2025-09-08T15:09:36-05:00 2024-12-31 821636547 JAMES JOHNSON LAW PLC 2600 Westown Pkwy West Des Moines IA 50266 990PF 2024-01-01 421285493 Peterson Family Foundation Inc PETE 6233411927 7047 E Greenway Pky 250 Scottsdale AZ 85254 Dean A Peterson President 6233411927 2025-08-31 1 1 James Johnson P00039385 5155057178 2025-09-08 2024 2025-03-06 01:10:19Z X 3274310 X X 10003 10003 73682 73682 99066 454481 99066 182751 182751 12000 1200 10800 920 0 920 2220 1403 0 5665 0 5665 13081 12095 970 33886 14698 18355 140673 140673 174559 14698 159028 8192 168053 419232 3066 3066 358564 358564 2293016 2358810 2912680 2712248 2720440 3274310 0 0 X 0 0 0 0 2712248 2720440 2712248 2720440 2712248 2720440 2712248 8192 0 2720440 0 2720440 Fid SAI Inflation Protected Bond 2024-09-11 2024-12-17 1113 1124 -11 -11 Fid SAI Long Term Treasury 2023-09-23 2024-01-16 6235 5830 405 405 Fidelity SAI US Treasury Bond 2024-01-16 2024-05-07 3145 3185 -40 -40 Fidelity SAI US Treasury Bond 2024-01-16 2024-09-11 1090 1048 42 42 Fidelity SAI US Treasury Bond 2024-10-09 21329 20958 371 371 Fidelity SAI Inflation Focused 2024-06-25 3157 3617 -460 -460 Fidelity SAI Inflation Focused 2022-04-01 2024-08-22 2215 2215 0 0 Fidelity SAI Inflation Focused 2022-04-01 2024-10-09 1116 1338 -222 -222 Fidelity SAI Inflation Focused 2022-04-01 2024-12-17 1097 1100 -3 -3 Strategic Advisers Alternatives 2024-02-20 2086 2147 -61 -61 Strategic Advisers Alternatives 2022-08-04 2024-08-22 2238 2238 0 0 Strategic Advisers Alternatives 2022-08-04 2024-11-21 1121 1104 17 17 Strategic Advisers Core Income 2024-01-16 17010 18919 -1909 -1909 Strategic Advisers Core Income 2024-04-03 12200 14012 -1812 -1812 Strategic Advisers Core Income 2024-06-25 9227 10515 -1288 -1288 Strategic Advisers Core Income 2024-08-19 3276 3357 -81 -81 Strategic Advisers Core Income 2024-08-22 11110 12348 -1238 -1238 Strategic Advisers Core Income 2024-09-11 7775 7775 0 0 Strategic Advisers Core Income 2024-10-22 3242 3242 0 0 Strategic Advisers Core Income 2024-12-17 15150 16466 -1316 -1316 Strategic Advisers Emerging Markets 2018-04-20 2024-05-07 4777 4544 233 233 Strategic Advisers Emerging Markets 2024-08-22 2823 2618 205 205 Strategic Advisers Emerging Markets 2024-10-09 9383 8260 1123 1123 Strategic Advisers Emerging Markets 2019-05-29 2024-10-22 1315 1167 148 148 Strategic Advisers Emerging Markets 2024-10-29 2336 2088 248 248 Strategic Advisers Emerging Markets 2024-12-17 4626 4287 339 339 Strategic Advisers International 2024-04-03 2357 2031 326 326 Strategic Advisers International 2018-02-12 2024-08-19 2268 1891 377 377 Strategic Advisers International 2024-08-22 7847 6544 1303 1303 Strategic Advisers International 2018-04-06 2024-10-09 4135 3423 712 712 Strategic Advisers International 2024-10-22 2772 2333 439 439 Strategic Advisers International 2018-04-20 2024-12-17 9994 8653 1341 1341 Strategic Advisers Large Cap 2018-04-20 2024-04-03 9767 6518 3249 3249 Strategic Advisers Large Cap 2018-04-20 2024-05-07 2625 1756 869 869 Strategic Advisers Large Cap 2018-04-20 2024-06-25 11639 7397 4242 4242 Strategic Advisers Short Duration 2022-11-03 2024-09-11 1092 1071 21 21 Strategic Advisers Short Duration 2022-11-03 2024-10-22 1124 1107 17 17 Strategic Advisers Short Duration 2022-11-03 2024-12-17 1488 1467 21 21 Strategic Advisers Small-Mid Cap 2018-10-16 2024-01-16 2489 2350 139 139 Strategic Advisers Small-Mid Cap 2018-10-16 2024-04-03 2163 1868 295 295 Strategic Advisers US Total Stock 2018-04-20 2024-08-22 22463 15960 6503 6503 Strategic Advisers US Total Stock 2018-04-20 2024-09-11 8889 6348 2541 2541 Strategic Advisers US Total Stock 2024-10-09 18031 12327 5704 5704 Strategic Advisers US Total Stock 2018-07-06 2024-10-22 9384 6335 3049 3049 Strategic Advisers US Total Stock 2018-07-06 2024-10-29 16331 11056 5275 5275 Strategic Advisers US Total Stock 2018-07-06 2024-11-21 22658 14911 7747 7747 Strategic Advisers US Total Stock 2024-12-17 32663 21919 10744 10744 Strategic Advisers US Total Stock 2018-12-07 2024-12-31 1290 890 400 400 Tilray Brands Inc 2024-12-18 12198 61758 -49560 -49560 Capital Gains Dividends P 98622 98622 98622 99066 2336 0 2336 0 2336 1520 0 0 0 1520 0 816 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A Dean A Peterson 6233411927 5605 W Andrea Dr Phoenix AZ 85083 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 David Peterson 9802 La Cresta Cir Huntington Beach CA 92646 Director 2.00 2000 0 0 Pamela Kelly 1712 Concert St Keokuk IA 52632 Director 2.00 2000 0 0 Lori Duppstadt 2820 Pescadero Dr Prairie TX 75054 Director 2.00 2000 0 0 Roger Peterson 107 Lena Ann Dr St Cloud FL 34771 Director 2.00 2000 0 0 Jeff Carithers 2875 Alonzaville Rd Maurertown VA 22644 Director 2.00 2000 0 0 Dean Peterson 5605 W Andrea Dr Phoenix AZ 85083 Director, Pres, Sec 2.00 2000 0 0 NONE 0 NONE 0 0 2778684 390431 0 3169115 0 0 3169115 47537 3121578 156079 156079 2336 2336 153743 0 153743 0 153743 159028 0 159028 153743 90535 0 0 159028 90535 0 0 68493 0 0 0 0 0 0 0 0 85250 0 0 0 X Columbia Mennonite Guest Home 4409 E Saint Charles Rd Columbia MO 65201 Unrelated PC Health Care 4000 Empower Tanzania Inc PO Box 1121 Ames IA 50014 Unrelated PC Health Care 105673 She Is Safe 515 E Crossville Rd Ste 320 Roswell GA 30075 Unrelated PC Education/Charitable 20000 STEM 107 Lena Ann Dr St Cloud FL 34771 Unrelated PC Religious 2000 The Timothy Initiative PO Box 98177 Raleigh NC 27624 Unrelated PC Religious 2000 YouCanFreeUs PO Box 271596 Flower Mound TX 75027 Unrelated PC Education 2000 PlenFleri 20304 Gardenia Dr Huntington Beach CA 92646 Unrelated PC Religious 4000 Scottsdale Bible Church 7601 E Shea Blvd Scottsdale AZ 85260 Unrelated PC Religious 1000 140673 0 14 10003 14 73682 18 99066 0 182751 0 182751 0 0 0 0 0 0 0 0 0 0 Mutual Funds 2358810 2912680 Professional Fees 920 0 920 Investment Advisory Fees 12095 12095 0 IRS Penalty 16 0 0 Administrative Expenses 970 0 970 Foreign Tax on Dividend Income 1403 1403 0 Federal Investment Income Tax 817 0 0