2025-09-14T12:59:08-05:00 2025-04-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990PF 2024-05-01 061483968 RUSSEL R TAYLOR FOUNDATION RUSS 2036228625 CO W J MCKEEVER CO PO BOX 5147 GREENWICH CT 06831 CLAIRE K HALL TRUSTEE 2036228625 2025-09-14 1 1 DENISE C DORIA P01283182 2036228625 X 2024 2025-03-06 01:10:19Z X X 4303113 X 0 X 199 199 68785 68785 422858 639733 422858 533 533 492375 492375 0 0 0 3100 3100 0 33678 33678 0 4648 0 0 68 68 0 41494 36846 0 224070 224070 265564 36846 224070 226811 455529 165716 166546 166546 2136 2136 2136 160381 410592 409936 1761310 1781480 3484574 303159 256623 239921 2390566 2617377 4303113 0 0 X 0 0 0 0 2390566 2617377 2390566 2617377 2390566 2617377 2390566 226811 0 2617377 0 2617377 SPDR GOLD SHARES ETF P 2024-05-10 53 53 0 0 SPDR GOLD SHARES ETF P 2024-06-14 56 56 0 0 SPDR GOLD SHARES ETF P 2024-07-16 52 52 0 0 SPDR GOLD SHARES ETF P 2024-08-15 56 56 0 0 SPDR GOLD SHARES ETF P 2024-09-13 57 57 0 0 SPDR GOLD SHARES ETF P 2024-10-18 57 57 0 0 SPDR GOLD SHARES ETF P 2024-11-15 64 64 0 0 SPDR GOLD SHARES ETF P 2024-12-09 61 61 0 0 DEVON ENERGY CORP-1000 SHS P 2021-07-08 2024-10-25 39210 27701 11509 11509 EDWARDS LIFESCIENCES CORP-600 SHS P 2024-10-31 40577 45056 -4479 -4479 EVERSOURCE ENERGY - 50,000 P 2022-11-02 2024-10-01 50000 50000 0 0 FHLB - 50,000 P 2023-01-03 2024-09-29 50000 50015 -15 -15 NVIDIA CORP-3,000 SHS P 2019-10-03 2024-12-02 416293 12987 403306 403306 SALESFORCE INC-200 SHS P 2024-05-30 43197 30660 12537 12537 422858 6332 0 6332 0 6332 2800 0 0 0 2800 X 0 3532 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A WALTER J MCKEEVER CO LLC 2036228625 15 VALLEY DRIVE GREENWICH CT 06831 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLAIRE K HALL 5 CHAMPLIN STREET NEWPORT RI 02840 TRUSTEE 1.00 0 0 0 ROSE MARIE HURRELL 1 WASHINGTON SQUARE 4G LARCHMONT NY 10538 TRUSTEE (RESIGNED 4/30/25) 1.00 0 0 0 NONE 0 NONE 0 0 4264126 231565 0 4495691 0 0 4495691 67435 4428256 221413 221413 6332 6332 215081 0 215081 0 215081 224070 0 224070 215081 0 0 8110 38910 47020 224070 0 0 0 215081 8989 0 0 56009 0 0 0 0 0 0 0 56009 8110 38910 8989 JONATHAN HALL EXEC DIRECTOR C/O WJM CO LLC PO BOX 5147 GREENWICH CT 06831 2036228625 N/A JONATHAN HALL, EXEC DIRECTOR 203-622-8625 C/O WJM & CO, LLC, PO BOX 5147, GREENWICH, CT 06831 LETTER AND APPLICATION NONE AIFS FOUNDATION 1 HIGH RIDGE PARK STAMFORD CT 06905 PC PROVIDE TUITION SCHOLARSHIPS 199070 BEACON ACADEMY INC 814 SOUTH STREET BOSTON MA 02131 PC SUPPORT PROGRAM THAT PREPARES HIGHLY MOTIVATED STUDENTS FROM COMMUNITIES WITH LIMITED RESOURCES TO SUCCEED IN COMPETITIVE HIGH SCHOOLS, COLLEGES AND CAREERS 20000 THE HOPE FUNDS FOR CANCER RESEARCH 174 BELLEVUE AVE 208 NEWPORT RI 02840 PC SUPPORT TO ENCOURAGE INVESTIGATION OF INNOVATIVE CANCER TREATMENT AND DETECTION FOR THE MOST DIFFICULT TO TREAT AND UNDERSTUDIED CANCERS 5000 224070 0 199 68785 533 422858 0 0 492375 492375 3 INVESTMENT INCOME HELPS PROVIDE SUPPORT FOR FUNDING 4 INVESTMENT INCOME HELPS PROVIDE SUPPORT FOR FUNDING 8 INVESTMENT INCOME HELPS PROVIDE SUPPORT FOR FUNDING 7 INVESTMENT INCOME HELPS PROVIDE SUPPORT FOR FUNDING 0 0 0 0 0 0 0 0 0 0 3100 3100 0 CHARLES SCHWAB 256623 239921 CHARLES SCHWAB 1781480 3484574 297665 301492 112927 108444 ADMINISTRATIVE 68 68 0 CLASS ACTION SETTLEMENT 533 533 533 33678 33678 0 TAX ON INVESTMENT INCOME - SECTION 4940 4648 0 0