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YAKIMA WA 989088728 18409 X X 238 JEN LEARY 504 ARBORVITAE COURT WAXHAW NC 28173 400278 X X 239 JOHN TAUER 16552 DULUTH TRAIL LAKEVILLE MN 55044 45770 X X 240 MICHAEL PRINZO 4985 PERSIMMON LN CASTLE ROCK CO 801097720 41360 X X 241 NANCY BROWN 3827 BRAMWYCK DR CHARLOTTE NC 28210 159888 X X 242 SHAREY WANG 1925 CENTURY PARK E FL 16 LOS ANGELES CA 900672701 60698 X X 243 TIMOTHY WARREN 12 BROOK HILL RD FISKDALE MA 015181053 25397 X X 12 8000 SHARES SCHWAB US TREASURY MONEY INVESTOR 8000 2025-11-26 13 10 SHARES MICROSOFT CORP 5038 2025-07-23 16 197 SHARES OF INVESCO S&P 500 QUALITY ETF 14948 2025-12-16 20 190 SHARES ISHARES S&P 500 GROWTH ETF 20191 2025-06-16 32 4 SHARES BROADCOM INC, 11 SHARES KLA CORP 14750 2025-12-31 38 181 SHARES VANGUARD S&P 500 ETF 100174 2025-12-15 39 32 SHARES VANGUARD S&P 500 ETF 20082 2025-12-19 42 64 SHARES SPDR S&P 500 ETF 40401 2025-11-20 49 29 SHARES ISHARES CORE S&P 500 ETF 20019 2025-12-23 52 16 SHARES VANGUARD S&P 500 ETF 10022 2025-11-26 54 645 SHARES DIMENSIONAL U S CORE EQUITY ETF 24991 2025-10-02 56 39.917 SHARES INVSC QQQ TRUST SRS 1 ETF 24585 2025-12-22 58 130 SHARES VANGUARD S&P 500 ETF 81712 2025-12-10 61 16 SHARES VANGUARD S&P 500 ETF 10017 2025-11-26 64 143 SHARES INVESCO S&P 500 QUALITY ETF 9990 2025-06-13 66 72 SHARES VANGUARD S&P 500 ETF 45196 2025-12-19 70 680 SHARES SCHWAB 1000 INDEX 10044 2025-12-03 71 138 SHARES NVIDIA CORP 24968 2025-12-11 75 24 SHARES VANGUARD S&P 500 ETF 15002 2025-12-16 80 40 SHARES APPLE INC 10275 2025-09-25 81 143 SHARES OF STOCK (CATERPILLAR INC, IBM CORP, WALMART INC, VANGUARD S&P 500 ETF) 24891 2025-12-22 85 19 SHARES VANGUARD S&P 500 ETF 11967 2025-12-09 86 77 SHARES WILLIAMS COS INC; 183 SHARES CITIGROUP INC 25207 2025-12-11 90 42 SHARES ISHARES RUSSELL 1000 GROWTH ETF 20097 2025-12-09 100 201 SHARES VANGUARD S&P 500 ETF 125024 2025-12-19 104 714 SHARES INVESCO S&P 500 QUALITY ETF 50258 2025-06-13 107 67 SHARES INVESCO S&P 500 QUALITY ETF 5052 2025-12-10 108 143 SHARES DONALDSON INC 9955 2025-06-04 109 191 SHARES ST STRT SPDR PRTL S&P 500 GRW ETF IV 20107 2025-12-18 110 3089 SHARES OF STOCK (ALIGNMENT HEALTHCARE INC, APPLOVIN CORP, BROADCOM INC, GE VERNOVA INC, GUARDAN 120220 2025-06-16 112 33 SHARES INVESCO S&P 500 QUALITY ETF; 48 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF 5447 2025-12-10 117 137 SHARES INVESCO S&P 500 QUALITY ETF; 48 SHARES VANGUARD S&P 500 ETF 35235 2025-01-09 126 25 SHARES VANGUARD S&P 500 ETF 15162 2025-09-16 129 48 SHARES VANGUARD S&P 500 ETF 30270 2025-12-05 137 25 SHARES SPDR PORTFOLIO DVLPD WRLD EX-US ETF; 132 SHARES ST STRT SPDR PRTL S&P 500 GRW ETF IV 15161 2025-12-19 138 48 SHARES VANGUARD S&P 500 ETF 30193 2025-12-09 139 32 SHARES VANGUARD S&P 500 ETF 20137 2025-12-22 142 79 SHARES VANGUARD S&P 500 ETF 49451 2025-12-16 152 185 SHARES ST STRT SPDR PRTL S&P 500 GRW ETF IV 19913 2025-12-29 166 146 SHARES CATERPILLAR INC 85032 2025-12-22 168 27 SHARES INVESCO S&P 500 QUALITY ETF 2058 2025-12-12 171 49 SHARES VANGUARD S&P 500 ETF 30853 2025-12-22 172 63 SHARES MICROSOFT CORP 30491 2025-12-18 176 32 SHARES VANGUARD S&P 500 ETF 19904 2025-12-19 179 83 SHARES VANGUARD GROWTH ETF 40097 2025-12-15 188 160 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF 10057 2025-12-12 189 79 SHARES COLUMBIA SELIGMAN TECH & INFO A 10001 2025-06-26 195 330 SHARES INVESCO S&P 500 QUALITY ETF 24988 2025-12-19 196 50 SHARES ISHARES S&P 500 GROWTH ETF 6103 2025-12-16 197 72 SHARES VANGUARD S&P 500 ETF 44742 2025-12-18 205 9 SHARES VANGUARD S&P 500 ETF 5336 2025-08-14 218 499 SHARES VANGUARD S&P 500 ETF 30557 2025-12-16 219 50 SHARES VANGUARD S&P 500 ETF 30374 2025-09-15 225 2 SHARES VANGUARD S&P 500 ETF; 50 SHARES INVESCO S&P 500 QUALITY ETF 5054 2025-12-22 227 28 SHARES VANGUARD S&P 500 ETF; 57 SHARES INVESCO S&P 500 QUALITY ETF 20216 2025-07-07 231 552 SHARES SPDR MSCI ACWI EX-US ETF 17984 2025-08-05 232 191 SHARES ST STRT SPDR PRTL S&P 500 GRW ETF IV; 32 SHARES VANGUARD S&P 500 ETF 40304 2025-12-12 234 740 SHARES OF STOCK (INVESCO S&P 500 QUALITY ETF, VANGUARD FTSE DEV MARKETS ETF, VANGUARD S&P 500 ET 111956 2025-10-20 236 59 SHARES VANGUARD S&P 500 ETF; 18 SHARES META PLATFORMS INC CLASS A 45808 2025-12-31 237 31 SHARES VANGUARD S&P 500 ETF 18409 2025-12-31 238 2839 SHARES OF STOCK (INVESCO S&P 500 QUALITY ETF, ST STRET SPDR PRTFL S&P 600 S C ETF, VANGUARD FTS 400278 2025-12-31 239 47 SHARES VISA; 135 SHARES JD.COM; 112 SHARES ISHARES S&P 500 VALUE ETF 45770 2025-12-31 240 125 SHARES VANGUARD FTSE DEV MARKETS ETF; 320 SHARES PROSHARES S&P 500 DIV AR. ETF 40860 2025-12-31 241 1234 SHARES OF NVIDIA CORP 159888 2025-12-31 242 97 SHARES OF STOCK (ISHARES CORE S&P 500 ETF, VANGUARD TOTAL STOCK MARKET ETF, ISHARES CORE S&P 500 60698 2025-12-31 243 1027 SHARES OF SCHWAB US BROAD MARKET ETF 24983 2025-12-31 AUDIT FEES 12729 3182 0 9547 BUILDERS BRIDGE 2649 BREKONRIDGE CENTRE DR MONROE NC 28110 2025-11-18 5000 TO SUPPORT HOME IMMERSION TOURS, WHICH INTRODUCE HIGH SCHOOL STUDENTS TO ATTAINABLE CAREERS IN THE HOMEBUILDING INDUSTRY, THROUGH HANDS-ON SITE VISITS AND CAREER EXPLORATION. THESE TOURS PROMOTE AWARENESS OF SKILLED TRADES AS PATHWAYS TO ECONOMIC MOBILITY AND HELP BUILD A MORE INFORMED AND DIVERSE FUTURE WORKFORCE. 5000 NONE NO REPORTS DUE DURING TAXABLE YEAR. THE ORGANIZATION IS NOT AWARE THAT THE GRANTEES DIVERTED ANY FUNDS FROM THE PURPOSE OF THE GRANT. ALTHOUGH THE GRANT REPORT ITSELF IS NOT DUE UNTIL NOVEMBER 17, 2026, PER THE GRANT CONTRACT, THE GRANTEE IS REQUIRED TO NOTIFY THE FOUNDATION OF ANY CHANGES THAT DIVERGE FROM THE PLAN ARTICULATED IN THE GRANT APPLICATION. MICROSOFT CORP 30468 30468 INVESCO S&P 500 121581 121581 VANGUARD S&P 500 ETF 812133 812133 INVSC QQQ TRUST SRS 1 24553 24553 ISHARES CORE S&P 500 49316 49316 ISHARES RUSSELL 1000 19879 19879 ISHARES S&P 500 GROWTH 6163 6163 ISHARES S&P 500 VALUE 23752 23752 SCHWAB US BROAD MARKET 8813 8813 SPDR PORTFOLIO DVLPD 1110 1110 ST STRET SPDR PRTFL S&P 19916 19916 ST STRT SPDR PRTL S&P 74583 74583 VANGUARD FTSE DEVELOPED 185973 185973 VANGUARD FTSE EMERGING 7311 7311 VANGUARD GROWTH ETF 40492 40492 VANGUARD INTL DIVIDEND 16187 16187 VANGUARD TOTAL STOCK 1006 1006 BROADCOM INC 1385 1385 CATERPILLAR INC 95669 95669 CITIGROUP INC 21354 21354 IBM CORP 2666 2666 KLA CORP 13366 13366 NVIDIA CORP 25737 25737 WALMART INC 9916 9916 WILLIAMS COS INC 4628 4628 SCHWAB 1000 INDEX 9894 9894 TECHNOLOGY 113475 0 0 114998 INSURANCE 923 0 0 934 POSTAGE AND DELIVERY 250 0 0 250 PROFESSIONAL DEVELOPMENT 1501 0 0 1501 DUES AND SUBSCRIPTION 630 0 0 630 BANK FEES 13180 0 0 13180 UNREALIZED GAIN 964 CONSULTING 7730 0 0 5595 JEN LEARY 220 SOUTH 6TH STREET MINNEAPOLIS MN 55402 FEDERAL EXCISE TAXES 5338 0 0 0 FOREIGN TAXES 0 227 0 0