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Signature - Title
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Michael Buchman - Vice President and CIO
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Location
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Agoura Hills, CA
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Holdings as of
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December 31, 2024
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Value $
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$143M
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Num holdings
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5
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Date filed
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2/14/2025, 01:57 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, IEFA, IEMG, IOT, and HOOD.