2025-05-12T14:01:28-05:00 2024-12-31 041309690 FIDUCIARY TRUST COMPANY PO BOX 55806 BOSTON MA 022055806 990PF 2024-01-01 046109594 THE ROBERTSON TRUST ROBE 6174825270 C/O FIDUCIARY TRUST CO PO BOX 5 BOSTON MA 022055806 KENNETH M ROBERTSON TRUSTEE 6174825270 2025-04-24 true false JOHN AVILA P00644833 6174825270 2025-04-24 2024 2025-03-06 01:10:19Z X 1407993 X 28986 29638 84250 297624 83503 0 113236 113141 0 0 0 0 0 0 6935 6935 0 0 1918 748 0 0 0 0 0 0 0 1785 1785 10638 7683 0 1785 65500 65500 76138 7683 0 67285 37098 105458 0 10 254 254 42259 34936 34936 0 0 0 665382 547652 998670 163856 325763 374133 871507 908605 1407993 0 X 871507 908605 871507 908605 871507 908605 871507 37098 0 908605 0 908605 39. ADOBE SYSTEMS INC COM 2024-10-11 19672 14976 4696 4696 21. AUTOMATIC DATA PROCESSING INC COM 2009-06-11 2024-11-21 6395 692 5703 5703 1. BOOKING HOLDINGS INC 2020-02-11 2024-07-18 4010 1902 2108 2108 459. BRISTOL MYERS SQUIBB CO COM 2024-07-18 20112 6796 13316 13316 165. DOLBY LABORATORIES INC CL A 2022-11-30 2024-10-11 12058 12324 -266 -266 59. EXXON MOBIL CORP 1970-12-02 2024-10-11 7271 85 7186 7186 58. EXXON MOBIL CORP 1970-12-02 2024-11-21 7101 84 7017 7017 1972.929 SEAFARER OVERSEAS GROWTH & INC FD 2024-07-18 24287 24573 -286 -286 990. ISHARES SHORT-TERM CORPORATE BOND ETF 2024-10-11 51677 49895 1782 1782 15. LOWE'S COS INC 2022-08-04 2024-07-18 3697 2960 737 737 18. SNAP-ON INC COM 2020-11-20 2024-11-21 6490 3092 3398 3398 31. TJX COS INC COM (NEW) 2022-08-04 2024-07-18 3515 1962 1553 1553 81. VALERO ENERGY CORP 2020-02-11 2024-03-20 13787 6778 7009 7009 558. VANGUARD FTSE DEVELOPED ETF 2020-02-11 2024-10-11 28937 24669 4268 4268 925. VANGUARD INT HIGH DVD YLD IN 2022-11-28 2024-03-20 63414 55244 8170 8170 853.25 VOYA SECURITIZED CREDIT FUND - I 2022-04-22 2024-10-11 8080 8089 -9 -9 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 CAPITAL GAIN DIVIDENDS P 17121 83503 1466 0 1466 0 1466 701 0 0 701 0 765 0 0 false false false false false false false true true MA true false false false false true FIDUCIARY TRUST COMPANY 6174825270 53 STATE STREET BOSTON MA 02109 false false false false false false false false false false false false false false false false false false false false false MICHAEL S ROBERTSON 2547 NORTH SUMMIT AVE MILWAUKEE WI 53211 TRUSTEE 10 0 ELIZABETH R WHITTERS 60 SWING LN FALMOUTH MA 02540 TRUSTEE 10 0 KENNETH M ROBERTSON APPT'D 1272 2 WINFIELD CT EASTON PA 18045 TRUSTEE 10 0 NONE 0 NONE 0 1353568 29746 0 1383314 0 0 1383314 20750 1362564 68128 68128 1466 1466 66662 0 66662 0 66662 67285 0 0 0 0 67285 66662 0 0 3504 12030 60 8704 7525 31823 67285 0 0 0 66662 623 0 0 32446 0 0 0 0 0 0 3504 28942 12030 60 8704 7525 623 NONE NONE MICHAEL S ROBERTSON 2547 NORTH SUMMIT AVE MILWAUKEE WI 53211 5085613921 LETTER ADDRESSED TO MICHAEL S. ROBERTSON NONE NONE SEE RECIPIENT SCHEDULE ATTACHED PO BOX 55806 BOSTON MA 02205 NONE PC SEE RECIPIENT SCHEDULE 65500 65500 14 28986 18 84250 113236 113236 false false false false false false false false false false SEE ATTACHED SCHEDULE 547652 998670 SEE ATTACHED AT COST 325763 374133 TAX PREPARATION FEE 1750 0 1750 FILING FEE 35 0 35 FIDUCIARY TRUST CO - INV MGMT 6935 6935 FOREIGN TAXES 748 748 0 EXCISE TAXES 1170 0 0