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TableofContentsUNITEDSTATES SECURITIESANDEXCHANGECOMMISSION Washington,D.C.20549 FORM10K ANNUALREPORTPURSUANTTOSECTION13OR15(d)OFTHESECURITIESEXCHANGEACTOF1934ForthefiscalyearendedDecember31,2023TRANSITIONREPORTPURSUANTTOSECTION13OR15(d)OFTHESECURITIESEXCHANGEACTOF1934 Forthetransitionperiodfromto

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How to fill out serviceswheformrdiscretionaryornon-discretionaryaresharesheldbyaffiliates

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Obtain the necessary forms from the appropriate institution or service provider.

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Fill out the form with accurate and up-to-date information regarding the discretionary or non-discretionary shares held by affiliates.

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Who needs serviceswheformrdiscretionaryornon-discretionaryaresharesheldbyaffiliates?

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Investors who hold discretionary or non-discretionary shares that are affiliated with a particular institution or organization.

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What is serviceswheformrdiscretionaryornon-discretionaryaresharesheldbyaffiliates?

Services where form MR discretionary or non-discretionary are shares held by affiliates typically refers to a regulatory requirement for disclosing relationships and transactions involving shared interests that could influence business decisions.

Who is required to file serviceswheformrdiscretionaryornon-discretionaryaresharesheldbyaffiliates?

Entities or individuals that have ownership interests or affiliations that may impact the disclosures in financial reports are required to file this form.

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Filling out this form involves providing detailed information regarding shareholdings, the nature of the affiliations, and the type of services provided, ensuring compliance with reporting standards.

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The purpose is to ensure transparency in the financial dealings of affiliates and to disclose potential conflicts of interest in transactions.

What information must be reported on serviceswheformrdiscretionaryornon-discretionaryaresharesheldbyaffiliates?

Information that must be reported includes details on affiliations, types of securities held, services rendered, and any other relevant financial transactions.

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