2026-02-25T14:44:11-06:00 2025-07-31 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990PF 2024-08-01 846318731 ANNIE MACLAY LEFFINGWELL FOUNDATION ANNI 4067214210 P O BOX 9197 MISSOULA MT 59807 HELENA S MACLAY CO-TRUSTEE 4067214210 2026-02-23 1 1 SAM BRUNSON CPA P01696998 4067281800 2026-02-23 2024 2025-03-06 01:10:19Z X 492887 X X 3820 3820 9830 9830 29789 188622 29789 27 27 43466 43466 0 0 0 2651 1326 1325 7648 7561 87 196 196 0 21 21 0 10516 9104 1412 19385 19385 29901 9104 20797 13565 34362 8907 17489 17489 111324 112594 104289 144375 151100 216563 141013 140001 154546 405619 421184 492887 0 0 X 388104 388104 0 0 17515 33080 405619 421184 405619 421184 405619 13565 2000 421184 0 421184 MORGAN STANLEY P 187110 158833 28277 28277 MORGAN STANLEY WASH SALES P 1512 1512 1512 29789 478 0 478 0 478 0 0 0 0 0 0 478 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 N/A HELENA S MACLAY CO-TRUSTEE 4067214210 PO BOX 9197 MISSOULA MT 59807 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELENA S MACLAY PO BOX 9197 MISSOULA MT 59807 CO-TRUSTEE 1.00 0 0 0 GAIL H GOHEEN PO BOX 997 HAMILTON MT 59840 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 487427 12099 0 499526 0 0 499526 7493 492033 24602 24602 478 478 24124 2000 26124 0 26124 20797 0 20797 26124 20385 0 0 20797 20385 0 0 412 0 0 0 0 0 0 0 0 25712 0 0 0 HELENA S MACLAY PO BOX 9197 MISSOULA MT 59807 4067214210 WRITTEN REQUEST DEMONSTRATING THE NEED FOR FUNDING JULY 15 NOT-FOR-PROFIT ORGANIZATIONS PROVIDING A NEEDED SERVICE FOR RAVALLI COUNTY, MONTANA BITTERROOT PUBLIC LIBRARY 306 STATE STREET HAMILTON MT 59840 NONE PC TO CONTINUE PROVIDING ADEQUATE NUMBERS OF HOTSPOTS TO THE SERVICE AREA. 5000 SAFE INC PO BOX 534 HAMILTON MT 59840 NONE PC TO ASSIST WITH GENERAL OPERATING EXPENSES INCLUDING EMERGENCY SERVICES, LONGER-TERM SUPPORT, AND HOUSING. 5000 BITTERROOT HUMANE ASSOCIATION PO BOX 57 HAMILTON MT 59840 NONE PC TO CONTINUE THE NO-COST/LOW-COST SPAY/NEUTER PROGRAM. 3885 BITTER ROOT LAND TRUST INC PO BOX 1806 HAMILTON MT 59840 NONE PC TO TRAIN STAFF MEMBERS ON CLOSING CONSERVATION EASEMENTS, INCLUDING SENDING ONE MEMBER TO A NATIONAL TRAINING SEMINAR IN WEST VIRGINIA. 3000 WRITING COACHES OF MONTANA PO BOX 7592 MISSOULA MT 59807 NONE PC TO CONTINUE PROVIDING INDIVIDUALIZED LITERACY SUPPORT TO RAVALLI COUNTY STUDENTS DURING THE 25/26 SCHOOL YEAR. 2500 19385 0 14 3820 14 9830 18 29789 MORGAN STANLEY REFUNDS 18 27 0 43466 0 43466 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2651 1326 1325 ABBIE INC COME (ABBV) 2012 1772 ADOBE INC (ADBE) 1250 1702 AIRBNB INC CL A (ABNB) 3276 3066 AIRBUS SE UNSPONSORED ADR (EADSY) 1711 3321 ALPHABET INC CL A (GOOGL) 1145 5986 AMAZON COM INC (AMZN) 2202 5546 AMERICAN EXPRESS CO (AXP) 348 1898 AMGEN INC (AMGN) 2006 1921 AMPHENOL CORP NEW CL A (APH) 389 2027 APOLLO GLOBAL MGMT INC CL A (APO) 2143 1869 APPLE INC (AAPL) 129 1734 APPLIED MATERIALS INC (AMAT) 2126 3662 APPLOVIN CORP (APP) 954 2681 ARCH CAPITAL GROUP LTD (ACGL) 999 1666 ARISTA NETWORKS INC (ANET) 2026 2802 BJS WHSL CLUB HLDGS 1443 2024 BRISTOL MYSTER SQUIBB CO (BMY) 2613 2624 BROADCOM INC (AVGO) 406 2094 BROWN & BROWN INC (BRO) 1632 1476 CADENCE DESIGN SYSTEM (CDNS) 531 2844 CARDINAL HEALTH INC (CAH) 1534 1933 CENTENE CORPORATION (CNC) 2465 1102 CHEVRON CORP (CVX) 3598 3572 CHUBB LTD (CB) 1241 2656 CINTAS CORP (CTAS) 485 2130 CME GROUP INC (CME) 2022 2923 COMCAST CORP (NEW) CLASS A (CMCSA) 3885 3356 COMRFORT SYSTEMS USA INC (FIX) 1146 2012 CONSTELLATION BRANDS INC CL A(STZ) 3269 2753 COPART INC (CPRT) 2014 1725 DELTA AIR LINES INC NEW (DAL) 2386 3349 DIAGEO PLC SPON ADR NEW (DEO) 3930 2837 DYNATRACE INC (DT) 2052 1930 ECOLAB INC (ECL) 1521 2032 ELEVANCE HEALTH INC (ELV) 3933 2683 EMCOR GROUP INC (EME) 1452 1969 ESTEE LAUDER CO INC CL A (EL) 2205 2412 FISERV INC COM (FISV) 1463 1753 FLUTTER ENTERTAINMENT PLC (FLUT) 2023 2851 GARTNER INC (IT) 1450 1481 HALOZYME THERAPEUTICS INC (HALO) 2013 1993 HOULIHAN LOKEY INC CL A (HLI) 2011 2338 INTUIT INC (INTU) 2026 2202 JABIL CIRCUIT INC (JBL) 1261 2274 JONES LANG LASALLE INC (JLL) 2033 2066 JPMORGAN CHASE & CO (JPM) 1184 3635 KLA CORPORATION (KLAC) 242 1990 LABCORP HOLDINGS INC (LH) 2237 3141 LOWES COMPANIES INC (LOW) 1136 1800 MASTERCARD INC CL A(MA) 1683 4872 MCKESSON CORP (MCK) 988 2067 MEDTRONIC PLC SHS (MDT) 3466 3705 METAPLATFORMS INC CL A(META) 345 2199 MICROSOFT CORP (MSFT) 262 2552 MOODYS CORP (MCO) 2060 2113 MOTOROLA SOLUTIONS INC (MSI) 556 1896 NETFLIX INC (NFLX) 715 1927 NEUROCRINE BIOSCIENCES INC (NBIX) 2317 2182 NRG ENERGY INC (NRG) 2009 2029 NUTANIX INC CL A (NTNX) 2050 2091 O'REILLY AUTOMOTIVE INC NEW (ORLY) 172 2745 PAYPAL HOLDINGS INC COM 2414 1996 PININTEREST INC CL A (PINS) 2087 2505 PNC FINL SVCS GP (PNC) 2011 3191 PPG INDUSTRIES INC (PPG) 3522 2978 PTC INC COM (PTC) 1275 2504 REGENERON PHARMACEUTICALS INC (REGN) 3110 2583 ROPER TECHNOLOGIES, INC. 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