2025-11-05T23:56:47-06:00 2024-12-31 930928924 PERKINS & COMPANY PC 1211 SW FIFTH AVE SUITE 1000 PORTLAND OR 97204 990PF 2024-01-01 832480395 SEMLER INSTITUTE FOR STRESS MANAGEMENT RESEARCH AND EDUCATION SEML 4155313806 3725 JACKSON STREET SAN FRANCISCO CA 94118 KYLE BACH CURRENT BOARD CHAIR & PRESIDENT 4155313806 2025-11-04 1 1 ROSS LOCKWOOD P01374434 5032210336 2025-11-04 2024 2025-03-06 01:10:19Z X X 304047 X 0 X 5989 5943 25386 127487 19859 31375 25802 0 0 0 16912 4228 12684 745 745 0 1664 12 1652 749 0 749 20070 4985 15085 0 0 20070 4985 15085 11305 20817 7292 1199 1199 168482 111839 120235 41084 129125 143933 49522 35522 38680 266380 277685 304047 0 0 X 266380 277685 266380 277685 266380 277685 266380 11305 0 277685 0 277685 PUBLICLY TRADED SECURITIES 127384 107628 19756 19756 CAPITAL GAINS DIVIDENDS P 103 103 103 19859 289 0 289 0 289 814 0 0 152 966 0 677 677 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A KYLE BACH 4155313806 3725 JACKSON STREET SAN FRANCISCO CA 94118 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HERBERT J SEMLER MD 1776 SW MONTGROMERY DR PORTLAND OR 97201 BOARD CHAIR & DIRECTOR 9.00 0 0 0 ELMA O'DELL 1776 SW MONTGROMERY DR PORTLAND OR 97201 DIRECTOR 2.00 0 0 0 MARY HOUGH 1776 SW MONTGROMERY DR PORTLAND OR 97201 DIRECTOR 4.00 0 0 0 NONE 0 NONE 0 0 282741 14800 0 297541 0 0 297541 4463 293078 14654 14654 289 289 14365 0 14365 0 14365 15085 0 15085 14365 0 0 969578 969578 15085 0 0 0 14365 720 0 0 970298 0 0 0 0 0 0 0 970298 969578 720 X 0 0 14 5989 18 25386 0 31375 0 31375 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16912 4228 12684 630 UNITS NEXTEREA ENERGY CAPITAL HOLDINGS INC 5.65% (NEE.N) 15076 14616 10000 GOLDMAN SACHS 7.401% 10117 10358 10000 SIMON PROPERTY GROUP LP 10329 11326 2380.35 SHS FEDERATED HERMES GOVT OBL AVR 0 2380 10 SHS ELI LILLY & CO (LLY) 3246 7720 16 SHS SALESFORCE INC (CRM) 2277 5349 9 SHS COSTCO WHOLESALE CORP NEW (COST) 4197 8246 300 SHS DIGITAL REALTY TRST 5.850-K(DLR.K) 6659 7029 22 SHS PALO ALTO NETWORKS INC (PANW) 3417 4003 200 SHS ATHENE HOLDING LTD 6.375%-C (ATH.C) 4936 5012 5 SHS ABBVIE INC COM 946 889 2 SHS ADOBE INC 1103 889 6 SHS ADVANCED MICRO DEVICES 869 725 12 SHS ALAPHABET INC CL A 2069 2272 20 SHS AMAZON COM INC 3747 4388 3 SHS AMGEN INC 1003 782 11 SHS APPLE INC 2451 2755 5 SHS BECTON DICKINSON & CO 1206 1134 2 SHS BERKSHIRE HATHAWAY CL-B NEW 880 907 1 SHS BLACKROCK INC 877 1025 8 SHS BLACKSTONE INC 1130 1379 3 SHS BROADCOM INC 653 696 3 SHS CUMMINS INC 879 1046 8 SHS EXXON MOBIL CORP 957 861 3 SHS FISERV INC 613 616 5 SHS GENL DYNAMICS CORP 1489 1317 2 SHS HOME DEPOT INC 721 778 3 SHS JOHNSON AND JOHNSON 479 434 3 SHS JPMORGAN & CHASE CO 639 719 3 SHS META PLATFORMS INC CL A 1424 1757 7 SHS MICROSOFT CORP 2928 2951 25 SHS MONSTER BEVERAGE CORP NEW COM 1296 1314 2 SHS MSCI INC COM 1099 1200 1 SHS NETFLIX INC 633 891 5 SHS NEXTERA ENERGY INC 377 358 15 SHS NVIDIA CORPORATION 1720 2014 6 SHS PROCTOR & GAMBLE 966 1006 5 SHS PROLOGIS INC COM 637 529 4 SHS TESLA INC 911 1615 2 SHS THERMO FISHER SCIENTIFIC 1237 1040 1 SHS TRANE TECHNOLOGIES 402 369 1 SHS TRANSDIGM GROUP 1269 1267 21 SHS US BANCORP COM NEW 1042 1004 27 SHS UBER TECHNOLOGIES INC 1748 1629 4 SHS UNITEDHEALTH GP INC 2275 2023 8 SHS VISA INC CL A 2124 2528 14 SHS WALT DISNEY CO HLDG CO 1321 1559 20 SHS DBX ETF TR XTRACK MSCI EURP 841 824 23 SHS ISHARES BARCLAYS 1-3 YR TSY BD 1891 1886 14 SHS ISHARES CORE S&P SMALL CAP E 1645 1613 28 SHS ISHARES IBOXX HY COR BD ETF 2198 2202 15 SHS ISHARES IBOXX INVEST GR COR BD 1641 1603 15 SHS ISHARES MSCI EMU ETF 743 708 17 SHS ISHARES S&P 500 GRWTH ETF 1551 1726 28 SHS ISHARES S&P MIDCAP 400 INDEX 1732 1745 100 SHS ISHARES SHORT TREASURY BD ETF 11046 11011 18 SHS ISHARES TIPS BOND ETF 1942 1918 65 SHS NYLI HEDGE MULTI-STRATEGY TR 2038 2042 32 SHS PIMCO EHANCED SHRT MTRT EXC 3221 3211 16 SHS SPDR FTSE INT GOV INF-PROCTEX 623 579 2 SHS SPDR GOLD TR GOLD SHS 448 484 45 SHS VANGAURD FTSE EMERGING MARKETS 1992 1982 11 SHS VANGAURD FTSE EUROPE ETF 754 698 27 SHS VANGAURD FTSE PACIFIC ETF 2070 1918 17 SHS VANGAURD REAL ESTATE ETF 1546 1514 85 SHS VANGAURD SHORT TERM BND 6587 6568 45 SHS VANGAURD SHORT TERM CORPORATE 3515 3510 25 SHS VANGAURD TOTAL BOND MARKET 1833 1798 35 SHS VANGAURD TOTAL INTL BOND ETF 1734 1717 30 SHS VANGAURD ETF INDEX 5050 5079 45 SHS WISDOMTREE MGD FUTURES STRAT 1632 1572 BUSINESS REGRISTRATION FEES 694 0 694 BANK FEES 55 0 55 INVESTMENT MANAGEMENT FEES 745 745 0 FOREIGN TAX 12 12 0 FEDERAL TAX WITHOLDING 152 0 152 IRS 1500 0 1500