Civic Intelligence

Charlotte'S Web

EIN 52-2007855 • Boston, MA

53 State Street Floor 17Boston, MA 02109
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

14th percentile

-27%

Higher net margin than 14% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

27th percentile

-3.1%

Faster asset growth than 27% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,456,396

Down $46,612 (-3.1%) from 2024

Liabilities

Down

$0

Down $5,225 (-100%) from 2024

Net Assets

Down

$1,456,396

Down $41,387 (-2.8%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin14th percentile

Revenue

Down

$150,265

Down $461,148 (-75%) from 2024

Expenses

Down

$191,201

Down $31,566 (-14%) from 2024

Net Income

Down

-$40,936

Down $429,582 (-111%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,390,505Liabilities 2011: $02011Assets 2012: $1,106,644Liabilities 2012: $02012Assets 2013: $1,141,220Liabilities 2013: $0Net Assets 2013: $1,141,2202013Assets 2014: $1,119,804Liabilities 2014: $0Net Assets 2014: $1,119,8042014Assets 2015: $1,051,258Liabilities 2015: $0Net Assets 2015: $1,051,2582015Assets 2016: $1,009,279Liabilities 2016: $02016Assets 2018: $932,051Liabilities 2018: $0Net Assets 2018: $932,0512018Assets 2019: $923,651Liabilities 2019: $0Net Assets 2019: $923,6512019Assets 2020: $1,042,162Liabilities 2020: $0Net Assets 2020: $1,042,1622020Assets 2021: $1,200,758Liabilities 2021: $0Net Assets 2021: $1,200,7582021Assets 2022: $1,158,928Liabilities 2022: $0Net Assets 2022: $1,158,9282022Assets 2023: $1,109,257Liabilities 2023: $0Net Assets 2023: $1,109,2572023Assets 2024: $1,503,008Liabilities 2024: $5,225Net Assets 2024: $1,497,7832024Assets 2025: $1,456,396Liabilities 2025: $0Net Assets 2025: $1,456,3962025

Highlighted filing

2025

Assets$1,456,396
Liabilities$0
Net Assets$1,456,396
Open 2025 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $81,124Expenses 2011: $306,992Net Income 2011: -$225,8682011Revenue 2012: $7,377Expenses 2012: $291,238Net Income 2012: -$283,8612012Expenses 2013: $39,7872013Revenue 2014: $49,368Expenses 2014: $76,288Net Income 2014: -$26,9202014Revenue 2015: $26,108Expenses 2015: $90,826Net Income 2015: -$64,7182015Revenue 2016: $32,102Expenses 2016: $68,714Net Income 2016: -$36,6122016Revenue 2018: $47,471Expenses 2018: $68,639Net Income 2018: -$21,1682018Revenue 2019: $77,912Expenses 2019: $78,435Net Income 2019: -$5232019Revenue 2020: $146,738Expenses 2020: $30,502Net Income 2020: $116,2362020Revenue 2021: $351,579Expenses 2021: $192,983Net Income 2021: $158,5962021Revenue 2022: $64,264Expenses 2022: $106,094Net Income 2022: -$41,8302022Revenue 2023: $87,310Expenses 2023: $136,522Net Income 2023: -$49,2122023Revenue 2024: $611,413Expenses 2024: $222,767Net Income 2024: $388,6462024Revenue 2025: $150,265Expenses 2025: $191,201Net Income 2025: -$40,9362025

Highlighted filing

2025

Revenue$150,265
Expenses$191,201
Net Income-$40,936
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,456,396
Liabilities
$0
Net assets
$1,456,396
Revenue
$150,265
Expenses
$191,201
Net income
-$40,936
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.19$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.01$1.50$0.61$0.22$0.39
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.09$0.14$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.06$0.11$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.35$0.19$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.15$0.03$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.08$0.08$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.07$0.02
2016Summary only. Only limited summary data is available for this year.$1.01$0.00$0.03$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.03$0.09$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.05$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.01$0.29$0.28
2011Summary only. Only limited summary data is available for this year.$1.39$0.00$0.08$0.31$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN LUSKEYTrusteePT$0--
MATTHEW BUCHSBAUMCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
CHARLOTTE'S WEB
EIN
52-2007855
Phone
6178075000
Address
53 STATE STREET FLOOR 17, BOSTON, MA 02109

Signing Officer

Name
Ann Luskey
Title
Trustee
Phone
6178075000
Signed
2025-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Leonard a Clark Iii
Phone
6178075000
Raw XML AppendixShowing 400 of 2,082 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
AccountingFeesSchedule/AccountingFeesDetail/Amt06500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt275360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4150000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt525000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt670000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt864031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt922502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1077092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1326453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1627719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2012842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2110281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt225379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2419509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt258666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2617614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2750288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2842162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt307954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt346566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt353489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt365313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt387907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt394998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt403959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4110822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4210008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4310138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt445158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4510189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4611384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt477763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4812073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4918385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5011173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5110596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5213005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5311099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5413746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5510535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5614194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt572890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5811404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt598477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6010356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6140835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6210350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6312934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6413344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6511197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6612034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt672826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt689909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6916753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7010414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7112698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt727620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7312066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7427687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0347826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2664281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3497410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4144900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt538413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt665100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt748243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8142930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt953130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10250742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1215684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1331153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1626672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt175422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt184808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt196767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2020949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt227089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt237064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2417929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2510677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2625833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2756207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2851189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt295408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3010713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt325588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt335604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt347382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt354090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt365837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt396083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt404141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4114202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4213193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4310952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4513397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4611663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt479869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4815739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4930046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5012168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5111674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5213923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5310996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5414299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5510693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5621163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt573583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5812199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt598527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6011102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6146259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6214931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6312426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6420333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6510674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6611143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt673699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6811098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6921290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7010589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7113954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7210060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7312424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DOUGLAS ELLIMAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MORGAN STANLEY FINANCE L/O TC-CYN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MORGAN STANLEY FINANCE T-SS SPX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BNP PARIBAS L/O T-SS RTY SPX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INVESCO S&P SPIN-OFF ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES RUSSELL 2000 GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VANGUARD TOTAL STOCK MARKET ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMERICAN TOWER CORP REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AMERIPRISE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ASML HLDG NV SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CHIPOTLE MEXICAN GRILL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26META PLATFORMS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PARKER HANNIFN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SALESFORCE, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ACCENTURE PLC IRELAND CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45AMER EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CHUBB LTD CHF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57KLA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LINDE PLC NEW EUR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MARSH & MCLENNAN COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66PROLOGIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67REPUBLIC SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TAIWAN SEMICONDUCTOR MFG CO LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70TEXAS INSTRUMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74BEYOND MEAT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0134938
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PRIMECAP ODYSSEY FDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0170826
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt031574
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt097191
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt015000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0143765
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0143765
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt097191
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0160600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0160600
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031574
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031574
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40936
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0374221
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt07
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt097191
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0137155
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0191
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt03311
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt03312
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07623
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt044
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0167164
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0191201
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0143765
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0150265
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06564
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06610
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442023-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452024-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472024-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1142024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1152024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1162024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1172024-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1182024-06-14

Document Assets

No mirrored PDF or thumbnail assets are attached yet.