Here's a first draft proposal for the transfer of equities from JIG to John. 

Meant as a starting point.  We focused on trimming rows from the portfolio - transferring 100% of some of JIGs small positions rather than the roughly 15% of all holdings. 

1.  Valuations are old.

2.  Over shoots our target on equities

3.  Undershoots gains and losses.

4.  Cash is based on June numbers.

Cheers,

J
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