All US holdings of this investor are reported in this report. Top holdings included DFA International Core Equities, Jefferies Group Inc New, Broadcom Ltd, DFA US Small Cap ETF, and Accenture Ltd Cl A.
Our algorithm has found invalid data in this filing
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* Price $
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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Lisa Snider
Partner
Westlake Village, California
14 Jul 2025
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