2025-12-23T12:06:05-06:00 2024-12-31 263966278 JULIA CLARK & ASSOCIATES PC 1700 WEST AVENUE AUSTIN TX 78701 990PF 2024-01-01 932784938 LUKE AND MARY HAWTHORNE FOUNDATION LUKE 5122975589 212 GABRIEL MEADOWS DRIVE HUTTO TX 78634 MARY HAWTHORNE DIRECTOR 5122975589 2025-12-21 1 0 JULIA A CLARK P00228252 5126848410 2024 2025-03-06 01:10:19Z X X 3083174 X X 777 777 106864 106864 70701 4468734 70701 178342 178342 0 0 0 1890 0 0 16265 16265 0 18155 16265 0 165552 165552 183707 16265 165552 -5365 162077 2999700 81302 81302 4000 4000 4000 0 860684 973943 0 2047982 2023562 0 367 367 2999700 2994335 3083174 0 0 X 0 0 0 0 2999700 2994335 2999700 2994335 2999700 2994335 2999700 -5365 0 2994335 0 2994335 PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 4466941 4398033 68908 68908 CAPITAL GAINS DIVIDENDS P 1793 1793 1793 70701 2253 0 2253 0 2253 0 0 0 0 0 127 2380 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 1 N/A MARY HAWTHORNE 5122975589 4921 STRADA DR ROUND ROCK TX 78665 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY HAWTHORNE 4921 STRADA DRIVE ROUND ROCK TX 78665 DIRECTOR 2.00 0 0 0 LUKE HAWTHORNE 4921 STRADA DRIVE ROUND ROCK TX 78665 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 3101364 90215 0 3191579 0 0 3191579 47874 3143705 157185 157185 2253 2253 154932 0 154932 0 154932 165552 0 165552 154932 1627 0 0 165552 1627 0 0 154932 8993 0 0 8993 0 0 0 0 0 0 0 8993 8993 MARY HAWTHORNE LUKE HAWTHORNE X AGAPE PREGANCY CENTER 104 E MAIN ST ROUND ROCK TX 78664 N/A PC SUPPORT WITH UNPLANNED PREGNANCIES 7750 AUSTIN ANGELS 9901 BRODIE LANE AUSTIN TX 78748 N/A PC SUPPORT FOR FOSTER CARE COMMUNITY 12200 AUSTIN BAPTIST ANGEL HOUSE PO BOX 143224 AUSTIN TX 78714 N/A PC SOUP KITCHEN MINISTRY 2500 AUSTIN FREE-NET 2209 ROSEWOOD AVE AUSTIN TX 78702 N/A PC PROVIDE DIGITAL ACCESS TO UNDERSERVED COMMUNITIES 2000 BOHO TABLE PO BOX 86 FENTRESS TX 78622 N/A PC HELP HOMELESS & UNDERSERVED COMMUNITIES 2750 COMPASSION INTERNATIONAL 12290 VOYAGER PKWY COLORADO SPRINGS CO 80921 N/A PC SPONSORSHIPS FOR DISADVANTAGED CHILDREN 1032 FRIENDLY WILL BAPTIST CHURCH PO BOX 2973 GEORGETOWN TX 78627 N/A PC VARIOUS SUPPORT FOR UNDERSERVED COMMUNITIES 1000 GEORGETOWN HEALTHCARE FOUNDATION 2425 WILLIAMS DRIVE GEORGETOWN TX 78628 N/A PC PROMOTE QUALITY ACCESSIBLE HEALTHCARE 10000 HOLT ROWLAND FOUNDATION 4109 MULLIGAN CIRCLE BLACKSHEAR GA 31516 N/A PC CHILD WELFARE IN THE DOMINICAN REPUBLIC 10000 LOVE SERVE FEED 1129 ENCLAVE WAY HUTTO TX 78634 N/A PC FEEDING UNDERSERVED FAMILIES 2750 RADICAL URGENT PO BOX 380602 BIRMINGHAM AL 35238 N/A PC MISSIONARY SERVICES 1100 RESET TEEN MENTORING PO BOX 1071 ROUND ROCK TX 78680 N/A PC HELPING AT-RISK YOUTH 4750 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 N/A PC HUMANITARIAN AID 10000 STUDENT MOBILIZATION 950 CARSON COVE CONWAY AR 72034 N/A PC BUILD SPIRITUAL LEADERS ON COLLEGE CAMPUSES 1100 THE CARES ALLIANCE 1620 RED BUD LANE ROUND ROCK TX 78664 N/A PC HELP UNDERSERVED COMMUNITIES 22000 UNICEF 125 MAIDEN LAND NEW YORK NY 10038 N/A PC HUMANITARIAN AID 275 WE CAN NOW 1117 CONNEMARA LANE PFLUGERVILLE TX 78660 N/A PC HELP HOMELESS AND UNDERSERVED COMMUNITIES 4750 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 N/A PC SPONSORSHIPS FOR DISADVANTAGED CHILDREN 429 YMCA OF CENTRAL TEXAS PO BOX 819 ROUND ROCK TX 78680 N/A PC COMMUNITY WELLNESS 54166 LEGACY CHURCH 1451 CARL STERN DRIVE HUTTO TX 78634 N/A PC VARIOUS SUPPORT FOR UNDERSERVED COMMUNITIES 10000 UNITY SELECT SPORTS 101 WHISPER TILL DRIVE HUTTO TX 78634 N/A PC SCHOLARSHIPS FOR UNDERPRIVILEGED YOUTH FOOTBALL TEAMS 5000 165552 0 14 777 14 106864 18 70701 0 178342 0 178342 0 0 0 0 0 0 0 0 0 0 1890 0 0 AMD ADVANCED MICRO DEVICES INC 14939 10750 ALB ALBEMARLE CORP 9345 7317 GOOGL ALPHABET INC CL A 29034 37292 AMZN AMAZON.COM INC 11772 17332 AAPL APPLE INC 27592 34308 ACGL ARCH CAPITAL GROUP LTD 8969 10990 BAC BANK OF AMERICA CORP 13052 17009 BRK/B BERSHIRE HATHAWAY INC CL 9049 11332 BSX BOSTON SCIENTIFIC CORP] 40726 49215 AVGO BROADCOM INC 26049 41268 BLDR BUILDERS FIRSTSOURCE INC 13127 11434 CDNS CADENCE DESIGN SYSTEMS INC 22505 25840 CVS CHEVRON CORP 16080 15498 ED CONSOLIDATED EDISON INC 16665 16597 CSGP COSTAR GROUP INC 9748 8877 LLY ELI LILLY & CO 7647 10036 XOM EXXON MOBIL CORP 21381 20331 FCX FREEPORT MCMORAN INC 9699 8225 GE GE AEROSPACE 15236 17680 CGL GLOBE LIFE INC 8042 7360 DOC HEALTHPEAK PPTYS INC 20409 21344 HPE HEWLETT PACKARD ENTERPRISES COMPANY 22466 25940 HD HOME DEPOT INC 32333 36565 ITW ILLINOIS TOOL WORKS INC 9862 9635 IR INGERSOLL RAND INC 26870 23701 JNJ JOHNSON & JOHNSON 5797 5351 META META PLATFORMS INC CL A 22950 28690 MSFT MICROSOFT CORP 42373 48472 MRNA MODERNA INC 9301 8482 MDLZ MONDELEZ INTERNATIONAL INC CL A 15807 12782 MPWR MONOLITHIC POWER SYSTEM INC 22261 21893 MCO MOODYS CORP 25473 31716 MS MORGAN STANLEY 20848 28036 NFLX NETFLIX INC 8213 11587 NVDA NVIDIA CORP 9478 26589 ON ON SEMICONDUCTOR CORP 23575 19167 PANW PALO ALTO NETWORKS INC 26398 26930 PFE PFIZER INC 11277 10347 PM PHILIP MORRIS INTL INC 14142 17812 PG PROCTER & GAMBLE CO 22063 24812 RSG REPUBLIC SERVICES INC 14344 17503 SPGI S&P GLOBAL INC 16083 18427 CRM SALESFORCE INC 19657 25743 SBUX STARBUCKS CORP 20999 22539 TSLA TESLA INC 5927 9692 TFC TRUIST FINANCIAL CORP 10980 12754 UNH UNITEDHEALTH GROUP INC 14522 13658 VZ VERIZON COMMUNICATIONS INC 10356 10677 XEL EXEL ENERGY INC 13417 14314 XYL XYLEM INC 11846 10094 HYLS FIRST TRUST TACTICAL HIGH AT COST 61300 61086 LGOV FIRST TRUST LONG DURATION OPPORTUNITIES ETF AT COST 22097 21569 FTCBFIRST TRUST CORE INVESTMENT GRADE ETF AT COST 47934 47887 FIIG FIRST TRUST INTERMEDIATE DURATION INVT GRADE CORP ETF AT COST 22131 22045 FSIG FIRST TRUST LTD DURATION INVESTMENT GRADE CORP ETF AT COST 29597 29550 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF AT COST 15152 14939 FEMB FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF AT COST 7724 7404 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF AT COST 45377 45750 FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF AT COST 50779 49287 GPGX INVESCO PFD ETF AT COST 117705 116591 IDV ISHARES INTL SELECT DIVIDEND ETF AT COST 22155 21767 MBB ISHARES MBS ETF AT COST 359113 351684 TLH ISHARES 10-20 YR TREASURY BOND ETF AT COST 39045 36332 PFF ISHARES PREFERRED & INCOME SEC ETF AT COST 32093 30182 EMB ISHARES JPMORGAN USD EMERGING MARKETS BOND ETF AT COST 23156 22883 LSGRX LOOMIS SAYLES GROWTH CL Y AT COST 26284 33415 LSHX LOOMIS SAYLES INVESTMENT GRADE BOND CL Y AT COST 119800 114884 LSDIX LOOMIS SAYLES INTERMEDIAT DURATION BOND CL Y AT COST 69522 69286 LSGBX LOOMIS SAYLES GLOBAL BOND INSTL CL AT COST 23416 22683 NERYX LOOMIS SAYLES CORE PLUS BOND CL Y AT COST 120280 115953 GQI NATIXIS GATEWAY QUALITY INCOME ETF AT COST 38692 38826 OAKMX OAKMARK INVESTOR CL AT COST 27373 31268 OAKCX OAKMARK BOND INVESTOR CL AT COST 81395 78126 PELPX PIMCO EMERGING MARKETS LOCAL CURRENCY & BOND CL 12 AT COST 15595 14621 PTTPX PIMCO TOTAL RETURN CL 12 AT COST 88228 87033 PBFPX PIMCO INVESTMENT GRADE CREDIT BOND CL 12 AT COST 27671 27486 PONPX PIMCO INCOME CL 12 AT COST 116286 115548 PEMPX PIMCO EMERGING MARKETS BOND CL 12 AT COST 29655 30044 PMZPX PIMCO MORTGAGE OPPTYS & BOND CL 12 AT COST 27435 27010 PDI PIMCO CYNAMIC INCOME FUND AT COST 36196 36460 SPTI SPDR INTERMEDIATE TERM TREASURY ETF AT COST 135389 132597 SRLN SPDR BLACKSTONE SENIOR LN ETF AT COST 40218 40103 FEZ SPDR EURO STOXX 50 ETF AT COST 24039 21668 SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF AT COST 68923 68829 VNSYX VAUGHAN NELSON SELECT CL Y AT COST 21653 24068 DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND ETF AT COST 14574 14698 BASIS ADJUSTMENT 367 367 ADMINISTRATIVE EXPENSE 16265 16265 0 MARK LUKE HAWTHORNE 4921 STRADA DR ROUND ROCK TX 78665