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Signature - Title
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Chris Marks - Compliance Consultant
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Location
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Madison, WI
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Holdings as of
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March 31, 2025
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Value $
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$299M
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Num holdings
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494
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Date filed
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6/6/2025, 12:43 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 AGG, SCHD, SCHF, BSV, and IJR.