2026-06-02T14:09:43-05:00 2025-12-31 821636547 JAMES JOHNSON LAW PLC 2600 Westown Pkwy West Des Moines IA 50266 990PF 2025-01-01 421285493 Peterson Family Foundation Inc PETE 6233411927 7047 E Greenway Pkwy 250 Scottsdale AZ 85254 Dean A Peterson President 6233411927 2026-06-02 1 James Johnson P00039385 5155057178 2026-06-01 2025 2025-03-06 01:10:19Z X 3655158 X X 13626 13626 74752 74752 163356 428273 163356 251734 251734 12000 1200 10800 835 0 835 6072 1756 0 6825 0 6825 13662 12620 1007 39394 15576 19467 80280 80280 119674 15576 99747 132060 236158 3066 7966 7966 358564 420961 420961 2358810 2423573 3226231 2720440 2852500 3655158 0 0 X 0 0 0 0 2720440 2852500 2720440 2852500 2720440 2852500 2720440 132060 0 2852500 0 2852500 Strat Advsrs Core Income 2018-09-07 2025-07-18 6252 6252 0 0 Fidelity SAI Inflation Focused 2022-04-08 2025-12-18 26 30 -4 -4 Strat Advsrs Alternatives 2022-08-04 2025-04-16 50 50 0 0 Strat Advsrs Core Income 2018-06-28 2025-03-05 91 103 -12 -12 Fidelity SAI Inflation Focused 2022-04-01 2025-08-06 159 181 -22 -22 Fidelity SAI Canada Equity Index 2024-09-11 2025-12-18 388 315 73 73 Strat Advsrs Core Income 2018-07-21 2025-07-18 371 371 0 0 Strat Advsrs Alternatives 2022-08-04 2025-03-05 507 506 1 1 Strat Advsrs Core Income 2018-06-28 2025-02-06 499 567 -68 -68 Strat Advsrs Core Income 2018-07-21 2025-03-05 524 590 -66 -66 Fidelity SAI Canada Equity Index 2024-10-09 2025-12-18 795 646 149 149 Strat Advsrs Core Income 2018-06-28 2025-03-05 583 657 -74 -74 Strat Advsrs Alternatives 2022-10-05 2025-06-26 692 678 14 14 Strat Advsrs Alternatives 2022-08-04 2025-03-05 697 695 2 2 Strat Advsrs Core Income 2018-06-28 2025-03-05 661 744 -83 -83 Strat Advsrs Core Income 2018-06-29 2025-03-05 680 766 -86 -86 Fidelity SAI Canada Equity Index 2024-09-11 2025-07-18 1110 992 118 118 Fidelity SAI Canada Equity Index 2024-09-11 2025-06-04 1093 996 97 97 Strat Advsrs Alternatives 2022-08-04 2025-06-26 1120 1097 23 23 Fid SAI Inflation Protected 2024-10-09 2025-11-21 1147 1120 27 27 Strat Advsrs Alternatives 2022-08-04 2025-04-16 1147 1147 0 0 Strat Advsrs Alternatives 2022-10-05 2025-11-21 1212 1157 55 55 Fidelity SAI Inflation Focused 2022-04-01 2025-07-18 1113 1224 -111 -111 Fidelity SAI Inflation Focused 2022-04-15 2025-12-18 1096 1258 -162 -162 Fidelity SAI Inflation Focused 2022-04-08 2025-11-21 1136 1292 -156 -156 Strat Advsrs Alternatives 2022-12-12 2025-12-18 1407 1329 78 78 Fidelity SAI Inflation Focused 2022-05-12 2025-12-18 1420 1631 -211 -211 Fidelity SAI Inflation Focused 2022-09-16 2025-12-18 1516 1741 -225 -225 Fid SAI Inflation Protected 2024-10-09 2025-07-18 1761 1743 18 18 Strat Advsrs Core Income 2018-07-12 2025-03-05 1620 1825 -205 -205 Strat Advsrs Core Income 2018-02-25 2025-02-06 1743 1981 -238 -238 Strat Advsrs Core Income 2018-06-28 2025-03-05 1796 2023 -227 -227 Fidelity SAI Inflation Focused 2022-04-08 2025-08-06 1940 2208 -268 -268 Strat Advsrs Alternatives 2022-10-05 2025-12-18 2684 2537 147 147 Fid SAI Inflation Protected 2024-11-09 2025-03-05 2694 2678 16 16 Strategic Advisers Short Duration 2024-10-09 2025-09-25 2732 2704 28 28 Strat Advsrs Core Income 2018-06-28 2025-03-05 2629 2961 -332 -332 Fid SAI Inflation Protected 2024-09-11 2025-03-05 3306 3287 19 19 Strat Advsrs Core Income 2018-07-26 2025-07-18 4204 4204 0 0 Strat Advsrs Core Income 2018-07-26 2025-09-25 1160 1281 -121 -121 Strat Advsrs Core Income 2018-09-07 2025-11-21 1673 1673 0 0 Strat Advsrs Core Income 2018-09-07 2025-11-21 9935 10195 -260 -260 Strat Advsrs Core Income 2019-01-29 2025-11-21 7834 8606 -772 -772 Strat Advsrs Emerging Mkts 2020-04-16 2025-03-05 5164 4780 384 384 Strat Advsrs Emerging Mkts 2020-04-16 2025-04-16 4807 4755 52 52 Strat Advsrs Emerging Mkts 2020-04-16 2025-05-08 4600 4233 367 367 Strat Advsrs Emerging Mkts 2020-04-16 2025-06-26 1230 1039 191 191 Strat Advsrs Emerging Mkts 2020-06-25 2025-06-26 4425 3737 688 688 Strat Advsrs Emerging Mkts 2020-06-25 2025-07-18 3352 2778 574 574 Strat Advsrs Emerging Mkts 2020-06-25 2025-08-06 2517 2080 437 437 Strat Advsrs Emerging Mkts 2020-06-25 2025-09-25 3026 2310 716 716 Strat Advsrs Emerging Mkts 2020-06-25 2025-11-21 161 123 38 38 Strat Advsrs Emerging Mkts 2020-07-28 2025-11-21 3263 2490 773 773 Strat Advsrs Income Opport 2020-11-27 2025-12-18 288 289 -1 -1 Strat Advsrs Income Opport 2020-12-17 2025-12-18 5194 5225 -31 -31 Strat Advsrs Intl 2018-04-20 2025-02-06 9341 8113 1228 1228 Strat Advsrs Intl 2018-04-20 2025-03-05 15582 12962 2620 2620 Strat Advsrs Intl 2018-04-20 2025-04-16 4095 3616 479 479 Strat Advsrs Intl 2018-04-20 2025-05-08 6363 5285 1078 1078 Strat Advsrs Intl 2018-09-07 2025-05-08 3921 3257 664 664 Strat Advsrs Intl 2018-09-07 2025-06-04 2070 1638 432 432 Strat Advsrs Intl 2018-09-07 2025-07-18 7057 5538 1519 1519 Strat Advsrs Intl 2018-09-07 2025-08-06 3419 2659 760 760 Strat Advsrs Intl 2018-12-14 2025-08-06 2982 2320 662 662 Strat Advsrs Intl 2018-12-14 2025-09-25 2940 2225 715 715 Strat Advsrs Intl 2018-12-14 2025-12-18 2096 1515 581 581 Strat Advsrs Intl 2018-12-28 2025-12-18 4590 3317 1273 1273 Strat Advsrs Short Dur 2022-11-03 2025-02-06 3777 3732 45 45 Strat Advsrs Short Dur 2023-04-06 2025-02-06 993 982 11 11 Strat Advsrs Short Dur 2023-04-06 2025-03-05 7097 7006 91 91 Strat Advsrs Short Dur 2023-04-06 2025-06-26 947 938 9 9 Strat Advsrs Short Dur 2023-08-08 2025-06-26 2105 2083 22 22 Strat Advsrs Short Dur 2024-02-20 2025-06-26 2105 2084 21 21 Strat Advsrs Short Dur 2024-04-03 2025-06-26 3017 2987 30 30 Strat Advsrs Short Dur 2024-04-03 2025-07-18 1113 1101 12 12 Strat Advsrs Short Dur 2024-04-03 2025-09-25 2614 2587 27 27 Strat Advsrs US Total Stock 2018-12-07 2025-04-16 11955 9385 2570 2570 Strat Advsrs US Total Stock 2018-12-14 2025-04-16 2828 2220 608 608 Strat Advsrs US Total Stock 2018-12-14 2025-05-08 5079 3702 1377 1377 Strat Advsrs US Total Stock 2018-12-27 2025-05-08 27545 20074 7471 7471 Strat Advsrs US Total Stock 2018-12-27 2025-05-08 6344 4624 1720 1720 Strat Advsrs US Total Stock 2018-12-28 2025-05-08 2972 2166 806 806 Strat Advsrs US Total Stock 2018-12-28 2025-06-04 7896 5468 2428 2428 Strat Advsrs US Total Stock 2018-12-28 2025-06-04 12101 8380 3721 3721 Strat Advsrs US Total Stock 2018-12-28 2025-06-04 3143 2177 966 966 Strat Advsrs US Total Stock 2018-12-28 2025-06-26 3847 2590 1257 1257 Strat Advsrs US Total Stock 2018-12-28 2025-07-18 21524 15008 6516 6516 Strat Advsrs US Total Stock 2018-12-28 2025-07-18 1863 1298 565 565 Capital Gains Dividends P 119722 119722 119722 163356 3283 0 3283 0 3283 2360 0 2700 0 5060 21 1756 1756 0 0 0 0 0 0 0 0 0 0 0 1 1 IA 1 0 0 0 0 1 N/A Dean A Peterson 6233411927 5605 W Andrea Dr Phoenix AZ 85083 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 David Peterson 9802 La Cresta Cir Huntington Beach CA 92646 Director 2.00 2000 0 0 Pamela Kelly 1712 Concert St Keokuk IA 52632 Director 2.00 2000 0 0 Lori Duppstadt 2820 Pescadero Dr Prairie TX 75054 Director 2.00 2000 0 0 Roger Peterson 107 Lena Ann Dr St Cloud FL 34771 Director 2.00 2000 0 0 Jeff Carithers 2875 Alonzaville Rd Maurertown VA 22644 Director 2.00 2000 0 0 Dean Peterson 5605 W Andrea Dr Phoenix AZ 85083 Director, Pres, Sec 2.00 2000 0 0 NONE 0 NONE 0 0 3069456 395278 0 3464734 0 0 3464734 51971 3412763 170638 170638 3283 3283 167355 0 167355 0 167355 99747 0 99747 167355 85250 0 0 99747 85250 0 0 14497 0 0 0 0 0 0 0 0 152858 0 0 0 X Empower Tanzania Inc PO Box 1121 Ames IA 50014 Unrelated PC Health Care 49280 She Is Safe 515 E Crossville Rd Ste 320 Roswell GA 30075 Unrelated PC Education/Charitable 28000 Caring Hearts Ministry Inc PO Box 1620 Cranberry Township PA 16066 Unrelated PC Charitable/Education 3000 80280 0 14 13626 14 74752 18 163356 0 251734 0 251734 0 0 0 0 0 0 0 0 0 0 Mutual Funds 2423573 3226231 Professional Fees 835 0 835 Investment Advisory Fees 12620 12620 0 IRS Penalty 35 0 0 Administrative Expenses 40 0 40 Insurance 967 0 967 Foreign Tax on Dividend Income 1756 1756 0 Federal Investment Income Tax 4316 0 0