I'm in the process of calculating some numbers in relation to avg total assets (ATA) since that is what the examiners often use. For example, CDLs or Qualified Investments as a percentage of ATA. Seems to make sense that they use ATA figures during the evaluation period only. We recieved our last PE about 5 months go, and I was going to use ATAs since that time for my current calculations. Correct?
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