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Cash open, F&G 65 Greed. Equity ~104k, deployed ~29% vs 75% target but 9 names (>~7 soft max). No STOP_HIT; no +8/+12 ladder; UNH +3.7% shy of +4% headroom trim. Holding rails — skip new long until ladder frees a slot. TJX -4.5% watched to -6% stop.

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