| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Ballard Law PC | 1,055 | 1,055 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Raymond James | 1,742,132 | 2,013,433 |
| Description | Amount |
|---|---|
| Basis Adjustment | 814 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Investment Fees | 7,384 | 7,384 | 0 | 0 |