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6. In a non-taxable (IRA) account

It doesn't matter in an IRA account.

7. How would the answer differ in a taxable account

and

5. Also wishes to minimize losses if remaining shares are sold later during a downturn

Generally means sell LIFO (assuming held or at least one year for LTCG vs STCG). Less capital gains on those that have appreciated the least and less on those you have own the longest if the market drops.

The alternative is to book larger gains now and hope for the ability to write-off capital losses later.
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