Civic Intelligence

Wildlife Support Charitable Trust

EIN 41-2029664 • Pennington, NJ

PO Box 1532Pennington, NJ 08534
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$5M-$10M nonprofits • Source year 2024

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$37,480

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

87th percentile

30%

Faster asset growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

240%

Faster revenue growth than 95% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,077,012

Up $1,394,368 (+30%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,077,012

Up $1,394,368 (+30%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin95th percentile

Revenue

Up

$1,725,909

Up $1,218,855 (+240%) from 2023

Expenses

Up

$324,762

Up $63,957 (+25%) from 2023

Net Income

Up

$1,401,147

Up $1,154,898 (+469%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,038,502Liabilities 2011: $02011Assets 2012: $2,870,274Liabilities 2012: $02012Assets 2013: $3,051,097Liabilities 2013: $02013Assets 2014: $3,228,448Liabilities 2014: $02014Assets 2015: $3,278,989Liabilities 2015: $02015Assets 2018: $3,886,771Liabilities 2018: $0Net Assets 2018: $3,886,7712018Assets 2019: $3,884,419Liabilities 2019: $0Net Assets 2019: $3,884,4192019Assets 2020: $3,965,366Liabilities 2020: $0Net Assets 2020: $3,965,3662020Assets 2021: $4,340,638Liabilities 2021: $0Net Assets 2021: $4,340,6382021Assets 2022: $4,436,387Liabilities 2022: $0Net Assets 2022: $4,436,3872022Assets 2023: $4,682,644Liabilities 2023: $0Net Assets 2023: $4,682,6442023Assets 2024: $6,077,012Liabilities 2024: $0Net Assets 2024: $6,077,0122024

Highlighted filing

2024

Assets$6,077,012
Liabilities$0
Net Assets$6,077,012
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $412,284Expenses 2011: $188,492Net Income 2011: $223,7922011Revenue 2012: $210,565Expenses 2012: $378,654Net Income 2012: -$168,0892012Revenue 2013: $326,911Expenses 2013: $172,960Net Income 2013: $153,9512013Revenue 2014: $430,071Expenses 2014: $276,346Net Income 2014: $153,7252014Revenue 2015: $294,310Expenses 2015: $250,520Net Income 2015: $43,7902015Revenue 2018: $438,420Expenses 2018: $148,240Net Income 2018: $290,1802018Revenue 2019: $235,550Expenses 2019: $237,686Net Income 2019: -$2,1362019Revenue 2020: $270,280Expenses 2020: $230,184Net Income 2020: $40,0962020Revenue 2021: $622,914Expenses 2021: $254,804Net Income 2021: $368,1102021Revenue 2022: $371,906Expenses 2022: $276,192Net Income 2022: $95,7142022Revenue 2023: $507,054Expenses 2023: $260,805Net Income 2023: $246,2492023Revenue 2024: $1,725,909Expenses 2024: $324,762Net Income 2024: $1,401,1472024

Highlighted filing

2024

Revenue$1,725,909
Expenses$324,762
Net Income$1,401,147
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,077,012
Liabilities
$0
Net assets
$6,077,012
Revenue
$1,725,909
Expenses
$324,762
Net income
$1,401,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.08$0.00$6.08$1.73$0.32$1.40
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.51$0.26$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.37$0.28$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.62$0.25$0.37
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.27$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.24$0.24$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.44$0.15$0.29
2015Summary only. Only limited summary data is available for this year.$3.28$0.00$0.29$0.25$0.04
2014Summary only. Only limited summary data is available for this year.$3.23$0.00$0.43$0.28$0.15
2013Summary only. Only limited summary data is available for this year.$3.05$0.00$0.33$0.17$0.15
2012Summary only. Only limited summary data is available for this year.$2.87$0.00$0.21$0.38$0.17
2011Summary only. Only limited summary data is available for this year.$3.04$0.00$0.41$0.19$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ACo-Trustee-$37,480-$37,480
MYRON G PHILLIPS DVMCo-Trustee-$0--
MARK PHILLIPSCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Wildlife Support Charitable Trust
EIN
41-2029664
Phone
2128523049
Address
PO BOX 1532, PENNINGTON, NJ 08534

Signing Officer

Name
Bank of America N a
Title
Trustee
Phone
2128523049
Signed
2025-04-21
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML AppendixShowing 400 of 2,147 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0949746JM4 WELLS FARGO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm168389XAH8 ORACLE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2743756AC2 PROV ST JOSEPH HLTH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm320030NBB6 COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm490131HBG9 21ST CENTY FOX AMER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5690742AB7 OWENS CORNING INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6822582AD4 SHELL INTERNATIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7172967JT9 CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8373298BR8 GEORGIA PAC CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm906406HCS6 BANK OF NEW YORK MEL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10172967KJ9 CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11931142CK7 WAL-MART STORES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12244199AZ8 DEERE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1336962G4B7 GENERAL ELEC CAP COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14459200AR2 IBM CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15002824AV2 ABBOTT LABORATORIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16458140CA6 INTEL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17482480AF7 KLA-TENCOR CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18773903AE9 ROCKWELL AUTOMATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1988579EAC9 3M COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2089236TKR5 TOYOTA MOTOR CREDIT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2191324PAR3 UNITEDHEALTH GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2291324PBE1 UNITEDHEALTH GROUP I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23023135CH7 AMAZON.COM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt033582
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt111967
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26329
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt317165
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt42369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt52305
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt62476
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt72002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt82333
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt93000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt103999
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1130370
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125075
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1329869
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1424412
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1533871
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1632706
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1716231
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1837681
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1935044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2033897
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2116955
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2227910
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt030763
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt110359
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25168
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt314818
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt41996
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt52222
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt62177
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt71994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt82244
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt92992
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt103392
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1128772
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt124542
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1329061
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1422579
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1531858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1632911
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1715924
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1835888
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1934042
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2033013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2116490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2227769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0119577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt177203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2199572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4143251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5168314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6161373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7170850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8142062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9167666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10133479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11143125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12113200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13161763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14122770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15168444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16220915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17132517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18254396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19170215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20130268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21125135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22219697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23223343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24151353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25171328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26168093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27140743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0211711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1274730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2193766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3402521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4194733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5273230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6190990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7192960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8200044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9202001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10181797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11185529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12184835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13182164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14176013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15171384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16212285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17198764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18441814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19206888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20161497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21204930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22207285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23215434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24212024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25201045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26181221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27204005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1369550108 GENERAL DYNAMICS COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2742718109 PROCTER & GAMBLE CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5494368103 KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6G5960L103 MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm717275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9437076102 HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11291011104 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1374834L100 QUEST DIAGNOSTICS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1489151E109 TOTAL FINA ELF S.A.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15693506107 PPG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1792343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1922160K105 COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2026701L100 DUTCH BROS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22594918104 MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2302079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2411135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25032095101 AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2603831W108 APPLOVIN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2703990B101 ARES MGMT CORP REG S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28040413205 ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29122017106 BURLINGTON STORES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31243537107 DECKERS OUTDOOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3230303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33337738108 FISERV INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3438141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35443201108 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3646120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3748251W104 KKR & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39573874104 MARVELL TECH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4064110L106 NETFLIX COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4167066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4270450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43743315103 PROGRESSIVE CORP/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44770700102 ROBINHOOD MARKETS, I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4579466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46803054204 SAP AKTIENGESELLSCHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4781762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50L8681T102 SPOTIFY TECH S.A. RE
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0156944
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0152625
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010664
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt06D0B10000 US TRUST OIL GAS MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0285116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0105519
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01547388
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ROYALTY INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt073002
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01725909
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01725909
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01547388
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt022488
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014992
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt037480
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0268000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0268000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt097294
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0105519
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01401147
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08908642
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01547388
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01690231
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04871
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt011023
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt073002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt073002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03388
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0295359
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0324762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01717684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01725909
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027359
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027453
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt056762
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192017-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302024-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362022-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392017-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462018-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522022-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562020-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572024-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582024-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592024-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602022-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612021-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632018-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712017-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722018-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752020-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782020-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852021-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862016-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872016-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882016-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902021-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912021-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932018-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082017-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132024-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1142024-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1152024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1162024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1172024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1182024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1192024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1202024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1212024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1222021-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1232024-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1242024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1252024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1262022-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1272023-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1282024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1292024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1302024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1312024-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1322024-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1332024-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1342021-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1352024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1362024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1372024-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1382024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1392024-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1402024-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1412024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1422024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1432024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1442024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1452024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1462024-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1472024-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1482024-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt210981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt612909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt79807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt849274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9211481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10178500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1161896

Document Assets

No mirrored PDF or thumbnail assets are attached yet.