| FIS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 28 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| RGLD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 29 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| PFE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 30 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| AMGN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 31 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| MRK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 32 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| ELV — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 41 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| PHM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PulteGroup, Inc. Common Stock (PHM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 42 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| NVDA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 43 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| XOM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 44 · Annual not_reported · P · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| MSTR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ MicroStrategy Incorporated - Class A Common Stock (MSTR) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 45 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| BC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Brunswick Corporation Common Stock (BC) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 46 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| UNP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 47 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| ADBE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 48 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| AVGO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$100,001 - $250,000 Original ↗ · Row 57 · Annual not_reported · P · $100,001 - $250,000 | Feb 24, 2025 | Sep 14, 2026 |
| JNJ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Johnson & Johnson Common Stock (JNJ) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 58 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| QCOM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 59 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| VRTX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | Not reported | PurchaseAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 60 · Annual not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| TJX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ TJX Companies, Inc. (TJX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 61 · Annual not_reported · S (partial) · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| IEX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDEX Corporation Common Stock (IEX) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 62 · Annual not_reported · S (partial) · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| HOG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Harley-Davidson, Inc. Common Stock (HOG) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 63 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| CMCSA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 64 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| RPD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rapid7, Inc. - Common Stock (RPD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 65 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| LEN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lennar Corporation Class A Common Stock (LEN) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 66 · Annual not_reported · S (partial) · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| INTU — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 67 · Annual not_reported · S (partial) · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| UPS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 68 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| BA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Boeing Company (BA) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 69 · Annual not_reported · S (partial) · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| PRI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Primerica, Inc. Common Stock (PRI) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 70 · Annual not_reported · S (partial) · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| BLK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 71 · Annual not_reported · S · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| XYZ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 72 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| HUBB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hubbell Inc Common Stock (HUBB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 73 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| EPAM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ EPAM Systems, Inc. Common Stock (EPAM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 74 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| AVB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AvalonBay Communities, Inc. Common Stock (AVB) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 75 · Annual not_reported · S (partial) · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| ALB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Albemarle Corporation Common Stock (ALB) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 76 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| HOPE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hope Bancorp, Inc. - Common Stock (HOPE) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 77 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| NSC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 78 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| ITT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ITT Inc. Common Stock (ITT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 79 · Annual not_reported · S (partial) · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| HAL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Halliburton Company Common Stock (HAL) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 80 · Annual not_reported · S (partial) · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| LIN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 106 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| CAT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 107 · Annual not_reported · S (partial) · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| MRP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Millrose Properties, Inc. Class A Common Stock (MRP) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 108 · Annual not_reported · S · $1,001 - $15,000 | Feb 24, 2025 | Sep 14, 2026 |
| PG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Procter & Gamble Company (PG) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 109 · Annual not_reported · S (partial) · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| AKAM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Akamai Technologies, Inc. - Common Stock (AKAM) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 110 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| PWR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 111 · Annual not_reported · S · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| MSFT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$50,001 - $100,000 Original ↗ · Row 112 · Annual not_reported · S (partial) · $50,001 - $100,000 | Feb 24, 2025 | Sep 14, 2026 |
| UNH — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 113 · Annual not_reported · S · $15,001 - $50,000 | Feb 24, 2025 | Sep 14, 2026 |
| TTD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | Not reported | SaleAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 122 · Annual not_reported · S · $1,001 - $15,000 | Feb 24, 2025 | Sep 14, 2026 |
| SNDK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Sandisk Corporation - Common Stock (SNDK) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 123 · Annual not_reported · E · $1,001 - $15,000 | Feb 24, 2025 | Sep 14, 2026 |
| MRP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Millrose Properties, Inc. Class A Common Stock (MRP) [ST] | Not reported | ExchangeAnnual schedule; may repeat a PTRSource rows (1)$1,001 - $15,000 Original ↗ · Row 124 · Annual not_reported · E · $1,001 - $15,000 | Feb 24, 2025 | Sep 14, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | PurchaseSource rows (1)$50,001 - $100,000 Original ↗ · Row 1 · Ptr not_reported · P · $50,001 - $100,000 | Feb 24, 2025 | Sep 11, 2026 |
| ADBE — Adobe Inc. - Common Stock (ADBE) [ST] | Not reported | PurchaseSource rows (1)$15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · P · $15,001 - $50,000 | Feb 24, 2025 | Sep 11, 2026 |