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Instuitional Investor - Circle Wealth Management, Llc

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. SPY 260,434 $70,650 24%
Vanguard Index Fds
416,241 $58,453 19.85%
3. FNDF 530,650 $35,018 11.89%
4. GS 53,772 $11,860 4.02%
5. XLB 444,833 $11,828 4.01%