2025-08-26T17:03:54-07:00 2025-06-30 201935923 NAUGHTON & COMPANY 2210 DEAN STREET SUITE N-2 ST CHARLES IL 60175 990PF 2024-07-01 830343760 LOFTUS FAMILY FOUNDATION LOFT 6303771721 3906 ROYAL FOX DRIVE ST CHARLES IL 60174 WILLIAM LOFTUS PRESIDENT 6303771721 2025-02-02 true true PATRICK F NAUGHTON P00000554 6305846513 2025-08-26 2024 2025-03-06 01:10:19Z X 1272409 X 0 X 46424 46424 -35771 43564 0 0 0 0 10653 46424 0 0 0 0 0 4000 3600 400 0 0 0 60 60 0 4060 3660 400 89000 89000 93060 3660 89400 -82407 42764 0 11618 5058 5058 10039 10118 10118 0 0 1276122 1199609 1257233 0 0 0 0 0 0 1297779 1214785 1272409 0 0 0 0 0 X 1297779 1214785 1297779 1214785 1297779 1214785 1297779 -82407 1215372 587 1214785 JOHNSON & JOHNSON D 2021-12-10 2025-05-20 10593 0 11584 -991 0 0 0 -991 VIATRIS INC D 2006-05-04 2025-05-20 2101 0 2715 -614 0 0 0 -614 NUVEEN CREDIT STRATEGIES INC D 2006-07-26 2025-05-20 17808 0 37733 -19925 0 0 0 -19925 RIVERNORTH DOUBLELINE STRATEGIES FD D 2016-09-27 2025-05-20 13062 0 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2025-05 10593 11584 -991 VIATRIS INC 248 SHS 2006-05 Donated 2025-05 2101 2715 -614 NUVEEN CREDIT STRATEGIES INC FD 3500 SHS 2006-07 Donated 2025-05 17808 37733 -19925 RIVERNORTH DOUBLELINE STRATEGIC OP FD 1600 SHS 2016-09 Donated 2025-05 13062 23803 -10741 NUVEEN CREDIT RTS 3500 UNITS 2025-04 Purchased 2025-05 0 3500 -3500 JOHNSON & JOHNSON 1138240 1050615 MERCK & COMPANY 29778 79160 PFIZER INC 18226 18180 PHILIP MORRIS INTL INC 13365 109278 FEDERAL EXCISE TAX 587 FILING FEES 20 20 0 ANNUAL REPORT 30 30 0 WIRE TRANSFER FEES 10 10 0