2026-05-27T11:02:43-05:00 2025-12-31 394403219 BGM ADVISORY LLC 7900 INTERNATIONAL DR STE 800 BLOOMINGTON MN 554251581 990PF 2025-01-01 854132742 STEVE & JACKIE BRUGGEMAN CHARITABLE FOUNDATION STEV 6125901901 5609 SAINT ALBANS CIR SHOREVIEW MN 55126 STEVE BRUGGEMAN PRESIDENT 6125901901 2026-05-27 1 MARK COSSETTE P00096275 9528442500 2026-05-27 2025 2025-03-06 01:10:19Z X 13073785 X 5803700 114862 115876 5984995 8032820 5984995 20000 20000 11923557 6120871 0 0 0 3200 0 3200 5292 0 25 78 0 78 8570 0 3303 213500 213500 222070 0 216803 11701487 6120871 478395 52807 52807 3869390 10357039 13020978 4347785 10409846 13073785 0 0 X 0 0 0 0 4347785 10409846 4347785 10409846 4347785 10409846 4347785 11701487 0 16049272 5639426 10409846 APPLE P 2025-09-22 637981 160838 477143 477143 PERFORMANCE HEALTH P 2025-08-07 190746 99496 91250 91250 RIGETTI COMPUTING P 2025-01-24 77100 3126 73974 73974 RIGETTI COMPUTING P 2025-09-25 1678767 51475 1627292 1627292 RIGETTI COMPUTING P 2025-09-26 321399 10295 311104 311104 RIGETTI COMPUTING P 2025-09-30 582003 19508 562495 562495 RIGETTI COMPUTING P 2025-10-02 304998 8132 296866 296866 RIGETTI COMPUTING P 2025-01-03 139039 3253 135786 135786 RIGETTI COMPUTING P 2025-10-06 78627 1626 77001 77001 RIGETTI COMPUTING P 2025-10-10 45330 813 44517 44517 RIGETTI COMPUTING P 2025-10-14 50460 813 49647 49647 RIGETTI COMPUTING P 2025-10-16 230000 4119 225881 225881 SEZZLE P 2025-06-16 726000 16617 709383 709383 SEZZLE P 2025-07-01 534300 8857 525443 525443 SEZZLE P 2025-07-09 555000 8857 546143 546143 MARKET PLUS AC P 2023-12-15 2025-01-03 110000 100000 10000 10000 PHOENIX F UN P 2024-05-22 2025-11-28 200000 200000 0 0 BNP AC P 2024-06-25 2025-07-14 110000 100000 10000 10000 BNP AC MARKET PLUS P 2024-10-23 2025-11-12 165000 150000 15000 15000 BNS AC MARKET P 2024-11-19 2025-12-05 220000 200000 20000 20000 GS 2Y DD BREN P 2023-10-05 2025-10-09 304750 250000 54750 54750 GS 2Y DD BREN P 2023-11-10 2025-11-14 120100 100000 20100 20100 GS AC MARKET P 2024-08-09 2025-08-27 110020 100000 10020 10020 DD CBEN SPX P 2023-05-10 2025-05-15 298000 250000 48000 48000 TD 2Y SPX P 2023-06-30 2025-07-03 243200 200000 43200 43200 5984995 85080 0 85080 0 85080 0 0 106000 0 106000 555 20365 20365 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 1 0 0 1 N/A STEVEN BRUGGEMAN 6125901901 5609 SAINT ALBANS CIRCLE SHOREVIEW MN 55126 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN BRUGGEMAN 5609 SAINT ALBANS CIRCLE SHOREVIEW MN 55126 PRESIDENT 1.00 0 0 0 JACKIE BRUGGEMAN 5609 SAINT ALBANS CIRCLE SHOREVIEW MN 55126 TREASURER 1.00 0 0 0 SCOTT BRUGGEMAN 15515 51ST AVE N PLYMOUTH MN 55446 DIRECTOR 1.00 0 0 0 KATIE BRUGGEMAN 5609 SAINT ALBANS CIRCLE SHOREVIEW MN 55126 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 6443576 2048189 0 8491765 0 0 8491765 127376 8364389 418219 418219 85080 85080 333139 0 333139 0 333139 216803 0 216803 333139 211258 0 0 216803 211258 0 0 5545 0 0 0 0 0 0 0 0 327594 0 0 0 STEVEN BRUGGEMAN JACKIE BRUGGEMAN X ALZHEIMERS DISEASE RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 NONE PC CHARITABLE 20000 AMERICAN CANCER SOCIETY 655 15TH STREET NW STE 503 WASHINGTON DC 20005 NONE PC CHARITABLE 25000 BIGHORN BAM 255 PALOWET DR PALM DESERT CA 92260 NONE PC CHARITABLE 12000 BIGHORN GOLF CLUB CHARITIES 255 PALOWET DR PALM DESERT CA 92260 NONE PC CHARITABLE 18000 BLUE ANGLES FOUNDATION PO BOX 1945 PENSACOLA FL 32591 NONE PC CHARITABLE 5000 EMERGENCY FOOD PANTRY 1101 4TH AVE NORTH FARGO ND 58102 NONE PC CHARITABLE 20000 FEEDING AMERICA 161 NORTH CLARK STREET CHICAGO IL 60601 NONE PC CHARITABLE 5000 INCARNATION CHURCH 4880 HODGSON RD ST PAUL MN 55126 NONE PC CHARITABLE 7000 MAKE A WISH MINNESOTA 1919 UNIVERSITY AVE WEST STE 415 ST PAUL MN 55428 NONE PC CHARITABLE 5000 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 NONE PC CHARITABLE 20000 PALESTINE CHILDRENS RELIEF PO 861716 LOS ANGELES CA 93105 NONE PC CHARITABLE 10000 PLANNED PARENTHOOD P O BOX 64433 ST PAUL MN 55164 NONE PC CHARITABLE 5000 RONALD MCDONALD HOUSE 110 N CARPENTER ST CHICAGO IL 60607 NONE PC CHARITABLE 5000 SECOND HARVEST HEARTLAND PO BOX 64051 ST PAUL MN 55164 NONE PC CHAITABLE 5000 ST JUDE HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC CHARITABLE 25000 TEACH FOR AMERICA P O BOX 411361 BOSTON MA 02241 NONE PC CHARITABLE 5000 TURTLE MOUNTAIN ANIMAL RESCUE PO BOX 896 ROLLA ND 58367 NONE PC CHARITABLE 5000 VARIETY CHILDRENS CHARITY 42600 COOK STREET STE 150 PALM DESERT CA 92211 NONE PC CHARITABLE 500 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20090 NONE PC CHARITABLE 10000 WOUNDED WARRIOR PROJECT P O BOX 758516 TOPEKA KS 66675 NONE PC CHARITABLE 6000 213500 0 14 114862 14 20000 18 5984995 0 6119857 0 6119857 0 0 0 0 0 0 0 0 0 0 X X 1 STEVE BRUGGEMAN 5609 ST ALBANS CIR SHOREVIEW MN 55126 1926300 X 2 STEVE BRUGGEMAN 5609 ST ALBANS CIR SHOREVIEW MN 55126 2796000 X 3 STEVE BRUGGEMAN 5609 ST ALBANS CIR SHOREVIEW MN 55126 1081400 X 1 15,000 SHARES OF SEZZLE INC. 1926300 2025-06-06 2 100,000 SHARES OF RIGETTI COMPUTING INC. 2796000 2025-09-22 3 20,000 SHARES OF RIGETTI COMPUTING INC. 1081400 2025-10-14 PROFESSIONAL FEES 3200 0 3200 CHARLES SCHWAB A/C 5732-2367 7093829 9445668 JP MORGAN A/C 202-22425 3263210 3575310 APPRECIATED VALUE OF DONATED STOCK 5639426 POSTAGE 78 0 78 JP MORGAN 20000 20000 20000 STEVEN BRUGGEMAN 5609 SAINT ALBANS CIRCLE SHOREVIEW MN 55126 JACKIE BRUGGEMAN 5609 SAINT ALBANS CIRCLE SHOREVIEW MN 55126 FEDERAL TAXES 5292 0 25