2026-06-04T09:01:09-05:00 2025-12-31 990PF 2025-01-01 742640368 YETT W T CHARITABLE TRUST F0456300 YETT 2102204441 P O BOX 2950 TAX DEPT FLOOR 5 SAN ANTONIO TX 782992950 FROST BANK TRUSTEE 2102204441 2026-05-22 2025 2025-03-06 01:10:19Z X 797829 31229 31229 1684 273474 1684 0 32913 32913 10175 5175 5000 0 0 0 0 0 0 2000 1000 0 1000 8100 8100 0 420 0 0 0 0 0 0 0 54 54 20749 6229 0 14100 24000 24000 44749 6229 0 38100 -11836 26684 0 45315 27481 27481 0 0 0 690936 693885 770348 736251 721366 797829 90188 37500 90188 37500 X 646063 683866 646063 683866 736251 721366 646063 -11836 49687 683914 48 683866 1185.127 FIDELITY CONSERVATIVE INC BD INSTL 2024-07-10 2025-01-14 11922 11922 11722.219 FIDELITY CONSERVATIVE INC BD INSTL 2023-11-08 2025-01-14 117926 117441 485 485 53. ISHARES 20+ YEAR TREASURY BOND ETF 2024-07-10 2025-01-14 4512 4911 -399 -399 849. ISHARES 20+ YEAR TREASURY BOND ETF 2023-11-08 2025-01-14 72278 76040 -3762 -3762 966. SCHWAB US DIVIDEND EQUITY ETF 2022-06-17 2025-09-15 26502 24626 1876 1876 1405.63 BAIRD AGGREGATE BD FD INSTL 2025-01-14 2025-11-06 14042 13424 618 618 950.673 FROST TOTAL RETURN BOND FUND INSTL 2016-05-23 2025-11-06 9288 9849 -561 -561 19.959 HARTFORD WORLD BOND FD INSTL 2024-07-10 2025-11-06 204 199 5 5 18. ISHARES RUSSELL MID-CAP GROWTH ETF 2021-12-14 2025-11-06 2479 2006 473 473 5. ISHARES S&P MIDCAP 400/VALUE ETF 2021-12-14 2025-11-06 633 541 92 92 34. ISHARES MSCI EMERGING MKTS EX-CHINA ETF 2024-07-10 2025-11-06 2419 2097 322 322 481.238 VANGUARD SHORT-TERM INV GRADE INSTL 2020-11-25 2025-11-06 5058 5294 -236 -236 11. VANGUARD GROWTH ETF 2021-12-14 2025-11-06 5352 3440 1912 1912 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 CAPITAL GAIN DIVIDENDS P 859 1684 371 0 371 0 371 1420 0 0 1420 0 1049 372 677 false false false false false false false true true TX true false false false false true FROST WEALTH MANAGEMENT 2102204441 111 W HOUSTON T-5 SAN ANTONIO TX 78205 X false false false false false false false false false false false false false false false false false false false false false FROST BANK P O BOX 1600 SAN ANTONIO TX 78299 TRUSTEE 40 10175 NONE 0 NONE 0 746797 39424 3 786224 0 0 786224 11793 774431 38722 38722 371 371 38351 0 38351 0 38351 38100 0 0 0 0 38100 38351 0 0 2601 3431 8245 1 0 14278 38100 0 0 0 38100 0 251 251 14027 0 0 0 0 0 0 2350 11677 3431 8245 1 0 0 Joseph Berry FROST BANK P O BOX 2950 SAN ANTONIO TX 78299 2102205952 NO SPECIFIC FORM NO DEADLINES RESTRICTED TO GRADUATES OF BLANCO COUNTY TEXAS. THE UNIVERSITY OF TEXAS-SAN ANTONIO ONE UTSA CIRCLE SAN ANTONIO TX 782490631 NONE PC EDUCATIONAL SCHOLARSHIP 11000 TEXAS A&M UNIV - CORPUS CHRISTI FINANCIAL AID OFFICE 6300 OCEAN DRIVE CORPUS CHRISTI TX 78412 NONE PC EDUCATIONAL SCHOLARSHIP 3000 Texas A&M College Station Scholarships and Financial Aid Office 1252 TAMU College Station TX 778421252 NONE PC EDUCATIONAL SCHOLARSHIP 3000 UNIVERSITY OF TEXAS AT AUSTIN STUDENT FINANCIAL AID BOX 7758 AUSTIN TX 78712 NONE PC EDUCATIONAL SCHOLARSHIP 2500 TEXAS A&M UNIVERSITY DEPT OF STUDENT FIN AID P O BOX 30016 COLLEGE STATION TX 778423016 NONE PC EDUCATIONAL SCHOLARSHIP 2500 TEXAS STATE UNIVERSITY ATTN AIMEE NIETO 601 UNIVERSITY DR JCK STE 220 SAN MARCOS TX 786664615 NONE PC EDUCATIONAL SCHOLARSHIP 2500 TARLETON STATE UNIVERSITY OFFICE OF SCHOLARSHIPS BOX T-0760 T-369 TARLETON STA STEPHENVILLE TX 76402 NONE PC EDUCATIONAL SCHOLARSHIP 2500 27000 14 31229 18 1684 32913 32913 false false false false false false false false false false TAX RETURN PREP FEE 2000 1000 1000 FROSTLOW DURATION BOND AT COST 175451 173377 MINERAL INTEREST AT COST 3 3 FROST CREDIT FUND INSTL* AT COST 14218 13808 ARTISAN HIGH INCOME FD AT COST 26594 25880 ISHARES S&P 500 STK INDEX AT COST 98866 144087 FIDELITY CONSERVATIVE INC BD I VANGUARD SHORT-TERM INV GRADE AT COST 87969 87676 ISHARES RUSSELL MID-CAP GROWTH AT COST 7908 11640 ISHARES S&P MIDCAP 400/VALUE E AT COST 9857 12238 SCHWAB US DIVIDEND EQUITY ETF VANGUARD GROWTH ETF AT COST 24141 39029 HARTFORD WORLD BOND FD INSTL AT COST 15347 15536 ISHARES MSCI EAFE ETF AT COST 16921 20262 ISHARES 20 YEAR TREASURY BOND ISHARES MSCI EMERGING MKTS EX- AT COST 13630 16062 BAIRD AGGREGATE BD FD INSTL AT COST 167469 174309 GOLDMAN SACHS GQG PARTNERS INT AT COST 19928 19717 PUTNAM FOCUSED LARGE CAP VALUE AT COST 15583 16724 TAX REFUND 48 MINERAL FEE 54 54 0 DISCHARGE AND WITHDRAWAL SCHOLARSHIPS 49687 SCHOLARSHIP REVIEW 8100 8100 CY TAXES 420 0 0