Thanks jcl.

Then would the correct process be:

1) From the add point forward, results (cumulative gain or loss) should be split pro-rata between the pre-existing investment(s) and the added funds.
2) Pro-rata results of the pre-existing funds would be subject to the same pre-existing square root rule.
3) Pro-rata results of the added funds would be subject to a new square root rule that starts at the time of the addition.

Is that correct?

Thanks.