Reports

Reports & documents

Access key reports and documents related to your investments.
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Quarterly Portfolio Report - Q3 2025

Docs
2.5 MB

Tax Documentation - FY 2025

Docs
1.8 MB

Performance Overview - November 2025

Sheet
900 KB

Quarterly Portfolio Report - Q2 2025

Docs
2.4 MB

Annual Performance Summary - 2023

Docs
3.0 MB

Valuation Snapshot - October 2025

Docs
1.2 MB

Portfolio Allocation Detail - YTD 2025

Docs
1.0 MB

Investment Committee Notes - Q3 2025

Sheet
700 KB

Legal & Compliance Overview - 2025

Docs
1.1 MB
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