2026-05-28T10:55:00-05:00 2025-12-31 994625061 CRI ADVISORS LLC 7550 HALCYON SUMMIT DRIVE MONTGOMERY AL 36117 990PF 2025-01-01 821730759 JOHN AND JOYCE CADDELL FOUNDATION JOHN 3345461271 6110 HALCYON DRIVE MONTGOMERY AL 36117 CATHY CADDELL DIRECTOR 3345461271 2026-05-28 1 WILLIS A TEEL JR CPA P00175943 3342716678 2026-05-28 2025 2025-03-06 01:10:19Z X 22208064 X 0 X 570390 570390 147360 2441386 147360 717750 717750 0 0 0 7449 0 0 182126 182126 0 189575 182126 0 930000 930000 1119575 182126 930000 -401825 535624 1227373 73388 73388 14265884 15015460 22134676 15493257 15088848 22208064 0 0 X 0 0 7129097 7103355 8364160 7985493 15493257 15088848 15493257 15088848 15493257 -401825 0 15091432 2584 15088848 BLACKROCK DYNAMIC HI INC INST P 2025-09-30 2025-12-15 1595 1597 -2 -2 BOSTON SCIENTIFIC CORP P 2025-09-25 2025-12-15 48070 50044 -1974 -1974 CROWDSTRIKE HLDGS INC P 2025-04-04 2025-09-25 10948 7424 3524 3524 ELASTIC N V P 2025-11-25 48442 59856 -11414 -11414 INVESCO QQQ TRUST, SERIES 1 P 2025-04-04 2025-07-15 64828 49591 15237 15237 LORD ABBETT BOND DEB I P 2025-10-06 8708 8527 181 181 ORACLE CORP P 2025-12-12 147864 199502 -51638 -51638 PIMCO INCOME I2 P 2025-10-06 17625 17302 323 323 PROSPERITY BANCSHARES P 2025-09-17 57704 64756 -7052 -7052 SPDR BLOOMBERG 1-3 MONTH T-B P 2024-12-03 2025-03-07 143932 143898 34 34 SPDR BLOOMBERG 1-3 MONTH T-B P 2024-12-03 2025-04-04 187993 187991 2 2 SPOTIFY TECHNOLOGY SA P 2025-12-15 71034 79097 -8063 -8063 UNITEDHEALTH GP INC P 2025-05-13 48184 79415 -31231 -31231 BANK OF AMERICA C P 2022-04-12 2025-08-18 50000 50001 -1 -1 BLACKROCK DYNAMIC HI INC INST P 2025-12-15 198405 216079 -17674 -17674 BP CAP MARKETS AM 3410 P 2022-04-12 2025-12-18 50000 50004 -4 -4 CHEVRON CORP P 2022-06-29 2025-07-21 112 84 28 28 CONSTELLATION BRANDS INC CL A P 2025-09-17 95526 130253 -34727 -34727 CROWDSTRIKE HLDGS INC CL P 2024-09-12 2025-09-25 41412 22338 19074 19074 ELASTIC N V P 2025-11-25 45863 64991 -19128 -19128 INVESCO QQQ TRUST, SERIES 1 P 2025-07-15 391206 196461 194745 194745 LORD ABBETT BOND DEB I P 166057 180956 -14899 -14899 MARATHON PETROLEUM CORP P 2025-05-13 50209 15579 34630 34630 NVIDIA CORPORATION P 2025-01-30 114765 15881 98884 98884 PIMCO INCOME I2 P 2025-10-06 282146 304148 -22002 -22002 SOLSTICE ADVANCED MATLS INC P 2020-02-10 2025-10-30 33 31 2 2 US TSY NOTE P 2023-01-10 2025-10-06 98527 98220 307 307 CAPITAL GAIN DISTRIBUTION P 2025-12-31 198 198 198 147360 7445 0 7445 0 7445 6400 0 0 0 6400 0 1045 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 1 0 0 1 N/A CATHY L CADDELL 3345461271 6110 HALCYON DRIVE MONTGOMERY AL 36117 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHY L CADDELL 6110 HALCYON DRIVE MONTGOMERY AL 36117 PRESIDENT/DIRECTOR 0.00 0 0 0 CAROLINE CHRISTINE CADDELL WEEKS 493 LEE ROAD 23 AUBURN AL 36830 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 21298989 298962 0 21597951 0 0 21597951 323969 21273982 1063699 1063699 7445 7445 1056254 0 1056254 0 1056254 930000 0 930000 1056254 924119 0 0 930000 924119 0 0 5881 0 0 0 0 0 0 0 0 1050373 0 0 0 CATHY L CADDELL 6110 HALCYON DRIVE MONTGOMERY AL 36117 3345461271 APPLICATION IN WRITING. SHOULD INCLUDE HISTORY AND MISSION OF ORGANIZATION. 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