2024-08-07T15:15:28-04:00 2023-12-31 273774197 MODERA WEALTH MANAGEMENT LLC 85 PEACHTREE RD ASHEVILLE NC 28803 990PF 2023-01-01 856798871 THE DEEGAN FAMILY CHARITABLE FOUNDATION DEEG 3018653968 4005 TRANQUILITY COURT MONROVIA MD 21770 REBECCA DEEGAN TRUSTEE 3018653968 2024-06-30 true false MOLLIE SWANN CPA P01675837 8282777400 2024-07-01 2023 2024-08-08 14:25:15Z X 1895566 X X 99 99 44346 43976 123566 389940 123566 168011 167641 1850 1850 1310 1310 6538 6538 9698 9698 0 118960 118960 128658 9698 118960 39353 157943 101257 37430 37430 1654061 1858136 1858136 1755318 1895566 1895566 0 X 1755318 1895566 1755318 1895566 1755318 1895566 1755318 39353 100895 1895566 1895566 6074.597 SHARES DFLVX P 2020-03-23 2023-02-01 268366 138020 130346 130346 400 SHARES DFUV P 2023-02-01 2023-12-07 14060 14304 -244 -244 CHARLES SCHWAB 7782 LT COVERED P 107514 114050 -6536 -6536 123566 2195 2195 2195 2254 2254 X 33 26 26 false false false false false false false true true true false false false false true N/A REBECCA DEEGAN 3018653968 4005 TRANQUILITY COURT MONROVIA MD 21770 false false false false false false false false false false false false false false false false false false false false REBECCA DEEGAN 4005 TRANQUILITY COURT MONROVIA MD 21770 TRUSTEE 0.00 0 0 0 NONE NONE 11/28/2023 CONTRIBUTION OF 10,000 TO MICHAEL J FOX FOUNDATION FOR PARKINSON RESEARCH, LOCATED AT GRAND CENTRAL STATION P.O. BOX 4777 NEW YORK, NY 10163. FEID 13-4141945. 11/7/2023 CONTRIBUTION OF 10,000 TO FEED THE CHILDREN, LOCATED AT 333 N. MERIDIAN AVE, OKLAHOMA CITY, OK 73107. FEID 73-6108657. 11/7/2023 CONTRIBUTION OF 10,000 TO MERCY MEDICAL ANGELS, LOCATED AT 101 WEST MAIN STREET, SUITE 1000, NORFOLK, VA 23510. FEID 52-1374161. 10/7/2023 CONTRIBUTION OF 10,000 TO NATIVE AMERICAN HERITAGE ASSOCIATION, LOCATED AT PO BOX 512, RAPID CITY, SD 57709. 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