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Signature - Title
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Donna C. Gestl - COO
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Location
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Owings Mills, MD
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Holdings as of
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September 30, 2023
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Value $
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$218M
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Num holdings
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147
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Date filed
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11/13/2023, 07:30 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 IVV, SPY, AAPL, IWM, and MSFT.