2026-07-15T12:24:31-05:00 2025-12-31 994625061 CRI ADVISORS LLC PO BOX 1426 FLORENCE AL 35631 990PF 2025-01-01 204144214 BETH B ANDERSON FAMILY FOUNDATION C/O MARTIN R ABROMS BETH 2567670740 PO BOX 1426 FLORENCE AL 35631 BETH B ANDERSON DIRECTOR 2567670740 2026-05-11 1 AGENDA L DAVIS P01366372 2567670740 2026-05-11 2025 2025-03-06 01:10:19Z X 729165 X 0 X 25574 25574 15063 47809 15063 40637 40637 0 0 0 4220 4220 0 288 0 0 1854 1854 0 6362 6074 0 25000 25000 31362 6074 25000 9275 34563 14057 33956 33956 518458 508459 695209 532515 542415 729165 525 1150 525 1150 X 531990 541265 531990 541265 532515 542415 531990 9275 0 541265 0 541265 210 SHARES OF ISHARES GOLD TRUST ETF P 2023-01-18 2025-04-09 12189 7588 4601 4601 137.764 SHARES OF DFA US COR EQ 1 P 2021-03-03 2025-09-04 6566 4298 2268 2268 60.321 SHARES OF DFA INTL COR EQ 2 P 2023-03-22 2025-09-04 1155 847 308 308 21 SHARES OF ISHS RUSS 1000 GRW ETF P 2023-08-31 2025-09-04 9430 5938 3492 3492 13.406 SHARES OF NEW WRLD F3 P 2021-03-03 2025-09-04 1221 1211 10 10 13 SHARES OF VNGRD DIV APPRC IDX ETF P 2024-05-14 2025-09-04 2750 2360 390 390 13 SHARES OF VNGRD FTSE DEV MKTS ETF P 2023-03-22 2025-09-04 762 570 192 192 26 SHARES OF VNGRD TTL STK MKT ETF P 2021-03-03 2025-09-04 8310 5238 3072 3072 45.885 SHARES OF AMR BAL F3 P 2024-12-17 2025-09-04 1735 1618 117 117 5.329 SHARES OF AMR BAL F3 P 2025-06-10 2025-09-04 201 190 11 11 2.676 SHARES OF AMR BAL F3 P 2016-12-01 2025-09-04 101 67 34 34 22.132 SHARES OF CAP INC BLDR F3 P 2024-12-20 2025-09-04 1730 1509 221 221 19.219 SHARES OF CAP INC BLDR F3 P 2018-09-19 2025-09-04 1502 1155 347 347 14.438 SHARES OF PIMCO INC I P 2025-09-02 2025-09-04 157 157 0 0 15063 480 0 480 0 480 0 0 0 0 0 0 480 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A CRI ADVISORS LLC 2567670740 PO BOX 1426 FLORENCE AL 35631 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETH B ANDERSON 2232 LAKE LANE KNOXVILLE TN 379199142 PRESIDENT 1.00 0 0 0 CHARLES C ANDERSON III 2232 LAKE LANE KNOXVILLE TN 379199142 VP & TREASURER 0.25 0 0 0 HAYLEY MILAM 2232 LAKE LANE KNOXVILLE TN 379199142 VP & SECRETARY 0.25 0 0 0 MARTIN ABROMS PO BOX 1426 FLORENCE AL 35631 ASSISTANT SECRETARY 0.25 0 0 0 LAUREN ANDERSON NIZOLEK 2232 LAKE LANE KNOXVILLE TN 379199142 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 694677 27182 0 721859 0 0 721859 10828 711031 35552 35552 480 480 35072 0 35072 0 35072 25000 0 25000 35072 0 0 10360 13260 23620 25000 0 0 0 25000 0 10072 10072 13548 0 0 0 0 0 0 288 13260 13260 BETH B ANDERSON X CHRISTIAN ACADEMY OF KNOXVILLE 529 ACADEMY WAY KNOXVILLE TN 37923 NONE POF BENEVOLENT DONATION 5000 FRIENDS OF TN BABIES WITH SPECIAL NEEDS PO BOX 544 ALCOA TN 37701 NONE POF BENEVOLENT DONATION 5000 KNOX COUNTY IMAGINATION LIBRARY 500 WEST CHURCH AVENUE KNOXVILLE TN 37902 NONE POF BENEVOLENT DONATION 2500 ONWARD CAMPUS MINISTRY PO BOX 3892 AUBURN AL 36831 NONE POF BENEVOLENT DONATION 5000 THRIVE LONDALE PO BOX 51611 KNOXVILLE TN 37950 NONE POF BENEVOLENT DONATION 7500 25000 0 14 25574 18 15063 0 40637 0 40637 0 0 0 0 0 0 0 0 0 0 ACCOUNTING EXPENSE 4220 4220 0 1836.662 DFA US CORE 44053 91098 932.413 CAPITAL BUILDER 54819 71665 19596.856 LORD ABBETT 79175 76232 975.549 AMERCAN FUND BALANCE 25100 36554 7580.335 METROPOLITAN WEST 73564 69512 1093.467 DFA INTL CORE EQUITY 12781 22186 356 VANGUARD FSTE 13936 22239 313 VANGUARD DIVIDEND 50299 68791 243.003 NEW WORLD 19077 22655 3619.303 BLACKROCK 35690 35397 262 VANGUARD TOTAL 38605 87841 117 ISHARES RUSSELL 27550 55376 3245.017 PIMCO 33810 35663 BROKERAGE FEES 1762 1762 0 BANK SERVICE CHARGES 90 90 0 POSTAGE 2 2 0 TAXES & LICENSES 288 0 0