2024-12-10T11:21:12-06:00 2022-12-31 742392222 SOL SCHWARTZ & ASSOCIATES PC 8000 IH 10 WEST SUITE 1100 SAN ANTONIO TX 78230 990PF 2022-01-01 746063672 CIRCLE BAR FOUNDATION CIRC 2103498822 PO BOX 791000 SAN ANTONIO TX 78279 JOHN H WHITE JR MANAGER 2103498822 2024-12-09 1 0 JEFF ALBRECHT P00000906 2103848000 2022 2024-10-15 13:58:12Z X 27728799 X 635272 683380 680601 492207 2036229 492207 31 31 1810890 1172839 0 0 0 11950 11950 0 77893 77893 0 31377 31377 0 4248 4248 0 125468 125468 0 1052809 1052809 1178277 125468 1052809 632613 1047371 617056 467707 467707 4900 5380 4900 4900 25368859 26131326 27231389 8703 24803 24803 25999998 26628736 27728799 3875 3875 0 X 15232307 15232307 0 0 10763816 11396429 25996123 26628736 25999998 26628736 25996123 632613 0 26628736 0 26628736 PUBLICLY TRADED SECURITIES 76837 88807 -11970 -11970 PUBLICLY TRADED SECURITIES 1480398 1455215 25183 25183 CAPITAL GAINS DIVIDENDS P 478994 478994 478994 492207 14558 0 14558 0 14558 23894 0 0 0 23894 X 5 9331 9331 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A JOHN H WHITE JR 2103498822 PO BOX 791000 SAN ANTONIO TX 78279 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN H WHITE JR PO BOX 791000 SAN ANTONIO TX 78279 MANAGER 1.00 0 0 0 TULETA C WHITE PO BOX 791000 SAN ANTONIO TX 78279 TRUSTEE 1.00 0 0 0 LAURIE M WHITE PO BOX 791000 SAN ANTONIO TX 78279 TRUSTEE 1.00 0 0 0 JOHN WHITE III PO BOX 791000 SAN ANTONIO TX 78279 TRUSTEE 1.00 0 0 0 MOLLY C WHITE PO BOX 791000 SAN ANTONIO TX 78279 TRUSTEE 1.00 0 0 0 MATTHEW WHITE PO BOX 791000 SAN ANTONIO TX 78279 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 28262736 401133 8719 28672588 0 0 28672588 430089 28242499 1412125 1412125 14558 14558 1397567 0 1397567 0 1397567 1052809 0 1052809 1397567 0 0 86467 114288 1207 201962 1052809 0 0 0 1052809 0 201962 201962 0 0 0 0 0 142796 0 0 0 X ANIMAL DEFENSE LEAGUE OF TEXAS 11300 NACOGDOCHES RD SAN ANTONIO TX 78217 PUBLIC OPERATING EXPENSES 26400 AUTISM COMMUNITY NETWORK 4242 WOODCOCK DR SUITE 101 SAN ANTONIO TX 78228 PUBLIC 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0 1175618 0 1175618 0 0 0 0 0 0 0 0 0 0 X X 1 DELA WRIGHT WHITE CHARITABLE LEAD TRUST PO BOX 791000 SAN ANTONIO TX 78279 635272 X ACCOUNTING SERVICES 11950 11950 0 DFA INTERNATIONAL VALUE 591938 635141 DFA US LARGE CAP VAL 1356027 1702301 DFA US LARGE COMPANY 18784 65535 DFA US SMALL CAP 1252704 1752711 VANGUARD WELLINGTON ADM FUND 6040872 6514951 T ROWE PRICE US HIGH YIELD FUND 345137 278335 DIMENSIONAL US CORE EQUITY 2 ETF 39474 38362 GLDMN SACH ACTVBETA EMRG MKT EQY ETF 601036 600087 GOLDMAN SACHS ACTVBT INTEREQY ETF 13054 12088 INVESCO GLOBAL ST HIGH YIELD BOND EFT 509863 430400 ISHARES BRD USD INV GRD CORP BD ETF 58347 47391 ISHARES CORE MSCI EMERGING ETF 89714 64026 ISHARES CORE S&P 500 ETF 2368010 2119687 ISHARES HIGH YIELD CORP BOND ETF 875593 771962 ISHARES JPMORGAN USD MTS BOND EFT 494710 361199 ISHARES MBS ETF 37626 33019 ISHARES MSCI EAFE GROWTH ETF 427887 466543 ISHARES MSCI USA MOMNTUM FCT ETF 2022547 2750051 ISHARES MSCI USA QLTY FACT ETF IV 1489659 1971280 ISHARES TR IS 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