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| 05/28/25 | Rulebook | Morningstar European Leveraged Loan | Fixed Income | |
| 05/28/25 | Rulebook | Morningstar Economic Moat | Equity | |
| 05/28/25 | Rulebook | Morningstar Economic Moat | Equity | |
| 05/28/25 | Rulebook | Morningstar Economic Moat | Equity, Multi Asset | |
| 05/28/25 | Rulebook | Morningstar Economic Moat | Equity | |
| 05/28/25 | Rulebook | Morningstar Thematic | Equity | |
| 05/28/25 | Rulebook | Morningstar Economic Moat | Equity | |
| 05/28/25 | Rulebook | Morningstar Economic Moat | Equity | |
| 05/28/25 | Rulebook | Morningstar Target Allocation | Multi Asset | |
| 05/28/25 | Rulebook | Morningstar Target Date | Multi Asset | |
| 05/27/25 | Client Consultation | — | Equity | |
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