Sample Presentation
Holding Name Asset Name Market Value Asset Class Vanguard Asset Allocation Fund Admiral Shares Variable Annuity $287,010 Balanced Holdings Details ... 0.66% Jimmy's 529 Plan Vanguard Bond Index Fund Total Bond Market Index Fd VBMFX 2,500.000 $11.02 $27,550.00 Inv Grd Bnd(60.12%)... 0.39% VANGUARD INDEX TRUST 500 INDEX FUND VFINX 200.000 $144.03 ... ................
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