2026-09-22T14:16:07-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990PF 2025-01-01 721528213 STEVEN R MICHELS CHARITABLE FOUNDATION STEV 9205179755 PO BOX 26 BROWNSVILLE WI 530060026 STEVEN MICHELS TRUSTEE 9205179755 2026-09-21 1 MICHELLE WOOD P01282069 9202315890 2026-09-21 2025 X 2266708 X 100000 859 859 39103 39103 35771 320897 35771 -2850 0 172883 75733 0 0 0 2339 1169 1170 4815 4815 0 20 20 0 7343 0 0 102 69 33 14619 6073 1203 660000 660000 674619 6073 661203 -501736 69660 77373 107596 107596 908530 77962 77962 391014 708586 2039625 84365 65402 41525 1461282 959546 2266708 0 0 X 0 0 0 0 1461282 959546 1461282 959546 1461282 959546 1461282 -501736 0 959546 0 959546 PUBLICLY TRADED SECURITIES P 320897 282553 38344 38344 CAPITAL GAINS - ICAHN PARTNERSHIPS P 2573 -2573 -2573 35771 968 0 968 0 968 3960 0 0 0 3960 15 2977 2977 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A KATHLEEN A LOPPNOW 9205179755 N8878 BLUEGILL DRIVE FOND DU LAC WI 54937 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN R MICHELS PO BOX 128 BROWNSVILLE WI 53006 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1601342 646531 0 2247873 0 0 2247873 33718 2214155 110708 110708 968 968 109740 0 109740 0 109740 661203 0 661203 109740 0 0 8695 113913 1116437 909546 2148591 661203 0 0 0 109740 551463 0 0 2700054 0 0 0 0 0 0 8695 2691359 113913 1116437 909546 551463 STEVEN R MICHELS X BE THE DIFFERENCE NIL INC 11563 N CREEKSIDE CT MEQUON WI 53092 N/A PC GENERAL SUPPORT 200000 MARQUETTE UNIVERSITY 1250 WEST WISCONSIN AVENUE MILWAUKEE WI 53201 N/A PC NURSING 400000 MARQUETTE UNIVERSITY 1250 WEST WISCONSIN AVENUE MILWAUKEE WI 53201 N/A PC NURSING RENOVATION (PLEDGE 1 OF 5) 50000 ONE STEP CLOSER FOUNDATION INC (OSCF) 8383 WILSHIRE BLVD 740 BEVERLY HILLS CA 90211 N/A PC GENERAL SUPPORT 5000 STACY FUSON FOUNDATION PO BOX 14942 SCOTTSDALE AZ 85267 N/A PC GENERAL SUPPORT 5000 660000 MARQUETTE UNIVERSITY 1250 WEST WISCONSIN AVENUE MILWAUKEE WI 53201 N/A PC NURSING RENOVATION PLEDGE 200000 200000 14 859 14 39103 18 35771 K-1 ICAHN 901101 -2850 -2850 75733 0 72883 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN R MICHELS 400 US HWY 1 UNIT 501 JUPITER FL 33477 100000 X PROFESSIONAL FEES 2339 1169 1170 ALCATEL-LUCENT 2898 0 BP PLC SPONS ADR 42168 34730 ELI LILLY & CO 99872 281566 EXXON MOBIL CORP 39052 72204 NEXTERA ENERGY 88272 96336 NIVIDIA CORP 100657 158525 ORACLE CORPORATION 94888 818622 RAYTHEON CO DELAWARE 23864 299676 TRENCHLESS ETF 216915 277966 ICAHN ENTERPRISES LP AT COST 65402 41525 BANK FEE 69 69 0 MISCELLANOUS 33 0 33 K-1 ICAHN -2850 0 -2850 INVESTMENT EXPENSE 4815 4815 0 FEDERAL EXCISE TAX 7343 0 0