2025-09-08T17:17:32-05:00 2024-12-31 471356737 MOSS & YANTIS CPA PA PO BOX 2425 MT PLEASANT SC 29465 990PF 2024-05-25 993687001 HOWARD B SHERMAN FOUNDATION TRUST UTA DATED 04102024 HOWA 8435797012 78 WENTWORTH ST CHARLESTON SC 29401 LEIGH SHERMAN PRESIDENT 8435797012 2025-09-08 1 1 DEANNA R MOSS CPA P00292986 8436062349 2025-09-08 2024 2025-03-06 01:10:19Z X X 2089991 X 2044745 16063 16063 15548 15548 -14 373000 0 19 0 2076361 31611 0 0 0 0 0 0 0 0 0 0 0 2076361 31611 1063309 1063309 0 282753 292864 0 728232 731723 0 2095 2095 0 2076389 2089991 0 0 X 0 0 0 0 0 2076389 0 2076389 0 2076389 0 2076361 28 2076389 0 2076389 RAYMOND JAMES ST 373000 373014 -14 -14 -14 439 0 439 0 439 0 0 0 0 0 0 439 0 0 0 0 0 0 0 0 0 0 0 1 SC 1 0 1 0 0 1 N/A PAUL M LYNCH 8435797012 78 WENTWORTH STREET CHARLESTON SC 29401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEIGH SHERMAN 116 1/2 CHADWICK DR CHARLESTON SC 29407 TRUSTEE 2.00 0 0 0 PAUL LYNCH 78 WENTWORTH ST CHARLESTON SC 29401 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 966239 667255 0 1633494 0 0 1633494 24502 1608992 48711 48711 439 439 48272 0 48272 0 48272 0 0 0 48272 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 48272 0 0 0 X 0 0 14 16063 14 15548 14 19 18 -14 0 31616 0 31616 0 0 0 0 0 0 0 0 0 0 X X 1 HOWARD BRUCE SHERMAN ESTATE 78 WENTWORTH ST CHARLESTON SC 29401 2044745 X X 1 MARKETABLE SECURITIES 1382103 BB&T CORPORATION MTN 23572 23855 THE BOEING COMPANY NTS 49343 50129 CVS HEALTH CORP NTS ISIN 25070 24416 CAPITAL ONE FINANCIAL 24020 24131 CITIGROUP INC. NTS ISIN 24726 24934 COMERICA INCORPORATED 23250 23704 DISCOVER FINANCIAL 34600 34925 DISCOVER FINANCIAL 48490 49097 DISCOVER FINANCIAL 19727 19916 ENTERGY NEW ORLEANS 14630 14786 FIFTH THIRD BANCORP NTS 24126 24198 GENERAL MOTORS 24729 24939 GENERAL MOTORS 25057 24889 GENERAL MOTORS 34629 34896 GENERAL MOTORS 31980 32084 HCA INC. NTS ISIN 25676 25516 HARLEY-DAVIDSON, INC. NTS 24497 24755 JACKSON FINANCIAL INC 46661 46882 JPMORGAN CHASE & CO. 14905 14777 JPMORGAN CHASE & CO. 25206 24451 LAZARD GROUP LLC NTS 24376 24468 LINCOLN NATIONAL 31577 31507 LINCOLN NATIONAL 17915 17982 MARATHON OIL 25347 25423 PHILLIPS 66 NTS ISIN 23558 24086 SONOCO PRODUCTS 14680 14954 VIATRIS INC NTS ISIN 25885 26023 38 SH ABBOTT LABS 3803 4298 34 SH ABBVIE INCORPORATED 5819 6042 16 SH AIR PRODUCTS & CHEMICALS 4265 4641 36 SH AMERICAN WTR WKS 5089 4482 11 SH ELEVANCE HEALTH INCORPORATED 5552 4058 76 SH APPLE INCORPORATED 17037 19032 54 SH ATMOS ENERGY CORPORATION 6654 7521 22 SH AUTOMATIC DATA PROCESSING INCORPORATED 5443 6440 15 SH BECTON DICKINSON & COMPANY 3476 3403 7 SH BLACKROCK INCORPORATED 5803 7176 26 SH BROADRIDGE FINL SOLUTIONS 5325 5878 21 SH CASEYS GENERAL STORES 7905 8321 36 SH CINTAS CORPORATION 6831 6577 10 SH COSTCO WHOLESALE 8394 9163 36 SH EOG RES INCORPORATED 4760 4413 63 SH EXXON MOBIL CORPORATION 7484 6777 86 SH FASTENAL COMPANY 5919 6184 20 SH GALLAGHER ARTHUR 5411 5677 42 SH GILEAD SCIENCES 3087 3880 24 SH HENRY JACK & ASSOC 4033 4207 17 SH HOME DEPOT INCORPORATED 6223 6613 23 SH ILLINOIS TOOL WKS 5734 5832 9 SH INTUIT 5737 5657 12 SH MASTERCARD INCORPORATED 5385 6319 44 SH MCCORMICK & COMPANY 3266 3355 19 SH MCDONALDS CORPORATION 4931 5508 44 SH MERCK & COMPANY 5467 4377 18 SH MICROSOFT CORPORATION 7927 7587 72 SH MONDELEZ INTERNATIONAL 4818 4301 16 SH MOTOROLA SOLUTIONS 6311 7396 72 SH NASDAQ INCORPORATED 4499 5566 12 SH POOL CORPORATION 3968 4091 33 SH QUALCOMM INCORPORATED 6318 5069 32 SH REPUBLIC SVCS 6546 6438 13 SH S&P GLOBAL INCORPORATED 6301 6474 17 SH SHERWIN WILLIAMS 5533 5779 19 SH SNAP ON INCORPORATED 5140 6450 20 SH STRYKER CORPORATION 6625 7201 31 SH T-MOBILE US 5651 6843 28 SH TEXAS INSTRS 5764 5250 140 SH TRACTOR SUPPLY COMPANY 7558 7428 23 SH UNITED PARCEL SERVICE CLASS B 3329 2900 134 SH VERIZION COMMUNICATIONS 5637 5359 62 SH WEC ENERGY GROUP 5087 5830 13 SH WATSCO 6433 6161 27 SH ZOETIS INCORPORATED CLASS A 4839 4399 18 SH ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) 5906 6332 22 SH STERIS PLC SHS USD (IRELAND) 4960 4522 6 SH EQUINIX INCORPORATED REIT 4770 5657 DIVIDEND RECEIVABLE 2095 2095 NON DIVIDEND DISTRIBUTION 19 0 19 BOND PREMIUMS 28 HOWARD BRUCE SHERMAN ESTATE 78 WENTWORTH ST CHARLESTON SC 29401