2025-05-28T13:46:51-04:00 2024-12-31 272989489 ROBINSON & JONES PC PO BOX 1903 ELIZABETH CO 801071903 990PF 2024-01-01 841485248 SHIRLEY ANNE POTESTIO FOUNDATION SHIR 3038412299 19020 LONGS WAY PARKER CO 80134 FRANK S POTESTIO II DIRECTOR 3038412299 2025-05-13 true true BERNARD ROBINSON P00325817 3036462088 2025-05-27 2024 2025-03-06 01:10:19Z X 148372 X X 3891 3891 3891 -1985 21668 1906 3891 3891 1735 1735 1735 1735 1743 1743 1743 1743 71 71 71 71 -37 -37 -37 -37 3512 3512 3512 3512 0 0 3512 3512 3512 3512 -1606 379 379 11525 9834 9834 82341 82426 138538 93866 92260 148372 0 X 93866 92260 93866 92260 93866 92260 93866 -1606 92260 92260 DODGE & COX INCOME P 2019-07-15 2024-01-17 17850 19814 -1964 -1964 VIRTUS SEIX FLT RT HI INC-R6 P 2021-07-06 2024-07-11 3656 3839 -183 -183 -1985 5 5 5 5 false false false false false false false true true CO true false false false false true N/A FRANK S POTESTIO II 3038412299 19020 LONGS WAY PARKER CO 80134 false false false false false false false false false false false false false false false false false false false false FRANK S POTESTIO II 19020 LONGS WAY PARKER CO 80134 DIRECTOR 000.00 0 0 0 NONE NONE N/A 141071 1925 0 142996 142996 2145 140851 7043 7043 5 5 7038 7038 7038 3512 3512 7038 2420 3512 2420 1092 5946 X 3891 -1985 1906 1906 false false false false false false false false false false TAX RETURN PREPARATION 1735 1735 1735 1735 1875 EMPIRIC ENERGY INC NEW 14 ORACLE CORP 385 2333 375 EMPIRIC ENERGY 2533 11 9 ABBOTT LABORATORIES 199 1018 81 DEERE & CO 3569 34320 33 AT&T INC 622 751 6 ABBVIE INC 144 1066 4 JOHNSON & JOHNSON 234 578 123 VANGUARD EMERGING FUND 4911 5417 17 VANGUARD GROWTH FUND 1362 6977 34 VANGUARD MIDCAP FUND 3269 8980 15 VANGUARD SMALL CAP FUND 1418 3604 529 VANGUARD DEVEL MKTS INDEX FUND 7000 8121 27.125 VANGUARD INSTUTUIONAL INDEX 7452 12990 1430 DODGE & COX INCOME FUND 998 DBLLIN TOTAL RETURN BOND FUND 8813 8654 274 JP MORGAN MANAGED INC FUND 2750 2742 60 ISHARES SHORT TERM CORP BOND ETF 3215 3102 9 VANGUARD SMALL CAP INDEX FD 660 1091 184 INFINITY Q DIVER ALPHA FUND 797 6 10 VANGUARD MID-CAP INDEX ADM SHARE 467 VIRTUS SEIX FLOAT RATE HIGH INC 58 FIRST TRUST NA ENERGY INFRA FUND 1342 2068 29 ISHARES INT GOVT CRED BOND ETF 2993 3023 70 ISHARES GOLD TRUST 2496 3466 2.5 VANGUARD 500 INDEX FUND 1100 1357 16 VANGUARD MID-CAP ETF 3657 5334 1738 BAIRD INTERMEDIATE BOND FUND 17850 17850 771 PGIM HIGH YIELD FUND 3655 3679 EXPENSES OFFICE SUPPLIES -37 -37 -37 -37 INVESTMENT FEES - UMB 1743 1743 1743 1743 FOREIGN TAX PAID 46 46 46 46 FILING FEES 25 25 25 25