| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| GE Vernova | Donation | 2024-04 | 04022024 | 111 | 111 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Cigna Corp | 112,146 | 173,968 |
| Philips | 508,324 | 606,677 |
| Qualcom | 418,405 | 446,112 |
| GE Health Care | 60,142 | 94,754 |
| Delaware Ivy Science and Technology | 728,502 | 792,942 |
| Chevron Corp | 521,640 | 524,755 |
| GE Aerospace | 198,853 | 606,949 |
| GE Vernova | 89,535 | 298,997 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Legal Fees | 854 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| UBS Mamagement Fees | 175 |
| Name | Address |
|---|---|
| YNEZ V O'NEILL |
241 S Windsor Boulevard Los Angeles,CA90004 |