Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
THE FIELDS GALLEY PRIVATE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)555 5TH AVE NE SUITE 1114
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PETERSBURG, FL337012655
A Employer identification number

51-6532325
B Telephone number (see instructions)

(631) 664-6522
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$8,454,068
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... 167,319 167,248  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 614,688
b Gross sales price for all assets on line 6a 6,763,230
7 Capital gain net income (from Part IV, line 2)... 614,688
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 782,007 781,936  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 330,000     330,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 1,327 0 0 1,327
b Accounting fees (attach schedule)....... 2,500 0 0 2,500
c Other professional fees (attach schedule).... 49,623 29,774   19,849
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 6,810 2,930   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,741 0 0 1,741
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 49,236 49,236    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 441,237 81,940 0 355,417
25 Contributions, gifts, grants paid....... 384,136 384,136
26 Total expenses and disbursements. Add lines 24 and 25 825,373 81,940 0 739,553
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -43,366
b Net investment income (if negative, enter -0-) 699,996
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,543 5,369 5,369
2 Savings and temporary cash investments......... 314,149 324,252 324,252
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)....... 1,170,470 Click to see attachment769,760 1,007,769
c Investments—corporate bonds (attach schedule)....... 724,203 Click to see attachment689,071 717,372
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,653,625 Click to see attachment6,035,964 6,399,306
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) 7,863,990 7,824,416 8,454,068
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........ 7,863,990 7,824,416
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)..... 7,863,990 7,824,416
30 Total liabilities and net assets/fund balances (see instructions). 7,863,990 7,824,416
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
7,863,990
2
Enter amount from Part I, line 27a .....................
2
-43,366
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,500
4
Add lines 1, 2, and 3 ..........................
4
7,839,124
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,708
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,824,416
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 569. INVESCO OPPENHEIMER   2019-07-10 2019-12-16
b 7. AT&T INC   2017-12-11 2019-01-24
c 25. AT&T INC   2017-12-11 2019-01-24
d 10. AT&T INC   2017-12-11 2019-04-09
e 3. AT&T INC   2017-12-11 2019-04-26
35. AT&T INC   2017-12-11 2019-07-10
112. AT&T INC   2017-12-11 2019-10-04
24. ABBOTT LABORATORIES   2016-08-17 2019-01-18
13. ABBOTT LABORATORIES   2016-08-17 2019-01-24
8. ABBOTT LABORATORIES   2016-08-17 2019-02-11
18. ABBOTT LABORATORIES   2016-08-17 2019-04-03
5. ABBOTT LABORATORIES   2016-08-17 2019-04-09
8. ABBOTT LABORATORIES   2016-08-17 2019-04-26
14. ABBOTT LABORATORIES   2016-08-17 2019-07-10
12. ABBOTT LABORATORIES   2016-08-17 2019-10-04
1. ABIOMED INC   2018-11-27 2019-01-24
1. ABIOMED INC   2018-11-27 2019-02-11
1. ABIOMED INC   2018-11-27 2019-03-22
2. ABIOMED INC   2018-11-27 2019-03-26
1. ABIOMED INC   2018-12-04 2019-03-27
2. ABIOMED INC   2018-11-27 2019-03-27
2. ABIOMED INC   2018-11-28 2019-03-27
1. ABIOMED INC   2018-11-28 2019-03-27
2. ABIOMED INC   2018-11-29 2019-03-27
1. ABIOMED INC   2018-12-06 2019-03-28
1. ABIOMED INC   2018-12-04 2019-03-28
3. ABIOMED INC   2019-02-05 2019-03-28
13. ADOBE SYS INC COM   2016-06-22 2019-01-24
1. ADOBE SYS INC COM   2016-06-27 2019-02-11
2. ADOBE SYS INC COM   2016-06-22 2019-02-11
4. ADOBE SYS INC COM   2016-06-27 2019-04-09
1. ADOBE SYS INC COM   2016-06-27 2019-04-26
6. ADOBE SYS INC COM   2016-07-11 2019-04-26
3. ADOBE SYS INC COM   2016-07-14 2019-04-26
3. ADOBE SYS INC COM   2016-07-14 2019-07-10
12. ADOBE SYS INC COM   2016-11-17 2019-10-04
5. ADOBE SYS INC COM   2017-10-23 2019-10-04
8. ADOBE SYS INC COM   2017-10-20 2019-10-04
7. ADOBE SYS INC COM   2016-10-06 2019-10-04
12. ADOBE SYS INC COM   2016-07-28 2019-10-04
16. ADOBE SYS INC COM   2016-07-26 2019-10-04
6. ADOBE SYS INC COM   2016-07-25 2019-10-04
17. ADOBE SYS INC COM   2016-07-22 2019-10-04
7. AGILENT TECHNOLOGIES INC   2018-10-03 2019-01-24
1. AGILENT TECHNOLOGIES INC   2018-10-03 2019-02-11
3. AGILENT TECHNOLOGIES INC   2018-10-03 2019-04-09
3. AGILENT TECHNOLOGIES INC   2018-10-03 2019-04-26
4. AGILENT TECHNOLOGIES INC   2018-10-08 2019-07-12
9. AGILENT TECHNOLOGIES INC   2018-10-04 2019-07-12
10. AGILENT TECHNOLOGIES INC   2018-10-03 2019-07-12
4. AGILENT TECHNOLOGIES INC   2018-12-06 2019-07-16
17. AGILENT TECHNOLOGIES INC   2018-10-09 2019-07-16
26. AGILENT TECHNOLOGIES INC   2018-10-08 2019-07-16
7. ALEXION PHARMACEUTICALS INC   2017-12-11 2019-01-24
1. ALEXION PHARMACEUTICALS INC   2017-12-11 2019-02-11
2. ALEXION PHARMACEUTICALS INC   2017-12-11 2019-04-09
3. ALEXION PHARMACEUTICALS INC   2017-12-11 2019-04-26
10. ALEXION PHARMACEUTICALS INC   2017-12-11 2019-09-24
46. ALEXION PHARMACEUTICALS INC   2017-12-11 2019-10-04
1. ALIBABA GROUP HOLDING LT   2019-01-30 2019-02-11
1. ALIBABA GROUP HOLDING LT   2019-01-30 2019-04-09
4. ALIBABA GROUP HOLDING LT   2019-01-30 2019-04-26
1. ALIBABA GROUP HOLDING LT   2019-02-06 2019-05-20
16. ALIBABA GROUP HOLDING LT   2019-01-30 2019-05-20
4. ALIBABA GROUP HOLDING LT   2019-01-30 2019-05-20
4. ALIBABA GROUP HOLDING LT   2019-01-30 2019-05-28
3. ALIBABA GROUP HOLDING LT   2019-02-20 2019-05-28
6. ALIBABA GROUP HOLDING LT   2019-02-06 2019-05-28
6. ALIBABA GROUP HOLDING LT   2019-02-20 2019-05-29
10. ALIBABA GROUP HOLDING LT   2019-02-20 2019-05-31
5. ALIGN TECHNOLOGY INC   2018-01-22 2019-01-24
1. ALIGN TECHNOLOGY INC   2018-01-22 2019-01-24
2. ALIGN TECHNOLOGY INC   2017-12-21 2019-01-24
1. ALIGN TECHNOLOGY INC   2018-01-31 2019-01-24
2. ALIGN TECHNOLOGY INC   2018-01-31 2019-04-09
2. ALIGN TECHNOLOGY INC   2018-02-02 2019-04-15
2. ALIGN TECHNOLOGY INC   2018-01-31 2019-04-15
1. ALIGN TECHNOLOGY INC   2018-05-04 2019-04-18
1. ALIGN TECHNOLOGY INC   2018-02-09 2019-04-18
3. ALIGN TECHNOLOGY INC   2018-02-06 2019-04-18
2. ALIGN TECHNOLOGY INC   2018-02-02 2019-04-18
2. ALIGN TECHNOLOGY INC   2018-06-13 2019-04-26
1. ALIGN TECHNOLOGY INC   2018-05-04 2019-04-26
2. ALIGN TECHNOLOGY INC   2018-06-13 2019-04-26
1. ALIGN TECHNOLOGY INC   2018-06-13 2019-07-01
2. ALIGN TECHNOLOGY INC   2018-06-13 2019-07-02
3. ALIGN TECHNOLOGY INC   2018-06-13 2019-07-02
1. ALIGN TECHNOLOGY INC   2018-07-26 2019-07-03
2. ALIGN TECHNOLOGY INC   2018-06-13 2019-07-03
1. ALIGN TECHNOLOGY INC   2018-06-13 2019-07-03
3. ALIGN TECHNOLOGY INC   2018-07-06 2019-10-04
1. ALIGN TECHNOLOGY INC   2018-07-06 2019-10-04
2. ALIGN TECHNOLOGY INC   2018-07-07 2019-10-04
1. ALIGN TECHNOLOGY INC   2018-10-23 2019-10-04
3. ALIGN TECHNOLOGY INC   2019-02-26 2019-10-04
2. ALIGN TECHNOLOGY INC   2018-11-19 2019-10-04
5. ALIGN TECHNOLOGY INC   2018-10-25 2019-10-04
7. ALIGN TECHNOLOGY INC   2018-10-25 2019-10-04
2. ALIGN TECHNOLOGY INC   2018-10-18 2019-10-04
1. ALIGN TECHNOLOGY INC   2018-07-07 2019-10-04
4. ALIGN TECHNOLOGY INC   2018-10-10 2019-10-04
4. ALIGN TECHNOLOGY INC   2018-10-09 2019-10-04
3. ALIGN TECHNOLOGY INC   2018-10-04 2019-10-04
3. ALIGN TECHNOLOGY INC   2018-08-03 2019-10-04
2. ALIGN TECHNOLOGY INC   2018-07-26 2019-10-04
3. ALLSTATE CORPORATION   2015-12-24 2019-01-24
6. ALLSTATE CORPORATION   2015-12-24 2019-02-11
7. ALLSTATE CORPORATION   2015-12-24 2019-04-26
9. ALLSTATE CORPORATION   2015-12-24 2019-07-10
27. ALLSTATE CORPORATION   2015-12-24 2019-10-04
3. ALPHABET INC SHS CL C   2015-12-24 2019-01-24
1. ALPHABET INC SHS CL C   2015-12-24 2019-02-11
2. ALPHABET INC SHS CL C   2015-12-24 2019-04-09
2. ALPHABET INC SHS CL C   2015-12-24 2019-04-26
1. ALPHABET INC SHS CL C   2015-12-24 2019-07-10
21. ALPHABET INC SHS CL C   2015-12-24 2019-10-04
1. ALPHABET INC SHS CL A   2015-12-24 2019-01-24
1. ALPHABET INC SHS CL A   2015-12-24 2019-04-09
1. ALPHABET INC SHS CL A   2015-12-24 2019-07-10
5. AMAZON COM INC   2015-12-24 2019-01-24
2. AMAZON COM INC   2015-12-24 2019-04-09
1. AMAZON COM INC   2015-12-24 2019-04-26
1. AMAZON COM INC   2015-12-24 2019-07-10
2. AMAZON COM INC   2016-01-07 2019-10-04
12. AMAZON COM INC   2015-12-24 2019-10-04
77. AMERICAN CENTURY SMALL CAP VALUE FUND   2015-12-24 2019-04-09
527. AMERICAN CENTURY SMALL CAP VALUE FUND   2015-12-24 2019-04-26
197. AMERICAN CENTURY SMALL CAP VALUE FUND   2017-04-25 2019-07-10
1277. AMERICAN CENTURY SMALL CAP VALUE FUND   2018-02-08 2019-07-10
1786. AMERICAN CENTURY SMALL CAP VALUE FUND   2019-02-11 2019-07-10
209. AMERICAN CENTURY SMALL CAP VALUE FUND   2017-11-15 2019-07-10
.24 AMERICAN CENTURY SMALL CAP VALUE FUND   2017-04-25 2019-07-10
10536. AMERICAN CENTURY SMALL CAP VALUE FUND   2015-12-24 2019-07-10
10. AMERICAN INTERNATIONAL GROUP INC   2018-05-07 2019-01-24
1. AMERICAN INTERNATIONAL GROUP INC   2018-05-07 2019-04-09
9. AMERICAN INTERNATIONAL GROUP INC   2018-05-07 2019-04-26
6. AMERICAN INTERNATIONAL GROUP INC   2018-05-07 2019-04-26
56. AMERICAN INTERNATIONAL GROUP INC   2018-05-07 2019-07-10
40. AMERICAN INTERNATIONAL GROUP INC   2018-05-07 2019-10-04
18. AMERICAN TOWER REIT INC   2015-12-24 2019-01-24
12. AMERICAN TOWER REIT INC   2015-12-24 2019-02-04
10. AMERICAN TOWER REIT INC   2015-12-24 2019-02-04
7. AMERICAN TOWER REIT INC   2015-12-24 2019-02-05
4. AMERICAN TOWER REIT INC   2015-12-24 2019-02-11
4. AMERICAN TOWER REIT INC   2015-12-24 2019-03-22
24. AMERICAN TOWER REIT INC   2015-12-24 2019-04-01
4. AMERICAN TOWER REIT INC   2015-12-24 2019-04-09
9. AMERICAN TOWER REIT INC   2015-12-24 2019-04-26
5. AMERICAN TOWER REIT INC   2015-12-24 2019-07-10
4. AMERICAN TOWER REIT INC   2018-08-03 2019-10-04
1. AMERICAN TOWER REIT INC   2018-10-25 2019-10-04
10. AMERICAN TOWER REIT INC   2018-10-24 2019-10-04
9. AMERICAN TOWER REIT INC   2018-07-31 2019-10-04
28. AMERICAN TOWER REIT INC   2016-04-21 2019-10-04
6. AMERICAN TOWER REIT INC   2017-09-28 2019-10-04
7. AMERICAN TOWER REIT INC   2017-05-18 2019-10-04
19. AMERICAN TOWER REIT INC   2017-05-18 2019-10-04
5. AMERICAN TOWER REIT INC   2017-05-03 2019-10-04
11. AMERICAN TOWER REIT INC   2017-04-27 2019-10-04
1. AMERICAN TOWER REIT INC   2017-03-20 2019-10-04
4. AMERICAN TOWER REIT INC   2016-01-13 2019-10-04
13. AMERICAN TOWER REIT INC   2015-12-24 2019-10-04
13. ARCHER-DANIELS-MIDLAND CO   2015-12-24 2019-01-24
43. ARCHER-DANIELS-MIDLAND CO   2015-12-24 2019-10-04
3. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-02-28 2019-04-09
2. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-02-28 2019-04-26
10. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-03-01 2019-11-04
5. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-03-04 2019-11-04
9. ASTRAZENECA PLC-SPONS ADR (UK/USD) ISIN #US0463531089   2019-02-28 2019-11-04
1. AUTODESK INC COM   2019-04-01 2019-04-26
8. AUTODESK INC COM   2019-04-01 2019-08-21
12. AUTODESK INC COM   2019-04-02 2019-08-21
6. AUTODESK INC COM   2019-04-04 2019-08-21
7. AUTODESK INC COM   2019-05-24 2019-08-21
4. AUTODESK INC COM   2019-06-06 2019-08-21
4. AUTOMATIC DATA PROCESSING INC   2017-09-27 2019-01-24
2. AUTOMATIC DATA PROCESSING INC   2017-09-28 2019-01-24
1. AUTOMATIC DATA PROCESSING INC   2017-09-28 2019-04-09
3. AUTOMATIC DATA PROCESSING INC   2017-09-28 2019-04-26
10. BB&T CORPORATION   2015-12-24 2019-01-24
49. BB&T CORPORATION   2015-12-24 2019-10-04
1000. BP CAPITAL MARKETS PLC   2017-04-17 2019-02-21
12000. BP CAPITAL MARKETS PLC   2017-04-17 2019-03-12
1000. BP CAPITAL MARKETS PLC   2017-05-01 2019-03-12
24. BANK OF NEW YORK MELLON CORP/THE   2015-12-24 2019-01-24
56. BANK OF NEW YORK MELLON CORP/THE   2015-12-24 2019-10-04
1. BECTON DICKINSON AND CO   2017-05-11 2019-01-24
1. BECTON DICKINSON AND CO   2017-05-11 2019-02-11
1. BECTON DICKINSON AND CO   2017-05-11 2019-03-29
3. BECTON DICKINSON AND CO   2017-08-31 2019-03-29
2. BECTON DICKINSON AND CO   2017-08-31 2019-04-01
2. BECTON DICKINSON AND CO   2017-08-31 2019-04-03
6. BECTON DICKINSON AND CO   2018-08-03 2019-04-18
7. BECTON DICKINSON AND CO   2017-08-31 2019-04-18
5. BECTON DICKINSON AND CO   2018-03-08 2019-04-18
2. BECTON DICKINSON AND CO   2018-10-25 2019-04-18
10. BIOMARIN PHARMACEUTICAL INC   2017-12-11 2019-01-24
1. BIOMARIN PHARMACEUTICAL INC   2017-12-11 2019-02-11
4. BIOMARIN PHARMACEUTICAL INC   2017-12-11 2019-04-09
3. BIOMARIN PHARMACEUTICAL INC   2017-12-11 2019-04-26
86. BIOMARIN PHARMACEUTICAL INC   2017-12-11 2019-10-04
5000. BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-05-08 2019-05-15
436. BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-06-28 2019-08-26
.87 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-07-31 2019-08-26
447. BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-07-31 2019-08-26
.56 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-05-08 2019-08-26
341. BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-05-31 2019-08-26
8774.57 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-05-08 2019-08-26
9590.96 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-05-08 2019-09-27
409.05 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-08-30 2019-09-27
201519.7 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-05-08 2019-12-12
369.25 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-09-30 2019-12-12
334.64 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-10-31 2019-12-12
292.42 BLACKROCK LIQUIDITY FUNDS TEMPCASH   2019-11-29 2019-12-12
3. BOEING CO/THE   2017-12-06 2019-01-24
11. BOEING CO/THE   2017-12-06 2019-03-11
1. BOEING CO/THE   2018-01-05 2019-03-11
2. BOEING CO/THE   2018-09-06 2019-03-12
3. BOEING CO/THE   2018-06-21 2019-03-12
1. BOEING CO/THE   2018-01-05 2019-03-12
2. BOEING CO/THE   2018-02-06 2019-03-12
2. BOEING CO/THE   2018-09-07 2019-03-14
2. BOEING CO/THE   2018-09-07 2019-03-14
8. BOEING CO/THE   2018-09-06 2019-03-14
1. BOEING CO/THE   2018-11-29 2019-03-14
1. BOEING CO/THE   2019-04-04 2019-04-26
3. BOEING CO/THE   2019-04-04 2019-12-16
3. BOEING CO/THE   2019-04-04 2019-12-16
2. BOOKING HLDGS INC   2015-12-24 2019-01-24
6. BOOKING HLDGS INC   2015-12-24 2019-03-08
1. BOOKING HLDGS INC   2015-12-24 2019-04-09
4. BOOKING HLDGS INC   2015-12-24 2019-06-27
3. BOOKING HLDGS INC   2016-04-21 2019-06-27
52. BOSTON SCIENTIFIC CORPORATION   2019-10-02 2019-10-04
120. BOSTON SCIENTIFIC CORPORATION   2019-08-07 2019-10-04
2. BROADCOM INC   2019-01-30 2019-04-09
3. BROADCOM INC   2019-01-30 2019-04-26
10. BROADCOM INC   2019-01-30 2019-10-04
.38 CIGNA CORP   2017-12-11 2019-01-04
2. CIGNA CORP   2017-12-11 2019-01-24
12. CIGNA CORP   2017-12-11 2019-10-04
73. CVS HEALTH CORP   2017-12-11 2019-10-04
9. CARDINAL HEALTH INCORPORATED   2017-12-11 2019-01-24
5. CARDINAL HEALTH INCORPORATED   2017-12-11 2019-01-24
13. CARDINAL HEALTH INCORPORATED   2017-12-11 2019-02-11
48. CARDINAL HEALTH INCORPORATED   2017-12-11 2019-10-04
26. CELGENE CORP   2017-12-11 2019-01-03
25. CELGENE CORP   2017-12-11 2019-01-07
27. CISCO SYSTEMS INCORPORATED   2015-12-24 2019-01-24
6. CISCO SYSTEMS INCORPORATED   2015-12-24 2019-02-11
22. CISCO SYSTEMS INCORPORATED   2015-12-24 2019-04-09
23. CISCO SYSTEMS INCORPORATED   2015-12-24 2019-04-26
3000. CITIGROUP INC   2017-09-07 2019-02-21
72. CONAGRA BRANDS INC   2019-09-04 2019-10-04
5. CONCHO RESOURCES INC   2016-12-19 2019-01-24
1. CONCHO RESOURCES INC   2016-12-19 2019-02-11
1. CONCHO RESOURCES INC   2016-12-19 2019-04-09
3. CONCHO RESOURCES INC   2017-01-10 2019-04-26
5. CONCHO RESOURCES INC   2017-03-08 2019-08-01
4. CONCHO RESOURCES INC   2017-01-13 2019-08-01
15. CONCHO RESOURCES INC   2017-02-08 2019-08-01
6. CONCHO RESOURCES INC   2017-02-28 2019-08-01
11. CONCHO RESOURCES INC   2017-03-20 2019-08-01
18. CONOCOPHILLIPS   2017-03-22 2019-01-18
4. CONOCOPHILLIPS   2017-03-22 2019-01-24
13. CONOCOPHILLIPS   2017-04-04 2019-12-13
32. CONOCOPHILLIPS   2017-03-22 2019-12-13
1. DOWDUPONT INC   2019-06-06 2019-06-06
63. DOWDUPONT INC   2015-12-24 2019-06-19
4. DOWDUPONT INC   2016-04-21 2019-06-19
1. DOWDUPONT INC   2017-11-15 2019-06-19
10. DOWDUPONT INC   2019-01-18 2019-06-19
9. DOWDUPONT INC   2019-02-11 2019-06-19
30. DOWDUPONT INC   2019-04-16 2019-06-19
4. COSTCO WHSL CORP NEW   2015-12-24 2019-01-24
1. COSTCO WHSL CORP NEW   2016-01-20 2019-02-11
1. COSTCO WHSL CORP NEW   2015-12-24 2019-02-11
1. COSTCO WHSL CORP NEW   2016-01-20 2019-04-09
3. COSTCO WHSL CORP NEW   2016-01-20 2019-04-26
1. COSTCO WHSL CORP NEW   2016-01-21 2019-04-26
3. COSTCO WHSL CORP NEW   2016-01-21 2019-10-04
10. COSTCO WHSL CORP NEW   2017-03-20 2019-10-04
2. COSTCO WHSL CORP NEW   2016-10-26 2019-10-04
7. COSTCO WHSL CORP NEW   2016-06-01 2019-10-04
5. COSTCO WHSL CORP NEW   2016-05-18 2019-10-04
10. COSTCO WHSL CORP NEW   2016-04-21 2019-10-04
2. COSTCO WHSL CORP NEW   2016-01-22 2019-10-04
10. COSTCO WHSL CORP NEW   2016-11-14 2019-10-04
2. COSTAR GROUP INC   2015-12-24 2019-01-24
1. COSTAR GROUP INC   2015-12-24 2019-04-26
1. COSTAR GROUP INC   2015-12-24 2019-11-05
681. CREDIT SUISSE COMMODITY   2018-02-08 2019-01-24
663. CREDIT SUISSE COMMODITY   2018-02-08 2019-01-24
261. CREDIT SUISSE COMMODITY   2018-02-08 2019-04-26
663. CREDIT SUISSE COMMODITY   2018-02-26 2019-07-10
36754. CREDIT SUISSE COMMODITY   2018-02-08 2019-07-10
4. DISNEY (WALT) CO COM STK   2019-04-12 2019-04-26
21. DISNEY (WALT) CO COM STK   2019-04-12 2019-07-31
8. DISNEY (WALT) CO COM STK   2019-04-12 2019-08-08
2. DISNEY (WALT) CO COM STK   2019-04-15 2019-08-22
6. DISNEY (WALT) CO COM STK   2019-04-12 2019-08-22
2. DOLLAR TREE INC   2017-09-01 2019-01-24
2. DOLLAR TREE INC   2017-09-01 2019-02-11
3. DOLLAR TREE INC   2017-09-01 2019-04-09
12. DOLLAR TREE INC   2017-09-01 2019-04-26
27. DOLLAR TREE INC   2017-09-01 2019-10-04
1. DOW INC   2019-04-05 2019-04-05
3. DOW INC   2015-12-24 2019-04-09
10. DOW INC   2019-01-18 2019-04-15
9. DOW INC   2019-02-11 2019-04-15
1. DOW INC   2017-11-15 2019-04-15
4. DOW INC   2016-04-21 2019-04-15
63. DOW INC   2015-12-24 2019-04-15
7. DOWDUPONT INC   2015-12-24 2019-01-24
9. DOWDUPONT INC   2015-12-24 2019-04-09
.67 DUPONT DE NEMOURS INC   2019-04-16 2019-06-06
34. DUPONT DE NEMOURS INC   2015-12-24 2019-10-04
4. EDISON INTERNATIONAL   2015-12-24 2019-02-11
9. EDISON INTERNATIONAL   2015-12-24 2019-04-09
12. EDISON INTERNATIONAL   2015-12-24 2019-04-26
16. EDISON INTERNATIONAL   2015-12-24 2019-07-10
47. EDISON INTERNATIONAL   2015-12-24 2019-10-04
7. ELECTRONIC ARTS   2017-02-02 2019-01-24
3. ELECTRONIC ARTS   2017-02-02 2019-02-06
8. ELECTRONIC ARTS   2018-05-10 2019-02-06
12. ELECTRONIC ARTS   2018-05-09 2019-02-06
6. ELECTRONIC ARTS   2018-02-06 2019-02-06
1. ELECTRONIC ARTS   2018-02-06 2019-02-06
16. ELECTRONIC ARTS   2018-02-02 2019-02-06
10. ELECTRONIC ARTS   2017-10-20 2019-02-06
4. ELECTRONIC ARTS   2018-02-02 2019-02-06
1. ELECTRONIC ARTS   2017-03-04 2019-04-09
15. ELECTRONIC ARTS   2019-03-11 2019-04-18
4. ELECTRONIC ARTS   2018-03-04 2019-04-18
16. ELECTRONIC ARTS   2018-03-04 2019-04-18
10. ELECTRONIC ARTS   2017-11-19 2019-04-18
2. ELECTRONIC ARTS   2017-03-04 2019-04-18
1. ELECTRONIC ARTS   2018-03-08 2019-04-18
8. ELECTRONIC ARTS   2019-03-26 2019-04-18
2000. ENTERPRISE PRODUCTS OPER   2016-09-09 2019-02-21
3. EQUINIX INC   2015-12-24 2019-01-24
1. EQUINIX INC   2015-12-24 2019-02-11
1. EQUINIX INC   2015-12-24 2019-04-09
1. EQUINIX INC   2015-12-24 2019-04-26
3. EQUINIX INC   2015-12-24 2019-09-24
4. EQUINIX INC   2016-04-21 2019-10-04
1. EQUINIX INC   2016-02-01 2019-10-04
17. EQUINIX INC   2015-12-24 2019-10-04
37. EQUITY RESIDENTIAL   2017-01-12 2019-01-24
5. EQUITY RESIDENTIAL   2017-01-12 2019-02-11
6. EQUITY RESIDENTIAL   2017-01-12 2019-04-26
51. EQUITY RESIDENTIAL   2017-01-12 2019-10-04
219. AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2015-12-24 2019-04-09
290. AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2015-12-24 2019-04-26
2298. AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2018-02-08 2019-07-10
339. AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2019-02-11 2019-07-10
4072. AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2015-12-24 2019-07-10
1. EXACT SCIENCES CORP COM   2019-03-12 2019-04-26
3. EXPEDIA GROUP INC   2017-12-11 2019-01-24
1. EXPEDIA GROUP INC   2017-12-11 2019-01-24
2. EXPEDIA GROUP INC   2017-12-11 2019-04-09
3. EXPEDIA GROUP INC   2017-12-11 2019-04-26
6. EXPEDIA GROUP INC   2018-02-14 2019-05-10
3. EXPEDIA GROUP INC   2017-12-11 2019-05-10
1. EXPEDIA GROUP INC   2017-12-29 2019-05-10
1. EXPEDIA GROUP INC   2018-02-14 2019-05-13
5. EXPEDIA GROUP INC   2018-02-14 2019-05-17
8. EXPEDIA GROUP INC   2018-02-14 2019-05-17
3. EXPEDIA GROUP INC   2018-09-06 2019-05-17
6. EXPEDIA GROUP INC   2018-09-07 2019-05-21
6. EXPEDIA GROUP INC   2018-09-06 2019-05-21
11. FACEBOOK INC   2017-05-09 2019-01-24
2. FACEBOOK INC   2017-05-09 2019-01-24
4. FACEBOOK INC   2017-05-18 2019-01-24
2. FACEBOOK INC   2017-05-17 2019-02-11
11. FACEBOOK INC   2017-05-17 2019-04-26
2. FACEBOOK INC   2017-05-17 2019-04-26
4. FACEBOOK INC   2017-05-18 2019-04-26
4. FACEBOOK INC   2017-05-26 2019-07-10
6. FACEBOOK INC   2017-06-08 2019-07-10
2. FACEBOOK INC   2017-05-18 2019-07-10
15. FACEBOOK INC   2017-07-13 2019-10-04
5. FACEBOOK INC   2017-06-08 2019-10-04
21. FACEBOOK INC   2018-02-01 2019-10-04
12. FACEBOOK INC   2018-10-31 2019-10-04
19. FACEBOOK INC   2018-10-31 2019-10-04
8. FACEBOOK INC   2018-07-18 2019-10-04
24. FACEBOOK INC   2018-04-26 2019-10-04
7. FACEBOOK INC   2018-10-31 2019-12-18
1000. FHLMC G0 8817 04%2048   2018-06-07 2019-01-09
4.53 FHLMC G0 8817 04%2048   2019-01-15 2019-01-15
38.39 FHLMC G0 8879 05%2049   2019-07-15 2019-07-15
84.85 FHLMC G0 8879 05%2049   2019-08-15 2019-08-15
102.17 FHLMC G0 8879 05%2049   2019-09-16 2019-09-16
105.24 FHLMC G0 8879 05%2049   2019-10-15 2019-10-15
159.26 FHLMC G0 8879 05%2049   2019-11-15 2019-11-15
108.5 FHLMC G0 8879 05%2049   2019-12-16 2019-12-16
3000. FHLMC G0 8879 05%2049   2019-06-21 2019-12-31
45.39 FHLMC G0 8635 03%2045   2019-05-15 2019-05-15
42.22 FHLMC G0 8635 03%2045   2019-06-17 2019-06-17
40.46 FHLMC G0 8635 03%2045   2019-07-15 2019-07-15
48.59 FHLMC G0 8635 03%2045   2019-08-15 2019-08-15
50.57 FHLMC G0 8635 03%2045   2019-09-16 2019-09-16
59.24 FHLMC G0 8635 03%2045   2019-10-15 2019-10-15
59.5 FHLMC G0 8635 03%2045   2019-11-15 2019-11-15
46.52 FHLMC G0 8635 03%2045   2019-12-16 2019-12-16
47000. FHLMC G0 8699 04%2046   2016-09-21 2019-01-09
214.87 FHLMC G0 8699 04%2046   2019-01-15 2019-01-15
16.8 FHLMC G0 8702 03 50%2046   2019-01-15 2019-01-15
16.67 FHLMC G0 8702 03 50%2046   2019-02-15 2019-02-15
17.6 FHLMC G0 8702 03 50%2046   2019-03-15 2019-03-15
23.62 FHLMC G0 8702 03 50%2046   2019-04-15 2019-04-15
1000. FHLMC G0 8702 03 50%2046   2017-10-26 2019-05-08
23.88 FHLMC G0 8702 03 50%2046   2019-05-15 2019-05-15
20.59 FHLMC G0 8702 03 50%2046   2019-06-17 2019-06-17
20.44 FHLMC G0 8702 03 50%2046   2019-07-15 2019-07-15
21.95 FHLMC G0 8702 03 50%2046   2019-08-15 2019-08-15
23.74 FHLMC G0 8702 03 50%2046   2019-09-16 2019-09-16
26.83 FHLMC G0 8702 03 50%2046   2019-10-15 2019-10-15
28.51 FHLMC G0 8702 03 50%2046   2019-11-15 2019-11-15
23.73 FHLMC G0 8702 03 50%2046   2019-12-16 2019-12-16
2000. FHLMC G0 8702 03 50%2046   2017-10-26 2019-12-31
532.05 FHLMC G0 8693 03 50%2046   2019-01-15 2019-01-15
500.72 FHLMC G0 8693 03 50%2046   2019-02-15 2019-02-15
447.53 FHLMC G0 8693 03 50%2046   2019-03-15 2019-03-15
542.59 FHLMC G0 8693 03 50%2046   2019-04-15 2019-04-15
1000. FHLMC G0 8693 03 50%2046   2016-09-09 2019-05-08
687.21 FHLMC G0 8693 03 50%2046   2019-05-15 2019-05-15
705.81 FHLMC G0 8693 03 50%2046   2019-06-17 2019-06-17
690.99 FHLMC G0 8693 03 50%2046   2019-07-15 2019-07-15
868.81 FHLMC G0 8693 03 50%2046   2019-08-15 2019-08-15
940.25 FHLMC G0 8693 03 50%2046   2019-09-16 2019-09-16
1089.8 FHLMC G0 8693 03 50%2046   2019-10-15 2019-10-15
1235.75 FHLMC G0 8693 03 50%2046   2019-11-15 2019-11-15
1004.37 FHLMC G0 8693 03 50%2046   2019-12-16 2019-12-16
20000. FHLMC G0 8693 03 50%2046   2016-09-09 2019-12-31
29.48 FHLMC G0 8706 03 50%2046   2019-01-15 2019-01-15
23.34 FHLMC G0 8706 03 50%2046   2019-02-15 2019-02-15
21.17 FHLMC G0 8706 03 50%2046   2019-03-15 2019-03-15
29.58 FHLMC G0 8706 03 50%2046   2019-04-15 2019-04-15
1000. FHLMC G0 8706 03 50%2046   2017-05-08 2019-05-08
39.95 FHLMC G0 8706 03 50%2046   2019-05-15 2019-05-15
34.97 FHLMC G0 8706 03 50%2046   2019-06-17 2019-06-17
29.79 FHLMC G0 8706 03 50%2046   2019-07-15 2019-07-15
37.13 FHLMC G0 8706 03 50%2046   2019-08-15 2019-08-15
32.64 FHLMC G0 8706 03 50%2046   2019-09-16 2019-09-16
38.51 FHLMC G0 8706 03 50%2046   2019-10-15 2019-10-15
47.68 FHLMC G0 8706 03 50%2046   2019-11-15 2019-11-15
38.98 FHLMC G0 8706 03 50%2046   2019-12-16 2019-12-16
3000. FHLMC G0 8706 03 50%2046   2017-05-08 2019-12-31
5.11 FHLMC G0 8761 03 50%2047   2019-01-15 2019-01-15
5. FHLMC G0 8761 03 50%2047   2019-02-15 2019-02-15
5.49 FHLMC G0 8761 03 50%2047   2019-03-15 2019-03-15
8.12 FHLMC G0 8761 03 50%2047   2019-04-15 2019-04-15
1000. FHLMC G0 8761 03 50%2047   2017-06-08 2019-05-08
8.36 FHLMC G0 8761 03 50%2047   2019-05-15 2019-05-15
206.64 FHLMC G0 8737 03%2046   2019-01-15 2019-01-15
238.34 FHLMC G0 8737 03%2046   2019-02-15 2019-02-15
201.89 FHLMC G0 8737 03%2046   2019-03-15 2019-03-15
4000. FHLMC G0 8737 03%2046   2016-12-08 2019-03-27
253.78 FHLMC G0 8737 03%2046   2019-04-15 2019-04-15
282.76 FHLMC G0 8737 03%2046   2019-05-15 2019-05-15
328.23 FHLMC G0 8737 03%2046   2019-06-17 2019-06-17
336.07 FHLMC G0 8737 03%2046   2019-07-15 2019-07-15
373.52 FHLMC G0 8737 03%2046   2019-08-15 2019-08-15
382.01 FHLMC G0 8737 03%2046   2019-09-16 2019-09-16
395.91 FHLMC G0 8737 03%2046   2019-10-15 2019-10-15
485.51 FHLMC G0 8737 03%2046   2019-11-15 2019-11-15
428.94 FHLMC G0 8737 03%2046   2019-12-16 2019-12-16
21.87 FHLMC G0 8741 03%2047   2019-01-15 2019-01-15
20.36 FHLMC G0 8741 03%2047   2019-02-15 2019-02-15
22.33 FHLMC G0 8741 03%2047   2019-03-15 2019-03-15
2000. FHLMC G0 8741 03%2047   2018-02-12 2019-03-27
14.14 FHLMC G0 8741 03%2047   2019-04-15 2019-04-15
14.91 FHLMC G0 8741 03%2047   2019-05-15 2019-05-15
18.42 FHLMC G0 8741 03%2047   2019-06-17 2019-06-17
18.3 FHLMC G0 8741 03%2047   2019-07-15 2019-07-15
20.25 FHLMC G0 8741 03%2047   2019-08-15 2019-08-15
19.64 FHLMC G0 8741 03%2047   2019-09-16 2019-09-16
21.55 FHLMC G0 8741 03%2047   2019-10-15 2019-10-15
21.66 FHLMC G0 8741 03%2047   2019-11-15 2019-11-15
18.28 FHLMC G0 8741 03%2047   2019-12-16 2019-12-16
46.36 FHLMC G0 8751 03 50%2047   2019-01-15 2019-01-15
39.96 FHLMC G0 8751 03 50%2047   2019-02-15 2019-02-15
47.42 FHLMC G0 8751 03 50%2047   2019-03-15 2019-03-15
52.83 FHLMC G0 8751 03 50%2047   2019-04-15 2019-04-15
7000. FHLMC G0 8751 03 50%2047   2017-03-23 2019-05-08
58.25 FHLMC G0 8751 03 50%2047   2019-05-15 2019-05-15
11.76 FHLMC G0 8759 04 50%2047   2019-05-15 2019-05-15
12.86 FHLMC G0 8759 04 50%2047   2019-06-17 2019-06-17
12.45 FHLMC G0 8759 04 50%2047   2019-07-15 2019-07-15
17.82 FHLMC G0 8759 04 50%2047   2019-08-15 2019-08-15
18.36 FHLMC G0 8759 04 50%2047   2019-09-16 2019-09-16
23.23 FHLMC G0 8759 04 50%2047   2019-10-15 2019-10-15
25.18 FHLMC G0 8759 04 50%2047   2019-11-15 2019-11-15
18.27 FHLMC G0 8759 04 50%2047   2019-12-16 2019-12-16
324.53 FHLMC ZT 1322 05%2048   2019-11-25 2019-11-25
339.85 FHLMC ZT 1322 05%2048   2019-12-26 2019-12-26
11000. FHLMC ZT 1322 05%2048   2019-10-16 2019-12-31
12.67 FHLMC Q4 9490 03 50%2047   2019-01-15 2019-01-15
14.44 FHLMC Q4 9490 03 50%2047   2019-02-15 2019-02-15
11.74 FHLMC Q4 9490 03 50%2047   2019-03-15 2019-03-15
1000. FHLMC Q4 9490 03 50%2047   2017-07-14 2019-03-27
7.15 FHLMC Q4 9490 03 50%2047   2019-04-15 2019-04-15
2000. FHLMC Q4 9490 03 50%2047   2017-07-14 2019-05-08
14.84 FHLMC Q4 9490 03 50%2047   2019-05-15 2019-05-15
53.62 FHLMC G6 0855 04 50%2045   2019-01-15 2019-01-15
61.97 FHLMC G6 0855 04 50%2045   2019-02-15 2019-02-15
74.46 FHLMC G6 0855 04 50%2045   2019-03-15 2019-03-15
76.74 FHLMC G6 0855 04 50%2045   2019-04-15 2019-04-15
91.26 FHLMC G6 0855 04 50%2045   2019-05-15 2019-05-15
115.08 FHLMC G6 0855 04 50%2045   2019-06-17 2019-06-17
136.03 FHLMC G6 0855 04 50%2045   2019-07-15 2019-07-15
89.32 FHLMC G6 0855 04 50%2045   2019-08-15 2019-08-15
124.79 FHLMC G6 0855 04 50%2045   2019-09-16 2019-09-16
129.65 FHLMC G6 0855 04 50%2045   2019-10-15 2019-10-15
79.67 FHLMC G6 0855 04 50%2045   2019-11-15 2019-11-15
99.65 FHLMC G6 0855 04 50%2045   2019-12-16 2019-12-16
3000. FHLMC G6 0855 04 50%2045   2017-05-09 2019-12-31
7000. FHLMC G6 0855 04 50%2045   2017-03-24 2019-12-31
1000. FEDERAL NATL MTG ASSN M/T/N   2016-09-09 2019-03-27
298.85 FNMA PAL6307 04 50%2045   2019-01-25 2019-01-25
212.41 FNMA PAL6307 04 50%2045   2019-02-25 2019-02-25
355.24 FNMA PAL6307 04 50%2045   2019-03-25 2019-03-25
426.24 FNMA PAL6307 04 50%2045   2019-04-25 2019-04-25
290.52 FNMA PAL6307 04 50%2045   2019-05-28 2019-05-28
402.78 FNMA PAL6307 04 50%2045   2019-06-25 2019-06-25
263.95 FNMA PAL6307 04 50%2045   2019-07-25 2019-07-25
467.52 FNMA PAL6307 04 50%2045   2019-08-26 2019-08-26
451.87 FNMA PAL6307 04 50%2045   2019-09-25 2019-09-25
369.85 FNMA PAL6307 04 50%2045   2019-10-25 2019-10-25
456.8 FNMA PAL6307 04 50%2045   2019-11-25 2019-11-25
700. FNMA PAL6307 04 50%2045   2019-12-26 2019-12-26
4.8 FNMA PMA2670 03%2046   2019-01-25 2019-01-25
4.72 FNMA PMA2670 03%2046   2019-02-25 2019-02-25
4.81 FNMA PMA2670 03%2046   2019-03-25 2019-03-25
1000. FNMA PMA2670 03%2046   2017-06-19 2019-03-27
136.42 FNMA PMA3594 05%2049   2019-02-25 2019-02-25
245.57 FNMA PMA3594 05%2049   2019-03-25 2019-03-25
3000. FNMA PMA3594 05%2049   2019-01-14 2019-03-27
402.93 FNMA PMA3594 05%2049   2019-04-25 2019-04-25
684.3 FNMA PMA3594 05%2049   2019-05-28 2019-05-28
924.53 FNMA PMA3594 05%2049   2019-06-25 2019-06-25
1670.15 FNMA PMA3594 05%2049   2019-07-25 2019-07-25
1398.06 FNMA PMA3594 05%2049   2019-08-26 2019-08-26
1137.17 FNMA PMA3594 05%2049   2019-09-25 2019-09-25
1242.92 FNMA PMA3594 05%2049   2019-10-25 2019-10-25
1355.06 FNMA PMA3594 05%2049   2019-11-25 2019-11-25
976.23 FNMA PMA3594 05%2049   2019-12-26 2019-12-26
5.25 FNMA PMA2959 03 50%2047   2019-01-25 2019-01-25
6.82 FNMA PMA2959 03 50%2047   2019-02-25 2019-02-25
6.07 FNMA PMA2959 03 50%2047   2019-03-25 2019-03-25
7.21 FNMA PMA2959 03 50%2047   2019-04-25 2019-04-25
1000. FNMA PMA2959 03 50%2047   2017-06-19 2019-05-08
9.66 FNMA PMA2959 03 50%2047   2019-05-28 2019-05-28
172.19 FNMA PMA3008 04 50%2047   2019-01-25 2019-01-25
89.73 FNMA PMA3008 04 50%2047   2019-02-25 2019-02-25
70.39 FNMA PMA3008 04 50%2047   2019-03-25 2019-03-25
83.79 FNMA PMA3008 04 50%2047   2019-04-25 2019-04-25
244.43 FNMA PMA3008 04 50%2047   2019-05-28 2019-05-28
202.39 FNMA PMA3008 04 50%2047   2019-06-25 2019-06-25
137.92 FNMA PMA3008 04 50%2047   2019-07-25 2019-07-25
193.35 FNMA PMA3008 04 50%2047   2019-08-26 2019-08-26
148.55 FNMA PMA3008 04 50%2047   2019-09-25 2019-09-25
186.21 FNMA PMA3008 04 50%2047   2019-10-25 2019-10-25
187.18 FNMA PMA3008 04 50%2047   2019-11-25 2019-11-25
151.79 FNMA PMA3008 04 50%2047   2019-12-26 2019-12-26
7.4 FNMA PMA3073 04 50%2047   2019-01-25 2019-01-25
6.64 FNMA PMA3073 04 50%2047   2019-02-25 2019-02-25
6.44 FNMA PMA3073 04 50%2047   2019-03-25 2019-03-25
10.65 FNMA PMA3073 04 50%2047   2019-04-25 2019-04-25
13.63 FNMA PMA3073 04 50%2047   2019-05-28 2019-05-28
15.64 FNMA PMA3073 04 50%2047   2019-06-25 2019-06-25
17.79 FNMA PMA3073 04 50%2047   2019-07-25 2019-07-25
20.66 FNMA PMA3073 04 50%2047   2019-08-26 2019-08-26
19.57 FNMA PMA3073 04 50%2047   2019-09-25 2019-09-25
16.05 FNMA PMA3073 04 50%2047   2019-10-25 2019-10-25
20.95 FNMA PMA3073 04 50%2047   2019-11-25 2019-11-25
20.61 FNMA PMA3073 04 50%2047   2019-12-26 2019-12-26
249.89 FNMA PMA3210 03 50%2047   2019-01-25 2019-01-25
249.23 FNMA PMA3210 03 50%2047   2019-02-25 2019-02-25
247.2 FNMA PMA3210 03 50%2047   2019-03-25 2019-03-25
1000. FNMA PMA3210 03 50%2047   2018-04-20 2019-03-27
1000. FNMA PMA3210 03 50%2047   2018-04-10 2019-03-27
317.43 FNMA PMA3210 03 50%2047   2019-04-25 2019-04-25
38000. FNMA PMA3210 03 50%2047   2018-04-20 2019-05-08
4000. FNMA PMA3210 03 50%2047   2018-09-11 2019-05-08
371.75 FNMA PMA3210 03 50%2047   2019-05-28 2019-05-28
331.9 FNMA PMA3210 03 50%2047   2019-11-25 2019-11-25
244.76 FNMA PMA3210 03 50%2047   2019-12-26 2019-12-26
161.5 FNMA PMA3182 03 50%2047   2019-01-25 2019-01-25
161.77 FNMA PMA3182 03 50%2047   2019-02-25 2019-02-25
159.06 FNMA PMA3182 03 50%2047   2019-03-25 2019-03-25
8000. FNMA PMA3182 03 50%2047   2017-12-07 2019-03-27
147.05 FNMA PMA3182 03 50%2047   2019-04-25 2019-04-25
22000. FNMA PMA3182 03 50%2047   2017-12-07 2019-05-08
166.06 FNMA PMA3182 03 50%2047   2019-05-28 2019-05-28
36.93 FNMA PMA3184 04 50%2047   2019-01-25 2019-01-25
52.85 FNMA PMA3184 04 50%2047   2019-02-25 2019-02-25
53.6 FNMA PMA3184 04 50%2047   2019-03-25 2019-03-25
55.44 FNMA PMA3184 04 50%2047   2019-04-25 2019-04-25
66.89 FNMA PMA3184 04 50%2047   2019-05-28 2019-05-28
80.61 FNMA PMA3184 04 50%2047   2019-06-25 2019-06-25
96.12 FNMA PMA3184 04 50%2047   2019-07-25 2019-07-25
101.72 FNMA PMA3184 04 50%2047   2019-08-26 2019-08-26
111.67 FNMA PMA3184 04 50%2047   2019-09-25 2019-09-25
90.47 FNMA PMA3184 04 50%2047   2019-10-25 2019-10-25
106.45 FNMA PMA3184 04 50%2047   2019-11-25 2019-11-25
81.79 FNMA PMA3184 04 50%2047   2019-12-26 2019-12-26
24.1 FNMA PMA3238 03 50%2048   2019-01-25 2019-01-25
24.53 FNMA PMA3238 03 50%2048   2019-02-25 2019-02-25
26.36 FNMA PMA3238 03 50%2048   2019-03-25 2019-03-25
1000. FNMA PMA3238 03 50%2048   2018-02-15 2019-03-27
27.9 FNMA PMA3238 03 50%2048   2019-04-25 2019-04-25
4000. FNMA PMA3238 03 50%2048   2018-02-15 2019-05-08
34.06 FNMA PMA3238 03 50%2048   2019-05-28 2019-05-28
1000. FNMA PMA3239 04%2048   2018-03-28 2019-01-09
2000. FNMA PMA3239 04%2048   2018-02-23 2019-01-09
18.69 FNMA PMA3239 04%2048   2019-01-25 2019-01-25
10.15 FNMA PMA3385 04 50%2048   2019-01-25 2019-01-25
12.86 FNMA PMA3385 04 50%2048   2019-02-25 2019-02-25
15.44 FNMA PMA3385 04 50%2048   2019-03-25 2019-03-25
16.41 FNMA PMA3385 04 50%2048   2019-04-25 2019-04-25
23.16 FNMA PMA3385 04 50%2048   2019-05-28 2019-05-28
27.01 FNMA PMA3385 04 50%2048   2019-06-25 2019-06-25
17.25 FNMA PMA3385 04 50%2048   2019-07-25 2019-07-25
23.41 FNMA PMA3385 04 50%2048   2019-08-26 2019-08-26
28.79 FNMA PMA3385 04 50%2048   2019-09-25 2019-09-25
29.9 FNMA PMA3385 04 50%2048   2019-10-25 2019-10-25
31.88 FNMA PMA3385 04 50%2048   2019-11-25 2019-11-25
26.4 FNMA PMA3385 04 50%2048   2019-12-26 2019-12-26
545.74 FNMA PMA3416 04 50%2048   2019-11-25 2019-11-25
437.16 FNMA PMA3416 04 50%2048   2019-12-26 2019-12-26
1638.63 FNMA PMA3443 04%2048   2019-06-25 2019-06-25
1584.24 FNMA PMA3443 04%2048   2019-07-25 2019-07-25
2756.43 FNMA PMA3443 04%2048   2019-08-26 2019-08-26
3013.94 FNMA PMA3443 04%2048   2019-09-25 2019-09-25
3548.44 FNMA PMA3443 04%2048   2019-10-25 2019-10-25
3677.68 FNMA PMA3443 04%2048   2019-11-25 2019-11-25
2465.33 FNMA PMA3443 04%2048   2019-12-26 2019-12-26
29.08 FNMA PMA3444 04 50%2048   2019-01-25 2019-01-25
42.25 FNMA PMA3444 04 50%2048   2019-02-25 2019-02-25
52.32 FNMA PMA3444 04 50%2048   2019-03-25 2019-03-25
59.93 FNMA PMA3444 04 50%2048   2019-04-25 2019-04-25
82.47 FNMA PMA3444 04 50%2048   2019-05-28 2019-05-28
83.06 FNMA PMA3444 04 50%2048   2019-06-25 2019-06-25
78.73 FNMA PMA3444 04 50%2048   2019-07-25 2019-07-25
102.68 FNMA PMA3444 04 50%2048   2019-08-26 2019-08-26
102.97 FNMA PMA3444 04 50%2048   2019-09-25 2019-09-25
104.89 FNMA PMA3444 04 50%2048   2019-10-25 2019-10-25
109.47 FNMA PMA3444 04 50%2048   2019-11-25 2019-11-25
80.87 FNMA PMA3444 04 50%2048   2019-12-26 2019-12-26
53.5 FNMA PMA3615 04%2049   2019-07-25 2019-07-25
146.78 FNMA PMA3615 04%2049   2019-08-26 2019-08-26
151.21 FNMA PMA3615 04%2049   2019-09-25 2019-09-25
171.82 FNMA PMA3615 04%2049   2019-10-25 2019-10-25
171.57 FNMA PMA3615 04%2049   2019-11-25 2019-11-25
112.44 FNMA PMA3615 04%2049   2019-12-26 2019-12-26
5000. FNMA PMA3637 03 50%2049   2019-04-29 2019-05-08
26.01 FNMA PMA3637 03 50%2049   2019-05-28 2019-05-28
734.68 FNMA PMA3687 04%2049   2019-11-25 2019-11-25
680.12 FNMA PMA3687 04%2049   2019-12-26 2019-12-26
5. FIDELITY NATL INFORMATION SVCS INC COM   2016-05-13 2019-01-24
1. FIDELITY NATL INFORMATION SVCS INC COM   2016-05-13 2019-02-11
10. FIDELITY NATL INFORMATION SVCS INC COM   2016-05-13 2019-02-12
34. FIDELITY NATL INFORMATION SVCS INC COM   2016-05-13 2019-02-20
1. FIDELITY NATL INFORMATION SVCS INC COM   2016-05-13 2019-02-21
10. FIDELITY NATL INFORMATION SVCS INC COM   2018-10-31 2019-02-21
7. FISERV INC COM   2016-11-28 2019-01-24
3. FISERV INC COM   2016-12-02 2019-01-24
3. FISERV INC COM   2016-12-02 2019-01-31
12. FISERV INC COM   2016-12-02 2019-02-01
5. FISERV INC COM   2016-12-02 2019-02-04
3. FISERV INC COM   2016-12-02 2019-02-05
6. FISERV INC COM   2016-12-05 2019-02-05
1. FISERV INC COM   2017-01-27 2019-02-11
2. FISERV INC COM   2017-01-27 2019-04-09
3. FISERV INC COM   2017-01-27 2019-04-26
5. FORTIVE CORP   2016-08-30 2019-01-24
3. FORTIVE CORP   2016-11-16 2019-01-24
14. FORTIVE CORP   2016-11-16 2019-03-08
1. FORTIVE CORP   2016-11-16 2019-04-09
1000. GENERAL ELEC CAP CORP   2016-09-09 2019-03-27
6000. GENERAL ELEC CAP CORP   2016-09-09 2019-10-11
7. GODADDY INC SHS CL A   2018-03-01 2019-01-24
2. GODADDY INC SHS CL A   2018-03-01 2019-04-09
5. GODADDY INC SHS CL A   2018-03-01 2019-04-26
4000. GOLDMAN SACHS GROUP INC   2016-09-09 2019-02-21
20. HALLIBURTON CO   2017-09-20 2019-01-24
455. OAKMARK INTERNATIONAL FUND   2018-02-08 2019-04-09
831. OAKMARK INTERNATIONAL FUND   2018-02-08 2019-04-26
2547. OAKMARK INTERNATIONAL FUND   2019-02-11 2019-07-10
.88 OAKMARK INTERNATIONAL FUND   2018-02-08 2019-07-10
12173. OAKMARK INTERNATIONAL FUND   2018-02-08 2019-07-10
7. HOME DEPOT INC/THE   2017-11-15 2019-01-24
2. HOME DEPOT INC/THE   2017-11-15 2019-02-11
2. HOME DEPOT INC/THE   2017-11-15 2019-04-09
4. HOME DEPOT INC/THE   2017-11-15 2019-04-26
6. HOME DEPOT INC/THE   2018-07-25 2019-10-04
2. HOME DEPOT INC/THE   2018-08-14 2019-10-04
3. HOME DEPOT INC/THE   2018-05-15 2019-10-04
35. HOME DEPOT INC/THE   2017-11-15 2019-10-04
3. HOME DEPOT INC/THE   2018-03-19 2019-10-04
5. HOME DEPOT INC/THE   2018-02-14 2019-10-04
5. HOME DEPOT INC/THE   2018-02-06 2019-10-04
6. HOME DEPOT INC/THE   2018-02-02 2019-10-04
2. HOME DEPOT INC/THE   2018-01-24 2019-10-04
3. HONEYWELL INTERNATIONAL INC   2016-03-18 2019-01-24
1. HONEYWELL INTERNATIONAL INC   2016-03-18 2019-04-09
1. HONEYWELL INTERNATIONAL INC   2016-03-18 2019-04-26
4. HONEYWELL INTERNATIONAL INC   2016-03-18 2019-08-01
2. HONEYWELL INTERNATIONAL INC   2016-03-18 2019-08-02
1. HONEYWELL INTERNATIONAL INC   2016-03-18 2019-08-22
3. HONEYWELL INTERNATIONAL INC   2016-04-21 2019-08-22
1. HONEYWELL INTERNATIONAL INC   2016-07-22 2019-08-22
7. HONEYWELL INTERNATIONAL INC   2016-07-22 2019-08-23
2. HONEYWELL INTERNATIONAL INC   2016-07-22 2019-08-26
6. HONEYWELL INTERNATIONAL INC   2016-08-30 2019-08-26
1. HONEYWELL INTERNATIONAL INC   2016-08-31 2019-08-26
1. HONEYWELL INTERNATIONAL INC   2016-08-31 2019-08-26
6. HONEYWELL INTERNATIONAL INC   2016-08-31 2019-08-27
6. HONEYWELL INTERNATIONAL INC   2019-04-18 2019-08-27
1. ILLUMINA INC   2015-12-26 2019-01-24
6. ILLUMINA INC   2016-04-21 2019-01-24
2. ILLUMINA INC   2016-04-22 2019-04-09
1. ILLUMINA INC   2016-04-22 2019-04-26
1. ILLUMINA INC   2017-04-27 2019-07-31
5. ILLUMINA INC   2016-04-22 2019-07-31
4. ILLUMINA INC   2017-04-27 2019-09-04
17. ILLUMINA INC   2017-04-27 2019-09-05
2. ILLUMINA INC   2019-03-07 2019-10-04
3. ILLUMINA INC   2019-06-14 2019-10-04
3. ILLUMINA INC   2019-02-12 2019-10-04
3. ILLUMINA INC   2019-01-30 2019-10-04
1. ILLUMINA INC   2018-10-24 2019-10-04
5. ILLUMINA INC   2018-04-26 2019-10-04
2. ILLUMINA INC   2017-04-28 2019-10-04
16. ILLUMINA INC   2017-04-28 2019-10-04
29. INTEL CORPORATION   2016-06-22 2019-01-24
15. INTEL CORPORATION   2016-06-22 2019-04-09
66. INTEL CORPORATION   2016-06-22 2019-10-04
4. INTERCONTINENTAL EXCHANGE INC   2016-12-13 2019-01-24
5. INTERCONTINENTAL EXCHANGE INC   2016-12-12 2019-01-24
7. INTERCONTINENTAL EXCHANGE INC   2016-12-13 2019-02-05
6. INTERCONTINENTAL EXCHANGE INC   2017-06-07 2019-02-05
15. INTERCONTINENTAL EXCHANGE INC   2016-12-15 2019-02-05
2. INTERCONTINENTAL EXCHANGE INC   2017-06-07 2019-02-11
2. INTERCONTINENTAL EXCHANGE INC   2017-06-08 2019-04-09
10. INTERCONTINENTAL EXCHANGE INC   2018-10-23 2019-04-12
8. INTERCONTINENTAL EXCHANGE INC   2018-06-13 2019-04-12
15. INTERCONTINENTAL EXCHANGE INC   2018-05-09 2019-04-12
3. INTERCONTINENTAL EXCHANGE INC   2017-06-08 2019-04-12
33. INTERCONTINENTAL EXCHANGE INC   2017-12-19 2019-04-12
131. INVESCO QQQ TRUST SERIES 1   2019-07-10 2019-12-13
1. INTUIT INC   2016-11-23 2019-01-24
1. INTUIT INC   2016-11-23 2019-02-11
4. INTUIT INC   2016-11-23 2019-04-04
4. INTUIT INC   2016-11-23 2019-04-04
1. INTUIT INC   2016-11-23 2019-04-09
2. INTUIT INC   2016-11-23 2019-12-18
1. INTUITIVE SURGICAL INC   2018-11-09 2019-01-24
1. INTUITIVE SURGICAL INC   2018-11-09 2019-02-11
1. INTUITIVE SURGICAL INC   2018-11-09 2019-04-26
2. INTUITIVE SURGICAL INC   2018-11-09 2019-11-04
1. INTUITIVE SURGICAL INC   2018-11-09 2019-11-05
1. INTUITIVE SURGICAL INC   2018-11-16 2019-12-11
5. INTUITIVE SURGICAL INC   2018-11-09 2019-12-11
2. INTUITIVE SURGICAL INC   2018-11-19 2019-12-11
2. INTUITIVE SURGICAL INC   2019-10-04 2019-12-12
1. INTUITIVE SURGICAL INC   2018-11-20 2019-12-12
124. INVESCO S&P 500 EQUAL WEIGHT ETF   2019-07-10 2019-12-13
27139. ISHARES COMEX GOLD TR   2019-10-07 2019-10-31
27139. ISHARES COMEX GOLD TR   2019-10-07 2019-11-30
27139. ISHARES COMEX GOLD TR   2019-10-07 2019-12-31
125. ISHARES RUSSELL 1000 VALUE ETF   2015-12-24 2019-01-24
2. ISHARES RUSSELL 1000 VALUE ETF   2015-12-24 2019-02-11
21. ISHARES RUSSELL 1000 VALUE ETF   2015-12-24 2019-04-09
113. ISHARES RUSSELL 1000 VALUE ETF   2015-12-24 2019-04-26
140. ISHARES RUSSELL 1000 VALUE ETF   2018-02-08 2019-07-10
2621. ISHARES RUSSELL 1000 VALUE ETF   2015-12-24 2019-07-10
166. ISHARES RUSSELL 1000 GROWTH   2015-12-24 2019-01-24
43. ISHARES RUSSELL 1000 GROWTH   2015-12-24 2019-02-11
64. ISHARES RUSSELL 1000 GROWTH   2015-12-24 2019-04-09
126. ISHARES RUSSELL 1000 GROWTH   2015-12-24 2019-04-26
2221. ISHARES RUSSELL 1000 GROWTH   2015-12-24 2019-07-10
133. ISHARES CORE S&P SMALL CAP ETF   2019-07-10 2019-12-13
39. ISHARES S&P SMALL-CAP 600 GROWTH ETF   2019-07-10 2019-12-13
161. ISHARES CORE MSCI EMERGING MARKETS ETF   2018-02-08 2019-04-09
207. ISHARES CORE MSCI EMERGING MARKETS ETF   2018-02-08 2019-04-26
94. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-02-11 2019-07-10
11846. ISHARES CORE MSCI EMERGING MARKETS ETF   2018-02-08 2019-07-10
22. ISHARES MSCI JAPAN ETF   2018-02-08 2019-01-24
17. ISHARES MSCI JAPAN ETF   2018-02-08 2019-04-09
83. ISHARES MSCI JAPAN ETF   2018-02-08 2019-04-26
59. ISHARES MSCI JAPAN ETF   2019-02-11 2019-07-10
22. ISHARES MSCI JAPAN ETF   2018-02-26 2019-07-10
2447. ISHARES MSCI JAPAN ETF   2018-02-08 2019-07-10
2. J P MORGAN CHASE & CO COM   2019-04-18 2019-04-26
41. J P MORGAN CHASE & CO COM   2019-04-18 2019-07-31
25000. JPMORGAN CHASE & CO   2016-09-09 2019-01-30
1000. JPMORGAN CHASE & CO   2017-05-01 2019-01-30
1000. JPMORGAN CHASE & CO   2018-02-09 2019-01-30
1000. JPMORGAN CHASE & CO   2018-09-10 2019-01-30
3000. JPMORGAN CHASE & CO   2019-01-31 2019-03-27
669. JOHN HANCOCK INTL GROWTH   2019-07-10 2019-12-13
1. JOHNSON & JOHNSON   2015-12-24 2019-01-24
1. JOHNSON & JOHNSON   2015-12-24 2019-02-11
6. JOHNSON & JOHNSON   2015-12-24 2019-04-26
13. JOHNSON & JOHNSON   2015-12-24 2019-10-04
3. KONTOOR BRANDS INC   2019-04-16 2019-05-29
5. KONTOOR BRANDS INC   2019-04-18 2019-05-29
1. KONTOOR BRANDS INC   2019-05-22 2019-05-29
.57 KONTOOR BRANDS INC   2019-05-22 2019-05-31
3973. WESTERN ASSET SMASH SERIES EC FUND   2016-09-09 2019-02-11
320. WESTERN ASSET SMASH SERIES EC FUND   2016-09-09 2019-03-27
662. WESTERN ASSET SMASH SERIES C FUND   2016-09-09 2019-02-11
136. WESTERN ASSET SMASH SERIES C FUND   2016-09-09 2019-03-27
3354. WESTERN ASSET SMASH SERIES M FUND   2016-09-09 2019-02-11
266. WESTERN ASSET SMASH SERIES M FUND   2016-09-09 2019-03-27
1. ELI LILLY & CO   2018-12-20 2019-01-24
1. ELI LILLY & CO   2018-12-20 2019-02-11
2. ELI LILLY & CO   2018-12-20 2019-04-09
3. ELI LILLY & CO   2019-03-15 2019-04-18
9. ELI LILLY & CO   2018-12-20 2019-04-18
16. ELI LILLY & CO   2018-12-21 2019-04-18
6. ELI LILLY & CO   2019-03-19 2019-04-18
12. ELI LILLY & CO   2018-12-21 2019-04-18
501. THOMAS WHITE INTERNATIONAL FUND   2015-12-24 2019-04-09
630. THOMAS WHITE INTERNATIONAL FUND   2015-12-24 2019-04-26
2620. THOMAS WHITE INTERNATIONAL FUND   2019-02-11 2019-07-10
2126. THOMAS WHITE INTERNATIONAL FUND   2018-02-08 2019-07-10
155. THOMAS WHITE INTERNATIONAL FUND   2017-11-15 2019-07-10
553. THOMAS WHITE INTERNATIONAL FUND   2016-04-21 2019-07-10
12900. THOMAS WHITE INTERNATIONAL FUND   2015-12-24 2019-07-10
12. LOWES COMPANIES INC COM   2015-12-24 2019-01-24
7. LOWES COMPANIES INC COM   2015-12-24 2019-02-11
15. LOWES COMPANIES INC COM   2015-12-24 2019-04-09
14. LOWES COMPANIES INC COM   2015-12-24 2019-04-26
18. LOWES COMPANIES INC COM   2015-12-24 2019-10-04
262. MFS VALUE FUND   2018-02-08 2019-01-24
58. MFS VALUE FUND   2018-02-08 2019-02-11
210. MFS VALUE FUND   2018-02-08 2019-04-09
469. MFS VALUE FUND   2018-02-08 2019-04-26
110. MFS VALUE FUND   2018-02-08 2019-07-10
.2 MFS VALUE FUND   2018-02-08 2019-07-10
440. MFS VALUE FUND   2018-02-08 2019-12-13
57. MARATHON OIL CORP   2015-12-24 2019-04-09
68. MARATHON OIL CORP   2015-12-24 2019-04-26
14. MARSH & MCLENNAN COS INC   2015-12-24 2019-01-24
9. MARSH & MCLENNAN COS INC   2015-12-24 2019-02-11
2. MARSH & MCLENNAN COS INC   2015-12-24 2019-04-26
13. MARSH & MCLENNAN COS INC   2015-12-24 2019-07-10
22. MARSH & MCLENNAN COS INC   2015-12-24 2019-10-04
8. MASTERCARD INC   2016-04-21 2019-01-24
6. MASTERCARD INC   2017-01-23 2019-01-24
1. MASTERCARD INC   2017-01-23 2019-02-11
4. MASTERCARD INC   2017-01-23 2019-04-09
7. MASTERCARD INC   2017-01-23 2019-04-26
2. MASTERCARD INC   2017-01-31 2019-10-04
7. MASTERCARD INC   2017-01-26 2019-10-04
46. MASTERCARD INC   2017-01-23 2019-10-04
2. MASTERCARD INC   2017-01-31 2019-12-18
1. MERCADOLIBRE INC   2019-03-13 2019-04-26
1. MERCADOLIBRE INC   2019-03-13 2019-05-29
2. MERCADOLIBRE INC   2019-10-04 2019-11-05
8. MERCADOLIBRE INC   2019-03-13 2019-11-05
37. MERCK AND CO INC SHS   2015-12-24 2019-01-18
3. MERCK AND CO INC SHS   2015-12-24 2019-01-24
3. MERCK AND CO INC SHS   2015-12-24 2019-02-11
2. MERCK AND CO INC SHS   2015-12-24 2019-04-09
41. MERCK AND CO INC SHS   2015-12-24 2019-10-04
27. MICROSOFT CORPORATION   2017-01-27 2019-01-24
6. MICROSOFT CORPORATION   2017-01-27 2019-02-11
5. MICROSOFT CORPORATION   2017-01-27 2019-04-09
3. MICROSOFT CORPORATION   2017-02-01 2019-04-09
16. MICROSOFT CORPORATION   2017-02-01 2019-04-26
7. MICROSOFT CORPORATION   2017-04-27 2019-07-10
5. MICROSOFT CORPORATION   2017-02-01 2019-07-10
9. MICROSOFT CORPORATION   2017-04-27 2019-07-31
4. MICROSOFT CORPORATION   2017-04-28 2019-11-05
1. MICROSOFT CORPORATION   2017-04-27 2019-11-05
8. MICROSOFT CORPORATION   2017-04-28 2019-12-18
4000. MICROSOFT CORP   2017-11-07 2019-02-21
1000. MICROSOFT CORP   2017-11-07 2019-03-27
20. MONDELEZ INTERNATIONAL INC   2017-12-11 2019-01-24
20. MONDELEZ INTERNATIONAL INC   2017-12-11 2019-02-11
4. MONDELEZ INTERNATIONAL INC   2017-12-11 2019-04-09
13. MONDELEZ INTERNATIONAL INC   2017-12-11 2019-04-26
23. MONDELEZ INTERNATIONAL INC   2017-12-11 2019-07-10
49. MONDELEZ INTERNATIONAL INC   2017-12-11 2019-10-04
19. MONSTER BEVERAGE SHS   2015-12-24 2019-01-24
4. MONSTER BEVERAGE SHS   2015-12-24 2019-02-11
6. MONSTER BEVERAGE SHS   2015-12-24 2019-04-09
15. MONSTER BEVERAGE SHS   2015-12-24 2019-04-26
18. MONSTER BEVERAGE SHS   2015-12-24 2019-09-24
12. MONSTER BEVERAGE SHS   2018-03-01 2019-10-04
14. MONSTER BEVERAGE SHS   2018-03-07 2019-10-04
15. MONSTER BEVERAGE SHS   2016-11-04 2019-10-04
27. MONSTER BEVERAGE SHS   2016-04-21 2019-10-04
85. MONSTER BEVERAGE SHS   2015-12-24 2019-10-04
6. MOODY S CORP   2016-03-03 2019-01-24
1. MOODY S CORP   2016-03-03 2019-02-11
5. MOODY S CORP   2016-03-07 2019-03-20
1. MOODY S CORP   2016-03-17 2019-03-20
8. MOODY S CORP   2016-03-17 2019-04-02
1. MOODY S CORP   2016-03-17 2019-04-26
1. MOODY S CORP   2016-04-21 2019-04-26
2000. MORGAN STANLEY   2017-08-28 2019-02-21
4. NETFLIX COM INC   2017-07-07 2019-01-24
1. NETFLIX COM INC   2017-07-18 2019-02-14
1. NETFLIX COM INC   2017-07-18 2019-04-09
2. NETFLIX COM INC   2017-07-18 2019-04-26
6. NETFLIX COM INC   2017-07-19 2019-07-18
2. NETFLIX COM INC   2017-07-18 2019-07-18
5. NETFLIX COM INC   2018-11-01 2019-07-22
1. NETFLIX COM INC   2017-07-19 2019-07-22
2. NETFLIX COM INC   2019-04-23 2019-08-07
3. NETFLIX COM INC   2018-11-28 2019-08-07
10. NETFLIX COM INC   2018-11-01 2019-08-07
14. NIKE INC CL B   2017-12-11 2019-01-24
5. NIKE INC CL B   2017-12-11 2019-02-11
3. NIKE INC CL B   2017-12-11 2019-04-09
9. NIKE INC CL B   2017-12-11 2019-04-26
7. NIKE INC CL B   2017-12-11 2019-12-18
4. NORTHROP GRUMMAN CORP   2015-12-24 2019-01-24
3. NORTHROP GRUMMAN CORP   2015-12-24 2019-02-11
1. NORTHROP GRUMMAN CORP   2015-12-24 2019-04-26
6. NORTHROP GRUMMAN CORP   2015-12-24 2019-07-10
7. NORTHROP GRUMMAN CORP   2015-12-24 2019-07-31
1. NORTHROP GRUMMAN CORP   2017-02-14 2019-07-31
1. NORTHROP GRUMMAN CORP   2017-02-14 2019-09-26
12. NORTHROP GRUMMAN CORP   2017-02-14 2019-10-04
1. NORTHROP GRUMMAN CORP   2017-02-14 2019-10-15
2. NORTHROP GRUMMAN CORP   2017-02-16 2019-10-17
1. NORTHROP GRUMMAN CORP   2017-12-04 2019-11-05
3. NORTHROP GRUMMAN CORP   2017-04-25 2019-11-05
7. NORTHROP GRUMMAN CORP   2017-03-30 2019-11-05
3. NORTHROP GRUMMAN CORP   2017-02-17 2019-11-05
1. NORTHROP GRUMMAN CORP   2017-02-16 2019-11-05
426. NUVEEN SYMPHONY FLOATING   2018-02-08 2019-01-24
178. NUVEEN SYMPHONY FLOATING   2018-02-08 2019-01-24
95. NUVEEN SYMPHONY FLOATING   2018-02-08 2019-04-26
8796. NUVEEN SYMPHONY FLOATING   2018-02-08 2019-07-10
178. NUVEEN SYMPHONY FLOATING   2018-02-26 2019-07-10
4. NVIDIA CORP   2017-03-30 2019-01-24
8. NVIDIA CORP   2017-05-10 2019-01-24
11. NVIDIA CORP   2017-05-10 2019-01-28
4. NVIDIA CORP   2017-05-10 2019-01-28
11. NVIDIA CORP   2018-04-05 2019-01-28
3. NVIDIA CORP   2018-04-05 2019-01-28
1. NVIDIA CORP   2018-04-05 2019-04-09
2. NVIDIA CORP   2018-04-06 2019-04-09
3. NVIDIA CORP   2018-04-06 2019-07-10
3. NVIDIA CORP   2018-04-19 2019-07-10
5. NVIDIA CORP   2018-08-20 2019-10-04
3. NVIDIA CORP   2018-08-17 2019-10-04
3. NVIDIA CORP   2018-05-22 2019-10-04
3. NVIDIA CORP   2018-05-15 2019-10-04
5. NVIDIA CORP   2018-05-11 2019-10-04
7. NVIDIA CORP   2018-04-26 2019-10-04
11. NVIDIA CORP   2018-08-17 2019-10-04
2. NVIDIA CORP   2018-10-19 2019-10-04
2. NVIDIA CORP   2018-10-23 2019-10-04
3. NVIDIA CORP   2018-10-31 2019-10-04
2. NVIDIA CORP   2018-10-25 2019-10-04
4. NVIDIA CORP   2018-05-11 2019-11-04
7. NVIDIA CORP   2018-04-26 2019-11-04
2. OCCIDENTAL PETROLEUM CORP   2017-12-11 2019-04-09
32. ORACLE CORP   2017-02-02 2019-01-24
6. ORACLE CORP   2017-02-02 2019-02-11
3. ORACLE CORP   2017-02-02 2019-04-09
15. ORACLE CORP   2017-02-02 2019-04-26
18. ORACLE CORP   2017-02-02 2019-07-10
24. ORACLE CORP   2017-02-02 2019-10-04
23. PAYPAL HOLDINGS INC SHS   2016-10-18 2019-01-24
14. PAYPAL HOLDINGS INC SHS   2016-10-31 2019-01-24
7. PAYPAL HOLDINGS INC SHS   2016-10-17 2019-01-24
3. PAYPAL HOLDINGS INC SHS   2016-10-31 2019-02-11
12. PAYPAL HOLDINGS INC SHS   2016-10-31 2019-03-19
1. PAYPAL HOLDINGS INC SHS   2016-11-04 2019-03-21
4. PAYPAL HOLDINGS INC SHS   2016-10-31 2019-03-21
10. PAYPAL HOLDINGS INC SHS   2016-11-04 2019-03-29
10. PAYPAL HOLDINGS INC SHS   2016-11-04 2019-04-03
3. PAYPAL HOLDINGS INC SHS   2016-11-04 2019-04-04
11. PAYPAL HOLDINGS INC SHS   2016-11-04 2019-04-04
10. PAYPAL HOLDINGS INC SHS   2016-11-09 2019-04-04
7. PAYPAL HOLDINGS INC SHS   2016-11-09 2019-04-09
2. PAYPAL HOLDINGS INC SHS   2016-11-10 2019-04-26
9. PAYPAL HOLDINGS INC SHS   2016-11-09 2019-04-26
9. PAYPAL HOLDINGS INC SHS   2016-11-10 2019-07-10
38. PAYPAL HOLDINGS INC SHS   2016-12-19 2019-10-04
7. PAYPAL HOLDINGS INC SHS   2017-07-21 2019-10-04
9. PAYPAL HOLDINGS INC SHS   2016-11-10 2019-10-04
16. PAYPAL HOLDINGS INC SHS   2016-12-16 2019-10-04
25. PAYPAL HOLDINGS INC SHS   2016-12-07 2019-10-04
60. PAYPAL HOLDINGS INC SHS   2016-11-14 2019-10-04
35. PFIZER INC   2016-06-22 2019-01-18
1. PFIZER INC   2016-06-22 2019-01-24
57. PGIM JENNISON SMALL COMP FUND   2016-08-05 2019-04-09
194. PGIM JENNISON SMALL COMP FUND   2016-08-05 2019-04-26
563. PGIM JENNISON SMALL COMP FUND   2019-02-11 2019-07-10
144. PGIM JENNISON SMALL COMP FUND   2018-02-08 2019-07-10
74. PGIM JENNISON SMALL COMP FUND   2017-04-25 2019-07-10
3652. PGIM JENNISON SMALL COMP FUND   2016-08-05 2019-07-10
8. QUEST DIAGNOSTICS INC   2015-12-24 2019-01-24
1. QUEST DIAGNOSTICS INC   2015-12-24 2019-02-11
9. QUEST DIAGNOSTICS INC   2015-12-24 2019-04-26
9. QUEST DIAGNOSTICS INC   2015-12-24 2019-07-10
19. QUEST DIAGNOSTICS INC   2015-12-24 2019-08-30
33. QUEST DIAGNOSTICS INC   2015-12-24 2019-09-03
23. QUEST DIAGNOSTICS INC   2015-12-24 2019-09-04
13. QUEST DIAGNOSTICS INC   2017-11-15 2019-09-05
16. QUEST DIAGNOSTICS INC   2015-12-24 2019-09-05
20. QUEST DIAGNOSTICS INC   2019-01-18 2019-09-06
18. QUEST DIAGNOSTICS INC   2017-11-15 2019-09-06
8. RAYTHEON CO COM NEW   2015-12-24 2019-01-24
1. RAYTHEON CO COM NEW   2015-12-31 2019-01-24
5. RAYTHEON CO COM NEW   2016-04-28 2019-02-01
5. RAYTHEON CO COM NEW   2016-04-28 2019-02-01
4. RAYTHEON CO COM NEW   2016-04-28 2019-02-11
10. RAYTHEON CO COM NEW   2016-04-29 2019-04-04
3. RAYTHEON CO COM NEW   2016-05-04 2019-04-04
1. RAYTHEON CO COM NEW   2016-04-28 2019-04-04
4. RAYTHEON CO COM NEW   2016-05-04 2019-04-05
6. RAYTHEON CO COM NEW   2016-05-09 2019-04-05
3. RAYTHEON CO COM NEW   2016-05-10 2019-04-05
1. RAYTHEON CO COM NEW   2016-05-05 2019-04-05
1. RAYTHEON CO COM NEW   2016-05-10 2019-04-26
1. RAYTHEON CO COM NEW   2016-09-13 2019-10-04
9. RAYTHEON CO COM NEW   2016-08-26 2019-10-04
7. RAYTHEON CO COM NEW   2016-05-10 2019-10-04
4. S&P GLOBAL INC   2017-04-19 2019-01-24
1. S&P GLOBAL INC   2017-04-19 2019-02-11
1. S&P GLOBAL INC   2017-06-16 2019-04-09
2. S&P GLOBAL INC   2017-06-16 2019-04-26
3. S&P GLOBAL INC   2018-07-30 2019-10-04
5. S&P GLOBAL INC   2017-11-13 2019-10-04
7. S&P GLOBAL INC   2017-10-31 2019-10-04
3. S&P GLOBAL INC   2017-10-26 2019-10-04
5. S&P GLOBAL INC   2017-08-11 2019-10-04
4. S&P GLOBAL INC   2017-08-03 2019-10-04
5. S&P GLOBAL INC   2017-08-09 2019-10-04
5. S&P GLOBAL INC   2017-07-17 2019-10-04
2. S&P GLOBAL INC   2017-06-16 2019-10-04
37. SPDR DOW JONES INDUST AV   2019-07-10 2019-12-13
11. SALESFORCE COM INC   2015-12-24 2019-01-24
8. SALESFORCE COM INC   2015-12-24 2019-01-24
3. SALESFORCE COM INC   2015-12-25 2019-01-24
8. SALESFORCE COM INC   2015-12-25 2019-02-11
1. SALESFORCE COM INC   2015-12-25 2019-03-07
16. SALESFORCE COM INC   2015-12-25 2019-03-28
5. SALESFORCE COM INC   2015-12-25 2019-04-09
3. SALESFORCE COM INC   2015-12-25 2019-04-26
6. SALESFORCE COM INC   2016-01-03 2019-04-26
3. SALESFORCE COM INC   2016-01-02 2019-04-26
1. SALESFORCE COM INC   2015-12-28 2019-04-26
7. SALESFORCE COM INC   2016-01-16 2019-10-04
18. SALESFORCE COM INC   2016-01-11 2019-10-04
3. SALESFORCE COM INC   2016-01-06 2019-10-04
14. SALESFORCE COM INC   2016-01-05 2019-10-04
2. SALESFORCE COM INC   2016-01-03 2019-10-04
20. SALESFORCE COM INC   2016-01-15 2019-10-04
3. SALESFORCE COM INC   2016-12-01 2019-10-04
38. SALESFORCE COM INC   2016-09-01 2019-10-04
1. SALESFORCE COM INC   2016-11-21 2019-10-04
13. SALESFORCE COM INC   2016-11-23 2019-10-04
5. SALESFORCE COM INC   2016-12-01 2019-12-18
7. CHARLES SCHWAB CORP/THE   2017-03-20 2019-01-24
22. CHARLES SCHWAB CORP/THE   2017-04-13 2019-01-24
3. CHARLES SCHWAB CORP/THE   2017-04-13 2019-02-11
6. CHARLES SCHWAB CORP/THE   2017-04-13 2019-04-09
17. CHARLES SCHWAB CORP/THE   2017-04-13 2019-04-26
88. CHARLES SCHWAB CORP/THE   2017-09-20 2019-10-04
11. CHARLES SCHWAB CORP/THE   2019-03-07 2019-10-04
42. CHARLES SCHWAB CORP/THE   2017-05-26 2019-10-04
49. CHARLES SCHWAB CORP/THE   2017-05-05 2019-10-04
42. CHARLES SCHWAB CORP/THE   2017-04-13 2019-10-04
146. SCHWAB U.S. MID-CAP ETF   2019-07-10 2019-12-13
11. SERVICENOW INC   2015-12-24 2019-01-24
2. SERVICENOW INC   2015-12-24 2019-02-11
3. SERVICENOW INC   2015-12-24 2019-03-07
3. SERVICENOW INC   2015-12-24 2019-04-09
7. SERVICENOW INC   2015-12-24 2019-04-26
1. SERVICENOW INC   2015-12-24 2019-07-10
2. SERVICENOW INC   2015-12-24 2019-07-10
2. SERVICENOW INC   2016-02-18 2019-10-04
2. SERVICENOW INC   2016-01-07 2019-10-04
21. SERVICENOW INC   2016-01-03 2019-10-04
3. SERVICENOW INC   2016-01-02 2019-10-04
24. SERVICENOW INC   2015-12-24 2019-10-04
12. SERVICENOW INC   2016-12-01 2019-10-04
22. SERVICENOW INC   2016-09-07 2019-10-04
3000. SHELL INTERNATIONAL FIN   2018-01-19 2019-02-21
1. SHERWIN-WILLIAMS CO/THE   2016-09-01 2019-01-24
1. SHERWIN-WILLIAMS CO/THE   2016-09-01 2019-04-26
11. SPLUNK INC   2016-12-01 2019-01-24
2. SPLUNK INC   2017-06-09 2019-02-11
4. SPLUNK INC   2017-06-09 2019-04-09
6. SPLUNK INC   2017-06-09 2019-04-26
45. SPLUNK INC   2017-08-25 2019-10-04
26. SPLUNK INC   2017-08-25 2019-10-04
10. SPLUNK INC   2017-08-23 2019-10-04
5. SPLUNK INC   2017-06-09 2019-10-04
4. STRYKER CORP   2018-09-19 2019-01-24
1. STRYKER CORP   2018-09-19 2019-02-11
1. STRYKER CORP   2018-09-19 2019-04-09
6. STRYKER CORP   2018-09-19 2019-04-15
3. STRYKER CORP   2018-09-19 2019-04-18
1. STRYKER CORP   2018-09-20 2019-04-26
2. STRYKER CORP   2018-09-20 2019-04-26
4. STRYKER CORP   2018-09-26 2019-11-05
3. STRYKER CORP   2018-09-20 2019-11-05
3. STRYKER CORP   2018-09-24 2019-11-05
4. STRYKER CORP   2018-09-27 2019-11-07
12. STRYKER CORP   2018-10-10 2019-11-07
8. STRYKER CORP   2018-10-26 2019-11-07
1. STRYKER CORP   2018-11-29 2019-11-07
3. STRYKER CORP   2019-06-04 2019-11-07
2. TEXAS INSTRUMENTS INC   2019-04-04 2019-04-26
6. TEXAS INSTRUMENTS INC   2019-04-04 2019-10-25
6. TRADE (THE) DESK INC SHS   2019-10-02 2019-10-04
24. TRADE (THE) DESK INC SHS   2019-09-24 2019-10-04
3. THERMO FISHER SCIENTIFIC INC   2017-03-20 2019-01-03
1. THERMO FISHER SCIENTIFIC INC   2017-03-17 2019-01-03
3. THERMO FISHER SCIENTIFIC INC   2017-03-20 2019-01-24
1. THERMO FISHER SCIENTIFIC INC   2017-07-26 2019-02-11
1. THERMO FISHER SCIENTIFIC INC   2017-07-26 2019-04-09
5. THERMO FISHER SCIENTIFIC INC   2017-07-26 2019-04-18
1. THERMO FISHER SCIENTIFIC INC   2017-07-26 2019-04-26
15. TRANSUNION   2017-04-24 2019-01-24
4. TRANSUNION   2017-04-24 2019-02-11
3. TRANSUNION   2017-04-24 2019-04-09
2. TRANSUNION   2017-04-26 2019-04-09
11. TRANSUNION   2017-04-26 2019-04-26
17. TRANSUNION   2017-08-03 2019-10-04
17. TRANSUNION   2017-05-05 2019-10-04
3. TRANSUNION   2017-04-26 2019-10-04
27. TRANSUNION   2017-05-08 2019-10-04
14. TRANSUNION   2017-09-08 2019-10-04
15. TRANSUNION   2019-05-17 2019-10-04
16. TRANSUNION   2019-05-02 2019-10-04
24. TRANSUNION   2017-09-13 2019-10-04
10. TRANSUNION   2018-10-23 2019-10-04
9. TRANSUNION   2018-07-30 2019-10-04
8. TRANSUNION   2018-02-20 2019-10-04
23. TRANSUNION   2018-02-13 2019-10-04
4. ULTA SALON COSMETICS &   2017-12-04 2019-01-24
2. ULTA SALON COSMETICS &   2017-12-04 2019-02-11
1. ULTA SALON COSMETICS &   2017-12-04 2019-04-09
2. ULTA SALON COSMETICS &   2017-12-04 2019-04-26
3. ULTA SALON COSMETICS &   2018-02-12 2019-10-04
4. ULTA SALON COSMETICS &   2018-03-23 2019-10-04
5. ULTA SALON COSMETICS &   2018-03-21 2019-10-04
5. ULTA SALON COSMETICS &   2018-02-22 2019-10-04
3. ULTA SALON COSMETICS &   2018-02-15 2019-10-04
3. ULTA SALON COSMETICS &   2018-02-02 2019-10-04
2. ULTA SALON COSMETICS &   2018-01-24 2019-10-04
8. ULTA SALON COSMETICS &   2017-12-19 2019-10-04
1. ULTA SALON COSMETICS &   2017-12-04 2019-10-04
2. ULTA SALON COSMETICS &   2017-12-04 2019-10-04
9. JP MORGAN UNDSCVRD MNGRS   2015-12-24 2019-04-09
45. JP MORGAN UNDSCVRD MNGRS   2015-12-24 2019-04-26
2. JP MORGAN UNDSCVRD MNGRS   2017-11-15 2019-07-10
1431. JP MORGAN UNDSCVRD MNGRS   2015-12-24 2019-07-10
42. JP MORGAN UNDSCVRD MNGRS   2018-02-08 2019-07-10
63. JP MORGAN UNDSCVRD MNGRS   2017-04-25 2019-07-10
122. JP MORGAN UNDSCVRD MNGRS   2019-02-11 2019-07-10
5. UNION PACIFIC CORP   2017-01-11 2019-01-24
1. UNION PACIFIC CORP   2017-06-14 2019-01-24
1. UNION PACIFIC CORP   2017-06-14 2019-04-09
2. UNION PACIFIC CORP   2017-06-14 2019-04-26
6. UNION PACIFIC CORP   2017-06-14 2019-08-01
4. UNION PACIFIC CORP   2017-09-11 2019-08-02
2. UNION PACIFIC CORP   2017-09-12 2019-08-22
5. UNION PACIFIC CORP   2017-09-12 2019-08-22
2. UNION PACIFIC CORP   2017-09-11 2019-08-22
6000. U.S. TREASURY BOND   2016-09-09 2019-02-21
1000. U.S. TREASURY BOND   2016-09-09 2019-03-27
3000. U.S. TREASURY BOND   2017-03-30 2019-02-21
1000. U.S. TREASURY BOND   2017-03-30 2019-03-27
1000. U.S. TREASURY NOTE   2018-04-24 2019-02-21
13000. U.S. TREASURY NOTE   2018-04-24 2019-05-01
5000. U.S. TREASURY NOTE   2018-10-22 2019-02-21
6000. U.S. TREASURY NOTE   2018-10-22 2019-03-12
26000. U.S. TREASURY NOTE   2018-10-22 2019-05-01
3000. U.S. TREASURY NOTE   2016-09-09 2019-02-21
1000. U.S. TREASURY NOTE   2016-09-20 2019-05-01
10000. U.S. TREASURY NOTE   2016-09-09 2019-05-01
15000. U.S. TREASURY NOTE   2018-04-12 2019-05-01
5. UNITEDHEALTH GROUP INC   2016-01-19 2019-01-24
2. UNITEDHEALTH GROUP INC   2016-01-20 2019-01-24
3. UNITEDHEALTH GROUP INC   2016-01-20 2019-04-09
4. UNITEDHEALTH GROUP INC   2016-01-20 2019-04-11
8. UNITEDHEALTH GROUP INC   2016-01-20 2019-04-12
4. UNITEDHEALTH GROUP INC   2016-01-21 2019-04-15
6. UNITEDHEALTH GROUP INC   2016-01-20 2019-04-15
2. UNITEDHEALTH GROUP INC   2016-01-20 2019-04-15
8. UNITEDHEALTH GROUP INC   2016-01-21 2019-04-16
7. UNITEDHEALTH GROUP INC   2016-04-21 2019-04-18
1. UNITEDHEALTH GROUP INC   2016-01-21 2019-04-18
1. UNITEDHEALTH GROUP INC   2017-05-18 2019-04-26
2. UNITEDHEALTH GROUP INC   2017-05-18 2019-12-18
3. V F CORPORATION COM   2019-04-16 2019-04-26
1. VEEVA SYS INC CL A   2018-06-01 2019-01-24
5. VEEVA SYS INC CL A   2018-06-01 2019-01-24
1. VEEVA SYS INC CL A   2018-06-05 2019-02-05
8. VEEVA SYS INC CL A   2018-06-04 2019-02-05
1. VEEVA SYS INC CL A   2018-06-05 2019-02-11
5. VEEVA SYS INC CL A   2018-06-05 2019-04-09
2. VEEVA SYS INC CL A   2018-06-05 2019-04-15
2. VEEVA SYS INC CL A   2018-06-05 2019-04-16
2. VEEVA SYS INC CL A   2018-06-05 2019-04-26
54. VANGUARD MID-CAP VALUE ETF   2018-02-08 2019-01-24
34. VANGUARD MID-CAP VALUE ETF   2018-02-08 2019-02-11
20. VANGUARD MID-CAP VALUE ETF   2018-02-08 2019-04-09
100. VANGUARD MID-CAP VALUE ETF   2018-02-08 2019-04-26
2512. VANGUARD MID-CAP VALUE ETF   2018-02-08 2019-07-10
154. VANGUARD MID-CAP GROWTH ETF   2018-02-08 2019-01-24
54. VANGUARD MID-CAP GROWTH ETF   2018-02-08 2019-02-11
56. VANGUARD MID-CAP GROWTH ETF   2018-02-08 2019-04-09
90. VANGUARD MID-CAP GROWTH ETF   2018-02-08 2019-04-26
508. VANGUARD MID-CAP GROWTH ETF   2018-02-08 2019-07-10
31. VANGUARD MID-CAP GROWTH ETF   2018-02-08 2019-12-13
25. VERIZON COMMUNICATIONS INC   2017-12-11 2019-01-18
9. VERIZON COMMUNICATIONS INC   2017-12-11 2019-01-24
6. VERIZON COMMUNICATIONS INC   2017-12-11 2019-04-09
55. VERIZON COMMUNICATIONS INC   2017-12-11 2019-10-04
3000. VERIZON COMMUNICATIONS   2016-09-09 2019-02-21
40. VISA INC   2015-12-24 2019-01-24
8. VISA INC   2015-12-24 2019-02-11
10. VISA INC   2015-12-24 2019-04-09
13. VISA INC   2015-12-24 2019-04-26
1. VISA INC   2015-12-24 2019-04-26
5. VISA INC   2015-12-24 2019-04-26
3. VISA INC   2015-12-24 2019-06-27
18. VISA INC   2015-12-24 2019-07-10
3. VISA INC   2015-12-24 2019-07-16
2. VISA INC   2015-12-24 2019-07-31
2. VISA INC   2015-12-24 2019-09-24
5. VISA INC   2015-12-24 2019-10-04
3. VISA INC   2016-03-07 2019-10-04
5. VISA INC   2016-01-21 2019-10-04
150. VISA INC   2015-12-24 2019-10-04
3. VISA INC   2016-03-07 2019-12-18
12. WASTE CONNECTIONS INC   2017-06-07 2019-01-24
2. WASTE CONNECTIONS INC   2017-06-07 2019-02-11
4. WASTE CONNECTIONS INC   2017-06-07 2019-04-09
8. WASTE CONNECTIONS INC   2017-06-07 2019-04-26
13. WASTE CONNECTIONS INC   2017-07-27 2019-10-04
2. WASTE CONNECTIONS INC   2017-06-07 2019-10-04
11. WASTE CONNECTIONS INC   2017-11-13 2019-10-04
11. WASTE CONNECTIONS INC   2018-01-24 2019-10-04
11. WASTE CONNECTIONS INC   2018-01-22 2019-10-04
7. WASTE CONNECTIONS INC   2017-12-21 2019-10-04
18. WASTE CONNECTIONS INC   2017-10-31 2019-10-04
12. WASTE CONNECTIONS INC   2017-06-16 2019-10-04
7. WASTE CONNECTIONS INC   2017-10-26 2019-10-04
8. WASTE CONNECTIONS INC   2017-08-03 2019-10-04
11. WASTE CONNECTIONS INC   2017-07-17 2019-10-04
19. WASTE MANAGEMENT INC   2015-12-24 2019-01-18
8. WASTE MANAGEMENT INC   2015-12-24 2019-01-24
2. WASTE MANAGEMENT INC   2015-12-24 2019-02-11
1. WASTE MANAGEMENT INC   2015-12-24 2019-04-09
8. WASTE MANAGEMENT INC   2015-12-24 2019-04-26
12. WASTE MANAGEMENT INC   2015-12-24 2019-07-10
21. WASTE MANAGEMENT INC   2015-12-24 2019-10-04
18. WELLS FARGO SMALL COMPANY GROWTH FUND   2018-02-08 2019-04-09
52. WELLS FARGO SMALL COMPANY GROWTH FUND   2018-02-08 2019-04-26
1863. WELLS FARGO SMALL COMPANY GROWTH FUND   2018-02-08 2019-07-10
6. WELLS FARGO SMALL COMPANY GROWTH FUND   2019-02-11 2019-07-10
3000. WELLS FARGO & COMPANY   2017-09-06 2019-02-21
5. WEST PHARMACEUTICAL SERVICES INC   2017-08-11 2019-01-24
3. WEST PHARMACEUTICAL SERVICES INC   2017-10-17 2019-01-24
2. WEST PHARMACEUTICAL SERVICES INC   2017-10-26 2019-02-07
5. WEST PHARMACEUTICAL SERVICES INC   2017-10-17 2019-02-07
10. WEST PHARMACEUTICAL SERVICES INC   2017-10-31 2019-02-13
2. WEST PHARMACEUTICAL SERVICES INC   2017-11-01 2019-02-13
5. WEST PHARMACEUTICAL SERVICES INC   2017-10-26 2019-02-13
22. WEST PHARMACEUTICAL SERVICES INC   2017-11-01 2019-02-20
10. WEST PHARMACEUTICAL SERVICES INC   2017-11-01 2019-02-25
3. WEST PHARMACEUTICAL SERVICES INC   2017-12-13 2019-03-05
1. WEST PHARMACEUTICAL SERVICES INC   2019-02-11 2019-03-06
3. WEST PHARMACEUTICAL SERVICES INC   2017-12-13 2019-03-06
7. WEST PHARMACEUTICAL SERVICES INC   2017-12-21 2019-03-06
1. WORKDAY INC CL A   2018-12-12 2019-01-24
1. WORKDAY INC CL A   2018-12-12 2019-04-09
22. XILINX INCOPRORATED   2018-07-26 2019-01-24
17. XILINX INCOPRORATED   2018-07-26 2019-02-04
9. XILINX INCOPRORATED   2018-07-26 2019-02-05
1. XILINX INCOPRORATED   2018-07-26 2019-02-11
1. XILINX INCOPRORATED   2018-07-27 2019-04-09
3. XILINX INCOPRORATED   2018-07-27 2019-04-16
2. XILINX INCOPRORATED   2018-07-27 2019-04-26
10. XILINX INCOPRORATED   2018-07-27 2019-05-20
7. XILINX INCOPRORATED   2019-08-08 2019-10-02
9. XILINX INCOPRORATED   2018-09-10 2019-10-02
8. XILINX INCOPRORATED   2018-09-06 2019-10-02
1. XILINX INCOPRORATED   2018-09-05 2019-10-02
6. XILINX INCOPRORATED   2018-09-05 2019-10-02
11. XILINX INCOPRORATED   2018-07-30 2019-10-02
11. XYLEM INC/NY   2018-08-24 2019-01-24
4. XYLEM INC/NY   2018-08-24 2019-02-11
3. XYLEM INC/NY   2018-08-24 2019-04-09
1. XYLEM INC/NY   2018-08-24 2019-04-26
9. XYLEM INC/NY   2018-08-27 2019-04-26
11. XYLEM INC/NY   2018-10-23 2019-10-04
7. XYLEM INC/NY   2019-08-08 2019-10-04
8. XYLEM INC/NY   2019-08-01 2019-10-04
1. XYLEM INC/NY   2019-03-07 2019-10-04
3. XYLEM INC/NY   2018-12-06 2019-10-04
7. XYLEM INC/NY   2018-10-31 2019-10-04
6. XYLEM INC/NY   2018-10-18 2019-10-04
9. XYLEM INC/NY   2018-10-11 2019-10-04
30. XYLEM INC/NY   2018-10-10 2019-10-04
4. XYLEM INC/NY   2018-09-17 2019-10-04
47. XYLEM INC/NY   2018-08-27 2019-10-04
21. ZOETIS INC   2017-05-25 2019-01-24
4. ZOETIS INC   2017-05-25 2019-02-11
7. ZOETIS INC   2017-05-25 2019-04-09
15. ZOETIS INC   2017-05-25 2019-04-26
14. ZOETIS INC   2017-07-27 2019-10-04
13. ZOETIS INC   2017-06-12 2019-10-04
29. ZOETIS INC   2017-06-07 2019-10-04
32. ZOETIS INC   2017-05-25 2019-10-04
11. ZOETIS INC   2017-06-16 2019-10-04
8. ZOETIS INC   2017-08-09 2019-10-04
6. ZOETIS INC   2017-10-26 2019-10-04
5. ZOETIS INC   2017-10-26 2019-10-15
4. ZOETIS INC   2017-10-26 2019-10-16
7. ZOETIS INC   2017-11-13 2019-11-04
1. ZOETIS INC   2017-11-13 2019-11-05
6. ZOETIS INC   2017-12-13 2019-11-05
12. IHS MARKIT LTD SHS   2018-07-26 2019-01-24
4. IHS MARKIT LTD SHS   2018-07-26 2019-02-11
3. IHS MARKIT LTD SHS   2018-07-26 2019-04-09
10. IHS MARKIT LTD SHS   2018-07-26 2019-04-26
4. IHS MARKIT LTD SHS   2018-07-31 2019-10-04
26. IHS MARKIT LTD SHS   2018-07-27 2019-10-04
14. IHS MARKIT LTD SHS   2018-07-26 2019-10-04
4. IHS MARKIT LTD SHS   2018-07-26 2019-10-04
26. IHS MARKIT LTD SHS   2018-07-30 2019-10-04
3. IHS MARKIT LTD SHS   2018-08-17 2019-10-04
23. IHS MARKIT LTD SHS   2018-10-10 2019-10-04
19. IHS MARKIT LTD SHS   2019-03-26 2019-10-04
6. IHS MARKIT LTD SHS   2018-12-20 2019-10-04
8. IHS MARKIT LTD SHS   2018-10-23 2019-10-04
11. IHS MARKIT LTD SHS   2018-10-16 2019-10-04
10. IHS MARKIT LTD SHS   2018-10-12 2019-10-04
4. LINDE PLC REG SHS   2018-06-22 2019-01-24
2. LINDE PLC REG SHS   2018-06-22 2019-02-11
7. LINDE PLC REG SHS   2018-06-22 2019-03-04
1. LINDE PLC REG SHS   2018-06-22 2019-04-09
2. LINDE PLC REG SHS   2018-06-22 2019-04-26
5. LINDE PLC REG SHS   2018-06-29 2019-07-31
4. LINDE PLC REG SHS   2018-06-22 2019-07-31
4. LINDE PLC REG SHS   2018-07-11 2019-07-31
13. PAGSEGURO DIGITAL LTD   2018-06-25 2019-01-24
3. PAGSEGURO DIGITAL LTD   2018-06-25 2019-02-11
5. PAGSEGURO DIGITAL LTD   2018-06-25 2019-04-09
3. PAGSEGURO DIGITAL LTD   2018-06-25 2019-04-09
9. PAGSEGURO DIGITAL LTD   2018-06-25 2019-04-26
9. PAGSEGURO DIGITAL LTD   2018-06-25 2019-06-17
22. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-12
4. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-29
6. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-30
9. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-30
1. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-30
24. PAGSEGURO DIGITAL LTD   2018-06-25 2019-07-31
7. PAGSEGURO DIGITAL LTD   2018-06-25 2019-08-08
2. PAGSEGURO DIGITAL LTD   2018-06-25 2019-08-09
11. PAGSEGURO DIGITAL LTD   2018-06-25 2019-08-12
10. PAGSEGURO DIGITAL LTD   2018-06-25 2019-08-21
8. PAGSEGURO DIGITAL LTD   2018-07-02 2019-12-06
3. PAGSEGURO DIGITAL LTD   2018-06-27 2019-12-06
20. PAGSEGURO DIGITAL LTD   2018-06-25 2019-12-06
41. PAGSEGURO DIGITAL LTD   2018-11-30 2019-12-09
5. PAGSEGURO DIGITAL LTD   2018-07-02 2019-12-09
16. PAGSEGURO DIGITAL LTD   2019-10-25 2019-12-10
12. PAGSEGURO DIGITAL LTD   2019-01-31 2019-12-10
16. PAGSEGURO DIGITAL LTD   2019-10-23 2019-12-10
7. PAGSEGURO DIGITAL LTD   2018-11-30 2019-12-10
9. CHUBB LTD   2015-12-24 2019-01-24
2. CHUBB LTD   2015-12-24 2019-02-11
3. CHUBB LTD   2015-12-24 2019-04-09
7. CHUBB LTD   2015-12-24 2019-04-26
9. CHUBB LTD   2015-12-24 2019-09-24
1. CHUBB LTD   2015-12-24 2019-10-04
7. CHUBB LTD   2016-01-08 2019-10-04
7. CHUBB LTD   2017-03-29 2019-10-04
3. CHUBB LTD   2017-03-20 2019-10-04
14. CHUBB LTD   2017-02-06 2019-10-04
15. CHUBB LTD   2016-12-07 2019-10-04
15. CHUBB LTD   2016-09-13 2019-10-04
13. CHUBB LTD   2016-04-21 2019-10-04
2. ASML HLDG NV NY REG SHS   2019-08-14 2019-10-04
25. ASML HLDG NV NY REG SHS   2019-05-21 2019-10-04
7. FERRARI NV   2017-07-25 2019-01-24
1. FERRARI NV   2017-07-25 2019-02-11
2. FERRARI NV   2017-07-28 2019-04-09
3. FERRARI NV   2017-07-28 2019-04-26
1. SALE OF REAL ESTATE   2002-01-01 2019-12-31
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 25,520   24,808 712
b 213   257 -44
c 759   917 -158
d 317   367 -50
e 93   110 -17
1,182   1,284 -102
4,193   4,110 83
1,702   1,073 629
912   581 331
589   358 231
1,434   805 629
394   224 170
624   358 266
1,195   626 569
982   536 446
342   314 28
354   314 40
331   314 17
575   629 -54
276   329 -53
558   629 -71
558   638 -80
276   319 -43
552   664 -112
281   327 -46
281   329 -48
844   1,034 -190
3,145   1,235 1,910
259   91 168
517   190 327
1,074   365 709
281   91 190
1,686   583 1,103
843   294 549
919   294 625
3,323   1,268 2,055
1,384   864 520
2,215   1,389 826
1,938   758 1,180
3,323   1,182 2,141
4,430   1,567 2,863
1,661   582 1,079
4,707   1,663 3,044
502   505 -3
76   72 4
244   216 28
231   216 15
287   277 10
645   636 9
717   721 -4
280   285 -5
1,188   1,179 9
1,817   1,802 15
823   777 46
120   111 9
280   222 58
400   333 67
1,004   1,110 -106
4,505   5,106 -601
169   164 5
188   164 24
751   655 96
161   171 -10
2,578   2,619 -41
645   655 -10
616   760 -144
462   516 -54
924   1,024 -100
905   1,033 -128
1,500   1,721 -221
1,101   1,314 -213
220   263 -43
440   437 3
220   266 -46
569   532 37
585   518 67
585   532 53
280   258 22
280   288 -8
839   714 125
560   518 42
617   726 -109
308   258 50
617   715 -98
274   358 -84
548   715 -167
823   1,073 -250
274   365 -91
549   715 -166
274   358 -84
545   858 -313
182   283 -101
363   566 -203
182   307 -125
545   777 -232
363   411 -48
908   1,171 -263
1,271   1,606 -335
363   644 -281
182   286 -104
726   1,281 -555
726   1,362 -636
545   1,083 -538
545   1,088 -543
363   730 -367
258   190 68
551   381 170
677   444 233
935   571 364
2,926   1,712 1,214
3,190   2,250 940
1,097   750 347
2,392   1,500 892
2,537   1,500 1,037
1,135   750 385
25,383   15,748 9,635
1,073   768 305
1,202   768 434
1,135   768 367
8,205   3,321 4,884
3,686   1,329 2,357
1,913   664 1,249
2,021   664 1,357
3,474   1,327 2,147
20,846   7,971 12,875
561   598 -37
3,984   4,094 -110
1,485   1,867 -382
9,629   10,803 -1,174
13,466   12,806 660
1,576   1,981 -405
2   2  
79,441   81,845 -2,404
431   534 -103
45   54 -9
407   486 -79
271   320 -49
3,116   2,988 128
2,172   2,134 38
2,964   1,771 1,193
2,032   1,181 851
1,705   984 721
1,191   689 502
691   394 297
778   394 384
4,626   2,362 2,264
786   394 392
1,734   886 848
1,055   492 563
904   601 303
226   152 74
2,260   1,521 739
2,034   1,345 689
6,329   2,881 3,448
1,356   813 543
1,582   897 685
4,294   2,447 1,847
1,130   637 493
2,486   1,384 1,102
226   116 110
904   378 526
2,938   1,279 1,659
570   479 91
1,729   1,584 145
122   125 -3
76   83 -7
483   416 67
241   208 33
435   374 61
176   163 13
1,167   1,307 -140
1,751   1,965 -214
875   986 -111
1,021   1,141 -120
584   638 -54
537   437 100
268   217 51
160   109 51
491   326 165
490   384 106
2,526   1,884 642
1,010   1,021 -11
12,136   12,252 -116
1,011   1,021 -10
1,283   994 289
2,388   2,320 68
238   184 54
243   184 59
248   184 64
744   595 149
503   396 107
498   396 102
1,353   1,487 -134
1,578   1,387 191
1,127   1,116 11
451   463 -12
934   875 59
94   88 6
370   350 20
249   263 -14
5,652   7,525 -1,873
5,003   5,003  
436   436  
1   1  
447   447  
1   1  
341   341  
8,781   8,779 2
9,597   9,596 1
409   409  
201,641   201,620 21
369   369  
335   335  
293   293  
1,079   830 249
4,330   3,042 1,288
394   306 88
747   703 44
1,120   1,011 109
373   306 67
747   668 79
747   696 51
747   696 51
2,987   2,811 176
373   336 37
380   397 -17
981   1,183 -202
981   1,190 -209
3,574   2,552 1,022
10,301   7,656 2,645
1,785   1,276 509
7,371   5,104 2,267
5,529   4,020 1,509
2,101   2,035 66
4,849   5,032 -183
607   541 66
930   812 118
2,805   2,707 98
70   69 1
389   364 25
1,809   2,186 -377
4,532   5,330 -798
438   540 -102
243   300 -57
684   780 -96
2,206   2,879 -673
2,129   2,812 -683
2,198   2,704 -506
1,227   743 484
285   165 120
1,216   605 611
1,289   633 656
2,990   3,108 -118
2,070   2,087 -17
582   698 -116
115   140 -25
109   140 -31
349   402 -53
371   635 -264
297   541 -244
1,114   2,026 -912
446   799 -353
817   1,420 -603
1,216   805 411
265   179 86
820   647 173
2,017   1,431 586
18     18
1,707   1,766 -59
108   110 -2
27   37 -10
271   310 -39
244   255 -11
813   935 -122
841   643 198
208   164 44
208   161 47
245   164 81
729   491 238
243   163 80
873   489 384
2,911   1,672 1,239
582   302 280
2,038   1,068 970
1,455   702 753
2,911   1,510 1,401
582   325 257
2,911   1,517 1,394
749   418 331
487   204 283
549   209 340
3,133   3,378 -245
3,050   3,288 -238
1,208   1,295 -87
3,063   3,269 -206
169,803   182,300 -12,497
557   513 44
3,010   2,694 316
1,097   1,026 71
272   264 8
815   770 45
189   161 28
195   161 34
306   242 64
1,323   967 356
3,132   2,176 956
38     38
171   152 19
580   560 20
522   460 62
58   67 -9
232   199 33
3,651   3,189 462
393   364 29
344   316 28
48   78 -30
2,309   2,627 -318
233   242 -9
566   545 21
770   726 44
1,109   968 141
3,551   2,845 706
633   575 58
241   246 -5
643   1,045 -402
964   1,550 -586
482   732 -250
80   122 -42
1,286   2,023 -737
804   1,138 -334
321   502 -181
99   100 -1
1,388   1,492 -104
370   574 -204
1,481   2,310 -829
926   1,317 -391
185   200 -15
93   140 -47
741   819 -78
2,255   2,278 -23
1,100   896 204
400   299 101
461   299 162
445   299 146
1,716   896 820
2,321   1,281 1,040
580   313 267
9,866   5,075 4,791
2,602   2,359 243
369   319 50
458   383 75
4,460   3,252 1,208
11,384   9,973 1,411
15,124   13,207 1,917
121,610   126,229 -4,619
17,940   16,292 1,648
215,490   185,439 30,051
95   94 1
352   356 -4
117   119 -2
247   238 9
386   356 30
712   598 114
356   356  
119   129 -10
115   100 15
581   499 82
940   798 142
349   373 -24
705   769 -64
705   747 -42
1,586   1,839 -253
288   304 -16
577   586 -9
332   348 -16
2,102   2,081 21
382   354 28
764   586 178
807   674 133
1,211   924 287
404   293 111
2,714   2,390 324
905   770 135
3,799   4,093 -294
2,171   1,836 335
3,437   2,858 579
1,447   1,680 -233
4,342   4,196 146
1,426   1,071 355
980   979 1
5   5  
38   38  
85   85  
102   102  
105   105  
159   159  
109   109  
2,345   2,371 -26
45   45  
42   42  
40   40  
49   49  
51   51  
59   59  
60   60  
47   47  
28,682   30,227 -1,545
215   215  
17   17  
17   17  
18   18  
24   24  
671   679 -8
24   24  
21   21  
20   20  
22   22  
24   24  
27   27  
29   29  
24   24  
1,178   1,177 1
532   532  
501   501  
448   448  
543   543  
629   655 -26
687   687  
706   706  
691   691  
869   869  
940   940  
1,090   1,090  
1,236   1,236  
1,004   1,004  
11,056   11,489 -433
29   29  
23   23  
21   21  
30   30  
676   685 -9
40   40  
35   35  
30   30  
37   37  
33   33  
39   39  
48   48  
39   39  
1,767   1,771 -4
5   5  
5   5  
5   5  
8   8  
831   848 -17
8   8  
207   207  
238   238  
202   202  
3,332   3,335 -3
254   254  
283   283  
328   328  
336   336  
374   374  
382   382  
396   396  
486   486  
429   429  
22   22  
20   20  
22   22  
1,696   1,653 43
14   14  
15   15  
18   18  
18   18  
20   20  
20   20  
22   22  
22   22  
18   18  
46   46  
40   40  
47   47  
53   53  
5,747   5,799 -52
58   58  
12   12  
13   13  
12   12  
18   18  
18   18  
23   23  
25   25  
18   18  
325   325  
340   340  
7,498   7,099 399
13   13  
14   14  
12   12  
914   931 -17
7   7  
1,808   1,839 -31
15   15  
54   54  
62   62  
74   74  
77   77  
91   91  
115   115  
136   136  
89   89  
125   125  
130   130  
80   80  
100   100  
1,691   1,774 -83
3,947   4,126 -179
1,383   1,441 -58
299   299  
212   212  
355   355  
426   426  
291   291  
403   403  
264   264  
468   468  
452   452  
370   370  
457   457  
700   700  
5   5  
5   5  
5   5  
792   802 -10
136   136  
246   246  
3,133   3,125 8
403   403  
684   684  
925   925  
1,670   1,670  
1,398   1,398  
1,137   1,137  
1,243   1,243  
1,355   1,355  
976   976  
5   5  
7   7  
6   6  
7   7  
826   842 -16
10   10  
172   172  
90   90  
70   70  
84   84  
244   244  
202   202  
138   138  
193   193  
149   149  
186   186  
187   187  
152   152  
7   7  
7   7  
6   6  
11   11  
14   14  
16   16  
18   18  
21   21  
20   20  
16   16  
21   21  
21   21  
250   250  
249   249  
247   247  
924   907 17
924   913 11
317   317  
34,475   33,851 624
3,629   3,544 85
372   372  
332   332  
245   245  
162   162  
162   162  
159   159  
7,358   7,476 -118
147   147  
19,915   20,242 -327
166   166  
37   37  
53   53  
54   54  
55   55  
67   67  
81   81  
96   96  
102   102  
112   112  
90   90  
106   106  
82   82  
24   24  
25   25  
26   26  
934   920 14
28   28  
3,671   3,617 54
34   34  
926   933 -7
1,853   1,868 -15
19   19  
10   10  
13   13  
15   15  
16   16  
23   23  
27   27  
17   17  
23   23  
29   29  
30   30  
32   32  
26   26  
546   546  
437   437  
1,639   1,639  
1,584   1,584  
2,756   2,756  
3,014   3,014  
3,548   3,548  
3,678   3,678  
2,465   2,465  
29   29  
42   42  
52   52  
60   60  
82   82  
83   83  
79   79  
103   103  
103   103  
105   105  
109   109  
81   81  
54   54  
147   147  
151   151  
172   172  
172   172  
112   112  
5,027   5,011 16
26   26  
735   735  
680   680  
527   362 165
109   72 37
1,065   724 341
3,645   2,461 1,184
107   72 35
1,070   1,039 31
577   374 203
247   155 92
253   155 98
989   620 369
418   258 160
253   155 98
506   312 194
85   54 31
177   108 69
257   162 95
356   265 91
214   163 51
1,123   760 363
86   54 32
1,069   1,306 -237
7,012   7,797 -785
455   420 35
150   120 30
407   300 107
4,058   4,196 -138
628   871 -243
10,602   12,971 -2,369
19,778   23,690 -3,912
58,123   55,193 2,930
20   25 -5
277,788   347,032 -69,244
1,235   1,163 72
368   332 36
402   332 70
820   664 156
1,368   1,199 169
456   387 69
684   564 120
7,979   5,813 2,166
684   530 154
1,140   916 224
1,140   931 209
1,368   1,168 200
456   413 43
423   320 103
161   107 54
171   107 64
678   427 251
335   213 122
163   107 56
488   331 157
163   110 53
1,093   771 322
312   220 92
935   671 264
156   112 44
156   112 44
943   669 274
943   1,006 -63
300   191 109
1,801   859 942
641   285 356
310   143 167
300   184 116
1,499   713 786
1,082   734 348
4,625   3,121 1,504
604   585 19
906   1,028 -122
906   876 30
906   816 90
302   300 2
1,509   1,192 317
604   368 236
4,830   2,968 1,862
1,438   940 498
829   486 343
3,356   2,139 1,217
301   238 63
377   298 79
540   417 123
463   381 82
1,157   889 268
151   127 24
154   128 26
774   745 29
619   601 18
1,161   1,077 84
232   191 41
2,553   2,360 193
27,152   25,187 1,965
212   116 96
225   116 109
1,046   463 583
1,043   463 580
259   116 143
527   232 295
532   529 3
530   529 1
515   529 -14
1,122   1,057 65
567   529 38
575   519 56
2,875   2,643 232
1,150   994 156
1,151   1,058 93
576   484 92
14,142   13,482 660
81   81  
78   81 -3
81   80 1
14,612   12,396 2,216
239   198 41
2,628   2,083 545
14,281   11,206 3,075
18,023   16,946 1,077
337,410   259,924 77,486
22,871   16,678 6,193
6,180   4,320 1,860
9,897   6,430 3,467
19,874   12,659 7,215
359,195   223,144 136,051
11,005   10,380 625
7,393   7,121 272
8,588   9,055 -467
10,929   11,643 -714
4,848   4,756 92
611,004   666,267 -55,263
1,172   1,307 -135
934   1,010 -76
4,589   4,930 -341
3,245   3,115 130
1,210   1,297 -87
134,570   145,352 -10,782
228   228  
4,729   4,672 57
25,485   25,860 -375
1,019   1,032 -13
1,019   1,027 -8
1,019   1,019  
3,199   3,142 57
19,689   18,739 950
126   104 22
132   104 28
840   623 217
1,737   1,349 388
99   122 -23
166   209 -43
33   39 -6
18   24 -6
35,161   37,426 -2,265
2,861   3,014 -153
6,130   6,455 -325
1,276   1,326 -50
36,492   36,726 -234
2,931   2,913 18
115   109 6
118   109 9
255   218 37
343   371 -28
1,030   982 48
1,831   1,765 66
687   759 -72
1,373   1,310 63
7,635   7,796 -161
9,601   9,803 -202
39,641   37,283 2,358
32,166   37,843 -5,677
2,345   2,716 -371
8,367   8,433 -66
195,177   200,724 -5,547
1,096   919 177
679   536 143
1,706   1,149 557
1,587   1,073 514
1,931   1,379 552
9,815   10,307 -492
2,225   2,282 -57
8,486   8,261 225
19,299   18,450 849
4,623   4,327 296
8   8  
19,659   17,310 2,349
992   798 194
1,170   952 218
1,156   781 375
807   502 305
185   112 73
1,318   725 593
2,166   1,226 940
1,589   782 807
1,192   659 533
217   110 107
947   439 508
1,717   769 948
548   212 336
1,918   768 1,150
12,603   5,051 7,552
593   212 381
495   509 -14
572   509 63
966   1,120 -154
3,864   4,070 -206
2,814   1,963 851
218   159 59
230   159 71
162   106 56
3,486   2,176 1,310
2,854   1,773 1,081
632   394 238
596   328 268
357   191 166
2,068   1,020 1,048
961   475 486
686   319 367
1,229   611 618
579   274 305
145   68 77
1,241   549 692
3,922   4,079 -157
1,020   1,020  
860   849 11
937   849 88
198   170 28
651   552 99
1,276   976 300
2,741   2,080 661
1,047   948 99
232   200 32
325   299 26
882   748 134
1,058   898 160
680   651 29
793   778 15
850   683 167
1,529   1,120 409
4,815   4,240 575
924   566 358
162   94 68
886   472 414
177   98 79
1,478   782 696
195   98 97
195   100 95
1,942   2,024 -82
1,296   600 696
354   180 174
364   180 184
743   360 383
1,935   1,098 837
645   360 285
1,557   1,581 -24
311   183 128
606   760 -154
909   805 104
3,031   3,163 -132
1,120   866 254
418   309 109
253   185 68
794   556 238
700   433 267
1,076   764 312
844   573 271
282   191 91
1,948   1,145 803
2,426   1,336 1,090
347   240 107
375   240 135
4,423   2,879 1,544
363   240 123
715   483 232
337   302 35
1,012   745 267
2,362   1,669 693
1,012   728 284
337   242 95
8,132   8,350 -218
3,398   3,489 -91
1,846   1,862 -16
168,883   172,402 -3,519
3,418   3,489 -71
629   436 193
1,258   945 313
1,524   1,319 205
554   473 81
1,524   2,435 -911
416   664 -248
189   221 -32
378   435 -57
480   652 -172
480   690 -210
907   1,217 -310
544   740 -196
544   735 -191
544   738 -194
907   1,283 -376
1,270   1,565 -295
1,996   2,716 -720
363   460 -97
363   444 -81
544   634 -90
363   417 -54
830   1,017 -187
1,452   1,549 -97
135   140 -5
1,566   1,277 289
307   239 68
162   120 42
831   598 233
1,082   718 364
1,324   957 367
2,114   919 1,195
1,287   581 706
643   276 367
279   125 154
1,219   498 721
104   41 63
415   166 249
1,039   414 625
1,051   414 637
313   124 189
1,143   455 688
1,042   410 632
749   287 462
218   82 136
983   369 614
1,076   368 708
3,904   1,497 2,407
719   412 307
925   368 557
1,644   628 1,016
2,568   985 1,583
6,164   2,335 3,829
1,492   1,210 282
41   35 6
1,316   1,363 -47
4,621   4,639 -18
13,444   12,572 872
3,439   3,709 -270
1,767   1,935 -168
87,210   87,319 -109
687   573 114
89   72 17
853   645 208
924   645 279
1,945   1,361 584
3,366   2,364 1,002
2,357   1,648 709
1,335   1,199 136
1,643   1,146 497
2,065   1,734 331
1,858   1,661 197
1,328   1,013 315
166   127 39
834   635 199
828   635 193
712   508 204
1,777   1,262 515
533   380 153
178   127 51
714   507 207
1,071   782 289
535   394 141
178   127 51
179   131 48
194   137 57
1,743   1,268 475
1,356   920 436
754   523 231
193   131 62
214   148 66
438   297 141
733   609 124
1,222   793 429
1,711   1,081 630
733   494 239
1,222   748 474
977   608 369
1,222   753 469
1,222   747 475
489   297 192
10,432   9,937 495
1,619   833 786
1,178   632 546
442   235 207
1,289   626 663
156   78 78
2,487   1,251 1,236
786   391 395
494   235 259
987   512 475
494   253 241
165   79 86
1,034   666 368
2,660   1,661 999
443   243 200
2,069   1,147 922
296   171 125
2,955   1,823 1,132
443   205 238
5,615   2,866 2,749
148   76 72
1,921   959 962
815   342 473
331   297 34
1,042   837 205
134   114 20
267   228 39
757   647 110
3,144   3,661 -517
393   484 -91
1,501   1,663 -162
1,751   1,960 -209
1,501   1,597 -96
8,617   8,400 217
2,028   959 1,069
462   174 288
702   262 440
717   244 473
1,849   569 1,280
301   81 220
601   174 427
533   109 424
533   155 378
5,599   1,997 3,602
800   235 565
6,399   2,093 4,306
3,199   924 2,275
5,866   1,691 4,175
2,838   2,878 -40
389   285 104
456   285 171
1,313   584 729
263   116 147
517   233 284
824   349 475
5,508   2,981 2,527
3,182   1,714 1,468
1,224   603 621
612   291 321
663   693 -30
183   173 10
196   173 23
1,160   1,039 121
538   520 18
187   176 11
375   345 30
795   703 92
596   518 78
596   529 67
803   701 102
2,410   2,067 343
1,607   1,283 324
201   171 30
603   560 43
233   226 7
716   678 38
1,129   1,102 27
4,516   4,618 -102
643   472 171
214   158 56
720   472 248
244   173 71
279   173 106
1,287   867 420
270   173 97
882   595 287
248   159 89
203   119 84
136   80 56
753   437 316
1,353   782 571
1,353   698 655
239   119 120
2,149   1,111 1,038
1,114   665 449
1,194   977 217
1,274   1,089 185
1,911   1,047 864
796   656 140
716   644 72
637   464 173
1,831   1,277 554
1,148   957 191
597   478 119
350   230 120
712   489 223
752   624 128
1,003   820 183
1,254   1,081 173
1,254   1,018 236
752   613 139
752   654 98
502   448 54
2,006   1,824 182
251   239 12
502   489 13
560   503 57
2,863   2,516 347
123   137 -14
87,778   79,993 7,785
2,576   2,752 -176
3,864   4,194 -330
7,483   7,480 3
793   522 271
159   110 49
167   110 57
351   219 132
1,050   658 392
697   432 265
334   216 118
834   544 290
334   216 118
5,960   6,720 -760
1,037   1,120 -83
2,697   2,685 12
939   895 44
1,006   980 26
13,274   12,734 540
5,004   4,975 29
6,011   5,970 41
26,080   25,870 210
2,970   3,065 -95
996   1,027 -31
9,960   10,203 -243
14,940   14,785 155
1,328   563 765
531   221 310
746   332 414
938   443 495
1,877   885 992
900   454 446
1,381   664 717
450   221 229
1,744   907 837
1,534   929 605
219   113 106
235   171 64
586   343 243
282   280 2
105   81 24
524   399 125
115   81 34
922   639 283
116   81 35
660   406 254
265   162 103
268   162 106
278   162 116
5,485   5,889 -404
3,585   3,708 -123
2,199   2,181 18
11,114   10,906 208
282,285   273,970 8,315
19,796   19,431 365
7,312   6,814 498
8,146   7,066 1,080
13,215   11,356 1,859
77,296   64,099 13,197
4,824   3,912 912
1,423   1,285 138
510   463 47
349   308 41
3,290   2,828 462
3,257   3,330 -73
5,481   3,147 2,334
1,128   630 498
1,577   789 788
2,103   1,076 1,027
162   79 83
809   404 405
513   248 265
3,224   1,490 1,734
537   248 289
355   166 189
349   157 192
882   414 468
529   216 313
882   415 467
26,454   11,803 14,651
558   216 342
962   769 193
167   128 39
351   256 95
730   512 218
1,208   858 350
186   128 58
1,023   768 255
1,023   796 227
1,023   794 229
651   497 154
1,673   1,280 393
1,116   788 328
651   507 144
744   523 221
1,023   713 310
1,776   1,018 758
754   429 325
195   107 88
102   54 48
847   429 418
1,411   643 768
2,450   1,125 1,325
999   949 50
2,945   2,742 203
105,185   98,255 6,930
339   324 15
2,964   3,069 -105
523   428 95
314   278 36
206   204 2
516   463 53
1,054   1,014 40
211   203 8
527   510 17
2,252   2,229 23
1,051   1,013 38
313   297 16
103   104 -1
309   297 12
721   699 22
171   169 2
190   169 21
2,297   1,653 644
1,871   1,277 594
988   676 312
115   75 40
129   73 56
404   220 184
232   147 85
1,013   735 278
648   767 -119
833   692 141
741   625 116
93   79 14
554   474 80
1,016   806 210
751   830 -79
285   302 -17
240   217 23
83   75 8
743   688 55
834   748 86
531   539 -8
606   631 -25
76   75 1
227   199 28
531   464 67
455   420 35
682   632 50
2,274   2,181 93
303   318 -15
3,563   3,594 -31
1,741   1,311 430
345   250 95
711   437 274
1,530   937 593
1,781   869 912
1,653   801 852
3,688   1,831 1,857
4,070   1,998 2,072
1,399   687 712
1,018   485 533
763   383 380
647   319 328
513   255 258
875   484 391
120   69 51
721   437 284
611   649 -38
211   216 -5
165   162 3
566   541 25
269   207 62
1,751   1,391 360
943   758 185
269   216 53
1,751   1,386 365
202   150 52
1,549   1,184 365
1,280   1,013 267
404   286 118
539   408 131
741   575 166
674   517 157
628   654 -26
323   327 -4
1,178   1,144 34
183   163 20
353   327 26
953   817 136
762   654 108
762   656 106
295   385 -90
69   89 -20
144   148 -4
87   85 2
239   266 -27
320   266 54
935   651 284
189   118 71
272   178 94
398   266 132
44   30 14
1,050   710 340
328   207 121
93   59 34
489   325 164
496   296 200
232   229 3
87   84 3
580   592 -12
1,173   959 214
143   143  
452   615 -163
339   261 78
452   597 -145
198   164 34
1,182   1,069 113
259   238 21
409   356 53
996   831 165
1,430   1,069 361
162   119 43
1,132   831 301
1,132   957 175
485   413 72
2,264   1,845 419
2,425   1,963 462
2,425   1,894 531
2,102   1,539 563
491   417 74
6,142   4,847 1,295
780   702 78
124   100 24
273   210 63
406   311 95
900,000   764,636 135,364
      29,729
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       712
b       -44
c       -158
d       -50
e       -17
      -102
      83
      629
      331
      231
      629
      170
      266
      569
      446
      28
      40
      17
      -54
      -53
      -71
      -80
      -43
      -112
      -46
      -48
      -190
      1,910
      168
      327
      709
      190
      1,103
      549
      625
      2,055
      520
      826
      1,180
      2,141
      2,863
      1,079
      3,044
      -3
      4
      28
      15
      10
      9
      -4
      -5
      9
      15
      46
      9
      58
      67
      -106
      -601
      5
      24
      96
      -10
      -41
      -10
      -144
      -54
      -100
      -128
      -221
      -213
      -43
      3
      -46
      37
      67
      53
      22
      -8
      125
      42
      -109
      50
      -98
      -84
      -167
      -250
      -91
      -166
      -84
      -313
      -101
      -203
      -125
      -232
      -48
      -263
      -335
      -281
      -104
      -555
      -636
      -538
      -543
      -367
      68
      170
      233
      364
      1,214
      940
      347
      892
      1,037
      385
      9,635
      305
      434
      367
      4,884
      2,357
      1,249
      1,357
      2,147
      12,875
      -37
      -110
      -382
      -1,174
      660
      -405
       
      -2,404
      -103
      -9
      -79
      -49
      128
      38
      1,193
      851
      721
      502
      297
      384
      2,264
      392
      848
      563
      303
      74
      739
      689
      3,448
      543
      685
      1,847
      493
      1,102
      110
      526
      1,659
      91
      145
      -3
      -7
      67
      33
      61
      13
      -140
      -214
      -111
      -120
      -54
      100
      51
      51
      165
      106
      642
      -11
      -116
      -10
      289
      68
      54
      59
      64
      149
      107
      102
      -134
      191
      11
      -12
      59
      6
      20
      -14
      -1,873
       
       
       
       
       
       
      2
      1
       
      21
       
       
       
      249
      1,288
      88
      44
      109
      67
      79
      51
      51
      176
      37
      -17
      -202
      -209
      1,022
      2,645
      509
      2,267
      1,509
      66
      -183
      66
      118
      98
      1
      25
      -377
      -798
      -102
      -57
      -96
      -673
      -683
      -506
      484
      120
      611
      656
      -118
      -17
      -116
      -25
      -31
      -53
      -264
      -244
      -912
      -353
      -603
      411
      86
      173
      586
      18
      -59
      -2
      -10
      -39
      -11
      -122
      198
      44
      47
      81
      238
      80
      384
      1,239
      280
      970
      753
      1,401
      257
      1,394
      331
      283
      340
      -245
      -238
      -87
      -206
      -12,497
      44
      316
      71
      8
      45
      28
      34
      64
      356
      956
      38
      19
      20
      62
      -9
      33
      462
      29
      28
      -30
      -318
      -9
      21
      44
      141
      706
      58
      -5
      -402
      -586
      -250
      -42
      -737
      -334
      -181
      -1
      -104
      -204
      -829
      -391
      -15
      -47
      -78
      -23
      204
      101
      162
      146
      820
      1,040
      267
      4,791
      243
      50
      75
      1,208
      1,411
      1,917
      -4,619
      1,648
      30,051
      1
      -4
      -2
      9
      30
      114
       
      -10
      15
      82
      142
      -24
      -64
      -42
      -253
      -16
      -9
      -16
      21
      28
      178
      133
      287
      111
      324
      135
      -294
      335
      579
      -233
      146
      355
      1
       
       
       
       
       
       
       
      -26
       
       
       
       
       
       
       
       
      -1,545
       
       
       
       
       
      -8
       
       
       
       
       
       
       
       
      1
       
       
       
       
      -26
       
       
       
       
       
       
       
       
      -433
       
       
       
       
      -9
       
       
       
       
       
       
       
       
      -4
       
       
       
       
      -17
       
       
       
       
      -3
       
       
       
       
       
       
       
       
       
       
       
       
      43
       
       
       
       
       
       
       
       
       
       
       
       
       
      -52
       
       
       
       
       
       
       
       
       
       
       
      399
       
       
       
      -17
       
      -31
       
       
       
       
       
       
       
       
       
       
       
       
       
      -83
      -179
      -58
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      -10
       
       
      8
       
       
       
       
       
       
       
       
       
       
       
       
       
      -16
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      17
      11
       
      624
      85
       
       
       
       
       
       
      -118
       
      -327
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      14
       
      54
       
      -7
      -15
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      16
       
       
       
      165
      37
      341
      1,184
      35
      31
      203
      92
      98
      369
      160
      98
      194
      31
      69
      95
      91
      51
      363
      32
      -237
      -785
      35
      30
      107
      -138
      -243
      -2,369
      -3,912
      2,930
      -5
      -69,244
      72
      36
      70
      156
      169
      69
      120
      2,166
      154
      224
      209
      200
      43
      103
      54
      64
      251
      122
      56
      157
      53
      322
      92
      264
      44
      44
      274
      -63
      109
      942
      356
      167
      116
      786
      348
      1,504
      19
      -122
      30
      90
      2
      317
      236
      1,862
      498
      343
      1,217
      63
      79
      123
      82
      268
      24
      26
      29
      18
      84
      41
      193
      1,965
      96
      109
      583
      580
      143
      295
      3
      1
      -14
      65
      38
      56
      232
      156
      93
      92
      660
       
      -3
      1
      2,216
      41
      545
      3,075
      1,077
      77,486
      6,193
      1,860
      3,467
      7,215
      136,051
      625
      272
      -467
      -714
      92
      -55,263
      -135
      -76
      -341
      130
      -87
      -10,782
       
      57
      -375
      -13
      -8
       
      57
      950
      22
      28
      217
      388
      -23
      -43
      -6
      -6
      -2,265
      -153
      -325
      -50
      -234
      18
      6
      9
      37
      -28
      48
      66
      -72
      63
      -161
      -202
      2,358
      -5,677
      -371
      -66
      -5,547
      177
      143
      557
      514
      552
      -492
      -57
      225
      849
      296
       
      2,349
      194
      218
      375
      305
      73
      593
      940
      807
      533
      107
      508
      948
      336
      1,150
      7,552
      381
      -14
      63
      -154
      -206
      851
      59
      71
      56
      1,310
      1,081
      238
      268
      166
      1,048
      486
      367
      618
      305
      77
      692
      -157
       
      11
      88
      28
      99
      300
      661
      99
      32
      26
      134
      160
      29
      15
      167
      409
      575
      358
      68
      414
      79
      696
      97
      95
      -82
      696
      174
      184
      383
      837
      285
      -24
      128
      -154
      104
      -132
      254
      109
      68
      238
      267
      312
      271
      91
      803
      1,090
      107
      135
      1,544
      123
      232
      35
      267
      693
      284
      95
      -218
      -91
      -16
      -3,519
      -71
      193
      313
      205
      81
      -911
      -248
      -32
      -57
      -172
      -210
      -310
      -196
      -191
      -194
      -376
      -295
      -720
      -97
      -81
      -90
      -54
      -187
      -97
      -5
      289
      68
      42
      233
      364
      367
      1,195
      706
      367
      154
      721
      63
      249
      625
      637
      189
      688
      632
      462
      136
      614
      708
      2,407
      307
      557
      1,016
      1,583
      3,829
      282
      6
      -47
      -18
      872
      -270
      -168
      -109
      114
      17
      208
      279
      584
      1,002
      709
      136
      497
      331
      197
      315
      39
      199
      193
      204
      515
      153
      51
      207
      289
      141
      51
      48
      57
      475
      436
      231
      62
      66
      141
      124
      429
      630
      239
      474
      369
      469
      475
      192
      495
      786
      546
      207
      663
      78
      1,236
      395
      259
      475
      241
      86
      368
      999
      200
      922
      125
      1,132
      238
      2,749
      72
      962
      473
      34
      205
      20
      39
      110
      -517
      -91
      -162
      -209
      -96
      217
      1,069
      288
      440
      473
      1,280
      220
      427
      424
      378
      3,602
      565
      4,306
      2,275
      4,175
      -40
      104
      171
      729
      147
      284
      475
      2,527
      1,468
      621
      321
      -30
      10
      23
      121
      18
      11
      30
      92
      78
      67
      102
      343
      324
      30
      43
      7
      38
      27
      -102
      171
      56
      248
      71
      106
      420
      97
      287
      89
      84
      56
      316
      571
      655
      120
      1,038
      449
      217
      185
      864
      140
      72
      173
      554
      191
      119
      120
      223
      128
      183
      173
      236
      139
      98
      54
      182
      12
      13
      57
      347
      -14
      7,785
      -176
      -330
      3
      271
      49
      57
      132
      392
      265
      118
      290
      118
      -760
      -83
      12
      44
      26
      540
      29
      41
      210
      -95
      -31
      -243
      155
      765
      310
      414
      495
      992
      446
      717
      229
      837
      605
      106
      64
      243
      2
      24
      125
      34
      283
      35
      254
      103
      106
      116
      -404
      -123
      18
      208
      8,315
      365
      498
      1,080
      1,859
      13,197
      912
      138
      47
      41
      462
      -73
      2,334
      498
      788
      1,027
      83
      405
      265
      1,734
      289
      189
      192
      468
      313
      467
      14,651
      342
      193
      39
      95
      218
      350
      58
      255
      227
      229
      154
      393
      328
      144
      221
      310
      758
      325
      88
      48
      418
      768
      1,325
      50
      203
      6,930
      15
      -105
      95
      36
      2
      53
      40
      8
      17
      23
      38
      16
      -1
      12
      22
      2
      21
      644
      594
      312
      40
      56
      184
      85
      278
      -119
      141
      116
      14
      80
      210
      -79
      -17
      23
      8
      55
      86
      -8
      -25
      1
      28
      67
      35
      50
      93
      -15
      -31
      430
      95
      274
      593
      912
      852
      1,857
      2,072
      712
      533
      380
      328
      258
      391
      51
      284
      -38
      -5
      3
      25
      62
      360
      185
      53
      365
      52
      365
      267
      118
      131
      166
      157
      -26
      -4
      34
      20
      26
      136
      108
      106
      -90
      -20
      -4
      2
      -27
      54
      284
      71
      94
      132
      14
      340
      121
      34
      164
      200
      3
      3
      -12
      214
       
      -163
      78
      -145
      34
      113
      21
      53
      165
      361
      43
      301
      175
      72
      419
      462
      531
      563
      74
      1,295
      78
      24
      63
      95
      135,364
       
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 2 614,688
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 444,657 9,028,533 0.04925
2017 407,425 8,930,400 0.045622
2016 448,521 8,587,391 0.05223
2015 411,876 8,654,242 0.047592
2014 153,276 6,798,496 0.022546
2
Total of line 1, column (d) .....................
2
0.21724
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
0.043448
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
8,425,745
5
Multiply line 4 by line 3......................
5
366,082
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
7,000
7
Add lines 5 and 6........................
7
373,082
8
Enter qualifying distributions from Part XII, line 4,.............
8
739,553
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 7,000
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 7,000
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 7,000
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 6,615
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 6,615
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 385
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)
    bulletFL
    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 addressbullet  
    14
    The books are in care ofbulletNAT G FIELDS Telephone no.bullet (631) 664-6522

    Located atbullet555 5TH AVE NE STE 1114ST PETERSBURGFL ZIP+4bullet337012655
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NAT G FIELDSClick to see attachment TRUSTEE
    30
    330,000    
    555 5TH AVE NE
    ST PETERSBURG,FL33701
    SHARON HARTMANClick to see attachment TRUSTEE
    10
    0    
    1081 ELIZABETH STREET
    BALDWIN,NY11510
    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
    7,374,067
    b
    Average of monthly cash balances.......................
    1b
    279,989
    c
    Fair market value of all other assets (see instructions)................
    1c
    900,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,554,056
    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
    8,554,056
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    128,311
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,425,745
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    421,287
    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
    421,287
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    7,000
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,000
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    414,287
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    414,287
    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
    414,287
    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
    739,553
    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
    739,553
    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
    7,000
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    732,553
    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 7 414,287
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 333,521
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 739,553
    a Applied to 2018, but not more than line 2a 333,521
    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..... 406,032
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    8,255
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    FRIENDS OF ACADIA
    43 COTTAGE ST PO BOX 45
    BAR HARBOR,ME04609
    N/A PC UNRESTRICTED GENERAL 4,000
    LEWY BODY DEMENTIA ASSOC
    912 KILLIAN HILL SW
    LILBURN,GA300473110
    N/A PC UNRESTRICTED GENERAL 10,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET
    NEW YORK,NY100061751
    N/A PC UNRESTRICTED GENERAL 1,000
    CHARITY NAVIGATOR
    139 HARRISTOWN RD
    GLEN ROCK,NJ074523304
    N/A PC UNRESTRICTED GENERAL 500
    CROHNS AND COLITIS FDN
    733 3RD AVE STE 510
    NEW YORK,NY100173218
    N/A PC UNRESTRICTED GENERAL 4,000
    SARAH GRACE FOUNDATION
    17 E OLD COUNTRY RD
    HICKSVILLE,NY11801
    N/A PC UNRESTRICTED GENERAL 5,000
    BILL EDWARDS FOUNDATION
    FOR THE ARTS
    6090 CENTRAL AVE
    ST PETERSBURG,FL337013343
    N/A PC UNRESTRICTED GENERAL 4,000
    THE TOR PROJECT INC
    56 WATERHOUSE ST STE 001
    SOMERVILLE,MA021441872
    N/A PC UNRESTRICTED GENERAL 2,000
    ST PETERSBURG FREE CLINIC INC
    863 3RD AVE N
    ST PETERSBURG,FL337012703
    N/A PC UNRESTRICTED GENERAL 3,000
    NEADS INC
    305 DEDEMPTION ROCK TRL S
    PRINCETON,MA015411211
    N/A PC UNRESTRICTED GENERAL 3,000
    A KIDS PLACE OF TAMPA BAY
    1715 LITHIA PINECREST RD
    BRANDON,FL335116723
    N/A PC UNRESTRICTED GENERAL 1,000
    THE CLEVELAND CLINIC FDN
    6801 BRECKSVILLE RD RK1-85
    INDEPENDENCE,OH441315032
    N/A PC UNRESTRICTED GENERAL 58,377
    DAUGHTERS OF CHARITY INC
    4330 OLIVE ST
    SAINT LOUIS,MO631082622
    N/A PC UNRESTRICTED GENERAL 10,000
    CODE NATION
    85 BROAD STREET
    NEW YORK,NY100042783
    N/A PC UNRESTRICTED GENERAL 1,000
    DMG SCHOOL PROJECT INC
    2342 EMERSON AVE S
    ST PETERSBURG,FL337121670
    N/A PC UNRESTRICTED GENERAL 2,000
    NORTH SHORE LAND ALLIANCE
    PO BOX 658
    OYSTER BAY,NY117710658
    N/A PC UNRESTRICTED GENERAL 2,000
    METRO MINISTRIES
    2001 FREDERICK AVE
    BALTIMORE,MD212232226
    N/A PC UNRESTRICTED GENERAL 750
    UNIVERSITY OF MIAMI
    1450 NW 10TH AVE
    MIAMI,FL331248106
    N/A PC UNRESTRICTED GENERAL 233,509
    FLORIDA ORCHESTRA INC
    244 2ND AVE N STE 421
    ST PETERSBURG,FL337013306
    N/A PC UNRESTRICTED GENERAL 10,000
    PINELLAS OPPORTUNITY COUNCIL
    501 1ST AVE N
    ST PETERSBURG,FL337013715
    N/A PC UNRESTRICTED GENERAL 750
    THE SPRING OF TAMPA BAY INC
    PO BOX 5147
    TAMPA,FL336755147
    N/A PC UNRESTRICTED GENERAL 750
    ALPHA HOUSE OF PINNELLAS
    COUNTY
    701 5TH AVE N
    ST PETERSBURG,FL337012215
    N/A PC UNRESTRICTED GENERAL 500
    COMMUNITY ACTION STOPS ABUSE
    PO BOX 414
    ST PETERSBURG,FL337310414
    N/A PC UNRESTRICTED GENERAL 500
    FLORIDA AQUARIUM INC
    701 CHANNELSIDE DR
    TAMPA,FL336025600
    N/A PC UNRESTRICTED GENERAL 10,000
    PET PAL RESCUE INC
    405 22ND ST S
    ST PETERSBURG,FL337121243
    N/A PC UNRESTRICTED GENERAL 1,000
    FLORIDA HOLOCAUST MUSEUM
    55 5TH ST S
    ST PETERSBURG,FL337014146
    N/A PC UNRESTRICTED GENERAL 4,000
    BIG CAT RESCUE CORP
    12802 EASY ST
    TAMPA,FL336253702
    N/A PC UNRESTRICTED GENERAL 8,000
    ARTS CENTER ASSOC INC
    719 CENTRAL AVE
    ST PETERSBURG,FL337013627
    N/A PC UNRESTRICTED GENERAL 2,000
    DAYSTAR LIFE CENTER INC
    1055 28TH ST S
    ST PETERSBURG,FL337121904
    N/A PC UNRESTRICTED GENERAL 500
    GREENPEACE FUND INC
    702 H ST NW 300
    WASHINGTON,DC200013876
    N/A PC UNRESTRICTED GENERAL 1,000
    Total .................................bullet 3a 384,136
    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....     14 167,319  
    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 ............
        18 614,688  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   782,007  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    782,007
    (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


    Phone no.
    Form 990-PF (2019)
    Additional Data


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    Form 990PF - Special Condition Description:
    Special Condition Description