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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 08-01-2020 , and ending 07-31-2021
Name of foundation
GERTIE F MARX PRIVATE FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)114 W 47TH ST NY8-114-07-07
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100361510
A Employer identification number

20-3278852
B Telephone number (see instructions)

(609) 274-6834
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,534,232
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... 62,373 61,984  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 198,802
b Gross sales price for all assets on line 6a 1,289,597
7 Capital gain net income (from Part IV, line 2)... 198,802
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)....... 759    
12 Total. Add lines 1 through 11........ 261,934 260,786  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,279 28,111   42,167
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 13,394 1,337   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)....... 524 524    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,197 29,972 0 42,167
25 Contributions, gifts, grants paid....... 153,408 153,408
26 Total expenses and disbursements. Add lines 24 and 25 237,605 29,972 0 195,575
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,329
b Net investment income (if negative, enter -0-) 230,814
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 330 27 27
2 Savings and temporary cash investments......... 89,045 98,669 98,669
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,114,743 Click to see attachment1,153,999 1,595,224
c Investments—corporate bonds (attach schedule)....... 699,157 Click to see attachment740,924 741,368
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 918,492 Click to see attachment844,004 1,098,944
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,821,767 2,837,623 3,534,232
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,821,767 2,837,623
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,821,767 2,837,623
30 Total liabilities and net assets/fund balances (see instructions). 2,821,767 2,837,623
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,821,767
2
Enter amount from Part I, line 27a .....................
2
24,329
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
490
4
Add lines 1, 2, and 3 ..........................
4
2,846,586
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,963
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,837,623
Form 990-PF (2020)
Form 990-PF (2020)
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 5. CME GROUP INC   2018-12-27 2020-08-03
b 11. CME GROUP INC   2018-08-08 2020-08-03
c 4. CME GROUP INC   2018-09-04 2020-08-03
d 2. CONSTELLATION BRANDS INC   2017-07-23 2020-08-03
e 8. CONSTELLATION BRANDS INC   2019-01-29 2020-08-03
5. CONSTELLATION BRANDS INC   2019-01-31 2020-08-03
5. SALESFORCE COM INC   2018-12-18 2020-08-07
3. SALESFORCE COM INC   2018-03-21 2020-08-07
1. SALESFORCE COM INC   2018-06-01 2020-08-07
9. KEYSIGHT TECHNOLOGIES   2020-06-17 2020-08-21
5. KEYSIGHT TECHNOLOGIES   2019-06-20 2020-08-21
10. LOWES COMPANIES INC COM   2018-05-16 2020-08-21
35. TJX COS INC/THE   2020-06-17 2020-08-21
463. CIE FINANCIERE RICHEMONT SA   2020-06-17 2020-08-24
114. GLAXOSMITHKLINE PLC   2020-06-17 2020-08-24
12. HOME DEPOT INC/THE   2020-06-17 2020-08-24
25. KONINKLIJKE PHILIPS NV   2016-11-11 2020-08-24
9. KONINKLIJKE PHILIPS NV   2018-11-05 2020-08-24
4. KONINKLIJKE PHILIPS NV   2018-11-06 2020-08-24
1. PEPSICO INC   2020-04-07 2020-08-24
45. PEPSICO INC   2020-06-17 2020-08-24
7. PEPSICO INC   2018-06-14 2020-08-24
3. PEPSICO INC   2018-06-13 2020-08-24
17. PROCTER & GAMBLE CO/THE   2020-06-17 2020-08-24
49. SONIC HEALTHCARE LTD   2020-06-17 2020-08-24
52. US BANCORP DEL   2020-06-17 2020-08-24
230. AMCOR PLC REG SHS   2020-06-17 2020-08-24
497.58 FHLMC SD 8068 03%2050   2020-08-25 2020-08-25
2727.01 FNMA PBM2007 04%2048   2020-08-25 2020-08-25
456.87 FNMA PMA3416 04 50%2048   2020-08-25 2020-08-25
437.09 FNMA PMA3897 03%2035   2020-08-25 2020-08-25
208.44 FNMA PMA3932 03 50%2035   2020-08-25 2020-08-25
2823.64 FNMA PMA3939 03 50%2050   2020-08-25 2020-08-25
96.24 FNMA PMA4019 02 50%2050   2020-08-25 2020-08-25
34. SONIC HEALTHCARE LTD   2020-06-17 2020-08-25
119. AMCOR PLC REG SHS   2020-06-17 2020-08-25
37. PFIZER INC   2016-01-28 2020-08-26
20. TJX COS INC/THE   2020-06-17 2020-08-26
11. WASTE MANAGEMENT INC   2019-10-21 2020-08-26
6. WASTE MANAGEMENT INC   2019-12-13 2020-08-26
19. ASTRAZENECA PLC SPONS ADR   2016-12-02 2020-08-31
6. DOLLAR GENERAL CORP   2018-12-11 2020-08-31
1. LOCKHEED MARTIN CORP   2018-12-10 2020-08-31
2. LOCKHEED MARTIN CORP   2019-04-16 2020-08-31
1. LOWES COMPANIES INC COM   2018-05-16 2020-08-31
5. LOWES COMPANIES INC COM   2018-04-19 2020-08-31
21. MONDELEZ INTERNATIONAL INC   2019-12-18 2020-08-31
5. NORTHROP GRUMMAN CORP   2009-08-05 2020-08-31
17. PFIZER INC   2016-01-28 2020-08-31
9. TOTAL FINA ELF S.A. ADR   2014-12-01 2020-08-31
1. TOTAL FINA ELF S.A. ADR   2016-05-19 2020-08-31
1. NORTHROP GRUMMAN CORP   2009-08-05 2020-09-01
4. NORTHROP GRUMMAN CORP   2020-06-17 2020-09-01
6. TOTAL FINA ELF S.A. ADR   2016-05-20 2020-09-01
8. TOTAL FINA ELF S.A. ADR   2017-09-06 2020-09-01
24. TOTAL FINA ELF S.A. ADR   2020-06-17 2020-09-01
4. TOTAL FINA ELF S.A. ADR   2020-04-07 2020-09-01
8. TOTAL FINA ELF S.A. ADR   2017-09-05 2020-09-01
1. TOTAL FINA ELF S.A. ADR   2017-08-29 2020-09-01
11. HILTON WORLDWIDE HOLDINGS INC   2020-06-17 2020-09-02
7. HILTON WORLDWIDE HOLDINGS INC   2020-06-02 2020-09-02
19. HILTON WORLDWIDE HOLDINGS INC   2020-04-09 2020-09-02
9. SALESFORCE COM INC   2018-03-21 2020-09-04
4. ROGERS COMMUNICATIONS INC   2019-05-15 2020-09-09
17. JOHNSON & JOHNSON   2020-06-17 2020-09-10
8. JOHNSON & JOHNSON   2020-01-09 2020-09-10
19. ROGERS COMMUNICATIONS INC   2019-05-15 2020-09-10
43. ALTRIA GROUP INC   2015-07-08 2020-09-11
1. ALTRIA GROUP INC   2015-08-05 2020-09-11
46. ALTRIA GROUP INC   2015-07-09 2020-09-11
23. PFIZER INC   2016-03-02 2020-09-11
77. PFIZER INC   2016-01-28 2020-09-11
49. PFIZER INC   2016-03-31 2020-09-11
23. ROGERS COMMUNICATIONS INC   2019-05-15 2020-09-11
15. ROGERS COMMUNICATIONS INC   2019-05-15 2020-09-14
4. ROGERS COMMUNICATIONS INC   2019-05-15 2020-09-14
5. ROGERS COMMUNICATIONS INC   2019-05-15 2020-09-15
13. ROGERS COMMUNICATIONS INC   2019-05-24 2020-09-15
5. ROGERS COMMUNICATIONS INC   2019-08-06 2020-09-15
11. ROGERS COMMUNICATIONS INC   2019-08-05 2020-09-15
7. ROGERS COMMUNICATIONS INC   2019-08-06 2020-09-16
2. INTUITIVE SURGICAL INC   2018-11-01 2020-09-17
4. SALESFORCE COM INC   2018-03-21 2020-09-17
1. SALESFORCE COM INC   2018-11-20 2020-09-17
719.34 FHLMC SD 8068 03%2050   2020-09-25 2020-09-25
28.64 FHLMC SD 8090 02%2050   2020-09-25 2020-09-25
2173.68 FNMA PBM2007 04%2048   2020-09-25 2020-09-25
403.8 FNMA PMA3416 04 50%2048   2020-09-25 2020-09-25
438.31 FNMA PMA3897 03%2035   2020-09-25 2020-09-25
214.66 FNMA PMA3932 03 50%2035   2020-09-25 2020-09-25
2731.78 FNMA PMA3939 03 50%2050   2020-09-25 2020-09-25
164.21 FNMA PMA4019 02 50%2050   2020-09-25 2020-09-25
34.22 FNMA PMA4120 02 50%2050   2020-09-25 2020-09-25
15. CONAGRA BRANDS INC   2019-02-14 2020-10-08
13. FORTIVE CORP   2019-09-18 2020-10-08
11. FORTIVE CORP   2019-12-17 2020-10-08
1. FORTIVE CORP   2019-12-18 2020-10-08
2. FORTIVE CORP   2020-01-13 2020-10-08
2. LOWES COMPANIES INC COM   2017-09-18 2020-10-08
8. LOWES COMPANIES INC COM   2018-04-19 2020-10-08
3. UNILEVER NV   2020-02-18 2020-10-08
4. WILLIS TOWERS WATSON PLC   2019-04-17 2020-10-08
59. CITIZENS FINANCIAL GROUP INC   2020-06-17 2020-10-09
20. CONAGRA BRANDS INC   2019-02-14 2020-10-09
12. FORTIVE CORP   2020-01-14 2020-10-09
14. FORTIVE CORP   2020-01-15 2020-10-09
2. FORTIVE CORP   2020-01-13 2020-10-09
39. INTERNATIONAL PAPER CO   2020-06-17 2020-10-09
9. JOHNSON & JOHNSON   2020-06-17 2020-10-09
1. NOVO NORDISK A/S ADR   2017-09-29 2020-10-09
6. NOVO NORDISK A/S ADR   2017-10-10 2020-10-09
12. NOVO NORDISK A/S ADR   2019-01-09 2020-10-09
16. UNILEVER NV   2020-02-18 2020-10-09
6. GENUINE PARTS CO   2020-06-17 2020-10-15
55. GLAXOSMITHKLINE PLC   2020-06-17 2020-10-15
12. TAIWAN SEMICONDUCTOR ADR   2018-12-14 2020-10-15
1. TAIWAN SEMICONDUCTOR ADR   2019-01-10 2020-10-15
9. GENUINE PARTS CO   2020-06-17 2020-10-16
19. GLAXOSMITHKLINE PLC   2020-06-17 2020-10-16
33. GLAXOSMITHKLINE PLC   2020-08-06 2020-10-16
1. VONTIER CORP   2020-10-16 2020-10-16
14. GENUINE PARTS CO   2020-06-17 2020-10-19
.8 VONTIER CORP   2020-01-13 2020-10-19
5.4 VONTIER CORP   2020-01-15 2020-10-19
4.8 VONTIER CORP   2020-01-14 2020-10-19
19. GENUINE PARTS CO   2020-06-17 2020-10-20
1. VERTEX PHARMACEUTICALS INC   2017-06-22 2020-10-21
3. VERTEX PHARMACEUTICALS INC   2018-12-19 2020-10-21
4. VERTEX PHARMACEUTICALS INC   2019-09-04 2020-10-21
4. VERTEX PHARMACEUTICALS INC   2020-06-17 2020-10-21
1124.41 FHLMC SD 8068 03%2050   2020-10-26 2020-10-26
49.85 FHLMC SD 8090 02%2050   2020-10-26 2020-10-26
2270.68 FNMA PBM2007 04%2048   2020-10-26 2020-10-26
363.53 FNMA PMA3416 04 50%2048   2020-10-26 2020-10-26
416.85 FNMA PMA3897 03%2035   2020-10-26 2020-10-26
250.91 FNMA PMA3932 03 50%2035   2020-10-26 2020-10-26
2378.81 FNMA PMA3939 03 50%2050   2020-10-26 2020-10-26
297.94 FNMA PMA4019 02 50%2050   2020-10-26 2020-10-26
54.76 FNMA PMA4120 02 50%2050   2020-10-26 2020-10-26
8. ROGERS COMMUNICATIONS INC   2019-08-06 2020-10-27
9. NIKE INC CL B   2018-01-09 2020-10-28
4. NIKE INC CL B   2019-10-24 2020-10-28
24. ROGERS COMMUNICATIONS INC   2019-12-13 2020-10-28
22. ROGERS COMMUNICATIONS INC   2019-08-06 2020-10-28
2. SHERWIN-WILLIAMS CO/THE   2018-01-29 2020-10-28
1. SHERWIN-WILLIAMS CO/THE   2018-01-11 2020-10-28
9000. WAL-MART STORES INC   2020-06-18 2020-10-28
24. ROGERS COMMUNICATIONS INC   2020-04-07 2020-10-29
1. ROGERS COMMUNICATIONS INC   2019-12-13 2020-10-29
4. COCA-COLA CO/THE   2020-07-23 2020-11-04
76. COCA-COLA CO/THE   2020-08-31 2020-11-04
49. DEUTSCHE POST AG   2020-06-17 2020-11-04
118. TELE2 AB   2020-09-04 2020-11-04
41. TELE2 AB   2020-06-17 2020-11-04
48. TELE2 AB   2020-09-04 2020-11-05
16. TELE2 AB   2020-06-17 2020-11-05
10. VERTEX PHARMACEUTICALS INC   2017-06-22 2020-11-05
2. ALIBABA GROUP HOLDING LT   2019-10-22 2020-11-06
7. ALIBABA GROUP HOLDING LT   2019-09-10 2020-11-06
18. DIAGEO PLC SPON ADR NEW   2020-06-17 2020-11-06
16. GODADDY INC SHS CL A   2020-06-17 2020-11-06
11. GODADDY INC SHS CL A   2019-12-19 2020-11-06
2. GODADDY INC SHS CL A   2019-08-01 2020-11-06
17. GODADDY INC SHS CL A   2019-07-11 2020-11-06
6. GODADDY INC SHS CL A   2020-05-18 2020-11-06
6. HEINEKEN N V ADR   2020-03-11 2020-11-06
67. HEINEKEN N V ADR   2020-03-31 2020-11-06
8. LOWES COMPANIES INC COM   2019-10-22 2020-11-06
14. PROLOGIS INC   2019-10-28 2020-11-06
1. BIOGEN IDEC INC   2020-04-07 2020-11-09
5. BIOGEN IDEC INC   2020-02-07 2020-11-09
48. US BANCORP DEL   2013-01-02 2020-11-09
10. SNAP INC CL A   2020-06-17 2020-11-10
50. SNAP INC CL A   2020-06-30 2020-11-10
2. US BANCORP DEL   2020-05-18 2020-11-10
9. US BANCORP DEL   2013-01-14 2020-11-10
51. US BANCORP DEL   2013-01-02 2020-11-10
30. HEINEKEN N V ADR   2020-03-31 2020-11-11
12. M&T BANK CORP   2020-06-17 2020-11-11
16. MEDTRONIC PLC SHS   2019-03-01 2020-11-11
3. MEDTRONIC PLC SHS   2019-02-13 2020-11-11
5. MEDTRONIC PLC SHS   2019-07-26 2020-11-11
19. ABBVIE INC   2020-06-17 2020-11-13
46. COCA-COLA CO/THE   2020-07-23 2020-11-13
40. SYSCO CORP   2020-09-16 2020-11-13
140. TELE2 AB   2020-06-17 2020-11-13
20. UNILEVER NV   2020-02-19 2020-11-13
10. UNILEVER NV   2020-02-18 2020-11-13
3. UNILEVER NV   2020-02-18 2020-11-13
5. UNILEVER NV   2020-02-19 2020-11-13
14. AMERICAN EXPRESS CO   2020-06-17 2020-11-16
14. CONAGRA BRANDS INC   2019-02-13 2020-11-16
2. DOLLAR GENERAL CORP   2018-12-11 2020-11-16
3. DOLLAR GENERAL CORP   2018-12-11 2020-11-16
1. FEDEX CORP   2020-01-14 2020-11-16
1. FEDEX CORP   2020-01-13 2020-11-16
9. FEDEX CORP   2019-06-27 2020-11-16
12. HOME DEPOT INC/THE   2020-06-17 2020-11-16
1. LOCKHEED MARTIN CORP   2020-04-07 2020-11-16
4. LOCKHEED MARTIN CORP   2014-02-03 2020-11-16
1. LOCKHEED MARTIN CORP   2018-12-10 2020-11-16
10. LOWES COMPANIES INC COM   2019-11-12 2020-11-16
2. NEWELL BRANDS INC   2019-09-27 2020-11-16
9. NEWELL BRANDS INC   2019-09-26 2020-11-16
4. NEWELL BRANDS INC   2019-09-25 2020-11-16
1. NEWELL BRANDS INC   2019-09-24 2020-11-16
4. QUEST DIAGNOSTICS INC   2019-04-24 2020-11-16
4. SONY CORP ADR AMERN SH NEW   2019-07-30 2020-11-16
139. TELE2 AB   2020-06-17 2020-11-16
13. US BANCORP DEL   2020-05-18 2020-11-16
13. US BANCORP DEL   2020-05-19 2020-11-16
16. UNILEVER NV   2020-02-19 2020-11-16
9. UNILEVER NV   2020-02-18 2020-11-16
14. VERIZON COMMUNICATIONS INC   2019-05-16 2020-11-16
20. VERIZON COMMUNICATIONS INC   2019-06-14 2020-11-16
17. WILLIAMS COS INC/THE   2018-08-07 2020-11-16
17. WILLIAMS COS INC/THE   2018-08-06 2020-11-16
1. WILLIAMS COS INC/THE   2018-08-03 2020-11-16
3. WILLIAMS COS INC/THE   2018-08-08 2020-11-16
17. WILLIAMS COS INC/THE   2018-05-22 2020-11-16
6. WILLIAMS COS INC/THE   2018-05-21 2020-11-16
5. MEDTRONIC PLC SHS   2019-02-13 2020-11-16
9. MEDTRONIC PLC SHS   2017-10-27 2020-11-16
6. CONAGRA BRANDS INC   2019-02-13 2020-11-17
7. CONAGRA BRANDS INC   2020-04-07 2020-11-17
12. CONAGRA BRANDS INC   2020-06-17 2020-11-17
2. CONAGRA BRANDS INC   2019-02-14 2020-11-17
6. LOCKHEED MARTIN CORP   2020-06-17 2020-11-17
15. NEWELL BRANDS INC   2019-09-26 2020-11-17
4. NEWELL BRANDS INC   2019-09-27 2020-11-17
1. NEWELL BRANDS INC   2019-09-24 2020-11-17
7. NEWELL BRANDS INC   2019-09-25 2020-11-17
2. QUEST DIAGNOSTICS INC   2020-06-17 2020-11-17
1. QUEST DIAGNOSTICS INC   2019-04-24 2020-11-17
6. QUEST DIAGNOSTICS INC   2019-04-25 2020-11-17
1. QUEST DIAGNOSTICS INC   2020-04-07 2020-11-17
11. SONY CORP ADR AMERN SH NEW   2019-07-30 2020-11-17
274. TELE2 AB   2020-06-17 2020-11-17
40. US BANCORP DEL   2020-05-19 2020-11-17
48. US BANCORP DEL   2020-06-17 2020-11-17
6. WILLIAMS COS INC/THE   2018-05-22 2020-11-17
1. WILLIAMS COS INC/THE   2018-08-08 2020-11-17
2. WILLIAMS COS INC/THE   2018-05-21 2020-11-17
6. WILLIAMS COS INC/THE   2018-08-06 2020-11-17
6. WILLIAMS COS INC/THE   2018-08-07 2020-11-17
30. CONAGRA BRANDS INC   2020-06-17 2020-11-18
16. NEWELL BRANDS INC   2019-09-26 2020-11-18
4. NEWELL BRANDS INC   2019-09-27 2020-11-18
8. NEWELL BRANDS INC   2019-09-25 2020-11-18
1. NEWELL BRANDS INC   2019-09-24 2020-11-18
6. QUEST DIAGNOSTICS INC   2020-06-17 2020-11-18
9000. ABBVIE INC   2020-06-18 2020-11-19
5000. AMERICAN EXPRESS CREDIT   2020-06-19 2020-11-19
4000. CIGNA CORP   2020-06-18 2020-11-19
8000. CAPITAL ONE FINANCIAL CO   2020-06-18 2020-11-19
5000. GOLDMAN SACHS GROUP INC   2020-06-18 2020-11-19
7. LOWES COMPANIES INC COM   2019-11-12 2020-11-19
3. NEWELL BRANDS INC   2019-09-25 2020-11-19
6. NEWELL BRANDS INC   2019-09-26 2020-11-19
1. NEWELL BRANDS INC   2019-09-27 2020-11-19
12000. U.S. TREASURY PRIN STRIP   2020-06-18 2020-11-19
8000. VERIZON COMMUNICATIONS   2020-06-18 2020-11-19
.04 VIATRIS INC   2016-03-31 2020-11-20
20. SNAP INC CL A   2020-06-17 2020-11-23
1914.65 FHLMC SD 8068 03%2050   2020-11-25 2020-11-25
67.06 FHLMC SD 8090 02%2050   2020-11-25 2020-11-25
2284.91 FNMA PBM2007 04%2048   2020-11-25 2020-11-25
376.04 FNMA PMA3416 04 50%2048   2020-11-25 2020-11-25
405.73 FNMA PMA3897 03%2035   2020-11-25 2020-11-25
278.99 FNMA PMA3932 03 50%2035   2020-11-25 2020-11-25
2481.95 FNMA PMA3939 03 50%2050   2020-11-25 2020-11-25
511.09 FNMA PMA4019 02 50%2050   2020-11-25 2020-11-25
71.44 FNMA PMA4120 02 50%2050   2020-11-25 2020-11-25
15. MEDTRONIC PLC SHS   2017-10-31 2020-11-30
2. MEDTRONIC PLC SHS   2017-10-26 2020-11-30
3. MEDTRONIC PLC SHS   2017-10-27 2020-11-30
9. MEDTRONIC PLC SHS   2017-10-30 2020-11-30
5. MEDTRONIC PLC SHS   2020-08-26 2020-11-30
3. MEDTRONIC PLC SHS   2017-11-01 2020-11-30
5. DIAGEO PLC SPON ADR NEW   2020-06-17 2020-12-02
7. SALESFORCE COM INC   2018-11-20 2020-12-02
2. SALESFORCE COM INC   2018-03-26 2020-12-02
5. MEDTRONIC PLC SHS   2020-04-07 2020-12-02
3. MEDTRONIC PLC SHS   2020-08-26 2020-12-02
32. MEDTRONIC PLC SHS   2020-06-17 2020-12-02
17. DIAGEO PLC SPON ADR NEW   2020-06-17 2020-12-03
19. HEINEKEN N V ADR   2020-03-31 2020-12-03
9. SALESFORCE COM INC   2020-06-17 2020-12-03
4. SALESFORCE COM INC   2018-03-26 2020-12-03
24. SCHNEIDER ELEC SA ADR   2020-04-02 2020-12-03
100. SCHNEIDER ELEC SA ADR   2020-04-29 2020-12-03
14. HEINEKEN N V ADR   2020-03-31 2020-12-04
5. CVS HEALTH CORP   2018-11-30 2020-12-14
5. CVS HEALTH CORP   2018-11-30 2020-12-14
5. CVS HEALTH CORP   2018-11-30 2020-12-14
8. CVS HEALTH CORP   2019-03-19 2020-12-14
6. CVS HEALTH CORP   2018-11-30 2020-12-14
2. CONSTELLATION BRANDS INC   2020-06-17 2020-12-14
2. CONSTELLATION BRANDS INC   2019-02-01 2020-12-14
2. CONSTELLATION BRANDS INC   2019-12-03 2020-12-14
15. DOWDUPONT INC   2019-07-30 2020-12-14
1. DUPONT DE NEMOURS INC   2019-03-26 2020-12-14
1. DUPONT DE NEMOURS INC   2019-03-26 2020-12-14
9. DUPONT DE NEMOURS INC   2019-05-07 2020-12-14
12. DUPONT DE NEMOURS INC   2019-05-15 2020-12-14
4. DUPONT DE NEMOURS INC   2020-01-14 2020-12-14
18. METLIFE INC   2014-08-29 2020-12-14
7. METLIFE INC   2014-09-02 2020-12-14
10. METLIFE INC   2017-01-11 2020-12-14
5. VERIZON COMMUNICATIONS INC   2019-04-23 2020-12-14
20. VERIZON COMMUNICATIONS INC   2019-04-30 2020-12-14
3. VERIZON COMMUNICATIONS INC   2019-05-16 2020-12-14
1. CONSTELLATION BRANDS INC   2019-02-01 2020-12-15
3. CONSTELLATION BRANDS INC   2020-06-17 2020-12-15
1. CONSTELLATION BRANDS INC   2019-12-03 2020-12-15
36. DOWDUPONT INC   2019-07-30 2020-12-15
1. METLIFE INC   2014-09-02 2020-12-15
4. METLIFE INC   2014-08-29 2020-12-15
2. METLIFE INC   2017-01-11 2020-12-15
2.73 VIATRIS INC   2020-04-07 2020-12-15
4.34 VIATRIS INC   2020-06-17 2020-12-15
4.93 VIATRIS INC   2016-03-31 2020-12-15
30. ABBVIE INC   2020-06-17 2020-12-16
19. COCA-COLA CO/THE   2020-11-16 2020-12-16
31. COCA-COLA CO/THE   2020-07-23 2020-12-16
4. COCA-COLA CO/THE   2020-06-17 2020-12-16
38. SNAP INC CL A   2020-06-17 2020-12-16
59. SGS SOC GEN SRVLLNCE ADR   2020-06-17 2020-12-17
6. INTUIT INC   2018-10-17 2020-12-18
2. INTUIT INC   2018-07-27 2020-12-18
67. NOVARTIS AG SPNSRD ADR   2020-06-17 2020-12-18
2. SERVICENOW INC   2019-08-14 2020-12-18
4. SERVICENOW INC   2019-10-22 2020-12-18
1. SERVICENOW INC   2018-10-31 2020-12-18
86. SGS SOC GEN SRVLLNCE ADR   2020-06-17 2020-12-18
3000. CVS HEALTH CORP   2020-06-18 2020-12-22
4. ABBVIE INC   2020-06-17 2020-12-23
3. ADOBE SYS INC COM   2017-06-22 2020-12-23
10. ALTRIA GROUP INC   2015-08-05 2020-12-23
7. AMADEUS IT GROUP SA   2020-10-28 2020-12-23
1. AMAZON COM INC   2017-06-22 2020-12-23
1. AMAZON COM INC   2017-06-30 2020-12-23
3. AMERICAN EXPRESS CO   2020-04-28 2020-12-23
17. AMERICAN INTERNATIONAL GROUP INC   2017-03-10 2020-12-23
8. AMERICAN INTERNATIONAL GROUP INC   2015-06-12 2020-12-23
9. AMERICAN INTERNATIONAL GROUP INC   2016-03-11 2020-12-23
2. AMERICAN INTERNATIONAL GROUP INC   2017-05-03 2020-12-23
3. ANALOG DEVICES INC   2020-01-29 2020-12-23
3. ANSELL LTD-SPON ADR   2020-06-17 2020-12-23
4. ANTHEM INC   2016-05-12 2020-12-23
12. APPLE INC   2016-07-13 2020-12-23
4. APPLIED MATERIALS INC   2020-06-17 2020-12-23
13. ASTRAZENECA PLC SPONS ADR   2016-10-20 2020-12-23
20. BAE SYSTEMS PLC   2019-04-03 2020-12-23
10. BAE SYSTEMS PLC   2019-05-28 2020-12-23
6. BP P L C SPONS ADR   2018-01-24 2020-12-23
3. BP P L C SPONS ADR   2018-01-29 2020-12-23
16. BP P L C SPONS ADR   2018-01-24 2020-12-23
4. BALL CORP   2019-09-11 2020-12-23
3. BERKSHIRE HATHAWAYINC   2020-04-24 2020-12-23
22. BOSTON SCIENTIFIC CORP COM   2020-03-02 2020-12-23
7. BRISTOL-MYERS SQUIBB CO   2020-10-09 2020-12-23
24. BRITISH AMERICAN TOBACCO PLC   2020-06-17 2020-12-23
3. CVS HEALTH CORP   2018-11-30 2020-12-23
2. CVS HEALTH CORP   2019-03-19 2020-12-23
19. CARRIER GLOBAL CORP REG   2020-06-17 2020-12-23
17. CISCO SYSTEMS INC   2015-01-08 2020-12-23
15. CITIGROUP INC   2013-01-02 2020-12-23
19. CITIZENS FINANCIAL GROUP INC   2020-06-17 2020-12-23
7. COCA-COLA CO/THE   2020-06-17 2020-12-23
6. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2016-01-28 2020-12-23
8. COGNIZANT TECHNOLOGY SOLUTIONS CORP   2017-06-07 2020-12-23
23. COMCAST CORP   2013-02-21 2020-12-23
6. COMCAST CORP   2012-11-09 2020-12-23
8. CONOCOPHILLIPS   2019-07-09 2020-12-23
4. CONOCOPHILLIPS   2019-07-16 2020-12-23
2. COSTAR GROUP INC   2018-01-24 2020-12-23
1. COUPA SOFTWARE INC   2020-06-19 2020-12-23
5. DBS GROUP HOLDINGS LTD   2020-08-19 2020-12-23
1. DOMINO S PIZZA INC   2017-07-10 2020-12-23
6. EDISON INTERNATIONAL   2020-04-16 2020-12-23
6. EQUINOR ASA   2019-08-21 2020-12-23
28. EQUINOR ASA   2019-08-22 2020-12-23
4. FACEBOOK INC   2020-02-06 2020-12-23
17. FOX CORP   2019-11-18 2020-12-23
4. ARTHUR J GALLAGHER & CO   2018-10-15 2020-12-23
1. ARTHUR J GALLAGHER & CO   2018-10-16 2020-12-23
66. GENERAL ELECTRIC CO   2019-11-18 2020-12-23
1. GENERAL MOTORS CO   2019-09-05 2020-12-23
30. GENERAL MOTORS CO   2020-01-15 2020-12-23
10. HASBRO INC   2020-06-17 2020-12-23
2. HUMANA INC   2016-10-19 2020-12-23
7. INTERNATIONAL PAPER CO   2020-06-17 2020-12-23
2. INTUIT INC   2018-06-28 2020-12-23
158. ISHARES CORE S&P MID-CAP ETF   2020-06-17 2020-12-23
598. ISHARES CORE S&P SMALL-CAP ETF   2018-02-28 2020-12-23
1. J P MORGAN CHASE & CO   2012-06-14 2020-12-23
13. J P MORGAN CHASE & CO   2012-06-13 2020-12-23
3. KEYSIGHT TECHNOLOGIES   2019-03-06 2020-12-23
19. KONINKLIJKE PHILIPS NV   2016-11-11 2020-12-23
3. LVMH MOET HENNESSY LOUIS VUITTON SE   2020-03-26 2020-12-23
4. LOCKHEED MARTIN CORP   2020-06-17 2020-12-23
2. LOWES COMPANIES INC COM   2017-09-18 2020-12-23
5. M&T BANK CORP   2020-06-17 2020-12-23
11. MARATHON PETROLEUM CORP   2014-10-27 2020-12-23
2. MASTERCARD INC   2018-05-10 2020-12-23
3. MASTERCARD INC   2018-07-26 2020-12-23
2. MASTERCARD INC   2018-10-12 2020-12-23
1. MCKESSON CORP   2017-06-23 2020-12-23
1. MCKESSON CORP   2018-03-12 2020-12-23
1. MERCADOLIBRE INC   2017-08-23 2020-12-23
2. METLIFE INC   2017-01-10 2020-12-23
8. METLIFE INC   2017-06-22 2020-12-23
13. MICROSOFT CORP COM   2014-12-11 2020-12-23
6. MONDELEZ INTERNATIONAL INC   2019-12-17 2020-12-23
7. MORGAN STANLEY   2014-01-21 2020-12-23
18. MORGAN STANLEY   2014-02-19 2020-12-23
2. MORGAN STANLEY   2014-08-22 2020-12-23
1. MOTOROLA SOLUTIONS INC   2013-10-03 2020-12-23
2. MOTOROLA SOLUTIONS INC   2013-10-02 2020-12-23
3. NESTLE S A SPONSORED ADR   2020-06-17 2020-12-23
3. NETFLIX COM INC   2017-06-22 2020-12-23
5. NIKE INC CL B   2018-01-03 2020-12-23
4. NOVARTIS AG SPNSRD ADR   2020-06-17 2020-12-23
9. OTIS WORLDWIDE CORP REG   2020-04-07 2020-12-23
8. PAYCHEX INC   2020-06-17 2020-12-23
4. PAYPAL HOLDINGS INC SHS   2020-04-01 2020-12-23
10. PFIZER INC   2016-03-31 2020-12-23
7. PHILIP MORRIS INTERNATIONAL INC   2020-06-17 2020-12-23
6. PIONEER NAT RES CO   2020-03-31 2020-12-23
4. PROCTER & GAMBLE CO/THE   2020-06-17 2020-12-23
5. PROGRESSIVE CORP/THE   2020-08-24 2020-12-23
6. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-09-23 2020-12-23
4. PUBLIC SERVICE ENTERPRISE GROUP INC   2015-09-24 2020-12-23
5. RAYTHEON TECHNOLOGIES   2020-06-17 2020-12-23
19. RECKITT BENCKISER GROUP PLC   2020-06-17 2020-12-23
19. RELX PLC   2020-06-17 2020-12-23
1. RINGCENTRAL INC   2020-06-25 2020-12-23
2. ROPER TECHNOLOGIES INC   2018-01-11 2020-12-23
2. S&P GLOBAL INC   2017-10-26 2020-12-23
3. SBA COMMUNICATIONS CORP   2018-04-10 2020-12-23
21. SANOFI-SYNTHELABO   2019-09-25 2020-12-23
17. CHARLES SCHWAB CORP/THE   2017-10-11 2020-12-23
15. SNAP INC CL A   2020-04-09 2020-12-23
13. SONIC HEALTHCARE LTD   2020-06-17 2020-12-23
11. TJX COS INC/THE   2020-04-28 2020-12-23
4. TAIWAN SEMICONDUCTOR ADR   2019-01-08 2020-12-23
81. TELUS CORP   2020-06-17 2020-12-23
6. TEXAS INSTRUMENTS INC   2020-06-17 2020-12-23
8. TRANSUNION   2019-02-12 2020-12-23
23. UNILEVER PLC AMER SHS ADR NEW   2020-02-19 2020-12-23
7. UNILEVER PLC AMER SHS ADR NEW   2020-03-04 2020-12-23
1. UNION PACIFIC CORP   2017-12-04 2020-12-23
1. UNION PACIFIC CORP   2018-02-12 2020-12-23
11. UNITED OVERSEAS BANK LTD   2020-07-08 2020-12-23
3. UNITEDHEALTH GROUP INC   2015-01-15 2020-12-23
4. UNITEDHEALTH GROUP INC   2014-12-23 2020-12-23
10. VERIZON COMMUNICATIONS INC   2012-05-07 2020-12-23
13. VISA INC   2017-07-31 2020-12-23
28. WELLS FARGO & CO NEW   2016-07-13 2020-12-23
6. WELLS FARGO & CO NEW   2017-08-29 2020-12-23
5. ZOETIS INC   2018-01-11 2020-12-23
5. EATON CORP PLC   2020-06-17 2020-12-23
5. MEDTRONIC PLC SHS   2020-06-17 2020-12-23
6. ALCON SA ACT NOM   2019-04-15 2020-12-23
2. WIX COM LTD   2020-11-06 2020-12-23
2. ASML HLDG NV NY REG SHS   2019-01-04 2020-12-23
3. NXP SEMICONDUCTORS N.V.   2019-08-14 2020-12-23
1955.55 FHLMC SD 8068 03%2050   2020-12-28 2020-12-28
69.54 FHLMC SD 8090 02%2050   2020-12-28 2020-12-28
1715.77 FNMA PBM2007 04%2048   2020-12-28 2020-12-28
334.53 FNMA PMA3416 04 50%2048   2020-12-28 2020-12-28
348.71 FNMA PMA3897 03%2035   2020-12-28 2020-12-28
168.19 FNMA PMA3932 03 50%2035   2020-12-28 2020-12-28
2370.86 FNMA PMA3939 03 50%2050   2020-12-28 2020-12-28
476.98 FNMA PMA4019 02 50%2050   2020-12-28 2020-12-28
84.26 FNMA PMA4120 02 50%2050   2020-12-28 2020-12-28
3. SERVICENOW INC   2018-10-31 2020-12-29
8. PROLOGIS INC   2020-03-17 2021-01-04
8. PROLOGIS INC   2020-06-17 2021-01-04
4. PROLOGIS INC   2019-10-28 2021-01-04
42. CITIZENS FINANCIAL GROUP INC   2020-06-17 2021-01-08
12. TAIWAN SEMICONDUCTOR ADR   2019-01-10 2021-01-08
7. GENUINE PARTS CO   2020-06-17 2021-01-13
7. M&T BANK CORP   2020-06-17 2021-01-13
43. NOVARTIS AG SPNSRD ADR   2020-06-17 2021-01-13
8000. U.S. TREASURY BOND   2020-06-18 2021-01-13
8000. U.S. TRSY INFLATION NTE   2020-06-18 2021-01-13
25. EATON CORP PLC   2020-06-17 2021-01-13
8. GENUINE PARTS CO   2020-06-17 2021-01-14
8. M&T BANK CORP   2020-06-17 2021-01-14
17. NOVARTIS AG SPNSRD ADR   2020-06-17 2021-01-14
11. GENUINE PARTS CO   2020-06-17 2021-01-15
1. INTUITIVE SURGICAL INC   2018-10-11 2021-01-15
2. INTUITIVE SURGICAL INC   2019-10-16 2021-01-15
5. M&T BANK CORP   2020-06-17 2021-01-15
2. SERVICENOW INC   2018-10-31 2021-01-15
19. APPLIED MATERIALS INC   2020-10-08 2021-01-19
35. CARRIER GLOBAL CORP REG   2020-06-17 2021-01-19
3. FEDEX CORP   2020-04-07 2021-01-19
2. FEDEX CORP   2020-01-13 2021-01-19
9. FEDEX CORP   2020-06-17 2021-01-19
9. GENUINE PARTS CO   2020-06-17 2021-01-19
6. MOTOROLA SOLUTIONS INC   2013-10-03 2021-01-19
13. PPG INDUSTRIES INC   2020-12-15 2021-01-19
22. PFIZER INC   2020-04-07 2021-01-19
35. PFIZER INC   2020-06-17 2021-01-19
30. PFIZER INC   2016-03-31 2021-01-19
1. WILLIS TOWERS WATSON PLC   2019-03-01 2021-01-19
3. WILLIS TOWERS WATSON PLC   2019-03-04 2021-01-19
2. WILLIS TOWERS WATSON PLC   2019-02-13 2021-01-19
2. WILLIS TOWERS WATSON PLC   2019-04-18 2021-01-19
38. BAE SYSTEMS PLC   2020-09-04 2021-01-20
5. BAE SYSTEMS PLC   2019-05-28 2021-01-20
2. FEDEX CORP   2020-06-17 2021-01-20
9. GENUINE PARTS CO   2020-06-17 2021-01-20
3. MOTOROLA SOLUTIONS INC   2013-10-03 2021-01-20
2. WILLIS TOWERS WATSON PLC   2020-04-07 2021-01-20
2. WILLIS TOWERS WATSON PLC   2019-04-18 2021-01-20
2368.86 FHLMC SD 8068 03%2050   2021-01-25 2021-01-25
97.74 FHLMC SD 8090 02%2050   2021-01-25 2021-01-25
1814.92 FNMA PBM2007 04%2048   2021-01-25 2021-01-25
341.7 FNMA PMA3416 04 50%2048   2021-01-25 2021-01-25
339.32 FNMA PMA3897 03%2035   2021-01-25 2021-01-25
245.48 FNMA PMA3932 03 50%2035   2021-01-25 2021-01-25
2250.87 FNMA PMA3939 03 50%2050   2021-01-25 2021-01-25
546.18 FNMA PMA4019 02 50%2050   2021-01-25 2021-01-25
126.89 FNMA PMA4120 02 50%2050   2021-01-25 2021-01-25
3. ADOBE SYS INC COM   2019-11-13 2021-01-26
4. JOHNSON & JOHNSON   2020-04-07 2021-01-27
24. JOHNSON & JOHNSON   2020-06-17 2021-01-27
5. NESTLE S A SPONSORED ADR   2020-06-17 2021-01-27
15. NESTLE S A SPONSORED ADR   2020-11-19 2021-01-27
22. NOVARTIS AG SPNSRD ADR   2020-09-10 2021-01-27
17. NOVARTIS AG SPNSRD ADR   2020-06-17 2021-01-27
19. PAYCHEX INC   2020-06-17 2021-01-27
15. PROCTER & GAMBLE CO/THE   2020-06-17 2021-01-27
9. COUPA SOFTWARE INC   2020-06-19 2021-01-28
24. DBS GROUP HOLDINGS LTD   2020-08-19 2021-01-28
11. KEYSIGHT TECHNOLOGIES   2019-03-06 2021-01-28
4. KEYSIGHT TECHNOLOGIES   2019-06-20 2021-01-28
53. DEUTSCHE POST AG   2020-06-17 2021-01-29
56. DEUTSCHE POST AG   2020-06-17 2021-02-01
16. CISCO SYSTEMS INC   2019-09-05 2021-02-02
3. CISCO SYSTEMS INC   2020-01-13 2021-02-02
31. CISCO SYSTEMS INC   2019-08-21 2021-02-02
7. KEYSIGHT TECHNOLOGIES   2019-03-06 2021-02-02
14. KEYSIGHT TECHNOLOGIES   2020-09-22 2021-02-02
10. PROCTER & GAMBLE CO/THE   2020-06-17 2021-02-02
23. NESTLE S A SPONSORED ADR   2020-06-17 2021-02-03
18. PROCTER & GAMBLE CO/THE   2020-06-17 2021-02-04
8000. AMERICAN EXPRESS CREDIT   2020-06-19 2021-02-10
7000. JPMORGAN CHASE & CO   2020-06-18 2021-02-10
5000. U.S. TREASURY BOND   2020-06-18 2021-02-10
6000. U.S. TREASURY NOTE   2020-06-18 2021-02-10
17000. U.S. TREASURY NOTE   2021-01-13 2021-02-10
49. HEINEKEN N V ADR   2020-03-31 2021-02-16
16. PHILIP MORRIS INTERNATIONAL INC   2020-11-11 2021-02-16
28. PHILIP MORRIS INTERNATIONAL INC   2020-06-17 2021-02-16
16. PROCTER & GAMBLE CO/THE   2020-06-17 2021-02-16
29. EATON CORP PLC   2020-06-17 2021-02-16
103. BAE SYSTEMS PLC   2019-05-28 2021-02-17
8. HEINEKEN N V ADR   2020-04-07 2021-02-17
11. HEINEKEN N V ADR   2020-03-31 2021-02-17
3. SBA COMMUNICATIONS CORP   2018-04-12 2021-02-17
6. SBA COMMUNICATIONS CORP   2020-06-17 2021-02-17
144. AMCOR PLC REG SHS   2020-06-17 2021-02-17
7. ALIBABA GROUP HOLDING LT   2019-10-22 2021-02-18
7000. ALTRIA GROUP INC   2020-06-18 2021-02-18
39. NESTLE S A SPONSORED ADR   2020-06-17 2021-02-18
238. AMCOR PLC REG SHS   2020-06-17 2021-02-18
9000. U.S. TREASURY NOTE   2021-01-13 2021-02-19
6. ALIBABA GROUP HOLDING LT   2019-10-22 2021-02-22
2. FACEBOOK INC   2021-01-04 2021-02-22
4. FACEBOOK INC   2020-12-16 2021-02-22
1. FACEBOOK INC   2020-10-21 2021-02-22
17. PAYCHEX INC   2020-06-17 2021-02-23
65. UNITED OVERSEAS BANK LTD   2020-07-08 2021-02-23
50. PAYCHEX INC   2020-06-17 2021-02-24
58. UNITED OVERSEAS BANK LTD   2020-07-08 2021-02-24
67. COCA-COLA CO/THE   2020-06-17 2021-02-25
2249.16 FHLMC SD 8068 03%2050   2021-02-25 2021-02-25
139.28 FHLMC SD 8090 02%2050   2021-02-25 2021-02-25
1392.21 FNMA PBM2007 04%2048   2021-02-25 2021-02-25
213.61 FNMA PMA3416 04 50%2048   2021-02-25 2021-02-25
315.8 FNMA PMA3897 03%2035   2021-02-25 2021-02-25
208.74 FNMA PMA3932 03 50%2035   2021-02-25 2021-02-25
1967.93 FNMA PMA3939 03 50%2050   2021-02-25 2021-02-25
515.2 FNMA PMA4019 02 50%2050   2021-02-25 2021-02-25
229.21 FNMA PMA4120 02 50%2050   2021-02-25 2021-02-25
6. LOCKHEED MARTIN CORP   2020-06-17 2021-02-25
109. TELUS CORP   2020-06-17 2021-02-25
7. ALIBABA GROUP HOLDING LT   2020-03-09 2021-02-26
4. ALIBABA GROUP HOLDING LT   2019-08-15 2021-02-26
6. ALIBABA GROUP HOLDING LT   2019-10-22 2021-02-26
96. BRITISH AMERICAN TOBACCO PLC   2020-06-17 2021-02-26
18. TELUS CORP   2020-06-17 2021-02-26
1. CME GROUP INC   2019-02-05 2021-03-01
18. CME GROUP INC   2020-06-17 2021-03-01
27. DOWDUPONT INC   2019-07-02 2021-03-01
17. DOWDUPONT INC   2019-07-30 2021-03-01
6. KINDER MORGAN INC/DE   2020-04-07 2021-03-01
151. KINDER MORGAN INC/DE   2020-03-09 2021-03-01
35. KINDER MORGAN INC/DE   2020-06-17 2021-03-01
14. KONINKLIJKE PHILIPS NV   2020-02-06 2021-03-01
15. KONINKLIJKE PHILIPS NV   2020-01-27 2021-03-01
13. MICROSOFT CORP COM   2016-01-20 2021-03-01
9. SONY CORP ADR AMERN SH NEW   2020-04-07 2021-03-01
2. SONY CORP ADR AMERN SH NEW   2019-07-30 2021-03-01
4. UNITEDHEALTH GROUP INC   2020-11-13 2021-03-01
18. MEDTRONIC PLC SHS   2020-06-17 2021-03-01
79. KINDER MORGAN INC/DE   2020-06-17 2021-03-02
3. KONINKLIJKE PHILIPS NV   2020-02-06 2021-03-02
4. KONINKLIJKE PHILIPS NV   2020-01-27 2021-03-02
28. SONY CORP ADR AMERN SH NEW   2020-04-07 2021-03-02
6000. WELLS FARGO & COMPANY   2020-06-18 2021-03-02
1. ADOBE SYS INC COM   2017-07-19 2021-03-04
1. ADOBE SYS INC COM   2018-12-27 2021-03-04
31. CITIZENS FINANCIAL GROUP INC   2020-06-17 2021-03-04
1. COSTAR GROUP INC   2018-10-25 2021-03-04
3. PAYPAL HOLDINGS INC SHS   2020-04-01 2021-03-04
1. PAYPAL HOLDINGS INC SHS   2020-04-07 2021-03-04
126. SONIC HEALTHCARE LTD   2020-06-17 2021-03-04
34. SYNCHRONY FINANCIAL   2021-01-14 2021-03-04
6. FERRARI NV   2019-05-29 2021-03-04
20. AMADEUS IT GROUP SA   2020-12-04 2021-03-05
4. BAE SYSTEMS PLC   2020-10-02 2021-03-05
9. BAE SYSTEMS PLC   2020-06-17 2021-03-05
4. BAE SYSTEMS PLC   2019-05-28 2021-03-05
15. BRITISH AMERICAN TOBACCO PLC   2020-06-17 2021-03-05
39. CARRIER GLOBAL CORP REG   2020-06-17 2021-03-05
7. LOCKHEED MARTIN CORP   2020-06-17 2021-03-05
1. LOWES COMPANIES INC COM   2019-11-12 2021-03-05
7. LOWES COMPANIES INC COM   2019-12-13 2021-03-05
2. LOWES COMPANIES INC COM   2020-02-25 2021-03-05
54. PHILIP MORRIS INTERNATIONAL INC   2020-06-17 2021-03-05
3. SBA COMMUNICATIONS CORP   2018-04-10 2021-03-05
1. SBA COMMUNICATIONS CORP   2018-04-12 2021-03-05
1. SBA COMMUNICATIONS CORP   2018-06-25 2021-03-05
6. UNITEDHEALTH GROUP INC   2020-11-13 2021-03-05
2. FERRARI NV   2020-06-19 2021-03-05
1. FERRARI NV   2019-05-29 2021-03-05
6. KONE OYJ   2020-06-17 2021-03-05
1. BAE SYSTEMS PLC   2020-10-02 2021-03-08
3. BAE SYSTEMS PLC   2020-06-17 2021-03-08
1. BAE SYSTEMS PLC   2019-05-28 2021-03-08
44. BRITISH AMERICAN TOBACCO PLC   2020-06-17 2021-03-08
46. COCA-COLA CO/THE   2020-06-17 2021-03-08
13. KONE OYJ   2020-06-17 2021-03-08
24. KONE OYJ   2020-06-17 2021-03-09
16. COMCAST CORP   2013-04-02 2021-03-10
11. COMCAST CORP   2018-05-16 2021-03-10
18. INTERNATIONAL PAPER CO   2020-06-17 2021-03-10
7. LOCKHEED MARTIN CORP   2020-06-17 2021-03-10
16. PAYCHEX INC   2020-06-17 2021-03-10
16. AMADEUS IT GROUP SA   2020-12-03 2021-03-11
5. AMADEUS IT GROUP SA   2020-12-04 2021-03-11
40. INTERNATIONAL PAPER CO   2020-06-17 2021-03-11
12. PAYCHEX INC   2020-06-17 2021-03-11
4000. U.S. TRSY INFLATION BND   2020-06-18 2021-03-11
11000. U.S. TREASURY NOTE   2020-06-18 2021-03-11
23000. U.S. TREASURY NOTE   2021-02-10 2021-03-11
5. AMADEUS IT GROUP SA   2020-12-03 2021-03-12
2. AMADEUS IT GROUP SA   2020-12-04 2021-03-12
6. INTERNATIONAL PAPER CO   2020-06-17 2021-03-12
.2 FERGUSON PLC   2020-12-17 2021-03-12
94. COMCAST CORP   2013-04-02 2021-03-18
6. SNAP INC CL A   2020-06-17 2021-03-18
19. SYSCO CORP   2020-09-11 2021-03-18
5. SYSCO CORP   2020-09-11 2021-03-19
25. SYSCO CORP   2020-09-14 2021-03-19
20. SYSCO CORP   2020-09-15 2021-03-19
4. UNITEDHEALTH GROUP INC   2015-01-15 2021-03-19
19. SYSCO CORP   2020-09-15 2021-03-22
11. SYSCO CORP   2020-09-16 2021-03-22
3. VISA INC   2020-08-31 2021-03-24
2181.37 FHLMC SD 8068 03%2050   2021-03-25 2021-03-25
199.29 FHLMC SD 8090 02%2050   2021-03-25 2021-03-25
1481.14 FNMA PBM2007 04%2048   2021-03-25 2021-03-25
265.32 FNMA PMA3416 04 50%2048   2021-03-25 2021-03-25
332.41 FNMA PMA3897 03%2035   2021-03-25 2021-03-25
226.35 FNMA PMA3932 03 50%2035   2021-03-25 2021-03-25
2308.49 FNMA PMA3939 03 50%2050   2021-03-25 2021-03-25
521.92 FNMA PMA4019 02 50%2050   2021-03-25 2021-03-25
373.02 FNMA PMA4120 02 50%2050   2021-03-25 2021-03-25
8. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-12-29 2021-03-30
1. ASML HLDG NV NY REG SHS   2019-03-21 2021-03-30
20. BAE SYSTEMS PLC   2020-10-02 2021-03-31
49. BAE SYSTEMS PLC   2020-06-17 2021-03-31
16. BAE SYSTEMS PLC   2019-05-28 2021-03-31
40. CARRIER GLOBAL CORP REG   2020-06-17 2021-03-31
21. INTERNATIONAL PAPER CO   2020-06-17 2021-03-31
33. CARRIER GLOBAL CORP REG   2020-06-17 2021-04-01
24. CARRIER GLOBAL CORP REG   2020-06-25 2021-04-01
31. INTERNATIONAL PAPER CO   2020-06-17 2021-04-01
33. CARRIER GLOBAL CORP REG   2020-06-25 2021-04-05
19. CARRIER GLOBAL CORP REG   2020-06-26 2021-04-05
32. INTERNATIONAL PAPER CO   2020-06-17 2021-04-05
38. BAE SYSTEMS PLC   2020-06-17 2021-04-08
12. TEXAS INSTRUMENTS INC   2020-08-25 2021-04-08
9. LINDE PLC REG SHS   2020-10-20 2021-04-08
42. BAE SYSTEMS PLC   2020-06-17 2021-04-09
8000. GENERAL MOTORS FINL CO   2018-04-10 2021-04-09
24. BOSTON SCIENTIFIC CORP COM   2020-03-02 2021-04-13
22. BOSTON SCIENTIFIC CORP COM   2020-03-25 2021-04-13
5. ALTRIA GROUP INC   2019-03-01 2021-04-14
8. ALTRIA GROUP INC   2015-08-05 2021-04-14
6. ALTRIA GROUP INC   2015-08-05 2021-04-14
5. ALTRIA GROUP INC   2019-03-05 2021-04-14
5. ALTRIA GROUP INC   2015-08-06 2021-04-14
3. ALTRIA GROUP INC   2018-07-12 2021-04-14
5. ALTRIA GROUP INC   2018-07-17 2021-04-14
4. ALTRIA GROUP INC   2019-02-25 2021-04-14
6. ALTRIA GROUP INC   2019-10-29 2021-04-14
15. AMERICAN EXPRESS CO   2020-06-17 2021-04-14
4. APPLIED MATERIALS INC   2020-10-08 2021-04-14
20. APPLIED MATERIALS INC   2020-06-17 2021-04-14
34. GENERAL MOTORS CO   2020-01-16 2021-04-14
35. J P MORGAN CHASE & CO   2012-06-15 2021-04-14
6. J P MORGAN CHASE & CO   2012-06-25 2021-04-14
2. J P MORGAN CHASE & CO   2012-06-28 2021-04-14
12. MARATHON PETROLEUM CORP   2019-06-04 2021-04-14
5. MARATHON PETROLEUM CORP   2019-06-06 2021-04-14
1. MARATHON PETROLEUM CORP   2019-03-15 2021-04-14
10. MARATHON PETROLEUM CORP   2019-05-20 2021-04-14
2. MARATHON PETROLEUM CORP   2017-08-29 2021-04-14
50. PPL CORP   2020-06-17 2021-04-14
9. PIONEER NAT RES CO   2020-04-01 2021-04-14
3. PIONEER NAT RES CO   2020-03-31 2021-04-14
3. CHARLES SCHWAB CORP/THE   2020-04-07 2021-04-14
9. CHARLES SCHWAB CORP/THE   2020-03-09 2021-04-14
7. CHARLES SCHWAB CORP/THE   2017-10-11 2021-04-14
12. CHARLES SCHWAB CORP/THE   2019-11-18 2021-04-14
3. CHARLES SCHWAB CORP/THE   2019-11-19 2021-04-14
15. CHARLES SCHWAB CORP/THE   2019-08-20 2021-04-14
9. ALTRIA GROUP INC   2019-03-01 2021-04-15
26. ALTRIA GROUP INC   2015-08-05 2021-04-15
9. ALTRIA GROUP INC   2019-03-05 2021-04-15
1. ALTRIA GROUP INC   2015-08-06 2021-04-15
7. ALTRIA GROUP INC   2015-08-06 2021-04-15
1. ALTRIA GROUP INC   2020-03-10 2021-04-15
4. ALTRIA GROUP INC   2018-07-12 2021-04-15
8. ALTRIA GROUP INC   2018-07-17 2021-04-15
7. ALTRIA GROUP INC   2019-02-25 2021-04-15
12. ALTRIA GROUP INC   2019-10-29 2021-04-15
7. AMERICAN EXPRESS CO   2020-06-17 2021-04-15
3. CRH PLC ADR   2017-12-01 2021-04-15
14. CRH PLC ADR   2017-12-05 2021-04-15
14. CRH PLC ADR   2017-12-06 2021-04-15
2. CRH PLC ADR   2017-12-07 2021-04-15
3. CRH PLC ADR   2020-04-07 2021-04-15
25. CRH PLC ADR   2020-06-17 2021-04-15
4. MARATHON PETROLEUM CORP   2019-06-04 2021-04-15
2. MARATHON PETROLEUM CORP   2019-06-06 2021-04-15
3. MARATHON PETROLEUM CORP   2019-05-20 2021-04-15
45. PPL CORP   2020-06-17 2021-04-15
2. CHARLES SCHWAB CORP/THE   2020-03-09 2021-04-15
1. CHARLES SCHWAB CORP/THE   2017-10-11 2021-04-15
2. CHARLES SCHWAB CORP/THE   2019-11-18 2021-04-15
3. CHARLES SCHWAB CORP/THE   2019-08-20 2021-04-15
3. SBA COMMUNICATIONS CORP   2018-06-25 2021-04-20
6. SBA COMMUNICATIONS CORP   2018-04-30 2021-04-20
1. OTIS WORLDWIDE CORP REG   2020-04-07 2021-04-21
8. OTIS WORLDWIDE CORP REG   2020-04-16 2021-04-21
11. OTIS WORLDWIDE CORP REG   2020-04-17 2021-04-21
13. OTIS WORLDWIDE CORP REG   2021-01-29 2021-04-21
14. TEXAS INSTRUMENTS INC   2020-06-17 2021-04-21
3. TEXAS INSTRUMENTS INC   2020-08-25 2021-04-21
4. BOSTON SCIENTIFIC CORP COM   2020-07-17 2021-04-22
25. BOSTON SCIENTIFIC CORP COM   2020-03-24 2021-04-22
3. BOSTON SCIENTIFIC CORP COM   2020-03-25 2021-04-22
1. NETFLIX COM INC   2020-04-07 2021-04-22
1. NETFLIX COM INC   2020-01-14 2021-04-22
1. NETFLIX COM INC   2019-12-19 2021-04-22
1. OTIS WORLDWIDE CORP REG   2020-04-07 2021-04-22
12. OTIS WORLDWIDE CORP REG   2020-04-16 2021-04-22
15. OTIS WORLDWIDE CORP REG   2020-04-17 2021-04-22
17. OTIS WORLDWIDE CORP REG   2021-01-29 2021-04-22
16. BOSTON SCIENTIFIC CORP COM   2020-06-17 2021-04-23
17. BOSTON SCIENTIFIC CORP COM   2020-07-17 2021-04-23
2430.33 FHLMC SD 8068 03%2050   2021-04-26 2021-04-26
181.35 FHLMC SD 8090 02%2050   2021-04-26 2021-04-26
1700.78 FNMA PBM2007 04%2048   2021-04-26 2021-04-26
347.29 FNMA PMA3416 04 50%2048   2021-04-26 2021-04-26
339.86 FNMA PMA3897 03%2035   2021-04-26 2021-04-26
312.8 FNMA PMA3932 03 50%2035   2021-04-26 2021-04-26
2079.75 FNMA PMA3939 03 50%2050   2021-04-26 2021-04-26
487.99 FNMA PMA4019 02 50%2050   2021-04-26 2021-04-26
383.67 FNMA PMA4120 02 50%2050   2021-04-26 2021-04-26
39. CISCO SYSTEMS INC   2015-01-08 2021-04-28
86. BRITISH AMERICAN TOBACCO PLC   2020-06-17 2021-04-29
15. CISCO SYSTEMS INC   2015-01-08 2021-04-29
25. CISCO SYSTEMS INC   2015-11-18 2021-04-29
42. BRITISH AMERICAN TOBACCO PLC   2020-06-17 2021-04-30
4. HASBRO INC   2020-06-17 2021-05-06
3. NETFLIX COM INC   2019-12-19 2021-05-06
1. NETFLIX COM INC   2018-11-21 2021-05-06
1. NETFLIX COM INC   2017-06-22 2021-05-06
34. PROGRESSIVE CORP/THE   2020-08-24 2021-05-06
29. SNAP INC CL A   2020-04-09 2021-05-06
57. SYNCHRONY FINANCIAL   2021-01-14 2021-05-06
1. VISA INC   2020-03-02 2021-05-06
12. VISA INC   2020-02-13 2021-05-06
9. VISA INC   2020-02-21 2021-05-06
10. BOSTON SCIENTIFIC CORP COM   2020-06-17 2021-05-07
17. BOSTON SCIENTIFIC CORP COM   2020-04-24 2021-05-07
8. HASBRO INC   2020-06-17 2021-05-07
2. HUMANA INC   2020-04-21 2021-05-07
9. HASBRO INC   2020-06-17 2021-05-10
5. HASBRO INC   2020-06-17 2021-05-11
32. BOSTON SCIENTIFIC CORP COM   2020-06-17 2021-05-12
23. BOSTON SCIENTIFIC CORP COM   2020-05-20 2021-05-12
22. SNAP INC CL A   2020-04-09 2021-05-12
1. PIONEER NAT RES CO   2020-04-01 2021-05-14
1. PIONEER NAT RES CO   2020-04-16 2021-05-14
10. DOLLAR TREE INC   2021-02-17 2021-05-17
12. LOWES COMPANIES INC COM   2019-11-12 2021-05-17
8. PIONEER NAT RES CO   2020-04-16 2021-05-17
2. FIDELITY NATL INFO SVCS   2021-04-14 2021-05-18
7. FIDELITY NATL INFO SVCS   2021-04-15 2021-05-18
6. PIONEER NAT RES CO   2020-04-16 2021-05-18
8. PIONEER NAT RES CO   2020-06-17 2021-05-19
5. PIONEER NAT RES CO   2020-06-17 2021-05-20
10. PIONEER NAT RES CO   2020-08-31 2021-05-20
2. ASTRAZENECA PLC SPONS ADR   2016-12-02 2021-05-25
7. ASTRAZENECA PLC SPONS ADR   2020-04-02 2021-05-25
6. ASTRAZENECA PLC SPONS ADR   2020-04-07 2021-05-25
14. ASTRAZENECA PLC SPONS ADR   2020-03-20 2021-05-25
1587.02 FHLMC SD 8068 03%2050   2021-05-25 2021-05-25
108.99 FHLMC SD 8090 02%2050   2021-05-25 2021-05-25
1358.04 FNMA PBM2007 04%2048   2021-05-25 2021-05-25
258.23 FNMA PMA3416 04 50%2048   2021-05-25 2021-05-25
249.68 FNMA PMA3897 03%2035   2021-05-25 2021-05-25
150.04 FNMA PMA3932 03 50%2035   2021-05-25 2021-05-25
1688.18 FNMA PMA3939 03 50%2050   2021-05-25 2021-05-25
273.36 FNMA PMA4019 02 50%2050   2021-05-25 2021-05-25
215.43 FNMA PMA4120 02 50%2050   2021-05-25 2021-05-25
9. OTIS WORLDWIDE CORP REG   2020-04-24 2021-05-25
13. OTIS WORLDWIDE CORP REG   2020-04-28 2021-05-25
3. UNITEDHEALTH GROUP INC   2020-03-06 2021-05-25
4. UNITEDHEALTH GROUP INC   2020-04-16 2021-05-25
3. ASTRAZENECA PLC SPONS ADR   2016-12-02 2021-05-26
10. ASTRAZENECA PLC SPONS ADR   2020-04-02 2021-05-26
8. ASTRAZENECA PLC SPONS ADR   2020-04-07 2021-05-26
21. ASTRAZENECA PLC SPONS ADR   2020-03-20 2021-05-26
5. OTIS WORLDWIDE CORP REG   2020-04-24 2021-05-26
7. OTIS WORLDWIDE CORP REG   2020-04-28 2021-05-26
8. CDW CORP/DE   2021-04-14 2021-05-28
11. DOWDUPONT INC   2019-07-02 2021-05-28
20. DOWDUPONT INC   2019-07-16 2021-05-28
4. DOWDUPONT INC   2019-12-19 2021-05-28
8. MARATHON PETROLEUM CORP   2019-06-06 2021-05-28
1. MARATHON PETROLEUM CORP   2020-04-07 2021-05-28
6. MARATHON PETROLEUM CORP   2020-11-16 2021-05-28
25. MARATHON PETROLEUM CORP   2014-10-27 2021-05-28
1. TJX COS INC/THE   2020-05-07 2021-05-28
17. TJX COS INC/THE   2020-05-07 2021-05-28
13. TJX COS INC/THE   2020-05-20 2021-05-28
28. TJX COS INC/THE   2020-04-28 2021-05-28
1. CDW CORP/DE   2021-04-14 2021-06-01
8. CDW CORP/DE   2021-04-15 2021-06-01
3. DOWDUPONT INC   2019-07-02 2021-06-01
5. DOWDUPONT INC   2019-07-16 2021-06-01
1. DOWDUPONT INC   2019-12-19 2021-06-01
10. ABBOTT LABORATORIES   2021-02-18 2021-06-02
24. ABBOTT LABORATORIES   2021-01-26 2021-06-02
16. INTERNATIONAL FLAVORS & FRAGRANCES INC   2020-12-29 2021-06-04
2. HUMANA INC   2020-03-17 2021-06-08
4. HUMANA INC   2020-06-17 2021-06-08
1. HUMANA INC   2020-11-18 2021-06-08
3. HUMANA INC   2016-10-19 2021-06-08
1. HUMANA INC   2020-04-21 2021-06-08
1. HUMANA INC   2018-01-23 2021-06-08
2. HUMANA INC   2020-03-26 2021-06-08
3. INTUIT INC   2018-10-22 2021-06-11
2. INTUIT INC   2018-07-27 2021-06-11
40. ALTRIA GROUP INC   2020-03-10 2021-06-16
22. ALTRIA GROUP INC   2020-04-16 2021-06-16
15. ALTRIA GROUP INC   2019-09-24 2021-06-16
10. ALTRIA GROUP INC   2020-04-24 2021-06-16
19. APPLIED MATERIALS INC   2020-06-17 2021-06-16
6. ARTHUR J GALLAGHER & CO   2019-02-06 2021-06-16
3. ARTHUR J GALLAGHER & CO   2019-02-07 2021-06-16
3. ARTHUR J GALLAGHER & CO   2020-04-07 2021-06-16
8. ARTHUR J GALLAGHER & CO   2019-01-17 2021-06-16
1. ARTHUR J GALLAGHER & CO   2019-01-18 2021-06-16
16. MARATHON PETROLEUM CORP   2020-11-16 2021-06-16
7. MARATHON PETROLEUM CORP   2020-06-17 2021-06-16
4. MOTOROLA SOLUTIONS INC   2013-10-03 2021-06-16
1. MOTOROLA SOLUTIONS INC   2020-04-07 2021-06-16
4. MOTOROLA SOLUTIONS INC   2020-07-22 2021-06-16
16. CHARLES SCHWAB CORP/THE   2020-03-09 2021-06-16
9. CHARLES SCHWAB CORP/THE   2020-06-17 2021-06-16
15. TJX COS INC/THE   2020-05-07 2021-06-16
60. TJX COS INC/THE   2020-06-17 2021-06-16
31. WILLIAMS COS INC/THE   2019-01-07 2021-06-16
16. WILLIAMS COS INC/THE   2018-10-11 2021-06-16
13. WILLIAMS COS INC/THE   2018-10-12 2021-06-16
22. WILLIAMS COS INC/THE   2018-05-21 2021-06-16
8. WILLIAMS COS INC/THE   2019-08-21 2021-06-16
3. ALCON SA ACT NOM   2019-04-16 2021-06-16
2. ALCON SA ACT NOM   2019-04-17 2021-06-16
2. ALCON SA ACT NOM   2019-08-21 2021-06-16
2. ALCON SA ACT NOM   2019-08-22 2021-06-16
2. NXP SEMICONDUCTORS N.V.   2019-08-14 2021-06-16
7. NXP SEMICONDUCTORS N.V.   2019-08-15 2021-06-16
6. NXP SEMICONDUCTORS N.V.   2019-08-16 2021-06-16
8. ALTRIA GROUP INC   2020-04-24 2021-06-17
1. MOTOROLA SOLUTIONS INC   2013-10-03 2021-06-17
1. MOTOROLA SOLUTIONS INC   2020-07-22 2021-06-17
2. ALCON SA ACT NOM   2019-04-16 2021-06-17
2. ALCON SA ACT NOM   2019-04-17 2021-06-17
1. ALCON SA ACT NOM   2019-08-21 2021-06-17
2. ALCON SA ACT NOM   2019-08-22 2021-06-17
11. ALCON SA ACT NOM   2019-04-16 2021-06-18
6. ALCON SA ACT NOM   2019-04-17 2021-06-18
6. ALCON SA ACT NOM   2019-08-21 2021-06-18
7. ALCON SA ACT NOM   2019-08-22 2021-06-18
20. AMADEUS IT GROUP SA   2020-12-03 2021-06-21
32. AMADEUS IT GROUP SA   2021-02-03 2021-06-21
14. AMADEUS IT GROUP SA   2021-05-13 2021-06-21
3. ALCON SA ACT NOM   2019-04-16 2021-06-21
2. ALCON SA ACT NOM   2019-04-17 2021-06-21
2. ALCON SA ACT NOM   2019-08-21 2021-06-21
2. ALCON SA ACT NOM   2019-08-22 2021-06-21
32. TJX COS INC/THE   2020-06-17 2021-06-22
5. AMERICAN TOWER REIT INC   2021-05-06 2021-06-23
5. AMERICAN TOWER REIT INC   2021-02-25 2021-06-23
5. INTUIT INC   2020-06-17 2021-06-23
47. ASTRAZENECA PLC SPONS ADR   2020-06-17 2021-06-24
3. COSTAR GROUP INC   2020-06-17 2021-06-24
1. COSTAR GROUP INC   2018-01-24 2021-06-24
1. COSTAR GROUP INC   2018-10-25 2021-06-24
2000. U.S. TREASURY BOND   2020-06-18 2021-06-24
13000. U.S. TREASURY NOTE   2020-11-19 2021-06-24
58000. U.S. TREASURY NOTE   2021-03-11 2021-06-24
1103.49 FHLMC SD 8068 03%2050   2021-06-25 2021-06-25
96.27 FHLMC SD 8090 02%2050   2021-06-25 2021-06-25
1111.16 FNMA PBM2007 04%2048   2021-06-25 2021-06-25
220.25 FNMA PMA3416 04 50%2048   2021-06-25 2021-06-25
204.35 FNMA PMA3897 03%2035   2021-06-25 2021-06-25
117. FNMA PMA3932 03 50%2035   2021-06-25 2021-06-25
1359.93 FNMA PMA3939 03 50%2050   2021-06-25 2021-06-25
223.08 FNMA PMA4019 02 50%2050   2021-06-25 2021-06-25
197.78 FNMA PMA4120 02 50%2050   2021-06-25 2021-06-25
24. FIDELITY NATL INFO SVCS   2020-06-17 2021-07-01
6. FIDELITY NATL INFO SVCS   2020-08-26 2021-07-01
11. BERKSHIRE HATHAWAYINC   2020-06-05 2021-07-02
15. BERKSHIRE HATHAWAYINC   2020-05-20 2021-07-02
4. BERKSHIRE HATHAWAYINC   2020-04-24 2021-07-02
6. BERKSHIRE HATHAWAYINC   2020-04-28 2021-07-02
9. ARTHUR J GALLAGHER & CO   2020-06-17 2021-07-02
20. MARATHON PETROLEUM CORP   2020-06-17 2021-07-02
13. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-04-16 2021-07-02
1. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-04-17 2021-07-02
5. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-06-17 2021-07-02
17. VERIZON COMMUNICATIONS INC   2012-05-07 2021-07-02
5. VERIZON COMMUNICATIONS INC   2012-05-08 2021-07-02
21. VERIZON COMMUNICATIONS INC   2017-11-08 2021-07-02
7. VERIZON COMMUNICATIONS INC   2018-02-09 2021-07-02
20. VERIZON COMMUNICATIONS INC   2017-09-18 2021-07-02
2. VERIZON COMMUNICATIONS INC   2017-08-29 2021-07-02
9. VERIZON COMMUNICATIONS INC   2017-11-30 2021-07-02
12. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-04-16 2021-07-06
1. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-04-17 2021-07-06
5. PUBLIC SERVICE ENTERPRISE GROUP INC   2020-06-17 2021-07-06
17. BLACKSTONE GROUP INC/THE   2021-04-14 2021-07-07
3. BLACKSTONE GROUP INC/THE   2021-04-15 2021-07-07
18. BLACKSTONE GROUP INC/THE   2021-04-15 2021-07-08
54. KONINKLIJKE PHILIPS NV   2016-11-11 2021-07-09
7. NXP SEMICONDUCTORS N.V.   2020-06-17 2021-07-13
28. ESSILOR INTL SA ADR   2021-02-18 2021-07-14
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17.81 KONINKLIJKE PHILIPS NV   2016-11-11 2021-07-14
1.02 KONINKLIJKE PHILIPS NV   2019-11-19 2021-07-14
12.24 KONINKLIJKE PHILIPS NV   2019-11-20 2021-07-14
.39 KONINKLIJKE PHILIPS NV   2020-01-27 2021-07-14
18.28 KONINKLIJKE PHILIPS NV   2020-01-28 2021-07-14
4. LVMH MOET HENNESSY LOUIS VUITTON SE   2020-06-19 2021-07-14
10. LVMH MOET HENNESSY LOUIS VUITTON SE   2020-03-26 2021-07-14
9. ESTEE LAUDER COS INC/THE   2021-02-17 2021-07-14
6.47 KONINKLIJKE PHILIPS NV   2020-02-06 2021-07-15
11.22 KONINKLIJKE PHILIPS NV   2020-02-25 2021-07-15
3.98 KONINKLIJKE PHILIPS NV   2020-02-26 2021-07-15
12.33 KONINKLIJKE PHILIPS NV   2020-01-28 2021-07-15
10. NOVO NORDISK A/S ADR   2020-06-17 2021-07-23
16. PAYCHEX INC   2020-06-17 2021-07-23
1446.62 FHLMC SD 8068 03%2050   2021-07-26 2021-07-26
118.34 FHLMC SD 8090 02%2050   2021-07-26 2021-07-26
1079.02 FNMA PBM2007 04%2048   2021-07-26 2021-07-26
201.28 FNMA PMA3416 04 50%2048   2021-07-26 2021-07-26
91.57 FNMA PMA4378 02%2051   2021-07-26 2021-07-26
131.16 FNMA PMA4379 02 50%2051   2021-07-26 2021-07-26
185.73 FNMA PMA3897 03%2035   2021-07-26 2021-07-26
155.2 FNMA PMA3932 03 50%2035   2021-07-26 2021-07-26
1325. FNMA PMA3939 03 50%2050   2021-07-26 2021-07-26
263.06 FNMA PMA4019 02 50%2050   2021-07-26 2021-07-26
210.18 FNMA PMA4120 02 50%2050   2021-07-26 2021-07-26
12. NOVO NORDISK A/S ADR   2020-06-17 2021-07-26
5. AMERICAN EXPRESS CO   2020-06-17 2021-07-28
4. AMERICAN EXPRESS CO   2020-05-18 2021-07-28
10. ARTHUR J GALLAGHER & CO   2020-06-17 2021-07-28
8. KONINKLIJKE PHILIPS NV   2021-06-11 2021-07-28
5. KONINKLIJKE PHILIPS NV   2020-06-17 2021-07-28
19. MORGAN STANLEY   2020-06-17 2021-07-28
7. MORGAN STANLEY   2019-11-18 2021-07-28
4. MOTOROLA SOLUTIONS INC   2020-07-22 2021-07-28
14. COSTAR GROUP INC   2018-02-01 2021-07-29
12. KONINKLIJKE PHILIPS NV   2021-06-11 2021-07-29
8. KONINKLIJKE PHILIPS NV   2020-06-17 2021-07-29
1. KONINKLIJKE PHILIPS NV   2020-02-26 2021-07-29
51. RECKITT BENCKISER GROUP PLC   2020-11-13 2021-07-30
37. RECKITT BENCKISER GROUP PLC   2021-04-21 2021-07-30
74. RECKITT BENCKISER GROUP PLC   2021-04-22 2021-07-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 819   905 -86
b 1,802   1,802  
c 655   707 -52
d 346   374 -28
e 1,386   1,343 43
866   866  
996   664 332
597   368 229
199   131 68
880   936 -56
489   440 49
1,615   854 761
1,825   1,920 -95
3,003   2,880 123
4,585   4,781 -196
3,397   3,042 355
1,273   713 560
458   339 119
204   150 54
137   134 3
6,176   5,972 204
961   736 225
412   315 97
2,338   2,018 320
1,205   981 224
1,871   2,015 -144
2,520   2,385 135
498   498  
2,727   2,727  
457   457  
437   437  
208   208  
2,824   2,824  
96   96  
833   681 152
1,287   1,234 53
1,408   1,119 289
1,065   1,097 -32
1,247   1,290 -43
680   671 9
1,065   494 571
1,212   635 577
389   298 91
778   620 158
165   85 80
824   424 400
1,227   1,148 79
1,714   211 1,503
641   514 127
356   503 -147
40   48 -8
340   42 298
1,361   1,297 64
236   289 -53
315   423 -108
946   973 -27
158   149 9
315   419 -104
39   52 -13
1,002   848 154
638   583 55
1,732   1,302 430
2,242   1,103 1,139
169   204 -35
2,512   2,458 54
1,182   1,161 21
781   968 -187
1,870   2,210 -340
44   55 -11
2,001   2,367 -366
821   690 131
2,750   2,329 421
1,750   1,471 279
935   1,172 -237
609   764 -155
162   204 -42
205   255 -50
533   688 -155
205   259 -54
451   569 -118
287   362 -75
1,355   1,029 326
968   490 478
242   120 122
719   719  
29   29  
2,174   2,174  
404   404  
438   438  
215   215  
2,732   2,732  
164   164  
34   34  
558   357 201
1,061   903 158
898   843 55
82   76 6
163   157 6
342   156 186
1,366   678 688
183   179 4
846   709 137
1,662   1,572 90
749   476 273
846   805 41
987   931 56
141   134 7
1,686   1,374 312
1,358   1,301 57
72   48 24
431   293 138
862   586 276
986   955 31
608   527 81
1,978   2,307 -329
1,054   443 611
88   36 52
909   791 118
694   797 -103
1,205   1,350 -145
6     6
1,418   1,231 187
23   23  
152   155 -3
135   139 -4
1,945   1,670 275
210   136 74
630   477 153
840   705 135
840   1,112 -272
1,124   1,124  
50   50  
2,271   2,271  
364   364  
417   417  
251   251  
2,379   2,379  
298   298  
55   55  
342   414 -72
1,106   574 532
492   365 127
997   1,163 -166
914   1,138 -224
1,351   842 509
675   422 253
9,376   9,353 23
992   1,081 -89
41   48 -7
199   193 6
3,776   3,767 9
2,287   1,716 571
720   842 -122
250   269 -19
299   342 -43
100   105 -5
2,193   1,358 835
592   339 253
2,071   1,223 848
2,511   2,578 -67
1,192   1,277 -85
819   753 66
149   151 -2
1,266   1,208 58
447   453 -6
289   274 15
3,230   2,753 477
1,347   902 445
1,470   1,204 266
233   310 -77
1,167   1,694 -527
2,118   1,574 544
380   215 165
1,900   1,150 750
87   66 21
392   301 91
2,221   1,672 549
1,624   1,233 391
1,415   1,326 89
1,773   1,471 302
333   272 61
554   513 41
1,885   1,832 53
2,438   2,220 218
2,858   2,721 137
856   919 -63
1,248   1,185 63
624   597 27
187   179 8
311   296 15
1,659   1,473 186
510   330 180
426   213 213
639   318 321
280   161 119
280   159 121
2,516   1,471 1,045
3,320   3,042 278
377   369 8
1,508   602 906
377   298 79
1,616   1,150 466
41   37 4
183   165 18
81   72 9
20   18 2
491   379 112
362   217 145
851   913 -62
574   429 145
574   421 153
984   948 36
554   537 17
852   805 47
1,217   1,163 54
344   507 -163
344   501 -157
20   29 -9
61   89 -28
344   444 -100
122   155 -33
557   453 104
1,003   727 276
215   141 74
250   217 33
429   410 19
72   48 24
2,268   2,311 -43
301   275 26
80   73 7
20   18 2
141   127 14
248   227 21
124   95 29
743   565 178
124   83 41
988   597 391
1,701   1,799 -98
1,761   1,296 465
2,113   1,860 253
122   157 -35
20   30 -10
41   52 -11
122   177 -55
122   179 -57
1,071   1,025 46
327   294 33
82   73 9
163   145 18
20   18 2
737   682 55
9,417   9,365 52
5,036   5,037 -1
4,327   4,304 23
8,226   8,211 15
5,167   5,159 8
1,049   805 244
61   54 7
121   110 11
20   18 2
8,586   8,608 -22
8,726   8,671 55
1     1
927   430 497
1,915   1,915  
67   67  
2,285   2,285  
376   376  
406   406  
279   279  
2,482   2,482  
511   511  
71   71  
1,705   1,208 497
227   161 66
341   242 99
1,023   723 300
568   521 47
341   242 99
779   716 63
1,539   843 696
440   231 209
568   489 79
341   312 29
3,632   3,069 563
2,653   2,434 219
1,034   781 253
1,994   1,640 354
886   462 424
660   386 274
2,751   1,856 895
771   575 196
349   404 -55
349   404 -55
349   404 -55
558   458 100
419   484 -65
414   360 54
414   346 68
414   367 47
582   435 147
66   80 -14
66   80 -14
593   650 -57
791   804 -13
264   241 23
826   878 -52
321   345 -24
459   482 -23
300   286 14
1,199   1,147 52
180   173 7
211   173 38
634   540 94
211   184 27
1,402   1,043 359
46   49 -3
183   195 -12
91   96 -5
48   40 8
76   61 15
86   62 24
3,146   2,893 253
1,008   1,020 -12
1,645   1,496 149
212   186 26
1,939   817 1,122
1,753   1,420 333
2,266   1,288 978
755   428 327
6,087   5,981 106
1,120   506 614
2,239   913 1,326
560   182 378
2,557   2,070 487
3,472   3,463 9
415   386 29
1,503   433 1,070
430   555 -125
505   334 171
3,207   1,002 2,205
3,207   979 2,228
353   265 88
639   1,073 -434
301   495 -194
338   476 -138
75   123 -48
433   341 92
320   296 24
1,241   550 691
1,581   291 1,290
340   239 101
635   403 232
546   529 17
273   230 43
127   263 -136
64   130 -66
339   705 -366
368   287 81
674   556 118
761   826 -65
428   436 -8
885   951 -66
204   242 -38
136   114 22
728   415 313
757   477 280
915   616 299
673   506 167
372   326 46
488   369 119
651   536 115
1,151   437 714
300   108 192
321   480 -159
160   242 -82
1,831   707 1,124
356   261 95
378   302 76
403   232 171
370   359 11
98   103 -5
457   482 -25
1,083   843 240
479   598 -119
493   284 209
123   72 51
719   754 -35
43   39 4
1,287   1,054 233
926   767 159
815   350 465
348   247 101
761   403 358
36,439   28,478 7,961
55,091   46,010 9,081
126   34 92
1,636   447 1,189
392   255 137
1,020   542 478
363   233 130
1,415   1,540 -125
326   156 170
626   553 73
452   474 -22
661   386 275
992   626 366
661   406 255
171   165 6
171   157 14
1,676   244 1,432
93   96 -3
371   373 -2
2,897   618 2,279
345   324 21
481   228 253
1,237   467 770
137   67 70
169   61 108
338   121 217
341   339 2
1,560   465 1,095
710   317 393
354   357 -3
594   403 191
759   613 146
965   363 602
375   284 91
578   525 53
680   419 261
548   475 73
488   459 29
342   240 102
228   160 68
355   337 18
335   342 -7
459   453 6
402   279 123
842   539 303
633   330 303
825   489 336
1,005   983 22
888   768 120
786   206 580
325   260 65
743   551 192
418   140 278
1,612   1,394 218
976   763 213
804   507 297
1,345   1,363 -18
409   399 10
202   131 71
202   129 73
375   334 41
1,019   313 706
1,359   412 947
591   405 186
2,679   1,297 1,382
850   1,351 -501
182   308 -126
803   372 431
586   441 145
572   480 92
389   331 58
540   562 -22
958   308 650
474   300 174
1,956   1,956  
70   70  
1,716   1,716  
335   335  
349   349  
168   168  
2,371   2,371  
477   477  
84   84  
1,632   546 1,086
776   564 212
776   770 6
388   344 44
1,646   1,119 527
1,434   435 999
740   615 125
1,028   774 254
4,022   3,839 183
10,105   10,762 -657
9,768   9,335 433
3,147   2,207 940
844   703 141
1,194   884 310
1,606   1,518 88
1,127   967 160
780   509 271
1,560   1,063 497
724   553 171
1,029   364 665
2,052   1,184 868
1,413   764 649
750   361 389
500   318 182
2,251   1,229 1,022
898   791 107
1,032   364 668
1,894   1,869 25
808   722 86
1,285   1,113 172
1,102   853 249
209   172 37
626   517 109
417   343 74
417   354 63
1,021   1,032 -11
134   115 19
502   273 229
900   791 109
517   182 335
419   361 58
419   354 65
2,369   2,369  
98   98  
1,815   1,815  
342   342  
339   339  
245   245  
2,251   2,251  
546   546  
127   127  
1,425   878 547
675   563 112
4,047   3,470 577
584   566 18
1,753   1,716 37
2,052   1,953 99
1,585   1,518 67
1,662   1,457 205
1,957   1,781 176
2,859   2,352 507
1,830   1,449 381
1,600   936 664
582   352 230
2,622   1,856 766
2,780   1,961 819
731   775 -44
137   144 -7
1,416   1,511 -95
992   596 396
1,985   1,358 627
1,305   1,187 118
2,624   2,602 22
2,319   2,137 182
8,192   8,184 8
7,395   7,349 46
6,725   7,189 -464
6,865   6,976 -111
17,654   17,700 -46
2,560   2,013 547
1,372   1,200 172
2,401   2,099 302
2,037   1,899 138
3,649   2,560 1,089
2,740   2,373 367
413   322 91
567   452 115
777   495 282
1,555   1,813 -258
1,626   1,493 133
1,857   1,187 670
7,517   7,585 -68
4,335   4,412 -77
2,722   2,467 255
8,922   8,952 -30
1,535   1,017 518
520   545 -25
1,041   1,105 -64
260   278 -18
1,547   1,303 244
2,328   1,973 355
4,627   3,834 793
2,090   1,760 330
3,357   3,121 236
2,249   2,249  
139   139  
1,392   1,392  
214   214  
316   316  
209   209  
1,968   1,968  
515   515  
229   229  
2,064   2,311 -247
2,219   1,876 343
1,675   1,372 303
957   663 294
1,435   1,017 418
3,384   3,805 -421
362   310 52
209   177 32
3,757   3,217 540
1,254   781 473
789   493 296
91   84 7
2,280   2,346 -66
529   538 -9
771   663 108
826   719 107
3,069   653 2,416
972   555 417
216   109 107
1,351   1,425 -74
2,135   1,727 408
1,195   1,215 -20
165   142 23
220   192 28
2,975   1,728 1,247
6,029   6,149 -120
440   149 291
440   218 222
1,342   826 516
746   360 386
704   272 432
235   102 133
3,064   2,524 540
1,312   1,317 -5
1,125   856 269
1,424   1,546 -122
107   103 4
240   230 10
107   92 15
551   595 -44
1,433   851 582
2,375   2,696 -321
156   115 41
1,092   828 264
312   237 75
4,654   4,049 605
722   489 233
241   165 76
241   163 78
2,057   2,138 -81
371   338 33
186   143 43
461   411 50
27   26 1
81   77 4
27   23 4
1,608   1,744 -136
2,390   2,143 247
1,007   890 117
1,876   1,643 233
917   338 579
631   358 273
984   634 350
2,391   2,696 -305
1,515   1,227 288
1,186   1,208 -22
371   386 -15
2,159   1,409 750
1,148   920 228
5,325   5,412 -87
11,111   11,102 9
23,066   23,067 -1
376   377 -1
150   155 -5
324   211 113
24   24  
5,294   1,984 3,310
366   129 237
1,507   1,183 324
399   311 88
1,993   1,606 387
1,594   1,306 288
1,477   418 1,059
1,487   1,240 247
861   748 113
627   639 -12
2,181   2,181  
199   199  
1,481   1,481  
265   265  
332   332  
226   226  
2,308   2,308  
522   522  
373   373  
1,117   886 231
598   194 404
562   513 49
1,377   1,251 126
450   369 81
1,689   873 816
1,139   740 399
1,386   720 666
1,008   514 494
1,675   1,092 583
1,407   707 700
810   407 403
1,753   1,127 626
1,103   970 133
2,328   1,698 630
2,548   2,099 449
1,196   1,072 124
8,000   8,000  
946   901 45
867   680 187
257   263 -6
411   444 -33
308   333 -25
257   264 -7
257   278 -21
154   174 -20
257   286 -29
205   208 -3
308   277 31
2,212   1,579 633
537   249 288
2,683   1,197 1,486
1,987   1,206 781
5,293   1,222 4,071
907   211 696
302   71 231
646   581 65
269   240 29
54   61 -7
538   521 17
108   103 5
1,436   1,347 89
1,377   596 781
459   210 249
202   108 94
607   276 331
472   316 156
810   530 280
202   133 69
1,012   561 451
465   473 -8
1,344   1,443 -99
465   475 -10
52   56 -4
362   389 -27
52   41 11
207   232 -25
413   458 -45
362   364 -2
620   554 66
1,030   737 293
144   104 40
670   490 180
670   485 185
96   70 26
144   82 62
1,197   900 297
214   194 20
107   96 11
161   156 5
1,302   1,212 90
130   61 69
65   45 20
130   88 42
194   112 82
877   488 389
1,754   959 795
71   45 26
567   361 206
779   517 262
921   839 82
2,612   1,781 831
560   424 136
170   151 19
1,064   684 380
128   93 35
502   377 125
502   338 164
502   332 170
71   45 26
853   541 312
1,066   705 361
1,209   1,097 112
683   592 91
726   643 83
2,430   2,430  
181   181  
1,701   1,701  
347   347  
340   340  
313   313  
2,080   2,080  
488   488  
384   384  
1,991   1,094 897
3,188   3,409 -221
768   421 347
1,281   674 607
1,573   1,665 -92
397   307 90
1,483   996 487
494   266 228
494   155 339
3,543   3,124 419
1,509   399 1,110
2,557   2,207 350
231   190 41
2,771   2,493 278
2,078   1,883 195
432   370 62
735   628 107
795   614 181
928   718 210
901   691 210
495   384 111
1,331   1,183 148
957   836 121
1,133   303 830
157   66 91
157   72 85
1,096   1,083 13
2,329   1,380 949
1,273   572 701
298   300 -2
1,044   1,067 -23
953   429 524
1,222   759 463
751   474 277
1,503   1,041 462
114   52 62
398   306 92
341   261 80
796   578 218
1,587   1,587  
109   109  
1,358   1,358  
258   258  
250   250  
150   150  
1,688   1,688  
273   273  
215   215  
701   429 272
1,012   640 372
1,236   831 405
1,648   1,168 480
170   78 92
566   437 129
453   348 105
1,189   867 322
390   238 152
546   345 201
1,323   1,424 -101
501   318 183
911   562 349
182   111 71
494   384 110
62   24 38
371   244 127
1,545   1,078 467
68   49 19
1,150   836 314
879   668 211
1,894   1,404 490
164   178 -14
1,313   1,439 -126
138   87 51
229   140 89
46   28 18
1,069   1,260 -191
2,567   2,747 -180
2,276   1,773 503
843   539 304
1,686   1,529 157
421   421  
1,264   524 740
421   359 62
421   283 138
843   586 257
1,412   641 771
941   428 513
1,900   1,646 254
1,045   893 152
713   612 101
475   391 84
2,638   1,137 1,501
859   470 389
429   233 196
429   256 173
1,145   589 556
143   74 69
1,015   651 364
444   268 176
841   243 598
210   147 63
841   565 276
1,149   491 658
647   332 315
979   732 247
3,918   3,291 627
855   681 174
441   391 50
359   318 41
607   561 46
221   174 47
214   171 43
142   114 28
142   122 20
142   121 21
404   200 204
1,414   699 715
1,212   616 596
377   313 64
212   61 151
212   141 71
141   114 27
141   114 27
71   61 10
141   121 20
773   628 145
422   343 79
422   366 56
492   423 69
1,493   1,510 -17
2,389   2,119 270
1,045   996 49
211   171 40
141   114 27
141   122 19
141   121 20
2,089   1,755 334
1,322   1,219 103
1,322   1,121 201
2,397   1,453 944
2,745   2,549 196
2,634   2,059 575
878   354 524
878   360 518
2,157   2,434 -277
12,995   12,989 6
57,076   57,214 -138
1,103   1,103  
96   96  
1,111   1,111  
220   220  
204   204  
117   117  
1,360   1,360  
223   223  
198   198  
3,452   3,370 82
863   877 -14
3,070   2,206 864
4,187   2,641 1,546
1,117   742 375
1,675   1,130 545
1,262   882 380
1,214   765 449
781   678 103
60   53 7
300   252 48
959   689 270
282   203 79
1,185   949 236
395   342 53
1,128   959 169
113   97 16
508   457 51
721   626 95
60   53 7
300   252 48
1,681   1,328 353
297   239 58
1,766   1,436 330
2,495   1,540 955
1,429   808 621
2,592   2,334 258
8   7 1
4   3 1
824   508 316
47   46 1
566   546 20
18   18  
846   856 -10
632   342 290
1,580   778 802
2,925   2,619 306
298   306 -8
518   486 32
184   171 13
569   577 -8
907   670 237
1,797   1,227 570
1,447   1,447  
118   118  
1,079   1,079  
201   201  
92   92  
131   131  
186   186  
155   155  
1,325   1,325  
263   263  
210   210  
1,070   804 266
853   526 327
682   355 327
1,377   980 397
364   451 -87
227   231 -4
1,831   915 916
675   343 332
885   565 320
1,224   489 735
551   677 -126
367   370 -3
46   43 3
791   953 -162
574   711 -137
1,148   1,418 -270
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      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
      8
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       -86
b        
c       -52
d       -28
e       43
       
      332
      229
      68
      -56
      49
      761
      -95
      123
      -196
      355
      560
      119
      54
      3
      204
      225
      97
      320
      224
      -144
      135
       
       
       
       
       
       
       
      152
      53
      289
      -32
      -43
      9
      571
      577
      91
      158
      80
      400
      79
      1,503
      127
      -147
      -8
      298
      64
      -53
      -108
      -27
      9
      -104
      -13
      154
      55
      430
      1,139
      -35
      54
      21
      -187
      -340
      -11
      -366
      131
      421
      279
      -237
      -155
      -42
      -50
      -155
      -54
      -118
      -75
      326
      478
      122
       
       
       
       
       
       
       
       
       
      201
      158
      55
      6
      6
      186
      688
      4
      137
      90
      273
      41
      56
      7
      312
      57
      24
      138
      276
      31
      81
      -329
      611
      52
      118
      -103
      -145
      6
      187
       
      -3
      -4
      275
      74
      153
      135
      -272
       
       
       
       
       
       
       
       
       
      -72
      532
      127
      -166
      -224
      509
      253
      23
      -89
      -7
      6
      9
      571
      -122
      -19
      -43
      -5
      835
      253
      848
      -67
      -85
      66
      -2
      58
      -6
      15
      477
      445
      266
      -77
      -527
      544
      165
      750
      21
      91
      549
      391
      89
      302
      61
      41
      53
      218
      137
      -63
      63
      27
      8
      15
      186
      180
      213
      321
      119
      121
      1,045
      278
      8
      906
      79
      466
      4
      18
      9
      2
      112
      145
      -62
      145
      153
      36
      17
      47
      54
      -163
      -157
      -9
      -28
      -100
      -33
      104
      276
      74
      33
      19
      24
      -43
      26
      7
      2
      14
      21
      29
      178
      41
      391
      -98
      465
      253
      -35
      -10
      -11
      -55
      -57
      46
      33
      9
      18
      2
      55
      52
      -1
      23
      15
      8
      244
      7
      11
      2
      -22
      55
      1
      497
       
       
       
       
       
       
       
       
       
      497
      66
      99
      300
      47
      99
      63
      696
      209
      79
      29
      563
      219
      253
      354
      424
      274
      895
      196
      -55
      -55
      -55
      100
      -65
      54
      68
      47
      147
      -14
      -14
      -57
      -13
      23
      -52
      -24
      -23
      14
      52
      7
      38
      94
      27
      359
      -3
      -12
      -5
      8
      15
      24
      253
      -12
      149
      26
      1,122
      333
      978
      327
      106
      614
      1,326
      378
      487
      9
      29
      1,070
      -125
      171
      2,205
      2,228
      88
      -434
      -194
      -138
      -48
      92
      24
      691
      1,290
      101
      232
      17
      43
      -136
      -66
      -366
      81
      118
      -65
      -8
      -66
      -38
      22
      313
      280
      299
      167
      46
      119
      115
      714
      192
      -159
      -82
      1,124
      95
      76
      171
      11
      -5
      -25
      240
      -119
      209
      51
      -35
      4
      233
      159
      465
      101
      358
      7,961
      9,081
      92
      1,189
      137
      478
      130
      -125
      170
      73
      -22
      275
      366
      255
      6
      14
      1,432
      -3
      -2
      2,279
      21
      253
      770
      70
      108
      217
      2
      1,095
      393
      -3
      191
      146
      602
      91
      53
      261
      73
      29
      102
      68
      18
      -7
      6
      123
      303
      303
      336
      22
      120
      580
      65
      192
      278
      218
      213
      297
      -18
      10
      71
      73
      41
      706
      947
      186
      1,382
      -501
      -126
      431
      145
      92
      58
      -22
      650
      174
       
       
       
       
       
       
       
       
       
      1,086
      212
      6
      44
      527
      999
      125
      254
      183
      -657
      433
      940
      141
      310
      88
      160
      271
      497
      171
      665
      868
      649
      389
      182
      1,022
      107
      668
      25
      86
      172
      249
      37
      109
      74
      63
      -11
      19
      229
      109
      335
      58
      65
       
       
       
       
       
       
       
       
       
      547
      112
      577
      18
      37
      99
      67
      205
      176
      507
      381
      664
      230
      766
      819
      -44
      -7
      -95
      396
      627
      118
      22
      182
      8
      46
      -464
      -111
      -46
      547
      172
      302
      138
      1,089
      367
      91
      115
      282
      -258
      133
      670
      -68
      -77
      255
      -30
      518
      -25
      -64
      -18
      244
      355
      793
      330
      236
       
       
       
       
       
       
       
       
       
      -247
      343
      303
      294
      418
      -421
      52
      32
      540
      473
      296
      7
      -66
      -9
      108
      107
      2,416
      417
      107
      -74
      408
      -20
      23
      28
      1,247
      -120
      291
      222
      516
      386
      432
      133
      540
      -5
      269
      -122
      4
      10
      15
      -44
      582
      -321
      41
      264
      75
      605
      233
      76
      78
      -81
      33
      43
      50
      1
      4
      4
      -136
      247
      117
      233
      579
      273
      350
      -305
      288
      -22
      -15
      750
      228
      -87
      9
      -1
      -1
      -5
      113
       
      3,310
      237
      324
      88
      387
      288
      1,059
      247
      113
      -12
       
       
       
       
       
       
       
       
       
      231
      404
      49
      126
      81
      816
      399
      666
      494
      583
      700
      403
      626
      133
      630
      449
      124
       
      45
      187
      -6
      -33
      -25
      -7
      -21
      -20
      -29
      -3
      31
      633
      288
      1,486
      781
      4,071
      696
      231
      65
      29
      -7
      17
      5
      89
      781
      249
      94
      331
      156
      280
      69
      451
      -8
      -99
      -10
      -4
      -27
      11
      -25
      -45
      -2
      66
      293
      40
      180
      185
      26
      62
      297
      20
      11
      5
      90
      69
      20
      42
      82
      389
      795
      26
      206
      262
      82
      831
      136
      19
      380
      35
      125
      164
      170
      26
      312
      361
      112
      91
      83
       
       
       
       
       
       
       
       
       
      897
      -221
      347
      607
      -92
      90
      487
      228
      339
      419
      1,110
      350
      41
      278
      195
      62
      107
      181
      210
      210
      111
      148
      121
      830
      91
      85
      13
      949
      701
      -2
      -23
      524
      463
      277
      462
      62
      92
      80
      218
       
       
       
       
       
       
       
       
       
      272
      372
      405
      480
      92
      129
      105
      322
      152
      201
      -101
      183
      349
      71
      110
      38
      127
      467
      19
      314
      211
      490
      -14
      -126
      51
      89
      18
      -191
      -180
      503
      304
      157
       
      740
      62
      138
      257
      771
      513
      254
      152
      101
      84
      1,501
      389
      196
      173
      556
      69
      364
      176
      598
      63
      276
      658
      315
      247
      627
      174
      50
      41
      46
      47
      43
      28
      20
      21
      204
      715
      596
      64
      151
      71
      27
      27
      10
      20
      145
      79
      56
      69
      -17
      270
      49
      40
      27
      19
      20
      334
      103
      201
      944
      196
      575
      524
      518
      -277
      6
      -138
       
       
       
       
       
       
       
       
       
      82
      -14
      864
      1,546
      375
      545
      380
      449
      103
      7
      48
      270
      79
      236
      53
      169
      16
      51
      95
      7
      48
      353
      58
      330
      955
      621
      258
      1
      1
      316
      1
      20
       
      -10
      290
      802
      306
      -8
      32
      13
      -8
      237
      570
       
       
       
       
       
       
       
       
       
       
       
      266
      327
      327
      397
      -87
      -4
      916
      332
      320
      735
      -126
      -3
      3
      -162
      -137
      -270
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 198,802
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,208
c All other domestic foundations enter 1.39% 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 3,208
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 3,208
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,712
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,712
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 3,504
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 3,504
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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBANK OF AMERICA Telephone no.bullet (609) 274-6834

    Located atbullet1300 MERRILL LYNCH DRIVEPENNINGTONNJ ZIP+4bullet085341501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BANK OF AMERICA N A C0-TRUSTEE
    2
    40,893    
    PO Box 1501 NJ2-130-03-31
    PENNINGTON,NJ085341501
    Dr Ronald Simon CO-TRUSTEE
    2
    29,386    
    333 E 66th Apt 4LM
    New York,NY10065
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    3,179,151
    b
    Average of monthly cash balances.......................
    1b
    103,531
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,282,682
    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
    3,282,682
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    49,240
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,233,442
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    161,672
    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
    161,672
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,208
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,208
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    158,464
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    158,464
    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
    158,464
    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
    195,575
    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
    195,575
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    195,575
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 158,464
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 61,174
    b From 2016...... 28,445
    c From 2017...... 55,405
    d From 2018...... 61,176
    e From 2019...... 50,849
    fTotal of lines 3a through e........ 257,049
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 195,575
    a Applied to 2019, 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 2020 distributable amount..... 158,464
    e Remaining amount distributed out of corpus 37,111
    5 Excess distributions carryover applied to 2020. 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 5 294,160
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    61,174
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    232,986
    10 Analysis of line 9:
    a Excess from 2016.... 28,445
    b Excess from 2017.... 55,405
    c Excess from 2018.... 61,176
    d Excess from 2019.... 50,849
    e Excess from 2020.... 37,111
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    RONALD SIMON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    NORTHWELL HEALTH FOUNDATION
    972 BRUSH HOLLOW ROAD 5TH FL
    Westbury,NY115901740
    NONE PC GENERAL OPERATING 38,352
    ALBERT EINSTEIN COLLEGE OF MED
    1300 MORRIS PARK AVENUE
    BRONX,NY104611900
    NONE PC GENERAL OPERATING 38,352
    FDN FOR ANESTHESIA EDUC RSCH
    1061 AMERICAN LN
    SCHAUMBURG,IL60173
    NONE PC GENERAL OPERATING 38,352
    SOC FOR OBSTETRIC ANESTHESIA
    & PERINATOLOGY
    6737 W WASHINGTON ST STE 4210
    MILWAUKEE,WI532145636
    NONE PC GENERAL OPERATING 38,352
    Total .................................bullet 3a 153,408
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 62,373  
    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 ............
        18 198,802  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
        1 759  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   261,934  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    261,934
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    GERTIE F MARX PRIVATE FDN
    EIN:
    20-3278852
    Name of Bond End of Year Book Value End of Year Fair Market Value
    571748BF8 MARSH & MCLENNAN COS 6,462 6,494
    166764BW9 CHEVRON CORP 10,321 10,276
    61746BEG7 MORGAN STANLEY 4,951 6,361
    61746BED4 MORGAN STANLEY 5,030 5,036
    00287YCB3 ABBVIE INC 7,394 7,348
    49456BAF8 KINDER MORGAN INC/DE 6,590 6,676
    907818EY0 UNION PACIFIC CORP 8,162 9,232
    437076CB6 HOME DEPOT INC 9,783 9,721
    035242AN6 ANHEUSER-BUSCH INBEV 5,556 6,361
    29379VAY9 ENTERPRISE PRODUCTS 4,500 4,812
    548661DY0 LOWE'S COS INC 8,024 7,823
    031162CU2 AMGEN INC 8,405 8,372
    92343VFU3 VERIZON COMMUNICATIO 8,310 7,777
    857477AN3 STATE STREET CORP 10,884 10,884
    87612EBL9 TARGET CORP 7,373 7,371
    91324PDX7 UNITEDHEALTH GROUP I 7,379 7,170
    46647PCB0 JPMORGAN CHASE & CO 13,045 13,150
    61746BDQ6 MORGAN STANLEY 6,452 6,522
    594918CA0 MICROSOFT CORP 6,712 6,626
    46647PBU9 JPMORGAN CHASE & CO 9,879 9,719
    172967LG4 CITIGROUP INC 8,109 8,129
    316773CX6 FIFTH THIRD BANCORP 9,583 9,649
    05530QAN0 BAT INTL FINANCE PLC 7,044 7,070
    20030NCZ2 COMCAST CORP 8,952 8,921
    172967MS7 CITIGROUP INC 9,496 9,311
    02079KAF4 ALPHABET INC 7,789 7,239
    22822VAX9 CROWN CASTLE INTL CO 7,999 7,887
    666807BM3 NORTHROP GRUMMAN COR 6,382 6,401
    023135BS4 AMAZON.COM INC 10,337 9,892
    68389XBV6 ORACLE CORP 11,043 10,656
    57636QAP9 MASTERCARD INC 6,925 6,858
    037833DQ0 APPLE INC 7,530 7,363
    717081EA7 PFIZER INC 7,757 7,739
    037833DB3 APPLE INC 7,720 7,664
    92826CAL6 VISA INC 9,357 9,391
    337738AU2 FISERV INC 8,886 8,927
    126650DP2 CVS HEALTH CORP 7,840 7,961
    46647PAF3 JPMORGAN CHASE & CO 6,629 6,648
    38141GXG4 GOLDMAN SACHS GROUP 7,264 7,305
    126650CX6 CVS HEALTH CORP 6,853 6,942
    91282CBC4 U.S. TREASURY NOTE 6,962 6,924
    3132DV7B5 FHLMC SD 8090 02% 8,081 8,000
    91282CAR2 U.S. TREASURY NOTE 24,988 25,005
    31418D2L5 FNMA PMA4378 02% 37,237 37,643
    912810SU3 U.S. TREASURY BOND 8,205 8,925
    31418DLV2 FNMA PMA3939 03 50% 19,723 19,767
    31418CYN8 FNMA PMA3416 04 50% 3,273 3,266
    31418D2M3 FNMA PMA4379 02 50% 41,232 41,539
    912828YV6 U.S. TREASURY NOTE 30,549 31,071
    31418DSJ2 FNMA PMA4120 02 50% 8,424 8,355
    912828TY6 U.S. TREASURY NOTE 43,782 43,840
    3140J6GR2 FNMA PBM2007 04% 17,044 17,086
    912833LV0 STRIP - TRSY SEC 14,760 14,681
    31359MGK3 FEDERAL NATL MTG ASS 5,974 5,844
    31418DKK7 FNMA PMA3897 03% 4,105 4,068
    31418DPD8 FNMA PMA4019 02 50% 7,818 7,805
    91282CCF6 U.S. TREASURY NOTE 16,932 17,056
    912810SW9 U.S. TREASURY BOND 10,859 11,119
    912810RS9 U.S. TREASURY BOND 26,757 24,681
    91282CAW1 U.S. TREASURY NOTE 21,013 21,011
    3132DV6D2 FHLMC SD 8068 03% 28,407 28,103
    31418DLN0 FNMA PMA3932 03 50% 2,906 2,918
    9128284N7 U.S. TREASURY NOTE 9,220 9,004
    31418DZX3 FNMA PMA4357 03% 23,966 23,973

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GERTIE F MARX PRIVATE FDN
    EIN:
    20-3278852
    Name of Stock End of Year Book Value End of Year Fair Market Value
    949746101 WELLS FARGO & CO NEW 20,475 25,405
    G96629103 WILLIS TOWERS WATSON    
    02079K305 ALPHABET INC SHS 3,916 24,251
    126650100 CVS HEALTH CORP 6,037 7,907
    22160N109 COSTAR GROUP INC 1,702 4,443
    26614N102 DUPONT DE NEMOURS IN 4,881 6,604
    34959J108 FORTIVE CORP 3,887 3,851
    461202103 INTUIT INC 16,530 26,499
    052769106 AUTODESK INC COM 5,369 7,065
    055622104 BP P L C SPONS ADR 11,967 8,463
    22052L104 DOWDUPONT INC 3,102 4,834
    31428X106 FEDEX CORP    
    444859102 HUMANA INC 7,630 7,665
    620076307 MOTOROLA SOLUTIONS I 1,966 3,135
    776696106 ROPER TECHNOLOGIES I 6,920 9,335
    78410G104 SBA COMMUNICATIONS C    
    92343V104 VERIZON COMMUNICATIO 11,736 12,048
    617446448 MORGAN STANLEY 14,492 27,258
    023135106 AMAZON COM INC 17,627 43,259
    09062X103 BIOGEN IDEC INC    
    46120E602 INTUITIVE SURGICAL I 1,897 3,966
    670100205 NOVO NORDISK A/S ADR 5,829 8,982
    824348106 SHERWIN-WILLIAMS CO/ 4,140 7,858
    835699307 SONY CORP ADR AMERN    
    874039100 TAIWAN SEMICONDUCTOR 12,090 16,096
    902973304 US BANCORP DEL    
    59156R108 METLIFE INC 7,610 10,559
    654106103 NIKE INC CL B 8,654 15,243
    666807102 NORTHROP GRUMMAN COR    
    742718109 PROCTER & GAMBLE CO/    
    904784709 UNILEVER NV    
    91324P102 UNITEDHEALTH GROUP I 19,451 29,680
    92826C839 VISA INC 32,846 46,075
    57636Q104 MASTERCARD INC 12,086 18,911
    66987V109 NOVARTIS AG SPNSRD A    
    744573106 PUBLIC SERVICE ENTER 4,664 5,974
    969457100 WILLIAMS COS INC/THE 3,809 4,785
    89151E109 TOTAL FINA ELF S.A.    
    92532F100 VERTEX PHARMACEUTICA    
    20030N101 COMCAST CORP 16,210 24,003
    205887102 CONAGRA BRANDS INC    
    20825C104 CONOCOPHILLIPS 9,105 10,203
    30303M102 FACEBOOK INC 13,637 21,022
    363576109 ARTHUR J GALLAGHER & 4,523 6,687
    37045V100 GENERAL MOTORS CO 6,012 11,482
    46625H100 J P MORGAN CHASE & C 2,483 10,928
    500472303 KONINKLIJKE PHILIPS 6,370 7,044
    641069406 NESTLE S A SPONSORED    
    64110L106 NETFLIX COM INC 4,404 9,834
    775109200 ROGERS COMMUNICATION 2,941 2,909
    98978V103 ZOETIS INC 4,144 8,513
    G5960L103 MEDTRONIC PLC SHS 12,565 17,333
    01609W102 ALIBABA GROUP HOLDIN    
    12572Q105 CME GROUP INC    
    17275R102 CISCO SYSTEMS INC 13,419 17,718
    717081103 PFIZER INC    
    78409V104 S&P GLOBAL INC 8,760 16,720
    79466L302 SALESFORCE COM INC    
    907818108 UNION PACIFIC CORP 7,163 8,969
    49338L103 KEYSIGHT TECHNOLOGIE    
    539830109 LOCKHEED MARTIN CORP 7,123 7,433
    594918104 MICROSOFT CORP COM 25,321 70,658
    H01301128 ALCON SA ACT NOM 3,356 4,077
    N07059210 ASML HLDG NV NY REG 4,821 18,402
    00724F101 ADOBE SYS INC COM 4,268 12,433
    101137107 BOSTON SCIENTIFIC CO    
    25754A201 DOMINO S PIZZA INC 1,548 3,153
    70450Y103 PAYPAL HOLDINGS INC 2,724 8,266
    713448108 PEPSICO INC 2,967 3,139
    74834L100 QUEST DIAGNOSTICS IN    
    81762P102 SERVICENOW INC 6,873 15,285
    58733R102 MERCADOLIBRE INC 3,973 10,981
    609207105 MONDELEZ INTERNATION 3,188 3,796
    N3167Y103 FERRARI NV    
    02209S103 ALTRIA GROUP INC    
    026874784 AMERICAN INTERNATION 9,569 13,968
    036752103 ANTHEM INC 11,698 15,360
    05523R107 BAE SYSTEMS PLC 4,008 5,236
    192446102 COGNIZANT TECHNOLOGY 12,245 13,456
    21036P108 CONSTELLATION BRANDS 6,377 8,525
    25243Q205 DIAGEO PLC SPON ADR 10,585 13,676
    256677105 DOLLAR GENERAL CORP 4,188 5,583
    380237107 GODADDY INC SHS    
    548661107 LOWES COMPANIES INC 3,913 7,130
    56585A102 MARATHON PETROLEUM C 4,373 6,461
    58155Q103 MCKESSON CORP 3,613 5,096
    808513105 CHARLES SCHWAB CORP/ 4,390 8,086
    89400J107 TRANSUNION 3,722 5,883
    037833100 APPLE INC 8,002 17,503
    046353108 ASTRAZENECA PLC SPON 22,125 25,872
    058498106 BALL CORP 2,182 2,750
    12626K203 CRH PLC ADR    
    172967424 CITIGROUP INC 16,216 22,788
    418056107 HASBRO INC 7,444 9,646
    478160104 JOHNSON & JOHNSON    
    83304A106 SNAP INC CL A 2,636 12,354
    87952P307 TELE2 AB    
    882508104 TEXAS INSTRUMENTS IN 9,635 13,725
    174610105 CITIZENS FINANCIAL G 7,968 10,498
    X4551T105 KONE OYJ    
    032654105 ANALOG DEVICES INC 8,503 11,719
    191216100 COCA-COLA CO/THE 7,872 9,638
    25157Y202 DEUTSCHE POST AG    
    29446M102 EQUINOR ASA 6,302 7,276
    29452E101 EQUITABLE HOLDINGS I 3,210 4,939
    31620M106 FIDELITY NATL INFO S 21,779 22,208
    31620R303 FIDELITY NATIONAL FI 3,614 4,729
    369604103 GENERAL ELECTRIC CO 4,791 7,666
    372460105 GENUINE PARTS CO    
    22266L106 COUPA SOFTWARE INC    
    423012301 HEINEKEN N V    
    43300A203 HILTON WORLDWIDE HOL    
    502441306 LVMH MOET HENNESSY L 10,784 13,633
    756255204 RECKITT BENCKISER GR 18,953 16,078
    818800104 SGS SOC GEN SRVLLNCE    
    82509L107 SHOPIFY INC 2,125 7,500
    G0250X107 AMCOR PLC REG SHS    
    03634M208 ANSELL LTD-SPON 3,057 3,577
    49456B101 KINDER MORGAN INC/DE    
    74340W103 PROLOGIS INC    
    872540109 TJX COS INC/THE 2,771 3,509
    911271302 UNITED OVERSEAS BANK    
    00287Y109 ABBVIE INC 11,329 13,607
    80105N105 SANOFI-SYNTHELABO 30,163 31,245
    94106L109 WASTE MANAGEMENT INC    
    G29183103 EATON CORP PLC    
    020002101 ALLSTATE CORP/THE 3,651 4,812
    025816109 AMERICAN EXPRESS CO 1,592 3,070
    281020107 EDISON INTERNATIONAL 4,427 4,033
    437076102 HOME DEPOT INC/THE    
    55261F104 M&T BANK CORP 7,942 8,566
    651229106 NEWELL BRANDS INC 2,401 3,589
    69351T106 PPL CORP    
    80687P106 SCHNEIDER ELEC SA 5,936 8,512
    68902V107 OTIS WORLDWIDE CORP 6,276 9,134
    704326107 PAYCHEX INC 2,530 3,756
    723787107 PIONEER NAT RES CO    
    75513E101 RAYTHEON TECHNOLOGIE 17,078 21,824
    759530108 RELX PLC 15,850 19,852
    754730109 RAYMOND JAMES FINANC 4,544 6,474
    87971M103 TELUS CORP 11,259 14,585
    084670702 BERKSHIRE HATHAWAYIN    
    204319107 CIE FINANCIERE RICHE    
    35137L105 FOX CORP 7,631 7,667
    718172109 PHILIP MORRIS INTERN 6,058 8,107
    76680R206 RINGCENTRAL INC 5,656 5,078
    83546A203 SONIC HEALTHCARE LTD    
    N6596X109 NXP SEMICONDUCTORS N 1,526 2,889
    038222105 APPLIED MATERIALS IN    
    14448C104 CARRIER GLOBAL CORP    
    110448107 BRITISH AMERICAN TOB 7,221 6,816
    37733W105 GLAXOSMITHKLINE PLC    
    460146103 INTERNATIONAL PAPER    
    03027X100 AMERICAN TOWER REIT 8,277 10,464
    573874104 MARVELL TECH INC 8,693 11,315
    22788C105 CROWDSTRIKE HLDGS IN 2,665 3,043
    297284200 ESSILOR INTL SA 6,640 7,742
    525327102 LEIDOS HOLDINGS INC 3,447 3,618
    30161N101 EXELON CORP 2,811 3,042
    78467J100 SS&C TECHNOLOGIES HO 6,889 7,682
    M98068105 WIX COM LTD 6,322 7,167
    110122108 BRISTOL-MYERS SQUIBB 13,436 14,660
    532457108 ELI LILLY & CO 2,323 2,435
    693506107 PPG INDUSTRIES INC 4,874 6,214
    492089107 KERING SA 7,714 7,805
    35671D857 FREEPORT-MCMORAN INC 3,372 3,315
    81141R100 SEA LTD 8,098 9,113
    149123101 CATERPILLAR INC 4,524 4,342
    74435K204 PRUDENTIAL PLC ADR 13,478 12,484
    87165B103 SYNCHRONY FINANCIAL 6,186 7,617
    023608102 AMEREN CORP 4,074 4,448
    23304Y100 DBS GROUP HOLDINGS L 3,563 5,334
    125523100 CIGNA CORP 6,586 6,885
    81211K100 SEALED AIR CORP 3,026 2,951
    904767704 UNILEVER PLC AMER SH 24,514 27,039
    93114W107 WAL-MART DE MEXICO S 4,886 4,959
    65473P105 NISOURCE INC 2,656 2,898
    88032Q109 TENCENT HOLDINGS LTD 7,471 5,324
    025537101 AMERICAN ELECTRIC PO 4,411 4,494
    03768E105 APOLLO GLOBAL MANAGE 3,691 3,532
    872590104 T-MOBILE US INC SHS 2,932 3,024
    148806102 CATALENT INC SHS 5,363 6,470
    26876F102 ENN ENERGY HOLDINGS 4,702 5,732
    521865204 LEAR CORP 4,101 4,200
    15189T107 CENTERPOINT ENERGY I 2,995 3,081
    98956P102 ZIMMER BIOMET HOLDIN 8,787 9,315
    854502101 STANLEY BLACK & DECK 3,928 4,335
    H84989104 TE CONNECTIVITY LTD 6,417 6,931
    05722G100 BAKER HUGHES A GE CO 4,139 4,248
    14040H105 CAPITAL ONE FINANCIA 2,978 3,557
    31847R102 FIRST AMERICAN FINAN 1,420 1,952
    45866F104 INTERCONTINENTAL EXC 17,706 18,693
    02263T104 AMADEUS IT GROUP SA 6,091 7,085
    778296103 ROSS STORES INC 9,504 9,570
    893641100 TRANSDIGM GROUP INC 5,375 5,770
    235851102 DANAHER CORP 6,069 7,735
    29786A106 ETSY INC SHS 5,454 5,872
    67066G104 NVIDIA CORP 4,148 6,240
    256746108 DOLLAR TREE INC 5,132 4,890
    04621X108 ASSURANT INC 9,233 10,889
    446413106 HUNTINGTON INGALLS I 3,055 2,872
    743315103 PROGRESSIVE CORP/THE 7,681 7,993
    57667L107 MATCH GROUP INC 2,817 2,708
    518439104 ESTEE LAUDER COS INC 6,984 8,012
    G3421J106 FERGUSON PLC 11,430 13,305

    TY 2020 InvestmentsOtherSchedule2
    Name:
    GERTIE F MARX PRIVATE FDN
    EIN:
    20-3278852
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    464287804 ISHARES CORE S&P SMA AT COST 169,033 263,301
    464287176 ISHARES TIPS BOND ET AT COST 57,926 63,070
    09260B382 BLACKROCK STRATEGIC AT COST 117,462 123,419
    464286533 ISHARES EDGE MSCI MI AT COST 146,669 173,118
    464287507 ISHARES CORE S&P MID AT COST 147,435 220,623
    46429B697 ISHARES EDGE MSCI MI AT COST 205,479 255,413

    TY 2020 OtherDecreasesSchedule
    Name:
    GERTIE F MARX PRIVATE FDN
    EIN:
    20-3278852
    Description Amount
    COST BASIS AND MBS ADJUSTMENT 6,246
    PURCHASE OF ACCRUED INTEREST 50
    AMORT CARRYOVER 2,627
    GAIN ON CY SALES NOT SETTELD AT YEAR END 40


    TY 2020 OtherExpensesSchedule
    Name:
    GERTIE F MARX PRIVATE FDN
    EIN:
    20-3278852
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER INVESTMENT EXPENSES 226 226   0
    INVESTMENT EXPENSES-DIVIDEND I 298 298   0


    TY 2020 OtherIncomeSchedule2
    Name:
    GERTIE F MARX PRIVATE FDN
    EIN:
    20-3278852
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 759 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    GERTIE F MARX PRIVATE FDN
    EIN:
    20-3278852
    Description Amount
    GAIN ON PY SALES SETTLED IN CY 108
    MUTUAL FUND TIMING ADJ 382


    TY 2020 TaxesSchedule
    Name:
    GERTIE F MARX PRIVATE FDN
    EIN:
    20-3278852
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,135 1,135   0
    FEDERAL TAX PAYMENT - PRIOR YE 5,345 0   0
    FEDERAL ESTIMATES - PRINCIPAL 6,712 0   0
    FOREIGN TAXES ON NONQUALIFIED 202 202   0