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Signature - Title
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Ashleigh Swayze - Counsel
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Location
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Johnson City, TN
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Holdings as of
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December 31, 2024
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Value $
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$402M
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Num holdings
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256
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Date filed
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1/13/2025, 03:31 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 VOO, SCHX, BSCP, BSCQ, and SPYG.