------------|
| Amount                            | 330K                                                                                  |
| Diversifying                      | $330,000 of N/A                                                                      |
| Which stock are you holding?      | -                                                                                     |
| How much would you like to diversify? | 330K                                                                               |
| What is your cost basis?         | 10K                                                                                   |

|                                   | Your hypothetical scenario                                                          | #### Exchange Fund       | #### Sell and Reinvest       |
|-----------------------------------|-------------------------------------------------------------------------------------|-------------------------|------------------------------|
| Value of your N/A stock          |                                                                                     | #### $330,000            | #### $330,000                |
| Tax paid to diversify             | Capital gains tax rate                                                              | No tax triggered<br>#### \- $0 | -36.7%<br>#### \- $120,960  |
| <br>If you diversify today<br>Your diversified portfolio value today | +57.9%<br>#### $330,000         | #### $209,040               |
| Capital gains after 7 years      | Annual growth rate                                                                  | #### \+ $313,077        | #### \+ $198,320            |
| Tax paid at redemption            | No tax triggered<br>#### \- $0                                                     | #### N/A                |                              |
| <br>End of Exchange Fund holding period<br>Your diversified portfolio value in 7 years | +57.9%<br>#### $643,077         | #### $407,360               |
| Gains for additional term (adding 3 extra years) | Total Investment term                                                              | #### \+ $212,858        | #### \+ $134,836            |
| Tax paid to liquidate position    | Tax rate at liquidation                                                              | #### \- $203,024        | #### \- $79,957            |
| <br>At liquidation<br>After-tax value in 10 years | +41.2%<br>#### $652,911         | #### $462,239               |
| <br>Bottom line<br>Hypothetical difference after investment period | #### $190,672                |                              |

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