| Holding | ||||||||
| Period | 10% | 15% | 25% | 28% | 33% | 35% | 39.60% | |
| Short Term | < 1 year | 10% | 15% | 25% | 28% | 33% | 35% | 39.60% |
| Long Term | > 1 year | 0% | 0% | 15% | 15% | 15% | 15% | 20% |
| Uncaptured | ||||||||
| Section 1250 | > 1 year | 10% | 15% | 25% | 25% | 25% | 25% | 25% |
| Collectibles | > 1 year | 10% | 15% | 25% | 28% | 28% | 28% | 28% |
| QSBS | > 5 years | 10% | 15% | 25% | 28% | 28% | 28% | 28% |
| Qualified * | >60 days | 0% | 0% | 15% | 15% | 15% | 15% | 20% |
| Other * | <60 days | 10% | 15% | 25% | 28% | 33% | 35% | 39.60% |
| * 90 days in the case of preferred stock | ||||||||