Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
T & M MITCHELL FDN DIMA-BLRK
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07 AFT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

26-0006262
B Telephone number (see instructions)

(888) 866-3275
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,353,097
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 110,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 56,443 56,040  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 115,200
b Gross sales price for all assets on line 6a 952,833
7 Capital gain net income (from Part IV, line 2)... 115,200
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 281,643 171,240  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 1,500 0 0 1,500
c Other professional fees (attach schedule).... 36,545 21,927   14,618
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 4,641 1,279   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 551 261   290
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,237 23,467 0 16,408
25 Contributions, gifts, grants paid....... 95,805 95,805
26 Total expenses and disbursements. Add lines 24 and 25 139,042 23,467 0 112,213
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 142,601
b Net investment income (if negative, enter -0-) 147,773
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,597 1,061 1,061
2 Savings and temporary cash investments......... 35,671 54,995 54,995
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 198,223    
b Investments—corporate stock (attach schedule)....... 1,134,358 Click to see attachment1,233,618 1,526,499
c Investments—corporate bonds (attach schedule)....... 201,751 Click to see attachment401,658 417,056
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 325,246 Click to see attachment348,899 353,486
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,896,846 2,040,231 2,353,097
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,896,846 2,040,231
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,896,846 2,040,231
30 Total liabilities and net assets/fund balances (see instructions). 1,896,846 2,040,231
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,896,846
2
Enter amount from Part I, line 27a .....................
2
142,601
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
784
4
Add lines 1, 2, and 3 ..........................
4
2,040,231
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,040,231
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 4. ABB LTD SPONSORED ADR   2019-01-03 2019-05-10
b 11. ABB LTD SPONSORED ADR   2018-09-18 2019-05-10
c 2. ABB LTD SPONSORED ADR   2018-01-03 2019-05-10
d 30. ABB LTD SPONSORED ADR   2017-11-28 2019-05-10
e 8. ABB LTD SPONSORED ADR   2017-11-27 2019-05-10
1. ABB LTD SPONSORED ADR   2017-11-16 2019-05-10
32. ABB LTD SPONSORED ADR   2017-10-23 2019-05-10
8. AGCO CORP   2019-04-26 2019-09-30
16. AGCO CORP   2019-04-26 2019-12-16
17. AES CORP COM   2018-09-19 2019-04-26
47. AES CORP COM   2017-09-12 2019-04-26
4. AES CORP COM   2017-07-14 2019-04-26
25. AES CORP COM   2018-09-19 2019-12-16
10. AIA GROUP LTD   2017-03-08 2019-12-16
13. AT&T INC   2012-01-03 2019-12-16
19. ABBOTT LABORATORIES   2018-10-12 2019-04-03
7. ABBOTT LABORATORIES   2018-10-12 2019-09-18
4. ABBOTT LABORATORIES   2018-10-12 2019-12-16
2. ABIOMED INC   2018-11-27 2019-03-22
2. ABIOMED INC   2018-11-27 2019-03-26
1. ABIOMED INC   2018-12-06 2019-03-27
1. ABIOMED INC   2018-12-04 2019-03-27
2. ABIOMED INC   2018-11-29 2019-03-27
3. ABIOMED INC   2018-11-28 2019-03-27
2. ABIOMED INC   2018-11-27 2019-03-27
1. ABIOMED INC   2018-12-06 2019-03-28
1. ABIOMED INC   2019-01-03 2019-03-28
3. ABIOMED INC   2019-02-05 2019-03-28
2. ADIDAS AG   2019-08-14 2019-12-16
3. ADOBE SYS INC COM   2017-10-20 2019-09-18
4. ADOBE SYS INC COM   2017-10-23 2019-12-16
15. AFFILIATED MANAGERS GROUP INC   2019-01-10 2019-07-26
20. AGILENT TECHNOLOGIES INC   2018-10-03 2019-07-11
6. AGILENT TECHNOLOGIES INC   2018-10-04 2019-07-11
21. AGILENT TECHNOLOGIES INC   2018-10-08 2019-07-12
2. AGILENT TECHNOLOGIES INC   2018-10-04 2019-07-12
7. AGILENT TECHNOLOGIES INC   2019-01-03 2019-07-15
5. AGILENT TECHNOLOGIES INC   2018-12-06 2019-07-15
14. AGILENT TECHNOLOGIES INC   2018-10-09 2019-07-15
7. AGILENT TECHNOLOGIES INC   2018-10-08 2019-07-15
18. ALIBABA GROUP HOLDING LT   2019-01-30 2019-05-20
4. ALIBABA GROUP HOLDING LT   2019-01-30 2019-05-20
3. ALIBABA GROUP HOLDING LT   2019-01-30 2019-05-20
3. ALIBABA GROUP HOLDING LT   2019-02-20 2019-05-28
2. ALIBABA GROUP HOLDING LT   2019-01-30 2019-05-28
3. ALIBABA GROUP HOLDING LT   2019-01-30 2019-05-28
7. ALIBABA GROUP HOLDING LT   2019-02-06 2019-05-28
7. ALIBABA GROUP HOLDING LT   2019-02-20 2019-05-29
11. ALIBABA GROUP HOLDING LT   2019-02-20 2019-05-31
3. ALIBABA GROUP HOLDING LT   2019-02-20 2019-09-18
2. ALIBABA GROUP HOLDING LT   2019-02-20 2019-12-16
2. ALIGN TECHNOLOGY INC   2018-06-13 2019-04-09
2. ALIGN TECHNOLOGY INC   2018-06-13 2019-04-15
1. ALIGN TECHNOLOGY INC   2018-06-13 2019-04-17
1. ALIGN TECHNOLOGY INC   2018-07-07 2019-04-18
2. ALIGN TECHNOLOGY INC   2018-06-13 2019-04-18
2. ALIGN TECHNOLOGY INC   2018-06-13 2019-04-18
2. ALIGN TECHNOLOGY INC   2018-08-03 2019-04-18
1. ALIGN TECHNOLOGY INC   2018-08-03 2019-07-01
3. ALIGN TECHNOLOGY INC   2018-10-09 2019-07-02
3. ALIGN TECHNOLOGY INC   2018-10-25 2019-07-02
4. ALIGN TECHNOLOGY INC   2018-10-25 2019-07-03
1. ALIGN TECHNOLOGY INC   2019-01-03 2019-07-03
5. ALLIANZ SE   2011-09-02 2019-12-16
8. ALLIANZ SE   2010-09-02 2019-12-16
7. ALLIANZ SE   2009-01-05 2019-12-16
15. ALLISON TRANSMISSION HOLDINGS INC   2018-05-17 2019-01-10
11. ALLISON TRANSMISSION HOLDINGS INC   2018-05-17 2019-04-26
24. ALLISON TRANSMISSION HOLDINGS INC   2018-05-17 2019-11-14
6. ALLISON TRANSMISSION HOLDINGS INC   2019-01-03 2019-11-14
1. ALPHABET INC SHS CL C   2016-06-24 2019-09-11
1. ALPHABET INC SHS CL C   2016-06-24 2019-09-18
1. ALPHABET INC SHS CL C   2016-06-24 2019-12-16
1. ALPHABET INC SHS CL A   2015-08-25 2019-09-11
1. ALPHABET INC SHS CL A   2015-08-25 2019-09-18
1. ALPHABET INC SHS CL A   2015-08-25 2019-12-16
24. ALTRIA GROUP INC   2019-09-18 2019-12-16
2. AMAZON COM INC   2015-10-07 2019-09-18
2000. AMERICAN EXPRESS CO   2018-08-07 2019-12-11
1000. AMERICAN EXPRESS CO   2018-08-07 2019-12-16
13. AMERICAN INTERNATIONAL GROUP INC   2013-05-31 2019-05-20
8. AMERICAN INTERNATIONAL GROUP INC   2014-01-03 2019-05-20
1. AMERICAN TOWER REIT INC   2017-05-18 2019-02-04
1. AMERICAN TOWER REIT INC   2016-09-12 2019-02-04
9. AMERICAN TOWER REIT INC   2017-05-18 2019-02-04
3. AMERICAN TOWER REIT INC   2017-05-18 2019-02-04
3. AMERICAN TOWER REIT INC   2017-05-03 2019-02-04
6. AMERICAN TOWER REIT INC   2017-04-27 2019-02-04
3. AMERICAN TOWER REIT INC   2017-05-18 2019-02-05
4. AMERICAN TOWER REIT INC   2017-09-28 2019-02-05
2. AMERICAN TOWER REIT INC   2018-01-03 2019-03-22
2. AMERICAN TOWER REIT INC   2018-07-31 2019-03-22
7. AMERICAN TOWER REIT INC   2018-07-31 2019-04-01
1. AMERICAN TOWER REIT INC   2018-10-25 2019-04-01
5. AMERICAN TOWER REIT INC   2019-01-03 2019-04-01
9. AMERICAN TOWER REIT INC   2018-10-24 2019-04-01
4. AMERICAN TOWER REIT INC   2018-08-03 2019-04-01
3. AMGEN INC   2019-11-04 2019-12-16
1000. ANHEUSER-BUSCH INBEV FIN   2018-08-29 2019-12-11
1000. ANHEUSER-BUSCH INBEV FIN   2018-08-29 2019-12-17
2. ANTHEM INC   2017-02-15 2019-12-16
7. APPLE INC   2017-02-07 2019-06-19
12. APPLE INC   2019-01-02 2019-06-19
15. APPLE INC   2017-02-07 2019-06-19
5. APPLE INC   2018-01-03 2019-06-19
6. APPLE INC   2019-02-05 2019-06-21
15. APPLE INC   2019-01-02 2019-06-21
5. APPLE INC   2019-01-03 2019-06-21
14. APPLE INC   2019-02-05 2019-06-26
11. APPLE INC   2019-03-01 2019-06-26
26. APPLE INC   2019-03-01 2019-07-01
1. APPLE INC   2019-03-07 2019-09-18
6. APPLE INC   2019-03-01 2019-09-18
7. APPLE INC   2019-03-07 2019-12-16
19. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2018-11-12 2019-05-21
15. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2018-11-12 2019-08-21
25. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2018-11-14 2019-09-06
3. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2018-11-28 2019-09-06
3. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2018-11-12 2019-09-06
13. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2018-11-28 2019-09-17
13. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2018-12-10 2019-09-17
5. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-01-03 2019-09-17
13. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-02-28 2019-09-18
10. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-03-04 2019-11-04
2. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-02-28 2019-11-04
10. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-03-01 2019-11-04
10. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-03-04 2019-12-16
7. ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM   2017-08-25 2019-12-16
10. AUTODESK INC COM   2019-04-01 2019-08-21
13. AUTODESK INC COM   2019-04-02 2019-08-21
7. AUTODESK INC COM   2019-04-04 2019-08-21
8. AUTODESK INC COM   2019-05-24 2019-08-21
4. AUTODESK INC COM   2019-06-06 2019-08-21
5. AUTOMATIC DATA PROCESSING INC   2017-09-27 2019-09-18
2. AUTOMATIC DATA PROCESSING INC   2017-09-27 2019-12-16
12. AVNET INC   2018-02-23 2019-04-26
74. AVIVA PLC   2017-12-04 2019-04-24
13. AVIVA PLC   2019-01-03 2019-12-16
32. AVIVA PLC   2018-09-18 2019-12-16
20. AVIVA PLC   2018-03-12 2019-12-16
48. AVIVA PLC   2018-01-30 2019-12-16
2. AVIVA PLC   2017-12-25 2019-12-16
72. AVIVA PLC   2017-12-04 2019-12-16
13. AXA EQUITABLE HOLDINGS INC   2018-05-17 2019-12-16
10. BAE SYSTEMS PLC   2019-07-29 2019-12-16
12. BASF SE   2015-01-05 2019-01-24
17. BASF SE   2018-09-18 2019-01-24
3. BASF SE   2018-01-03 2019-01-24
36. BASF SE   2017-10-10 2019-01-24
8. BASF SE   2016-01-05 2019-01-24
4. BASF SE   2014-09-08 2019-01-24
20. BASF SE   2014-10-15 2019-01-24
4. BASF SE   2014-01-03 2019-01-24
4. BASF SE   2013-09-05 2019-01-24
4. BASF SE   2013-01-03 2019-01-24
6. BASF SE   2012-10-08 2019-01-24
2. BASF SE   2012-07-07 2019-01-24
4. BASF SE   2012-09-30 2019-01-24
7. BCE INC   2017-10-05 2019-09-30
2. BCE INC   2018-01-03 2019-09-30
16. BCE INC   2018-02-23 2019-09-30
3. BCE INC   2019-01-03 2019-09-30
10. BP P L C SPONS ADR   2019-01-29 2019-12-16
3. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2017-01-04 2019-04-24
17. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2017-04-04 2019-04-24
10. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2017-07-13 2019-04-24
1. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2018-01-03 2019-04-24
10. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2018-09-18 2019-04-24
4. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2019-01-03 2019-04-24
1. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2016-09-12 2019-04-24
6. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2016-01-05 2019-04-24
6. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2014-09-02 2019-04-24
4. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2014-09-08 2019-04-24
13. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2015-01-05 2019-04-24
1. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2015-09-14 2019-04-24
1000. BP CAPITAL MARKETS PLC   2017-10-24 2019-12-11
1000. BP CAPITAL MARKETS PLC   2017-10-24 2019-12-17
14. BAXTER INTERNATIONAL INC   2017-04-18 2019-12-03
22. BAXTER INTERNATIONAL INC   2017-11-15 2019-12-03
2. BAXTER INTERNATIONAL INC   2017-09-12 2019-12-03
2. BAXTER INTERNATIONAL INC   2017-11-15 2019-12-09
4. BAXTER INTERNATIONAL INC   2017-11-16 2019-12-09
11. BAXTER INTERNATIONAL INC   2017-11-17 2019-12-09
7. BAXTER INTERNATIONAL INC   2017-11-27 2019-12-09
5. BAXTER INTERNATIONAL INC   2017-11-27 2019-12-10
3. BAXTER INTERNATIONAL INC   2017-11-29 2019-12-10
6. BAXTER INTERNATIONAL INC   2018-01-03 2019-12-18
7. BAXTER INTERNATIONAL INC   2018-08-17 2019-12-18
13. BAXTER INTERNATIONAL INC   2017-11-29 2019-12-18
2. BAXTER INTERNATIONAL INC   2018-08-17 2019-12-19
1. BAXTER INTERNATIONAL INC   2018-08-20 2019-12-19
9. BAXTER INTERNATIONAL INC   2019-01-03 2019-12-19
4. BAYER A G SPONSORED ADR   2013-01-03 2019-03-20
8. BAYER A G SPONSORED ADR   2015-01-05 2019-03-20
8. BAYER A G SPONSORED ADR   2014-01-03 2019-03-20
8. BAYER A G SPONSORED ADR   2013-09-05 2019-03-20
12. BAYER A G SPONSORED ADR   2012-01-04 2019-03-20
12. BAYER A G SPONSORED ADR   2011-09-02 2019-03-20
5. BAYER A G SPONSORED ADR   2010-09-02 2019-03-20
4. BAYER A G SPONSORED ADR   2015-09-14 2019-03-20
4. BAYER A G SPONSORED ADR   2016-01-05 2019-03-20
4. BAYER A G SPONSORED ADR   2016-09-12 2019-03-20
8. BAYER A G SPONSORED ADR   2017-05-03 2019-03-20
18. BAYER A G SPONSORED ADR   2017-06-08 2019-03-20
4. BAYER A G SPONSORED ADR   2017-01-04 2019-03-20
4. BAYER A G SPONSORED ADR   2018-01-03 2019-03-25
15. BAYER A G SPONSORED ADR   2018-09-18 2019-03-25
8. BAYER A G SPONSORED ADR   2019-01-03 2019-03-25
10. BAYER A G SPONSORED ADR   2017-06-08 2019-03-25
20. BAYER A G SPONSORED ADR   2017-06-28 2019-03-25
1. BECTON DICKINSON AND CO   2017-08-31 2019-03-29
3. BECTON DICKINSON AND CO   2017-05-11 2019-03-29
2. BECTON DICKINSON AND CO   2017-08-31 2019-04-01
2. BECTON DICKINSON AND CO   2017-08-31 2019-04-03
2. BECTON DICKINSON AND CO   2019-01-03 2019-04-18
2. BECTON DICKINSON AND CO   2018-11-08 2019-04-18
5. BECTON DICKINSON AND CO   2017-08-31 2019-04-18
1. BECTON DICKINSON AND CO   2018-01-03 2019-04-18
4. BECTON DICKINSON AND CO   2018-03-08 2019-04-18
6. BECTON DICKINSON AND CO   2018-08-03 2019-04-18
2. BECTON DICKINSON AND CO   2018-10-25 2019-04-18
1. BERKSHIRE HATHAWAYINC   2016-04-12 2019-12-16
1. BERKSHIRE HATHAWAYINC   2016-04-13 2019-12-16
1. BHP BILLITON LIMITED ADR   2010-09-26 2019-12-16
3. BHP BILLITON LIMITED ADR   2011-01-04 2019-12-16
3. BHP BILLITON LIMITED ADR   2011-06-16 2019-12-16
5. BIOGEN INC   2018-01-17 2019-10-22
1. BIOGEN INC   2018-01-17 2019-12-16
352. BLACKROCK BOND ALLOC   2011-01-04 2019-12-16
253. BLACKROCK BOND ALLOC   2011-01-04 2019-12-16
356. BLACKROCK BOND ALLOC   2011-01-27 2019-12-16
11. BOEING CO/THE   2017-12-06 2019-03-11
1. BOEING CO/THE   2017-12-05 2019-03-11
1. BOEING CO/THE   2018-01-03 2019-03-11
1. BOEING CO/THE   2018-02-06 2019-03-12
1. BOEING CO/THE   2018-01-05 2019-03-12
3. BOEING CO/THE   2018-06-21 2019-03-12
3. BOEING CO/THE   2018-09-06 2019-03-12
7. BOEING CO/THE   2018-09-06 2019-03-14
1. BOEING CO/THE   2018-11-29 2019-03-14
3. BOEING CO/THE   2019-01-03 2019-03-14
2. BOEING CO/THE   2018-09-07 2019-03-14
1. BOEING CO/THE   2018-09-07 2019-03-14
2. BOEING CO/THE   2019-04-04 2019-09-18
4. BOEING CO/THE   2019-04-04 2019-12-16
2. BOEING CO/THE   2019-04-04 2019-12-16
5. BOOKING HLDGS INC   2016-03-16 2019-03-08
1. BOOKING HLDGS INC   2018-01-03 2019-03-08
11. BRIGHTHOUSE FINL INC REG   2018-05-17 2019-02-12
39. BRIGHTHOUSE FINL INC REG   2018-03-29 2019-02-12
4. BRIGHTHOUSE FINL INC REG   2018-05-17 2019-09-30
11. BURBERRY GROP PLC-SP ADR   2012-07-12 2019-12-16
22. CDW CORP/DE   2016-03-01 2019-01-10
6. CDW CORP/DE   2016-03-01 2019-01-10
24. CDW CORP/DE   2017-06-23 2019-01-11
3. CDW CORP/DE   2016-03-01 2019-01-11
1. CDW CORP/DE   2016-09-12 2019-01-11
10. CDW CORP/DE   2017-09-12 2019-09-18
5. CDW CORP/DE   2018-07-05 2019-09-18
8. CDW CORP/DE   2018-02-26 2019-09-18
17. CDW CORP/DE   2018-02-23 2019-09-18
5. CDW CORP/DE   2018-01-03 2019-09-18
16. CDW CORP/DE   2017-06-23 2019-09-18
14. CDW CORP/DE   2019-01-03 2019-09-18
.35 CIGNA CORP   2018-10-31 2019-01-04
2. CIGNA CORP   2018-02-23 2019-12-16
6. CVS HEALTH CORP   2019-01-03 2019-06-20
2. CVS HEALTH CORP   2017-09-12 2019-06-20
1. CVS HEALTH CORP   2016-09-12 2019-06-20
6. CVS HEALTH CORP   2016-08-30 2019-06-20
3. CVS HEALTH CORP   2016-08-05 2019-06-20
6. CVS HEALTH CORP   2016-06-28 2019-06-20
30. CVS HEALTH CORP   2016-06-24 2019-06-20
6. CVS HEALTH CORP   2016-01-05 2019-06-20
1. CVS HEALTH CORP   2015-09-14 2019-06-20
1. CVS HEALTH CORP   2015-08-04 2019-06-20
2. CVS HEALTH CORP   2015-08-03 2019-06-20
11. CVS HEALTH CORP   2015-07-14 2019-06-20
1000. CVS HEALTH CORP   2019-09-26 2019-12-11
1000. CVS HEALTH CORP   2019-09-26 2019-12-17
14000. CVS HEALTH CORP   2018-03-16 2019-08-23
2000. CVS HEALTH CORP   2018-09-19 2019-09-25
1000. CVS HEALTH CORP   2018-04-09 2019-09-25
13000. CVS HEALTH CORP   2018-03-16 2019-09-25
10. CABOT CORP   2017-06-23 2019-11-14
1. CABOT CORP   2017-09-12 2019-11-14
1. CABOT CORP   2018-01-03 2019-11-14
6. CABOT CORP   2018-02-23 2019-11-14
6. CABOT CORP   2018-02-23 2019-11-15
3. CABOT CORP   2019-01-03 2019-11-15
14. CARDINAL HEALTH INCORPORATED   2018-02-23 2019-09-30
14. CARNIVAL CORP   2015-08-05 2019-06-18
3. CARNIVAL CORP   2015-06-10 2019-06-18
11. CARNIVAL CORP   2015-06-11 2019-06-18
3. CARNIVAL CORP   2018-01-03 2019-08-13
8. CARNIVAL CORP   2019-01-03 2019-08-13
3. CARNIVAL CORP   2017-09-12 2019-08-13
4. CARNIVAL CORP   2017-01-04 2019-08-13
11. CARNIVAL CORP   2016-01-05 2019-08-13
3. CARNIVAL CORP   2015-09-14 2019-08-13
13. CARNIVAL CORP   2015-08-06 2019-08-13
28. CARNIVAL CORP   2015-08-05 2019-08-13
1. CHEVRON CORP   2016-01-05 2019-03-07
1. CHEVRON CORP   2015-09-14 2019-03-07
24. CHEVRON CORP   2016-04-13 2019-03-07
1. CHEVRON CORP   2015-01-05 2019-03-07
58. CHEVRON CORP   2016-03-18 2019-03-07
5. CHEVRON CORP   2014-01-03 2019-03-07
15. CHEVRON CORP   2016-05-19 2019-03-07
1. CHEVRON CORP   2014-01-27 2019-03-07
55. CISCO SYSTEMS INCORPORATED   2013-08-13 2019-03-20
8. CISCO SYSTEMS INCORPORATED   2013-08-13 2019-05-16
15. CISCO SYSTEMS INCORPORATED   2013-08-15 2019-05-16
13. CISCO SYSTEMS INCORPORATED   2013-08-15 2019-12-16
4. CITIGROUP INC   2013-05-31 2019-12-16
8. CITIGROUP INC   2013-07-02 2019-12-16
12. COMCAST CORP   2016-06-24 2019-12-16
39. CIE FINANCIERE RICHEMONT SA   2013-09-27 2019-12-16
12. CONAGRA BRANDS INC   2019-02-12 2019-12-16
8. CONOCOPHILLIPS   2017-06-23 2019-12-16
3. CONSTELLATION BRANDS INC   2019-03-15 2019-07-26
17. DOWDUPONT INC   2013-10-21 2019-12-16
2. DOWDUPONT INC   2015-01-05 2019-12-16
1. DOWDUPONT INC   2015-09-14 2019-12-16
2. DOWDUPONT INC   2014-01-03 2019-12-16
1. COSTCO WHSL CORP NEW   2019-08-21 2019-09-18
1. COSTCO WHSL CORP NEW   2019-08-21 2019-12-16
1. COSTAR GROUP INC   2016-06-24 2019-09-18
1. COSTAR GROUP INC   2016-06-24 2019-11-05
1. COSTAR GROUP INC   2016-06-24 2019-12-16
9. CROWN CASTLE INTERNATIONAL CORP   2018-02-23 2019-01-10
3. CROWN CASTLE INTERNATIONAL CORP   2018-02-23 2019-01-10
3. CROWN CASTLE INTERNATIONAL CORP   2018-02-23 2019-09-30
10. CROWN CASTLE INTERNATIONAL CORP   2018-02-23 2019-09-30
1. DBS GROUP HLDGS LTD SPONSORED ADR   2009-01-05 2019-12-16
2. DBS GROUP HLDGS LTD SPONSORED ADR   2009-08-21 2019-12-16
3. DBS GROUP HLDGS LTD SPONSORED ADR   2010-01-05 2019-12-16
35. DR HORTON INC   2016-03-21 2019-10-23
2. DR HORTON INC   2016-04-07 2019-12-16
3. DR HORTON INC   2016-03-21 2019-12-16
2. DR HORTON INC   2016-04-13 2019-12-16
68. DANONE-SPONS ADR   2019-07-29 2019-09-30
.97 DELL TECHNOLOGIES INC   2018-10-31 2019-01-04
27. DELL TECHNOLOGIES INC   2018-02-23 2019-01-04
9. DELL TECHNOLOGIES INC   2018-10-31 2019-01-10
10. DELL TECHNOLOGIES INC   2018-02-23 2019-01-10
9. DELTA AIR LINES INC   2016-02-16 2019-12-16
20. DEVON ENERGY CORP   2018-02-23 2019-02-20
7. DEVON ENERGY CORP   2019-01-03 2019-03-15
41. DEVON ENERGY CORP   2018-02-23 2019-03-15
4. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2018-06-11 2019-05-10
3. DIAGEO SPONSORED ADR (UK-USD) SEDOL #2133896   2018-06-12 2019-12-16
24. DISNEY (WALT) CO COM STK   2019-04-12 2019-07-31
9. DISNEY (WALT) CO COM STK   2019-04-12 2019-08-08
10. DISNEY (WALT) CO COM STK   2019-04-12 2019-08-22
3. DISNEY (WALT) CO COM STK   2019-04-17 2019-09-18
5. DISCOVERY COMMUNICATN   2019-01-03 2019-01-10
42. DISCOVERY COMMUNICATN   2018-07-05 2019-01-10
10. DISH NETWORK CORPORATION CLASS A   2018-08-20 2019-08-07
18. DISH NETWORK CORPORATION CLASS A   2018-08-22 2019-08-07
17. DISH NETWORK CORPORATION CLASS A   2018-08-21 2019-08-07
26. DISH NETWORK CORPORATION CLASS A   2018-08-23 2019-08-21
11. DISH NETWORK CORPORATION CLASS A   2018-10-05 2019-08-21
31.46 DISH NETWORK CORPORATION CLASS A   2018-10-05 2019-12-06
.54 DISH NETWORK CORPORATION CLASS A   2019-01-03 2019-12-06
10. DISH NETWORK CORPORATION CLASS A   2019-01-03 2019-12-06
2. DISH NETWORK CORP RIGHTS   2019-11-22 2019-12-02
. DISH NETWORK CORP RIGHTS   2019-12-03 2019-12-03
2. DOLBY LABORATORIES INC   2019-01-03 2019-01-10
4. DOLBY LABORATORIES INC   2017-06-27 2019-01-10
2. DOLBY LABORATORIES INC   2018-01-03 2019-01-10
6. DOLBY LABORATORIES INC   2017-09-12 2019-01-10
5. DOLBY LABORATORIES INC   2017-06-26 2019-01-10
3. DOLLAR GENERAL CORP   2018-02-23 2019-09-04
4. DOLLAR GENERAL CORP   2018-02-23 2019-09-30
4. DOLLAR GENERAL CORP   2018-02-23 2019-11-27
4. DOLLAR TREE INC   2019-01-10 2019-12-16
20. DUKE REALTY CORP   2018-02-23 2019-03-15
27. DUKE REALTY CORP   2018-02-23 2019-07-26
6. DUKE REALTY CORP   2019-01-03 2019-07-26
17. DUPONT DE NEMOURS INC   2013-10-21 2019-07-09
1. DUPONT DE NEMOURS INC   2015-09-14 2019-07-10
2. DUPONT DE NEMOURS INC   2015-01-05 2019-07-10
2. DUPONT DE NEMOURS INC   2016-01-05 2019-07-10
2. DUPONT DE NEMOURS INC   2014-01-03 2019-07-10
6. DUPONT DE NEMOURS INC   2016-12-09 2019-07-10
6. DUPONT DE NEMOURS INC   2017-01-09 2019-07-10
1. DUPONT DE NEMOURS INC   2017-01-04 2019-07-10
7. DUPONT DE NEMOURS INC   2017-02-15 2019-07-19
7. DUPONT DE NEMOURS INC   2017-01-09 2019-07-19
5. DUPONT DE NEMOURS INC   2017-02-15 2019-09-26
2. DUPONT DE NEMOURS INC   2017-09-12 2019-09-26
2. DUPONT DE NEMOURS INC   2018-01-03 2019-09-26
5. DUPONT DE NEMOURS INC   2019-01-03 2019-09-26
1. DUPONT DE NEMOURS INC   2019-03-06 2019-09-26
5. DUPONT DE NEMOURS INC   2019-03-06 2019-09-26
13. EASTMAN CHEMICAL CO   2017-06-23 2019-11-14
4. ELECTRONIC ARTS   2017-02-01 2019-02-06
6. ELECTRONIC ARTS   2017-02-02 2019-02-06
4. ELECTRONIC ARTS   2017-01-31 2019-02-06
2. ELECTRONIC ARTS   2017-01-31 2019-02-06
3. ELECTRONIC ARTS   2018-02-02 2019-02-06
2. ELECTRONIC ARTS   2017-02-24 2019-02-06
3. ELECTRONIC ARTS   2019-01-03 2019-02-06
8. ELECTRONIC ARTS   2018-05-10 2019-02-06
11. ELECTRONIC ARTS   2018-05-09 2019-02-06
3. ELECTRONIC ARTS   2018-02-06 2019-02-06
1. ELECTRONIC ARTS   2018-02-06 2019-02-06
1. ELECTRONIC ARTS   2018-01-03 2019-02-06
11. ELECTRONIC ARTS   2018-02-02 2019-02-06
5. ELECTRONIC ARTS   2017-10-20 2019-02-06
1. ELECTRONIC ARTS   2018-02-02 2019-04-17
2. ELECTRONIC ARTS   2017-03-02 2019-04-17
4. ELECTRONIC ARTS   2017-03-02 2019-04-17
4. ELECTRONIC ARTS   2017-03-03 2019-04-17
6. ELECTRONIC ARTS   2017-03-04 2019-04-17
5. ELECTRONIC ARTS   2017-11-19 2019-04-17
3. ELECTRONIC ARTS   2018-03-04 2019-04-17
10. ELECTRONIC ARTS   2019-03-26 2019-04-17
11. ELECTRONIC ARTS   2018-03-04 2019-04-17
1. ELECTRONIC ARTS   2018-03-08 2019-04-17
15. ELECTRONIC ARTS   2019-03-11 2019-04-17
3. ENERGIZER HOLDINGS INC   2019-01-03 2019-03-15
15. ENERGIZER HOLDINGS INC   2018-02-23 2019-03-15
3. ENERGIZER HOLDINGS INC   2017-09-12 2019-03-15
2. ENERGIZER HOLDINGS INC   2017-07-14 2019-03-15
7. ENERGIZER HOLDINGS INC   2017-06-23 2019-03-15
1. ENERGIZER HOLDINGS INC   2019-01-03 2019-03-18
7. ENTERGY CORP   2017-06-23 2019-09-30
1. EQUINIX INC   2019-08-07 2019-09-18
1. EQUINIX INC   2019-08-08 2019-12-16
66. ERICSSON (LM) TELEPHONE CO ADR (NEW)   2018-08-07 2019-09-30
71. ERICSSON (LM) TELEPHONE CO ADR (NEW)   2018-08-08 2019-09-30
16. ERICSSON (LM) TELEPHONE CO ADR (NEW)   2019-01-03 2019-09-30
12. EVERGY INC   2018-11-28 2019-04-26
5. EXACT SCIENCES CORP COM   2019-03-12 2019-09-18
5. EXACT SCIENCES CORP COM   2019-03-12 2019-12-16
2. EXPEDIA GROUP INC   2017-09-06 2019-05-10
10. EXPEDIA GROUP INC   2017-09-26 2019-05-10
2. EXPEDIA GROUP INC   2017-09-26 2019-05-13
9. EXPEDIA GROUP INC   2018-02-14 2019-05-17
1. EXPEDIA GROUP INC   2017-09-26 2019-05-17
8. EXPEDIA GROUP INC   2018-02-14 2019-05-17
1. EXPEDIA GROUP INC   2018-02-14 2019-05-21
4. EXPEDIA GROUP INC   2018-09-06 2019-05-21
5. EXPEDIA GROUP INC   2018-09-07 2019-05-21
4. EXPEDIA GROUP INC   2019-01-03 2019-05-21
9. FACEBOOK INC   2019-02-01 2019-09-18
8. FACEBOOK INC   2019-02-01 2019-12-16
196.3 FHLMC G0 8737 03%2046   2019-01-15 2019-01-15
226.42 FHLMC G0 8737 03%2046   2019-02-15 2019-02-15
191.8 FHLMC G0 8737 03%2046   2019-03-15 2019-03-15
267.88 FHLMC G0 8737 03%2046   2019-04-15 2019-04-15
298.47 FHLMC G0 8737 03%2046   2019-05-15 2019-05-15
346.46 FHLMC G0 8737 03%2046   2019-06-17 2019-06-17
354.74 FHLMC G0 8737 03%2046   2019-07-15 2019-07-15
394.27 FHLMC G0 8737 03%2046   2019-08-15 2019-08-15
403.23 FHLMC G0 8737 03%2046   2019-09-16 2019-09-16
417.91 FHLMC G0 8737 03%2046   2019-10-15 2019-10-15
419.3 FHLMC G0 8737 03%2046   2019-11-15 2019-11-15
370.45 FHLMC G0 8737 03%2046   2019-12-16 2019-12-16
16.4 FHLMC G0 8741 03%2047   2019-01-15 2019-01-15
15.27 FHLMC G0 8741 03%2047   2019-02-15 2019-02-15
16.75 FHLMC G0 8741 03%2047   2019-03-15 2019-03-15
21.21 FHLMC G0 8741 03%2047   2019-04-15 2019-04-15
22.37 FHLMC G0 8741 03%2047   2019-05-15 2019-05-15
27.64 FHLMC G0 8741 03%2047   2019-06-17 2019-06-17
27.45 FHLMC G0 8741 03%2047   2019-07-15 2019-07-15
30.37 FHLMC G0 8741 03%2047   2019-08-15 2019-08-15
29.47 FHLMC G0 8741 03%2047   2019-09-16 2019-09-16
32.33 FHLMC G0 8741 03%2047   2019-10-15 2019-10-15
32.5 FHLMC G0 8741 03%2047   2019-11-15 2019-11-15
3000. FHLMC G0 8741 03%2047   2018-01-09 2019-12-16
27.42 FHLMC G0 8741 03%2047   2019-12-16 2019-12-16
2.51 FNMA PAH0257 04%2040   2019-01-25 2019-01-25
1.99 FNMA PAH0257 04%2040   2019-02-25 2019-02-25
2.53 FNMA PAH0257 04%2040   2019-03-25 2019-03-25
19.62 FNMA PAH0257 04%2040   2019-04-25 2019-04-25
2.51 FNMA PAH0257 04%2040   2019-05-28 2019-05-28
7.09 FNMA PAH0257 04%2040   2019-06-25 2019-06-25
18.29 FNMA PAH0257 04%2040   2019-07-25 2019-07-25
2.62 FNMA PAH0257 04%2040   2019-08-26 2019-08-26
2.63 FNMA PAH0257 04%2040   2019-09-25 2019-09-25
43.73 FNMA PAH0257 04%2040   2019-10-25 2019-10-25
2.22 FNMA PAH0257 04%2040   2019-11-25 2019-11-25
3000. FNMA PAH0257 04%2040   2011-01-04 2019-12-16
5.72 FNMA PAH0257 04%2040   2019-12-26 2019-12-26
22.14 FNMA PAJ6167 04%2041   2019-01-25 2019-01-25
24.18 FNMA PAJ6167 04%2041   2019-02-25 2019-02-25
2.38 FNMA PAJ6167 04%2041   2019-03-25 2019-03-25
21.3 FNMA PAJ6167 04%2041   2019-04-25 2019-04-25
2.42 FNMA PAJ6167 04%2041   2019-05-28 2019-05-28
2.4 FNMA PAJ6167 04%2041   2019-06-25 2019-06-25
15.7 FNMA PAJ6167 04%2041   2019-07-25 2019-07-25
2.25 FNMA PAJ6167 04%2041   2019-08-26 2019-08-26
2.35 FNMA PAJ6167 04%2041   2019-09-25 2019-09-25
2.45 FNMA PAJ6167 04%2041   2019-10-25 2019-10-25
2.26 FNMA PAJ6167 04%2041   2019-11-25 2019-11-25
2.82 FNMA PAJ6167 04%2041   2019-12-26 2019-12-26
8.68 FNMA PAS3907 04%2044   2019-01-25 2019-01-25
6.82 FNMA PAS3907 04%2044   2019-02-25 2019-02-25
9.39 FNMA PAS3907 04%2044   2019-03-25 2019-03-25
10.06 FNMA PAS3907 04%2044   2019-04-25 2019-04-25
11.07 FNMA PAS3907 04%2044   2019-05-28 2019-05-28
9.01 FNMA PAS3907 04%2044   2019-06-25 2019-06-25
10.46 FNMA PAS3907 04%2044   2019-07-25 2019-07-25
13.26 FNMA PAS3907 04%2044   2019-08-26 2019-08-26
10.83 FNMA PAS3907 04%2044   2019-09-25 2019-09-25
15.33 FNMA PAS3907 04%2044   2019-10-25 2019-10-25
19.43 FNMA PAS3907 04%2044   2019-11-25 2019-11-25
15.16 FNMA PAS3907 04%2044   2019-12-26 2019-12-26
37.21 FNMA PAY0201 04%2045   2019-01-25 2019-01-25
1.75 FNMA PAY0201 04%2045   2019-02-25 2019-02-25
1.85 FNMA PAY0201 04%2045   2019-03-25 2019-03-25
1.76 FNMA PAY0201 04%2045   2019-04-25 2019-04-25
48.21 FNMA PAY0201 04%2045   2019-05-28 2019-05-28
1.7 FNMA PAY0201 04%2045   2019-06-25 2019-06-25
23.56 FNMA PAY0201 04%2045   2019-07-25 2019-07-25
1.67 FNMA PAY0201 04%2045   2019-08-26 2019-08-26
1.67 FNMA PAY0201 04%2045   2019-09-25 2019-09-25
1.68 FNMA PAY0201 04%2045   2019-10-25 2019-10-25
34.57 FNMA PAY0201 04%2045   2019-11-25 2019-11-25
1.67 FNMA PAY0201 04%2045   2019-12-26 2019-12-26
19.22 FNMA PMA0639 04%2041   2019-01-25 2019-01-25
17. FNMA PMA0639 04%2041   2019-02-25 2019-02-25
14.39 FNMA PMA0639 04%2041   2019-03-25 2019-03-25
35.36 FNMA PMA0639 04%2041   2019-04-25 2019-04-25
19.37 FNMA PMA0639 04%2041   2019-05-28 2019-05-28
36.52 FNMA PMA0639 04%2041   2019-06-25 2019-06-25
23.68 FNMA PMA0639 04%2041   2019-07-25 2019-07-25
24.21 FNMA PMA0639 04%2041   2019-08-26 2019-08-26
44.77 FNMA PMA0639 04%2041   2019-09-25 2019-09-25
57.24 FNMA PMA0639 04%2041   2019-10-25 2019-10-25
56.02 FNMA PMA0639 04%2041   2019-11-25 2019-11-25
44.55 FNMA PMA0639 04%2041   2019-12-26 2019-12-26
12.14 FNMA PMA3275 03%2048   2019-01-25 2019-01-25
8.87 FNMA PMA3275 03%2048   2019-02-25 2019-02-25
8.41 FNMA PMA3275 03%2048   2019-03-25 2019-03-25
12.77 FNMA PMA3275 03%2048   2019-04-25 2019-04-25
15.96 FNMA PMA3275 03%2048   2019-05-28 2019-05-28
16.46 FNMA PMA3275 03%2048   2019-06-25 2019-06-25
15.23 FNMA PMA3275 03%2048   2019-07-25 2019-07-25
21.63 FNMA PMA3275 03%2048   2019-08-26 2019-08-26
23.37 FNMA PMA3275 03%2048   2019-09-25 2019-09-25
25.34 FNMA PMA3275 03%2048   2019-10-25 2019-10-25
20.68 FNMA PMA3275 03%2048   2019-11-25 2019-11-25
2000. FNMA PMA3275 03%2048   2018-09-26 2019-12-16
19.42 FNMA PMA3275 03%2048   2019-12-26 2019-12-26
11.2 FNMA PMA3333 04%2048   2019-01-25 2019-01-25
13.44 FNMA PMA3333 04%2048   2019-02-25 2019-02-25
18.37 FNMA PMA3333 04%2048   2019-03-25 2019-03-25
20.57 FNMA PMA3333 04%2048   2019-04-25 2019-04-25
27.9 FNMA PMA3333 04%2048   2019-05-28 2019-05-28
27.07 FNMA PMA3333 04%2048   2019-06-25 2019-06-25
28.29 FNMA PMA3333 04%2048   2019-07-25 2019-07-25
39.06 FNMA PMA3333 04%2048   2019-08-26 2019-08-26
47.92 FNMA PMA3333 04%2048   2019-09-25 2019-09-25
60.92 FNMA PMA3333 04%2048   2019-10-25 2019-10-25
58.69 FNMA PMA3333 04%2048   2019-11-25 2019-11-25
46.07 FNMA PMA3333 04%2048   2019-12-26 2019-12-26
4.95 FNMA PMA3443 04%2048   2019-01-25 2019-01-25
7.74 FNMA PMA3443 04%2048   2019-02-25 2019-02-25
10.01 FNMA PMA3443 04%2048   2019-03-25 2019-03-25
10.03 FNMA PMA3443 04%2048   2019-04-25 2019-04-25
18.4 FNMA PMA3443 04%2048   2019-05-28 2019-05-28
19.98 FNMA PMA3443 04%2048   2019-06-25 2019-06-25
19.32 FNMA PMA3443 04%2048   2019-07-25 2019-07-25
33.61 FNMA PMA3443 04%2048   2019-08-26 2019-08-26
36.76 FNMA PMA3443 04%2048   2019-09-25 2019-09-25
43.27 FNMA PMA3443 04%2048   2019-10-25 2019-10-25
44.85 FNMA PMA3443 04%2048   2019-11-25 2019-11-25
30.07 FNMA PMA3443 04%2048   2019-12-26 2019-12-26
69. FERGUSON NEWCO PLC   2018-01-17 2019-12-02
11. FIDELITY NATL INFORMATION SVCS INC COM   2016-06-24 2019-02-12
27. FIDELITY NATL INFORMATION SVCS INC COM   2016-06-24 2019-02-20
1. FIDELITY NATL INFORMATION SVCS INC COM   2016-09-12 2019-02-20
3. FIDELITY NATL INFORMATION SVCS INC COM   2017-01-04 2019-02-20
2. FIDELITY NATL INFORMATION SVCS INC COM   2018-01-03 2019-02-20
3. FIDELITY NATL INFORMATION SVCS INC COM   2018-02-23 2019-02-20
12. FIDELITY NATL INFORMATION SVCS INC COM   2018-02-23 2019-02-21
9. FIDELITY NATL INFORMATION SVCS INC COM   2019-01-03 2019-04-26
15. FIDELITY NATL INFORMATION SVCS INC COM   2018-02-23 2019-04-26
5. FIDELITY NATL INFORMATION SVCS INC COM   2018-07-05 2019-04-26
9. FIDELITY NATL INFORMATION SVCS INC COM   2018-10-31 2019-04-26
5. FISERV INC COM   2016-11-28 2019-01-31
13. FISERV INC COM   2016-11-28 2019-02-01
3. FISERV INC COM   2016-12-02 2019-02-04
3. FISERV INC COM   2016-11-28 2019-02-04
9. FISERV INC COM   2016-12-02 2019-02-05
4. FISERV INC COM   2016-12-05 2019-08-01
4. FISERV INC COM   2017-01-04 2019-08-01
10. FISERV INC COM   2017-01-27 2019-08-01
14. FISERV INC COM   2017-09-07 2019-08-01
8. FISERV INC COM   2017-12-07 2019-08-01
4. FISERV INC COM   2018-01-03 2019-08-01
1. FISERV INC COM   2018-11-01 2019-08-01
2. FISERV INC COM   2016-12-02 2019-08-01
7. FISERV INC COM   2018-11-01 2019-09-18
2. FISERV INC COM   2018-11-01 2019-12-16
2. FISERV INC COM   2018-12-20 2019-12-16
8. FIRSTENERGY CORP   2016-05-19 2019-09-18
3. FIRSTENERGY CORP   2016-06-08 2019-10-24
19. FIRSTENERGY CORP   2016-05-19 2019-10-24
30. FIRSTENERGY CORP   2016-08-23 2019-10-24
59. FIRSTENERGY CORP   2016-09-08 2019-10-24
2. FIRSTENERGY CORP   2016-09-12 2019-10-24
8. FIRSTENERGY CORP   2017-02-15 2019-10-24
6. FIRSTENERGY CORP   2017-02-15 2019-12-16
3. FIVE BELOW INC   2019-05-22 2019-09-18
13. FORD MOTOR CO   2019-01-03 2019-04-26
109. FORD MOTOR CO   2018-11-28 2019-04-26
6. FORTIVE CORP   2018-01-11 2019-03-08
9. FORTIVE CORP   2018-01-10 2019-03-08
5. FORTIVE CORP   2018-01-11 2019-09-18
6. FORTIVE CORP   2018-01-11 2019-12-16
24. FREEPORT-MCMORAN INC   2018-08-23 2019-12-16
4. FRESENIUS MEDICAL CARE-ADR   2011-02-25 2019-11-25
8. FRESENIUS MEDICAL CARE-ADR   2011-07-05 2019-11-26
2. FRESENIUS MEDICAL CARE-ADR   2011-07-06 2019-11-26
1. FRESENIUS MEDICAL CARE-ADR   2011-09-02 2019-11-26
1. FRESENIUS MEDICAL CARE-ADR   2011-09-02 2019-11-27
4. FRESENIUS MEDICAL CARE-ADR   2012-01-04 2019-11-27
1. FRESENIUS MEDICAL CARE-ADR   2018-01-03 2019-12-02
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4. FRESENIUS MEDICAL CARE-ADR   2018-09-18 2019-12-02
2. FRESENIUS MEDICAL CARE-ADR   2017-01-04 2019-12-02
3. FRESENIUS MEDICAL CARE-ADR   2016-01-05 2019-12-02
2. FRESENIUS MEDICAL CARE-ADR   2015-09-14 2019-12-02
4. FRESENIUS MEDICAL CARE-ADR   2015-01-05 2019-12-02
1. FRESENIUS MEDICAL CARE-ADR   2014-09-08 2019-12-02
1. FRESENIUS MEDICAL CARE-ADR   2013-09-05 2019-12-02
2. FRESENIUS MEDICAL CARE-ADR   2013-01-03 2019-12-02
2. FRESENIUS MEDICAL CARE-ADR   2018-09-18 2019-12-03
2. FRESENIUS MEDICAL CARE-ADR   2019-01-03 2019-12-03
4. ARTHUR J GALLAGHER & CO   2018-05-17 2019-12-16
13. GENERAL MOTORS CO   2019-04-26 2019-12-16
4. GILEAD SCIENCES INC   2016-08-03 2019-06-27
1. GILEAD SCIENCES INC   2016-08-02 2019-06-27
31. GILEAD SCIENCES INC   2016-07-13 2019-06-27
8. GILEAD SCIENCES INC   2016-09-08 2019-06-27
16. GILEAD SCIENCES INC   2016-09-08 2019-07-16
1. GILEAD SCIENCES INC   2016-09-12 2019-07-16
2. GILEAD SCIENCES INC   2017-02-16 2019-07-16
20. GILEAD SCIENCES INC   2017-02-16 2019-07-19
19. GILEAD SCIENCES INC   2017-02-16 2019-08-08
2. GILEAD SCIENCES INC   2017-09-12 2019-08-08
10. GILEAD SCIENCES INC   2019-01-03 2019-08-08
12. GLAXO PLC   2018-04-23 2019-12-16
141. GLENCORE PLC   2018-03-14 2019-02-26
9. GLENCORE PLC   2019-01-03 2019-02-26
21. GLENCORE PLC   2018-09-18 2019-02-26
8. GODADDY INC SHS CL A   2018-03-01 2019-09-18
8. GODADDY INC SHS CL A   2018-03-01 2019-12-16
2000. GOLDMAN SACHS GROUP INC   2018-09-19 2019-01-29
1000. GOLDMAN SACHS GROUP INC   2014-12-25 2019-01-29
1000. GOLDMAN SACHS GROUP INC   2018-01-03 2019-01-29
2000. GOLDMAN SACHS GROUP INC   2017-09-18 2019-01-29
1000. GOLDMAN SACHS GROUP INC   2017-01-04 2019-01-29
2000. GOLDMAN SACHS GROUP INC   2015-01-05 2019-01-29
1000. GOLDMAN SACHS GROUP INC   2015-01-09 2019-01-29
1000. GOLDMAN SACHS GROUP INC   2015-01-14 2019-01-29
17000. GOLDMAN SACHS GROUP INC   2014-12-17 2019-01-29
5. HDFC BANK LTD ADR   2017-07-14 2019-12-16
1. HSBC HLDGS PLC SPON ADR NEW   2019-01-03 2019-08-14
4. HSBC HLDGS PLC SPON ADR NEW   2017-01-04 2019-08-14
12. HSBC HLDGS PLC SPON ADR NEW   2011-02-24 2019-08-14
11. HSBC HLDGS PLC SPON ADR NEW   2018-09-18 2019-08-14
10. HSBC HLDGS PLC SPON ADR NEW   2015-01-05 2019-08-14
11. HSBC HLDGS PLC SPON ADR NEW   2010-01-05 2019-08-14
4. HSBC HLDGS PLC SPON ADR NEW   2010-01-26 2019-08-14
3. HSBC HLDGS PLC SPON ADR NEW   2010-01-29 2019-08-14
6. HSBC HLDGS PLC SPON ADR NEW   2016-01-05 2019-08-14
3. HSBC HLDGS PLC SPON ADR NEW   2010-09-02 2019-08-14
4. HSBC HLDGS PLC SPON ADR NEW   2011-09-02 2019-08-14
9. HSBC HLDGS PLC SPON ADR NEW   2012-01-04 2019-08-14
1. HSBC HLDGS PLC SPON ADR NEW   2012-09-05 2019-08-14
3. HSBC HLDGS PLC SPON ADR NEW   2013-01-03 2019-08-14
2. HSBC HLDGS PLC SPON ADR NEW   2013-09-05 2019-08-14
4. HSBC HLDGS PLC SPON ADR NEW   2013-10-22 2019-08-14
6. HSBC HLDGS PLC SPON ADR NEW   2014-01-03 2019-08-14
1. HSBC HLDGS PLC SPON ADR NEW   2014-09-08 2019-08-14
1. HSBC HLDGS PLC SPON ADR NEW   2015-09-14 2019-08-14
4. HALLIBURTON CO   2019-01-03 2019-03-15
29. HALLIBURTON CO   2018-05-17 2019-03-15
14. HARTFORD FINL SVCS GROUP INC COM   2017-07-03 2019-01-10
1. HARTFORD FINL SVCS GROUP INC COM   2017-07-03 2019-01-10
18. HESS CORP   2017-06-23 2019-03-15
16. HESS CORP   2017-06-23 2019-04-26
5. HESS CORP   2017-09-12 2019-06-17
7. HESS CORP   2017-06-23 2019-06-17
15. HESS CORP   2018-02-23 2019-06-17
8. HESS CORP   2019-01-03 2019-06-17
2. HESS CORP   2018-01-03 2019-06-17
1. HONDA MOTOR ADR NEW   2013-01-03 2019-12-02
1. HONDA MOTOR ADR NEW   2014-09-08 2019-12-02
3. HONDA MOTOR ADR NEW   2014-01-03 2019-12-02
1. HONDA MOTOR ADR NEW   2013-09-05 2019-12-02
6. HONDA MOTOR ADR NEW   2012-01-04 2019-12-02
4. HONDA MOTOR ADR NEW   2009-01-05 2019-12-02
4. HONDA MOTOR ADR NEW   2010-09-02 2019-12-02
13. HONDA MOTOR ADR NEW   2014-12-18 2019-12-02
7. HONDA MOTOR ADR NEW   2011-09-02 2019-12-02
8. HONDA MOTOR ADR NEW   2015-01-05 2019-12-03
4. HONDA MOTOR ADR NEW   2016-01-05 2019-12-03
5. HONDA MOTOR ADR NEW   2014-12-18 2019-12-03
4. HONEYWELL INTERNATIONAL INC   2016-06-24 2019-08-01
2. HONEYWELL INTERNATIONAL INC   2016-06-24 2019-08-02
6. HONEYWELL INTERNATIONAL INC   2016-06-24 2019-08-22
2. HONEYWELL INTERNATIONAL INC   2016-07-22 2019-08-23
6. HONEYWELL INTERNATIONAL INC   2016-06-24 2019-08-23
1. HONEYWELL INTERNATIONAL INC   2016-09-12 2019-08-26
4. HONEYWELL INTERNATIONAL INC   2016-08-30 2019-08-26
3. HONEYWELL INTERNATIONAL INC   2016-07-22 2019-08-26
4. HONEYWELL INTERNATIONAL INC   2016-08-31 2019-08-26
4. HONEYWELL INTERNATIONAL INC   2017-01-04 2019-08-27
2. HONEYWELL INTERNATIONAL INC   2018-01-03 2019-08-27
8. HONEYWELL INTERNATIONAL INC   2019-04-17 2019-08-27
2. HUMANA INC   2015-09-09 2019-01-10
6. HUMANA INC   2015-09-09 2019-02-05
1. HUMANA INC   2015-09-14 2019-02-05
6. HUMANA INC   2016-08-23 2019-02-05
2. HUMANA INC   2016-08-23 2019-12-16
5. IAA INC REG SHS WHEN   2019-01-03 2019-09-30
27. IAA INC REG SHS WHEN   2018-05-17 2019-09-30
5. ILLUMINA INC   2017-04-27 2019-07-31
1. ILLUMINA INC   2017-04-28 2019-09-04
4. ILLUMINA INC   2017-04-27 2019-09-04
11. ILLUMINA INC   2017-04-28 2019-09-05
2. ILLUMINA INC   2019-06-14 2019-09-05
1. ILLUMINA INC   2018-01-03 2019-09-05
2. ILLUMINA INC   2019-01-03 2019-09-05
2. ILLUMINA INC   2019-02-12 2019-09-05
2. ILLUMINA INC   2019-06-10 2019-09-05
27. INDUSTRIA DE DISENO TEXTIL SA   2018-03-14 2019-12-16
8. INGREDION INC   2018-02-26 2019-01-10
7. INGREDION INC   2018-02-23 2019-01-10
5. INGREDION INC   2018-08-07 2019-01-10
2. INGREDION INC   2019-01-03 2019-01-10
1. INTERCONTINENTAL EXCHANGE INC   2016-12-08 2019-02-05
8. INTERCONTINENTAL EXCHANGE INC   2016-12-16 2019-02-05
10. INTERCONTINENTAL EXCHANGE INC   2016-12-09 2019-02-05
4. INTERCONTINENTAL EXCHANGE INC   2016-12-12 2019-02-05
6. INTERCONTINENTAL EXCHANGE INC   2016-12-13 2019-02-05
1. INTERCONTINENTAL EXCHANGE INC   2017-01-04 2019-02-05
3. INTERCONTINENTAL EXCHANGE INC   2018-01-03 2019-04-12
13. INTERCONTINENTAL EXCHANGE INC   2018-05-09 2019-04-12
21. INTERCONTINENTAL EXCHANGE INC   2017-12-19 2019-04-12
2. INTERCONTINENTAL EXCHANGE INC   2017-01-04 2019-04-12
11. INTERCONTINENTAL EXCHANGE INC   2018-06-13 2019-04-12
9. INTERCONTINENTAL EXCHANGE INC   2018-10-23 2019-04-12
8. INTERCONTINENTAL EXCHANGE INC   2019-01-03 2019-04-12
4. INTERCONTINENTAL EXCHANGE INC   2017-06-08 2019-04-12
5. INTERCONTINENTAL EXCHANGE INC   2017-06-07 2019-04-12
1. INTUIT INC   2016-11-21 2019-04-04
4. INTUIT INC   2016-11-18 2019-04-04
3. INTUIT INC   2016-11-23 2019-04-04
4. INTUIT INC   2016-11-23 2019-09-18
3. INTUIT INC   2016-11-23 2019-12-16
1. INTUITIVE SURGICAL INC   2018-11-09 2019-09-18
2. INTUITIVE SURGICAL INC   2018-11-09 2019-11-04
2. INTUITIVE SURGICAL INC   2018-11-19 2019-12-11
7. INTUITIVE SURGICAL INC   2018-11-09 2019-12-11
1. INTUITIVE SURGICAL INC   2019-01-03 2019-12-12
1. INTUITIVE SURGICAL INC   2018-11-20 2019-12-12
33. ITAU UNIBANCO HOLDING SA   2018-01-19 2019-12-16
7. J P MORGAN CHASE & CO COM   2013-01-03 2019-03-18
15. J P MORGAN CHASE & CO COM   2014-01-03 2019-03-18
14. J P MORGAN CHASE & CO COM   2014-12-29 2019-03-18
16. J P MORGAN CHASE & CO COM   2014-12-31 2019-03-18
12. J P MORGAN CHASE & CO COM   2014-12-31 2019-07-31
21. J P MORGAN CHASE & CO COM   2015-01-05 2019-07-31
14. J P MORGAN CHASE & CO COM   2014-12-31 2019-07-31
8. J P MORGAN CHASE & CO COM   2016-01-05 2019-12-16
1. J P MORGAN CHASE & CO COM   2015-01-05 2019-12-16
3. J P MORGAN CHASE & CO COM   2015-09-14 2019-12-16
3. JOHNSON & JOHNSON   2016-11-22 2019-12-16
12. KAR AUCTION SERVICES INC   2018-05-17 2019-04-26
27. KAR AUCTION SERVICES INC   2018-05-17 2019-12-16
5. KAR AUCTION SERVICES INC   2019-01-03 2019-12-16
25. KKR & CO INC   2019-01-10 2019-12-16
33. KAO CORP SHS ADR   2019-01-24 2019-06-26
25. KEYCORP NEW COM   2017-06-23 2019-12-16
23. KOHL S CORP   2019-09-30 2019-12-16
13. KONINKLIJKE PHILIPS ELECTRS N V   2017-07-28 2019-05-20
9. KONINKLIJKE PHILIPS ELECTRS N V   2017-07-31 2019-05-20
28. KONINKLIJKE PHILIPS ELECTRS N V   2017-07-31 2019-08-16
25. KONINKLIJKE PHILIPS ELECTRS N V   2017-08-01 2019-10-02
6. KONINKLIJKE PHILIPS ELECTRS N V   2017-07-31 2019-10-02
3. KONINKLIJKE PHILIPS ELECTRS N V   2018-01-03 2019-10-03
1. KONINKLIJKE PHILIPS ELECTRS N V   2017-08-21 2019-10-03
17. KONINKLIJKE PHILIPS ELECTRS N V   2018-01-10 2019-10-03
2. KONINKLIJKE PHILIPS ELECTRS N V   2017-09-12 2019-10-03
1. KONINKLIJKE PHILIPS ELECTRS N V   2018-01-11 2019-10-03
9. KONINKLIJKE PHILIPS ELECTRS N V   2018-01-11 2019-12-16
1. KONTOOR BRANDS INC   2019-05-22 2019-05-29
5. KONTOOR BRANDS INC   2019-04-18 2019-05-29
4. KONTOOR BRANDS INC   2019-04-16 2019-05-29
.86 KONTOOR BRANDS INC   2019-05-22 2019-05-31
116. KROGER CO   2018-03-08 2019-06-26
10. KROGER CO   2019-01-03 2019-06-26
10. L OREAL CO ADR   2019-02-01 2019-06-25
2. LUMH MOET HENNESSY LOUIS VUITTON   2014-09-08 2019-05-10
7. LUMH MOET HENNESSY LOUIS VUITTON   2014-01-21 2019-05-10
1. LUMH MOET HENNESSY LOUIS VUITTON   2014-09-08 2019-12-16
4. LUMH MOET HENNESSY LOUIS VUITTON   2015-01-05 2019-12-16
5. LABORATORY CORP AMER HLDGS COM NEW   2015-01-28 2019-11-14
5. LABORATORY CORP AMER HLDGS COM NEW   2015-01-27 2019-11-14
2. LABORATORY CORP AMER HLDGS COM NEW   2015-01-28 2019-12-16
10. LAFARGEHOLCIM LTD   2017-01-04 2019-03-08
6. LAFARGEHOLCIM LTD   2016-09-12 2019-03-08
7. LAFARGEHOLCIM LTD   2016-03-24 2019-03-08
8. LAFARGEHOLCIM LTD   2019-01-03 2019-03-08
30. LAFARGEHOLCIM LTD   2018-09-18 2019-03-08
11. LAFARGEHOLCIM LTD   2018-01-03 2019-03-08
72. LAFARGEHOLCIM LTD   2017-09-18 2019-03-08
7. LAMAR ADVERTISING CO   2017-06-23 2019-01-10
10. LAMAR ADVERTISING CO   2017-06-23 2019-01-10
1. LAMAR ADVERTISING CO   2017-06-26 2019-01-10
14. LAMAR ADVERTISING CO   2017-06-26 2019-03-15
13. LEAR CORP   2017-06-23 2019-08-12
1. LEAR CORP   2019-01-03 2019-08-13
3. LEAR CORP   2017-06-23 2019-08-13
4. LEAR CORP   2017-09-12 2019-08-13
2. LEAR CORP   2018-01-03 2019-08-13
5. ELI LILLY & CO   2018-12-20 2019-04-17
15. ELI LILLY & CO   2018-12-21 2019-04-17
6. ELI LILLY & CO   2018-12-20 2019-04-17
4. ELI LILLY & CO   2019-03-15 2019-04-17
6. ELI LILLY & CO   2019-03-19 2019-04-17
4. ELI LILLY & CO   2019-01-03 2019-04-17
11. ELI LILLY & CO   2018-12-21 2019-04-17
4. LOWES COMPANIES INC COM   2015-01-05 2019-09-18
4. LOWES COMPANIES INC COM   2014-01-03 2019-09-18
9. LOWES COMPANIES INC COM   2015-01-05 2019-12-16
1. LOWES COMPANIES INC COM   2016-01-05 2019-12-16
2. LOWES COMPANIES INC COM   2015-09-14 2019-12-16
3. MARATHON OIL CORP   2016-12-30 2019-01-30
25. MARATHON OIL CORP   2016-12-09 2019-01-30
75. MARATHON OIL CORP   2016-12-09 2019-01-30
1. MARATHON OIL CORP   2017-01-04 2019-01-30
4. MARATHON OIL CORP   2017-09-12 2019-01-30
13. MARATHON OIL CORP   2018-02-23 2019-01-30
23. MARATHON PETROLEUM CORP   2018-02-23 2019-09-30
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16. MARSH & MCLENNAN COS INC   2018-02-23 2019-02-12
5. MARSH & MCLENNAN COS INC   2018-02-26 2019-02-12
9. MARSH & MCLENNAN COS INC   2018-02-26 2019-06-17
7. MARSH & MCLENNAN COS INC   2018-02-26 2019-09-30
5. MARSH & MCLENNAN COS INC   2019-01-03 2019-09-30
32. MASCO CORP   2018-10-31 2019-04-26
1. MASCO CORP   2018-10-31 2019-06-17
51. MASCO CORP   2018-11-26 2019-06-17
1. MASCO CORP   2018-10-31 2019-06-17
35. MASCO CORP   2018-11-26 2019-06-19
6. MASTERCARD INC   2016-06-24 2019-09-18
3. MASTERCARD INC   2016-06-24 2019-12-16
10. MATTEL INC   2019-01-03 2019-10-30
3. MATTEL INC   2017-08-25 2019-10-30
9. MATTEL INC   2017-09-12 2019-10-30
62. MATTEL INC   2017-08-04 2019-10-30
2. MCKESSON CORP   2018-02-23 2019-09-30
3. MCKESSON CORP   2017-06-23 2019-09-30
1. MCKESSON CORP   2017-06-26 2019-09-30
2. MERCADOLIBRE INC   2019-03-13 2019-05-29
1. MERCADOLIBRE INC   2019-03-13 2019-09-18
8. MERCADOLIBRE INC   2019-03-13 2019-11-05
1. MERCADOLIBRE INC   2019-08-09 2019-11-05
6. METLIFE INC   2018-07-13 2019-12-16
23. MICROSOFT CORPORATION   2016-07-13 2019-07-31
3. MICROSOFT CORPORATION   2016-09-12 2019-09-18
14. MICROSOFT CORPORATION   2016-07-18 2019-09-18
3. MICROSOFT CORPORATION   2016-07-13 2019-09-18
2. MICROSOFT CORPORATION   2016-09-12 2019-11-05
2. MICROSOFT CORPORATION   2017-01-04 2019-11-05
12. MICROSOFT CORPORATION   2017-01-04 2019-12-16
4. MICROCHIP TECHNOLOGY INC COM   2019-04-16 2019-05-20
4. MICROCHIP TECHNOLOGY INC COM   2019-04-15 2019-05-20
4. MICROCHIP TECHNOLOGY INC COM   2019-04-15 2019-05-21
4. MICROCHIP TECHNOLOGY INC COM   2019-04-16 2019-05-21
5. MICROCHIP TECHNOLOGY INC COM   2019-04-16 2019-09-18
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4. MICROCHIP TECHNOLOGY INC COM   2019-04-16 2019-12-16
7. MOHAWK INDS INC   2019-06-17 2019-11-14
15. MOLSON COORS BREWING CO CL B   2018-09-19 2019-06-10
28. MOLSON COORS BREWING CO CL B   2018-09-19 2019-06-11
14. MOLSON COORS BREWING CO CL B   2018-09-20 2019-07-26
7. MOLSON COORS BREWING CO CL B   2018-09-19 2019-07-26
14. MOLSON COORS BREWING CO CL B   2018-09-26 2019-08-16
7. MOLSON COORS BREWING CO CL B   2018-09-25 2019-08-16
13. MOLSON COORS BREWING CO CL B   2018-09-20 2019-08-16
6. MOLSON COORS BREWING CO CL B   2018-10-04 2019-08-16
7. MOLSON COORS BREWING CO CL B   2018-10-04 2019-12-16
8. MOODY S CORP   2016-06-24 2019-03-20
7. MOODY S CORP   2016-06-24 2019-04-02
3. MOODY S CORP   2016-06-24 2019-09-18
2. MOODY S CORP   2016-06-24 2019-12-16
36. MORGAN STANLEY   2017-07-03 2019-06-17
1000. MORGAN STANLEY   2016-02-24 2019-12-11
6. MOTOROLA SOLUTIONS INC   2018-02-23 2019-01-10
9. NESTLE S A SPONSORED ADR   2018-07-12 2019-12-16
2. NETFLIX COM INC   2017-07-07 2019-02-14
1. NETFLIX COM INC   2017-04-17 2019-02-14
2. NETFLIX COM INC   2017-07-07 2019-07-18
5. NETFLIX COM INC   2017-07-18 2019-07-18
2. NETFLIX COM INC   2017-07-19 2019-07-18
4. NETFLIX COM INC   2018-11-01 2019-07-22
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3. NETFLIX COM INC   2019-04-23 2019-08-07
9. NETFLIX COM INC   2018-11-01 2019-08-07
3. NETFLIX COM INC   2018-11-28 2019-08-07
3. NETFLIX COM INC   2019-01-03 2019-08-07
54. NEWELL RUBBERMAID INC   2018-05-17 2019-10-23
30. NEWMONT MINING CORP   2019-01-10 2019-07-26
10. NIDEC CORP   2011-09-02 2019-05-10
6. NIDEC CORP   2012-01-04 2019-05-10
3. NIKE INC CL B   2017-06-30 2019-09-18
9. NIKE INC CL B   2017-01-04 2019-09-18
9. NIKE INC CL B   2017-06-30 2019-12-16
1. NITTO DENKO CORP ADR   2018-01-03 2019-02-15
4. NITTO DENKO CORP ADR   2014-01-03 2019-02-15
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1. NITTO DENKO CORP ADR   2015-09-14 2019-02-15
3. NITTO DENKO CORP ADR   2016-01-05 2019-02-15
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19. NITTO DENKO CORP ADR   2017-06-12 2019-02-15
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10. NITTO DENKO CORP ADR   2018-09-18 2019-02-15
176. NOKIA CORP ADR-A SHS   2018-10-31 2019-09-30
26. NOKIA CORP ADR-A SHS   2019-01-03 2019-09-30
14. NORFOLK SOUTHERN CORP   2016-10-18 2019-06-21
7. NORFOLK SOUTHERN CORP   2016-10-18 2019-07-11
1. NORFOLK SOUTHERN CORP   2016-10-19 2019-08-12
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5. NORFOLK SOUTHERN CORP   2016-10-19 2019-08-14
5. NORFOLK SOUTHERN CORP   2018-05-17 2019-08-14
4. NORTHROP GRUMMAN CORP   2017-03-30 2019-07-31
2. NORTHROP GRUMMAN CORP   2017-12-04 2019-07-31
2. NORTHROP GRUMMAN CORP   2017-12-07 2019-07-31
1. NORTHROP GRUMMAN CORP   2017-12-07 2019-09-18
1. NORTHROP GRUMMAN CORP   2018-01-03 2019-09-18
1. NORTHROP GRUMMAN CORP   2018-06-21 2019-09-26
4. NORTHROP GRUMMAN CORP   2018-06-21 2019-10-15
1. NORTHROP GRUMMAN CORP   2018-06-22 2019-10-17
6. NORTHROP GRUMMAN CORP   2018-07-20 2019-11-05
1. NORTHROP GRUMMAN CORP   2018-06-22 2019-11-05
2. NORTHROP GRUMMAN CORP   2019-01-03 2019-11-05
4. NORTHROP GRUMMAN CORP   2019-04-24 2019-11-05
2. NORTHROP GRUMMAN CORP   2019-04-23 2019-11-05
3. NOVARTIS AG ADR   2011-01-04 2019-08-07
1. NOVARTIS AG ADR   2012-11-02 2019-08-07
1. NOVARTIS AG ADR   2012-09-05 2019-08-07
3. NOVARTIS AG ADR   2012-01-04 2019-08-07
4. NOVARTIS AG ADR   2010-09-02 2019-08-07
5. NOVARTIS AG ADR   2009-01-05 2019-08-07
2. NOVARTIS AG ADR   2013-09-05 2019-08-07
2. NOVARTIS AG ADR   2014-01-03 2019-08-07
1. NOVARTIS AG ADR   2013-01-03 2019-08-07
9. NOVARTIS AG ADR   2012-11-05 2019-08-07
2. NOVARTIS AG ADR   2014-09-08 2019-10-02
3. NOVARTIS AG ADR   2017-01-04 2019-10-02
3. NOVARTIS AG ADR   2016-01-05 2019-10-02
4. NOVARTIS AG ADR   2015-01-05 2019-10-02
6. NOVARTIS AG ADR   2018-01-29 2019-10-02
6. NOVARTIS AG ADR   2018-07-09 2019-10-02
2. NOVARTIS AG ADR   2018-01-03 2019-10-02
3. NOVARTIS AG ADR   2018-09-05 2019-10-02
26. NOVARTIS AG ADR   2018-09-05 2019-10-23
11. NOVARTIS AG ADR   2018-09-05 2019-10-24
4. NOVARTIS AG ADR   2018-09-05 2019-12-16
5. NOVO-NORDISK A S ADR   2013-11-08 2019-12-16
18. NU SKIN ENTERPRISES INC   2017-06-23 2019-04-26
3. NU SKIN ENTERPRISES INC   2018-01-03 2019-04-26
6. NU SKIN ENTERPRISES INC   2017-09-12 2019-04-26
3. NU SKIN ENTERPRISES INC   2019-01-03 2019-04-26
2. NUCOR CORP   2019-01-03 2019-02-12
17. NUCOR CORP   2018-07-05 2019-02-12
3. NVIDIA CORP   2019-01-03 2019-01-28
7. NVIDIA CORP   2017-05-10 2019-01-28
7. NVIDIA CORP   2017-05-10 2019-01-28
1. NVIDIA CORP   2018-01-03 2019-01-28
10. NVIDIA CORP   2018-02-08 2019-01-28
4. NVIDIA CORP   2018-08-17 2019-01-28
2. NVIDIA CORP   2019-09-05 2019-09-18
10. NVIDIA CORP   2019-09-05 2019-11-04
2. NVIDIA CORP   2019-09-05 2019-12-16
26. ONEOK INC   2019-01-10 2019-07-26
33. ORACLE CORP   2017-05-17 2019-12-16
20. ORACLE CORP   2017-05-18 2019-12-16
2000. ORACLE CORP   2015-02-13 2019-12-11
1000. ORACLE CORP   2015-02-13 2019-12-16
20. ORANGE SA   2017-06-14 2019-12-16
3. OWENS CORNING   2019-01-03 2019-01-10
12. OWENS CORNING   2018-02-26 2019-01-10
19. OWENS CORNING   2018-02-23 2019-01-10
9. PAYPAL HOLDINGS INC SHS   2016-07-12 2019-03-21
5. PAYPAL HOLDINGS INC SHS   2016-10-17 2019-03-29
4. PAYPAL HOLDINGS INC SHS   2016-07-12 2019-03-29
6. PAYPAL HOLDINGS INC SHS   2016-10-17 2019-04-03
5. PAYPAL HOLDINGS INC SHS   2016-10-18 2019-04-03
12. PAYPAL HOLDINGS INC SHS   2016-10-18 2019-04-04
11. PAYPAL HOLDINGS INC SHS   2017-01-04 2019-04-04
2. PAYPAL HOLDINGS INC SHS   2017-07-21 2019-04-04
7. PAYPAL HOLDINGS INC SHS   2017-07-21 2019-09-18
5. PAYPAL HOLDINGS INC SHS   2017-07-21 2019-12-16
2. PAYPAL HOLDINGS INC SHS   2017-10-20 2019-12-16
19. PEPSICO INCORPORATED   2019-03-18 2019-07-15
80. PFIZER INC   2017-04-11 2019-03-20
23. PFIZER INC   2017-04-11 2019-12-16
17. PING AN INSURANCE GROUP CO OF CHINA LTD   2012-06-14 2019-12-16
1. POLARIS INDUSTRIES INC   2019-01-03 2019-04-26
12. POLARIS INDUSTRIES INC   2018-02-23 2019-04-26
20. POPULAR INC   2017-06-26 2019-01-10
14. POPULAR INC   2017-06-23 2019-01-10
5. POPULAR INC   2017-06-26 2019-04-26
3. POPULAR INC   2017-07-14 2019-04-26
8. POPULAR INC   2017-09-12 2019-04-26
7. POPULAR INC   2019-01-03 2019-04-26
21. POTLATCHDELTIC CORP   2019-02-25 2019-03-15
2. POTLATCHDELTIC CORP   2019-02-25 2019-03-15
7. POTLATCHDELTIC CORP   2019-02-25 2019-03-18
10. POTLATCHDELTIC CORP   2019-02-25 2019-09-04
2. POTLATCHDELTIC CORP   2019-02-25 2019-09-04
12. PROLOGIS INC   2018-02-23 2019-01-10
8. PROLOGIS INC   2018-02-23 2019-03-15
6. PROLOGIS INC   2019-01-03 2019-04-26
16. PROLOGIS INC   2018-05-17 2019-04-26
15. PROLOGIS INC   2018-02-23 2019-04-26
27. PRUDENTIAL FINANCIAL INC   2017-07-03 2019-03-19
10. PRUDENTIAL FINANCIAL INC   2017-07-05 2019-03-19
2. PRUDENTIAL FINANCIAL INC   2017-09-12 2019-03-19
3. PRUDENTIAL FINANCIAL INC   2019-01-03 2019-03-19
484.35 PRUDENTIAL PLC SPON ADR (UK)   2019-11-08 2019-11-08
6. PRUDENTIAL PLC SPON ADR (UK)   2011-06-22 2019-12-16
2. PRUDENTIAL PLC SPON ADR (UK)   2011-09-02 2019-12-16
11. PUBLIC SERVICE ENTERPRISE GROUP INC   2014-12-05 2019-01-10
4. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-06-10 2019-01-10
7. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-01-05 2019-01-10
5. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-01-03 2019-01-10
7. QUANTA SERVICES INC   2019-06-04 2019-12-16
7. QUEST DIAGNOSTICS INC   2018-02-23 2019-07-26
6. RAYTHEON CO COM NEW   2016-06-24 2019-02-01
5. RAYTHEON CO COM NEW   2016-06-24 2019-02-01
2. RAYTHEON CO COM NEW   2016-09-12 2019-03-18
3. RAYTHEON CO COM NEW   2016-09-13 2019-03-18
3. RAYTHEON CO COM NEW   2016-09-16 2019-03-18
3. RAYTHEON CO COM NEW   2016-10-28 2019-03-18
3. RAYTHEON CO COM NEW   2016-10-27 2019-03-18
2. RAYTHEON CO COM NEW   2016-11-04 2019-03-18
8. RAYTHEON CO COM NEW   2016-06-24 2019-03-18
6. RAYTHEON CO COM NEW   2016-08-26 2019-03-18
1. RAYTHEON CO COM NEW   2016-11-04 2019-04-04
4. RAYTHEON CO COM NEW   2017-01-04 2019-04-04
1. RAYTHEON CO COM NEW   2018-02-06 2019-04-04
6. RAYTHEON CO COM NEW   2018-01-04 2019-04-04
3. RAYTHEON CO COM NEW   2018-01-03 2019-04-04
6. RAYTHEON CO COM NEW   2019-01-03 2019-04-05
2. RAYTHEON CO COM NEW   2018-02-06 2019-04-05
7. RAYTHEON CO COM NEW   2018-10-23 2019-04-05
101. REGIONS FINANCIAL CORP   2016-12-09 2019-06-26
46. REGIONS FINANCIAL CORP   2016-11-09 2019-06-26
47. REGIONS FINANCIAL CORP   2016-12-09 2019-08-14
6. REGIONS FINANCIAL CORP   2017-01-04 2019-08-14
41. REGIONS FINANCIAL CORP   2017-01-09 2019-08-14
7. REGIONS FINANCIAL CORP   2017-01-10 2019-09-18
13. REGIONS FINANCIAL CORP   2017-01-09 2019-09-18
25. RELX PLC   2017-03-21 2019-05-10
3. RELX PLC   2017-03-22 2019-05-10
2. RIO TINTO PLC SPONSORED ADR   2014-09-08 2019-06-10
1. RIO TINTO PLC SPONSORED ADR   2012-01-04 2019-06-10
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5. RIO TINTO PLC SPONSORED ADR   2013-09-05 2019-06-10
3. RIO TINTO PLC SPONSORED ADR   2014-01-03 2019-06-10
10. RIO TINTO PLC SPONSORED ADR   2015-01-05 2019-06-10
5. RIO TINTO PLC SPONSORED ADR   2016-01-05 2019-06-10
1. RIO TINTO PLC SPONSORED ADR   2016-09-12 2019-06-10
2. RIO TINTO PLC SPONSORED ADR   2017-01-04 2019-06-10
11. RIO TINTO PLC SPONSORED ADR   2017-09-13 2019-06-10
1. RIO TINTO PLC SPONSORED ADR   2018-01-03 2019-06-10
3. RIO TINTO PLC SPONSORED ADR   2019-01-03 2019-06-10
8. ROCHE HLDG LTD SPONSORED ADR   2013-04-26 2019-09-18
9. ROCHE HLDG LTD SPONSORED ADR   2013-04-26 2019-12-16
2. ROCHE HLDG LTD SPONSORED ADR   2013-05-17 2019-12-16
7. ROCKWELL AUTOMATION INC   2019-07-26 2019-12-20
8. ROYAL DUTCH SHELL PLC   2016-01-28 2019-12-16
1. ROYAL DUTCH SHELL PLC   2016-01-29 2019-12-16
43. ROYAL DUTCH SHELL PLC SPONSORED ADR CL A   2018-01-10 2019-03-01
8. ROYAL DUTCH SHELL PLC SPONSORED ADR CL A   2018-01-11 2019-03-01
88. ROYAL DUTCH SHELL PLC SPONSORED ADR CL A   2018-01-11 2019-03-04
12. ROYAL DUTCH SHELL PLC SPONSORED ADR CL A   2019-01-03 2019-03-04
9. SAFRAN SA-UNSPON ADR   2016-10-18 2019-05-10
27. SAFRAN SA-UNSPON ADR   2016-10-24 2019-05-10
13. SAFRAN SA-UNSPON ADR   2016-10-24 2019-06-10
21. SAFRAN SA-UNSPON ADR   2017-01-19 2019-06-10
4. SAFRAN SA-UNSPON ADR   2017-01-04 2019-06-10
3. SALESFORCE COM INC   2016-10-06 2019-09-18
5. SALESFORCE COM INC   2016-10-05 2019-09-18
7. SALESFORCE COM INC   2016-10-06 2019-12-16
11. SANOFI ADR   2019-09-26 2019-12-16
5. SAP SE SHS   2012-01-04 2019-12-16
1. SAP SE SHS   2011-09-02 2019-12-16
15. SCHNEIDER ELEC SA ADR   2014-05-08 2019-12-16
2. SHERWIN-WILLIAMS CO/THE   2016-09-01 2019-09-18
1. SHERWIN-WILLIAMS CO/THE   2017-01-04 2019-11-04
16. SHIN-ETSU CHEMICAL CO LTD   2011-04-28 2019-12-16
5. SHISEIDO CO LTD SPONS ADR JAPAN   2019-02-27 2019-05-10
5. SHISEIDO CO LTD SPONS ADR JAPAN   2019-02-27 2019-06-25
19. SMITH & NEPHEW PLC   2018-02-26 2019-01-10
29. SMITH & NEPHEW PLC   2018-02-26 2019-09-30
7. SMITH & NEPHEW PLC   2018-02-26 2019-10-01
1. J M SMUCKER CO   2018-03-08 2019-02-20
5. J M SMUCKER CO   2018-03-07 2019-02-20
9. J M SMUCKER CO   2018-03-06 2019-02-20
11. J M SMUCKER CO   2018-03-08 2019-04-04
9. J M SMUCKER CO   2018-03-23 2019-11-18
15. J M SMUCKER CO   2018-03-09 2019-11-18
10. J M SMUCKER CO   2018-03-08 2019-11-18
3. J M SMUCKER CO   2018-03-08 2019-11-18
10. J M SMUCKER CO   2018-03-26 2019-11-19
7. J M SMUCKER CO   2019-01-03 2019-11-19
1. J M SMUCKER CO   2018-03-23 2019-11-19
26. SONY CORP/AMER SHARES NEW/   2019-06-10 2019-10-22
1. SONY CORP/AMER SHARES NEW/   2019-06-11 2019-10-22
7. SONY CORP/AMER SHARES NEW/   2019-06-11 2019-12-16
3. SPECTRUM BRANDS HOLDINGS INC   2019-09-26 2019-10-16
.51 SPECTRUM BRANDS HOLDINGS INC   2019-10-17 2019-10-17
9. STATE ST CORP COM   2018-10-19 2019-12-16
7. STRYKER CORP   2018-09-19 2019-04-15
4. STRYKER CORP   2018-09-19 2019-04-18
3. STRYKER CORP   2018-09-19 2019-09-18
3. STRYKER CORP   2018-09-20 2019-11-04
3. STRYKER CORP   2018-09-27 2019-11-05
4. STRYKER CORP   2018-09-26 2019-11-05
2. STRYKER CORP   2018-09-20 2019-11-05
2. STRYKER CORP   2018-09-24 2019-11-05
4. STRYKER CORP   2019-01-03 2019-11-07
11. STRYKER CORP   2018-10-10 2019-11-07
7. STRYKER CORP   2018-10-26 2019-11-07
2. STRYKER CORP   2018-11-29 2019-11-07
2. STRYKER CORP   2019-06-04 2019-11-07
20. SUNCOR ENERGY INC   2012-11-13 2019-01-29
20. SUNCOR ENERGY INC   2012-12-03 2019-01-29
40. SUNCOR ENERGY INC   2012-11-13 2019-01-29
18. SUNCOR ENERGY INC   2012-11-13 2019-06-10
9. TAIWAN S MANUFCTRING ADR   2010-09-02 2019-12-16
40. TELEPHONE & DATA SYSTEMS INC   2017-06-26 2019-01-10
10. TENCENT HOLDINGS LTD ADR   2018-09-26 2019-12-16
4. TEXAS INSTRUMENTS INC   2019-04-04 2019-09-18
10. TEXAS INSTRUMENTS INC   2019-04-04 2019-10-25
1. THERMO FISHER SCIENTIFIC INC   2016-08-31 2019-04-17
3. THERMO FISHER SCIENTIFIC INC   2016-09-14 2019-04-17
3. THERMO FISHER SCIENTIFIC INC   2016-09-09 2019-04-17
1. THERMO FISHER SCIENTIFIC INC   2017-01-04 2019-04-17
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18. TOKYO ELECTRON LTD SHS   2015-09-04 2019-06-25
1. TOKYO ELECTRON LTD SHS   2015-09-14 2019-06-25
12. TOKYO ELECTRON LTD SHS   2016-01-05 2019-06-25
1. TOKYO ELECTRON LTD SHS   2016-09-12 2019-06-25
5. TOKYO ELECTRON LTD SHS   2017-01-04 2019-06-25
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9. TOKYO ELECTRON LTD SHS   2018-09-18 2019-06-25
2. TOKYO ELECTRON LTD SHS   2019-01-03 2019-06-25
2000. TORONTO-DOMINION BANK   2018-08-07 2019-12-11
1000. TORONTO-DOMINION BANK   2018-08-07 2019-12-16
47. TOTAL S.A. SP ADR   2017-03-03 2019-06-17
29. TOTAL S.A. SP ADR   2017-03-06 2019-06-17
3. TOTAL S.A. SP ADR   2018-01-03 2019-06-18
9. TOTAL S.A. SP ADR   2018-07-05 2019-06-18
25. TOTAL S.A. SP ADR   2017-03-06 2019-06-18
4. TOTAL S.A. SP ADR   2017-09-12 2019-06-18
7. TOTAL S.A. SP ADR   2018-07-05 2019-12-16
1. TRAVELERS COS INC/THE   2019-01-03 2019-01-10
4. TRAVELERS COS INC/THE   2018-03-22 2019-01-10
15. TRUIST FINL CORP   2013-02-04 2019-12-16
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47. US BANCORP DEL   2012-10-31 2019-03-20
16. US BANCORP DEL   2012-07-25 2019-03-20
43. US BANCORP DEL   2012-09-10 2019-03-20
2. US BANCORP DEL   2014-01-03 2019-03-20
1. UNILEVER N V-W/I (NET/USD) US9047847093   2013-09-05 2019-02-26
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13. UNILEVER N V-W/I (NET/USD) US9047847093   2011-01-24 2019-02-26
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6. UNILEVER N V-W/I (NET/USD) US9047847093   2016-01-05 2019-09-27
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3. UNILEVER N V-W/I (NET/USD) US9047847093   2017-03-21 2019-12-16
2. UNILEVER N V-W/I (NET/USD) US9047847093   2017-05-03 2019-12-16
2. UNION PACIFIC CORP   2017-01-04 2019-08-01
5. UNION PACIFIC CORP   2016-12-08 2019-08-01
4. UNION PACIFIC CORP   2017-01-11 2019-08-02
1. UNION PACIFIC CORP   2017-01-04 2019-08-02
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6. UNION PACIFIC CORP   2017-06-14 2019-08-22
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1000. U.S. TREASURY BOND   2017-01-04 2019-06-26
1000. U.S. TREASURY BOND   2018-09-19 2019-06-26
3000. U.S. TREASURY BOND   2014-02-12 2019-06-26
1000. U.S. TREASURY BOND   2015-01-05 2019-06-26
2000. U.S. TREASURY BOND   2019-01-03 2019-06-26
1000. U.S. TREASURY BOND   2016-01-05 2019-06-26
10000. U.S. TREASURY BOND   2018-01-23 2019-06-26
2000. U.S. TREASURY BOND   2018-01-03 2019-06-26
9000. U.S. TREASURY BOND   2018-03-16 2019-06-26
2000. U.S. TREASURY BOND   2018-04-20 2019-06-26
1000. U.S. TREASURY BOND   2018-06-13 2019-06-26
2000. U.S. TREASURY BOND   2018-09-19 2019-06-26
2000. U.S. TREASURY NOTE   2018-03-16 2019-12-11
24000. U.S. TREASURY NOTE   2018-12-18 2019-05-15
1000. U.S. TREASURY NOTE   2019-01-31 2019-12-16
2000. U.S. TREASURY NOTE   2019-05-15 2019-12-16
1000. U.S. TREASURY NOTE   2018-09-19 2019-05-15
14000. U.S. TREASURY NOTE   2018-08-07 2019-05-15
2000. U.S. TREASURY NOTE   2018-09-05 2019-12-11
1000. U.S. TREASURY NOTE   2018-09-05 2019-12-16
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4. UNITEDHEALTH GROUP INC   2015-01-05 2019-04-11
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6. UNITEDHEALTH GROUP INC   2015-07-14 2019-04-15
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8. UNITEDHEALTH GROUP INC   2016-01-05 2019-04-16
1. UNITEDHEALTH GROUP INC   2016-09-12 2019-04-16
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4. UNITEDHEALTH GROUP INC   2017-01-04 2019-04-17
1. UNITEDHEALTH GROUP INC   2017-05-18 2019-09-18
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4. UNITEDHEALTH GROUP INC   2017-05-18 2019-12-16
40. URBAN OUTFITTERS INC   2017-02-15 2019-03-06
4. URBAN OUTFITTERS INC   2019-01-03 2019-03-06
2. URBAN OUTFITTERS INC   2017-09-12 2019-03-06
2. URBAN OUTFITTERS INC   2016-12-30 2019-03-06
5. V F CORPORATION COM   2019-04-16 2019-09-18
5. V F CORPORATION COM   2019-04-16 2019-12-16
6. VALERO ENERGY CORP - NEW   2013-01-03 2019-03-05
14. VALERO ENERGY CORP - NEW   2012-01-04 2019-03-05
13. VALERO ENERGY CORP - NEW   2011-09-02 2019-03-05
1. VALERO ENERGY CORP - NEW   2012-09-05 2019-03-05
8. VALERO ENERGY CORP - NEW   2014-01-03 2019-03-05
5. VALERO ENERGY CORP - NEW   2015-01-05 2019-03-05
1. VALERO ENERGY CORP - NEW   2015-09-14 2019-03-05
4. VALERO ENERGY CORP - NEW   2016-01-05 2019-03-05
3. VALERO ENERGY CORP - NEW   2017-01-04 2019-03-05
1. VALERO ENERGY CORP - NEW   2018-01-03 2019-03-05
5. VALERO ENERGY CORP - NEW   2018-11-28 2019-03-05
8. VALERO ENERGY CORP - NEW   2018-11-28 2019-07-26
6. VALERO ENERGY CORP - NEW   2019-01-03 2019-07-26
8. VEEVA SYS INC CL A   2018-06-04 2019-02-05
1. VEEVA SYS INC CL A   2018-06-05 2019-02-05
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5. VEEVA SYS INC CL A   2018-06-05 2019-04-09
2. VEEVA SYS INC CL A   2018-06-05 2019-04-15
2. VEEVA SYS INC CL A   2018-06-05 2019-04-16
3. VEEVA SYS INC CL A   2018-06-05 2019-09-18
2. VEEVA SYS INC CL A   2018-06-07 2019-12-16
11. VERIZON COMMUNICATIONS INC   2018-10-08 2019-12-16
.79 VIACOMCBS INC CL B   2019-01-10 2019-12-17
9. VISA INC   2013-11-06 2019-06-27
3. VISA INC   2013-11-06 2019-07-16
4. VISA INC   2013-11-06 2019-07-31
10. VISA INC   2014-01-03 2019-09-18
6. VISA INC   2014-01-03 2019-12-16
1. VISA INC   2014-11-05 2019-12-16
4. VODAFONE GROUP PLC   2013-01-03 2019-02-06
8. VODAFONE GROUP PLC   2016-01-05 2019-02-06
9. VODAFONE GROUP PLC   2015-02-12 2019-02-06
13. VODAFONE GROUP PLC   2015-01-05 2019-02-06
17. VODAFONE GROUP PLC   2014-12-18 2019-02-06
4. VODAFONE GROUP PLC   2014-09-08 2019-02-06
13. VODAFONE GROUP PLC   2014-07-16 2019-02-06
5. VODAFONE GROUP PLC   2014-01-03 2019-02-06
5. VODAFONE GROUP PLC   2013-09-05 2019-02-06
2. VODAFONE GROUP PLC   2010-09-02 2019-02-06
4. VODAFONE GROUP PLC   2012-01-04 2019-02-06
4. VODAFONE GROUP PLC   2010-01-05 2019-02-06
4. VODAFONE GROUP PLC   2017-01-04 2019-02-06
16. VODAFONE GROUP PLC   2018-01-05 2019-02-06
6. VODAFONE GROUP PLC   2019-01-03 2019-02-06
1. WPP PLC NEW/ADR   2010-08-05 2019-02-14
1. WPP PLC NEW/ADR   2010-09-02 2019-02-14
1. WPP PLC NEW/ADR   2010-09-02 2019-02-15
3. WPP PLC NEW/ADR   2011-09-02 2019-02-15
1. WPP PLC NEW/ADR   2012-09-05 2019-02-15
2. WPP PLC NEW/ADR   2013-01-03 2019-02-15
1. WPP PLC NEW/ADR   2013-09-05 2019-02-15
2. WPP PLC NEW/ADR   2014-01-03 2019-02-15
2. WPP PLC NEW/ADR   2015-01-05 2019-02-15
4. WPP PLC NEW/ADR   2012-01-04 2019-02-15
4. WALMART INC   2015-02-26 2019-09-18
6. WALMART INC   2015-02-26 2019-12-16
29. WALGREENS BOOTS ALLIANCE INC   2016-06-10 2019-04-04
3. WALGREENS BOOTS ALLIANCE INC   2016-06-13 2019-04-04
2. WELLS FARGO COMPANY   2017-01-19 2019-12-16
6. WELLS FARGO COMPANY   2017-01-20 2019-12-16
15. WELLS FARGO COMPANY   2017-01-25 2019-12-16
6. WELLS FARGO COMPANY   2017-01-26 2019-12-16
8. WELLS FARGO COMPANY   2017-01-27 2019-12-16
3. WELLS FARGO COMPANY   2017-09-12 2019-12-16
1. WELLS FARGO COMPANY   2018-01-03 2019-12-16
4. WELLS FARGO COMPANY   2019-01-03 2019-12-16
14. WELLTOWER INC   2018-02-23 2019-03-15
58. WEYERHAEUSER CO   2019-01-10 2019-02-25
49. WEYERHAEUSER CO   2019-01-10 2019-04-26
1. WHIRLPOOL CORP   2019-01-03 2019-09-30
7. WHIRLPOOL CORP   2018-02-23 2019-09-30
3. WHIRLPOOL CORP   2019-07-26 2019-09-30
12. WILLIAMS-SONOMA INC   2017-06-23 2019-03-15
8. WILLIAMS-SONOMA INC   2017-06-23 2019-07-26
4. WILLIAMS-SONOMA INC   2017-06-23 2019-08-16
3. WILLIAMS-SONOMA INC   2017-09-12 2019-08-16
2. WILLIAMS-SONOMA INC   2018-01-03 2019-08-16
3. WILLIAMS-SONOMA INC   2019-01-03 2019-08-16
3. WORKDAY INC CL A   2018-12-12 2019-09-18
13. XILINX INCOPRORATED   2018-07-26 2019-01-10
7. XILINX INCOPRORATED   2018-07-26 2019-01-31
9. XILINX INCOPRORATED   2018-07-26 2019-02-01
11. XILINX INCOPRORATED   2018-07-26 2019-02-04
6. XILINX INCOPRORATED   2018-07-27 2019-02-04
9. XILINX INCOPRORATED   2018-07-27 2019-02-05
3. XILINX INCOPRORATED   2018-07-30 2019-04-16
1. XILINX INCOPRORATED   2018-07-27 2019-04-16
3. XILINX INCOPRORATED   2018-09-05 2019-05-20
8. XILINX INCOPRORATED   2018-07-30 2019-05-20
3. XILINX INCOPRORATED   2018-09-05 2019-09-18
1. XILINX INCOPRORATED   2018-09-06 2019-09-18
9. XILINX INCOPRORATED   2018-09-10 2019-10-02
6. XILINX INCOPRORATED   2018-09-06 2019-10-02
10. XILINX INCOPRORATED   2019-08-08 2019-10-02
11. XILINX INCOPRORATED   2018-11-28 2019-10-02
9. XILINX INCOPRORATED   2019-01-03 2019-10-02
1. XILINX INCOPRORATED   2019-01-03 2019-10-02
11. ZIMMER HLDGS INC COM   2018-02-23 2019-12-16
7. ZOETIS INC   2016-01-07 2019-09-18
1. ZOETIS INC   2016-02-04 2019-10-15
4. ZOETIS INC   2016-01-07 2019-10-15
4. ZOETIS INC   2016-02-04 2019-10-16
6. ZOETIS INC   2016-02-04 2019-11-04
7. ZOETIS INC   2016-02-04 2019-11-05
4. ZOETIS INC   2016-02-04 2019-12-16
2. ADIENT PLC SHS   2019-01-03 2019-04-26
16. ADIENT PLC SHS   2018-02-23 2019-04-26
6. AMDOCS LTD COM   2016-12-13 2019-01-23
3. AMDOCS LTD COM   2016-12-09 2019-01-23
21. AMDOCS LTD COM   2016-12-12 2019-01-23
7. AMDOCS LTD COM   2016-12-09 2019-01-23
2. AMDOCS LTD COM   2016-12-09 2019-01-23
8. AMDOCS LTD COM   2016-12-09 2019-01-23
12. AMDOCS LTD COM   2016-12-13 2019-01-30
7. AMDOCS LTD COM   2016-12-09 2019-01-30
8. AMDOCS LTD COM   2016-12-09 2019-01-30
17. ASSURED GUARANTY LTD   2017-06-23 2019-01-10
18. ASSURED GUARANTY LTD   2017-06-23 2019-01-10
17. ASSURED GUARANTY LTD   2017-06-23 2019-08-16
2. ASSURED GUARANTY LTD   2017-07-14 2019-08-16
3. ASSURED GUARANTY LTD   2017-09-12 2019-08-16
4. ASSURED GUARANTY LTD   2018-01-25 2019-08-19
2. ASSURED GUARANTY LTD   2017-09-12 2019-08-19
20. ASSURED GUARANTY LTD   2018-01-25 2019-08-21
4. ASSURED GUARANTY LTD   2018-01-25 2019-08-22
2. ASSURED GUARANTY LTD   2018-01-26 2019-08-22
23. ASSURED GUARANTY LTD   2018-01-26 2019-08-23
7. ASSURED GUARANTY LTD   2018-01-26 2019-08-26
10. ASSURED GUARANTY LTD   2018-01-26 2019-09-30
7. ASSURED GUARANTY LTD   2018-02-23 2019-09-30
19. ASSURED GUARANTY LTD   2018-02-23 2019-12-16
3. ASSURED GUARANTY LTD   2019-03-20 2019-12-17
22. ASSURED GUARANTY LTD   2018-02-23 2019-12-17
30. JOHNSON CTLS INTL PLC   2018-07-13 2019-05-29
8. JOHNSON CTLS INTL PLC   2018-07-16 2019-05-29
29. JOHNSON CTLS INTL PLC   2018-10-31 2019-09-30
8. JOHNSON CTLS INTL PLC   2018-07-16 2019-09-30
18. JOHNSON CTLS INTL PLC   2018-10-31 2019-11-14
11. JOHNSON CTLS INTL PLC   2019-01-03 2019-11-14
9. LINDE PLC REG SHS   2018-06-22 2019-03-04
6. LINDE PLC REG SHS   2018-06-29 2019-07-31
3. LINDE PLC REG SHS   2018-07-11 2019-07-31
4. LINDE PLC REG SHS   2018-06-22 2019-07-31
2. LINDE PLC REG SHS   2018-07-11 2019-09-18
1. LINDE PLC REG SHS   2018-07-11 2019-12-16
1. LINDE PLC REG SHS   2018-07-13 2019-12-16
17. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-01-10 2019-04-26
27. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-01-10 2019-07-26
43. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-01-11 2019-09-30
78. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-01-10 2019-09-30
47. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-01-11 2019-12-16
4. NIELSEN HOLDINGS PLC SHS   2019-01-03 2019-01-10
27. NIELSEN HOLDINGS PLC SHS   2018-02-26 2019-01-10
5. NVENT ELEC PLC REG SHS   2019-01-03 2019-07-26
23. NVENT ELEC PLC REG SHS   2018-02-26 2019-07-26
17. NVENT ELEC PLC REG SHS   2018-02-23 2019-07-26
14. PAGSEGURO DIGITAL LTD   2018-06-25 2019-06-17
13. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-11
5. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-29
13. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-30
9. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-30
4. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-31
23. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-31
8. PAGSEGURO DIGITAL LTD   2018-06-25 2019-08-08
3. PAGSEGURO DIGITAL LTD   2018-06-25 2019-08-09
13. PAGSEGURO DIGITAL LTD   2018-06-25 2019-08-12
12. PAGSEGURO DIGITAL LTD   2018-06-25 2019-08-21
7. PAGSEGURO DIGITAL LTD   2018-06-25 2019-09-18
14. PAGSEGURO DIGITAL LTD   2018-11-30 2019-12-06
15. PAGSEGURO DIGITAL LTD   2018-06-25 2019-12-06
14. PAGSEGURO DIGITAL LTD   2019-01-03 2019-12-09
31. PAGSEGURO DIGITAL LTD   2018-11-30 2019-12-09
16. PAGSEGURO DIGITAL LTD   2019-10-25 2019-12-10
26. PAGSEGURO DIGITAL LTD   2019-01-31 2019-12-10
6. PAGSEGURO DIGITAL LTD   2019-01-03 2019-12-10
.6 ALCON SA ACT NOM   2019-03-25 2019-04-26
1. ALCON SA ACT NOM   2012-01-04 2019-12-06
1. ALCON SA ACT NOM   2018-07-09 2019-12-06
1. ALCON SA ACT NOM   2009-01-05 2019-12-06
1. ALCON SA ACT NOM   2011-01-04 2019-12-06
1. ALCON SA ACT NOM   2018-01-29 2019-12-06
9. ALCON SA ACT NOM   2019-05-10 2019-12-06
2. ALCON SA ACT NOM   2012-11-05 2019-12-06
9. ALCON SA ACT NOM   2018-09-05 2019-12-06
9. ALCON SA ACT NOM   2018-09-06 2019-12-06
1. ALCON SA ACT NOM   2018-01-03 2019-12-06
1. ALCON SA ACT NOM   2014-01-03 2019-12-06
2. ALCON SA ACT NOM   2019-01-03 2019-12-06
2. ALCON SA ACT NOM   2018-09-18 2019-12-06
8. ALCON SA ACT NOM   2019-05-21 2019-12-06
9. ALCON SA ACT NOM   2019-06-21 2019-12-06
1. ALCON SA ACT NOM   2016-01-05 2019-12-06
1. ALCON SA ACT NOM   2015-01-05 2019-12-06
12. UBS GROUP AG NAMEN-AKT   2016-01-05 2019-01-23
21. UBS GROUP AG NAMEN-AKT   2015-01-05 2019-01-23
11. UBS GROUP AG NAMEN-AKT   2013-11-06 2019-01-23
9. UBS GROUP AG NAMEN-AKT   2014-09-08 2019-01-23
19. UBS GROUP AG NAMEN-AKT   2014-09-02 2019-01-23
6. UBS GROUP AG NAMEN-AKT   2014-01-03 2019-01-23
5. UBS GROUP AG NAMEN-AKT   2015-09-14 2019-01-23
1. UBS GROUP AG NAMEN-AKT   2013-11-06 2019-01-23
1. UBS GROUP AG NAMEN-AKT   2016-09-12 2019-01-23
2. UBS GROUP AG NAMEN-AKT   2017-11-27 2019-01-23
4. UBS GROUP AG NAMEN-AKT   2017-01-04 2019-01-23
8. UBS GROUP AG NAMEN-AKT   2018-01-03 2019-02-06
25. UBS GROUP AG NAMEN-AKT   2018-09-18 2019-02-06
27. UBS GROUP AG NAMEN-AKT   2018-01-05 2019-02-06
11. UBS GROUP AG NAMEN-AKT   2013-11-06 2019-02-06
12. UBS GROUP AG NAMEN-AKT   2017-11-27 2019-02-06
28. UBS GROUP AG NAMEN-AKT   2017-11-28 2019-02-06
1. ASML HLDG NV NY REG SHS   2017-09-08 2019-12-16
4. FERRARI NV   2017-07-25 2019-09-18
1. FERRARI NV   2017-07-24 2019-09-18
3. FERRARI NV   2017-07-25 2019-12-16
44. MYLAN N.V   2018-07-05 2019-07-26
5. MYLAN N.V   2019-01-03 2019-07-26
20. MYLAN N.V   2019-04-26 2019-07-26
8. NXP SEMICONDUCTORS N.V.   2019-01-10 2019-11-14
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 77   75 2
b 211   263 -52
c 38   54 -16
d 575   772 -197
e 153   205 -52
19   25 -6
613   813 -200
607   562 45
1,239   1,125 114
297   233 64
821   530 291
70   45 25
477   343 134
420   257 163
502   397 105
1,514   1,322 192
587   487 100
347   278 69
663   629 34
575   629 -54
276   327 -51
276   329 -53
552   664 -112
837   958 -121
558   629 -71
281   327 -46
281   300 -19
844   1,034 -190
318   284 34
824   521 303
1,290   691 599
1,351   1,562 -211
1,436   1,442 -6
431   424 7
1,507   1,455 52
144   141 3
492   438 54
351   356 -5
984   971 13
492   485 7
2,900   2,946 -46
645   655 -10
483   491 -8
462   516 -54
308   327 -19
462   570 -108
1,078   1,195 -117
1,056   1,205 -149
1,649   1,893 -244
534   516 18
417   344 73
571   715 -144
585   715 -130
273   358 -85
280   329 -49
560   715 -155
560   726 -166
560   725 -165
274   363 -89
823   1,022 -199
823   688 135
1,097   918 179
274   186 88
123   49 74
197   86 111
172   74 98
713   646 67
507   474 33
1,100   1,034 66
275   261 14
1,218   685 533
1,226   685 541
1,360   685 675
1,218   639 579
1,227   639 588
1,359   639 720
1,215   982 233
3,635   1,083 2,552
2,103   2,005 98
1,050   1,002 48
680   583 97
418   409 9
170   128 42
169   109 60
1,534   1,159 375
508   386 122
508   382 126
1,016   755 261
511   384 127
681   542 139
389   283 106
389   299 90
1,349   1,046 303
193   152 41
964   789 175
1,735   1,369 366
771   601 170
733   649 84
1,196   1,040 156
1,179   1,040 139
591   326 265
1,386   921 465
2,376   1,877 499
2,971   1,977 994
990   871 119
1,200   1,045 155
2,999   2,346 653
1,000   717 283
2,795   2,439 356
2,196   1,924 272
5,220   4,548 672
222   173 49
1,334   1,050 284
1,959   1,213 746
719   782 -63
681   618 63
1,121   1,038 83
134   120 14
134   124 10
562   521 41
562   499 63
216   194 22
565   541 24
483   417 66
97   83 14
483   416 67
493   417 76
288   271 17
1,459   1,634 -175
1,897   2,129 -232
1,021   1,151 -130
1,167   1,304 -137
584   638 -54
791   546 245
338   218 120
572   509 63
812   1,034 -222
147   120 27
363   399 -36
227   295 -68
545   716 -171
23   28 -5
817   1,006 -189
324   280 44
310   264 46
215   239 -24
305   389 -84
54   83 -29
645   956 -311
143   144 -1
72   101 -29
358   424 -66
72   104 -32
72   88 -16
72   94 -22
108   128 -20
36   36  
72   84 -12
340   329 11
97   95 2
776   711 65
146   120 26
374   403 -29
79   99 -20
449   552 -103
264   383 -119
26   38 -12
264   304 -40
106   89 17
26   26  
159   167 -8
159   204 -45
106   141 -35
344   366 -22
26   31 -5
1,054   1,004 50
1,052   1,004 48
1,131   739 392
1,777   1,419 358
162   129 33
163   129 34
327   259 68
898   704 194
571   453 118
405   323 82
243   196 47
501   409 92
585   504 81
1,086   849 237
165   144 21
83   72 11
744   583 161
71   92 -21
141   258 -117
141   271 -130
141   217 -76
212   195 17
212   178 34
88   77 11
71   133 -62
71   117 -46
71   102 -31
141   243 -102
318   592 -274
71   105 -34
65   122 -57
243   319 -76
130   139 -9
162   329 -167
324   687 -363
248   198 50
744   553 191
503   396 107
498   396 102
453   425 28
453   485 -32
1,132   991 141
226   220 6
906   893 13
1,358   1,487 -129
453   463 -10
228   142 86
228   144 84
55   72 -17
166   274 -108
166   267 -101
1,427   1,722 -295
299   344 -45
3,823   3,534 289
2,467   2,396 71
3,471   3,407 64
4,330   3,042 1,288
394   276 118
394   297 97
373   334 39
373   306 67
1,120   1,011 109
1,120   1,054 66
2,614   2,460 154
373   336 37
1,120   937 183
747   696 51
373   348 25
765   793 -28
1,312   1,578 -266
656   793 -137
8,584   6,768 1,816
1,717   1,827 -110
439   528 -89
1,555   2,008 -453
162   192 -30
322   199 123
1,800   887 913
491   240 251
1,935   1,542 393
242   120 122
81   44 37
1,192   603 589
596   409 187
953   580 373
2,026   1,222 804
596   353 243
1,907   1,028 879
1,668   1,082 586
66   69 -3
393   364 29
321   389 -68
107   160 -53
54   91 -37
321   557 -236
161   291 -130
321   563 -242
1,606   2,821 -1,215
321   580 -259
54   100 -46
54   112 -58
107   223 -116
589   1,207 -618
1,043   1,040 3
1,041   1,040 1
13,891   14,019 -128
2,030   1,996 34
1,015   1,008 7
13,195   13,017 178
492   526 -34
49   54 -5
49   62 -13
295   385 -90
293   385 -92
147   128 19
660   967 -307
738   739 -1
158   142 16
579   523 56
137   201 -64
366   383 -17
137   203 -66
183   211 -28
503   591 -88
137   155 -18
595   684 -89
1,281   1,478 -197
122   88 34
122   75 47
2,928   2,341 587
122   108 14
7,075   5,661 1,414
610   621 -11
1,830   1,493 337
122   119 3
2,924   1,443 1,481
450   210 240
843   368 475
600   319 281
309   212 97
618   390 228
524   375 149
301   397 -96
349   282 67
504   358 146
614   511 103
465   379 86
55   47 8
27   24 3
55   46 9
293   276 17
294   276 18
589   211 378
549   211 338
592   211 381
954   977 -23
318   326 -8
418   323 95
1,393   1,077 316
76   26 50
153   72 81
229   134 95
1,865   1,048 817
110   61 49
165   90 75
110   63 47
1,194   1,201 -7
44   39 5
1,234   1,073 161
405   452 -47
450   397 53
523   397 126
620   615 5
208   164 44
1,217   1,261 -44
679   592 87
498   440 58
3,440   3,079 361
1,234   1,155 79
1,359   1,283 76
410   395 15
125   117 8
1,048   1,071 -23
310   349 -39
558   628 -70
527   600 -73
830   913 -83
351   379 -28
1,057   1,028 29
18   14 4
336   252 84
1     1
       
127   120 7
254   201 53
127   125 2
381   310 71
317   253 64
471   291 180
636   388 248
632   388 244
376   385 -9
612   508 104
903   685 218
201   150 51
1,202   1,045 157
70   65 5
139   131 8
139   141 -2
139   128 11
418   505 -87
418   519 -101
70   86 -16
502   635 -133
502   605 -103
349   454 -105
140   197 -57
140   215 -75
349   391 -42
70   89 -19
349   407 -58
1,039   1,076 -37
321   336 -15
482   493 -11
321   333 -12
161   167 -6
241   377 -136
161   157 4
241   236 5
643   1,045 -402
884   1,421 -537
241   366 -125
80   122 -42
80   110 -30
884   1,391 -507
402   569 -167
92   128 -36
184   203 -19
367   405 -38
367   408 -41
551   600 -49
459   659 -200
275   430 -155
918   1,023 -105
1,010   1,588 -578
92   140 -48
1,377   1,492 -115
139   136 3
695   825 -130
139   137 2
93   99 -6
324   349 -25
46   45 1
821   536 285
554   533 21
554   545 9
527   525 2
566   567 -1
128   133 -5
687   709 -22
533   470 63
449   470 -21
237   280 -43
1,187   1,435 -248
231   287 -56
1,047   898 149
118   143 -25
940   798 142
117   100 17
470   498 -28
587   640 -53
470   435 35
1,683   1,496 187
1,579   1,330 249
196   196  
226   226  
192   192  
268   268  
298   298  
346   346  
355   355  
394   394  
403   403  
418   418  
419   419  
370   370  
16   16  
15   15  
17   17  
21   21  
22   22  
28   28  
27   27  
30   30  
29   29  
32   32  
33   33  
2,346   2,292 54
27   27  
3   3  
2   2  
3   3  
20   20  
3   3  
7   7  
18   18  
3   3  
3   3  
44   44  
2   2  
645   607 38
6   6  
22   22  
24   24  
2   2  
21   21  
2   2  
2   2  
16   16  
2   2  
2   2  
2   2  
2   2  
3   3  
9   9  
7   7  
9   9  
10   10  
11   11  
9   9  
10   10  
13   13  
11   11  
15   15  
19   19  
15   15  
37   37  
2   2  
2   2  
2   2  
48   48  
2   2  
24   24  
2   2  
2   2  
2   2  
35   35  
2   2  
19   19  
17   17  
14   14  
35   35  
19   19  
37   37  
24   24  
24   24  
45   45  
57   57  
56   56  
45   45  
12   12  
9   9  
8   8  
13   13  
16   16  
16   16  
15   15  
22   22  
23   23  
25   25  
21   21  
1,740   1,627 113
19   19  
11   11  
13   13  
18   18  
21   21  
28   28  
27   27  
28   28  
39   39  
48   48  
61   61  
59   59  
46   46  
5   5  
8   8  
10   10  
10   10  
18   18  
20   20  
19   19  
34   34  
37   37  
43   43  
45   45  
30   30  
593   574 19
1,172   787 385
2,895   1,931 964
107   77 30
322   234 88
214   187 27
322   296 26
1,284   1,185 99
997   897 100
1,661   1,482 179
554   536 18
997   935 62
421   267 154
1,072   694 378
251   155 96
251   160 91
759   465 294
423   208 215
423   217 206
1,058   540 518
1,481   862 619
846   525 321
423   263 160
106   77 29
212   103 109
728   538 190
233   154 79
233   145 88
385   257 128
145   97 48
918   611 307
1,449   992 457
2,850   1,973 877
97   65 32
386   243 143
289   182 107
387   397 -10
135   103 32
1,128   1,027 101
481   441 40
722   658 64
344   368 -24
460   441 19
315   340 -25
148   131 17
295   299 -4
74   74  
37   34 3
36   34 2
146   141 5
36   53 -17
73   70 3
145   205 -60
73   85 -12
109   127 -18
73   80 -7
146   146  
36   36  
36   32 4
73   67 6
72   103 -31
72   63 9
381   267 114
470   514 -44
269   335 -66
67   88 -21
2,081   2,677 -596
537   631 -94
1,070   1,263 -193
67   79 -12
134   140 -6
1,320   1,403 -83
1,223   1,333 -110
129   169 -40
644   666 -22
563   484 79
1,139   1,505 -366
73   61 12
170   169 1
533   481 52
550   481 69
2,028   2,007 21
1,014   1,032 -18
1,014   1,031 -17
2,028   2,091 -63
1,014   1,027 -13
2,028   2,056 -28
1,014   1,029 -15
1,014   1,025 -11
17,242   17,422 -180
317   227 90
36   40 -4
144   165 -21
432   672 -240
396   477 -81
360   459 -99
396   650 -254
144   238 -94
108   178 -70
216   230 -14
108   151 -43
144   170 -26
324   353 -29
36   43 -7
108   160 -52
72   110 -38
144   225 -81
216   326 -110
36   54 -18
36   39 -3
112   106 6
812   1,575 -763
618   744 -126
44   53 -9
1,050   748 302
1,009   665 344
288   205 83
403   291 112
864   714 150
461   331 130
115   98 17
28   38 -10
28   34 -6
84   122 -38
28   38 -10
168   190 -22
112   87 25
112   136 -24
365   392 -27
197   224 -27
224   232 -8
112   123 -11
140   151 -11
678   438 240
335   219 116
976   656 320
312   220 92
937   656 281
156   107 49
624   447 177
468   330 138
624   446 178
628   448 180
314   292 22
1,257   1,306 -49
548   374 174
1,828   1,121 707
305   186 119
1,828   1,080 748
736   360 376
209   142 67
1,130   912 218
1,499   918 581
270   184 86
1,082   734 348
2,993   2,040 953
544   686 -142
272   228 44
544   575 -31
544   584 -40
544   674 -130
467   424 43
774   1,038 -264
678   897 -219
484   513 -29
194   186 8
77   59 18
617   474 143
771   596 175
308   238 70
463   358 105
77   57 20
232   213 19
1,006   934 72
1,625   1,502 123
155   114 41
851   826 25
696   670 26
619   597 22
309   255 54
387   317 70
262   116 146
1,043   464 579
785   348 437
1,072   463 609
791   348 443
524   529 -5
1,122   1,057 65
1,150   994 156
4,024   3,700 324
576   455 121
576   484 92
295   322 -27
751   312 439
1,608   882 726
1,501   886 615
1,716   1,006 710
1,384   755 629
2,422   1,275 1,147
1,615   886 729
1,105   506 599
138   61 77
414   187 227
426   338 88
675   652 23
587   556 31
109   87 22
736   532 204
503   451 52
506   455 51
1,145   1,142 3
523   494 29
362   342 20
1,287   1,065 222
1,093   963 130
262   228 34
132   114 18
44   35 9
750   674 76
88   83 5
44   40 4
431   360 71
33   39 -6
166   210 -44
132   163 -31
27   35 -8
2,480   2,686 -206
214   274 -60
576   486 90
151   70 81
530   239 291
91   35 56
365   130 235
839   584 255
839   582 257
336   234 102
95   105 -10
57   61 -4
66   61 5
76   64 12
284   277 7
104   125 -21
682   874 -192
504   501 3
721   715 6
72   73 -1
1,091   1,017 74
1,454   1,801 -347
114   121 -7
342   416 -74
456   616 -160
228   357 -129
584   546 38
1,747   1,655 92
699   655 44
466   494 -28
699   759 -60
466   450 16
1,281   1,201 80
451   264 187
451   196 255
1,089   595 494
121   75 46
242   136 106
48   62 -14
400   456 -56
1,199   1,368 -169
16   18 -2
64   46 18
208   200 8
1,396   1,523 -127
303   409 -106
1,451   1,328 123
454   420 34
882   757 125
699   588 111
499   391 108
1,236   967 269
38   31 7
1,938   1,586 352
38   30 8
1,312   1,088 224
1,650   553 1,097
893   276 617
124   95 29
37   60 -23
112   140 -28
769   1,186 -417
274   305 -31
411   499 -88
137   167 -30
1,143   1,018 125
549   509 40
3,864   4,070 -206
483   684 -201
305   266 39
3,140   1,234 1,906
412   168 244
1,922   759 1,163
412   161 251
289   112 177
289   125 164
1,863   749 1,114
318   389 -71
318   382 -64
324   457 -133
324   389 -65
468   486 -18
94   116 -22
103   116 -13
412   458 -46
1,012   1,064 -52
819   974 -155
1,511   1,819 -308
793   911 -118
397   455 -58
718   859 -141
359   429 -70
666   846 -180
308   367 -59
364   429 -65
1,417   771 646
1,294   674 620
651   289 362
474   193 281
1,536   1,651 -115
1,078   1,016 62
701   640 61
953   718 235
708   300 408
354   147 207
645   300 345
1,612   899 713
645   366 279
1,245   1,265 -20
311   204 107
623   366 257
909   1,140 -231
2,728   2,847 -119
909   805 104
909   811 98
1,053   1,451 -398
1,111   1,041 70
339   106 233
203   67 136
265   177 88
794   479 315
892   531 361
27   45 -18
107   85 22
80   78 2
27   31 -4
80   108 -28
27   32 -5
27   39 -12
294   456 -162
508   777 -269
107   115 -8
267   381 -114
892   995 -103
132   146 -14
2,770   1,333 1,437
1,408   666 742
174   96 78
1,047   571 476
344   294 50
172   127 45
1,719   1,230 489
860   480 380
860   763 97
1,386   954 432
693   604 89
693   605 88
372   303 69
372   306 66
375   313 62
1,454   1,254 200
358   315 43
2,025   1,946 79
337   315 22
675   480 195
1,350   1,128 222
675   587 88
265   154 111
88   53 35
88   52 36
265   153 112
354   186 168
442   214 228
177   132 45
177   139 38
88   56 32
796   478 318
168   164 4
252   191 61
252   226 26
337   324 13
505   490 15
505   408 97
168   150 18
252   216 36
2,250   1,875 375
956   793 163
372   288 84
290   169 121
904   1,152 -248
151   207 -56
301   374 -73
151   180 -29
122   103 19
1,041   1,074 -33
416   389 27
970   827 143
970   839 131
139   209 -70
1,386   2,302 -916
554   986 -432
361   358 3
2,074   1,792 282
454   358 96
1,782   1,518 264
1,783   1,472 311
1,081   881 200
2,108   2,058 50
1,052   1,029 23
296   336 -40
140   131 9
558   1,026 -468
884   1,607 -723
934   349 585
520   197 323
416   155 261
631   237 394
526   200 326
1,247   480 767
1,146   450 696
208   118 90
742   412 330
548   294 254
219   142 77
2,539   2,226 313
3,364   2,711 653
904   780 124
407   134 273
97   76 21
1,168   1,389 -221
971   791 180
680   547 133
285   198 87
171   118 53
456   325 131
399   335 64
767   793 -26
73   76 -3
255   264 -9
382   378 4
76   78 -2
744   735 9
574   490 84
455   343 112
1,213   1,017 196
1,137   919 218
2,636   3,001 -365
976   1,098 -122
195   204 -9
293   246 47
484   484  
230   108 122
77   28 49
572   450 122
208   162 46
364   288 76
260   209 51
288   257 31
709   711 -2
994   812 182
834   677 157
361   272 89
541   412 129
541   411 130
541   412 129
541   409 132
361   269 92
1,443   1,083 360
1,082   845 237
178   134 44
711   585 126
178   198 -20
1,066   1,140 -74
533   563 -30
1,071   905 166
357   396 -39
1,249   1,344 -95
1,460   1,465 -5
665   527 138
643   682 -39
82   88 -6
560   590 -30
113   101 12
211   187 24
569   453 116
68   55 13
117   104 13
59   49 10
235   220 15
176   167 9
294   241 53
176   166 10
587   443 144
294   142 152
59   30 29
117   78 39
646   536 110
59   55 4
176   140 36
282   248 34
347   279 68
77   65 12
1,419   1,158 261
466   348 118
58   43 15
2,673   2,968 -295
497   559 -62
5,467   6,152 -685
745   709 36
313   157 156
939   474 465
452   228 224
729   372 357
139   72 67
457   214 243
762   342 420
1,131   498 633
554   513 41
697   270 427
139   53 86
313   273 40
1,074   569 505
576   277 299
450   205 245
384   345 39
391   345 46
709   689 20
1,397   1,052 345
332   254 78
107   129 -22
534   644 -110
961   1,167 -206
1,267   1,421 -154
949   1,082 -133
1,581   1,949 -368
1,054   1,292 -238
316   386 -70
1,045   1,207 -162
731   665 66
105   120 -15
1,534   1,286 248
59   50 9
477   350 127
145   148 -3
24   25 -1
719   664 55
1,354   1,213 141
717   693 24
656   520 136
615   518 97
596   526 70
795   703 92
398   345 53
398   353 45
803   614 189
2,209   1,895 314
1,406   1,123 283
402   342 60
402   373 29
639   658 -19
639   654 -15
1,278   1,316 -38
549   522 27
527   86 441
1,458   1,122 336
466   423 43
516   452 64
1,193   1,131 62
254   152 102
763   440 323
763   436 327
254   146 108
586   323 263
644   323 321
606   235 371
34   13 21
404   179 225
34   22 12
168   120 48
67   93 -26
303   327 -24
67   56 11
2,105   2,002 103
1,050   1,001 49
2,477   2,405 72
1,529   1,482 47
162   168 -6
485   567 -82
1,347   1,278 69
216   213 3
377   441 -64
120   116 4
479   555 -76
849   334 515
5   2 3
2,405   1,563 842
819   535 284
2,200   1,461 739
102   80 22
55   37 18
110   76 34
552   345 207
718   408 310
55   31 24
276   168 108
60   50 10
300   251 49
180   123 57
120   75 45
240   158 82
360   252 108
60   39 21
420   263 157
120   84 36
184   151 33
123   105 18
350   206 144
875   526 349
697   418 279
174   103 71
500   324 176
1,001   658 343
333   216 117
167   108 59
359   216 143
1,223   1,129 94
1,223   1,089 134
3,668   3,017 651
1,223   1,212 11
2,445   2,298 147
1,223   1,141 82
12,227   11,514 713
2,445   2,353 92
9,777   8,862 915
2,173   1,945 228
1,086   981 105
2,173   1,917 256
2,002   2,001 1
24,455   23,962 493
1,061   1,020 41
2,124   2,041 83
1,010   993 17
14,137   13,946 191
2,012   1,999 13
1,006   1,000 6
301   295 6
938   397 541
1,408   595 813
939   451 488
675   371 304
450   234 216
1,381   742 639
450   235 215
1,744   936 808
218   133 85
652   398 254
870   647 223
232   171 61
464   324 140
1,177   686 491
1,212   1,097 115
121   130 -9
61   44 17
61   74 -13
436   437 -1
471   437 34
486   191 295
1,134   262 872
1,053   264 789
81   29 52
648   396 252
405   242 163
81   62 19
324   281 43
243   204 39
81   93 -12
405   397 8
676   635 41
507   440 67
922   639 283
115   81 34
230   160 70
660   406 254
265   162 103
268   162 106
442   244 198
294   158 136
673   606 67
32   39 -7
1,539   448 1,091
537   149 388
711   199 512
1,756   551 1,205
1,117   330 787
186   62 124
74   191 -117
147   258 -111
166   319 -153
239   427 -188
313   596 -283
74   133 -59
239   437 -198
92   353 -261
92   300 -208
37   88 -51
74   207 -133
74   179 -105
74   102 -28
295   521 -226
110   118 -8
54   55 -1
54   52 2
54   52 2
163   150 13
54   65 -11
109   148 -39
54   97 -43
109   228 -119
109   202 -93
217   213 4
467   335 132
725   502 223
1,569   2,397 -828
162   248 -86
109   109  
327   329 -2
818   848 -30
327   344 -17
436   456 -20
164   154 10
55   62 -7
218   187 31
1,083   757 326
1,496   1,402 94
1,339   1,184 155
159   106 53
1,110   1,195 -85
476   446 30
672   562 110
545   375 170
254   187 67
190   145 45
127   106 21
190   151 39
522   506 16
1,171   977 194
786   526 260
1,001   676 325
1,210   826 384
660   441 219
988   661 327
404   220 184
135   73 62
304   237 67
810   586 224
314   237 77
105   78 27
833   692 141
555   469 86
924   1,096 -172
1,018   1,001 17
831   757 74
93   84 9
1,650   1,299 351
860   327 533
129   41 88
517   187 330
513   165 348
750   248 502
841   289 552
502   165 337
47   31 16
373   1,012 -639
318   365 -47
159   180 -21
1,113   1,255 -142
371   424 -53
106   121 -15
424   484 -60
665   729 -64
388   472 -84
443   522 -79
665   698 -33
704   739 -35
757   676 81
89   80 9
134   127 7
181   143 38
90   85 5
878   714 164
175   143 32
87   72 15
988   832 156
298   253 45
446   362 84
312   256 56
961   695 266
152   135 17
1,112   805 307
1,148   1,054 94
306   278 28
1,272   932 340
351   278 73
756   578 178
462   332 130
1,515   1,471 44
1,143   981 162
572   492 80
762   654 108
385   328 57
210   164 46
210   167 43
423   290 133
738   461 277
1,072   746 326
1,945   1,333 612
1,221   815 406
103   93 10
692   902 -210
125   109 16
573   550 23
424   407 17
497   414 83
557   385 172
236   148 88
575   385 190
408   266 142
175   118 57
1,006   680 326
375   237 138
140   89 51
578   385 193
596   355 241
337   207 130
406   328 78
435   444 -9
401   264 137
887   725 162
452   615 -163
735   566 169
170   113 57
34   34  
56   35 21
56   47 9
56   30 26
56   33 23
56   56  
501   570 -69
111   73 38
501   449 52
501   448 53
56   47 9
56   43 13
111   103 8
111   102 9
445   474 -29
501   539 -38
56   54 2
56   55 1
157   218 -61
274   313 -39
143   182 -39
117   145 -28
248   307 -59
78   102 -24
65   96 -31
13   17 -4
13   14 -1
26   34 -8
52   67 -15
104   150 -46
325   392 -67
351   507 -156
143   175 -32
156   206 -50
364   477 -113
293   160 133
617   397 220
154   98 56
496   297 199
814   1,597 -783
92   138 -46
370   537 -167
935   638 297
      284
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2
b       -52
c       -16
d       -197
e       -52
      -6
      -200
      45
      114
      64
      291
      25
      134
      163
      105
      192
      100
      69
      34
      -54
      -51
      -53
      -112
      -121
      -71
      -46
      -19
      -190
      34
      303
      599
      -211
      -6
      7
      52
      3
      54
      -5
      13
      7
      -46
      -10
      -8
      -54
      -19
      -108
      -117
      -149
      -244
      18
      73
      -144
      -130
      -85
      -49
      -155
      -166
      -165
      -89
      -199
      135
      179
      88
      74
      111
      98
      67
      33
      66
      14
      533
      541
      675
      579
      588
      720
      233
      2,552
      98
      48
      97
      9
      42
      60
      375
      122
      126
      261
      127
      139
      106
      90
      303
      41
      175
      366
      170
      84
      156
      139
      265
      465
      499
      994
      119
      155
      653
      283
      356
      272
      672
      49
      284
      746
      -63
      63
      83
      14
      10
      41
      63
      22
      24
      66
      14
      67
      76
      17
      -175
      -232
      -130
      -137
      -54
      245
      120
      63
      -222
      27
      -36
      -68
      -171
      -5
      -189
      44
      46
      -24
      -84
      -29
      -311
      -1
      -29
      -66
      -32
      -16
      -22
      -20
       
      -12
      11
      2
      65
      26
      -29
      -20
      -103
      -119
      -12
      -40
      17
       
      -8
      -45
      -35
      -22
      -5
      50
      48
      392
      358
      33
      34
      68
      194
      118
      82
      47
      92
      81
      237
      21
      11
      161
      -21
      -117
      -130
      -76
      17
      34
      11
      -62
      -46
      -31
      -102
      -274
      -34
      -57
      -76
      -9
      -167
      -363
      50
      191
      107
      102
      28
      -32
      141
      6
      13
      -129
      -10
      86
      84
      -17
      -108
      -101
      -295
      -45
      289
      71
      64
      1,288
      118
      97
      39
      67
      109
      66
      154
      37
      183
      51
      25
      -28
      -266
      -137
      1,816
      -110
      -89
      -453
      -30
      123
      913
      251
      393
      122
      37
      589
      187
      373
      804
      243
      879
      586
      -3
      29
      -68
      -53
      -37
      -236
      -130
      -242
      -1,215
      -259
      -46
      -58
      -116
      -618
      3
      1
      -128
      34
      7
      178
      -34
      -5
      -13
      -90
      -92
      19
      -307
      -1
      16
      56
      -64
      -17
      -66
      -28
      -88
      -18
      -89
      -197
      34
      47
      587
      14
      1,414
      -11
      337
      3
      1,481
      240
      475
      281
      97
      228
      149
      -96
      67
      146
      103
      86
      8
      3
      9
      17
      18
      378
      338
      381
      -23
      -8
      95
      316
      50
      81
      95
      817
      49
      75
      47
      -7
      5
      161
      -47
      53
      126
      5
      44
      -44
      87
      58
      361
      79
      76
      15
      8
      -23
      -39
      -70
      -73
      -83
      -28
      29
      4
      84
      1
       
      7
      53
      2
      71
      64
      180
      248
      244
      -9
      104
      218
      51
      157
      5
      8
      -2
      11
      -87
      -101
      -16
      -133
      -103
      -105
      -57
      -75
      -42
      -19
      -58
      -37
      -15
      -11
      -12
      -6
      -136
      4
      5
      -402
      -537
      -125
      -42
      -30
      -507
      -167
      -36
      -19
      -38
      -41
      -49
      -200
      -155
      -105
      -578
      -48
      -115
      3
      -130
      2
      -6
      -25
      1
      285
      21
      9
      2
      -1
      -5
      -22
      63
      -21
      -43
      -248
      -56
      149
      -25
      142
      17
      -28
      -53
      35
      187
      249
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      54
       
       
       
       
       
       
       
       
       
       
       
       
      38
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      113
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      19
      385
      964
      30
      88
      27
      26
      99
      100
      179
      18
      62
      154
      378
      96
      91
      294
      215
      206
      518
      619
      321
      160
      29
      109
      190
      79
      88
      128
      48
      307
      457
      877
      32
      143
      107
      -10
      32
      101
      40
      64
      -24
      19
      -25
      17
      -4
       
      3
      2
      5
      -17
      3
      -60
      -12
      -18
      -7
       
       
      4
      6
      -31
      9
      114
      -44
      -66
      -21
      -596
      -94
      -193
      -12
      -6
      -83
      -110
      -40
      -22
      79
      -366
      12
      1
      52
      69
      21
      -18
      -17
      -63
      -13
      -28
      -15
      -11
      -180
      90
      -4
      -21
      -240
      -81
      -99
      -254
      -94
      -70
      -14
      -43
      -26
      -29
      -7
      -52
      -38
      -81
      -110
      -18
      -3
      6
      -763
      -126
      -9
      302
      344
      83
      112
      150
      130
      17
      -10
      -6
      -38
      -10
      -22
      25
      -24
      -27
      -27
      -8
      -11
      -11
      240
      116
      320
      92
      281
      49
      177
      138
      178
      180
      22
      -49
      174
      707
      119
      748
      376
      67
      218
      581
      86
      348
      953
      -142
      44
      -31
      -40
      -130
      43
      -264
      -219
      -29
      8
      18
      143
      175
      70
      105
      20
      19
      72
      123
      41
      25
      26
      22
      54
      70
      146
      579
      437
      609
      443
      -5
      65
      156
      324
      121
      92
      -27
      439
      726
      615
      710
      629
      1,147
      729
      599
      77
      227
      88
      23
      31
      22
      204
      52
      51
      3
      29
      20
      222
      130
      34
      18
      9
      76
      5
      4
      71
      -6
      -44
      -31
      -8
      -206
      -60
      90
      81
      291
      56
      235
      255
      257
      102
      -10
      -4
      5
      12
      7
      -21
      -192
      3
      6
      -1
      74
      -347
      -7
      -74
      -160
      -129
      38
      92
      44
      -28
      -60
      16
      80
      187
      255
      494
      46
      106
      -14
      -56
      -169
      -2
      18
      8
      -127
      -106
      123
      34
      125
      111
      108
      269
      7
      352
      8
      224
      1,097
      617
      29
      -23
      -28
      -417
      -31
      -88
      -30
      125
      40
      -206
      -201
      39
      1,906
      244
      1,163
      251
      177
      164
      1,114
      -71
      -64
      -133
      -65
      -18
      -22
      -13
      -46
      -52
      -155
      -308
      -118
      -58
      -141
      -70
      -180
      -59
      -65
      646
      620
      362
      281
      -115
      62
      61
      235
      408
      207
      345
      713
      279
      -20
      107
      257
      -231
      -119
      104
      98
      -398
      70
      233
      136
      88
      315
      361
      -18
      22
      2
      -4
      -28
      -5
      -12
      -162
      -269
      -8
      -114
      -103
      -14
      1,437
      742
      78
      476
      50
      45
      489
      380
      97
      432
      89
      88
      69
      66
      62
      200
      43
      79
      22
      195
      222
      88
      111
      35
      36
      112
      168
      228
      45
      38
      32
      318
      4
      61
      26
      13
      15
      97
      18
      36
      375
      163
      84
      121
      -248
      -56
      -73
      -29
      19
      -33
      27
      143
      131
      -70
      -916
      -432
      3
      282
      96
      264
      311
      200
      50
      23
      -40
      9
      -468
      -723
      585
      323
      261
      394
      326
      767
      696
      90
      330
      254
      77
      313
      653
      124
      273
      21
      -221
      180
      133
      87
      53
      131
      64
      -26
      -3
      -9
      4
      -2
      9
      84
      112
      196
      218
      -365
      -122
      -9
      47
       
      122
      49
      122
      46
      76
      51
      31
      -2
      182
      157
      89
      129
      130
      129
      132
      92
      360
      237
      44
      126
      -20
      -74
      -30
      166
      -39
      -95
      -5
      138
      -39
      -6
      -30
      12
      24
      116
      13
      13
      10
      15
      9
      53
      10
      144
      152
      29
      39
      110
      4
      36
      34
      68
      12
      261
      118
      15
      -295
      -62
      -685
      36
      156
      465
      224
      357
      67
      243
      420
      633
      41
      427
      86
      40
      505
      299
      245
      39
      46
      20
      345
      78
      -22
      -110
      -206
      -154
      -133
      -368
      -238
      -70
      -162
      66
      -15
      248
      9
      127
      -3
      -1
      55
      141
      24
      136
      97
      70
      92
      53
      45
      189
      314
      283
      60
      29
      -19
      -15
      -38
      27
      441
      336
      43
      64
      62
      102
      323
      327
      108
      263
      321
      371
      21
      225
      12
      48
      -26
      -24
      11
      103
      49
      72
      47
      -6
      -82
      69
      3
      -64
      4
      -76
      515
      3
      842
      284
      739
      22
      18
      34
      207
      310
      24
      108
      10
      49
      57
      45
      82
      108
      21
      157
      36
      33
      18
      144
      349
      279
      71
      176
      343
      117
      59
      143
      94
      134
      651
      11
      147
      82
      713
      92
      915
      228
      105
      256
      1
      493
      41
      83
      17
      191
      13
      6
      6
      541
      813
      488
      304
      216
      639
      215
      808
      85
      254
      223
      61
      140
      491
      115
      -9
      17
      -13
      -1
      34
      295
      872
      789
      52
      252
      163
      19
      43
      39
      -12
      8
      41
      67
      283
      34
      70
      254
      103
      106
      198
      136
      67
      -7
      1,091
      388
      512
      1,205
      787
      124
      -117
      -111
      -153
      -188
      -283
      -59
      -198
      -261
      -208
      -51
      -133
      -105
      -28
      -226
      -8
      -1
      2
      2
      13
      -11
      -39
      -43
      -119
      -93
      4
      132
      223
      -828
      -86
       
      -2
      -30
      -17
      -20
      10
      -7
      31
      326
      94
      155
      53
      -85
      30
      110
      170
      67
      45
      21
      39
      16
      194
      260
      325
      384
      219
      327
      184
      62
      67
      224
      77
      27
      141
      86
      -172
      17
      74
      9
      351
      533
      88
      330
      348
      502
      552
      337
      16
      -639
      -47
      -21
      -142
      -53
      -15
      -60
      -64
      -84
      -79
      -33
      -35
      81
      9
      7
      38
      5
      164
      32
      15
      156
      45
      84
      56
      266
      17
      307
      94
      28
      340
      73
      178
      130
      44
      162
      80
      108
      57
      46
      43
      133
      277
      326
      612
      406
      10
      -210
      16
      23
      17
      83
      172
      88
      190
      142
      57
      326
      138
      51
      193
      241
      130
      78
      -9
      137
      162
      -163
      169
      57
       
      21
      9
      26
      23
       
      -69
      38
      52
      53
      9
      13
      8
      9
      -29
      -38
      2
      1
      -61
      -39
      -39
      -28
      -59
      -24
      -31
      -4
      -1
      -8
      -15
      -46
      -67
      -156
      -32
      -50
      -113
      133
      220
      56
      199
      -783
      -46
      -167
      297
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 115,200
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 85,900 2,092,549 0.04105
2017 84,038 1,922,290 0.043718
2016 81,474 1,670,161 0.048782
2015 76,038 1,637,149 0.046445
2014 66,710 1,555,086 0.042898
2
Total of line 1, column (d) .....................
2
0.222893
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.044579
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
2,267,881
5
Multiply line 4 by line 3......................
5
101,100
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
1,478
7
Add lines 5 and 6........................
7
102,578
8
Enter qualifying distributions from Part XII, line 4,.............
8
112,213
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,478
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,478
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,478
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 2,832
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,832
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,354
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,354 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbullet114 WEST 47TH STREET NY8-114-07-07NEW YORKNY ZIP+4bullet100361510
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THOMAS MITCHELL PRESIDENT
    1
    0    
    6120 JEFFRIES ROAD
    EASTON,MD21601
    MARIA MITCHELL SECRETARY
    1
    0    
    6120 JEFFRIES ROAD
    EASTON,MD21601
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,256,654
    b
    Average of monthly cash balances.......................
    1b
    45,763
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,302,417
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,302,417
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    34,536
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,267,881
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    113,394
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    113,394
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,478
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,478
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    111,916
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    111,916
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    111,916
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    112,213
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    112,213
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    1,478
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    110,735
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2018
    (c)
    2018
    (d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 111,916
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 95,767
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 112,213
    a Applied to 2018, but not more than line 2a 95,767
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 16,446
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    95,470
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    SAINT PETER AND PAUL SCHOOLS
    900 HIGH STREET
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 15,000
    ST PETER AND PAUL CHURCH
    1210 S WASHINGTON ST
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 9,800
    SOCIETY OF ST VICENT DE PAUL
    58 PROGRESS PARKWAY
    MARYLAND HEIGHTS,MO63043
    NONE PC UNRESTRICTED GENERAL 1,000
    NATIONAL BRAIN TUMOR SOCIETY
    55 CHAPEL STREET
    NEWTON,MA02458
    NONE PC UNRESTRICTED GENERAL 1,000
    WELLS FOR LIFE INTERNATIONAL
    16 CAMPUS BLVD
    NEWTON SQUARE,PA19073
    NONE PC UNRESTRICTED GENERAL 2,000
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE
    CHICAGO,IL60601
    NONE PC UNRESTRICTED GENERAL 2,500
    FRIENDS OF CEDAR LANE INC
    2268 CEDAR LANE COURT
    LEONARDTOWN,MD20650
    NONE PC UNRESTRICTED GENERAL 2,500
    BOYS SCOUTS OF AMERICA
    1325 W WALNUT HILL
    IRVING,TX75038
    NONE PC UNRESTRICTED GENERAL 1,000
    EASTON DAY CARE
    AKA CRITCHLOW ADKINS CTR
    133 N WASHINGTON ST
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 500
    WATERFOWL CHESAPEAKE INC
    40S HARRISION STREET
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 200
    DELMARVA NESTING FOUNDATION
    6480 LOCUST GROVE RD
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 200
    CATHOLIC DIOCESE OF WILMINGTON
    1925 DELEWARE AVE
    WILMINGTON AVE,DE19806
    NONE PC UNRESTRICTED GENERAL 10,000
    LITTLE SISTERS OF THE POOR
    185 SALEM CHURCH ROAD
    NEWARK,DE19713
    NONE PC UNRESTRICTED GENERAL 5,000
    BETHANY BEACH VOLUNTEER
    PO BOX 950
    BETHANY BEACH,DE19930
    NONE PC UNRESTRICTED GENERAL 300
    WASHINGTON COLLEGE
    300 WASHINGTON AVE
    CHESTERTOWN,MD21620
    NONE PC UNRESTRICTED GENERAL 3,500
    TALBOT HUMANE CO
    7894 OCEAN GTWY
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 3,500
    YMCA OF THE CHESAPEAKE
    202 PEACH BLOSSOM LANE
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 1,000
    COASTAL HOSPICE INC
    PO BOX 1733
    SALISBURY,MD21802
    NONE PC UNRESTRICTED GENERAL 400
    MEMORIAL HOSPITAL FOUNDATION
    121 FEDERAL STREET
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 5,000
    TALBOT COUNTY PARAMEDICS
    FOUNDATION INC
    PO BOX 2237
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 5,000
    OCEAN CITY VOLUNTEER FIRE
    1409 PHILADELPHIA AVE
    OCEAN CITY,MD21842
    NONE PC UNRESTRICTED GENERAL 300
    MID SHORE COMMUNITY
    FOUNDAITON
    102 E DOVER STREET
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 2,500
    HABITAT FOR HUMANITY
    PO BOX 2366
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 19,305
    THE AVALON FOUNDATION INC
    40 E DOVER STREET
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERAL 2,000
    HISTORICAL SOCIETY OF TALBOT
    25 S WASHINGTON ST
    EASTON,MD21601
    NONE PC UNRESTRICTED GENERALSUPPORT 300
    ST JUDE CHILDRENS RESEARCH
    HOSPITAL INC
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105
    NONE PC UNRESTRICTED GENERAL 2,000
    Total .................................bullet 3a 95,805
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 56,443  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 115,200  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   171,643  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    171,643
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


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    Form 990-PF (2019)
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