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Signature - Title
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Michael Herman - Chief Compliance Officer
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Location
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Mount Pleasant, SC
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Holdings as of
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September 30, 2023
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Value $
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$1.99B
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Num holdings
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906
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Date filed
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11/14/2023, 01:35 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 AAPL, BIL, MSFT, VIG, and SCHX.