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GENERAL OPERATIONS 125000 DREAM FACTORY OF LOUISVILLE 410 W CHESTNUT STREET 530 LOUISVILLE KY 40202 N/A PC GENERAL OPERATIONS 10000 FRIENDS OF THE LOUISVILLE ZOO 110 TREVILIAN WAY LOUISVILLE KY 40213 N/A PC GENERAL OPERATIONS 10000 GRATEFUL LIVING PO BOX 3035 AMHERST MA 01004 N/A PC AMHERST MASS 10000 HOLY ANGELS ACADEMY 12201 OLD HENRY ROAD LOUISVILLE KY 40223 N/A PC GENERAL OPERATIONS 5000 HONOR FLIGHT BLUEGRASS PO BOX 991364 LOUISVILLE KY 40269 N/A PC GENERAL OPERATIONS 100000 INTERNATIONAL DISASTER EMERGENCY SERVICE 355 PARK 32 WEST DRIVE NOBLESVILLE IN 46062 N/A PC HURICANE HELENE FLOOD RELIEF 15000 KIDS CENTER FOR PEDIATRIC THERAPIES 982 EASTERN PARKWAY DOOR 4 LOUISVILLE KY 40217 N/A PC GENERAL OPERATIONS 150000 KY HUMANE SOCIETY 1000 LYNDON LANE SUITE B LOUISVILLE KY 40222 N/A PC GENERAL OPERATIONS 10000 LOUISVILLE LEOPARDS PO BOX 202 LOUISVILLE KY 44641 N/A PC GENERAL OPERATIONS 5000 LOUISVILLE OLMSTED PARKS CONSERVANCY 1299 TREVILIAN WAY LOUISVILLE KY 40213 N/A PC GENERAL 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OPERATIONS 25000 USA CARES 11760 COMMONWEALTH DRIVE LOUISVILLE KY 40299 N/A PC GENERAL OPERATIONS 25000 WARRIOR 110 INCORPORATED 1068 EASTVIEW DR STE E FRANKLIN IN 46131 N/A PC GENERAL OPERATIONS 10000 WATERFRONT BOTANICAL GARDENS 1800 MARINAS EDGE WAY NO 101 LOUISVILLE KY 40206 N/A PC GENERAL OPERATIONS 100000 WAYSIDE CHRISTIAN MISSION 120 WEST BROADWAY LOUISVILLE KY 40202 N/A PC GENERAL OPERATIONS 100000 WELLSPRING PO BOX 1927 LOUISVILLE KY 40201 N/A PC GENERAL OPERATIONS 25000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD 300 JACKSONVILLE FL 32256 N/A PC GENERAL OPERATIONS 5000 1875000 0 14 811662 18 665446 0 1477108 0 1477108 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1750 875 875 EXXON MOBIL CORP SR GLBL COCO 4.15.20 261110 222748 BERKSHIRE HATHAWAY FIN CORP SR NT 3.15.22 347556 350416 TEXAS INSTRS INC SR GLBL NT 9.4.19 261052 224570 US BANCORP FR 10.21.22 202370 201346 PROGRESSIVE CORP OHIO SR GLBL NT 8.25.16 205974 191710 UNITED PARCEL SVCS INC SR GLBL NT 3.24.20 397534 395848 APPLE INC SR GLBL NT 11.13.17 302828 299832 SCHWAB CHARLES CORP SR GLBL NT 3.24.20 248125 249385 PEPSICO INC SR GLBL NT 7.29.19 265170 229167 UNION PAC CORP SR GLBL 1.31.20 260622 221937 TJX COS INC NEW SR GLBL NT 9.12.16 312234 293993 ABBOT LABS SR NT 11.22.16 311055 296415 JP MORGAN CHASE & CO SR NT 1.23.15 303155 299715 OREILLY AUTOMOTIVE INC SR GLBL NT 5.17.18 384811 392720 ABBVIE INC SR NT 5.21.20 241156 255241 SCHWAB CHARLES CORP SR GLBL NT 5.19.23 152490 154404 TRUIST FINL CORP FR 1.26.23 243265 248692 VERIZON COMMUNICATIONS INC SR GLBL 8.1.16 350662 339531 BLACKROCK INC SR GLBL 1.27.20 262077 222045 COCA COLA CO SR GLBL NT 3.25.20 309989 293769 COMCAST CORP NEW SR NT 7.19.16 348827 334593 PARKER HANNIFIN CORP SR GLBL 6.15.22 449120 443682 CVS HEALTH CORP 3.9.18 386700 387564 GENERAL MILLS INC GLBL NT 10.14.21 335559 346093 ALPHABET INC SR GLBL NT 8.9.16 256507 240672 INTERNATIONAL BUSINESS MACHS GLBL NT 2.6.23 411688 401661 WELLS FARGO CO NEW SR NT 10.25.16 309915 290886 MCDONALDS CORP MED TERM NT 8.12.19 262660 227543 MERK & INC SR NT 2.10.15 302769 299430 OMNICOM GROUP INC GLBL NT 2.21.20 254052 219490 DISNEY WALT CO SR GLBL 5.13.20 256833 233458 BANK OF AMERICA CORP FR 7.22.22 196262 200420 HOME DEPOT INC SR GLBL 3.30.20 266435 225093 BANK AMER CORP FR 10.21.16 262133 240940 JOHNSON & JOHNSON SR GLBL NT 11.10.17 302924 299793 GEORGIA PWR CO SR GLBL 2022A 5.4.22 296223 292287 TARGET CORP SR GLBL 9.13.22 247758 241658 US BANCORP FR 6.12.23 257738 254850 TJX COS INC NEW COM, 4800 SHS 335476 579888 FASTENAL CO COM, 10000 SHS 467085 719100 TE CONNECTIVITY LTD REG SHS, 2500 SHS 279651 357425 HOME DEPOT INC COM, 4100 SHS 1049316 1594859 PARKER HANNIFIN CORP COM, 1050 SHS 328480 667831 JPMORGAN CHASE & CO COM, 8700 SHS 898157 2085477 SCHWAB CHARLES CORP NEW COM, 13300 SHS 555686 984333 PNC FINL SVCS GROUP INC COM, 700 SHS 98693 134995 MICROSOFT CORP COM, 7104 SHS 983924 2994336 NEXTERA ENERGY INC COM, 8000 SHS 463340 573520 OMNICOM GROUP INC COM, 5000 SHS 303413 430200 PFIZER INC COM, 11255 SHS 418085 298595 MCDONALDS CORP COM, 1035 SHS 220825 300036 JOHNSON & JOHNSON COM, 8987 SHS 1152367 1299700 BERKSHIRE HATHAWAY INC CL A, 1 SH 60604 680920 PEPSICO INC COM, 2300 SHS 313093 349738 APPLE INC COM, 11806 SHS 651814 2956459 PROGRESSIVE CORP OH COM, 6700 SHS 616489 1605387 US BANCORP DEL COM NEW, 8000 SHS 301990 382640 UNION PAC CORP COM, 2600 SHS 534722 592904 CARMAX INC COM, 3500 SHS 303867 286160 BROWN FORMAN CORP CL B, 9500 SHS 593050 360810 ABBVIE INC COM, 2816 SHS 209861 500403 BERKSHIRE HATHAWAY INC DEL CL B, 4590 SHS 953365 2080555 AMAZON.COM INC COM, 3000 SHS 259111 658170 UNITED PARCEL SVC INC CL B, 2175 SHS 258691 274268 ALPHABET INC CAP STK CL C, 6620 SHS 500635 1260713 DISNEY WALT CO COM, 4100 SHS 523819 456535 BANK OF AMERICA CORP COM, 17000 SHS 467695 747150 ALPHABET INC CAP STK CL A, 1220 SHS 74740 230946 GE VERNOVA INC COM, 900 SHS 158043 296037 1540290 1457476 514252 462785 AMERICAN FUND EUROPACIFIC GROWTH, 31000 SHS AT COST 2232000 1667180 WORLD GOLD TR SPDR GOLD MINISHARES TR NEW ETF, 45750 SHS AT COST 1726765 2378542 INVESTMENT MANAGEMENT 148694 148694 0 FOREIGN TAXES 7282 7282 0 EXCISE TAX PAYMENT 4332 0 0 ESTIMATED EXCISE TAX PAYMENTS 13800 0 0