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Congress
Jefferson Shreve
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$170.54
A · 2026-10-09 · USD
Stock price change
+$32.50
+23.54% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$12.4K
As of 2026-10-09
Estimated gain / loss
+$2,354.39
+23.54%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| A. Advisory Account holding Structured Notes ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | $25M – $50M |
| G. Old National Bank Accounts ⇒ ONB Money Market [BA] | $25M – $50M |
| I. EXR OP Units Account ⇒ Extra Space Storage Inc Common Stock (EXR) [ST] | $50M – $50M |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025 [CS] | $5M – $25M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 3 yr Dual Direction Buffered Note SPX [CS] | $5M – $25M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 4 yr Barrier Note INDU/RTY [CS] | $5M – $25M |
| A. Advisory Account holding Structured Notes ⇒ BNP Paribas 5 yr Barrier Note INDU/NDX/RTY [CS] | $5M – $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS] | $5M – $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS] | $5M – $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS] | $5M – $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS] | $5M – $25M |
| A. Advisory Account holding Structured Notes ⇒ JP Morgan 5 year Barrier Note INDU/NDX/RTY - November 2025 [CS] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Dual Direction Trigger [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Allianz Buffered Annuity - S&P 500 Trigger [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity Russell 2000 Cap Rate [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Brighthouse Buffered Annuity S&P 500 Trigger Rate [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 Annual cap rate [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity - S&P 500 trigger [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage Buffered Annuity S&P 500 Cap [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Particpation [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Trigger Rate Plus [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 3-year S&P 500 Index [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [OP] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Symetra Buffered Annuity S&P 500 with enhanced particpation [OP] | $5M – $25M |
| C. Fixed Indexed Annuity ⇒ AIG Power Protector S&P 500 point-to-point [FN] | $5M – $25M |
| C. Fixed Indexed Annuity ⇒ Athene Accumulator S&P 500 point-to-point [FN] | $5M – $25M |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 point-to-point [FN] | $5M – $25M |
| C. Fixed Indexed Annuity ⇒ Global Atlantic Fore Accumulation 5 S&P 500 trigger [FN] | $5M – $25M |
| C. Fixed Indexed Annuity ⇒ Lincoln Optiblend 5 S&P 500 Trigger [FN] | $5M – $25M |
| C. Fixed Indexed Annuity ⇒ Mass Mutual S&P 500 point-to-point [FN] | $5M – $25M |
| D. Opportunity Zone Funds ⇒ Cantor Fitzgerald Opportunity Zone Fund [RE] | $5M – $25M |
| D. Opportunity Zone Funds ⇒ Griffin Capital Opportunity Zone Fund III [RE] | $5M – $25M |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy I - S&P 500 [OT] | $5M – $25M |
| O. Universal Indexed Life Insurance ⇒ Nationwide Life Insurance Policy - S&P 500 [OT] | $5M – $25M |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) [MF] | $5M – $25M |
| B. Registered Index Linked Annuity (RILA) ⇒ Equitable S&P 500 Dual Direction Trigger [OP] | $1M – $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Jackson National Buffered Annuity S&P 500 with Annual cap rate and enhanced participation [OP] | $1M – $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust American Leadership [OP] | $1M – $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Lincoln Level Advantage 6 year First Trust Cap Strength [OP] | $1M – $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 10% Buffer [OP] | $1M – $5M |
| B. Registered Index Linked Annuity (RILA) ⇒ Prudential Buffered Annuity - S&P 500 Tiered Participation - 5% Buffer [OP] | $1M – $5M |
| D. Opportunity Zone Funds ⇒ Inland Self Storage Opportunity Zone Fund [RE] | $1M – $5M |
| D. Opportunity Zone Funds ⇒ Pacific Oak Opportunity Zone Fund [RE] | $1M – $5M |
| G. Old National Bank Accounts ⇒ ONB Personal Checking [BA] | $1M – $5M |
| L. Breffnimor LLC ⇒ Residential Property 1 [OL] | $1M – $5M |
| M. Carmichael Center LP ⇒ Residential Property 1 [OL] | $1M – $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Contrafund K6 (FLCNX) [MF] | $1M – $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JPMorgan Core Bond A (PGBOX) [MF] | $1M – $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lord Abbett Investment Trust Short Duration Income Fd Cl A (LALDX) [MF] | $1M – $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Macquarie Opportunity Fund Institutional (FIVUX) [MF] | $1M – $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SSGA S&P 500 Index Fd (SVSPX) [MF] | $1M – $5M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Templeton Foreign Fund Class A (TEMFX) [MF] | $1M – $5M |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Equity Fund Class F (SEITX) [MF] | $1M – $5M |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI International Trust Emerging Markets Equity Fund Class F (SIEMX) [MF] | $1M – $5M |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI Tax-Managed Small/Mid Cap Fund Class F (STMSX) [MF] | $1M – $5M |
| G. Old National Bank Accounts ⇒ ONB Joint Checking [BA] | $500K – $1M |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy II - S&P 500 [OT] | $500K – $1M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Columbia Emerging Markets Bond Fund Class A (REBAX) [MF] | $500K – $1M |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ LVIP Franklin Templeton Mult-Factor Emerging Markets Equity Fund [OT] | $500K – $1M |
| F. Lincoln Level Advantage IRA ⇒ PIMCO Fds Low Duration Fd Cl A (PTLAX) [MF] | $250K – $500K |
| G. Old National Bank Accounts ⇒ ONB Perry Properties Checking Account [BA] | $250K – $500K |
| G. Old National Bank Accounts ⇒ Storage Express Construction Checking [BA] | $250K – $500K |
| H. Chase Bank Checking Account ⇒ Chase Bank Checking Account [BA] | $250K – $500K |
| K. Perry Properties LLC ⇒ Residential Property 4 [OL] | $250K – $500K |
| N. Storage Express Construction ⇒ Storage Express Construction LLC [OL] | $250K – $500K |
| A. Advisory Account holding Structured Notes ⇒ Insured Bank Deposit Program [BA] | $100K – $250K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year S&P 500 [OP] | $100K – $250K |
| G. Old National Bank Accounts ⇒ Shreve & Company Checking [BA] | $100K – $250K |
| K. Perry Properties LLC ⇒ Residential Property 1 [RP] | $100K – $250K |
| K. Perry Properties LLC ⇒ Residential Property 2 [RP] | $100K – $250K |
| K. Perry Properties LLC ⇒ Residential Property 3 [OL] | $100K – $250K |
| E. Pershing Brokerage Account ⇒ Insured Bank Deposit Program [BA] | $50K – $100K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Capital Strength [OP] | $50K – $100K |
| F. Lincoln Level Advantage IRA ⇒ Lincoln Level Advantage 6-year Russell 2000 [OP] | $50K – $100K |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy IV - S&P 500 [OT] | $50K – $100K |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | $50K – $100K |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | $50K – $100K |
| J. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. - Common Stock (NWBI) [ST] | $15K – $50K |
| O. Universal Indexed Life Insurance ⇒ Midland Life Insurance Policy III - S&P 500 [OT] | $15K – $50K |
| O. Universal Indexed Life Insurance ⇒ Protective Life Insurance - S&P 500 [OT] | $1K – $15K |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program [BA] | $1K – $15K |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Insured Bank Deposit Program [BA] | $1K – $15K |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ New York NY Ref-Ser E 27 May 2016 5% Aug 2028 [GS] | $1 – $1K |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 12-Month Digital Buffer Note SPX/RTY/NDX [CS] | Not specified |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 12-Month Digital Buffer Note SPX/RTY/NDX [CS] | Not specified |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 12-Month Digital Buffer Note SPX/RTY/NDX [CS] | Not specified |
| A. Advisory Account holding Structured Notes ⇒ Bank of Montreal 13-Month Digital Barrier Note SPX/RTY [CS] | Not specified |
| A. Advisory Account holding Structured Notes ⇒ Barclays 2 yr Digital Note INDU/RTY [CS] | Not specified |
| A. Advisory Account holding Structured Notes ⇒ | Not specified |
| JP Morgan 3-year auto callable buffer note RTY- December 2025 [GS] | Not specified |
| A. Advisory Account holding Structured Notes ⇒ Morgan Stanley 2.5 yr Dual Direction Buffered Note INDU/NDX [CS] | Not specified |
| B. Registered Index Linked Annuity (RILA) ⇒ | Not specified |
| Lincoln Level Advantage 3 year First Trust Cap Strength [OP] | Not specified |
| D. Opportunity Zone Funds ⇒ | Not specified |
| Inland Student Housing Opportunity Zone Fund [RE] | Not specified |
| E. Pershing Brokerage Account ⇒ Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF] | Not specified |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ 1. Charitable Remainder Trust #2 Description [OT] an independent third-party investment manager makes all investment decisions, and the remainder passes to charity under the trust agreement. | Not specified |
| P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ 1. Charitable Remainder Trust #1 Description [OT] an independent third-party investment manager makes all investment decisions, and the remainder passes to charity under the trust agreement. | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ 3M Company Common Stock (MMM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Agilent Technologies, Inc. Common Stock (A) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Akamai Technologies, Inc. - Common Stock (AKAM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Albemarle Corporation Common Stock (ALB) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Eagle Outfitters, Inc. Common Stock (AEO) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Express Company Common Stock (AXP) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ American Tower Corporation (AMT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Aptiv PLC Ordinary Shares (APTV) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Arch Capital Group Ltd. - Common Stock (ACGL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ares Management Corporation Class A Common Stock (ARES) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AT&T Inc. (T) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AvalonBay Communities, Inc. Common Stock (AVB) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Axon Enterprise, Inc. - Common Stock (AXON) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ball Corporation Common Stock (BALL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Bank of America Corporation Common Stock (BAC) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Berkshire Hathaway Inc. Common Stock (BRK.A) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Boeing Company (BA) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Buckle, Inc. (BKE) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Carnival Corporation Common Stock (CCL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Casella Waste Systems, Inc. - Class A Common Stock (CWST) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cboe Global Markets, Inc. (CBOE) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cencora, Inc. Common Stock (COR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Centene Corporation Common Stock (CNC) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Charles Schwab Corporation (SCHW) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cheniere Energy, Inc. Common Stock (LNG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Citigroup Inc 5.875 2033-02-22 [CS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Citizens Financial Group, Inc. Common Stock (CFG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Clorox Company (CLX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Cloudflare, Inc. Class A Common Stock (NET) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CNO Financial Group, Inc. Common Stock (CNO) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coca-Cola Company (KO) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Comcast 6.50%maturing 11/15/35 [CS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ConocoPhillips Common Stock (COP) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Constellation Energy Corporation - Common Stock (CEG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Copart, Inc. - Common Stock (CPRT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Coterra Energy Inc. Common Stock (CTRA) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CRT - Standard Unit Trust [OT] distribution made to the beneficiary. | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CSX Corporation (CSX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ CVS Health Corporation Common Stock (CVS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Danaher Corporation Common Stock (DHR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, | Not specified |
| independent third-party managed assets; remainder to charity) ⇒ Deere & Company Common Stock (DE) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Denton Tx Ctfs Oblig 01 May 2017 5% Feb 2029 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Discover Financial Services Common Stock (DFS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ District Columbia Income Tax Rev 5.000 2032-03-01 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Dollar General Corporation Common Stock (DG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ DoorDash, Inc. - Common Stock (DASH) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, | Not specified |
| independent third-party managed assets; remainder to charity) ⇒ Ecolab Inc. Common Stock (ECL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Edwards Lifesciences Corporation Common Stock (EW) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ EPAM Systems, Inc. Common Stock (EPAM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Primerica, Inc. Common Stock (PRI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ First Busey Corporation - Common Stock (BUSE) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ GE Aerospace Common Stock (GE) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ General Motors Financial 2.35 2031-101-08/ 37045xde3 [CS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Grand Praire Tex 5.0000 2032-02-15 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Halliburton Company Common Stock (HAL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hanover Insurance Group Inc (THG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Highwoods Properties, Inc. Common Stock (HIW) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ HNI Corporation Common Stock (HNI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Home BancShares, Inc. Common Stock (HOMB) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Home Depot, Inc. (HD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Honeywell International Inc. (HON) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hope Bancorp, Inc. - Common Stock (HOPE) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Houston Tex 5.000 2031-03-01/ 4423315C4 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hubbell Inc Common Stock (HUBB) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDACORP, Inc. Common Stock (IDA) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDEX Corporation Common Stock (IEX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ International Business Machines Corporation Common Stock (IBM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JP Morgan 4.912 7-25-33 '32/ 46647PDH6 [CS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Kansas City MO 4.0000 2030-02-01 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Kroger Company (KR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Laredo TEX 5.000 2031-2-15/ 516824JB6 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lazard, Inc. Common Stock (LAZ) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lennar Corporation Class A Common Stock (LEN) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Littelfuse, Inc. - Common Stock (LFUS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Marvell Technology, Inc. - Common Stock (MRVL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Match Group, Inc. - Common Stock (MTCH) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ McDonald's Corporation Common Stock (MCD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ McKesson Corporation Common Stock (MCK) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01-01/ 592112UX2 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Minnesota St 5.00000 2025-08-01 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Morgan Stanley Common Stock (MS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Nasdaq, Inc. - Common Stock (NDAQ) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Newmont Corporation (NEM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Nextrata Energy Inc. (NXTA) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ NiSource Inc Common Stock (NI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Occidental Petroleum Corporation Common Stock (OXY) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ OGE Energy Corp Common Stock (OGE) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Old Republic International Corporation Common Stock (ORI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Oviedo FLA Util Rev 5.0000 2032-10-01 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Palo Alto Networks, Inc. (PANW) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Pepsico, Inc. (PEP) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Philip Morris International Inc Common Stock (PM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Phillips 66 Common Stock (PSX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, | Not specified |
| independent third-party managed assets; remainder to charity) ⇒ Plano TX Indp Sch Dist 16 Feb 2023 5% [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PNC Finl Svc 6.875 10/20/34 '33 FRN [CS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Procter & Gamble Company (PG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Progressive Corporation (PGR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Prologis, Inc. Common Stock (PLD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Prudential Financial, Inc. Common Stock (PRU) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PulteGroup, Inc. Common Stock (PHM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, | Not specified |
| independent third-party managed assets; remainder to charity) ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rapid7, Inc. - Common Stock (RPD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Realty Income Corporation Common Stock (O) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ RTX Corporation Common Stock (RTX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rush Enterprises, Inc. - Class A Common Stock (RUSHA) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ S W Allen IN Multi Sch Co 1st Mtge 01 Oct 2020 5% 15 Jul 2029 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Schneider National, Inc. Common Stock (SNDR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ SEI Daily Income Trust Government II Fund Class F (TCGXX) [MF] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Sherwin-Williams Company (SHW) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Simon Property Group, Inc. Common Stock (SPG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Snowflake Inc. Class A Common Stock (SNOW) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Strategy Inc - Class A Common Stock (MSTR) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Sysco Corporation Common Stock (SYY) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Carlyle Group Inc. - Common Stock (CG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Cigna Group Common Stock (CI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ TJX Companies, Inc. (TJX) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Trane Technologies plc (TT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Community Banks, Inc. - Common Stock (UCBI) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, | Not specified |
| independent third-party managed assets; remainder to charity) ⇒ Univest Financial Corporation - Common Stock (UVSP) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Visa Inc. (V) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 [GS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Walmart Inc. Common Stock (WMT) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Walt Disney Company (DIS) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Wells Fargo 5.574 07/25/29 '28 Mtn [CS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Wells Fargo 6.491 10/23/34 '33 MTN [CS] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Welltower Inc. (HCN) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Western Digital Corporation - Common Stock (WDC) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Williams Companies, Inc. (WMB) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not specified |
| Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Zoom Technologies, Inc. (ZOOM) [ST] | Not specified |