2025-10-08T15:15:40-05:00 2024-12-31 364189382 AMUNDSEN DAVIS LLC 111 EAST KILBOURN AVE SUITE 1400 MILWAUKEE WI 53202 990PF 2024-01-01 396728303 TINSLEY HELTON CHARITABLE TRUST TINS 4142251407 111 E KILBOURN AVE 1400 MILWAUKEE WI 53202 ALLEN M SALOMON TRUSTEE 4142251407 2025-10-08 1 1 ALLEN M SALOMON P01460965 4142760200 2025-10-08 2024 2025-03-06 01:10:19Z X 356274 X X 6975 6975 10233 10233 -19974 57844 0 -2766 17208 0 5409 5409 0 0 1021 1021 0 0 246 246 0 0 6676 6676 0 0 36988 36988 43664 6676 0 36988 -46430 10532 0 15116 46548 46548 17173 5595 5028 146235 78700 157262 91846 91846 73515 92409 92394 73921 362779 315083 356274 0 0 X 362779 315083 0 0 0 0 362779 315083 362779 315083 362779 -46430 46 316395 1312 315083 PUBLICLY TRADED SECURITIES 57844 77818 -19974 -19974 -19974 -19974 146 0 146 0 146 0 0 0 0 0 0 146 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A ALLEN M SALOMON 4142251407 111 E KILBOURN AVE 1400 MILWAUKEE WI 53202 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALLEN M SALOMON 111 E KILBOURN AVE 1400 MILWAUKEE WI 53202 TRUSTEE 10.00 5409 0 0 NONE 0 NONE 0 0 360054 28824 0 388878 0 0 388878 5833 383045 19152 19152 146 146 19006 0 19006 0 19006 36988 0 36988 19006 0 0 16536 17961 17497 21334 24543 97871 36988 0 0 0 19006 17982 0 0 115853 0 0 0 0 0 0 16536 99317 17961 17497 21334 24543 17982 X BEREA COLLEGE CPO 2216 BEREA KY 40404 501(C)(3) EDUCATIONAL PURPOSES 8806 MILWAUKEE CHAMBER THEATRE 158 N BROADWAY MILWAUKEE WI 53202 501(C)(3) THEATER EXPENSES 8806 UWM FOUNDATION MILWAUKEE 3320 E KENWOOD MILWAUKEE WI 53211 501(C)(3) DISSERTATION FELLOWSHIP 19376 36988 0 14 6975 14 10233 14 -19974 0 -2766 0 -2766 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1021 1021 0 0 KOHLS CORP 41840 30063 VERIZON 50006 43452 ALLIANT ENERGY CORP 8652 25135 IBM 23831 43966 WEC ENERGY 11064 23040 ABBVIE INC 10018 20080 XL ENERGY INC 11704 33760 PFIZER 10782 7959 KYNDRYL HOLDINGS 2649 3322 5595 5028 0 0 US BANCORP AT COST 29320 25861 WELLS FARGO AT COST 11861 10200 BANK OF AMERICA AT COST 12726 10800 BROOKFIELD FINANCE AT COST 25994 16730 METLIFE AT COST 12493 10330 COST BASIS ADJUSTMENT - NJ ECON DEV 1296 COST BASIS ADJUSTMENT - BROOKFIELD FINANCE 16 2024 DIVIDENDS REPORTED 2023, 2025 46 246 246 0 0