Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 08-01-2019 , and ending 07-31-2020
Name of foundation
EMILY G PLUMB CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680
A Employer identification number

65-6393997
B Telephone number (see instructions)

(312) 630-6000
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$49,685,062
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... 1,252,520 1,262,715  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,750
b Gross sales price for all assets on line 6a 14,737,298
7 Capital gain net income (from Part IV, line 2)... 65,750
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)....... 13,294    
12 Total. Add lines 1 through 11........ 1,331,564 1,328,465  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 313,585 122,005   191,580
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 110,758 110,758   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 67,662 67,662   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 2,132 2,117   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 494,137 302,542 0 191,595
25 Contributions, gifts, grants paid....... 2,373,455 2,373,455
26 Total expenses and disbursements. Add lines 24 and 25 2,867,592 302,542 0 2,565,050
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,536,028
b Net investment income (if negative, enter -0-) 1,025,923
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.............      
2 Savings and temporary cash investments......... 1,959,603 4,105,294 4,105,294
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)....... 26,453,151 Click to see attachment23,769,254 33,625,225
c Investments—corporate bonds (attach schedule)....... 11,154,736 Click to see attachment10,290,923 10,966,062
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,228,873 Click to see attachment1,166,154 1,003,801
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment15,984 Click to see attachment-15,320 Click to see attachment-15,320
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 40,812,347 39,316,305 49,685,062
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........ 40,812,347 39,316,305
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)..... 40,812,347 39,316,305
30 Total liabilities and net assets/fund balances (see instructions). 40,812,347 39,316,305
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
40,812,347
2
Enter amount from Part I, line 27a .....................
2
-1,536,028
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
39,986
4
Add lines 1, 2, and 3 ..........................
4
39,316,305
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
39,316,305
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 1348. AAC TECHNOLOGIES HOLDINGS INC. ADR   2018-06-20 2019-08-13
b 890. AAC TECHNOLOGIES HOLDINGS INC. ADR   2016-09-02 2020-01-28
c 43. AAON INC   2018-07-24 2020-03-25
d 1242. ABB LTD SPONSORED ADR   2018-04-09 2019-10-02
e 127. ABB LTD SPONSORED ADR   2016-11-10 2019-12-19
266. ABB LTD SPONSORED ADR   2016-12-14 2020-03-30
493. ABB LTD SPONSORED ADR   2016-12-14 2020-07-22
381. ABB LTD SPONSORED ADR   2018-10-17 2020-07-31
45. AFLAC INC   2019-01-24 2019-09-27
28. AFLAC INC   2019-01-24 2020-01-03
4. AFLAC INC   2019-01-24 2020-05-06
96. AT&T INC   2014-12-17 2020-01-03
284. AT&T INC   2014-12-17 2020-05-13
231. AT&T INC   2015-02-18 2020-06-24
166.00114 ADR ASM PAC TECHNOLOGY LTD ADR   2018-07-26 2019-08-13
82.99886 ADR ASM PAC TECHNOLOGY LTD ADR   2018-07-26 2019-08-13
70. ABBOTT LABORATORIES   2019-01-24 2020-05-13
33. ABBOTT LABORATORIES   2013-01-10 2020-06-24
7. ABBVIE INC COM USD0.01   2019-01-24 2020-05-06
.75 ABBVIE INC COM USD0.01   2019-01-24 2020-05-28
27.25 ABBVIE INC COM USD0.01   2019-01-24 2020-06-24
71.75 ABBVIE INC COM USD0.01   2020-05-11 2020-06-24
4. ABIOMED INC   2018-06-18 2020-01-03
2. ABIOMED INC   2018-06-18 2020-05-13
31. ACTIVISION BLIZZARD INC COM STK   2019-01-24 2020-05-13
2. ADIDAS AG   2019-02-01 2019-10-22
6. ADIDAS AG   2019-02-01 2020-06-01
6. ADOBE SYS INC   2019-01-24 2020-01-03
19. ADOBE SYS INC   2019-01-24 2020-05-13
16. ADOBE SYS INC   2014-12-17 2020-06-24
4. ADVANCED AUTO PARTS INC   2015-10-01 2020-01-03
33. ADVANCED MICRO DEVICES INC   2020-05-06 2020-05-13
21. ADVANCED MICRO DEVICES INC   2019-09-27 2020-06-24
33. AFFILIATED MANAGERS GROUP   2016-04-07 2019-12-16
17. AGILENT TECHNOLOGIES INC   2014-12-17 2020-05-13
.8 ADR AIR LIQUIDE ADR   2013-03-14 2019-10-07
18. ADR AIR LIQUIDE ADR   2013-03-14 2020-06-01
5. AIR PRODUCTS & CHEMICALS INC   2018-11-16 2019-09-27
12. AIR PRODUCTS & CHEMICALS INC   2018-11-16 2020-05-13
290. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2020-06-02 2020-06-10
163. AIRBUS SE UNSPON ADR EA REPR 0.25 ORD EUR1   2020-06-02 2020-07-22
2886. ADR AKBANK TURK ANONIM SIRKETI ADR   2018-07-25 2019-08-14
1163. ADR AKBANK TURK ANONIM SIRKETI ADR   2018-07-25 2019-10-14
3047. ADR AKBANK TURK ANONIM SIRKETI ADR   2019-01-11 2019-10-14
2. AKAMAI TECHNOLOGIES INC   2010-02-09 2020-04-09
196. AKAMAI TECHNOLOGIES INC   2010-02-09 2020-04-13
10. AKAMAI TECHNOLOGIES INC   2015-02-18 2020-05-13
174. ADR AKZO NOBEL N V SPONSORED ADR NEW   2018-06-26 2019-08-07
423. ADR AKZO NOBEL N V SPONSORED ADR NEW   2018-06-26 2019-09-05
188. ADR AKZO NOBEL N V SPONSORED ADR NEW   2019-01-10 2020-02-06
115. ADR AKZO NOBEL N V SPONSORED ADR NEW   2019-01-10 2020-05-13
143. ADR AKZO NOBEL N V SPONSORED ADR NEW   2012-12-04 2020-07-14
191. ADR AKZO NOBEL N V SPONSORED ADR NEW   2012-12-04 2020-07-22
19. ALAMO GROUP INC COM   2019-11-15 2020-02-21
32. ALASKA AIR GROUP INC   2016-07-11 2020-05-13
25. ALBEMARLE CORP   2018-08-20 2020-04-09
8. ALBEMARLE CORP   2016-07-11 2020-05-13
10. ALEXION PHARMACEUTICALS INC   2019-01-24 2020-05-13
70. ADR ALFA LAVAL AB SWEDEN ADR   2016-02-11 2019-10-22
28. ADR ALFA LAVAL AB SWEDEN ADR   2016-02-11 2020-06-01
2. ALIGN TECHNOLOGY INC COM   2019-06-18 2020-05-06
2. ALIGN TECHNOLOGY INC COM   2019-06-18 2020-05-13
1. ALIGN TECHNOLOGY INC COM   2017-11-07 2020-05-13
1243. ALLEGHENY TECHNOLOGIES INC   2016-12-15 2020-05-13
25. ALLIANCE DATA SYSTEMS CORP   2014-04-30 2020-06-24
21. ALLIANT CORP   2019-01-24 2020-05-13
54. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2016-11-16 2020-06-01
217. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2020-04-01 2020-07-22
2148. ADR ALLIANZ SE UNSPON ADS EACH REP 1/10 ORD SHARES   2020-04-01 2020-07-23
15. ALLSTATE CORP   2009-03-24 2020-05-06
13. ALLSTATE CORP   2009-03-24 2020-05-13
1. ALPHABET INC CAP STK USD0.001 CL C   2019-01-24 2019-09-27
2. ALPHABET INC CAP STK USD0.001 CL C   2019-01-24 2019-12-16
3. ALPHABET INC CAP STK USD0.001 CL C   2019-01-24 2020-01-03
11. ALPHABET INC CAP STK USD0.001 CL C   2019-01-24 2020-05-13
9. ALPHABET INC CAP STK USD0.001 CL C   2011-09-22 2020-06-24
1. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2019-01-24 2019-09-27
2. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2019-01-24 2020-01-03
1. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2019-01-24 2020-05-06
11. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2019-01-24 2020-05-13
6. ALPHABET INC CAPITAL STOCK USD0.001 CL A   2011-09-22 2020-06-24
35. ALTRIA GROUP INC   2019-03-15 2020-01-03
11. ALTRIA GROUP INC   2014-12-17 2020-01-03
119. ALTRIA GROUP INC   2014-12-17 2020-05-13
987. ADR AMADEUS IT GROUP S A ADS   2019-07-19 2020-05-29
53. ADR AMADEUS IT GROUP S A ADS   2020-04-16 2020-07-22
3. AMAZON COM INC   2019-06-18 2020-01-03
13. AMAZON COM INC   2019-01-24 2020-05-13
4. AMAZON COM INC   2019-06-18 2020-05-13
5. AMAZON COM INC   2018-11-16 2020-06-24
75000. AMAZON COM INC 3.15% DUE 08-22-2027 BEO   2019-04-02 2020-01-17
2045. ADR AMBEV SA SPONSORED ADR   2016-09-02 2019-08-13
6648. ADR AMBEV SA SPONSORED ADR   2016-09-02 2019-08-21
8865. ADR AMBEV SA SPONSORED ADR   2019-01-22 2020-06-01
967. AMERICA MOVIL S A DE CV SPON ADR SER L SHARES   2017-06-30 2019-08-13
51. AMERICAN AIRLINES INC COM USD1   2016-12-15 2020-05-13
16. AMERICAN ELECTRIC POWER INC   2014-12-17 2020-05-13
12. AMERICAN EXPRESS CO   2019-01-24 2019-09-27
11. AMERICAN EXPRESS CO   2019-01-24 2020-01-03
27. AMERICAN EXPRESS CO   2019-01-24 2020-05-13
18. AMERICAN EXPRESS CO   2014-12-17 2020-06-24
75000. AMERN EXPRESS CO 3.4% 02-27-2023   2018-02-22 2019-09-10
39. AMERICAN INTERNATIONAL GROUP INC COM COM NEW   2014-12-17 2020-06-24
3. AMERICAN TOWER CORP   2010-02-09 2019-10-18
90. AMERICAN TOWER CORP   2010-02-09 2019-12-11
136. AMERICAN TOWER CORP   2010-02-09 2019-12-12
19. AMERICAN TOWER CORP   2019-01-24 2020-05-13
7. AMERICAN TOWER CORP   2019-01-24 2020-06-24
10. AMERICAN WTR WKS CO INC NEW COM   2019-01-24 2020-05-06
7. AMERICAN WTR WKS CO INC NEW COM   2019-01-24 2020-05-13
36. AMERICOLD RLTY TR COM   2019-06-18 2019-10-18
78. AMERICOLD RLTY TR COM   2019-06-18 2020-07-13
7. AMERISOURCE BERGEN CORP   2014-12-17 2020-01-03
8. AMERISOURCE BERGEN CORP   2013-03-07 2020-04-09
10. AMERISOURCE BERGEN CORP   2014-12-17 2020-06-24
7. AMERIPRISE FINANCIAL INC   2014-04-15 2019-09-27
8. AMERIPRISE FINANCIAL INC   2014-04-15 2020-05-13
70000. AMERIPRISE FINL 4% DUE 10-15-2023   2015-05-08 2020-03-05
9. AMETEK INC NEW   2015-02-18 2020-05-13
9. AMGEN INC   2019-01-24 2019-09-27
8. AMGEN INC   2014-12-17 2020-01-03
1. AMGEN INC   2019-01-24 2020-01-03
2. AMGEN INC   2014-12-17 2020-05-06
40. AMGEN INC   2014-12-17 2020-05-13
13. AMPHENOL CORP NEW CL A   2014-12-17 2020-05-13
20. ANADARKO PETROLEUM CORP   2019-06-18 2019-08-09
264. ANADARKO PETROLEUM CORP   2016-12-15 2019-08-09
9. ANALOG DEVICES INC   2014-12-17 2020-05-13
11. ANALOG DEVICES INC   2019-06-18 2020-05-13
223. ADR ANGLO AMERN PLC SPONSORED ADR   2020-03-31 2020-07-16
364. ADR ANHUI CONCH CEM CO LTD ADR   2018-06-28 2019-08-13
5. ANSYS INC   2019-06-18 2019-09-27
7. ANSYS INC   2010-02-09 2019-10-18
3. ANSYS INC   2019-06-18 2020-05-13
3. ANTHEM INC COM   2019-01-24 2020-01-03
10. ANTHEM INC COM   2019-01-24 2020-05-13
5. ANTHEM INC COM   2019-01-24 2020-06-24
43. APACHE CORP   2015-02-18 2020-05-13
2. APARTMENT INVESTMENT & MANAGEMENT COM USD0.01 CLASS A (POST REV SPL   2019-03-27 2020-01-03
74. APARTMENT INVESTMENT & MANAGEMENT COM USD0.01 CLASS A (POST REV SP   2015-06-30 2020-01-03
230. #REORG/APERGY CORP NAME AND CUSIP CHANGE CHAMPIONX 2G1VAU3 06-04-   2018-12-20 2020-04-14
411. #REORG/APERGY CORP NAME AND CUSIP CHANGE CHAMPIONX 2G1VAU3 06-04-   2018-12-20 2020-04-17
71. APPLE COMPUTER INC   2019-06-18 2019-09-27
1. APPLE COMPUTER INC   2019-01-24 2019-12-16
36. APPLE COMPUTER INC   2009-04-20 2019-12-16
41. APPLE COMPUTER INC   2009-04-20 2020-01-03
5. APPLE COMPUTER INC   2009-04-20 2020-05-06
157. APPLE COMPUTER INC   2009-04-20 2020-05-13
136. APPLE COMPUTER INC   2009-04-20 2020-06-24
50000. APPLE INC 3.85% DUE 08-04-2046   2016-07-28 2019-09-06
135000. APPLE INC 3.85% DUE 08-04-2046   2016-07-28 2020-05-05
100000. APPLE INC 2.2% DUE 09-11-2029   2019-09-05 2020-03-19
17. APPLIED MATERIALS INC   2019-02-11 2019-10-18
12. APPLIED MATERIALS INC   2014-12-17 2020-01-03
36. APPLIED MATERIALS INC   2014-12-17 2020-05-13
21. APPLIED MATERIALS INC   2014-12-17 2020-06-24
52. APTARGROUP INC   2018-07-24 2019-08-05
60. APTARGROUP INC   2011-03-15 2019-08-15
21. APTARGROUP INC   2011-03-15 2019-09-20
28. APTARGROUP INC   2011-03-15 2019-10-16
60. APTARGROUP INC   2011-03-15 2019-11-20
10. APTARGROUP INC   2019-04-03 2019-12-09
22. APTARGROUP INC   2011-03-15 2019-12-09
101. ARCELORMITTAL LUXEMBOURG N Y REGISTRY SHS NEW 2017 N Y REGISTRY S   2020-06-04 2020-07-22
19. ARCHER DANIELS MIDLAND CO   2014-12-17 2020-05-13
58. ARCONIC CORPORATION COM USD0.01 USD0.01 WI   2017-03-31 2020-05-06
3. ARISTA NETWORKS INC COM   2018-11-16 2020-05-13
49. ARTISAN PARTNERS ASSET MGMT INC CL A CL A   2018-07-24 2020-07-20
2860. ADR ASPEN PHARMACARE HLDGS LTD ADR   2018-02-27 2019-08-15
280. ASTRAZENECA PLC SPONSORED ADR   2017-08-09 2019-08-01
382. ASTRAZENECA PLC SPONSORED ADR   2017-08-23 2019-08-14
312. ASTRAZENECA PLC SPONSORED ADR   2017-08-23 2019-09-05
306. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2019-10-17
138. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-02-06
35. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-03-05
160. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-03-13
100. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-03-25
81. ASTRAZENECA PLC SPONSORED ADR   2016-12-22 2020-04-01
88. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-05-11
46. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-05-12
29. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-05-13
109. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-06-04
108. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-07-16
53. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-07-22
146. ASTRAZENECA PLC SPONSORED ADR   2019-05-03 2020-07-23
75000. ASTRAZENECA PLC 3.375% DUE 11-16-2025   2016-08-19 2020-04-28
32. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM SER A   2011-05-03 2019-10-22
43. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM SER A   2019-01-03 2020-06-01
6. ATMOS ENERGY CORP   2019-03-15 2020-01-03
8. AUTODESK, INC   2019-06-18 2020-01-03
6. AUTODESK, INC   2014-12-17 2020-05-13
4. AUTODESK, INC   2019-06-18 2020-05-13
53. AUTODESK, INC   2010-02-09 2020-07-30
12. AUTODESK, INC   2010-02-09 2020-07-31
7. AUTOMATIC DATA PROCESSING INC   2019-01-24 2020-01-03
15. AUTOMATIC DATA PROCESSING INC   2019-01-24 2020-05-13
10. AUTOMATIC DATA PROCESSING INC   2014-12-17 2020-06-24
2. AUTOZONE INC   2019-01-24 2020-05-13
6. AVALONBAY CMNTYS INC REIT   2015-02-18 2020-05-13
6. AVERY DENNISON CORP   2018-06-18 2020-05-13
1014. ADR AVIVA ADR   2017-11-03 2019-10-17
836. ADR AVIVA ADR   2013-07-08 2020-02-06
572. ADR AVIVA ADR   2018-12-04 2020-07-22
800. BASF AG SPONSORED ADR 00   2018-05-25 2020-07-22
45000. BB&T CORP MEDIUM TERM NTS 3.05% 06-20-2022   2019-03-11 2019-09-09
723.9947 ADR BB SEGURIDADE PARTICIPACOES S A SPONSORED ADR   2016-09-02 2019-08-13
421.0053 ADR BB SEGURIDADE PARTICIPACOES S A SPONSORED ADR   2016-09-02 2019-08-13
690. BP AMOCO P L C SPONSORED ADR   2019-01-10 2020-03-10
593. BP AMOCO P L C SPONSORED ADR   2017-05-11 2020-03-24
496. BP AMOCO P L C SPONSORED ADR   2017-05-05 2020-03-30
182. BP AMOCO P L C SPONSORED ADR   2017-07-06 2020-07-22
454. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2018-06-11 2019-10-17
611. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2018-06-11 2019-12-24
365. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2018-07-23 2020-01-08
407. BNP PARIBAS SPONSORED ADR REPSTG 1/4 SH   2017-03-02 2020-07-22
67. BAIDU COM INC SPONSORED ADR SHS   2018-03-05 2019-08-13
21. BAIDU COM INC SPONSORED ADR SHS   2015-05-26 2019-10-22
192. BAIDU COM INC SPONSORED ADR SHS   2020-04-07 2020-05-29
824. BAIDU COM INC SPONSORED ADR SHS   2016-08-03 2020-05-29
67. BAIDU COM INC SPONSORED ADR SHS   2018-05-03 2020-07-16
53. BAIDU COM INC SPONSORED ADR SHS   2018-10-24 2020-07-22
30. BALCHEM CORP COM   2019-01-25 2020-03-25
239. ADR BALFOUR BEATTY PLC SPONSORED ADR REPSTG 2 SHS   2012-07-12 2020-07-22
17. BALL CORPORATION   2014-12-17 2020-05-13
168. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2013-02-22 2020-06-01
1115. ADR BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR   2020-02-06 2020-07-22
1364. ADR BANCO DO BRASIL S A SPONSORED ADR ADR   2016-09-02 2019-08-13
86. ADR BANCO MACRO S A SPONSORED ADR REPSTGCL B   2016-09-02 2019-08-13
119. ADR BANCO MACRO S A SPONSORED ADR REPSTGCL B   2019-01-22 2019-08-26
541. ADR BANCO MACRO S A SPONSORED ADR REPSTGCL B   2016-09-02 2019-08-26
123. BK AMER CORP COM   2014-12-17 2019-09-27
175. BK AMER CORP COM   2019-01-24 2019-09-27
154. BK AMER CORP COM   2014-12-17 2019-12-16
79. BK AMER CORP COM   2014-12-17 2020-01-03
315. BK AMER CORP COM   2014-12-17 2020-05-13
298. BK AMER CORP COM   2014-12-17 2020-06-24
75000. BK MONTREAL MEDIUM TRANCHE # 2.55 11/06/2022   2018-03-28 2019-08-27
14. BANK NEW YORK MELLON CORP COM STK   2019-01-24 2020-01-03
17. BANK NEW YORK MELLON CORP COM STK   2010-09-14 2020-01-03
65. BANK NEW YORK MELLON CORP COM STK   2010-09-14 2020-06-24
130000. BANK NEW YORK MELLON CORP MEDIUM TERM SR NT BOOK ENTRY 3.4% 01   2018-01-31 2019-10-18
75000. BK NEW YORK MELLON 2.1% DUE 10-24-2024   2019-10-17 2020-04-20
1803. BARCLAYS PLC ADR   2018-05-25 2019-10-17
1253. BARCLAYS PLC ADR   2017-06-09 2019-12-18
1133. BARCLAYS PLC ADR   2018-06-26 2020-03-25
915. BARCLAYS PLC ADR   2017-10-27 2020-06-02
1624. BARCLAYS PLC ADR   2017-10-27 2020-06-04
1237. BARCLAYS PLC ADR   2017-10-27 2020-06-18
1104. BARCLAYS PLC ADR   2018-08-31 2020-06-22
1108. BARCLAYS PLC ADR   2018-08-31 2020-07-22
15. BAXTER INTL INC   2019-01-24 2020-05-13
879. BAYER A G 00   2019-07-09 2020-07-13
148. BAYER A G 00   2019-07-09 2020-07-22
102. BEACON ROOFING SUPPLY INC COM   2018-06-05 2019-11-15
111. BEACON ROOFING SUPPLY INC COM   2018-06-05 2020-02-21
122. BEACON ROOFING SUPPLY INC COM   2018-05-24 2020-05-26
11. BECTON DICKINSON & CO   2019-01-24 2020-05-13
21. BERKSHIRE HATHAWAY INC-CL B   2019-09-27 2020-01-03
76. BERKSHIRE HATHAWAY INC-CL B   2019-01-24 2020-05-13
43. BERKSHIRE HATHAWAY INC-CL B   2019-01-24 2020-06-24
8. BEST BUY INC   2014-12-17 2020-01-03
10. BEST BUY INC   2014-12-17 2020-05-13
228. ADR BIDVEST GROUP LTD SPONSORED ADR 2008ADR   2017-10-02 2019-08-13
5. BIOGEN INC COMMON STOCK   2011-08-04 2019-12-16
1. BIOGEN INC COMMON STOCK   2011-08-04 2020-01-03
7. BIOGEN INC COMMON STOCK   2011-08-04 2020-05-13
12. BIOGEN INC COMMON STOCK   2011-08-04 2020-06-24
15. BLACKBAUD INC COM   2011-03-15 2019-08-12
103. BLACKBAUD INC COM   2019-04-03 2020-05-26
3. BLACKROCK INC CL A   2010-06-14 2019-09-27
7. BLACKROCK INC CL A   2010-06-14 2020-05-13
65000. BLACKROCK INC 5% DUE 12-10-2019   2013-05-01 2019-12-10
112. H & R BLOCK INC   2015-02-18 2020-05-13
5. BOEING CO   2019-09-27 2020-01-03
1. BOEING CO   2019-09-27 2020-05-13
20. BOEING CO   2019-01-24 2020-05-13
9. BOEING CO   2013-01-10 2020-06-24
75000. BOEING CO 3.2% DUE 03-01-2029   2019-02-13 2019-09-24
1. BOOKING HLDGS INC COM   2010-11-30 2019-09-27
13. BOOKING HLDGS INC COM   2019-07-17 2020-03-20
1. BOOKING HLDGS INC COM   2010-11-30 2020-05-06
1. BOOKING HLDGS INC COM   2010-11-30 2020-05-13
1. BOOKING HLDGS INC COM   2010-11-30 2020-06-24
31. BORG WARNER AUTOMOTIVE INC   2017-11-07 2019-09-27
635. BORG WARNER AUTOMOTIVE INC   2018-01-12 2020-06-02
13. BSTN PPTYS INC   2015-10-01 2020-05-13
55. BOSTON SCIENTIFIC CORP   2019-01-24 2020-05-13
15. BRISTOL MYERS SQUIBB CO   2014-12-17 2020-01-03
90. BRISTOL MYERS SQUIBB CO   2014-12-17 2020-05-13
86. BRISTOL MYERS SQUIBB CO   2014-12-17 2020-06-24
392. BRISTOL MYERS SQUIBB CO CONTINGENT VALUE RIGHTS   2019-11-21 2019-11-22
164. BRITISH AMERN TOB PLC SPONSORED ADR   2017-09-20 2019-08-07
375. BRITISH AMERN TOB PLC SPONSORED ADR   2018-03-23 2019-08-14
230. BRITISH AMERN TOB PLC SPONSORED ADR   2018-03-23 2020-03-02
124. BRITISH AMERN TOB PLC SPONSORED ADR   2018-05-25 2020-03-05
327. BRITISH AMERN TOB PLC SPONSORED ADR   2018-05-25 2020-04-16
164. BRITISH AMERN TOB PLC SPONSORED ADR   2013-09-04 2020-06-02
166. BRITISH AMERN TOB PLC SPONSORED ADR   2018-10-12 2020-07-22
3. BROADCOM INC COM   2018-11-16 2020-05-06
15. BROADCOM INC COM   2018-11-16 2020-05-13
5. BROADCOM INC COM   2014-12-17 2020-06-24
8. BROWN FORMAN CORP 00   2019-09-27 2020-06-24
49. BROWN FORMAN CORP 00   2014-12-17 2020-06-24
8. CBOE GLOBAL MARKETS INC   2019-01-24 2020-01-03
10. CBRE GROUP INC CL A CL A   2012-03-09 2019-10-18
20. CBRE GROUP INC CL A CL A   2019-12-16 2020-05-13
8. CDW CORP COM   2019-09-27 2020-05-13
20. CF INDS HLDGS INC COM   2014-12-17 2020-05-13
13. C H ROBINSON WORLDWIDE INC COM NEW COM NEW   2019-01-24 2020-01-03
8. CIGNA CORP NEW COM   2019-01-24 2020-01-03
14. CIGNA CORP NEW COM   2019-01-24 2020-05-13
9. CIGNA CORP NEW COM   2014-12-17 2020-06-24
18. CME GROUP INC   2019-01-24 2020-05-13
30. CMS ENERGY CORP   2019-01-24 2020-05-13
74. CNOOC LTD SPND ADR 00   2018-04-06 2019-08-13
367. CNOOC LTD SPND ADR 00   2019-01-22 2020-05-06
22. CSX CORP   2019-01-24 2020-01-03
29. CSX CORP   2019-01-24 2020-05-13
21. CSX CORP   2014-12-17 2020-06-24
12. CVS CORP   2014-12-17 2020-01-03
49. CVS CORP   2014-12-17 2020-05-13
22. CVS CORP   2014-12-17 2020-06-24
289. CABOT CORP   2013-09-24 2020-04-09
26. CABOT OIL & GAS CORP CL A   2014-12-17 2020-05-13
19. CADENCE DESIGN SYS INC   2019-01-24 2019-09-27
13. CADENCE DESIGN SYS INC   2019-01-24 2020-05-13
412.43 CADENCE BANCORPORATION CL A CL A   2011-08-26 2019-11-05
458.57 CADENCE BANCORPORATION CL A CL A   2019-07-22 2019-11-05
6115. ADR CAIXABANK ADR   2018-06-11 2020-07-22
9. CAMPBELL SOUP CO   2015-02-18 2020-05-13
81. CAMPBELL SOUP CO   2015-02-18 2020-06-24
160. CDN IMPERIAL BK COMM TORONTO ONT COM STKCOM   2017-09-13 2020-06-02
134. CDN IMPERIAL BK COMM TORONTO ONT COM STKCOM   2018-12-12 2020-06-11
132. CDN IMPERIAL BK COMM TORONTO ONT COM STKCOM   2018-12-12 2020-06-25
6. CANADIAN NATL RY CO COM   2011-05-02 2019-10-22
592. CANADIAN NATL RY CO COM   2011-05-02 2020-05-07
11. CAPITAL ONE FINL CORP   2019-01-24 2020-01-03
17. CAPITAL ONE FINL CORP   2019-01-24 2020-05-13
110. ADR CARNIVAL PLC ADR   2018-04-27 2019-08-29
323. ADR CARNIVAL PLC ADR   2018-06-26 2019-09-05
2549. CARREFOUR SA SPONSORED ADR   2019-03-15 2020-03-19
2935. CARREFOUR SA SPONSORED ADR   2019-03-27 2020-04-16
1114. CARREFOUR SA SPONSORED ADR   2019-05-22 2020-07-22
33. CARRIER GLOBAL CORPORATION COM USD0.01 WI   2018-11-28 2020-05-13
32. CASEYS GEN STORES INC   2018-10-11 2019-11-19
62. CASEYS GEN STORES INC   2011-03-15 2020-02-21
61. CASEYS GEN STORES INC   2019-03-01 2020-03-19
63. CASS INFORMATION SYS INC COM   2014-05-05 2019-11-15
15. CATERPILLAR INC   2019-01-24 2019-09-27
10. CATERPILLAR INC   2019-01-24 2020-01-03
2. CATERPILLAR INC   2014-12-17 2020-01-03
20. CATERPILLAR INC   2014-12-17 2020-05-13
17. CATERPILLAR INC   2014-12-17 2020-06-24
8. CELANESE CORP DEL COM SER A STK   2019-01-24 2020-01-03
367. CELGENE CORP   2009-04-01 2019-11-21
25. CELGENE CORP   2019-01-24 2019-11-21
.5 CENTENE CORP DEL COM   2018-11-16 2020-02-14
12. CENTENE CORP DEL COM   2018-11-16 2020-05-13
45. CENTERPOINT ENERGY INC COM   2019-01-24 2020-05-13
103. CENTRAL GARDEN & PET CO   2019-01-23 2019-10-10
95. CENTRAL GARDEN & PET CO   2019-01-25 2020-03-25
46. CENTRAL GARDEN & PET CO   2019-01-25 2020-05-26
49. CENTURYTEL INC   2015-10-01 2020-05-06
51. CENTURYTEL INC   2015-10-01 2020-05-13
12. CERNER CORP   2014-12-17 2020-05-13
5. CHARTER COMMUNICATIONS INC NEW CL A CL AA(POST SPLIT)   2019-01-24 2019-09-27
3. CHARTER COMMUNICATIONS INC NEW CL A CL AA(POST SPLIT)   2014-12-17 2019-09-27
6. CHARTER COMMUNICATIONS INC NEW CL A CL AA(POST SPLIT)   2014-12-17 2020-01-03
7. CHARTER COMMUNICATIONS INC NEW CL A CL AA(POST SPLIT)   2014-12-17 2020-05-13
5. CHARTER COMMUNICATIONS INC NEW CL A CL AA(POST SPLIT)   2014-12-17 2020-06-24
34. CHEVRONTEXACO CORP   2019-01-24 2020-01-03
60. CHEVRONTEXACO CORP   2019-01-24 2020-05-13
58. CHEVRONTEXACO CORP   2009-09-11 2020-06-24
1707. ADR CHINA CONSTR BK CORP ADR   2017-07-05 2019-08-13
3357. ADR CHINA CONSTR BK CORP ADR   2019-01-22 2020-03-23
1121. ADR CHINA CONSTR BK CORP ADR   2016-09-02 2020-03-30
191.99979 CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-04-03 2019-08-13
67.00021 CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-06-09 2019-08-13
470. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2014-08-13 2020-03-05
181. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2016-02-03 2020-03-13
158. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2016-02-03 2020-03-19
185. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2016-02-03 2020-03-25
819. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-07-25 2020-03-30
411. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-06-28 2020-04-07
238. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-06-28 2020-04-21
226. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-07-05 2020-04-28
322. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2017-11-03 2020-05-04
248. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-03-02 2020-05-06
98. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-06-20 2020-05-07
198. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-06-26 2020-05-07
334. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-12-19 2020-05-11
256. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-12-19 2020-05-12
731. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2018-02-12 2020-05-21
17. CHINA MOBILE HONG KONG LTD SPONSORED ADR   2019-03-27 2020-06-01
950. ADR CHINA SHENHUA ENERGY CO LTD ADR   2018-04-12 2019-08-13
317. ADR CHINA MERCHANTS BK CO LTD   2019-05-16 2019-08-13
1. CHIPOTLE MEXICAN GRILL INC COM STK   2014-12-17 2020-05-13
51. CHOICE HOTELS INTL INC COM   2018-07-24 2019-12-16
27. CHOICE HOTELS INTL INC COM   2018-07-24 2020-03-25
3. ADR CHUGAI PHARMACEUTICALS CO LTD   2019-03-07 2019-10-22
118. ADR CHUGAI PHARMACEUTICALS CO LTD   2019-03-07 2020-04-07
6. CHURCH & DWIGHT INC   2016-01-04 2020-05-13
2470. ADR CIELO S A SPONSORED ADR   2016-09-02 2019-08-13
18741. ADR CIELO S A SPONSORED ADR   2019-01-22 2020-07-06
45. CIMAREX ENERGY CO COM   2014-12-17 2020-05-06
12. CINCINNATI FINANCIAL CORP   2019-01-24 2020-05-06
58. CISCO SYS INC   2019-01-24 2019-09-27
7. CISCO SYS INC   2019-01-24 2020-01-03
35. CISCO SYS INC   2012-07-17 2020-01-03
164. CISCO SYS INC   2012-07-17 2020-05-13
83. CISCO SYS INC   2012-07-17 2020-06-24
7. CINTAS CORP   2019-01-24 2019-09-27
3. CINTAS CORP   2019-01-24 2020-05-13
31. CITIGROUP INC COM NEW COM NEW   2014-07-15 2019-09-27
41. CITIGROUP INC COM NEW COM NEW   2014-07-15 2019-12-16
23. CITIGROUP INC COM NEW COM NEW   2014-07-15 2020-01-03
83. CITIGROUP INC COM NEW COM NEW   2014-07-15 2020-05-13
94. CITIGROUP INC COM NEW COM NEW   2014-07-15 2020-06-24
7. CITRIX SYS INC   2014-12-17 2020-05-13
269. ADR CLICKS GROUP LTD SPONSORED ADR   2017-06-09 2019-08-13
631. ADR CLICKS GROUP LTD SPONSORED ADR   2017-06-09 2019-08-15
1158. ADR CLICKS GROUP LTD SPONSORED ADR   2016-09-02 2019-10-21
255. ADR CLICKS GROUP LTD SPONSORED ADR   2019-01-22 2019-10-21
4. CLOROX CO   2014-12-17 2020-05-06
4. CLOROX CO   2014-12-17 2020-05-13
154. COCA COLA CO   2019-01-24 2020-05-13
71. COCA COLA CO   2019-01-24 2020-06-24
100000. COCA COLA CO FIXED 2.125% DUE 09-06-2029   2019-09-04 2020-04-17
3. COGNIZANT TECHNOLOGY SOLUTION CL A   2014-12-17 2020-01-03
20. COGNIZANT TECHNOLOGY SOLUTION CL A   2019-01-24 2020-01-03
21. COGNIZANT TECHNOLOGY SOLUTION CL A   2014-12-17 2020-05-13
13. COLGATE PALMOLIVE CO   2014-12-17 2020-05-06
33. COLGATE PALMOLIVE CO   2014-12-17 2020-05-13
56. COLUMBIA SPORTSWEAR CO   2012-08-07 2020-03-25
16. COLUMBIA SPORTSWEAR CO   2012-04-24 2020-07-20
21. COMCAST CORP NEW CL A   2019-01-24 2020-01-03
176. COMCAST CORP NEW CL A   2019-01-24 2020-05-13
113. COMCAST CORP NEW CL A   2014-12-17 2020-06-24
100000. COMCAST CORP NEW 2.65% DUE 02-01-2030   2019-10-29 2020-05-20
2400. ADR COMMERCIAL INTL BK EGYPT S A E AMERNDEPOSITORY RCPT   2018-02-15 2019-08-13
2503. ADR COMMERCIAL INTL BK EGYPT S A E AMERNDEPOSITORY RCPT   2018-02-15 2019-09-05
922. ADR COMPAGNIE FINANCIERE RICHEMONT AG SWITZ ADR   2020-01-28 2020-07-16
675. ADR COMPAGNIE FINANCIERE RICHEMONT AG SWITZ ADR   2020-01-28 2020-07-22
223. ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT)   2020-05-05 2020-07-22
22. CONAGRA INC   2014-06-25 2020-05-13
12. CONCHO RES INC COM STK   2018-11-16 2020-05-13
19. CONOCOPHILLIPS   2014-12-17 2019-12-16
16. CONOCOPHILLIPS   2014-12-17 2020-01-03
42. CONOCOPHILLIPS   2014-12-17 2020-05-13
34. CONOCOPHILLIPS   2014-12-17 2020-06-24
13. CONSOLIDATED EDISON INC COM   2019-03-15 2020-05-13
6. CONSTELLATION BRANDS INC CL A   2019-01-24 2020-05-13
4. COOPER COS INC NEW   2016-12-15 2020-01-03
205. CORELOGIC INC-W/I COM STK   2019-01-25 2020-02-21
199. CORELOGIC INC-W/I COM STK   2019-01-25 2020-05-26
145. CORELOGIC INC-W/I COM STK   2015-03-03 2020-07-20
32. CORNING INC   2014-12-17 2020-05-13
42. CORTEVA INC COM USD0.01 WI   2019-06-18 2019-09-27
16.66 CORTEVA INC COM USD0.01 WI   2014-12-17 2020-05-13
19.34 CORTEVA INC COM USD0.01 WI   2019-06-18 2020-05-13
10. COSTCO WHSL CORP NEW   2019-01-24 2020-01-03
11. COSTCO WHSL CORP NEW   2019-01-24 2020-05-13
8. COSTCO WHSL CORP NEW   2009-02-13 2020-06-24
.98 COTY INC COM CL A COM CL A   2016-10-13 2020-01-02
154. COTY INC COM CL A COM CL A   2016-10-13 2020-05-13
538. COVETRUS INC COM NPV   2019-06-13 2020-03-04
16. CROWN CASTLE INTL CORP NEW COM   2014-12-17 2020-05-13
10. CUMMINS ENGINE INC   2010-02-09 2019-11-13
8. CUMMINS ENGINE INC   2009-10-30 2020-05-13
13. DBS GROUP HOLDINGS LTD-SPONSORED ADR   2018-10-08 2019-10-22
47. D R HORTON INC   2011-04-04 2019-10-18
38. D R HORTON INC   2011-04-04 2019-11-13
13. DTE ENERGY CO   2019-03-15 2020-05-13
32. DXC TECHNOLOGY CO COM   2018-06-18 2020-05-13
24. DANAHER CORP   2019-01-24 2020-05-13
13. DANAHER CORP   2019-01-24 2020-06-24
515. ADR DANONE SPONSORED ADR   2019-02-13 2019-08-01
777. ADR DANONE SPONSORED ADR   2019-02-13 2020-04-16
285. ADR DANONE SPONSORED ADR   2019-02-04 2020-07-22
23. DAVITA INC   2015-02-18 2019-09-27
9. DAVITA INC   2015-02-18 2020-05-13
6. DEERE & CO   2019-01-24 2019-09-27
18. DEERE & CO   2019-01-24 2020-05-13
90000. DEERE JOHN CAP 2.25% DUE 09-14-2026   2019-09-09 2020-03-05
24. DELTA AIR LINES INC DEL COM NEW COM NEW   2014-12-17 2020-05-13
999. ADR DENTSU GROUP INC UNSP ADS EACH REP 1 ORD SHS   2019-01-23 2020-03-23
472. ADR DENTSU GROUP INC UNSP ADS EACH REP 1 ORD SHS   2019-07-19 2020-03-23
16. DENTSPLY SIRONA INC COM   2015-02-18 2020-05-06
287. DEUTSCHE POST AG SPONSORED ADR   2018-07-09 2020-07-15
154. DEUTSCHE POST AG SPONSORED ADR   2018-07-09 2020-07-22
265. DEUTSCHE POST AG SPONSORED ADR   2018-07-09 2020-07-29
36. DEVON ENERGY CORP NEW   2014-12-17 2019-09-27
41. DEVON ENERGY CORP NEW   2014-12-17 2020-05-13
3. ADR DIAGEO PLC SPONSORED ADR NEW   2019-03-06 2019-10-22
132. ADR DIAGEO PLC SPONSORED ADR NEW   2020-03-30 2020-05-20
7. ADR DIAGEO PLC SPONSORED ADR NEW   2019-03-06 2020-06-01
40. DIAMONDBACK ENERGY INC COM   2019-01-24 2020-06-24
9. DIGITAL RLTY TR INC COM   2020-05-06 2020-05-13
17. WALT DISNEY CO   2019-09-27 2020-01-03
54. WALT DISNEY CO   2017-11-07 2020-05-13
15. WALT DISNEY CO   2019-09-27 2020-05-13
34. WALT DISNEY CO   2016-10-13 2020-06-24
100000. DISNEY WALT CO 2% DUE 09-01-2029   2019-09-03 2020-06-05
13. DISCOVER FINL SVCS COM STK   2014-12-17 2020-01-03
13. DISCOVER FINL SVCS COM STK   2014-12-17 2020-05-13
27. DISCOVERY INC COM USD0.01 SERIES C C COM SER C   2019-01-24 2019-09-27
8. DISCOVERY INC COM USD0.01 SERIES C C COM SER C   2019-01-24 2020-01-03
9. DISCOVERY INC COM USD0.01 SERIES C C COM SER C   2018-06-18 2020-01-03
36. DISCOVERY INC COM USD0.01 SERIES C C COM SER C   2018-06-18 2020-05-13
.63 #REORG/DISH NETWORK CORPORATION COM WORTHLESS SECURITY 12-17-2019   2017-03-31 2019-11-25
87. DOLLAR GEN CORP NEW COM   2019-07-17 2020-01-08
14. DOLLAR GEN CORP NEW COM   2019-03-15 2020-05-13
6. DOLLAR GEN CORP NEW COM   2014-12-17 2020-06-24
15. DOLLAR TREE INC COM STK   2019-01-24 2020-05-13
29. DOMINION RES INC VA NEW   2014-12-17 2020-05-13
29. DORMAN PRODS INC COM   2019-03-01 2020-05-26
10. DOVER CORP   2014-08-05 2019-10-18
60. DOVER CORP   2015-02-18 2020-06-24
24. DOW INC COM USD0.01 WI   2018-11-16 2020-01-03
29. DOW INC COM USD0.01 WI   2018-11-16 2020-05-13
40. DRIL-QUIP INC   2011-07-26 2020-07-20
21. DUKE RLTY CORP COM NEW REIT   2019-01-24 2020-05-06
26. DUKE ENERGY CORP NEW COM NEW COM NEW   2019-01-24 2020-05-13
60000. DUKE ENERGY PROGRESS LLC 3.45% 03-15-2029   2019-03-04 2020-03-05
14. DUPONT DE NEMOURS INC COMMON STOCK   2018-11-16 2019-09-27
12. DUPONT DE NEMOURS INC COMMON STOCK   2018-11-16 2020-05-06
26. DUPONT DE NEMOURS INC COMMON STOCK   2018-11-16 2020-05-13
23. EOG RES INC   2019-01-24 2020-05-13
251. ADR ENN ENERGY HLDGS LTD ADR   2017-05-22 2019-08-13
487. ADR ENN ENERGY HLDGS LTD ADR   2018-10-04 2019-11-01
403. ADR ENN ENERGY HLDGS LTD ADR   2019-01-22 2020-06-18
29. E TRADE FINL CORP FORMERLY E TRADE GROUPINC TO 10/01/2003 COM NEW   2015-02-18 2020-05-13
147. ADR EAST JAPAN RY CO ADR   2018-03-12 2019-10-15
999. ADR EAST JAPAN RY CO ADR   2018-03-12 2019-10-16
36. ADR EAST JAPAN RY CO ADR   2014-11-04 2019-12-02
980. ADR EAST JAPAN RY CO ADR   2014-09-24 2019-12-03
714. ADR EAST JAPAN RY CO ADR   2019-01-10 2020-01-30
773. ADR EAST JAPAN RY CO ADR   2014-09-24 2020-01-31
1504. ADR EAST JAPAN RY CO ADR   2014-09-24 2020-02-26
773. ADR EAST JAPAN RY CO ADR   2014-09-24 2020-03-02
14. EASTMAN CHEM CO   2010-02-09 2019-10-18
38. EBAY INC   2014-12-17 2020-01-03
29. EBAY INC   2014-12-17 2020-05-13
68. EBAY INC   2014-12-17 2020-06-24
6. ECOLAB INC   2015-02-18 2020-05-13
8. ECOLAB INC   2014-12-17 2020-06-24
4. EDWARDS LIFESCIENCES CORP   2019-01-24 2020-05-06
8. EDWARDS LIFESCIENCES CORP   2019-01-24 2020-05-13
14. EDWARDS LIFESCIENCES CORP   2013-06-14 2020-06-24
10. ELECTRONIC ARTS   2014-12-17 2020-05-13
18. EMERGENT BIOSOLUTIONS INC COM   2018-11-01 2020-05-26
134. EMERGENT BIOSOLUTIONS INC COM   2019-01-17 2020-07-20
15. EMERSON ELECTRIC CO   2019-01-24 2020-01-03
23. EMERSON ELECTRIC CO   2019-01-24 2020-05-13
191. ADR ENEL SOCIETA PER AZIONI ADR   2020-06-22 2020-07-22
37. ENVESTNET INC COM STK   2017-09-22 2019-11-15
26. ENVESTNET INC COM STK   2019-04-03 2020-07-20
31. EPLUS INC COM   2017-10-03 2019-11-15
61. EPLUS INC COM   2017-10-03 2020-05-26
52. ADR EPIROC AB UNSPON ADS EACH REP 1 ORD SHS   2019-03-27 2020-06-01
7. EQUIFAX INC   2014-12-17 2020-06-24
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30. ESSEX PPTY TR INC   2015-02-18 2020-06-24
29. EVERGY INC COM NPV   2019-01-24 2020-01-03
92. EVERGY INC COM NPV   2019-01-24 2020-05-13
43. EXELON CORP   2019-01-24 2020-05-13
12. EXPEDITORS INTL WASH INC   2019-06-18 2020-01-03
27. EXPEDITORS INTL WASH INC   2019-06-18 2020-06-24
31. EXPONENT INC COM STK   2011-03-15 2019-08-20
83. EXPONENT INC COM STK   2011-03-15 2019-09-30
78. EXPONENT INC COM STK   2011-03-15 2020-02-21
28. EXPONENT INC COM STK   2019-05-07 2020-07-20
75. EXXON MOBIL CORP   2014-12-17 2020-01-03
160. EXXON MOBIL CORP   2014-12-17 2020-05-13
106. EXXON MOBIL CORP   2014-12-17 2020-06-24
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92. FACEBOOK INC COM USD0.000006 CL 'A'   2019-01-24 2020-05-13
48. FACEBOOK INC COM USD0.000006 CL 'A'   2013-01-29 2020-06-24
412. FANUC CORPORATION   2018-08-01 2019-08-01
41. FANUC CORPORATION   2018-07-31 2019-08-01
6. FANUC CORPORATION   2013-03-14 2019-10-22
544. FANUC CORPORATION   2018-08-01 2020-05-12
208. FANUC CORPORATION   2018-08-01 2020-05-13
30. FANUC CORPORATION   2013-03-14 2020-06-01
303. FANUC CORPORATION   2018-08-01 2020-06-09
423. FANUC CORPORATION   2018-08-01 2020-06-10
424. FANUC CORPORATION   2018-09-11 2020-07-22
42. FASTENAL CO   2019-01-24 2020-01-03
34. FASTENAL CO   2019-01-24 2020-06-24
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100000. FEDERAL HOME LN MTG CORP .000001% 04-23-2020   2018-05-18 2019-10-03
5. FEDEX CORP   2014-12-17 2020-05-13
28. FIDELITY NAT'L INFORMATION SERVICES INC   2019-09-27 2020-05-13
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65. FIFTH THIRD BANCORP   2019-06-18 2020-05-13
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28. FISERV INC   2019-09-27 2020-05-13
15. FISERV INC   2019-09-27 2020-06-24
22. FIRSTENERGY CORP   2019-01-24 2020-05-13
9178. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2013-03-13 2020-06-24
1222. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD   2013-03-13 2020-06-24
1900. MFC FLEXSHARES TR GLOBAL QUALITY REAL ESTATE INDEX FD   2018-05-14 2020-05-13
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1709. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD   2019-06-20 2020-06-24
391. MFC FLEXSHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD   2019-06-20 2020-06-24
85. FLOWSERVE CORP   2019-01-24 2020-05-13
64. FOOT LOCKER INC   2016-12-15 2019-09-27
170. FORD MOTOR CO DEL   2014-12-17 2020-05-13
12. FORTINET INC COM   2018-11-16 2020-01-03
4. FORTINET INC COM   2018-11-16 2020-05-13
8. FORTINET INC COM   2018-11-16 2020-06-24
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38. FORWARD AIR CORP   2018-07-24 2019-11-15
15. FORWARD AIR CORP   2019-06-13 2020-07-20
183. FRANKLIN RESOURCES INC   2019-01-24 2020-06-24
57. FREEPORT MCMORAN C & G CL B COM STK   2015-02-18 2020-05-06
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50. FRONTDOOR INC COM   2019-06-13 2019-08-20
30. FRONTDOOR INC COM   2019-06-13 2019-08-21
97. FRONTDOOR INC COM   2018-10-11 2020-02-21
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18. GATX CORP   2010-02-09 2020-04-09
133. GAP INC COM   2019-01-24 2020-06-24
1004. GAZPROM O A O SPONSORED ADR   2016-09-02 2019-08-13
1450. GAZPROM O A O SPONSORED ADR   2016-09-02 2019-12-09
1180. GAZPROM O A O SPONSORED ADR   2019-01-22 2020-07-10
5059. GAZPROM O A O SPONSORED ADR   2019-03-15 2020-07-13
46. GENERAC HLDGS INC COM STK   2018-08-23 2020-02-18
75. GENERAC HLDGS INC COM STK   2018-08-23 2020-04-29
34. GENERAC HLDGS INC COM STK   2018-08-23 2020-06-15
58. GENERAC HLDGS INC COM STK   2018-08-23 2020-06-25
15. GENERAL DYNAMICS CORP   2019-01-24 2019-09-27
14. GENERAL DYNAMICS CORP   2014-12-17 2019-09-27
10. GENERAL DYNAMICS CORP   2014-12-17 2020-05-13
75. GENERAL ELECTRIC CO   2013-01-10 2020-01-03
339. GENERAL ELECTRIC CO   2013-01-10 2020-05-13
162. GENERAL ELECTRIC CO   2009-05-14 2020-06-24
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21. GENERAL MILLS INC   2014-12-17 2020-05-13
29. GEN MTRS CO COM   2019-01-24 2019-09-27
59. GEN MTRS CO COM   2019-01-24 2020-05-13
12. GENUINE PARTS CO   2019-01-24 2019-09-27
46. GILEAD SCIENCES INC   2019-01-24 2020-01-03
25. GILEAD SCIENCES INC   2019-01-24 2020-05-13
30. GILEAD SCIENCES INC   2012-11-15 2020-06-24
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366. GILDAN ACTIVEWEAR INC CLASS A COM   2017-11-03 2019-10-11
540. GILDAN ACTIVEWEAR INC CLASS A COM   2017-01-18 2019-11-19
283. GILDAN ACTIVEWEAR INC CLASS A COM   2017-01-18 2020-02-05
529. GILDAN ACTIVEWEAR INC CLASS A COM   2017-02-03 2020-02-20
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.91 GLOBAL PMTS INC   2016-07-11 2019-09-18
129. GLOBAL PMTS INC   2016-05-10 2019-10-18
134. GLOBAL PMTS INC   2016-05-04 2020-04-09
1. GLOBAL PMTS INC   2016-07-11 2020-05-13
8. GLOBAL PMTS INC   2019-09-27 2020-05-13
38. GLOBAL PMTS INC   2012-07-06 2020-05-22
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10. GOLDMAN SACHS GROUP INC   2019-03-15 2019-09-27
6. GOLDMAN SACHS GROUP INC   2008-12-16 2020-01-03
12. GOLDMAN SACHS GROUP INC   2008-12-16 2020-05-13
11. GOLDMAN SACHS GROUP INC   2008-12-16 2020-06-24
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120000. GOLDMAN SACHS 3.75% DUE 05-22-2025   2016-05-27 2020-02-05
59. ADR GRIFOLS S A SPONSORED ADR REPSTG 1/2CL B NON VTG NEW   2015-11-12 2019-10-22
880. ADR GRIFOLS S A SPONSORED ADR REPSTG 1/2CL B NON VTG NEW   2015-11-12 2019-12-11
1458. ADR GRIFOLS S A SPONSORED ADR REPSTG 1/2CL B NON VTG NEW   2016-08-03 2019-12-12
75. ADR GRUPO FINANCIERO BANORTE S A B DE C   2020-02-12 2020-07-22
12. HCA HEALTHCARE INC COM   2019-01-24 2020-05-13
28. ADR HDFC BK LTD ADR REPSTG 3 SHS   2017-07-03 2019-10-22
11. ADR HDFC BK LTD ADR REPSTG 3 SHS   2017-07-03 2020-06-01
35. HSBC HLDGS PLC SPONS ADR NEW   2016-12-13 2019-10-22
1375. HSBC HLDGS PLC SPONS ADR NEW   2016-12-13 2020-03-23
1739. HSBC HLDGS PLC SPONS ADR NEW   2019-12-12 2020-03-23
90000. HSBC HLDGS PLC 4 DUE 03-30-2022   2018-08-21 2020-02-24
43. HP INC COM   2019-01-24 2019-12-16
72. HP INC COM   2019-01-24 2020-05-13
14. HARLEY DAVIDSON INC   2014-12-17 2019-09-27
87. HARLEY DAVIDSON INC   2014-12-17 2020-06-24
65. HELMERICH & PAYNE INC   2015-02-18 2020-06-24
207. ADR HENGAN INTL GROUP CO LTD ADR   2017-08-03 2019-08-13
244. ADR HENGAN INTL GROUP CO LTD ADR   2017-08-03 2020-03-30
4. HERSHEY FOODS CORP   2019-03-15 2020-05-06
5. HERSHEY FOODS CORP   2019-03-15 2020-05-13
100000. HERSHEY CO 2.05% DUE 11-15-2024   2019-10-28 2020-05-27
19. HESS CORP COM STK   2014-12-17 2020-05-13
55. HEWLETT PACKARD ENTERPRISE CO COM   2012-04-24 2020-01-03
19. HILTON WORLDWIDE HLDGS INC COM NEW COM NEW   2018-06-18 2019-09-27
26. HILTON WORLDWIDE HLDGS INC COM NEW COM NEW   2018-06-18 2020-05-13
13. HOLLYFRONTIER CORP COM   2018-06-18 2020-01-03
18. HOLLYFRONTIER CORP COM   2018-06-18 2020-05-13
13. HOLOGIC INC COM   2016-07-11 2020-05-13
15. HOME DEPOT INC   2019-01-24 2020-01-03
43. HOME DEPOT INC   2019-01-24 2020-05-13
28. HOME DEPOT INC   2014-12-17 2020-06-24
25. HONEYWELL INTL INC   2014-12-17 2020-01-03
15. HONEYWELL INTL INC   2019-01-24 2020-01-03
26. HONEYWELL INTL INC   2020-05-06 2020-05-13
21. HONEYWELL INTL INC   2014-12-17 2020-06-24
100000. HONEYWELL INTL INC 2.7% DUE 08-15-2029   2019-07-31 2019-10-24
82. HOST MARRIOTT CORP NEW REIT   2019-01-24 2020-05-13
13. HOULIHAN LOKEY INC CL A CL A   2018-06-22 2020-04-09
45. HOWMET AEROSPACE INC COM USD1.00 WI   2017-03-31 2020-05-13
5. HUMANA INC   2014-12-17 2020-05-13
16. J B HUNT TRANS SVCS INC   2018-06-18 2020-05-06
123. HUNTINGTON BANCSHARES INC   2019-01-24 2020-05-13
157. HUNTINGTON BANCSHARES INC   2019-01-24 2020-06-24
1. HURON CONSULTING GROUP INC COM STK   2014-09-09 2019-08-20
48. HURON CONSULTING GROUP INC COM STK   2014-09-09 2019-08-21
3. IPG PHOTONICS CORP COM   2018-06-18 2020-05-06
164. ADR ICICI BK LTD   2016-12-14 2019-10-22
66. ADR ICICI BK LTD   2016-12-14 2020-06-01
6. IDEXX LABS INC   2019-06-18 2020-01-03
1. IDEXX LABS INC   2019-06-18 2020-05-13
1. IDEXX LABS INC   2017-03-31 2020-05-13
16. ILLINOIS TOOL WORKS INC   2014-12-17 2020-05-13
3. ILLUMINA INC   2019-01-24 2020-05-13
3. ILLUMINA INC   2019-06-18 2020-05-13
7. INCYTE GENOMICS INC   2017-03-31 2020-05-13
286. INFINEON TECHNOLOGIES AG SPONSORED ADR   2020-02-25 2020-07-22
1663. INFOSYS TECHNOLOGIES LTD SPONSORED ADR   2018-02-12 2019-08-13
1072. ADR ING GROEP N V SPONSORED ADR   2018-12-11 2020-07-22
.12 INGERSOLL RAND INC COM   2014-12-17 2020-03-02
54. INTEGRA LIFESCIENCES CORP HLDGS NEW   2019-05-17 2020-05-26
51. INTEL CORP   2019-01-24 2019-09-27
41. INTEL CORP   2019-01-24 2019-12-16
24. INTEL CORP   2013-02-04 2020-01-03
53. INTEL CORP   2019-01-24 2020-01-03
135. INTEL CORP   2013-02-04 2020-05-13
142. INTEL CORP   2013-02-04 2020-06-24
17. INTERCONTINENTAL EXCHANGE INC COM COM   2010-02-09 2019-10-18
28. INTERCONTINENTAL EXCHANGE INC COM COM   2016-01-04 2020-05-13
59. INTERCONTINENTAL EXCHANGE INC COM COM   2010-02-09 2020-05-20
16. INTL BUSINESS MACHINES CORP   2014-12-17 2020-01-03
34. INTL BUSINESS MACHINES CORP   2014-12-17 2020-05-13
17. INTL BUSINESS MACHINES CORP   2014-12-17 2020-06-24
100000. INTERNATIONAL BUSINESS MACHS CORP 3.5% 05-15-2029 REG   2019-05-08 2019-09-05
942. ADR INTERNATIONAL CONS AIRLS GROUP SA SPONSORED ADR   2020-06-02 2020-06-18
201. ADR INTERNATIONAL CONS AIRLS GROUP SA SPONSORED ADR   2020-06-02 2020-07-22
17. INTERNATIONAL PAPER CO   2014-12-17 2020-05-13
53. INTUIT   2010-02-09 2019-09-16
2. INTUIT   2019-06-18 2020-05-06
3. INTUIT   2019-06-18 2020-05-13
7. INTUIT   2019-01-24 2020-05-13
49. INTUIT   2010-02-09 2020-06-02
2. INTUITIVE SURGICAL INC COM NEW STK   2019-06-18 2020-01-03
2. INTUITIVE SURGICAL INC COM NEW STK   2009-08-24 2020-05-13
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6. IQVIA HLDGS INC COM USD0.01   2019-09-27 2020-05-13
3. IQVIA HLDGS INC COM USD0.01   2019-09-27 2020-06-24
3. IQVIA HLDGS INC COM USD0.01   2019-06-18 2020-06-24
28. IRON MTN INC NEW COM   2016-12-15 2020-05-13
3. J & J SNACK FOODS CORP COM STK NPV   2018-07-24 2019-08-20
26. J & J SNACK FOODS CORP COM STK NPV   2018-07-24 2019-08-21
15. J & J SNACK FOODS CORP COM STK NPV   2018-10-22 2020-05-26
53. J P MORGAN CHASE & CO   2019-01-24 2019-09-27
32. J P MORGAN CHASE & CO   2019-01-24 2019-12-16
11. J P MORGAN CHASE & CO   2011-03-21 2020-01-03
20. J P MORGAN CHASE & CO   2019-01-24 2020-01-03
122. J P MORGAN CHASE & CO   2011-07-25 2020-05-13
104. J P MORGAN CHASE & CO   2011-07-25 2020-06-24
13. JACOBS ENGR GROUP INC   2020-05-06 2020-05-13
170. JEFFERIES FINL GROUP INC COM   2015-02-18 2019-12-16
35. JOHNSON & JOHNSON   2018-11-16 2020-01-03
107. JOHNSON & JOHNSON   2019-01-24 2020-05-13
64. JOHNSON & JOHNSON   2019-01-24 2020-06-24
230. ADR JOHNSON MATTHEY PUB LTD CO SPONSOREDADR NO PAR NEW   2019-06-04 2020-03-24
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35. JUNIPER NETWORKS INC   2019-01-24 2020-05-13
378. ADR KB FINL GROUP INC SPONSORED ADR REPSTG 1 COM SH ADR   2017-07-03 2019-08-13
3. KLA-TENCOR CORP   2014-12-17 2020-05-13
13. KANSAS CITY SOUTHERN INDS INC NEW   2010-08-12 2020-05-13
314. KASIKORNBANK PUBLIC CO LTD UNSPONS ADR   2016-09-02 2019-08-13
220. ADR KDDI CORP ADR   2013-03-14 2019-08-01
526. ADR KDDI CORP ADR   2013-03-14 2019-08-02
254. ADR KDDI CORP ADR   2013-03-14 2019-09-09
1324. ADR KDDI CORP ADR   2012-09-24 2019-09-10
1763. ADR KDDI CORP ADR   2011-10-26 2019-12-11
1047. ADR KDDI CORP ADR   2012-09-21 2019-12-19
303. ADR KDDI CORP ADR   2012-04-04 2020-01-29
389. ADR KDDI CORP ADR   2012-04-04 2020-02-06
759. ADR KDDI CORP ADR   2012-04-04 2020-02-27
925. ADR KDDI CORP ADR   2012-06-05 2020-02-28
96. ADR KDDI CORP ADR   2019-04-30 2020-03-05
690. ADR KDDI CORP ADR   2012-06-05 2020-03-05
1229. ADR KDDI CORP ADR   2019-04-30 2020-03-19
856. ADR KDDI CORP ADR   2019-04-30 2020-03-23
20. KELLOGG CO   2014-12-17 2019-09-27
11. KELLOGG CO   2014-12-17 2020-05-13
152. KEYCORP NEW   2012-01-27 2019-11-13
102. KEYCORP NEW   2015-02-18 2020-05-13
11. KEYSIGHT TECHNOLOGIES INC COM   2019-01-24 2020-01-03
3. KEYSIGHT TECHNOLOGIES INC COM   2015-04-17 2020-04-14
135. KEYSIGHT TECHNOLOGIES INC COM   2015-04-17 2020-04-15
8. KEYSIGHT TECHNOLOGIES INC COM   2019-01-24 2020-05-13
12. KIMBERLY CLARK CORP   2019-03-15 2019-12-16
16. KIMBERLY CLARK CORP   2019-03-15 2020-05-13
797. KIMBERLY-CLARK DE MEXICO SAB D C.V. ORD PARTN CTF COM A   2016-09-02 2019-08-13
1380. KIMBERLY-CLARK DE MEXICO SAB D C.V. ORD PARTN CTF COM A   2016-09-02 2019-11-01
55. KINDER MORGAN INC DEL COM   2014-12-17 2020-05-13
28. KINSALE CAP GROUP INC COM   2018-10-24 2020-02-21
4. KINSALE CAP GROUP INC COM   2019-05-03 2020-05-22
13. KINSALE CAP GROUP INC COM   2019-06-13 2020-07-20
34. KIRBY EXPLORATION, INC.   2018-07-24 2019-11-15
534. ADR KOC HLDG A S ADR ADR   2017-06-09 2019-08-13
29. KOHLS CORP   2014-12-17 2020-05-13
20. KOMATSU LTD SPON ADR NEW   2018-11-12 2019-10-22
610. KOMATSU LTD SPON ADR NEW   2020-02-25 2020-06-18
426. KOMATSU LTD SPON ADR NEW   2020-03-05 2020-06-26
63. KOMATSU LTD SPON ADR NEW   2020-03-05 2020-07-22
39. KRAFT HEINZ CO COM   2014-12-17 2020-05-13
33. KROGER CO   2014-12-17 2020-05-06
36. KROGER CO   2014-12-17 2020-05-13
4. ADR KUBOTA CORP   2016-05-26 2019-10-22
10. ADR KUBOTA CORP   2019-01-22 2020-06-01
67. ADR L OREAL S A ADR   2011-05-03 2019-10-22
27. ADR L OREAL S A ADR   2011-05-03 2020-06-01
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5. LABORATORY CORP AMER HLDGS NEW   2015-05-14 2020-04-09
7. LAM RESEARCH CORP   2014-12-17 2020-01-03
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37. LANDSTAR SYSTEM INC   2016-01-05 2020-03-25
24. LAS VEGAS SANDS CORP   2019-12-16 2020-06-24
6. LAUDER ESTEE COS INC CL A   2019-09-27 2020-05-13
3. LAUDER ESTEE COS INC CL A   2011-09-29 2020-05-13
18. LEGGETT & PLATT INC   2015-02-18 2020-01-03
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16. LENNAR CORP   2015-02-18 2020-05-13
535. ADR LIFE HEALTHCARE GROUP HLDGS LTD ADR   2016-09-15 2019-08-13
8. ELI LILLY & CO   2019-01-24 2019-12-16
2. ELI LILLY & CO   2014-12-17 2019-12-16
9. ELI LILLY & CO   2014-12-17 2020-01-03
32. ELI LILLY & CO   2014-12-17 2020-05-13
18. ELI LILLY & CO   2014-12-17 2020-06-24
20. LINCOLN NATIONAL CORP IND   2015-02-18 2020-05-13
79. LIVE NATION ENTERTAINMENT INC   2019-12-16 2020-06-24
4478. LLOYDS TSB GROUP PLC SPONSORED ADR   2018-05-25 2019-10-17
3152. LLOYDS TSB GROUP PLC SPONSORED ADR   2013-03-28 2019-11-27
3981. LLOYDS TSB GROUP PLC SPONSORED ADR   2013-03-28 2019-12-18
3597. LLOYDS TSB GROUP PLC SPONSORED ADR   2018-12-21 2020-01-08
5789. LLOYDS TSB GROUP PLC SPONSORED ADR   2019-08-14 2020-02-20
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9. LOCKHEED MARTIN CORP   2019-01-24 2020-05-13
6. LOCKHEED MARTIN CORP   2019-01-24 2020-06-24
34. LOEWS CORP   2019-01-24 2020-05-13
131. LOEWS CORP   2019-01-24 2020-06-24
85. ADR LONZA GROUP AG ADR   2018-05-22 2019-10-22
612. ADR LONZA GROUP AG ADR   2018-05-22 2019-12-11
9. LOWES COMPANIES INC   2019-01-24 2019-09-27
4. LOWES COMPANIES INC   2014-12-17 2020-01-03
6. LOWES COMPANIES INC   2019-01-24 2020-01-03
30. LOWES COMPANIES INC   2014-12-17 2020-05-13
21. LOWES COMPANIES INC   2014-12-17 2020-06-24
11. M & T BK CORP   2015-02-18 2020-05-13
61. MGM GRAND INC   2017-11-07 2020-06-24
4. MSCI INC COMMON   2018-06-18 2020-01-03
3. MSCI INC COMMON   2018-06-18 2020-05-13
55. MACERICH CO   2014-12-17 2019-12-16
185. MACYS INC COM STK   2019-01-24 2020-05-06
84. MANHATTAN ASSOCS INC COM   2011-03-15 2019-08-12
72. MANHATTAN ASSOCS INC COM   2011-03-15 2019-11-08
36. MANHATTAN ASSOCS INC COM   2011-03-15 2020-03-25
10. MANHATTAN ASSOCS INC COM   2011-03-15 2020-05-22
51. MANHATTAN ASSOCS INC COM   2011-03-15 2020-06-04
36. MANHATTAN ASSOCS INC COM   2011-03-15 2020-07-15
32. MANHATTAN ASSOCS INC COM   2011-03-15 2020-07-20
730. MANULIFE FINL CORP   2018-10-18 2020-02-12
964. MANULIFE FINL CORP   2018-10-18 2020-04-24
762. MANULIFE FINL CORP   2016-08-19 2020-05-18
657. MANULIFE FINL CORP   2020-03-02 2020-05-18
84. MARATHON OIL CORP   2014-12-17 2020-05-13
12. MARATHON PETE CORP COM   2019-01-24 2019-09-27
11. MARATHON PETE CORP COM   2019-01-24 2020-01-03
25. MARATHON PETE CORP COM   2019-01-24 2020-05-13
14. MARSH & MCLENNAN COS INC   2014-12-17 2020-05-13
7. MARRIOTT INTL INC NEW CL A   2015-02-18 2019-12-16
20. MARRIOTT INTL INC NEW CL A   2015-02-18 2020-06-24
19. MASCO CORP   2013-10-10 2020-04-09
19. MASCO CORP   2014-12-17 2020-05-13
146. MASCO CORP   2014-12-17 2020-06-24
14. MASTERCARD INC CL A   2019-01-24 2020-01-03
34. MASTERCARD INC CL A   2019-01-24 2020-05-13
51. MASTERCARD INC CL A   2011-10-26 2020-06-24
100000. MASTERCARD INC 2.95% DUE 06-01-2029   2019-05-28 2019-09-05
50000. MASTERCARD INC 2% DUE 03-03-2025   2019-11-25 2020-04-27
16. MAXIM INTEGRATED PRODS INC   2019-01-24 2020-05-13
8. MCCORMICK & CO INC NON-VTG   2014-12-17 2020-05-13
6. MCDONALDS CORP   2014-12-17 2020-01-03
15. MCDONALDS CORP   2019-01-24 2020-01-03
15. MCDONALDS CORP   2020-05-06 2020-05-13
13. MCDONALDS CORP   2014-12-17 2020-05-13
23. MCDONALDS CORP   2014-12-17 2020-06-24
8. MCKESSON HBOC INC   2014-12-17 2019-12-16
11. MCKESSON HBOC INC   2014-12-17 2020-05-06
6. MCKESSON HBOC INC   2014-12-17 2020-05-13
42. MERCK & CO INC   2019-01-24 2020-01-03
19. MERCK & CO INC   2019-01-24 2020-05-06
99. MERCK & CO INC   2019-01-24 2020-05-13
38. MERCK & CO INC   2011-04-25 2020-06-24
8. MESA LABS INC COM   2018-11-13 2020-03-25
77. METLIFE INC   2009-03-27 2019-09-27
65. METLIFE INC   2009-03-27 2020-06-24
2. METTLER TOLEDO INTERNATIONAL INC   2016-10-13 2020-05-13
346. ADR MICRO FOCUS INTL PLC ADS   2017-09-08 2020-07-22
19. MICROSOFT CORP COM   2019-06-18 2019-09-27
65. MICROSOFT CORP COM   2019-07-17 2019-11-20
5. MICROSOFT CORP COM   2018-11-16 2020-01-03
68. MICROSOFT CORP COM   2019-06-18 2020-01-03
23. MICROSOFT CORP COM   2019-01-24 2020-05-06
278. MICROSOFT CORP COM   2019-01-24 2020-05-13
166. MICROSOFT CORP COM   2019-01-24 2020-06-24
51. MICRON TECHNOLOGY INC   2019-01-24 2020-05-13
6. MID-AMER APT CMNTYS INC COM   2019-01-24 2020-05-13
1125. MOBILE TELESYSTEMS PJSC ADR   2017-06-09 2019-08-13
2767. MOBILE TELESYSTEMS PJSC ADR   2016-09-02 2019-08-15
731. MOBILE TELESYSTEMS PJSC ADR   2016-09-02 2019-12-03
11. MONDELEZ INTL INC COM   2019-01-24 2020-05-06
54. MONDELEZ INTL INC COM   2019-01-24 2020-05-13
35. MONDELEZ INTL INC COM   2014-12-17 2020-06-24
143. ADR MONDI PLC ADR   2019-07-12 2019-08-13
44. MONRO MUFFLER BRAKE INC   2011-03-15 2019-12-16
10. MONSTER BEVERAGE CORP NEW COM   2014-12-17 2020-05-13
9. MOODYS CORP   2019-01-24 2020-05-13
39. MOOG INC CL A   2018-07-24 2019-11-15
56. MOOG INC CL A   2019-05-17 2020-06-04
30. MORGAN STANLEY DEAN WITTER & CO NEW   2014-12-17 2020-01-03
82. MORGAN STANLEY DEAN WITTER & CO NEW   2014-12-17 2020-05-13
25000. MORGAN STANLEY 3.875% DUE 04-29-2024   2015-01-29 2020-04-24
40000. MORGAN STANLEY 3.875% DUE 04-29-2024   2015-01-29 2020-04-24
30. MORNINGSTAR INC COM STK   2011-03-15 2019-08-23
14. MORNINGSTAR INC COM STK   2011-03-15 2019-09-24
1. MORNINGSTAR INC COM STK   2011-03-15 2019-11-20
24. MORNINGSTAR INC COM STK   2011-03-15 2019-11-21
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28. MORNINGSTAR INC COM STK   2019-06-13 2020-06-18
22. MORNINGSTAR INC COM STK   2011-03-15 2020-07-07
558. ADR MOTUS HLDGS LTD SPONSORED ADR SPON ADS EACH REP 1 ORD SHS   2017-06-09 2019-08-13
3707. ADR MOTUS HLDGS LTD SPONSORED ADR SPON ADS EACH REP 1 ORD SHS   2016-09-02 2019-10-11
521. ADR MOTUS HLDGS LTD SPONSORED ADR SPON ADS EACH REP 1 ORD SHS   2019-01-22 2019-10-11
381. ADR MURATA MFG CO LTD ADR   2020-02-07 2020-07-22
21. NRG ENERGY INC COM   2016-01-04 2020-01-03
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980. NASPERS SPON ADR EACH REP 0.2 ORD SHS (P/S)CL N   2016-02-10 2019-12-11
406. ADR NEDBANK GROUP LTD SPONSORED ADR   2016-09-02 2019-08-13
75. NEKTAR THERAPEUTICS COM   2018-06-18 2019-12-16
29. NEKTAR THERAPEUTICS COM   2019-06-18 2019-12-16
55. NESTLE S A SPONSORED ADR REPSTG REG SH   2013-09-11 2019-10-22
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290. NESTLE S A SPONSORED ADR REPSTG REG SH   2013-09-11 2020-03-23
607. NESTLE S A SPONSORED ADR REPSTG REG SH   2010-08-04 2020-05-07
16. NETAPP INC COM STK   2014-12-17 2019-12-16
3. NETFLIX INC COM STK   2019-06-18 2020-01-03
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330. ADR NETEASE INC SPONSORED ADR ADR EACH REPR 25 COM STK USD0.0001   2018-05-29 2019-12-06
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67. ADR NETEASE INC SPONSORED ADR ADR EACH REPR 25 COM STK USD0.0001   2018-10-11 2020-07-16
47. NEWELL RUBBERMAID INC   2014-12-17 2020-05-13
20. NEWMONT MINING CORP   2019-09-27 2020-01-03
8. NEWMONT MINING CORP   2019-06-18 2020-05-06
56. NEWMONT MINING CORP   2019-06-18 2020-05-13
60. NEWS CORP COM CL A   2014-12-17 2020-05-13
65. NEWS CORP COM CL B COM USD0.01 CL'B'   2019-06-18 2019-09-27
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19. NIKE INC CLASS B   2019-01-24 2020-01-03
147. NIKE INC CLASS B   2019-07-17 2020-01-07
49. NIKE INC CLASS B   2019-01-24 2020-05-13
138. NIKE INC CLASS B   2019-07-17 2020-06-11
27. NIKE INC CLASS B   2009-02-12 2020-06-24
27. NISOURCE INC   2019-01-24 2020-05-13
41. NORDSTROM INC   2016-10-13 2020-05-13
22. NORDSTROM INC   2016-10-13 2020-06-24
7. NORFOLK SOUTHERN CORP   2014-12-17 2020-05-06
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11520.74 MFB NORTHN FDS MULTI-MANAGER GLOBAL REALESTATE FD   2019-09-18 2020-05-13
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85470.09 MFB NORTHN HI YIELD FXD INC FD   2015-06-22 2020-05-13
3. NORTHROP GRUMMAN CORP   2013-06-06 2019-09-27
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14. NUCOR CORP   2014-12-17 2020-05-13
88. NUCOR CORP   2014-12-17 2020-06-24
4. NVIDIA CORP   2019-06-18 2020-01-03
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35. O REILLY AUTOMOTIVE INC NEW COM USD0.01   2019-07-17 2020-01-22
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4. O REILLY AUTOMOTIVE INC NEW COM USD0.01   2014-12-17 2020-05-13
.33 OCCIDENTAL PETROLEUM CORP   2012-07-19 2019-09-03
41. OCCIDENTAL PETROLEUM CORP   2015-02-18 2020-05-13
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26. OLD DOMINION FREIGHT LINE INC COM   2019-12-16 2020-05-13
10. OMNICOM GROUP   2014-12-17 2020-01-03
15. ONEOK INC NEW   2018-06-18 2020-05-13
127. ORACLE CORPORATION   2014-12-17 2019-09-27
874. ORACLE CORPORATION   2019-07-17 2019-10-23
40. ORACLE CORPORATION   2014-12-17 2020-01-03
83. ORACLE CORPORATION   2014-12-17 2020-05-13
85. ORACLE CORPORATION   2014-12-17 2020-06-24
24. OTIS WORLDWIDE CORP COM USD0.01 WI   2019-01-24 2020-06-24
1072.8 OVINTIV INC COM USD0.01   2019-12-18 2020-03-10
2655.2 OVINTIV INC COM USD0.01   2019-01-23 2020-03-10
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66. ADR PLDT INC SPONSORED ADR   2016-09-02 2019-08-16
511. ADR PLDT INC SPONSORED ADR   2016-09-02 2019-08-19
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299. ADR PLDT INC SPONSORED ADR   2017-06-09 2019-12-09
44. ADR PLDT INC SPONSORED ADR   2017-04-03 2019-12-10
235. ADR PLDT INC SPONSORED ADR   2019-01-25 2019-12-10
673. ADR PLDT INC SPONSORED ADR   2019-04-08 2019-12-11
336. ADR PLDT INC SPONSORED ADR   2019-04-08 2019-12-12
12. PNC BANK CORP   2012-11-15 2020-05-06
16. PNC BANK CORP   2012-11-15 2020-05-13
16. PPG INDUSTRIES INC   2014-12-17 2020-05-13
1443. PT BANK MANDIRI TBK UNSPON ADR   2017-06-09 2019-08-13
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14. PACCAR INC   2019-06-18 2019-12-16
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8. PACCAR INC   2019-06-18 2020-05-13
22. PACCAR INC   2014-12-17 2020-06-24
10. PACKAGING CORP AMER   2015-08-25 2020-04-09
9. PARKER HANNIFIN CORP   2019-03-15 2020-05-13
126. PATTERSON COMPANIES INC   2017-10-11 2020-02-21
99. PATTERSON COMPANIES INC   2017-10-11 2020-07-20
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4. PAYCOM SOFTWARE INC COM   2020-05-06 2020-06-24
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15. PEPSICO INC   2019-03-15 2020-01-03
69. PEPSICO INC   2019-01-24 2020-05-13
15. PEPSICO INC   2018-06-18 2020-06-24
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336.99986 ADR PERUSAHAAN PERSEROAN PERSERO P T TELEKOMUNIKIASI INDONES   2017-06-09 2019-08-13
13.00014 ADR PERUSAHAAN PERSEROAN PERSERO P T TELEKOMUNIKIASI INDONESI   2016-09-02 2019-08-13
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90. PFIZER INC   2009-10-16 2020-06-24
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49. PHILIP MORRIS INTERNATIONAL   2014-12-17 2020-05-13
29. PHILIP MORRIS INTERNATIONAL   2014-12-17 2020-06-24
50000. PHILIP MORRIS INTL 2.875% DUE 05-01-2024   2019-04-29 2020-04-29
19. PHILLIPS 66 COM   2019-09-27 2020-05-13
7. PHILLIPS 66 COM   2019-09-27 2020-06-24
7. PHILLIPS 66 COM   2014-12-17 2020-06-24
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4. POOL CORP COM STK   2019-04-03 2019-08-05
33. POOL CORP COM STK   2014-04-22 2019-08-05
25. POWER INTEGRATIONS INC   2017-06-22 2019-08-20
9. POWER INTEGRATIONS INC   2011-03-15 2019-08-21
48. POWER INTEGRATIONS INC   2011-03-15 2020-03-25
11. POWER INTEGRATIONS INC   2019-06-13 2020-07-20
13. PRICE T ROWE GROUP INC   2019-01-24 2019-09-27
12. PRICE T ROWE GROUP INC   2019-01-24 2020-05-13
32. PROCTER & GAMBLE CO   2019-06-18 2020-01-03
97. PROCTER & GAMBLE CO   2019-01-24 2020-05-13
57. PROCTER & GAMBLE CO   2014-12-17 2020-06-24
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412. PRUDENTIAL PLC ADR   2018-06-11 2019-10-25
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.56 RAYTHEON TECHNOLOGIES CORP   2019-03-15 2020-04-03
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1235. ROLLS ROYCE HOLDINGS PLC SPONSORED ADR ROLLS-RO SPONSORED ADR   2018-09-13 2020-06-09
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466. ADR SSE SPONSORED ADR   2018-01-04 2020-03-02
615. ADR SSE SPONSORED ADR   2018-01-04 2020-03-09
512. ADR SSE SPONSORED ADR   2017-12-13 2020-03-13
516. ADR SSE SPONSORED ADR   2018-08-01 2020-05-20
533. ADR SSE SPONSORED ADR   2018-09-17 2020-06-02
457. ADR SSE SPONSORED ADR   2018-09-17 2020-06-09
1015. ADR SAFRAN ADR EUR0.20   2020-03-24 2020-04-01
3. SALESFORCE COM INC COM STK   2019-09-27 2020-05-06
45. SALESFORCE COM INC COM STK   2019-09-27 2020-05-13
220. SALLY BEAUTY HLDGS INC COM STK USD0.01   2018-07-24 2019-10-10
195. SALLY BEAUTY HLDGS INC COM STK USD0.01   2019-05-17 2020-06-04
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50000. SAN DIEGO GAS & 3.6% DUE 09-01-2023   2018-10-18 2020-04-28
204. ADR SANDS CHINA LTD UNSPONSORED ADR   2020-05-05 2020-06-02
556. ADR SANLAM LTD SPONSORED ADR   2017-06-09 2019-08-13
50. SANOFI-AVENTIS SPONSORED ADR   2020-06-10 2020-07-22
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64. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2018-12-04 2020-02-06
55. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2018-12-04 2020-03-05
37. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2018-12-04 2020-03-25
54. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2018-12-04 2020-05-06
13. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2019-04-16 2020-06-01
48. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2014-05-14 2020-07-15
37. SAP AKTIENGESELLSCHAFT SPONSORED ADR   2014-05-14 2020-07-22
35. ADR SASOL LTD SPONSORED ADR   2011-05-03 2019-10-22
1382. ADR SASOL LTD SPONSORED ADR   2016-08-03 2020-04-07
1047. ADR SBERBANK RUSSIA SPONSORED ADR   2016-09-02 2019-08-13
84. SCANSOURCE INC COM   2012-08-09 2020-02-27
163. SCANSOURCE INC COM   2012-08-09 2020-02-28
78. SCANSOURCE INC COM   2019-05-17 2020-02-28
1296. SCHLUMBERGER LTD ISIN #AN8068571086   2016-08-03 2020-04-07
565. SCHLUMBERGER LTD ISIN #AN8068571086   2019-07-19 2020-04-07
55. SCHLUMBERGER LTD ISIN #AN8068571086   2019-01-24 2020-05-13
13. CHARLES SCHWAB CORP NEW   2014-12-17 2020-01-03
20. CHARLES SCHWAB CORP NEW   2019-01-24 2020-01-03
45. CHARLES SCHWAB CORP NEW   2014-12-17 2020-05-13
10. SCOTTS CO CL A   2010-02-09 2020-04-09
26. SEALED AIR CORP NEW   2012-11-19 2020-04-09
85. SEALED AIR CORP NEW   2014-12-17 2020-06-24
92. SENSIENT TECHNOLOGIES CORP   2020-02-21 2020-04-30
226. SENSIENT TECHNOLOGIES CORP   2018-12-07 2020-04-30
14. SENSIENT TECHNOLOGIES CORP   2020-02-21 2020-05-01
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12. SGS SA HLDG SA ADR ADR   2019-04-17 2020-06-01
3. SHERWIN WILLIAMS CO   2018-11-16 2020-05-13
3. SHERWIN WILLIAMS CO   2018-11-16 2020-06-24
270. SHINHAN FINANCIAL GROUP LTD SPONSORED ADR   2017-06-09 2019-08-13
433. ADR SHOPRITE HLDGS LTD SPONSORED ADR   2017-06-09 2019-08-13
88. SIEMENS AG-ADR   2019-07-24 2020-01-29
120. SIEMENS AG-ADR   2019-07-24 2020-06-02
159. SIEMENS AG-ADR   2019-07-18 2020-07-22
117. SIEMENS AG-ADR   2019-07-24 2020-07-29
146. SIEMENS AG-ADR   2019-07-24 2020-07-31
92. SILGAN HOLDINGS INC   2019-05-21 2020-03-25
15. SILGAN HOLDINGS INC   2019-05-21 2020-07-20
12. SIMON PPTY GROUP INC NEW   2015-02-18 2019-09-27
15. SIMON PPTY GROUP INC NEW   2014-12-17 2020-05-13
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44. SIMPSON MFG INC COM   2018-09-05 2020-05-26
17. SIMPSON MFG INC COM   2018-09-04 2020-07-20
793. ADR SINOPHARM GROUP CO-UNSP ADR   2019-10-02 2020-06-02
562. ADR SINOPHARM GROUP CO-UNSP ADR   2019-10-02 2020-06-22
8. SKYWORKS SOLUTIONS INC   2015-03-20 2020-01-03
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7. SNAP ON INC   2010-08-04 2019-11-13
45. ADR SONOVA HLDG AG UNSP ADR   2013-03-14 2019-10-22
19. ADR SONOVA HLDG AG UNSP ADR   2013-03-14 2020-06-01
.73 ADR SONOVA HLDG AG UNSP ADR   2013-03-14 2020-06-17
32. SOUTH ST CORP COM   2017-10-31 2019-11-15
3. SOUTHERN CO   2014-12-17 2020-05-13
30. SOUTHERN CO   2019-06-18 2020-05-13
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588. ADR STD BK GROUP LTD SPONSORED ADR   2017-04-03 2019-08-13
272. STARBUCKS CORP   2019-07-17 2019-09-12
17. STARBUCKS CORP   2010-07-06 2019-12-16
11. STARBUCKS CORP   2010-07-06 2020-01-03
45. STARBUCKS CORP   2010-07-06 2020-05-13
30. STARBUCKS CORP   2010-07-06 2020-06-24
24. STATE STREET CORP   2014-12-17 2020-01-03
27. STATE STREET CORP   2014-12-17 2020-06-24
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75000. STATE STR CORP 2.354% DUE 11-01-2025 11-01-2025   2019-10-29 2020-05-14
10. STEPAN CO   2017-10-17 2020-07-20
17. STERICYCLE INC   2018-07-27 2020-04-09
20. STIFEL FINL CORP COM   2013-10-21 2020-04-09
10. STRYKER CORP   2019-09-27 2020-05-13
3. STRYKER CORP   2015-02-18 2020-05-13
7. STRYKER CORP   2015-02-18 2020-06-24
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212. ADR SWEDBANK A B SPONSORED ADR   2020-02-25 2020-07-15
74. ADR SWEDBANK A B SPONSORED ADR   2020-02-25 2020-07-22
85. ADR SYMRISE AG ADR   2014-06-09 2019-10-22
34. ADR SYMRISE AG ADR   2014-06-09 2020-06-01
14. SYNOPSYS INC   2013-01-09 2019-10-18
44. SYNOPSYS INC   2013-01-09 2020-06-22
25. SYNCHRONY FINL COM   2019-01-24 2019-09-27
52. SYNCHRONY FINL COM   2019-01-24 2020-05-13
33. SYNEOS HEALTH INC COM   2018-02-09 2020-04-09
25. SYSCO CORP   2019-09-27 2020-05-13
32. SYSMEX CORP ADR   2012-05-29 2019-10-22
20. SYSMEX CORP ADR   2012-05-29 2020-06-01
125000. TD AMERITRADE HLDG 3.75% DUE 04-01-2024   2018-10-30 2020-05-21
20000. TD AMERITRADE HLDG 2.75% DUE 10-01-2029   2019-08-13 2020-01-17
22. TJX COS INC NEW   2010-02-09 2019-10-18
19. TJX COS INC NEW   2019-01-24 2020-01-03
46. TJX COS INC NEW   2019-01-24 2020-05-13
32. TJX COS INC NEW   2014-08-21 2020-06-24
204. TJX COS INC NEW   2010-02-09 2020-07-13
19. T-MOBILE US INC COM   2019-09-27 2020-01-03
174. #REORG/T-MOBILE WORTHLESS SECURITY 08-07-2020   2020-06-24 2020-07-22
349. TAIWAN SEMICONDUCTOR MFG LT   2016-09-02 2019-08-13
511. TAIWAN SEMICONDUCTOR MFG LT   2013-06-21 2019-10-02
421. TAIWAN SEMICONDUCTOR MFG LT   2016-09-02 2019-10-17
302. TAIWAN SEMICONDUCTOR MFG LT   2012-12-06 2019-10-18
285. TAIWAN SEMICONDUCTOR MFG LT   2012-12-06 2019-12-18
298. TAIWAN SEMICONDUCTOR MFG LT   2012-12-06 2020-03-11
261. TAIWAN SEMICONDUCTOR MFG LT   2019-01-22 2020-04-03
100. TAIWAN SEMICONDUCTOR MFG LT   2019-04-16 2020-06-01
355. TAIWAN SEMICONDUCTOR MFG LT   2019-01-22 2020-07-16
655. TAIWAN SEMICONDUCTOR MFG LT   2019-04-16 2020-07-28
3. TAKE-TWO INTERACTIVE SOFTWARE INC   2018-06-18 2020-05-13
636. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2017-12-14 2020-01-29
527. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2017-12-14 2020-01-29
404. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2017-10-16 2020-03-02
152. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2017-10-16 2020-03-05
250. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2017-10-16 2020-03-19
843. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2018-02-22 2020-04-16
297. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2018-02-22 2020-05-06
433. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2018-02-22 2020-06-11
480. TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS   2017-08-04 2020-07-22
22. TAPESTRY INC COM USD0.01   2015-02-18 2020-01-03
1. TARGET CORP   2012-01-13 2020-01-03
7. TARGET CORP   2019-03-15 2020-01-03
19. TARGET CORP   2012-01-13 2020-05-13
14. TARGET CORP   2012-01-13 2020-06-24
20000. TARGET CORP FIXED 3.375% 04-15-2029   2019-03-18 2019-09-18
266. ADR TERNIUM S A SPONSORED ADR   2018-11-29 2019-08-13
148. ADR TERNIUM S A SPONSORED ADR   2018-11-29 2020-06-09
19. TEXAS INSTRUMENTS INC   2019-01-24 2020-01-03
52. TEXAS INSTRUMENTS INC   2019-01-24 2020-05-13
80. TEXAS INSTRUMENTS INC   2014-12-17 2020-06-24
19. TEXTRON INC   2015-02-18 2020-01-03
10. THERMO ELECTRON CORP   2019-01-24 2020-01-03
1. THERMO ELECTRON CORP   2014-12-17 2020-01-03
7. THERMO ELECTRON CORP   2014-12-17 2020-05-13
11. THERMO ELECTRON CORP   2014-12-17 2020-06-24
6. 3M CO   2019-01-24 2020-01-03
20. 3M CO   2019-01-24 2020-05-13
12. 3M CO   2009-05-14 2020-06-24
75000. TORONTO DOMINION BK FIXED 3.25% 03-11-2024 REG   2019-03-04 2020-04-08
336. ADR TOTAL SA   2019-03-05 2020-03-10
244. ADR TOTAL SA   2019-03-07 2020-06-19
118. ADR TOTAL SA   2019-03-07 2020-07-22
10. TRACTOR SUPPLY CO   2014-12-17 2020-06-24
100000. TOYOTA MTR CR CORP 2% DUE 10-07-2024   2019-10-02 2020-05-20
10. THE TRAVELERS COMPANIES INC.   2014-12-17 2020-05-13
55. TRIPADVISOR INC COM USD0.001   2014-12-17 2019-12-16
.8 TRUIST FINL CORP COM   2019-01-24 2019-12-09
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35. TWITTER INC COM   2018-06-18 2020-05-13
8. TYSON FOODS INC   2014-12-17 2020-05-13
168. UDR INC COM STK   2019-01-24 2020-06-24
26. US BANCORP DEL NEW   2014-12-17 2020-01-03
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2654. ADR UNICREDIT SPA ADR NEW 2017   2018-03-15 2020-06-04
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41. UNILEVER PLC SPONSORED ADR NEW   2015-06-24 2019-10-22
379. UNILEVER PLC SPONSORED ADR NEW   2015-06-24 2019-12-11
8. UNION PACIFIC CORP   2019-01-24 2019-12-16
10. UNION PACIFIC CORP   2019-01-24 2020-05-06
23. UNION PACIFIC CORP   2014-12-17 2020-05-13
30. UNION PACIFIC CORP   2014-12-17 2020-06-24
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22. UNITED PARCEL SERVICE INC CL B   2014-12-17 2020-05-13
13. UNITED PARCEL SERVICE INC CL B   2014-12-17 2020-06-24
5. UNITED RENTALS INC   2014-12-17 2020-05-13
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20000. UNITED STATES TREAS NTS DTD 09/30/2014 1.75% DUE 09-30-2019 REG   2014-10-15 2019-09-30
100000. UTD STATES TREAS 1.5% DUE 03-31-2023   2018-04-02 2019-09-26
85000. UNITED STATES TREAS NTS DTD 02/15/2013 2% DUE 02-15-2023 REG   2013-03-14 2020-05-15
85000. UNITED STATES OF AMER TREAS BONDS DTD 05/15/2015 2.125% DUE 05-   2015-10-06 2020-01-16
11. UNITEDHEALTH GROUP INC   2019-01-24 2020-01-03
18. UNITEDHEALTH GROUP INC   2019-06-18 2020-05-13
18. UNITEDHEALTH GROUP INC   2019-01-24 2020-05-13
19. UNITEDHEALTH GROUP INC   2013-05-06 2020-06-24
75000. UNITEDHEALTH GROUP 2.875% DUE 08-15-2029   2019-07-24 2020-05-13
13. UNIVERSAL HEALTH REALTY INCOME TRUST   2018-07-24 2020-02-21
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45. UNIVERSAL HEALTH SVCS INC CLASS B   2014-12-17 2020-06-24
96. UNUMPROVIDENT CORP   2015-02-18 2020-06-24
20. V F CORP   2019-01-24 2020-05-13
77. ADR VALEO SPONSORED   2020-07-15 2020-07-22
8. VALERO ENERGY CORP NEW   2019-01-24 2020-01-03
15. VALERO ENERGY CORP NEW   2019-01-24 2020-05-13
28. VENTAS INC COM   2019-06-18 2020-05-13
5. VERISIGN INC   2019-01-24 2020-05-13
28. VERIZON COMMUNICATIONS   2019-01-24 2020-05-06
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11. VERISK ANALYTICS INC COM STK   2019-01-24 2020-01-03
5. VERISK ANALYTICS INC COM STK   2019-01-24 2020-05-13
2. VERTEX PHARMACEUTICALS INC   2019-01-24 2020-05-06
6. VERTEX PHARMACEUTICALS INC   2019-06-18 2020-05-13
13. VERTEX PHARMACEUTICALS INC   2019-01-24 2020-05-13
18. VIACOMCBS INC NPV CLASS B   2016-07-11 2020-01-03
28. VIACOMCBS INC NPV CLASS B   2016-12-15 2020-05-13
115. ADR VINCI S A ADR   2020-07-14 2020-07-22
33. VISA INC CLASS A SHARES   2019-06-18 2020-01-03
144. VISA INC CLASS A SHARES   2019-07-17 2020-03-16
66. VISA INC CLASS A SHARES   2019-01-24 2020-05-13
43. VISA INC CLASS A SHARES   2014-12-17 2020-06-24
439. ADR VODAFONE GROUP PLC NEW SPONSORED ADRNO PAR   2013-03-14 2020-07-22
835. ADR VODACOM GROUP LIMITED SPONSORED ADR   2018-02-15 2019-08-13
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1653. ADR VODACOM GROUP LIMITED SPONSORED ADR   2017-06-09 2020-07-09
224. ADR VOLKSWAGEN CREDIT CANADA INC ADR REPSTG 1/10TH SH   2018-06-26 2020-03-05
391. ADR VOLKSWAGEN CREDIT CANADA INC ADR REPSTG 1/10TH SH   2018-06-26 2020-05-12
642. ADR VOLKSWAGEN CREDIT CANADA INC ADR REPSTG 1/10TH SH   2018-06-26 2020-07-22
144. ADR VOLVO AB ADR   2020-07-15 2020-07-22
20. VORNADO RLTY TR COM   2014-12-17 2020-05-13
11. VULCAN MATERIALS CO   2014-12-17 2020-05-13
21. WEC ENERGY GROUP INC COM   2019-09-27 2020-01-03
9. WEC ENERGY GROUP INC COM   2018-01-12 2020-04-09
6. WEC ENERGY GROUP INC COM   2014-12-17 2020-05-13
5. WEC ENERGY GROUP INC COM   2019-09-27 2020-05-13
15. WAL MART STORES INC   2019-03-15 2020-05-06
69. WAL MART STORES INC   2019-03-15 2020-05-13
95000. WALMART INC 2.85% DUE 07-08-2024   2019-04-17 2020-03-19
20000. WALMART INC 2.375% DUE 09-24-2029   2019-09-19 2020-02-12
19. WALGREENS BOOTS ALLIANCE INC COM   2014-12-17 2019-09-27
12. WALGREENS BOOTS ALLIANCE INC COM   2014-12-17 2020-01-03
29. WALGREENS BOOTS ALLIANCE INC COM   2014-12-17 2020-05-13
21. WALGREENS BOOTS ALLIANCE INC COM   2014-12-17 2020-06-24
10. WASTE MGMT INC DEL   2019-09-27 2020-05-13
20. WASTE MGMT INC DEL   2014-12-17 2020-05-13
12. WASTE MGMT INC DEL   2014-12-17 2020-06-24
8. WATERS CORP   2015-02-18 2019-09-27
4. WATERS CORP   2015-02-18 2020-05-13
1745. ADR WEICHAI PWR CO LTD ADR   2017-06-09 2019-08-13
3929. ADR WEICHAI PWR CO LTD ADR   2019-01-22 2020-04-20
2099. ADR WEICHAI PWR CO LTD ADR   2016-09-02 2020-07-22
651. WELBILT INC COM   2020-02-21 2020-03-25
409. WELBILT INC COM   2019-03-01 2020-03-25
25. #REORG/WELLCARE HEALTH CASH AND STOCK MERGER CENTENE CORP 2113732   2018-11-16 2020-01-24
113. WELLS FARGO & CO NEW   2008-03-12 2019-12-16
34. WELLS FARGO & CO NEW   2008-03-12 2020-01-03
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133. WELLS FARGO & CO NEW   2010-03-05 2020-06-24
18. WELLTOWER INC COM REIT   2014-12-17 2020-05-13
36. WESTERN UNION CO   2019-01-24 2020-01-03
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100000. WESTPAC BKG 2.35% DUE 02-19-2025   2019-11-12 2020-06-17
9. WHIRLPOOL CORP   2014-06-20 2020-06-24
46. WILLIAMS COS INC   2014-12-17 2020-05-13
36. WOLVERINE WORLD WIDE INC   2011-03-15 2019-08-12
173. WOLVERINE WORLD WIDE INC   2018-10-11 2019-11-15
250. WOLVERINE WORLD WIDE INC   2019-05-17 2020-05-26
12. WOODWARD GOVERNOR COMPANY   2017-12-01 2019-10-18
25. XCEL ENERGY INC   2019-03-15 2020-05-06
19. XCEL ENERGY INC   2019-03-15 2020-05-13
11. XILINX INC   2019-01-24 2020-05-13
11. XYLEM INC COM   2019-01-24 2020-01-03
29. XEROX HLDGS CORP COM NEW COM NEW   2018-11-16 2020-05-13
750. ADR YPF SOCIEDAD ANONIMA SPONSORED ADR REPSTG CL D SHS   2018-02-12 2019-08-13
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2877. ADR YPF SOCIEDAD ANONIMA SPONSORED ADR REPSTG CL D SHS   2018-07-18 2019-09-06
731. ADR YPF SOCIEDAD ANONIMA SPONSORED ADR REPSTG CL D SHS   2019-01-22 2019-09-06
16. YUM BRANDS INC   2013-06-05 2020-05-13
12. ZIMMER HLDGS INC   2019-03-15 2020-05-13
54. ZIONS BANCORP   2015-02-18 2019-09-27
115. ZOETIS INC COM USD0.01 CL 'A'   2019-07-17 2020-03-16
15. ZOETIS INC COM USD0.01 CL 'A'   2014-12-17 2020-05-13
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36. COCA-COLA EUROPEAN PARTNERS PLC ORD GBP0.01   2020-01-08 2020-07-22
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55. MEDTRONIC PLC COMMON STOCK STOCK   2019-01-24 2020-05-13
28. MEDTRONIC PLC COMMON STOCK STOCK   2015-01-27 2020-06-24
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6. RENAISSANCE RE HLDGS LTD   2013-10-25 2019-10-18
18. SEAGATE TECHNOLOGY PLC COM USD0.00001   2014-12-17 2019-09-27
13. SEAGATE TECHNOLOGY PLC COM USD0.00001   2014-12-17 2020-05-13
89. PENTAIR PLC COM USD0.01   2015-02-18 2020-05-13
5. WILLIS TOWERS WATSON PLC COM USD0.000115USD0.000115   2016-04-07 2020-05-13
23. CHUBB LTD ORD CHF24.15   2019-01-24 2020-05-13
10. CHUBB LTD ORD CHF24.15   2019-01-24 2020-06-24
69. GARMIN LTD COMMON STOCK   2015-06-30 2020-06-24
13. TE CONNECTIVITY LTD   2014-12-17 2020-05-13
11. CHECK POINT SOFTWARE TECH ORD   2017-01-20 2019-10-22
262. CHECK POINT SOFTWARE TECH ORD   2019-01-03 2020-03-23
10. LYONDELLBASELL IND N V COM USD0.01 CL 'A'   2018-11-16 2019-09-27
25. LYONDELLBASELL IND N V COM USD0.01 CL 'A'   2014-12-17 2019-09-27
12. LYONDELLBASELL IND N V COM USD0.01 CL 'A'   2014-12-17 2020-05-13
20. YANDEX N.V. COM USD0.01 CL 'A   2018-10-25 2020-06-01
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 6,106   15,468 -9,362
b 6,699   10,002 -3,303
c 1,902   1,558 344
d 23,097   28,814 -5,717
e 3,052   2,717 335
4,565   5,688 -1,123
12,989   10,522 2,467
9,542   8,118 1,424
2,324   2,130 194
1,483   1,326 157
138   189 -51
3,749   3,330 419
7,974   9,852 -1,878
6,794   7,990 -1,196
5,601   6,084 -483
2,800   3,042 -242
6,450   4,961 1,489
2,881   1,020 1,861
610   601 9
68   64 4
2,592   2,341 251
6,826   5,995 831
667   1,779 -1,112
371   890 -519
2,283   1,466 817
312   228 84
807   684 123
1,991   1,455 536
6,812   3,766 3,046
6,907   1,184 5,723
638   764 -126
1,721   1,498 223
1,100   597 503
2,872   5,222 -2,350
1,362   676 686
21   15 6
488   340 148
1,101   820 281
2,710   1,722 988
6,093   5,159 934
3,140   2,900 240
7,128   8,629 -1,501
2,653   3,477 -824
6,952   8,062 -1,110
195   50 145
18,399   4,927 13,472
954   703 251
5,305   5,701 -396
12,650   10,369 2,281
6,072   5,679 393
2,834   2,765 69
4,489   3,142 1,347
6,123   4,197 1,926
2,460   2,108 352
816   1,930 -1,114
1,655   2,389 -734
479   670 -191
1,024   1,179 -155
1,501   1,118 383
568   447 121
428   592 -164
402   592 -190
201   244 -43
8,187   21,214 -13,027
1,136   6,014 -4,878
963   923 40
1,000   893 107
4,736   3,653 1,083
46,338   36,156 10,182
1,532   304 1,228
1,197   263 934
1,219   1,074 145
2,721   2,148 573
4,082   3,222 860
14,842   10,120 4,722
12,887   2,321 10,566
1,219   1,084 135
2,723   2,168 555
1,363   1,084 279
14,831   11,924 2,907
8,596   1,557 7,039
1,737   1,987 -250
546   549 -3
4,324   5,944 -1,620
51,841   79,657 -27,816
2,844   2,652 192
5,625   5,714 -89
30,782   21,349 9,433
9,471   7,619 1,852
13,672   7,999 5,673
79,975   75,397 4,578
9,969   12,587 -2,618
30,855   40,918 -10,063
20,523   49,449 -28,926
13,268   15,590 -2,322
464   2,698 -2,234
1,243   941 302
1,419   1,197 222
1,370   1,097 273
2,106   2,461 -355
1,718   1,628 90
77,851   74,932 2,919
1,181   2,107 -926
688   124 564
19,048   3,724 15,324
28,570   5,628 22,942
4,392   3,148 1,244
1,779   472 1,307
1,194   947 247
815   663 152
1,368   1,208 160
2,799   2,618 181
588   634 -46
695   384 311
988   906 82
1,029   710 319
939   812 127
76,306   75,088 1,218
702   463 239
1,749   1,809 -60
1,908   1,308 600
238   201 37
478   327 151
9,472   6,540 2,932
1,063   684 379
1,452   1,399 53
19,162   20,371 -1,209
934   504 430
1,142   1,202 -60
2,712   1,967 745
10,028   10,112 -84
1,080   1,014 66
1,523   287 1,236
756   609 147
891   797 94
2,678   2,656 22
1,286   902 384
461   2,855 -2,394
103   100 3
3,801   2,836 965
1,984   7,498 -5,514
2,700   12,121 -9,421
15,463   12,526 2,937
280   153 127
10,071   619 9,452
12,194   705 11,489
1,513   86 1,427
48,298   2,700 45,598
48,966   2,338 46,628
56,775   49,868 6,907
160,268   134,642 25,626
94,141   99,356 -5,215
879   677 202
734   294 440
1,853   881 972
1,259   514 745
6,096   4,175 1,921
7,113   2,857 4,256
2,481   1,000 1,481
3,214   1,333 1,881
6,633   2,857 3,776
1,124   1,078 46
2,474   1,048 1,426
1,153   1,162 -9
643   943 -300
489   790 -301
641   721 -80
1,667   1,441 226
12,384   63,446 -51,062
12,286   8,257 4,029
16,800   11,216 5,584
13,931   9,092 4,839
13,478   8,316 5,162
6,896   3,750 3,146
1,683   951 732
6,275   4,348 1,927
3,984   2,718 1,266
3,573   2,201 1,372
4,731   3,379 1,352
2,511   1,766 745
1,601   1,114 487
5,931   4,185 1,746
6,123   4,147 1,976
3,015   2,035 980
8,230   4,001 4,229
83,002   80,134 2,868
1,097   688 409
1,715   998 717
667   612 55
1,479   1,294 185
1,061   342 719
707   647 60
12,560   1,253 11,307
2,860   284 2,576
1,190   943 247
2,018   1,671 347
1,448   847 601
2,088   1,630 458
906   1,035 -129
613   631 -18
10,582   12,399 -1,817
8,812   9,095 -283
4,300   5,778 -1,478
12,365   19,945 -7,580
46,024   44,999 1,025
6,242   6,899 -657
3,630   4,012 -382
17,519   25,342 -7,823
12,373   20,808 -8,435
11,701   17,336 -5,635
4,249   6,356 -2,107
11,944   15,606 -3,662
17,810   19,819 -2,009
10,687   11,267 -580
8,912   12,450 -3,538
6,522   13,614 -7,092
2,174   4,212 -2,038
20,089   20,489 -400
86,215   128,087 -41,872
8,178   16,589 -8,411
6,433   10,667 -4,234
2,850   1,793 1,057
1,488   2,191 -703
1,040   557 483
528   1,671 -1,143
4,022   6,257 -2,235
16,413   9,939 6,474
3,269   6,756 -3,487
3,581   6,297 -2,716
16,279   42,500 -26,221
3,597   2,124 1,473
5,118   5,091 27
5,400   2,660 2,740
2,756   1,364 1,392
6,570   5,440 1,130
7,093   5,146 1,947
76,462   73,400 3,062
704   752 -48
854   440 414
2,419   1,683 736
138,219   129,695 8,524
76,500   74,869 1,631
15,169   19,760 -4,591
12,041   13,192 -1,151
5,252   11,693 -6,441
5,490   9,180 -3,690
10,119   15,694 -5,575
7,295   11,926 -4,631
6,268   10,378 -4,110
6,535   10,355 -3,820
1,283   1,049 234
16,035   14,750 1,285
2,597   2,483 114
3,506   4,292 -786
3,726   4,658 -932
2,978   5,110 -2,132
2,881   2,562 319
4,749   4,328 421
12,962   15,278 -2,316
7,633   6,909 724
697   300 397
750   375 375
5,292   5,960 -668
1,499   441 1,058
291   88 203
2,205   617 1,588
3,156   1,057 2,099
1,375   373 1,002
5,987   8,469 -2,482
1,327   478 849
3,400   1,116 2,284
65,000   78,012 -13,012
1,646   3,941 -2,295
1,664   1,908 -244
121   382 -261
2,430   6,884 -4,454
1,590   693 897
78,905   73,870 5,035
1,941   395 1,546
16,374   23,640 -7,266
1,366   395 971
1,366   395 971
1,610   395 1,215
1,124   1,623 -499
21,297   16,475 4,822
972   1,538 -566
1,967   2,048 -81
942   888 54
5,693   5,328 365
4,967   5,091 -124
812   835 -23
6,024   10,125 -4,101
13,567   21,116 -7,549
9,027   12,806 -3,779
5,181   6,843 -1,662
12,120   16,754 -4,634
6,659   8,280 -1,621
5,738   7,764 -2,026
803   713 90
3,947   3,150 797
1,535   495 1,040
510   497 13
3,126   1,709 1,417
971   769 202
521   193 328
697   1,176 -479
784   969 -185
492   1,027 -535
1,010   1,125 -115
1,625   1,545 80
2,534   2,681 -147
1,656   1,640 16
3,203   3,354 -151
1,638   1,551 87
11,144   10,563 581
40,549   50,373 -9,824
1,603   1,431 172
1,807   1,125 682
1,417   751 666
883   1,130 -247
2,996   4,615 -1,619
1,390   2,072 -682
8,835   12,181 -3,346
488   823 -335
1,228   873 355
1,053   597 456
6,715   4,688 2,027
7,466   8,097 -631
4,532   9,760 -5,228
472   427 45
3,957   3,839 118
10,993   14,056 -3,063
9,168   10,939 -1,771
8,972   10,568 -1,596
540   235 305
47,926   23,162 24,764
1,122   882 240
917   1,271 -354
4,703   7,231 -2,528
14,085   20,736 -6,651
7,656   9,968 -2,312
8,629   11,218 -2,589
3,517   4,346 -829
542   802 -260
5,461   2,924 2,537
11,151   2,210 8,941
9,664   4,051 5,613
3,643   2,400 1,243
1,890   1,991 -101
1,484   1,327 157
297   180 117
2,089   1,795 294
2,075   1,526 549
958   766 192
39,647   7,070 32,577
2,701   2,162 539
32   33 -1
776   799 -23
760   1,356 -596
2,888   4,122 -1,234
2,476   3,788 -1,312
1,624   1,813 -189
483   1,206 -723
468   1,255 -787
779   749 30
2,020   1,438 582
1,212   463 749
2,967   927 2,040
3,488   1,081 2,407
2,540   772 1,768
4,114   3,860 254
5,321   6,285 -964
5,083   3,685 1,398
24,683   27,529 -2,846
51,297   53,117 -1,820
17,931   17,364 567
7,769   11,422 -3,653
2,711   3,608 -897
18,653   26,508 -7,855
6,032   10,194 -4,162
4,926   8,686 -3,760
6,699   10,170 -3,471
29,516   45,341 -15,825
16,499   22,151 -5,652
9,095   12,680 -3,585
9,156   11,883 -2,727
12,382   16,507 -4,125
9,497   11,661 -2,164
3,745   4,425 -680
7,566   9,013 -1,447
12,600   14,990 -2,390
9,655   10,282 -627
26,101   36,640 -10,539
604   880 -276
7,220   9,879 -2,659
7,367   7,876 -509
903   649 254
5,213   3,963 1,250
1,891   1,505 386
459   419 40
28,118   16,470 11,648
441   248 193
4,520   21,014 -16,494
15,592   112,320 -96,728
1,034   4,807 -3,773
653   950 -297
2,827   2,646 181
333   319 14
1,667   566 1,101
6,878   2,653 4,225
3,714   1,343 2,371
1,853   1,278 575
598   548 50
2,144   1,531 613
3,161   2,024 1,137
1,833   1,136 697
3,369   4,098 -729
4,775   4,641 134
1,025   341 684
7,120   5,638 1,482
16,324   11,204 5,120
37,785   19,373 18,412
8,320   7,401 919
810   408 402
827   408 419
6,765   7,604 -839
3,170   3,387 -217
104,581   99,964 4,617
184   153 31
1,227   1,363 -136
1,039   1,071 -32
888   893 -5
2,253   2,266 -13
3,737   1,375 2,362
1,242   379 863
945   761 184
6,152   5,977 175
4,356   3,127 1,229
104,127   99,893 4,234
10,261   8,767 1,494
11,814   9,143 2,671
5,901   6,998 -1,097
4,277   5,123 -846
3,245   3,664 -419
749   486 263
647   1,659 -1,012
1,197   1,272 -75
1,051   1,071 -20
1,675   2,812 -1,137
1,393   2,276 -883
929   1,107 -178
932   989 -57
1,289   703 586
10,490   9,395 1,095
9,773   6,994 2,779
9,893   4,876 5,017
628   682 -54
1,169   1,250 -81
387   447 -60
450   531 -81
2,917   2,103 814
3,323   2,146 1,177
2,384   342 2,042
12   22 -10
562   3,482 -2,920
6,742   16,350 -9,608
2,451   1,153 1,298
1,808   522 1,286
1,181   342 839
954   967 -13
2,533   544 1,989
2,060   439 1,621
1,247   1,613 -366
469   2,665 -2,196
3,837   2,545 1,292
2,229   775 1,454
8,899   7,634 1,265
10,399   11,515 -1,116
3,955   4,223 -268
1,290   1,680 -390
711   657 54
993   951 42
2,264   2,225 39
94,202   89,780 4,422
466   1,108 -642
18,235   47,718 -29,483
8,615   16,098 -7,483
648   856 -208
11,395   9,453 1,942
6,287   5,073 1,214
10,981   8,729 2,252
872   2,105 -1,233
472   2,398 -1,926
484   474 10
18,508   16,800 1,708
1,003   1,106 -103
1,676   4,063 -2,387
1,201   1,345 -144
2,490   2,195 295
5,557   3,237 2,320
1,544   1,937 -393
3,810   1,888 1,922
101,119   98,833 2,286
1,090   812 278
473   812 -339
663   688 -25
240   204 36
270   227 43
624   909 -285
       
13,204   12,603 601
2,542   1,341 1,201
1,151   426 725
1,117   1,419 -302
2,291   2,548 -257
2,004   2,409 -405
1,024   680 344
5,513   3,515 1,998
1,258   1,432 -174
938   1,573 -635
1,288   2,923 -1,635
694   597 97
2,129   2,254 -125
67,680   59,753 7,927
978   1,226 -248
538   1,051 -513
1,141   2,056 -915
1,108   2,235 -1,127
10,725   5,323 5,402
21,708   14,037 7,671
19,057   12,550 6,507
1,098   739 359
2,365   2,283 82
16,061   14,371 1,690
546   454 92
14,807   12,280 2,527
10,746   9,590 1,156
11,265   9,686 1,579
19,459   18,845 614
9,794   9,680 114
1,022   405 617
1,366   842 524
1,205   642 563
3,316   1,507 1,809
1,152   668 484
1,573   836 737
865   677 188
1,713   1,085 628
945   163 782
1,169   461 708
1,517   1,153 364
13,459   8,347 5,112
1,146   946 200
1,193   1,407 -214
1,795   1,617 178
2,400   1,859 541
2,066   1,441 625
2,622   2,930 -308
4,632   5,692 -1,060
573   514 59
1,163   554 609
3,394   2,539 855
703   867 -164
1,385   1,365 20
6,833   6,825 8
1,841   1,657 184
5,199   4,883 316
1,534   2,020 -486
934   886 48
1,987   1,291 696
2,183   302 1,881
5,813   808 5,005
6,337   759 5,578
2,237   1,593 644
5,274   6,677 -1,403
6,707   14,245 -7,538
4,716   9,437 -4,721
710   446 264
13,685   14,575 -890
4,382   3,266 1,116
18,868   12,504 6,364
11,232   1,518 9,714
7,276   8,244 -968
724   811 -87
117   88 29
8,997   10,885 -1,888
3,440   4,162 -722
534   442 92
5,792   6,063 -271
7,939   8,464 -525
8,188   8,073 115
1,535   1,235 300
1,405   893 512
75,652   75,559 93
75,000   75,000  
65,000   65,000  
65,000   65,000  
75,000   75,000  
25,286   25,127 159
100,827   99,882 945
25,000   25,091 -91
75,000   75,805 -805
100,380   99,796 584
547   839 -292
3,569   3,639 -70
1,587   1,559 28
1,020   1,784 -764
3   5 -2
1,412   1,144 268
2,768   2,869 -101
1,449   1,537 -88
859   864 -5
254,340   326,461 -72,121
33,956   43,467 -9,511
89,559   119,472 -29,913
35,872   44,016 -8,144
81,693   88,543 -6,850
18,724   20,258 -1,534
1,885   4,276 -2,391
2,686   4,882 -2,196
800   2,458 -1,658
1,334   878 456
549   293 256
1,075   585 490
588   550 38
2,655   2,142 513
735   897 -162
3,809   7,588 -3,779
493   1,215 -722
486   1,236 -750
2,562   2,109 453
1,543   1,264 279
4,497   3,999 498
2,758   2,639 119
1,136   1,530 -394
26,687   26,983 -296
1,109   474 635
1,385   4,309 -2,924
7,008   4,175 2,833
11,180   6,030 5,150
6,592   5,593 999
28,071   21,440 6,631
5,092   2,509 2,583
7,805   4,091 3,714
3,761   1,854 1,907
6,556   3,164 3,392
2,739   2,562 177
2,557   1,921 636
1,315   1,372 -57
897   1,591 -694
1,959   6,269 -4,310
1,057   2,127 -1,070
91,676   104,597 -12,921
1,334   1,096 238
1,076   1,107 -31
1,265   2,161 -896
1,181   1,147 34
2,993   3,122 -129
1,926   1,030 896
2,278   1,083 1,195
14,846   11,752 3,094
12,766   10,023 2,743
14,364   13,726 638
8,145   7,189 956
14,590   12,740 1,850
57   23 34
149   68 81
20,605   8,301 12,304
20,196   6,642 13,554
163   75 88
1,304   1,247 57
6,733   830 5,903
417   139 278
2,085   1,978 107
1,389   416 973
2,061   832 1,229
2,178   763 1,415
53,959   49,885 4,074
128,830   123,928 4,902
1,224   1,040 184
20,055   15,507 4,548
33,080   25,570 7,510
1,298   2,362 -1,064
1,204   1,465 -261
1,652   1,228 424
465   482 -17
1,380   1,474 -94
38,951   57,905 -18,954
49,263   64,607 -15,344
94,183   91,725 2,458
888   937 -49
1,011   1,003 8
496   882 -386
2,034   5,480 -3,446
1,242   4,571 -3,329
6,990   8,047 -1,057
8,689   9,486 -797
526   443 83
659   554 105
104,800   100,106 4,694
805   1,312 -507
867   415 452
1,731   1,601 130
1,686   2,191 -505
626   960 -334
494   1,330 -836
667   465 202
3,284   2,660 624
9,894   5,273 4,621
6,891   2,771 4,120
4,471   2,332 2,139
2,683   2,118 565
3,197   3,470 -273
2,905   1,959 946
102,778   99,976 2,802
774   1,410 -636
722   678 44
479   999 -520
1,887   717 1,170
1,609   2,067 -458
907   1,656 -749
1,497   2,015 -518
62   63 -1
2,897   3,035 -138
433   730 -297
2,057   1,164 893
587   467 120
1,589   1,629 -40
286   272 14
286   154 132
2,440   1,492 948
970   903 67
970   1,054 -84
675   939 -264
7,575   6,371 1,204
18,228   14,687 3,541
7,953   15,517 -7,564
3   2 1
2,806   2,693 113
2,572   2,538 34
2,389   2,041 348
1,442   511 931
3,185   2,638 547
7,793   2,877 4,916
8,390   2,844 5,546
1,605   335 1,270
2,612   1,361 1,251
5,527   1,162 4,365
2,149   2,431 -282
3,934   5,166 -1,232
1,979   2,583 -604
107,580   99,749 7,831
6,359   6,029 330
1,103   1,286 -183
524   909 -385
14,059   1,551 12,508
553   516 37
831   774 57
1,940   1,485 455
14,050   1,434 12,616
1,187   1,033 154
1,018   156 862
1,527   1,550 -23
795   886 -91
409   443 -34
409   438 -29
639   871 -232
577   462 115
4,931   3,456 1,475
1,948   2,329 -381
6,225   5,446 779
4,434   3,288 1,146
1,522   504 1,018
2,767   2,055 712
10,250   5,582 4,668
9,844   4,345 5,499
937   1,032 -95
3,677   4,024 -347
5,049   5,108 -59
15,741   13,593 2,148
8,948   4,794 4,154
9,814   18,773 -8,959
2,363   4,393 -2,030
1,334   1,829 -495
798   965 -167
12,013   18,516 -6,503
492   200 292
1,754   438 1,316
6,745   7,115 -370
2,875   1,385 1,490
6,841   3,310 3,531
3,282   1,594 1,688
16,974   8,235 8,739
25,639   10,872 14,767
15,711   5,886 9,825
4,508   1,653 2,855
5,948   2,122 3,826
11,159   4,140 7,019
13,054   4,898 8,156
1,442   1,121 321
10,362   3,604 6,758
16,349   14,345 2,004
11,231   9,991 1,240
1,280   1,297 -17
706   713 -7
2,884   1,215 1,669
984   1,424 -440
1,121   777 344
285   106 179
12,536   4,785 7,751
780   565 215
1,638   1,439 199
2,192   1,840 352
7,936   9,862 -1,926
13,611   17,076 -3,465
809   2,150 -1,341
3,535   1,633 1,902
587   324 263
2,119   1,159 960
2,826   2,940 -114
8,526   11,667 -3,141
473   1,672 -1,199
463   542 -79
12,511   12,275 236
8,452   8,516 -64
1,354   1,249 105
1,121   2,229 -1,108
1,085   1,031 54
1,227   1,124 103
322   298 24
690   785 -95
3,551   1,719 1,832
1,555   693 862
101   50 51
1,243   695 548
1,009   596 413
728   584 144
2,063   548 1,515
1,489   470 1,019
493   642 -149
3,525   2,164 1,361
1,078   1,650 -572
976   1,170 -194
488   131 357
896   803 93
764   676 88
783   785 -2
2,996   5,271 -2,275
982   920 62
245   141 104
1,186   633 553
5,053   2,249 2,804
2,826   1,265 1,561
615   1,167 -552
3,490   5,028 -1,538
13,928   14,440 -512
9,771   9,490 281
12,823   11,986 837
11,618   9,575 2,043
16,545   13,604 2,941
4,024   3,545 479
3,277   2,567 710
2,159   1,211 948
979   1,613 -634
4,344   5,286 -942
2,954   2,293 661
20,697   16,420 4,277
982   826 156
478   264 214
718   551 167
3,312   1,979 1,333
2,771   1,385 1,386
984   1,340 -356
1,032   1,917 -885
1,043   685 358
1,007   514 493
1,430   4,418 -2,988
912   10,274 -9,362
7,123   623 6,500
5,410   534 4,876
1,813   267 1,546
762   74 688
4,518   378 4,140
3,250   267 2,983
3,052   237 2,815
14,750   11,994 2,756
10,797   14,123 -3,326
8,917   10,257 -1,340
7,689   11,300 -3,611
466   2,241 -1,775
750   757 -7
640   694 -54
776   1,353 -577
1,471   798 673
1,040   565 475
1,700   1,615 85
766   341 425
757   414 343
6,967   3,180 3,787
4,206   2,797 1,409
9,151   4,623 4,528
14,994   1,677 13,317
105,896   99,935 5,961
51,595   49,880 1,715
848   873 -25
1,348   584 764
1,200   550 650
3,001   2,811 190
2,592   2,690 -98
2,246   1,192 1,054
4,238   2,108 2,130
1,138   1,642 -504
1,476   2,258 -782
778   1,232 -454
3,832   3,074 758
1,475   1,390 85
7,710   3,926 3,784
2,883   1,297 1,586
1,760   1,599 161
3,633   1,724 1,909
2,309   1,455 854
1,382   810 572
1,341   12,943 -11,602
2,604   2,558 46
9,766   8,907 859
793   543 250
10,785   8,642 2,143
4,209   2,443 1,766
49,966   29,526 20,440
32,839   7,655 25,184
2,219   1,850 369
648   600 48
8,820   10,348 -1,528
20,912   22,716 -1,804
6,821   6,001 820
553   473 80
2,676   2,097 579
1,772   1,242 530
5,684   6,504 -820
3,485   1,391 2,094
652   362 290
2,229   1,157 1,072
3,440   3,078 362
3,452   4,639 -1,187
1,536   1,102 434
3,032   3,013 19
26,800   26,492 308
42,919   42,386 533
4,593   1,714 2,879
2,127   800 1,327
158   57 101
3,725   1,371 2,354
7,745   4,028 3,717
4,203   2,676 1,527
3,275   1,257 2,018
2,466   3,734 -1,268
17,756   23,296 -5,540
2,496   3,480 -984
6,041   5,761 280
802   241 561
476   172 304
2,670   942 1,728
1,089   943 146
27,116   21,822 5,294
5,875   5,998 -123
1,596   4,383 -2,787
617   1,142 -525
5,690   3,654 2,036
13,478   13,191 287
30,405   33,183 -2,778
27,916   18,066 9,850
64,408   29,513 34,895
1,025   654 371
978   1,069 -91
1,315   1,069 246
6,135   4,574 1,561
3,663   660 3,003
21,438   21,979 -541
102,022   71,093 30,929
12,713   9,783 2,930
10,639   8,560 2,079
6,824   4,752 2,072
3,891   2,580 1,311
26,361   13,761 12,600
30,202   14,148 16,054
550   1,686 -1,136
856   751 105
501   288 213
3,577   2,018 1,559
636   894 -258
919   865 54
2,301   2,311 -10
2,991   2,344 647
2,417   1,210 1,207
1,936   1,529 407
14,942   12,948 1,994
4,214   2,344 1,870
13,488   12,070 1,418
2,702   297 2,405
605   725 -120
635   2,205 -1,570
351   1,183 -832
1,193   737 456
1,481   947 534
1,353   842 511
100,000   133,525 -33,525
75,000   91,116 -16,116
771,670   728,571 43,099
500,000   598,042 -98,042
1,109   246 863
1,848   1,349 499
2,564   655 1,909
494   580 -86
510   630 -120
1,966   1,602 364
2,279   1,833 446
12,057   9,691 2,366
7,424   6,679 745
1,075   1,297 -222
602   570 32
522   693 -171
3,578   4,356 -778
944   613 331
7,157   3,525 3,632
4,063   500 3,563
15,225   14,073 1,152
27,097   37,584 -10,487
1,559   769 790
14   28 -14
551   3,352 -2,801
2     2
3,888   3,248 640
799   763 36
457   961 -504
6,829   5,229 1,600
47,253   48,535 -1,282
2,150   1,647 503
4,286   3,417 869
4,627   3,499 1,128
1,333   1,575 -242
2,554   23,841 -21,287
6,322   118,593 -112,271
11,263   6,420 4,843
6,546   11,572 -5,026
1,370   2,607 -1,237
10,640   20,182 -9,542
1,303   2,528 -1,225
6,033   11,297 -5,264
871   1,377 -506
4,654   6,021 -1,367
13,262   16,824 -3,562
6,573   7,549 -976
1,185   655 530
1,548   873 675
1,348   1,778 -430
14,870   12,782 2,088
10,575   14,325 -3,750
1,161   992 169
528   544 -16
528   567 -39
1,595   1,496 99
898   660 238
1,321   1,348 -27
2,863   4,813 -1,950
2,478   3,661 -1,183
1,866   1,909 -43
1,286   889 397
1,250   1,029 221
761   645 116
6,467   4,149 2,318
3,864   2,121 1,743
3,820   3,774 46
2,430   2,087 343
2,034   1,656 378
9,173   7,426 1,747
1,943   1,086 857
451   251 200
10,109   10,822 -713
390   412 -22
2,491   2,621 -130
8,185   4,551 3,634
2,896   1,576 1,320
975   1,146 -171
3,370   4,011 -641
2,032   2,374 -342
52,455   49,724 2,731
1,349   1,960 -611
490   722 -232
490   479 11
793   878 -85
1,780   1,320 460
921   1,448 -527
741   683 58
6,110   1,898 4,212
2,199   1,119 1,080
786   338 448
4,332   1,802 2,530
1,359   688 671
1,459   1,220 239
1,295   1,003 292
3,922   3,415 507
11,049   9,098 1,951
6,635   5,170 1,465
1,196   348 848
946   346 600
2,236   2,385 -149
2,939   1,809 1,130
7,430   4,375 3,055
12,759   15,665 -2,906
1,027   1,072 -45
16,737   20,684 -3,947
12,479   15,416 -2,937
23,045   26,373 -3,328
15,388   15,017 371
3,696   4,324 -628
1,413   1,636 -223
2,368   1,434 934
681   355 326
2,423   1,889 534
1,256   1,005 251
957   770 187
3,431   3,079 352
2,763   2,169 594
3,071   3,465 -394
2,260   2,063 197
679   258 421
1,367   1,072 295
30   43 -13
2,975   3,882 -907
1,604   1,649 -45
1,154   827 327
962   1,105 -143
1,102   324 778
4,871   4,789 82
1,700   1,640 60
8,315   8,103 212
6,016   5,788 228
3,664   3,885 -221
2,637   2,761 -124
7,889   8,831 -942
1,302   390 912
2,075   1,994 81
12,808   10,047 2,761
9,284   7,120 2,164
42,935   33,925 9,010
12,929   5,647 7,282
3,206   1,339 1,867
3,003   1,321 1,682
2,627   1,303 1,324
3,390   1,520 1,870
42,660   34,042 8,618
5,968   2,296 3,672
4,062   1,481 2,581
1,308   756 552
3,370   3,354 16
5,829   15,494 -9,665
4,838   16,743 -11,905
2,178   1,672 506
1,410   1,115 295
1,168   912 256
1,172   635 537
105,950   99,792 6,158
78,539   74,834 3,705
61,021   81,131 -20,110
4,279   6,954 -2,675
8,225   8,683 -458
3,238   1,474 1,764
2,226   620 1,606
1,205   883 322
852   530 322
14,942   12,000 2,942
5,204   7,274 -2,070
3,484   4,491 -1,007
3,139   3,723 -584
14,460   16,459 -1,999
12,152   12,524 -372
6,795   7,008 -213
2,123   2,207 -84
16,921   17,591 -670
7,958   8,009 -51
2,410   2,684 -274
14,758   26,278 -11,520
13,938   22,061 -8,123
13,725   13,977 -252
11,042   10,397 645
9,287   8,374 913
11,927   11,001 926
8,095   9,131 -1,036
7,728   8,528 -800
8,514   8,180 334
7,204   6,745 459
18,385   18,201 184
491   443 48
7,633   6,638 995
3,293   3,579 -286
2,969   3,526 -557
52,305   50,012 2,293
52,425   50,012 2,413
8,072   8,117 -45
5,132   5,677 -545
2,656   2,581 75
77,375   74,796 2,579
8,743   6,648 2,095
6,771   5,701 1,070
3,850   3,835 15
6,146   5,339 807
1,657   1,458 199
7,516   3,691 3,825
6,060   2,845 3,215
646   1,939 -1,293
5,527   57,962 -52,435
14,617   9,820 4,797
2,455   2,598 -143
4,572   4,974 -402
2,188   2,497 -309
21,960   102,533 -80,573
9,574   21,723 -12,149
871   2,367 -1,496
611   380 231
940   948 -8
1,491   1,314 177
1,093   384 709
796   436 360
2,669   3,566 -897
4,409   5,480 -1,071
10,832   15,684 -4,852
654   783 -129
749   559 190
2,168   1,676 492
1,572   1,117 455
281   314 -33
1,645   1,276 369
1,700   1,105 595
9,005   11,224 -2,219
4,046   6,226 -2,180
5,622   5,033 589
6,824   6,863 -39
10,560   8,863 1,697
7,900   6,691 1,209
9,341   8,234 1,107
2,470   2,780 -310
529   453 76
1,881   2,249 -368
767   2,745 -1,978
78,845   75,832 3,013
3,450   3,362 88
1,503   1,286 217
10,103   14,262 -4,159
7,028   8,956 -1,928
949   814 135
637   611 26
1,158   317 841
2,028   1,095 933
835   462 373
29   18 11
2,595   2,882 -287
161   145 16
1,613   1,654 -41
13   13  
253   196 57
6,521   5,600 921
25,057   24,477 580
1,508   202 1,306
977   131 846
3,312   535 2,777
2,209   356 1,853
1,909   1,845 64
1,664   2,075 -411
141,974   136,832 5,142
78,085   75,044 3,041
981   883 98
858   1,198 -340
918   823 95
1,811   2,133 -322
543   286 257
1,234   666 568
5,417   7,551 -2,134
3,215   3,384 -169
1,235   1,181 54
2,043   1,160 883
938   464 474
1,886   441 1,445
8,431   1,386 7,045
834   746 88
825   1,551 -726
1,600   1,200 400
1,167   1,965 -798
1,002   320 682
789   199 590
135,971   124,724 11,247
20,361   19,978 383
1,334   209 1,125
1,163   925 238
2,025   1,664 361
1,649   944 705
10,364   1,938 8,426
1,485   1,465 20
18   64 -46
14,508   10,166 4,342
23,739   8,729 15,010
20,781   12,263 8,518
15,022   5,144 9,878
16,769   4,855 11,914
15,843   5,076 10,767
12,213   9,461 2,752
5,096   4,302 794
22,912   11,878 11,034
50,546   16,455 34,091
394   362 32
12,469   17,752 -5,283
10,331   14,686 -4,355
7,203   11,245 -4,042
2,711   4,231 -1,520
3,384   6,959 -3,575
13,805   23,322 -9,517
5,311   8,176 -2,865
7,928   11,891 -3,963
8,374   13,137 -4,763
592   872 -280
125   50 75
873   537 336
2,263   946 1,317
1,676   697 979
21,459   19,998 1,461
4,825   8,576 -3,751
2,599   4,251 -1,652
2,429   1,940 489
5,671   3,317 2,354
9,918   4,281 5,637
850   842 8
3,228   2,406 822
323   125 198
2,338   873 1,465
3,827   1,373 2,454
1,071   1,155 -84
2,722   2,394 328
1,827   698 1,129
78,732   74,904 3,828
11,979   19,349 -7,370
9,859   14,018 -4,159
4,473   6,774 -2,301
1,313   769 544
103,252   99,910 3,342
898   1,044 -146
1,635   3,990 -2,355
43   39 4
1,612   2,257 -645
984   1,607 -623
465   316 149
6,112   6,635 -523
1,521   1,142 379
1,619   2,416 -797
1,954   2,328 -374
31,199   42,262 -11,063
3,820   9,021 -5,201
12,631   27,518 -14,887
6,584   13,051 -6,467
10,740   17,790 -7,050
1,447   1,199 248
2,441   1,834 607
22,598   16,950 5,648
1,439   1,283 156
1,551   1,422 129
3,513   2,643 870
4,966   3,448 1,518
79,176   77,030 2,146
1,996   2,388 -392
1,423   1,411 12
544   496 48
120,837   112,402 8,435
20,000   20,480 -480
99,730   97,997 1,733
89,240   84,595 4,645
87,088   85,661 1,427
3,185   2,928 257
5,004   4,438 566
5,004   1,911 3,093
5,494   1,149 4,345
80,142   75,084 5,058
1,627   835 792
1,289   950 339
4,018   4,752 -734
1,488   3,266 -1,778
1,055   1,526 -471
1,014   1,075 -61
732   632 100
886   935 -49
750   1,899 -1,149
1,060   817 243
1,567   1,598 -31
11,351   11,316 35
1,678   1,278 400
772   581 191
546   373 173
1,662   1,068 594
3,601   1,690 1,911
746   1,345 -599
471   1,775 -1,304
2,711   2,660 51
6,256   5,113 1,143
23,349   25,875 -2,526
11,687   5,734 5,953
8,230   2,785 5,445
7,235   22,255 -15,020
6,187   11,034 -4,847
161   286 -125
12,184   19,473 -7,289
3,799   3,778 21
5,781   6,594 -813
11,149   10,827 322
2,586   2,562 24
646   1,671 -1,025
1,023   704 319
1,916   1,986 -70
876   574 302
508   307 201
424   473 -49
1,865   1,475 390
8,535   6,051 2,484
95,017   94,936 81
20,434   19,979 455
1,029   1,368 -339
709   864 -155
1,112   2,088 -976
864   1,512 -648
965   1,129 -164
1,930   991 939
1,216   595 621
1,775   960 815
715   480 235
19,736   10,076 9,660
57,441   27,306 30,135
38,720   10,346 28,374
2,947   10,016 -7,069
1,851   6,561 -4,710
8,625   6,261 2,364
6,162   3,366 2,796
1,816   1,013 803
3,355   4,394 -1,039
3,473   3,845 -372
683   1,368 -685
939   655 284
101,942   95,172 6,770
106,036   99,972 6,064
1,111   1,252 -141
849   1,978 -1,129
902   640 262
5,769   5,987 -218
5,339   8,255 -2,916
1,288   925 363
1,548   1,415 133
1,103   1,075 28
903   1,104 -201
883   755 128
445   787 -342
8,505   16,806 -8,301
18,555   37,474 -18,919
26,918   48,663 -21,745
6,839   11,123 -4,284
1,287   784 503
1,333   1,482 -149
2,375   1,413 962
12,902   13,127 -225
1,845   617 1,228
1,477   453 1,024
1,114   502 612
587   783 -196
33,138   43,160 -10,022
1,734   1,512 222
728   775 -47
1,522   765 757
4,887   3,600 1,287
2,220   938 1,282
1,005   3,242 -2,237
3,101   4,142 -1,041
1,473   1,841 -368
761   359 402
1,182   718 464
1,390   1,147 243
894   1,058 -164
789   1,395 -606
965   1,395 -430
963   805 158
6,773   5,394 1,379
6,070   5,097 973
6,031   6,084 -53
29,326   26,084 3,242
10,192   9,208 984
2,046   1,809 237
2,145   2,174 -29
6,811   5,426 1,385
2,473   1,961 512
1,030   906 124
6,110   4,111 1,999
5,130   4,625 505
2,490   2,119 371
790   767 23
819   2,541 -1,722
921   888 33
1,138   553 585
964   1,170 -206
616   845 -229
2,908   3,947 -1,039
986   571 415
2,265   3,046 -781
1,262   1,324 -62
6,574   3,036 3,538
894   805 89
1,178   1,074 104
22,841   26,361 -3,520
884   961 -77
2,209   1,890 319
631   907 -276
817   540 277
      67,251
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       -9,362
b       -3,303
c       344
d       -5,717
e       335
      -1,123
      2,467
      1,424
      194
      157
      -51
      419
      -1,878
      -1,196
      -483
      -242
      1,489
      1,861
      9
      4
      251
      831
      -1,112
      -519
      817
      84
      123
      536
      3,046
      5,723
      -126
      223
      503
      -2,350
      686
      6
      148
      281
      988
      934
      240
      -1,501
      -824
      -1,110
      145
      13,472
      251
      -396
      2,281
      393
      69
      1,347
      1,926
      352
      -1,114
      -734
      -191
      -155
      383
      121
      -164
      -190
      -43
      -13,027
      -4,878
      40
      107
      1,083
      10,182
      1,228
      934
      145
      573
      860
      4,722
      10,566
      135
      555
      279
      2,907
      7,039
      -250
      -3
      -1,620
      -27,816
      192
      -89
      9,433
      1,852
      5,673
      4,578
      -2,618
      -10,063
      -28,926
      -2,322
      -2,234
      302
      222
      273
      -355
      90
      2,919
      -926
      564
      15,324
      22,942
      1,244
      1,307
      247
      152
      160
      181
      -46
      311
      82
      319
      127
      1,218
      239
      -60
      600
      37
      151
      2,932
      379
      53
      -1,209
      430
      -60
      745
      -84
      66
      1,236
      147
      94
      22
      384
      -2,394
      3
      965
      -5,514
      -9,421
      2,937
      127
      9,452
      11,489
      1,427
      45,598
      46,628
      6,907
      25,626
      -5,215
      202
      440
      972
      745
      1,921
      4,256
      1,481
      1,881
      3,776
      46
      1,426
      -9
      -300
      -301
      -80
      226
      -51,062
      4,029
      5,584
      4,839
      5,162
      3,146
      732
      1,927
      1,266
      1,372
      1,352
      745
      487
      1,746
      1,976
      980
      4,229
      2,868
      409
      717
      55
      185
      719
      60
      11,307
      2,576
      247
      347
      601
      458
      -129
      -18
      -1,817
      -283
      -1,478
      -7,580
      1,025
      -657
      -382
      -7,823
      -8,435
      -5,635
      -2,107
      -3,662
      -2,009
      -580
      -3,538
      -7,092
      -2,038
      -400
      -41,872
      -8,411
      -4,234
      1,057
      -703
      483
      -1,143
      -2,235
      6,474
      -3,487
      -2,716
      -26,221
      1,473
      27
      2,740
      1,392
      1,130
      1,947
      3,062
      -48
      414
      736
      8,524
      1,631
      -4,591
      -1,151
      -6,441
      -3,690
      -5,575
      -4,631
      -4,110
      -3,820
      234
      1,285
      114
      -786
      -932
      -2,132
      319
      421
      -2,316
      724
      397
      375
      -668
      1,058
      203
      1,588
      2,099
      1,002
      -2,482
      849
      2,284
      -13,012
      -2,295
      -244
      -261
      -4,454
      897
      5,035
      1,546
      -7,266
      971
      971
      1,215
      -499
      4,822
      -566
      -81
      54
      365
      -124
      -23
      -4,101
      -7,549
      -3,779
      -1,662
      -4,634
      -1,621
      -2,026
      90
      797
      1,040
      13
      1,417
      202
      328
      -479
      -185
      -535
      -115
      80
      -147
      16
      -151
      87
      581
      -9,824
      172
      682
      666
      -247
      -1,619
      -682
      -3,346
      -335
      355
      456
      2,027
      -631
      -5,228
      45
      118
      -3,063
      -1,771
      -1,596
      305
      24,764
      240
      -354
      -2,528
      -6,651
      -2,312
      -2,589
      -829
      -260
      2,537
      8,941
      5,613
      1,243
      -101
      157
      117
      294
      549
      192
      32,577
      539
      -1
      -23
      -596
      -1,234
      -1,312
      -189
      -723
      -787
      30
      582
      749
      2,040
      2,407
      1,768
      254
      -964
      1,398
      -2,846
      -1,820
      567
      -3,653
      -897
      -7,855
      -4,162
      -3,760
      -3,471
      -15,825
      -5,652
      -3,585
      -2,727
      -4,125
      -2,164
      -680
      -1,447
      -2,390
      -627
      -10,539
      -276
      -2,659
      -509
      254
      1,250
      386
      40
      11,648
      193
      -16,494
      -96,728
      -3,773
      -297
      181
      14
      1,101
      4,225
      2,371
      575
      50
      613
      1,137
      697
      -729
      134
      684
      1,482
      5,120
      18,412
      919
      402
      419
      -839
      -217
      4,617
      31
      -136
      -32
      -5
      -13
      2,362
      863
      184
      175
      1,229
      4,234
      1,494
      2,671
      -1,097
      -846
      -419
      263
      -1,012
      -75
      -20
      -1,137
      -883
      -178
      -57
      586
      1,095
      2,779
      5,017
      -54
      -81
      -60
      -81
      814
      1,177
      2,042
      -10
      -2,920
      -9,608
      1,298
      1,286
      839
      -13
      1,989
      1,621
      -366
      -2,196
      1,292
      1,454
      1,265
      -1,116
      -268
      -390
      54
      42
      39
      4,422
      -642
      -29,483
      -7,483
      -208
      1,942
      1,214
      2,252
      -1,233
      -1,926
      10
      1,708
      -103
      -2,387
      -144
      295
      2,320
      -393
      1,922
      2,286
      278
      -339
      -25
      36
      43
      -285
       
      601
      1,201
      725
      -302
      -257
      -405
      344
      1,998
      -174
      -635
      -1,635
      97
      -125
      7,927
      -248
      -513
      -915
      -1,127
      5,402
      7,671
      6,507
      359
      82
      1,690
      92
      2,527
      1,156
      1,579
      614
      114
      617
      524
      563
      1,809
      484
      737
      188
      628
      782
      708
      364
      5,112
      200
      -214
      178
      541
      625
      -308
      -1,060
      59
      609
      855
      -164
      20
      8
      184
      316
      -486
      48
      696
      1,881
      5,005
      5,578
      644
      -1,403
      -7,538
      -4,721
      264
      -890
      1,116
      6,364
      9,714
      -968
      -87
      29
      -1,888
      -722
      92
      -271
      -525
      115
      300
      512
      93
       
       
       
       
      159
      945
      -91
      -805
      584
      -292
      -70
      28
      -764
      -2
      268
      -101
      -88
      -5
      -72,121
      -9,511
      -29,913
      -8,144
      -6,850
      -1,534
      -2,391
      -2,196
      -1,658
      456
      256
      490
      38
      513
      -162
      -3,779
      -722
      -750
      453
      279
      498
      119
      -394
      -296
      635
      -2,924
      2,833
      5,150
      999
      6,631
      2,583
      3,714
      1,907
      3,392
      177
      636
      -57
      -694
      -4,310
      -1,070
      -12,921
      238
      -31
      -896
      34
      -129
      896
      1,195
      3,094
      2,743
      638
      956
      1,850
      34
      81
      12,304
      13,554
      88
      57
      5,903
      278
      107
      973
      1,229
      1,415
      4,074
      4,902
      184
      4,548
      7,510
      -1,064
      -261
      424
      -17
      -94
      -18,954
      -15,344
      2,458
      -49
      8
      -386
      -3,446
      -3,329
      -1,057
      -797
      83
      105
      4,694
      -507
      452
      130
      -505
      -334
      -836
      202
      624
      4,621
      4,120
      2,139
      565
      -273
      946
      2,802
      -636
      44
      -520
      1,170
      -458
      -749
      -518
      -1
      -138
      -297
      893
      120
      -40
      14
      132
      948
      67
      -84
      -264
      1,204
      3,541
      -7,564
      1
      113
      34
      348
      931
      547
      4,916
      5,546
      1,270
      1,251
      4,365
      -282
      -1,232
      -604
      7,831
      330
      -183
      -385
      12,508
      37
      57
      455
      12,616
      154
      862
      -23
      -91
      -34
      -29
      -232
      115
      1,475
      -381
      779
      1,146
      1,018
      712
      4,668
      5,499
      -95
      -347
      -59
      2,148
      4,154
      -8,959
      -2,030
      -495
      -167
      -6,503
      292
      1,316
      -370
      1,490
      3,531
      1,688
      8,739
      14,767
      9,825
      2,855
      3,826
      7,019
      8,156
      321
      6,758
      2,004
      1,240
      -17
      -7
      1,669
      -440
      344
      179
      7,751
      215
      199
      352
      -1,926
      -3,465
      -1,341
      1,902
      263
      960
      -114
      -3,141
      -1,199
      -79
      236
      -64
      105
      -1,108
      54
      103
      24
      -95
      1,832
      862
      51
      548
      413
      144
      1,515
      1,019
      -149
      1,361
      -572
      -194
      357
      93
      88
      -2
      -2,275
      62
      104
      553
      2,804
      1,561
      -552
      -1,538
      -512
      281
      837
      2,043
      2,941
      479
      710
      948
      -634
      -942
      661
      4,277
      156
      214
      167
      1,333
      1,386
      -356
      -885
      358
      493
      -2,988
      -9,362
      6,500
      4,876
      1,546
      688
      4,140
      2,983
      2,815
      2,756
      -3,326
      -1,340
      -3,611
      -1,775
      -7
      -54
      -577
      673
      475
      85
      425
      343
      3,787
      1,409
      4,528
      13,317
      5,961
      1,715
      -25
      764
      650
      190
      -98
      1,054
      2,130
      -504
      -782
      -454
      758
      85
      3,784
      1,586
      161
      1,909
      854
      572
      -11,602
      46
      859
      250
      2,143
      1,766
      20,440
      25,184
      369
      48
      -1,528
      -1,804
      820
      80
      579
      530
      -820
      2,094
      290
      1,072
      362
      -1,187
      434
      19
      308
      533
      2,879
      1,327
      101
      2,354
      3,717
      1,527
      2,018
      -1,268
      -5,540
      -984
      280
      561
      304
      1,728
      146
      5,294
      -123
      -2,787
      -525
      2,036
      287
      -2,778
      9,850
      34,895
      371
      -91
      246
      1,561
      3,003
      -541
      30,929
      2,930
      2,079
      2,072
      1,311
      12,600
      16,054
      -1,136
      105
      213
      1,559
      -258
      54
      -10
      647
      1,207
      407
      1,994
      1,870
      1,418
      2,405
      -120
      -1,570
      -832
      456
      534
      511
      -33,525
      -16,116
      43,099
      -98,042
      863
      499
      1,909
      -86
      -120
      364
      446
      2,366
      745
      -222
      32
      -171
      -778
      331
      3,632
      3,563
      1,152
      -10,487
      790
      -14
      -2,801
      2
      640
      36
      -504
      1,600
      -1,282
      503
      869
      1,128
      -242
      -21,287
      -112,271
      4,843
      -5,026
      -1,237
      -9,542
      -1,225
      -5,264
      -506
      -1,367
      -3,562
      -976
      530
      675
      -430
      2,088
      -3,750
      169
      -16
      -39
      99
      238
      -27
      -1,950
      -1,183
      -43
      397
      221
      116
      2,318
      1,743
      46
      343
      378
      1,747
      857
      200
      -713
      -22
      -130
      3,634
      1,320
      -171
      -641
      -342
      2,731
      -611
      -232
      11
      -85
      460
      -527
      58
      4,212
      1,080
      448
      2,530
      671
      239
      292
      507
      1,951
      1,465
      848
      600
      -149
      1,130
      3,055
      -2,906
      -45
      -3,947
      -2,937
      -3,328
      371
      -628
      -223
      934
      326
      534
      251
      187
      352
      594
      -394
      197
      421
      295
      -13
      -907
      -45
      327
      -143
      778
      82
      60
      212
      228
      -221
      -124
      -942
      912
      81
      2,761
      2,164
      9,010
      7,282
      1,867
      1,682
      1,324
      1,870
      8,618
      3,672
      2,581
      552
      16
      -9,665
      -11,905
      506
      295
      256
      537
      6,158
      3,705
      -20,110
      -2,675
      -458
      1,764
      1,606
      322
      322
      2,942
      -2,070
      -1,007
      -584
      -1,999
      -372
      -213
      -84
      -670
      -51
      -274
      -11,520
      -8,123
      -252
      645
      913
      926
      -1,036
      -800
      334
      459
      184
      48
      995
      -286
      -557
      2,293
      2,413
      -45
      -545
      75
      2,579
      2,095
      1,070
      15
      807
      199
      3,825
      3,215
      -1,293
      -52,435
      4,797
      -143
      -402
      -309
      -80,573
      -12,149
      -1,496
      231
      -8
      177
      709
      360
      -897
      -1,071
      -4,852
      -129
      190
      492
      455
      -33
      369
      595
      -2,219
      -2,180
      589
      -39
      1,697
      1,209
      1,107
      -310
      76
      -368
      -1,978
      3,013
      88
      217
      -4,159
      -1,928
      135
      26
      841
      933
      373
      11
      -287
      16
      -41
       
      57
      921
      580
      1,306
      846
      2,777
      1,853
      64
      -411
      5,142
      3,041
      98
      -340
      95
      -322
      257
      568
      -2,134
      -169
      54
      883
      474
      1,445
      7,045
      88
      -726
      400
      -798
      682
      590
      11,247
      383
      1,125
      238
      361
      705
      8,426
      20
      -46
      4,342
      15,010
      8,518
      9,878
      11,914
      10,767
      2,752
      794
      11,034
      34,091
      32
      -5,283
      -4,355
      -4,042
      -1,520
      -3,575
      -9,517
      -2,865
      -3,963
      -4,763
      -280
      75
      336
      1,317
      979
      1,461
      -3,751
      -1,652
      489
      2,354
      5,637
      8
      822
      198
      1,465
      2,454
      -84
      328
      1,129
      3,828
      -7,370
      -4,159
      -2,301
      544
      3,342
      -146
      -2,355
      4
      -645
      -623
      149
      -523
      379
      -797
      -374
      -11,063
      -5,201
      -14,887
      -6,467
      -7,050
      248
      607
      5,648
      156
      129
      870
      1,518
      2,146
      -392
      12
      48
      8,435
      -480
      1,733
      4,645
      1,427
      257
      566
      3,093
      4,345
      5,058
      792
      339
      -734
      -1,778
      -471
      -61
      100
      -49
      -1,149
      243
      -31
      35
      400
      191
      173
      594
      1,911
      -599
      -1,304
      51
      1,143
      -2,526
      5,953
      5,445
      -15,020
      -4,847
      -125
      -7,289
      21
      -813
      322
      24
      -1,025
      319
      -70
      302
      201
      -49
      390
      2,484
      81
      455
      -339
      -155
      -976
      -648
      -164
      939
      621
      815
      235
      9,660
      30,135
      28,374
      -7,069
      -4,710
      2,364
      2,796
      803
      -1,039
      -372
      -685
      284
      6,770
      6,064
      -141
      -1,129
      262
      -218
      -2,916
      363
      133
      28
      -201
      128
      -342
      -8,301
      -18,919
      -21,745
      -4,284
      503
      -149
      962
      -225
      1,228
      1,024
      612
      -196
      -10,022
      222
      -47
      757
      1,287
      1,282
      -2,237
      -1,041
      -368
      402
      464
      243
      -164
      -606
      -430
      158
      1,379
      973
      -53
      3,242
      984
      237
      -29
      1,385
      512
      124
      1,999
      505
      371
      23
      -1,722
      33
      585
      -206
      -229
      -1,039
      415
      -781
      -62
      3,538
      89
      104
      -3,520
      -77
      319
      -276
      277
       
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 65,750
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 2,934,241 48,263,719 0.060796
2017 2,379,118 50,574,957 0.047041
2016 2,274,408 46,967,278 0.048425
2015 2,630,924 44,658,145 0.058913
2014 2,466,681 48,798,126 0.050549
2
Total of line 1, column (d) .....................
2
0.265724
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
0.053145
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
47,447,446
5
Multiply line 4 by line 3......................
5
2,521,595
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,259
7
Add lines 5 and 6........................
7
2,531,854
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,565,050
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 10,259
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 10,259
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 10,259
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 16,000
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 16,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,741
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet5,741 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, IL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE NORTHERN TRUST COMPANY Telephone no.bullet (312) 630-6000

    Located atbulletPO BOX 803878CHICAGOIL ZIP+4bullet60680
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NORTHERN TRUST COMPANY TRUSTEE
    40
    313,585    
    PO BOX 803878
    CHICAGO,IL60680
    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
    48,169,996
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    48,169,996
    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
    48,169,996
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    722,550
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    47,447,446
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,372,372
    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
    2,372,372
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    10,259
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,259
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,362,113
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,362,113
    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
    2,362,113
    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
    2,565,050
    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
    2,565,050
    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
    10,259
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,554,791
    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 2,362,113
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 377,978
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 545,767
    fTotal of lines 3a through e........ 923,745
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 2,565,050
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2019 distributable amount..... 2,362,113
    e Remaining amount distributed out of corpus 202,937
    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 1,126,682
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......
    1,126,682
    10 Analysis of line 9:
    a Excess from 2015.... 377,978
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 545,767
    e Excess from 2019.... 202,937
    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
    UCLA JULES STEIN
    EYE INSTITUTE
    100 STEIN PLAZA
    LOS ANGELES,CA90065
    NONE PUBLIC GENERAL 2,373,455
    Total .................................bullet 3a 2,373,455
    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 1,252,520  
    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 65,750  
    9 Net income or (loss) from special events:       13,294  
    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)..   1,331,564  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,331,564
    (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)
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