2025-06-13T16:29:32-04:00 2025-02-28 815334664 BURGHER TAX SERVICES LLC 2501 RIDGMAR PLZ FORT WORTH TX 76116 990PF 2024-03-01 756024154 BENJAMIN F JOHNSTON FOUNDATION BENJ 8173325256 2501 RIDGMAR PLAZA FORT WORTH TX 76116 SHERWOOD JOHNSTON III PRESIDENT 6027698111 2025-06-12 true BEDFORD BURGHER P00848805 8173325256 2025-06-12 2024 2025-03-06 01:10:19Z X 127781 X X 7 7 3029 3029 1790 33828 1790 4826 4826 3850 1925 1925 1944 972 972 5794 2897 2897 3000 3000 8794 2897 5897 -3968 1929 1628 5467 5467 2497 2614 2614 115901 107977 119700 120026 116058 127781 0 X 30455 30455 89571 85603 120026 116058 120026 116058 120026 -3968 116058 116058 JP MORGAN HEDGED EQUITY 2 FD I P 2024-06-24 686 621 65 65 ISHARES TR 20 YR BD ETF P 2025-02-19 6 10 -4 -4 PACER FDS TR US CASH COWS 100 P 2024-06-24 220 209 11 11 ISHARES TR 20 YR BD ETF P 2025-02-19 44 44 SCHWAB US LARGE-CAP GROWTH ETF P 2024-06-24 2717 2200 517 517 SCHWAB US LARGE-CAP VALUE ETF P 2024-06-24 674 632 42 42 ISHARES TR RUS MD CP GR ETF TRD P 2024-09-15 6377 5751 626 626 ISHARES RUSSELL 2000 ETF TRD P 2024-09-16 5186 4783 403 403 ISHARES RUSSELL 2000 ETF TRD P 2024-09-16 28 26 2 2 AVANTIS US SMALL CAP VALUE ETF P 2025-02-12 98 93 5 5 INVESCO EXCHANGE TRADED FD TR P 2025-02-12 137 129 8 8 JP MORGAN HEDGED EQUITY 2 FD I P 2025-02-12 938 782 156 156 PACER FDS TR US CASH COWS 100 P 2025-02-12 289 261 28 28 SCHWAB US LARGE-CAP GROWTH ETF P 2025-02-12 2518 1792 726 726 SCHWAB US LARGE-CAP VALUE ETF P 2025-02-12 2263 1943 320 320 ISHARES TR 20 YR BD ETF P 2025-02-18 11193 12288 -1095 -1095 ISHARES TR 20 YR BD ETF P 2025-02-18 441 461 -20 -20 1790 1659 27 27 27 27 false false false false false false false true true DE TX true false false false false true N/A BURGHER HAGGARD 8173325256 2501 RIDGMAR PLACE FORT WORTH TX 76116 false false false false false false false false false false false false false false false false false false false false SHERWOOD JOHNSTON III 4502 E CAROB DR GILBERT AZ 85298 PRESIDENT 000.00 0 0 0 KENNETH J UPCHURCH 806 BRAZOS DR SOUTHLAKE TX 76092 VICE PRESIDE 000.00 0 0 0 WESLEY A ROLAND 2501 RIDGMAR PLAZA FORT WORTH TX 76116 SEC/TREASURE 000.00 0 0 0 NONE NONE N/A 123757 4214 0 127971 127971 1920 126051 6303 6303 27 27 6276 6276 6276 5897 5897 6276 2903 5897 2903 2994 3282 X AZ HUMANE SOCIETY 1521 W DOBBINS RD PHOENIX AZ 85041 PUBLIC CHARITABLE 375 C G JUNG INSTITUTE OF DALLAS PO BOX 670527 DALLAS TX 75367 PUBLIC CHARITABLE 375 CARES FOUNDATION 2424 MORRIS AVE STE 110 UNION NJ 07083 PUBLIC CHARITABLE 375 LET'S BE BETTER HUMANS PROJECT 1490 N PHEASANT DR GILBERT AZ 85234 PUBLIC CHARITABLE 375 SOUTHERN METHODIST UNIVERSITY 6425 BOAZ LANE DALLAS TX 75205 EDUCATIONAL 375 SHAWNEE MISSION EDUCATION FUND 8200 WEST 71ST ST SHAWNEE MISSION KS 66204 EDUCATIONAL 187 BRIDGES PTO 5205 SOUTH SOBOBA ST GILBERT AZ 85298 EDUCATIONAL 188 TEN LIVES CLUB 3741 LAKE SHORE RD BLASDELL NY 14219 CHARITABLE 375 MSIA 3500 W ADAMS BLVD LOS ANGELEZ CA 90018 CHARITABLE 375 3000 14 7 14 3029 18 1790 3036 1790 4826 false false false false false false false false false false ISHARES TR RUS MD CP GR ETF TRD PURCHASE 2024-09 13 13 MUTUAL FUNDS AT COST 107977 119700 EXPENSES BANK CHARGES 169 85 84 INVESTMENT COUNSEL FEES 1233 616 617 FRANCHISE TAX 477 239 238 FEDERAL EXCISE TAX 65 32 33 PROFESSIONAL FEES 3850 1925 1925