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10b5-1 Preset Diversification Program® (PDP) Overview and Process Specifics

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Page 1: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in

10b5-1 Preset Diversification Program® (PDP)

Overview and Process Specifics

Page 2: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 3: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 4: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 5: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 6: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 7: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 8: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 9: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 10: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 11: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 12: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 13: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 14: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 15: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 16: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 17: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 18: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 19: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 20: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 21: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 22: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in
Page 23: (PDP) Overview and Process Specifics - Morgan … Preset Diversification ("PDP") The implementation of Rule 10b5-1 has fundamentally altered the ability of insiders to transact in

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