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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SHIRLEY & BARNETT HELZBERG
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4520 MAIN STREET SUITE 1050
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
KANSAS CITY, MO64111
A Employer identification number

43-1265367
B Telephone number (see instructions)

(816) 753-7776
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$22,574,156J 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 53,108 53,108  
4 Dividends and interest from securities... 441,652 441,652  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 12,788,073
b Gross sales price for all assets on line 6a 38,623,484
7 Capital gain net income (from Part IV, line 2)... 12,788,073
8 Net short-term capital gain.........  
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)....... Click to see attachment
List of Attached Documents:
// Content
2,857   2,857
12 Total. Add lines 1 through 11........ 13,285,690 13,282,833 2,857
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 108,210     108,210
15 Pension plans, employee benefits....... 10,888     10,888
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
554     554
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,780     8,780
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
69,020 69,020    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,804 6,283   21
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
84    
20 Occupancy.............. 63,102     47,327
21 Travel, conferences, and meetings....... 1,276     1,276
22 Printing and publications.......... 65     65
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
59,684     32,552
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 340,467 75,303   209,673
25 Contributions, gifts, grants paid....... 704,942 704,942
26 Total expenses and disbursements. Add lines 24 and 25 1,045,409 75,303   914,615
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,240,281
b Net investment income (if negative, enter -0-) 13,207,530
c Adjusted net income (if negative, enter -0-)... 2,857
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 102,495 1,436,301 1,436,301
2 Savings and temporary cash investments.........   1,031,726 1,031,726
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment
List of Attached Documents:
// Content
3,110,599 		3,187,848
b Investments—corporate stock (attach schedule)....... 8,562,778 Click to see attachment
List of Attached Documents:
// Content
15,327,012 		16,799,156
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)..........      
14 Land, buildings, and equipment: basis right arrow161,195
Less: accumulated depreciation (attach schedule) right arrow42,070 119,209 Click to see attachment
List of Attached Documents:
// Content
119,125 		119,125
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,784,482 21,024,763 22,574,156
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 8,784,482 21,024,763
29 Total net assets or fund balances (see instructions)..... 8,784,482 21,024,763
30 Total liabilities and net assets/fund balances (see instructions). 8,784,482 21,024,763
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
8,784,482
2
Enter amount from Part I, line 27a .....................
2
12,240,281
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
21,024,763
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,024,763
Form 990-PF (2024)
Form 990-PF (2024)
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 A G C O CORP P 2024-04-09 2024-05-30
b ADOBE INC P 2024-07-01 2024-10-04
c ADVANCED MICRO DEVICES P 2024-07-22 2024-11-14
d AMAZON COM INC P 2024-04-09 2024-12-12
e APPLE INC P 2024-09-13 2024-10-04
AUTODESK INC DELAWARE P 2024-05-17 2024-05-30
BLACKROCK INC P 2024-12-13 2024-12-19
BLOCK INC CL A P 2024-05-17 2024-07-30
BROADCOM INC P 2024-06-20 2024-07-15
CENTERPOINT ENERGY INC P 2024-07-16 2024-08-06
CHEWY INC CL A P 2024-09-13 2024-10-16
CONSTELLATION BRANDS INC CL A P 2024-11-18 2024-12-27
CROWN CASTLE INC P 2024-07-19 2024-09-26
DEXCOM INC P 2024-06-13 2024-07-30
EATON CORP PLC SHS P 2024-11-08 2024-12-27
EXXON MOBIL CORP P 2024-04-09 2024-05-30
FOMENTO ECONOMICO MEXICANO P 2024-04-09 2024-04-16
GENL DYNAMICS CORP P 2024-10-18 2024-12-16
HOLOGIC INC P 2024-04-09 2024-05-01
IQVIA HOLDINGS INC P 2024-05-17 2024-06-18
ISHARES MSCI ACWI ETF P 2024-04-16 2024-07-19
ISHARES RUSSELL 1000 GRW ETF P 2024-08-01 2024-09-06
ISHARES RUSSELL 1000 VALUE ETF P 2024-05-30 2024-07-19
ISHARES S&P MIDCAP 400 INDEX P 2024-07-30 2024-09-05
JOHNSON & JOHNSON P 2024-04-09 2024-04-16
M&T BANK CORP P 2024-07-23 2024-08-06
MERCK & CO INC NEW COM P 2024-09-27 2024-11-14
MICROCHIP TECHNOLOGY INC P 2024-09-06 2024-11-14
MSCI INC COM P 2024-08-30 2024-11-05
NEXTERA ENERGY INC P 2024-07-19 2024-08-01
NORTHROP GRUMMAN CP(HLDG CO) P 2024-04-09 2024-10-17
NVIDIA CORPORATION P 2024-04-09 2024-06-10
PERFORMANCE FOOD GROUP CO P 2024-04-09 2024-08-06
PROLOGIS INC COM P 2024-04-09 2024-04-16
S&P GLOBAL INC COM P 2024-04-09 2024-04-16
SEMPRA P 2024-05-17 2024-09-26
SHOPIFY INC P 2024-05-17 2024-08-06
SPDR S&P 500 ETF TRUST P 2024-09-23 2024-09-30
SPDR S&P 500 ETF TRUST P 2024-05-13 2024-05-17
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-05-30
TESLA INC P 2024-06-20 2024-12-13
THE CIGNA GROUP P 2024-04-09 2024-05-30
T-MOBILE US INC COM P 2024-04-09 2024-05-06
TRANSDIGM GROUP INC P 2024-04-09 2024-05-06
UBER TECHNOLOGIES INC P 2024-04-09 2024-05-13
UNITEDHEALTH GP INC P 2024-07-19 2024-10-04
VALERO ENERGY CP DELA NEW P 2024-07-01 2024-09-16
VANGUARD MID-CAP ETF INDEX P 2024-09-16 2024-10-17
VANGUARD VALUE ETF INDEX P 2024-09-23 2024-10-17
VISA INC CL A P 2024-04-09 2024-08-06
WELLTOWER INC P 2024-07-29 2024-09-23
ISHARES CORE U.S. AGGREGATE P 2012-07-17 2024-04-09
VANGUARD INST INDEX INST P 2008-12-26 2024-04-09
VANGUARD INST INDEX INST P 2006-12-26 2024-04-05
VANGUARD INST INDEX INST P 2013-12-26 2024-04-05
VANGUARD INST INDEX INST P 2017-06-22 2024-04-05
VANGUARD INST INDEX INST P 2019-12-23 2024-04-05
VANGUARD INST INDEX INST P 2021-12-29 2024-04-05
VANGUARD INST INDEX INST P 2023-12-27 2024-04-05
HALLIBURTON CO P 2024-04-26 2024-07-30
ISHARES S&P 500 GRWTH ETF P 2024-12-05 2024-12-11
NEXTERA ENERGY INC P 2024-04-02 2024-04-16
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-09 2024-10-17
VANGUARD VALUE ETF INDEX P 2024-06-04 2024-07-01
BLACKROCK INC P 2024-05-17 2024-05-30
IQVIA HOLDINGS INC P 2024-04-09 2024-04-16
JPMORGAN CHASE & CO P 2024-12-12 2024-12-13
S&P GLOBAL INC COM P 2024-04-09 2024-04-16
UBER TECHNOLOGIES INC P 2024-04-09 2024-05-13
BLACKROCK INC P 2024-04-02 2024-04-16
A G C O CORP P 2024-05-01 2024-05-30
ADOBE INC P 2024-07-01 2024-10-04
ADVANCED MICRO DEVICES P 2024-07-22 2024-11-14
AMAZON COM INC P 2024-07-18 2024-12-12
APPLE INC P 2024-09-13 2024-10-04
AUTODESK INC DELAWARE P 2024-04-09 2024-04-16
BLACKROCK INC P 2024-07-01 2024-10-02
BLOCK INC CL A P 2024-05-30 2024-07-30
BROWN & BROWN INC P 2024-04-09 2024-07-29
CENTERPOINT ENERGY INC P 2024-05-30 2024-06-17
CHEWY INC CL A P 2024-06-13 2024-07-29
CONSTELLATION BRANDS INC CL A P 2024-07-01 2024-10-16
CROWN CASTLE INC P 2024-07-19 2024-08-28
DEXCOM INC P 2024-06-17 2024-07-30
EATON CORP PLC SHS P 2024-11-11 2024-12-27
FIRST SOLAR INC COM P 2024-12-16 2024-12-27
FREEPORT-MCMORAN CL-B P 2024-11-18 2024-12-16
GENL DYNAMICS CORP P 2024-11-08 2024-12-16
HOME DEPOT INC P 2024-12-13 2024-12-27
IQVIA HOLDINGS INC P 2024-04-09 2024-04-16
ISHARES MSCI ACWI ETF P 2024-06-18 2024-07-19
ISHARES RUSSELL 1000 GRW ETF P 2024-08-06 2024-09-06
ISHARES RUSSELL 1000 VALUE ETF P 2024-05-30 2024-07-01
ISHARES S&P MIDCAP 400 INDEX P 2024-07-30 2024-08-30
JPMORGAN CHASE & CO P 2024-04-09 2024-12-13
M&T BANK CORP P 2024-07-25 2024-08-06
MERCK & CO INC NEW COM P 2024-09-27 2024-11-14
MICROCHIP TECHNOLOGY INC P 2024-04-09 2024-08-06
MSCI INC COM P 2024-08-30 2024-11-05
NEXTERA ENERGY INC P 2024-05-17 2024-06-18
NORTHROP GRUMMAN CP(HLDG CO) P 2024-08-01 2024-10-17
NVIDIA CORPORATION P 2024-04-09 2024-05-06
PERFORMANCE FOOD GROUP CO P 2024-04-09 2024-08-06
QUALCOMM INC P 2024-04-09 2024-08-02
S&P GLOBAL INC COM P 2024-04-09 2024-04-16
SEMPRA P 2024-04-09 2024-04-16
SHOPIFY INC P 2024-06-20 2024-07-30
SPDR S&P 500 ETF TRUST P 2024-09-24 2024-09-30
SPORTRADAR GROUP AG CLASS A P 2024-04-09 2024-04-16
STARBUCKS CORP WASHINGTON P 2024-06-13 2024-12-19
TESLA INC P 2024-06-20 2024-08-23
THERMO FISHER SCIENTIFIC P 2024-05-17 2024-05-30
TRADE DESK INC CLASS A P 2024-09-06 2024-11-05
TRANSUNION P 2024-07-01 2024-07-29
UBER TECHNOLOGIES INC P 2024-04-09 2024-05-13
UNITEDHEALTH GP INC P 2024-07-23 2024-10-04
VALERO ENERGY CP DELA NEW P 2024-07-16 2024-09-16
VANGUARD MID-CAP ETF INDEX P 2024-10-16 2024-10-17
VANGUARD VALUE ETF INDEX P 2024-08-06 2024-09-06
VISA INC CL A P 2024-04-09 2024-08-06
WEX INC COM P 2024-07-15 2024-08-06
ISHARES CORE U.S. AGGREGATE P 2012-07-17 2024-04-09
VANGUARD INST INDEX INST P 2009-03-26 2024-04-09
VANGUARD INST INDEX INST P 2007-03-23 2024-04-05
VANGUARD INST INDEX INST P 2014-03-28 2024-04-05
VANGUARD INST INDEX INST P 2017-09-21 2024-04-05
VANGUARD INST INDEX INST P 2020-03-25 2024-04-05
VANGUARD INST INDEX INST P 2021-12-29 2024-04-05
ADOBE INC P 2024-03-17 2024-05-30
HALLIBURTON CO P 2024-04-26 2024-07-30
ISHARES S&P MIDCAP 400 INDEX P 2024-12-05 2024-12-19
NVIDIA CORPORATION P 2024-06-08 2024-07-30
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-09 2024-10-17
VERISK ANALYTICS INC COM P 2024-04-07 2024-07-16
BLACKROCK INC P 2024-04-09 2024-04-16
IQVIA HOLDINGS INC P 2024-04-09 2024-04-11
JPMORGAN CHASE & CO P 2024-08-28 2024-09-16
S&P GLOBAL INC COM P 2024-04-09 2024-04-11
ULTA BEAUTY INC P 2024-04-09 2024-04-16
ISHARES RUSSELL 1000 VALUE ETF P 2024-06-28 2024-08-05
ABBVIE INC COM P 2024-08-01 2024-11-14
ADOBE INC P 2024-07-01 2024-08-23
ADVANCED MICRO DEVICES P 2024-10-17 2024-11-14
AMAZON COM INC P 2024-07-18 2024-12-12
APPLE INC P 2024-05-14 2024-09-05
BALL CORP P 2024-08-30 2024-12-16
BLACKROCK INC P 2024-07-01 2024-10-02
BLOCK INC CL A P 2024-05-30 2024-07-30
CAE INC P 2024-09-06 2024-12-18
CHEVRON CORP P 2024-10-17 2024-12-19
CHEWY INC CL A P 2024-06-13 2024-07-29
CONSTELLATION BRANDS INC CL A P 2024-04-09 2024-05-30
CROWN CASTLE INC P 2024-05-17 2024-06-18
DEXCOM INC P 2024-04-09 2024-05-13
EATON CORP PLC SHS P 2024-11-11 2024-12-27
FIRST SOLAR INC COM P 2024-12-17 2024-12-27
FREEPORT-MCMORAN CL-B P 2024-09-26 2024-10-16
GENL DYNAMICS CORP P 2024-11-11 2024-12-16
HOME DEPOT INC P 2024-04-09 2024-05-30
IQVIA HOLDINGS INC P 2024-04-09 2024-04-16
ISHARES MSCI ACWI ETF P 2024-04-16 2024-06-13
ISHARES RUSSELL 1000 GRW ETF P 2024-08-23 2024-09-06
ISHARES RUSSELL 1000 VALUE ETF P 2024-05-30 2024-06-13
ISHARES S&P MIDCAP 400 INDEX P 2024-07-15 2024-07-16
JPMORGAN CHASE & CO P 2024-08-28 2024-09-16
M&T BANK CORP P 2024-07-26 2024-08-06
MERCK & CO INC NEW COM P 2024-04-09 2024-07-30
MICROSOFT CORP P 2024-04-09 2024-08-28
MSCI INC COM P 2024-09-23 2024-11-05
NEXTERA ENERGY INC P 2024-05-17 2024-06-18
NORTHROP GRUMMAN CP(HLDG CO) P 2024-08-02 2024-08-23
PACCAR INC P 2024-06-13 2024-07-30
PERFORMANCE FOOD GROUP CO P 2024-05-01 2024-08-06
QUALCOMM INC P 2024-04-09 2024-08-02
SALESFORCE INC P 2024-09-06 2024-12-12
SENSATA TECHNOLOGIES HLDG PLC P 2024-05-17 2024-06-17
SHOPIFY INC P 2024-07-18 2024-07-30
SPDR S&P 500 ETF TRUST P 2024-08-06 2024-09-09
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-12-18
STARBUCKS CORP WASHINGTON P 2024-06-13 2024-11-07
TESLA INC P 2024-06-20 2024-08-23
THERMO FISHER SCIENTIFIC P 2024-04-09 2024-04-16
TRADE DESK INC CLASS A P 2024-05-17 2024-08-06
TRANSUNION P 2024-07-16 2024-07-29
UBER TECHNOLOGIES INC P 2024-04-09 2024-05-13
UNITEDHEALTH GP INC P 2024-07-19 2024-08-28
VALERO ENERGY CP DELA NEW P 2024-05-17 2024-05-30
VANGUARD MID-CAP ETF INDEX P 2024-09-16 2024-09-23
VANGUARD VALUE ETF INDEX P 2024-08-06 2024-08-30
VISA INC CL A P 2024-04-09 2024-06-20
WEX INC COM P 2024-04-09 2024-05-30
ISHARES CORE U.S. AGGREGATE P 2012-07-17 2024-04-09
VANGUARD INST INDEX INST P 2009-06-23 2024-04-09
VANGUARD INST INDEX INST P 2007-06-22 2024-04-05
VANGUARD INST INDEX INST P 2014-06-20 2024-04-05
VANGUARD INST INDEX INST P 2017-12-22 2024-04-05
VANGUARD INST INDEX INST P 2020-03-25 2024-04-05
VANGUARD INST INDEX INST P 2022-03-22 2024-04-05
ADVANCED MICRO DEVICES P 2024-03-24 2024-05-13
HALLIBURTON CO P 2024-05-14 2024-07-30
ISHARES S&P MIDCAP 400 INDEX P 2024-12-05 2024-12-17
NVIDIA CORPORATION P 2024-06-08 2024-07-30
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-09 2024-10-17
VISA INC CL A P 2024-03-24 2024-05-31
BLACKROCK INC P 2024-04-09 2024-04-16
ISHARES GLOBAL 100 ETF P 2024-12-18 2024-12-19
JPMORGAN CHASE & CO P 2024-08-28 2024-09-16
SALESFORCE INC P 2024-07-01 2024-07-19
ULTA BEAUTY INC P 2024-04-09 2024-04-11
JPMORGAN CHASE & CO P 2024-12-11 2024-12-13
ABBVIE INC COM P 2024-08-01 2024-11-14
ADOBE INC P 2024-07-19 2024-08-23
ADVANCED MICRO DEVICES P 2024-06-13 2024-09-13
AMAZON COM INC P 2024-07-18 2024-10-17
APPLE INC P 2024-05-14 2024-09-05
BALL CORP P 2024-09-23 2024-11-14
BLACKROCK INC P 2024-07-01 2024-08-02
BLOCK INC CL A P 2024-04-09 2024-04-16
CAE INC P 2024-07-01 2024-08-06
CHEVRON CORP P 2024-10-17 2024-12-12
CHEWY INC CL A P 2024-06-13 2024-07-18
CONSTELLATION ENERGY CORP P 2024-12-16 2024-12-27
CROWN CASTLE INC P 2024-04-09 2024-04-16
DEXCOM INC P 2024-04-09 2024-05-13
EATON CORP PLC SHS P 2024-04-09 2024-07-30
FIRST SOLAR INC COM P 2024-05-07 2024-11-14
FREEPORT-MCMORAN CL-B P 2024-09-27 2024-10-16
GENL DYNAMICS CORP P 2024-11-11 2024-12-16
HOME DEPOT INC P 2024-04-09 2024-05-30
ISHARES INC MSCI JAPAN ETF P 2024-04-09 2024-06-18
ISHARES MSCI ACWI ETF P 2024-05-30 2024-06-13
ISHARES RUSSELL 1000 GRW ETF P 2024-04-16 2024-07-19
ISHARES RUSSELL 1000 VALUE ETF P 2024-04-16 2024-05-17
ISHARES S&P MIDCAP 400 INDEX P 2024-07-01 2024-07-02
JPMORGAN CHASE & CO P 2024-04-09 2024-08-02
MEDTRONIC PLC SHS P 2024-04-09 2024-11-08
META PLATFORMS INC CL A P 2024-09-05 2024-10-04
MICROSOFT CORP P 2024-04-09 2024-08-28
MSCI INC COM P 2024-09-23 2024-11-05
NEXTERA ENERGY INC P 2024-05-17 2024-05-31
NOVARTIS AG ADR P 2024-04-09 2024-05-14
PACCAR INC P 2024-04-09 2024-05-13
PERFORMANCE FOOD GROUP CO P 2024-05-01 2024-08-06
QUALCOMM INC P 2024-04-09 2024-06-20
SALESFORCE INC P 2024-07-01 2024-08-06
SENSATA TECHNOLOGIES HLDG PLC P 2024-04-09 2024-04-16
SHOPIFY INC P 2024-04-09 2024-04-16
SPDR S&P 500 ETF TRUST P 2024-08-08 2024-09-09
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-12-18
STARBUCKS CORP WASHINGTON P 2024-06-13 2024-09-26
TESLA INC P 2024-06-20 2024-07-19
T-MOBILE US INC COM P 2024-04-09 2024-11-04
TRADE DESK INC CLASS A P 2024-07-01 2024-07-30
TRANSUNION P 2024-05-17 2024-05-30
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UNITEDHEALTH GP INC P 2024-07-19 2024-08-02
VALERO ENERGY CP DELA NEW P 2024-04-09 2024-04-16
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VISA INC CL A P 2024-04-09 2024-05-31
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VANGUARD INST INDEX INST P 2014-09-19 2024-04-05
VANGUARD INST INDEX INST P 2018-03-15 2024-04-05
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AMAZON COM INC P 2024-03-24 2024-05-13
HALLIBURTON CO P 2024-04-02 2024-04-16
ISHARES S&P MIDCAP 400 INDEX P 2024-12-08 2024-12-17
NVIDIA CORPORATION P 2024-07-07 2024-07-30
TESLA INC P 2024-04-02 2024-04-16
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ISHARES RUSSELL 1000 GRW ETF P 2024-04-16 2024-07-01
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JOHNSON & JOHNSON P 2024-08-28 2024-12-16
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MEDTRONIC PLC SHS P 2024-04-09 2024-11-08
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MSCI INC COM P 2024-05-17 2024-07-19
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PALO ALTO NETWORKS INC P 2024-04-09 2024-12-16
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SERVICENOW INC P 2024-07-01 2024-07-18
SONY GROUP CORPORATION ADR P 2024-04-09 2024-05-13
SPDR S&P 500 ETF TRUST P 2024-08-06 2024-09-06
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-12-12
STARBUCKS CORP WASHINGTON P 2024-06-13 2024-08-28
TESLA INC P 2024-04-09 2024-04-16
T-MOBILE US INC COM P 2024-04-09 2024-11-04
TRADE DESK INC CLASS A P 2024-04-09 2024-04-16
TRANSUNION P 2024-04-09 2024-04-16
UBER TECHNOLOGIES INC P 2024-04-11 2024-05-13
UNITEDHEALTH GP INC P 2024-04-09 2024-07-18
VANGUARD GROWTH ETF P 2024-11-18 2024-11-19
VANGUARD MID-CAP ETF INDEX P 2024-08-06 2024-09-06
VANGUARD VALUE ETF INDEX P 2024-06-13 2024-07-01
VISA INC CL A P 2024-04-09 2024-05-31
WORKDAY INC CL A P 2024-07-01 2024-08-06
VANGUARD FTSE EMERGING MARKETS P 2014-11-20 2024-04-09
VANGUARD INST INDEX INST P 2010-06-28 2024-04-09
VANGUARD INST INDEX INST P 2007-12-21 2024-04-05
VANGUARD INST INDEX INST P 2014-12-19 2024-04-05
VANGUARD INST INDEX INST P 2018-06-15 2024-04-05
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VANGUARD INST INDEX INST P 2022-03-22 2024-04-05
APPLE INC P 2024-06-29 2024-08-06
HALLIBURTON CO P 2024-04-04 2024-04-16
ISHARES S&P MIDCAP 400 INDEX P 2024-12-09 2024-12-17
PINTEREST INC CL A P 2024-04-02 2024-04-16
THE CIGNA GROUP P 2024-04-01 2024-05-30
ADVANCED MICRO DEVICES P 2024-04-09 2024-04-25
CONSTELLATION ENERGY CORP P 2024-12-16 2024-12-19
ISHARES RUSSELL 1000 ETF P 2024-07-18 2024-07-19
MICROSOFT CORP P 2024-04-09 2024-08-28
SALESFORCE INC P 2024-04-09 2024-04-16
VANGUARD MID-CAP ETF INDEX P 2024-05-30 2024-06-13
S&P GLOBAL INC COM P 2024-04-07 2024-04-16
ABBVIE INC COM P 2024-08-02 2024-11-14
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ISHARES RUSSELL 1000 GRW ETF P 2024-06-18 2024-07-01
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JOHNSON & JOHNSON P 2024-08-28 2024-12-16
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MSCI INC COM P 2024-04-09 2024-04-16
NORTHROP GRUMMAN CP(HLDG CO) P 2024-04-09 2024-12-12
NOVO NORDISK A/S ADR P 2024-04-09 2024-10-16
PALO ALTO NETWORKS INC P 2024-04-09 2024-12-16
PINTEREST INC CL A P 2024-08-30 2024-11-14
REPUBLIC SERVICES INC P 2024-04-09 2024-07-26
SALESFORCE INC P 2024-07-01 2024-08-06
SERVICENOW INC P 2024-07-02 2024-07-18
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-30 2024-12-12
SPDR S&P 500 ETF TRUST P 2024-08-01 2024-08-30
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-12-03
STARBUCKS CORP WASHINGTON P 2024-06-20 2024-08-28
TESLA INC P 2024-04-09 2024-04-16
T-MOBILE US INC COM P 2024-04-09 2024-08-28
TRANE TECHNOLOGIES PLC P 2024-11-08 2024-12-27
TWILIO INC CL A P 2024-11-04 2024-12-18
UBS GROUP AG SHS P 2024-05-17 2024-08-06
UNITEDHEALTH GP INC P 2024-04-25 2024-07-18
VANGUARD GROWTH ETF P 2024-07-30 2024-09-05
VANGUARD MID-CAP ETF INDEX P 2024-04-16 2024-07-19
VANGUARD VALUE ETF INDEX P 2024-06-14 2024-07-01
VISA INC CL A P 2024-04-09 2024-05-31
WORKDAY INC CL A P 2024-07-01 2024-07-19
VANGUARD FTSE EMERGING MARKETS P 2014-11-20 2024-04-09
VANGUARD INST INDEX INST P 2010-09-27 2024-04-09
VANGUARD INST INDEX INST P 2009-09-28 2024-04-05
VANGUARD INST INDEX INST P 2015-03-26 2024-04-05
VANGUARD INST INDEX INST P 2018-09-21 2024-04-05
VANGUARD INST INDEX INST P 2020-09-28 2024-04-05
VANGUARD INST INDEX INST P 2022-06-22 2024-04-05
ARES MANAGEMENT CORP CL A P 2024-06-27 2024-08-06
HOME DEPOT INC P 2024-12-07 2024-12-27
ISHARES S&P MIDCAP 400 INDEX P 2024-07-27 2024-08-30
PROLOGIS INC COM P 2024-04-02 2024-04-16
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AMAZON COM INC P 2024-07-18 2024-09-13
DOCUSIGN INC P 2024-07-16 2024-07-19
ISHARES RUSSELL 1000 VALUE ETF P 2024-05-30 2024-07-01
MICROSOFT CORP P 2024-04-09 2024-08-28
SHERWIN WILLIAMS COMPANY OHIO P 2024-04-09 2024-04-16
VANGUARD TTL WRLD STK INDX P 2024-11-19 2024-11-20
VANGUARD INST INDEX INST P 2001-01-01 2024-04-09
ABBVIE INC COM P 2024-08-02 2024-11-14
ADOBE INC P 2024-04-09 2024-05-30
ADVANCED MICRO DEVICES P 2024-04-09 2024-05-13
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APPLE INC P 2024-07-19 2024-08-06
BANK OF AMERICA CORP P 2024-12-18 2024-12-19
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BLOOM ENERGY CORP COM CL A P 2024-09-05 2024-09-16
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CHEVRON CORP P 2024-07-19 2024-09-16
CHEWY INC CL A P 2024-06-13 2024-06-20
CORNING INC P 2024-04-09 2024-11-05
DEERE & CO P 2024-07-01 2024-08-02
DOCUSIGN INC P 2024-07-16 2024-08-06
ELI LILLY & CO P 2024-09-13 2024-11-14
FIRST SOLAR INC COM P 2024-09-06 2024-09-13
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ISHARES RUSSELL 1000 GRW ETF P 2024-04-16 2024-06-13
ISHARES RUSSELL MIDCAP G ETF P 2024-04-09 2024-07-29
JOHNSON & JOHNSON P 2024-09-26 2024-12-16
JPMORGAN CHASE & CO P 2024-05-14 2024-08-01
MEDTRONIC PLC SHS P 2024-04-09 2024-07-22
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MICROSOFT CORP P 2024-04-09 2024-07-23
NETFLIX INC P 2024-04-09 2024-12-13
NORTHROP GRUMMAN CP(HLDG CO) P 2024-04-09 2024-12-12
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PALO ALTO NETWORKS INC P 2024-04-09 2024-12-13
PINTEREST INC CL A P 2024-08-30 2024-11-14
REPUBLIC SERVICES INC P 2024-07-01 2024-07-26
SALESFORCE INC P 2024-05-17 2024-05-30
SERVICENOW INC P 2024-05-17 2024-05-30
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-30 2024-12-12
SPDR S&P 500 ETF TRUST P 2024-08-01 2024-08-30
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-12-03
STARBUCKS CORP WASHINGTON P 2024-06-20 2024-08-28
THE CIGNA GROUP P 2024-07-01 2024-09-27
T-MOBILE US INC COM P 2024-08-02 2024-08-28
TRANE TECHNOLOGIES PLC P 2024-11-11 2024-12-27
TWILIO INC CL A P 2024-11-05 2024-12-18
UBS GROUP AG SHS P 2024-04-09 2024-04-16
UNITEDHEALTH GP INC P 2024-04-25 2024-07-18
VANGUARD GROWTH ETF P 2024-07-30 2024-09-03
VANGUARD MID-CAP ETF INDEX P 2024-05-30 2024-07-19
VANGUARD VALUE ETF INDEX P 2024-06-18 2024-07-01
WALMART INC P 2024-04-09 2024-08-02
WORKDAY INC CL A P 2024-04-25 2024-05-30
VANGUARD FTSE EMERGING MARKETS P 2014-11-20 2024-04-09
VANGUARD INST INDEX INST P 2010-12-28 2024-04-09
VANGUARD INST INDEX INST P 2010-12-28 2024-04-05
VANGUARD INST INDEX INST P 2015-06-19 2024-04-05
VANGUARD INST INDEX INST P 2018-12-18 2024-04-05
VANGUARD INST INDEX INST P 2020-12-29 2024-04-05
VANGUARD INST INDEX INST P 2022-09-22 2024-04-05
ARES MANAGEMENT CORP CL A P 2024-06-28 2024-08-06
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ISHARES S&P MIDCAP 400 INDEX P 2024-07-27 2024-08-06
REPUBLIC SERVICES INC P 2024-06-06 2024-07-26
T-MOBILE US INC COM P 2024-04-01 2024-04-25
AMAZON COM INC P 2024-07-18 2024-09-13
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ISHARES MSCI ACWI ETF P 2024-11-14 2024-11-18
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ISHARES RUSSELL 1000 GRW ETF P 2024-05-30 2024-06-13
ISHARES RUSSELL MIDCAP V ETF P 2024-04-09 2024-07-29
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NVIDIA CORPORATION P 2024-12-12 2024-12-13
PALO ALTO NETWORKS INC P 2024-04-09 2024-08-01
PINTEREST INC CL A P 2024-08-30 2024-11-14
REPUBLIC SERVICES INC P 2024-04-09 2024-07-25
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SERVICENOW INC P 2024-04-09 2024-04-16
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-30 2024-10-17
SPDR S&P 500 ETF TRUST P 2024-08-02 2024-08-30
SPOTIFY TECHNOLOGY SA P 2024-08-23 2024-12-03
STARBUCKS CORP WASHINGTON P 2024-04-09 2024-05-13
THE CIGNA GROUP P 2024-07-01 2024-09-26
T-MOBILE US INC COM P 2024-08-02 2024-08-28
TRANE TECHNOLOGIES PLC P 2024-11-12 2024-12-27
TWILIO INC CL A P 2024-04-09 2024-05-30
ULTA BEAUTY INC P 2024-05-17 2024-07-30
UNITEDHEALTH GP INC P 2024-04-25 2024-05-07
VANGUARD GROWTH ETF P 2024-07-30 2024-08-30
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VERISK ANALYTICS INC COM P 2024-04-09 2024-07-16
WALT DISNEY CO HLDG CO P 2024-08-30 2024-10-17
YETI HOLDINGS INC P 2024-04-09 2024-11-05
VANGUARD FTSE EMERGING MARKETS P 2014-11-20 2024-04-09
VANGUARD INST INDEX INST P 2011-03-30 2024-04-09
VANGUARD INST INDEX INST P 2011-12-27 2024-04-09
VANGUARD INST INDEX INST P 2015-09-18 2024-04-05
VANGUARD INST INDEX INST P 2018-12-18 2024-04-05
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BLACKROCK INC P 2024-12-07 2024-12-19
ILLUMINA INC P 2024-04-02 2024-04-16
ISHARES S&P MIDCAP 400 INDEX P 2024-07-27 2024-08-06
REPUBLIC SERVICES INC P 2024-03-18 2024-05-30
UBER TECHNOLOGIES INC P 2024-06-01 2024-07-30
AMAZON COM INC P 2024-07-18 2024-09-13
HALLIBURTON CO P 2024-05-17 2024-06-20
ISHARES S&P MIDCAP 400 INDEX P 2024-12-06 2024-12-17
NVIDIA CORPORATION P 2024-12-12 2024-12-13
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ADOBE INC P 2024-08-02 2024-12-27
ADVANCED MICRO DEVICES P 2024-07-29 2024-12-16
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CHEVRON CORP P 2024-07-23 2024-09-16
CHEWY INC CL A P 2024-04-11 2024-05-13
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DEERE & CO P 2024-07-01 2024-07-19
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ILLUMINA INC P 2024-05-17 2024-05-30
ISHARES MSCI ACWI ETF P 2024-09-16 2024-10-17
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ISHARES RUSSELL 1000 GRW ETF P 2024-04-16 2024-05-17
ISHARES S&P 500 GRWTH ETF P 2024-12-06 2024-12-11
JOHNSON & JOHNSON P 2024-09-27 2024-12-16
L3HARRIS TECHNOLOGIES INC P 2024-06-17 2024-11-04
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META PLATFORMS INC CL A P 2024-06-13 2024-07-30
MICROSOFT CORP P 2024-04-09 2024-06-26
NETFLIX INC P 2024-04-09 2024-11-08
NORTHROP GRUMMAN CP(HLDG CO) P 2024-04-09 2024-12-12
NVIDIA CORPORATION P 2024-08-30 2024-11-08
PALO ALTO NETWORKS INC P 2024-04-09 2024-08-01
PINTEREST INC CL A P 2024-05-17 2024-07-30
REPUBLIC SERVICES INC P 2024-04-09 2024-07-25
SAP AG P 2024-04-09 2024-12-12
SERVICENOW INC P 2024-04-09 2024-04-11
SPDR S&P 500 ETF TRUST P 2024-11-14 2024-11-18
SPDR S&P 500 ETF TRUST P 2024-08-06 2024-08-30
SPOTIFY TECHNOLOGY SA P 2024-08-23 2024-10-04
STARBUCKS CORP WASHINGTON P 2024-04-09 2024-05-13
THE CIGNA GROUP P 2024-07-01 2024-09-26
T-MOBILE US INC COM P 2024-08-23 2024-08-28
TRANE TECHNOLOGIES PLC P 2024-11-13 2024-12-27
UBER TECHNOLOGIES INC P 2024-08-30 2024-12-16
ULTA BEAUTY INC P 2024-05-17 2024-07-30
UNITEDHEALTH GP INC P 2024-04-25 2024-05-07
VANGUARD GROWTH ETF P 2024-07-01 2024-07-02
VANGUARD MID-CAP ETF INDEX P 2024-06-18 2024-07-01
VERISK ANALYTICS INC COM P 2024-04-09 2024-07-16
WALT DISNEY CO HLDG CO P 2024-06-13 2024-07-30
ZOOM VIDEO COMMUNICATIONS-A P 2024-07-01 2024-08-06
VANGUARD INST INDEX INST P 2001-01-01 2024-04-09
VANGUARD INST INDEX INST P 2011-06-29 2024-04-09
VANGUARD INST INDEX INST P 2012-03-29 2024-04-05
VANGUARD INST INDEX INST P 2015-12-18 2024-04-05
VANGUARD INST INDEX INST P 2018-12-18 2024-04-05
VANGUARD INST INDEX INST P 2020-12-29 2024-04-05
VANGUARD INST INDEX INST P 2022-12-28 2024-04-05
BLACKROCK INC P 2024-05-04 2024-05-30
IQVIA HOLDINGS INC P 2024-04-07 2024-04-16
JOHNSON & JOHNSON P 2024-05-04 2024-05-30
S&P GLOBAL INC COM P 2024-04-02 2024-04-16
UBER TECHNOLOGIES INC P 2024-04-03 2024-05-13
AMAZON COM INC P 2024-04-09 2024-04-25
HALLIBURTON CO P 2024-05-17 2024-06-20
ISHARES S&P MIDCAP 400 INDEX P 2024-12-09 2024-12-17
NVIDIA CORPORATION P 2024-06-20 2024-07-30
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-30 2024-10-04
VANGUARD VALUE ETF INDEX P 2024-12-06 2024-12-17
ADOBE INC P 2024-08-02 2024-12-27
ADVANCED MICRO DEVICES P 2024-07-29 2024-12-16
ALPHABET INC CL A P 2024-05-14 2024-08-06
APOLLO GLOBAL MGMT INC CL A P 2024-04-09 2024-05-01
ASTRAZENECA PLC ADR P 2024-05-14 2024-11-14
BANK OF AMERICA CORP P 2024-05-17 2024-05-31
BLACKSTONE INC P 2024-07-22 2024-08-08
BOOKING HOLDINGS INC P 2024-09-09 2024-12-12
CBOE GLOBAL MARKETS INC P 2024-07-19 2024-11-11
CHEVRON CORP P 2024-07-23 2024-09-16
CIENA CORP NEW P 2024-05-17 2024-12-18
CORNING INC P 2024-04-09 2024-07-16
DEERE & CO P 2024-04-09 2024-05-30
DOMINOS PIZZA INC P 2024-04-09 2024-07-30
EMBRAER S A ADR P 2024-05-14 2024-12-12
FIVE BELOW P 2024-07-19 2024-07-30
GENL DYNAMICS CORP P 2024-08-29 2024-12-16
HALLIBURTON CO P 2024-06-17 2024-08-06
ILLUMINA INC P 2024-04-09 2024-04-16
ISHARES MSCI ACWI ETF P 2024-10-16 2024-10-17
ISHARES MSCI SOUTH KOREA ETF P 2024-04-09 2024-04-16
ISHARES RUSSELL 1000 GRW ETF P 2024-05-13 2024-05-17
ISHARES S&P 500 GRWTH ETF P 2024-12-09 2024-12-11
JOHNSON & JOHNSON P 2024-09-27 2024-12-16
LINDE PLC P 2024-07-01 2024-12-16
MERCADOLIBRE INC P 2024-05-17 2024-06-18
META PLATFORMS INC CL A P 2024-06-13 2024-07-30
MICROSOFT CORP P 2024-04-09 2024-06-26
NETFLIX INC P 2024-04-09 2024-11-08
NORTHROP GRUMMAN CP(HLDG CO) P 2024-04-09 2024-12-12
NVIDIA CORPORATION P 2024-08-30 2024-09-13
PALO ALTO NETWORKS INC P 2024-04-09 2024-05-06
PINTEREST INC CL A P 2024-05-17 2024-07-30
REPUBLIC SERVICES INC P 2024-07-01 2024-07-25
SAP AG P 2024-04-09 2024-05-14
SHERWIN WILLIAMS COMPANY OHIO P 2024-05-17 2024-08-02
SPDR S&P 500 ETF TRUST P 2024-10-16 2024-10-17
SPDR S&P 500 ETF TRUST P 2024-04-16 2024-07-19
SPOTIFY TECHNOLOGY SA P 2024-08-23 2024-10-04
TAIWAN SMCNDCTR MFG CO LTD ADR P 2024-04-09 2024-08-02
THE CIGNA GROUP P 2024-07-01 2024-09-06
T-MOBILE US INC COM P 2024-08-23 2024-08-28
TRANSDIGM GROUP INC P 2024-08-30 2024-12-16
UBER TECHNOLOGIES INC P 2024-08-30 2024-12-16
ULTA BEAUTY INC P 2024-05-17 2024-06-20
UNITY SOFTWARE INC P 2024-12-16 2024-12-27
VANGUARD INST INDEX INST P 2024-03-22 2024-04-05
VANGUARD MID-CAP ETF INDEX P 2024-04-16 2024-05-17
VERIZON COMMUNICATIONS P 2024-04-09 2024-11-08
WALT DISNEY CO HLDG CO P 2024-06-13 2024-07-30
ZOOM VIDEO COMMUNICATIONS-A P 2024-05-17 2024-05-30
VANGUARD INST INDEX INST P 2005-06-24 2024-04-09
VANGUARD INST INDEX INST P 2011-09-29 2024-04-09
VANGUARD INST INDEX INST P 2012-06-28 2024-04-05
VANGUARD INST INDEX INST P 2016-03-16 2024-04-05
VANGUARD INST INDEX INST P 2019-03-27 2024-04-05
VANGUARD INST INDEX INST P 2021-03-24 2024-04-05
VANGUARD INST INDEX INST P 2023-03-23 2024-04-05
BLACKROCK INC P 2024-04-21 2024-05-30
IQVIA HOLDINGS INC P 2024-04-02 2024-04-16
JOHNSON & JOHNSON P 2024-04-02 2024-04-16
S&P GLOBAL INC COM P 2024-03-31 2024-04-16
ULTA BEAUTY INC P 2024-04-07 2024-04-16
ANALOG DEVICES INC P 2024-12-16 2024-12-19
HALLIBURTON CO P 2024-04-09 2024-04-16
ISHARES S&P MIDCAP 400 INDEX P 2024-12-10 2024-12-17
NVIDIA CORPORATION P 2024-06-20 2024-07-30
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-30 2024-10-04
VANGUARD VALUE ETF INDEX P 2024-12-09 2024-12-17
ADOBE INC P 2024-11-18 2024-12-27
ADVANCED MICRO DEVICES P 2024-08-02 2024-12-16
ALPHABET INC CL A P 2024-05-14 2024-08-06
APPLE INC P 2024-05-14 2024-12-03
ATLASSIAN CORPORATION CL A P 2024-10-04 2024-11-04
BANK OF AMERICA CORP P 2024-04-09 2024-04-16
BLOCK INC CL A P 2024-08-30 2024-12-03
BOOKING HOLDINGS INC P 2024-04-09 2024-08-08
CBOE GLOBAL MARKETS INC P 2024-07-19 2024-11-08
CHEVRON CORP P 2024-08-02 2024-09-16
CIENA CORP NEW P 2024-04-09 2024-04-16
CORNING INC P 2024-04-09 2024-06-27
DEERE & CO P 2024-04-09 2024-05-06
DOMINOS PIZZA INC P 2024-04-09 2024-05-07
ETSY INC COM P 2024-09-06 2024-12-18
FIVE BELOW P 2024-05-17 2024-06-18
GENL DYNAMICS CORP P 2024-09-05 2024-12-16
HALLIBURTON CO P 2024-05-17 2024-07-30
IQVIA HOLDINGS INC P 2024-07-19 2024-11-14
ISHARES MSCI ACWI ETF P 2024-08-06 2024-09-09
ISHARES RUSSELL 1000 ETF P 2024-11-18 2024-11-19
ISHARES RUSSELL 1000 GRW ETF P 2024-04-16 2024-05-10
ISHARES S&P MIDCAP 400 INDEX P 2024-12-16 2024-12-17
JOHNSON & JOHNSON P 2024-10-17 2024-12-16
LINDE PLC P 2024-07-01 2024-12-13
MERCADOLIBRE INC P 2024-04-09 2024-04-16
META PLATFORMS INC CL A P 2024-06-13 2024-07-30
MONGODB INC CL A P 2024-06-17 2024-07-29
NETFLIX INC P 2024-04-09 2024-09-05
NORTHROP GRUMMAN CP(HLDG CO) P 2024-04-09 2024-10-18
NVIDIA CORPORATION P 2024-08-30 2024-09-13
PERFORMANCE FOOD GROUP CO P 2024-09-06 2024-12-04
PINTEREST INC CL A P 2024-04-09 2024-04-16
REPUBLIC SERVICES INC P 2024-04-09 2024-07-24
SCHLUMBERGER LTD P 2024-10-17 2024-12-27
SHERWIN WILLIAMS COMPANY OHIO P 2024-05-17 2024-07-23
SPDR S&P 500 ETF TRUST P 2024-10-07 2024-10-15
SPDR S&P 500 ETF TRUST P 2024-04-16 2024-07-01
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-08-02
TERADYNE INC P 2024-08-02 2024-11-14
THE CIGNA GROUP P 2024-07-19 2024-09-06
T-MOBILE US INC COM P 2024-04-09 2024-05-07
TRANSDIGM GROUP INC P 2024-08-30 2024-12-16
UBER TECHNOLOGIES INC P 2024-08-30 2024-12-03
ULTA BEAUTY INC P 2024-04-09 2024-04-16
UNITY SOFTWARE INC P 2024-12-17 2024-12-27
VANGUARD INST INDEX INST P 2024-03-22 2024-04-05
VANGUARD MID-CAP ETF INDEX P 2024-05-13 2024-05-17
VERIZON COMMUNICATIONS P 2024-04-09 2024-11-07
WALT DISNEY CO HLDG CO P 2024-04-09 2024-05-13
ZOOM VIDEO COMMUNICATIONS-A P 2024-04-09 2024-04-16
VANGUARD INST INDEX INST P 2006-03-17 2024-04-09
VANGUARD INST INDEX INST P 2001-01-01 2024-04-05
VANGUARD INST INDEX INST P 2012-09-27 2024-04-05
VANGUARD INST INDEX INST P 2016-06-16 2024-04-05
VANGUARD INST INDEX INST P 2019-03-27 2024-04-05
VANGUARD INST INDEX INST P 2021-03-24 2024-04-05
VANGUARD INST INDEX INST P 2023-03-23 2024-04-05
BLACKROCK INC P 2024-04-02 2024-04-16
ISHARES MSCI ACWI ETF P 2024-07-17 2024-08-30
JPMORGAN CHASE & CO P 2024-12-11 2024-12-13
SALESFORCE INC P 2024-06-13 2024-08-06
ULTA BEAUTY INC P 2024-04-02 2024-04-16
APPLE INC P 2024-07-18 2024-08-06
HALLIBURTON CO P 2024-04-09 2024-04-16
ISHARES S&P MIDCAP 400 INDEX P 2024-07-15 2024-07-18
NVIDIA CORPORATION P 2024-07-19 2024-07-30
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-06-26 2024-07-19
VANGUARD VALUE ETF INDEX P 2024-08-29 2024-08-30
ADOBE INC P 2024-11-18 2024-12-27
ADVANCED MICRO DEVICES P 2024-08-02 2024-12-16
ALPHABET INC CL A P 2024-05-14 2024-08-06
APPLE INC P 2024-05-14 2024-11-08
ATLASSIAN CORPORATION CL A P 2024-06-13 2024-08-06
BECTON DICKINSON & CO P 2024-04-09 2024-05-30
BLOCK INC CL A P 2024-10-04 2024-12-03
BOOKING HOLDINGS INC P 2024-04-09 2024-05-14
CBOE GLOBAL MARKETS INC P 2024-07-19 2024-09-05
CHEVRON CORP P 2024-08-02 2024-09-16
CME GROUP INC P 2024-04-09 2024-06-18
CORNING INC P 2024-04-09 2024-06-27
DELL TECHNOLOGIES INC CL C P 2024-08-30 2024-09-26
DOMINOS PIZZA INC P 2024-04-09 2024-04-11
ETSY INC COM P 2024-06-13 2024-08-06
FIVE BELOW P 2024-04-09 2024-04-16
GENL DYNAMICS CORP P 2024-09-05 2024-12-16
HALLIBURTON CO P 2024-05-17 2024-07-30
IQVIA HOLDINGS INC P 2024-07-19 2024-11-14
ISHARES MSCI ACWI ETF P 2024-07-30 2024-09-06
ISHARES RUSSELL 1000 ETF P 2024-11-18 2024-11-19
ISHARES RUSSELL 1000 VALUE ETF P 2024-11-14 2024-11-18
ISHARES S&P MIDCAP 400 INDEX P 2024-11-18 2024-11-27
JOHNSON & JOHNSON P 2024-11-07 2024-12-16
LINDE PLC P 2024-04-09 2024-05-30
MERCK & CO INC NEW COM P 2024-08-30 2024-11-14
META PLATFORMS INC CL A P 2024-06-13 2024-07-19
MONSTER BEVERAGE CORP NEW COM P 2024-07-01 2024-08-08
NETFLIX INC P 2024-04-09 2024-08-01
NORTHROP GRUMMAN CP(HLDG CO) P 2024-08-01 2024-10-18
NVIDIA CORPORATION P 2024-06-20 2024-07-30
PERFORMANCE FOOD GROUP CO P 2024-09-06 2024-12-03
PINTEREST INC CL A P 2024-04-09 2024-04-16
REPUBLIC SERVICES INC P 2024-04-09 2024-07-24
SCHLUMBERGER LTD P 2024-12-06 2024-12-27
SHERWIN WILLIAMS COMPANY OHIO P 2024-04-09 2024-04-16
SPDR S&P 500 ETF TRUST P 2024-10-08 2024-10-15
SPDR S&P 500 ETF TRUST P 2024-05-30 2024-07-01
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-08-02
TERADYNE INC P 2024-08-02 2024-11-04
THE CIGNA GROUP P 2024-07-01 2024-09-05
T-MOBILE US INC COM P 2024-04-09 2024-05-07
TRANSDIGM GROUP INC P 2024-10-17 2024-12-16
UBER TECHNOLOGIES INC P 2024-08-30 2024-10-04
UNITEDHEALTH GP INC P 2024-11-08 2024-12-16
UNITY SOFTWARE INC P 2024-11-05 2024-11-14
VANGUARD INST INDEX INST P 2024-03-22 2024-04-05
VANGUARD TTL WRLD STK INDX P 2024-11-18 2024-11-20
VERIZON COMMUNICATIONS P 2024-04-09 2024-04-17
WALT DISNEY CO HLDG CO P 2024-04-09 2024-05-13
COSTCO WHOLESALE CORP NEW P 2001-12-12 2024-04-09
VANGUARD INST INDEX INST P 2006-06-23 2024-04-09
VANGUARD INST INDEX INST P 2005-03-23 2024-04-05
VANGUARD INST INDEX INST P 2012-12-26 2024-04-05
VANGUARD INST INDEX INST P 2016-09-16 2024-04-05
VANGUARD INST INDEX INST P 2019-06-14 2024-04-05
VANGUARD INST INDEX INST P 2021-03-24 2024-04-05
VANGUARD INST INDEX INST P 2023-06-28 2024-04-05
BLACKROCK INC P 2024-03-26 2024-04-16
ISHARES RUSSELL 1000 ETF P 2024-07-29 2024-08-30
JPMORGAN CHASE & CO P 2024-12-11 2024-12-13
SALESFORCE INC P 2024-05-04 2024-05-30
VANGUARD GROWTH ETF P 2024-07-29 2024-08-30
ARES MANAGEMENT CORP CL A P 2024-07-16 2024-08-06
HOME DEPOT INC P 2024-12-13 2024-12-27
ISHARES S&P MIDCAP 400 INDEX P 2024-07-15 2024-07-18
PINTEREST INC CL A P 2024-04-09 2024-04-16
TESLA INC P 2024-04-09 2024-04-16
VANGUARD VALUE ETF INDEX P 2024-06-17 2024-07-01
ADOBE INC P 2024-07-01 2024-10-16
ADVANCED MICRO DEVICES P 2024-06-13 2024-11-14
ALPHABET INC CL A P 2024-06-20 2024-08-06
APPLE INC P 2024-05-14 2024-11-04
ATLASSIAN CORPORATION CL A P 2024-06-13 2024-07-19
BLACKROCK INC P 2024-07-01 2024-12-19
BLOCK INC CL A P 2024-10-04 2024-12-03
BOX INC. CL A P 2024-04-09 2024-04-16
CBOE GLOBAL MARKETS INC P 2024-04-09 2024-06-18
CHEVRON CORP P 2024-05-14 2024-06-18
COLGATE PALMOLIVE CO P 2024-04-09 2024-08-28
CORNING INC P 2024-04-09 2024-06-26
DELL TECHNOLOGIES INC CL C P 2024-04-09 2024-07-30
EATON CORP PLC SHS P 2024-11-07 2024-12-27
ETSY INC COM P 2024-06-13 2024-07-29
FOMENTO ECONOMICO MEXICANO P 2024-08-30 2024-10-16
GENL DYNAMICS CORP P 2024-09-06 2024-12-16
HALLIBURTON CO P 2024-05-17 2024-07-30
IQVIA HOLDINGS INC P 2024-07-19 2024-11-04
ISHARES MSCI ACWI ETF P 2024-08-06 2024-09-06
ISHARES RUSSELL 1000 ETF P 2024-07-30 2024-08-30
ISHARES RUSSELL 1000 VALUE ETF P 2024-10-16 2024-10-17
ISHARES S&P MIDCAP 400 INDEX P 2024-11-18 2024-11-27
JOHNSON & JOHNSON P 2024-11-07 2024-12-16
LIVERAMP HOLDINGS INC P 2024-07-01 2024-08-06
MERCK & CO INC NEW COM P 2024-08-30 2024-11-14
META PLATFORMS INC CL A P 2024-04-09 2024-05-13
MONSTER BEVERAGE CORP NEW COM P 2024-08-01 2024-08-08
NETFLIX INC P 2024-04-09 2024-08-01
NORTHROP GRUMMAN CP(HLDG CO) P 2024-08-01 2024-10-18
NVIDIA CORPORATION P 2024-06-20 2024-07-30
PERFORMANCE FOOD GROUP CO P 2024-09-06 2024-11-05
PPG INDUSTRIES INC P 2024-04-09 2024-04-16
REPUBLIC SERVICES INC P 2024-04-09 2024-07-23
SCHLUMBERGER LTD P 2024-07-25 2024-09-16
SHOPIFY INC P 2024-09-23 2024-12-03
SPDR S&P 500 ETF TRUST P 2024-10-08 2024-10-14
SPDR S&P 500 ETF TRUST P 2024-06-18 2024-07-01
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-06-20
TESLA INC P 2024-05-17 2024-12-13
THE CIGNA GROUP P 2024-07-19 2024-09-05
T-MOBILE US INC COM P 2024-04-09 2024-05-07
TRANSDIGM GROUP INC P 2024-10-17 2024-12-16
UBER TECHNOLOGIES INC P 2024-06-13 2024-07-30
UNITEDHEALTH GP INC P 2024-11-08 2024-12-16
VALERO ENERGY CP DELA NEW P 2024-11-05 2024-12-27
VANGUARD LARGE CAP ETF P 2024-12-06 2024-12-09
VANGUARD TTL WRLD STK INDX P 2024-11-19 2024-11-20
VISA INC CL A P 2024-04-09 2024-08-06
WEBSTER FINCL CORP P 2024-05-17 2024-05-30
ISHARES CORE U.S. AGGREGATE P 2012-07-17 2024-04-09
VANGUARD INST INDEX INST P 2008-03-27 2024-04-09
VANGUARD INST INDEX INST P 2005-09-23 2024-04-05
VANGUARD INST INDEX INST P 2013-03-27 2024-04-05
VANGUARD INST INDEX INST P 2016-12-23 2024-04-05
VANGUARD INST INDEX INST P 2019-09-23 2024-04-05
VANGUARD INST INDEX INST P 2021-06-23 2024-04-05
VANGUARD INST INDEX INST P 2023-09-27 2024-04-05
BLOCK INC CL A P 2024-04-02 2024-04-16
ISHARES RUSSELL 1000 ETF P 2024-07-29 2024-08-05
JPMORGAN CHASE & CO P 2024-12-10 2024-12-13
SALESFORCE INC P 2024-04-02 2024-04-16
VANGUARD MID-CAP ETF INDEX P 2024-06-04 2024-07-01
ARES MANAGEMENT CORP CL A P 2024-07-16 2024-08-06
HOME DEPOT INC P 2024-12-13 2024-12-19
JOHNSON & JOHNSON P 2024-05-17 2024-05-30
PROLOGIS INC COM P 2024-04-09 2024-04-16
THE CIGNA GROUP P 2024-04-09 2024-04-17
VERISK ANALYTICS INC COM P 2024-04-09 2024-04-11
ADOBE INC P 2024-07-01 2024-10-16
ADVANCED MICRO DEVICES P 2024-06-13 2024-11-14
ALPHABET INC CL A P 2024-06-20 2024-08-02
APPLE INC P 2024-05-14 2024-10-17
ATLASSIAN CORPORATION CL A P 2024-04-09 2024-05-13
BLACKROCK INC P 2024-09-27 2024-12-19
BLOCK INC CL A P 2024-11-04 2024-12-03
BROADCOM INC P 2024-06-20 2024-07-30
CENTERPOINT ENERGY INC P 2024-04-09 2024-08-06
CHEVRON CORP P 2024-05-14 2024-06-18
COLGATE PALMOLIVE CO P 2024-04-09 2024-04-17
CORNING INC P 2024-04-09 2024-06-26
DEXCOM INC P 2024-06-13 2024-07-30
EATON CORP PLC SHS P 2024-11-07 2024-12-27
ETSY INC COM P 2024-04-09 2024-05-13
FOMENTO ECONOMICO MEXICANO P 2024-07-19 2024-07-30
GENL DYNAMICS CORP P 2024-10-17 2024-12-16
HALLIBURTON CO P 2024-04-09 2024-04-16
IQVIA HOLDINGS INC P 2024-07-19 2024-11-04
ISHARES MSCI ACWI ETF P 2024-08-08 2024-09-06
ISHARES RUSSELL 1000 ETF P 2024-07-01 2024-07-02
ISHARES RUSSELL 1000 VALUE ETF P 2024-08-02 2024-09-06
ISHARES S&P MIDCAP 400 INDEX P 2024-11-19 2024-11-27
JOHNSON & JOHNSON P 2024-07-01 2024-07-23
LIVERAMP HOLDINGS INC P 2024-05-17 2024-05-30
MERCK & CO INC NEW COM P 2024-09-26 2024-11-14
META PLATFORMS INC CL A P 2024-04-09 2024-05-13
MONSTER BEVERAGE CORP NEW COM P 2024-04-09 2024-05-30
NETFLIX INC P 2024-04-09 2024-04-11
NORTHROP GRUMMAN CP(HLDG CO) P 2024-08-02 2024-10-18
NVIDIA CORPORATION P 2024-07-19 2024-07-30
PERFORMANCE FOOD GROUP CO P 2024-09-06 2024-11-04
PROCTER & GAMBLE P 2024-07-19 2024-07-30
REPUBLIC SERVICES INC P 2024-07-01 2024-07-23
SCHLUMBERGER LTD P 2024-07-26 2024-09-16
SHOPIFY INC P 2024-10-04 2024-12-03
SPDR S&P 500 ETF TRUST P 2024-09-16 2024-10-01
SPDR S&P 500 ETF TRUST P 2024-05-30 2024-06-13
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-06-17
TESLA INC P 2024-06-20 2024-12-13
THE CIGNA GROUP P 2024-04-09 2024-05-30
T-MOBILE US INC COM P 2024-04-09 2024-05-06
TRANSDIGM GROUP INC P 2024-06-20 2024-07-30
UBER TECHNOLOGIES INC P 2024-06-13 2024-07-30
UNITEDHEALTH GP INC P 2024-04-09 2024-10-04
VALERO ENERGY CP DELA NEW P 2024-10-17 2024-12-16
VANGUARD MID-CAP ETF INDEX P 2024-11-14 2024-12-16
VANGUARD VALUE ETF INDEX P 2024-12-16 2024-12-17
VISA INC CL A P 2024-04-09 2024-08-06
WEBSTER FINCL CORP P 2024-04-09 2024-04-16
ISHARES CORE U.S. AGGREGATE P 2012-07-17 2024-04-09
VANGUARD INST INDEX INST P 2008-06-26 2024-04-09
VANGUARD INST INDEX INST P 2005-12-28 2024-04-05
VANGUARD INST INDEX INST P 2013-06-27 2024-04-05
VANGUARD INST INDEX INST P 2016-12-23 2024-04-05
VANGUARD INST INDEX INST P 2019-12-23 2024-04-05
VANGUARD INST INDEX INST P 2021-09-23 2024-04-05
VANGUARD INST INDEX INST P 2023-12-27 2024-04-05
CONSTELLATION ENERGY CORP P 2024-12-14 2024-12-27
ISHARES RUSSELL 1000 VALUE ETF P 2024-06-28 2024-09-06
JPMORGAN CHASE & CO P 2024-08-09 2024-09-16
SHERWIN WILLIAMS COMPANY OHIO P 2024-04-02 2024-04-16
VANGUARD TTL WRLD STK INDX P 2024-11-17 2024-12-02
BLACKROCK INC P 2024-12-13 2024-12-19
ILLUMINA INC P 2024-07-16 2024-07-19
JOHNSON & JOHNSON P 2024-04-09 2024-04-16
REPUBLIC SERVICES INC P 2024-07-01 2024-07-26
T-MOBILE US INC COM P 2024-04-09 2024-04-17
VISA INC CL A P 2024-04-09 2024-04-25
ADOBE INC P 2024-07-01 2024-10-16
ADVANCED MICRO DEVICES P 2024-06-13 2024-11-14
AMAZON COM INC P 2024-04-09 2024-12-13
APPLE INC P 2024-05-14 2024-10-04
ATMOS ENERGY CP P 2024-07-30 2024-09-23
BLACKROCK INC P 2024-09-27 2024-12-19
BLOCK INC CL A P 2024-05-17 2024-07-30
BROADCOM INC P 2024-07-18 2024-07-30
CENTERPOINT ENERGY INC P 2024-05-30 2024-08-06
CHEWY INC CL A P 2024-11-18 2024-12-03
CONSTELLATION BRANDS INC CL A P 2024-07-16 2024-12-27
CROWN CASTLE INC P 2024-07-19 2024-12-16
DEXCOM INC P 2024-06-13 2024-07-30
EATON CORP PLC SHS P 2024-11-08 2024-12-27
EXXON MOBIL CORP P 2024-04-09 2024-05-30
FOMENTO ECONOMICO MEXICANO P 2024-05-17 2024-06-18
GENL DYNAMICS CORP P 2024-10-18 2024-12-16
HDFC BANK LTD ADR P 2024-04-09 2024-05-14
IQVIA HOLDINGS INC P 2024-05-17 2024-06-18
ISHARES MSCI ACWI ETF P 2024-07-30 2024-08-30
ISHARES RUSSELL 1000 GRW ETF P 2024-11-14 2024-11-18
ISHARES RUSSELL 1000 VALUE ETF P 2024-04-16 2024-07-19
ISHARES S&P MIDCAP 400 INDEX P 2024-07-30 2024-09-06
JOHNSON & JOHNSON P 2024-05-17 2024-05-30
LIVERAMP HOLDINGS INC P 2024-04-09 2024-04-16
MERCK & CO INC NEW COM P 2024-09-26 2024-11-14
META PLATFORMS INC CL A P 2024-04-09 2024-05-13
MSCI INC COM P 2024-09-23 2024-12-13
NEXTERA ENERGY INC P 2024-07-19 2024-09-05
NORTHROP GRUMMAN CP(HLDG CO) P 2024-08-02 2024-10-18
NVIDIA CORPORATION P 2024-04-09 2024-06-10
PERFORMANCE FOOD GROUP CO P 2024-09-06 2024-09-13
PROLOGIS INC COM P 2024-05-17 2024-08-02
S&P GLOBAL INC COM P 2024-05-17 2024-08-02
SCHLUMBERGER LTD P 2024-08-02 2024-09-16
SHOPIFY INC P 2024-09-06 2024-09-13
SPDR S&P 500 ETF TRUST P 2024-09-16 2024-09-30
SPDR S&P 500 ETF TRUST P 2024-04-16 2024-05-17
SPOTIFY TECHNOLOGY SA P 2024-04-09 2024-06-17
TESLA INC P 2024-06-20 2024-12-13
THE CIGNA GROUP P 2024-04-09 2024-05-30
T-MOBILE US INC COM P 2024-04-09 2024-05-06
TRANSDIGM GROUP INC P 2024-04-09 2024-05-07
UBER TECHNOLOGIES INC P 2024-07-18 2024-07-30
UNITEDHEALTH GP INC P 2024-07-19 2024-10-04
VALERO ENERGY CP DELA NEW P 2024-10-17 2024-12-16
VANGUARD MID-CAP ETF INDEX P 2024-11-14 2024-11-18
VANGUARD VALUE ETF INDEX P 2024-09-16 2024-10-17
VISA INC CL A P 2024-04-09 2024-08-06
WELLTOWER INC P 2024-07-29 2024-11-05
ISHARES CORE U.S. AGGREGATE P 2012-07-17 2024-04-09
VANGUARD INST INDEX INST P 2008-09-25 2024-04-09
VANGUARD INST INDEX INST P 2006-09-22 2024-04-05
VANGUARD INST INDEX INST P 2013-09-26 2024-04-05
VANGUARD INST INDEX INST P 2017-03-28 2024-04-05
VANGUARD INST INDEX INST P 2019-12-23 2024-04-05
VANGUARD INST INDEX INST P 2021-12-29 2024-04-05
VANGUARD INST INDEX INST P 2023-12-27 2024-04-05
DOCUSIGN INC P 2024-06-28 2024-08-06
ISHARES RUSSELL 1000 VALUE ETF P 2024-06-25 2024-09-06
JPMORGAN CHASE & CO P 2024-07-21 2024-09-16
SPDR BLOOMBERG 1-3 MONTH T-B P 2024-08-09 2024-10-17
VANGUARD VALUE ETF INDEX P 2024-08-05 2024-09-06
BLACKROCK INC P 2024-05-17 2024-05-30
ILLUMINA INC P 2024-04-09 2024-04-16
JPMORGAN CHASE & CO P 2024-12-12 2024-12-13
REPUBLIC SERVICES INC P 2024-04-09 2024-05-01
UBER TECHNOLOGIES INC P 2024-06-13 2024-07-30
BLACKROCK INC P 2024-05-04 2024-05-30
(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 15,593   18,337 -2,744
b 1,068   1,169 -101
c 958   1,038 -80
d 30,025   24,247 5,778
e 229   225 4
5,626   6,185 -559
918   950 -32
17,700   21,459 -3,759
62   69 -7
2,651   2,923 -272
2,551   2,817 -266
28,465   30,445 -1,980
17,077   15,493 1,584
5,257   8,583 -3,326
487   534 -47
105,032   111,205 -6,173
67,440   72,251 -4,811
121   140 -19
26,219   26,946 -727
9,029   9,842 -813
135,487   126,467 9,020
279   285 -6
141,630   137,253 4,377
3,438   3,540 -102
42,096   44,354 -2,258
11,498   12,245 -747
8,190   9,462 -1,272
17,889   20,061 -2,172
66   64 2
4,521   4,229 292
14,433   12,461 1,972
25   17 8
25,702   28,232 -2,530
70,402   77,344 -6,942
2,143   2,262 -119
8,304   7,880 424
5,852   6,231 -379
168   167 1
122,932   121,177 1,755
5,507   5,456 51
322   138 184
40,560   43,603 -3,043
4,620   4,571 49
8,057   7,507 550
15,246   17,246 -2,000
193   184 9
25,452   29,978 -4,526
7,699   7,373 326
5,706   5,586 120
4,604   4,884 -280
4,661   4,107 554
77,571   89,720 -12,149
147,806   38,419 109,387
87,742   22,834 64,908
72,779   46,646 26,133
65,388   41,909 23,479
2,733   1,752 981
59,760   38,301 21,459
242   155 87
500   597 -97
1,783   1,768 15
21,990   24,465 -2,475
1,187   1,191 -4
1,624   1,661 -37
26,769   26,769  
6,931   6,931  
2,392   2,392  
5,357   5,357  
3,617   3,617  
52,019   52,019  
6,279   6,836 -557
2,954   3,233 -279
1,857   2,014 -157
935   771 164
223   220 3
4,567   4,908 -341
626   518 108
1,804   1,965 -161
2,853   2,446 407
2,209   2,125 84
18,151   17,270 881
31,898   33,569 -1,671
3,747   3,477 270
699   1,149 -450
11,065   12,299 -1,234
4,806   5,135 -329
28,537   30,465 -1,928
2,133   2,475 -342
441   466 -25
18,099   19,248 -1,149
89,436   88,821 615
61,835   60,937 898
141,651   142,145 -494
127,280   127,232 48
480   393 87
10,851   11,689 -838
1,722   1,989 -267
19,519   23,300 -3,781
9,490   9,251 239
25,006   27,382 -2,376
2,713   2,527 186
4,548   4,243 305
13,410   14,730 -1,320
47,170   51,344 -4,174
36,183   38,201 -2,018
40,465   43,112 -2,647
1,736   1,867 -131
117   116 1
12,651   14,719 -2,068
9,180   8,190 990
1,834   1,547 287
35,300   37,256 -1,956
2,857   2,404 453
3,021   2,527 494
373   422 -49
5,319   5,002 317
3,751   4,168 -417
31,958   31,909 49
3,043   2,954 89
65,953   69,957 -4,004
1,019   1,119 -100
29,089   33,645 -4,556
124,653   32,401 92,252
74,020   19,263 54,757
65,849   42,204 23,645
78,997   50,630 28,367
98,142   62,901 35,241
16,456   10,547 5,909
822   971 -149
4,351   5,194 -843
208   226 -18
2,461   3,672 -1,211
333   334 -1
11,735   9,751 1,984
52,019   52,019  
3,809   3,809  
125   125  
2,968   2,968  
6,813   6,813  
3,645   3,645  
13,169   14,760 -1,591
1,721   1,700 21
3,660   4,148 -488
440   363 77
137   115 22
16,374   17,877 -1,503
322   267 55
239   260 -21
2,369   1,747 622
65,226   68,990 -3,764
387   368 19
31,867   34,068 -2,201
84,865   91,117 -6,252
16,077   17,823 -1,746
710   789 -79
465   493 -28
33,005   35,757 -2,752
2,951   3,475 -524
26,648   29,258 -2,610
4,310   4,584 -274
76,791   72,991 3,800
8,731   9,246 -515
23,486   23,618 -132
1,817   1,791 26
1,480   1,590 -110
12,632   13,594 -962
57,300   62,180 -4,880
6,856   7,081 -225
4,000   3,736 264
49,404   54,098 -4,694
7,618   7,484 134
50,654   55,195 -4,541
1,576   1,669 -93
8,108   8,826 -718
11,370   7,741 3,629
26,599   29,600 -3,001
1,377   1,498 -121
8,576   8,288 288
3,971   2,543 1,428
12,127   10,117 2,010
2,584   2,181 403
34,758   36,806 -2,048
28,121   31,047 -2,926
1,381   1,309 72
10,687   12,088 -1,401
2,937   2,820 117
27,735   29,684 -1,949
5,811   5,713 98
148,167   140,357 7,810
6,571   6,620 -49
20,665   26,881 -6,216
116,357   134,580 -18,223
100,034   26,002 74,032
74,788   19,463 55,325
61,982   39,726 22,256
75,426   48,342 27,084
93,562   59,966 33,596
90,667   58,110 32,557
2,754   3,358 -604
1,187   1,306 -119
1,703   1,779 -76
1,295   1,933 -638
658   661 -3
7,007   7,296 -289
28,901   28,901  
327   327  
722   722  
3,714   3,714  
1,315   1,315  
872   872  
78   88 -10
1,533   1,529 4
3,358   3,500 -142
6,411   6,431 -20
7,670   6,451 1,219
17,290   18,361 -1,071
1,696   1,570 126
5,754   6,212 -458
17,840   19,911 -2,071
4,813   4,649 164
266   230 36
1,348   1,445 -97
84,677   91,030 -6,353
330   366 -36
54,398   59,488 -5,090
5,366   5,776 -410
383   413 -30
516   608 -92
94,366   103,612 -9,246
117,644   124,441 -6,797
131,417   130,332 1,085
8,740   7,894 846
625,552   595,639 29,913
111   110 1
14,671   14,422 249
5,279   4,994 285
1,319   1,166 153
820   847 -27
1,799   1,680 119
1,963   1,911 52
47,429   44,010 3,419
56,167   62,319 -6,152
234   248 -14
64,966   52,299 12,667
16,903   17,979 -1,076
23,276   24,831 -1,555
10,140   10,975 -835
50,646   48,892 1,754
4,072   2,608 1,464
9,719   7,949 1,770
6,329   4,723 1,606
2,209   1,582 627
1,974   2,138 -164
19,304   20,941 -1,637
143   164 -21
1,166   1,128 38
30,732   32,503 -1,771
2,519   2,464 55
9,420   9,254 166
69,745   71,387 -1,642
2,214   2,536 -322
153,530   72,556 80,974
125,525   32,627 92,898
78,893   20,531 58,362
67,599   43,326 24,273
60,344   38,676 21,668
3,289   2,108 1,181
57,858   37,082 20,776
3,352   3,577 -225
14,847   16,707 -1,860
421   440 -19
535   703 -168
4,327   5,305 -978
822   822  
21,867   21,867  
137,668   137,668  
16   15 1
23,097   23,096 1
205   204 1
125   125  
11,789   13,237 -1,448
345   344 1
5,493   5,410 83
8,097   8,122 -25
2,486   2,064 422
17,316   18,471 -1,155
6,985   7,421 -436
14,270   5,867 8,403
563   624 -61
57,814   65,775 -7,961
7,255   6,286 969
7,057   7,468 -411
6,782   5,138 1,644
9,844   10,911 -1,067
26,083   25,314 769
681   778 -97
4,010   3,897 113
2,848   2,438 410
12,947   8,468 4,479
15,366   15,916 -550
282,420   267,048 15,372
40,646   36,191 4,455
57,464   56,899 565
37   42 -5
8,127   7,989 138
44,308   41,913 2,395
261   231 30
73,017   75,415 -2,398
3,062   3,119 -57
24,304   25,672 -1,368
58,350   66,622 -8,272
20   14 6
26,624   27,922 -1,298
572   567 5
4,502   4,789 -287
12,076   12,815 -739
51,839   57,328 -5,489
44,029   43,042 987
13,872   8,652 5,220
8,737   7,307 1,430
4,525   5,037 -512
1,605   1,149 456
26,512   28,155 -1,643
19,672   22,147 -2,475
5,448   6,271 -823
13,640   10,944 2,696
12   12  
240,684   235,034 5,650
485   485  
2,386   2,442 -56
8,598   9,082 -484
420,290   412,170 8,120
67,098   17,441 49,657
95,515   24,857 70,658
77,443   49,635 27,808
68,040   43,608 24,432
81,190   52,036 29,154
2,320   1,487 833
14   17 -3
2,035   2,281 -246
597   621 -24
5,919   6,581 -662
8,645   9,530 -885
2,743   2,743  
2,959   2,959  
1,507   1,507  
1,651   1,651  
31,380   31,380  
57,283   57,283  
2,886   2,885 1
288   323 -35
13,928   15,232 -1,304
17,134   18,980 -1,846
80,288   88,020 -7,732
388   427 -39
11,641   10,319 1,322
5,780   6,117 -337
14,681   17,541 -2,860
20,015   21,932 -1,917
100,639   114,497 -13,858
5,552   4,605 947
12,227   12,847 -620
9,280   7,285 1,995
11,201   12,056 -855
147   173 -26
1,882   1,684 198
33,110   34,687 -1,577
11,391   10,943 448
4,296   2,888 1,408
135,818   128,998 6,820
237,450   233,807 3,643
9,023   9,021 2
135   140 -5
7,485   8,500 -1,015
13,810   12,974 836
29,733   28,063 1,670
1,352   1,195 157
6,352   6,058 294
26,091   28,171 -2,080
19,552   18,563 989
78,286   83,442 -5,156
175   124 51
11,630   12,443 -813
4,697   4,653 44
45,240   48,130 -2,890
1,009   1,072 -63
3,289   3,297 -8
923   914 9
6,239   3,947 2,292
1,340   1,122 218
99   110 -11
2,444   1,928 516
4,351   4,795 -444
110   88 22
68,138   73,362 -5,224
151   131 20
1,035   1,020 15
61,103   58,289 2,814
671   670 1
638   653 -15
1,168   1,168  
21,332   20,920 412
68,784   17,879 50,905
93,252   24,268 68,984
120,461   77,206 43,255
78,081   50,044 28,037
68,041   43,609 24,432
72,786   46,650 26,136
9,458   10,782 -1,324
2,753   3,100 -347
303   304 -1
24,585   29,431 -4,846
2,111   2,100 11
1,367   1,367  
770   770  
98,023   98,023  
502   502  
53,953   53,953  
11   11  
3,264,482   848,528 2,415,954
3,941   4,426 -485
20,423   22,331 -1,908
928   1,028 -100
60,120   63,255 -3,135
627   677 -50
7,150   7,425 -275
4,928   3,632 1,296
997   1,135 -138
20,532   22,011 -1,479
1,553   1,766 -213
3,871   3,454 417
8,539   5,916 2,623
10,725   11,116 -391
102   114 -12
400   470 -70
102   88 14
3,637   3,820 -183
9,018   8,504 514
8,049   6,302 1,747
1,916   1,880 36
15,531   13,665 1,866
52,483   47,545 4,938
33,530   34,179 -649
222   247 -25
3,975   3,781 194
17,910   18,783 -873
29,157   31,683 -2,526
2,660   2,537 123
4,578   3,101 1,477
563   535 28
30,987   30,139 848
5,126   3,602 1,524
317   339 -22
1,936   1,958 -22
20,323   27,198 -6,875
11,575   13,677 -2,102
2,574   2,580 -6
9,012   8,779 233
382   242 140
196   164 32
23,894   22,626 1,268
6,810   6,414 396
18,010   20,021 -2,011
7,796   6,269 1,527
68,287   75,237 -6,950
985   855 130
190   185 5
38,096   37,260 836
179,460   181,773 -2,313
64,576   56,340 8,236
9,881   11,988 -2,107
16,213   15,899 314
33,211   8,632 24,579
32,774   8,529 24,245
65,195   41,785 23,410
32,859   21,060 11,799
168,316   107,877 60,439
77,590   49,729 27,861
1,815   2,083 -268
1,943   2,170 -227
185   197 -12
1,349   1,379 -30
3,086   3,069 17
133   133  
488   488  
1,760   1,760  
21,990   21,989 1
20   20  
295   295  
20,209   21,919 -1,710
1,984   2,144 -160
10,393   11,514 -1,121
36,641   31,378 5,263
12,844   13,793 -949
123,666   130,348 -6,682
6,940   5,447 1,493
19,876   21,609 -1,733
8,799   8,229 570
10,038   11,415 -1,377
25,146   27,319 -2,173
19,145   13,264 5,881
12,153   12,340 -187
11,230   12,241 -1,011
1,155   1,340 -185
5,376   4,101 1,275
27,164   29,592 -2,428
18,096   19,283 -1,187
387   364 23
131,307   132,512 -1,205
72,405   77,844 -5,439
53,130   50,501 2,629
28,690   28,107 583
15,833   17,619 -1,786
24,342   25,950 -1,608
11,044   11,538 -494
422   458 -36
28,506   26,675 1,831
18,551   12,404 6,147
1,267   1,204 63
5,420   5,454 -34
8,284   7,175 1,109
5,974   6,391 -417
1,643   1,601 42
25,776   27,986 -2,210
11,758   12,351 -593
1,100   1,102 -2
2,693   2,564 129
776   556 220
56,822   64,591 -7,769
22,101   21,112 989
725   682 43
4,919   5,439 -520
22,761   24,343 -1,582
10,038   10,955 -917
1,950   1,939 11
103,315   99,255 4,060
124,483   125,594 -1,111
18,201   14,838 3,363
2,697   2,518 179
16,320   17,269 -949
29,865   29,288 577
57,384   14,916 42,468
77,332   20,101 57,231
77,213   49,487 27,726
13,410   8,595 4,815
67,682   43,379 24,303
179,673   115,156 64,517
1,071   1,147 -76
5,402   6,638 -1,236
1,507   1,591 -84
2,735   2,924 -189
5,419   6,522 -1,103
2,251   2,251  
4,243   4,243  
1,920   1,919 1
689   689  
1,186   1,186  
1,225   1,225  
483   574 -91
560   613 -53
3,029   3,244 -215
31,492   33,519 -2,027
579   617 -38
21,167   21,450 -283
14,135   15,140 -1,005
21,250   25,623 -4,373
8,358   7,761 597
370   409 -39
10,998   12,229 -1,231
7,155   6,820 335
5,316   5,139 177
12,800   14,942 -2,142
12,257   10,569 1,688
12,593   8,822 3,771
29,601   32,710 -3,109
12,572   11,981 591
6,665   7,429 -764
9,134   8,842 292
75,814   83,319 -7,505
9,256   8,822 434
61   60 1
179   201 -22
3,460   3,059 401
26,082   28,799 -2,717
12,256   13,317 -1,061
553   517 36
4,401   3,447 954
9,048   8,596 452
12,527   10,050 2,477
353   306 47
15,178   17,292 -2,114
11,021   10,735 286
43,355   32,171 11,184
901   918 -17
17,134   17,366 -232
998   942 56
480   444 36
8,577   9,750 -1,173
3,907   3,734 173
859   832 27
104   116 -12
16,975   20,380 -3,405
6,771   7,387 -616
1,027   1,022 5
44   43 1
35,720   36,278 -558
239   195 44
29,693   32,014 -2,321
9,533   10,091 -558
7,650,114   1,630,223 6,019,891
60,728   15,785 44,943
58,941   37,777 21,164
87,778   56,259 31,519
88,401   56,658 31,743
2,953   1,893 1,060
88,071   56,447 31,624
26,779   30,136 -3,357
3,696   4,053 -357
11,668   13,118 -1,450
5,357   5,952 -595
3,617   4,376 -759
3,086   3,086  
1,158   1,158  
421   421  
2,461   2,461  
332   332  
9,575   9,575  
1,694   2,012 -318
965   1,056 -91
171   182 -11
2,050   2,137 -87
12,992   15,465 -2,473
2,594   2,627 -33
16,859   18,207 -1,348
15,440   10,894 4,546
5,001   4,609 392
195   216 -21
3,897   2,163 1,734
1,520   1,069 451
27,670   31,051 -3,381
8,413   9,819 -1,406
8,816   6,788 2,028
8,589   9,110 -521
18,401   20,642 -2,241
3,678   3,912 -234
2,161   2,408 -247
131,579   131,179 400
54,788   58,706 -3,918
86,614   85,104 1,510
425   420 5
11,826   13,264 -1,438
11,195   11,198 -3
34,885   38,433 -3,548
18,091   19,655 -1,564
824   771 53
2,728   2,136 592
35,516   33,743 1,773
1,386   1,374 12
5,682   5,264 418
6,505   7,412 -907
216   215 1
26,303   26,150 153
7,608   6,877 731
909   903 6
50,815   46,670 4,145
1,750   1,617 133
22,485   21,542 943
7,362   6,831 531
160   155 5
6,465   6,715 -250
17,622   21,156 -3,534
7,162   7,521 -359
13,218   14,139 -921
60,742   61,068 -326
409,899   390,614 19,285
27,279   27,291 -12
60,529   65,258 -4,729
9,368   9,899 -531
66,702   17,338 49,364
72,964   18,965 53,999
69,167   44,331 24,836
77,650   49,767 27,883
91,276   58,501 32,775
166,554   106,748 59,806
75,111   48,140 26,971
52,394   62,247 -9,853
6,931   7,810 -879
11,693   12,948 -1,255
2,886   3,285 -399
1,240   1,331 -91
2,082   2,082  
14,847   14,847  
597   597  
1,295   1,295  
658   658  
3,617   3,617  
16,261   18,343 -2,082
946   1,010 -64
3,473   3,694 -221
5,031   3,940 1,091
1,844   1,421 423
139,137   150,028 -10,891
3,957   2,810 1,147
51,080   54,181 -3,101
5,035   4,693 342
1,314   1,394 -80
11,511   12,258 -747
1,773   1,501 272
7,958   8,185 -227
5,417   5,215 202
15,179   13,750 1,429
12,128   14,783 -2,655
10,114   11,247 -1,133
26,907   29,767 -2,860
27,063   29,252 -2,189
56,606   54,134 2,472
19   19  
6,028   5,866 162
34,498   35,040 -542
3,038   3,449 -411
16,121   15,906 215
31,157   32,981 -1,824
17,827   19,372 -1,545
9,673   8,599 1,074
4,205   3,818 387
6,114   5,245 869
1,833   1,818 15
4,003   3,213 790
8,240   8,708 -468
1,846   1,745 101
35,090   40,519 -5,429
15,912   14,692 1,220
276   271 5
75,949   70,424 5,525
12,171   11,303 868
5,338   5,842 -504
1,870   1,783 87
1,361   1,348 13
8,895   9,220 -325
2,030   2,030  
11,505   12,271 -766
1,113   1,191 -78
47,728   47,984 -256
59,513   58,975 538
37,029   36,976 53
35,445   39,559 -4,114
10,335   11,057 -722
71,522   18,591 52,931
78,119   20,330 57,789
71,821   46,031 25,790
70,987   45,497 25,490
44,350   28,425 15,925
60,927   39,049 21,878
68,599   43,967 24,632
28,901   32,278 -3,377
142,305   137,303 5,002
618   628 -10
3,622   3,993 -371
6,813   7,721 -908
14   14  
2,035   2,035  
193   193  
535   535  
642   642  
16,465   16,465  
13,855   15,627 -1,772
1,215   1,298 -83
19,311   20,545 -1,234
5,913   4,878 1,035
5,224   5,728 -504
16,020   17,287 -1,267
326   235 91
23,818   22,827 991
1,673   1,477 196
24,130   25,603 -1,473
47,724   51,297 -3,573
23,268   19,699 3,569
3,430   3,242 188
4,415   4,394 21
14,313   15,869 -1,556
16,042   17,145 -1,103
29   33 -4
543   600 -57
599   647 -48
7,790   7,776 14
427   426 1
31,196   31,392 -196
17   16 1
1,372   1,492 -120
26,270   27,929 -1,659
37,302   44,736 -7,434
12,119   12,573 -454
16,998   18,820 -1,822
2,719   2,661 58
2,083   1,928 155
1,169   1,552 -383
6,137   4,925 1,212
46   49 -3
24,223   22,902 1,321
2,111   2,321 -210
55,100   58,609 -3,509
190   186 4
193,365   186,220 7,145
1,082   1,004 78
3,681   4,099 -418
16,343   15,260 1,083
1,803   1,786 17
3,980   4,383 -403
1,035   1,015 20
5,735   7,045 -1,310
12,405   13,829 -1,424
3,225   3,243 -18
52   52  
34,621   35,383 -762
70,891   79,118 -8,227
1,111,715   63,611 1,048,104
76,914   19,992 56,922
68,997   17,956 51,041
94,908   60,828 34,080
77,747   49,829 27,918
62,984   40,368 22,616
7,567   4,850 2,717
71,386   45,753 25,633
52,019   61,137 -9,118
1,107   1,080 27
2,392   2,432 -40
23,094   38,717 -15,623
206   198 8
9,458   9,458  
1,943   1,943  
1,885   1,884 1
5,919   5,919  
4,327   4,327  
1,624   1,624  
15,936   17,620 -1,684
10,702   12,097 -1,395
637   702 -65
7,074   6,004 1,070
341   304 37
7,137   5,494 1,643
502   362 140
16,202   17,217 -1,015
26,387   27,990 -1,603
439   472 -33
2,766   2,277 489
13,262   11,212 2,050
42,906   49,037 -6,131
24,920   26,909 -1,989
956   916 40
52,600   55,745 -3,145
7,990   8,806 -816
9,115   10,085 -970
394   424 -30
232,366   224,575 7,791
108,196   104,759 3,437
4,046   4,041 5
40   38 2
14,104   15,333 -1,229
11,903   13,950 -2,047
46,894   56,240 -9,346
43,872   48,156 -4,284
1,037   1,182 -145
986   965 21
1,008   933 75
4,286   5,693 -1,407
4,777   4,155 622
30,337   31,995 -1,658
20,994   19,753 1,241
15,752   18,956 -3,204
528   374 154
269   263 6
51,213   51,568 -355
5,034   4,848 186
1,398   584 814
4,851   4,656 195
14,611   14,477 134
1,091   1,201 -110
11,995   13,405 -1,410
1,281   1,574 -293
2,967   3,283 -316
154   155 -1
583   585 -2
24,518   26,007 -1,489
32,496   34,866 -2,370
620,571   717,766 -97,195
87,533   22,752 64,781
83,515   21,734 61,781
63,560   40,737 22,823
42,135   27,005 15,130
84,443   54,121 30,322
55,576   35,620 19,956
68,493   43,898 24,595
21,867   25,347 -3,480
398   421 -23
872   895 -23
31,380   36,760 -5,380
56,781   57,669 -888
1,815   1,815  
2,728   2,727 1
11,667   11,667  
24,585   24,585  
9,059   9,059  
9,383   9,383  
1,057   1,169 -112
4,689   5,300 -611
8,658   9,132 -474
12,538   10,132 2,406
6,537   7,326 -789
673   624 49
4,325   3,426 899
9,300   11,316 -2,016
29,290   31,900 -2,610
12,433   13,349 -916
7,960   8,055 -95
20,719   17,516 3,203
9,571   15,626 -6,055
741   800 -59
17,471   19,100 -1,629
60,173   64,116 -3,943
5,067   5,829 -762
16,238   17,255 -1,017
7,278   7,832 -554
52,207   50,989 1,218
71   71  
53,330   51,981 1,349
61   58 3
5,796   5,554 242
12,546   13,682 -1,136
963   1,115 -152
17,547   19,264 -1,717
19,116   20,793 -1,677
1   1  
378   357 21
5,013   5,758 -745
3,386   2,984 402
14,075   14,811 -736
719   690 29
14,587   17,652 -3,065
1,937   1,389 548
85   84 1
139,854   135,559 4,295
2,188   2,121 67
529   226 303
12,920   13,896 -976
11,252   11,133 119
6,001   6,384 -383
18,503   20,677 -2,174
2,955   2,280 675
19,913   21,588 -1,675
27,595   27,516 79
127,292   128,602 -1,310
4,593   4,872 -279
34,405   37,044 -2,639
116,357   134,580 -18,223
87,757   22,810 64,947
86,887   22,612 64,275
72,012   46,154 25,858
89,929   57,637 32,292
105,421   67,567 37,854
54,829   35,141 19,688
212,933   136,473 76,460
2,920   3,198 -278
99,166   99,432 -266
722   829 -107
53,953   60,814 -6,861
11   11  
1,071   1,071  
535   535  
11,693   11,693  
1,349   1,349  
5,112   5,112  
7,048   7,048  
16,189   17,905 -1,716
9,522   10,764 -1,242
8,664   7,034 1,630
904   750 154
3,827   3,580 247
4,425   4,103 322
23,947   29,035 -5,088
2,896   3,132 -236
1,196   1,358 -162
5,106   4,792 314
4,448   4,974 -526
67,931   73,634 -5,703
192   314 -122
15,104   16,550 -1,446
47,322   50,103 -2,781
60,722   67,323 -6,601
4,946   5,741 -795
44,692   47,981 -3,289
27,086   29,534 -2,448
180,196   173,553 6,643
20,844   21,332 -488
56,550   53,549 3,001
36,364   37,971 -1,607
42,006   44,613 -2,607
13,454   14,579 -1,125
214   248 -34
54,837   60,201 -5,364
3,745   3,309 436
6,438   5,734 704
5,443   5,132 311
98   67 31
4,311   4,212 99
24,145   21,621 2,524
6,751   6,132 619
7,394   8,289 -895
2,869   2,650 219
50   49 1
99,177   94,593 4,584
6,877   6,669 208
1,554   664 890
8,686   9,339 -653
99   98 1
5,775   5,497 278
535   581 -46
1,580   1,508 72
1,252   1,358 -106
42,482   42,813 -331
102,707   99,622 3,085
5,909   6,268 -359
4,151   3,441 710
9,696   11,215 -1,519
104,278   27,105 77,173
75,844   19,738 56,106
68,915   44,169 24,746
71,274   45,681 25,593
83,369   53,433 29,936
420,557   269,543 151,014
75,142   48,160 26,982
713   792 -79
3,823   3,915 -92
125   153 -28
20   20  
16,065   15,613 452
52,394   52,394  
5,402   5,402  
1,490   1,490  
2,741   2,741  
5,419   5,419  
52,374   52,374  
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       -2,744
b       -101
c       -80
d       5,778
e       4
      -559
      -32
      -3,759
      -7
      -272
      -266
      -1,980
      1,584
      -3,326
      -47
      -6,173
      -4,811
      -19
      -727
      -813
      9,020
      -6
      4,377
      -102
      -2,258
      -747
      -1,272
      -2,172
      2
      292
      1,972
      8
      -2,530
      -6,942
      -119
      424
      -379
      1
      1,755
      51
      184
      -3,043
      49
      550
      -2,000
      9
      -4,526
      326
      120
      -280
      554
      -12,149
      109,387
      64,908
      26,133
      23,479
      981
      21,459
      87
      -97
      15
      -2,475
      -4
      -37
       
       
       
       
       
       
      -557
      -279
      -157
      164
      3
      -341
      108
      -161
      407
      84
      881
      -1,671
      270
      -450
      -1,234
      -329
      -1,928
      -342
      -25
      -1,149
      615
      898
      -494
      48
      87
      -838
      -267
      -3,781
      239
      -2,376
      186
      305
      -1,320
      -4,174
      -2,018
      -2,647
      -131
      1
      -2,068
      990
      287
      -1,956
      453
      494
      -49
      317
      -417
      49
      89
      -4,004
      -100
      -4,556
      92,252
      54,757
      23,645
      28,367
      35,241
      5,909
      -149
      -843
      -18
      -1,211
      -1
      1,984
       
       
       
       
       
       
      -1,591
      21
      -488
      77
      22
      -1,503
      55
      -21
      622
      -3,764
      19
      -2,201
      -6,252
      -1,746
      -79
      -28
      -2,752
      -524
      -2,610
      -274
      3,800
      -515
      -132
      26
      -110
      -962
      -4,880
      -225
      264
      -4,694
      134
      -4,541
      -93
      -718
      3,629
      -3,001
      -121
      288
      1,428
      2,010
      403
      -2,048
      -2,926
      72
      -1,401
      117
      -1,949
      98
      7,810
      -49
      -6,216
      -18,223
      74,032
      55,325
      22,256
      27,084
      33,596
      32,557
      -604
      -119
      -76
      -638
      -3
      -289
       
       
       
       
       
       
      -10
      4
      -142
      -20
      1,219
      -1,071
      126
      -458
      -2,071
      164
      36
      -97
      -6,353
      -36
      -5,090
      -410
      -30
      -92
      -9,246
      -6,797
      1,085
      846
      29,913
      1
      249
      285
      153
      -27
      119
      52
      3,419
      -6,152
      -14
      12,667
      -1,076
      -1,555
      -835
      1,754
      1,464
      1,770
      1,606
      627
      -164
      -1,637
      -21
      38
      -1,771
      55
      166
      -1,642
      -322
      80,974
      92,898
      58,362
      24,273
      21,668
      1,181
      20,776
      -225
      -1,860
      -19
      -168
      -978
       
       
       
      1
      1
      1
       
      -1,448
      1
      83
      -25
      422
      -1,155
      -436
      8,403
      -61
      -7,961
      969
      -411
      1,644
      -1,067
      769
      -97
      113
      410
      4,479
      -550
      15,372
      4,455
      565
      -5
      138
      2,395
      30
      -2,398
      -57
      -1,368
      -8,272
      6
      -1,298
      5
      -287
      -739
      -5,489
      987
      5,220
      1,430
      -512
      456
      -1,643
      -2,475
      -823
      2,696
       
      5,650
       
      -56
      -484
      8,120
      49,657
      70,658
      27,808
      24,432
      29,154
      833
      -3
      -246
      -24
      -662
      -885
       
       
       
       
       
       
      1
      -35
      -1,304
      -1,846
      -7,732
      -39
      1,322
      -337
      -2,860
      -1,917
      -13,858
      947
      -620
      1,995
      -855
      -26
      198
      -1,577
      448
      1,408
      6,820
      3,643
      2
      -5
      -1,015
      836
      1,670
      157
      294
      -2,080
      989
      -5,156
      51
      -813
      44
      -2,890
      -63
      -8
      9
      2,292
      218
      -11
      516
      -444
      22
      -5,224
      20
      15
      2,814
      1
      -15
       
      412
      50,905
      68,984
      43,255
      28,037
      24,432
      26,136
      -1,324
      -347
      -1
      -4,846
      11
       
       
       
       
       
       
      2,415,954
      -485
      -1,908
      -100
      -3,135
      -50
      -275
      1,296
      -138
      -1,479
      -213
      417
      2,623
      -391
      -12
      -70
      14
      -183
      514
      1,747
      36
      1,866
      4,938
      -649
      -25
      194
      -873
      -2,526
      123
      1,477
      28
      848
      1,524
      -22
      -22
      -6,875
      -2,102
      -6
      233
      140
      32
      1,268
      396
      -2,011
      1,527
      -6,950
      130
      5
      836
      -2,313
      8,236
      -2,107
      314
      24,579
      24,245
      23,410
      11,799
      60,439
      27,861
      -268
      -227
      -12
      -30
      17
       
       
       
      1
       
       
      -1,710
      -160
      -1,121
      5,263
      -949
      -6,682
      1,493
      -1,733
      570
      -1,377
      -2,173
      5,881
      -187
      -1,011
      -185
      1,275
      -2,428
      -1,187
      23
      -1,205
      -5,439
      2,629
      583
      -1,786
      -1,608
      -494
      -36
      1,831
      6,147
      63
      -34
      1,109
      -417
      42
      -2,210
      -593
      -2
      129
      220
      -7,769
      989
      43
      -520
      -1,582
      -917
      11
      4,060
      -1,111
      3,363
      179
      -949
      577
      42,468
      57,231
      27,726
      4,815
      24,303
      64,517
      -76
      -1,236
      -84
      -189
      -1,103
       
       
      1
       
       
       
      -91
      -53
      -215
      -2,027
      -38
      -283
      -1,005
      -4,373
      597
      -39
      -1,231
      335
      177
      -2,142
      1,688
      3,771
      -3,109
      591
      -764
      292
      -7,505
      434
      1
      -22
      401
      -2,717
      -1,061
      36
      954
      452
      2,477
      47
      -2,114
      286
      11,184
      -17
      -232
      56
      36
      -1,173
      173
      27
      -12
      -3,405
      -616
      5
      1
      -558
      44
      -2,321
      -558
      6,019,891
      44,943
      21,164
      31,519
      31,743
      1,060
      31,624
      -3,357
      -357
      -1,450
      -595
      -759
       
       
       
       
       
       
      -318
      -91
      -11
      -87
      -2,473
      -33
      -1,348
      4,546
      392
      -21
      1,734
      451
      -3,381
      -1,406
      2,028
      -521
      -2,241
      -234
      -247
      400
      -3,918
      1,510
      5
      -1,438
      -3
      -3,548
      -1,564
      53
      592
      1,773
      12
      418
      -907
      1
      153
      731
      6
      4,145
      133
      943
      531
      5
      -250
      -3,534
      -359
      -921
      -326
      19,285
      -12
      -4,729
      -531
      49,364
      53,999
      24,836
      27,883
      32,775
      59,806
      26,971
      -9,853
      -879
      -1,255
      -399
      -91
       
       
       
       
       
       
      -2,082
      -64
      -221
      1,091
      423
      -10,891
      1,147
      -3,101
      342
      -80
      -747
      272
      -227
      202
      1,429
      -2,655
      -1,133
      -2,860
      -2,189
      2,472
       
      162
      -542
      -411
      215
      -1,824
      -1,545
      1,074
      387
      869
      15
      790
      -468
      101
      -5,429
      1,220
      5
      5,525
      868
      -504
      87
      13
      -325
       
      -766
      -78
      -256
      538
      53
      -4,114
      -722
      52,931
      57,789
      25,790
      25,490
      15,925
      21,878
      24,632
      -3,377
      5,002
      -10
      -371
      -908
       
       
       
       
       
       
      -1,772
      -83
      -1,234
      1,035
      -504
      -1,267
      91
      991
      196
      -1,473
      -3,573
      3,569
      188
      21
      -1,556
      -1,103
      -4
      -57
      -48
      14
      1
      -196
      1
      -120
      -1,659
      -7,434
      -454
      -1,822
      58
      155
      -383
      1,212
      -3
      1,321
      -210
      -3,509
      4
      7,145
      78
      -418
      1,083
      17
      -403
      20
      -1,310
      -1,424
      -18
       
      -762
      -8,227
      1,048,104
      56,922
      51,041
      34,080
      27,918
      22,616
      2,717
      25,633
      -9,118
      27
      -40
      -15,623
      8
       
       
      1
       
       
       
      -1,684
      -1,395
      -65
      1,070
      37
      1,643
      140
      -1,015
      -1,603
      -33
      489
      2,050
      -6,131
      -1,989
      40
      -3,145
      -816
      -970
      -30
      7,791
      3,437
      5
      2
      -1,229
      -2,047
      -9,346
      -4,284
      -145
      21
      75
      -1,407
      622
      -1,658
      1,241
      -3,204
      154
      6
      -355
      186
      814
      195
      134
      -110
      -1,410
      -293
      -316
      -1
      -2
      -1,489
      -2,370
      -97,195
      64,781
      61,781
      22,823
      15,130
      30,322
      19,956
      24,595
      -3,480
      -23
      -23
      -5,380
      -888
       
      1
       
       
       
       
      -112
      -611
      -474
      2,406
      -789
      49
      899
      -2,016
      -2,610
      -916
      -95
      3,203
      -6,055
      -59
      -1,629
      -3,943
      -762
      -1,017
      -554
      1,218
       
      1,349
      3
      242
      -1,136
      -152
      -1,717
      -1,677
       
      21
      -745
      402
      -736
      29
      -3,065
      548
      1
      4,295
      67
      303
      -976
      119
      -383
      -2,174
      675
      -1,675
      79
      -1,310
      -279
      -2,639
      -18,223
      64,947
      64,275
      25,858
      32,292
      37,854
      19,688
      76,460
      -278
      -266
      -107
      -6,861
       
       
       
       
       
       
       
      -1,716
      -1,242
      1,630
      154
      247
      322
      -5,088
      -236
      -162
      314
      -526
      -5,703
      -122
      -1,446
      -2,781
      -6,601
      -795
      -3,289
      -2,448
      6,643
      -488
      3,001
      -1,607
      -2,607
      -1,125
      -34
      -5,364
      436
      704
      311
      31
      99
      2,524
      619
      -895
      219
      1
      4,584
      208
      890
      -653
      1
      278
      -46
      72
      -106
      -331
      3,085
      -359
      710
      -1,519
      77,173
      56,106
      24,746
      25,593
      29,936
      151,014
      26,982
      -79
      -92
      -28
       
      452
       
       
       
       
       
       
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 12,788,073
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 -156,221
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) 1 183,585
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  
3 Add lines 1 and 2........................... 3 183,585
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 183,585
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,573
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 180,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 191,573
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
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 7,988
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,988 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow
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 2024 or the taxable year beginning in 2024? 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 arrowBARNETT C HELZBERG JR Telephone no.right arrow (816) 753-7776

Located atright arrow400 W 49TH TERRKANSAS CITYMO ZIP+4right arrow64112
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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
BARNETT C HELZBERG JR PRESIDENT
000.00 		0 0 0
400 W 49TH TERR
KANSAS CITY,MO64112
SHIRLEY B HELZBERG V.P. & TRS
000.00 		0 0 0
400 W 49TH TERR
KANSAS CITY,MO64112
SHIRLEY B HELZBERG SECRETARY
000.00 		0 0 0
400 W 49TH TERR
KANSAS CITY,MO64112
BARNETT C HELZBERG III DIRECTOR
000.00 		0 0 0
82 FOREST STREET
WELLESLEY,MA024816828
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  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
21,568,941
b
Average of monthly cash balances.......................
1b
327,177
c
Fair market value of all other assets (see instructions)................
1c
119,126
d
Total (add lines 1a, b, and c).........................
1d
22,015,244
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
22,015,244
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
330,229
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,685,015
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,084,251
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
1,084,251
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
183,585
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
183,585
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
900,666
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
900,666
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
900,666
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
914,615
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
914,615
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 900,666
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 801,316
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 914,615
a Applied to 2023, but not more than line 2a 801,316
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 113,299
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		787,367
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
BARNETT C HELZBERG JR
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
SEE ATTACHED


4520 MAIN ST
STE 1050
KANSAS CITY,MO64111 		  PUBLIC CHARI CHARITABLE, ARTISTIC, OR EDUCATIONAL 704,942
Total .................................right arrow 3a 704,942
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 53,108  
4 Dividends and interest from securities ....     14 441,652  
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 ............ 		    14 12,788,073  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aKKR PRIVATE EQUITY CONGLOME 		    14 2,857  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   13,285,690  
13Total. Add line 12, columns (b), (d), and (e)..................
13
13,285,690
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,780     8,780

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE & EQUIP. 1998-01-01 5,343 5,343 S/L 5.0000        
FURNITURE & EQUIP. 1998-12-01 3,866 3,866 S/L 5.0000        
IMPROVEMENTS 1999-04-02 3,278 2,076 S/L 39.0000 84      
STEREO 2001-06-08 3,590 3,590 200DB 7.0000        
FURNITURE & EQUIP. 2005-09-21 672 665 200DB 5.0000        
OFFICE FURNITURE 2006-05-18 8,468 8,468 200DB 7.0000        
OFFICE CHAIR 2006-09-22 655 655 200DB 7.0000        
ARTWORK 2007-09-28 118,000     5.0000        
LATERAL FILING CABINET 2007-09-28 752 752 200DB 7.0000        
REFRIGERATOR 2008-06-12 926 926 200DB 7.0000        
TELEPHONE SYSTEM 2008-12-18 2,807 2,807 200DB 7.0000        
CABINETS - JEN 2011-03-28 2,280 2,280 200DB 7.0000        
WORKSTATION 2011-11-11 613 613 200DB 5.0000        
SERVER 2012-02-02 2,933 2,933 200DB 5.0000        
SERVER 2014-12-03 2,499 2,499 200DB 5.0000        
COMPUTER & SOFTWARE 2014-03-18 1,590 1,590 200DB 5.0000        
COMPUTER 2014-04-21 2,923 2,923 200DB 5.0000        

TY 2024 InvestmentsCorpStockSchedule
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD GROUP    
US BANCORP    
COSTCO WHOLESALE CORPORATION    
CHARLES SCHWAB    
MORGAN STANLEY ALTERNATIVE INV 3,360,540 3,504,368
MORGAN STANLEY CORP STOCK 11,966,472 13,294,788

TY 2024 InvestmentsGovtObligationsSch
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
US Government Securities - End of Year Book Value:

3,110,599
US Government Securities - End of Year Fair Market Value:

3,187,848
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 LandEtcSchedule2
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
DEPRECIABLE ASSETS 43,195 42,070 1,125 1,125
ARTWORK 118,000   118,000 118,000


TY 2024 LegalFeesSchedule
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ATTORNEY'S FEES 554     554


TY 2024 OtherExpensesSchedule
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
POSTAGE 2,477     1,239
CONTRACT LABOR 15,900     3,975
MEMBERSHIP DUES/FEES 8,972     8,972
ATTENDANCE 2,724     2,724
UTILITIES 10,588     7,941
INSURANCE 3,004      
MISCELLANEOUS 432      
SUPPLIES 4,038     2,019
EQUIPMENT LEASE AND SOFTWARE 11,009     5,505
BANK CHARGES 363      
MENTOR 177     177


TY 2024 OtherIncomeSchedule2
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
KKR PRIVATE EQUITY CONGLOMERA 2,857   2,857


TY 2024 OtherProfessionalFeesSchedule
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 69,020 69,020    


TY 2024 TaxesSchedule
Name:
SHIRLEY & BARNETT HELZBERG
 
FOUNDATION
EIN:
43-1265367
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS TAXES 21     21
FOREIGN TAXES 6,283 6,283    
FEDERAL TAXES 12,500