2024-04-12T14:49:05-07:00 2023-12-31 832511064 SCOTT SNIDER CPA PA 530 E Innes Street Salisbury NC 28144 990PF 2023-01-01 203969051 ROBERT L MAULDIN CHARITABLE TRUST ROBE 7042020112 385 WINTERLOCKEN ROAD SALISBURY NC 28144 ROBERT M MAULDIN TRUSTEE 7042020112 2024-04-10 true ROBERT MAULDIN XXX-XX-XXXX true Scott Snider P00283932 7046385822 2024-04-12 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 327025 X X 5587 2725 30 0 0 5587 2725 30 0 0 0 0 0 0 0 0 0 10900 0 10900 0 0 -5313 2725 30 30 9577 9577 7833 4361 4361 0 0 245103 233220 313087 0 0 0 0 0 0 252966 247158 327025 0 0 0 0 0 X 252966 247158 252966 247158 252966 247158 252966 -5313 247653 495 247158 FIDELITY ADVISOR GROWTH OPPORTUNITIES P 2022-06-27 2023-05-12 342 0 324 18 0 0 0 18 JPMORGAN TR I OPPORTUNISTIC OPPORTU. P 2023-05-12 2023-09-19 284 0 272 12 0 0 0 12 WILLIAM BLAIR SM-MID CAP P 2017-10-18 2023-05-12 362 0 329 33 0 0 0 33 GATEWAY FUND CL Y P 2014-08-26 2023-05-12 9016 0 9660 -644 0 0 0 -644 ISHARES EDGE MSCI ETF USA QUALITY FACTOR P 2020-05-05 2023-05-12 856 0 670 186 0 0 0 186 DELAWARE IVY INTL CORE EQUITY OPPORTUN P 2018-07-20 2023-05-12 2110 0 1541 569 0 0 0 569 JPMORGAN TR I OPPORTUNISTIC OPPOR P 2021-05-07 2023-09-19 2498 0 2442 56 0 0 0 56 VANGUARD DIVIDEND ETF DEPRECIATION P 2020-05-05 2023-05-12 9244 0 11594 -2350 0 0 0 -2350 SELECT SECTOR HEALTH CARE P 2009-07-10 2023-05-12 619 0 453 166 0 0 0 166 SELECT SECTOR CONSUMER STAPLES P 2010-07-30 2023-05-12 1054 0 206 848 0 0 0 848 INDUSTRIAL SELECT SECTOR P 2011-08-24 2023-05-12 845 0 296 549 0 0 0 549 VANGUARD INFORMATION TECHNOLOGY P 2011-06-23 2023-05-12 1079 0 367 712 0 0 0 712 3070 0 500 2570 0 0 0 2570 2725 30 38 0 38 0 38 0 38 0 false false false false false false false true true NC true true false false false true N/A MARK MAULDING 7042020112 385 WINTERLOCKEN RD SALISBURY NC 28144 false false false false false false false false false true 2021 false false false false false false false false false false false false MARK M MAULDIN 385 WINTERLOCKEN RD SALISBURY NC 28144 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 CATAWBA COLLEGE, SALISBURY, NC 900 SPENCER CAL RIPKIN LITTLE LEAGUE-SPENCER, NC 2000 SACRED HEART CATHOLIC CHURCH - SALISBURY, NC 4000 CALVARY LUTHERAN CHURCH - SPENCER, NC 4000 0 0 0 0 0 0 0 0 0 X 0 0 0 0 0 0 4500 12000 16500 0 0 16500 0 0 0 0 0 16500 0 0 4500 12000 0 X 0 0 0 0 4500 4500 0 0 4500 0 4500 368510 368510 368510 368510 X SPENCER CAL RIPKIN LITTLE LEAGUE 8TH STREET PARK SPENCER NC 28159 PC OPPORTUNITY FORCHILDREN IN SPORTS 2000 SACRED HEART CATHOLIC CHURCH 375 LUMEN CHRISTI LANE SALISBURY NC 28147 PC EDUCATION 4000 CALVARY EVANGELICAL LUTHERAN CHURCH 303 5TH ST SPENCER NC 28159 PC EDUCATION 4000 CATAWBA COLLEGE 2300 WEST INNES STREET SALISBURY NC 28144 PC EDUCATION 900 10900 5587 5587 5587 3 Supporting activities that allow growth and opportunities for 3 children and adults that they would not otherwise have. 4 Supporting activities that allow growth and opportunities for 4 children and adults that they would not otherwise have. false false false false false false false false false false INVESTMENT ACCOUNT REINVESTMENTS 495