Cat House

[Makamai]

Buddy - I don't know about other brokerages, however ETrade will lump all your shares together at the time of the exchange, rather than give you a line item by line item exchange. As a result, you will loose you past QASP purchase history if you don't make a copy of it before the exchange takes place. Please correct me if I'm wrong, but I believe the IRS will allow you to take the position that when you sell shares after the exchange, you are selling your oldest ones first based on your QASP purchase schedule.

Makamai