Updated from my original post.
I make about 260K/yr I plan on donating at least 5K to charity this year.
Options:
IBM - a gift from a relative, very low cost basis
BRKB - low cost basis
SCHZ, which is the schwab ETF for Aggregate Bond.
I also have some DFA Large Cap Value I'm inclined to keep as I can't buy more.
Updated: turns out my gains in SCHZ are less than I thought. I could donate the highest cost shares and move he rest to a municipal bond option. Thoughts? donating highest shares wouldn't get me to 5K.
I am leaning towards donating from IBM solely, though there is a bit of "that stock is sentimental" holding me back.
Thanks!
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