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APPLE INC 2021-01-07 2024-02-29 1800 663 1137 1137 56.689 ARTISAN INTERNATIONAL SMALL-MID INSTL 2023-07-17 2024-02-29 1010 1000 10 10 99.932 ARTISAN INTERNATIONAL SMALL-MID INSTL 2021-07-16 2024-02-29 1780 1533 247 247 7. BECTON DICKINSON & COMPANY 2022-12-14 2024-02-29 1648 1477 171 171 5. BLACKSTONE INC 2024-02-29 2024-06-10 633 631 2 2 29. BORGWARNER INC 2022-12-14 2024-02-29 898 1041 -143 -143 2. BROADCOM INC 2016-07-19 2024-02-29 2598 321 2277 2277 7. CHEVRON CORPORATION 2023-06-15 2024-02-29 1064 1112 -48 -48 4. CHEVRON CORPORATION 2022-12-14 2024-02-29 608 632 -24 -24 3. CISCO SYSTEMS INC 2023-06-15 2024-02-29 145 155 -10 -10 40. COCA COLA CO 2022-03-17 2024-02-29 2398 1971 427 427 5. CONSTELLATION ENERGY CORP 2023-05-19 2024-02-29 836 412 424 424 11. CORTEVA INC 2023-05-19 2024-02-29 587 625 -38 -38 40. DELTA AIRLINES INC 2015-06-16 2024-02-29 1682 1624 58 58 1. WALT DISNEY CO 2021-01-28 2024-02-29 111 172 -61 -61 5. DOLLAR GENERAL CORP 2023-07-17 2024-02-29 727 815 -88 -88 4. DOLLAR GENERAL CORP 2020-03-25 2024-02-29 582 560 22 22 815.231 PARAMETRIC COMMODITY STRATEGY I 2022-03-09 2024-02-29 4867 5752 -885 -885 1280.398 FEDERATED HERMES INSTL HIGH YIELD BD INS 2022-07-12 2024-02-29 11178 11742 -564 -564 2. GOLDMAN SACHS GROUP INC 2021-10-27 2024-02-29 771 749 22 22 3. INTUITIVE SURGICAL INC 2023-01-24 2024-02-29 1163 774 389 389 2. ISHARES CORE S&P 500 ETF 2020-11-06 2024-02-29 1020 704 316 316 32.268 JPMORGAN EMERGING MARKETS EQUITY L 2023-07-17 2024-02-29 960 1000 -40 -40 389.175 JPMORGAN EMERGING MARKETS EQUITY L 2020-11-06 2024-02-29 11578 6118 5460 5460 1407.583 JPMORGAN MORTGAGE-BACKED SECURITIES CL I 2009-12-17 2024-02-29 14090 15469 -1379 -1379 738.771 MFS INTERNATIONAL EQUITY R6 2019-02-13 2024-02-29 24919 15613 9306 9306 2946.223 MAINSTAY MACKAY US INFRST-R6 2024-02-29 2024-05-01 21773 21844 -71 -71 728.155 MNSTY CNDRM EMRG MRKTS-R6 2024-02-29 2024-05-01 7034 6808 226 226 289.338 NYLI MACKAY HIGH YIELD MUNI BOND CLASS R 2023-08-24 2024-02-29 3437 3272 165 165 1. MCDONALDS CORP 2023-06-15 2024-02-29 292 292 6. MERCK & CO INC 2020-03-25 2024-02-29 764 400 364 364 2. MICROSOFT CORP 2022-06-28 2024-02-29 819 525 294 294 10. MORGAN STANLEY 2020-03-25 2024-02-29 857 347 510 510 483.395 NATIXIS VGHN NLSN S/C VL-N 2024-03-26 2024-05-01 9692 10117 -425 -425 228.972 NEUBERGER BERMAN LONG SHORT INSTL 2023-08-24 2024-02-29 4076 3863 213 213 125.698 NEUBERGER BERMAN LONG SHORT INSTL 2021-12-31 2024-02-29 2237 2250 -13 -13 5. NVIDIA CORPORATION 2020-07-15 2024-02-29 3966 512 3454 3454 508.96 PIMCO PREFERRED AND CAPITAL SECURITIES I 2023-08-24 2024-02-29 4591 4296 295 295 32.626 PRINCIPAL MIDCAP INSTL 2019-02-13 2024-02-29 1336 844 492 492 5. PROCTER & GAMBLE CO 2023-06-15 2024-02-29 795 740 55 55 31.31 T ROWE PRICE SMALL-CAP STOCK FUND I CLAS 2022-01-13 2024-02-29 1858 2029 -171 -171 540.759 T ROWE PRICE U.S. TREASURY LONG-TERM IND 2023-07-17 2024-02-29 4050 4341 -291 -291 983.629 T ROWE PRICE U.S. TREASURY LONG-TERM IND 2022-10-12 2024-02-29 7367 8480 -1113 -1113 1. SALESFORCE INC 2019-10-17 2024-02-29 307 146 161 161 28. SCHLUMBERGER 2022-12-14 2024-02-29 1347 720 627 627 720.461 SEGALL BRYANT & HAMILL SMALL CAP VALUE I 2024-02-29 2024-03-26 10122 10072 50 50 4. SYSCO CORP 2022-12-14 2024-02-29 323 343 -20 -20 5. UNION PACIFIC CORP 2021-01-07 2024-02-29 1269 985 284 284 1614.908 VANGUARD LONG-TERM INVESTMENT-GRADE ADMI 2022-07-12 2024-03-01 12661 16169 -3508 -3508 1239.894 VANGUARD INTERM-TERM INVESTMENT-GRADE 2023-06-01 2024-03-01 10576 10539 37 37 796.181 VANGUARD SHORT-TERM TREASURY FUND ADMIRA 2023-07-17 2024-03-01 7819 7847 -28 -28 2435.683 VANGUARD SHORT-TERM TREASURY FUND ADMIRA 2022-10-12 2024-03-01 23918 24619 -701 -701 3. VISA INC CL A 2014-04-10 2024-02-29 848 151 697 697 6. VULCAN MATERIALS CO 2020-09-14 2024-02-29 1594 774 820 820 16. WALMART INC 2020-03-25 2024-02-29 940 595 345 345 8. ZOETIS INC CL A 2021-02-03 2024-02-29 1592 1251 341 341 3. LINDE PLC 2021-01-07 2024-02-29 1341 820 521 521 10. CHUBB LIMITED 2023-04-20 2024-02-29 2513 2037 476 476 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 CAPITAL GAIN DIVIDENDS P 2195 23472 412 0 412 3253 0 108 0 0 108 0 108 0 108 false false false false false false false true true CO true false false false false true MIDWEST TRUST COMPANY 9133190300 5901 COLLEGE BOULEVARD SUITE 100 OVERLAND PARK KS 662111503 false false false false true false false false false true 2023 true 2023 false false false false false false false false false false false false MIDWES TRUST CORPORATION 5901 College Blvd Ste 100 OVERLAND PARK KS 66211 TRUSTEE 2 1171 BMO BANK NA PO BOX 95672 CHICAGO IL 60694 PRIOR TRUSTEE 2 4129 NONE 0 NONE 0 434239 46445 0 480684 0 0 480684 7210 473474 23674 23674 0 23674 0 23674 0 23674 10479 0 0 0 0 10479 23674 17448 0 0 0 0 0 0 0 10479 10479 0 0 0 0 0 0 0 0 0 0 6969 23674 0 0 0 0 0 0 0 0 X Humane Society of the United States 2100 L STREET NW Washington DC 20037 NONE PC UNRESTRICTED GIFT 4477 Morris Animal Foundation 720 SOUTH COLORADO BLVD DENVER CO 80246 NONE PC UNRESTRICTED GIFT 5472 9949 14 12295 18 23472 SECTION 897 CAPITA 14 3 35770 35770 false false false false false false false false false false VARIOUS CORPORATE BONDS VARIOUS CORPORATE STOCKS SEE ATTACHED STATEMENT AT COST 281434 443172 VARIOUS OTHER ASSETS 20041 0 0 MUTUAL FUND TIMING ADJUSTMENT 83 SECTION 897 CAPITAL GAIN 3 3 BLACKSTONE INC ROC ADJUSTMENT 5 INVESTMNT MNGMNT FEES (NON-DED 1171 1171 FOREIGN TAXES 7 7 0 FEDERAL TAX PAYMENT - PRIOR YE 77 0 0 FEDERAL ESTIMATES - PRINCIPAL 108 0 0 FOREIGN TAXES ON QUALIFIED FOR 125 125 0 FOREIGN TAXES ON NONQUALIFIED 11 11 0