2026-01-29T14:59:27-06:00 2025-11-30 954885412 EUGENE LEWIS & ASSOCIATES 44 E FOOTHILL BLVD 100 ARCADIA CA 91006 990PF 2024-12-01 956980924 GREENWOOD FOUNDATION GREE 6265840900 1500 PARK PLACE SAN MARINO CA 91108 JOHN C BABCOCK TRUSTEE 6265840900 2026-01-29 1 1 WADE E STEVENS P01750790 6264629280 2024 2025-03-06 01:10:19Z X 19113925 X X 221 221 498172 498172 485869 1911770 485869 984262 984262 0 0 0 0 0 8528 1706 0 6822 1488 1488 0 0 10016 3194 0 6822 600000 600000 610016 3194 0 606822 374246 981068 0 125662 1066823 1066823 324 7832 13710 13710 11403003 10825300 14480739 3188988 3188988 3307155 246886 245498 245498 14972695 15340319 19113925 0 0 X 15970979 15970979 0 0 -998284 -630660 14972695 15340319 14972695 15340319 14972695 374246 0 15346941 6622 15340319 VANGUARD DIVIDEND APPRECIATION ETF P 2025-10-31 207746 89288 118458 118458 VANGUARD FTSE DEVELOPED MARKETS ETF P 2025-10-31 712053 499148 212905 212905 VANGUARD FTSE EMERGING MARKETS ETF P 2025-10-31 991971 837465 154506 154506 485869 0 13637 0 13637 0 13637 13710 0 0 0 13710 0 73 73 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A EUGENE LEWIS ASSOCIATES 6264629280 44 E FOOTHILL BLVD ARCADIA CA 91006 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GUILFORD C BABCOCK 1500 PARK PLACE SAN MARINO CA 91108 TRUSTEE 10.00 0 0 0 GWENDOLYN C BABCOCK 1500 PARK PLACE SAN MARINO CA 91108 TRUSTEE 10.00 0 0 0 JOHN C BABCOCK 430 CALIFORNIA TERRACE PASADENA CA 91105 TRUSTEE 10.00 0 0 0 LAURA W BABCOCK 430 CALIFORNIA TERRACE PASADENA CA 91105 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 17402288 428059 256409 18086756 0 0 18086756 271301 17815455 890773 890773 13637 13637 877136 0 877136 0 877136 606822 0 606822 877136 517535 0 0 606822 517535 0 0 89287 0 0 0 0 0 0 0 0 787849 0 0 0 GWENDOLYN C BABCOCK JOHN C BABCOCK LAURA W BABCOCK X NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 PC CAMPAIGN SOUNDINGS STUDY AND CAMPAIGN COUNSEL 30000 THE HUNGTINGTON LIBRARY ART MUSEUM AND BOTANICAL GARDENS 1151 OXFORD ROAD SAN MARINO CA 91108 PC ART COLLECTORS' COUNCIL SUPPORT 10000 PASADENA COMMUNITY FOUNDATION 301 E COLORADO BLVD STE 810 PASADENA CA 91101 PC EATON CANYON FIRE RECOVERY AND RELIEF FUND 10000 YOUNG AND HEALTHY 136 W PEORIA ST PASADENA CA 91103 PC SUPPORT INITIATIVES 100000 THE HUNGTINGTON LIBRARY ART MUSEUM AND BOTANICAL GARDENS 1151 OXFORD ROAD SAN MARINO CA 91108 PC AMERICA 250 PROJECT 250000 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 PC $50K- SUPPORT THE "NOLS FUND; $150K- SUPPORT AN ENDOWED FUND IN SUPPORT OF FINANCIAL AID 200000 600000 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 PC SUPPORT THE "NOLS FUND AND SUPPORT AN ENDOWED FUND IN SUPPORT OF FINANCIAL AID 800000 800000 14 221 14 498172 18 485869 0 984262 0 984262 0 0 0 0 0 0 0 0 0 0 EUGENE LEWIS & ASSOCIATES 8528 1706 0 6822 VANGUARD SHORT-TERM BOND 3188988 3307155 AMAZON COM INC 4096 373152 PAYPAL HOLDINGS INC 13281 28211 ISHARES IBOXX INVT GRADE 1489328 1400711 ISHARES JPMORGAN USD MKTS 1012590 982390 VANGUARD DIVIDEND 1364233 2137409 VANGUARD FTSE DEVELOPED 1658794 2256294 VANGUARD TOTAL STOCK 2246138 3920366 VANGUARD REAL ESTATE 1962780 2005918 VANGUARD FTSE EMERGING 1074060 1376288 PRIVATE INVESTMENTS AT COST 245498 245498 EXCISE TAX - PY 6622 NET LOSS FROM PSP 1388 1388 0 0 FILING FEES 100 100 0 0