I think it only has two TLH partners for each ETF and you can choose to exclude one or both if you want to limit it.Depends on how many stock bins you have and if the company tries to limit the growth of the number of funds, perhaps even realizing small cap gains to do so.
I don't think that should be much of an issue because as the account grows, more of the funds will have large embedded gains, so the TLH opportunities will be limited more to new money if you are continuing to add funds to the account.
Statistics: Posted by Harmanic — Tue Sep 30, 2025 4:26 pm — Replies 15 — Views 1170