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Signature - Title
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Michael Haskins - CCO
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Location
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El Dorado Hills, CA
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Holdings as of
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June 30, 2025
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Value $
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$104M
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Num holdings
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29
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Date filed
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7/7/2025, 04:28 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 IWD, IWF, EFA, SHY, and IWO.