2025-11-17T11:56:36-06:00 2024-12-31 990842463 QBCO ADVISORY LLC 15420 W CAPITOL DRIVE BROOKFIELD WI 53005 990PF 2024-01-01 834307305 THE MIDDLETON FAMILY FOUNDATION MIDD 8187475416 19528 VENTURA BLVD PMB 398 TARZANA CA 91356 JAMES KHRISTIAN MIDDLETON DIRECTOR 8187475416 2025-11-14 1 1 TRACY STRIZIC EA MST P00472431 4143696301 2025-11-14 2024 2025-03-06 01:10:19Z X 752223 X 616164 12399 12399 305787 837214 305787 934350 318186 0 0 0 0 0 449 224 0 225 2409 2409 0 0 2473 1058 0 1059 5331 3691 0 1284 147781 147781 153112 3691 0 149065 781238 314495 0 4386 13268 13268 139352 506384 568354 47116 168597 170601 190854 688249 752223 5000 5000 0 X 0 0 0 0 185854 688249 185854 688249 190854 688249 185854 781238 0 967092 278843 688249 ROBERT W. BAIRD - 6462 ST P 2024-01-01 2024-12-31 194148 183930 10218 10218 ROBERT W. BAIRD - 6462 LT P 2024-01-01 2024-12-31 630461 347497 282964 282964 CAPITAL GAINS DIVIDENDS P 12605 12605 12605 305787 10218 4371 0 4371 0 4371 66 0 6900 0 6966 0 2595 2595 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A BRITTNEY MIDDLETON OGIKE 8187475416 19528 VENTURA BLVD PMB 398 TARZANA CA 91356 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES KHRISTIAN MIDDLETON PO BOX 457 MT PLEASANT SC 29465 DIR, PRES, SEC, TREAS 1.00 0 0 0 BRITTNEY MIDDLETON OGIKE 19528 VENTURA BLVD PMB 398 TARZANA CA 91356 VP 5.00 0 0 0 NONE 0 NONE 0 0 625096 9870 0 634966 0 0 634966 9524 625442 31272 31272 4371 4371 26901 0 26901 0 26901 149065 0 149065 26901 0 0 16541 138586 37352 14824 73362 280665 149065 0 0 0 26901 122164 0 0 402829 0 0 0 0 0 0 16541 386288 138586 37352 14824 73362 122164 JAMES KHRISTIAN MIDDLETON X HEART WORK INSTITUTE 619 W WALNUT ST MILWAUKEE WI 53208 PC TO SUPPORT THE BASKETBALL TEAM 1500 BIG BROTHERS BIG SISTERS OF MILWAUKEE 788 N JEFFERSON ST MILWAUKEE WI 53202 PC TO CREATE AND SUPPORT ONE TO ONE MENTORING RELATIONSHIPS 4950 COALITION FOR CHILDREN YOUTH & FAMILIES INC 6737 W WASHINGTON STREET SUITE 2353 WEST ALLIS WI 53214 PC CONNECTING FAMILIES TO RESOURCES AND ADVOCATING FOR THEIR NEEDS THROUGH COMPLEX SYSTEMS AND PROVIDING SUPPORT. 3353 XCEL SERVICES 3347 MT BETHEL ROAD KEITHVILLE LA 71047 PC TO SUPPORT LITERACY PROGRAM 5000 ELITE JAYS BASKETBALL 2206 CHERRY HILL CT RICHMOND TX 77469 PC TO SUPPORT A BASKETBALL TEAM 2500 SOJOURNER HOUSE 619 W WALNUT ST MILWAUKEE WI 53208 PC TO SUPPORT VICTIMS OF DOMESTIC VIOLENCE 1800 DONORS CHOOSE 134 W 37TH ST FLOOR 11 NEW YORK NY 10018 PC TO PROVIDE FUNDING FOR ROBOTS IN PUBLIC SCHOOLS 3464 EVERY 1 VOICE MATTERS PO BOX 412 LADSON SC 29456 PC TO INSPIRE AND EMPOWER YOUTH TO REACH THEIR FULL POTENTIAL AND IMPACT THE WORLD POSITIVELY. 9770 MILWAUKEE ART MUSEUM 700 N ART MUSEUM DRIVE MILWAUKEE WI 53202 PC TO SUPPORT KIDS ART PROGRAMS 2000 CITY OF NORTH CHARLESTON 2500 CITY HALL LANE NORTH CHARLESTON SC 29406 PC TO PROVIDE FUNDING FOR A BASKETBALL COURT 111181 SEABOARD TRADERS 2139 N BOLAND CIRCLE SUITE 200 NORTH CHARLESTON SC 29406 PC TO PROVIDE FUNDING FOR T-SHIRT DONATION 2263 147781 0 14 12399 18 305787 0 318186 0 318186 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES KHRIS MIDDLETON PO BOX 457 MOUNT PLEASANT SC 29465 297924 X 2 JAMES KHRIS MIDDLETON PO BOX 457 MOUNT PLEASANT SC 29465 148166 X 3 JAMES KHRIS MIDDLETON PO BOX 457 MOUNT PLEASANT SC 29465 148182 X 4 JAMES KHRIS MIDDLETON PO BOX 457 MOUNT PLEASANT SC 29465 5000 X 5 NBPA FOUNDATION 1133 AVENUE OF THE AMERICAS NEW YORK CITY NY 10036 12475 X 1 11,494 SHARES LOOMIS SAYLES GROUTH CL Y 297924 2024-04-03 2 446 SHARES OF ISHARES RUSSELL 1000 GROWTH 148166 2024-04-10 3 4,263 SHARES OF DFA U.S. CORE EQUITY II 148182 2024-04-10 DODGE & COX INCOME FUND 38940 39420 GUGGENHEIM TOTAL RETURN BOND 38905 39430 T. ROWE PRICE SHORT - TERM BOND 51518 52316 ALLSPRING CORE BOND 39234 39435 ARTISAN INTERNATIONAL VALUE 66310 66085 CONESTOGA SMALL CAP INST 23114 27166 FEDERATED MDT SMALL CAP CORE 21696 26980 FIDELITY ADVISOR INTL SMALL CAP 24225 23324 FIDELITY MID CAP INDEX FUND 69952 81184 TOUCHSTONE SANDS CAPITAL SELECT 9186 16820 VANGUARD VALUE INDEX ADM SHARES 120201 136804 VICTORY SMALL COMPANY OPPORTUNITIES 26639 26992 VIRTUS KAR INTERNATIONAL SMALL 8045 9248 WCM FOCUSED INTL GROWTH FUNDS 33766 31949 T ROWE PRICE LARGE CAP GROWTH 77321 92439 NUVEEN LARGE CAP GROWTH INDEX 25929 29363 LEGAL SERVICES 449 224 0 225 ADJUSTMENT FOR DIFFERENCE BETWEEN MV AND BASIS OF DONATED STOCK 278843 ADMINISTRATIVE FEES 2117 1058 0 1059 CSC FILING FEES 356 0 0 0 INVESTMENT MANAGEMENT SERVICES 2409 2409 0 0