2026-02-15T09:11:03-06:00 2025-05-31 471019942 CREATIVE PLANNING TAX LLC 5454 W 110TH STREET OVERLAND PARK KS 66211 990PF 2024-06-01 953646338 AARON B JACOBS AND EUNICE I JACOBS MEMORIAL FUND SCIE 7147450934 1001 AVENIDA PICO STE C488 SAN CLEMENTE CA 92673 MARIA CECILIA INAWATI TJANDRASUWITA TRUSTEE 7147450934 2026-02-15 1 0 EMILY HANOVER CPA P01919277 9133382727 2026-02-15 2024 2025-03-06 01:10:19Z X X X 6634405 X 5712081 17161 106154 106154 1649 1649 1649 5837045 107803 14500 0 14500 3015 0 3015 18027 18027 0 10037 6588 0 2198 2198 0 26 0 0 47803 26813 17515 50510 50510 98313 26813 68025 5738732 80990 479713 18830 18830 0 6199615 6344714 270861 270861 270861 750574 6489306 6634405 0 0 X 0 0 0 0 750574 6489306 750574 6489306 750574 6489306 750574 5738732 0 6489306 0 6489306 CAPITAL GAINS DIVIDENDS P 1649 1649 1649 1649 1126 0 1126 0 1126 0 0 1750 0 1750 8 616 616 0 0 0 0 0 0 0 0 1 1 1 0 1 1 CA 1 0 1 0 0 1 N/A THE FOUNDATION 7147450934 1001 AVENIDA PICO STE C488 SAN CLEMENTE CA 92673 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARIA CECILIA INAWATI TJANDRASUWITA 1001 AVENIDA PICO STE C488 SAN CLEMENTE CA 92673 TRUSTEE 1.00 0 0 0 MARIA CHRISTINA INDRIATI TJANDRASUW 1001 AVENIDA PICO STE C488 SAN CLEMENTE CA 92673 TRUSTEE 2.00 13000 0 0 SEAN O'NEILL 1001 AVENIDA PICO STE C488 SAN CLEMENTE CA 92673 TRUSTEE 1.00 1500 0 0 NONE 0 NONE 0 0 4446154 174528 270861 4891543 0 0 4891543 73373 4818170 240909 240909 1126 3394 4520 236389 0 236389 0 236389 68025 0 68025 236389 0 0 5673 39038 44711 68025 0 0 0 68025 0 44711 44711 0 0 0 0 0 123653 0 0 0 X AISLING ARCHDEACON 3639 TERRACE PL CARLSBAD CA 92010 NONE I SCHOLARSHIP RECIPIENT FOR THE 2024/2025 FISCAL YEAR 5000 AVA RAQUEL BECK RAYMER 6 FAIRHAVEN RD LADERA RANCH CA 92694 NONE I SCHOLARSHIP RECIPIENT FOR THE 2024/2025 FISCAL YEAR 5000 DANIEL DUARTE TOLEDO 10212 BIXBY AVE GARDEN GROVE CA 92840 NONE I SCHOLARSHIP RECIPIENT FOR THE 2024/2025 FISCAL YEAR 5000 HUONG HUANG THIEN LE 7650 COLLEGE DR STANTON CA 90680 NONE I SCHOLARSHIP RECIPIENT FOR THE 2024/2025 FISCAL YEAR 2500 KAROLINA DIVISOVA 2 ALARIS AISLE IRVINE CA 92620 NONE I SCHOLARSHIP RECIPIENT FOR THE 2024/2025 FISCAL YEAR 5000 MIRAM AL-BOTAIF 1107 VISIONS IRVINE CA 92620 NONE I SCHOLARSHIP RECIPIENT FOR THE 2024/2025 FISCAL YEAR 5000 SADDLEBACK COLLEGE FOUNDATION 28000 MARGUERITE PARKWAR MISSION VIEJO CA 92692 PC GENERAL PURPOSE GRANT 15510 TRIEU PHAM PO BOX 283 GARDEN GROVE CA 92842 NONE I SCHOLARSHIP RECIPIENT FOR THE 2024/2025 FISCAL YEAR 5000 ZACHARY MICHAEL CHAMBERS 163 AMHERST AISLE IRVINE CA 92612 NONE I SCHOLARSHIP RECIPIENT FOR THE 2024/2025 FISCAL YEAR 2500 50510 0 525920 17161 14 106154 14 1649 17161 107803 0 124964 0 0 0 0 0 0 0 0 0 0 X X 1 AARON B JACOBS FAMILY TRUST 2549 EASTBLUFF DR 359 NEWPORT BEACH CA 92660 5712081 X CHARLES SCHWAB - FIXED INCOME AT COST 1854889 1827865 CHARLES SCHWAB - EXCHANGE TRADED FUNDS AT COST 3644917 3814097 CHARLES SCHWAB - MUTUAL FUNDS AT COST 699809 702752 ATTORNEY FEES 3015 0 3015 INTEREST IN A.B. JACOBS & ASSOCIATES - DUNAWAY NOTE 270861 270861 270861 CHECK FEES 26 0 0 INVESTMENT MANAGEMENT FEES 18027 18027 0 AARON B JACOBS FAMILY TRUST 1855 W KATELLA AVE STE 365 ORANGE CA 92867 FOREIGN TAXES 2198 2198 0