2026-06-28T10:29:05-05:00 2025-12-31 041894190 Taylor Ganson & Perrin 160 Federal Street Boston MA 02110 990PF 2025-01-01 046917045 Timothy G Taylor Trust of 1997 TIMO 6179512777 TG P160 Federal Streeet 20th Boston MA 02110 Robert L Wareham Trustee 6179512777 2026-06-28 1 Edward R Martin P00449787 6179512777 2025 2025-03-06 01:10:19Z X 5328916 X X 7280 7280 7280 94968 94968 94968 68244 199191 68244 10308 10308 10308 180800 180800 112556 35390 35390 0 0 5225 5225 0 0 8780 8780 0 0 3738 0 0 0 523 0 0 0 53656 49395 0 0 0 0 53656 49395 0 0 127144 131405 112556 113808 22681 22681 242931 234420 237193 1057541 1096539 4875763 0 180180 193279 1414280 1533820 5328916 0 0 X 2996439 2988835 0 0 -1582159 -1455015 1414280 1533820 1414280 1533820 1414280 127144 0 1541424 7604 1533820 700 shs Microchip Technology P 2014-10-23 2025-05-01 32443 13390 19053 19053 75,000 US Treasury NT 2.75% P 2022-07-06 2025-06-30 75000 75000 0 0 35,000 US Treasury NT 4.25% P 2023-05-01 2025-10-15 35000 35000 0 0 100 shs Alphabet Inc. P 2010-04-27 2025-10-23 25344 1338 24006 24006 100 shs McDonalds Corp P 2009-12-17 2025-05-01 31404 6219 25185 25185 68244 0 1827 0 1827 0 1827 0 0 0 0 0 94 1921 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A Taylor Ganson & Perrin 6179512777 160 Federal St Boston MA 02110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Robert L Wareham c/o Taylor Ganson Perrin 160 Federal St Boston MA 02110 Trustee 2.00 0 0 0 John A Leith c/o Taylor Ganson Perrin 160 Federal St Boston MA 02110 Trustee 2.00 0 0 0 NONE 0 NONE 0 0 4881186 73335 0 4954521 0 0 4954521 74318 4880203 244010 244010 1827 1827 242183 0 242183 0 242183 0 0 0 242183 0 0 2962 1516 1242 5720 0 0 0 0 0 0 5720 5720 0 0 0 0 0 236463 0 0 0 X 0 0 14 7280 14 94968 18 10308 18 68244 0 180800 0 180800 0 0 0 0 0 0 0 0 0 0 Tax prep and tax related matters 5225 5225 0 0 600 shs Chevrontexaco Corp 27583 91446 400 shs Coca - Cola Co. 19275 55928 642 shs Johnson & Johnson 31980 132862 1,500 shs Southern Co. 43263 130800 160 shs Ameriprise Financial 3966 78454 300 shs Ecolab Inc. 11496 78756 1600 shs Roche Holdings Ltd Sponsored ADR 35660 82512 500 shs Paychex Inc. 17290 56090 461 shs Merck & Co. Inc. 23130 48525 200 shs Avalonbay Cmmntys Inc. 12788 36262 300 shs Accenture PLC 16534 80490 1,000 shs E P R Properties 742 49900 1000 shs Alphabet, Inc (GOOG) 12053 313800 300 SHS Eli Lilly & Company 25005 322404 220 shs Berkshire Hathaway 45761 110583 400 shs Procter & Gamble 41811 57324 2,030 shs Ventas Inc. 21725 157081 1,695 shs Eversource Energy 27191 114124 865 shs Honeywell Intl Inc. 37257 168753 1,610 shs Nextera Energy 52816 129251 820 shs Texas Instruments 57081 142262 869 shs Abbott Laboratories 18113 108877 338 shs Agilent Technologies 9329 45992 950 shs Colgate-Palmolive 25941 75069 500 shs Brookfield Corp 21237 34418 600 shs Exxon Mobil Corp 10916 72204 1,000 shs Norfolk Southern Co. 26844 288720 250 shs Walmart Inc 12555 83558 450 shs Lockheed Martin 16369 217652 1,300 Brookfield Asset Manag 44225 68107 725 shs Linde PLC 118501 309133 710 shs Becton Dickinson & Co. 21835 137790 250 shs Waste Management Inc. 39688 54928 645 shs JPMorgan Chase & Co. 43995 207832 250 shs Nestle S A 26488 24695 1,500 shs Welltower Inc 7469 278415 900 shs Alphabet Inc. 10720 281700 100 shs Broadcom Inc 20005 34610 200 shs McDonalds Corp 12438 61126 216 shs Solstice Advanced Matls 2296 10493 300 shs Starbucks Corp 24414 25263 50 shs Stryker Corp 18754 17574 234420 237193 0 0 87,650 Schwab US Treasury MM AT COST 87650 87650 4,786.0840 shs William Blair AT COST 92530 105629 Book value adjustments 3691 Adjustment for investment advice (expense) nondeductible 3913 Form PC filing fee 70 0 0 0 Account maintenance fees (CS) 400 0 0 0 ADR fees 53 0 0 0 CS Non-dividend distribution 870 870 870 Capital gain distributions 9438 9438 9438 Trust administration & coordination of scholarships, etc. 8780 8780 0 0 Foreign taxes withheld at source 2169 0 0 0 Tax paid with 2024 990PF 1569 0 0 0