| Person Name | Explanation |
|---|---|
| VIKRAM CHANDHOK | No compensation |
| RAVINDER CHANDHOK | No compensation |
| LYNN CHANDHOK | No compensation |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Apple Inc common stock | 26,183 | 26,183 |
| Nuveen Corp Income Target Term Fund | 9,200 | 9,200 |
| Pfizer Inc common stock | 9,584 | 9,584 |
| Southwest Airlines common stock | 9,322 | 9,322 |
| US Bancorp common stock | 9,223 | 9,223 |
| Verizon Communications common stock | 10,575 | 10,575 |
| Viatris Inc common stock | 600 | 600 |
| Janus Henderson Global Research fund | 13,386 | 13,386 |
| Neuberger Berman Sustainable Equity Investor Fund | 9,520 | 9,520 |
| Pax Sustainable Allocation Investor Fund | 8,916 | 8,916 |
| Schwab SP 500 Index Fund | 36,037 | 36,037 |
| T Rowe Price Equity Income Fund | 8,824 | 8,824 |
| Description | Amount |
|---|---|
| Gain in investment value | 8,584 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Sec 4940e excise tax | 62 |