2025-12-01T12:08:44-06:00 2025-09-30 994260840 DOEREN MAYHEW 2600 NORTH LOOP WEST SUITE 600 HOUSTON TX 77092 990PF 2024-10-01 760262887 CAROLE & GENE CHAMBERS FOUNDATION CARO 2813980828 4003 EMERALD BRANCH LANE KATY TX 77450 EUGENE CHAMBERS SECRETARY 2813980828 2025-12-01 1 1 CAROL SZWED ROELL CPA MST P01452273 7137897077 2025-11-21 2024 2025-03-06 01:10:19Z X 960778 X 3260 X 42323 42323 11295 46438 11295 56878 53618 0 0 0 2410 2410 0 828 0 0 3238 2410 0 47300 47300 50538 2410 47300 6340 51208 7690 10789 10789 474015 452511 639675 304830 329553 310314 786535 792853 960778 22 0 22 0 X 786513 792853 0 0 0 0 786513 792853 786535 792853 786513 6340 0 792853 0 792853 FIDELITY TOTAL BOND FUND 2150 2387 -237 -237 ISHARES INTERNATIONAL SEL DIV ETF 10332 10738 -406 -406 SPDR S&P DIVIDEND ETF 6721 3522 3199 3199 THORNBURG INVESTMENT INCOME BUILDER 9400 6063 3337 3337 VANGUARD FTSE DEVELOPED MKTS ETF IV 11090 7940 3150 3150 WISDMTRE US SMLCP QLT DIV GRW ETF 4521 2437 2084 2084 WISDMTREEMRG MRKT HG DIV 2224 2056 168 168 11295 712 0 712 0 712 897 0 0 0 897 0 185 185 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A GENE CHAMBERS 7138748124 4003 EMERALD BRANCH LANE KATY TX 774508044 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLE BARRETT CHAMBERS 4003 EMERALD BRANCH LN KATY TX 77450 PRESIDENT 0.50 0 0 0 EUGENE CARROLL CHAMBERS 4003 EMERALD BRANCH LN KATY TX 77450 V.P. / SEC. 1.00 0 0 0 CHRISTINE CAROLE CHAMBERS 4003 EMERALD BRANCH LN KATY TX 77450 ASST. TRES. 0.00 0 0 0 NONE 0 NONE 0 0 933590 11905 0 945495 0 0 945495 14182 931313 46566 46566 712 712 45854 0 45854 0 45854 47300 0 47300 45854 0 0 954 954 47300 0 0 0 45854 1446 0 0 2400 0 0 0 0 0 0 0 2400 954 1446 X MD ANDERSON CANCER CENTER PO BOX 4486 HOUSTON TX 77210 N/A PUBLIC CHARITY SUPPORT M.D. ANDERSON CANCER RESEARCH 10000 EYES ON ME INC 10750 HAMMERLY BLVD SUITE 263 HOUSTON TX 77043 N/A PUBLIC CHARITY TO MENTOR, DISCIPLE, AND SERVE AT-RISK YOUTH AND THEIR FAMILIES. 5000 HOPE PREGNANCY CENTER 205 BRENTWOOD DRIVE COLLEGE STATION TX 77840 N/A PUBLIC CHARITY MINISTRY TO THE UNBORN 5000 PREGNANCY HELP CENTER W HOUSTON- ADIRA CLINIC 1450 E SUMMITRY CIRCLE KATY TX 77449 N/A PUBLIC CHARITY UNBORN & MOTHER MINISTRY 5000 ELIJAH RISING 5818 SOUTH WEST FREEWAY HOUSTON TX 77057 N/A PUBLIC CHARITY MISSION TO END SEX TRAFFICKING IN HOUSTON 3000 ALPHA PRISON MINISTRIES PO BOX 9216 WYOMING MI 49509 N/A PUBLIC CHARITY GENRAL SUPPORT 3000 PRESTONWOOD PREGNANCY CENTER 690 WEST CAMPBELL RD SUITE 150 RICHARDSON TX 75080 N/A PUBLIC CHARITY UNBORN & MOTHER MINISTRY 2500 PTSD FOUNDATION OF AMERICA - CAMP HOPE 9724 DERRINGTON ROAD HOUSTON TX 77064 N/A PUBLIC CHARITY ASSISTANCE TO VETERANS & FAMILIES AFFECTED BY PTSD 2500 VINDEX MEDIA- THE WHITE ROSE RESISTANCE 1120 S RACKHAM WAY STE 300 MERIDIAN ID 83642 N/A PUBLIC CHARITY GENERAL SUPPORT 2500 YMCA OF THE ROCKIES - MISSION 623 2515 TUNNEL ROAD ESTES PARK CO 80511 N/A PUBLIC CHARITY MINISTRY TO TROOPS & FAMILY 2000 SALVATION ARMY PO BOX 2029 FREEPORT TX 77542 N/A PUBLIC CHARITY ASSIST IN MINISTRY 2000 HIS BRIDGEBUILDERS 2075 W COMMERCE DALLAS TX 75208 N/A PUBLIC CHARITY CHRISTIAN INTERCITY MINISTRY 2000 WORLD VISION PO BOX 70260 TOCOMA WA 98481 N/A PUBLIC CHARITY ORPHAN CHILDREN MINISTRY 1300 IOWA STATE UNIVERSITY FOUNDATION PO BOX 2230 AMES IA 50010 N/A PUBLIC CHARITY SUPPORT ISU GENERAL SCHOLARSHIPS 1000 GRIME ANDERSON VOL FIRE DEPT 183 CEDAR ST ANDERSON TX 77830 N/A PUBLIC CHARITY ASSIST FIRE DEPARTMENT 500 47300 0 14 42323 18 11295 0 53618 0 53618 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION 2410 2410 0 9,982.8740 FIDELITY TOTAL BOND FUND 105758 96734 12,224.0320 FIDELITY ADV TOTAL BOND FD 124765 118329 9,563.3380 BAIRD AGGREGATE BOND INSTL 99030 95251 704. SPDR S&P DIVIDEND ETF 48990 98595 538 WISDOMTREE US MIDCAP DIVIDEND 18202 28137 1,311.3930 THORNBURG INVT INCOME BUILDER FD 26356 42109 324 WISDOMTREE US SMALLCP DIV GRWTH ETF 8595 16194 1,218. ISHARES INTL SELECT DIVIDEND ETF 39981 44518 1,129 VANGUARD FTSE ETF DEVELOPED MARKETS 43839 67650 1567 WISDOMTREE US HI DIVIDEND ETF 95030 157875 1,597.6420 VANGUARD DIV GROWTH FD INVESTOR SHRS 45557 58857 7,263.9450 PIMCO INCM INST CL 86454 79032 597 WISDOMTREE EMRG MRKT HG DIV ETF 25421 27456 295 ISHARES CORE S&P MID CAP ETF 14086 19252 EXCISE TAX PAYABLE 22 0 EXCISE TAX ON INVESTMENT INCOME 828 0 0