2026-07-10T11:02:42-05:00 2025-08-31 990PF 2024-09-01 766129622 THE EVALEE C SCHWARZ CHARITABLE TRUST FOR EVAL PO BOX 1620 TULSA OK 741011620 BOKF NA TRUSTEE VICE PRESIDENT 2026-07-09 true 2024 2025-03-06 01:10:19Z X 27661929 X 436295 432160 195876 1416000 195876 0 -663 -4617 631508 623419 143669 86201 57468 0 0 0 0 0 905 0 0 905 1750 0 0 1750 0 0 7861 7861 0 0 0 0 0 0 0 189876 189876 344061 283938 0 60123 0 0 344061 283938 0 60123 287447 339481 0 160634 74155 74155 655391 1185452 1185452 0 0 0 7089584 7208377 11409409 4516007 4413799 4339946 1490150 1468602 1743291 8764264 8909676 8909676 22676030 23260061 27661929 0 X 22676030 23260061 22676030 23260061 22676030 23260061 22676030 287447 296584 23260061 0 23260061 78. EMERSON ELECTRIC CO 2019-07-12 2024-09-04 7842 5125 2717 2717 12. EMERSON ELECTRIC CO 2019-07-12 2024-09-04 1207 789 418 418 7. EMERSON ELECTRIC CO 2019-07-12 2024-09-04 704 460 244 244 1. GENERAL DYNAMICS CORPORATION 2024-01-11 2024-09-04 294 249 45 45 6. GENERAL DYNAMICS CORPORATION 2024-01-11 2024-09-04 1764 1491 273 273 29. GENERAL DYNAMICS CORPORATION 2024-01-11 2024-09-04 8528 7208 1320 1320 61. MERCK & CO INC/NJ 2024-04-10 2024-09-04 7008 7716 -708 -708 10. MERCK & CO INC/NJ 2021-08-12 2024-09-04 1149 756 393 393 21. MERCK & CO INC/NJ 2021-08-12 2024-09-04 2413 1587 826 826 149. NETAPP INC 2024-01-12 2024-09-04 17678 12997 4681 4681 44. NETAPP INC 2024-01-12 2024-09-04 5228 3840 1388 1388 13000. JOHN DEERE CAPITAL CORP @ 3.350% DUE 04/18/2029 2022-09-14 2024-09-05 12637 12294 343 343 42. PALO ALTO NETWORKS 2023-02-23 2024-09-09 14246 5039 9207 9207 211. FORTIVE CORP 2024-01-11 2024-09-18 16026 15077 949 949 74. FORTIVE CORP 2024-01-03 2024-09-18 5603 5298 305 305 139. SNOWFLAKE INC 2024-07-23 2024-09-18 15444 22834 -7390 -7390 49. SNOWFLAKE INC 2024-01-11 2024-09-18 5440 9720 -4280 -4280 45000. US TREAS NOTE @ 4.250% 09/30/2024 2022-10-14 2024-09-30 45000 44866 134 134 39. BLACKROCK INC 2024-04-19 2024-10-07 22755 29759 -7004 -7004 58. BLACKROCK INC 2020-08-13 2024-10-07 33841 26837 7004 7004 7. INTUITIVE SURGICAL INC 2023-04-26 2024-10-10 3408 2068 1340 1340 26. INTUITIVE SURGICAL INC 2023-04-26 2024-10-10 12661 6865 5796 5796 12. LULULEMON ATHLETICA INC 2024-04-10 2024-10-10 3282 4330 -1048 -1048 58. LULULEMON ATHLETICA INC 2020-03-17 2024-10-10 15863 9454 6409 6409 39. AXON ENTERPRISE INC 2023-10-12 2024-10-18 17006 8506 8500 8500 175. ON HOLDING AG-A 2024-02-28 2024-10-18 8544 6014 2530 2530 50000. US TREAS NOTE @ 4.375% 10/31/2024 2022-10-31 2024-10-31 50000 49895 105 105 176. MONSTER BEVERAGE CORP 2020-03-12 2024-11-07 9687 5712 3975 3975 9. MONSTER BEVERAGE CORP 2024-01-11 2024-11-07 495 525 -30 -30 53. MONSTER BEVERAGE CORP 2019-07-12 2024-11-07 2912 1725 1187 1187 656. OPTION CARE HEALTH INC 2024-09-18 2024-11-07 14945 22026 -7081 -7081 230. OPTION CARE HEALTH INC 2024-01-03 2024-11-07 5247 7846 -2599 -2599 13000. CVS HEALTH CORP @ 3.625% DUE 04/01/2027 2022-09-14 2024-11-26 12636 12529 107 107 59. ARISTA NETWORKS INC 2022-03-17 2025-01-13 6503 1859 4644 4644 16. ARISTA NETWORKS INC 2022-03-17 2025-01-13 1763 504 1259 1259 3. AXON ENTERPRISE INC 2024-01-03 2025-01-13 1675 755 920 920 11. AXON ENTERPRISE INC 2024-01-03 2025-01-13 6147 2767 3380 3380 25. INSULET CORP 2024-01-03 2025-01-13 6698 5131 1567 1567 7. INSULET CORP 2024-01-03 2025-01-13 1889 1437 452 452 53. INTUITIVE SURGICAL INC 2024-01-03 2025-01-13 28644 14389 14255 14255 15. INTUITIVE SURGICAL INC 2023-04-05 2025-01-13 8108 3874 4234 4234 263. MONSTER BEVERAGE CORP 2020-03-26 2025-01-13 13093 7559 5534 5534 74. MONSTER BEVERAGE CORP 2020-03-26 2025-01-13 3692 2077 1615 1615 131. PALO ALTO NETWORKS 2019-10-01 2025-01-13 21957 4580 17377 17377 37. PALO ALTO NETWORKS 2019-10-01 2025-01-13 6262 1278 4984 4984 177. XYLEM INC 2024-04-10 2025-01-13 20194 22356 -2162 -2162 50. XYLEM INC 2024-02-28 2025-01-13 5688 6298 -610 -610 132. ON HOLDING AG-A 2024-01-11 2025-01-13 7248 3775 3473 3473 16. ON HOLDING AG-A 2024-01-11 2025-01-13 878 458 420 420 283. DOW INC 2023-10-18 2025-02-06 10908 13016 -2108 -2108 71. DOW INC 2024-01-03 2025-02-06 2737 3600 -863 -863 530. DOW INC 2020-08-13 2025-02-06 20436 22098 -1662 -1662 65. JP MORGAN CHASE & CO 2024-01-12 2025-02-06 17673 11300 6373 6373 92. JP MORGAN CHASE & CO 2024-01-12 2025-02-06 25009 15994 9015 9015 228. PINTEREST INC 2024-02-28 2025-02-06 7698 8271 -573 -573 190. PINTEREST INC 2024-01-11 2025-02-06 6415 7162 -747 -747 118. PINTEREST INC 2024-04-10 2025-02-06 3983 3952 31 31 284. PINTEREST INC 2024-01-11 2025-02-06 9586 10701 -1115 -1115 212. EXACT SCIENCES CORP 2024-07-23 2025-02-20 9982 12850 -2868 -2868 68. EXACT SCIENCES CORP 2024-07-23 2025-02-20 3269 3376 -107 -107 278. EXACT SCIENCES CORP 2024-01-11 2025-02-20 13363 15059 -1696 -1696 36. TRADE DESK INC 2024-11-07 2025-02-26 2606 4700 -2094 -2094 206. TRADE DESK INC 2025-02-06 2025-02-26 14983 24127 -9144 -9144 55. IQVIA HOLDINGS INC 2024-08-01 2025-03-20 10220 13470 -3250 -3250 87. IQVIA HOLDINGS INC 2024-01-11 2025-03-20 16166 13807 2359 2359 56. DIAMONDBACK ENERGY INC 2024-01-03 2025-03-26 9211 8782 429 429 213. DIAMONDBACK ENERGY INC 2024-01-11 2025-03-26 34730 33397 1333 1333 12. MERCK & CO INC/NJ 2021-03-15 2025-03-26 1066 886 180 180 434. MERCK & CO INC/NJ 2024-01-03 2025-03-26 38336 33756 4580 4580 93. PRICE T ROWE GROUP INC COM 2024-04-19 2025-03-26 8816 10168 -1352 -1352 81. PRICE T ROWE GROUP INC COM 2024-04-19 2025-03-26 7629 8837 -1208 -1208 521. PRICE T ROWE GROUP INC COM 2024-02-28 2025-03-26 49069 57757 -8688 -8688 2000. FOX CORP @ 3.050% DUE 04/07/2025 2024-08-12 2025-04-07 2000 1971 29 29 13000. FOX CORP @ 3.050% DUE 04/07/2025 2022-09-14 2025-04-07 13000 12524 476 476 64. COHERENT CORP 2025-02-20 2025-04-09 4041 6377 -2336 -2336 51. VERTIV HOLDINGS CO 2025-02-20 2025-04-09 3745 5459 -1714 -1714 15. NXP SEMICONDUCTOR NV 2024-05-16 2025-04-09 2713 4081 -1368 -1368 91. NXP SEMICONDUCTOR NV 2024-01-11 2025-04-09 16462 8749 7713 7713 186. CF INDUSTRIES HOLDINGS INC 2023-08-09 2025-04-10 12968 15414 -2446 -2446 361. CF INDUSTRIES HOLDINGS INC 2024-01-03 2025-04-10 25379 29858 -4479 -4479 224. PEPSI CO INC 2024-01-03 2025-04-10 32760 30683 2077 2077 115. PEPSI CO INC 2019-07-12 2025-04-10 16782 15326 1456 1456 160. COHERENT CORP 2025-02-20 2025-04-23 9568 12089 -2521 -2521 125. COHERENT CORP 2024-07-23 2025-04-23 7468 9299 -1831 -1831 39. DATADOG INC 2024-09-18 2025-04-23 3712 4412 -700 -700 96. DATADOG INC 2024-09-18 2025-04-23 9139 11765 -2626 -2626 83. DATADOG INC 2024-07-23 2025-04-23 7907 10337 -2430 -2430 23. KEYSIGHT TECHNOLOGIES INC WI 2024-09-09 2025-04-23 3160 3353 -193 -193 30. KEYSIGHT TECHNOLOGIES INC WI 2025-01-13 2025-04-23 4122 4789 -667 -667 21. PROCEPT BIOROBOTICS CORP 2025-01-13 2025-04-25 1099 1733 -634 -634 73. PROCEPT BIOROBOTICS CORP 2025-01-13 2025-04-25 3602 6615 -3013 -3013 221. PROCEPT BIOROBOTICS CORP 2024-10-10 2025-04-25 11042 16126 -5084 -5084 835. COTERRA ENERGY INC 2022-10-05 2025-05-07 19042 24034 -4992 -4992 77. COTERRA ENERGY INC 2022-10-05 2025-05-07 1744 2195 -451 -451 835. COTERRA ENERGY INC 2023-10-18 2025-05-07 18927 24276 -5349 -5349 201. COTERRA ENERGY INC 2024-01-03 2025-05-07 4537 5685 -1148 -1148 468. DRAFTKINGS INC 2025-01-13 2025-05-07 16033 19722 -3689 -3689 136. GLAUKOS CORP 2025-01-13 2025-05-07 12074 20608 -8534 -8534 9. BLACKROCK INC 2024-01-11 2025-05-28 8775 7101 1674 1674 14. BLACKROCK INC 2024-04-19 2025-05-28 13661 10654 3007 3007 100. MORGAN STANLEY DEAN WITTER 2024-01-03 2025-05-28 12776 9191 3585 3585 149. MORGAN STANLEY DEAN WITTER 2024-01-03 2025-05-28 19050 13695 5355 5355 539. MEDTRONIC PLC 2024-01-03 2025-05-28 44002 44719 -717 -717 186. MEDTRONIC PLC 2024-01-03 2025-05-28 15206 15432 -226 -226 57. BROADCOM INC 2019-07-12 2025-06-04 14820 1614 13206 13206 25. BROADCOM INC 2019-07-12 2025-06-04 6492 708 5784 5784 22. AXON ENTERPRISE INC 2024-05-16 2025-06-05 17335 6243 11092 11092 37. CROWDSTRIKE HOLDINGS INC 2024-05-01 2025-06-05 17083 10963 6120 6120 12000. NEXTERA ENERGY CAPITAL @ 4.450% DUE 06/20/2025 2022-09-14 2025-06-20 12000 11994 6 6 15000. 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