2024-06-12T10:41:32-05:00 2024-02-29 203294646 BOMBERG HANSON & ASSOCIATES LLC 9800 SHELARD PARKWAY SUITE 208 MINNEAPOLIS MN 55441 990PF 2023-03-01 416075860 HAROLD W SWEATT FOUNDATION HARO 4069953367 P O BOX 161447 BIG SKY MT 59716 WILLIAM S REED CO-TRUSTEE 4069953367 2024-06-11 1 WILLIAM REED XXX-XX-XXXX 0 TIMOTHY P STOEGER CPA P00285599 7632770303 2024-06-11 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 5557750 X X 18993 18993 79060 79060 136105 657329 136105 68 68 0 234226 234226 0 0 0 0 0 24100 12050 0 12050 36100 35440 0 660 60200 47490 0 12710 231000 231000 291200 47490 0 243710 -56974 186736 0 127126 197073 197073 2428127 1987205 4416067 683561 993025 944610 3238814 3177303 5557750 0 0 X 1217038 1217038 0 0 2021776 1960265 3238814 3177303 3238814 3177303 3238814 -56974 0 3181840 4537 3177303 BUILDERS FIRSTSOURCE 2021-07-08 2023-03-06 9841 4821 5020 5020 BUILDERS FIRSTSOURCE 2021-07-08 2023-03-06 9799 4821 4978 4978 APPLE INC 2010-02-16 2023-03-28 20960 955 20005 20005 JP MORGAN CHASE & CO 2022-03-01 2023-03-28 3726 4021 -295 -295 SS&C TECHNOLOGY HLDGS INC 2023-03-28 8672 10513 -1841 -1841 HAWAII ST BOND 2022-10-20 2023-04-03 50000 50000 0 0 MICROSOFT CORP 2006-11-30 2023-04-17 25404 2714 22690 22690 NVIDIA CORP 2022-04-14 2023-06-01 8980 4765 4215 4215 DELTA AIR LINES 2022-01-20 2023-06-12 1495 1471 24 24 PHINIA INC 2023-07-21 8783 6722 2061 2061 MORGAN STANLEY 2019-06-10 2023-07-26 15648 7231 8417 8417 SS&C TECHNOLOGY HLDGS INC 2023-08-03 52322 50411 1911 1911 SPRINT CORP 2022-01-27 2023-09-15 50000 50000 0 0 ARTISAN INTL VALUE FUNDS 2022-03-08 2023-10-06 20826 18653 2173 2173 TEXAS INSTRUMENTS 2023-10-10 89783 32642 57141 57141 VANGUARD INTL GROWTH FUND 2020-07-10 2023-10-10 37597 50520 -12923 -12923 CENTURY HSG CO REV 2020-06-26 2023-11-01 50000 50000 0 0 CELANESE CORP 2023-05-16 2023-11-13 11388 10017 1371 1371 MICROSOFT CORP 2006-11-30 2023-11-14 29883 2393 27490 27490 DELTA AIR LINES 2022-01-20 2023-12-12 1495 1473 22 22 DOUBLELINE TOTAL RET BD 2023-12-27 123834 151590 -27756 -27756 BUILDERS FIRSTSOURCE 2021-07-08 2024-01-24 23316 5491 17825 17825 CAPITAL GAINS DIVIDENDS P 3577 3577 3577 136105 1371 2596 0 2596 0 2596 2050 0 0 0 2050 0 546 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A JENNIFER REED 4069953367 PO BOX 161447 BIG SKY MT 59716 0 0 0 0 0 0 0 0 1 2022 1 0 0 0 0 0 0 0 0 0 0 0 0 IAN M REED PO BOX 161447 BIG SKY MT 59716 CO-TRUSTEE 1.00 0 0 0 WILLIAM S REED PO BOX 161447 BIG SKY MT 59716 CO-TRUSTEE 0.00 0 0 0 HAROLD S REED PO BOX 161447 BIG SKY MT 59716 CO-TRUSTEE 1.00 0 0 0 LACHLAN W REED PO BOX 161447 BIG SKY MT 59716 CO-TRUSTEE 1.00 0 0 0 MARK H REED PO BOX 161447 BIG SKY MT 59716 CO-TRUSTEE 1.00 0 0 0 AIDA REED LUCE PO BOX 161447 BIG SKY MT 59716 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4927090 225431 0 5152521 0 0 5152521 77288 5075233 253762 253762 2596 2596 251166 0 251166 0 251166 243710 0 243710 251166 244036 0 0 243710 243710 0 0 0 0 0 0 0 0 0 0 326 251166 0 0 0 HAROLD W SWEATT FOUNDATION PO BOX 161447 BIG SKY MT 59716 4069953367 APPLICANT'S DISCRETION SHOULD BE UTILIZED. ONLY MAILED REQURESTS ARE PREMITTED. 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