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Signature - Title
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William Gerald Martin III - CHIEF COMPLIANCE OFFICER
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Location
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Walnut Creek, CA
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Holdings as of
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March 31, 2025
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Value $
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$454M
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Num holdings
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260
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Date filed
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5/9/2025, 11:07 AM
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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 DFAC, DFAT, IVV, AAPL, and DFIV.