2026-06-13T12:27:05-05:00 2025-12-31 920513853 LEHIGH ACCOUNTING AND TAX SOLUTIONS LLC 332 S 5TH ST MONTROSE CO 81401 990PF 2025-01-01 846328479 MARIA ELIZONDO SCHOLARSHIP TRUST MARI 9702402812 144 S UNCOMPAHGRE AVENUE MONTROSE CO 81401 DANIEL J LOWENBERG TRUSTEE 9702402812 2026-06-10 1 TERESA LEHIGH P01216961 9706508085 2025 2025-03-06 01:10:19Z X 1781931 X X 65 65 54733 54733 54435 126986 54435 1459 1459 110692 110692 2990 0 2990 1625 0 0 2463 0 0 7078 0 2990 45000 45000 52078 0 47990 58614 110692 50393 7920 7920 43446 102327 102327 36767 39289 55990 1009145 1048829 1615694 1139751 1198365 1781931 0 0 X 1139751 1198365 0 0 0 0 1139751 1198365 1139751 1198365 1139751 58614 0 1198365 0 1198365 HARDING LOEVNER GLOBAL EQUITY ADVISOR P 2011-02-11 2025-12-01 23932 16074 7858 7858 PAYDEN GNMA INVS 2028.439 SHS P 2001-01-01 2025-12-01 15761 20736 -4975 -4975 VNGRD RL EST IDX ADML P 2001-01-01 2025-12-22 10000 5741 4259 4259 VNGRD EQ INC ADML P 2001-01-01 2025-12-22 10000 10000 0 0 VNGRD WINDSOR 2 ADML P 2001-01-01 2025-12-22 10000 10000 0 0 VNGRD INT TM INV GD ADML P 2001-01-01 2025-12-22 10000 10000 0 0 CAPITAL GAINS DIVIDENDS P 47293 47293 47293 54435 1539 0 1539 0 1539 1680 0 0 0 1680 0 141 141 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 0 1 N/A DANIEL J LOWENBERG 9702402812 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 TRUSTEE 2.00 2990 0 0 DONALD R MORELAND 1675 E NIAGARA RD MONTROSE CO 81401 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 PROVIDED SCHOLARSHIPS TO QUALIFIED RECIPIENTS FOR COLLEGE FOR $15,000 PER ACADEMIC YEAR. RENEWABLE FOR UP TO 4 YEARS. 45000 0 44250 40525 1696337 1781112 0 0 1781112 26717 1754395 87720 87720 1539 1539 86181 0 86181 0 86181 47990 0 47990 86181 0 0 9070 26024 82106 54401 171601 47990 0 0 0 47990 0 38191 38191 133410 0 0 0 0 0 0 0 133410 79009 54401 DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE MONTROSE CO 81401 9702402812 ALL APPLICATIONS SHOULD BE SUBMITTED ON AN APPLICATION FORM AVAILABLE AT MESA AND MONTROSE COUNTY HIGH SCHOOLS AND FROM THE BOARD OF TRUSTEES ALONG WITH A TRANSCRIPT AND S.A.T. OR A.C.T. SCORE IF AVAILABLE. MARCH 21 OF EACH YEAR MESA OR MONTROSE COUNTY HIGH SCHOOL GRADUATE IN THE TOP 10% OF THEIR CLASS BAILEE RITTERBUSH 833 SHIRAZ DR PALISADE CO 81526 NONE I TUITION, FEES, BOOKS, ROOM AND BOARD 7500 JAMES FLETCHER CHEEZUM 2249 DEVON CT MONTROSE CO 81401 NONE I TUITION, FEES, BOOKS, ROOM AND BOARD 7500 KAYLEE MAUTZ 59097 BANNER RD OLATHE CO 81425 NONE I TUITION, FEES, BOOKS, ROOM AND BOARD 7500 JAMES WALKER 3858 PUERTA VISTA CT PALISADE CO 81425 NONE I TUITION, FEES, BOOKS, ROOM AND BOARD 7500 MADELINE MOHLER 3718 PIAZZA WAY GRAND JUNCTION CO 81506 NONE I TUITION, FEES, BOOKS, ROOM AND BOARD 7500 SADIE CORN 4886 5586 RD OLATHE CO 81425 NONE I TUITION, FEES, BOOKS, ROOM AND BOARD 7500 45000 0 14 65 14 54733 18 1459 14 47293 7142 0 103550 7142 110692 4 DIVIDENDS AND INTEREST IN THE REGULAR COURSE OF BUSINESS TO SUSTAIN 8 STRATEGIC SALE OF ASSETS TO INVEST IN HIGHER PAYING DIVIDENDS 0 0 0 0 0 0 0 0 0 0 1625 0 0 AT&T INC 16712 19044 VERIZON COMMUNICATIONS INC 19074 24438 WARNER BROS DISCOVERY INC SER A 3503 12508 VANGUARD EQUITY INCOME ADMIRAL CL AT COST 63241 104562 VANGUARD INTERMEDIATE TERM INVEST GRADE ADMIRAL CL AT COST 90099 78547 VANGUARD REAL ESTATE INDEX ADMIRAL XL AT COST 63887 71074 VANGUARD HIGH YIELD CORP INVESTOR AT COST 57759 44877 VANGUARD WELLINGTON ADMIRAL CL AT COST 60664 72156 VANGUARD WELLESLEY INCOME ADMIRAL CL AT COST 57335 63820 VANGUARD WINDSOR II ADMIRAL CL AT COST 45142 87015 BLACKROCK ENHANCED GLOBAL DIVIDEND TRUST AT COST 14197 11710 COHEN & STEERS INFRASTRUCTURE FUND INC AT COST 15711 14852 EATON VANCE TAX MANAGED BUY WRITE OPPORTUNITIES FUND AT COST 18441 18582 FIDELITY FLOATING RATE HIGH INCOME AT COST 22097 20043 FIDELITY NEW MARKETS INCOME AT COST 52129 41985 VANGUARD COMMUNICATION SERVICES AT COST 13353 29045 VANGUARD FINANCIALS ETF AT COST 13251 33373 PCM FUND CF AT COST 23859 12894 PIMCO CORP INCOME CF AT COST 21577 16588 VIRTUS EQUITY & CONV INC AT COST 29909 39456 WARNER BROS DISCOVER AT COST 7972 2547 ISHARES SELECT DIVIDEND AT COST 39127 104444 REAL ESTATE SELECT SCTR AT COST 2457 2928 SCHWAB US DIVIDEND AT COST 30579 78998 SELECT STR FINANCIAL AT COST 11788 28480 SPDR S&P DIVIDEND ETF AT COST 38639 103425 VANGUARD UTILITIES ETF AT COST 13767 22879 FIDELITY CONTRAFUND AT COST 37669 96563 JANUS HENDERSON BALANCED AT COST 40639 65958 OAKMARK GLOBAL INVESTOR AT COST 32051 43725 SCHWAB HEALTHCARE AT COST 25331 27678 SCHWAB TOTAL STOCK MARKET AT COST 36166 138333 THORNBURG INT'L AT COST 25970 30071 UNDISCOVERED MANAGERS BEHAVIORAL AT COST 31954 97017 EDWARDS JONES UMA FUND AT COST 12069 12069 NON DIVIDEND DISTRIBUTIONS 475 475 475 NON DIVIDEND DISTRIBUTIONS 984 984 984 INCOME TAXES 2358 0 0 FOREIGN INCOME TAXES 105 0 0