A. Advisory Account holding Structured Notes › Bank of Montreal 12-Month Digital Buffer Note SPX/RTY/NDX [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes › Bank of Montreal 13-Month Digital Barrier Note SPX/RTY [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes › Bank of Montreal 13-Month Digital Buffer Note RTY/SPX - November 2025 [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes › Barclays 2 yr Digital Note INDU/RTY [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes › BNP Paribas 3 yr Dual Direction Buffered Note SPX [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes › BNP Paribas 4 yr Barrier Note INDU/RTY [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes › BNP Paribas 5 yr Barrier Note INDU/NDX/RTY [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes › Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF]금액 미신고
펀드
A. Advisory Account holding Structured Notes › Insured Bank Deposit Program [BA]금액 미신고
은행예금
A. Advisory Account holding Structured Notes › JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- December 2025 [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes ›금액 미신고
JP Morgan 3-year auto callable buffer note RTY- December 2025 [GS]$25,000,000 ~ $25,000,000
국공채
A. Advisory Account holding Structured Notes › JP Morgan 5 year Barrier Note INDU/NDX/RTY - November 2025 [CS]금액 미신고
회사채
A. Advisory Account holding Structured Notes › Morgan Stanley 2.5 yr Dual Direction Buffered Note INDU/NDX [CS]금액 미신고
회사채
B. Registered Index Linked Annuity (RILA) › Allianz Buffered Annuity - S&P 500 Dual Direction Trigger [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Allianz Buffered Annuity - S&P 500 Trigger [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Brighthouse Buffered Annuity Russell 2000 Cap Rate [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Brighthouse Buffered Annuity S&P 500 Trigger Rate [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Equitable S&P 500 Dual Direction Trigger [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Jackson National Buffered Annuity S&P 500 Annual cap rate [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Jackson National Buffered Annuity S&P 500 with Annual cap rate and enhanced participation [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) ›금액 미신고
Lincoln Level Advantage 3 year First Trust Cap Strength [OP]$25,000,000 ~ $25,000,000
연금·옵션
B. Registered Index Linked Annuity (RILA) › Lincoln Level Advantage 6 year First Trust American Leadership [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Lincoln Level Advantage 6 year First Trust Cap Strength [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Lincoln Level Advantage Buffered Annuity - S&P 500 trigger [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Lincoln Level Advantage Buffered Annuity S&P 500 Cap [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Prudential Buffered Annuity - S&P 500 Tiered Participation - 10% Buffer [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Prudential Buffered Annuity - S&P 500 Tiered Participation - 5% Buffer [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Prudential Buffered Annuity - S&P 500 Tiered Particpation [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Prudential Buffered Annuity - S&P 500 Trigger Rate Plus [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Prudential RILA - 10% Buffer 3-year S&P 500 Index [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [OP]금액 미신고
연금·옵션
B. Registered Index Linked Annuity (RILA) › Symetra Buffered Annuity S&P 500 with enhanced particpation [OP]금액 미신고
연금·옵션
C. Fixed Indexed Annuity › AIG Power Protector S&P 500 point-to-point [FN]금액 미신고
FN
C. Fixed Indexed Annuity › Athene Accumulator S&P 500 point-to-point [FN]금액 미신고
FN
C. Fixed Indexed Annuity › Global Atlantic Fore Accumulation 5 S&P 500 point-to-point [FN]금액 미신고
FN
C. Fixed Indexed Annuity › Global Atlantic Fore Accumulation 5 S&P 500 trigger [FN]금액 미신고
FN
C. Fixed Indexed Annuity › Lincoln Optiblend 5 S&P 500 Trigger [FN]금액 미신고
FN
C. Fixed Indexed Annuity › Mass Mutual S&P 500 point-to-point [FN]금액 미신고
FN
D. Opportunity Zone Funds › Cantor Fitzgerald Opportunity Zone Fund [RE]금액 미신고
RE
D. Opportunity Zone Funds › Griffin Capital Opportunity Zone Fund III [RE]금액 미신고
RE
D. Opportunity Zone Funds › Inland Self Storage Opportunity Zone Fund [RE]금액 미신고
RE
D. Opportunity Zone Funds ›금액 미신고
Inland Student Housing Opportunity Zone Fund [RE]$25,000,000 ~ $25,000,000
RE
D. Opportunity Zone Funds › Pacific Oak Opportunity Zone Fund [RE]금액 미신고
RE
E. Pershing Brokerage Account › Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF]금액 미신고
펀드
E. Pershing Brokerage Account › Insured Bank Deposit Program [BA]금액 미신고
은행예금
F. Lincoln Level Advantage IRA › Lincoln Level Advantage 6-year Capital Strength [OP]금액 미신고
연금·옵션
F. Lincoln Level Advantage IRA › Lincoln Level Advantage 6-year Russell 2000 [OP]금액 미신고
연금·옵션
F. Lincoln Level Advantage IRA › Lincoln Level Advantage 6-year S&P 500 [OP]금액 미신고
연금·옵션
F. Lincoln Level Advantage IRA › PIMCO Fds Low Duration Fd Cl A (PTLAX) [MF]금액 미신고
펀드
G. Old National Bank Accounts › ONB Joint Checking [BA]금액 미신고
은행예금
G. Old National Bank Accounts › ONB Money Market [BA]금액 미신고
은행예금
G. Old National Bank Accounts › ONB Perry Properties Checking Account [BA]금액 미신고
은행예금
G. Old National Bank Accounts › ONB Personal Checking [BA]금액 미신고
은행예금
G. Old National Bank Accounts › Shreve & Company Checking [BA]금액 미신고
은행예금
G. Old National Bank Accounts › Storage Express Construction Checking [BA]금액 미신고
은행예금
H. Chase Bank Checking Account › Chase Bank Checking Account [BA]금액 미신고
은행예금
I. EXR OP Units Account › Extra Space Storage Inc Common Stock (EXR) [ST]$50,000,000 ~ 상한 없음
주식
J. Account Holding Northwest Bancshares › Northwest Bancshares, Inc. - Common Stock (NWBI) [ST]$15,001 ~ $50,000
주식
K. Perry Properties LLC › Residential Property 1 [RP]금액 미신고
부동산
K. Perry Properties LLC › Residential Property 2 [RP]금액 미신고
부동산
K. Perry Properties LLC › Residential Property 3 [OL]금액 미신고
사업체
K. Perry Properties LLC › Residential Property 4 [OL]금액 미신고
사업체
L. Breffnimor LLC › Residential Property 1 [OL]금액 미신고
사업체
M. Carmichael Center LP › Residential Property 1 [OL]금액 미신고
사업체
N. Storage Express Construction › Storage Express Construction LLC [OL]금액 미신고
사업체
O. Universal Indexed Life Insurance › Midland Life Insurance Policy I - S&P 500 [OT]금액 미신고
기타
O. Universal Indexed Life Insurance › Midland Life Insurance Policy II - S&P 500 [OT]금액 미신고
기타
O. Universal Indexed Life Insurance › Midland Life Insurance Policy III - S&P 500 [OT]$15,001 ~ $50,000
기타
O. Universal Indexed Life Insurance › Midland Life Insurance Policy IV - S&P 500 [OT]금액 미신고
기타
O. Universal Indexed Life Insurance › Nationwide Life Insurance Policy - S&P 500 [OT]금액 미신고
기타
O. Universal Indexed Life Insurance › Protective Life Insurance - S&P 500 [OT]$1,001 ~ $15,000
기타
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › 1. Charitable Remainder Trust #2 Description [OT]금액 미신고
기타
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › Columbia Emerging Markets Bond Fund Class A (REBAX) [MF]금액 미신고
펀드
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) ›금액 미신고
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › Fidelity Contrafund K6 (FLCNX) [MF]금액 미신고
펀드
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF]금액 미신고
펀드
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › Insured Bank Deposit Program [BA]$1,001 ~ $15,000
은행예금
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › JPMorgan Core Bond A (PGBOX) [MF]금액 미신고
펀드
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › Lord Abbett Investment Trust Short Duration Income Fd Cl A (LALDX) [MF]금액 미신고
펀드
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › LVIP Franklin Templeton Mult-Factor Emerging Markets Equity Fund [OT]금액 미신고
기타
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › Macquarie Opportunity Fund Institutional (FIVUX) [MF]금액 미신고
펀드
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › SSGA S&P 500 Index Fd (SVSPX) [MF]금액 미신고
펀드
P. Charitable Remainder Trust #2 (Trust-owned, independent third-party managed assets; remainder to charity) › Templeton Foreign Fund Class A (TEMFX) [MF]금액 미신고
펀드
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › 1. Charitable Remainder Trust #1 Description [OT]금액 미신고
기타
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › 3M Company Common Stock (MMM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Abbott Laboratories Common Stock (ABT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › AbbVie Inc. Common Stock (ABBV) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Adobe Inc. - Common Stock (ADBE) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Advanced Micro Devices, Inc. (AMD) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Agilent Technologies, Inc. Common Stock (A) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Akamai Technologies, Inc. - Common Stock (AKAM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Albemarle Corporation Common Stock (ALB) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Alnylam Pharmaceuticals, Inc. - Common Stock (ALNY) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Alphabet Inc. - Class A Common Stock (GOOGL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Alphabet Inc. - Class C Capital Stock (GOOG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Amazon.com, Inc. - Common Stock (AMZN) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › American Eagle Outfitters, Inc. Common Stock (AEO) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › American Express Company Common Stock (AXP) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › American International Group, Inc. New Common Stock (AIG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › American Tower Corporation (AMT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Analog Devices, Inc. - Common Stock (ADI) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Apple Inc. - Common Stock (AAPL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Applied Materials, Inc. - Common Stock (AMAT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Applovin Corporation - Class A Common Stock (APP) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Aptiv PLC Ordinary Shares (APTV) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Arch Capital Group Ltd. - Common Stock (ACGL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Ares Management Corporation Class A Common Stock (ARES) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Arista Networks, Inc. Common Stock (ANET) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › AT&T Inc. (T) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Autodesk, Inc. - Common Stock (ADSK) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Automatic Data Processing, Inc. - Common Stock (ADP) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › AutoZone, Inc. Common Stock (AZO) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › AvalonBay Communities, Inc. Common Stock (AVB) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Axon Enterprise, Inc. - Common Stock (AXON) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Ball Corporation Common Stock (BALL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Bank of America Corporation Common Stock (BAC) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Berkshire Hathaway Inc. Common Stock (BRK.A) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › BlackRock, Inc. Common Stock (BLK) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Boeing Company (BA) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Booking Holdings Inc. - Common Stock (BKNG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Boston Scientific Corporation Common Stock (BSX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Bristol-Myers Squibb Company Common Stock (BMY) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Broadcom Inc. - Common Stock (AVGO) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Buckle, Inc. (BKE) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Cadence Design Systems, Inc. - Common Stock (CDNS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Carnival Corporation Common Stock (CCL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Casella Waste Systems, Inc. - Class A Common Stock (CWST) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Caterpillar, Inc. Common Stock (CAT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Cboe Global Markets, Inc. (CBOE) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Cencora, Inc. Common Stock (COR) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Centene Corporation Common Stock (CNC) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Charles Schwab Corporation (SCHW) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Charter Communications, Inc. - Class A Common Stock (CHTR) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Cheniere Energy, Inc. Common Stock (LNG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Chevron Corporation Common Stock (CVX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Cintas Corporation - Common Stock (CTAS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Cisco Systems, Inc. - Common Stock (CSCO) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Citigroup Inc 5.875 2033-02-22 [CS]금액 미신고
회사채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Citizens Financial Group, Inc. Common Stock (CFG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Clorox Company (CLX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Cloudflare, Inc. Class A Common Stock (NET) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › CME Group Inc. - Class A Common Stock (CME) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › CNO Financial Group, Inc. Common Stock (CNO) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Coca-Cola Company (KO) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Comcast 6.50%maturing 11/15/35 [CS]금액 미신고
회사채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Comcast Corporation - Class A Common Stock (CMCSA) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › ConocoPhillips Common Stock (COP) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Constellation Energy Corporation - Common Stock (CEG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Copart, Inc. - Common Stock (CPRT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ›금액 미신고
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Coterra Energy Inc. Common Stock (CTRA) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Crown Castle Inc. Common Stock (CCI) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › CRT - Standard Unit Trust [OT]금액 미신고
기타
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › CSX Corporation (CSX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › CVS Health Corporation Common Stock (CVS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Danaher Corporation Common Stock (DHR) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned,금액 미신고
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Delta Air Lines, Inc. Common Stock (DAL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Denton Tx Ctfs Oblig 01 May 2017 5% Feb 2029 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Devon Energy Corporation Common Stock (DVN) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Discover Financial Services Common Stock (DFS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › District Columbia Income Tax Rev 5.000 2032-03-01 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Dollar General Corporation Common Stock (DG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › DoorDash, Inc. - Common Stock (DASH) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Edwards Lifesciences Corporation Common Stock (EW) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Elevance Health, Inc. Common Stock (ELV) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Eli Lilly and Company Common Stock (LLY) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › EPAM Systems, Inc. Common Stock (EPAM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Fidelity Insti Money Market Funds Money Market Port - Inst Cl (FNSXX) [MF]금액 미신고
펀드
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Fidelity National Information Services, Inc. Common Stock (FIS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › First Busey Corporation - Common Stock (BUSE) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Fortinet, Inc. - Common Stock (FTNT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › GE Aerospace Common Stock (GE) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › GE Vernova Inc. Common Stock (GEV) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › General Motors Financial 2.35 2031-101-08/ 37045xde3 [CS]금액 미신고
회사채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Goldman Sachs Group, Inc. (GS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Grand Praire Tex 5.0000 2032-02-15 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Halliburton Company Common Stock (HAL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Hanover Insurance Group Inc (THG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Highwoods Properties, Inc. Common Stock (HIW) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › HNI Corporation Common Stock (HNI) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Home BancShares, Inc. Common Stock (HOMB) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Home Depot, Inc. (HD) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Honeywell International Inc. (HON) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Hope Bancorp, Inc. - Common Stock (HOPE) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Houston Tex 5.000 2031-03-01/ 4423315C4 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Hubbell Inc Common Stock (HUBB) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › IDACORP, Inc. Common Stock (IDA) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › IDEX Corporation Common Stock (IEX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Insured Bank Deposit Program [BA]$1,001 ~ $15,000
은행예금
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › International Business Machines Corporation Common Stock (IBM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Intuit Inc. - Common Stock (INTU) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Intuitive Surgical, Inc. - Common Stock (ISRG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › JP Morgan 4.912 7-25-33 '32/ 46647PDH6 [CS]금액 미신고
회사채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › JP Morgan Chase & Co. Common Stock (JPM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Kansas City MO 4.0000 2030-02-01 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Kroger Company (KR) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Lam Research Corporation - Common Stock (LRCX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Laredo TEX 5.000 2031-2-15/ 516824JB6 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Lazard, Inc. Common Stock (LAZ) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Lennar Corporation Class A Common Stock (LEN) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Linde plc - Ordinary Shares (LIN) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Littelfuse, Inc. - Common Stock (LFUS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Lowe's Companies, Inc. Common Stock (LOW) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › lululemon athletica inc. - Common Stock (LULU) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Marathon Petroleum Corporation Common Stock (MPC) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Marvell Technology, Inc. - Common Stock (MRVL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Mastercard Incorporated Common Stock (MA) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Match Group, Inc. - Common Stock (MTCH) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › McDonald's Corporation Common Stock (MCD) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › McKesson Corporation Common Stock (MCK) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Medtronic plc. Ordinary Shares (MDT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Merck & Company, Inc. Common Stock (MRK) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Meta Platforms, Inc. - Class A Common Stock (META) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01-01/ 592112UX2 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Microsoft Corporation - Common Stock (MSFT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Minnesota St 5.00000 2025-08-01 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Morgan Stanley Common Stock (MS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Nasdaq, Inc. - Common Stock (NDAQ) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Netflix, Inc. - Common Stock (NFLX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › New York NY Ref-Ser E 27 May 2016 5% Aug 2028 [GS]$1 ~ $1,000
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › New York NY Transitional Fin Auth Bldg Aid Rev 5.0000금액 미신고
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Newmont Corporation (NEM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Nextrata Energy Inc. (NXTA) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › NiSource Inc Common Stock (NI) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Occidental Petroleum Corporation Common Stock (OXY) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › OGE Energy Corp Common Stock (OGE) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Old Republic International Corporation Common Stock (ORI) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to금액 미신고
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Oviedo FLA Util Rev 5.0000 2032-10-01 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Palo Alto Networks, Inc. (PANW) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › PayPal Holdings, Inc. - Common Stock (PYPL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Pepsico, Inc. (PEP) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Philip Morris International Inc Common Stock (PM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Phillips 66 Common Stock (PSX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › PNC Finl Svc 6.875 10/20/34 '33 FRN [CS]금액 미신고
회사채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Primerica, Inc. Common Stock (PRI) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Procter & Gamble Company (PG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Progressive Corporation (PGR) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Prologis, Inc. Common Stock (PLD) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Prudential Financial, Inc. Common Stock (PRU) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › PulteGroup, Inc. Common Stock (PHM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Rapid7, Inc. - Common Stock (RPD) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Realty Income Corporation Common Stock (O) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Ross Stores, Inc. - Common Stock (ROST) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Royal Gold, Inc. - Common Stock (RGLD) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › RTX Corporation Common Stock (RTX) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Rush Enterprises, Inc. - Class A Common Stock (RUSHA) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › S W Allen IN Multi Sch Co 1st Mtge 01 Oct 2020 5% 15 Jul 2029 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › S&P Global Inc. Common Stock (SPGI) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Salesforce, Inc. Common Stock (CRM) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › SBA Communications Corporation - Class A Common Stock (SBAC) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Schneider National, Inc. Common Stock (SNDR) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › SEI Daily Income Trust Government II Fund Class F (TCGXX) [MF]금액 미신고
펀드
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F (TMLCX) [MF]금액 미신고
펀드
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › SEI International Equity Fund Class F (SEITX) [MF]금액 미신고
펀드
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › SEI International Trust Emerging Markets Equity Fund Class F (SIEMX) [MF]금액 미신고
펀드
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › SEI Tax-Managed Small/Mid Cap Fund Class F (STMSX) [MF]금액 미신고
펀드
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Sherwin-Williams Company (SHW) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Simon Property Group, Inc. Common Stock (SPG) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Snowflake Inc. Class A Common Stock (SNOW) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Spotify Technology S.A. Ordinary Shares (SPOT) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Strategy Inc - Class A Common Stock (MSTR) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Synopsys, Inc. - Common Stock (SNPS) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Sysco Corporation Common Stock (SYY) [ST]금액 미신고
주식
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Tesla, Inc. - Common Stock (TSLA) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Texas Instruments Incorporated - Common Stock (TXN) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › The Carlyle Group Inc. - Common Stock (CG) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › The Cigna Group Common Stock (CI) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › TJX Companies, Inc. (TJX) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Trane Technologies plc (TT) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Transdigm Group Incorporated Common Stock (TDG) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Uber Technologies, Inc. Common Stock (UBER) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › United Community Banks, Inc. - Common Stock (UCBI) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › United Parcel Service, Inc. Common Stock (UPS) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Verizon Communications Inc. Common Stock (VZ) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Visa Inc. (V) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15 [GS]금액 미신고
국공채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Walmart Inc. Common Stock (WMT) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Walt Disney Company (DIS) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Wells Fargo & Company Common Stock (WFC) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Wells Fargo 5.574 07/25/29 '28 Mtn [CS]금액 미신고
회사채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Wells Fargo 6.491 10/23/34 '33 MTN [CS]금액 미신고
회사채
Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Welltower Inc. (HCN) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Western Digital Corporation - Common Stock (WDC) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Williams Companies, Inc. (WMB) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Workday, Inc. - Class A Common Stock (WDAY) [ST]금액 미신고
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Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) › Zoom Technologies, Inc. (ZOOM) [ST]금액 미신고
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