{
 "shortlist": {
  "ATESX": {
   "name": "Anchor Risk Mgd Equity Strategies Instl",
   "basis": "N-PORT",
   "score": 1.0,
   "unknown": 0.01,
   "location": "TAXABLE",
   "notes": "",
   "as_of": "May 31, 2026"
  },
  "ATRFX": {
   "name": "Catalyst Systematic Alpha I",
   "basis": "N-PORT",
   "score": 0.16,
   "unknown": 0.23,
   "location": "IRA",
   "notes": "unclassified: US govt 18%; CTA/systematic: 60/40 if section-1256 regulated futures",
   "as_of": "March 31, 2026"
  },
  "CVSIX": {
   "name": "Calamos Market Neutral Income A",
   "basis": "sleeves",
   "score": 0.35,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "market-neutral: gains from short-dated option/systematic trades - often STCG",
   "as_of": "January 31, 2026"
  },
  "JLPSX": {
   "name": "JPMorgan US Large Cap Core Plus I",
   "basis": "N-PORT+sleeves",
   "score": 0.91,
   "unknown": 1.0,
   "location": "TAXABLE",
   "notes": "unclassified: Other 99%; holdings mostly unclassified - used return sleeves",
   "as_of": "March 31, 2026"
  },
  "PMAIX": {
   "name": "Victory Pioneer Multi-Asset Income A",
   "basis": "N-PORT+sleeves",
   "score": 0.44,
   "unknown": 0.82,
   "location": "MIXED (check 1099)",
   "notes": "unclassified: Other 59%, Fund holdings 21%; holdings mostly unclassified - used return sleeves; multi-asset: mixed qualified/LTCG + ordinary interest - check 1099",
   "as_of": "December 31, 2025"
  },
  "PMORX": {
   "name": "Putnam Mortgage Opportunities A",
   "basis": "sleeves",
   "score": 0.25,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "February 28, 2026"
  },
  "QSPNX": {
   "name": "AQR Style Premia Alternative N",
   "basis": "N-PORT+sleeves",
   "score": 0.5,
   "unknown": 1.0,
   "location": "MIXED (check 1099)",
   "notes": "unclassified: Other 100%; holdings mostly unclassified - used return sleeves; long/short factor strategy: gains mix STCG/LTCG - check 1099",
   "as_of": "March 31, 2026"
  },
  "SVARX": {
   "name": "Spectrum Low Volatility Investor",
   "basis": "N-PORT+sleeves",
   "score": 0.23,
   "unknown": 0.5,
   "location": "IRA",
   "notes": "unclassified: Fund holdings 40%, US govt 10%; holdings mostly unclassified - used return sleeves",
   "as_of": "June 30, 2026"
  },
  "COSIX": {
   "name": "Columbia Strategic Income A",
   "basis": "N-PORT",
   "score": 0.0,
   "unknown": 0.3,
   "location": "IRA",
   "notes": "unclassified: Other 30%",
   "as_of": "May 31, 2026"
  },
  "MBXIX": {
   "name": "Catalyst/Millburn Hedge Strategy I",
   "basis": "N-PORT+sleeves",
   "score": 0.5,
   "unknown": 1.0,
   "location": "MIXED (check 1099)",
   "notes": "unclassified: Fund holdings 77%, US govt 23%; holdings mostly unclassified - used return sleeves; hedge fund: gains often short-term - check 1099",
   "as_of": "September 30, 2024"
  },
  "EAGMX": {
   "name": "Eaton Vance Glbl Macr Absolute Return A",
   "basis": "N-PORT+sleeves",
   "score": 0.1,
   "unknown": 0.73,
   "location": "IRA",
   "notes": "unclassified: Other 69%; holdings mostly unclassified - used return sleeves; absolute-return: character varies - check 1099",
   "as_of": "July 31, 2025"
  },
  "LCORX": {
   "name": "Leuthold Core Investment Retail",
   "basis": "N-PORT+manual",
   "score": 1.0,
   "unknown": 1.0,
   "location": "TAXABLE",
   "notes": "wrapper: 91.7% Leuthold Core ETF (US equity) + 8% money market; unclassified: Fund holdings 100%; 100% pass-through/unclassified - character is the underlying funds'",
   "as_of": "December 31, 2025"
  },
  "LAMHX": {
   "name": "Lord Abbett Dividend Growth R6",
   "basis": "N-PORT+sleeves",
   "score": 0.92,
   "unknown": 1.0,
   "location": "TAXABLE",
   "notes": "unclassified: Other 100%; holdings mostly unclassified - used return sleeves",
   "as_of": "February 28, 2026"
  },
  "PMFKX": {
   "name": "Victory Pioneer Multi-Asset Income R6",
   "basis": "N-PORT+sleeves",
   "score": 0.44,
   "unknown": 0.82,
   "location": "MIXED (check 1099)",
   "notes": "unclassified: Other 59%, Fund holdings 21%; holdings mostly unclassified - used return sleeves; multi-asset: mixed qualified/LTCG + ordinary interest - check 1099",
   "as_of": "December 31, 2025"
  },
  "LCRIX": {
   "name": "Leuthold Core Investment Institutional",
   "basis": "N-PORT+manual",
   "score": 1.0,
   "unknown": 1.0,
   "location": "TAXABLE",
   "notes": "wrapper: 91.7% Leuthold Core ETF (US equity) + 8% money market; unclassified: Fund holdings 100%; 100% pass-through/unclassified - character is the underlying funds'",
   "as_of": "December 31, 2025"
  },
  "EGRSX": {
   "name": "Eaton Vance Glbl Macro Abs Ret Advtg R6",
   "basis": "N-PORT+sleeves",
   "score": 0.35,
   "unknown": 0.73,
   "location": "IRA",
   "notes": "unclassified: Other 69%; holdings mostly unclassified - used return sleeves",
   "as_of": "July 31, 2025"
  }
 },
 "xcheck": {
  "SCFZX": {
   "name": "PGIM Securitized Credit Fund",
   "basis": "N-PORT",
   "score": 0.0,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-08-26"
  },
  "HMEZX": {
   "name": "NexPoint Merger Arbitrage Fund",
   "basis": "N-PORT",
   "score": 0.35,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "merger arb: gains are largely SHORT-TERM (deals close <1 yr) - 1099 will show STCG despite the equity book",
   "as_of": "2026-06-01"
  },
  "COIAX": {
   "name": "SIMT Conservative Income Fund",
   "basis": "N-PORT",
   "score": 0.0,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-05-29"
  },
  "WMNUX": {
   "name": "Westwood Alternative Income Fund",
   "basis": "N-PORT",
   "score": 0.04,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-06-25"
  },
  "FHCOX": {
   "name": "Federated Hermes Conservative Microshort Fund",
   "basis": "N-PORT",
   "score": 0.02,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-07-27"
  },
  "RCTIX": {
   "name": "River Canyon Total Return Bond Fund",
   "basis": "N-PORT",
   "score": 0.04,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-05-29"
  },
  "EGRIX": {
   "name": "Eaton Vance Global Macro Absolute Return Advantage Fund",
   "basis": "N-PORT+sleeves",
   "score": 0.35,
   "unknown": 1.0,
   "location": "MIXED (check 1099)",
   "notes": "unclassified: Fund/ETF holdings 100%; holdings mostly unclassified - used return sleeves; macro: 60% LTCG if section-1256 futures; OTC swaps -> STCG - check 1099; absolute-return: character varies - check 1099",
   "as_of": "2026-06-24"
  },
  "ETSIX": {
   "name": "Eaton Vance Strategic Income Fund",
   "basis": "N-PORT+sleeves",
   "score": 0.13,
   "unknown": 1.0,
   "location": "IRA",
   "notes": "unclassified: Fund/ETF holdings 100%; holdings mostly unclassified - used return sleeves",
   "as_of": "2026-06-24"
  },
  "AFLIX": {
   "name": "Anfield Universal Fixed Income Fund",
   "basis": "N-PORT",
   "score": 0.03,
   "unknown": 0.03,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-06-29"
  },
  "FHMIX": {
   "name": "Federated Hermes Conservative Municipal Microshort Fund",
   "basis": "N-PORT",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA",
   "as_of": "2026-07-27"
  },
  "HICOX": {
   "name": "COLORADO BONDSHARES A TAX EXEMPT FUND",
   "basis": "N-PORT",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA",
   "as_of": "2026-05-29"
  },
  "DULTX": {
   "name": "Nomura Ultrashort Fund",
   "basis": "N-PORT",
   "score": 0.01,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-08-26"
  },
  "USMSX": {
   "name": "JPMorgan Ultra-Short Municipal Fund",
   "basis": "N-PORT",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA",
   "as_of": "2026-07-28"
  },
  "BTMIX": {
   "name": "Baird Short-Term Municipal Bond Fund",
   "basis": "N-PORT",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA",
   "as_of": "2026-08-14"
  },
  "SAFEX": {
   "name": "Ultra Short Government Fund",
   "basis": "N-PORT",
   "score": 0.0,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-05-28"
  },
  "QCMMRX": {
   "name": "Money Market Account",
   "basis": "sleeves",
   "score": 0.03,
   "unknown": 0.0,
   "location": "FLEXIBLE (cash)",
   "notes": "ordinary interest, no placement value either way",
   "as_of": ""
  },
  "MERVX": {
   "name": "The Merger Fund VL",
   "basis": "N-PORT",
   "score": 0.35,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "merger arb: gains are largely SHORT-TERM (deals close <1 yr) - 1099 will show STCG despite the equity book",
   "as_of": "2026-05-29"
  },
  "AGUAX": {
   "name": "American Beacon Developing World Income Fund",
   "basis": "N-PORT",
   "score": 0.03,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-06-26"
  },
  "DMSZX": {
   "name": "Destinations Multi Strategy Alternatives Fund",
   "basis": "N-PORT",
   "score": 0.51,
   "unknown": 0.25,
   "location": "MIXED (check 1099)",
   "notes": "unclassified: Fund/ETF holdings 25%",
   "as_of": "2026-07-20"
  },
  "ANGLX": {
   "name": "Angel Oak Multi-Strategy Income Fund",
   "basis": "N-PORT",
   "score": 0.02,
   "unknown": 0.02,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-06-26"
  },
  "FEMDX": {
   "name": "Franklin Emerging Market Debt Opportunities Fund",
   "basis": "N-PORT",
   "score": 0.01,
   "unknown": 0.02,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-06-24"
  },
  "LPXAX": {
   "name": "Cohen & Steers Low Duration Preferred & Income Fund,Inc.",
   "basis": "N-PORT",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "",
   "as_of": "2026-06-24"
  }
 },
 "candidates": {
  "ABHYX": {
   "name": "HIGH-YIELD MUNICIPAL FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ACFIX": {
   "name": "WATER ISLAND CREDIT OPPORTUNITIES FUND",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ACITX": {
   "name": "INFLATION-ADJUSTED BOND FUND",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ACTHX": {
   "name": "INVESCO HIGH YIELD MUNICIPAL FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "AFLIX": {
   "name": "Anfield Universal Fixed Income Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "AFTEX": {
   "name": "TAX EXEMPT BOND FUND OF AMERICA",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "AGOVX": {
   "name": "INVESCO Income Fund",
   "basis": "sleeves",
   "score": 0.06,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "AGUAX": {
   "name": "American Beacon Developing World Income Fund",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "AIDAX": {
   "name": "Diversified Municipal Portfolio",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ALCAX": {
   "name": "AB California Portfolio",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ALGRX": {
   "name": "Alger Focus Equity Fund",
   "basis": "sleeves",
   "score": 0.62,
   "unknown": 0.0,
   "location": "TAXABLE",
   "notes": ""
  },
  "ALNYX": {
   "name": "AB New York Portfolio",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ALTHX": {
   "name": "AB National Portfolio",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "AMAAX": {
   "name": "AB Massachusetts Portfolio",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "AMHIX": {
   "name": "AMERICAN HIGH-INCOME MUNICIPAL BOND FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ANGLX": {
   "name": "Angel Oak Multi-Strategy Income Fund",
   "basis": "sleeves",
   "score": 0.15,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ANNPX": {
   "name": "Virtus Convertible Fund",
   "basis": "sleeves",
   "score": 0.65,
   "unknown": 0.0,
   "location": "TAXABLE",
   "notes": ""
  },
  "ASDVX": {
   "name": "SHORT DURATION STRATEGIC INCOME FUND",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ATFAX": {
   "name": "Invesco Limited Term Municipal Income",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "AVAAX": {
   "name": "AB Virginia Portfolio",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "BCHYX": {
   "name": "CALIFORNIA HIGH-YIELD MUNICIPAL FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "BCITX": {
   "name": "CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "BILS": {
   "name": "State Street(R) SPDR(R) Bloomberg 3-12 Month T-Bill ETF",
   "basis": "sleeves",
   "score": 0.0,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "BMBIX": {
   "name": "Baird Quality Intermediate Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "BSNIX": {
   "name": "Baird Strategic Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "BTMIX": {
   "name": "Baird Short-Term Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "CBHCX": {
   "name": "Victory Market Neutral Income Fund",
   "basis": "sleeves",
   "score": 0.35,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "market-neutral: gains from short-dated option/systematic trades - often STCG"
  },
  "CFMOX": {
   "name": "The Missouri Tax-Free Intermediate Bond Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "CFNLX": {
   "name": "The National Tax-Free Intermediate Bond Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "CFRAX": {
   "name": "Catalyst/CIFC Senior Secured Income Fund",
   "basis": "sleeves",
   "score": 0.16,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "COIAX": {
   "name": "SIMT Conservative Income Fund",
   "basis": "sleeves",
   "score": 0.04,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "COLTX": {
   "name": "Columbia Total Return Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "CPXAX": {
   "name": "Cohen & Steers Preferred Securities & Income Fund, Inc.",
   "basis": "sleeves",
   "score": 0.15,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "CSDAX": {
   "name": "Calvert Short Duration Income Fund",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "CSHIX": {
   "name": "Credit Suisse Floating Rate High Income Fund",
   "basis": "sleeves",
   "score": 0.07,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "CXHYX": {
   "name": "Nomura National High-Yield Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "DEFFX": {
   "name": "Nomura Tax-Free Minnesota Fund",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "DELIX": {
   "name": "Nomura Tax-Free Pennsylvania Fund",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "DFLEX": {
   "name": "DoubleLine Flexible Income Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "DITEX": {
   "name": "BNY Mellon Intermediate Municipal Bond Fund, Inc.",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "DMSZX": {
   "name": "Destinations Multi Strategy Alternatives Fund",
   "basis": "sleeves",
   "score": 0.14,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "DMUSX": {
   "name": "Nomura Tax-Free USA Intermediate Fund",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "DNMZX": {
   "name": "PGIM NATIONAL MUNI FUND",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "DPIAX": {
   "name": "Destra Flaherty & Crumrine Preferred and Income Fund",
   "basis": "sleeves",
   "score": 0.15,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "DRCAX": {
   "name": "BNY Mellon California AMT-Free Municipal Bond Fund, Inc.",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "DRNJX": {
   "name": "BNY Mellon New Jersey Municipal Bond Fund, Inc.",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "DSIBX": {
   "name": "BNY Mellon Short Term Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "DULTX": {
   "name": "Nomura Ultrashort Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "DVMHX": {
   "name": "Nomura Minnesota High-Yield Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "DVTAX": {
   "name": "Nomura Tax-Free California Fund",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "EABLX": {
   "name": "Eaton Vance Floating-Rate Fund",
   "basis": "sleeves",
   "score": 0.08,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "EACAX": {
   "name": "Eaton Vance California Municipal Opportunities Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "EANAX": {
   "name": "Eaton Vance National Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "EASCX": {
   "name": "Eaton Vance South Carolina Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "EBSAX": {
   "name": "Campbell Systematic Macro Fund",
   "basis": "sleeves",
   "score": 0.62,
   "unknown": 0.0,
   "location": "TAXABLE",
   "notes": "CTA/systematic: 60/40 if section-1256 regulated futures"
  },
  "EGRIX": {
   "name": "Eaton Vance Global Macro Absolute Return Advantage Fund",
   "basis": "sleeves",
   "score": 0.35,
   "unknown": 0.0,
   "location": "MIXED (check 1099)",
   "notes": "macro: 60% LTCG if section-1256 futures; OTC swaps -> STCG - check 1099; absolute-return: character varies - check 1099"
  },
  "ENIAX": {
   "name": "SIIT Opportunistic Income Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ETAZX": {
   "name": "Eaton Vance Arizona Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETGAX": {
   "name": "Eaton Vance Georgia Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETHYX": {
   "name": "Eaton Vance High Yield Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETMDX": {
   "name": "Eaton Vance Maryland Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETMNX": {
   "name": "Eaton Vance Minnesota Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETMOX": {
   "name": "Eaton Vance Missouri Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETNCX": {
   "name": "Eaton Vance North Carolina Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETNJX": {
   "name": "Eaton Vance New Jersey Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETORX": {
   "name": "Eaton Vance Oregon Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETPAX": {
   "name": "Eaton Vance Pennsylvania Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ETSIX": {
   "name": "Eaton Vance Strategic Income Fund",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ETVAX": {
   "name": "Eaton Vance Virginia Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "EVFAX": {
   "name": "Eaton Vance Floating-Rate Advantage Fund",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "EXMAX": {
   "name": "Eaton Vance Short Duration Municipal Opportunities Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "EXNAX": {
   "name": "Eaton Vance National Limited Maturity Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FAFRX": {
   "name": "FRANKLIN FLOATING RATE DAILY ACCESS FUND",
   "basis": "sleeves",
   "score": 0.07,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FAZTX": {
   "name": "Nuveen Arizona Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FCAMX": {
   "name": "FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FCFIX": {
   "name": "FROST CREDIT FUND",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FCOTX": {
   "name": "Nuveen Colorado Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FCSTX": {
   "name": "Fidelity California Limited Term Tax-Free Bond Fund",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FCVSX": {
   "name": "Fidelity Convertible Securities Fund",
   "basis": "sleeves",
   "score": 0.6,
   "unknown": 0.0,
   "location": "MIXED (check 1099)",
   "notes": ""
  },
  "FDMMX": {
   "name": "Fidelity Massachusetts Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FEMDX": {
   "name": "Franklin Emerging Market Debt Opportunities Fund",
   "basis": "sleeves",
   "score": 0.06,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FFRSX": {
   "name": "Federated Hermes Floating Rate Strategic Income Fund",
   "basis": "sleeves",
   "score": 0.14,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FHAIX": {
   "name": "FRANKLIN HIGH INCOME FUND",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FHCOX": {
   "name": "Federated Hermes Conservative Microshort Fund",
   "basis": "sleeves",
   "score": 0.06,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FHMIX": {
   "name": "Federated Hermes Conservative Municipal Microshort Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FICNX": {
   "name": "Fidelity Connecticut Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FISCX": {
   "name": "FRANKLIN CONVERTIBLE SECURITIES FUND",
   "basis": "sleeves",
   "score": 0.56,
   "unknown": 0.0,
   "location": "MIXED (check 1099)",
   "notes": ""
  },
  "FKCIX": {
   "name": "FRANKLIN CALIFORNIA INTERMEDIATE-TERM TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FKLAX": {
   "name": "FRANKLIN LOUISIANA TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FKNIX": {
   "name": "FRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FKSTX": {
   "name": "Nuveen Kansas Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FKTFX": {
   "name": "FRANKLIN CALIFORNIA TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FKTIX": {
   "name": "FRANKLIN FEDERAL TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FKUTX": {
   "name": "FRANKLIN UTILITIES FUND",
   "basis": "sleeves",
   "score": 0.65,
   "unknown": 0.0,
   "location": "TAXABLE",
   "notes": ""
  },
  "FKYTX": {
   "name": "Nuveen Kentucky Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FLRN": {
   "name": "State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF",
   "basis": "sleeves",
   "score": 0.29,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FLTDX": {
   "name": "Nuveen Limited Term Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FLTMX": {
   "name": "Fidelity Intermediate Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FLTR": {
   "name": "VanEck IG Floating Rate ETF",
   "basis": "sleeves",
   "score": 0.27,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FMDTX": {
   "name": "FRANKLIN MARYLAND TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FMOAX": {
   "name": "Federated Hermes Municipal High Yield Advantage Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FMOTX": {
   "name": "Nuveen Missouri Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FNMTX": {
   "name": "Nuveen New Mexico Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FNYTX": {
   "name": "FRANKLIN NEW YORK TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FPNTX": {
   "name": "Nuveen Pennsylvania Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FRALX": {
   "name": "FRANKLIN ALABAMA TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FRCOX": {
   "name": "FRANKLIN COLORADO TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FRMOX": {
   "name": "FRANKLIN MISSOURI TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FRNJX": {
   "name": "FRANKLIN NEW JERSEY TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FRORX": {
   "name": "FRANKLIN OREGON TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FRPAX": {
   "name": "FRANKLIN PENNSYLVANIA TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FRSTX": {
   "name": "FRANKLIN CORE PLUS BOND FUND",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FSAZX": {
   "name": "Fidelity Arizona Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FTAZX": {
   "name": "FRANKLIN ARIZONA TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FTFMX": {
   "name": "Fidelity New York Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FTGAX": {
   "name": "FRANKLIN GEORGIA TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FTLAX": {
   "name": "Nuveen Louisiana Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FTNYX": {
   "name": "Nomura Tax-Free New York Fund",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FTORX": {
   "name": "Nomura Tax-Free Oregon Fund",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "FWIAX": {
   "name": "Nuveen Wisconsin Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "FXNCX": {
   "name": "FRANKLIN NORTH CAROLINA TAX-FREE INCOME FUND",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "GBONX": {
   "name": "JPMorgan Global Bond Opportunities Fund",
   "basis": "sleeves",
   "score": 0.16,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "GIYIX": {
   "name": "Guggenheim Ultra Short Duration Fund",
   "basis": "sleeves",
   "score": 0.04,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "GTFBX": {
   "name": "T. Rowe Price Georgia Tax-Free Bond Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "HICOX": {
   "name": "COLORADO BONDSHARES A TAX EXEMPT FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "HMEZX": {
   "name": "NexPoint Merger Arbitrage Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "merger arb: gains are largely SHORT-TERM (deals close <1 yr) - 1099 will show STCG despite the equity book"
  },
  "HUBAX": {
   "name": "HARTFORD ULTRASHORT BOND HLS FUND",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ICIFX": {
   "name": "Invesco Conservative Income Fund",
   "basis": "sleeves",
   "score": 0.03,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "IHIAX": {
   "name": "Federated Hermes Emerging Market Debt Fund",
   "basis": "sleeves",
   "score": 0.14,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "INTAX": {
   "name": "Columbia Strategic Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "KCTAX": {
   "name": "DWS California Tax-Free Income Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "KMDNX": {
   "name": "Kinetics Multi-Disciplinary Income Fund",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "KNTAX": {
   "name": "DWS New York Tax-Free Income Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "LANSX": {
   "name": "Lord Abbett National Tax-Free Income Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "LMSFX": {
   "name": "Federated Hermes Municipal Bond Fund, Inc.",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "LPXAX": {
   "name": "Cohen & Steers Low Duration Preferred & Income Fund,Inc.",
   "basis": "sleeves",
   "score": 0.08,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "LSBDX": {
   "name": "Loomis Sayles Income Fund",
   "basis": "sleeves",
   "score": 0.2,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "LSYUX": {
   "name": "Lord Abbett Short Duration High Yield Fund",
   "basis": "sleeves",
   "score": 0.08,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "LTEBX": {
   "name": "LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "LTNYX": {
   "name": "Invesco Rochester Limited Term New York Municipal Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "LUBAX": {
   "name": "Lord Abbett Ultra Short Bond Fund",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "MASAX": {
   "name": "NYLI MacKay Strategic Bond Fund",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "MCOAX": {
   "name": "NYLI MacKay Convertible Fund",
   "basis": "sleeves",
   "score": 0.62,
   "unknown": 0.0,
   "location": "TAXABLE",
   "notes": ""
  },
  "MDXBX": {
   "name": "T. Rowe Price Maryland Tax-Free Bond Fund",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "MERVX": {
   "name": "The Merger Fund VL",
   "basis": "sleeves",
   "score": 0.24,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "merger arb: gains are largely SHORT-TERM (deals close <1 yr) - 1099 will show STCG despite the equity book"
  },
  "MFALX": {
   "name": "MFS Alabama Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MFARX": {
   "name": "MFS Arkansas Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MFIAX": {
   "name": "MFS Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MFPAX": {
   "name": "MFS Pennsylvania Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MFSCX": {
   "name": "MFS South Carolina Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MFSMX": {
   "name": "MFS Maryland Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MFSSX": {
   "name": "MFS Massachusetts Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MFWVX": {
   "name": "MFS West Virginia Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MGFOX": {
   "name": "Income Opportunities Fund",
   "basis": "sleeves",
   "score": 0.07,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "MISSX": {
   "name": "MFS Mississippi Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MMGAX": {
   "name": "MFS Georgia Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MMHYX": {
   "name": "MFS Municipal High Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MMUFX": {
   "name": "MFS Utilities Fund",
   "basis": "sleeves",
   "score": 0.51,
   "unknown": 0.0,
   "location": "MIXED (check 1099)",
   "notes": ""
  },
  "MSNCX": {
   "name": "MFS North Carolina Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MSNYX": {
   "name": "MFS New York Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MSVAX": {
   "name": "MFS Virginia Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "MTBAX": {
   "name": "NYLI MacKay Tax Free Bond Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "MTLFX": {
   "name": "MFS Municipal Limited Maturity Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "NEFZX": {
   "name": "Loomis Sayles Strategic Income Fund",
   "basis": "sleeves",
   "score": 0.24,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "NHMAX": {
   "name": "Nuveen High Yield Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "NMBAX": {
   "name": "Nuveen Intermediate Duration Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "NMDAX": {
   "name": "Nuveen Maryland Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "NMUIX": {
   "name": "Neuberger Municipal Intermediate Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "NNJAX": {
   "name": "Nuveen New Jersey Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "NNYAX": {
   "name": "Nuveen New York Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "NSMMX": {
   "name": "Columbia Short Duration Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "NTHEX": {
   "name": "NORTHEAST INVESTORS TRUST",
   "basis": "sleeves",
   "score": 0.19,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "OLCAX": {
   "name": "Invesco Limited Term California Municipal Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "OMIFX": {
   "name": "Federated Hermes Ohio Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ONJCX": {
   "name": "Invesco New Jersey Municipal Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "OPCAX": {
   "name": "Invesco California Municipal Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "OPNYX": {
   "name": "Invesco Rochester AMT-Free New York Municipal Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "ORNCX": {
   "name": "Invesco Rochester Municipal Opportunities Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "PABAX": {
   "name": "Putnam Dynamic Asset Allocation Balanced Fund",
   "basis": "sleeves",
   "score": 0.41,
   "unknown": 0.0,
   "location": "MIXED (check 1099)",
   "notes": ""
  },
  "PAMFX": {
   "name": "Federated Hermes Pennsylvania Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "PBAIX": {
   "name": "BLACKROCK TACTICAL OPPORTUNITIES FUND",
   "basis": "sleeves",
   "score": 0.23,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PBCAX": {
   "name": "PGIM CALIFORNIA MUNI INCOME FUND",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PDINX": {
   "name": "PUTNAM DIVERSIFIED INCOME TRUST",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PGSIX": {
   "name": "PUTNAM MORTGAGE SECURITIES FUND",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PHIZX": {
   "name": "PGIM Muni High Income Fund",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PHSTX": {
   "name": "PUTNAM GLOBAL HEALTH CARE FUND",
   "basis": "sleeves",
   "score": 0.69,
   "unknown": 0.0,
   "location": "TAXABLE",
   "notes": ""
  },
  "PPNAX": {
   "name": "Putnam Strategic Intermediate Municipal Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "PRFHX": {
   "name": "T. Rowe Price Tax-Free High Yield Fund",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PRFRX": {
   "name": "T. Rowe Price Floating Rate Fund",
   "basis": "sleeves",
   "score": 0.15,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PRFSX": {
   "name": "T. Rowe Price Tax-Free Short-Intermediate Fund, Inc.",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PRINX": {
   "name": "T. Rowe Price Summit Municipal Income Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "PRMDX": {
   "name": "T. Rowe Price Maryland Short-Term Tax-Free Bond Fund",
   "basis": "sleeves",
   "score": 0.09,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PRNYX": {
   "name": "T. Rowe Price New York Tax-Free Bond Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PRSMX": {
   "name": "T. Rowe Price Summit Municipal Intermediate Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "PRTAX": {
   "name": "T. Rowe Price Tax-Free Income Fund, Inc.",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PRUAX": {
   "name": "PGIM Jennison Utility Fund",
   "basis": "sleeves",
   "score": 0.53,
   "unknown": 0.0,
   "location": "MIXED (check 1099)",
   "notes": ""
  },
  "PRVAX": {
   "name": "T. Rowe Price Virginia Tax-Free Bond Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PRVBX": {
   "name": "Versatile Bond Portfolio",
   "basis": "sleeves",
   "score": 0.12,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PRXCX": {
   "name": "T. Rowe Price California Tax-Free Bond Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PSNYX": {
   "name": "BNY Mellon New York AMT-Free Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "PTEBX": {
   "name": "BNY Mellon Opportunistic Municipal Securities Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "PULS": {
   "name": "PGIM Ultra Short Bond ETF",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "PYAIX": {
   "name": "Payden Absolute Return Bond Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": "absolute-return: character varies - check 1099"
  },
  "PYSIX": {
   "name": "Payden Strategic Income Fund",
   "basis": "sleeves",
   "score": 0.14,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "QCMMRX": {
   "name": "Money Market Account",
   "basis": "sleeves",
   "score": 0.03,
   "unknown": 0.0,
   "location": "FLEXIBLE (cash)",
   "notes": "ordinary interest, no placement value either way"
  },
  "RCTIX": {
   "name": "River Canyon Total Return Bond Fund",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "RLVSX": {
   "name": "Tax-Exempt Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "RMUYX": {
   "name": "Invesco Rochester New York Municipals Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "RPIDX": {
   "name": "T. Rowe Price Dynamic Credit Fund",
   "basis": "sleeves",
   "score": 0.08,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "RPIFX": {
   "name": "T. Rowe Price Institutional Floating Rate Fund",
   "basis": "sleeves",
   "score": 0.07,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "SAFEX": {
   "name": "Ultra Short Government Fund",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "SCFZX": {
   "name": "PGIM Securitized Credit Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "SDSAX": {
   "name": "Western Asset Income Fund",
   "basis": "sleeves",
   "score": 0.08,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "SEFIX": {
   "name": "SIT INTERNATIONAL FIXED INCOME FUND",
   "basis": "sleeves",
   "score": 0.19,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "SEIMX": {
   "name": "STET INTERMEDIATE TERM MUNICIPAL FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "SHTIX": {
   "name": "INVESCO Short Duration Inflation Protected Fund",
   "basis": "sleeves",
   "score": 0.06,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "SITEX": {
   "name": "SIT EMERGING MARKETS DEBT FUND",
   "basis": "sleeves",
   "score": 0.06,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "SMLAX": {
   "name": "DWS Managed Municipal Bond Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "SNGVX": {
   "name": "SIT U S GOVERNMENT SECURITIES FUND INC",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "SZMAX": {
   "name": "DWS Intermediate Tax-Free Fund",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "TAFTX": {
   "name": "Tax-Exempt Fund of California",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "TISIX": {
   "name": "Nuveen Short Term Bond Fund",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "TRBUX": {
   "name": "T. Rowe Price Ultra Short-Term Bond Fund",
   "basis": "sleeves",
   "score": 0.06,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "TRHYX": {
   "name": "T. Rowe Price Institutional High Yield Fund",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "TSDJX": {
   "name": "Nuveen Short Duration Impact Bond Fund",
   "basis": "sleeves",
   "score": 0.05,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "TWTIX": {
   "name": "INTERMEDIATE-TERM TAX-FREE BOND FUND",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "ULST": {
   "name": "State Street(R) Ultra Short Term Bond ETF",
   "basis": "sleeves",
   "score": 0.1,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "USIAX": {
   "name": "UBS Ultra Short Income Fund",
   "basis": "sleeves",
   "score": 0.04,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "USMSX": {
   "name": "JPMorgan Ultra-Short Municipal Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VCAIX": {
   "name": "Vanguard California Intermediate-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VCITX": {
   "name": "Vanguard California Long-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VCTFX": {
   "name": "Nomura Tax-Free Colorado Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "VIDAX": {
   "name": "Nomura Tax-Free Idaho Fund",
   "basis": "sleeves",
   "score": 0.11,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "VKLMX": {
   "name": "INVESCO INTERMEDIATE TERM MUNICIPAL INCOME FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VKMMX": {
   "name": "INVESCO MUNICIPAL INCOME FUND",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VMATX": {
   "name": "Vanguard Massachusetts Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VMLTX": {
   "name": "Vanguard Limited-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VNJTX": {
   "name": "Vanguard New Jersey Long-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VNYTX": {
   "name": "Vanguard New York Long-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VOHIX": {
   "name": "Vanguard Ohio Long-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VPAIX": {
   "name": "Vanguard Pennsylvania Long-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VTIPX": {
   "name": "Vanguard Short-Term Inflation-Protected Securities Index Fund",
   "basis": "sleeves",
   "score": 0.13,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "VUBFX": {
   "name": "Vanguard Ultra-Short-Term Bond Fund",
   "basis": "sleeves",
   "score": 0.08,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "VUSB": {
   "name": "Vanguard Ultra-Short Bond ETF",
   "basis": "sleeves",
   "score": 0.04,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "VWAHX": {
   "name": "Vanguard High-Yield Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VWEAX": {
   "name": "Vanguard High-Yield Corporate Fund",
   "basis": "sleeves",
   "score": 0.0,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  },
  "VWITX": {
   "name": "Vanguard Intermediate-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "VWLTX": {
   "name": "Vanguard Long-Term Tax-Exempt Fund",
   "basis": "sleeves",
   "score": 1.0,
   "unknown": 0.0,
   "location": "TAXABLE (munis)",
   "notes": "tax-exempt interest - keep OUT of the IRA"
  },
  "WISEX": {
   "name": "Azzad Wise Capital Fund",
   "basis": "sleeves",
   "score": 0.44,
   "unknown": 0.0,
   "location": "MIXED (check 1099)",
   "notes": ""
  },
  "WMNUX": {
   "name": "Westwood Alternative Income Fund",
   "basis": "sleeves",
   "score": 0.18,
   "unknown": 0.0,
   "location": "IRA",
   "notes": ""
  }
 }
}