| Security type | Number of shares to enter |
|---|---|
| Stock or mutual fund | Actual number of shares |
| Bonds | Ten times the actual number of bonds (to match the way prices are quoted). Alternatively, enter one hundredth of the total face value of the bonds. For example, if you have two bonds with a total face value of $2,000, enter 20 in the Shares field. |
| Money market fund or CD | The total value |
| Collectible | One (1) |
| Precious metal | Number of ounces |
Overview
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