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Signature - Title
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Jeffery D. Brookshire - President & Chief Compliance Officer
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Location
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Santa Barbara, CA
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Holdings as of
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March 31, 2017
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Value $
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$115M
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Num holdings
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76
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Date filed
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3/6/2019, 01:08 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 NAC, CHY, AAPL, SCHG, and NKX.