2025-11-12T09:04:43-06:00 2025-07-31 203911651 SUGGS JOHNSON LLC 107 EDGEBROOK DRIVE ANDERSON SC 29621 990PF 2024-08-01 356986951 THE WILLIAM H WILLIMON & PATRICIA PARKER WILLIMON CHARITABLE TRUST WILL 9196992960 139 PINECREST ROAD DURHAM NC 27705 WILLIAM HENRY WILLIMON TRUSTEE & CHAIRPERSON 9196992960 2025-11-12 1 1 JENNIFER LIND P01473129 8642260306 2025-11-12 2024 2025-03-06 01:10:19Z X 47035 X 75163 590 590 1137 1137 26471 124653 26471 103361 28198 0 0 0 568 426 142 568 426 142 120000 120000 120568 426 120142 -17207 27772 3673 188 188 59019 45078 46628 0 219 219 62692 45485 47035 0 0 X 62692 45485 0 0 0 0 62692 45485 62692 45485 62692 -17207 0 45485 0 45485 ML 3434 GAIN LOSS LONG TERM P 2013-09-09 2024-10-24 73333 43721 29612 29612 ML 3434 GAIN LOSS LONG TERM P 2021-11-23 2025-03-11 10646 15298 -4652 -4652 ML 3434 GAIN LOSS SHORT TERM P 2025-03-11 2025-04-01 19246 19334 -88 -88 ML 3434 GAIN LOSS SHORT TERM P 2025-03-11 2025-07-02 19512 17905 1607 1607 ML 3434 GAIN LOSS SHORT TERM P 2025-03-11 2025-03-13 1916 1924 -8 -8 26471 386 0 386 0 386 0 0 0 0 0 0 386 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 0 0 0 1 N/A WILLIAM HENRY WILLIMON 9196992960 139 PINECREST ROAD DURHAM NC 27705 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM HENRY WILLIMON 139 PINECREST ROAD DURHAM NC 27705 TRUSTEE 0.25 0 0 0 PATRICIA PARKER WILLIMON 139 PINECREST ROAD DURHAM NC 27705 TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 37425 17821 0 55246 0 0 55246 829 54417 2721 2721 386 386 2335 0 2335 0 2335 120142 0 120142 2335 0 0 69615 52857 5 35590 11037 169104 120142 0 0 0 2335 117807 0 0 286911 0 0 0 0 0 0 69615 217296 52857 5 35590 11037 117807 WILLIAM HENRY WILLIMON PATRICIA PARKER WILLIMON X CHRIST SCHOOL 500 CHRIST SCHOOL ROAD ARDEN NC 27612 501(C)(3) TO CARRY OUT CHARITY'S EXEMPT OBJECTIVE. 20000 WOFFORD COLLEGE 429 N CHURCH STREET SPARTANBURG SC 29303 501(C)(3) TO CARRY OUT CHARITY'S EXEMPT OBJECTIVE. 100000 120000 0 14 590 14 1137 18 26471 0 28198 0 28198 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM H PATRICIA P WILLIMON 139 PINECREST ROAD DURHAM NC 27705 75163 X COMM SERVICES SELECT 1970 2041 CONSUMER DISCRETIONARY 1887 1993 FIDELITY MSCI UTILITIES 366 387 FIRST TRUST CLOUD 316 369 GLOBAL X FUNDS SHS US 423 457 HEALTH CARE SELECT SPDR 2066 1956 INVESCO AEROSPACE AND 409 438 INVESCO KBW BANK ETF 595 662 INVESCO PREFERRED ETF 236 238 ISHARES BIOTECHNOLOGY 393 398 ISHARES 20+ YEAR 1128 1130 ISHARES EDGE MSCI MIN 922 930 ISHARES TIPS 218 219 ISHARES US HOME 456 487 ISHARES INC CORE MSCI 2269 2353 ISHARES TR CORE MSCI EAF 8324 8269 ISHARES TR US 330 354 PACER DATA & INFRA 61 64 REAL ESTATE SELECT 417 414 SCHWAB SHORT TERM US 460 462 SECTOR SPDR ENERGY 505 523 SPDR PORTFOLIO HIGH 468 474 SPDR US FINANCIAL SECTOR 2630 2723 VANECK SEMICONDUCTOR 1288 1444 VANGUARD SMALL CAP 3714 3865 VANGUARD CONSUMER 880 864 VANGUARD MATERIALS ETF 390 390 VANGUARD INFORMATION 4889 5524 VANGUARD INDUSTRIAL ETF 823 870 VANGUARD INTERM-TERM 941 950 VANGUARD SHORT TERM 1730 1744 VANGUARD INTERMEDIATE 3083 3142 VANGUARD TOTAL INTERNATL 491 494 BLACKROCK LIQUIDITY FUND AT COST 219 219 ADVISORY PROGRAM 568 426 142