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Tax Information and Distributions

ETF Tax Information

Year End Tax Guides

Includes Dividends Received Deduction, Foreign Tax Credit, Foreign Source Income and State by Income Breakdown for Municipal Bond ETFs.

2023 Tax Guide 2022 Tax Guide 2021 Tax Guide 2020 Tax Guide 2019 Tax Guide

Form 8937 – Report of Organizational Actions Affecting Basis of Securities (Including Return of Capital)

Form 8937 is filed by issuers of specified securities to report organizational actions that affect the basis of the securities.

Liquidated Funds

OUNZ Tax Reporting Statement

OUNZ Tax Information 2023 OUNZ Tax Information 2022 OUNZ Tax Information 2021 OUNZ Tax Information 2020 OUNZ Tax Information 2019

OUNZ Tax Information 2018 OUNZ Tax Information 2017