2025-07-17T16:14:22-05:00 2024-12-31 631128247 Jones & Kirkpatrick PC 300 Union Hill Dr Suite 100 Birmingham AL 352092059 990PF 2024-01-01 273722008 Melissa Clark & Hanson Slaughter Family MELI 2059493534 2311 Highland Ave South 190 Birmingham AL 35205 B Hanson Slaughter President 2059493534 2025-06-30 1 1 David M Wise P01366554 2058708824 2025-06-30 2024 2025-03-06 01:10:19Z X 463048 X X 7881 7881 26524 79622 26524 98 98 34503 34503 0 0 0 1350 1350 0 1804 1804 0 59 59 0 3213 3213 0 50000 50000 53213 3213 50000 -18710 31290 6874 9178 9178 179799 175658 399110 69805 52932 54760 256478 237768 463048 0 0 X 211889 211889 1 1 44588 25878 256478 237768 256478 237768 256478 -18710 0 237768 0 237768 Boeing Co, BA 2023-09-25 2024-05-22 740 792 -52 -52 IShares Tr MBS ETF MBB 2024-06-27 2024-11-14 2491 2493 -2 -2 IShares TR Short Treasury 2024-02-27 2024-11-14 1874 1879 -5 -5 IShares Tr 10-20 Year TRS ETF 2024-06-27 2024-11-14 1934 1976 -42 -42 Vanguard Scottsdale FDS Vanguard Short 2024-06-27 2024-11-14 1950 1934 16 16 Vanguard Total Bond Market Index Admiral 2024-04-01 2024-06-27 319 357 -38 -38 Boeing Co, BA 2023-05-19 2024-05-22 2036 2260 -224 -224 Broadcom Inc Com 2020-03-18 2024-04-16 2665 348 2317 2317 Elevance Health Inc 2021-08-30 2024-02-27 4564 3342 1222 1222 IShares TR US Treasusry BD ETF 2022-08-03 2024-11-14 4407 4714 -307 -307 JP Morgan Chase 1995-08-14 2024-02-27 2192 198 1994 1994 Nutrien LTD Com NPV 2023-09-25 2024-09-26 2931 3746 -815 -815 Nvidia Corporation Com 2019-07-16 2024-02-27 7908 418 7490 7490 Pfizer Inc 2018-12-14 2024-12-17 3105 4341 -1236 -1236 Schlumberger Limited 2022-11-08 2024-09-26 1960 2631 -671 -671 SPDR S&P500 ETF Trust 2016-12-15 2024-11-14 29332 11371 17961 17961 Vanguard Total Bond Market Index Admiral 2024-04-01 2024-06-27 9204 10298 -1094 -1094 Capital Gains Dividends P 10 10 10 26524 435 0 435 0 435 582 0 0 0 582 0 147 147 0 0 0 0 0 0 0 0 0 0 0 1 1 AL 1 0 0 0 0 1 N/A B Hanson Slaughter 2059493534 2311 Highland Ave South Suite 190 Birmingham AL 35205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 B Hanson Slaughter 2311 Highland Ave South Suite 190 Birmingham AL 35205 President 0.00 0 0 0 Melissa C Slaughter 2311 Highland Ave South Suite 190 Birmingham AL 35205 Secretary/Treasurer 0.00 0 0 0 Diana R Slaughter 2311 Highland Ave South Suite 190 Birmingham AL 35205 Vice President 0.00 0 0 0 NONE 0 NONE 0 0 458013 9829 0 467842 0 0 467842 7018 460824 23041 23041 435 435 22606 0 22606 0 22606 50000 0 50000 22606 0 0 853 4915 31210 36978 50000 0 0 0 22606 27394 0 0 64372 0 0 0 0 0 0 0 64372 853 4915 31210 27394 X Indian Springs School 190 Woodward Dr Pelham AL 35124 PC General Support 20000 University of Virginia PO Box 400314 Charlottesville VA 22904 PC General Support 30000 50000 0 14 14 7881 14 98 18 26524 0 34503 0 34503 0 0 0 0 0 0 0 0 0 0 Accounting 1350 1350 0 Advanced Drainage Systems Inc 2814 2081 Alphabet Inc Cap Stk CL C 4308 20948 Amazon Inc 1860 26327 Analog Devices Inc 3985 4462 AON PLC Shares CL A 2960 5387 Apple Inc 483 30050 Autodesk Inc 4933 5911 Becton Dickinson 5451 5445 Boston Scientific 3723 7771 Broadcom Inc 870 11592 BWX Technologies 2634 5012 Cheveron Corp 4488 7242 Cintas Group 1873 8039 Cisco Systems Inc 4306 5683 Costco Wholesale Corp 4349 7330 Eaton Corp 1625 7301 Eli Lilly & Co 4413 7720 Fortinet Inc Com 1980 7086 Home Depot 4690 7780 Honey Well International Inc 4644 4744 IQVIA Holdings Inc 2863 3930 JP Morgan Chase 626 9109 Linde PLC Com Euro 0.001 5302 7117 Microsoft Corp 7658 26555 Netflix 5647 8913 Nextera Energy Inc 3033 3226 NVIDIA 628 20144 Proctor and Gamble Co 4418 4862 Qualcomm 4101 4301 Reinsurance Grp of America Inc 2823 4273 Rockwell Automation Inc 2285 2286 S&P Global Inc 2966 3486 Sales Force Inc 4200 8024 Schwab Charles Corporation 5665 6957 ServisFirst Brancshares 4460 25422 Southern Company 3202 4939 Steel Dynamics 2904 4677 Thermo Fisher Scientific Inc 3696 3642 Union Pacifiic Corp 2421 3877 United Health Group 3166 6070 United Parcel Service Inc 4480 2900 Valero Energy Corp 2834 4904 Verizon Communications 826 5999 Visa Inc 3206 4425 Walmart Inc 5230 10842 Workday Inc 3153 3612 Zimmer 4585 3169 Zoetis Inc 3467 3422 Conocophillips 2678 2578 Danaher Corporation 3560 3214 M&T Bank Corp 3186 4324 Crown Castle INTL Corp AT COST 3475 3267 Ishares TR 10-20 Yr TRS ETF AT COST 4203 4280 Ishares TR Core MSCI Total AT COST 14200 14882 Ishares TR MBS ETF AT COST 5723 5501 Ishares TR Short Treas BD AT COST 4520 4515 Prologis Inc AT COST 2242 3171 Vanguard Mid Cap Index Admiral AT COST 10531 11241 IShares TR US Treasury Bd ETF AT COST 3552 3378 Vanguard Scottsdale FDS AT COST 4486 4525 Fidelity- Non-Div Dist 98 98 98 Advisory Fees 1804 1804 0 Other 0 0 0 Foregin Taxes 59 59 0