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sd-10-EFTA01361141Dept. of Justice

EFTA Document EFTA01361141

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Strategic and tactical allocations Proposed allocations for taxable client (where hedge funds are suitable) Income Growth & Income Growth Maximum Growth Strategic Tactical IIK2331111.111111MIIIIII Strategic Tactical Strategic Tactical Strategic Tactical Equities 49.E 87.0% 84.5% U.S. Large Cap 15.0% 15.0% 23.5% 23.5% 33.0% 33.0% 42.0% 42.0% U.S. Small Cap 2.0% 1.5% 2.5% 2.0% 3.5% 3.0% 4.0% 3.0% EAFE 11.5% 11.5% 17.0% 17.0% 22.5% 22.5%

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Dept. of Justice
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sd-10-EFTA01361141
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