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990PF PREPARATION 3300 1650 1650 SMTHX 455606 412139 IJR 344830 737074 TLT 250970 281709 VGT 199313 475772 RNWIX 415722 426791 ARTJX 210000 260172 DBLFX 376014 338595 GSIMX 200000 283483 LLDYX 425000 389052 PIMIX 448114 410300 EQIX 63916 69264 AVDV 165220 174285 ABBV 43535 82599 AMGN 4181 4608 AAPL 52967 219677 AMAT 17435 60776 AZN 22715 67350 AVGO 129842 168554 CVX 82859 99639 CTAS 76067 95220 CSCO 130935 123471 COP 148963 151936 DOV 48113 76136 DHI 42273 91492 ELV 42978 88653 F 4860 24380 FNV 72926 59727 FCX 135881 168875 GS 118187 158166 HD 106772 166344 JNJ 68426 72100 JPM 54230 87772 LIN 64000 102678 MMC 74595 87156 MRK 71138 104986 MSFT 59755 155681 MS 154074 167011 ORCL 140466 162678 PBR 120908 124774 PG 74762 75468 QCOM 73140 97191 TTE 75869 84697 UNP 73400 89406 UNH 112275 159520 VLO 46845 71370 VZ 74676 88708 V 97177 138506 BOOKKEEPING 2400 1200 1200 ANNEX - INVESTMENT EXPENSES 40169 40169 0 FOREIGN TAXES ON INVESTMENT INCOME 1138 1138 0 DEPARTMENT OF TREASURY: 2023 EXCISE TAX ESTIMATED PAYMENT 100 0 0