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Below please find the information about positions whose investment income may be excluded from state tax income.  
Please contact us by phone at 888-992-8601 or by email (planning@barryia.com) with any additional questions or concerns.
DoubleLine Funds Qualified Interest Income
Dimensional 2025 Tax Sheet
Dimensional 2025 Mutual Fund Tax Sheet
Dimensional 2025 ETF Tax Sheet
Schwab 2025 Tax Document
PIMCO 2025 Tax Document
iShares 2025 Tax Document
Supporting information - US Government Obligations:
Vanguard Government Obligations
Fidelity Government Securities Income Worksheet
The information provided is our best effort at providing relevant tax information. In preparing these materials, Barry Investment Advisors, LLC, has relied on information provided by a third-party reporting source. No party makes any representation with respect to the accuracy and completeness of the content which may change without notice.
Barry Investment Advisors

Barry Investment Advisors

Barry Investment Advisors focuses on providing quality investment advice as well as comprehensive and personalized financial planning to over 400 families, many of whom are the children or grandchildren of clients that date back to the early days of our firm.

Office: 888-992-8601

Fax: 508-355-8531

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