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Quarterly Commentary

2023

1st Quarter 2023
2nd Quarter 2023

2022

1st Quarter 2022
2nd Quarter 2022
3rd Quarter 2022
4th Quarter 2022

2021

2nd Quarter 2021
3rd Quarter 2021
2nd Quarter 2021

Disclosures ADVII

ADV Part2A-B 060523

Regulation Best Interest

Windward Capital Form CRS
Potential Conflicts of Interest-New Accounts
Potential Conflicts of Interest-Rollovers

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