- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Selling Mutual Fund - cost basis unavaiable from 1979 to 1987
I've got cost basis remarkable for 34 out of 43 years. I was gifted the fund when I was 13 and didn't add to it until 1989. In 1988, I know the value and number of shares, however I have no idea about the dividends and cap gains over the first 9 years I held the fund. Yahoo historical prices only goes back to 1980. The fund has been managed by 4 different Fund Families (Lehman Bros, Salomon Bros, Legg Mason and finally Franklin Templeton). FT does not go back that far and are only responsible for going back to 2012 by law.
March 29, 2022
8:30 AM