Will you automatically return to the primary ETFs?

George -

We do not force a return to the primary ETFs to avoid unnecessary transactions costs and realized capital gains. We can manage your portfolio with both primary and secondary ETFs.

If you deposit fresh cash (or dividends are received) and your account is outside the wash sale window, we would purchase the primary ETFs to take advantage of the commission-free ETF list at each of our custodians.

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