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sd-10-EFTA01367853Dept. of Justice

EFTA Document EFTA01367853

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Strategic and tactical allocations Proposed allocations for taxable client (where hedge funds are suitable) Income Strategic Tactical Growth & ircome Strategic Tactical Growth. Strategic Tactical Maximum Growth Strategic Tactical CRAMS 49.0% 67.0% 64.5% 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% 11.0% 17.0% 16.0% 22.5% 21.5% 29.0% 27.5% European 7.5% 7

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Dept. of Justice
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sd-10-EFTA01367853
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