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          <PropertyDesc>JPMORGAN CHASE &amp; COMPANY</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2012-09-11</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>4715</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>592</CostOrOtherBasisAmt>
          <GainOrLossAmt>4123</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-16</AcquiredDt>
          <SoldDt>2025-05-02</SoldDt>
          <GrossSalesPriceAmt>1669</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>924</CostOrOtherBasisAmt>
          <GainOrLossAmt>745</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>745</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MONSTER BEVERAGE CORP NEW</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-14</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>1192</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>599</CostOrOtherBasisAmt>
          <GainOrLossAmt>593</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>593</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>NOVO-NORDISK A S ADR (DENMARK)</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-12-23</AcquiredDt>
          <SoldDt>2025-07-31</SoldDt>
          <GrossSalesPriceAmt>2164</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3983</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1819</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1819</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PALO ALTO NETWORKS INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-12-05</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>4839</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>538</CostOrOtherBasisAmt>
          <GainOrLossAmt>4301</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>4301</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-11-04</AcquiredDt>
          <SoldDt>2025-07-15</SoldDt>
          <GrossSalesPriceAmt>3626</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>468</CostOrOtherBasisAmt>
          <GainOrLossAmt>3158</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3158</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>S&amp;P GLOBAL INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-11-20</AcquiredDt>
          <SoldDt>2025-10-29</SoldDt>
          <GrossSalesPriceAmt>2365</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>881</CostOrOtherBasisAmt>
          <GainOrLossAmt>1484</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1484</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SEMPRA</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-05-31</AcquiredDt>
          <SoldDt>2025-10-20</SoldDt>
          <GrossSalesPriceAmt>924</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>415</CostOrOtherBasisAmt>
          <GainOrLossAmt>509</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>509</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>STARBUCKS CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-08-13</AcquiredDt>
          <SoldDt>2025-12-01</SoldDt>
          <GrossSalesPriceAmt>1280</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1421</CostOrOtherBasisAmt>
          <GainOrLossAmt>-141</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-141</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>TAIWAN SEMICONDUCTOR MFG LIMITED</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-06-18</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2006</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1270</CostOrOtherBasisAmt>
          <GainOrLossAmt>736</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>736</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>THERMO FISHER SCIENTIFIC INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-08-13</AcquiredDt>
          <SoldDt>2025-05-15</SoldDt>
          <GrossSalesPriceAmt>401</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>275</CostOrOtherBasisAmt>
          <GainOrLossAmt>126</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-08-30</AcquiredDt>
          <SoldDt>2025-09-11</SoldDt>
          <GrossSalesPriceAmt>863</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>891</CostOrOtherBasisAmt>
          <GainOrLossAmt>-28</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-07-01</SoldDt>
          <GrossSalesPriceAmt>3459</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3251</CostOrOtherBasisAmt>
          <GainOrLossAmt>208</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-12-03</SoldDt>
          <GrossSalesPriceAmt>1655</GrossSalesPriceAmt>
          <GainOrLossAmt>1655</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-03-09</AcquiredDt>
          <SoldDt>2025-09-16</SoldDt>
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          <CostOrOtherBasisAmt>1227</CostOrOtherBasisAmt>
          <GainOrLossAmt>-125</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-05-29</AcquiredDt>
          <SoldDt>2025-09-15</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-05-05</AcquiredDt>
          <SoldDt>2025-01-28</SoldDt>
          <GrossSalesPriceAmt>911</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>517</CostOrOtherBasisAmt>
          <GainOrLossAmt>394</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-07-10</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>2575</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>895</CostOrOtherBasisAmt>
          <GainOrLossAmt>1680</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-05-13</AcquiredDt>
          <SoldDt>2025-02-03</SoldDt>
          <GrossSalesPriceAmt>6401</GrossSalesPriceAmt>
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          <GainOrLossAmt>3799</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>ELI LILLY &amp; COMPANY</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-03-01</AcquiredDt>
          <SoldDt>2025-01-08</SoldDt>
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          <GainOrLossAmt>927</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-03-30</AcquiredDt>
          <SoldDt>2025-08-08</SoldDt>
          <GrossSalesPriceAmt>1882</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3059</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1177</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-04-03</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>6924</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1118</CostOrOtherBasisAmt>
          <GainOrLossAmt>5806</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-05-20</AcquiredDt>
          <SoldDt>2025-05-02</SoldDt>
          <GrossSalesPriceAmt>3338</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2309</CostOrOtherBasisAmt>
          <GainOrLossAmt>1029</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-14</AcquiredDt>
          <SoldDt>2025-09-19</SoldDt>
          <GrossSalesPriceAmt>2631</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1292</CostOrOtherBasisAmt>
          <GainOrLossAmt>1339</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-01-08</AcquiredDt>
          <SoldDt>2025-07-31</SoldDt>
          <GrossSalesPriceAmt>1923</GrossSalesPriceAmt>
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          <GainOrLossAmt>-1490</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-12-05</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>1849</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>215</CostOrOtherBasisAmt>
          <GainOrLossAmt>1634</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-11-04</AcquiredDt>
          <SoldDt>2025-07-23</SoldDt>
          <GrossSalesPriceAmt>3698</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>468</CostOrOtherBasisAmt>
          <GainOrLossAmt>3230</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3230</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-11-13</AcquiredDt>
          <SoldDt>2025-06-09</SoldDt>
          <GrossSalesPriceAmt>1636</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>979</CostOrOtherBasisAmt>
          <GainOrLossAmt>657</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-12-10</AcquiredDt>
          <SoldDt>2025-10-20</SoldDt>
          <GrossSalesPriceAmt>6469</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3252</CostOrOtherBasisAmt>
          <GainOrLossAmt>3217</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3217</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-08-13</AcquiredDt>
          <SoldDt>2025-12-09</SoldDt>
          <GrossSalesPriceAmt>991</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1137</CostOrOtherBasisAmt>
          <GainOrLossAmt>-146</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-146</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>TARGET CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-09-05</AcquiredDt>
          <SoldDt>2025-04-04</SoldDt>
          <GrossSalesPriceAmt>1888</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2524</CostOrOtherBasisAmt>
          <GainOrLossAmt>-636</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-636</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2010-07-22</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2916</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>491</CostOrOtherBasisAmt>
          <GainOrLossAmt>2425</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2425</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>UNION PAC CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-08-30</AcquiredDt>
          <SoldDt>2025-09-12</SoldDt>
          <GrossSalesPriceAmt>1288</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1336</CostOrOtherBasisAmt>
          <GainOrLossAmt>-48</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-48</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>US BANCORP DEL COM NEW</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-03-21</AcquiredDt>
          <SoldDt>2025-07-01</SoldDt>
          <GrossSalesPriceAmt>1614</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1310</CostOrOtherBasisAmt>
          <GainOrLossAmt>304</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>304</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>VISA INCORP COM CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2418</GrossSalesPriceAmt>
          <GainOrLossAmt>2418</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2418</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>WORKDAY INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-03-25</AcquiredDt>
          <SoldDt>2025-09-16</SoldDt>
          <GrossSalesPriceAmt>441</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>493</CostOrOtherBasisAmt>
          <GainOrLossAmt>-52</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-52</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>ACCENTURE PLC IRELAND SHS CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-06-03</AcquiredDt>
          <SoldDt>2025-09-16</SoldDt>
          <GrossSalesPriceAmt>1185</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1414</CostOrOtherBasisAmt>
          <GainOrLossAmt>-229</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-229</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ALCON AG ORD SHS (SWITZERLAND)</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-05-05</AcquiredDt>
          <SoldDt>2025-02-12</SoldDt>
          <GrossSalesPriceAmt>529</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>310</CostOrOtherBasisAmt>
          <GainOrLossAmt>219</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>219</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>AMERICAN TOWER CORP NEW REIT</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-07-11</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>4935</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1784</CostOrOtherBasisAmt>
          <GainOrLossAmt>3151</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3151</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>CONOCOPHILLIPS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-05-13</AcquiredDt>
          <SoldDt>2025-02-18</SoldDt>
          <GrossSalesPriceAmt>2424</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1001</CostOrOtherBasisAmt>
          <GainOrLossAmt>1423</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1423</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ELI LILLY &amp; COMPANY</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-03-01</AcquiredDt>
          <SoldDt>2025-07-21</SoldDt>
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          <CostOrOtherBasisAmt>5665</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-10-19</AcquiredDt>
          <SoldDt>2025-01-07</SoldDt>
          <GrossSalesPriceAmt>2198</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1644</CostOrOtherBasisAmt>
          <GainOrLossAmt>554</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>1154</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>203</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-05-02</SoldDt>
          <GrossSalesPriceAmt>7511</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4573</CostOrOtherBasisAmt>
          <GainOrLossAmt>2938</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-14</AcquiredDt>
          <SoldDt>2025-11-07</SoldDt>
          <GrossSalesPriceAmt>1399</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>630</CostOrOtherBasisAmt>
          <GainOrLossAmt>769</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>769</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>NOVO-NORDISK A S ADR (DENMARK)</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-07-31</SoldDt>
          <GrossSalesPriceAmt>2885</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5294</CostOrOtherBasisAmt>
          <GainOrLossAmt>-2409</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-07-17</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>4347</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2811</CostOrOtherBasisAmt>
          <GainOrLossAmt>1536</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <GrossSalesPriceAmt>75941</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>113018</CostOrOtherBasisAmt>
          <GainOrLossAmt>-37077</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-11-20</AcquiredDt>
          <SoldDt>2025-06-09</SoldDt>
          <GrossSalesPriceAmt>1090</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>658</CostOrOtherBasisAmt>
          <GainOrLossAmt>432</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-03-18</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>6020</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3189</CostOrOtherBasisAmt>
          <GainOrLossAmt>2831</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2831</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-09-27</AcquiredDt>
          <SoldDt>2025-12-09</SoldDt>
          <GrossSalesPriceAmt>1073</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1269</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-09-05</AcquiredDt>
          <SoldDt>2025-05-06</SoldDt>
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          <CostOrOtherBasisAmt>126</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-06-04</AcquiredDt>
          <SoldDt>2025-03-04</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-09-12</SoldDt>
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          <CostOrOtherBasisAmt>1699</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <GainOrLossAmt>-2952</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-02-03</SoldDt>
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          <CostOrOtherBasisAmt>3642</CostOrOtherBasisAmt>
          <GainOrLossAmt>2255</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-03-25</AcquiredDt>
          <SoldDt>2025-09-17</SoldDt>
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          <CostOrOtherBasisAmt>739</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-09-16</SoldDt>
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          <CostOrOtherBasisAmt>585</CostOrOtherBasisAmt>
          <GainOrLossAmt>-111</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-07-06</AcquiredDt>
          <SoldDt>2025-02-12</SoldDt>
          <GrossSalesPriceAmt>882</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-01-17</AcquiredDt>
          <SoldDt>2025-05-13</SoldDt>
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          <PropertyDesc>CONOCOPHILLIPS</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-05-13</AcquiredDt>
          <SoldDt>2025-02-21</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-07-21</SoldDt>
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          <CostOrOtherBasisAmt>1593</CostOrOtherBasisAmt>
          <GainOrLossAmt>2232</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-10-19</AcquiredDt>
          <SoldDt>2025-01-15</SoldDt>
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          <CostOrOtherBasisAmt>3288</CostOrOtherBasisAmt>
          <GainOrLossAmt>1138</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-05-20</SoldDt>
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          <GainOrLossAmt>761</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-06-06</AcquiredDt>
          <SoldDt>2025-02-11</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>1863</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-08-01</SoldDt>
          <GrossSalesPriceAmt>4086</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>7499</CostOrOtherBasisAmt>
          <GainOrLossAmt>-3413</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-12-14</AcquiredDt>
          <SoldDt>2025-01-21</SoldDt>
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          <GainOrLossAmt>-2899</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-02-28</AcquiredDt>
          <SoldDt>2025-03-06</SoldDt>
          <GrossSalesPriceAmt>1658</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>920</CostOrOtherBasisAmt>
          <GainOrLossAmt>738</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-11-20</AcquiredDt>
          <SoldDt>2025-07-08</SoldDt>
          <GrossSalesPriceAmt>1916</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1151</CostOrOtherBasisAmt>
          <GainOrLossAmt>765</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-03-18</AcquiredDt>
          <SoldDt>2025-12-08</SoldDt>
          <GrossSalesPriceAmt>3100</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1717</CostOrOtherBasisAmt>
          <GainOrLossAmt>1383</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1383</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-09-27</AcquiredDt>
          <SoldDt>2025-12-10</SoldDt>
          <GrossSalesPriceAmt>2651</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3124</CostOrOtherBasisAmt>
          <GainOrLossAmt>-473</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-09-07</AcquiredDt>
          <SoldDt>2025-05-06</SoldDt>
          <GrossSalesPriceAmt>1874</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2488</CostOrOtherBasisAmt>
          <GainOrLossAmt>-614</GainOrLossAmt>
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          <PropertyDesc>UBER TECHNOLOGIES INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-06-04</AcquiredDt>
          <SoldDt>2025-03-27</SoldDt>
          <GrossSalesPriceAmt>374</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>211</CostOrOtherBasisAmt>
          <GainOrLossAmt>163</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>163</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>UNION PAC CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-01-17</AcquiredDt>
          <SoldDt>2025-09-12</SoldDt>
          <GrossSalesPriceAmt>429</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>472</CostOrOtherBasisAmt>
          <GainOrLossAmt>-43</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-43</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>VENTURE GLOBAL INCORP COM CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-02-03</AcquiredDt>
          <SoldDt>2025-04-04</SoldDt>
          <GrossSalesPriceAmt>2559</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>7289</CostOrOtherBasisAmt>
          <GainOrLossAmt>-4730</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-4730</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-01-09</AcquiredDt>
          <SoldDt>2025-06-16</SoldDt>
          <GrossSalesPriceAmt>11530</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>6763</CostOrOtherBasisAmt>
          <GainOrLossAmt>4767</GainOrLossAmt>
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          <PropertyDesc>WORKDAY INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-10-04</AcquiredDt>
          <SoldDt>2025-09-17</SoldDt>
          <GrossSalesPriceAmt>1177</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1245</CostOrOtherBasisAmt>
          <GainOrLossAmt>-68</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-68</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>ACCENTURE PLC IRELAND SHS CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-06-06</AcquiredDt>
          <SoldDt>2025-09-25</SoldDt>
          <GrossSalesPriceAmt>1872</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2341</CostOrOtherBasisAmt>
          <GainOrLossAmt>-469</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-469</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ALCON AG ORD SHS (SWITZERLAND)</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-08-19</AcquiredDt>
          <SoldDt>2025-02-12</SoldDt>
          <GrossSalesPriceAmt>1676</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1145</CostOrOtherBasisAmt>
          <GainOrLossAmt>531</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>531</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>APPLE INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-07-30</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>14546</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3638</CostOrOtherBasisAmt>
          <GainOrLossAmt>10908</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>10908</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <GrossSalesPriceAmt>53637</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>62009</CostOrOtherBasisAmt>
          <GainOrLossAmt>-8372</GainOrLossAmt>
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          <PropertyDesc>ELI LILLY &amp; COMPANY</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-02-14</AcquiredDt>
          <SoldDt>2025-07-21</SoldDt>
          <GrossSalesPriceAmt>765</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>755</CostOrOtherBasisAmt>
          <GainOrLossAmt>10</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>10</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-01-05</AcquiredDt>
          <SoldDt>2025-01-15</SoldDt>
          <GrossSalesPriceAmt>738</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>628</CostOrOtherBasisAmt>
          <GainOrLossAmt>110</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MARTIN MARIETTA MATLS INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2014-02-07</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>5626</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1124</CostOrOtherBasisAmt>
          <GainOrLossAmt>4502</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>4502</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>META PLATFORMS INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-06-06</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>12783</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>458</CostOrOtherBasisAmt>
          <GainOrLossAmt>12325</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>12325</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>NETFLIX INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-10-20</AcquiredDt>
          <SoldDt>2025-01-16</SoldDt>
          <GrossSalesPriceAmt>2561</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1881</CostOrOtherBasisAmt>
          <GainOrLossAmt>680</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>680</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>NOVO-NORDISK A S ADR (DENMARK)</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-02-27</AcquiredDt>
          <SoldDt>2025-08-01</SoldDt>
          <GrossSalesPriceAmt>240</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>448</CostOrOtherBasisAmt>
          <GainOrLossAmt>-208</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-208</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-12-16</AcquiredDt>
          <SoldDt>2025-01-21</SoldDt>
          <GrossSalesPriceAmt>1350</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2869</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1519</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1519</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>RTX CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-03-02</AcquiredDt>
          <SoldDt>2025-03-06</SoldDt>
          <GrossSalesPriceAmt>2168</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1229</CostOrOtherBasisAmt>
          <GainOrLossAmt>939</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>939</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SALESFORCE INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-11-25</AcquiredDt>
          <SoldDt>2025-07-08</SoldDt>
          <GrossSalesPriceAmt>821</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>487</CostOrOtherBasisAmt>
          <GainOrLossAmt>334</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>334</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SEMPRA</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-03-25</AcquiredDt>
          <SoldDt>2025-12-08</SoldDt>
          <GrossSalesPriceAmt>2657</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1733</CostOrOtherBasisAmt>
          <GainOrLossAmt>924</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>924</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-08-13</AcquiredDt>
          <SoldDt>2025-11-20</SoldDt>
          <GrossSalesPriceAmt>587</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>656</CostOrOtherBasisAmt>
          <GainOrLossAmt>-69</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-69</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-09-12</AcquiredDt>
          <SoldDt>2025-05-06</SoldDt>
          <GrossSalesPriceAmt>937</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1229</CostOrOtherBasisAmt>
          <GainOrLossAmt>-292</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>UBER TECHNOLOGIES INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-06-27</AcquiredDt>
          <SoldDt>2025-03-27</SoldDt>
          <GrossSalesPriceAmt>1497</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>893</CostOrOtherBasisAmt>
          <GainOrLossAmt>604</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-04-18</AcquiredDt>
          <SoldDt>2025-07-30</SoldDt>
          <GrossSalesPriceAmt>2633</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>594</CostOrOtherBasisAmt>
          <GainOrLossAmt>2039</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-02-03</AcquiredDt>
          <SoldDt>2025-04-07</SoldDt>
          <GrossSalesPriceAmt>1817</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5574</CostOrOtherBasisAmt>
          <GainOrLossAmt>-3757</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-01-09</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2070</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1214</CostOrOtherBasisAmt>
          <GainOrLossAmt>856</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>856</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-12-13</AcquiredDt>
          <SoldDt>2025-09-17</SoldDt>
          <GrossSalesPriceAmt>1177</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1384</CostOrOtherBasisAmt>
          <GainOrLossAmt>-207</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-06-24</AcquiredDt>
          <SoldDt>2025-09-25</SoldDt>
          <GrossSalesPriceAmt>1638</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2156</CostOrOtherBasisAmt>
          <GainOrLossAmt>-518</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-08-19</AcquiredDt>
          <SoldDt>2025-02-26</SoldDt>
          <GrossSalesPriceAmt>564</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>362</CostOrOtherBasisAmt>
          <GainOrLossAmt>202</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>202</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-07-30</AcquiredDt>
          <SoldDt>2025-10-14</SoldDt>
          <GrossSalesPriceAmt>6180</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1299</CostOrOtherBasisAmt>
          <GainOrLossAmt>4881</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-07-01</AcquiredDt>
          <SoldDt>2025-06-18</SoldDt>
          <GrossSalesPriceAmt>671</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>300</CostOrOtherBasisAmt>
          <GainOrLossAmt>371</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>371</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-02-13</AcquiredDt>
          <SoldDt>2025-04-07</SoldDt>
          <GrossSalesPriceAmt>5211</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3044</CostOrOtherBasisAmt>
          <GainOrLossAmt>2167</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-05-25</AcquiredDt>
          <SoldDt>2025-06-11</SoldDt>
          <GrossSalesPriceAmt>2288</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1243</CostOrOtherBasisAmt>
          <GainOrLossAmt>1045</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1045</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2014-02-07</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>3130</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>562</CostOrOtherBasisAmt>
          <GainOrLossAmt>2568</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2568</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-06-06</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>3331</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>114</CostOrOtherBasisAmt>
          <GainOrLossAmt>3217</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-01-16</SoldDt>
          <GrossSalesPriceAmt>2561</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1999</CostOrOtherBasisAmt>
          <GainOrLossAmt>562</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>NOVO-NORDISK A S ADR (DENMARK)</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-02-27</AcquiredDt>
          <SoldDt>2025-08-06</SoldDt>
          <GrossSalesPriceAmt>683</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1345</CostOrOtherBasisAmt>
          <GainOrLossAmt>-662</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-01-05</AcquiredDt>
          <SoldDt>2025-07-17</SoldDt>
          <GrossSalesPriceAmt>2573</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>6663</CostOrOtherBasisAmt>
          <GainOrLossAmt>-4090</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>RTX CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-03-03</AcquiredDt>
          <SoldDt>2025-03-06</SoldDt>
          <GrossSalesPriceAmt>638</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>371</CostOrOtherBasisAmt>
          <GainOrLossAmt>267</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>267</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-11-25</AcquiredDt>
          <SoldDt>2025-07-17</SoldDt>
          <GrossSalesPriceAmt>2589</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1623</CostOrOtherBasisAmt>
          <GainOrLossAmt>966</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>966</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-03-25</AcquiredDt>
          <SoldDt>2025-12-09</SoldDt>
          <GrossSalesPriceAmt>883</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>578</CostOrOtherBasisAmt>
          <GainOrLossAmt>305</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>305</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-08-13</AcquiredDt>
          <SoldDt>2025-11-20</SoldDt>
          <GrossSalesPriceAmt>670</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>758</CostOrOtherBasisAmt>
          <GainOrLossAmt>-88</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-88</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-09-14</AcquiredDt>
          <SoldDt>2025-05-06</SoldDt>
          <GrossSalesPriceAmt>375</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>498</CostOrOtherBasisAmt>
          <GainOrLossAmt>-123</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-123</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>UNION PAC CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-10-29</AcquiredDt>
          <SoldDt>2025-09-12</SoldDt>
          <GrossSalesPriceAmt>2146</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2332</CostOrOtherBasisAmt>
          <GainOrLossAmt>-186</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-04-18</AcquiredDt>
          <SoldDt>2025-08-04</SoldDt>
          <GrossSalesPriceAmt>720</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>178</CostOrOtherBasisAmt>
          <GainOrLossAmt>542</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>542</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-02-18</AcquiredDt>
          <SoldDt>2025-04-07</SoldDt>
          <GrossSalesPriceAmt>1258</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3054</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1796</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1796</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>WORKDAY INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-12-16</AcquiredDt>
          <SoldDt>2025-09-17</SoldDt>
          <GrossSalesPriceAmt>1177</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1380</CostOrOtherBasisAmt>
          <GainOrLossAmt>-203</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-203</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>ZOETIS INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-03-15</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>2453</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>609</CostOrOtherBasisAmt>
          <GainOrLossAmt>1844</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1844</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ACCENTURE PLC IRELAND SHS CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-06-25</AcquiredDt>
          <SoldDt>2025-09-25</SoldDt>
          <GrossSalesPriceAmt>1872</GrossSalesPriceAmt>
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          <SoldDt>2025-05-20</SoldDt>
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          <AcquiredDt>2020-03-24</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-02-03</AcquiredDt>
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          <CostOrOtherBasisAmt>923</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-12-17</SoldDt>
          <GrossSalesPriceAmt>3037</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2077</CostOrOtherBasisAmt>
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          <AcquiredDt>2022-05-05</AcquiredDt>
          <SoldDt>2025-07-24</SoldDt>
          <GrossSalesPriceAmt>398</GrossSalesPriceAmt>
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          <GainOrLossAmt>157</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-26</AcquiredDt>
          <SoldDt>2025-08-19</SoldDt>
          <GrossSalesPriceAmt>2230</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2372</CostOrOtherBasisAmt>
          <GainOrLossAmt>-142</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-02-02</AcquiredDt>
          <SoldDt>2025-08-04</SoldDt>
          <GrossSalesPriceAmt>480</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>227</CostOrOtherBasisAmt>
          <GainOrLossAmt>253</GainOrLossAmt>
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          <PropertyDesc>VISA INC NTS ISIN US</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-12-16</AcquiredDt>
          <SoldDt>2025-12-15</SoldDt>
          <GrossSalesPriceAmt>50000</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>50000</CostOrOtherBasisAmt>
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          <PropertyDesc>WORKDAY INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-01-06</AcquiredDt>
          <SoldDt>2025-08-11</SoldDt>
          <GrossSalesPriceAmt>3229</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3323</CostOrOtherBasisAmt>
          <GainOrLossAmt>-94</GainOrLossAmt>
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          <SoldDt>2025-06-10</SoldDt>
          <GrossSalesPriceAmt>1661</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-03-21</SoldDt>
          <GrossSalesPriceAmt>774</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>154</CostOrOtherBasisAmt>
          <GainOrLossAmt>620</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-05-12</AcquiredDt>
          <SoldDt>2025-03-12</SoldDt>
          <GrossSalesPriceAmt>89</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>69</CostOrOtherBasisAmt>
          <GainOrLossAmt>20</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-13</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2982</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1323</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-03-04</AcquiredDt>
          <SoldDt>2025-06-16</SoldDt>
          <GrossSalesPriceAmt>483</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-12-06</AcquiredDt>
          <SoldDt>2025-04-17</SoldDt>
          <GrossSalesPriceAmt>698</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1076</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <GrossSalesPriceAmt>256331</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>242714</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-06-26</AcquiredDt>
          <SoldDt>2025-12-31</SoldDt>
          <GrossSalesPriceAmt>428</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>399</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2011-07-14</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>3199</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>188</CostOrOtherBasisAmt>
          <GainOrLossAmt>3011</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-02-15</AcquiredDt>
          <SoldDt>2025-06-10</SoldDt>
          <GrossSalesPriceAmt>1198</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>406</CostOrOtherBasisAmt>
          <GainOrLossAmt>792</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>792</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>NVIDIA CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-10-02</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>6134</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>150</CostOrOtherBasisAmt>
          <GainOrLossAmt>5984</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-02-02</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2086</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4621</CostOrOtherBasisAmt>
          <GainOrLossAmt>-2535</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-13</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>2057</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-02-06</AcquiredDt>
          <SoldDt>2025-08-25</SoldDt>
          <GrossSalesPriceAmt>1733</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <GrossSalesPriceAmt>1797</GrossSalesPriceAmt>
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          <AcquiredDt>2022-05-06</AcquiredDt>
          <SoldDt>2025-07-24</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-10-25</AcquiredDt>
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          <GrossSalesPriceAmt>479</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-31</AcquiredDt>
          <SoldDt>2025-08-19</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-01-07</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-01-06</AcquiredDt>
          <SoldDt>2025-08-12</SoldDt>
          <GrossSalesPriceAmt>1702</GrossSalesPriceAmt>
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          <GainOrLossAmt>-70</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-03-15</AcquiredDt>
          <SoldDt>2025-06-16</SoldDt>
          <GrossSalesPriceAmt>1153</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>284</CostOrOtherBasisAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ADOBE INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-08-25</AcquiredDt>
          <SoldDt>2025-04-28</SoldDt>
          <GrossSalesPriceAmt>5885</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1229</CostOrOtherBasisAmt>
          <GainOrLossAmt>4656</GainOrLossAmt>
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          <PropertyDesc>ALCON AG ORD SHS (SWITZERLAND)</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-09-19</AcquiredDt>
          <SoldDt>2025-03-12</SoldDt>
          <GrossSalesPriceAmt>2136</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1594</CostOrOtherBasisAmt>
          <GainOrLossAmt>542</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-05-16</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2917</GrossSalesPriceAmt>
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          <SoldDt>2025-06-16</SoldDt>
          <GrossSalesPriceAmt>4102</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-12-06</AcquiredDt>
          <SoldDt>2025-04-22</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-05-20</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-06-27</AcquiredDt>
          <SoldDt>2025-12-31</SoldDt>
          <GrossSalesPriceAmt>855</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>777</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-04-03</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>8226</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-01-02</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>475</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>353</CostOrOtherBasisAmt>
          <GainOrLossAmt>122</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>122</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-06-21</AcquiredDt>
          <SoldDt>2025-03-27</SoldDt>
          <GrossSalesPriceAmt>2193</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>649</CostOrOtherBasisAmt>
          <GainOrLossAmt>1544</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1544</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-02-02</AcquiredDt>
          <SoldDt>2025-12-22</SoldDt>
          <GrossSalesPriceAmt>1082</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2376</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1294</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1294</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>RTX CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-13</AcquiredDt>
          <SoldDt>2025-06-09</SoldDt>
          <GrossSalesPriceAmt>2780</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1243</CostOrOtherBasisAmt>
          <GainOrLossAmt>1537</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1537</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SALESFORCE INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-05-29</AcquiredDt>
          <SoldDt>2025-08-25</SoldDt>
          <GrossSalesPriceAmt>743</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>519</CostOrOtherBasisAmt>
          <GainOrLossAmt>224</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>224</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>STARBUCKS CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2025-05-14</AcquiredDt>
          <SoldDt>2025-12-10</SoldDt>
          <GrossSalesPriceAmt>663</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>695</CostOrOtherBasisAmt>
          <GainOrLossAmt>-32</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-32</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>TAIWAN SEMICONDUCTOR MFG LIMITED</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-05-15</AcquiredDt>
          <SoldDt>2025-04-08</SoldDt>
          <GrossSalesPriceAmt>2944</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3099</CostOrOtherBasisAmt>
          <GainOrLossAmt>-155</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-155</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>TARGET CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-10-25</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>1965</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2203</CostOrOtherBasisAmt>
          <GainOrLossAmt>-238</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-238</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>UNION PAC CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-31</AcquiredDt>
          <SoldDt>2025-09-05</SoldDt>
          <GrossSalesPriceAmt>2203</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2322</CostOrOtherBasisAmt>
          <GainOrLossAmt>-119</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-119</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>US BANCORP DEL COM NEW</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2011-07-20</AcquiredDt>
          <SoldDt>2025-07-01</SoldDt>
          <GrossSalesPriceAmt>1153</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>652</CostOrOtherBasisAmt>
          <GainOrLossAmt>501</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>501</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>VISA INCORP COM CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-02-14</SoldDt>
          <GrossSalesPriceAmt>5313</GrossSalesPriceAmt>
          <GainOrLossAmt>5313</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>5313</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>WORKDAY INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-01-06</AcquiredDt>
          <SoldDt>2025-09-10</SoldDt>
          <GrossSalesPriceAmt>1587</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1551</CostOrOtherBasisAmt>
          <GainOrLossAmt>36</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>36</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>ZOETIS INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-03-15</AcquiredDt>
          <SoldDt>2025-06-26</SoldDt>
          <GrossSalesPriceAmt>2032</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>528</CostOrOtherBasisAmt>
          <GainOrLossAmt>1504</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1504</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ADOBE INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-12-20</AcquiredDt>
          <SoldDt>2025-04-28</SoldDt>
          <GrossSalesPriceAmt>2575</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2364</CostOrOtherBasisAmt>
          <GainOrLossAmt>211</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>211</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ALPHABET INCORP CAP STK CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-10-05</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>2861</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1707</CostOrOtherBasisAmt>
          <GainOrLossAmt>1154</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1154</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>BERKSHIRE HATHAWAY INCORP CLASS B</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-03-27</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>8134</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3197</CostOrOtherBasisAmt>
          <GainOrLossAmt>4937</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>4937</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>EDISON INTERNATIONAL</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-16</AcquiredDt>
          <SoldDt>2025-10-27</SoldDt>
          <GrossSalesPriceAmt>1707</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1788</CostOrOtherBasisAmt>
          <GainOrLossAmt>-81</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-81</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>INTEL CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-02-17</AcquiredDt>
          <SoldDt>2025-07-15</SoldDt>
          <GrossSalesPriceAmt>3567</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>7445</CostOrOtherBasisAmt>
          <GainOrLossAmt>-3878</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-3878</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>JPMORGAN CHASE &amp; COMPANY</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2010-07-22</AcquiredDt>
          <SoldDt>2025-01-02</SoldDt>
          <GrossSalesPriceAmt>3623</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>588</CostOrOtherBasisAmt>
          <GainOrLossAmt>3035</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3035</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MCKESSON CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-03-28</AcquiredDt>
          <SoldDt>2025-02-18</SoldDt>
          <GrossSalesPriceAmt>5962</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3545</CostOrOtherBasisAmt>
          <GainOrLossAmt>2417</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2417</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MICROSOFT CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-05-23</AcquiredDt>
          <SoldDt>2025-12-03</SoldDt>
          <GrossSalesPriceAmt>2401</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>172</CostOrOtherBasisAmt>
          <GainOrLossAmt>2229</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2229</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>NORTHROP GRUMMAN CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-01-03</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>2849</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2238</CostOrOtherBasisAmt>
          <GainOrLossAmt>611</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>611</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ORACLE CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-06-26</AcquiredDt>
          <SoldDt>2025-03-27</SoldDt>
          <GrossSalesPriceAmt>11694</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3573</CostOrOtherBasisAmt>
          <GainOrLossAmt>8121</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>8121</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PAYPAL HLDGS INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-02-02</AcquiredDt>
          <SoldDt>2025-12-29</SoldDt>
          <GrossSalesPriceAmt>119</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>264</CostOrOtherBasisAmt>
          <GainOrLossAmt>-145</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-145</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>RTX CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-13</AcquiredDt>
          <SoldDt>2025-06-18</SoldDt>
          <GrossSalesPriceAmt>3383</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1429</CostOrOtherBasisAmt>
          <GainOrLossAmt>1954</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1954</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SCHWAB CHARLES CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-04-11</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>3563</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2076</CostOrOtherBasisAmt>
          <GainOrLossAmt>1487</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1487</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-08-13</AcquiredDt>
          <SoldDt>2025-11-04</SoldDt>
          <GrossSalesPriceAmt>633</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>750</CostOrOtherBasisAmt>
          <GainOrLossAmt>-117</GainOrLossAmt>
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          <PropertyDesc>TAIWAN SEMICONDUCTOR MFG LIMITED</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-05-17</AcquiredDt>
          <SoldDt>2025-04-08</SoldDt>
          <GrossSalesPriceAmt>2208</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2285</CostOrOtherBasisAmt>
          <GainOrLossAmt>-77</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-77</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-12-07</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>1965</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2705</CostOrOtherBasisAmt>
          <GainOrLossAmt>-740</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>UNION PAC CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-08-03</AcquiredDt>
          <SoldDt>2025-09-05</SoldDt>
          <GrossSalesPriceAmt>220</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>230</CostOrOtherBasisAmt>
          <GainOrLossAmt>-10</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2011-09-14</AcquiredDt>
          <SoldDt>2025-07-01</SoldDt>
          <GrossSalesPriceAmt>3459</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1767</CostOrOtherBasisAmt>
          <GainOrLossAmt>1692</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1692</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>VISA INCORP COM CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>1829</GrossSalesPriceAmt>
          <GainOrLossAmt>1829</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1829</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>WORKDAY INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-01-26</AcquiredDt>
          <SoldDt>2025-09-11</SoldDt>
          <GrossSalesPriceAmt>1357</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1408</CostOrOtherBasisAmt>
          <GainOrLossAmt>-51</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-51</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ZOETIS INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-03-15</AcquiredDt>
          <SoldDt>2025-07-01</SoldDt>
          <GrossSalesPriceAmt>2376</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>609</CostOrOtherBasisAmt>
          <GainOrLossAmt>1767</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1767</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ADOBE INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-19</AcquiredDt>
          <SoldDt>2025-04-28</SoldDt>
          <GrossSalesPriceAmt>736</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1062</CostOrOtherBasisAmt>
          <GainOrLossAmt>-326</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-326</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>AMAZON COM INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>6122</GrossSalesPriceAmt>
          <GainOrLossAmt>6122</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>6122</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>BROADCOM INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-07-31</AcquiredDt>
          <SoldDt>2025-09-19</SoldDt>
          <GrossSalesPriceAmt>1724</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>789</CostOrOtherBasisAmt>
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          <GainsMinusExcessOrLossesAmt>935</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-07-06</AcquiredDt>
          <SoldDt>2025-10-27</SoldDt>
          <GrossSalesPriceAmt>5405</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5322</CostOrOtherBasisAmt>
          <GainOrLossAmt>83</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>83</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-02-17</AcquiredDt>
          <SoldDt>2025-08-08</SoldDt>
          <GrossSalesPriceAmt>594</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1441</CostOrOtherBasisAmt>
          <GainOrLossAmt>-847</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-847</GainsMinusExcessOrLossesAmt>
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          <PropertyDesc>JPMORGAN CHASE &amp; COMPANY</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2012-01-13</AcquiredDt>
          <SoldDt>2025-01-02</SoldDt>
          <GrossSalesPriceAmt>7247</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1072</CostOrOtherBasisAmt>
          <GainOrLossAmt>6175</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>6175</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MCKESSON CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-03-28</AcquiredDt>
          <SoldDt>2025-07-28</SoldDt>
          <GrossSalesPriceAmt>10585</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5318</CostOrOtherBasisAmt>
          <GainOrLossAmt>5267</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>5267</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>MICROSOFT CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-05-31</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2434</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>176</CostOrOtherBasisAmt>
          <GainOrLossAmt>2258</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2258</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>NORTHROP GRUMMAN CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-01-03</AcquiredDt>
          <SoldDt>2025-06-09</SoldDt>
          <GrossSalesPriceAmt>5395</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4103</CostOrOtherBasisAmt>
          <GainOrLossAmt>1292</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1292</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>OREILLY AUTOMOTIVE INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-09-05</AcquiredDt>
          <SoldDt>2025-07-02</SoldDt>
          <GrossSalesPriceAmt>6257</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>5283</CostOrOtherBasisAmt>
          <GainOrLossAmt>974</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>974</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>PAYPAL HLDGS INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-08-16</AcquiredDt>
          <SoldDt>2025-12-29</SoldDt>
          <GrossSalesPriceAmt>1544</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>2642</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1098</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-1098</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>RTX CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-13</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>1794</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>621</CostOrOtherBasisAmt>
          <GainOrLossAmt>1173</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1173</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>SEMPRA</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2010-07-22</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>785</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>252</CostOrOtherBasisAmt>
          <GainOrLossAmt>533</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>533</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>STARBUCKS CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-08-13</AcquiredDt>
          <SoldDt>2025-11-05</SoldDt>
          <GrossSalesPriceAmt>1626</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1875</CostOrOtherBasisAmt>
          <GainOrLossAmt>-249</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-249</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>TAIWAN SEMICONDUCTOR MFG LIMITED</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-05-17</AcquiredDt>
          <SoldDt>2025-04-09</SoldDt>
          <GrossSalesPriceAmt>1460</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1523</CostOrOtherBasisAmt>
          <GainOrLossAmt>-63</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-63</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>TESLA INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-11-21</AcquiredDt>
          <SoldDt>2025-12-16</SoldDt>
          <GrossSalesPriceAmt>5283</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1876</CostOrOtherBasisAmt>
          <GainOrLossAmt>3407</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3407</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>UNION PAC CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-08-03</AcquiredDt>
          <SoldDt>2025-09-08</SoldDt>
          <GrossSalesPriceAmt>1088</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1152</CostOrOtherBasisAmt>
          <GainOrLossAmt>-64</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-64</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>US BANCORP DEL COM NEW</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-04-03</AcquiredDt>
          <SoldDt>2025-07-01</SoldDt>
          <GrossSalesPriceAmt>2306</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1678</CostOrOtherBasisAmt>
          <GainOrLossAmt>628</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-06-16</SoldDt>
          <GrossSalesPriceAmt>3211</GrossSalesPriceAmt>
          <GainOrLossAmt>3211</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-01-26</AcquiredDt>
          <SoldDt>2025-09-12</SoldDt>
          <GrossSalesPriceAmt>896</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>938</CostOrOtherBasisAmt>
          <GainOrLossAmt>-42</GainOrLossAmt>
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          <PropertyDesc>ZOETIS INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2016-03-15</AcquiredDt>
          <SoldDt>2025-07-07</SoldDt>
          <GrossSalesPriceAmt>1577</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>406</CostOrOtherBasisAmt>
          <GainOrLossAmt>1171</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2010-07-22</AcquiredDt>
          <SoldDt>2025-09-19</SoldDt>
          <GrossSalesPriceAmt>1742</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>392</CostOrOtherBasisAmt>
          <GainOrLossAmt>1350</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1350</GainsMinusExcessOrLossesAmt>
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        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>AMAZON COM INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2010-07-22</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>25508</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>752</CostOrOtherBasisAmt>
          <GainOrLossAmt>24756</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>BROADCOM INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-07-31</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>2638</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1263</CostOrOtherBasisAmt>
          <GainOrLossAmt>1375</GainOrLossAmt>
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        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-07-06</AcquiredDt>
          <SoldDt>2025-10-28</SoldDt>
          <GrossSalesPriceAmt>281</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>280</CostOrOtherBasisAmt>
          <GainOrLossAmt>1</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-03-23</AcquiredDt>
          <SoldDt>2025-08-08</SoldDt>
          <GrossSalesPriceAmt>2972</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>7289</CostOrOtherBasisAmt>
          <GainOrLossAmt>-4317</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2012-01-13</AcquiredDt>
          <SoldDt>2025-02-21</SoldDt>
          <GrossSalesPriceAmt>5301</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>715</CostOrOtherBasisAmt>
          <GainOrLossAmt>4586</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-06-12</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>1621</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>789</CostOrOtherBasisAmt>
          <GainOrLossAmt>832</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>832</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-07-16</AcquiredDt>
          <SoldDt>2025-12-18</SoldDt>
          <GrossSalesPriceAmt>4868</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>362</CostOrOtherBasisAmt>
          <GainOrLossAmt>4506</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-22</AcquiredDt>
          <SoldDt>2025-06-09</SoldDt>
          <GrossSalesPriceAmt>981</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>678</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2019-07-25</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-08-16</AcquiredDt>
          <SoldDt>2025-12-31</SoldDt>
          <GrossSalesPriceAmt>234</GrossSalesPriceAmt>
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          <GainOrLossAmt>-173</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-11-15</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
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          <CostOrOtherBasisAmt>1277</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-04-03</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>3142</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1603</CostOrOtherBasisAmt>
          <GainOrLossAmt>1539</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1539</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-08-13</AcquiredDt>
          <SoldDt>2025-11-10</SoldDt>
          <GrossSalesPriceAmt>423</GrossSalesPriceAmt>
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          <GainOrLossAmt>-46</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-05-22</AcquiredDt>
          <SoldDt>2025-04-09</SoldDt>
          <GrossSalesPriceAmt>1460</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-08-03</AcquiredDt>
          <SoldDt>2025-09-10</SoldDt>
          <GrossSalesPriceAmt>856</GrossSalesPriceAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-05-23</AcquiredDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-07-15</SoldDt>
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          <GainOrLossAmt>8692</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-02-26</AcquiredDt>
          <SoldDt>2025-09-12</SoldDt>
          <GrossSalesPriceAmt>1120</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1238</CostOrOtherBasisAmt>
          <GainOrLossAmt>-118</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-06</AcquiredDt>
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          <GrossSalesPriceAmt>789</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>621</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <SoldDt>2025-12-18</SoldDt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-03-27</AcquiredDt>
          <SoldDt>2025-04-04</SoldDt>
          <GrossSalesPriceAmt>4519</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>4280</CostOrOtherBasisAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-03-25</AcquiredDt>
          <SoldDt>2025-08-08</SoldDt>
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          <CostOrOtherBasisAmt>3353</CostOrOtherBasisAmt>
          <GainOrLossAmt>-2065</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2012-01-13</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>2658</GrossSalesPriceAmt>
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          <GainOrLossAmt>2301</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-04-03</AcquiredDt>
          <SoldDt>2025-05-02</SoldDt>
          <GrossSalesPriceAmt>2086</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1081</CostOrOtherBasisAmt>
          <GainOrLossAmt>1005</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>1005</GainsMinusExcessOrLossesAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-03-05</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>1569</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>843</CostOrOtherBasisAmt>
          <GainOrLossAmt>726</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>726</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-22</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>6163</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>3729</CostOrOtherBasisAmt>
          <GainOrLossAmt>2434</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-02-26</AcquiredDt>
          <SoldDt>2025-05-20</SoldDt>
          <GrossSalesPriceAmt>1130</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>845</CostOrOtherBasisAmt>
          <GainOrLossAmt>285</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2022-01-05</AcquiredDt>
          <SoldDt>2025-11-14</SoldDt>
          <GrossSalesPriceAmt>635</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1904</CostOrOtherBasisAmt>
          <GainOrLossAmt>-1269</GainOrLossAmt>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2018-11-15</AcquiredDt>
          <SoldDt>2025-06-03</SoldDt>
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        </CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-04-03</AcquiredDt>
          <SoldDt>2025-09-19</SoldDt>
          <GrossSalesPriceAmt>829</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>401</CostOrOtherBasisAmt>
          <GainOrLossAmt>428</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>428</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
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          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-08-13</AcquiredDt>
          <SoldDt>2025-11-12</SoldDt>
          <GrossSalesPriceAmt>1762</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1875</CostOrOtherBasisAmt>
          <GainOrLossAmt>-113</GainOrLossAmt>
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        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>TAIWAN SEMICONDUCTOR MFG LIMITED</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2024-05-22</AcquiredDt>
          <SoldDt>2025-04-10</SoldDt>
          <GrossSalesPriceAmt>756</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>779</CostOrOtherBasisAmt>
          <GainOrLossAmt>-23</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-23</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
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          <PropertyDesc>THERMO FISHER SCIENTIFIC INCORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2015-12-10</AcquiredDt>
          <SoldDt>2025-02-07</SoldDt>
          <GrossSalesPriceAmt>2854</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>675</CostOrOtherBasisAmt>
          <GainOrLossAmt>2179</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>2179</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>UNION PAC CORP</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2023-08-21</AcquiredDt>
          <SoldDt>2025-09-10</SoldDt>
          <GrossSalesPriceAmt>642</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>673</CostOrOtherBasisAmt>
          <GainOrLossAmt>-31</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-31</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>US BANCORP DEL COM NEW</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2013-05-31</AcquiredDt>
          <SoldDt>2025-07-01</SoldDt>
          <GrossSalesPriceAmt>692</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>534</CostOrOtherBasisAmt>
          <GainOrLossAmt>158</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>158</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>VISA INCORP COM CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <SoldDt>2025-07-17</SoldDt>
          <GrossSalesPriceAmt>3149</GrossSalesPriceAmt>
          <GainOrLossAmt>3149</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>3149</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>WORKDAY INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2021-03-03</AcquiredDt>
          <SoldDt>2025-09-12</SoldDt>
          <GrossSalesPriceAmt>448</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>477</CostOrOtherBasisAmt>
          <GainOrLossAmt>-29</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>-29</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapGainsLossTxInvstIncmGrp>
          <PropertyDesc>ZOETIS INCORP CLASS A</PropertyDesc>
          <HowAcquiredCd>P</HowAcquiredCd>
          <AcquiredDt>2020-04-06</AcquiredDt>
          <SoldDt>2025-07-10</SoldDt>
          <GrossSalesPriceAmt>2389</GrossSalesPriceAmt>
          <CostOrOtherBasisAmt>1862</CostOrOtherBasisAmt>
          <GainOrLossAmt>527</GainOrLossAmt>
          <GainsMinusExcessOrLossesAmt>527</GainsMinusExcessOrLossesAmt>
        </CapGainsLossTxInvstIncmGrp>
        <CapitalGainNetIncomeAmt>387503</CapitalGainNetIncomeAmt>
        <NetShortTermCapitalGainLossAmt>-22630</NetShortTermCapitalGainLossAmt>
      </CapGainsLossTxInvstIncmDetail>
      <ExciseTaxBasedOnInvstIncmGrp>
        <InvestmentIncomeExciseTaxAmt>6823</InvestmentIncomeExciseTaxAmt>
        <SubtotalAmt>6823</SubtotalAmt>
        <TaxBasedOnInvestmentIncomeAmt>6823</TaxBasedOnInvestmentIncomeAmt>
        <ExtsnRequestIncomeTaxPaidAmt>9500</ExtsnRequestIncomeTaxPaidAmt>
        <TotalPaymentsAndCreditsAmt>9500</TotalPaymentsAndCreditsAmt>
        <Form2220AttachedInd referenceDocumentId="RetDoc1">X</Form2220AttachedInd>
        <EsPenaltyAmt>351</EsPenaltyAmt>
        <OverpaymentAmt>2326</OverpaymentAmt>
        <AppliedToESTaxAmt>2326</AppliedToESTaxAmt>
      </ExciseTaxBasedOnInvstIncmGrp>
      <StatementsRegardingActyGrp>
        <LegislativePoliticalActyInd>false</LegislativePoliticalActyInd>
        <MoreThan100SpentInd>false</MoreThan100SpentInd>
        <Form1120POLFiledInd>false</Form1120POLFiledInd>
        <ActivitiesNotPreviouslyRptInd>false</ActivitiesNotPreviouslyRptInd>
        <ChangesToArticlesOrBylawsInd>false</ChangesToArticlesOrBylawsInd>
        <UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
        <OrganizationDissolvedEtcInd>false</OrganizationDissolvedEtcInd>
        <Section508eRqrSatisfiedInd>true</Section508eRqrSatisfiedInd>
        <AtLeast5000InAssetsInd>true</AtLeast5000InAssetsInd>
        <OrgReportOrRegisterStateCd>FL</OrgReportOrRegisterStateCd>
        <Form990PFFiledWithAttyGenInd>true</Form990PFFiledWithAttyGenInd>
        <PrivateOperatingFoundationInd>false</PrivateOperatingFoundationInd>
        <NewSubstantialContributorsInd>false</NewSubstantialContributorsInd>
        <OwnControlledEntityInd>false</OwnControlledEntityInd>
        <DonorAdvisedFundInd>false</DonorAdvisedFundInd>
        <ComplyWithPublicInspRqrInd>true</ComplyWithPublicInspRqrInd>
        <WebsiteAddressTxt>N/A</WebsiteAddressTxt>
        <IndividualWithBooksNm>HELEN BROWN</IndividualWithBooksNm>
        <PhoneNum>8138320582</PhoneNum>
        <LocationOfBooksUSAddress>
          <AddressLine1Txt>PO BOX 18065</AddressLine1Txt>
          <CityNm>TAMPA</CityNm>
          <StateAbbreviationCd>FL</StateAbbreviationCd>
          <ZIPCd>33679</ZIPCd>
        </LocationOfBooksUSAddress>
        <ForeignAccountsQuestionInd>false</ForeignAccountsQuestionInd>
      </StatementsRegardingActyGrp>
      <StatementsRegardingActy4720Grp>
        <SaleOrExchDisqualifiedPrsnInd>false</SaleOrExchDisqualifiedPrsnInd>
        <BrrwOrLendDisqualifiedPrsnInd>false</BrrwOrLendDisqualifiedPrsnInd>
        <FurnGoodsDisqualifiedPrsnInd>false</FurnGoodsDisqualifiedPrsnInd>
        <PayCompDisqualifiedPrsnInd>false</PayCompDisqualifiedPrsnInd>
        <TransferAstDisqualifiedPrsnInd>false</TransferAstDisqualifiedPrsnInd>
        <PaymentToGovernmentOfficialInd>false</PaymentToGovernmentOfficialInd>
        <UndistributedIncomePYInd>false</UndistributedIncomePYInd>
        <BusinessHoldingsInd>false</BusinessHoldingsInd>
        <JeopardyInvestmentsInd>false</JeopardyInvestmentsInd>
        <UncorrectedPYJeopardyInvstInd>false</UncorrectedPYJeopardyInvstInd>
        <InfluenceLegislationInd>false</InfluenceLegislationInd>
        <InfluenceElectionInd>false</InfluenceElectionInd>
        <GrantsToIndividualsInd>false</GrantsToIndividualsInd>
        <GrantsToOrganizationsInd>false</GrantsToOrganizationsInd>
        <NoncharitablePurposeInd>false</NoncharitablePurposeInd>
        <RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
        <PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
        <ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
        <SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
      </StatementsRegardingActy4720Grp>
      <OfficerDirTrstKeyEmplInfoGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>HELEN BROWN</PersonNm>
          <USAddress>
            <AddressLine1Txt>3202 FAIR OAKS AVE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33611</ZIPCd>
          </USAddress>
          <TitleTxt>PRESIDENT</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>5.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>CAROLINE SNYDER</PersonNm>
          <USAddress>
            <AddressLine1Txt>3308 SIERRA CIRCLE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33629</ZIPCd>
          </USAddress>
          <TitleTxt>SECRETARY/TR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>5.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>MATTHEW HOLTSINGER</PersonNm>
          <USAddress>
            <AddressLine1Txt>3308 SIERRA CIRCLE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33629</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>KYLE HOLTSINGER</PersonNm>
          <USAddress>
            <AddressLine1Txt>3308 SIERRA CIRCLE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33629</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ANN LOWRY BROWN</PersonNm>
          <USAddress>
            <AddressLine1Txt>3202 FAIR OAKS AVE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33611</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ELIZABETH B BROWN</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO BOX 18065</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33679</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>ALLISON A SNYDER</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO BOX 18065</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33679</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>EMMALA P BROWN</PersonNm>
          <USAddress>
            <AddressLine1Txt>PO BOX 18065</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33679</ZIPCd>
          </USAddress>
          <TitleTxt>DIRECTOR</TitleTxt>
          <AverageHrsPerWkDevotedToPosRt>1.00</AverageHrsPerWkDevotedToPosRt>
          <CompensationAmt>0</CompensationAmt>
          <EmployeeBenefitProgramAmt>0</EmployeeBenefitProgramAmt>
          <ExpenseAccountOtherAllwncAmt>0</ExpenseAccountOtherAllwncAmt>
        </OfficerDirTrstKeyEmplGrp>
        <CompOfHghstPdEmplOrNONETxt>NONE</CompOfHghstPdEmplOrNONETxt>
        <CompOfHghstPdCntrctOrNONETxt>NONE</CompOfHghstPdCntrctOrNONETxt>
      </OfficerDirTrstKeyEmplInfoGrp>
      <SumOfProgramRelatedInvstGrp>
        <Description1Txt>N/A</Description1Txt>
      </SumOfProgramRelatedInvstGrp>
      <MinimumInvestmentReturnGrp>
        <AverageMonthlyFMVOfSecAmt>6618548</AverageMonthlyFMVOfSecAmt>
        <AverageMonthlyCashBalancesAmt>382066</AverageMonthlyCashBalancesAmt>
        <FMVAllOtherNoncharitableAstAmt>0</FMVAllOtherNoncharitableAstAmt>
        <TotalFMVOfUnusedAssetsAmt>7000614</TotalFMVOfUnusedAssetsAmt>
        <AdjustedTotalFMVOfUnusedAstAmt>7000614</AdjustedTotalFMVOfUnusedAstAmt>
        <CashDeemedCharitableAmt>105009</CashDeemedCharitableAmt>
        <NetVlNoncharitableAssetsAmt>6895605</NetVlNoncharitableAssetsAmt>
        <MinimumInvestmentReturnAmt>344780</MinimumInvestmentReturnAmt>
      </MinimumInvestmentReturnGrp>
      <DistributableAmountGrp>
        <MinimumInvestmentReturnAmt>344780</MinimumInvestmentReturnAmt>
        <TaxBasedOnInvestmentIncomeAmt>6823</TaxBasedOnInvestmentIncomeAmt>
        <TotalTaxAmt>6823</TotalTaxAmt>
        <DistributableBeforeAdjAmt>337957</DistributableBeforeAdjAmt>
        <DistributableBeforeDedAmt>337957</DistributableBeforeDedAmt>
        <DistributableAsAdjustedAmt>337957</DistributableAsAdjustedAmt>
      </DistributableAmountGrp>
      <PFQualifyingDistributionsGrp>
        <ExpensesAndContributionsAmt>274033</ExpensesAndContributionsAmt>
        <QualifyingDistributionsAmt>274033</QualifyingDistributionsAmt>
      </PFQualifyingDistributionsGrp>
      <UndistributedIncomeGrp>
        <DistributableAsAdjustedAmt>337957</DistributableAsAdjustedAmt>
        <ExcessDistributionCyovYr4Amt>270648</ExcessDistributionCyovYr4Amt>
        <TotalExcessDistributionCyovAmt>270648</TotalExcessDistributionCyovAmt>
        <QualifyingDistributionsAmt>274033</QualifyingDistributionsAmt>
        <AppliedToCurrentYearAmt>274033</AppliedToCurrentYearAmt>
        <ExcessDistriCyovAppCYCorpusAmt>63924</ExcessDistriCyovAppCYCorpusAmt>
        <ExcessDistributionCyovAppCYAmt>63924</ExcessDistributionCyovAppCYAmt>
        <TotalCorpusAmt>206724</TotalCorpusAmt>
        <UndistributedIncomeCYAmt>0</UndistributedIncomeCYAmt>
        <ExcessDistriCyovToNextYrAmt>206724</ExcessDistriCyovToNextYrAmt>
        <ExcessFromYear4Amt>206724</ExcessFromYear4Amt>
      </UndistributedIncomeGrp>
      <SupplementaryInformationGrp>
        <OnlyContriToPreselectedInd>X</OnlyContriToPreselectedInd>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>YOUNG LIFE AFRICA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>420 N CASCADE AVE</AddressLine1Txt>
            <CityNm>COLORADO SPRINGS</CityNm>
            <StateAbbreviationCd>CO</StateAbbreviationCd>
            <ZIPCd>80903</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>STAFF SALARY</GrantOrContributionPurposeTxt>
          <Amt>12000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ST JOHN'S SCHOOL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1002 S ROME AVE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33606</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>CLASSROOM NAMING</GrantOrContributionPurposeTxt>
          <Amt>25000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ST JOHN'S CHURCH</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>906 S ORLEANS AVE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33606</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>SACRED SPACES</GrantOrContributionPurposeTxt>
          <Amt>50000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>LIFEPATH HOSPICE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>310 W AZEELE ST</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33609</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>SPRING SOIREE AND HOMERUNS</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>UNIVERSITY OF TAMPA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>401 W KENNEDY BLVD</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33606</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>EDUCATION</GrantOrContributionPurposeTxt>
          <Amt>800</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ZOO TAMPA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1101 W SLIGH AVE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33604</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>KARAMU GALA</GrantOrContributionPurposeTxt>
          <Amt>12500</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>FLORIDA WILDLIFE CORRIDOR</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2606 FAIRFIELD AVE S</AddressLine1Txt>
            <AddressLine2Txt>BLDG 7</AddressLine2Txt>
            <CityNm>ST PETERSBURG</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33712</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>ENVIRONMENTAL</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>BECKY WALKER SCHOLARSHIP FUND</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>3916 W CORONA ST</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33629</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PF</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>SCIENCE SCHOLARSHIP</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>TAMPA BAY HISTORY CENTER</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>801 WATER ST</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33602</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>GALA SPONSORSHIP</GrantOrContributionPurposeTxt>
          <Amt>25000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>YOUNG LIFE SOUTHWIND</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>18115 SE 95TH STREET RD</AddressLine1Txt>
            <CityNm>OCKLAWAHA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>32179</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>15000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>CUP INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>3408 S DALE MABRY</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33629</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>TABLE SPONSOR</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>ST JOSEPH'S CHILDREN'S HOSPITAL</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>3001 W DR MARTIN LUTHER</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33607</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>20000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>YOUNG LIFE CAPERNAUM</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1123 HANCHETT AVE</AddressLine1Txt>
            <CityNm>SAN JOSE</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>95126</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>YOUNG LIFE SOUTH TAMPA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>3501 W SAN JOSE ST</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33629</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>GOLF TOURNAMENT</GrantOrContributionPurposeTxt>
          <Amt>1000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MARY LEE'S HOUSE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>2806 N ARMENIA AVE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33607</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>GALA SPONSOR</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WEDU - WHEN THE RIGHTEOUS TRIUMPH</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>1300 N BLVD</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33607</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>10000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>NEW CANAAN YMCA</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>564 SOUTH AVE</AddressLine1Txt>
            <CityNm>NEW CANAAN</CityNm>
            <StateAbbreviationCd>CT</StateAbbreviationCd>
            <ZIPCd>06840</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>4400</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>FIRST PRESBYTERIAN CHURCH</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>3302 W HORATIO ST</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33609</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>RELIGIOUS</GrantOrContributionPurposeTxt>
          <Amt>13333</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SPECIAL OPERATIONS FUND</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>901 N STUART STREET</AddressLine1Txt>
            <CityNm>ARLINGTON</CityNm>
            <StateAbbreviationCd>VA</StateAbbreviationCd>
            <ZIPCd>22203</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>DOUG TUTTLE MEMORY</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>HENRY B PLANT MUSEUM</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>401 W KENNEDY BLVD</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33606</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>EDUCATION</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>VOICES AGAINST SEXUAL ASSAULT</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>200 FRANDORSON CIR 200</AddressLine1Txt>
            <CityNm>APOLLO BEACH</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33572</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>FRAMEWORKS</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>402 E OAK AVE</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33602</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SALESIAN YOUTH CENTER</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>302 W GLADYS ST</AddressLine1Txt>
            <CityNm>TAMPA</CityNm>
            <StateAbbreviationCd>FL</StateAbbreviationCd>
            <ZIPCd>33602</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>COMMUNITY</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SAMFORD UNIVERSITY</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>800 LAKESHORE DR</AddressLine1Txt>
            <CityNm>HOMEWOOD</CityNm>
            <StateAbbreviationCd>AL</StateAbbreviationCd>
            <ZIPCd>35229</ZIPCd>
          </RecipientUSAddress>
          <RecipientFoundationStatusCd>PC</RecipientFoundationStatusCd>
          <GrantOrContributionPurposeTxt>EDUCATION</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>274033</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>179641</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <ExclusionCd>18</ExclusionCd>
          <ExclusionAmt>301451</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>85934</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>481092</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>85934</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>567026</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc2">
      <AccountingFeesDetail>
        <CategoryTxt>TAX PREP FEES</CategoryTxt>
        <Amt>3700</Amt>
        <NetInvestmentIncomeAmt>3700</NetInvestmentIncomeAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <GainLossSaleOtherAssetsSch documentId="RetDoc3">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>PAYPAL HLDGS INCORP</AssetDesc>
        <AcquiredDt>2024-05</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2025-12</SoldDt>
        <GrossSalesPriceAmt>878</GrossSalesPriceAmt>
        <BasisAmt>996</BasisAmt>
        <TotalNetAmt>-118</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <InvestmentsCorpBondsSchedule documentId="RetDoc4">
      <InvestmentsCorporateBondsGrp>
        <BondNm>RAYMOND JAMES</BondNm>
        <EOYBookValueAmt>497306</EOYBookValueAmt>
        <EOYFMVAmt>499961</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
      <InvestmentsCorporateBondsGrp>
        <BondNm>SCHWAB INVESTING</BondNm>
        <EOYBookValueAmt>10</EOYBookValueAmt>
        <EOYFMVAmt>9</EOYFMVAmt>
      </InvestmentsCorporateBondsGrp>
    </InvestmentsCorpBondsSchedule>
    <InvestmentsCorpStockSchedule documentId="RetDoc5">
      <InvestmentsCorporateStockGrp>
        <StockNm>RAYMOND JAMES</StockNm>
        <EOYBookValueAmt>1295844</EOYBookValueAmt>
        <EOYFMVAmt>2442208</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SCHWAB INVESTING</StockNm>
        <EOYBookValueAmt>2860764</EOYBookValueAmt>
        <EOYFMVAmt>3549083</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <OtherIncreasesSchedule documentId="RetDoc6">
      <OtherIncreasesDetail>
        <Desc>TIMING DIFFERENCES</Desc>
        <Amt>1301</Amt>
      </OtherIncreasesDetail>
    </OtherIncreasesSchedule>
    <OtherProfessionalFeesSchedule documentId="RetDoc7">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>SCHWAB INVESTING ADVISOR FEES</CategoryTxt>
        <Amt>28094</Amt>
        <NetInvestmentIncomeAmt>28094</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>RAYMOND JAMES ADVISOR FEES</CategoryTxt>
        <Amt>38076</Amt>
        <NetInvestmentIncomeAmt>38076</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
      <OtherProfessionalFeesDetail>
        <CategoryTxt>SCHWAB OPERATING ADVISOR FEES</CategoryTxt>
        <Amt>335</Amt>
        <NetInvestmentIncomeAmt>335</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
    <TaxesSchedule documentId="RetDoc8">
      <TaxesDetail>
        <CategoryTxt>2024 EXCISE TAX</CategoryTxt>
        <Amt>6103</Amt>
        <NetInvestmentIncomeAmt>6103</NetInvestmentIncomeAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>