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Signature - Title
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Sheryl Berkowitz - Client Services Manager
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Location
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Santa Barbara, CA
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Holdings as of
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December 31, 2013
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Value $
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$215M
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Num holdings
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985
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Date filed
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2/11/2014, 04:44 PM
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Form type
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13F-HR
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Description
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All US holdings of this investor are reported in this report. Top holdings included SPY, VEGA, RS, EFA, and IYR.