🇺🇸💼 Strategy Clarifies 2025 Preferred Payouts 🪙

Strategy reviewed 2025 and confirmed that its preferred equity distributions weren’t standard taxable dividends—they’re treated as Return of Capital (ROC) for U.S. federal income tax purposes. This means 100% of 2025 distributions are non-taxable to the extent you have tax basis, giving investors clarity and potential tax efficiency. To ensure transparency, Strategy is backing this up with IRS Form 8937 reporting, so shareholders can confidently document their positions. Investors in preferred stock can use this guidance for planning, tracking ROC adjustments, and understanding the impact on their long-term investment strategy 🌍🪙

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