2025-01-14T12:04:34-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990PF 2023-07-01 756014406 MAURINE & ROBERT D GOODRICH MEM TRUST MAUR 8174205019 CO FROST BANK TRUSTEE PO BOX 333 FORT WORTH TX 761623349 FROST BANK TRUSTEE 8174205019 2025-01-13 1 0 LACEY M QUATSOE P01300865 4078021200 2025-01-13 2023 2024-10-15 13:58:12Z X 301396 X X 6267 6234 28640 72131 28640 34907 34874 3876 2907 969 2899 1450 1450 163 0 0 6938 4357 2419 12000 12000 18938 4357 14419 15969 30517 31272 14399 14399 26233 59037 57743 197516 197554 229254 255021 270990 301396 0 0 X 255021 270990 0 0 0 0 255021 270990 255021 270990 255021 15969 0 270990 0 270990 PUBLICLY TRADED SECURITIES P 59050 43491 15559 15559 CAPITAL GAINS DIVIDENDS P 13081 13081 13081 28640 424 0 424 0 424 0 0 500 0 500 0 76 76 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 0 N/A FROST BANK 8174205099 PO BOX 33349 FORT WORTH TX 761623349 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FROST BANK PO BOX 33349 FORT WORTH TX 76162 TRUSTEE 2.00 3876 0 0 NONE 0 NONE 0 0 258460 27871 0 286331 0 0 286331 4295 282036 14102 14102 424 424 13678 0 13678 0 13678 14419 0 14419 13678 10812 0 0 14419 10812 0 0 3607 0 0 0 0 0 0 0 0 10071 0 0 0 FROST NATIONAL BANK PO BOX 33349 FORT WORTH TX 76162 8174205200 LETTER FORM, INCLUDING NAME AND PURPOSE OF ORGANIZATION, AMOUNT AND PURPOSE OF REQUEST AS WELL AS THE NAME OF A BOARD MEMBER. NONE LIMITED TO THOSE IN THE STATE OF TEXAS - PUBLIC CHARITIES OR GOVERNMENTAL ENTITIES ONLY ST ANDREW'S EPISCOPAL CHURCH 917 LAMAR STREET FORT WORTH TX 76102 PC CHARITABLE OPERATIONS 6000 COOK CHILDREN'S HEALTH FOUNDATION 801 7TH AVE FORT WORTH TX 76104 PC CHARITABLE OPERATIONS 6000 12000 0 14 6267 14 28640 0 34907 0 34907 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2899 1450 1450 FROST TOTAL RETURN BOND FUND INSTL 34037 32882 ARTISAN HIGH INCOME FD LNSTL 25000 24861 T ROWE PRICE MID-CAP GROWTH FUND AT COST 11352 14709 JHANCOCK DISCPLNED VALUE MID-CAP AT COST 11456 15740 MFS VALUE FUND I AT COST 33608 42767 SELECT SECTOR SPDR FD - ENERGY ETF AT COST 3874 4558 MAINSTAY LARGE CAP GROWTH FD I AT COST 41795 54366 FROST GROWTH EQUITY FUND INSTL AT COST 73174 75990 ISHARES S&P MIDCAP 400/VALUE ETF AT COST 6595 6808 ISHARES RUSSELL 2000 VALUE ETF AT COST 15700 14316 FEDERAL EXCISE TAX 163 0 0