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8937Report of Organizational Actions Affecting Basis of SecuritiesForm (December 2017) Department of the Treasury Internal Revenue Serviceman Ia See separate instructions. Reporting Issuer1 Issuer\'s
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Mutual funds-state refers to the regulatory requirements and guidelines set by the state regarding mutual funds investment and management.
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Information such as fund performance, assets under management, transactions, fees, and expenses must be reported on mutual funds-state forms.
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