2025-11-14T10:38:05-06:00 2024-12-31 911233794 HAGEN KURTH PERMAN AND CO PS 1700 SEVENTH AVENUE SUITE 1600 SEATTLE WA 98101 990PF 2024-01-01 810724162 JACKSON FAMILY FOUNDATION DBA THE KIDSTARTER PROJECT JACK 4254855333 1700 7TH AVE STE 1600 SEATTLE WA 98101 ROBERT D JACKSON PRESIDENT 4254855333 2025-11-12 1 0 CARRIE JO UMBA CPA P01442883 2066829200 2024 2025-03-06 01:10:19Z X 499822 X 100000 3939 3939 10812 10812 14163 299413 14163 128914 28914 0 0 0 775 775 0 4998 4998 0 2457 2457 0 8230 8230 0 191500 191500 199730 8230 191500 -70816 20684 21707 1247 1247 5000 5000 5000 106934 33781 43547 131770 215036 217511 155969 78350 78167 137200 154350 154350 558580 487764 499822 0 0 X 0 0 0 0 558580 487764 558580 487764 558580 487764 558580 -70816 0 487764 0 487764 15.013 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2023-08-31 2024-08-01 118 118 0 0 15.605 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2023-12-29 2024-08-01 123 123 0 0 15.453 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2024-01-31 2024-08-01 122 122 0 0 15.412 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2024-02-29 2024-08-01 121 121 0 0 15.577 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2024-03-28 2024-08-01 123 123 0 0 16.075 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2024-04-30 2024-08-01 127 127 0 0 16.215 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2024-05-31 2024-08-01 128 128 0 0 16.443 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2024-06-28 2024-08-01 129 129 0 0 16.606 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2024-07-31 2024-08-01 131 131 0 0 230.324 SHS - ALLSPRING ULTRA SHORT- TERM INCOME FUNDINSTITUTIONAL 2024-04-02 2024-08-01 2018 2006 12 12 18.224 SHS - ALLSPRING ULTRA SHORT- TERM INCOME FUNDINSTITUTIONAL 2024-05-31 2024-08-01 160 159 1 1 18.1 SHS - ALLSPRING ULTRA SHORT- TERM INCOME FUNDINSTITUTIONAL 2024-06-28 2024-08-01 159 158 1 1 18.74 SHS - ALLSPRING ULTRA SHORT- TERM INCOME FUNDINSTITUTIONAL 2024-07-31 2024-08-01 164 164 0 0 2.394 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2023-11-30 2024-08-01 24 23 1 1 2.561 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2023-12-29 2024-08-01 25 25 0 0 2.638 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2024-01-31 2024-08-01 26 26 0 0 2.473 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2024-02-29 2024-08-01 24 24 0 0 2.701 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2024-03-28 2024-08-01 27 26 1 1 2.642 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2024-04-30 2024-08-01 26 26 0 0 2.723 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2024-05-31 2024-08-01 27 27 0 0 2.718 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2024-06-28 2024-08-01 27 27 0 0 2.903 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2024-07-31 2024-08-01 29 29 0 0 7 SHS - INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF 2024-03-13 2024-08-01 161 161 0 0 216 SHS - INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 2023-06-22 2024-05-05 4525 4439 86 86 221 SHS - INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 2024-03-05 2024-08-01 4540 4517 23 23 8 SHS - INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF 2023-06-22 2024-03-13 182 179 3 3 400 SHS - ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 2023-05-16 2024-02-09 20170 20090 80 80 140 SHS - ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 2024-04-02 2024-05-15 7060 7048 12 12 98 SHS - ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 2024-04-02 2024-08-06 4950 4933 17 17 40 SHS - JP MORGAN ULTRA-SHORT INCOME ETF 2023-05-16 2024-01-22 2015 2011 4 4 557 SHS - JP MORGAN ULTRA-SHORT INCOME ETF 2023-05-16 2024-05-15 28056 27997 59 59 250 SHS - JP MORGAN ULTRA-SHORT INCOME ETF 2023-06-15 2024-05-15 12592 12516 76 76 299 SHS - JP MORGAN ULTRA-SHORT INCOME ETF 2024-04-02 2024-05-15 15061 15025 36 36 70000 SHS - MORGAN STANLEY BK UT US RT 05.2500% MAT 03/15/24 FIXED RATE CD 2023-10-17 2024-03-15 70000 69867 133 133 14.189 SHS - VANGUARD ULTRA-SHORT TERM BOND FUND CLASS ADMIRAL 2024-01-31 2024-06-07 283 283 0 0 838.79 SHS - VANGUARD ULTRA-SHORT TERM BOND FUND CLASS ADMIRAL 2024-04-02 2024-06-07 16717 16717 0 0 0.014 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2022-12-30 2024-08-01 0 0 0.036 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2023-02-28 2024-08-01 0 0 153.159 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2023-06-15 2024-08-01 1205 1190 15 15 7.359 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2023-06-30 2024-08-01 58 57 1 1 14.695 SHS - ALLSPRING SHORT-TERM HIGH INCOME FUND CLASS INST 2023-07-31 2024-08-01 116 115 1 1 68.414 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2021-12-23 2024-08-01 673 686 -13 -13 0.075 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2021-12-29 2024-08-01 1 1 0 0 0.04 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2021-12-31 2024-08-01 0 0 0.305 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-01-31 2024-08-01 3 3 0 0 0.297 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-02-28 2024-08-01 3 3 0 0 0.361 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-03-31 2024-08-01 4 4 0 0 0.371 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-04-29 2024-08-01 4 4 0 0 0.412 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-05-31 2024-08-01 4 4 0 0 0.423 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-06-30 2024-08-01 4 4 0 0 0.495 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-07-29 2024-08-01 5 5 0 0 0.548 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-08-31 2024-08-01 5 5 0 0 158.571 SHS - ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL 2022-09-19 2024-08-01 1560 1532 28 28 78 SHS - ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 2023-05-16 2024-08-06 3940 3918 22 22 199 SHS - ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF 2023-06-15 2024-08-06 10051 9989 62 62 99 SHS - JP MORGAN ULTRA-SHORT INCOME ETF 2022-09-19 2024-05-15 4987 4964 23 23 1 SHS - VANGUARD GROWTH ETF 2016-04-05 2024-06-25 374 299 75 75 21 SHS - VANGUARD GROWTH ETF 2016-04-05 2024-10-23 8135 6269 1866 1866 14 SHS - VANGUARD GROWTH ETF 2016-04-28 2024-06-25 5236 4197 1039 1039 105 SHS - VANGUARD LARGE-CAP ETF 2016-01-15 2024-05-15 25428 21945 3483 3483 33 SHS - VANGUARD LARGE-CAP ETF 2016-01-15 2024-10-23 8745 6897 1848 1848 21 SHS - VANGUARD MID-CAP ETF 2016-01-15 2024-10-23 5577 2498 3079 3079 0.006 SHS - VANGUARD ULTRA-SHORT TERM BOND FUND CLASS ADMIRAL 2022-12-22 2024-06-07 0 0 155 SHS - VANGUARD VALUE ETF 2015-12-17 2024-05-15 25241 22010 3231 3231 45 SHS - VANGUARD VALUE ETF 2015-12-17 2024-10-23 7884 9026 -1142 -1142 14163 288 0 288 0 288 1789 0 0 0 1789 0 1501 1501 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A SHARON K JACKSON CO HKP ADVISORS 2066829200 1700 7TH AVE STE 1600 SEATTLE WA 98101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT D JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 PRESIDENT & CHAIRMAN 2.00 0 0 0 SHARON K JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 VP, SECRETARY & TREASURER 2.00 0 0 0 RYAN JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 DIRECTOR 1.00 0 0 0 BREANNA JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 DIRECTOR 1.00 0 0 0 LAUREN TANNESEN C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 DIRECTOR 1.00 0 0 0 JON TANNESEN C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 291845 12003 155063 458911 0 0 458911 6884 452027 22601 22601 288 288 22313 0 22313 0 22313 191500 0 191500 22313 0 0 187131 185644 114951 141410 144615 773751 191500 0 0 0 22313 169187 0 0 942938 0 0 0 0 0 0 187131 755807 185644 114951 141410 144615 169187 ROBERT D JACKSON SHARON K JACKSON X BIRTHDAY DREAMS PO BOX 2722 RENTON WA 98056 N/A NC TO FUND HOMELESS CHILDREN. 34000 ENGLISH SPRINGER RESCUE AMERICA 1025 ROSE CREEK DRIVE SUITE 620-305 WOODSTOCK GA 30189 N/A NC TO PROVIDE FOSTER CARE TO ENGLISH SPRINGERS IMPOUNDED BY HUMANE SOCIETIES, PRIVATE SHELTERS, AND ANIMAL CONTROL FACILITIES NATIONWIDE, AS WELL AS TO OFFER ADOPTION REFERRAL SERVICES FOR THOSE AGENCIES. 3000 HOME COURT PO BOX 1089 WOODINVILLE WA 98072 N/A NC TO FUND SPORTS / LIFE SKILLS FOR CHILDREN. 120000 SAFE PLACE 545 SOUTH 2ND STREET LOUISVILLE KY 40202 N/A NC NATIONAL YOUTH OUTREACH AND PREVENTION PROGRAM FOR YOUNG PEPOPLE IN NEED OF IMMEDIATE HELP AND SAFETY 12500 THE GOODTIMES PROJECT 7400 SAND POINT WAY NE 101S SEATTLE WA 98115 N/A NC TO PROVIDE COST-FREE PROGRAMMING TO HELP FAMILIES DEALING WITH CANCER TO RECONNECT WITH A WORLD BEYOND THEIR CANCER DIAGNOSIS. 6000 CAF AMERICA 225 REINEKERS LANE SUITE 375 ALEXANDRIA VA 223142840 N/A NC TO ACCELERATE PROGRESS IN SOCIETY TOWARDS A FAIR AND SUSTAINABLE FUTURE FOR ALL. 10000 BBRC FOUNDATION PO BOX 3003 BELLEVUE WA 98009 N/A NC TO CHANGE LIVES IN OUR LOCAL AND WORLD COMMUNITIES THROUGH SERVICE AND FINANCIAL SUPPORT. 5000 EVERETT ANIMAL SHELTER 333 SMITH ISLAND ROAD EVERETT WA 98201 N/A NC UNRESTRICTED 1000 191500 0 14 3939 14 10812 18 14163 0 28914 0 28914 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT AND SHARON JACKSON C/O 1700 SEVENTH AVE SUITE 1600 SEATTLE WA 98101 100000 X ACCOUNTING FEES 4998 4998 0 FIXED INCOME MUTUAL FUNDS 215036 217511 COMMON STOCK 33781 43547 FIXED INCOME STOCK AT COST 78350 78167 LEGAL FEES 775 775 0 LIFE INSURANCE - CSV 137200 154350 154350 UBS MANAGEMENT FEES 2457 2457 0