Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
LOREN FIMIAN CHARITABLE TRUST UNDER WILL
 
Number and street (or P.O. box number if mail is not delivered to street address)1581 AMERIPRISE FINANCIAL CENTER
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN55474
A Employer identification number

46-6772483
B Telephone number (see instructions)

(702) 673-9233
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$4,556,802
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 129,495 123,690  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -5,798
b Gross sales price for all assets on line 6a 958,459
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 76    
12 Total. Add lines 1 through 11........ 123,773 123,690  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,050     25,050
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).... 46,961 46,961   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 5,177 2,765   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,188 49,726 0 25,050
25 Contributions, gifts, grants paid....... 124,450 124,450
26 Total expenses and disbursements. Add lines 24 and 25 201,638 49,726 0 149,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -77,865
b Net investment income (if negative, enter -0-) 73,964
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 141,859 2,250 2,250
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,716,911 Click to see attachment
List of Attached Documents:
// Content
3,740,593
4,554,552
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,858,770 3,742,843 4,556,802
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,858,770 3,742,843
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)..... 3,858,770 3,742,843
30 Total liabilities and net assets/fund balances (see instructions). 3,858,770 3,742,843
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
3,858,770
2
Enter amount from Part I, line 27a .....................
2
-77,865
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,780,905
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
38,062
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,742,843
Form 990-PF (2023)
Form 990-PF (2023)
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 24. KOITO MFG CO LTD ADR   2022-02-07 2023-01-04
b 30. KOITO MFG CO LTD ADR   2022-04-08 2023-01-04
c 22. KOITO MFG CO LTD ADR   2019-12-26 2023-01-04
d 30. KOITO MFG CO LTD ADR   2019-12-30 2023-01-04
e 28. TRAVIS PERKINS PLC SPON ADR NEW   2022-01-12 2023-01-04
83. TRAVIS PERKINS PLC SPON ADR NEW   2021-11-09 2023-01-04
11. ALPHABET INC CAP STK CL C   2013-11-14 2023-01-05
10. SMURFIT KAPPA GRP ADR   2021-08-24 2023-01-05
12. SMURFIT KAPPA GRP ADR   2021-11-03 2023-01-05
3. SMURFIT KAPPA GRP ADR   2020-11-20 2023-01-05
7. CSL LTD SPONSORED ADR   2022-02-22 2023-01-09
31. MERCK & CO INC COM   2020-03-13 2023-01-09
24. MERCK & CO INC COM   2021-05-11 2023-01-09
8. MERCK & CO INC COM   2021-06-09 2023-01-09
64. VODAFONE GROUP PLC NEW SPONSORED ADR   2016-01-07 2023-01-09
100. VODAFONE GROUP PLC NEW SPONSORED ADR   2016-07-12 2023-01-09
22. VODAFONE GROUP PLC NEW SPONSORED ADR   2014-10-16 2023-01-09
1. BROADCOM INC COM   2022-01-25 2023-01-11
1. BROADCOM INC COM   2022-05-26 2023-01-11
11. ASPEN TECHNOLOGY INC NEW   2019-06-06 2023-01-17
13. FIVE BELOW INC COM   2020-07-28 2023-01-17
2. UNITED OVERSEAS BK LTD ADR   2021-08-06 2023-01-17
19. UNITED OVERSEAS BK LTD ADR   2022-11-09 2023-01-17
8000. U S TREASURY NOTE INFLATION INDEX NOTE   2016-05-19 2023-01-17
1000. U S TREASURY NOTE INFLATION INDEX NOTE   2016-06-14 2023-01-17
10000. U S TREASURY NOTE INFLATION INDEX NOTE   2016-05-19 2023-01-17
38. EVEREST RE GROUP LTD COM   2021-01-22 2023-01-17
10. CROWDSTRIKE HLDGS INC CL A   2022-08-03 2023-01-18
4. CROWDSTRIKE HLDGS INC CL A   2021-09-08 2023-01-18
9. CROWDSTRIKE HLDGS INC CL A   2021-10-05 2023-01-18
7. CROWDSTRIKE HLDGS INC CL A   2022-10-10 2023-01-18
11. CROWDSTRIKE HLDGS INC CL A   2021-11-15 2023-01-18
10. CROWDSTRIKE HLDGS INC CL A   2022-12-02 2023-01-18
4. DIAGEO PLC-SPONSORED ADR (NEW)   2020-02-06 2023-01-20
7. NOVARTIS AG SPONSORED ADR   2022-03-15 2023-01-20
3. NOVARTIS AG SPONSORED ADR   2022-03-22 2023-01-20
17. RELX PLC SPONSORED ADR   2020-07-24 2023-01-20
18. ROCHE HOLDINGS LTD-SPONSORED ADR   2022-03-21 2023-01-20
14. ROCHE HOLDINGS LTD-SPONSORED ADR   2022-07-08 2023-01-20
114. UNIVERSAL MUSIC GROUP NV UNSPONSORED ADS   2022-06-13 2023-01-20
4. CARTERS INC COM   2018-03-19 2023-01-23
76. CARTERS INC COM   2013-11-14 2023-01-23
6. CUBESMART COM   2022-03-07 2023-01-23
12. CUBESMART COM   2022-03-29 2023-01-23
9. CUBESMART COM   2022-04-12 2023-01-23
3. EQUINIX INC COM   2015-10-22 2023-01-23
76. OLYMPUS CORP CHG SPON ADR   2022-03-01 2023-01-23
11. OLYMPUS CORP CHG SPON ADR   2022-06-07 2023-01-23
37. OLYMPUS CORP CHG SPON ADR   2022-11-29 2023-01-23
13. TOTAL S A SPONSORED ADR   2022-08-30 2023-01-23
.7834 VITESSE ENERGY INC   2021-02-03 2023-01-23
6. TOTAL S A SPONSORED ADR   2022-08-10 2023-01-24
1. TOTAL S A SPONSORED ADR   2022-08-30 2023-01-24
32.9945 VITESSE ENERGY INC   2021-02-03 2023-01-24
14.0055 VITESSE ENERGY INC   2021-02-17 2023-01-24
1. ASML HOLDING N V N Y REGISTRY SHS   2022-04-20 2023-01-24
54. ROCHE HOLDINGS LTD-SPONSORED ADR   2020-04-09 2023-01-25
8. ROCHE HOLDINGS LTD-SPONSORED ADR   2020-06-04 2023-01-25
15. ROCHE HOLDINGS LTD-SPONSORED ADR   2022-12-13 2023-01-25
7. GILEAD SCIENCES INC   2020-08-21 2023-01-30
15. GILEAD SCIENCES INC   2020-09-01 2023-01-30
8. UNIVERSAL MUSIC GROUP NV UNSPONSORED ADS   2022-06-13 2023-01-30
54. UNIVERSAL MUSIC GROUP NV UNSPONSORED ADS   2022-06-23 2023-01-30
54. UNIVERSAL MUSIC GROUP NV UNSPONSORED ADS   2022-07-14 2023-01-30
13. AIRBNB INC COM CL A   2021-03-03 2023-01-31
24. GILEAD SCIENCES INC   2020-09-01 2023-02-02
30. J P MORGAN CHASE & CO   2022-08-15 2023-02-02
47. PEGASYSTEMS INC   2019-04-25 2023-02-02
31. PEGASYSTEMS INC   2019-09-11 2023-02-02
20. NATIONAL INSTRUMENTS CHG CORP   2013-11-14 2023-02-03
11. TECHTRONIC INDS LTD SPONSORED ADR   2017-01-05 2023-02-03
6. LOGITECH INTL SA NAMEN AKT   2022-01-13 2023-02-06
13. LOGITECH INTL SA NAMEN AKT   2021-12-13 2023-02-06
2. ASHTEAD GROUP PLC ADR   2022-04-07 2023-02-07
9. RITCHIE BROTHERS XXX AUCTIONEERS INC   2022-01-10 2023-02-08
8. RITCHIE BROTHERS XXX AUCTIONEERS INC   2021-06-16 2023-02-08
37. BEIERSDORF AG UNSPON ADR   2022-03-04 2023-02-14
4. BEIERSDORF AG UNSPON ADR   2022-03-23 2023-02-14
17000. U S TREASURY NOTE   2017-12-29 2023-02-15
21000. U S TREASURY NOTE   2017-12-29 2023-02-15
5. GILEAD SCIENCES INC   2020-01-23 2023-02-16
21. GILEAD SCIENCES INC   2019-08-27 2023-02-16
13. GILEAD SCIENCES INC   2020-09-01 2023-02-16
4. SAP AG-SPONSORED ADR   2022-08-02 2023-02-16
2. SAP AG-SPONSORED ADR   2013-11-15 2023-02-16
19. THE TRADE DESK INC COM CL A   2022-10-03 2023-02-16
5. CRH PLC 00   2021-01-08 2023-02-17
8. CRH PLC 00   2021-05-03 2023-02-17
99. HUSQVARNA AB SPONSORED ADR REPRESENTING CLASS B   2022-02-08 2023-02-17
36. HUSQVARNA AB SPONSORED ADR REPRESENTING CLASS B   2022-04-11 2023-02-17
60. MEDICAL PROPERTIES TRUST INC REIT   2021-09-22 2023-02-17
38. MEDICAL PROPERTIES TRUST INC REIT   2021-09-22 2023-02-17
1. MEDICAL PROPERTIES TRUST INC REIT   2021-09-22 2023-02-17
18. CRH PLC 00   2021-01-08 2023-02-24
28. GILEAD SCIENCES INC   2019-08-06 2023-02-24
8. GILEAD SCIENCES INC   2019-08-27 2023-02-24
4. GILEAD SCIENCES INC   2020-10-15 2023-02-24
7. J P MORGAN CHASE & CO   2022-08-15 2023-02-24
14. J P MORGAN CHASE & CO   2022-09-15 2023-02-24
3. J P MORGAN CHASE & CO   2022-10-04 2023-02-24
2. JD.COM INC SPON ADR   2020-03-30 2023-02-24
5. JD.COM INC SPON ADR   2020-03-30 2023-02-24
2. JD.COM INC SPON ADR   2020-03-30 2023-02-24
4. JD.COM INC SPON ADR   2022-07-07 2023-02-24
4. NOVO NORDISK A S ADR   2022-01-28 2023-02-24
12. RITCHIE BROTHERS XXX AUCTIONEERS INC   2021-03-29 2023-02-24
5. RITCHIE BROTHERS XXX AUCTIONEERS INC   2021-06-16 2023-02-24
75. VODAFONE GROUP PLC NEW SPONSORED ADR   2017-03-23 2023-02-24
129. VODAFONE GROUP PLC NEW SPONSORED ADR   2022-05-25 2023-02-24
18. VODAFONE GROUP PLC NEW SPONSORED ADR   2016-07-12 2023-02-24
87. VODAFONE GROUP PLC NEW SPONSORED ADR   2018-09-21 2023-02-24
3. VODAFONE GROUP PLC NEW SPONSORED ADR   2014-10-16 2023-02-24
37. RECKITT BENCKISER PLC SPONSORED ADR   2021-12-31 2023-02-28
1. VEEVA SYS INC CL A COM   2019-01-14 2023-02-28
6. VEEVA SYS INC CL A COM   2022-07-21 2023-02-28
16. UNITED OVERSEAS BK LTD ADR   2021-04-06 2023-03-01
7. UNITED OVERSEAS BK LTD ADR   2021-08-06 2023-03-01
14. UNITED OVERSEAS BK LTD ADR   2021-08-26 2023-03-01
10. CISCO SYSTEMS INC COM   2017-06-30 2023-03-02
3. CISCO SYSTEMS INC COM   2020-11-20 2023-03-02
46. CISCO SYSTEMS INC COM   2016-12-19 2023-03-02
51. BAXTER INTERNATIONAL INC   2021-02-22 2023-03-07
69. BAXTER INTERNATIONAL INC   2021-02-24 2023-03-07
22. BAXTER INTERNATIONAL INC   2022-08-04 2023-03-07
43. BAXTER INTERNATIONAL INC   2022-08-19 2023-03-07
38. BAXTER INTERNATIONAL INC   2021-08-27 2023-03-07
13. CLOROX CO   2022-02-22 2023-03-08
15. J P MORGAN CHASE & CO   2022-10-04 2023-03-08
78. VODAFONE GROUP PLC NEW SPONSORED ADR   2020-03-19 2023-03-08
23. VODAFONE GROUP PLC NEW SPONSORED ADR   2022-04-27 2023-03-08
139. VODAFONE GROUP PLC NEW SPONSORED ADR   2020-05-19 2023-03-08
1. VODAFONE GROUP PLC NEW SPONSORED ADR   2022-05-25 2023-03-08
119. VODAFONE GROUP PLC NEW SPONSORED ADR   2020-10-23 2023-03-08
24. BLACKSTONE GROUP INC COM CL A   2022-02-10 2023-03-13
31. FIRST REPUBLIC BANK DEP SHS REPSTG 1/40TH INT   2020-03-25 2023-03-16
40. FIRST REPUBLIC BANK DEP SHS REPSTG 1/40TH INT   2018-06-06 2023-03-16
294. US BANCORP DEL COM NEW   2022-11-30 2023-03-16
152. US BANCORP DEL COM NEW   2022-12-22 2023-03-16
10. ARISTA NETWORKS INC COM   2022-03-23 2023-03-17
52. FIRST REPUBLIC BANK DEP SHS REPSTG 1/40TH   2022-02-17 2023-03-20
37. FIRST REPUBLIC BANK DEP SHS REPSTG 1/40TH   2022-09-14 2023-03-20
51. FIRST REPUBLIC BANK SAN FRAN NEW DEP SHS REPSTG   2021-07-15 2023-03-20
41. FIRST REPUBLIC BANK DEP SHS REPSTG 1/40TH   2017-06-06 2023-03-20
2. KILROY RLTY CORP REIT   2021-06-25 2023-03-20
18. KILROY RLTY CORP REIT   2021-06-25 2023-03-20
15. TERRENO RLTY CORP COM   2022-05-18 2023-03-20
3. TERRENO RLTY CORP COM   2019-06-18 2023-03-20
30. UBS AG SHS NEW   2016-01-26 2023-03-20
31. UBS AG SHS NEW   2021-02-08 2023-03-20
30. UBS AG SHS NEW   2015-02-20 2023-03-20
31. UBS AG SHS NEW   2019-03-19 2023-03-20
2. UBS AG SHS NEW   2014-07-31 2023-03-20
2. BROADCOM INC COM   2022-11-09 2023-03-21
79. VORNADO REALTY TRUST * SER N CUML REDEEM PFD   2020-12-03 2023-03-21
19. VORNADO RLTY TR 5.25% PFD SR M HYB   2018-01-26 2023-03-21
81. VORNADO RLTY TR 5.25% PFD SR M HYB   2017-12-05 2023-03-21
18. DISCO CORP UNSPONSORED ADR   2022-02-16 2023-03-22
92. FIRST REPUBLIC BANK DEP SHS REPSTG 1/40TH INT   2019-12-20 2023-03-22
60. FIRST REP BK SAN FRANCISCO C COM Q   2013-11-14 2023-03-23
361. SLM CORP   2019-02-12 2023-03-23
390. SLM CORP   2020-06-30 2023-03-23
1. SCHNEIDER ELECTRIC SA ADR   2020-04-20 2023-03-24
16. SCHNEIDER ELECTRIC SA ADR   2020-05-06 2023-03-24
42. SVB FINL GRP DEP SHS REPSTG 1/40TH INT NON   2022-01-26 2023-03-28
36. SVB FINL GRP DEP SHS REPSTG 1/40TH INT NON   2022-09-15 2023-03-28
45. SVB FINL GRP DEP SHS REPSTG 1/40TH INT NON   2021-10-04 2023-03-28
46. SVB FINL GRP DEP SHS REPSTG 1/40TH INT NON   2019-12-20 2023-03-28
18. TECHTRONIC INDS LTD SPONSORED ADR   2017-01-05 2023-03-28
6. ARKEMA-ADR   2021-12-21 2023-03-30
2. ARKEMA-ADR   2021-12-29 2023-03-30
13. CLOROX CO   2022-02-22 2023-03-30
16. DIGITAL REALTY REIT   2022-02-22 2023-03-30
23. DIGITAL REALTY REIT   2022-03-14 2023-03-30
45. FIRST REPUB BANK DEP SHS REPSTG 1/40TH INT NON   2021-02-05 2023-03-30
50. FIRST REPUB BANK DEP SHS REPSTG 1/40TH INT NON   2020-09-14 2023-03-30
12. MAGNA INTL INC COM   2022-01-18 2023-03-30
1. MAGNA INTL INC COM   2021-03-04 2023-03-30
10. MAGNA INTL INC COM   2021-04-15 2023-03-30
95. OAK STREET HEALTH CHG INC   2021-08-05 2023-03-30
1. GRUPO AEROPORTUARIO DEL PACIFICO S A B DE C V   2019-04-04 2023-04-03
2. GRUPO AEROPORTUARIO DEL PACIFICO S A B DE C V   2019-08-16 2023-04-03
.5 TOKYO ELECTRON LTD ADR   2022-08-02 2023-04-03
.5 TOKYO ELECTRON LTD ADR   2022-08-30 2023-04-03
4. UNITED OVERSEAS BK LTD ADR   2021-03-10 2023-04-03
12. UNITED OVERSEAS BK LTD ADR   2022-08-19 2023-04-03
1. UNITED OVERSEAS BK LTD ADR   2021-08-26 2023-04-03
13. ABBVIE INC COM   2019-07-02 2023-04-05
5. CLOROX CO   2022-02-22 2023-04-05
1. CLOROX CO   2022-04-04 2023-04-05
5. CLOROX CO   2022-04-11 2023-04-05
29. DIGITAL REALTY REIT   2021-03-05 2023-04-05
18. DIGITAL REALTY REIT   2022-06-13 2023-04-05
46. EAST WEST BANCORP INC COM   2017-05-17 2023-04-05
2. EAST WEST BANCORP INC COM   2017-06-06 2023-04-05
97. EAST WEST BANCORP INC COM   2019-06-12 2023-04-05
33. EAST WEST BANCORP INC COM   2017-09-07 2023-04-05
5. EAST WEST BANCORP INC COM   2020-11-25 2023-04-05
4. LVMH MOET HENNESSY LOU VUITT ADR   2022-08-02 2023-04-06
4. NOVO NORDISK A S ADR   2022-01-28 2023-04-06
1. NOVO NORDISK A S ADR   2020-07-15 2023-04-06
357. KEYCORP COM   2020-02-20 2023-04-10
202. KEYCORP COM   2020-04-28 2023-04-10
123. KEYCORP COM   2022-07-29 2023-04-10
10. HDFC BANK LTD ADR REPS 3 SHS   2023-01-17 2023-04-13
4. HDFC BANK LTD ADR REPS 3 SHS   2021-12-29 2023-04-13
21. KOMATSU LTD SPON ADR NEW   2023-01-17 2023-04-13
5. KOMATSU LTD SPON ADR NEW   2022-11-07 2023-04-13
41. BRITISH AMERN TOB PLC SPONSORED ADR   2020-03-03 2023-04-14
1. BRITISH AMERN TOB PLC SPONSORED ADR   2022-04-27 2023-04-14
4. BRITISH AMERN TOB PLC SPONSORED ADR   2022-06-13 2023-04-14
1. BRITISH AMERN TOB PLC SPONSORED ADR   2021-06-28 2023-04-14
11. BRITISH AMERN TOB PLC SPONSORED ADR   2018-08-14 2023-04-14
45. CISCO SYSTEMS INC COM   2022-05-25 2023-04-14
18. GILEAD SCIENCES INC   2020-10-15 2023-04-14
13. GILEAD SCIENCES INC   2020-10-23 2023-04-14
148. ALLSTATE CORP REPSTG 1/1000TH INT FXD RATE   2018-03-27 2023-04-17
19. ENBRIDGE INC SUB NOTE SER 2018-B   2020-03-20 2023-04-17
259. ENBRIDGE INC SUB NOTE SER 2018-B   2018-04-06 2023-04-17
29. INFOSYS LTD SPONSORED ADR   2023-02-02 2023-04-18
4. INFOSYS LTD SPONSORED ADR   2020-02-12 2023-04-18
29. INFOSYS LTD SPONSORED ADR   2020-05-20 2023-04-18
11. PERNOD RICARD SA SPONSORED ADR   2013-11-15 2023-04-18
2. AON PLC SHS CL A   2022-08-10 2023-04-18
19. CDW CORP COM   2022-01-11 2023-04-19
1. CDW CORP COM   2022-01-20 2023-04-19
2. HEINEKEN N V SPONSORED ADR L1   2020-11-09 2023-04-19
12. HEINEKEN N V SPONSORED ADR L1   2020-12-22 2023-04-19
25. BEIERSDORF AG UNSPON ADR   2022-12-09 2023-04-20
41. BEIERSDORF AG UNSPON ADR   2022-03-04 2023-04-20
42. BRENNTAG SE ADR   2017-01-26 2023-04-20
20. BRENNTAG SE ADR   2021-11-03 2023-04-20
154. CISCO SYSTEMS INC COM   2016-12-19 2023-04-20
51. HUDSON PACIFIC PPTYS INC CUML REDEEM PFD SER C   2021-11-05 2023-04-20
4. PHILLIPS 66 COM   2014-10-24 2023-04-20
25. PHILLIPS 66 COM   2013-11-18 2023-04-20
9. CUBESMART COM   2022-03-07 2023-04-21
15. CUBESMART COM   2022-05-03 2023-04-21
7. CUBESMART COM   2022-05-31 2023-04-21
8. CUBESMART COM   2022-07-01 2023-04-21
55. EXTRA SPACE STORAGE INC REIT   2022-03-16 2023-04-21
32. EXTRA SPACE STORAGE INC REIT   2022-04-07 2023-04-21
4. GRUPO AEROPORTUARIO DEL PACIFICO S A B DE C V   2019-08-16 2023-04-21
5. NVIDIA CORP 00   2017-08-11 2023-04-24
3. SERVICENOW INC COM   2017-07-07 2023-04-24
30. EASTMAN CHEM CO COM   2020-01-28 2023-04-26
78. EASTMAN CHEM CO COM   2020-04-01 2023-04-26
33. SANDVIK AB ADR   2022-01-25 2023-04-27
4. KBC GROUP NV ADR   2021-02-09 2023-04-28
11. KBC GROUP NV ADR   2018-09-18 2023-04-28
2. KBC GROUP NV ADR   2017-11-24 2023-04-28
1. KBC GROUP NV ADR   2018-12-13 2023-04-28
48. DISCO CORP UNSPONSORED ADR   2022-02-16 2023-05-01
16. ALLSTATE CORP DP SHS PFD H   2022-01-04 2023-05-02
12. AMERICAN FINL GROUP INC OHIO 5.125% SB DEB 59   2020-03-03 2023-05-02
10. ARCH CAP GROUP LTD NON CUM PFD F Q   2017-11-29 2023-05-02
11. ARCH CAP GROUP LTD 4.550% DEP PFD G   2022-01-26 2023-05-02
9. CMS ENERGY CORP 5.6% JRSUB NT 78   2018-03-06 2023-05-02
14. CRH PLC 00   2021-01-08 2023-05-02
12. CAPITAL ONE FINL CORP DP SHS PFD I   2019-12-20 2023-05-02
12. CITIGROUP INC DEP SHS RP PFD K Q   2015-10-08 2023-05-02
12. CITIGROUP INC DEP SHS 1/1000 J PFD Q   2016-12-27 2023-05-02
6. DBS GROUP HLDGS LTD SPONSORED ADR   2017-12-18 2023-05-02
13. DTE ENERGY CO 4.375% SUB NT 80   2020-09-23 2023-05-02
10. DTE ENERGY CO JR SUB DB-E 77   2017-11-14 2023-05-02
10. DUKE ENERGY CORP NEW 5.625% JR SB DB   2018-09-13 2023-05-02
10. ENTERGY ARK INC 1M BD 4.875%66   2016-08-25 2023-05-02
10. ENTERGY LA LLC COLLATERAL TR MT   2016-08-12 2023-05-02
11. EQUITABLE HLDGS INC 5.25% DPRP PFD A   2021-02-11 2023-05-02
4. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2015-06-02 2023-05-02
13. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2015-11-20 2023-05-02
1. GOLDMAN SACHS GROUP INC DEP 1/1000 SER K   2015-07-31 2023-05-02
8. GOLDMAN SACHS GROUP INC DEP 1/1000 SER K   2016-12-02 2023-05-02
11. KEYCORP NEW DP SHS1/40 E   2018-09-13 2023-05-02
11. MORGAN STANLEY DEP SHS 1/1000 E   2015-08-27 2023-05-02
10. NEXTERA ENERGY CAP HLDGS INC NT NEE 79   2022-02-17 2023-05-02
1. NOVARTIS AG SPONSORED ADR   2022-03-15 2023-05-02
7. NOVARTIS AG SPONSORED ADR   2023-03-23 2023-05-02
12. PUBLIC STORAGE 4.75 DP PFD K   2019-12-20 2023-05-02
9. PUBLIC STORAGE 4.875 DPRP PFD I   2019-09-09 2023-05-02
9. PUBLIC STORAGE DP SHS RP PFD H   2019-03-04 2023-05-02
11. PUBLIC STORAGE PFD SHS F 5.15% HYB   2017-07-11 2023-05-02
10. RENAISSANCERE HLDGS LTD DPSHS RP PFD F   2018-06-13 2023-05-02
10. STIFEL FINL CORP DEP RP SHS PFD C   2021-11-16 2023-05-02
13. US BANCORP DEL 4.50% DEP PFD O   2022-02-03 2023-05-02
14. VORNADO RLTY TR 5.25% PFD SR M HYB   2018-01-26 2023-05-02
10. VOYA FINL INC 5.35% DP PFD B   2019-06-12 2023-05-02
9. WELLS FARGO & CO NEW NON CUM PFD Y   2017-04-18 2023-05-02
9. UNITED OVERSEAS BK LTD ADR   2021-03-10 2023-05-03
10. UNITED OVERSEAS BK LTD ADR   2014-05-05 2023-05-03
3. DIAGEO PLC-SPONSORED ADR (NEW)   2020-03-05 2023-05-04
5. DIAGEO PLC-SPONSORED ADR (NEW)   2020-07-27 2023-05-04
2. THERMO ELECTRON CORP   2021-02-01 2023-05-04
2. ADVANCED MICRO DEVICES INC COM   2020-10-01 2023-05-05
4. AGILENT TECHNOLOGIES INC   2014-02-05 2023-05-05
24. AIR LEASE CORP CL A   2018-09-26 2023-05-05
5. ALBEMARLE CORP COM   2014-05-15 2023-05-05
4. ALEXANDRIA REAL ESTATE EQ INC REIT   2023-01-23 2023-05-05
3. BECTON DICKINSON   2015-12-08 2023-05-05
10. CBRE GROUP INC CL A   2016-03-07 2023-05-05
6. EMCOR GROUP INC COM   2016-10-31 2023-05-05
1. EQUINIX INC COM   2018-09-28 2023-05-05
6. EURONET WORLDWIDE INC COM   2020-06-30 2023-05-05
3. EURONET WORLDWIDE INC COM   2020-11-25 2023-05-05
9. FIDELITY NATIONAL FINANCIAL FNF GROUP COM   2016-10-12 2023-05-05
2. INTERCONTINENTAL EXCHANGE IN COM   2023-04-05 2023-05-05
8. JACOBS SOLUTIONS INC COM   2017-06-06 2023-05-05
6. KEYSIGHT TECHNOLOGIES INC COM   2014-11-05 2023-05-05
3. LABORATORY CORP AMER HLDGS COM NEW   2016-09-02 2023-05-05
10. LIBERTY FORMULA ONE CHG SER C   2020-10-01 2023-05-05
5. MID-AMER APT CMNTYS INC REIT   2017-04-27 2023-05-05
3. MOHAWK INDS INC   2014-05-28 2023-05-05
11. NATIONAL INSTRUMENTS CHG CORP   2013-11-14 2023-05-05
12. OCCIDENTAL PETE DELAWARE   2023-03-23 2023-05-05
9. PVH CORPORATION COM   2013-11-14 2023-05-05
1. ROPER TECHNOLOGIES INC COM   2013-11-14 2023-05-05
10. ROSS STORES INC COM   2013-11-14 2023-05-05
2. SBA COMMUNICATIONS CORP NEW CL A   2021-03-30 2023-05-05
6. SEI INVESTMENTS CO   2014-09-26 2023-05-05
2. SEI INVESTMENTS CO   2013-11-14 2023-05-05
31. VIRTU FINL INC CL A   2021-06-17 2023-05-05
5. WABTEC COM   2023-04-05 2023-05-05
11. BANK OF NT BUTTERFIELD&SON L SHS NEW   2019-09-24 2023-05-05
6. BANK OF NT BUTTERFIELD&SON L SHS NEW   2020-11-25 2023-05-05
14. GENPACT LIMITED SHS   2018-05-16 2023-05-05
8. BRITISH AMERN TOB PLC SPONSORED ADR   2020-06-25 2023-05-08
61. BRITISH AMERN TOB PLC SPONSORED ADR   2021-06-28 2023-05-08
14. CLOROX CO   2022-04-04 2023-05-08
12. CLOROX CO   2022-04-11 2023-05-08
9. CGI INC CL A SUB VTG   2023-02-06 2023-05-09
3. CGI INC CL A SUB VTG   2022-09-30 2023-05-09
13. AIR LIQUIDE ADR   2023-02-14 2023-05-10
23. BRITISH AMERN TOB PLC SPONSORED ADR   2019-02-25 2023-05-12
23. BRITISH AMERN TOB PLC SPONSORED ADR   2020-06-25 2023-05-12
67. BRITISH AMERN TOB PLC SPONSORED ADR   2018-11-12 2023-05-12
22. PAYPAL HLDGS INC COM   2022-08-11 2023-05-15
14. PAYPAL HLDGS INC COM   2022-09-20 2023-05-15
18. PAYPAL HLDGS INC COM   2022-11-04 2023-05-15
1. BROADCOM INC COM   2013-11-15 2023-05-19
5. SHELL PLC SPON ADS   2023-02-10 2023-05-19
2. SHELL PLC SPON ADS   2022-06-08 2023-05-19
20. NATIONAL INSTRUMENTS CHG CORP   2014-01-02 2023-05-24
45. NATIONAL INSTRUMENTS CHG CORP   2016-08-02 2023-05-24
7. NATIONAL INSTRUMENTS CHG CORP   2013-11-14 2023-05-24
1. AVALONBAY COMMUNITIES INC REIT   2022-04-12 2023-05-26
1. AVALONBAY COMMUNITIES INC REIT   2022-04-12 2023-05-26
2. BROADCOM INC COM   2013-11-15 2023-05-26
1. CUBESMART COM   2022-07-01 2023-05-26
6. CUBESMART COM   2022-10-12 2023-05-26
13. NIKE INC CLASS B   2021-01-19 2023-05-26
1. OREILLY AUTOMOTIVE INC COM   2022-03-04 2023-05-26
13. SYNOVUS FINANCIAL CORP NON CUML SER E PFD   2022-03-14 2023-05-26
87. SYNOVUS FINANCIAL CORP NON CUML SER E PFD   2019-06-25 2023-05-26
1. BROADCOM INC COM   2013-11-15 2023-05-30
1. AIR LIQUIDE ADR   2023-02-14 2023-05-31
20.3 AIR LIQUIDE ADR   2016-04-06 2023-05-31
7.7 AIR LIQUIDE ADR   2020-04-09 2023-05-31
12. AIR LIQUIDE ADR   2022-12-21 2023-05-31
20. SCHNEIDER ELECTRIC SA ADR   2020-05-06 2023-05-31
16. SCHNEIDER ELECTRIC SA ADR   2020-05-15 2023-05-31
1. GENUINE PARTS CO   2021-04-07 2023-06-02
1. GENUINE PARTS CO   2020-08-24 2023-06-02
41. GENUINE PARTS CO   2020-09-02 2023-06-02
17. SMITH & NEPHEW P L C SPD ADR NEW   2019-10-22 2023-06-05
7. SMITH & NEPHEW P L C SPD ADR NEW   2020-12-21 2023-06-05
10. OLYMPUS CORP ADR   2021-04-19 2023-06-08
34. OLYMPUS CORP ADR   2021-08-26 2023-06-08
1. OLYMPUS CORP ADR   2020-09-17 2023-06-08
54. OLYMPUS CORP ADR   2020-11-06 2023-06-08
30. OLYMPUS CORP ADR   2022-11-10 2023-06-08
28. OLYMPUS CORP ADR   2020-12-15 2023-06-08
10. AMADEUS IT HLDG S A ADS   2021-11-10 2023-06-09
21. SMC CORP JAPAN SPONSORED ADR   2023-01-17 2023-06-09
5. SMC CORP JAPAN SPONSORED ADR   2022-12-13 2023-06-09
75. ADVANCED MICRO DEVICES INC COM   2020-10-01 2023-06-12
2. EMBECTA CORP COMMON STOCK   2016-03-09 2023-06-12
2.4 EMBECTA CORP COMMON STOCK   2015-03-17 2023-06-12
.2 EMBECTA CORP COMMON STOCK   2016-03-21 2023-06-12
3. EMBECTA CORP COMMON STOCK   2015-08-19 2023-06-12
.2 EMBECTA CORP COMMON STOCK   2015-10-19 2023-06-12
1.2 EMBECTA CORP COMMON STOCK   2015-12-08 2023-06-12
8. F&G ANNUITIES & LIFE INC   2022-12-01 2023-06-12
1. BROADCOM INC COM   2021-06-11 2023-06-13
5. BROADCOM INC COM   2021-08-27 2023-06-13
51. CHUBB LIMITED COM   2013-11-18 2023-06-13
7. CDW CORP COM   2022-01-20 2023-06-16
8. CDW CORP COM   2022-01-26 2023-06-16
10. CDW CORP COM   2022-02-07 2023-06-16
8. CISCO SYSTEMS INC COM   2022-05-25 2023-06-16
23. CISCO SYSTEMS INC COM   2022-06-13 2023-06-16
12. GILEAD SCIENCES INC   2022-04-04 2023-06-16
3. GILEAD SCIENCES INC   2022-04-27 2023-06-16
5. GILEAD SCIENCES INC   2020-10-23 2023-06-16
13. KEYCORP COM   2022-05-25 2023-06-16
97. KEYCORP COM   2022-08-15 2023-06-16
20. KOMATSU LTD SPON ADR NEW   2022-11-07 2023-06-16
23. SOUTHERN CO   2022-11-15 2023-06-16
14. AIR LIQUIDE ADR   2016-04-06 2023-06-20
4. CSL LTD SPONSORED ADR   2022-02-22 2023-06-20
1. CSL LTD SPONSORED ADR   2022-03-01 2023-06-20
9. RECKITT BENCKISER PLC SPONSORED ADR   2022-01-13 2023-06-20
64. RECKITT BENCKISER PLC SPONSORED ADR   2021-12-31 2023-06-20
45. BRENNTAG SE ADR   2017-01-26 2023-06-21
12. BRENNTAG SE ADR   2017-06-28 2023-06-21
12. DISCO CORP UNSPONSORED ADR   2022-02-16 2023-06-21
60. DISCO CORP UNSPONSORED ADR   2022-06-21 2023-06-21
54. DISCO CORP UNSPONSORED ADR   2022-12-21 2023-06-21
82. SGS SA ADR   2022-08-09 2023-06-21
19. SMC CORP JAPAN SPONSORED ADR   2022-12-13 2023-06-22
38. MEDICAL PROPERTIES TRUST INC REIT   2021-09-22 2023-06-23
58. MEDICAL PROPERTIES TRUST INC REIT   2021-09-22 2023-06-23
23. MEDICAL PROPERTIES TRUST INC REIT   2021-10-19 2023-06-23
141. LLOYDS BANKING GROUP PLC SPONSORED ADR   2022-01-06 2023-06-26
292. LLOYDS BANKING GROUP PLC SPONSORED ADR   2022-02-02 2023-06-26
108. KEYCORP COM   2022-05-25 2023-06-28
21. KEYCORP COM   2022-11-01 2023-06-28
4. CENOVUS ENERGY INC COM   2023-04-18 2023-06-29
28. CENOVUS ENERGY INC COM   2022-11-10 2023-06-29
2. LONDON STK EXCHANGE GROUP UNSPONSORED ADR   2021-03-19 2023-06-29
15. LONDON STK EXCHANGE GROUP UNSPONSORED ADR   2021-05-14 2023-06-29
4. LONDON STK EXCHANGE GROUP UNSPONSORED ADR   2021-10-25 2023-06-29
2. ICON PLC SHS   2023-02-02 2023-06-29
1. ICON PLC SHS   2022-11-29 2023-06-29
9. CRH PLC 00   2023-01-04 2023-07-03
5. CRH PLC 00   2019-07-30 2023-07-03
21. COMPASS GROUP PLC SPONSORED ADR   2021-12-31 2023-07-03
7. SCHNEIDER ELECTRIC SA ADR   2020-05-15 2023-07-03
7. SCHNEIDER ELECTRIC SA ADR   2013-11-15 2023-07-03
1. UNILEVER PLC SPON ADR NEW   2020-07-22 2023-07-03
9. UNILEVER PLC SPON ADR NEW   2022-12-21 2023-07-03
43. AIR LIQUIDE ADR   2016-04-06 2023-07-05
26. NIKE INC CLASS B   2021-01-19 2023-07-07
10. TOKYO ELECTRON LTD ADR   2022-08-02 2023-07-07
4. AMEDISYS INC   2021-01-26 2023-07-11
25. AMEDISYS INC   2021-11-02 2023-07-11
31. CISCO SYSTEMS INC COM   2022-06-13 2023-07-11
13. CISCO SYSTEMS INC COM   2022-06-30 2023-07-11
34. KEYCORP COM   2022-06-13 2023-07-11
77. KEYCORP COM   2022-11-01 2023-07-11
3. UNITEDHEALTH GROUP INC COM   2022-12-09 2023-07-12
11. AMADEUS IT HLDG S A ADS   2021-11-10 2023-07-13
7. CRH PLC 00   2021-01-08 2023-07-13
4. ICON PLC SHS   2022-01-27 2023-07-13
1. ICON PLC SHS   2022-04-12 2023-07-13
12. LOGITECH INTL SA NAMEN AKT   2021-12-13 2023-07-13
41. CISCO SYSTEMS INC COM   2022-06-30 2023-07-14
19. GENUINE PARTS CO   2020-08-24 2023-07-14
102. KEYCORP COM   2022-06-13 2023-07-14
109. WALGREENS BOOTS ALLIANCE INC COM   2022-02-09 2023-07-14
102. WALGREENS BOOTS ALLIANCE INC COM   2022-05-19 2023-07-14
221. WALGREENS BOOTS ALLIANCE INC COM   2021-07-30 2023-07-14
60. AT&T INC   2014-01-02 2023-07-18
1. AT&T INC   2022-04-14 2023-07-18
39. AT&T INC   2022-06-30 2023-07-18
18. AT&T INC   2014-10-16 2023-07-18
81. AT&T INC   2017-10-30 2023-07-18
90. AT&T INC   2013-11-15 2023-07-18
84. ASSOCIATED BANC CORP DEP SHS REPSTG 1/40TH   2020-06-10 2023-07-18
7. SCHLUMBERGER LTD COM   2023-05-19 2023-07-18
10. SCHLUMBERGER LTD COM   2022-12-21 2023-07-18
16. CARLSBERG AS SPONSORED ADR   2022-02-15 2023-07-19
26. DEUTSCHE BOERSE AG UNSPON ADR   2020-03-30 2023-07-19
20. DEUTSCHE BOERSE AG UNSPON ADR   2020-11-05 2023-07-19
6. KUEHNE & NAGEL INTL AG ADR   2019-10-08 2023-07-19
13. PUBLICIS S A NEW SPONSORED ADR   2023-06-20 2023-07-19
5. SCHNEIDER ELECTRIC SA ADR   2022-02-03 2023-07-19
49. SVENSKA HANDELSBANKEN ADR   2022-05-05 2023-07-19
7. TRACTOR SUPPLY CO COM   2022-04-18 2023-07-20
16. COSTAR GROUP INC COM   2022-10-27 2023-07-21
15. EATON CORP PLC SHS   2022-02-09 2023-07-21
8. TRANE TECHNOLOGIES PLC SHS   2016-09-27 2023-07-21
.6644 ATLANTA BRAVES HOLDINGS INC SER C   2020-10-01 2023-07-25
24. DOLLAR GEN CORP NEW COM   2023-03-02 2023-07-25
34. DOLLAR GEN CORP NEW COM   2022-12-21 2023-07-25
4. NOVARTIS AG SPONSORED ADR   2021-11-29 2023-07-25
28. SYNOVUS FINANCIAL CORP NON CUML SER E PFD   2022-05-20 2023-07-25
2. SYNOVUS FINANCIAL CORP NON CUML SER E PFD   2019-06-25 2023-07-25
15. KOMATSU LTD SPON ADR NEW   2022-11-07 2023-07-26
28. OLYMPUS CORP ADR   2020-09-17 2023-07-26
5. TOKYO ELECTRON LTD ADR   2022-08-02 2023-07-26
13. UNION PAC CORP   2013-11-18 2023-07-27
8000. APPLE INC NOTE   2019-12-19 2023-07-28
12000. APPLE INC NOTE   2019-12-19 2023-07-28
4. EQUITY LIFESTYLE PROPERTIES REIT   2022-04-12 2023-07-28
7. EQUITY LIFESTYLE PROPERTIES REIT   2022-05-03 2023-07-28
3. EQUITY LIFESTYLE PROPERTIES REIT   2022-05-18 2023-07-28
1. ESSEX PPTY TR INC REIT   2022-05-03 2023-07-28
1. ESSEX PPTY TR INC REIT   2022-11-09 2023-07-28
5. LOGITECH INTL SA NAMEN AKT   2020-03-30 2023-07-31
11. LOGITECH INTL SA NAMEN AKT   2023-05-02 2023-07-31
6. LOGITECH INTL SA NAMEN AKT   2021-12-13 2023-07-31
7. SMITH & NEPHEW P L C SPD ADR NEW   2020-06-15 2023-08-01
9. SMITH & NEPHEW P L C SPD ADR NEW   2020-12-21 2023-08-01
4. SCHLUMBERGER LTD COM   2023-05-19 2023-08-02
6. SCHLUMBERGER LTD COM   2022-08-31 2023-08-02
.9376 LIBERTY MEDIA CORP LIBERTY LIVE SER C   2020-10-01 2023-08-08
3. RB GLOBAL INC   2021-03-29 2023-08-08
7. RB GLOBAL INC   2023-07-13 2023-08-08
1. HEINEKEN N V SPONSORED ADR L1   2021-12-29 2023-08-10
11. HEINEKEN N V SPONSORED ADR L1   2021-12-29 2023-08-10
1. SANDVIK AB ADR   2022-01-25 2023-08-10
7. SANDVIK AB ADR   2021-10-08 2023-08-10
25. SANDVIK AB ADR   2020-12-17 2023-08-10
16. TERUMO CORP ADR   2022-03-24 2023-08-10
10. NIKE INC CLASS B   2023-01-18 2023-08-15
4. NIKE INC CLASS B   2021-01-19 2023-08-15
17. NIKE INC CLASS B   2021-01-25 2023-08-15
1. NIKE INC CLASS B   2021-05-10 2023-08-15
2. JD.COM INC SPON ADR   2020-03-30 2023-08-17
19. JD.COM INC SPON ADR   2022-05-19 2023-08-17
2. JD.COM INC SPON ADR   2022-07-07 2023-08-17
6. JD.COM INC SPON ADR   2022-09-16 2023-08-17
2. ICON PLC SHS   2022-11-29 2023-08-17
2. ARISTA NETWORKS INC COM   2022-03-23 2023-08-18
6. ARISTA NETWORKS INC COM   2022-04-13 2023-08-18
65. PHILLIPS 66 COM   2013-11-18 2023-08-18
12. SANDVIK AB ADR   2021-10-08 2023-08-23
20. SCHNEIDER ELECTRIC SA ADR   2022-02-03 2023-08-23
5. SCHNEIDER ELECTRIC SA ADR   2017-07-28 2023-08-23
4. THERMO ELECTRON CORP   2021-02-01 2023-08-25
15. TORONTO DOMINION BK ONT COM NEW   2022-04-11 2023-08-25
12. AMADEUS IT HLDG S A ADS   2021-11-10 2023-08-28
2. ARKEMA-ADR   2021-09-28 2023-08-28
87. ASSOCIATED BANC CORP SUB NOTE FXD/VAR   2023-02-08 2023-08-29
3. HITACHI LTD ADR 10 COM   2022-12-07 2023-08-29
10. SCHLUMBERGER LTD COM   2022-08-31 2023-08-29
2. ALLSTATE CORP 5.10% SUB DEB 53   2014-01-03 2023-08-31
22. ALLSTATE CORP 5.10% SUB DEB 53   2016-05-20 2023-08-31
14. ALLSTATE CORP 5.10% SUB DEB 53   2013-11-15 2023-08-31
29. AMEDISYS INC   2019-05-29 2023-08-31
1. AMEDISYS INC   2021-11-02 2023-08-31
1. BROADCOM INC COM   2013-11-15 2023-08-31
4. WEST PHARMACEUTICAL SVSC INC COM   2023-02-02 2023-08-31
8. TOKYO ELECTRON LTD ADR   2022-12-14 2023-09-01
41. WALGREENS BOOTS ALLIANCE INC COM   2022-01-20 2023-09-01
46. WALGREENS BOOTS ALLIANCE INC COM   2022-02-11 2023-09-01
22. WALGREENS BOOTS ALLIANCE INC COM   2021-11-04 2023-09-01
16. CRH PLC 00   2019-07-30 2023-09-06
2. CRH PLC 00   2018-10-11 2023-09-06
16. TJX COMPANIES INC NEW COM   2021-02-22 2023-09-07
3. TJX COMPANIES INC NEW COM   2021-09-14 2023-09-07
9. TRANE TECHNOLOGIES PLC SHS   2016-09-27 2023-09-07
107. TECHNOPRO HLDGS INC SPONSORED ADS   2022-01-13 2023-09-08
23. TECHNOPRO HLDGS INC SPONSORED ADS   2019-04-15 2023-09-08
106. TECHNOPRO HLDGS INC SPONSORED ADS   2021-08-18 2023-09-08
21. BLACK KNIGHT INC XXX SUBMITTED FOR STOCK   2021-07-01 2023-09-11
44. BLACK KNIGHT INC XXX SUBMITTED FOR STOCK   2021-09-22 2023-09-11
7. BROADCOM INC COM   2018-09-12 2023-09-11
.7505 INTERCONTINENTAL EXCHANGE IN COM   2023-09-11 2023-09-11
43. WALGREENS BOOTS ALLIANCE INC COM   2022-03-14 2023-09-11
58. WALGREENS BOOTS ALLIANCE INC COM   2023-04-05 2023-09-11
1. WALGREENS BOOTS ALLIANCE INC COM   2022-04-27 2023-09-11
63. WALGREENS BOOTS ALLIANCE INC COM   2021-11-04 2023-09-11
99. BLACK KNIGHT INC XXX SUBMITTED FOR ELECTION   2021-07-01 2023-09-12
30.234 BLACK KNIGHT INC XXX SUBMITTED FOR ELECTION   2016-08-04 2023-09-12
10.766 BLACK KNIGHT INC XXX SUBMITTED FOR ELECTION   2016-10-12 2023-09-12
24. CARLSBERG AS SPONSORED ADR   2022-02-15 2023-09-12
7. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2014-01-03 2023-09-14
18. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2015-01-14 2023-09-14
17. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2015-01-15 2023-09-14
13. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2015-01-15 2023-09-14
29. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2016-02-11 2023-09-14
33. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2016-03-04 2023-09-14
32. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2014-04-03 2023-09-14
66. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2014-04-16 2023-09-14
38. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2014-05-14 2023-09-14
1. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2015-06-02 2023-09-14
18. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2015-11-09 2023-09-14
45. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2013-11-15 2023-09-14
21. GOLDMAN SACHS GROUP INC DEP REPSTG 1/1000TH PFD   2014-11-17 2023-09-14
35. WELLS FARGO & COMPANY DEP SHS 1/1000TH INT   2014-01-03 2023-09-15
167. WELLS FARGO & COMPANY DEP SHS 1/1000TH INT   2013-11-15 2023-09-15
8. MTU AERO ENGINES AG UNSPONSORD ADR   2023-01-20 2023-09-21
8. AMADEUS IT HLDG S A ADS   2021-11-10 2023-09-26
6. CARLSBERG AS SPONSORED ADR   2022-02-15 2023-09-26
23. CARLSBERG AS SPONSORED ADR   2022-04-07 2023-09-26
4. CARLSBERG AS SPONSORED ADR   2013-11-15 2023-09-26
22. SANDVIK AB ADR   2020-07-13 2023-09-26
3. SANDVIK AB ADR   2021-10-08 2023-09-26
5. CUBESMART COM   2020-01-07 2023-09-28
2. CUBESMART COM   2022-10-12 2023-09-28
59. CUBESMART COM   2013-12-10 2023-09-28
2. EQUITY LIFESTYLE PROPERTIES REIT   2023-01-23 2023-09-28
6. EQUITY LIFESTYLE PROPERTIES REIT   2022-05-18 2023-09-28
23. EQUITY LIFESTYLE PROPERTIES REIT   2022-07-27 2023-09-28
5. FIRST INDUST REALTY TR INC REIT   2022-01-21 2023-09-28
1. FIRST INDUST REALTY TR INC REIT   2021-06-25 2023-09-28
14. FIRST INDUST REALTY TR INC REIT   2021-06-25 2023-09-28
12. FIRST INDUST REALTY TR INC REIT   2021-07-21 2023-09-28
1. FIRST INDUST REALTY TR INC REIT   2021-11-09 2023-09-28
63. GENUINE PARTS CO   2020-08-24 2023-09-28
10. INTERCONTINENTAL EXCHANGE IN COM   2023-09-11 2023-09-28
31. INTERCONTINENTAL EXCHANGE IN COM   2023-09-11 2023-09-28
29. UNITED PARCEL SERVICE CL B   2022-06-14 2023-09-28
16. VERISK ANALYTICS INC COM   2014-05-12 2023-09-28
22. CENOVUS ENERGY INC COM   2023-04-18 2023-09-29
19. CENOVUS ENERGY INC COM   2022-08-10 2023-09-29
12. TOKYO ELECTRON LTD ADR   2022-11-22 2023-09-29
1. TOKYO ELECTRON LTD ADR   2022-12-14 2023-09-29
6. EMCOR GROUP INC COM   2023-09-29 2023-10-02
10. EMCOR GROUP INC COM   2016-10-31 2023-10-02
9. GRUPO AEROPORTUARIO DEL PACIFICO S A B DE C V   2020-03-30 2023-10-03
1. DBS GROUP HLDGS LTD SPONSORED ADR   2018-10-23 2023-10-04
9. DBS GROUP HLDGS LTD SPONSORED ADR   2017-12-18 2023-10-04
33. BRENNTAG SE ADR   2017-06-28 2023-10-05
4. BRENNTAG SE ADR   2017-10-20 2023-10-05
97. CMS ENERGY CORP COM   2022-03-11 2023-10-06
80. MERCK & CO INC COM   2020-02-25 2023-10-06
.4 SANDOZ GROUP AG   2013-11-15 2023-10-09
52. CENOVUS ENERGY INC COM   2022-07-21 2023-10-10
38. CENOVUS ENERGY INC COM   2022-08-10 2023-10-10
51. INFOSYS LTD SPONSORED ADR   2020-05-13 2023-10-10
16. INFOSYS LTD SPONSORED ADR   2020-05-20 2023-10-10
5. THERMO ELECTRON CORP   2021-02-01 2023-10-10
7. THERMO ELECTRON CORP   2021-02-24 2023-10-10
43. INTERNATIONAL FLAVORS&FRAGRA COM   2019-11-22 2023-10-12
7. AGILENT TECHNOLOGIES INC   2014-02-05 2023-10-16
4. AGILENT TECHNOLOGIES INC   2023-09-29 2023-10-16
12. AIR LEASE CORP CL A   2018-07-02 2023-10-16
8. AIR LEASE CORP CL A   2018-09-26 2023-10-16
9. AIR LEASE CORP CL A   2018-09-26 2023-10-16
1. ALBEMARLE CORP COM   2014-05-15 2023-10-16
3. ALBEMARLE CORP COM   2023-09-29 2023-10-16
10. ALEXANDRIA REAL ESTATE EQ INC REIT   2023-01-23 2023-10-16
5. ALEXANDRIA REAL ESTATE EQ INC REIT   2023-01-23 2023-10-16
4. BECTON DICKINSON   2023-09-29 2023-10-16
1. BECTON DICKINSON   2015-12-08 2023-10-16
7. CBRE GROUP INC CL A   2016-03-07 2023-10-16
8. CBRE GROUP INC CL A   2023-09-29 2023-10-16
2. EMCOR GROUP INC COM   2016-01-21 2023-10-16
5. EMCOR GROUP INC COM   2016-06-10 2023-10-16
1. EMCOR GROUP INC COM   2016-10-31 2023-10-16
1. EQUINIX INC COM   2018-09-28 2023-10-16
1. EQUINIX INC COM   2023-09-29 2023-10-16
8. EURONET WORLDWIDE INC COM   2020-06-30 2023-10-16
9. EURONET WORLDWIDE INC COM   2020-06-30 2023-10-16
8. FIDELITY NATIONAL FINANCIAL FNF GROUP COM   2023-09-29 2023-10-16
22. FIDELITY NATIONAL FINANCIAL FNF GROUP COM   2023-10-02 2023-10-16
4. FORTREA HOLDINGS INC   2016-09-02 2023-10-16
9. INTERCONTINENTAL EXCHANGE IN COM   2023-06-13 2023-10-16
1. INTERCONTINENTAL EXCHANGE IN COM   2023-09-11 2023-10-16
1. INTERCONTINENTAL EXCHANGE IN COM   2023-09-29 2023-10-16
1. INTERCONTINENTAL EXCHANGE IN COM   2023-09-29 2023-10-16
3. JACOBS SOLUTIONS INC COM   2017-06-06 2023-10-16
8. JACOBS SOLUTIONS INC COM   2023-09-29 2023-10-16
5. KEYSIGHT TECHNOLOGIES INC COM   2023-09-29 2023-10-16
5. KEYSIGHT TECHNOLOGIES INC COM   2014-11-05 2023-10-16
3. LABORATORY CORP AMER HLDGS COM NEW   2016-09-02 2023-10-16
3. LABORATORY CORP AMER HLDGS COM NEW   2023-09-29 2023-10-16
7. LIBERTY MEDIA CORP ONE C LIBERTY FORMULA ONE   2023-09-29 2023-10-16
3. LIBERTY MEDIA CORP ONE C LIBERTY FORMULA ONE   2020-10-01 2023-10-16
3. MID-AMER APT CMNTYS INC REIT   2017-04-27 2023-10-16
4. MID-AMER APT CMNTYS INC REIT   2023-09-29 2023-10-16
2. MOHAWK INDS INC   2014-05-28 2023-10-16
2. MOHAWK INDS INC   2014-05-28 2023-10-16
5. OCCIDENTAL PETE DELAWARE   2023-03-23 2023-10-16
18. OCCIDENTAL PETE DELAWARE   2023-09-29 2023-10-16
2. PVH CORPORATION COM   2015-01-22 2023-10-16
3. PVH CORPORATION COM   2015-01-22 2023-10-16
2. PVH CORPORATION COM   2013-11-14 2023-10-16
1. ROPER TECHNOLOGIES INC COM   2023-09-29 2023-10-16
7. ROSS STORES INC COM   2023-09-29 2023-10-16
7. ROSS STORES INC COM   2013-11-14 2023-10-16
2. SBA COMMUNICATIONS CORP NEW CL A   2021-03-30 2023-10-16
1. SBA COMMUNICATIONS CORP NEW CL A   2021-03-30 2023-10-16
8. SEI INVESTMENTS CO   2023-09-29 2023-10-16
5. SEI INVESTMENTS CO   2013-11-14 2023-10-16
11. VIRTU FINL INC CL A   2021-06-17 2023-10-16
50. VIRTU FINL INC CL A   2021-06-17 2023-10-16
7. WABTEC COM   2023-09-29 2023-10-16
6. WABTEC COM   2023-10-02 2023-10-16
12. BANK OF NT BUTTERFIELD&SON L SHS NEW   2019-09-24 2023-10-16
6. BANK OF NT BUTTERFIELD&SON L SHS NEW   2019-09-24 2023-10-16
27. GENPACT LIMITED SHS   2023-06-13 2023-10-16
13. GENPACT LIMITED SHS   2023-06-13 2023-10-16
6. AMGEN INC COM   2023-04-05 2023-10-17
1. AMGEN INC COM   2023-04-14 2023-10-17
30. FASTENAL CO   2013-11-14 2023-10-17
25. RB GLOBAL INC   2021-01-26 2023-10-17
3. SANOFI SPONSORED ADR   2023-01-09 2023-10-17
37. SANOFI SPONSORED ADR   2023-05-12 2023-10-17
28. JD.COM INC SPON ADR   2020-03-30 2023-10-18
10. JD.COM INC SPON ADR   2023-06-20 2023-10-18
1. SCHLUMBERGER LTD COM   2022-08-02 2023-10-18
12. SCHLUMBERGER LTD COM   2022-09-21 2023-10-18
122. DEFINITIVE HEALTHCARE CORP CLASS A COM   2022-04-28 2023-10-19
15. ORTHOPEDIATRICS CORP   2020-06-18 2023-10-19
49. ORTHOPEDIATRICS CORP   2019-12-11 2023-10-19
3. EQUITY LIFESTYLE PROPERTIES REIT   2023-01-23 2023-10-20
5. EQUITY LIFESTYLE PROPERTIES REIT   2020-03-20 2023-10-20
7. EQUITY LIFESTYLE PROPERTIES REIT   2020-04-13 2023-10-20
8. EQUITY LIFESTYLE PROPERTIES REIT   2017-09-22 2023-10-20
32. EQUITY LIFESTYLE PROPERTIES REIT   2016-11-28 2023-10-20
8. AMADEUS IT HLDG S A ADS   2023-04-20 2023-10-25
1. AMADEUS IT HLDG S A ADS   2021-11-10 2023-10-25
43. BEIERSDORF AG UNSPON ADR   2020-03-11 2023-10-25
3. BEIERSDORF AG UNSPON ADR   2019-04-30 2023-10-25
5. BEIERSDORF AG UNSPON ADR   2019-05-02 2023-10-25
7. BEIERSDORF AG UNSPON ADR   2019-05-07 2023-10-25
4. BEIERSDORF AG UNSPON ADR   2019-05-10 2023-10-25
3. BEIERSDORF AG UNSPON ADR   2019-05-13 2023-10-25
9. BEIERSDORF AG UNSPON ADR   2022-12-09 2023-10-25
29. BRENNTAG SE ADR   2017-10-20 2023-10-25
1. KUEHNE & NAGEL INTL AG ADR   2019-10-08 2023-10-25
4. NOVO NORDISK A S ADR   2023-07-19 2023-10-25
13. SANDVIK AB ADR   2020-07-13 2023-10-25
7. SCHNEIDER ELECTRIC SA ADR   2017-07-28 2023-10-25
9. LASERTEC CORP ADS   2023-06-21 2023-10-26
16. LASERTEC CORP ADS   2023-09-01 2023-10-26
16. TOKYO ELECTRON LTD ADR   2022-08-30 2023-10-26
6. TOKYO ELECTRON LTD ADR   2022-11-22 2023-10-26
9. TOKYO ELECTRON LTD ADR   2022-12-21 2023-10-26
15. INTERNATIONAL FLAVORS&FRAGRA COM   2020-05-21 2023-10-30
50. INTERNATIONAL FLAVORS&FRAGRA COM   2023-07-25 2023-10-30
19. INTERNATIONAL FLAVORS&FRAGRA COM   2020-09-10 2023-10-30
66. OLYMPUS CORP ADR   2020-09-17 2023-10-30
29. ALARM COM HLDGS INC COM   2019-07-22 2023-10-31
33. IAC INTERACTIVE CORP   2020-07-28 2023-10-31
9. YUM CHINA HLDGS INC COM   2023-06-09 2023-11-02
13. AIA GROUP LTD SPONSORED ADR   2023-05-02 2023-11-06
11. CHINA RES BEER HLDGS CO LTD SPONSORED ADR   2022-01-18 2023-11-06
7. CHINA RES BEER HLDGS CO LTD SPONSORED ADR   2022-02-11 2023-11-06
11. CHINA MENGNIU DAIRY CO LTD UNSPONSORD ADR   2021-05-17 2023-11-06
29. KUEHNE & NAGEL INTL AG ADR   2019-10-08 2023-11-08
11. TOTAL S A SPONSORED ADR   2023-08-02 2023-11-08
31. TECHNIPFMC PLC COM   2023-05-22 2023-11-08
8. FIVE BELOW INC COM   2023-09-28 2023-11-09
11. GODADDY INC CL A   2019-09-11 2023-11-09
3. GODADDY INC CL A   2017-11-08 2023-11-09
35. ROLLINS INC COM   2013-11-14 2023-11-09
1. ICON PLC SHS   2022-04-12 2023-11-09
1. ASML HOLDING N V N Y REGISTRY SHS   2022-04-20 2023-11-09
7. TRACTOR SUPPLY CO COM   2022-04-18 2023-11-10
7. TRACTOR SUPPLY CO COM   2022-05-17 2023-11-10
6. TRACTOR SUPPLY CO COM   2022-06-21 2023-11-10
10. TRACTOR SUPPLY CO COM   2022-08-10 2023-11-10
5. CRH PLC   2021-01-08 2023-11-13
51. BRENNTAG SE ADR   2019-05-08 2023-11-14
14. BRENNTAG SE ADR   2017-10-20 2023-11-14
28. CITIGROUP INC DEP SHS RP PFD K Q   2014-01-03 2023-11-15
40. CITIGROUP INC DEP SHS RP PFD K Q   2015-01-15 2023-11-15
27. CITIGROUP INC DEP SHS RP PFD K Q   2014-09-30 2023-11-15
1. CITIGROUP INC DEP SHS RP PFD K Q   2015-10-08 2023-11-15
39. CITIGROUP INC DEP SHS RP PFD K Q   2014-11-04 2023-11-15
81. CITIGROUP INC DEP SHS RP PFD K Q   2013-11-15 2023-11-15
37. CITIGROUP INC DEP SHS RP PFD K Q   2022-11-23 2023-11-15
29. CITIGROUP INC DEP SHS RP PFD K Q   2018-12-12 2023-11-15
37. CUBESMART COM   2013-12-10 2023-11-15
18. EQUITY LIFESTYLE PROPERTIES REIT   2016-11-28 2023-11-15
38. OLYMPUS CORP ADR   2021-02-03 2023-11-15
17. OLYMPUS CORP ADR   2020-09-17 2023-11-15
43. OLYMPUS CORP ADR   2022-09-29 2023-11-15
144. PORTLAND GEN ELEC CO COM NEW   2020-08-21 2023-11-16
47. PORTLAND GEN ELEC CO COM NEW   2020-11-11 2023-11-16
9. AMGEN INC COM   2023-03-30 2023-11-17
6. AMGEN INC COM   2023-04-14 2023-11-17
37. CARDINAL HEALTH INC   2020-03-02 2023-11-17
62. CARDINAL HEALTH INC   2023-03-16 2023-11-17
4. SHELL PLC SPON ADS   2023-01-20 2023-11-17
9. SHELL PLC SPON ADS   2022-06-08 2023-11-17
41. UNILEVER PLC SPON ADR NEW   2022-04-04 2023-11-17
39. UNILEVER PLC SPON ADR NEW   2023-04-05 2023-11-17
2. NOVARTIS AG SPONSORED ADR   2020-03-27 2023-11-21
14. NOVARTIS AG SPONSORED ADR   2021-11-29 2023-11-21
6. TOTAL S A SPONSORED ADR   2023-06-29 2023-11-21
2. TOTAL S A SPONSORED ADR   2023-08-02 2023-11-21
2. CRH PLC   2020-05-12 2023-11-21
10. CRH PLC   2018-10-11 2023-11-21
2. AIA GROUP LTD SPONSORED ADR   2022-03-22 2023-11-27
1. AUTOLIV INC COM   2021-07-16 2023-11-27
1. BAE SYS PLC SPONSORED ADR   2023-06-20 2023-11-27
2. BUNZL PUB LTD CO SPON ADR NEW   2013-11-15 2023-11-27
1. CAP GEMINI SA ADR   2023-11-21 2023-11-27
2. COMPASS GROUP PLC SPONSORED ADR   2021-12-31 2023-11-27
8. DBS GROUP HLDGS LTD SPONSORED ADR   2018-10-23 2023-11-27
6. DBS GROUP HLDGS LTD SPONSORED ADR   2018-12-12 2023-11-27
2. DEUTSCHE BOERSE AG UNSPON ADR   2022-03-23 2023-11-27
3. DEUTSCHE TELEKOM AG SPONSORED ADR   2023-03-24 2023-11-27
3. EBARA CORP ADR   2023-06-21 2023-11-27
5. FUJITSU LIMITED ADR 5 COM   2021-12-21 2023-11-27
1. HEINEKEN N V SPONSORED ADR L1   2017-10-20 2023-11-27
3. HELLOFRESH SE ADS   2021-12-21 2023-11-27
1. HITACHI LTD ADR 10 COM   2022-12-07 2023-11-27
1. IMCD N V ADR   2023-07-13 2023-11-27
3. ING GROEP N.V. ADR   2023-07-13 2023-11-27
3. KDDI CORP ADR   2023-01-24 2023-11-27
1. KERRY GROUP PLC SPON ADR   2018-09-18 2023-11-27
1. KOITO MFG CO LTD ADR   2022-02-22 2023-11-27
7. LONDON STK EXCHANGE GROUP UNSPONSORED ADR   2021-03-19 2023-11-27
1. NOMURA RESEARCH INSTITUTE LT ADR NEW   2023-04-25 2023-11-27
5. NORDEA BK ABP MED TERM NTS SPONSORED ADS   2021-03-09 2023-11-27
2. PRUDENTIAL PLC ADR   2014-12-11 2023-11-27
18. RELX PLC SPONSORED ADR   2020-10-29 2023-11-27
2. RENESAS ELECTRONICS CORP UNSPONSORD ADR   2023-05-31 2023-11-27
7. SHELL PLC SPON ADS   2023-01-20 2023-11-27
2. SMC CORP JAPAN SPONSORED ADR   2022-02-09 2023-11-27
20. SCHLUMBERGER LTD COM   2022-08-02 2023-11-27
1. SCHNEIDER ELECTRIC SA ADR   2013-11-15 2023-11-27
7. SHENZHOU INTL GROUP HOLDINGS LTD ADR   2021-08-19 2023-11-27
5. SHIN ETSU CHEM CO LTD ADR   2023-06-21 2023-11-27
1. SONY CORP ADR NEW   2021-11-30 2023-11-27
1. TECHTRONIC INDS LTD SPONSORED ADR   2017-01-05 2023-11-27
1. TELEPERFORMANCE SA UNSPONSORD ADR   2022-07-13 2023-11-27
1. UNILEVER PLC SPON ADR NEW   2022-12-21 2023-11-27
26. TECHNIPFMC PLC COM   2023-04-24 2023-11-27
29. BUNZL PUB LTD CO SPON ADR NEW   2013-11-15 2023-11-28
9. ABBOTT LABS   2021-09-16 2023-11-29
6. AMERICAN EXPRESS CO   2019-08-14 2023-11-29
4. AMERICAN TOWER CORP NEW COM REIT   2023-09-07 2023-11-29
1. BROADCOM INC COM   2021-06-10 2023-11-29
8. J P MORGAN CHASE & CO   2021-12-14 2023-11-29
3. MARSH & MCLENNAN   2014-07-28 2023-11-29
2. MASTERCARD INCORPORATED CL A   2022-02-23 2023-11-29
2. MICROSOFT CORP   2021-09-14 2023-11-29
2. MOTOROLA SOLUTIONS INC COM NEW   2020-06-18 2023-11-29
2. MOTOROLA SOLUTIONS INC COM NEW   2020-10-12 2023-11-29
12. NEXTERA ENERGY INC COM   2022-05-10 2023-11-29
5. PACKAGING CORP OF AMERICA   2013-11-18 2023-11-29
7. PROLOGIS INC COM REIT   2022-09-22 2023-11-29
1. S&P GLOBAL INC COM   2023-06-13 2023-11-29
11. SCHWAB CHARLES CORP NEW   2022-05-26 2023-11-29
3. TEXAS INSTRUMENTS   2018-03-02 2023-11-29
1. TEXAS INSTRUMENTS   2018-04-17 2023-11-29
1. UNITEDHEALTH GROUP INC COM   2013-11-18 2023-11-29
5. ACCENTURE PLC IRELAND SHS CLASS A   2013-11-18 2023-11-29
3. EATON CORP PLC SHS   2022-02-09 2023-11-29
4. LINDE PLC NEW   2017-03-07 2023-11-29
15. AT&T INC 5.625% NT 67   2018-07-26 2023-11-30
18. AT&T INC 5 DEP RP PFD A   2019-12-06 2023-11-30
23. AT&T INC DEP SHS PFD C   2020-02-19 2023-11-30
14. AFFILIATED MANAGERS GROUP IN JR SUB NT 60   2020-09-18 2023-11-30
11. AFFILIATED MANAGERS GROUP IN 5.875 NT SB 59   2019-03-25 2023-11-30
6. ALGONQUIN PWR UTILS CORP SUB NT A 19   2019-05-17 2023-11-30
15. ALLSTATE CORP 4.75 DP PFD I   2020-03-11 2023-11-30
19. ALLSTATE CORP DP SHS PFD H   2022-01-04 2023-11-30
8. AMERICAN FINL GROUP INC OHIO 5.875 SB NT 59   2019-03-12 2023-11-30
4. AMERICAN FIANCIAL GROUP SUB DEBENTURE 4.5   2023-04-13 2023-11-30
3. AMERICAN FINL GROUP INC OHIO 5.125% SB DEB 59   2020-03-03 2023-11-30
9. ARCH CAP GROUP LTD NON CUM PFD F Q   2017-11-29 2023-11-30
12. BANK AMER CORP DEP SHS PFD HH   2020-03-25 2023-11-30
14. BANK AMER CORP DP SHS PFD KK   2020-03-02 2023-11-30
2. BANK AMER CORP DEP SHS PFD LL   2020-03-02 2023-11-30
14. BANK AMER CORP DEP SHS PFD LL   2019-09-13 2023-11-30
12. BK OF AMERICA CORP DP SH NCUM NN   2020-10-28 2023-11-30
12. BK OF AMERICA CORP 4.125% DP PFD PP   2021-01-22 2023-11-30
9. BK OF AMERICA CORP 4.250% DP PFD QQ   2021-10-20 2023-11-30
6. BK OF AMERICA CORP 4.750% DP PFD SS   2022-01-28 2023-11-30
16. BERKLEY W R CORP CAL SUB DEB 59   2019-12-10 2023-11-30
11. BERKLEY W R CORP 4.125 % SUB 61   2023-04-13 2023-11-30
6. BERKLEY W R CORP 4.25% NT 60   2020-09-17 2023-11-30
14. CMS ENERGY CORP 4.200% DEP PFD C   2021-06-25 2023-11-30
5. CMS ENERGY CORP 5.6% JRSUB NT 78   2018-03-06 2023-11-30
21. CAPITAL ONE FINL CORP 4.80% DP PFD J   2020-01-29 2023-11-30
15. CAPITAL ONE FINL CORP DP SHS PFD I   2020-03-02 2023-11-30
2. CAPITAL ONE FINL CORP DP SHS PFD I   2019-09-05 2023-11-30
6. CAPITAL ONE FINL CORP DP SHS PFD I   2019-12-20 2023-11-30
6. CITIGROUP INC DEP SHS 1/1000 J PFD Q   2014-05-23 2023-11-30
7. CITIGROUP INC DEP SHS 1/1000 J PFD Q   2016-12-27 2023-11-30
8. CITIZENS FINL GROUP INC DP SHS PFD D   2019-01-23 2023-11-30
14. CITIZENS FINL GROUP INC DP RP PFD E   2021-02-16 2023-11-30
6. CITIZENS FINL GROUP INC DP RP PFD E   2020-03-02 2023-11-30
10. DTE ENERGY CO CAL DEB 81   2021-11-16 2023-11-30
3. DTE ENERGY CO 4.375% SUB NT 80   2020-09-23 2023-11-30
4. DTE ENERGY CO JR SUB DB-E 77   2017-11-14 2023-11-30
12. DIGITAL RLTY TR INC 5.2 PFD SER L   2019-10-14 2023-11-30
9. DUKE ENERGY CORP NEW 5.625% JR SB DB   2018-09-13 2023-11-30
17. DUKE ENERGY CORP NEW DP REP PFD A   2020-02-27 2023-11-30
3. ENTERGY ARK INC 1M BD 4.875%66   2016-08-25 2023-11-30
11. ENTERGY MISS INC 1M BD 66   2016-09-22 2023-11-30
3. ENTERGY LA LLC COLLATERAL TR MT   2016-08-12 2023-11-30
4. EQUITABLE HLDGS INC 5.25% DPRP PFD A   2021-02-11 2023-11-30
7. EQUITABLE HLDGS INC 4.300% DEP PFD C   2021-01-06 2023-11-30
7. FEDERAL RLTY INVT TR NEW 5% CUM PFD C   2017-09-27 2023-11-30
7. FIFTH THIRD BANCORP DEP 1/1000 PFD Q   2017-10-16 2023-11-30
8. FIRST HORIZON CORPORATION 4.70% DEP PFD F   2021-05-12 2023-11-30
13. GEORGIA PWR CO JR SUB NT 77   2017-09-21 2023-11-30
8. GLOBE LIFE INC JR SUB DEB 61   2021-06-10 2023-11-30
8. GOLDMAN SACHS GROUP INC DEP 1/1000 SER K   2022-02-17 2023-11-30
3. GOLDMAN SACHS GROUP INC DEP 1/1000 SER K   2015-07-31 2023-11-30
12. HARTFORD FINL SVCS GROUP INC 6.0 DPSHS PFD G   2020-03-03 2023-11-30
5. HUNTINGTON BANCSHARES INC 6.875% DEP PFD J   2023-02-28 2023-11-30
2000. JPMORGAN CHASE & CO NOTE 3.625% 5/13/24   2016-09-23 2023-11-30
15. JPMORGAN CHASE & CO 4.20% DP PFD MM   2021-08-10 2023-11-30
19. JPMORGAN CHASE & CO 4.625 DEP PFD LL   2022-01-26 2023-11-30
15. JPMORGAN CHASE & CO 4.55 DEP PFD JJ   2021-03-11 2023-11-30
12. JPMORGAN CHASE AND CO DP REP PFD GG   2019-12-20 2023-11-30
19. JPMORGAN CHASE AND CO 6% NON CM PFD EE   2020-03-03 2023-11-30
16. JPMORGAN CHASE 5.75% SHS PFD DD   2020-03-25 2023-11-30
13. KEYCORP NEW DP SHS1/40 E   2018-09-13 2023-11-30
13. KEYCORP 6.2% DP SH PFD H   2022-08-18 2023-11-30
11. KEYCORP NEW DP SHS PFD G   2019-04-23 2023-11-30
8. KEYCORP NEW DEP SHS PFD F   2018-07-25 2023-11-30
11. KIMCO RLTY CORP DEP SHS 1/1000 M   2017-12-12 2023-11-30
13. KIMCO RLTY CORP DEP PFD 1/1000   2017-08-08 2023-11-30
11. M & T BK CORP FIX TO FLT PFD H   2016-10-25 2023-11-30
12. METLIFE INC DEP REP PFD E   2022-04-05 2023-11-30
11. MORGAN STANLEY 4.000% PFD SER A Q   2013-11-15 2023-11-30
7. MORGAN STANLEY DEP FIX/FLT   2022-04-27 2023-11-30
12. MORGAN STANLEY DEP SHS 1/1000 E   2015-08-27 2023-11-30
12. MORGAN STANLEY SH NONCM PFD K Q   2017-01-25 2023-11-30
17. MORGAN STANLEY 4.875 DP RP SR L   2021-11-16 2023-11-30
4. MORGAN STANLEY 6.5% DP SH PFD P   2022-07-29 2023-11-30
7. MORGAN STANLEY 4.250% DP PFD O   2021-10-19 2023-11-30
11. MORGAN STANLEY DEP SHS 1/1000TH Q   2014-07-17 2023-11-30
7. NEW YORK CMNTY BANCORP INC SHS PFD A Q   2020-02-28 2023-11-30
14. NEW YORK CMNTY BANCORP INC SHS PFD A Q   2018-04-30 2023-11-30
3. NEXTERA ENERGY CAP HLDGS INC NT NEE 79   2022-02-17 2023-11-30
21. NEXTERA ENERGY CAP HLDGS INC NT NEE 79   2019-03-13 2023-11-30
18. NORTHERN TR CORP DP RP PFD E   2019-10-30 2023-11-30
12. PRUDENTIAL FINL INC NT LKD 58   2022-02-16 2023-11-30
12. PRUDENTIAL FINL INC CAL NT 62   2022-08-10 2023-11-30
18. PRUDENTIAL FINL INC NT CAL 60   2021-01-21 2023-11-30
5. PRUDENTIAL FINL INC NT CAL 60   2020-08-19 2023-11-30
17. PUBLIC STORAGE 4% DEP PFD SHS R   2021-11-10 2023-11-30
12. PUBLIC STORAGE 4% DEP SHS PFD P   2021-06-08 2023-11-30
7. PUBLIC STORAGE 3.900% DEP PFD O   2021-11-16 2023-11-30
7. PUBLIC STORAGE 4.625 DEP PFD L   2020-06-11 2023-11-30
5. PUBLIC STORAGE 4.75 DP PFD K   2019-12-20 2023-11-30
5. PUBLIC STORAGE 4.875 DPRP PFD I   2019-09-09 2023-11-30
5. PUBLIC STORAGE DP SHS RP PFD H   2019-03-04 2023-11-30
8. PUBLIC STORAGE D SHS RP PFD G HYB   2017-08-01 2023-11-30
4. PUBLIC STORAGE PFD SHS F 5.15% HYB   2017-07-11 2023-11-30
13. REGIONS FINL CORP NEW DEP SHS PFD B   2018-07-30 2023-11-30
7. REGIONS FINL CORP NEW DP SHS PFD C   2019-04-24 2023-11-30
8. REGIONS FINANCIAL CORP NEW DEP SH PFD SER E   2021-04-28 2023-11-30
8. REINSURANCE GRP OF AMERICA I NT CAL 52   2022-09-22 2023-11-30
5. RENAISSANCERE HLDGS LTD DPSHS RP PFD F   2018-06-13 2023-11-30
1. SCHWAB CHARLES CORP NEW DEP SHS 1/40 PFD Q   2018-01-29 2023-11-30
12. SCHWAB CHARLES CORP NEW DEP SHS 1/40 PFD Q   2017-03-30 2023-11-30
9. SOUTHERN CO JR SUB2017B 77   2017-11-20 2023-11-30
11. SOUTHERN CO NT 4.95% 80   2023-04-11 2023-11-30
10. STATE STR CORP DEP SHS 1/4000 D   2014-10-23 2023-11-30
5. STATE STR CORP DEP SHS PFD G Q   2017-09-07 2023-11-30
12. STATE STR CORP DEP SHS PFD G Q   2017-12-28 2023-11-30
11. STIFEL FINL CORP NT 47   2017-09-28 2023-11-30
3. STIFEL FINL CORP DEP RP SHS PFD C   2021-11-16 2023-11-30
3. TRUIST FINL CORP DP SH RP PFD R   2022-01-26 2023-11-30
30. TRUIST FINL CORP DP SH RP PFD R   2021-02-12 2023-11-30
18. TRUIST FINL CORP 5.25 DP SH PF O   2022-02-17 2023-11-30
4. US BANCORP 3.500% PFD SER B* Q   2013-11-15 2023-11-30
16. US BANCORP DEL 4.50% DEP PFD O   2022-02-03 2023-11-30
23. US BANCORP DEL 4% DEP PFD SER M   2021-01-27 2023-11-30
16. US BANCORP DEL DEP PER PFD SR L   2020-10-21 2023-11-30
15. US BANCORP DEL DEP PERP PFD K   2020-03-02 2023-11-30
2000. UNITED STATES TREAS NTS NOTE 2.750% 2/15/28   2019-03-14 2023-11-30
2000. UNITED STATES TREAS NTS NOTE 2.625% 2/15/29   2019-03-28 2023-11-30
3000. U S TREASURY NOTE   2020-02-14 2023-11-30
6000. U S TREASURY NOTE INFLAT INX 0.125% DUE 10/15/25   2021-08-31 2023-11-30
3000. 1.125% DUE 10/31/26   2021-12-30 2023-11-30
5000. VERIZON COMMUNICATIONS INC NOTE 2.625% 8/15/26   2017-12-20 2023-11-30
12. VOYA FINL INC 5.35% DP PFD B   2019-06-12 2023-11-30
7. WEBSTER FINL CORP CONN DEP SHS RP PFD F Q   2017-12-07 2023-11-30
2. WELLS FARGO & CO NEW DEP 1/1000 PFD A Q   2016-02-25 2023-11-30
1. WELLS FARGO & CO NEW DEP 1/1000 PFD A Q   2014-07-07 2023-11-30
18. WELLS FARGO & CO NEW DEP 1/1000 PFD A Q   2014-10-22 2023-11-30
13. WELLS FARGO CO NEW DEP SH PFD CL A   2023-04-13 2023-11-30
15. WELLS FARGO & CO NEW DP PFD A SR Z   2020-01-16 2023-11-30
6. WELLS FARGO & CO NEW NON CUM PFD Y   2017-04-18 2023-11-30
16. RENAISSANCERE HLDGS LTD 4.20% DEP PFD G   2021-07-08 2023-11-30
2. WOLTERS KLUWER N V SPONSORED ADR   2016-07-11 2023-12-01
1. WOLTERS KLUWER N V SPONSORED ADR   2016-07-12 2023-12-01
1. LINDE PLC NEW   2023-07-19 2023-12-01
4. EXTRA SPACE STORAGE INC REIT   2022-05-18 2023-12-05
3. LULULEMON ATHLETICA INC COM   2023-01-05 2023-12-11
35. CARLSBERG AS SPONSORED ADR   2015-01-22 2023-12-12
31. CARLSBERG AS SPONSORED ADR   2014-08-28 2023-12-12
8. CARLSBERG AS SPONSORED ADR   2013-11-15 2023-12-12
4. MTU AERO ENGINES AG UNSPONSORD ADR   2023-02-15 2023-12-12
3. MTU AERO ENGINES AG UNSPONSORD ADR   2023-03-20 2023-12-12
6. MTU AERO ENGINES AG UNSPONSORD ADR   2023-03-24 2023-12-12
67. SANDVIK AB ADR   2020-07-13 2023-12-12
1. BROADCOM INC COM   2013-11-15 2023-12-13
11. CROWN CASTLE INC COM   2022-02-22 2023-12-18
1. CROWN CASTLE INC COM   2022-06-13 2023-12-18
12. CROWN CASTLE INC COM   2021-10-04 2023-12-18
10. CROWN CASTLE INC COM   2021-11-10 2023-12-18
41. HELLOFRESH SE ADS   2022-01-04 2023-12-19
42. HELLOFRESH SE ADS   2022-01-28 2023-12-19
54. HELLOFRESH SE ADS   2021-12-21 2023-12-19
1. AMERICAN TOWER CORP NEW COM REIT   2020-04-13 2023-12-20
1. AMERICAN TOWER CORP NEW COM REIT   2021-04-27 2023-12-20
2. AMERICAN TOWER CORP NEW COM REIT   2021-11-09 2023-12-20
7. APARTMENT INCOME REIT CORP   2022-01-21 2023-12-20
33. APARTMENT INCOME REIT CORP   2020-12-15 2023-12-20
24. BOSTON PROPERTIES INC COM REIT   2023-03-20 2023-12-20
2. MOHAWK INDS INC   2014-05-28 2023-12-21
2. MOHAWK INDS INC   2014-05-28 2023-12-21
10. MOHAWK INDS INC   2014-06-11 2023-12-21
11. MOHAWK INDS INC   2014-07-09 2023-12-21
7. MOHAWK INDS INC   2014-09-26 2023-12-21
17. TECHTRONIC INDS LTD SPONSORED ADR   2017-01-05 2023-12-21
2. AON PLC SHS CL A   2022-08-10 2023-12-22
5. ARISTA NETWORKS INC COM   2022-04-13 2023-12-26
2. ARISTA NETWORKS INC COM   2022-11-11 2023-12-26
48. SHENZHOU INTL GROUP HOLDINGS LTD ADR   2021-04-30 2023-12-26
28. SHENZHOU INTL GROUP HOLDINGS LTD ADR   2021-07-14 2023-12-26
56. SHENZHOU INTL GROUP HOLDINGS LTD ADR   2021-07-29 2023-12-26
5. SHENZHOU INTL GROUP HOLDINGS LTD ADR   2021-08-19 2023-12-26
29. SHENZHOU INTL GROUP HOLDINGS LTD ADR   2021-11-04 2023-12-26
7. UBER TECHNOLOGIES INC COM   2020-02-04 2023-12-26
26. UBER TECHNOLOGIES INC COM   2020-02-10 2023-12-26
215. CONAGRA INC   2023-06-02 2023-12-27
335. HUNTSMAN CORP   2022-08-18 2023-12-27
17000. U S TREASURY NOTE   2020-02-14 2023-12-27
20000. U S TREASURY NOTE   2020-02-14 2023-12-27
8. CITIGROUP INC DEP SHSXXX PARTIAL CALL 172967-35-8   2014-01-03 2023-12-29
10. CITIGROUP INC DEP SHSXXX PARTIAL CALL 172967-35-8   2014-05-23 2023-12-29
16. CITIGROUP INC DEP SHSXXX PARTIAL CALL 172967-35-8   2014-09-26 2023-12-29
56. CITIGROUP INC DEP SHSXXX PARTIAL CALL 172967-35-8   2013-11-15 2023-12-29
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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    
(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 362   617 -255
b 453   554 -101
c 332   519 -187
d 453   701 -248
e 325   648 -323
962   1,758 -796
958   284 674
389   583 -194
467   640 -173
117   127 -10
672   676 -4
3,441   2,227 1,214
2,664   1,777 887
888   584 304
688   2,031 -1,343
1,075   3,096 -2,021
237   726 -489
572   542 30
572   549 23
2,214   2,009 205
2,437   1,452 985
89   79 10
848   789 59
10,324   8,249 2,075
1,291   1,044 247
12,905   10,311 2,594
13,251   8,659 4,592
1,020   1,940 -920
408   1,064 -656
918   2,212 -1,294
714   1,152 -438
1,122   2,787 -1,665
1,020   1,209 -189
737   662 75
642   591 51
275   258 17
496   366 130
718   883 -165
558   577 -19
1,449   1,226 223
334   435 -101
6,341   5,334 1,007
259   307 -48
519   626 -107
389   481 -92
2,158   884 1,274
1,362   1,547 -185
197   239 -42
663   777 -114
836   680 156
12   7 5
383   313 70
64   52 12
498   300 198
212   146 66
670   634 36
2,163   2,157 6
320   347 -27
601   620 -19
579   466 113
1,241   986 255
102   86 16
688   518 170
688   561 127
1,430   2,364 -934
1,947   1,577 370
4,175   3,676 499
2,013   3,536 -1,523
1,328   2,187 -859
1,067   629 438
766   204 562
354   497 -143
767   1,066 -299
545   491 54
565   540 25
502   475 27
898   695 203
97   82 15
17,000   16,822 178
21,000   20,780 220
417   320 97
1,753   1,330 423
1,085   854 231
474   367 107
237   165 72
1,206   1,152 54
236   235 1
378   382 -4
1,733   2,643 -910
630   680 -50
771   1,255 -484
488   795 -307
13   22 -9
833   846 -13
2,268   1,773 495
648   507 141
324   253 71
986   858 128
1,971   1,658 313
422   338 84
89   159 -70
222   436 -214
89   166 -77
178   254 -76
564   385 179
726   692 34
302   297 5
872   2,015 -1,143
1,500   2,149 -649
209   557 -348
1,011   1,983 -972
35   89 -54
524   648 -124
167   98 69
999   1,286 -287
711   625 86
311   275 36
622   538 84
483   314 169
145   123 22
2,222   1,413 809
2,001   4,017 -2,016
2,707   5,393 -2,686
863   1,280 -417
1,687   2,631 -944
1,491   2,815 -1,324
1,959   1,955 4
2,065   1,690 375
897   1,080 -183
265   370 -105
1,599   2,162 -563
12   17 -5
1,369   1,765 -396
1,984   3,210 -1,226
441   735 -294
569   1,002 -433
10,662   13,122 -2,460
5,512   6,440 -928
1,627   1,353 274
422   1,128 -706
300   700 -400
417   1,275 -858
333   1,031 -698
60   146 -86
537   1,289 -752
932   928 4
186   144 42
567   472 95
586   460 126
567   499 68
586   375 211
38   33 5
1,280   949 331
988   1,984 -996
243   470 -227
1,038   2,013 -975
1,170   1,051 119
730   2,325 -1,595
742   2,983 -2,241
4,127   4,002 125
4,459   2,756 1,703
30   19 11
487   275 212
23   1,089 -1,066
20   752 -732
25   1,201 -1,176
25   1,189 -1,164
967   334 633
587   823 -236
196   283 -87
2,008   1,955 53
1,489   2,159 -670
2,140   3,055 -915
226   1,118 -892
251   1,258 -1,007
626   1,057 -431
52   84 -32
521   959 -438
3,674   6,094 -2,420
192   90 102
384   180 204
29   29  
29   26 3
179   152 27
536   461 75
45   38 7
2,091   962 1,129
792   752 40
158   149 9
792   734 58
2,647   3,780 -1,133
1,643   2,300 -657
2,335   2,461 -126
102   108 -6
4,924   4,247 677
1,675   1,753 -78
254   226 28
721   553 168
640   385 255
160   66 94
4,343   7,139 -2,796
2,457   2,424 33
1,496   2,257 -761
695   666 29
278   255 23
515   488 27
123   103 20
1,455   1,637 -182
35   42 -7
142   168 -26
36   40 -4
390   587 -197
2,284   1,975 309
1,485   1,137 348
1,073   807 266
3,700   3,700  
475   326 149
6,475   6,493 -18
437   563 -126
60   45 15
437   260 177
502   261 241
665   590 75
3,117   3,756 -639
164   193 -29
114   108 6
681   641 40
680   559 121
1,110   770 340
675   493 182
322   394 -72
7,271   4,730 2,541
490   1,271 -781
405   305 100
2,528   1,692 836
414   460 -46
689   689  
322   313 9
368   341 27
8,324   10,427 -2,103
4,843   6,853 -2,010
707   359 348
1,347   193 1,154
1,405   319 1,086
2,399   2,107 292
6,237   3,546 2,691
671   853 -182
143   145 -2
392   422 -30
71   82 -11
36   35 1
538   467 71
372   428 -56
268   302 -34
228   252 -24
211   277 -66
218   224 -6
671   658 13
232   302 -70
304   320 -16
304   335 -31
583   444 139
275   324 -49
233   250 -17
245   250 -5
230   249 -19
231   245 -14
223   287 -64
100   99 1
325   324 1
25   27 -2
201   214 -13
210   296 -86
278   305 -27
250   254 -4
103   84 19
723   578 145
262   302 -40
203   227 -24
229   226 3
266   275 -9
235   250 -15
237   274 -37
246   321 -75
167   346 -179
242   252 -10
211   226 -15
379   342 37
421   345 76
561   432 129
936   725 211
1,092   1,039 53
177   123 54
531   166 365
906   1,068 -162
920   340 580
495   636 -141
767   453 314
741   278 463
1,001   362 639
736   433 303
656   569 87
328   408 -80
306   240 66
215   212 3
942   415 527
858   180 678
666   412 254
732   371 361
758   489 269
294   416 -122
640   346 294
725   700 25
744   1,194 -450
456   127 329
1,043   402 641
478   550 -72
354   217 137
118   68 50
550   894 -344
490   480 10
266   347 -81
145   201 -56
566   428 138
283   315 -32
2,160   2,415 -255
2,341   2,035 306
2,007   1,761 246
915   815 100
305   228 77
460   404 56
776   872 -96
776   905 -129
2,261   2,587 -326
1,371   2,189 -818
873   1,286 -413
1,122   1,306 -184
681   45 636
302   307 -5
121   123 -2
1,155   619 536
2,600   1,275 1,325
404   220 184
170   247 -77
170   258 -88
1,579   89 1,490
45   43 2
267   229 38
1,402   1,822 -420
927   681 246
262   334 -72
1,752   2,209 -457
829   45 784
33   31 2
679   327 352
258   183 75
401   344 57
689   344 345
551   268 283
152   116 36
152   95 57
6,219   4,073 2,146
514   747 -233
212   291 -79
155   215 -60
527   713 -186
16   20 -4
837   1,121 -284
465   669 -204
434   588 -154
717   734 -17
597   505 92
142   116 26
9,531   4,606 4,925
50   34 16
60   39 21
5   3 2
75   50 25
5   3 2
30   21 9
180   154 26
857   472 385
4,285   2,478 1,807
9,835   5,046 4,789
1,246   1,352 -106
1,423   1,499 -76
1,779   1,915 -136
417   351 66
1,198   1,003 195
950   728 222
237   185 52
396   310 86
128   253 -125
956   1,896 -940
544   414 130
1,659   1,502 157
492   226 266
384   386 -2
96   94 2
141   156 -15
999   1,120 -121
691   528 163
184   139 45
196   117 79
981   451 530
883   516 367
762   769 -7
537   443 94
331   829 -498
505   1,213 -708
200   476 -276
296   398 -102
613   841 -228
1,005   2,100 -1,095
195   380 -185
67   72 -5
467   579 -112
53   50 3
395   384 11
105   105  
478   486 -8
239   217 22
502   385 117
279   165 114
590   484 106
250   117 133
250   112 138
52   54 -2
470   460 10
1,494   693 801
2,735   3,644 -909
711   580 131
364   1,253 -889
2,275   4,258 -1,983
1,607   1,352 255
674   556 118
334   599 -265
757   1,392 -635
1,372   1,640 -268
822   807 15
400   329 71
992   1,025 -33
248   250 -2
752   984 -232
2,063   1,753 310
3,139   1,804 1,335
1,044   1,796 -752
3,191   5,436 -2,245
2,986   4,178 -1,192
6,470   10,439 -3,969
813   1,608 -795
14   27 -13
528   818 -290
244   463 -219
1,097   2,069 -972
1,219   2,424 -1,205
1,373   2,090 -717
402   318 84
575   521 54
488   528 -40
480   349 131
369   316 53
375   177 198
261   250 11
177   171 6
215   241 -26
1,492   1,550 -58
1,451   1,298 153
3,111   2,354 757
1,549   410 1,139
24   14 10
3,953   5,130 -1,177
5,600   8,240 -2,640
419   321 98
566   694 -128
40   51 -11
425   310 115
446   572 -126
348   290 58
3,003   1,039 1,964
7,521   8,223 -702
11,282   12,335 -1,053
284   313 -29
498   528 -30
213   213  
238   323 -85
238   208 30
352   215 137
774   697 77
422   492 -70
210   288 -78
270   373 -103
229   182 47
344   234 110
32   16 16
173   173  
403   428 -25
50   56 -6
545   620 -75
19   26 -7
135   167 -32
482   614 -132
484   504 -20
1,062   1,264 -202
425   561 -136
1,806   2,329 -523
106   138 -32
70   82 -12
663   1,010 -347
70   127 -57
209   335 -126
509   434 75
364   271 93
1,091   781 310
7,405   4,399 3,006
224   286 -62
682   685 -3
171   77 94
2,169   2,077 92
883   1,151 -268
810   881 -71
205   268 -63
1,754   2,210 -456
391   314 77
582   390 192
50   49 1
553   550 3
352   340 12
2,722   3,164 -442
94   170 -76
917   45 872
1,633   1,126 507
584   448 136
990   2,220 -1,230
1,111   2,293 -1,182
531   1,089 -558
875   528 347
109   61 48
1,461   1,113 348
274   209 65
1,854   462 1,392
498   644 -146
107   92 15
493   540 -47
1,592   1,644 -52
3,335   3,143 192
5,995   1,601 4,394
87   87  
931   2,056 -1,125
1,256   2,078 -822
22   44 -22
1,364   3,118 -1,754
7,511   7,749 -238
2,294   981 1,313
817   349 468
664   792 -128
175   158 17
450   442 8
425   418 7
325   319 6
725   685 40
825   816 9
800   768 32
1,650   1,586 64
950   905 45
25   25  
450   445 5
1,125   1,013 112
525   512 13
875   832 43
4,175   4,001 174
685   991 -306
503   587 -84
155   198 -43
593   558 35
103   82 21
394   440 -46
54   72 -18
193   154 39
77   76 1
2,280   889 1,391
127   136 -9
381   426 -45
1,460   1,624 -164
238   303 -65
48   64 -16
668   746 -78
572   660 -88
48   60 -12
9,003   5,981 3,022
1,102   1,153 -51
3,417   3,573 -156
4,482   5,057 -575
3,870   981 2,889
462   394 68
399   329 70
821   643 178
68   56 12
1,254   1,284 -30
2,090   603 1,487
1,469   487 982
97   70 27
870   667 203
493   382 111
60   45 15
5,129   6,036 -907
8,329   6,194 2,135
11   7 4
1,057   899 158
773   659 114
916   436 480
287   144 143
2,491   2,597 -106
3,488   3,214 274
2,738   6,019 -3,281
782   290 492
447   449 -2
438   483 -45
292   355 -63
328   400 -72
167   68 99
502   522 -20
1,011   1,590 -579
505   795 -290
1,044   1,038 6
261   151 110
504   195 309
576   595 -19
407   86 321
1,017   241 776
203   60 143
748   433 315
748   734 14
605   759 -154
680   854 -174
319   332 -13
877   881 -4
118   79 39
1,006   983 23
112   115 -3
112   110 2
112   110 2
417   156 261
1,111   1,093 18
656   670 -14
656   150 506
608   352 256
608   608  
478   441 37
205   107 98
398   293 105
530   521 9
164   277 -113
164   277 -113
325   292 33
1,171   1,177 -6
145   227 -82
217   341 -124
145   265 -120
502   489 13
812   796 16
812   282 530
406   550 -144
203   275 -72
454   485 -31
284   170 114
203   317 -114
921   1,442 -521
728   752 -24
624   638 -14
329   378 -49
165   189 -24
984   1,049 -65
474   505 -31
1,706   1,509 197
284   251 33
1,791   701 1,090
1,680   1,585 95
163   147 16
2,005   1,996 9
725   1,143 -418
259   370 -111
61   37 24
730   451 279
932   2,783 -1,851
380   692 -312
1,243   1,950 -707
196   203 -7
326   249 77
457   430 27
522   343 179
2,088   1,100 988
458   549 -91
57   73 -16
1,128   871 257
79   66 13
131   109 22
184   154 30
105   89 16
79   67 12
236   201 35
414   328 86
55   29 26
392   320 72
218   260 -42
206   107 99
298   279 19
529   501 28
1,040   841 199
390   321 69
585   464 121
984   1,945 -961
3,279   4,292 -1,013
1,246   2,309 -1,063
853   1,348 -495
1,481   1,503 -22
1,401   3,062 -1,661
410   537 -127
478   558 -80
121   160 -39
77   106 -29
373   626 -253
1,549   855 694
713   640 73
646   443 203
1,399   1,256 143
949   726 223
259   144 115
1,323   286 1,037
251   250 1
635   634 1
1,356   1,550 -194
1,356   1,432 -76
1,163   1,170 -7
1,938   1,948 -10
298   235 63
830   526 304
228   158 70
700   713 -13
1,000   1,058 -58
675   710 -35
25   27 -2
975   1,024 -49
2,025   2,027 -2
925   924 1
725   754 -29
1,449   557 892
1,245   619 626
530   725 -195
237   347 -110
600   847 -247
5,961   5,926 35
1,946   2,097 -151
2,385   2,166 219
1,590   1,505 85
3,827   1,973 1,854
6,413   4,361 2,052
264   234 30
595   551 44
1,941   1,910 31
1,846   2,079 -233
193   147 46
1,351   1,064 287
413   341 72
138   116 22
122   57 65
611   305 306
72   84 -12
102   92 10
53   50 3
75   45 30
40   39 1
52   46 6
757   559 198
568   418 150
38   35 3
72   70 2
84   77 7
143   170 -27
46   51 -5
12   59 -47
140   105 35
76   76  
42   44 -2
47   47  
82   114 -32
15   27 -12
200   175 25
28   24 4
57   49 8
46   94 -48
697   363 334
17   16 1
460   409 51
51   57 -6
1,048   741 307
36   16 20
71   167 -96
88   87 1
87   122 -35
51   19 32
71   157 -86
48   51 -3
549   355 194
1,091   652 439
930   1,148 -218
1,008   737 271
830   730 100
948   468 480
1,238   1,280 -42
592   154 438
824   722 102
757   600 157
641   282 359
641   336 305
705   843 -138
815   307 508
796   760 36
416   388 28
650   763 -113
464   322 142
155   105 50
540   72 468
1,674   396 1,278
681   471 210
1,651   654 997
353   371 -18
357   448 -91
437   579 -142
237   350 -113
231   269 -38
148   150 -2
318   372 -54
426   509 -83
183   200 -17
70   75 -5
60   75 -15
206   226 -20
288   304 -16
311   366 -55
42   51 -9
292   349 -57
221   299 -78
210   300 -90
160   225 -65
119   149 -30
348   398 -50
198   191 7
119   150 -31
289   338 -49
118   124 -6
374   524 -150
274   375 -101
37   50 -13
110   151 -41
154   165 -11
180   196 -16
196   202 -6
272   360 -88
117   185 -68
203   249 -46
60   75 -15
92   100 -8
257   305 -48
213   225 -12
419   464 -45
64   75 -11
240   271 -31
64   74 -10
84   104 -20
113   175 -62
153   173 -20
178   209 -31
119   197 -78
296   325 -29
150   202 -52
203   210 -7
76   80 -4
303   325 -22
122   126 -4
1,980   2,008 -28
281   376 -95
386   473 -87
300   376 -76
249   307 -58
477   522 -45
387   400 -13
284   350 -66
266   328 -62
212   273 -61
156   199 -43
245   271 -26
283   320 -37
274   286 -12
287   305 -18
236   210 26
173   181 -8
303   333 -30
282   304 -22
356   445 -89
103   104 -1
129   174 -45
277   294 -17
162   188 -26
324   377 -53
75   76 -1
524   526 -2
412   452 -40
290   300 -10
305   304 1
344   453 -109
95   126 -31
308   423 -115
217   300 -83
121   175 -54
145   172 -27
104   126 -22
108   126 -18
124   125 -1
186   198 -12
93   100 -7
288   355 -67
140   177 -37
132   199 -67
208   205 3
117   125 -8
25   26 -1
300   316 -16
211   225 -14
242   246 -4
249   260 -11
118   138 -20
284   325 -41
225   275 -50
71   82 -11
59   77 -18
587   776 -189
400   449 -49
79   77 2
307   395 -88
389   568 -179
262   396 -134
333   408 -75
1,877   2,011 -134
1,839   2,023 -184
2,991   3,002 -11
6,792   7,372 -580
2,728   2,982 -254
4,694   4,694  
290   302 -12
126   175 -49
50   57 -7
25   28 -3
450   506 -56
251   251  
290   374 -84
139   151 -12
270   406 -136
277   81 196
139   41 98
414   378 36
543   702 -159
1,512   971 541
831   530 301
736   573 163
190   163 27
397   486 -89
298   358 -60
596   728 -132
1,373   1,340 33
1,086   45 1,041
1,238   1,736 -498
113   161 -48
1,350   1,988 -638
1,125   1,739 -614
162   738 -576
165   653 -488
213   1,063 -850
211   250 -39
211   253 -42
423   559 -136
232   346 -114
1,096   1,113 -17
1,705   1,273 432
206   287 -81
206   277 -71
1,031   1,340 -309
1,134   1,487 -353
722   956 -234
991   315 676
580   590 -10
1,186   651 535
474   255 219
475   1,062 -587
277   626 -349
554   1,211 -657
49   120 -71
287   587 -300
431   271 160
1,601   1,049 552
6,106   7,494 -1,388
8,602   10,543 -1,941
16,997   17,001 -4
19,996   20,001 -5
200   209 -9
250   275 -25
400   426 -26
1,400   1,450 -50
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      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
      907
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       -255
b       -101
c       -187
d       -248
e       -323
      -796
      674
      -194
      -173
      -10
      -4
      1,214
      887
      304
      -1,343
      -2,021
      -489
      30
      23
      205
      985
      10
      59
      2,075
      247
      2,594
      4,592
      -920
      -656
      -1,294
      -438
      -1,665
      -189
      75
      51
      17
      130
      -165
      -19
      223
      -101
      1,007
      -48
      -107
      -92
      1,274
      -185
      -42
      -114
      156
      5
      70
      12
      198
      66
      36
      6
      -27
      -19
      113
      255
      16
      170
      127
      -934
      370
      499
      -1,523
      -859
      438
      562
      -143
      -299
      54
      25
      27
      203
      15
      178
      220
      97
      423
      231
      107
      72
      54
      1
      -4
      -910
      -50
      -484
      -307
      -9
      -13
      495
      141
      71
      128
      313
      84
      -70
      -214
      -77
      -76
      179
      34
      5
      -1,143
      -649
      -348
      -972
      -54
      -124
      69
      -287
      86
      36
      84
      169
      22
      809
      -2,016
      -2,686
      -417
      -944
      -1,324
      4
      375
      -183
      -105
      -563
      -5
      -396
      -1,226
      -294
      -433
      -2,460
      -928
      274
      -706
      -400
      -858
      -698
      -86
      -752
      4
      42
      95
      126
      68
      211
      5
      331
      -996
      -227
      -975
      119
      -1,595
      -2,241
      125
      1,703
      11
      212
      -1,066
      -732
      -1,176
      -1,164
      633
      -236
      -87
      53
      -670
      -915
      -892
      -1,007
      -431
      -32
      -438
      -2,420
      102
      204
       
      3
      27
      75
      7
      1,129
      40
      9
      58
      -1,133
      -657
      -126
      -6
      677
      -78
      28
      168
      255
      94
      -2,796
      33
      -761
      29
      23
      27
      20
      -182
      -7
      -26
      -4
      -197
      309
      348
      266
       
      149
      -18
      -126
      15
      177
      241
      75
      -639
      -29
      6
      40
      121
      340
      182
      -72
      2,541
      -781
      100
      836
      -46
       
      9
      27
      -2,103
      -2,010
      348
      1,154
      1,086
      292
      2,691
      -182
      -2
      -30
      -11
      1
      71
      -56
      -34
      -24
      -66
      -6
      13
      -70
      -16
      -31
      139
      -49
      -17
      -5
      -19
      -14
      -64
      1
      1
      -2
      -13
      -86
      -27
      -4
      19
      145
      -40
      -24
      3
      -9
      -15
      -37
      -75
      -179
      -10
      -15
      37
      76
      129
      211
      53
      54
      365
      -162
      580
      -141
      314
      463
      639
      303
      87
      -80
      66
      3
      527
      678
      254
      361
      269
      -122
      294
      25
      -450
      329
      641
      -72
      137
      50
      -344
      10
      -81
      -56
      138
      -32
      -255
      306
      246
      100
      77
      56
      -96
      -129
      -326
      -818
      -413
      -184
      636
      -5
      -2
      536
      1,325
      184
      -77
      -88
      1,490
      2
      38
      -420
      246
      -72
      -457
      784
      2
      352
      75
      57
      345
      283
      36
      57
      2,146
      -233
      -79
      -60
      -186
      -4
      -284
      -204
      -154
      -17
      92
      26
      4,925
      16
      21
      2
      25
      2
      9
      26
      385
      1,807
      4,789
      -106
      -76
      -136
      66
      195
      222
      52
      86
      -125
      -940
      130
      157
      266
      -2
      2
      -15
      -121
      163
      45
      79
      530
      367
      -7
      94
      -498
      -708
      -276
      -102
      -228
      -1,095
      -185
      -5
      -112
      3
      11
       
      -8
      22
      117
      114
      106
      133
      138
      -2
      10
      801
      -909
      131
      -889
      -1,983
      255
      118
      -265
      -635
      -268
      15
      71
      -33
      -2
      -232
      310
      1,335
      -752
      -2,245
      -1,192
      -3,969
      -795
      -13
      -290
      -219
      -972
      -1,205
      -717
      84
      54
      -40
      131
      53
      198
      11
      6
      -26
      -58
      153
      757
      1,139
      10
      -1,177
      -2,640
      98
      -128
      -11
      115
      -126
      58
      1,964
      -702
      -1,053
      -29
      -30
       
      -85
      30
      137
      77
      -70
      -78
      -103
      47
      110
      16
       
      -25
      -6
      -75
      -7
      -32
      -132
      -20
      -202
      -136
      -523
      -32
      -12
      -347
      -57
      -126
      75
      93
      310
      3,006
      -62
      -3
      94
      92
      -268
      -71
      -63
      -456
      77
      192
      1
      3
      12
      -442
      -76
      872
      507
      136
      -1,230
      -1,182
      -558
      347
      48
      348
      65
      1,392
      -146
      15
      -47
      -52
      192
      4,394
       
      -1,125
      -822
      -22
      -1,754
      -238
      1,313
      468
      -128
      17
      8
      7
      6
      40
      9
      32
      64
      45
       
      5
      112
      13
      43
      174
      -306
      -84
      -43
      35
      21
      -46
      -18
      39
      1
      1,391
      -9
      -45
      -164
      -65
      -16
      -78
      -88
      -12
      3,022
      -51
      -156
      -575
      2,889
      68
      70
      178
      12
      -30
      1,487
      982
      27
      203
      111
      15
      -907
      2,135
      4
      158
      114
      480
      143
      -106
      274
      -3,281
      492
      -2
      -45
      -63
      -72
      99
      -20
      -579
      -290
      6
      110
      309
      -19
      321
      776
      143
      315
      14
      -154
      -174
      -13
      -4
      39
      23
      -3
      2
      2
      261
      18
      -14
      506
      256
       
      37
      98
      105
      9
      -113
      -113
      33
      -6
      -82
      -124
      -120
      13
      16
      530
      -144
      -72
      -31
      114
      -114
      -521
      -24
      -14
      -49
      -24
      -65
      -31
      197
      33
      1,090
      95
      16
      9
      -418
      -111
      24
      279
      -1,851
      -312
      -707
      -7
      77
      27
      179
      988
      -91
      -16
      257
      13
      22
      30
      16
      12
      35
      86
      26
      72
      -42
      99
      19
      28
      199
      69
      121
      -961
      -1,013
      -1,063
      -495
      -22
      -1,661
      -127
      -80
      -39
      -29
      -253
      694
      73
      203
      143
      223
      115
      1,037
      1
      1
      -194
      -76
      -7
      -10
      63
      304
      70
      -13
      -58
      -35
      -2
      -49
      -2
      1
      -29
      892
      626
      -195
      -110
      -247
      35
      -151
      219
      85
      1,854
      2,052
      30
      44
      31
      -233
      46
      287
      72
      22
      65
      306
      -12
      10
      3
      30
      1
      6
      198
      150
      3
      2
      7
      -27
      -5
      -47
      35
       
      -2
       
      -32
      -12
      25
      4
      8
      -48
      334
      1
      51
      -6
      307
      20
      -96
      1
      -35
      32
      -86
      -3
      194
      439
      -218
      271
      100
      480
      -42
      438
      102
      157
      359
      305
      -138
      508
      36
      28
      -113
      142
      50
      468
      1,278
      210
      997
      -18
      -91
      -142
      -113
      -38
      -2
      -54
      -83
      -17
      -5
      -15
      -20
      -16
      -55
      -9
      -57
      -78
      -90
      -65
      -30
      -50
      7
      -31
      -49
      -6
      -150
      -101
      -13
      -41
      -11
      -16
      -6
      -88
      -68
      -46
      -15
      -8
      -48
      -12
      -45
      -11
      -31
      -10
      -20
      -62
      -20
      -31
      -78
      -29
      -52
      -7
      -4
      -22
      -4
      -28
      -95
      -87
      -76
      -58
      -45
      -13
      -66
      -62
      -61
      -43
      -26
      -37
      -12
      -18
      26
      -8
      -30
      -22
      -89
      -1
      -45
      -17
      -26
      -53
      -1
      -2
      -40
      -10
      1
      -109
      -31
      -115
      -83
      -54
      -27
      -22
      -18
      -1
      -12
      -7
      -67
      -37
      -67
      3
      -8
      -1
      -16
      -14
      -4
      -11
      -20
      -41
      -50
      -11
      -18
      -189
      -49
      2
      -88
      -179
      -134
      -75
      -134
      -184
      -11
      -580
      -254
       
      -12
      -49
      -7
      -3
      -56
       
      -84
      -12
      -136
      196
      98
      36
      -159
      541
      301
      163
      27
      -89
      -60
      -132
      33
      1,041
      -498
      -48
      -638
      -614
      -576
      -488
      -850
      -39
      -42
      -136
      -114
      -17
      432
      -81
      -71
      -309
      -353
      -234
      676
      -10
      535
      219
      -587
      -349
      -657
      -71
      -300
      160
      552
      -1,388
      -1,941
      -4
      -5
      -9
      -25
      -26
      -50
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -5,798
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
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 right arrow 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) 1 1,028
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,028
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 1,028
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 2,454
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 2,454
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,426
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,028 Refundedright arrow 11 398
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowAMERIPRISE BANK FSB Telephone no.right arrow (702) 673-9233

Located atright arrow15481 AMERIPRISE FINANCIAL CENTERMINNEAPOLISMN ZIP+4right arrow55474
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
AMERIPRISE BANK FSB TRUSTEE
1
25,050    
1581 AMERIPRISE FINANCIAL CENTER
MINNEAPOLIS,MN55474
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
4,349,243
b
Average of monthly cash balances.......................
1b
-5,269
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
4,343,974
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
4,343,974
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
65,160
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,278,814
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
213,941
Part X
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 IX, line 6..................
1
213,941
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,028
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,028
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
212,913
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
212,913
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 XII, line 1 ...
7
212,913
Part XI
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
149,500
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
149,500
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 212,913
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,705
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 149,500
a Applied to 2022, but not more than line 2a 4,705
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 2023 distributable amount..... 144,795
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
68,118
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AMERICAN CANCER SOCIETY INC

NTL OFFICE OF PROBATE TRUST SERVI
HAGERSTOWN,MD21741
NONE PC GENERAL 1,269

UNITED CHURCH OF CHRIST PARISH

PO BOX 71957
CLEVELAND,OH44194
NONE PC GENERAL 1,269

SALVATION ARMY EASTERN

440 WEST NYACK RD
WEST NYACK,NY10994
NONE PC GENERAL 50,801

GIDEONS INTERNATIONAL

ATTN ASISH K PRADHAM CFO
NASHVILLE,TN37214
NONE PC GENERAL 1,269

BILLY GRAHAM EVANGELISTIC ASSOC
ATTN PLANNED GIVING ADMINISTRATION
1 BILLY GRAHAM PARKWAY
CHARLOTTE,NC28201
NONE PC GENERAL 50,801

RONALD MCDONALD HOUSE

ATTN PEGGY ELLIOTT
ROCHESTER,MN55902
NONE PC GENERAL 6,347

FAMILY WORSHIP CENTER CHURCH INC

ATTN FRANCES SWAGGART
BATON ROUGE,LA70810
NONE PC GENERAL 12,694
Total .................................right arrow 3a 124,450
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ....     14 129,495  
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 -5,798  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   123,773  
13Total. Add line 12, columns (b), (d), and (e)..................
13
123,773
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsOtherSchedule2
Name:
LOREN FIMIAN CHARITABLE TRUST UNDER WILL
EIN:
46-6772483
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED      
TRANE TECHNOLOGIES      
ADVANCED MICRO DEVICES      
NVIDIA CORPORATION      
CHUBB LTD      
ASPEN TECH      
IAC INTERACTIVE      
FLUTTER      
PERNOD RICARD      

TY 2023 OtherDecreasesSchedule
Name:
LOREN FIMIAN CHARITABLE TRUST UNDER WILL
EIN:
46-6772483
Description Amount
WASH SALE ADJUSTMENT 3,239
MUTUAL FUND TIMING DIFFERENCE 1,983
COST BASIS ADJUSTMENT 32,840


TY 2023 OtherIncomeSchedule2
Name:
LOREN FIMIAN CHARITABLE TRUST UNDER WILL
EIN:
46-6772483
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 76 0  


TY 2023 OtherProfessionalFeesSchedule
Name:
LOREN FIMIAN CHARITABLE TRUST UNDER WILL
EIN:
46-6772483
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 46,961 46,961    


TY 2023 TaxesSchedule
Name:
LOREN FIMIAN CHARITABLE TRUST UNDER WILL
EIN:
46-6772483
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 2,765 2,765   0
FEDERAL ESTIMATES - PRINCIPAL 2,412 0   0