2026-04-21T08:02:07-05:00 2025-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2025-01-01 646179881 MARY EMILY WILSON CHARITABLE TRUST WILS 2058203141 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 2058203141 2026-04-07 true JEFFREY E KUHLIN P00353001 4123556000 2026-04-07 X 2025 2025-03-06 01:10:19Z X 2799523 X 84050 82841 -6834 282543 0 0 2245 2245 79461 85086 0 0 0 0 0 0 1000 0 0 1000 3 3 0 0 39408 8924 0 0 0 0 0 0 0 177 177 40588 8927 0 1177 104156 104156 144744 8927 0 105333 -65283 76159 0 21203 52505 52505 0 0 0 2598487 2501455 2747018 2619690 2553960 2799523 0 X 2619690 2553960 2619690 2553960 2619690 2553960 2619690 -65283 224 2554631 671 2553960 11. ADOBE SYS INC COM 2024-09-04 2025-02-04 4860 6348 -1488 -1488 139.118 ARTISAN PARTNERS FDS INC 2024-09-04 2025-02-04 1274 1262 12 12 16.427 DODGE & COX INCOME 2024-09-04 2025-02-04 205 214 -9 -9 952.434 DODGE & COX INCOME 2019-03-06 2025-02-04 11886 12984 -1098 -1098 39. FISERV INC COM 2024-09-26 2025-02-04 8393 6810 1583 1583 15. INTUIT 2024-09-26 2025-02-04 9013 9403 -390 -390 1. INTUIT 2013-06-25 2025-02-04 601 58 543 543 121.152 BRNDYWNGLBL HIGH YLD-IS 2024-09-04 2025-02-04 1259 1249 10 10 34. MERCK & CO INC 2024-09-04 2025-02-04 3042 3911 -869 -869 22.351 PIONEER BD FD 2024-09-26 2025-02-04 184 192 -8 -8 1753.696 PIONEER BD FD 2019-03-06 2025-02-04 14450 16767 -2317 -2317 71. PULTE HOMES INC 2024-09-04 2025-02-04 7799 9059 -1260 -1260 2. PULTE HOMES INC 2021-11-19 2025-02-04 220 107 113 113 32. SBA COMMUNICATIONS CORP NEW 2024-09-26 2025-02-04 6300 7479 -1179 -1179 1. SBA COMMUNICATIONS CORP NEW 2020-08-12 2025-02-04 197 305 -108 -108 10. UNITEDHEALTH GROUP INC 2024-09-04 2025-02-04 5465 6000 -535 -535 47. CHUBB LIMITED COM 2024-09-26 2025-02-04 12882 13597 -715 -715 2. CHUBB LIMITED COM 2015-11-13 2025-02-04 548 224 324 324 2.99965 FACEBOOK INC 2024-10-03 2025-04-29 1664 1724 -60 -60 2.00035 FACEBOOK INC 2024-09-26 2025-04-29 1110 1129 -19 -19 10. NETFLIX COM INC 2024-09-26 2025-04-29 11158 6915 4243 4243 87. QUALCOMM INC 2024-09-26 2025-04-29 12752 14608 -1856 -1856 3. QUALCOMM INC 2020-04-21 2025-04-29 440 217 223 223 10. T -MOBILE US INC 2024-09-26 2025-04-29 2398 2023 375 375 28. THERMO FISHER SCIENTIFIC INC 2024-09-26 2025-04-29 11842 17011 -5169 -5169 1. THERMO FISHER SCIENTIFIC INC 2012-04-13 2025-04-29 423 55 368 368 9. ABBVIE INC 2025-05-05 2025-05-12 1730 1760 -30 -30 9. ALPHABET INC/CA 2024-09-26 2025-05-12 1427 1468 -41 -41 16.99993 AMAZON COM INC 2025-02-05 2025-05-12 3542 4037 -495 -495 3.00007 AMAZON COM INC 2025-02-05 2025-05-12 625 712 -87 -87 10. APPLE INC 2024-09-26 2025-05-12 2098 2273 -175 -175 15. APPLE INC 2024-09-26 2025-05-12 3146 3337 -191 -191 32.99 ARTISAN PARTNERS FDS INC 2024-09-04 2025-05-12 301 299 2 2 7. BROADCOM INC 2025-05-05 2025-05-12 1538 1373 165 165 10. CHEVRON CORP 2024-09-04 2025-05-12 1414 1434 -20 -20 758.214 DODGE & COX INCOME 2024-09-04 2025-05-12 9463 9864 -401 -401 23.68 EUROPACIFIC GROWTH FD 2024-09-26 2025-05-12 1393 1447 -54 -54 4. FACEBOOK INC 2024-10-02 2025-05-12 2551 2349 202 202 6. GE VERNOVA INC 2024-10-03 2025-05-12 2506 1509 997 997 80. ISHARES TR 2024-09-26 2025-05-12 6406 6293 113 113 28.458 BRNDYWNGLBL HIGH YLD-IS 2024-09-04 2025-05-12 287 293 -6 -6 17. MERCK & CO INC 2024-09-04 2025-05-12 1368 1955 -587 -587 4. MICROSOFT CORP COM 2025-05-05 2025-05-12 1787 1756 31 31 20.99778 NVIDIA CORP 2024-09-26 2025-05-12 2572 2591 -19 -19 19.00222 NVIDIA CORP 2024-09-26 2025-05-12 2328 2345 -17 -17 7. ORACLE CORPORATION COM 2025-02-04 2025-05-12 1097 1170 -73 -73 1540.274 PIONEER BD FD 2024-09-26 2025-05-12 12707 13243 -536 -536 98. ISHARES CORE S&P SMALL-CAP E 2024-09-26 2025-06-13 10404 11245 -841 -841 17. ADOBE SYS INC COM 2024-09-26 2025-07-25 6307 9432 -3125 -3125 1. ADOBE SYS INC COM 2023-06-16 2025-07-25 371 501 -130 -130 2. FACEBOOK INC 2024-09-26 2025-07-25 1440 1129 311 311 72. FISERV INC COM 2025-05-05 2025-07-25 9997 12643 -2646 -2646 3. FISERV INC COM 2021-03-11 2025-07-25 417 378 39 39 20. GE VERNOVA INC 2024-10-03 2025-07-25 12912 5031 7881 7881 3. NETFLIX COM INC 2025-05-05 2025-07-25 3545 2502 1043 1043 26. UNITEDHEALTH GROUP INC 2024-09-26 2025-07-25 7386 15448 -8062 -8062 59. ZOETIS INC 2024-09-26 2025-07-25 8943 10859 -1916 -1916 2. ZOETIS INC 2018-10-16 2025-07-25 303 183 120 120 27. CHIPOTLE MEXICAN GRILL INC 2025-05-05 2025-09-19 1064 1480 -416 -416 158. CHIPOTLE MEXICAN GRILL INC 2024-09-04 2025-09-19 6226 8431 -2205 -2205 31. NVIDIA CORP 2024-09-26 2025-09-19 5469 3666 1803 1803 6. NVIDIA CORP 2024-09-04 2025-09-19 1059 653 406 406 5. ALPHABET INC/CA 2024-09-26 2025-12-03 1601 815 786 786 9. CBRE GROUP INC 2025-02-04 2025-12-03 1445 1298 147 147 18. EXXON MOBIL CORP 2024-09-04 2025-12-03 2116 2068 48 48 3. GOLDMAN SACHS GROUP INC 2024-09-26 2025-12-03 2487 1487 1000 1000 6. JPMORGAN CHASE & CO 2024-09-04 2025-12-03 1854 1318 536 536 1. LILLY ELI & CO 2024-09-04 2025-12-03 1037 950 87 87 3. MASTERCARD INC 2024-09-26 2025-12-03 1651 1475 176 176 3. MICROSOFT CORP COM 2024-09-26 2025-12-03 1444 1291 153 153 5. TJX COMPANIES INC 2025-05-05 2025-12-03 753 646 107 107 6. TJX COMPANIES INC 2024-09-26 2025-12-03 903 708 195 195 4. WALMART STORES INC COM 2025-05-05 2025-12-03 456 398 58 58 11. WALMART STORES INC COM 2024-09-26 2025-12-03 1254 876 378 378 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN DIVIDENDS P 7354 CAPITAL GAIN 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N53745100 LYONDELLBASELL INDU- 12572Q105 CME GROUP INC 278865100 ECOLAB INC 298706110 EUROPACIFIC GROWTH F AT COST 64852 67498 30231G102 EXXON MOBIL CORP AT COST 17754 18893 464287804 ISHARES TR AT COST 50473 54201 65339F101 NEXTERA ENERGY INC AT COST 8487 8590 863667101 STRYKER CORP AT COST 16302 16168 92826C839 VISA INC 98978V103 ZOETIS INC 023135106 AMAZON COM INC AT COST 35624 47087 17275R102 CISCO SYSTEMS INC 713448108 PEPSICO INC 744320102 PRUDENTIAL FINANCIAL 883556102 THERMO FISHER SCIENT G29183103 EATON CORP PLC AT COST 15962 17200 20030N101 COMCAST CORP NEW AT COST 9863 8728 46625H100 JPMORGAN CHASE & CO AT COST 23263 35122 58933Y105 MERCK & CO INC NEW AT COST 10492 10000 742718109 PROCTER & GAMBLE CO H1467J104 CHUBB LTD 09247X101 BLACKROCK INC 172967424 CITIGROUP INC 256210105 DODGE & COX INCOME F AT COST 564188 557403 92939U106 WEC ENERGY GROUP INC 06828M876 BARON SELECT FDS 166764100 CHEVRON CORP NEW AT COST 7218 7773 461202103 INTUIT 594918104 MICROSOFT CORP AT COST 69379 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87165B103 SYNCHRONY FINL 723787107 PIONEER NAT RES CO 695156109 PACKAGING CORP AMER AT COST 11806 11961 666807102 NORTHROP GRUMMAN COR 872540109 TJX COS INC NEW AT COST 14286 19048 43300A203 HILTON WORLDWIDE HLD 872590104 T -MOBILE US INC AT COST 10495 10558 RF0004240 435.30 AC /- IN N1/2 88160R101 TESLA INC 00724F101 ADOBE SYS INC COM 252131107 DEXCOM INC 34959J108 FORTIVE CORP 427866108 HERSHEY CO 64110L106 NETFLIX COM INC AT COST 10537 15002 743315103 PROGRESSIVE CORP OH AT COST 15591 14346 98389B100 XCEL ENERGY INC AT COST 13178 15289 00770X675 PZENA EMERG MKTS VAL AT COST 13110 15541 00771X419 GQG PART EMERG MKTS AT COST 33366 33155 025537101 AMERICAN ELEC PWR CO AT COST 10295 11646 04314H568 ARTISAN PARTNERS FDS AT COST 31534 31996 169656105 CHIPOTLE MEXICAN GRI 36828A101 GE VERNOVA INC AT COST 8050 20914 46284V101 IRON MTN INC NEW AT COST 11898 8710 52472T718 BRNDYWNGLBL HIGH YLD AT COST 31640 31158 655844108 NORFOLK SOUTHN CORP AT COST 8662 9816 74762E102 QUANTA SVCS INC AT COST 14508 20681 778296103 ROSS STORES INC AT COST 12307 14771 806857108 SCHLUMBERGER LTD AT COST 7622 7024 893641100 TRANSDIGM GROUP INC AT COST 18995 18618 00287Y109 ABBVIE INC AT COST 21513 25591 11135F101 BROADCOM INC AT COST 25806 40840 12504L109 CBRE GROUP INC AT COST 8583 9808 478160104 JOHNSON & JOHNSON AT COST 17467 21523 48251W104 KKR & CO INC AT COST 10214 8541 59156R108 METLIFE INC AT COST 12905 11999 68389X105 ORACLE CORP AT COST 18292 22220 876030107 TAPESTRY INC AT COST 11469 12777 92648C843 VICTORY PIONEER BOND AT COST 688908 684362 MUTUAL FUND TIMING ADJ 284 ROC ON CY SALES 387 OTHER EXPENSE (NON-DEDUCTIBLE 177 0 177 ANNUITIES FROM NONQUALIFIED PLANS (SECTI 32 32 OTHER INCOME 2213 2213 COST BASIS ADJ 224 INVESTMNT MNGMNT FEES (NON-DED 3 3 OTHER EXPENSE (NON-DEDUCTIBLE FOREIGN TAXES 323 323 0 REAL ESTATE TAX ON NON-RENTAL 8392 8392 0 FEDERAL TAX PAYMENT - PRIOR YE 29521 0 0 FEDERAL ESTIMATES - PRINCIPAL 963 0 0 FOREIGN TAXES ON NONQUALIFIED 209 209 0