Location
The Villages, FL
Holdings as of
9/30/2025
Value ($000)
$168,358
Num holdings
110
Date filed
2/26/2026
Form type
13F-HR/A - RESTATEMENT
Prev filing
2/26/2026
Next filing
2/6/2026
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type