2025-11-13T13:43:47-06:00 2025-06-30 540504608 BROWN EDWARDS & COMPANY LLP 1815 JEFFERSON STREET BLUEFIELD WV 24701 990PF 2024-07-01 541829427 THE MARSHALL MILLER FOUNDATION MARS 8437150994 26 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 SHARON H MILLER TRUSTEE 8437150994 2025-10-27 1 1 J K SIMMONS P00545190 3043258157 2025-10-27 2024 2025-03-06 01:10:19Z X 1515409 X 318931 29631 29631 72114 385656 72114 21521 12914 442197 114659 0 0 0 2470 2470 0 9420 9420 0 1814 100 0 100 0 0 13804 11990 0 135000 135000 148804 11990 135000 293393 102669 20199 165099 165099 13464 197361 197361 182584 165154 820802 239121 221147 332147 455368 748761 1515409 0 0 X 0 0 0 0 455368 748761 455368 748761 455368 748761 455368 293393 0 748761 0 748761 120 SHS APPLE INC COM 2024-08-13 26567 1319 25248 25248 20 SHS CATERPILLAR INC COM 2024-08-13 6763 521 6242 6242 30 SHS MICROSOFT CORP COM 2024-08-13 12426 846 11580 11580 30 SHS PROCTER & GAMBLE CO COM 2024-08-13 5001 838 4163 4163 250 SHS APPLE INC COM 2024-09-23 57078 2297 54781 54781 105 SHS CATERPILLAR INC COM 2024-09-23 38904 2736 36168 36168 185 SHS EXCHANGE TRADED CONCEPTS TR 2024-09-23 10210 12496 -2286 -2286 125 SHS APPLE INC COM 2024-12-19 31397 621 30776 30776 60 SHS APPLE INC COM 2025-02-13 14503 298 14205 14205 20 SHS CATERPILLAR INC COM 2025-02-13 7118 521 6597 6597 120 SHS MICROSOFT CORP COM 2025-02-13 49138 3382 45756 45756 145 SHS PROCTER & GAMBLE CO COM 2025-02-13 24728 4051 20677 20677 110 SHS VANGUARD INTL EQUITY INDEX FDS FTSE 2025-02-13 6710 5478 1232 1232 FROM MADISON PROPERTIES, LLC K-1 2024-07-01 95113 278138 -183025 -183025 72114 1427 0 1427 0 1427 1440 0 0 0 1440 0 13 13 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A SHARON H MILLER 8437150994 26 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON H MILLER 26 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 TRUSTEE 1.00 0 0 0 TRACY M HASH 801 PENDLETON DRIVE SALEM VA 24153 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1240532 233653 0 1474185 0 0 1474185 22113 1452072 72604 72604 1427 1427 71177 0 71177 0 71177 135000 0 135000 71177 0 0 2278 25817 222344 250439 135000 0 0 0 71177 63823 0 0 314262 0 0 0 0 0 0 0 314262 2278 25817 222344 63823 SHARON H MILLER 26 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 8437150994 NONE NONE NONE ARTS CENTER OF COASTAL CAROLINA 14 SHELTER COVE LANE HILTON HEAD ISLAND SC 29928 NONE PC GENERAL FUNDING, CHILDREN'S PROGRAMS 15000 BOYS & GIRLS CLUB 151 GUMTREE ROAD HILTON HEAD ISLAND SC 29925 NONE PC GENERAL FUNDING 20000 CARING CLOWNS INTERNATIONAL PO BOX 75 SUQUAMISH WA 98392 NONE PC GENERAL FUNDING 5000 COMMUNITY FOUNDATION OF THE VIRGINIAS INC 128 NORTH STREET BLUEFIELD WV 24701 NONE PC COLLEGE SCHOLARSHIPS 20000 HHI DEEP WELL PROJECT PO BOX 5543 HILTON HEAD ISLAND SC 29938 NONE PC FOOD PANTRY 5000 HILTON HEAD SYMPHONY ORCHESTRA 7 LAGOON ROAD HILTON HEAD ISLAND SC 29928 NONE PC GENERAL FUNDING 10000 LEAN ENSEMBLE PO BOX 23214 HILTON HEAD ISLAND SC 29925 NONE PC GENERAL FUNDING 5000 MEMORY MATTERS 117 WM HILTON PKWY HILTON HEAD ISLAND SC 29926 NONE PC GENERAL FUNDING 20000 ST ANDREW BY-THE-SEA UMC 20 POPE AVE HILTON HEAD ISLAND SC 29928 NONE PC SOUP KITCHEN AND GENERAL FUNDING 20000 VOLUNTEERS IN MEDICINE CLINIC 15 NORTHRIDGE DRIVE HILTON HEAD ISLAND SC 29926 NONE PC SUPPORT MISSION TO PROVIDE QUALITY HEALTHCARE TO THOSE IN NEED 15000 135000 0 14 29631 16 21521 18 72114 0 123266 0 123266 0 0 0 0 0 0 0 0 0 0 X X 1 MARSHALL S MILLER ESTATE 26 OUTERBRIDGE CIRCLE HILTON HEAD ISLAND SC 29926 318931 X BROWN, EDWARDS & COMPANY, L.L.P. 2470 2470 0 APPLE INC 2187 90275 BRISTOL-MYERS SQUIBB CO 17821 18516 CATERPILLAR INC 7297 108699 COCA-COLA CO 7529 21225 COMCAST CORP 6598 21414 CSX CORP 8034 64118 DOMINION ENERGY INC 11443 14808 HOME DEPOT INC 3821 73328 INTEL CORP 6580 5600 INTERNATIONAL BUSINESS MACHINES CORP 12537 39795 JOHNSON & JOHNSON 7765 22912 MCDONALD'S CORP 6172 29217 MEDTRONIC PLC SHS 14028 16562 MICROSOFT CORP 7045 124353 NEXTERA ENERGY INC 10486 42763 PROCTER & GAMBLE 16762 95592 SCHLUMBERGER LTD 5565 5915 SYSCO CORP 5388 15148 SHELL PLC SPON ADS 8096 10562 FIRST TRUST EXCHANGE TRADED FUND II AT COST 12347 20407 INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT AT COST 5039 23626 ISHARES BIOTECHNOLOGY AT COST 3665 18976 ISHARES CORE S&P MID-CAP MKT AT COST 17305 31010 ISHARES CORE S&P SMALL-CAP MKT AT COST 11282 16394 ISHARES IBOXX HIGH YIELD CORPORATE BOND AT COST 35930 33066 ISHARES MSCI EAFE AT COST 40809 49165 ISHARES MSCI EMERGING MARKETS AT COST 21632 27497 ISHARES S&P MIDCAP 400 GROWTH MKT AT COST 8108 49129 ISHARES SELECT DIVIDEND MKT AT COST 5120 15937 ISHARES TRUST PREFERRED AND INCOME SECURITIES AT COST 59910 46940 OFFICE SUPPLIES 100 0 0 FROM MADISON PROPERTIES LLC K-1 21521 12914 21521 BURKE & HERBERT BANK 9420 9420 0 FOREIGN TAX WITHHOLDING 100 100 0 FEDERAL EXCISE TAX 1714 0 0