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198570 PUBLICLY TRADED SECURITIES D 2000 1760 48 48 CAPITAL GAINS DIVIDENDS P 2556 2556 2556 348322 6757 0 6757 0 6757 2482 0 6000 0 8482 X 0 1725 1725 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A CHARLES E GARRIS 7722311995 819 BEACHLAND BLVD VERO BEACH FL 32963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES E GARRIS 819 BEACHLAND BLVD VERO BEACH FL 32963 TRUSTEE 1.00 78189 0 0 NONE 0 NONE 0 0 5065664 133469 0 5199133 0 0 5199133 77987 5121146 256057 256057 6757 6757 249300 0 249300 0 249300 314574 0 314574 249300 238153 0 0 314574 238153 0 0 76421 0 0 0 0 0 0 0 0 172879 0 0 0 X 1000 FRIENDS OF FLORIDA INC PO BOX 5948 TALLAHASSEE FL 32314 NONE PC GENERAL SUPPORT 500 ALLEY CAT ALLIES 7920 NORFOLK AVE 600 BETHESDA MD 20814 NONE PC GENERAL SUPPORT 40 ALS 3242 PARKSIDE CENTER CIR TAMPA FL 33619 NONE PC GENERAL SUPPORT 1000 ALZHEIMER & PARKINSON OF INDIAN RIVER COUNTY INC 2300 5TH AVE SUITE 150 VERO BEACH FL 32960 NONE PC GENERAL SUPPORT 5000 AMERICAN AIR MUSEUM IN BRITAIN 1455 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GENERAL SUPPORT 10000 INDIAN RIVER COMMUNITY FOUNDATION 5070 HWY A1A VERO BEACH FL 32963 NONE PC GENERAL SUPPORT 1000 INDIAN RIVER COUNTY 4-H CLUB 1028 20TH PLACE SUITE D VERO BEACH FL 32960 NONE PC GENERAL SUPPORT 750 INDIAN RIVER COUNTY HEALTHY START COALITION 333 17TH STREET SUITE 2R VERO BEACH FL 32960 NONE PC GENERAL SUPPORT 500 INDIAN RIVER COUNTY VOLUNTEER AMBULANCE SQUAD 3401 INDIAN RIVER DRIVE EAST VERO BEACH FL 32963 NONE PC GENERAL SUPPORT 250 INDIAN RIVER GOLF FOUNDATION 4595 22ND LANE VERO BEACH FL 32966 NONE PC GENERAL SUPPORT 17000 INDIAN RIVER HISTORICAL SOCIETY 2336 14TH AVE VERO BEACH FL 32962 NONE PC GENERAL SUPPORT 500 INDIAN RIVER LAND TRUST 80 ROYAL PALM PT STE 301 VERO BEACH FL 32960 NONE PC GENERAL SUPPORT 1750 INDIAN RIVER STATE COLLEGE 3209 VIRGINIA AVENUE FORT PIERCE FL 34981 NONE PC GENERAL SUPPORT 5000 INSTITUTE FOR HUMANE STUDIES 3434 WASHINGTON BLVD ARLINGTON VA 22201 NONE PC GENERAL SUPPORT 500 JUDICIAL WATCH 425 3RD ST WASHINGTON DC 20024 NONE PC GENERAL SUPPORT 485 LAKE WALES CARE CENTER 140 EAST PARK AVE LAKE WALES FL 33853 NONE PC GENERAL SUPPORT 500 LEADERSHIP INSTITUTE 1101 N HIGHLAND STREEE ARLINGTON VA 22201 NONE PC GENERAL SUPPORT 1000 MACULAR DEGENERATION RESEARCH 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 NONE PC GENERAL SUPPORT 100 MAKE A WISH SOUTHERN FLORIDA 4491 S STATE ROAD 7 SUITE 201 FORT LAUDERDALE FL 33314 NONE PC GENERAL SUPPORT 300 MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION 504 RXR PLAZA UNIONDALE NY 11556 NONE PC GENERAL SUPPORT 250 MARINES' MEMORIAL ASSOCIATION & FOUNDATION 609 SUTTER STREET SAN FRANCISCO CA 94102 NONE PC GENERAL SUPPORT 500 MENTAL HEALTH ASSOCIATION OF INDIAN RIVER COUNTY 820 37TH PLACE VERO BEACH FL 32960 NONE PC GENERAL SUPPORT 500 NATIONAL ASSOCIATION OF SCHOLARS 420 MADISON AVE 7TH FLOOR NEW YORK NY 10017 NONE PC GENERAL SUPPORT 700 NATIONAL CENTER FOR PUBLIC POLICY 2005 MASSACHUSETTS AVE WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 500 NATIONAL LEGAL & POLICY CENTER 107 PARK 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GENERAL SUPPORT 850 TREASURE COAST JAZZ SOCIETY 4731 NORTH A1A SUITE 233 VERO BEACH FL 32963 NONE PC GENERAL SUPPORT 10000 TROUT UNLIMITED 241 WEBB HILL ROAD UNION WA 98592 NONE PC GENERAL SUPPORT 150 TRUMAN LIBRARY INSTITUTE 500 W US HWY 24 INDEPENCENCE MO 64050 NONE PC GENERAL SUPPORT 250 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PC GENERAL SUPPORT 1000 TURNING POINT USA 4940 EAST BEVERLY RD PHOENIX AZ 85044 NONE PC GENERAL SUPPORT 1000 UNITED AGAINST POVERTY 505 BEACHLAND BLVD VERO BEACH FL 32963 NONE PC GENERAL SUPPORT 500 UNITED STATES ORGANIZATIONS (USO) PO BOX 96860 WASHINGTON DC 200777677 NONE PC GENERAL SUPPORT 1000 UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY 1836 14TH AVENUE VERO BEACH FL 32960 NONE PC GENERAL SUPPORT 1750 UNIVERSITY OF CENTRAL FLORIDA - WUCF 4000 CENTRAL FLORIDA BLVD ORLANDO FL 32816 NONE PC GENERAL SUPPORT 6000 UNIVERSITY OF FLORIDA COLLEGE OF THE ARTS - SCHOOL OF MUSIC 101 FINE ARTS BLDG A GAINESVILLE FL 32611 NONE PC GENERAL 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FAMILY HEALTH CENTER 981 37TH PLACE VERO BEACH FL 32960 NONE PC GENERAL SUPPORT 500 WORLD WAR II VETERANS COMMITTEE 1100 N GLEBE ROAD SUITE 910 ARLINGTON VA 22201 NONE PC GENERAL SUPPORT 1500 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC GENERAL SUPPORT 1000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD SUITE 300 JACKSONVILLE FL 32256 NONE PC GENERAL SUPPORT 1000 YOUTH GUIDANCE MENTORING 1028 20TH PLACE SUITE D VERO BEACH FL 32960 NONE PC GENERAL SUPPORT 1100 ZORA NEALE HURSTON FL EDUCATION FOUNDATION 1734 SCHOOL CT FORT PIERCE FL 34950 NONE PC GENERAL SUPPORT 750 232385 0 14 185768 18 348322 0 534090 0 534090 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 4000 0 4000 FIDELITY INVESTMENTS 31487 35113 FIDELITY INVESTMENTS 2726768 3852503 FIDELITY INVESTMENTS - T BILLS AT COST 1110313 1116265 PENDING TRADE PROCEEDS 207745 207745 NONDIVIDEND BASIS REDUCTION 12449 0 0 INVESTMENT EXPENSES 538 538 0 1099 TIMING DIFFS / COST ADJ 285 INVESTMENT ADVISORY FEES 42178 42178 0 FEDERAL EXCISE TAX & ESTIMATED PAYMENTS 2600 0 0