| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | 2,250 | 2,250 | 0 |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| BOND FUNDS | 32,682 | 32,506 |
| VANGUARD BOND INDEX FUND | 0 | 0 |
| VANGUARD TOTAL INTL ETF | 23,867 | 20,831 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| EQUITY INVESTMENTS | 320 | 197 |
| KINDER MORGAN ENERGY LP | 0 | 0 |
| VANGUARD DIV APPRECIATION | 10,933 | 16,573 |
| VANGUARD TOTAL STOCK MARKET | 2,751 | 4,930 |
| EQUITY FUNDS | 29,432 | 32,714 |
| SCHWAB US BROAD MARKET | 4,968 | 4,859 |
| Description | Amount |
|---|---|
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL TAXES | 203 | 0 | 0 |