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Investment Quarterly

Investment Quarterly Q3 2017

Market Commentary
Qualified Charitable IRA Distributions
Portfolio Changes

Investment Quarterly Q2 2017

Market Commentary
Acknowledgement
Sound-bytes
New Letters from Your Custodian

Investment Quarterly Q1 2017

Market Commentary
Portfolio Changes
Breaking News for All Investors

Investment Quarterly Q4 2016

Market Commentary
Bonds 101
Portfolio Changes
Sound-bytes

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