2025-06-17T14:56:22-05:00 2024-12-31 841595367 AMG NATIONAL TRUST BANK 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 990PF 2024-01-01 840516585 MEDICAL CARE & RESEARCH FOUNDATION C/O AMG NATIONAL TRUST BANK MEDI 3036942190 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 ROBERT D SHOWALTER CHAIRMAN, SEC/TREAS 3036942190 2025-05-29 1 1 SHERI SEXTON CPA P00024151 3036942190 2025-05-29 2024 2025-03-06 01:10:19Z X 1135083 X X 2197 2197 27886 27886 15369 242744 15369 45452 45452 0 0 0 3380 2873 507 10907 10907 0 147 0 0 393 59 334 14827 13839 841 0 0 14827 13839 841 30625 31613 2991 2598 2598 30269 54195 54195 572 431 572 572 875942 882893 1077718 909633 940258 1135083 0 0 X 0 0 0 0 909633 940258 909633 940258 909633 940258 909633 30625 0 940258 0 940258 PUBLICLY TRADED SECURITIES -AMG SHORT TERM 46399 44981 1418 1418 PUBLICLY TRADED SECURITIES -AMG LONG TERM 178249 182394 -4145 -4145 CAPITAL GAINS DIVIDENDS P 18096 18096 18096 15369 439 0 439 0 439 1079 0 0 0 1079 0 640 640 0 0 0 0 0 0 0 0 0 0 0 0 1 CO 1 0 0 0 0 1 N/A AMG NATIONAL TRUST BANK 3036942190 6295 GREENWOOD PLAZA BLVD GREENWOOD VILLAGE CO 801114908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 W ANDERSON BISHOP CPA 9095 E COLORADO CIR DENVER CO 80231 DIRECTOR 0.00 0 0 0 ROBERT D SHOWALTER 5020 SOUTH ELMIRA STREET GREENWOOD VILLAGE CO 801113608 CHAIRMAN,SECRETARY/TREAS 0.00 0 0 0 DR RAY JENKINS 400 SOUTH HIGH STREET DENVER CO 80209 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1063131 49540 0 1112671 0 0 1112671 16690 1095981 54799 54799 439 439 54360 0 54360 0 54360 841 0 841 54360 0 0 37591 14242 16213 24441 92487 841 0 0 0 841 0 53519 53519 38968 0 0 0 0 0 0 0 38968 14527 24441 X 0 0 14 2197 14 27886 18 15369 0 45452 0 45452 0 0 0 0 0 0 0 0 0 0 ACCOUNTING & TAX PREPARATION 3380 2873 507 ABERDEEN STANDARD PHYSICAL PLATINUM SHARES SHARES 7718 7059 ABERDEEN STANDARD PHYSICAL SILVER SHARES TRUST 2779 4494 AQR LONG-SHORT EQUITY 21518 25187 ARISTOTLE SMALL CAP EQUITY FUND 19485 23862 BALLIE GIFFORD FUNDS INTERNATIONAL EQUITY 22072 26411 BLACKROCK STRATEGIC INCOME OPPORTUNITIES 58953 57360 BNY MELLON GLOBAL REAL RETURN FUND 18185 19215 CARILLON REAMS UNCONSTRAINED 13232 13366 CHAMPLAIN SMALL CO 7657 8431 DODGE & COX STOCK FUND 24800 34974 FMI COMMON STOCK 14024 19696 HARBOR MID CAP VALUE 14663 21613 HARDING LOEVNER 43546 33137 ISHARES COHEN & STEERS RLTY 9721 12353 ISHARES CONVERTIBLE BOND 6188 7477 ISHARES GOLD TRUST FUND 5560 9159 ISHARES MSCI EAFE INDEX FUND 67131 87405 ISHARES RUSSELL MIDCAP INDEX 43362 79030 ISHARES SILVER TRUST 4681 8452 ISHARES TRUST RUSSELL 2000 19752 39552 JENSEN QUALITY GROWTH FUND 32791 43787 OAKMARK INTERNATIONAL FUND #109 27910 30704 SPDR GOLD TRUST 3833 7990 SPDR S&P 500 ETF TRUST 55237 121905 T ROWE PRICE MID-CAP GROWTH #64 15488 21640 T ROWE PRICE MID-CAP VALUE 19596 22409 VANGUARD INFLATION PROTECTED ADMIRAL 58116 54123 VANGUARD SHORT-TERM INVESTMENT GRADE INV #39 30279 29971 CARILLON REAMS CORE PLS I 153919 146976 MANTEIO NEW INCOME FUND 60697 59980 MEETING EXPENSES 393 59 334 INVESTMENT MANAGEMENT FEES 10907 10907 0 TAXES 147 0 0