2026-05-26T10:22:36-05:00 2025-11-30 471019942 CREATIVE PLANNING TAX LLC 8444 WESTPARK DRIVE SUITE 610 MCLEAN VA 22102 990PF 2024-12-01 050544553 NACHTSHEIM FAMILY FOUNDATION NACH 6504644534 420 WALSH ROAD ATHERTON CA 94027 JAMI NACHTSHEIM PRESIDENT 6504644534 2026-05-25 1 1 CELIE POWERS CPA P00712314 7037349300 2026-05-25 2024 2025-03-06 01:10:19Z X 1098815 X X 24 24 18433 18433 119670 288371 119670 138127 138127 0 0 0 1800 0 1800 784 0 784 175 0 175 2759 0 2759 31144 31144 33903 0 33903 104224 138127 21944 33177 33177 150872 56445 455193 203540 394653 610445 376356 484275 1098815 0 0 X 376356 484275 0 0 0 0 376356 484275 376356 484275 376356 104224 3695 484275 0 484275 VANGUARD TOTAL BOND MARKET ETF P 2025-11-26 38426 37788 638 638 DELUXE CORP P 2025-10-17 108330 98239 10091 10091 SPDR S&P 500 ETF P 2025-02-03 35235 8626 26609 26609 SPDR S&P 500 ETF P 2025-04-24 50127 12512 37615 37615 SPDR S&P 500 ETF P 2025-08-28 56253 11536 44717 44717 119670 1920 0 1920 0 1920 0 0 3000 0 3000 14 1066 1066 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A CO CREATIVE PLANNING TAX 9133382727 5454 W 110TH STREET OVERLAND PARK KS 66211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMI NACHTSHEIM 420 WALSH RD ATHERTON CA 94027 PRESIDENT 1.00 0 0 0 STEPHEN NACHTSHEIM 420 WALSH RD ATHERTON CA 94027 CFO 1.00 0 0 0 NONE 0 NONE 0 0 956513 45243 0 1001756 0 0 1001756 15026 986730 49337 49337 1920 1920 47417 0 47417 0 47417 33903 0 33903 47417 0 0 81258 29306 110564 33903 0 0 0 33903 0 13514 13514 97050 0 0 0 0 0 0 0 97050 67744 29306 JAMI NACHTSHEIM STEPHEN NACHTSHEIM X CANINE COMPANIONS PO BOX 446 SANTA ROSA CA 95402 PC GENERAL CHARITABLE PURPOSES 2000 COMPUTER HISTORY MUSEUM 1401 N SHORELINE BLVD MOUNTAIN VIEW CA 94043 PC GENERAL CHARITABLE PURPOSES 7144 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 PC GENERAL CHARITABLE PURPOSES 4000 PLANNED PARENTHOOD 2907 EL CAMINO REAL REDWOOD CITY CA 94061 PC GENERAL CHARITABLE PURPOSES 2500 ACCION OPPORTUNITY FUND 111 SHARKS WY 800 SAN JOSE CA 95113 PC GENERAL CHARITABLE PURPOSES 2000 AMERICAN CIVIL LIBERTIES UNION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 PC GENERAL CHARITABLE PURPOSES 1000 UNIVERSITY OF MINNESOTA 200 SE OAK ST 500 MINNEAPOLIS MN 55455 PC GENERAL CHARITABLE PURPOSES 1000 UNIVERSITY OF ST CATHERINE 2004 RANDOLPH AVENUE ST PAUL MN 55105 PC GENERAL CHARITABLE PURPOSES 10000 CRETIN-DERHAM HALL HS 550 ALBERT ST S ST PAUL MN 55116 PC GENERAL CHARITABLE PURPOSES 1000 WATCH DUTY 2261 MARKET STREET STE 85478 SAN FRANCISCO CA 94114 PC GENERAL CHARITABLE PURPOSES 500 31144 0 14 24 14 18433 18 119670 0 138127 0 138127 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 1800 0 1800 AMAZON.COM INC 22001 32651 MICROSOFT CORP 20148 349819 VISA INC 10603 16953 APPLE INC 3693 55770 INVESCO OPPENHEIMER DEV MKTS FMV 30000 34255 JANUS HENDERSON SHRT FMV 24007 23640 SELECT STR FINANCIAL FMV 11196 19924 SPDR S&P 500 ETF FMV 40013 211168 VANECK MORNINGSTAR WIDE FMV 15778 24949 VANGUARD FTSE DEVELOPED FMV 92896 114643 VANGUARD SHRT INF PROT FMV 12003 11776 REAL ESTATE SELECT SCTR FMV 54361 53921 ST STRET SPDR PRTFL S T FMV 21595 21634 ST STRET SPDR PRTFL S&P FMV 39878 41200 VANGUARD SHORT-TERM BOND FMV 38298 38304 VANGUARD TOTAL BOND FMV 14628 15031 STATE ANNUAL FEES 175 0 175 PRIOR PERIOD ADJUSTMENT TO CORRECT INVESTMENT VALUATION 3695 UNITED STATES TREASURY 784 0 784