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Select all	Document Name	Date
	SMA - National Ladder 5 to 15 Year Municipal Fixed Income Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: May 15, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	May 15, 2025
	SMA - National Ladder 10 to 20 Year Municipal Fixed Income Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: May 15, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	May 15, 2025
	SMA - National Ladder 1 to 5 Year Municipal Fixed Income Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: May 15, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	May 15, 2025
	SMA - National Ladder 1 to 10 Year Municipal Fixed Income Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: May 15, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	May 15, 2025
	SMA - Long Term Municipal Municipal Fixed Income Sample Portfolio Sample Portfolio Actions Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Apr 15, 2025 Target Audience: For Professional Investor Use Only Product group: Separately Managed Accounts Done	Apr 15, 2025
	SMA - Intermediate Municipal Fixed Income Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Apr 15, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Apr 15, 2025
	SMA - Short Term Municipal Fixed Income Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Apr 15, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Apr 15, 2025
	SMA-Mid Cap Value-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and S&P ratings. Publication date: Apr 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Apr 6, 2025
	SMA-Mid Cap Growth-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and S&P ratings. Publication date: Apr 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Apr 6, 2025
	SMA-Equity Dividend-Sample Portfolio Sample Portfolio Actions Download Email Subscribe Add to favorites Information Information Description: Quarterly managed account sample portfolio with a snaphot of the holdings, portfolio characteristics, and third-party ratings. Publication date: Apr 6, 2025 Target Audience: For Individuals Product group: Separately Managed Accounts Done	Apr 6, 2025