fnie

I can see where you're coming from. Those year-end distributions don't give you much time before the 12/31 conversion deadline.

Vanguard shows YTD realized gains/losses and dividends. They also publish a report estimating percentage of qualified dividends near the end of each year. Not sure what else you would need.

I tried this a few weeks ago and it was pretty easy. A few clicks and the conversion was in progress.

His wikipedia article is a pretty good read. Had no idea he was so religious.