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F your mailing address is a P.O. Box, please attach a letter of instruction with a U.S. residential address. 11 011660101 011660001 2 portfolio information Minimum initial investment is $1,000.00. If establishing a systematic investment program(s), the minimum initial investment is $50.00 per Portfolio. All of the information below is required to establish the account. POOL NUMBERS age-based portfolios class a class b* class c FA 529 College Portfolio 1221 1233 1243 FA.

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