Can I print mutual fund lot details?
I'm splitting up a jointly-owned mutual fund account into two individual accounts, and need to tell the fund co which lots go where. I have about 100 lots, and would like to send in a spreadsheet/printout. The easiest place to get this info is under Holdings, where there's a list of all the lots, but I don't see a way to print. Reports aren't helpful because most of the shares were acquired in 1995-2010, and the original fund merged with another in 2015. Now a security report shows the 2015 merger date for virtually all the shares. Is there a more elegant solution than screen printing and cropping the Holdings info?