| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Kupstas & Kupstas LLC | 925 | 0 | 0 | 0 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| American Funds Capital I | AT COST | ||
| American Funds Capital W | AT COST | 22,505 | 30,534 |
| American Funds Fundamental | AT COST | 25,757 | 33,140 |
| American Funds Growth Fund | AT COST | 23,020 | 32,858 |
| American Funds Inc Fd | AT COST | 25,444 | 29,406 |
| Description | Amount |
|---|---|
| Federal Tax Refund | 86 |