2025-11-17T15:38:46-06:00 2024-12-31 273279795 STADIG JOHNSON 130 CHESHIRE LN STE 125 MINNETONKA MN 553052015 990PF 2024-01-01 812273523 Mark Walk Wolfinger Foundation MARK 9524766382 130 Cheshire Lane Minnetonka MN 55305 Charles Wolfinger Chairman 9524766382 2025-11-17 1 1 Lindsey Pearson P02180530 9524766382 2025-11-17 2024 2025-03-06 01:10:19Z X 1539905 X 0 X 50149 50149 16826 16826 16826 66975 66975 0 0 0 7092 0 0 6739 6739 0 8018 518 0 222 0 0 22071 7257 0 390000 390000 412071 7257 390000 -345096 59718 11100 4904 4904 518054 139202 139202 677343 699826 1012189 415824 433067 383610 1622321 1276999 1539905 0 0 X 0 0 0 0 1622321 1276999 1622321 1276999 1622321 1276999 1622321 -345096 904 1278129 1130 1276999 Capital Gains Dividends P 16826 16826 16826 16826 830 0 830 0 830 6467 0 0 0 6467 0 5637 840 4797 0 0 0 0 0 0 0 0 0 0 1 1 WY 1 0 0 0 0 1 N/A Stadig Johnson 9524766382 130 Cheshire Lane Suite 125 Minnetonka MN 55305 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Charles Wolfinger c/o 130 Cheshire Lane Suite 125 Minnetonka MN 55305 Chairman & Director 0.00 0 0 0 Cynthia Walk c/o 130 Cheshire Lane Suite 125 Minnetonka MN 55305 Secretary & Director 0.00 0 0 0 Eric Wolfinger c/o 130 Cheshire Lane Suite 125 Minnetonka MN 55305 Treasurer & Director 0.00 0 0 0 NONE 0 NONE 0 0 1738190 10557 0 1748747 0 0 1748747 26231 1722516 86126 86126 830 830 85296 0 85296 0 85296 390000 0 390000 85296 0 0 840870 314349 1155219 390000 0 0 0 85296 304704 0 0 1459923 0 0 0 0 0 0 0 1459923 840870 314349 304704 Cynthia Walk X UC San Diego Foundation 9500 Gilman Drive 0940 La Jolla CA 92093 N/A PC Contribution to the Functional Surfing Reefs Research Fund 390000 390000 0 14 50149 14 16826 0 66975 0 66975 0 0 0 0 0 0 0 0 0 0 BLACKROCK TOTAL RETURN INSTITUTIONAL (MAHQX) 83125 72739 DODGE & COX INCOME CL I (DODIX) 175098 162594 DOUBLELINE TOTAL RETURN BOND FD CL I (DBLTX) 174844 148277 GQG PARTNERS EMERG MKTS EQ INSTL (GQGIX) 117022 143746 ARTISAN INTL VALUE FUND INSTL (APHKX) 92268 128210 WCM FOCUSED INTL GROWTH FUND INSTL (WCMIX) 93566 128439 ISHARES CORE S&P 500 ETF (IVV) 265069 462702 VANGUARD RUSSELL 2000 ETF (VTWO) 131901 149092 Stadig Johnson 7092 0 0 2024 Dividends Paid in 2025 956 Difference in Book Val. of Blackrock Total Ret. Fd. Reported by Third Party 173 Rounding 1 Tax Software 118 0 0 Postage 5 0 0 WY State Annual Reporting Fee 27 0 0 US Bank Bank Fees 72 0 0 2023 Dividends Paid in 2024 904 Evoke Advisors 6739 6739 0 2024 Estimated Excise Tax Based on Investment Income 7500 0 0 Foreign Tax 518 518 0