2026-07-28T13:47:57-05:00 2026-03-31 621114363 HENDERSON HUTCHERSON & MCCULLOUGH PLLC 1755 KIRBY PARKWAY SUITE 200 MEMPHIS TN 38120 990PF 2025-04-01 621533710 MYRON LEWIS FOUNDATION MYRO 9012409503 1841 HIDDEN OAKS DRIVE GERMANTOWN TN 38138 GAIL LEWIS TRUSTEE 9012409503 2026-07-28 1 RICHARD A SWOPE P00590766 9016834234 2026-07-28 2025 2025-03-06 01:10:19Z X 712621 X X 23691 23691 45997 215315 45997 69688 69688 0 0 0 2540 0 0 2540 0 0 31145 31145 33685 0 31145 36003 69688 9724 14679 14679 452847 482626 697942 462571 497305 712621 0 0 X 462571 497305 0 0 0 0 462571 497305 462571 497305 462571 36003 0 498574 1269 497305 EGFIX SHORT TERM SALES P 2024-12-18 2025-07-14 8754 8265 489 489 EGFIX LONG TERM SALES P 2022-12-23 2025-07-14 50126 35660 14466 14466 HDGYX SHORT TERM SALES P 2024-12-27 2025-07-14 4307 4239 68 68 HDGYX LONG TERM SALES P 2024-06-27 2025-07-14 44979 29611 15368 15368 JOHIX SHORT TERM SALES P 2024-12-11 2025-07-14 784 727 57 57 JOHIX LONG TERM SALES P 2023-12-14 2025-07-14 48026 40518 7508 7508 JSCOX SHORT TERM SALES P 2024-12-10 2025-07-14 190 205 -15 -15 JSCOX LONG TERM SALES P 2023-12-12 2025-07-14 1842 1599 243 243 NMVLX SHORT TERM SALES P 2024-12-18 2025-06-10 2204 2266 -62 -62 NMVLX LONG TERM SALES P 2024-04-02 2025-06-10 28761 30594 -1833 -1833 VOO SHORT TERM SALES P 2025-12-24 2026-01-06 833 835 -2 -2 VOO LONG TERM SALES P 2023-12-20 2026-01-06 24509 14799 9710 9710 45997 969 0 969 0 969 640 0 0 0 640 0 329 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A DUNCAN WILLIAMS ASSET MANAGEMENT 9014354250 5350 POPLAR AVENUE SUITE 600 MEMPHIS TN 381193697 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAIL LEWIS 7820 WALKING HORSE CIRCLE 273 GERMANTOWN TN 38138 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 701726 15701 0 717427 0 0 717427 10761 706666 35333 35333 969 969 34364 0 34364 0 34364 31145 0 31145 34364 0 0 1776 4034 972 350 7132 31145 0 0 0 31145 0 3219 3219 3913 0 0 0 0 0 0 0 3913 2591 972 350 ROBIN WALLACE 1841 HIDDEN OAKS DRIVE MEMPHIS TN 38138 9012409503 LETTER STATING REQUEST NONE NONE MEMPHIS JEWISH FEDERATION 6560 POPLAR AVE SUITE B GERMANTOWN TN 38138 NONE PC THE MYRON LEWIS FOUNDATION DONATED MONIES TO THE MEMPHIS JEWISH FEDERATION TO HELP WITH OPERATIONS 10000 ST MARY'S EPISCOPAL SCHOOL 60 PERKINS EXTENDED MEMPHIS TN 38117 NONE PC THE MYRON LEWIS FOUNDATION DONATED MONIES TO ST. MARY'S EPISCOPAL SCHOOL TO HELP WITH OPERATIONS 6000 TEMPLE ISRAEL 1376 E MASSEY RD MEMPHIS TN 38117 NONE PC THE MYRON LEWIS FOUNDATION DONATED MONIES TO TEMPLE ISRAEL TO HELP WITH OPERATIONS 7275 THE UNIVERSITY OF MEMPHIS 3720 ALUMNI AVENUE MEMPHIS TN 38152 NONE PC THE MYRON LEWIS FOUNDATION DONATED MONIES TO THE UNIVERSITY OF MEMPHIS TO HELP WITH OPERATIONS 2870 VILLAGE OF GERMANTOWN 7820 WALKING HORSE CIRCLE GERMANTOWN TN 38138 NONE PC THE MYRON LEWIS FOUNDATION DONATED MONIES TO VILLAGE OF GERMANTOWN TO HELP WITH OPERATIONS 5000 31145 0 14 23691 45997 0 23691 45997 69688 8 THE INCOME, IF ANY, ON PAGE 12 PART XV-A LINE 8 IS THE GAIN FROM SELLING SECURITIES 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 2540 0 0 MARKETABLE SECURITIES 482626 697942 ESTIMATED TAX PAYMENTS 1269