diff --git a/src/views/review.zig b/src/views/review.zig
index 2fe8b73..28d631f 100644
--- a/src/views/review.zig
+++ b/src/views/review.zig
@@ -499,8 +499,10 @@ fn bucketForSymbol(
     return "Unclassified";
 }
 
-/// Walk the open lots for `symbol` and compute the share of market
-/// value held in taxable accounts. Returns null when:
+/// Walk the open lots for `symbol` (the allocation's `priceSymbol()`)
+/// and compute the share of market value held in taxable accounts.
+/// Lots are matched by `priceSymbol()`, so ticker-aliased lots count.
+/// Returns null when:
 ///   - account_map is null (no classification metadata available)
 ///   - the symbol has no open lots
 ///   - all lots have unknown accounts (none match in the map)
@@ -515,7 +517,12 @@ fn computeTaxPct(
     var taxable_shares: f64 = 0;
     var classified_shares: f64 = 0;
     for (portfolio.lots) |lot| {
-        if (!std.mem.eql(u8, lot.symbol, symbol)) continue;
+        // Match on priceSymbol() (the ticker:: alias when set, else
+        // the raw symbol), because the caller passes the allocation's
+        // symbol, which is itself priceSymbol(). Matching raw
+        // lot.symbol would miss ticker-aliased lots (e.g. a CUSIP with
+        // ticker::VTTHX), yielding a wrong/empty tax%.
+        if (!std.mem.eql(u8, lot.priceSymbol(), symbol)) continue;
         if (!lot.lotIsOpenAsOf(as_of)) continue;
         if (lot.security_type != .stock) continue; // options/cash/CDs handled elsewhere
         const acct = lot.account orelse continue;
@@ -910,6 +917,26 @@ test "computeTaxPct: mixed accounts produces partial tax%" {
     try testing.expectApproxEqAbs(@as(f64, 0.6), result.?, 0.001);
 }
 
+test "computeTaxPct: matches ticker-aliased lots via priceSymbol()" {
+    // Regression: the caller passes the allocation's symbol, which is
+    // priceSymbol(). A CUSIP lot aliased to a ticker must be matched
+    // by priceSymbol(), not raw lot.symbol, or its shares are dropped
+    // and the tax% comes out wrong (or null).
+    var lots = [_]zfin.Lot{
+        .{ .symbol = "02315N600", .shares = 60, .open_date = Date.fromYmd(2022, 1, 10), .open_price = 200, .account = "Brokerage", .ticker = "VTTHX" },
+        .{ .symbol = "02315N600", .shares = 40, .open_date = Date.fromYmd(2022, 1, 10), .open_price = 200, .account = "Roth IRA", .ticker = "VTTHX" },
+    };
+    const portfolio: zfin.Portfolio = .{ .lots = lots[0..], .allocator = testing.allocator };
+    var entries = [_]analysis.AccountTaxEntry{
+        .{ .account = "Brokerage", .tax_type = .taxable },
+        .{ .account = "Roth IRA", .tax_type = .roth },
+    };
+    const am: analysis.AccountMap = .{ .entries = entries[0..], .allocator = testing.allocator };
+    // Caller passes priceSymbol() ("VTTHX"), not the raw CUSIP.
+    const result = computeTaxPct("VTTHX", portfolio, am, Date.fromYmd(2026, 1, 1));
+    try testing.expectApproxEqAbs(@as(f64, 0.6), result.?, 0.001);
+}
+
 test "annualizedFromResult: null result returns null" {
     try testing.expect(annualizedFromResult(null, false) == null);
     try testing.expect(annualizedFromResult(null, true) == null);