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I held mutual fund shares through a broker or a retirement account. Were these shares included in the determination of whether I am eligible for a distribution payment?

April 26, 2017account broker determination distribution eligible held included mutual fund retirement Shares

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I held mutual fund shares through a broker or a retirement account. Were these shares included in the determination of whether I am eligible for a distribution payment?

1 Answer

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Yes, the Distribution Plan is available for your review, and paragraphs 55-65 explain in detail the process used to identify shareholders who owned mutual fund shares through a third party.