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BROKER 1099 2023-01-31 2023-12-31 52067 19624 32443 32443 38269 623 0 623 0 623 0 0 0 X 0 623 0 0 false false false false false false false true true AZ true false false false false true ARDEN TRUST COMPANY 3022465400 2751 CENTERVILLE RD STE 400 WILMINGTON DE 19808 false false false false true false false false false false false false false false false true false false false false false false false ARDEN TRUST COMPANY 2751 CENTERVILLE RD STE 400 WILMINGTON DE 19808 TRUSTEE 1 12463 NONE 0 NONE 0 2567725 69590 0 2637315 0 0 2637315 39560 2597755 129888 129888 623 623 129265 0 129265 0 129265 46859 0 0 0 0 46859 129265 42244 0 0 0 0 0 0 0 46859 42244 0 0 4615 0 0 0 0 0 0 0 0 124650 0 0 0 0 0 0 0 0 X AZ ANIMAL WELFARE LEAGUE SPCA ATTN LAURA HINZE-DONER MANAGER PHOENIX AZ 85034 NONE PC GENERAL OPERATING 14046 WILMINGTON FRIENDS SCHOOL ATTN CHAD OKANE 101 SCHOOL ROA WILMINGTON DE 19803 NONE I SCHOLARSHIPS 9399 ARIZONA HUMANE SOCIETY 1521 WEST DOBBINS ROAD PHOENIX AZ 85041 NONE PC GENERAL OPERATING 9399 SUN VALLEY ANIMAL SHELTER INC ATTN BARBARA WALTER TREASURER GLENDALE AZ 85307 NONE PC GENERAL OPERATING 9399 42243 14 39477 18 38269 77746 77746 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 SEE ATTACHED STATEMENT 02079K107 ALPHABET INCORPORATI AT COST 17523 50030 02079K305 ALPHABET INCORPORATI AT COST 3357 34923 023135106 AMAZON COM INC AT COST 3319 75970 025816109 AMERICAN EXPRESS CO AT COST 42601 93670 032654105 ANALOG DEVICES INC AT COST 37416 89352 037833100 APPLE INC AT COST 3803 48133 052769106 AUTODESK INC AT COST 2699 24348 084670702 BERKSHIRE HATHAWAY C AT COST 65717 106998 097023105 BOEING CO/THE AT COST 57386 84715 099724AJ5 BORGWARNER INC SR NT AT COST 24987 25436 14040HBF1 CAPITAL ONE FINANCIA AT COST 24587 24828 14040HBG9 CAPITAL ONE FINL COR AT COST 24850 25379 18915M107 CLOUDFLARE INC CL A AT COST 54196 83260 20030N101 COMCAST CORP AT COST 9614 43850 22788C105 CROWDSTRIKE HLDGS IN AT COST 19904 51064 244199105 DEERE & CO AT COST 15759 19994 247361702 DELTA AIR LINES INC AT COST 72526 72414 26142V105 DRAFTKINGS INC NEW C AT COST 29794 35250 29379VBE2 ENTERPRISE PRODUCTS AT COST 25039 24672 30303M102 FACEBOOK INC CL-A AT COST 1144 17698 437076102 HOME DEPOT INC/THE AT COST 3883 34655 438516106 HONEYWELL INTERNATIO AT COST 6468 20971 45826J105 INTELLIA THERAPEUTIC AT COST 19626 22868 46625H100 J P MORGAN CHASE & C AT COST 6991 34020 478160104 JOHNSON & JOHNSON AT COST 12741 32132 482480100 KLA-TENCOR CORP AT COST 66815 101728 50540RAQ5 LABORATORY CORP AMER AT COST 24229 24575 512807108 LAM RESH CORP AT COST 26947 35247 512807AN8 LAM RESEARCH CORP NO AT COST 24496 24682 532457108 ELI LILLY & CO AT COST 22837 116584 571748102 MARSH & MCLENNAN COS AT COST 3818 22736 571748BF8 MARSH & MCLENNAN COS AT COST 24721 24897 573284106 MARTIN MARIETTA MATE AT COST 23489 67353 573874104 MARVELL TECHNOLOGY G AT COST 44029 45233 594918104 MICROSOFT CORP AT COST 5215 75208 60770K107 MODERNA INC AT COST 17978 12929 69404D108 PACIFIC BIOSCIENCES AT COST 9044 12753 717081103 PFIZER INC AT COST 48277 28790 74624M102 PURE STORAGE INC CL AT COST 43739 46358 75513E101 RAYTHEON TECHNOLOGIE AT COST 8262 12621 808513BB0 SCHWAB CHARLES CORP AT COST 24461 24713 833445109 SNOWFLAKE INC CL A AT COST 41330 49750 854502AS0 STANLEY BLACK & DECK AT COST 19985 20035 871607107 SYNOPSYS INC AT COST 6926 7724 880770102 TERADYNE INC AT COST 86148 75964 882508104 TEXAS INSTRUMENTS IN AT COST 3244 17046 883203BV2 TEXTRON INC DTD 11/0 AT COST 24305 24564 893641100 TRANSDIGM GROUP INC AT COST 30672 35406 90353T100 UBER TECHNOLOGIES IN AT COST 67252 123140 90364P105 UIPATH INC CL A AT COST 30696 39868 9128283V0 U S TREASURY NOTE DT AT COST 24884 24415 9128284F4 U S TREASURY NOTE DT AT COST 24963 24411 9128284M9 U S TREASURY NOTE DT AT COST 24951 24457 9128285U0 U S TREASURY NOTE NT AT COST 24921 25000 912828B66 US TREASURY BOND 2.7 AT COST 24750 24921 912828WJ5 US TREASURY NOTE 2.5 AT COST 24990 24756 912828XZ8 U S TREASURY NOTE DT AT COST 25000 24391 91282CFK2 UNITED STATES TREAS AT COST 24791 24637 91282CGG0 UNITED STATES TREAS AT COST 24863 24846 91282CGN5 UNITED STATES TREAS AT COST 24891 24987 91282CHN4 UNITED STATES TREAS AT COST 24928 25117 91282CHV6 UNITED STATES TREAS AT COST 19980 20188 91324P102 UNITEDHEALTH GROUP I AT COST 61526 105294 91332U101 UNITY SOFTWARE INC C AT COST 30839 30668 92532F100 VERTEX PHARMACEUTICA AT COST 17456 20345 92826C839 VISA INC AT COST 931 13018 98956PAF9 ZIMMER BIOMET HLDGS AT COST 24152 24465 98978V103 ZOETIS INC AT COST 4578 29606 G51502105 JOHNSON CTLS INTL PL AT COST 4478 11528 G5960L103 MEDTRONIC PLC SHS AT COST 20342 18947 H5919C104 ON HLDG AG NAMEN AKT AT COST 48008 40455 N20944109 CNH INDUSTRIAL NV AT COST 23253 18270 COST BASIS ADJUSTMENT 2588 INVESTMENT EXPENSES-DIVIDEND I 15 15 0 OTHER EXPENSE (NON-DEDUCTIBLE 23572 23572