2025-12-12T07:01:30-06:00 2025-09-30 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST SUITE 800 Providence RI 02903 990PF 2024-10-01 046045901 JOHN DONNELLY TRUST UI DTD 11-08-55 MALDEN JOHN 6178971124 125 HIGH ST OLIVER ST TOWER STE 9 BOSTON MA 02110 EASTERN BANK Executive VP 6178971124 2025-12-11 true false RICHARD RALEIGH P00382844 4014573839 2025-12-11 2024 2025-03-06 01:10:19Z X 759367 X 15139 15139 28464 337747 28464 0 43603 43603 1889 755 1133 0 0 0 0 0 0 900 360 0 540 9149 9149 0 0 917 0 0 0 0 0 0 0 36 12891 10264 0 1673 29000 29000 41891 10264 0 30673 1712 33339 0 2872 23832 23832 0 0 0 514160 494594 735535 0 517032 518426 759367 0 X 517032 518426 517032 518426 517032 518426 517032 1712 190 518934 507 518427 227. AT&T INC 2023-01-10 2024-12-02 5175 4303 872 872 1. ABBOTT LABS 2025-03-18 2025-09-16 133 126 7 7 12. ADVANCED MICRO DEVICES 2021-01-12 2025-03-18 1244 1141 103 103 24. ADVANCED MICRO DEVICES 2021-07-30 2025-04-11 2215 2535 -320 -320 1. 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IQVIA HOLDINGS INC 2020-01-15 2025-09-16 186 160 26 26 46. ISHARES 7-10 YEAR TREASURY B 2024-09-20 2025-03-12 4341 4529 -188 -188 281. ISHARES 1-5Y INV GRADE CORP 2024-01-09 2025-03-31 14693 14373 320 320 56. ISHARES 10-20 YEAR TREASURY 2024-09-20 2025-03-12 5736 6158 -422 -422 246. ISHARES AAA - A RATED CORPOR 2024-01-09 2024-11-06 11611 11732 -121 -121 6. JP MORGAN CHASE & CO 2020-06-16 2025-09-16 1855 615 1240 1240 17. JACOBS SOLUTIONS INC 2023-01-25 2025-08-04 2365 1695 670 670 16. JACOBS SOLUTIONS INC 2023-06-02 2025-09-16 2337 1534 803 803 2. LOWES COS INC 2024-07-10 2025-09-16 540 438 102 102 10. MERCK & CO. INC. 2024-05-16 2025-01-21 961 1311 -350 -350 38. MERCK & CO. INC. 2023-04-17 2025-01-21 3650 3471 179 179 4. MICROSOFT CORP 2019-04-17 2025-08-04 2152 485 1667 1667 4. MICROSOFT CORP 2021-11-24 2025-09-16 2041 1346 695 695 10. NEXTERA ENERGY INC 2024-05-16 2025-09-16 702 770 -68 -68 16. NVIDIA CORP 2023-08-30 2025-08-04 2867 790 2077 2077 8. NVIDIA CORP 2024-02-02 2025-09-16 1397 521 876 876 10. ORACLE SYS CORP 2023-01-10 2025-09-16 3061 862 2199 2199 1. PNC BANK CORP 2024-09-16 2025-09-16 200 181 19 19 1. PALO ALTO NETWORKS INC 2023-04-13 2025-09-16 201 99 102 102 795.684 PRINCIP SPEC PREF & CAP-INST 2023-01-11 2025-06-20 7368 7596 -228 -228 2. PROLOGIS INC 2023-01-10 2025-09-16 228 230 -2 -2 121. PROSHARES S&P 500 DIVIDEND A 2024-01-09 2025-01-21 12299 11072 1227 1227 12. PULTEGROUP INC 2023-12-18 2024-12-02 1613 1223 390 390 1. PULTEGROUP INC 2023-12-18 2025-09-16 133 102 31 31 577. SS SPDR P INT C CORP ETF 2023-01-10 2025-03-31 19133 19670 -537 -537 17. SALESFORCE INC 2023-12-18 2025-06-27 4638 4494 144 144 2. SYSCO CORP 2017-08-15 2025-09-16 163 103 60 60 13. TESLA INC 2024-12-02 2025-06-27 4222 4601 -379 -379 8. THERMO ELECTRON CORP 2021-03-25 2025-01-21 4582 3546 1036 1036 69. UBER TECHNOLOGIES INC 2024-05-30 2025-01-21 4674 5164 -490 -490 1. UNITED HEALTH GROUP 2018-01-09 2025-01-21 524 225 299 299 17. 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