2026-02-03T15:35:52-06:00 2025-12-31 331197384 ANDERSEN TAX LLC 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 990PF 2025-01-01 746137429 LYNNE MURRAY SR EDUCATIONAL FOUNDATION LYNN 7136221707 1214 DANBURY ROAD HOUSTON TX 77055 MARY RILEY PIRO TRUSTEE 7136221707 2026-02-03 1 BRYAN K COLQUITT P01430456 8324634030 2025 2025-03-06 01:10:19Z X 977175 X X 20928 20928 32366 97484 32366 53294 53294 0 0 0 4025 0 0 7599 0 0 778 0 0 12402 0 0 74500 74500 86902 0 74500 -33608 53294 30416 31200 31200 119427 144831 684532 324967 265214 261443 474810 441245 977175 735 778 735 778 X 0 0 0 0 474075 440467 474075 440467 474810 441245 474075 -33608 0 440467 0 440467 FROST BANK H40669 - PUBLICLY TRADED SECURITIES P 97484 65118 32366 32366 32366 741 0 741 0 741 0 0 0 0 0 37 778 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 0 N/A ANDERSEN TAX LLC 8324634030 1717 WEST LOOP SOUTH SUITE 2000 HOUSTON TX 77027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAROLYN LANDEN 1602 SOUTH BLVD HOUSTON TX 770066338 TRUSTEE 1.00 0 0 0 MARY RILEY PIRO 1214 DANBURY ROAD HOUSTON TX 77055 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 924249 16280 0 940529 0 0 940529 14108 926421 46321 46321 741 741 45580 0 45580 0 45580 74500 0 74500 45580 0 0 12358 2697 9655 22449 47159 74500 0 0 0 45580 28920 0 0 76079 0 0 0 0 0 0 12358 63721 2697 9655 22449 28920 MARY RILEY PIRO 1214 DANBURY ROAD HOUSTON TX 77055 7136221707 DRMARYFRILEY@YAHOO.COM LETTER PREFERRED WITH AN OUTLINE OF SPECIFIC PROGRAM(S) NONE NONE CAROLYN LANDEN 1602 SOUTH BLVD HOUSTON TX 77006 2815013965 CLANDEN@COMCAST.NET LETTER PREFERRED WITH AN OUTLINE OF SPECIFIC PROGRAM(S) NONE NONE NONE CITIZENS FOR ANIMAL PROTECTION 17555 KATY FREEWAY HOUSTON TX 77094 NONE PC GENERAL FUND 25000 BRAVO COLORADO AT VAIL-BEAVER CREEK 2271 N FRONTAGE RD W STE C VAIL CO 816573920 NONE PC GENERAL FUND 7500 DA CAMERA SOCIETY OF TEXAS INC 1402 SUL ROSS ST HOUSTON TX 77006 NONE PC GENERAL FUND 12000 HOUSTON AUDUBON SOCIETY INC 440 WILCHESTER BLVD HOUSTON TX 77079 NONE PC GENERAL FUND 15000 INTERFAITH MINISTERIES FOR GREATER HOUSTON 3303 MAIN ST HOUSTON TX 77002 NONE PC GENERAL FUND 5000 WILLIAM MARSH RICE UNIVERSITY 6100 MAIN ST HOUSTON TX 770051827 NONE PC GENERAL FUND 10000 74500 0 14 20928 18 32366 0 53294 0 53294 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 4025 0 0 16,229.923 FROST TOTAL RETURN BOND FUND INSTL 131780 126742 3,097.698 ARTISAN HIGH INCOME FD INSTI 21844 21517 13,384.474 BAIRD AGGREGATE BD FD INSTL 111590 113184 40.000 ABBVIE INC COM 1361 9140 200.000 ALPHABET INC CL A COM 2595 62600 200.000 ALPHABET INC CL C COM 2595 62760 375.000 AMAZON.COM INC 3381 86557 225.000 APPLE INC COM 531 61169 60.000 HOME DEPOT INC COM 4510 20646 42.000 JPMORGAN CHASE & CO COM 1602 13533 100.000 MASTERCARD INC CL A COM 2355 57088 190.000 MICROSOFT CORP COM 4729 87052 100.000 SALESFORCE.COM INC COM 5669 26491 150.000 VISA INC CL A COM 2952 52607 93.000 SPDR S&P 500 ETF TRUST 71022 84558 85.000 VANGUARD MID CAP ETF 29784 34536 100.000 VANGUARD SMALL-CAP ETF 11745 25795 EXCISE TAX PAYABLE 735 778 INVESTMENT MANAGEMENT FEE 7599 0 0 EXCISE TAX 741 0 0 PENALTIES 37 0 0