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Signature - Title
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Lisa Rolon - Compliance Manager, Wealth & Asset Management
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Location
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Cincinnati, OH
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Holdings as of
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March 31, 2024
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Value $
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$642M
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Num holdings
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245
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Date filed
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4/15/2024, 05:37 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, IVV, IJH, IEFA, and MSFT.