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 08-01-2019 , and ending 07-31-2020
Name of foundation
GERTIE F MARX PRIVATE FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

20-3278852
B Telephone number (see instructions)

(609) 274-6834
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$3,064,582
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 68,270 68,033  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 295,486
b Gross sales price for all assets on line 6a 3,119,931
7 Capital gain net income (from Part IV, line 2)... 295,486
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)....... 1,911    
12 Total. Add lines 1 through 11........ 365,667 363,519  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 63,685 25,474   38,211
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).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,221 1,851   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)....... 577 577    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,483 27,902 0 38,211
25 Contributions, gifts, grants paid....... 151,900 151,900
26 Total expenses and disbursements. Add lines 24 and 25 219,383 27,902 0 190,111
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 146,284
b Net investment income (if negative, enter -0-) 335,617
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............. 242 330 330
2 Savings and temporary cash investments......... 117,233 89,045 89,045
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)      
b Investments—corporate stock (attach schedule)....... 1,230,245 Click to see attachment1,114,743 1,322,200
c Investments—corporate bonds (attach schedule)....... 413,264 Click to see attachment699,157 713,575
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 915,365 Click to see attachment918,492 939,432
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) 2,676,349 2,821,767 3,064,582
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........ 2,676,349 2,821,767
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)..... 2,676,349 2,821,767
30 Total liabilities and net assets/fund balances (see instructions). 2,676,349 2,821,767
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
2,676,349
2
Enter amount from Part I, line 27a .....................
2
146,284
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,190
4
Add lines 1, 2, and 3 ..........................
4
2,823,823
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,056
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,821,767
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 2. ALCON SA ACT NOM   2019-04-15 2019-08-01
b 14. EMERSON ELECTRIC CO   2018-10-05 2019-08-02
c 3. EMERSON ELECTRIC CO   2018-10-08 2019-08-02
d 9000. U.S. TREASURY NOTE   2019-06-10 2019-08-02
e 9. EMERSON ELECTRIC CO   2018-10-17 2019-08-05
11. EMERSON ELECTRIC CO   2018-10-08 2019-08-05
3. EMERSON ELECTRIC CO   2018-10-05 2019-08-05
1. ILLUMINA INC   2017-08-02 2019-08-05
2. SEA LTD   2018-11-12 2019-08-05
52. SEA LTD   2017-12-04 2019-08-05
3. PTC INC SHS   2019-03-25 2019-08-06
9. PTC INC SHS   2019-04-22 2019-08-06
147. PING AN INSURANCE GROUP CO OF CHINA LTD   2018-05-23 2019-08-06
6. XILINX INC   2019-03-04 2019-08-07
1. XILINX INC   2019-03-12 2019-08-07
5. XILINX INC   2019-02-21 2019-08-07
5. DIAGEO PLC SPON ADR NEW   2018-09-17 2019-08-08
5. MICROSOFT CORP COM   2015-11-18 2019-08-08
12. ORACLE CORP   2017-05-17 2019-08-08
7. XILINX INC   2019-02-21 2019-08-09
7. XILINX INC   2019-05-16 2019-08-09
4. IAA INC REG SHS WHEN   2018-06-19 2019-08-12
1. IAA INC REG SHS WHEN   2018-05-17 2019-08-12
1. IAA INC REG SHS WHEN   2018-06-20 2019-08-12
3. IAA INC REG SHS WHEN   2018-06-21 2019-08-12
2. IAA INC REG SHS WHEN   2018-06-22 2019-08-12
8. PAYPAL HOLDINGS INC SHS   2017-10-20 2019-08-12
2. PAYPAL HOLDINGS INC SHS   2017-11-29 2019-08-12
7. UNION PACIFIC CORP   2017-12-04 2019-08-12
1. IAA INC REG SHS WHEN   2018-06-20 2019-08-13
3. IAA INC REG SHS WHEN   2018-06-22 2019-08-13
4. IAA INC REG SHS WHEN   2018-06-21 2019-08-13
4. IAA INC REG SHS WHEN   2018-06-19 2019-08-13
1. IAA INC REG SHS WHEN   2018-05-17 2019-08-13
1. TAIWAN SEMICONDUCTOR ADR   2018-09-10 2019-08-14
19. TAIWAN SEMICONDUCTOR ADR   2018-09-07 2019-08-14
12. EMERSON ELECTRIC CO   2018-10-16 2019-08-15
9. EMERSON ELECTRIC CO   2018-10-31 2019-08-15
1. EMERSON ELECTRIC CO   2018-10-17 2019-08-15
1. IAA INC REG SHS WHEN   2018-05-17 2019-08-15
7. IAA INC REG SHS WHEN   2018-05-14 2019-08-15
26. SUNTRUST BANKS INC   2016-06-24 2019-08-15
41. TAIWAN SEMICONDUCTOR ADR   2018-09-07 2019-08-15
2. TAIWAN SEMICONDUCTOR ADR   2018-09-10 2019-08-15
11. TENCENT HOLDINGS LTD ADR   2017-07-21 2019-08-15
3. TENCENT HOLDINGS LTD ADR   2017-08-29 2019-08-15
7. EMERSON ELECTRIC CO   2018-11-02 2019-08-16
8. EMERSON ELECTRIC CO   2018-11-01 2019-08-16
8. EMERSON ELECTRIC CO   2018-10-31 2019-08-16
8. IAA INC REG SHS WHEN   2018-05-14 2019-08-16
3. IAA INC REG SHS WHEN   2018-05-17 2019-08-16
24. TENCENT HOLDINGS LTD ADR   2017-07-21 2019-08-16
9. CENTENE CORP   2015-06-16 2019-08-19
22. CENTENE CORP   2015-06-16 2019-08-19
2. EMERSON ELECTRIC CO   2018-11-02 2019-08-19
2. IAA INC REG SHS WHEN   2018-05-17 2019-08-19
5. IAA INC REG SHS WHEN   2018-05-14 2019-08-19
1. HONEYWELL INTERNATIONAL INC   2011-04-06 2019-08-20
6. HONEYWELL INTERNATIONAL INC   2019-01-18 2019-08-20
1. HONEYWELL INTERNATIONAL INC   2013-02-05 2019-08-20
7. HONEYWELL INTERNATIONAL INC   2017-12-11 2019-08-20
1. HONEYWELL INTERNATIONAL INC   2017-08-29 2019-08-20
4. NOVARTIS AG SPNSRD ADR   2018-10-16 2019-08-20
1. SUNCOR ENERGY INC   2016-10-14 2019-08-20
16. SUNCOR ENERGY INC   2016-08-11 2019-08-20
6. SUNCOR ENERGY INC   2016-08-10 2019-08-20
1. SUNCOR ENERGY INC   2016-08-09 2019-08-20
13. TAIWAN SEMICONDUCTOR ADR   2017-01-20 2019-08-20
35. TAIWAN SEMICONDUCTOR ADR   2017-01-23 2019-08-20
1. 3M CO   2018-08-16 2019-08-20
2. 3M CO   2017-03-10 2019-08-20
2. 3M CO   2018-05-08 2019-08-20
590. AMBEV SA SHS ADR   2019-01-15 2019-08-21
2. DIAGEO PLC SPON ADR NEW   2018-09-17 2019-08-21
3. DIAGEO PLC SPON ADR NEW   2018-09-14 2019-08-21
2. LOCKHEED MARTIN CORP   2015-02-09 2019-08-21
23. NESTLE S A SPONSORED ADR   2019-04-25 2019-08-21
2. NORTHROP GRUMMAN CORP   2009-08-05 2019-08-21
7. NOVARTIS AG SPNSRD ADR   2018-10-17 2019-08-21
8. NOVARTIS AG SPNSRD ADR   2018-10-18 2019-08-21
3. ONEOK INC   2018-08-07 2019-08-21
8. ONEOK INC   2018-08-06 2019-08-21
6. SUNCOR ENERGY INC   2016-10-14 2019-08-21
10. SUNCOR ENERGY INC   2016-10-17 2019-08-21
3. SUNCOR ENERGY INC   2016-10-18 2019-08-21
16. ASML HLDG NV NY REG SHS   2019-04-25 2019-08-21
4. DIAGEO PLC SPON ADR NEW   2018-09-17 2019-08-22
1. KONINKLIJKE PHILIPS NV   2016-11-11 2019-08-22
1. KONINKLIJKE PHILIPS NV   2017-08-29 2019-08-22
42. NESTLE S A SPONSORED ADR   2019-04-25 2019-08-22
2. KONINKLIJKE PHILIPS NV   2017-08-29 2019-08-23
21. KONINKLIJKE PHILIPS NV   2016-11-11 2019-08-23
6. VULCAN MATERIALS CO   2019-01-31 2019-08-27
2. DOMINO S PIZZA INC   2019-01-24 2019-08-28
2. DOMINO S PIZZA INC   2017-06-22 2019-08-28
6. UNION PACIFIC CORP   2017-12-04 2019-08-28
3. DOLLAR GENERAL CORP   2015-12-17 2019-09-03
3. DOLLAR GENERAL CORP   2015-04-20 2019-09-03
1. NOVO NORDISK A/S ADR   2018-01-17 2019-09-05
4. NOVO NORDISK A/S ADR   2017-10-18 2019-09-05
2. TAIWAN SEMICONDUCTOR ADR   2017-08-29 2019-09-05
6. TAIWAN SEMICONDUCTOR ADR   2017-03-10 2019-09-05
1. TAIWAN SEMICONDUCTOR ADR   2017-03-08 2019-09-05
12. TAIWAN SEMICONDUCTOR ADR   2018-09-10 2019-09-05
1. JOHNSON CTLS INTL PLC   2018-08-07 2019-09-05
5. JOHNSON CTLS INTL PLC   2018-08-08 2019-09-05
32. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-01-18 2019-09-05
1. NOVO NORDISK A/S ADR   2018-01-17 2019-09-06
10. NOVO NORDISK A/S ADR   2017-10-18 2019-09-06
1. TAIWAN SEMICONDUCTOR ADR   2017-03-08 2019-09-06
1. TAIWAN SEMICONDUCTOR ADR   2017-08-29 2019-09-06
4. TAIWAN SEMICONDUCTOR ADR   2017-03-10 2019-09-06
7. TAIWAN SEMICONDUCTOR ADR   2018-09-10 2019-09-06
1000. U.S. TREASURY BOND   2010-04-21 2019-09-06
4000. U.S. TREASURY BOND   2011-02-08 2019-09-06
2000. U.S. TREASURY BOND   2013-07-23 2019-09-06
2000. U.S. TREASURY BOND   2012-03-06 2019-09-06
1000. U.S. TREASURY BOND   2017-08-30 2019-09-06
1000. U.S. TREASURY BOND   2014-09-22 2019-09-06
4. JOHNSON CTLS INTL PLC   2018-08-07 2019-09-06
9. JOHNSON CTLS INTL PLC   2018-08-08 2019-09-06
18. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-01-18 2019-09-06
34. MARVELL TECHNOLOGY GROUP LTD 0.002   2019-01-22 2019-09-06
3. IAA INC REG SHS WHEN   2018-04-03 2019-09-09
1. IAA INC REG SHS WHEN   2018-05-14 2019-09-09
12. NOVO NORDISK A/S ADR   2017-10-18 2019-09-09
7. IAA INC REG SHS WHEN   2018-04-03 2019-09-10
2. NOVARTIS AG SPNSRD ADR   2018-12-13 2019-09-10
1. NOVARTIS AG SPNSRD ADR   2018-11-26 2019-09-10
7. NOVARTIS AG SPNSRD ADR   2018-11-19 2019-09-10
582. AMBEV SA SHS ADR   2019-01-15 2019-09-11
11. EQUINIX INC   2018-06-08 2019-09-11
5. EQUINIX INC   2018-06-11 2019-09-11
8. IAA INC REG SHS WHEN   2018-04-03 2019-09-11
1. NOVARTIS AG SPNSRD ADR   2018-12-13 2019-09-11
1. NOVARTIS AG SPNSRD ADR   2018-11-26 2019-09-11
5. NOVARTIS AG SPNSRD ADR   2018-11-19 2019-09-11
7. ASML HLDG NV NY REG SHS   2019-04-03 2019-09-11
2. ASML HLDG NV NY REG SHS   2019-04-25 2019-09-11
322. ALSTOM SA-UNSPON ADR   2019-01-28 2019-09-12
7. IAA INC REG SHS WHEN   2018-04-03 2019-09-12
26. NESTLE S A SPONSORED ADR   2019-01-28 2019-09-12
35. NESTLE S A SPONSORED ADR   2019-03-08 2019-09-12
17. NESTLE S A SPONSORED ADR   2019-04-04 2019-09-12
10. NESTLE S A SPONSORED ADR   2019-04-25 2019-09-12
4. UNITEDHEALTH GROUP INC   2019-04-11 2019-09-12
1. UNITEDHEALTH GROUP INC   2018-01-02 2019-09-12
5. ADOBE SYS INC COM   2017-07-19 2019-09-13
13. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-11-23 2019-09-13
16. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-11-12 2019-09-13
40. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-08-23 2019-09-13
7. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-09-14 2019-09-13
15. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-05 2019-09-13
11. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-09-17 2019-09-13
6. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-09 2019-09-13
10. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-10 2019-09-13
9. SALESFORCE COM INC   2018-06-01 2019-09-13
38. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-08-23 2019-09-16
13. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-11-23 2019-09-16
15. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-11-12 2019-09-16
8. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-05 2019-09-16
3. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-09 2019-09-16
5. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-10 2019-09-16
4. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-09-14 2019-09-16
6. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-09-17 2019-09-16
26. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-11-23 2019-09-17
71. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-08-23 2019-09-17
30. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-11-12 2019-09-17
1. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-09 2019-09-17
4. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-05 2019-09-17
3. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-09-17 2019-09-17
2. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-10 2019-09-17
1. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-09-14 2019-09-17
7. NOVO NORDISK A/S ADR   2017-10-24 2019-09-17
1. NOVO NORDISK A/S ADR   2017-10-25 2019-09-17
6. NOVO NORDISK A/S ADR   2017-10-18 2019-09-17
817. AMBEV SA SHS ADR   2019-04-25 2019-09-18
206. AMBEV SA SHS ADR   2019-01-15 2019-09-18
4. CDW CORP/DE   2016-02-25 2019-09-18
9. CDW CORP/DE   2016-02-24 2019-09-18
4. CDW CORP/DE   2018-02-05 2019-09-18
6. CDW CORP/DE   2018-03-14 2019-09-18
7. CDW CORP/DE   2016-02-23 2019-09-18
614. AMBEV SA SHS ADR   2019-04-25 2019-09-19
11. NOVO NORDISK A/S ADR   2017-09-26 2019-09-19
9. MICROSOFT CORP COM   2015-11-18 2019-09-20
3. UNITEDHEALTH GROUP INC   2019-05-02 2019-09-23
4. UNITEDHEALTH GROUP INC   2019-04-30 2019-09-23
4. MARATHON PETROLEUM CORP   2018-08-03 2019-09-24
4. MARATHON PETROLEUM CORP   2019-03-18 2019-09-24
1. MARSH & MCLENNAN COS INC   2016-08-10 2019-09-24
1. MARSH & MCLENNAN COS INC   2016-08-12 2019-09-24
5. MCKESSON CORP   2017-07-20 2019-09-24
1. ONEOK INC   2018-08-03 2019-09-24
2. ONEOK INC   2018-08-06 2019-09-24
2. PEPSICO INC   2018-06-13 2019-09-24
6. PEPSICO INC   2018-09-14 2019-09-24
20. PFIZER INC   2017-04-12 2019-09-24
5. PFIZER INC   2016-01-20 2019-09-24
1. QUALCOMM INC   2015-04-01 2019-09-24
1. QUALCOMM INC   2014-10-24 2019-09-24
3. QUALCOMM INC   2015-04-01 2019-09-24
5. QUALCOMM INC   2017-08-16 2019-09-24
16000. U.S. TREASURY NOTE   2018-01-22 2019-09-24
3. JOHNSON CTLS INTL PLC   2019-03-08 2019-09-24
3. JOHNSON CTLS INTL PLC   2018-08-08 2019-09-24
1. JOHNSON CTLS INTL PLC   2018-08-06 2019-09-24
4. MARATHON PETROLEUM CORP   2019-03-18 2019-09-25
3. MARATHON PETROLEUM CORP   2018-08-03 2019-09-25
5. MARSH & MCLENNAN COS INC   2016-08-12 2019-09-25
1. MARSH & MCLENNAN COS INC   2016-08-10 2019-09-25
6. ONEOK INC   2018-08-06 2019-09-25
1. ONEOK INC   2018-08-03 2019-09-25
12. JOHNSON CTLS INTL PLC   2019-03-08 2019-09-25
12. JOHNSON CTLS INTL PLC   2018-08-08 2019-09-25
3. JOHNSON CTLS INTL PLC   2018-08-06 2019-09-25
1434. ALSTOM SA-UNSPON ADR   2019-01-28 2019-09-26
58. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-08-23 2019-09-26
101. ROCHE HLDG LTD SPONSORED ADR   2018-08-14 2019-09-26
4. UNITEDHEALTH GROUP INC   2015-01-20 2019-09-26
1. UNITEDHEALTH GROUP INC   2018-01-02 2019-09-26
2. UNITEDHEALTH GROUP INC   2019-05-02 2019-09-26
326. ALSTOM SA-UNSPON ADR   2019-01-28 2019-09-27
65. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-08-23 2019-09-27
73. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-08-23 2019-09-30
66. ASSOCIATED BRIT FOODS LTD ADR NEW   2018-08-23 2019-10-01
2. DOMINO S PIZZA INC   2017-06-22 2019-10-07
2. DOMINO S PIZZA INC   2018-01-09 2019-10-07
5. VULCAN MATERIALS CO   2019-01-23 2019-10-08
1. EQUINIX INC   2018-06-08 2019-10-11
3. EQUINIX INC   2018-11-08 2019-10-11
22. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-04 2019-10-11
5. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-09 2019-10-11
19. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-06 2019-10-11
4. IAA INC REG SHS WHEN   2018-04-03 2019-10-11
16. PTC INC SHS   2019-03-25 2019-10-11
3. PTC INC SHS   2019-06-06 2019-10-11
16. COMCAST CORP   2018-05-16 2019-10-14
3. COMCAST CORP   2019-09-05 2019-10-14
21. COMCAST CORP   2018-07-12 2019-10-14
3. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-06-07 2019-10-14
5. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-04-09 2019-10-14
10. IAA INC REG SHS WHEN   2018-04-03 2019-10-14
3. PTC INC SHS   2019-06-06 2019-10-14
191. ROCHE HLDG LTD SPONSORED ADR   2018-07-24 2019-10-14
1. SONY CORP ADR AMERN SH NEW   2019-09-24 2019-10-14
1. SONY CORP ADR AMERN SH NEW   2019-09-24 2019-10-14
1. SONY CORP ADR AMERN SH NEW   2019-09-25 2019-10-14
3. SONY CORP ADR AMERN SH NEW   2017-01-12 2019-10-14
6. IAA INC REG SHS WHEN   2018-05-18 2019-10-15
4. IAA INC REG SHS WHEN   2018-05-16 2019-10-15
5. IAA INC REG SHS WHEN   2018-04-03 2019-10-15
8. SONY CORP ADR AMERN SH NEW   2017-01-12 2019-10-15
7. SONY CORP ADR AMERN SH NEW   2019-09-25 2019-10-15
11. TENCENT HOLDINGS LTD ADR   2017-06-29 2019-10-15
23. TENCENT HOLDINGS LTD ADR   2017-07-21 2019-10-15
2. BECTON DICKINSON AND CO   2017-09-11 2019-10-16
2. BECTON DICKINSON AND CO   2017-09-20 2019-10-16
2. IAA INC REG SHS WHEN   2018-05-18 2019-10-16
1. IAA INC REG SHS WHEN   2018-05-21 2019-10-18
5. IAA INC REG SHS WHEN   2019-01-17 2019-10-18
3. NETFLIX COM INC   2018-10-25 2019-10-18
3. NETFLIX COM INC   2017-06-22 2019-10-18
5. IAA INC REG SHS WHEN   2019-01-18 2019-10-21
1. IAA INC REG SHS WHEN   2019-01-22 2019-10-21
5. BECTON DICKINSON AND CO   2018-12-27 2019-10-22
7. BECTON DICKINSON AND CO   2017-09-20 2019-10-22
1. BIOGEN IDEC INC   2016-12-13 2019-10-22
4. BIOGEN IDEC INC   2016-10-18 2019-10-22
2. MICROSOFT CORP COM   2015-11-18 2019-10-22
2. IAA INC REG SHS WHEN   2019-02-28 2019-10-23
4. IAA INC REG SHS WHEN   2019-01-22 2019-10-23
10000. U.S. TREASURY NOTE   2019-06-10 2019-10-23
2. ALIGN TECHNOLOGY INC   2018-11-07 2019-10-24
3. IAA INC REG SHS WHEN   2019-03-01 2019-10-24
4. IAA INC REG SHS WHEN   2019-02-28 2019-10-24
16. TENCENT HOLDINGS LTD ADR   2017-06-29 2019-10-24
41. TENCENT HOLDINGS LTD ADR   2017-06-29 2019-10-24
6. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-06-08 2019-10-25
5. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-06-07 2019-10-25
6. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-11-20 2019-10-25
17. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-06-11 2019-10-25
3. IAA INC REG SHS WHEN   2019-03-01 2019-10-25
265. BANCO BILBAO VIZCAYA ARGENTARIA SA   2018-09-14 2019-10-28
485. BANCO BILBAO VIZCAYA ARGENTARIA SA   2017-10-24 2019-10-28
203. BANCO BILBAO VIZCAYA ARGENTARIA SA   2017-09-28 2019-10-28
90. BANCO BILBAO VIZCAYA ARGENTARIA SA   2016-11-23 2019-10-28
41. BANCO BILBAO VIZCAYA ARGENTARIA SA   2016-10-20 2019-10-28
2. CONSTELLATION BRANDS INC   2018-08-30 2019-10-28
4. CONSTELLATION BRANDS INC   2018-01-25 2019-10-28
3. CONSTELLATION BRANDS INC   2018-01-29 2019-10-28
1. CONSTELLATION BRANDS INC   2018-08-14 2019-10-28
47. FOMENTO ECONOMICO MEXICANO SAB DE CV   2018-11-20 2019-10-28
2. IAA INC REG SHS WHEN   2019-03-04 2019-10-28
7. IAA INC REG SHS WHEN   2019-03-01 2019-10-28
8. APPLE INC   2016-04-13 2019-10-29
1. ILLUMINA INC   2017-08-02 2019-10-30
2. ILLUMINA INC   2017-07-24 2019-10-30
1. ILLUMINA INC   2017-08-29 2019-10-30
2. MATTEL INC   2017-08-02 2019-10-30
21. MATTEL INC   2017-08-01 2019-10-30
20. MATTEL INC   2017-07-31 2019-10-30
1. MATTEL INC   2017-08-29 2019-10-31
22. MATTEL INC   2017-08-03 2019-10-31
21. MATTEL INC   2017-08-02 2019-10-31
3. CONSTELLATION BRANDS INC   2017-06-29 2019-11-01
1. CONSTELLATION BRANDS INC   2017-08-29 2019-11-01
1. CONSTELLATION BRANDS INC   2018-08-30 2019-11-01
9. DOWDUPONT INC   2017-01-13 2019-11-01
2. DOWDUPONT INC   2017-01-09 2019-11-01
2. DOWDUPONT INC   2017-01-17 2019-11-01
3. DOWDUPONT INC   2017-01-17 2019-11-01
1. DOWDUPONT INC   2017-02-01 2019-11-01
3. DOWDUPONT INC   2017-01-06 2019-11-01
6. DOWDUPONT INC   2019-01-17 2019-11-01
8. DOWDUPONT INC   2017-01-12 2019-11-01
2. DOWDUPONT INC   2016-12-12 2019-11-01
6. DOWDUPONT INC   2013-10-22 2019-11-01
2. DOWDUPONT INC   2016-12-13 2019-11-01
4. DOWDUPONT INC   2019-03-01 2019-11-01
5. DOWDUPONT INC   2017-01-10 2019-11-01
15. DOWDUPONT INC   2013-10-23 2019-11-01
10. GODADDY INC SHS CL A   2019-08-01 2019-11-01
22. TIFFANY & CO   2019-07-26 2019-11-05
54. TIFFANY & CO   2019-07-29 2019-11-05
21. BOSTON SCIENTIFIC CORP COM   2017-09-11 2019-11-06
1. BOOKING HLDGS INC   2014-07-01 2019-11-07
9. DISH NETWORK CORPATION   2018-08-22 2019-11-07
21. DISH NETWORK CORPATION   2018-08-21 2019-11-07
13. DISH NETWORK CORPATION   2018-08-20 2019-11-07
7. MICROSOFT CORP COM   2015-11-18 2019-11-11
3. JM SMUCKER CO/THE   2018-03-14 2019-11-11
6. JM SMUCKER CO/THE   2018-03-13 2019-11-11
3. JM SMUCKER CO/THE   2018-03-07 2019-11-11
1. JM SMUCKER CO/THE   2018-03-08 2019-11-11
42. SONY CORP ADR AMERN SH NEW   2017-01-12 2019-11-11
6. VULCAN MATERIALS CO   2019-01-23 2019-11-11
4. JM SMUCKER CO/THE   2018-03-23 2019-11-12
6. MICROSOFT CORP COM   2016-02-22 2019-11-13
8. QUALCOMM INC   2017-08-16 2019-11-14
1. ASTRAZENECA PLC SPONS ADR   2016-05-20 2019-11-18
1. ASTRAZENECA PLC SPONS ADR   2016-12-02 2019-11-18
1. ASTRAZENECA PLC SPONS ADR   2016-11-11 2019-11-18
1. DOW INC   2017-01-13 2019-11-18
1. DOW INC   2017-02-01 2019-11-18
5. DOW INC   2017-01-17 2019-11-18
2. GOLDMAN SACHS GROUP INC   2016-04-21 2019-11-18
15. ORACLE CORP   2017-05-17 2019-11-18
4. PROCTER & GAMBLE CO/THE   2012-01-04 2019-11-18
9. PROCTER & GAMBLE CO/THE   2008-12-22 2019-11-18
3. JM SMUCKER CO/THE   2018-03-26 2019-11-18
2. JM SMUCKER CO/THE   2018-03-23 2019-11-18
2. ASTRAZENECA PLC SPONS ADR   2016-10-20 2019-11-19
2. ASTRAZENECA PLC SPONS ADR   2016-11-11 2019-11-19
21. ASTRAZENECA PLC SPONS ADR   2016-12-02 2019-11-19
9. ASTRAZENECA PLC SPONS ADR   2016-05-20 2019-11-19
3. DOW INC   2019-03-26 2019-11-19
5. DOW INC   2019-03-08 2019-11-19
4. DOW INC   2019-03-01 2019-11-19
6. DOW INC   2019-01-17 2019-11-19
9. GOLDMAN SACHS GROUP INC   2016-04-21 2019-11-19
1. NOVO NORDISK A/S ADR   2017-10-17 2019-11-19
1. NOVO NORDISK A/S ADR   2017-10-25 2019-11-19
2. NOVO NORDISK A/S ADR   2017-10-27 2019-11-19
1. ORACLE CORP   2017-05-17 2019-11-19
102. PING AN INSURANCE GROUP CO OF CHINA LTD   2018-05-23 2019-11-19
2. PROCTER & GAMBLE CO/THE   2012-01-04 2019-11-19
225. QUDIAN INC   2019-09-19 2019-11-19
91. QUDIAN INC   2019-09-18 2019-11-19
41. QUDIAN INC   2019-09-20 2019-11-19
2. JM SMUCKER CO/THE   2018-05-17 2019-11-19
6. JM SMUCKER CO/THE   2018-05-16 2019-11-19
1. JM SMUCKER CO/THE   2018-03-26 2019-11-19
14. SONY CORP ADR AMERN SH NEW   2019-07-29 2019-11-19
13. SONY CORP ADR AMERN SH NEW   2019-07-26 2019-11-19
8. SONY CORP ADR AMERN SH NEW   2019-07-25 2019-11-19
6. SONY CORP ADR AMERN SH NEW   2019-07-30 2019-11-19
4. SONY CORP ADR AMERN SH NEW   2019-07-03 2019-11-19
93. SONY CORP ADR AMERN SH NEW   2017-01-12 2019-11-19
4. SONY CORP ADR AMERN SH NEW   2017-01-12 2019-11-19
38. SONY CORP ADR AMERN SH NEW   2019-07-05 2019-11-19
12. SUNCOR ENERGY INC   2017-04-26 2019-11-19
18. SUNCOR ENERGY INC   2017-04-25 2019-11-19
14. SUNCOR ENERGY INC   2017-04-24 2019-11-19
4. SUNCOR ENERGY INC   2017-02-24 2019-11-19
8. SUNCOR ENERGY INC   2016-10-18 2019-11-19
35. SUNCOR ENERGY INC   2018-03-05 2019-11-19
15. SUNCOR ENERGY INC   2017-09-05 2019-11-19
44. SUNCOR ENERGY INC   2019-09-26 2019-11-19
31. SUNCOR ENERGY INC   2019-01-08 2019-11-19
94. SUNCOR ENERGY INC   2018-11-20 2019-11-19
12. SUNCOR ENERGY INC   2018-06-26 2019-11-19
23. VIAVI SOLUTIONS INC   2019-07-29 2019-11-19
9. VIAVI SOLUTIONS INC   2019-05-01 2019-11-19
15. VIAVI SOLUTIONS INC   2019-07-26 2019-11-19
7. NOVO NORDISK A/S ADR   2017-10-27 2019-11-20
4. NOVO NORDISK A/S ADR   2017-10-17 2019-11-20
265. QUDIAN INC   2019-09-20 2019-11-20
166. QUDIAN INC   2019-09-24 2019-11-20
240. QUDIAN INC   2019-09-23 2019-11-20
2. JM SMUCKER CO/THE   2018-05-17 2019-11-20
26. SONY CORP ADR AMERN SH NEW   2017-01-12 2019-11-20
28. VIAVI SOLUTIONS INC   2019-05-01 2019-11-20
44. VIAVI SOLUTIONS INC   2019-07-26 2019-11-20
64. VIAVI SOLUTIONS INC   2019-07-29 2019-11-20
31. QUDIAN INC   2019-09-24 2019-11-21
7. VIAVI SOLUTIONS INC   2019-05-01 2019-11-21
11. VIAVI SOLUTIONS INC   2019-07-26 2019-11-21
17. VIAVI SOLUTIONS INC   2019-07-29 2019-11-21
19. XYLEM INC/NY   2018-06-29 2019-11-22
2. XYLEM INC/NY   2018-07-31 2019-11-22
107. ROCHE HLDG LTD SPONSORED ADR   2018-10-05 2019-11-26
11. TIFFANY & CO   2019-10-22 2019-11-26
32. TIFFANY & CO   2019-07-29 2019-11-26
60. TIFFANY & CO   2019-10-11 2019-11-26
9. DISH NETWORK CORP RIGHTS   2019-11-22 2019-12-02
5. DOLLAR GENERAL CORP   2018-11-30 2019-12-02
. DISH NETWORK CORP RIGHTS   2019-12-03 2019-12-03
5. DOLLAR GENERAL CORP   2018-11-30 2019-12-03
5. DOLLAR GENERAL CORP   2018-11-26 2019-12-03
1. DOLLAR GENERAL CORP   2018-11-30 2019-12-03
6. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-10-07 2019-12-04
5. ALIBABA GROUP HOLDING LT   2019-05-06 2019-12-09
4. ALIBABA GROUP HOLDING LT   2019-03-04 2019-12-09
4. ALIBABA GROUP HOLDING LT   2019-03-19 2019-12-09
4. ALIBABA GROUP HOLDING LT   2019-04-23 2019-12-09
13. ALIBABA GROUP HOLDING LT   2019-09-05 2019-12-09
7. ALIBABA GROUP HOLDING LT   2019-09-18 2019-12-09
4. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-10-04 2019-12-09
5. INTERNATIONAL FLAVORS & FRAGRANCES INC   2019-10-07 2019-12-09
3. ASML HLDG NV NY REG SHS   2019-04-03 2019-12-09
2. ASML HLDG NV NY REG SHS   2018-09-13 2019-12-09
6. ASML HLDG NV NY REG SHS   2019-03-21 2019-12-09
1. BAXTER INTERNATIONAL INC   2017-04-17 2019-12-10
7. BAXTER INTERNATIONAL INC   2017-04-12 2019-12-10
9. BAXTER INTERNATIONAL INC   2017-04-13 2019-12-10
2. BAXTER INTERNATIONAL INC   2017-05-04 2019-12-10
5. BOEING CO/THE   2019-03-01 2019-12-10
1. PACKAGING CORP OF AMERICA   2018-06-19 2019-12-10
2. PACKAGING CORP OF AMERICA   2013-02-27 2019-12-10
1. PACKAGING CORP OF AMERICA   2018-06-20 2019-12-10
31. KONINKLIJKE DSM NV ADR   2018-11-05 2019-12-10
106. KONINKLIJKE DSM NV ADR   2018-11-12 2019-12-10
10. KONINKLIJKE DSM NV ADR   2018-11-21 2019-12-10
1. ASML HLDG NV NY REG SHS   2019-03-21 2019-12-10
1. ASML HLDG NV NY REG SHS   2018-09-13 2019-12-10
1. ASML HLDG NV NY REG SHS   2019-04-03 2019-12-10
6. BAXTER INTERNATIONAL INC   2017-04-13 2019-12-11
2. BAXTER INTERNATIONAL INC   2017-05-04 2019-12-11
5. BAXTER INTERNATIONAL INC   2017-04-12 2019-12-11
3. PACKAGING CORP OF AMERICA   2013-02-27 2019-12-11
1. PACKAGING CORP OF AMERICA   2018-06-20 2019-12-11
3. PACKAGING CORP OF AMERICA   2018-06-19 2019-12-11
4. PACKAGING CORP OF AMERICA   2013-02-27 2019-12-12
4. PACKAGING CORP OF AMERICA   2018-06-19 2019-12-12
1. BOEING CO/THE   2019-03-29 2019-12-13
4. BOEING CO/THE   2019-03-11 2019-12-13
2. APPLE INC   2016-03-31 2019-12-16
9000. U.S. TREASURY NOTE   2019-06-26 2019-12-16
6000. U.S. TREASURY NOTE   2019-06-10 2019-12-16
1. NOVO NORDISK A/S ADR   2017-09-27 2019-12-17
10. NOVO NORDISK A/S ADR   2017-09-27 2019-12-17
.57 TRUIST FINL CORP   2013-02-20 2019-12-17
18. HEXAGON AB ADR   2019-09-12 2019-12-18
39. HEXAGON AB ADR   2019-11-20 2019-12-18
2. NOVO NORDISK A/S ADR   2017-09-27 2019-12-18
10. NOVO NORDISK A/S ADR   2017-09-28 2019-12-18
3. NOVO NORDISK A/S ADR   2017-09-29 2019-12-18
117. WUXI BIOLOGICS CAYMAN   2019-10-23 2019-12-18
92. WUXI BIOLOGICS CAYMAN   2019-07-16 2019-12-18
3. ALIGN TECHNOLOGY INC   2018-11-07 2019-12-19
1. ALIGN TECHNOLOGY INC   2018-12-13 2019-12-19
6. BOSTON SCIENTIFIC CORP COM   2017-09-11 2019-12-19
25. BOSTON SCIENTIFIC CORP COM   2017-10-26 2019-12-19
10. VULCAN MATERIALS CO   2019-01-23 2019-12-19
17. BAXTER INTERNATIONAL INC   2017-04-17 2019-12-20
7. BAXTER INTERNATIONAL INC   2017-04-18 2019-12-23
7. BAXTER INTERNATIONAL INC   2017-04-17 2019-12-23
1. BAXTER INTERNATIONAL INC   2017-04-18 2019-12-24
39. AES CORP/VA   2018-09-19 2019-12-30
1. ADOBE SYS INC COM   2017-06-22 2019-12-30
1. ALIBABA GROUP HOLDING LT   2019-02-22 2019-12-30
1. ALPHABET INC SHS CL C   2012-08-13 2019-12-30
3. ALTRIA GROUP INC   2015-07-08 2019-12-30
14. AMERICAN INTERNATIONAL GROUP INC   2015-02-18 2019-12-30
1. ANTHEM INC   2015-01-16 2019-12-30
3. ASTRAZENECA PLC SPONS ADR   2016-10-20 2019-12-30
60. AXA ADR   2018-05-09 2019-12-30
6. AXA EQUITABLE HOLDINGS INC   2018-12-10 2019-12-30
47. BAE SYSTEMS PLC   2019-04-03 2019-12-30
2. BP P L C SPONS ADR   2014-11-15 2019-12-30
24. BP P L C SPONS ADR   2014-10-27 2019-12-30
8. BP P L C SPONS ADR   2014-10-27 2019-12-30
4. BAKER HUGHES A GE CO   2019-03-20 2019-12-30
2. BALL CORP   2019-07-29 2019-12-30
99. BANCO DO BRASIL SA   2019-06-25 2019-12-30
1. BIOGEN IDEC INC   2016-12-13 2019-12-30
2. BRISTOL-MYERS SQUIBB CO   2019-08-08 2019-12-30
34. BURBERRY GROP PLC-SP ADR   2017-11-11 2019-12-30
1. BURLINGTON STORES INC   2019-03-27 2019-12-30
2. CDW CORP/DE   2016-02-25 2019-12-30
1. CME GROUP INC   2018-08-08 2019-12-30
3. CRH PLC ADR   2017-12-01 2019-12-30
3. CVS HEALTH CORP   2018-11-30 2019-12-30
13. CISCO SYSTEMS INC   2015-01-08 2019-12-30
17. CITIGROUP INC   2013-01-02 2019-12-30
3. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2015-04-10 2019-12-30
19. COMCAST CORP   2012-10-04 2019-12-30
5. CONAGRA BRANDS INC   2019-02-13 2019-12-30
6. CONOCOPHILLIPS   2019-07-02 2019-12-30
2. DOWDUPONT INC   2016-12-12 2019-12-30
1. DOWDUPONT INC   2016-12-13 2019-12-30
1. COSTAR GROUP INC   2018-01-23 2019-12-30
16. DR HORTON INC   2016-10-19 2019-12-30
8. DELTA AIR LINES INC   2016-02-22 2019-12-30
1. DELTA AIR LINES INC   2016-02-23 2019-12-30
2.45 DISH NETWORK CORPATION   2018-08-22 2019-12-30
7.55 DISH NETWORK CORPATION   2018-08-23 2019-12-30
1. DOLLAR GENERAL CORP   2015-04-21 2019-12-30
3. DOLLAR GENERAL CORP   2015-10-30 2019-12-30
4. DOLLAR TREE INC   2019-03-06 2019-12-30
4. DUPONT DE NEMOURS INC   2013-10-23 2019-12-30
2. E*TRADE FINANCIAL CORP   2017-10-02 2019-12-30
12. E*TRADE FINANCIAL CORP   2017-10-03 2019-12-30
1. EQUINIX INC   2018-11-08 2019-12-30
4. EQUINOR ASA   2019-08-21 2019-12-30
1. FEDEX CORP   2019-06-26 2019-12-30
18. FIRSTENERGY CORP   2017-06-16 2019-12-30
1. ARTHUR J GALLAGHER & CO   2018-10-15 2019-12-30
2. ARTHUR J GALLAGHER & CO   2018-10-12 2019-12-30
4. GENERAL ELECTRIC CO   2019-11-18 2019-12-30
215. GLENCORE PLC   2018-09-18 2019-12-30
2. HUBBELL INC   2019-02-13 2019-12-30
1. HUBBELL INC   2019-02-15 2019-12-30
1. HUMANA INC   2015-09-09 2019-12-30
1. HUMANA INC   2016-08-30 2019-12-30
1. IAC INTERACTIVECORP   2018-11-01 2019-12-30
17. INFINEON TECHNOLOGIES AG   2019-11-27 2019-12-30
73. INTESA SANPAOLO SPON ADR   2016-02-10 2019-12-30
58. INTESA SANPAOLO SPON ADR   2016-02-10 2019-12-30
3. INTUIT INC   2018-06-28 2019-12-30
2. IQVIA HLDGS INC   2019-03-12 2019-12-30
55. ISHARES CORE S&P SMALL-CAP ETF   2018-02-28 2019-12-30
106. ITAU UNIBANCO HOLDING SA   2018-09-14 2019-12-30
8. J P MORGAN CHASE & CO   2012-06-08 2019-12-30
15. J P MORGAN CHASE & CO   2012-06-11 2019-12-30
8. KAR AUCTION SERVICES INC   2018-04-03 2019-12-30
2. KELLOGG CO   2017-11-08 2019-12-30
61. KNORR-BREMSE AG   2019-02-01 2019-12-30
5. LABORATORY CORP AMER HLDGS   2014-12-26 2019-12-30
7. LOWES COMPANIES INC COM   2013-07-23 2019-12-30
8. MARATHON OIL CORP   2018-05-18 2019-12-30
18. MARATHON OIL CORP   2018-05-21 2019-12-30
4. MARATHON PETROLEUM CORP   2014-10-27 2019-12-30
4. MASTERCARD INC   2018-01-31 2019-12-30
1. MCKESSON CORP   2017-06-23 2019-12-30
1. METLIFE INC   2013-07-09 2019-12-30
9. METLIFE INC   2014-08-28 2019-12-30
6. METLIFE INC   2014-08-29 2019-12-30
24. MICROSOFT CORP COM   2011-05-16 2019-12-30
7. MONDELEZ INTERNATIONAL INC   2018-08-02 2019-12-30
29. MORPHOSYS AG   2019-07-17 2019-12-30
1. MOTOROLA SOLUTIONS INC   2013-10-02 2019-12-30
11. NESTLE S A SPONSORED ADR   2019-01-28 2019-12-30
3. NEWELL BRANDS INC   2019-09-24 2019-12-30
1. NEXTERA ENERGY INC   2005-09-30 2019-12-30
1. NORFOLK SOUTHERN CORP   2017-01-09 2019-12-30
3. NOVARTIS AG SPNSRD ADR   2018-10-18 2019-12-30
5. NOVO NORDISK A/S ADR   2017-09-29 2019-12-30
3. O'REILLY AUTOMOTIVE INC   2018-07-09 2019-12-30
75. ON SEMICONDUCTOR CORP   2019-08-22 2019-12-30
117. BANK MANDIRI PERSERO TBK PT   2018-11-05 2019-12-30
6. PTC INC SHS   2019-06-06 2019-12-30
1. PAYPAL HOLDINGS INC SHS   2017-06-30 2019-12-30
18. PFIZER INC   2016-01-20 2019-12-30
23. PING AN INSURANCE GROUP CO OF CHINA LTD   2018-05-23 2019-12-30
1. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-09-23 2019-12-30
39. QANTAS AIRWAYS LTD   2019-09-16 2019-12-30
1. QUALCOMM INC   2017-08-16 2019-12-30
1. QUEST DIAGNOSTICS INC   2019-04-24 2019-12-30
179. RECRUIT HOLDINGS CO LTD   2019-09-12 2019-12-30
15. REGIONS FINANCIAL CORP   2017-01-09 2019-12-30
23. REGIONS FINANCIAL CORP   2017-01-10 2019-12-30
27. ROCHE HLDG LTD SPONSORED ADR   2018-07-24 2019-12-30
28. KONINKLIJKE DSM NV ADR   2018-10-20 2019-12-30
1. S&P GLOBAL INC   2017-10-26 2019-12-30
3. SBA COMMUNICATIONS CORP   2018-04-10 2019-12-30
15. SEA LTD   2018-11-09 2019-12-30
1. SERVICENOW INC   2018-10-31 2019-12-30
1. SHERWIN-WILLIAMS CO/THE   2018-01-11 2019-12-30
28. SONY CORP ADR AMERN SH NEW   2018-03-14 2019-12-30
4. STATE ST CORP COM   2018-10-05 2019-12-30
7. TAIWAN SEMICONDUCTOR ADR   2017-01-23 2019-12-30
3. TIFFANY & CO   2019-08-21 2019-12-30
6. TOTAL FINA ELF S.A. ADR   2014-12-01 2019-12-30
2. TRANSUNION   2019-02-12 2019-12-30
2. TRAVELERS COS INC/THE   2009-08-12 2019-12-30
1. TRAVELERS COS INC/THE   2008-11-14 2019-12-30
.73 TRUIST FINL CORP   2013-02-20 2019-12-30
10.27 TRUIST FINL CORP   2013-05-09 2019-12-30
15. US BANCORP DEL   2013-01-02 2019-12-30
70. UBISOFT ENTERTAINMENT   2019-03-11 2019-12-30
1. UNION PACIFIC CORP   2017-11-30 2019-12-30
4. UNITEDHEALTH GROUP INC   2014-10-27 2019-12-30
22. VERIZON COMMUNICATIONS INC   2012-01-30 2019-12-30
77. VIAVI SOLUTIONS INC   2019-04-30 2019-12-30
7. VISA INC   2017-06-22 2019-12-30
51. VOLKSWAGEN AG   2019-10-28 2019-12-30
9. WAL MART STORES INC   2017-01-09 2019-12-30
13. WELLS FARGO & CO NEW   2014-05-29 2019-12-30
8. WELLS FARGO & CO NEW   2016-02-12 2019-12-30
3. WILLIAMS COS INC/THE   2018-05-18 2019-12-30
7. WILLIAMS COS INC/THE   2018-05-21 2019-12-30
1. ZOETIS INC   2018-01-11 2019-12-30
1. JOHNSON CTLS INTL PLC   2018-11-05 2019-12-30
3. MEDTRONIC PLC SHS   2017-10-26 2019-12-30
2. PENTAIR PLC SHS   2019-07-01 2019-12-30
1. WILLIS TOWERS WATSON PLC   2019-02-11 2019-12-30
3. ALCON SA ACT NOM   2019-04-15 2019-12-30
2. ASML HLDG NV NY REG SHS   2018-12-20 2019-12-30
1. NXP SEMICONDUCTORS N.V.   2019-08-14 2019-12-30
14. TIFFANY & CO   2019-10-14 2020-01-03
39. TIFFANY & CO   2019-08-21 2020-01-03
2. TIFFANY & CO   2019-10-22 2020-01-03
21. ASML HLDG NV NY REG SHS   2018-12-20 2020-01-03
2. APPLE INC   2016-04-13 2020-01-07
9. APPLE INC   2018-12-20 2020-01-07
3. ALIBABA GROUP HOLDING LT   2019-08-16 2020-01-09
6. ALIBABA GROUP HOLDING LT   2019-09-17 2020-01-09
7. ALIBABA GROUP HOLDING LT   2019-02-22 2020-01-09
39. BOSTON SCIENTIFIC CORP COM   2017-10-26 2020-01-09
2. HUMANA INC   2018-12-10 2020-01-09
1. HUMANA INC   2018-01-23 2020-01-09
3. HUMANA INC   2018-01-24 2020-01-09
1. HUMANA INC   2018-01-25 2020-01-09
31. PFIZER INC   2017-05-02 2020-01-09
29. PFIZER INC   2016-01-20 2020-01-09
1. PFIZER INC   2016-01-20 2020-01-09
1. PFIZER INC   2016-01-28 2020-01-09
2. PFIZER INC   2017-08-29 2020-01-09
5. UNION PACIFIC CORP   2017-12-04 2020-01-09
5. UNITEDHEALTH GROUP INC   2015-01-20 2020-01-09
924. BANCO BILBAO VIZCAYA ARGENTARIA SA   2016-08-16 2020-01-10
1. HUMANA INC   2018-12-10 2020-01-10
1. HUMANA INC   2018-01-23 2020-01-10
2. HUMANA INC   2018-01-24 2020-01-10
5. UNITEDHEALTH GROUP INC   2015-01-20 2020-01-10
616. BANCO BILBAO VIZCAYA ARGENTARIA SA   2019-12-13 2020-01-13
279. BANCO BILBAO VIZCAYA ARGENTARIA SA   2016-08-16 2020-01-13
471. BANCO BILBAO VIZCAYA ARGENTARIA SA   2016-09-16 2020-01-13
410. BANCO BILBAO VIZCAYA ARGENTARIA SA   2016-11-23 2020-01-13
23. BRISTOL-MYERS SQUIBB CO   2019-08-20 2020-01-13
2. MORPHOSYS AG   2019-07-19 2020-01-13
6. MORPHOSYS AG   2019-07-23 2020-01-13
11. NVIDIA CORP   2019-08-20 2020-01-13
9. PHILIP MORRIS INTERNATIONAL INC   2019-11-18 2020-01-13
2. PHILIP MORRIS INTERNATIONAL INC   2019-11-19 2020-01-13
9. QUALCOMM INC   2017-09-01 2020-01-13
5. QUALCOMM INC   2017-09-05 2020-01-13
1. QUALCOMM INC   2017-08-29 2020-01-13
20. CHARLES SCHWAB CORP/THE   2017-10-11 2020-01-13
1. STATE ST CORP COM   2018-10-05 2020-01-13
2. STATE ST CORP COM   2018-10-08 2020-01-13
2. STATE ST CORP COM   2018-10-09 2020-01-13
8. 3M CO   2012-12-03 2020-01-13
15. JOHNSON CTLS INTL PLC   2018-11-05 2020-01-13
27. MORPHOSYS AG   2019-07-19 2020-01-14
82. MORPHOSYS AG   2019-07-23 2020-01-14
2. STATE ST CORP COM   2018-10-05 2020-01-14
7. STATE ST CORP COM   2018-10-08 2020-01-14
5. STATE ST CORP COM   2018-10-09 2020-01-14
2. 3M CO   2017-03-10 2020-01-14
11. JOHNSON CTLS INTL PLC   2018-11-05 2020-01-14
2. JOHNSON CTLS INTL PLC   2019-03-08 2020-01-14
1000. CISCO SYSTEMS INC   2012-03-06 2020-01-15
2000. CISCO SYSTEMS INC   2011-02-08 2020-01-15
6000. CISCO SYSTEMS INC   2009-11-17 2020-01-15
1000. CISCO SYSTEMS INC   2014-09-22 2020-01-15
2000. CISCO SYSTEMS INC   2013-07-23 2020-01-15
1000. CISCO SYSTEMS INC   2017-08-30 2020-01-15
4. KAR AUCTION SERVICES INC   2019-09-18 2020-01-15
4. KAR AUCTION SERVICES INC   2019-09-19 2020-01-15
1. KAR AUCTION SERVICES INC   2019-09-20 2020-01-15
1. KAR AUCTION SERVICES INC   2019-10-22 2020-01-15
1. KAR AUCTION SERVICES INC   2019-10-24 2020-01-15
8. KAR AUCTION SERVICES INC   2019-09-18 2020-01-16
8. KAR AUCTION SERVICES INC   2019-09-19 2020-01-16
1. KAR AUCTION SERVICES INC   2019-09-20 2020-01-16
3. KAR AUCTION SERVICES INC   2019-10-22 2020-01-16
3. KAR AUCTION SERVICES INC   2019-10-24 2020-01-16
8. KAR AUCTION SERVICES INC   2019-09-18 2020-01-17
9. KAR AUCTION SERVICES INC   2019-09-19 2020-01-17
1. KAR AUCTION SERVICES INC   2019-09-20 2020-01-17
3. KAR AUCTION SERVICES INC   2019-10-22 2020-01-17
4. KAR AUCTION SERVICES INC   2019-10-24 2020-01-17
1. BOEING CO/THE   2019-03-26 2020-01-22
3. BOEING CO/THE   2019-03-29 2020-01-22
2. BOEING CO/THE   2019-03-29 2020-01-22
18. BOSTON SCIENTIFIC CORP COM   2017-11-09 2020-01-22
4. BOSTON SCIENTIFIC CORP COM   2017-10-26 2020-01-22
13. LOWES COMPANIES INC COM   2013-07-23 2020-01-22
4000. U.S. TREASURY NOTE   2019-06-10 2020-01-22
5000. U.S. TREASURY NOTE   2019-06-26 2020-01-22
8000. U.S. TREASURY NOTE   2017-12-18 2020-01-22
5. BAE SYSTEMS PLC   2019-09-04 2020-01-23
10. BAE SYSTEMS PLC   2019-09-05 2020-01-23
11. BAE SYSTEMS PLC   2019-09-06 2020-01-23
6. BAE SYSTEMS PLC   2019-09-09 2020-01-23
8. BAE SYSTEMS PLC   2019-09-10 2020-01-23
6. BAE SYSTEMS PLC   2019-10-14 2020-01-23
6. BAE SYSTEMS PLC   2019-10-15 2020-01-23
8. BAE SYSTEMS PLC   2019-10-16 2020-01-23
16. BAE SYSTEMS PLC   2019-10-17 2020-01-23
3. BAE SYSTEMS PLC   2019-10-18 2020-01-23
17. BAE SYSTEMS PLC   2019-08-21 2020-01-23
52. BAE SYSTEMS PLC   2019-09-26 2020-01-23
1. KAR AUCTION SERVICES INC   2019-07-09 2020-01-23
2. KAR AUCTION SERVICES INC   2019-07-10 2020-01-23
1. KAR AUCTION SERVICES INC   2019-10-22 2020-01-23
1. KAR AUCTION SERVICES INC   2019-10-23 2020-01-23
115. QANTAS AIRWAYS LTD   2019-09-16 2020-01-23
5. KAR AUCTION SERVICES INC   2019-07-09 2020-01-24
9. KAR AUCTION SERVICES INC   2019-07-10 2020-01-24
4. KAR AUCTION SERVICES INC   2019-10-22 2020-01-24
6. KAR AUCTION SERVICES INC   2019-10-23 2020-01-24
2. APPLE INC   2016-03-31 2020-01-27
1. DUPONT DE NEMOURS INC   2017-02-01 2020-01-27
4. DUPONT DE NEMOURS INC   2019-03-01 2020-01-27
2. DUPONT DE NEMOURS INC   2017-01-06 2020-01-27
5. DUPONT DE NEMOURS INC   2019-03-08 2020-01-27
1. DUPONT DE NEMOURS INC   2017-01-09 2020-01-27
1. DUPONT DE NEMOURS INC   2016-12-12 2020-01-27
1. DUPONT DE NEMOURS INC   2016-12-13 2020-01-27
1. DUPONT DE NEMOURS INC   2017-01-13 2020-01-27
5. DUPONT DE NEMOURS INC   2017-01-17 2020-01-27
6. DUPONT DE NEMOURS INC   2019-01-17 2020-01-27
1. DUPONT DE NEMOURS INC   2013-10-23 2020-01-27
2. DUPONT DE NEMOURS INC   2019-03-26 2020-01-27
6. KAR AUCTION SERVICES INC   2019-07-09 2020-01-27
9. KAR AUCTION SERVICES INC   2019-07-10 2020-01-27
3. KAR AUCTION SERVICES INC   2019-10-22 2020-01-27
7. KAR AUCTION SERVICES INC   2019-10-23 2020-01-27
1. KAR AUCTION SERVICES INC   2019-07-09 2020-01-28
2. KAR AUCTION SERVICES INC   2019-07-10 2020-01-28
1. KAR AUCTION SERVICES INC   2019-10-22 2020-01-28
1. KAR AUCTION SERVICES INC   2019-10-23 2020-01-28
8. E*TRADE FINANCIAL CORP   2017-10-03 2020-01-29
23. REGIONS FINANCIAL CORP   2017-01-10 2020-01-29
85. VIAVI SOLUTIONS INC   2019-05-01 2020-01-29
55. VIAVI SOLUTIONS INC   2019-05-02 2020-01-29
58. VIAVI SOLUTIONS INC   2019-04-30 2020-01-29
22. XILINX INC   2019-10-22 2020-01-29
17. XILINX INC   2019-10-24 2020-01-29
11. E*TRADE FINANCIAL CORP   2017-10-04 2020-01-30
27. REGIONS FINANCIAL CORP   2017-01-10 2020-01-30
1. REGIONS FINANCIAL CORP   2017-01-11 2020-01-30
3. REGIONS FINANCIAL CORP   2017-01-11 2020-01-30
83. VIAVI SOLUTIONS INC   2019-05-01 2020-01-30
54. VIAVI SOLUTIONS INC   2019-05-02 2020-01-30
56. VIAVI SOLUTIONS INC   2019-04-30 2020-01-30
3. E*TRADE FINANCIAL CORP   2017-10-04 2020-01-31
7. E*TRADE FINANCIAL CORP   2017-10-09 2020-01-31
12. KAR AUCTION SERVICES INC   2018-04-03 2020-01-31
19. KNORR-BREMSE AG   2019-06-11 2020-01-31
29. KNORR-BREMSE AG   2019-10-23 2020-01-31
34. KNORR-BREMSE AG   2019-05-28 2020-01-31
28. REGIONS FINANCIAL CORP   2017-01-11 2020-01-31
4. CDW CORP/DE   2016-02-25 2020-02-03
6. CDW CORP/DE   2016-02-26 2020-02-03
24. KAR AUCTION SERVICES INC   2018-04-03 2020-02-03
11. KAR AUCTION SERVICES INC   2018-05-14 2020-02-03
12. KNORR-BREMSE AG   2019-06-11 2020-02-03
21. KNORR-BREMSE AG   2019-10-23 2020-02-03
24. KNORR-BREMSE AG   2019-05-28 2020-02-03
1. UNITEDHEALTH GROUP INC   2014-12-23 2020-02-03
6. UNITEDHEALTH GROUP INC   2014-10-27 2020-02-03
2. BOEING CO/THE   2019-05-08 2020-02-04
2. BOEING CO/THE   2019-06-18 2020-02-04
1. BOEING CO/THE   2019-03-26 2020-02-04
1. DISH NETWORK CORPATION   2018-10-10 2020-02-04
1. DISH NETWORK CORPATION   2018-10-11 2020-02-04
1. DISH NETWORK CORPATION   2018-10-19 2020-02-04
4. DISH NETWORK CORPATION   2018-10-22 2020-02-04
1. DISH NETWORK CORPATION   2018-08-23 2020-02-04
5. IQVIA HLDGS INC   2019-04-12 2020-02-04
4. IQVIA HLDGS INC   2019-06-25 2020-02-04
3. KAR AUCTION SERVICES INC   2018-05-14 2020-02-04
34. REGIONS FINANCIAL CORP   2017-01-13 2020-02-04
24. REGIONS FINANCIAL CORP   2017-12-19 2020-02-04
14. WAL MART STORES INC   2018-08-03 2020-02-04
7.35 DISH NETWORK CORPATION   2018-10-10 2020-02-05
.65 DISH NETWORK CORPATION   2018-10-10 2020-02-05
1.3 DISH NETWORK CORPATION   2018-10-11 2020-02-05
2.7 DISH NETWORK CORPATION   2018-10-11 2020-02-05
.38 DISH NETWORK CORPATION   2018-10-19 2020-02-05
3.62 DISH NETWORK CORPATION   2018-10-19 2020-02-05
13.59 DISH NETWORK CORPATION   2018-10-22 2020-02-05
1.41 DISH NETWORK CORPATION   2018-10-22 2020-02-05
.87 DISH NETWORK CORPATION   2018-08-23 2020-02-05
1.13 DISH NETWORK CORPATION   2018-08-23 2020-02-05
3. ILLUMINA INC   2017-07-24 2020-02-05
3. ILLUMINA INC   2018-12-27 2020-02-05
28. REGIONS FINANCIAL CORP   2017-01-13 2020-02-05
19. REGIONS FINANCIAL CORP   2017-12-19 2020-02-05
7. SALESFORCE COM INC   2018-10-11 2020-02-05
2. SALESFORCE COM INC   2018-10-31 2020-02-05
3. DISH NETWORK CORPATION   2018-10-10 2020-02-06
3. DISH NETWORK CORPATION   2018-10-11 2020-02-06
2. DISH NETWORK CORPATION   2018-10-19 2020-02-06
7. DISH NETWORK CORPATION   2018-10-22 2020-02-06
1. DISH NETWORK CORPATION   2018-08-23 2020-02-06
14. NOVARTIS AG SPNSRD ADR   2018-11-16 2020-02-06
1. NOVARTIS AG SPNSRD ADR   2018-11-23 2020-02-06
6000. U.S. TREASURY NOTE   2019-07-17 2020-02-06
4000. U.S. TREASURY NOTE   2019-06-26 2020-02-06
4. UNITEDHEALTH GROUP INC   2015-01-16 2020-02-06
7. WAL MART STORES INC   2018-08-03 2020-02-06
3. WAL MART STORES INC   2017-09-05 2020-02-06
20. BOSTON SCIENTIFIC CORP COM   2017-11-09 2020-02-07
14. BOSTON SCIENTIFIC CORP COM   2018-03-26 2020-02-07
7. KAR AUCTION SERVICES INC   2018-05-14 2020-02-07
4. KAR AUCTION SERVICES INC   2018-05-16 2020-02-07
8. KAR AUCTION SERVICES INC   2018-05-17 2020-02-07
8. KAR AUCTION SERVICES INC   2018-05-18 2020-02-07
8. KAR AUCTION SERVICES INC   2018-06-19 2020-02-07
1. KAR AUCTION SERVICES INC   2018-06-20 2020-02-07
1. KAR AUCTION SERVICES INC   2018-05-21 2020-02-07
26. PTC INC SHS   2019-06-07 2020-02-07
6. PTC INC SHS   2019-06-20 2020-02-07
16. REGIONS FINANCIAL CORP   2017-01-11 2020-02-07
8. REGIONS FINANCIAL CORP   2017-01-12 2020-02-07
17. REGIONS FINANCIAL CORP   2017-01-13 2020-02-07
69. SEA LTD   2018-11-12 2020-02-07
20. SONY CORP ADR AMERN SH NEW   2019-01-04 2020-02-07
36. SONY CORP ADR AMERN SH NEW   2019-02-05 2020-02-07
11. SONY CORP ADR AMERN SH NEW   2019-02-06 2020-02-07
.65 DISH NETWORK CORPATION   2018-10-10 2020-02-10
.04 DISH NETWORK CORPATION   2018-10-11 2020-02-10
5.31 DISH NETWORK CORPATION   2018-08-23 2020-02-10
5. KAR AUCTION SERVICES INC   2019-01-17 2020-02-10
4. KAR AUCTION SERVICES INC   2019-01-18 2020-02-10
1. KAR AUCTION SERVICES INC   2018-06-20 2020-02-10
7. KAR AUCTION SERVICES INC   2018-06-21 2020-02-10
5. KAR AUCTION SERVICES INC   2018-06-22 2020-02-10
2. RECRUIT HOLDINGS CO LTD   2019-09-19 2020-02-10
384. RECRUIT HOLDINGS CO LTD   2019-10-23 2020-02-10
13. REGIONS FINANCIAL CORP   2017-01-11 2020-02-10
7. REGIONS FINANCIAL CORP   2017-01-12 2020-02-10
14. REGIONS FINANCIAL CORP   2017-01-13 2020-02-10
27. WUXI BIOLOGICS CAYMAN   2019-07-16 2020-02-10
90. WUXI BIOLOGICS CAYMAN   2019-05-24 2020-02-10
17.26 DISH NETWORK CORPATION   2018-10-11 2020-02-11
2.33 DISH NETWORK CORPATION   2019-01-17 2020-02-11
.38 DISH NETWORK CORPATION   2018-10-19 2020-02-11
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2. DISH NETWORK CORPATION   2018-12-19 2020-02-11
1.52 DISH NETWORK CORPATION   2018-12-20 2020-02-11
28. DISH NETWORK CORPATION   2018-12-20 2020-02-11
1.41 DISH NETWORK CORPATION   2018-10-22 2020-02-11
1. KAR AUCTION SERVICES INC   2019-03-01 2020-02-11
1. KAR AUCTION SERVICES INC   2019-01-18 2020-02-11
5. KAR AUCTION SERVICES INC   2019-01-22 2020-02-11
6. KAR AUCTION SERVICES INC   2019-02-28 2020-02-11
1.52 DISH NETWORK CORPATION   2019-01-17 2020-02-12
25.67 DISH NETWORK CORPATION   2019-01-17 2020-02-12
15. DISH NETWORK CORPATION   2019-01-18 2020-02-12
.81 DISH NETWORK CORPATION   2019-01-18 2020-02-12
12. KAR AUCTION SERVICES INC   2019-03-01 2020-02-12
2. KAR AUCTION SERVICES INC   2019-03-04 2020-02-12
2. KAR AUCTION SERVICES INC   2019-07-09 2020-02-12
8. KAR AUCTION SERVICES INC   2019-07-09 2020-02-13
1. KAR AUCTION SERVICES INC   2019-07-11 2020-02-13
2. PACKAGING CORP OF AMERICA   2013-02-25 2020-02-13
4. BRISTOL-MYERS SQUIBB CO   2019-08-08 2020-02-14
5. PACKAGING CORP OF AMERICA   2013-02-25 2020-02-14
9. BAE SYSTEMS PLC   2019-04-03 2020-02-18
1. BAE SYSTEMS PLC   2019-09-03 2020-02-18
1. BAE SYSTEMS PLC   2019-09-04 2020-02-18
3. BAE SYSTEMS PLC   2019-08-15 2020-02-18
18. BAE SYSTEMS PLC   2019-08-16 2020-02-18
23. BAE SYSTEMS PLC   2019-08-19 2020-02-18
14. BAE SYSTEMS PLC   2019-08-20 2020-02-18
12. BAE SYSTEMS PLC   2019-08-22 2020-02-18
14. BRISTOL-MYERS SQUIBB CO   2019-08-08 2020-02-18
13. BRISTOL-MYERS SQUIBB CO   2019-08-09 2020-02-18
1. BRISTOL-MYERS SQUIBB CO   2019-08-20 2020-02-18
7. PACKAGING CORP OF AMERICA   2013-02-25 2020-02-18
6. PACKAGING CORP OF AMERICA   2013-02-26 2020-02-18
8. BRISTOL-MYERS SQUIBB CO   2019-08-20 2020-02-19
1. NOVARTIS AG SPNSRD ADR   2018-10-18 2020-02-19
4. NOVARTIS AG SPNSRD ADR   2018-10-19 2020-02-19
5. NOVARTIS AG SPNSRD ADR   2018-10-31 2020-02-19
7. PACKAGING CORP OF AMERICA   2013-02-26 2020-02-19
16. REGIONS FINANCIAL CORP   2017-01-12 2020-02-19
6. NOVARTIS AG SPNSRD ADR   2018-12-14 2020-02-20
4. NOVARTIS AG SPNSRD ADR   2018-10-31 2020-02-20
4. NOVARTIS AG SPNSRD ADR   2018-12-31 2020-02-20
61. REGIONS FINANCIAL CORP   2017-01-12 2020-02-20
8. FACEBOOK INC   2014-07-01 2020-02-21
7. FACEBOOK INC   2015-08-05 2020-02-21
8. PACKAGING CORP OF AMERICA   2013-02-26 2020-02-24
7. NOVARTIS AG SPNSRD ADR   2019-01-08 2020-02-25
5. NOVARTIS AG SPNSRD ADR   2019-01-09 2020-02-25
8. NOVARTIS AG SPNSRD ADR   2019-12-13 2020-02-25
10. NOVARTIS AG SPNSRD ADR   2019-12-16 2020-02-25
34. NOVARTIS AG SPNSRD ADR   2019-10-22 2020-02-25
6. NOVARTIS AG SPNSRD ADR   2018-12-31 2020-02-25
8. PACKAGING CORP OF AMERICA   2019-01-04 2020-02-25
1. PACKAGING CORP OF AMERICA   2013-02-27 2020-02-25
53. ALIBABA GROUP HOLDING LT   2019-06-06 2020-02-26
6. EQUINIX INC   2018-11-08 2020-02-26
51. HEXAGON AB ADR   2019-09-12 2020-02-26
1. PACKAGING CORP OF AMERICA   2019-01-04 2020-02-26
4. CDW CORP/DE   2016-02-26 2020-02-27
4. CDW CORP/DE   2016-02-29 2020-02-27
3. NETFLIX COM INC   2018-11-21 2020-02-27
6. UNION PACIFIC CORP   2017-12-04 2020-02-27
7. UNION PACIFIC CORP   2017-11-30 2020-02-27
7. J P MORGAN CHASE & CO   2019-01-07 2020-02-28
7. J P MORGAN CHASE & CO   2012-12-17 2020-02-28
5. CDW CORP/DE   2018-02-28 2020-03-02
6. CDW CORP/DE   2016-02-29 2020-03-02
10000. U.S. TREASURY NOTE   2019-08-02 2020-03-02
8000. U.S. TREASURY NOTE   2018-04-26 2020-03-02
1. CDW CORP/DE   2018-03-12 2020-03-03
2. CDW CORP/DE   2018-03-14 2020-03-03
1. CDW CORP/DE   2018-02-28 2020-03-03
13. J P MORGAN CHASE & CO   2012-12-17 2020-03-03
42. PTC INC SHS   2019-06-06 2020-03-03
34. PTC INC SHS   2019-06-07 2020-03-03
23. US BANCORP DEL   2013-01-14 2020-03-03
300. BAE SYSTEMS PLC   2019-04-03 2020-03-04
14. PTC INC SHS   2019-11-26 2020-03-04
83. QANTAS AIRWAYS LTD   2019-09-16 2020-03-04
116. QANTAS AIRWAYS LTD   2019-09-17 2020-03-04
3. EQUINIX INC   2018-11-21 2020-03-05
3. FACEBOOK INC   2020-02-10 2020-03-05
128. QANTAS AIRWAYS LTD   2019-09-17 2020-03-05
3. ASML HLDG NV NY REG SHS   2019-01-04 2020-03-05
23. ASML HLDG NV NY REG SHS   2018-12-20 2020-03-05
3. AUTODESK INC COM   2019-07-11 2020-03-06
4. AUTODESK INC COM   2017-06-22 2020-03-06
9. MICROSOFT CORP COM   2016-02-22 2020-03-06
19. DELTA AIR LINES INC   2016-06-10 2020-03-09
10. DELTA AIR LINES INC   2017-01-11 2020-03-09
21. DELTA AIR LINES INC   2016-05-19 2020-03-09
29. DELTA AIR LINES INC   2016-02-23 2020-03-09
6. J P MORGAN CHASE & CO   2012-06-11 2020-03-09
1. J P MORGAN CHASE & CO   2012-06-12 2020-03-09
105. MARATHON OIL CORP   2018-06-11 2020-03-09
27. MARATHON OIL CORP   2018-06-12 2020-03-09
63. MARATHON OIL CORP   2019-01-16 2020-03-09
22. MARATHON OIL CORP   2019-03-19 2020-03-09
40. MARATHON OIL CORP   2018-05-21 2020-03-09
35. MARATHON OIL CORP   2018-05-22 2020-03-09
1. ONEOK INC   2018-08-03 2020-03-09
11. ONEOK INC   2018-11-05 2020-03-09
5. ONEOK INC   2018-12-13 2020-03-09
24. TRUIST FINL CORP   2013-05-09 2020-03-09
9. AUTODESK INC COM   2017-06-22 2020-03-10
11. BALL CORP   2019-08-13 2020-03-10
19. BALL CORP   2019-07-29 2020-03-10
9. COUPA SOFTWARE INC   2019-09-10 2020-03-10
5. COUPA SOFTWARE INC   2019-12-19 2020-03-10
34. DR HORTON INC   2016-10-19 2020-03-10
2. DR HORTON INC   2016-10-20 2020-03-10
15. DR HORTON INC   2017-02-21 2020-03-10
39. DELTA AIR LINES INC   2017-01-11 2020-03-10
10. DELTA AIR LINES INC   2017-01-12 2020-03-10
8. MARATHON OIL CORP   2019-03-19 2020-03-10
8. ONEOK INC   2019-03-01 2020-03-10
8. ONEOK INC   2018-12-13 2020-03-10
3. ONEOK INC   2019-11-18 2020-03-10
7. ONEOK INC   2019-11-19 2020-03-10
16. MONDELEZ INTERNATIONAL INC   2018-08-02 2020-03-11
22. MONDELEZ INTERNATIONAL INC   2018-08-03 2020-03-11
109. MONDELEZ INTERNATIONAL INC   2020-02-07 2020-03-11
45. NESTLE S A SPONSORED ADR   2020-02-07 2020-03-11
36. NESTLE S A SPONSORED ADR   2019-01-28 2020-03-11
3. HUMANA INC   2016-08-30 2020-03-12
2. COSTAR GROUP INC   2018-10-12 2020-03-13
25. DR HORTON INC   2017-04-13 2020-03-13
1. DR HORTON INC   2018-05-16 2020-03-13
38. DR HORTON INC   2018-05-17 2020-03-13
3. IAC INTERACTIVECORP   2019-05-02 2020-03-13
3. IAC INTERACTIVECORP   2019-05-09 2020-03-13
3. IAC INTERACTIVECORP   2019-08-15 2020-03-13
1. IAC INTERACTIVECORP   2019-04-22 2020-03-13
2. HUMANA INC   2016-10-19 2020-03-16
2. HUMANA INC   2019-03-19 2020-03-16
3. HUMANA INC   2019-08-19 2020-03-16
1. HUMANA INC   2019-07-23 2020-03-16
2. HUMANA INC   2016-08-30 2020-03-16
1. O'REILLY AUTOMOTIVE INC   2019-01-04 2020-03-16
26. AXA ADR   2018-10-05 2020-03-17
290. AXA ADR   2018-05-09 2020-03-17
40. AXA ADR   2018-06-11 2020-03-17
157. GRUPO FINANCIERO BANORTE SAB DE CV   2019-12-13 2020-03-17
52. GRUPO FINANCIERO BANORTE SAB DE CV   2019-12-18 2020-03-17
2. HUMANA INC   2016-10-19 2020-03-17
1. HUMANA INC   2019-03-19 2020-03-17
3. HUMANA INC   2019-08-19 2020-03-17
1. HUMANA INC   2019-07-23 2020-03-17
1. HUMANA INC   2016-08-30 2020-03-17
2. HUMANA INC   2016-08-30 2020-03-17
132. ON SEMICONDUCTOR CORP   2019-09-11 2020-03-17
176. ON SEMICONDUCTOR CORP   2019-10-11 2020-03-17
60. ON SEMICONDUCTOR CORP   2019-10-22 2020-03-17
26. GRUPO FINANCIERO BANORTE SAB DE CV   2019-12-18 2020-03-18
124. GRUPO FINANCIERO BANORTE SAB DE CV   2019-12-19 2020-03-18
8. GRUPO FINANCIERO BANORTE SAB DE CV   2019-12-20 2020-03-18
2. HUMANA INC   2016-10-18 2020-03-18
3. O'REILLY AUTOMOTIVE INC   2019-01-04 2020-03-18
2. O'REILLY AUTOMOTIVE INC   2018-10-25 2020-03-18
4. EQUINIX INC   2018-11-09 2020-03-19
1. EQUINIX INC   2018-11-21 2020-03-19
7. EQUINIX INC   2019-11-26 2020-03-19
9. GRUPO FINANCIERO BANORTE SAB DE CV   2019-12-20 2020-03-19
77. GRUPO FINANCIERO BANORTE SAB DE CV   2020-02-28 2020-03-19
2. HUMANA INC   2016-10-18 2020-03-20
10. IQVIA HLDGS INC   2019-03-12 2020-03-20
37. AIRBUS SE   2020-03-03 2020-03-24
62. AIRBUS SE   2020-02-05 2020-03-24
7. IQVIA HLDGS INC   2019-11-06 2020-03-24
6. IQVIA HLDGS INC   2019-04-22 2020-03-24
26. NESTLE S A SPONSORED ADR   2019-11-20 2020-03-24
8. BURLINGTON STORES INC   2019-04-09 2020-03-25
2. BURLINGTON STORES INC   2019-03-27 2020-03-25
17. VERIZON COMMUNICATIONS INC   2012-01-30 2020-03-26
6. AUTODESK INC COM   2019-08-06 2020-03-27
8. AUTODESK INC COM   2017-06-22 2020-03-27
7. BURLINGTON STORES INC   2019-03-27 2020-03-27
7. NESTLE S A SPONSORED ADR   2019-01-28 2020-03-30
25. BAKER HUGHES A GE CO   2019-03-20 2020-03-31
24. BAKER HUGHES A GE CO   2019-03-21 2020-03-31
1. BAKER HUGHES A GE CO   2019-05-31 2020-03-31
2. HUMANA INC   2016-10-18 2020-03-31
4. HUMANA INC   2016-10-19 2020-03-31
4. MARSH & MCLENNAN COS INC   2019-03-01 2020-03-31
4. MARSH & MCLENNAN COS INC   2019-03-04 2020-03-31
2. MARSH & MCLENNAN COS INC   2016-08-10 2020-03-31
59. NESTLE S A SPONSORED ADR   2019-11-20 2020-03-31
81. NESTLE S A SPONSORED ADR   2019-01-28 2020-03-31
3. SALESFORCE COM INC   2019-12-19 2020-03-31
4. SALESFORCE COM INC   2020-02-25 2020-03-31
145. UBISOFT ENTERTAINMENT   2019-06-10 2020-03-31
136. UBISOFT ENTERTAINMENT   2019-03-13 2020-03-31
51. WUXI BIOLOGICS CAYMAN   2019-05-24 2020-03-31
1. ALPHABET INC SHS CL C   2017-03-08 2020-04-01
1. ALPHABET INC SHS CL A   2019-01-04 2020-04-01
13. BAKER HUGHES A GE CO   2019-06-03 2020-04-01
19. BAKER HUGHES A GE CO   2019-09-24 2020-04-01
8. BAKER HUGHES A GE CO   2019-09-25 2020-04-01
19. BAKER HUGHES A GE CO   2019-05-31 2020-04-01
9. MICROSOFT CORP COM   2016-01-20 2020-04-01
1. MICROSOFT CORP COM   2016-02-22 2020-04-01
4. ADOBE SYS INC COM   2018-12-27 2020-04-02
85. AXA ADR   2018-06-11 2020-04-02
101. AXA ADR   2019-09-26 2020-04-02
122. AXA ADR   2018-06-28 2020-04-02
115. AXA ADR   2020-02-28 2020-04-02
71. ON SEMICONDUCTOR CORP   2019-10-11 2020-04-02
6. ON SEMICONDUCTOR CORP   2019-10-14 2020-04-02
420. ON SEMICONDUCTOR CORP   2019-08-22 2020-04-02
47. ON SEMICONDUCTOR CORP   2019-08-23 2020-04-02
30. ON SEMICONDUCTOR CORP   2019-10-14 2020-04-03
114. ON SEMICONDUCTOR CORP   2020-02-27 2020-04-03
1000. ANHEUSER-BUSCH INBEV FIN   2017-10-26 2020-04-06
3000. APPLE INC   2017-05-08 2020-04-06
3000. BB&T CORPORATION   2017-03-27 2020-04-06
2000. CITIGROUP INC   2011-11-17 2020-04-06
2000. COMCAST CORP   2020-03-04 2020-04-06
3000. FEDERAL NATL MTG ASSOC   2017-06-14 2020-04-06
3000. GENERAL MOTORS FINL CO   2018-04-10 2020-04-06
3000. GOLDMAN SACHS GROUP INC   2012-08-01 2020-04-06
1000. MORGAN STANLEY   2018-08-29 2020-04-06
6. TRANSDIGM GROUP INC   2020-03-06 2020-04-06
1000. UNION PACIFIC CORP   2018-06-07 2020-04-06
1000. US BANCORP   2017-01-27 2020-04-06
3000. U.S. TREASURY PRIN STRIP   2018-04-26 2020-04-06
2000. U.S. TREASURY BOND 3.125% FEB 15 2042   2012-09-07 2020-04-06
2000. U.S. TREASURY BOND   2014-09-17 2020-04-06
1000. U.S. TREASURY BOND   2016-08-24 2020-04-06
3000. U.S. TREASURY BOND   2019-09-06 2020-04-06
3000. U.S. TREASURY NOTE   2019-07-17 2020-04-06
2000. U.S. TREASURY NOTE   2010-06-24 2020-04-06
6000. U.S. TREASURY NOTE   2019-04-11 2020-04-06
4000. U.S. TREASURY NOTE   2017-12-18 2020-04-06
2000. U.S. TRSY INFLATION NTE   2019-02-11 2020-04-06
9000. U.S. TREASURY NOTE   2019-09-24 2020-04-06
4000. U.S. TREASURY NOTE   2019-12-17 2020-04-06
2000. U.S. TREASURY NOTE   2020-02-06 2020-04-06
3000. VISA INC   2015-12-11 2020-04-06
3000. WALMART INC   2018-06-21 2020-04-06
1000. WELLS FARGO & COMPANY   2012-12-05 2020-04-06
10. AES CORP/VA   2018-09-19 2020-04-07
35. AIRBUS SE   2020-03-06 2020-04-07
5. ALIBABA GROUP HOLDING LT   2019-06-06 2020-04-07
2. ALIGN TECHNOLOGY INC   2018-12-13 2020-04-07
22. ALLY FINANCIAL INC   2018-02-08 2020-04-07
6. ALLY FINANCIAL INC   2018-02-09 2020-04-07
1. ALPHABET INC SHS CL A   2012-06-28 2020-04-07
11. ALTRIA GROUP INC   2015-07-08 2020-04-07
1. AMAZON COM INC   2017-06-22 2020-04-07
23. AMERICAN INTERNATIONAL GROUP INC   2015-06-10 2020-04-07
7. AMERICAN INTERNATIONAL GROUP INC   2015-06-12 2020-04-07
2. ANALOG DEVICES INC   2020-01-29 2020-04-07
1. APPLE INC   2016-03-31 2020-04-07
3. BAE SYSTEMS PLC   2019-04-03 2020-04-07
3. BALL CORP   2019-07-29 2020-04-07
3000. BANK OF MONTREAL   2019-03-29 2020-04-07
1. BOOKING HLDGS INC   2020-03-24 2020-04-07
4. BURBERRY GROP PLC-SP ADR   2017-11-11 2020-04-07
80. BURBERRY GROP PLC-SP ADR   2018-02-12 2020-04-07
6. CDK GLOBAL INC   2019-03-26 2020-04-07
3. CME GROUP INC   2018-08-08 2020-04-07
1. CHEVRONTEXACO CORP   2017-01-05 2020-04-07
2. CHEVRONTEXACO CORP   2016-08-25 2020-04-07
2. CITIGROUP INC   2013-01-02 2020-04-07
6. CONOCOPHILLIPS   2019-07-02 2020-04-07
3. CONSTELLATION BRANDS INC   2017-06-28 2020-04-07
3. DOWDUPONT INC   2017-01-06 2020-04-07
2. DOWDUPONT INC   2017-01-09 2020-04-07
1. DOWDUPONT INC   2016-12-13 2020-04-07
1. DOMINO S PIZZA INC   2017-07-10 2020-04-07
4. FACEBOOK INC   2014-07-01 2020-04-07
10. FOX CORP   2019-11-11 2020-04-07
12. GENERAL MOTORS CO   2019-06-19 2020-04-07
4. GODADDY INC SHS CL A   2019-07-11 2020-04-07
1. HONEYWELL INTERNATIONAL INC   2019-01-18 2020-04-07
7. INTESA SANPAOLO SPON ADR   2016-02-10 2020-04-07
17. INTESA SANPAOLO SPON ADR   2016-03-15 2020-04-07
4. INTESA SANPAOLO SPON ADR   2016-05-26 2020-04-07
2. INTUIT INC   2018-06-28 2020-04-07
1. INTUITIVE SURGICAL INC   2018-10-08 2020-04-07
54. ISHARES TIPS BOND ETF   2012-11-12 2020-04-07
163. ISHARES MBS ETF   2012-04-23 2020-04-07
4. KEYSIGHT TECHNOLOGIES   2019-03-06 2020-04-07
5. LABORATORY CORP AMER HLDGS   2014-12-26 2020-04-07
10. LOWES COMPANIES INC COM   2013-07-23 2020-04-07
2. MARATHON OIL CORP   2019-03-19 2020-04-07
6. MASTERCARD INC   2018-01-31 2020-04-07
1. MERCADOLIBRE INC   2017-08-23 2020-04-07
4. MICROSOFT CORP COM   2011-05-16 2020-04-07
3. MOLSON COORS BREWING CO   2019-02-04 2020-04-07
1. NIKE INC CL B   2018-01-03 2020-04-07
1. NORFOLK SOUTHERN CORP   2017-01-09 2020-04-07
4. PIONEER NAT RES CO   2020-03-31 2020-04-07
2. PROLOGIS INC   2019-10-28 2020-04-07
3. QUANTA SERVICES INC   2020-03-19 2020-04-07
328. RECRUIT HOLDINGS CO LTD   2019-09-12 2020-04-07
5. ROBERT HALF INTERNATIONAL INC   2020-03-25 2020-04-07
1. ROPER TECHNOLOGIES INC   2018-01-11 2020-04-07
4. ROSS STORES INC   2020-03-24 2020-04-07
2000. ROYAL BANK OF CANADA   2018-04-26 2020-04-07
3. SBA COMMUNICATIONS CORP   2018-04-10 2020-04-07
1. SANOFI-SYNTHELABO   2019-09-24 2020-04-07
3. SANOFI-SYNTHELABO   2019-09-25 2020-04-07
8. SCHNEIDER ELEC SA ADR   2020-03-31 2020-04-07
1. SHERWIN-WILLIAMS CO/THE   2018-01-11 2020-04-07
1. SHOPIFY INC CL A   2019-09-20 2020-04-07
6. TRANSUNION   2019-02-12 2020-04-07
7. TRUIST FINL CORP   2013-05-09 2020-04-07
4. US BANCORP DEL   2013-01-02 2020-04-07
1. VERTEX PHARMACEUTICALS INC   2017-06-22 2020-04-07
8. VISA INC   2017-06-22 2020-04-07
3. WASTE MANAGEMENT INC   2019-10-21 2020-04-07
8. WELLS FARGO & CO NEW   2016-02-12 2020-04-07
2. WELLS FARGO & CO NEW   2016-07-13 2020-04-07
3. WILLIAMS COS INC/THE   2018-05-21 2020-04-07
20. XP INC   2020-03-20 2020-04-07
2. ASML HLDG NV NY REG SHS   2019-01-04 2020-04-07
1. FERRARI NV   2019-05-29 2020-04-07
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6. DOLLAR GENERAL CORP   2019-04-05 2020-04-13
2. DOLLAR GENERAL CORP   2019-01-08 2020-04-13
2. DOLLAR GENERAL CORP   2019-01-09 2020-04-13
1. SALESFORCE COM INC   2019-12-19 2020-04-13
4. SALESFORCE COM INC   2018-10-31 2020-04-13
14. SONY CORP ADR AMERN SH NEW   2019-02-19 2020-04-13
7. WAL MART STORES INC   2017-09-05 2020-04-13
7. WAL MART STORES INC   2017-01-09 2020-04-13
1. IAC INTERACTIVECORP   2019-02-21 2020-04-14
4. IAC INTERACTIVECORP   2019-04-22 2020-04-14
5. SONY CORP ADR AMERN SH NEW   2019-02-19 2020-04-14
24. AES CORP/VA   2019-05-13 2020-04-16
20. AES CORP/VA   2019-05-14 2020-04-16
14. BP P L C SPONS ADR   2018-10-02 2020-04-16
15. BP P L C SPONS ADR   2018-06-11 2020-04-16
5. CRH PLC ADR   2017-12-04 2020-04-16
2. CRH PLC ADR   2017-12-07 2020-04-16
5. DOLLAR GENERAL CORP   2019-01-08 2020-04-16
11. J P MORGAN CHASE & CO   2012-12-17 2020-04-16
3. JOHNSON & JOHNSON   2020-01-09 2020-04-16
8. JOHNSON & JOHNSON   2020-02-14 2020-04-16
4. KELLOGG CO   2017-11-08 2020-04-16
2. KELLOGG CO   2017-11-08 2020-04-16
11. KELLOGG CO   2019-08-20 2020-04-16
10. LOWES COMPANIES INC COM   2013-07-23 2020-04-16
5. MICROSOFT CORP COM   2016-01-20 2020-04-16
11. MICROSOFT CORP COM   2016-01-20 2020-04-16
1. NEXTERA ENERGY INC   2020-04-07 2020-04-16
6. NEXTERA ENERGY INC   2008-11-14 2020-04-16
5. NEXTERA ENERGY INC   2005-09-30 2020-04-16
15. ORACLE CORP   2017-05-17 2020-04-16
7. SONY CORP ADR AMERN SH NEW   2018-03-14 2020-04-16
5. SONY CORP ADR AMERN SH NEW   2018-03-14 2020-04-16
3. SONY CORP ADR AMERN SH NEW   2018-03-14 2020-04-16
7. TRAVELERS COS INC/THE   2009-08-12 2020-04-16
3. TRAVELERS COS INC/THE   2018-01-22 2020-04-16
1. TRAVELERS COS INC/THE   2018-01-23 2020-04-16
1. TRAVELERS COS INC/THE   2017-08-29 2020-04-16
3. VERIZON COMMUNICATIONS INC   2019-05-20 2020-04-16
16. VERIZON COMMUNICATIONS INC   2019-03-29 2020-04-16
22. VERIZON COMMUNICATIONS INC   2019-03-29 2020-04-16
8. ALCON SA ACT NOM   2019-08-21 2020-04-16
15. AES CORP/VA   2019-05-13 2020-04-17
12. AES CORP/VA   2019-05-14 2020-04-17
4. CRH PLC ADR   2017-12-04 2020-04-17
1. CRH PLC ADR   2017-12-07 2020-04-17
2. SONY CORP ADR AMERN SH NEW   2018-03-14 2020-04-17
13. SONY CORP ADR AMERN SH NEW   2018-03-14 2020-04-17
1. TRAVELERS COS INC/THE   2009-08-12 2020-04-17
8. ALCON SA ACT NOM   2019-08-21 2020-04-17
3. CRH PLC ADR   2017-12-04 2020-04-20
1. CRH PLC ADR   2017-12-07 2020-04-20
5. CRH PLC ADR   2017-12-04 2020-04-21
2. CRH PLC ADR   2017-12-07 2020-04-21
14. ROGERS COMMUNICATIONS INC   2019-06-07 2020-04-21
50. ROGERS COMMUNICATIONS INC   2019-06-10 2020-04-21
16. ROGERS COMMUNICATIONS INC   2019-05-24 2020-04-21
59. ROGERS COMMUNICATIONS INC   2019-05-28 2020-04-21
11. VARIAN MED SYS INC   2020-01-22 2020-04-21
2. VARIAN MED SYS INC   2020-01-23 2020-04-21
4. VARIAN MED SYS INC   2020-01-23 2020-04-22
5. DOLLAR GENERAL CORP   2019-04-16 2020-04-24
1. DOLLAR GENERAL CORP   2019-04-16 2020-04-24
3. DOLLAR GENERAL CORP   2019-04-17 2020-04-24
5. FEDEX CORP   2019-08-08 2020-04-24
4. FEDEX CORP   2019-06-27 2020-04-24
10. MICROSOFT CORP COM   2016-01-20 2020-04-24
6. MICROSOFT CORP COM   2019-04-22 2020-04-24
3. SONY CORP ADR AMERN SH NEW   2019-02-19 2020-04-24
2. WAL MART STORES INC   2017-09-05 2020-04-24
6. WAL MART STORES INC   2017-08-17 2020-04-24
19. SONY CORP ADR AMERN SH NEW   2019-02-19 2020-04-27
263. AIRBUS SE   2020-03-06 2020-04-28
24. AIRBUS SE   2020-03-06 2020-04-28
134. AIRBUS SE   2020-03-31 2020-04-28
1. AMAZON COM INC   2017-06-22 2020-04-28
5. LABORATORY CORP AMER HLDGS   2018-07-12 2020-04-28
10. MICROSOFT CORP COM   2016-01-20 2020-04-28
8. MICROSOFT CORP COM   2016-01-20 2020-04-28
6. MICROSOFT CORP COM   2019-04-22 2020-04-28
2. NOVO NORDISK A/S ADR   2017-10-09 2020-04-28
3. NOVO NORDISK A/S ADR   2017-10-11 2020-04-28
4. NOVO NORDISK A/S ADR   2017-10-17 2020-04-28
4. NOVO NORDISK A/S ADR   2017-10-26 2020-04-28
7. SONY CORP ADR AMERN SH NEW   2018-03-14 2020-04-28
56. AIRBUS SE   2020-03-31 2020-04-29
7. HONEYWELL INTERNATIONAL INC   2019-01-18 2020-04-29
2. NOVO NORDISK A/S ADR   2017-10-09 2020-04-29
3. NOVO NORDISK A/S ADR   2017-10-11 2020-04-29
3. NOVO NORDISK A/S ADR   2017-10-17 2020-04-29
4. NOVO NORDISK A/S ADR   2017-10-26 2020-04-29
3. SONY CORP ADR AMERN SH NEW   2019-01-04 2020-04-29
4. SONY CORP ADR AMERN SH NEW   2018-04-05 2020-04-29
4. SONY CORP ADR AMERN SH NEW   2018-03-14 2020-04-29
23. UBISOFT ENTERTAINMENT   2019-03-11 2020-04-29
221. UBISOFT ENTERTAINMENT   2019-03-12 2020-04-29
52. KNORR-BREMSE AG   2019-02-06 2020-04-30
4. KNORR-BREMSE AG   2019-02-13 2020-04-30
67. KNORR-BREMSE AG   2019-10-23 2020-04-30
26. MORPHOSYS AG   2019-07-19 2020-04-30
76. MORPHOSYS AG   2019-07-22 2020-04-30
100. ROCHE HLDG LTD SPONSORED ADR   2019-03-21 2020-04-30
7. ROCHE HLDG LTD SPONSORED ADR   2019-04-25 2020-04-30
10. UBISOFT ENTERTAINMENT   2019-03-11 2020-04-30
94. UBISOFT ENTERTAINMENT   2019-03-12 2020-04-30
1000. U.S. TREASURY NOTE   2012-03-06 2020-04-30
1000. U.S. TREASURY NOTE   2011-02-08 2020-04-30
1000. U.S. TREASURY NOTE   2013-07-23 2020-04-30
4000. U.S. TREASURY NOTE   2010-06-24 2020-04-30
1000. U.S. TREASURY NOTE   2017-08-30 2020-04-30
9000. U.S. TREASURY NOTE   2020-02-06 2020-04-30
8. KNORR-BREMSE AG   2019-02-06 2020-05-01
1. KNORR-BREMSE AG   2019-02-13 2020-05-01
10. KNORR-BREMSE AG   2019-10-23 2020-05-01
5. MORPHOSYS AG   2019-07-19 2020-05-01
13. MORPHOSYS AG   2019-07-22 2020-05-01
1. IAC INTERACTIVECORP   2018-11-01 2020-05-07
2. IAC INTERACTIVECORP   2019-02-05 2020-05-07
2. IAC INTERACTIVECORP   2019-02-21 2020-05-07
5. MOLSON COORS BREWING CO   2019-02-04 2020-05-13
3. MOLSON COORS BREWING CO   2019-02-05 2020-05-13
5. MOLSON COORS BREWING CO   2019-02-07 2020-05-13
11. MOLSON COORS BREWING CO   2019-02-08 2020-05-13
2. MOLSON COORS BREWING CO   2019-02-20 2020-05-13
38. MORPHOSYS AG   2019-07-18 2020-05-13
5. MORPHOSYS AG   2019-07-22 2020-05-13
20. VERIZON COMMUNICATIONS INC   2019-05-20 2020-05-13
1. MOLSON COORS BREWING CO   2019-02-07 2020-05-14
1. MOLSON COORS BREWING CO   2019-02-08 2020-05-14
1. ALIGN TECHNOLOGY INC   2018-12-13 2020-05-18
1. ALIGN TECHNOLOGY INC   2018-12-18 2020-05-18
2. ALIGN TECHNOLOGY INC   2019-01-18 2020-05-18
15. CISCO SYSTEMS INC   2019-08-21 2020-05-18
2. DOLLAR GENERAL CORP   2019-04-16 2020-05-18
1. DOLLAR GENERAL CORP   2018-11-26 2020-05-18
1. J P MORGAN CHASE & CO   2020-04-07 2020-05-18
3. J P MORGAN CHASE & CO   2012-12-17 2020-05-18
6. J P MORGAN CHASE & CO   2012-06-27 2020-05-18
5. J P MORGAN CHASE & CO   2012-06-29 2020-05-18
5. JOHNSON & JOHNSON   2020-01-09 2020-05-18
4. KELLOGG CO   2017-11-08 2020-05-18
7. ORACLE CORP   2017-05-17 2020-05-18
5. ORACLE CORP   2017-05-18 2020-05-18
2. QUEST DIAGNOSTICS INC   2019-04-24 2020-05-18
2. QUEST DIAGNOSTICS INC   2019-04-26 2020-05-18
1. STATE ST CORP COM   2018-11-05 2020-05-18
4. STATE ST CORP COM   2018-10-09 2020-05-18
4. KELLOGG CO   2020-04-07 2020-05-19
10. KELLOGG CO   2017-11-08 2020-05-19
2. PAYPAL HOLDINGS INC SHS   2017-10-20 2020-05-19
22. PAYPAL HOLDINGS INC SHS   2017-06-30 2020-05-19
8. PAYPAL HOLDINGS INC SHS   2020-01-30 2020-05-19
1. QUEST DIAGNOSTICS INC   2019-04-24 2020-05-19
3. SEA LTD   2018-11-12 2020-05-19
20. SEA LTD   2018-11-13 2020-05-19
10. STATE ST CORP COM   2018-11-05 2020-05-19
2. STATE ST CORP COM   2019-01-07 2020-05-19
20. DR HORTON INC   2017-04-13 2020-05-20
63. KNORR-BREMSE AG   2019-02-05 2020-05-20
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27. MICROSOFT CORP COM   2014-08-14 2020-06-17
62. MICROSOFT CORP COM   2011-05-16 2020-06-17
10. MONDELEZ INTERNATIONAL INC   2018-08-02 2020-06-17
205. MONDELEZ INTERNATIONAL INC   2019-12-17 2020-06-17
2000. MORGAN STANLEY   2018-08-29 2020-06-17
2. NORFOLK SOUTHERN CORP   2017-04-03 2020-06-17
10. NORFOLK SOUTHERN CORP   2017-01-09 2020-06-17
8. NORFOLK SOUTHERN CORP   2017-01-10 2020-06-17
9. NORFOLK SOUTHERN CORP   2017-01-12 2020-06-17
3. O'REILLY AUTOMOTIVE INC   2018-07-09 2020-06-17
3. O'REILLY AUTOMOTIVE INC   2018-07-10 2020-06-17
4. O'REILLY AUTOMOTIVE INC   2018-07-19 2020-06-17
1. O'REILLY AUTOMOTIVE INC   2018-10-26 2020-06-17
4. O'REILLY AUTOMOTIVE INC   2018-07-31 2020-06-17
4. ORACLE CORP   2020-04-07 2020-06-17
30. ORACLE CORP   2017-05-18 2020-06-17
162. OTIS WORLDWIDE CORP REG   2020-04-07 2020-06-17
336. BANK MANDIRI PERSERO TBK PT   2019-04-03 2020-06-17
63. BANK MANDIRI PERSERO TBK PT   2018-11-05 2020-06-17
570. BANK MANDIRI PERSERO TBK PT   2018-11-06 2020-06-17
243. BANK MANDIRI PERSERO TBK PT   2018-11-07 2020-06-17
114. BANK MANDIRI PERSERO TBK PT   2020-04-07 2020-06-17
27. PAYPAL HOLDINGS INC SHS   2020-04-01 2020-06-17
7. PAYPAL HOLDINGS INC SHS   2020-01-09 2020-06-17
97. PAYPAL HOLDINGS INC SHS   2019-12-18 2020-06-17
2. PAYPAL HOLDINGS INC SHS   2020-01-30 2020-06-17
52. PING AN INSURANCE GROUP CO OF CHINA LTD   2020-04-07 2020-06-17
156. PING AN INSURANCE GROUP CO OF CHINA LTD   2020-03-12 2020-06-17
127. PING AN INSURANCE GROUP CO OF CHINA LTD   2018-08-22 2020-06-17
182. PING AN INSURANCE GROUP CO OF CHINA LTD   2020-01-31 2020-06-17
13. QUANTA SERVICES INC   2020-04-01 2020-06-17
22. QUANTA SERVICES INC   2020-04-02 2020-06-17
1. QUANTA SERVICES INC   2020-04-03 2020-06-17
6. QUANTA SERVICES INC   2020-04-13 2020-06-17
18. QUANTA SERVICES INC   2020-04-14 2020-06-17
5. QUANTA SERVICES INC   2020-04-15 2020-06-17
7. QUANTA SERVICES INC   2020-04-16 2020-06-17
25. QUANTA SERVICES INC   2020-04-17 2020-06-17
7. QUANTA SERVICES INC   2020-03-19 2020-06-17
24. QUANTA SERVICES INC   2020-03-20 2020-06-17
1. QUANTA SERVICES INC   2020-04-20 2020-06-17
32. QUANTA SERVICES INC   2020-03-23 2020-06-17
14. QUANTA SERVICES INC   2020-04-28 2020-06-17
14. QUANTA SERVICES INC   2020-04-29 2020-06-17
5. RAYMOND JAMES FINANCIAL INC   2020-01-14 2020-06-17
9. RAYMOND JAMES FINANCIAL INC   2020-01-15 2020-06-17
2. RAYMOND JAMES FINANCIAL INC   2020-01-16 2020-06-17
7. RAYMOND JAMES FINANCIAL INC   2020-01-29 2020-06-17
4. RAYMOND JAMES FINANCIAL INC   2020-01-30 2020-06-17
519. RECRUIT HOLDINGS CO LTD   2020-03-04 2020-06-17
1167. RECRUIT HOLDINGS CO LTD   2019-09-12 2020-06-17
391. RECRUIT HOLDINGS CO LTD   2019-09-19 2020-06-17
660. RECRUIT HOLDINGS CO LTD   2020-03-23 2020-06-17
599. RECRUIT HOLDINGS CO LTD   2020-04-30 2020-06-17
11. ROBERT HALF INTERNATIONAL INC   2020-04-01 2020-06-17
13. ROBERT HALF INTERNATIONAL INC   2020-04-02 2020-06-17
14. ROBERT HALF INTERNATIONAL INC   2020-03-25 2020-06-17
25. ROBERT HALF INTERNATIONAL INC   2020-03-26 2020-06-17
10. ROBERT HALF INTERNATIONAL INC   2020-03-27 2020-06-17
15. ROCHE HLDG LTD SPONSORED ADR   2018-10-05 2020-06-17
72. ROCHE HLDG LTD SPONSORED ADR   2020-04-07 2020-06-17
69. ROCHE HLDG LTD SPONSORED ADR   2018-08-14 2020-06-17
124. ROCHE HLDG LTD SPONSORED ADR   2018-07-24 2020-06-17
168. ROCHE HLDG LTD SPONSORED ADR   2019-04-25 2020-06-17
44. ROGERS COMMUNICATIONS INC   2019-05-15 2020-06-17
12. ROSS STORES INC   2020-03-24 2020-06-17
13. ROSS STORES INC   2020-03-25 2020-06-17
8000. ROYAL BANK OF CANADA   2018-04-26 2020-06-17
46. KONINKLIJKE DSM NV ADR   2020-04-07 2020-06-17
59. KONINKLIJKE DSM NV ADR   2019-01-09 2020-06-17
15. KONINKLIJKE DSM NV ADR   2018-10-20 2020-06-17
223. KONINKLIJKE DSM NV ADR   2018-11-21 2020-06-17
49. KONINKLIJKE DSM NV ADR   2019-10-22 2020-06-17
122. KONINKLIJKE DSM NV ADR   2019-09-26 2020-06-17
79. SBERBANK SPONSORED ADR   2020-06-10 2020-06-17
872. SBERBANK SPONSORED ADR   2020-05-28 2020-06-17
55. SCHNEIDER ELEC SA ADR   2020-04-02 2020-06-17
471. SCHNEIDER ELEC SA ADR   2020-03-31 2020-06-17
10. SEA LTD   2020-04-07 2020-06-17
33. SEA LTD   2018-11-09 2020-06-17
58. SEA LTD   2018-11-13 2020-06-17
15. SONY CORP ADR AMERN SH NEW   2019-07-01 2020-06-17
15. SONY CORP ADR AMERN SH NEW   2019-07-01 2020-06-17
6. SONY CORP ADR AMERN SH NEW   2019-07-02 2020-06-17
32. SONY CORP ADR AMERN SH NEW   2019-04-03 2020-06-17
93. SONY CORP ADR AMERN SH NEW   2019-02-06 2020-06-17
23. SONY CORP ADR AMERN SH NEW   2019-06-14 2020-06-17
16. SONY CORP ADR AMERN SH NEW   2019-06-17 2020-06-17
10. SONY CORP ADR AMERN SH NEW   2019-06-18 2020-06-17
76. SONY CORP ADR AMERN SH NEW   2019-02-19 2020-06-17
11. SONY CORP ADR AMERN SH NEW   2019-06-19 2020-06-17
3. SONY CORP ADR AMERN SH NEW   2019-06-20 2020-06-17
5. SONY CORP ADR AMERN SH NEW   2019-06-26 2020-06-17
18. SONY CORP ADR AMERN SH NEW   2019-06-27 2020-06-17
7. SONY CORP ADR AMERN SH NEW   2019-06-28 2020-06-17
6. SONY CORP ADR AMERN SH NEW   2019-07-30 2020-06-17
13. TAIWAN SEMICONDUCTOR ADR   2017-03-09 2020-06-17
4. TAIWAN SEMICONDUCTOR ADR   2017-03-10 2020-06-17
18. TAIWAN SEMICONDUCTOR ADR   2018-12-13 2020-06-17
25. TAIWAN SEMICONDUCTOR ADR   2018-12-14 2020-06-17
6. TAIWAN SEMICONDUCTOR ADR   2017-01-23 2020-06-17
29. TAIWAN SEMICONDUCTOR ADR   2018-10-31 2020-06-17
1. TRAVELERS COS INC/THE   2020-04-07 2020-06-17
7. TRAVELERS COS INC/THE   2009-08-12 2020-06-17
6.65 TRUIST FINL CORP   2013-05-09 2020-06-17
23.31 TRUIST FINL CORP   2014-01-15 2020-06-17
36.26 TRUIST FINL CORP   2014-09-16 2020-06-17
3.89 TRUIST FINL CORP   2016-06-24 2020-06-17
25.9 TRUIST FINL CORP   2016-06-27 2020-06-17
59. UBISOFT ENTERTAINMENT   2020-04-07 2020-06-17
115. UBISOFT ENTERTAINMENT   2020-06-10 2020-06-17
89. UBISOFT ENTERTAINMENT   2019-03-11 2020-06-17
206. UBISOFT ENTERTAINMENT   2019-10-14 2020-06-17
248. UBISOFT ENTERTAINMENT   2019-11-27 2020-06-17
12. UNILEVER NV   2020-02-03 2020-06-17
8. UNILEVER NV   2018-11-05 2020-06-17
6. UNILEVER NV   2018-11-06 2020-06-17
26. UNILEVER NV   2019-11-11 2020-06-17
12. UNILEVER NV   2018-03-12 2020-06-17
1. UNILEVER NV   2018-03-13 2020-06-17
2. UNILEVER NV   2020-01-13 2020-06-17
11. UNILEVER NV   2008-11-14 2020-06-17
4. UNILEVER NV   2020-01-14 2020-06-17
25. UNILEVER NV   2019-08-15 2020-06-17
3. UNILEVER NV   2020-01-15 2020-06-17
15. UNILEVER NV   2019-08-16 2020-06-17
15. UNILEVER NV   2020-01-16 2020-06-17
2. UNILEVER NV   2019-04-17 2020-06-17
9. UNILEVER NV   2019-04-18 2020-06-17
1. UNILEVER NV   2019-11-18 2020-06-17
112. UNILEVER NV   2020-02-18 2020-06-17
13. UNILEVER NV   2019-11-19 2020-06-17
4. UNILEVER NV   2019-08-20 2020-06-17
7. UNILEVER NV   2019-08-21 2020-06-17
10. UNILEVER NV   2019-08-21 2020-06-17
8. UNILEVER NV   2019-08-22 2020-06-17
2. UNILEVER NV   2008-06-23 2020-06-17
10. UNILEVER NV   2016-06-27 2020-06-17
19. UNILEVER NV   2020-01-27 2020-06-17
7. UNILEVER NV   2020-01-31 2020-06-17
7000. US BANCORP   2017-01-27 2020-06-17
19000. U.S. TREASURY PRIN STRIP   2018-04-26 2020-06-17
2000. U.S. TREASURY BOND 3.125% FEB 15 2042   2012-09-07 2020-06-17
2000. U.S. TREASURY BOND 3.125% FEB 15 2042   2014-09-22 2020-06-17
1000. U.S. TREASURY BOND 3.125% FEB 15 2042   2013-07-23 2020-06-17
9000. U.S. TREASURY BOND 3.125% FEB 15 2042   2014-02-27 2020-06-17
1000. U.S. TREASURY BOND 3.125% FEB 15 2042   2017-08-30 2020-06-17
4000. U.S. TREASURY BOND   2014-09-17 2020-06-17
7000. U.S. TREASURY BOND   2016-02-29 2020-06-17
2000. U.S. TREASURY BOND   2017-08-30 2020-06-17
7000. U.S. TREASURY BOND   2016-08-24 2020-06-17
13000. U.S. TREASURY BOND   2019-09-06 2020-06-17
1000. U.S. TREASURY NOTE   2019-07-17 2020-06-17
10000. U.S. TREASURY NOTE   2019-09-24 2020-06-17
14000. U.S. TREASURY NOTE   2019-04-11 2020-06-17
16000. U.S. TREASURY NOTE   2019-05-14 2020-06-17
8000. U.S. TREASURY NOTE   2019-10-23 2020-06-17
7000. U.S. TRSY INFLATION NTE   2019-02-11 2020-06-17
33000. U.S. TREASURY NOTE   2020-01-22 2020-06-17
9000. U.S. TREASURY NOTE   2020-04-30 2020-06-17
24. UNITEDHEALTH GROUP INC   2014-12-23 2020-06-17
238. VIAVI SOLUTIONS INC   2019-05-02 2020-06-17
183. VIAVI SOLUTIONS INC   2019-06-07 2020-06-17
59. VIAVI SOLUTIONS INC   2020-04-07 2020-06-17
45. VIAVI SOLUTIONS INC   2019-05-24 2020-06-17
154. VIAVI SOLUTIONS INC   2019-05-28 2020-06-17
43. VIAVI SOLUTIONS INC   2019-05-29 2020-06-17
24. VISA INC   2017-06-22 2020-06-17
9. VISA INC   2017-07-31 2020-06-17
12000. VISA INC   2015-12-11 2020-06-17
1000. VISA INC   2017-08-30 2020-06-17
822. VODAFONE GROUP PLC   2020-04-30 2020-06-17
77. VOLKSWAGEN AG   2020-04-07 2020-06-17
46. VOLKSWAGEN AG   2020-01-10 2020-06-17
228. VOLKSWAGEN AG   2020-01-13 2020-06-17
109. VOLKSWAGEN AG   2019-11-19 2020-06-17
615. VOLKSWAGEN AG   2019-10-28 2020-06-17
207. VOLKSWAGEN AG   2020-02-28 2020-06-17
165. VOLKSWAGEN AG   2019-10-29 2020-06-17
395. VOLVO AB   2020-05-20 2020-06-17
329. VOLVO AB   2020-05-22 2020-06-17
7. WAL MART STORES INC   2020-04-07 2020-06-17
3. WAL MART STORES INC   2017-01-09 2020-06-17
30. WAL MART STORES INC   2017-01-10 2020-06-17
9. WAL MART STORES INC   2017-08-17 2020-06-17
15. WAL MART STORES INC   2017-07-26 2020-06-17
1. WAL MART STORES INC   2017-08-29 2020-06-17
12000. WALMART INC   2018-06-21 2020-06-17
5000. WELLS FARGO & COMPANY   2012-12-05 2020-06-17
1000. WELLS FARGO & COMPANY   2013-07-23 2020-06-17
10. WUXI BIOLOGICS CAYMAN   2020-04-07 2020-06-17
122. WUXI BIOLOGICS CAYMAN   2019-06-19 2020-06-17
89. WUXI BIOLOGICS CAYMAN   2019-05-23 2020-06-17
8. AXALTA COATING SYSTEMS   2020-06-08 2020-06-17
17. AXALTA COATING SYSTEMS   2020-06-09 2020-06-17
32. AXALTA COATING SYSTEMS   2020-06-10 2020-06-17
147. MARVELL TECHNOLOGY GROUP LTD 0.002   2020-03-30 2020-06-17
137. MARVELL TECHNOLOGY GROUP LTD 0.002   2020-03-31 2020-06-17
2. PENTAIR PLC SHS   2019-07-01 2020-06-17
6. PENTAIR PLC SHS   2019-07-02 2020-06-17
4. PENTAIR PLC SHS   2019-07-03 2020-06-17
7. PENTAIR PLC SHS   2019-07-05 2020-06-17
2. PENTAIR PLC SHS   2020-04-07 2020-06-17
6. PENTAIR PLC SHS   2019-07-08 2020-06-17
14. PENTAIR PLC SHS   2019-07-09 2020-06-17
3. WILLIS TOWERS WATSON PLC   2019-02-11 2020-06-17
5. WILLIS TOWERS WATSON PLC   2019-02-12 2020-06-17
2. WILLIS TOWERS WATSON PLC   2019-02-13 2020-06-17
98. XP INC   2020-03-20 2020-06-17
109. XP INC   2020-03-23 2020-06-17
.73 BLACKROCK HIGH YIELD BOND PORTFOLIO   2020-04-07 2020-06-18
11. BALL CORP   2019-09-10 2020-06-19
4. BALL CORP   2019-09-11 2020-06-19
3. BALL CORP   2019-07-29 2020-06-19
2. MERCADOLIBRE INC   2017-08-23 2020-06-19
3. WASTE MANAGEMENT INC   2019-10-21 2020-06-19
6. CME GROUP INC   2020-04-16 2020-06-22
1. CME GROUP INC   2020-04-17 2020-06-22
2. CME GROUP INC   2020-04-28 2020-06-22
4. IAC INTERACTIVECORP   2018-11-01 2020-06-22
4. IAC INTERACTIVECORP   2018-11-07 2020-06-22
1. CONSTELLATION BRANDS INC   2019-12-02 2020-06-24
6. CONSTELLATION BRANDS INC   2017-06-29 2020-06-24
1. MERCADOLIBRE INC   2018-05-10 2020-06-24
2. INTUITIVE SURGICAL INC   2018-10-08 2020-06-25
45. DEUTSCHE POST AG   2020-06-17 2020-06-26
6. FACEBOOK INC   2020-02-10 2020-06-30
.51 KONINKLIJKE PHILIPS NV   2016-11-11 2020-07-09
.51 KONINKLIJKE PHILIPS NV   2016-11-11 2020-07-09
73. MARATHON OIL CORP   2020-06-17 2020-07-10
74. MARATHON OIL CORP   2019-03-19 2020-07-10
9. MARATHON OIL CORP   2019-06-19 2020-07-10
18. MARATHON OIL CORP   2019-03-20 2020-07-10
38. MARATHON OIL CORP   2019-06-20 2020-07-10
72. SONIC HEALTHCARE LTD   2020-06-17 2020-07-10
55. MARATHON OIL CORP   2020-06-17 2020-07-13
7. J P MORGAN CHASE & CO   2012-06-26 2020-07-15
4. J P MORGAN CHASE & CO   2012-06-28 2020-07-15
1. J P MORGAN CHASE & CO   2012-06-29 2020-07-15
3. CME GROUP INC   2019-03-01 2020-07-17
2. CME GROUP INC   2020-06-01 2020-07-17
1. CME GROUP INC   2018-12-27 2020-07-17
2. CME GROUP INC   2020-04-28 2020-07-17
14000. AMAZON.COM INC   2020-06-18 2020-07-21
5000. CITIGROUP INC   2020-06-19 2020-07-21
9000. WELLS FARGO & COMPANY   2020-06-18 2020-07-21
9. FIRSTENERGY CORP   2017-07-03 2020-07-22
10. FIRSTENERGY CORP   2017-07-05 2020-07-22
8. FIRSTENERGY CORP   2017-07-06 2020-07-22
13. FIRSTENERGY CORP   2017-06-16 2020-07-22
4. FIRSTENERGY CORP   2017-06-19 2020-07-22
1. FIRSTENERGY CORP   2017-07-24 2020-07-22
12. FIRSTENERGY CORP   2017-07-25 2020-07-22
11. FIRSTENERGY CORP   2017-06-30 2020-07-22
8. FIRSTENERGY CORP   2020-04-07 2020-07-23
99. FIRSTENERGY CORP   2020-06-17 2020-07-23
8. FIRSTENERGY CORP   2020-05-18 2020-07-23
14. FIRSTENERGY CORP   2020-05-19 2020-07-23
13. FIRSTENERGY CORP   2020-04-24 2020-07-23
20. FIRSTENERGY CORP   2017-07-25 2020-07-23
8. FIRSTENERGY CORP   2018-01-25 2020-07-23
4. FIRSTENERGY CORP   2017-07-26 2020-07-23
17. PFIZER INC   2016-01-28 2020-07-23
31. PFIZER INC   2016-01-28 2020-07-23
9. HOME DEPOT INC/THE   2020-06-17 2020-07-24
11. PEPSICO INC   2018-06-13 2020-07-24
42. PFIZER INC   2016-01-28 2020-07-24
14. NESTLE S A SPONSORED ADR   2020-06-17 2020-07-27
134. RECKITT BENCKISER GROUP PLC   2020-06-17 2020-07-27
22. SONIC HEALTHCARE LTD   2020-06-17 2020-07-27
7. KONE OYJ   2020-06-17 2020-07-27
10. SONIC HEALTHCARE LTD   2020-06-17 2020-07-28
12. KONE OYJ   2020-06-17 2020-07-28
6. ALTRIA GROUP INC   2017-09-05 2020-07-29
23. ALTRIA GROUP INC   2018-07-12 2020-07-29
16. ALTRIA GROUP INC   2018-03-20 2020-07-29
20. SONIC HEALTHCARE LTD   2020-06-17 2020-07-29
9. KONE OYJ   2020-06-17 2020-07-29
33. SONIC HEALTHCARE LTD   2020-06-17 2020-07-30
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 118   110 8
b 864   1,091 -227
c 185   232 -47
d 9,399   9,186 213
e 540   661 -121
659   852 -193
180   234 -54
290   196 94
68   25 43
1,772   624 1,148
196   279 -83
589   892 -303
3,270   2,934 336
630   726 -96
105   122 -17
525   598 -73
815   696 119
686   267 419
652   533 119
733   838 -105
733   769 -36
174   137 37
44   34 10
44   34 10
131   103 28
87   69 18
821   564 257
205   148 57
1,159   915 244
46   34 12
138   103 35
184   138 46
184   137 47
46   34 12
40   45 -5
768   854 -86
678   879 -201
508   618 -110
56   74 -18
45   34 11
312   235 77
1,539   1,060 479
1,604   1,843 -239
78   89 -11
457   420 37
125   124 1
405   491 -86
463   561 -98
463   549 -86
350   269 81
131   101 30
1,005   916 89
428   356 72
1,047   869 178
117   140 -23
89   67 22
221   168 53
164   56 108
985   850 135
164   67 97
1,149   1,029 120
164   132 32
357   300 57
28   29 -1
451   447 4
169   165 4
28   27 1
547   391 156
1,473   1,062 411
162   203 -41
323   382 -59
323   403 -80
2,750   2,776 -26
337   278 59
506   440 66
765   389 376
2,545   2,192 353
738   84 654
630   524 106
719   606 113
213   197 16
569   521 48
171   171  
284   285 -1
85   87 -2
3,473   3,272 201
670   557 113
47   29 18
47   38 9
4,622   4,003 619
93   76 17
977   611 366
839   612 227
446   554 -108
446   436 10
950   784 166
467   216 251
467   226 241
53   56 -3
211   201 10
88   74 14
265   186 79
44   31 13
531   536 -5
43   38 5
215   188 27
795   543 252
53   56 -3
527   504 23
44   31 13
44   37 7
176   124 52
307   313 -6
1,399   940 459
5,597   3,718 1,879
2,798   2,227 571
2,798   2,371 427
1,399   1,259 140
1,399   1,157 242
172   152 20
386   339 47
448   306 142
847   563 284
145   101 44
48   34 14
609   604 5
325   235 90
177   155 22
89   78 11
620   542 78
2,703   2,738 -35
5,810   4,429 1,381
2,641   2,029 612
367   268 99
89   78 11
89   78 11
443   387 56
1,704   1,387 317
487   409 78
1,310   1,290 20
320   235 85
2,867   2,209 658
3,860   3,222 638
1,875   1,619 256
1,103   953 150
940   942 -2
235   221 14
1,390   745 645
380   427 -47
468   546 -78
1,170   1,237 -67
656   684 -28
1,405   1,437 -32
1,030   1,079 -49
562   566 -4
936   954 -18
1,382   1,175 207
1,099   1,176 -77
376   427 -51
434   512 -78
746   766 -20
280   283 -3
466   477 -11
373   391 -18
560   589 -29
746   853 -107
2,037   2,196 -159
861   1,023 -162
94   94  
374   383 -9
281   294 -13
187   191 -4
94   98 -4
357   352 5
51   50 1
306   302 4
3,845   3,735 110
969   969  
480   156 324
1,080   348 732
486   301 185
729   452 277
840   273 567
2,866   2,807 59
561   530 31
1,264   481 783
686   694 -8
915   933 -18
222   316 -94
222   248 -26
100   67 33
100   67 33
702   829 -127
74   64 10
148   130 18
271   210 61
812   686 126
720   676 44
180   151 29
75   65 10
75   71 4
226   195 31
376   265 111
16,366   15,354 1,012
130   107 23
130   113 17
43   38 5
234   248 -14
175   237 -62
502   337 165
100   67 33
442   391 51
74   64 10
523   429 94
523   452 71
131   113 18
5,739   5,744 -5
1,646   1,794 -148
3,633   3,047 586
863   420 443
216   221 -5
432   462 -30
1,305   1,306 -1
1,839   2,011 -172
2,062   2,258 -196
1,852   2,042 -190
485   436 49
485   412 73
737   496 241
572   403 169
1,715   1,175 540
2,019   2,069 -50
459   472 -13
1,743   1,784 -41
149   134 15
1,039   1,486 -447
195   260 -65
724   521 203
136   139 -3
950   721 229
274   247 27
456   472 -16
362   335 27
193   260 -67
6,851   5,624 1,227
58   59 -1
58   62 -4
58   61 -3
174   92 82
217   200 17
145   134 11
181   168 13
464   246 218
406   424 -18
462   399 63
966   878 88
503   408 95
503   387 116
74   67 7
38   34 4
189   159 30
829   935 -106
829   465 364
195   162 33
39   32 7
1,260   1,086 174
1,764   1,356 408
285   264 21
1,141   1,087 54
274   107 167
76   59 17
153   128 25
9,997   9,958 39
499   489 10
115   88 27
154   118 36
646   581 65
1,656   1,488 168
553   505 48
461   411 50
553   509 44
1,566   1,429 137
114   88 26
1,430   1,667 -237
2,617   4,156 -1,539
1,095   1,785 -690
486   559 -73
221   278 -57
387   419 -32
773   886 -113
580   666 -86
193   220 -27
4,233   3,990 243
76   59 17
268   206 62
1,947   895 1,052
295   196 99
590   347 243
295   196 99
24   39 -15
248   413 -165
237   392 -155
12   16 -4
261   419 -158
249   411 -162
573   589 -16
191   199 -8
191   210 -19
233   281 -48
52   62 -10
52   62 -10
78   93 -15
26   31 -5
78   93 -15
156   182 -26
207   252 -45
52   54 -2
156   135 21
52   63 -11
104   118 -14
130   155 -25
389   334 55
654   757 -103
2,732   2,054 678
6,706   5,006 1,700
855   609 246
1,847   1,247 600
311   316 -5
727   750 -23
450   468 -18
1,024   374 650
313   398 -85
626   789 -163
313   387 -74
104   128 -24
2,562   1,293 1,269
819   595 224
419   480 -61
882   317 565
724   424 300
48   29 19
48   26 22
48   28 20
54   56 -2
54   57 -3
272   279 -7
439   335 104
843   666 177
487   266 221
1,097   542 555
316   364 -48
211   240 -29
95   62 33
95   55 40
1,002   546 456
429   258 171
160   156 4
266   265 1
213   213  
319   329 -10
1,977   1,507 470
57   49 8
57   50 7
114   100 14
57   44 13
2,390   2,036 354
244   133 111
1,266   1,630 -364
512   653 -141
231   292 -61
208   222 -14
625   672 -47
104   121 -17
870   766 104
808   713 95
497   437 60
373   326 47
249   219 30
5,778   2,862 2,916
247   123 124
2,361   2,082 279
377   371 6
565   558 7
440   428 12
126   128 -2
251   231 20
1,099   1,118 -19
471   475 -4
1,382   1,390 -8
973   935 38
2,952   3,023 -71
377   449 -72
362   339 23
142   121 21
236   221 15
389   349 40
222   197 25
1,291   1,889 -598
809   1,193 -384
1,169   1,713 -544
209   222 -13
1,603   800 803
435   377 58
684   648 36
995   943 52
140   223 -83
107   94 13
169   162 7
261   250 11
1,460   1,281 179
154   153 1
4,144   3,300 844
1,466   999 467
4,264   2,966 1,298
7,995   5,527 2,468
5     5
775   552 223
       
765   552 213
765   535 230
153   110 43
846   717 129
1,004   939 65
803   740 63
803   730 73
803   751 52
2,610   2,322 288
1,405   1,255 150
538   477 61
673   597 76
834   594 240
556   368 188
1,668   1,167 501
82   53 29
575   373 202
739   480 259
164   112 52
1,740   2,213 -473
111   117 -6
223   84 139
111   116 -5
977   708 269
3,341   2,358 983
315   220 95
277   194 83
277   184 93
277   198 79
496   320 176
165   112 53
414   266 148
335   126 209
112   116 -4
335   351 -16
450   168 282
450   468 -18
342   378 -36
1,366   1,571 -205
560   219 341
9,000   8,972 28
6,000   5,975 25
58   48 10
581   483 98
32   12 20
1,015   911 104
2,199   2,116 83
115   97 18
573   481 92
172   144 28
2,963   2,414 549
2,330   1,758 572
819   734 85
273   216 57
268   174 94
1,118   724 394
1,419   992 427
1,402   898 504
589   370 219
589   370 219
84   53 31
783   533 250
329   144 185
213   176 37
1,337   327 1,010
150   154 -4
716   770 -54
306   135 171
150   93 57
1,687   1,600 87
148   104 44
1,413   1,242 171
75   87 -12
905   1,005 -100
302   332 -30
103   112 -9
129   145 -16
1,303   1,371 -68
298   264 34
128   94 34
1,001   929 72
230   149 81
286   78 208
200   164 36
121   104 17
223   242 -19
619   365 254
1,360   699 661
185   189 -4
860   347 513
171   118 53
390   361 29
58   55 3
29   32 -3
596   350 246
839   475 364
471   388 83
59   49 10
87   82 5
270   251 19
158   76 82
474   204 270
376   402 -26
254   245 9
91   87 4
548   531 17
582   392 190
80   69 11
151   160 -9
870   541 329
95   71 24
190   142 48
44   46 -2
1,330   1,731 -401
297   234 63
149   118 31
369   186 183
369   178 191
251   200 51
381   371 10
1,151   1,478 -327
915   872 43
796   605 191
308   280 28
4,619   4,232 387
974   711 263
1,115   266 849
2,090   501 1,589
174   164 10
138   124 14
1,537   1,507 30
843   543 300
842   314 528
108   171 -63
244   392 -148
241   173 68
1,191   674 517
138   165 -27
51   43 8
459   437 22
306   293 13
3,793   596 3,197
385   302 83
1,046   793 253
161   61 100
1,191   934 257
57   54 3
241   48 193
194   109 85
284   227 57
290   239 51
1,317   865 452
1,829   1,391 438
1,296   1,146 150
454   521 -67
109   54 55
704   544 160
548   459 89
59   40 19
985   826 159
88   53 35
106   95 11
1,335   1,059 276
259   216 43
397   336 61
1,098   795 303
910   686 224
272   165 107
716   489 227
587   185 402
284   182 102
581   422 159
1,895   1,316 579
322   347 -25
405   212 193
401   254 147
331   336 -5
169   127 42
273   93 180
136   42 94
41   16 25
583   245 338
891   492 399
956   1,065 -109
181   127 54
1,181   368 813
1,347   825 522
1,173   1,019 154
1,317   658 659
996   993 3
1,077   618 459
701   643 58
432   378 54
70   81 -11
162   189 -27
133   74 59
41   33 8
339   241 98
92   75 17
202   169 33
170   166 4
591   305 286
128   100 28
1,871   1,261 610
5,211   3,300 1,911
267   182 85
6,278   3,205 3,073
598   224 374
2,693   1,439 1,254
665   524 141
1,330   1,059 271
1,551   1,231 320
1,778   1,130 648
731   615 116
366   283 83
1,097   854 243
366   285 81
1,205   1,040 165
1,127   877 250
39   30 9
39   30 9
78   67 11
895   654 241
1,472   525 947
5,113   5,516 -403
365   307 58
365   283 82
731   570 161
1,475   525 950
3,345   3,382 -37
1,515   1,666 -151
2,557   2,765 -208
2,226   2,549 -323
1,520   1,096 424
69   57 12
206   174 32
2,771   1,851 920
790   763 27
176   167 9
819   468 351
455   257 198
91   51 40
961   904 57
82   87 -5
164   174 -10
164   173 -9
1,448   725 723
618   497 121
913   764 149
2,773   2,376 397
164   174 -10
573   608 -35
409   432 -23
363   382 -19
451   364 87
82   71 11
1,000   1,000  
2,000   2,000  
6,000   6,000  
1,000   1,000  
2,000   2,000  
1,000   1,000  
88   104 -16
88   105 -17
22   26 -4
22   26 -4
22   26 -4
178   207 -29
178   210 -32
22   26 -4
67   77 -10
67   77 -10
176   207 -31
198   236 -38
22   26 -4
66   77 -11
88   103 -15
307   372 -65
920   1,142 -222
613   756 -143
793   511 282
176   116 60
1,588   584 1,004
4,208   4,079 129
5,261   5,145 116
8,296   7,924 372
167   137 30
335   280 55
368   310 58
201   168 33
268   227 41
201   170 31
201   172 29
268   230 38
536   452 84
100   84 16
569   470 99
1,742   1,483 259
22   25 -3
45   50 -5
22   26 -4
22   25 -3
2,634   2,437 197
110   124 -14
198   224 -26
88   102 -14
132   152 -20
618   219 399
58   87 -29
231   325 -94
115   172 -57
288   404 -116
58   86 -28
58   74 -16
58   87 -29
58   86 -28
288   425 -137
346   502 -156
58   61 -3
115   159 -44
132   149 -17
198   224 -26
66   77 -11
154   178 -24
22   25 -3
44   50 -6
22   26 -4
22   25 -3
353   354 -1
355   336 19
1,255   1,143 112
812   727 85
857   767 90
1,959   2,111 -152
1,514   1,587 -73
485   488 -3
416   394 22
15   14 1
46   43 3
1,203   1,116 87
783   714 69
812   741 71
129   133 -4
300   310 -10
252   246 6
519   534 -15
792   738 54
928   910 18
434   404 30
532   156 376
797   236 561
503   491 12
230   226 4
321   337 -16
562   535 27
642   643 -1
272   103 169
1,634   552 1,082
635   712 -77
635   739 -104
317   372 -55
37   32 5
37   31 6
37   33 4
147   132 15
37   33 4
785   720 65
628   628  
64   62 2
552   500 52
390   415 -25
1,617   1,260 357
279   233 46
25   21 4
49   40 9
103   83 20
14   13 1
138   120 18
516   449 67
53   47 6
33   29 4
43   38 5
894   521 373
894   866 28
463   412 51
314   328 -14
1,292   975 317
369   275 94
112   95 17
112   93 19
75   66 9
261   231 30
37   33 4
1,348   1,079 269
96   77 19
6,385   6,151 234
4,256   4,116 140
1,163   420 743
816   630 186
350   239 111
844   567 277
591   381 210
154   144 10
88   82 6
176   165 11
176   163 13
176   167 9
22   21 1
22   20 2
2,190   2,307 -117
505   535 -30
261   231 30
130   115 15
277   250 27
3,169   871 2,298
1,402   988 414
2,523   1,650 873
771   491 280
24   21 3
1   1  
196   177 19
109   97 12
87   79 8
22   21 1
152   147 5
109   105 4
16   13 3
3,127   2,477 650
211   187 24
114   100 14
227   206 21
759   516 243
2,532   1,672 860
666   533 133
90   65 25
15   13 2
4   3 1
77   55 22
58   39 19
1,081   726 355
54   47 7
22   18 4
22   20 2
109   98 11
130   108 22
62   42 20
1,055   712 343
617   421 196
33   23 10
268   216 52
45   36 9
45   50 -5
179   199 -20
22   24 -2
200   83 117
265   188 77
495   209 286
298   238 60
33   27 6
33   27 6
99   80 19
596   482 114
762   620 142
464   380 84
398   327 71
924   660 264
858   618 240
66   48 18
690   292 398
592   250 342
524   381 143
97   76 21
390   307 83
487   385 102
690   291 399
263   229 34
580   462 118
387   308 79
387   301 86
1,006   874 132
1,685   545 1,140
1,474   677 797
793   333 460
617   532 85
441   382 59
703   745 -42
879   930 -51
2,988   2,961 27
529   451 78
764   690 74
95   42 53
11,075   7,995 3,080
3,782   2,351 1,431
2,824   2,582 242
96   86 10
470   158 312
470   158 312
1,160   799 361
958   784 174
1,118   890 228
812   707 105
812   303 509
591   368 223
709   237 472
10,000   10,000  
8,000   7,968 32
118   75 43
237   151 86
118   74 44
1,521   563 958
2,986   3,644 -658
2,417   3,016 -599
1,068   770 298
9,405   7,931 1,474
987   1,056 -69
1,393   1,759 -366
1,946   2,445 -499
1,852   1,153 699
552   637 -85
2,144   2,698 -554
870   462 408
6,668   3,510 3,158
508   520 -12
677   428 249
1,436   475 961
825   798 27
434   513 -79
911   907 4
1,258   1,419 -161
569   200 369
95   33 62
378   2,259 -1,881
97   579 -482
227   981 -754
79   381 -302
144   871 -727
126   767 -641
40   63 -23
437   669 -232
199   291 -92
822   571 251
1,467   963 504
799   866 -67
1,380   1,373 7
1,119   1,236 -117
621   731 -110
1,682   1,008 674
99   59 40
742   461 281
1,704   2,001 -297
437   502 -65
30   138 -108
277   506 -229
277   466 -189
104   212 -108
242   491 -249
838   691 147
1,152   964 188
5,709   6,410 -701
4,600   5,022 -422
3,680   3,058 622
886   534 352
1,256   776 480
946   844 102
38   41 -3
1,438   1,569 -131
485   672 -187
485   694 -209
485   733 -248
162   224 -62
546   350 196
546   574 -28
820   903 -83
273   282 -9
546   356 190
311   343 -32
381   713 -332
4,254   7,734 -3,480
587   1,044 -457
2,665   4,509 -1,844
883   1,601 -718
542   350 192
271   287 -16
813   903 -90
271   282 -11
271   178 93
535   356 179
1,555   2,598 -1,043
2,073   3,315 -1,242
707   1,162 -455
402   800 -398
1,917   3,671 -1,754
124   236 -112
490   347 143
854   1,030 -176
569   652 -83
2,219   1,532 687
555   384 171
3,883   3,876 7
129   265 -136
1,107   2,053 -946
473   347 126
956   1,398 -442
559   1,147 -588
936   2,335 -1,399
665   966 -301
570   804 -234
2,477   2,734 -257
1,327   1,256 71
332   299 33
905   637 268
870   862 8
1,160   856 304
1,104   1,045 59
729   595 134
267   701 -434
257   681 -424
11   21 -10
625   347 278
1,250   699 551
348   373 -25
348   369 -21
174   134 40
6,100   6,204 -104
8,375   6,880 1,495
434   489 -55
579   729 -150
2,137   2,406 -269
2,004   2,148 -144
1,320   947 373
1,111   835 276
1,109   1,073 36
126   284 -158
185   450 -265
78   189 -111
185   403 -218
1,378   452 926
153   53 100
1,210   871 339
1,352   2,219 -867
1,606   2,555 -949
1,940   2,956 -1,016
1,829   2,680 -851
798   1,337 -539
67   113 -46
4,719   7,787 -3,068
528   845 -317
335   563 -228
1,271   2,062 -791
1,036   1,115 -79
3,161   3,003 158
3,031   3,009 22
2,074   1,914 160
2,206   2,263 -57
3,163   2,887 276
2,850   3,004 -154
3,177   3,067 110
1,199   990 209
1,742   3,074 -1,332
1,082   1,000 82
1,015   1,001 14
2,778   2,167 611
2,744   2,124 620
2,798   1,919 879
1,221   1,002 219
3,705   3,148 557
3,455   3,074 381
2,008   2,001 7
6,672   5,920 752
4,448   3,962 486
2,252   2,048 204
9,260   8,986 274
4,198   3,962 236
2,040   1,997 43
3,124   3,004 120
3,191   3,003 188
1,021   1,019 2
138   137 1
544   1,001 -457
997   754 243
367   432 -65
332   609 -277
91   164 -73
1,197   281 916
432   565 -133
2,017   1,002 1,015
545   1,410 -865
166   433 -267
200   227 -27
264   109 155
78   79 -1
202   217 -15
3,131   3,027 104
1,423   1,258 165
70   109 -39
1,398   1,711 -313
207   343 -136
552   491 61
84   117 -33
168   204 -36
86   82 4
209   361 -152
469   553 -84
77   95 -18
51   63 -12
26   32 -6
338   232 106
680   273 407
260   350 -90
265   444 -179
236   284 -48
140   142 -2
67   105 -38
162   372 -210
38   63 -25
485   403 82
517   527 -10
6,545   6,645 -100
17,919   17,647 272
372   340 32
687   543 144
929   449 480
8   35 -27
1,629   1,011 618
527   244 283
666   99 567
133   198 -65
86   63 23
156   109 47
314   280 34
167   172 -5
99   81 18
1,614   1,940 -326
205   203 2
318   270 48
352   284 68
2,025   1,999 26
844   489 355
45   47 -2
136   140 -4
142   139 3
475   422 53
384   326 58
408   381 27
221   167 54
142   131 11
253   136 117
1,385   752 633
282   352 -70
239   378 -139
60   97 -37
47   81 -34
434   376 58
551   308 243
150   143 7
41   67 -26
41   67 -26
1,023   734 289
341   227 114
341   230 111
151   163 -12
602   551 51
838   647 191
868   557 311
868   481 387
206   217 -11
825   895 -70
307   231 76
292   385 -93
244   325 -81
308   655 -347
330   709 -379
134   176 -42
53   70 -17
909   567 342
977   477 500
442   436 6
1,178   1,200 -22
256   249 7
128   124 4
704   696 8
927   449 478
874   251 623
1,929   552 1,377
238   234 4
1,426   276 1,150
1,188   238 950
800   666 134
434   340 94
310   235 75
187   146 41
699   327 372
299   417 -118
100   144 -44
100   123 -23
171   177 -6
914   946 -32
1,256   1,301 -45
407   488 -81
191   240 -49
153   195 -42
111   141 -30
28   35 -7
128   97 31
832   632 200
103   47 56
422   488 -66
81   106 -25
27   35 -8
133   176 -43
53   70 -17
574   749 -175
2,050   2,661 -611
656   847 -191
2,419   3,130 -711
1,146   1,645 -499
208   298 -90
420   596 -176
881   619 262
176   124 52
529   374 155
608   822 -214
486   654 -168
1,728   502 1,226
1,038   743 295
188   139 49
258   159 99
775   477 298
1,198   879 319
3,751   7,521 -3,770
346   686 -340
1,911   2,233 -322
2,318   1,002 1,316
884   930 -46
1,710   502 1,208
1,368   402 966
1,026   743 283
130   98 32
195   148 47
259   197 62
259   196 63
442   340 102
845   933 -88
1,025   991 34
126   98 28
189   148 41
189   148 41
252   196 56
194   148 46
258   214 44
258   195 63
341   350 -9
3,280   3,443 -163
1,204   1,300 -96
93   99 -6
1,551   1,705 -154
691   736 -45
2,019   2,146 -127
4,359   3,410 949
305   228 77
148   152 -4
1,387   1,464 -77
1,001   1,001  
1,001   996 5
1,001   1,001  
4,004   4,000 4
1,001   1,001  
9,184   8,987 197
184   200 -16
23   25 -2
230   255 -25
130   141 -11
339   367 -28
238   200 38
476   420 56
476   435 41
181   329 -148
108   200 -92
181   327 -146
397   717 -320
72   125 -53
1,172   1,056 116
154   141 13
1,098   1,181 -83
35   65 -30
35   65 -30
229   216 13
229   211 18
458   440 18
677   731 -54
364   248 116
182   107 75
91   93 -2
272   130 142
545   218 327
454   180 274
754   726 28
255   249 6
372   311 61
266   221 45
219   190 29
219   190 29
59   72 -13
234   346 -112
251   256 -5
627   622 5
297   141 156
3,270   1,191 2,079
1,189   925 264
110   95 15
213   38 175
1,417   249 1,168
575   719 -144
115   130 -15
1,042   675 367
1,513   1,561 -48
1,826   1,890 -64
189   314 -125
38   62 -24
1,765   1,504 261
802   695 107
1,698   2,783 -1,085
467   520 -53
117   117  
483   793 -310
297   497 -200
2,417   1,641 776
293   488 -195
366   591 -225
256   414 -158
128   100 28
1,823   1,231 592
493   422 71
493   398 95
1,884   3,730 -1,846
154   157 -3
2,017   3,064 -1,047
261   195 66
391   295 96
456   344 112
42   63 -21
451   437 14
516   541 -25
22   21 1
904   874 30
1,033   990 43
1,649   1,236 413
726   491 235
781   566 215
781   604 177
520   398 122
1,485   855 630
1,385   1,166 219
5,024   3,612 1,412
186   141 45
372   212 160
558   320 238
4,898   3,586 1,312
176   207 -31
703   827 -124
615   713 -98
220   265 -45
317   220 97
3,133   2,052 1,081
4,207   4,206 1
1,598   2,552 -954
1,889   3,072 -1,183
1,352   2,201 -849
442   395 47
2,181   1,957 224
607   543 64
2,771   2,453 318
2,242   2,116 126
3,529   1,945 1,584
2,156   1,226 930
1,857   2,139 -282
309   357 -48
575   662 -87
1,591   1,834 -243
177   204 -27
840   910 -70
253   276 -23
107   128 -21
67   68 -1
893   922 -29
760   795 -35
1,200   1,232 -32
1,564   1,056 508
4,468   3,471 997
447   331 116
613   786 -173
306   392 -86
388   520 -132
653   887 -234
490   753 -263
123   163 -40
143   220 -77
511   700 -189
265   368 -103
633   958 -325
1,445   330 1,115
4,336   981 3,355
2,891   715 2,176
4,336   1,011 3,325
5,795   1,312 4,483
4,346   867 3,479
5,300   2,005 3,295
2,431   2,228 203
1,603   821 782
1,603   837 766
267   141 126
8,502   2,374 6,128
1,063   336 727
6,022   1,652 4,370
8,148   2,446 5,702
5,668   1,750 3,918
14,057   13,014 1,043
12,436   12,032 404
1,036   1,011 25
1,705   2,265 -560
336   602 -266
240   435 -195
192   347 -155
600   1,082 -482
48   88 -40
130   115 15
1,828   2,118 -290
1,296   2,344 -1,048
253   456 -203
3,993   8,528 -4,535
15,158   14,121 1,037
10,386   10,172 214
1,639   1,895 -256
911   1,069 -158
182   189 -7
728   742 -14
1,124   1,056 68
1,405   1,433 -28
1,124   1,180 -56
562   672 -110
1,686   1,721 -35
562   632 -70
22,902   19,150 3,752
84,336   81,749 2,587
13,953   14,278 -325
37,066   38,453 -1,387
6,084   6,399 -315
8,681   7,804 877
5   6 -1
4,779   5,192 -413
79,340   80,134 -794
4,112   4,668 -556
7,770   8,703 -933
44   43 1
6,985   7,424 -439
1,636   1,258 378
4,432   4,834 -402
1,443   1,647 -204
1,342   1,412 -70
3,192   3,631 -439
996   1,240 -244
468   543 -75
6,648   5,326 1,322
4,879   4,013 866
193   184 9
963   991 -28
1,251   1,307 -56
291   415 -124
208   287 -79
166   236 -70
208   281 -73
374   409 -35
249   335 -86
291   317 -26
664   857 -193
125   160 -35
249   357 -108
249   360 -111
249   361 -112
42   60 -18
374   516 -142
291   404 -113
415   456 -41
291   410 -119
166   244 -78
3,645   2,529 1,116
8,224   5,887 2,337
4,953   3,003 1,950
7,553   7,709 -156
3,154   3,993 -839
278   353 -75
649   806 -157
2,412   3,043 -631
464   586 -122
1,855   1,122 733
3,178   2,872 306
1,059   1,019 40
2,119   2,025 94
1,439   1,554 -115
885   1,009 -124
111   129 -18
55   64 -9
996   1,106 -110
5,974   2,760 3,214
633   294 339
712   325 387
14,901   14,653 248
1,198   1,624 -426
488   660 -172
27   32 -5
109   121 -12
246   236 10
137   147 -10
137   158 -21
219   255 -36
246   286 -40
2,022   1,853 169
328   292 36
55   63 -8
82   95 -13
164   187 -23
82   81 1
109   115 -6
118   68 50
176   92 84
1,883   1,069 814
1,353   767 586
1,707   925 782
1,518   844 674
948   530 418
1,518   545 973
1,265   1,242 23
2,079   2,311 -232
90   79 11
994   1,135 -141
1,356   1,363 -7
994   1,130 -136
1,085   1,221 -136
994   1,118 -124
542   633 -91
452   531 -79
42   52 -10
248   222 26
693   617 76
99   104 -5
842   759 83
446   393 53
693   695 -2
198   201 -3
297   270 27
347   315 32
297   271 26
99   90 9
991   1,131 -140
700   204 496
5,367   4,833 534
1,167   1,054 113
1,867   1,481 386
933   759 174
2,100   1,734 366
1,400   1,166 234
700   593 107
5,402   5,462 -60
1,114   809 305
11,601   9,411 2,190
6,070   6,195 -125
15,020   13,471 1,549
409   387 22
954   1,027 -73
204   213 -9
136   129 7
749   711 38
681   646 35
68   77 -9
681   644 37
545   617 -72
136   139 -3
409   386 23
545   517 28
758   944 -186
898   1,118 -220
225   281 -56
449   563 -114
386   546 -160
579   838 -259
386   518 -132
992   1,324 -332
523   735 -212
5,051   5,005 46
1,217   2,377 -1,160
43   34 9
1,178   2,071 -893
3,096   5,838 -2,742
303   592 -289
1,977   3,844 -1,867
5,395   5,100 295
1,079   1,034 45
4,316   4,106 210
1,079   1,049 30
8,196   7,893 303
635   484 151
8,601   7,543 1,058
3,810   3,134 676
512   473 39
128   119 9
256   237 19
384   359 25
256   238 18
128   120 8
256   236 20
384   354 30
128   124 4
256   251 5
384   379 5
384   378 6
640   594 46
384   360 24
384   358 26
256   240 16
256   237 19
384   355 29
868   601 267
702   505 197
2,263   2,373 -110
7,694   7,418 276
2,693   2,198 495
3,734   4,772 -1,038
1,798   2,219 -421
1,809   2,850 -1,041
1,118   1,133 -15
3,769   3,111 658
12   16 -4
3,907   5,856 -1,949
46   82 -36
4,768   4,322 446
83,557   93,723 -10,166
3,793   3,983 -190
19,291   19,926 -635
3,251   3,487 -236
1,664   1,626 38
8,096   7,883 213
193,090   188,488 4,602
35,158   33,322 1,836
5,213   4,968 245
20,185   19,569 616
10,186   9,039 1,147
8,568   7,468 1,100
68,877   62,872 6,005
2,013   666 1,347
1,308   447 861
1,308   447 861
1,207   1,111 96
2,039   1,870 169
1,851   1,503 348
2,441   2,224 217
1,261   1,156 105
1,375   925 450
344   349 -5
172   177 -5
516   529 -13
687   707 -20
516   530 -14
859   675 184
172   136 36
859   577 282
1,203   816 387
1,203   1,098 105
2,750   1,735 1,015
1,633   935 698
2,586   853 1,733
1,838   996 842
306   193 113
2,757   1,582 1,175
1,532   842 690
977   238 739
5,276   1,197 4,079
12,115   1,539 10,576
531   432 99
10,881   11,085 -204
2,566   1,980 586
356   227 129
1,778   1,092 686
1,422   875 547
1,600   997 603
1,278   865 413
1,278   861 417
1,704   1,195 509
426   323 103
1,704   1,221 483
209   207 2
1,566   1,327 239
9,365   7,254 2,111
2,290   3,558 -1,268
429   617 -188
3,884   5,675 -1,791
1,656   2,441 -785
777   710 67
4,439   2,451 1,988
1,151   786 365
15,948   10,488 5,460
329   231 98
1,067   1,030 37
3,199   3,278 -79
2,605   2,378 227
3,733   4,193 -460
512   395 117
867   683 184
39   31 8
236   194 42
709   604 105
197   162 35
276   228 48
985   863 122
276   190 86
945   617 328
39   34 5
1,260   789 471
551   518 33
551   520 31
363   470 -107
653   843 -190
145   191 -46
508   636 -128
290   367 -77
3,693   3,636 57
8,303   6,904 1,399
2,782   2,447 335
4,696   3,153 1,543
4,262   3,557 705
584   417 167
691   492 199
744   569 175
1,328   1,061 267
531   397 134
670   463 207
3,214   2,908 306
3,080   2,082 998
5,535   3,651 1,884
7,499   5,463 2,036
1,848   2,241 -393
1,167   851 316
1,265   1,034 231
8,176   7,998 178
1,553   1,358 195
1,992   1,279 713
506   368 138
7,529   4,902 2,627
1,654   1,449 205
4,119   3,593 526
941   983 -42
10,386   9,989 397
1,185   884 301
10,144   8,154 1,990
1,035   461 574
3,416   407 3,009
6,004   721 5,283
1,069   799 270
1,069   805 264
428   321 107
2,281   1,359 922
6,629   4,154 2,475
1,639   1,183 456
1,140   838 302
713   522 191
5,417   3,514 1,903
784   580 204
214   162 52
356   263 93
1,283   941 342
499   368 131
428   326 102
732   403 329
225   124 101
1,014   672 342
1,408   922 486
338   182 156
1,633   1,107 526
115   103 12
805   327 478
269   158 111
943   693 250
1,468   1,105 363
157   122 35
1,048   767 281
902   864 38
1,758   1,781 -23
1,361   1,355 6
3,150   2,602 548
3,792   3,033 759
668   704 -36
445   434 11
334   326 8
1,446   1,554 -108
668   659 9
56   54 2
111   112 -1
612   255 357
223   224 -1
1,391   1,456 -65
167   169 -2
834   891 -57
834   848 -14
111   115 -4
501   530 -29
56   59 -3
6,230   6,682 -452
723   772 -49
223   241 -18
389   425 -36
556   608 -52
445   484 -39
111   59 52
556   433 123
1,057   1,076 -19
389   408 -19
7,241   7,006 235
17,542   13,806 3,736
2,654   2,123 531
2,654   1,955 699
1,327   923 404
11,941   8,262 3,679
1,327   1,075 252
5,329   3,838 1,491
9,325   7,670 1,655
2,664   2,149 515
8,083   7,012 1,071
15,177   13,640 1,537
1,147   1,024 123
11,470   10,588 882
15,583   13,813 1,770
17,809   15,896 1,913
8,904   8,294 610
7,985   7,138 847
33,958   32,978 980
9,647   9,760 -113
7,028   2,471 4,557
3,150   3,148 2
2,422   2,394 28
781   684 97
596   548 48
2,038   1,874 164
569   520 49
4,677   2,257 2,420
1,754   898 856
12,650   12,015 635
1,054   1,013 41
13,402   11,860 1,542
1,155   970 185
690   947 -257
3,419   4,695 -1,276
1,635   2,147 -512
9,223   11,974 -2,751
3,104   3,302 -198
2,475   3,196 -721
6,246   5,191 1,055
5,202   4,260 942
836   874 -38
358   206 152
3,581   2,057 1,524
1,074   715 359
1,791   1,183 608
119   79 40
13,039   12,010 1,029
5,245   5,085 160
1,049   1,005 44
345   297 48
4,213   2,214 1,999
3,074   1,603 1,471
182   201 -19
388   416 -28
729   754 -25
5,190   3,321 1,869
4,837   3,159 1,678
77   75 2
232   225 7
155   152 3
271   266 5
77   64 13
232   227 5
542   519 23
590   504 86
983   855 128
393   343 50
4,494   1,842 2,652
4,999   1,860 3,139
5   5  
786   795 -9
286   287 -1
214   217 -3
1,878   488 1,390
316   352 -36
1,049   1,120 -71
175   189 -14
350   370 -20
1,179   802 377
1,179   721 458
172   186 -14
1,034   1,178 -144
945   332 613
1,110   1,053 57
1,593   1,576 17
1,315   1,273 42
24   14 10
24   14 10
389   473 -84
395   1,280 -885
48   123 -75
96   312 -216
203   537 -334
1,536   1,442 94
286   357 -71
694   251 443
397   142 255
99   36 63
501   549 -48
334   369 -35
167   181 -14
334   370 -36
14,159   14,079 80
5,081   5,079 2
9,887   9,802 85
254   263 -9
282   291 -9
226   234 -8
367   391 -24
113   119 -6
28   31 -3
338   373 -35
310   323 -13
224   336 -112
2,771   3,962 -1,191
224   329 -105
392   570 -178
364   550 -186
560   621 -61
224   256 -32
112   123 -11
654   514 140
1,192   938 254
2,387   2,281 106
1,495   1,157 338
1,576   1,270 306
1,676   1,584 92
2,684   2,415 269
495   441 54
550   479 71
228   200 28
940   821 119
249   376 -127
956   1,333 -377
665   986 -321
463   401 62
715   616 99
769   661 108
      596
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       8
b       -227
c       -47
d       213
e       -121
      -193
      -54
      94
      43
      1,148
      -83
      -303
      336
      -96
      -17
      -73
      119
      419
      119
      -105
      -36
      37
      10
      10
      28
      18
      257
      57
      244
      12
      35
      46
      47
      12
      -5
      -86
      -201
      -110
      -18
      11
      77
      479
      -239
      -11
      37
      1
      -86
      -98
      -86
      81
      30
      89
      72
      178
      -23
      22
      53
      108
      135
      97
      120
      32
      57
      -1
      4
      4
      1
      156
      411
      -41
      -59
      -80
      -26
      59
      66
      376
      353
      654
      106
      113
      16
      48
       
      -1
      -2
      201
      113
      18
      9
      619
      17
      366
      227
      -108
      10
      166
      251
      241
      -3
      10
      14
      79
      13
      -5
      5
      27
      252
      -3
      23
      13
      7
      52
      -6
      459
      1,879
      571
      427
      140
      242
      20
      47
      142
      284
      44
      14
      5
      90
      22
      11
      78
      -35
      1,381
      612
      99
      11
      11
      56
      317
      78
      20
      85
      658
      638
      256
      150
      -2
      14
      645
      -47
      -78
      -67
      -28
      -32
      -49
      -4
      -18
      207
      -77
      -51
      -78
      -20
      -3
      -11
      -18
      -29
      -107
      -159
      -162
       
      -9
      -13
      -4
      -4
      5
      1
      4
      110
       
      324
      732
      185
      277
      567
      59
      31
      783
      -8
      -18
      -94
      -26
      33
      33
      -127
      10
      18
      61
      126
      44
      29
      10
      4
      31
      111
      1,012
      23
      17
      5
      -14
      -62
      165
      33
      51
      10
      94
      71
      18
      -5
      -148
      586
      443
      -5
      -30
      -1
      -172
      -196
      -190
      49
      73
      241
      169
      540
      -50
      -13
      -41
      15
      -447
      -65
      203
      -3
      229
      27
      -16
      27
      -67
      1,227
      -1
      -4
      -3
      82
      17
      11
      13
      218
      -18
      63
      88
      95
      116
      7
      4
      30
      -106
      364
      33
      7
      174
      408
      21
      54
      167
      17
      25
      39
      10
      27
      36
      65
      168
      48
      50
      44
      137
      26
      -237
      -1,539
      -690
      -73
      -57
      -32
      -113
      -86
      -27
      243
      17
      62
      1,052
      99
      243
      99
      -15
      -165
      -155
      -4
      -158
      -162
      -16
      -8
      -19
      -48
      -10
      -10
      -15
      -5
      -15
      -26
      -45
      -2
      21
      -11
      -14
      -25
      55
      -103
      678
      1,700
      246
      600
      -5
      -23
      -18
      650
      -85
      -163
      -74
      -24
      1,269
      224
      -61
      565
      300
      19
      22
      20
      -2
      -3
      -7
      104
      177
      221
      555
      -48
      -29
      33
      40
      456
      171
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      -212
      46
      -1,160
      9
      -893
      -2,742
      -289
      -1,867
      295
      45
      210
      30
      303
      151
      1,058
      676
      39
      9
      19
      25
      18
      8
      20
      30
      4
      5
      5
      6
      46
      24
      26
      16
      19
      29
      267
      197
      -110
      276
      495
      -1,038
      -421
      -1,041
      -15
      658
      -4
      -1,949
      -36
      446
      -10,166
      -190
      -635
      -236
      38
      213
      4,602
      1,836
      245
      616
      1,147
      1,100
      6,005
      1,347
      861
      861
      96
      169
      348
      217
      105
      450
      -5
      -5
      -13
      -20
      -14
      184
      36
      282
      387
      105
      1,015
      698
      1,733
      842
      113
      1,175
      690
      739
      4,079
      10,576
      99
      -204
      586
      129
      686
      547
      603
      413
      417
      509
      103
      483
      2
      239
      2,111
      -1,268
      -188
      -1,791
      -785
      67
      1,988
      365
      5,460
      98
      37
      -79
      227
      -460
      117
      184
      8
      42
      105
      35
      48
      122
      86
      328
      5
      471
      33
      31
      -107
      -190
      -46
      -128
      -77
      57
      1,399
      335
      1,543
      705
      167
      199
      175
      267
      134
      207
      306
      998
      1,884
      2,036
      -393
      316
      231
      178
      195
      713
      138
      2,627
      205
      526
      -42
      397
      301
      1,990
      574
      3,009
      5,283
      270
      264
      107
      922
      2,475
      456
      302
      191
      1,903
      204
      52
      93
      342
      131
      102
      329
      101
      342
      486
      156
      526
      12
      478
      111
      250
      363
      35
      281
      38
      -23
      6
      548
      759
      -36
      11
      8
      -108
      9
      2
      -1
      357
      -1
      -65
      -2
      -57
      -14
      -4
      -29
      -3
      -452
      -49
      -18
      -36
      -52
      -39
      52
      123
      -19
      -19
      235
      3,736
      531
      699
      404
      3,679
      252
      1,491
      1,655
      515
      1,071
      1,537
      123
      882
      1,770
      1,913
      610
      847
      980
      -113
      4,557
      2
      28
      97
      48
      164
      49
      2,420
      856
      635
      41
      1,542
      185
      -257
      -1,276
      -512
      -2,751
      -198
      -721
      1,055
      942
      -38
      152
      1,524
      359
      608
      40
      1,029
      160
      44
      48
      1,999
      1,471
      -19
      -28
      -25
      1,869
      1,678
      2
      7
      3
      5
      13
      5
      23
      86
      128
      50
      2,652
      3,139
       
      -9
      -1
      -3
      1,390
      -36
      -71
      -14
      -20
      377
      458
      -14
      -144
      613
      57
      17
      42
      10
      10
      -84
      -885
      -75
      -216
      -334
      94
      -71
      443
      255
      63
      -48
      -35
      -14
      -36
      80
      2
      85
      -9
      -9
      -8
      -24
      -6
      -3
      -35
      -13
      -112
      -1,191
      -105
      -178
      -186
      -61
      -32
      -11
      140
      254
      106
      338
      306
      92
      269
      54
      71
      28
      119
      -127
      -377
      -321
      62
      99
      108
       
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 2 295,486
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 206,093 2,942,181 0.070048
2017 203,278 3,078,863 0.066024
2016 190,892 3,349,369 0.056993
2015 200,864 2,835,716 0.070834
2014 206,589 3,073,904 0.067207
2
Total of line 1, column (d) .....................
2
0.331106
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
0.066221
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
2,919,477
5
Multiply line 4 by line 3......................
5
193,331
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,356
7
Add lines 5 and 6........................
7
196,687
8
Enter qualifying distributions from Part XII, line 4,.............
8
190,111
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 6,712
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 6,712
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 6,712
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 1,370
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 1,370
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,345
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet0 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)
    bulletCT
    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. ...............................
    10
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletBANK OF AMERICA Telephone no.bullet (609) 274-6834

    Located atbullet1300 MERRILL LYNCH DRIVEPENNINGTONNJ ZIP+4bullet085341501
    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
     
    No
    ........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
    BANK OF AMERICA C0-TRUSTEE
    2
    63,685    
    PO Box 1501 NJ2-130-03-31
    PENNINGTON,NJ085341501
    Dr Ronald Simon CO-TRUSTEE
    2
    0    
    333 E 66th Apt 4LM
    New York,NY10065
    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
    2,863,227
    b
    Average of monthly cash balances.......................
    1b
    100,709
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,963,936
    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
    2,963,936
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    44,459
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,919,477
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    145,974
    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
    145,974
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    6,712
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,712
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    139,262
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    139,262
    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
    139,262
    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
    190,111
    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
    190,111
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    190,111
    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 7 139,262
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 56,824
    b From 2015...... 61,174
    c From 2016...... 28,445
    d From 2017...... 55,405
    e From 2018...... 61,176
    fTotal of lines 3a through e........ 263,024
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 190,111
    a Applied to 2018, but not more than line 2a 0
    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..... 139,262
    e Remaining amount distributed out of corpus 50,849
    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 5 313,873
    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 ..........
    0
    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) ...
    56,824
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    257,049
    10 Analysis of line 9:
    a Excess from 2015.... 61,174
    b Excess from 2016.... 28,445
    c Excess from 2017.... 55,405
    d Excess from 2018.... 61,176
    e Excess from 2019.... 50,849
    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).)
    RONALD SIMON
    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.
    NONE
    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
    NORTHWELL HEALTH FOUNDATION
    972 BRUSH HOLLOW ROAD 5TH FL
    Westbury,NY115901740
    NONE PC GENERAL OPERATING 37,975
    ALBERT EINSTEIN COLLEGE OF MED
    1300 MORRIS PARK AVENUE
    BRONX,NY104611900
    NONE PC GENERAL OPERATING 37,975
    FDN FOR ANESTHESIA EDUC RSCH
    1061 AMERICAN LN
    SCHAUMBURG,IL60173
    NONE PC GENERAL OPERATING 37,975
    SOC FOR OBSTETRIC ANESTHESIA
    & PERINATOLOGY
    6737 W WASHINGTON ST STE 4210
    MILWAUKEE,WI532145636
    NONE PC GENERAL OPERATING 37,975
    Total .................................bullet 3a 151,900
    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 68,270  
    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 ............
        18 295,486  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 1,911  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   365,667  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    365,667
    (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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