2026-08-18T01:51:29-05:00 2025-12-31 861065772 DELOITTE TAX LLP 1601 WEWATTA STREETSUITE 400 DENVER CO 80202 990PF 2025-01-01 830321664 SOKA 'PIIWA FOUNDATION SOKA 3076740848 2340 WETLANDS DRIVE SUITE 102 SHERIDAN WY 82801 GEORGE D WIDENER TRUSTEE 3076740848 2026-08-17 1 RYAN WINTER P01880796 3032925400 2025 2025-03-06 01:10:19Z X 2284025 X X 50749 50749 -155585 1435064 0 1057 1057 0 -103779 51806 0 0 0 0 0 13212 6606 0 6606 2898 2898 0 0 5400 2700 0 2700 25224 22224 0 0 46734 34428 0 9306 82500 82500 129234 34428 0 91806 -233013 17378 0 45688 23906 23906 10641 0 0 2063122 1962305 2260119 99773 0 0 2219224 1986211 2284025 0 0 X 2219224 1986211 0 0 0 0 2219224 1986211 2219224 1986211 2219224 -233013 0 1986211 0 1986211 SOLD 125 SHARES OF CHENIERE ENERGY INC NEW P 2024-06-26 2025-06-13 29803 21354 8449 8449 SOLD 95 SHARES OF CONSTELLATION ENERGY CORP P 2024-08-08 2025-06-13 28272 18602 9670 9670 SOLD 174 SHARES OF WELLTOWER INC P 2025-01-21 2025-06-13 26356 22986 3370 3370 SOLD 210 SHARES OF TJX COS INC NEW P 2025-06-09 2025-06-13 26166 26630 -464 -464 SOLD 38 SHARES OF THERMO FISHER SCIENTIFIC P 2025-05-13 2025-06-13 15579 16264 -685 -685 SOLD 525 SHARES OF AT&T INC P 2024-12-19 2025-06-13 14802 11796 3006 3006 SOLD 39 SHARES OF MCDONALDS CORP P 2024-08-05 2025-06-13 11862 10695 1167 1167 SOLD 90 SHARES OF MERCK & CO INC NEW COM P 2024-08-02 2025-06-13 7366 9652 -2286 -2286 SOLD 43 SHARES OF BLACKSTONE P 2025-02-14 2025-06-13 5961 5961 0 0 SOLD 22 SHARES OF M&T BANK CORP P 2024-07-23 2025-06-13 3978 3820 158 158 SOLD 50 SHARES OF HONEYWELL INTL INC P 2025-06-13 2025-07-02 11954 11295 659 659 SOLD 72 SHARES OF PROCTER & GAMBLE P 2025-06-13 2025-07-02 11573 11655 -82 -82 SOLD 22 SHARES OF EATON CORP PLC SHS P 2024-11-11 2025-07-02 7822 7822 0 0 SOLD 18 SHARES OF CONSTELLATION ENERGY CORP P 2024-08-28 2025-07-02 5540 3525 2015 2015 SOLD 33 SHARES OF EATON CORP PLC SHS P 2024-11-11 2025-08-05 11896 12274 -378 -378 SOLD 24.638 SHARES OF CONSTELLATION ENERGY CORP P 2024-08-28 2025-08-05 8504 4824 3680 3680 SOLD 6 SHARES OF BLACKSTONE INC P 2025-02-14 2025-08-05 1008 979 29 29 SOLD 43 SHARES OF BLACKSTONE INC P 2025-07-02 2025-08-05 7227 7656 -429 -429 SOLD 16.486 SHARES OF NORTHROP GRUMMAN CP(HLDG CO) P 2025-06-13 2025-08-06 9731 8449 1282 1282 SOLD 68 SHARES OF BANK OF NEW YORK MELLON CORP P 2024-12-20 2025-08-21 6882 5540 1342 1342 SOLD 20 SHARES OF M&T BANK CORP P 2025-07-02 2025-08-21 3837 3960 -123 -123 SOLD 74 SHARES OF AT&T INC P 2024-12-19 2025-08-21 2179 1663 516 516 SOLD 31 SHARES OF HOME DEPOT INC P 2025-06-13 2025-09-17 13118 11139 1979 1979 SOLD 30 SHARES OF ALPHABET INC CL A P 2024-11-12 2025-09-17 7483 5420 2063 2063 SOLD 27 SHARES OF SPDR BLOOMBERG 1-3 MONTH T-B P 2025-06-13 2025-09-17 2474 2472 2 2 SOLD 7.693 SHARES OF GENL DYNAMICS CORP P 2025-06-13 2025-09-19 2493 2194 299 299 SOLD 24.307 SHARES OF GENL DYNAMICS CORP P 2025-06-13 2025-09-22 7843 6931 912 912 SOLD 80 SHARES OF ALPHABET INC CL A P 2024-11-11 2025-10-03 19471 14438 5033 5033 SOLD 30 SHARES OF HOME DEPOT INC P 2025-06-13 2025-10-03 11867 10780 1087 1087 SOLD 26.055 SHARES OF SPDR BLOOMBERG 1-3 MONTH T-B P 2025-06-13 2025-10-03 2384 2386 -2 -2 SOLD 20 SHARES OF SHERWIN WILLIAMS CO OHIO P 2025-06-13 2025-10-14 6685 6866 -181 -181 SOLD 126 SHARES OF ALPHABET INC CL A P 2024-11-11 2025-10-14 30820 22680 8140 8140 SOLD 31 SHARES OF EATON CORP PLC SHS P 2024-11-11 2025-10-14 11520 11520 0 0 SOLD 10 SHARES OF ABBVIE INC COM P 2025-07-02 2025-10-15 2268 1914 354 354 SOLD 64.75 SHARES OF SOLSTICE ADVANCED MATLS INC P 2025-06-13 2025-10-31 2944 3276 -332 -332 SOLD 0.75 SHARES OF SOLSTICE ADVANCED MATLS INC P 2025-10-14 2025-11-04 33 36 -3 -3 SOLD 8.368 SHARES OF PROLOGIS INC COM P 2025-06-13 2025-11-18 1035 897 138 138 SOLD 521 SHARES OF AT&T INC P 2024-12-19 2025-11-18 13360 11706 1654 1654 SOLD 97 SHARES OF BANK OF NEW YORK MELLON CORP P 2024-12-20 2025-11-18 10419 7435 2984 2984 SOLD 22.024 SHARES OF STATE STREET SPDR BLOOMBERG P 2025-06-13 2025-11-18 2018 2017 1 1 SOLD 169.632 SHARES OF PROLOGIS INC COM P 2025-06-13 2025-11-19 20763 18185 2578 2578 SOLD 177.938 SHARES OF BANK OF NEW YORK MELLON CORP P 2024-12-20 2025-12-11 21118 13638 7480 7480 SOLD 95.656 SHARES OF BANK OF NEW YORK MELLON CORP P 2024-12-20 2025-12-12 11212 7332 3880 3880 SOLD 104.534 SHARES OF BANK OF NEW YORK MELLON CORP P 2024-12-20 2025-12-15 12232 8012 4220 4220 SOLD 129.413 SHARES OF BANK OF NEW YORK MELLON CORP P 2024-12-20 2025-12-16 14838 9919 4919 4919 SOLD 329 SHARES OF KEURIG DR PEPPER INC COM P 2025-04-14 2025-12-16 9452 11647 -2195 -2195 SOLD 12 SHARES OF THERMO FISHER SCIENTIFIC INC P 2025-07-02 2025-12-16 6840 5558 1282 1282 SOLD 32.459 SHARES OF BANK OF NEW YORK MELLON CORP P 2024-12-20 2025-12-17 3690 2488 1202 1202 SOLD 730 SHARES OF BANK OF AMERICA CORP P 2020-04-08 2025-01-21 34353 21319 13034 13034 SOLD 62 SHARES OF BLACKROCK INC P 2023-10-19 2025-02-14 60493 38857 21636 21636 WELLTOWER INC LT CAPITAL GAIN DISTRIBUTION P 2025-03-06 107 107 107 SOLD 532 SHARES OF STARBUCKS CORP WASHINGTON P 2024-02-29 2025-03-07 55675 50241 5434 5434 PROLOGIS INC COM P 2025-03-31 29 29 29 SOLD 194 SHARES OF CME GROUP INC P 2023-08-04 2025-04-14 51328 40161 11167 11167 SOLD $100,000 GENERAL MOTORS FIN CO FXD P 2018-04-05 2025-04-23 92830 99773 -6943 -6943 SOLD 4,000 SHARES OF TELEPHONE & DATA SYS P 2023-03-27 2025-04-23 69973 56993 12980 12980 SOLD 3,000 SHARES OF PEABODY ENERGY CORP P 2017-04-04 2025-04-23 36239 374594 -338355 -338355 SOLD 5,000 SHARES OF GAMCO NATURAL RES P 2011-01-26 2025-04-23 29699 80819 -51120 -51120 SOLD 100 SHARES OF GE HEALTHCARE TECHNOLOGIES P 2013-09-09 2025-04-23 6527 14745 -8218 -8218 SOLD 121 SHARES OF GOLDMAN SACHS GROUP INC P 2024-04-17 2025-05-13 73298 49100 24198 24198 WELLTOWER INC LT CAPITAL GAIN DISTRIBUTION P 2025-05-22 107 107 107 SOLD 71 SHARES OF UNITEDHEALTH GP INC P 2021-01-04 2025-05-30 21355 24553 -3198 -3198 SOLD 60 SHARES OF CHUBB LTD P 2024-01-23 2025-06-13 17297 14465 2832 2832 SOLD 48 SHARES OF T-MOBILE US INC COM P 2023-10-06 2025-06-13 10998 6597 4401 4401 SOLD 81 SHARES OF DELL TECHNOLOGIES INC P 2024-03-21 2025-06-13 8983 9219 -236 -236 SOLD 33 SHARES OF ABBVIE INC COM P 2021-01-04 2025-06-13 6368 3440 2928 2928 SOLD 15 SHARES OF AMGEN INC P 2021-01-04 2025-06-13 4449 3364 1085 1085 PROLOGIS INC COM P 2025-06-30 54 54 54 SOLD 80.052 SHARES OF CHUBB LTD P 2024-01-23 2025-07-02 22467 19299 3168 3168 SOLD 64.948 SHARES OF CHUBB LTD P 2024-01-23 2025-07-03 18445 15657 2788 2788 SOLD 45.828 SHARES OF NORTHROP GRUMMAN CP(HLDG CO) P 2023-02-14 2025-08-05 27056 21515 5541 5541 SOLD 20.172 SHARES OF NORTHROP GRUMMAN CP(HLDG CO) P 2023-02-14 2025-08-06 11906 9470 2436 2436 SOLD 14 SHARES OF M&T BANK CORP P 2024-07-23 2025-08-21 2686 2431 255 255 SOLD 37 SHARES OF PROLOGIS INC COM P 2022-10-26 2025-08-21 4014 4050 -36 -36 WELLTOWER INC LT CAPITAL GAIN DISTRIBUTION P 2025-08-21 56 56 56 SOLD 64.278 SHARES OF GENL DYNAMICS CORP P 2024-08-28 2025-09-17 20992 18959 2033 2033 SOLD 22.997 SHARES OF GENL DYNAMICS CORP P 2024-08-28 2025-09-18 7462 6783 679 679 SOLD 58.725 SHARES OF GENL DYNAMICS CORP P 2024-08-28 2025-09-19 19027 17321 1706 1706 PROLOGIS INC COM P 2025-09-30 50 50 50 SOLD 106.02 SHARES OF M&T BANK CORP P 2024-07-23 2025-10-03 20695 18411 2284 2284 SOLD 58 SHARES OF JOHNSON & JOHNSON P 2022-03-17 2025-10-03 10916 10181 735 735 SOLD 59.196 SHARES OF M&T BANK CORP P 2024-07-23 2025-10-06 11362 10280 1082 1082 SOLD 29.595 SHARES OF M&T BANK CORP P 2024-07-23 2025-10-07 5618 5139 479 479 SOLD 13.189 SHARES OF M&T BANK CORP P 2024-07-23 2025-10-08 2486 2290 196 196 SOLD 179.281 SHARES OF ABBVIE INC COM P 2021-01-04 2025-10-14 41104 18690 22414 22414 SOLD 80.092 SHARES OF SHERWIN WILLIAMS CO OHIO P 2022-12-02 2025-10-14 26769 20059 6710 6710 SOLD 72 SHARES OF DELL TECHNOLOGIES INC CL A P 2024-03-21 2025-10-14 10799 8194 2605 2605 SOLD 85.719 SHARES OF ABBVIE INC COM P 2021-01-04 2025-10-15 19437 8936 10501 10501 SOLD 52.25 SHARES OF SOLSTICE ADVANCED MATLS INC P 2023-10-06 2025-10-31 2376 2196 180 180 SOLD 297 SHARES OF PROLOGIS INC COM P 2022-10-26 2025-11-18 36733 32513 4220 4220 SOLD 56 SHARES OF JOHNSON & JOHNSON P 2022-03-17 2025-11-18 11179 9830 1349 1349 WELLTOWER INC LT CAPITAL GAIN DISTRIBUTION P 2025-11-20 56 56 56 SOLD 52 SHARES OF ANALOG DEVICES INC P 2024-05-31 2025-12-16 14533 11917 2616 2616 -155585 242 0 242 0 242 2200 0 0 0 2200 0 1958 1958 0 0 0 0 0 0 0 0 0 0 0 1 1 WY 1 0 0 0 0 1 N/A KAREN KOYAMA-BREEN 3076740848 2340 WETLANDS DRIVE SUITE 102 SHERIDAN WY 82801 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE D WIDENER PO BOX 2565 COLUMBIA FALLS MT 59912 TRUSTEE 0.00 0 0 0 PATRICIA K WIDENER PO BOX 2565 COLUMBIA FALLS MT 59912 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 2077852 112686 0 2190538 0 0 2190538 32858 2157680 107884 107884 242 242 107642 0 107642 0 107642 91806 0 91806 107642 0 0 15903 1822 17725 91806 0 0 0 91806 0 15836 15836 1889 0 0 0 0 0 0 0 1889 67 1822 X FAST BLACKFEET PO BOX 2460 BROWNING MT 59417 PC FOOD PANTRY 5000 GRACEFUL DAYS END OF LIFE HOME PO BOX 797 COLUMBIA FALLS COLUMBIA MT 59912 PC LOVING COMMUNITY OF HIGH-QUALTIY END-OF-LIFE CARE. 5000 MONTANA ENVIRONMENTAL INFORMATION CENTER 104 W LAWRENCE ST HELENA MT 59601 PC ENVIRONMENTAL GROUP PROTECTING AND RESTORING MONTANA'S ENVIRONMENT. 10000 MONTANA PUBLIC RADIO UNIVERSITY OF MONTANA 32 CAMPUS DR MISSOULA MT 59812 PC ENRICH THE MIND & SPIRIT, INSPIRE A LIFETIME OF LEARNING, & CONNECTION OF COMMUNITY THROUGH ACCESS TO EXCEPTIONAL PROGRAMMING. 5000 MONTANA TROUT UNLIMITED PO BOX 7189 MISSOULA MT 59807 PC CONSERVATION & RESTORATION OF MONTANA'S COLDWATER FISHERIES & THEIR WATERSHEDS. 7500 NATIVE FISH SOCIETY 813 7TH ST SUITE 200A OREGON OR 97045 PC ADVOCACY FOR THE RECOVERY OF WILD, NATIVE FISH & PROMOTION OF THE STEWARDSHIP OF THE HABITATS. 20000 NATURAL RESOURCES DEFENSE COUNCIL PO BOX 1830 MERRIFIELD VA 22116 PC SAFEGUARD THE EARTH, ITS PEOPLE, PLANETS, ANIMALS AND THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS 5000 ROCKY MOUNTAIN FRONT WEED ROUNDTABLE PO BOX 663 CHOTEAU MT 59422 PC COLLABORATIVE NOXIOUS WEED MANAGEMENT WHILE PARTNERING WITH LOCAL STAKEHOLDERS TO BENEFIT THE ECONOMIC, BIOLOGICAL AND SOCAIL WELL-BEING OF THE ROCKY MOUNTAIN FRONT. 7500 WILD MONTANA 80 S WARREN ST HELENA MT 59601 PC UNITING & MOBILIZING COMMUNITIES TO KEEP MONTANA WILD. 7500 WILD SALMON CENTER 721 NW 9TH AVE STE 300 PORTLAND OR 97209 PC PROTECTION OF SALMON 10000 82500 0 14 50749 1057 18 -155585 0 -104836 1057 -103779 7 OTHER INCOME 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13212 6606 0 6606 ABBOTT LABORATORIES 31656 30320 ALPHABET INC CL A 24353 42568 AMGEN INC 36193 49751 ANALOG DEVICES INC 62171 73224 APPLE INC 132983 189486 AT&T INC 26963 29808 BANK OF AMERICA CORP 33635 35695 BLACKSTONE INC 56362 53641 CHENIERE ENERGY INC 35671 38684 CISCO SYS INC 33178 32815 COCA COLA CO 47872 47469 COLGATE-PALMOLIVE CO 43047 44172 CONSTELLATION ENERGY CORP 35483 48045 CROWN CASTLE INTL CORP 48638 34926 DELL TECHNOLOGIES INC CL C 43722 46701 EATON CORP PLC SHS 53469 47777 EXXON MOBIL CORP 48799 68714 FREEPORT-MCMORAN CL-B 56755 56123 HOME DEPOT INC 51062 59873 HONEYWELL INTL INC 89256 91887 JOHNSON & JOHNSON 65134 87333 JPMORGAN CHASE & CO 54838 119866 KEURIG DR PEPPER INC COM 42427 33976 LOCKHEED MARTIN CORP 28005 28549 MCDONALDS CORP 30164 33619 MERCK & CO INC 51330 47578 MICROSOFT CORP 142344 137348 NEXTERA ENERGY INC 47684 51781 PFIZER INC 55244 51096 PHILIP MORRIS INTL INC 38592 37052 PROCTER & GAMBLE CO 55313 57467 SEMPRA 54353 64981 SHERWIN WILLIAMS COMPANY OHIO 19011 24596 SLB LIMITED 45248 41143 T-MOBILE US INC COM 36564 51572 THERMO FISHER SCIENTIFIC 46052 62001 TJX COS INC 20191 24425 UNION PACIFIC CORP 65260 67545 WELLS FARGO & CO 45815 80711 WELLTOWER INC 20607 28955 EXCHANGE TRADED 6861 6846 MANAGEMENT FEES 22221 22221 0 0 BANK SERVICE CHARGES 3 3 0 0 NON DEDUCTIBLE 3000 0 0 0 SECTION 1250 GAIN INCOME- MS PLATFORM CREDIT 1057 1057 TAXES-FOREIGN 6 6 0 0 TAXES-FEDERAL 2892 2892 0 0