2025-07-24T07:21:12-05:00 2024-12-31 833045455 GAFFEY DEANE & TALLEY PLLC 12355 SUNRISE VALLEY DR 120 RESTON VA 20191 990PF 2024-01-01 826592457 THE GUIDRY LEGACY GUID 8884656060 43 BENTHAVEN ISLE MONTGOMERY TX 77356 MICHAEL GUIDRY TRUSTEE 8884656060 2025-07-23 1 1 DAVID TALLEY P00600433 7036576040 2024 2025-03-06 01:10:19Z X 9864920 X X 2 2 119635 92619 357007 1441589 357007 153 153 476797 449781 0 0 0 3188 0 3188 37918 37918 0 169738 169738 0 50 50 0 210894 207706 3188 405320 405320 616214 207706 408508 -139417 242075 51684 47371 47371 4326313 4168248 6242015 3552573 3575534 3575534 7930570 7791153 9864920 2525100 2525100 2525100 2525100 X 5405470 5405470 0 0 0 -139417 5405470 5266053 7930570 7791153 5405470 -139417 0 5266053 0 5266053 JPM #65594 2024-12-31 63837 62230 1607 1607 VANGUARD MUN BOND FUND INC 2024-04-11 2024-11-13 5353 5365 -12 -12 VANGUARD MUN BOND FUND INC 2024-10-09 2024-11-13 3824 3833 -9 -9 JPM #65594 2024-12-31 1059495 708023 351472 351472 JPM TR NATIONAL MUNICIPAL INCM FD 2020-03-17 2024-01-23 88883 95309 -6426 -6426 JPM TR NATIONAL MUNICIPAL INCM FD 2020-04-17 2024-02-20 41248 44109 -2861 -2861 SIX CIRCLES TR TAX AWARE BD FD 2020-08-25 2024-11-13 18371 18694 -323 -323 SELECT SECTOR SPDR TRUST 2020-04-27 2024-03-13 32338 22518 9820 9820 SECTOR SPDR TRUST SBI CONSUM STAPLES 2019-08-26 2024-06-07 2776 2113 663 663 SELECT SECTOR SPDR FUND CONSUMER DISCRETIONARY 2024-11-13 20119 10087 10032 10032 SELECT SECTOR SPDR TRUST INDUSTRIAL SELECT SECTOR 2020-06-12 2024-11-13 11157 5442 5715 5715 JPM #89741 2024-12-31 68447 78158 -9711 -9711 JPM #89741 2024-12-31 25555 28701 -3146 -3146 EXXON MOBIL 2024-05-03 34 34 34 GE VERNOVA LLC 2024-04-10 110 110 110 CAPITAL GAINS DIVIDENDS P 42 42 42 357007 3365 0 3365 0 3365 0 0 0 0 0 X 189 3554 0 0 0 0 0 0 0 0 0 0 1 1 TX 0 0 0 0 0 1 WWW.GUIDRY.COM NICOLE LORETH 8884656060 43 BENTHAVEN ISLE MONTGOMERY TX 77356 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL A GUIDRY 43 BENTHAVEN ISLE MONTGOMERY TX 77356 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 9715331 67704 0 9783035 0 0 9783035 146746 9636289 481814 481814 3365 3365 478449 0 478449 0 478449 408508 0 408508 478449 405320 0 0 408508 405320 0 0 3188 0 0 0 0 0 0 0 0 475261 0 0 0 MICHAEL A GUIDRY X INTERNATIONAL GENEROSITY FOUNDATION 1901 ULMERTON ROAD STE 400 CLEARWATER FL 33762 PUBLIC CHARITY GENERAL FUNDRAISING 405320 405320 0 14 2 14 119635 14 153 18 357007 0 476797 0 476797 0 0 0 0 0 0 0 0 0 0 TAX AND ACCOUNTING FEES 3188 0 3188 NONE 0 JP MORGAN 4168248 6242015 INVESTMENT IN GUIDRY/SURGE LIMITED AT COST 3575534 3575534 JPM #65594 MISC INCOME 153 153 153 JPM ADVISORY FEES 37918 37918 0 FOREIGN TAXES 50 50 0