2026-04-20T16:01:07-05:00 2024-08-31 990PF 2023-09-01 766129622 THE EVALEE C SCHWARZ CHARITABLE TRUST FOR EVAL PO BOX 1620 TULSA OK 741011620 BOKF NA TRUSTEE VICE PRESIDENT 2025-07-24 true 2023 2025-03-06 01:10:19Z X X 25884078 X 418269 407075 -128641 4353393 0 0 276 276 289904 407351 134143 80486 53657 0 0 0 0 0 181 0 0 181 1500 0 0 1500 0 0 15000 4827 0 0 0 0 0 0 0 180517 180517 331341 265830 0 55338 0 0 331341 265830 0 55338 -41437 141521 0 852017 655391 655391 0 0 0 6757898 7089584 10283084 4368857 4516007 4424784 1947588 1490150 1700704 8636798 8764264 8820115 22563158 22515396 25884078 0 X 22563158 22515396 22563158 22515396 22563158 22515396 22563158 -41437 0 22521721 6325 22515396 54. NEXTERA ENERGY INC 2022-07-13 2023-09-28 3108 4375 -1267 -1267 82. NEXTERA ENERGY INC 2022-11-14 2023-09-28 4714 6795 -2081 -2081 203. NEXTERA ENERGY INC 2022-07-26 2023-09-28 11670 16416 -4746 -4746 28326.66 RIP ROAD US FUND LP TAX EXEMPT 2021-01-01 2023-10-11 28327 62500 -34173 -34173 5. ARISTA NETWORKS INC 2022-02-17 2023-10-12 978 660 318 318 27. ARISTA NETWORKS INC 2022-03-17 2023-10-12 5287 3551 1736 1736 644. CORNING INC 2022-01-06 2023-10-12 18212 25114 -6902 -6902 18. CORNING INC 2022-01-06 2023-10-12 513 690 -177 -177 19. INSULET CORP 2022-08-17 2023-10-12 2449 5102 -2653 -2653 24. INSULET CORP 2023-05-03 2023-10-12 3098 7060 -3962 -3962 76. INSULET CORP 2022-08-17 2023-10-12 9809 17447 -7638 -7638 18. PIONEER NATURAL RESOURCES CO 2022-10-05 2023-10-12 4389 4533 -144 -144 92. PIONEER NATURAL RESOURCES CO 2022-10-05 2023-10-12 22419 22362 57 57 116. PIONEER NATURAL RESOURCES CO 2022-09-07 2023-10-12 28277 27229 1048 1048 20. CORNING INC 2021-05-12 2023-10-18 555 867 -312 -312 1126. CORNING INC 2021-06-24 2023-10-18 31185 48582 -17397 -17397 13000. SANTANDER HOLDINGS USA @ 3.450% DUE 06/02/2025 2022-09-14 2023-10-18 12290 12394 -104 -104 37. IQVIA HOLDINGS INC 2021-11-15 2023-11-01 6607 7232 -625 -625 111. AIRBNB INC 2021-08-05 2023-11-09 13101 16388 -3287 -3287 29. ALNYLAM PHARMACEUTICALS INC 2023-08-03 2023-11-09 4784 5415 -631 -631 81. ALNYLAM PHARMACEUTICALS INC 2022-04-14 2023-11-09 13362 13676 -314 -314 751. AMERICAN ELEC INC PWR 2022-04-25 2023-11-09 58706 68174 -9468 -9468 283. DEXCOM INC 2023-11-01 2023-11-09 26388 31893 -5505 -5505 267. DIAMONDBACK ENERGY INC 2023-10-12 2023-11-09 41872 43120 -1248 -1248 226. FIRSTENERGY CORP 2022-03-03 2023-11-09 8116 9165 -1049 -1049 148. FIRSTENERGY CORP 2023-05-31 2023-11-09 5309 5409 -100 -100 1034. FIRSTENERGY CORP 2022-03-03 2023-11-09 37092 41895 -4803 -4803 229. FORTIVE CORP 2023-10-12 2023-11-09 15082 17594 -2512 -2512 19. INSPIRE MEDICAL SYSTEMS INC 2023-09-28 2023-11-09 2430 3740 -1310 -1310 154. INSPIRE MEDICAL SYSTEMS INC 2022-11-03 2023-11-09 19694 34430 -14736 -14736 313. LANTHEUS HOLDINGS INC 2023-10-18 2023-11-09 19516 24575 -5059 -5059 460. MATCH GROUP INC 2023-10-12 2023-11-09 13571 17478 -3907 -3907 455. MORGAN STANLEY DEAN WITTER 2021-10-08 2023-11-09 34085 47119 -13034 -13034 190. NEWMONT MINING CORP 2023-01-26 2023-11-09 6581 10268 -3687 -3687 996. NEWMONT MINING CORP 2023-10-18 2023-11-09 34450 48588 -14138 -14138 780. OPTION CARE HEALTH INC 2023-07-05 2023-11-09 22135 24895 -2760 -2760 149. PROCTER & GAMBLE CO 2023-08-09 2023-11-09 22359 22681 -322 -322 269. PROCTER & GAMBLE CO 2022-04-25 2023-11-09 40366 43130 -2764 -2764 95. RTX CORPORATION 2023-07-24 2023-11-09 7903 9191 -1288 -1288 455. RTX CORPORATION 2022-07-07 2023-11-09 37849 42924 -5075 -5075 86. ROCKWELL INTL CORP NEW 2023-07-05 2023-11-09 22198 24400 -2202 -2202 82. TENABLE HOLDINGS INC 2023-02-23 2023-11-09 3071 3580 -509 -509 531. TENABLE HOLDINGS INC 2022-05-13 2023-11-09 19888 25423 -5535 -5535 161. ZOETIS INC 2023-09-28 2023-11-09 27699 29107 -1408 -1408 576. MEDTRONIC PLC 2023-05-31 2023-11-09 40999 46847 -5848 -5848 73444. TCW MET WEST TOT RET BD-I #4776 2021-09-08 2023-11-20 644104 826921 -182817 -182817 1098. ISHARES TR S&P MDCP400 IDX 2021-12-01 2023-12-06 288190 271559 16631 16631 210. ISHARES TR S&P MDCP400 IDX 2020-08-17 2023-12-06 55132 41051 14081 14081 557. VANGUARD INSTITUTIONAL INDEX 2023-09-29 2023-12-06 212145 199356 12789 12789 13. AMPHENOL CORP NEW CL A 2019-07-12 2024-01-03 1247 642 605 605 4. ARISTA NETWORKS INC 2022-11-14 2024-01-03 924 526 398 398 1. CHIPOTLE MEXICAN GRILL - CL A 2023-05-03 2024-01-03 2245 2060 185 185 4. CONSTELLATION BRANDS-A COM 2022-11-14 2024-01-03 971 998 -27 -27 12. EXACT SCIENCES CORP 2020-05-06 2024-01-03 853 949 -96 -96 4. IQVIA HOLDINGS INC 2019-07-12 2024-01-03 904 630 274 274 6. KEYSIGHT TECHNOLOGIES INC WI 2022-06-22 2024-01-03 923 820 103 103 2. LULULEMON ATHLETICA INC 2019-07-12 2024-01-03 1000 380 620 620 24. MONSTER BEVERAGE CORP 2019-07-12 2024-01-03 1395 781 614 614 46. PALO ALTO NETWORKS 2019-09-05 2024-01-03 13216 3294 9922 9922 26. PURE STORAGE INC 2021-03-26 2024-01-03 970 554 416 416 510. STANDARD & POORS DEP RECEIPTS 2023-11-09 2024-01-03 239838 223079 16759 16759 4552. SCHWAB US DIVIDEND EQUITY ETF 2023-11-09 2024-01-03 346381 315729 30652 30652 868. SCHWAB US DIVIDEND EQUITY ETF 2023-11-09 2024-01-03 66081 60168 5913 5913 222. UBER TECHNOLOGIES INC 2021-10-08 2024-01-03 13070 9491 3579 3579 4. VERTEX PHARMACEUTICALS INC COM 2022-11-03 2024-01-03 1643 1250 393 393 3. NXP SEMICONDUCTOR NV 2019-07-30 2024-01-03 648 310 338 338 44. STEVANATO GROUP 2023-03-16 2024-01-03 1162 1049 113 113 16. ABBVIE INC 2021-08-12 2024-01-11 2628 1832 796 796 63. ABBVIE INC 2021-08-12 2024-01-11 10350 7213 3137 3137 198. ABBVIE INC 2021-03-15 2024-01-11 32367 17431 14936 14936 13. ABBVIE INC 2020-04-21 2024-01-11 2122 1053 1069 1069 4. AMERICAN ELEC INC PWR 2024-01-03 2024-01-11 321 332 -11 -11 5. ARISTA NETWORKS INC 2022-11-14 2024-01-11 1250 658 592 592 19. ARISTA NETWORKS INC 2022-11-14 2024-01-11 4752 2494 2258 2258 4. ASTRAZENECA PLC-ADR SPONSORED 2020-08-18 2024-01-11 276 225 51 51 2. CF INDUSTRIES HOLDINGS INC 2023-08-09 2024-01-11 156 166 -10 -10 1. COTERRA ENERGY INC 2022-10-05 2024-01-11 25 29 -4 -4 25. CARDINAL HEALTH INC 2022-09-26 2024-01-11 2630 1654 976 976 105. CARDINAL HEALTH INC 2022-09-26 2024-01-11 11059 6948 4111 4111 53. CARDINAL HEALTH INC 2022-09-26 2024-01-11 5599 3507 2092 2092 77. CARDINAL HEALTH INC 2022-09-26 2024-01-11 8108 5095 3013 3013 7. CISCO SYSTEMS 2019-07-12 2024-01-11 350 405 -55 -55 221. COCA-COLA CO 2021-10-08 2024-01-11 13205 11852 1353 1353 8. CONSTELLATION BRANDS-A COM 2022-11-14 2024-01-11 2038 1996 42 42 35. CONSTELLATION BRANDS-A COM 2022-11-14 2024-01-11 8916 8650 266 266 16. CONSTELLATION BRANDS-A COM 2022-07-13 2024-01-11 4076 3925 151 151 63. CONSTELLATION BRANDS-A COM 2022-11-03 2024-01-11 16052 15242 810 810 320. DOW INC 2020-12-18 2024-01-11 16980 17199 -219 -219 1. HOME DEPOT INC 2021-10-08 2024-01-11 354 332 22 22 60. LANTHEUS HOLDINGS INC 2024-01-03 2024-01-11 3446 3741 -295 -295 240. LANTHEUS HOLDINGS INC 2024-01-03 2024-01-11 13813 14966 -1153 -1153 4. MSC INDUSTRIAL DIRECT CO-A 2021-03-11 2024-01-11 375 359 16 16 9. MERCK & CO INC/NJ 2021-10-08 2024-01-11 1066 733 333 333 41. MERCK & CO INC/NJ 2021-10-08 2024-01-11 4854 3338 1516 1516 332. MERCK & CO INC/NJ 2021-10-08 2024-01-11 39273 26305 12968 12968 30. NEWMONT MINING CORP 2024-01-03 2024-01-11 1121 1190 -69 -69 125. NEWMONT MINING CORP 2024-01-03 2024-01-11 4676 4959 -283 -283 535. NEWMONT MINING CORP 2024-01-03 2024-01-11 19945 21226 -1281 -1281 55. NEWMONT MINING CORP 2024-01-03 2024-01-11 2074 2182 -108 -108 230. NEWMONT MINING CORP 2024-01-03 2024-01-11 8570 9125 -555 -555 5. ONEOK INC NEW 2022-02-03 2024-01-11 347 290 57 57 145. ONEOK INC NEW 2022-02-03 2024-01-11 10188 8415 1773 1773 5. PACKAGING CORP AMER COM 2021-03-15 2024-01-11 824 670 154 154 70. PACKAGING CORP AMER COM 2021-03-15 2024-01-11 11547 7174 4373 4373 47. PEPSI CO INC 2021-10-08 2024-01-11 7753 7334 419 419 34. PEPSI CO INC 2021-10-08 2024-01-11 5618 4873 745 745 8. PEPSI CO INC 2020-07-29 2024-01-11 1323 1109 214 214 596. PHILLIPS 66 2020-12-18 2024-01-11 77578 45739 31839 31839 100. PHILLIPS 66 2020-04-21 2024-01-11 13030 5664 7366 7366 17. PHILLIPS 66 2024-01-03 2024-01-11 2215 2290 -75 -75 8. PHILLIPS 66 2020-04-21 2024-01-11 1042 451 591 591 43. PROCTER & GAMBLE CO 2024-01-03 2024-01-11 6427 6361 66 66 35. RTX CORPORATION 2024-01-03 2024-01-11 2975 3012 -37 -37 520. RTX CORPORATION 2024-01-03 2024-01-11 44207 44749 -542 -542 10. STAG INDUSTRIAL REIT 2021-04-09 2024-01-11 381 325 56 56 276. UBER TECHNOLOGIES INC 2020-10-07 2024-01-11 17219 10129 7090 7090 26754.64 RIP ROAD US FUND LP TAX EXEMPT 2021-01-01 2024-01-11 26755 62500 -35745 -35745 145. NEWMONT MINING CORP 2024-01-03 2024-01-12 5558 5744 -186 -186 74. NEWMONT MINING CORP 2024-01-03 2024-01-12 2824 2930 -106 -106 122. ONEOK INC NEW 2022-02-03 2024-01-12 8688 6664 2024 2024 52. ONEOK INC NEW 2021-06-24 2024-01-12 3706 2495 1211 1211 7307.13 APOLLO DIVERSIFIED R/E-I #4412 2019-07-31 2024-02-06 187793 173784 14009 14009 29. ROCKWELL INTL CORP NEW 2024-01-03 2024-02-14 8085 8897 -812 -812 10. ASTRAZENECA PLC-ADR SPONSORED 2024-01-03 2024-02-28 653 679 -26 -26 841. ASTRAZENECA PLC-ADR SPONSORED 2021-03-15 2024-02-28 54943 37105 17838 17838 17. ASTRAZENECA PLC-ADR SPONSORED 2024-01-03 2024-02-28 1112 1153 -41 -41 13. ROCKWELL INTL CORP NEW 2024-01-03 2024-02-28 3711 3988 -277 -277 42. ROCKWELL INTL CORP NEW 2024-01-11 2024-02-28 11992 12879 -887 -887 81. VERTEX PHARMACEUTICALS INC COM 2023-01-24 2024-02-28 34587 24821 9766 9766 1. VERTEX PHARMACEUTICALS INC COM 2024-01-11 2024-02-28 427 427 24. VERTEX PHARMACEUTICALS INC COM 2022-10-05 2024-02-28 10244 7280 2964 2964 1. CHIPOTLE MEXICAN GRILL - CL A 2023-01-26 2024-03-13 2709 1586 1123 1123 377. MATCH GROUP INC 2024-01-11 2024-03-13 12612 13538 -926 -926 71. MATCH GROUP INC 2024-01-03 2024-03-13 2377 2548 -171 -171 23. ZOETIS INC 2024-01-11 2024-03-13 4084 4483 -399 -399 22. ZOETIS INC 2024-01-03 2024-03-13 3900 4283 -383 -383 4749. NEUBERGER BERMAN GENESIS INSTL #1229 2019-08-26 2024-04-08 301467 273685 27782 27782 4. CHIPOTLE MEXICAN GRILL - CL A 2023-03-16 2024-04-10 11796 6426 5370 5370 30. CISCO SYSTEMS 2019-07-12 2024-04-10 1466 1737 -271 -271 113. CISCO SYSTEMS 2019-07-12 2024-04-10 5523 6543 -1020 -1020 170. CISCO SYSTEMS 2019-07-12 2024-04-10 8304 9843 -1539 -1539 55. UBER TECHNOLOGIES INC 2020-09-11 2024-04-10 4047 2008 2039 2039 52. ZOETIS INC 2024-01-03 2024-04-10 8484 10124 -1640 -1640 80. ZOETIS INC 2024-01-03 2024-04-10 13054 15576 -2522 -2522 27761.62 RIP ROAD US FUND LP TAX EXEMPT 2021-01-01 2024-04-10 27762 62467 -34705 -34705 201. MSC INDUSTRIAL DIRECT CO-A 2021-03-11 2024-04-19 18420 17780 640 640 23. MSC INDUSTRIAL DIRECT CO-A 2024-01-03 2024-04-19 2107 2269 -162 -162 495. MSC INDUSTRIAL DIRECT CO-A 2021-02-26 2024-04-19 45354 42517 2837 2837 104. TENABLE HOLDINGS INC 2024-01-11 2024-05-01 4725 4581 144 144 494. TENABLE HOLDINGS INC 2024-01-03 2024-05-01 22524 21682 842 842 112. INSPIRE MEDICAL SYSTEMS INC 2024-04-10 2024-05-16 17584 20731 -3147 -3147 397. STEVANATO GROUP 2023-03-16 2024-05-16 8115 8766 -651 -651 80. VIKING THERAPEUTICS INC 2024-02-28 2024-06-20 4075 7376 -3301 -3301 178. VIKING THERAPEUTICS INC 2024-04-10 2024-06-20 9066 14931 -5865 -5865 473. STEVANATO GROUP 2023-02-27 2024-06-20 8268 10016 -1748 -1748 160. STEVANATO GROUP 2024-04-10 2024-06-20 2796 4677 -1881 -1881 195. STEVANATO GROUP 2023-02-23 2024-06-20 3408 4084 -676 -676 29110.81 RIP ROAD US FUND LP TAX EXEMPT 2024-07-12 29111 62533 -33422 -33422 108. ALNYLAM PHARMACEUTICALS INC 2024-01-11 2024-07-23 25486 21123 4363 4363 214. AMPHENOL CORP NEW CL A 2020-03-26 2024-07-23 14286 4765 9521 9521 104. FORTIVE CORP 2024-02-14 2024-07-23 7994 8021 -27 -27 221. PURE STORAGE INC 2021-04-28 2024-07-23 13615 4637 8978 8978 126. BROADCOM INC 2019-07-12 2024-07-24 19872 3567 16305 16305 364. NIKE INC CLASS B 2024-01-12 2024-07-24 26365 38218 -11853 -11853 305. DEXCOM INC 2024-04-10 2024-08-01 21430 37946 -16516 -16516 13000. AMERICAN HONDA FINANCE @ 0.750% DUE 08/09/2024 2022-09-14 2024-08-09 13000 12200 800 800 249. BAKER HUGHES COMPANY 2024-01-03 2024-08-19 8742 8708 34 34 1097. BAKER HUGHES COMPANY 2023-02-23 2024-08-19 38515 33578 4937 4937 201. EMERSON ELECTRIC CO 2023-07-24 2024-08-19 20840 16235 4605 4605 108. 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