Vanguard Personal Investor

Feature request I have some Vanguard ETFs in my personal name and have used your educational video to update the tax details in Navexa at the end of the financial year. This is easy to do because the tax statements are provided for each holding when they are held in that manner. However I also have a family trust and have a Vanguard Personal Investor (VPI) account for the trust. In that situation the VIP platform provides a summary tax statement for all the ETFs and it is difficult to ascertain which amounts apply to each ETF holding. In other words, the statement does not show an amount for each section of the tax return (eg 13U, 20M etc) but combines them all together in the summary. An educational video with examples for this specific situation and how to allocate the correct amounts in Navexa would be great please! Thank you. Area (pick one) Chosen area: tax and reporting Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter? Allows accurate tax reporting What should it look like? An educational YouTube video Example (optional) 1. 2. 3. Extra details (optional) Links, screenshots, examples: