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Table of ContentsUNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549Form 10K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal
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Form Aggregate Market Value is a document used to report the combined market value of securities owned or managed by an entity for the purpose of regulatory compliance.
Entities that manage investments or have holdings in securities that meet specified thresholds are required to file the Form Aggregate Market Value.
To fill out the Form Aggregate Market Value, entities must gather necessary financial information, complete the designated sections regarding securities held, and submit the form as per regulations, following the provided instructions.
The purpose of the Form Aggregate Market Value is to provide regulatory bodies with accurate information on the market value of an entity's securities for monitoring compliance and assessing systemic risk.
The information that must be reported includes the types and quantities of securities held, their current market values, and any relevant financial disclosures required by the filing entity.
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