2026-09-10T12:01:47-05:00 2026-04-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2025-05-01 636048990 SOS FOUNDATION OF JEFFERSON COUNTY SOSF 2058203141 REGIONS BANK TRUST DEPT PO BOX 1164 BIRMINGHAM AL 35202 - - 2058203141 2026-08-17 true JEFFREY E KUHLIN P00353001 4123556000 2026-08-17 X 2025 X 538214 250 X 13425 13425 51770 140021 51770 0 4 4 65449 65199 0 0 0 0 0 0 0 0 0 1000 0 0 1000 1311 1049 262 0 612 197 0 0 0 0 0 0 0 3937 3937 6860 1246 0 5199 23000 23000 29860 1246 0 28199 35589 63953 0 15374 15855 15855 0 0 0 339805 374873 522359 355179 390728 538214 0 X 355179 390728 355179 390728 355179 390728 355179 35589 1 390769 41 390728 2. ADOBE SYS INC COM 2023-06-29 2025-05-15 807 970 -163 -163 495.893 PZENA EMERG MKTS VALUE-INST 2024-03-05 2025-05-15 6516 6015 501 501 867.741 GQG PART EMERG MKTS EQ-INST 2024-03-05 2025-05-15 14804 15038 -234 -234 1. ALPHABET INC/CA 2024-06-10 2025-05-15 165 174 -9 -9 18. ALPHABET INC/CA 2011-05-20 2025-05-15 2970 240 2730 2730 13. AMAZON COM INC 2016-09-23 2025-05-15 2664 523 2141 2141 7. AMERICAN ELEC PWR CO INC 2024-06-10 2025-05-15 700 620 80 80 20. APPLE INC 2023-06-29 2025-05-15 4237 2067 2170 2170 491.693 ARTISAN PARTNERS FDS INC 2022-06-24 2025-05-15 12174 6714 5460 5460 5. CHEVRON CORP 2020-05-28 2025-05-15 706 494 212 212 2. COSTCO WHOLESALE CORP NEW 2020-09-22 2025-05-15 2016 686 1330 1330 7. DEXCOM INC 2023-06-29 2025-05-15 595 891 -296 -296 8. EXXON MOBIL CORP 2021-11-19 2025-05-15 863 426 437 437 6. EXXON MOBIL CORP 1977-11-17 2025-05-15 647 12 635 635 4. FACEBOOK INC 2022-08-12 2025-05-15 2607 721 1886 1886 24. FIFTH THIRD BANCORP 2021-01-14 2025-05-15 944 786 158 158 2. FISERV INC COM 2024-06-10 2025-05-15 329 298 31 31 6. FISERV INC COM 2021-03-11 2025-05-15 987 756 231 231 13. FORTIVE CORP 2023-06-29 2025-05-15 940 953 -13 -13 2. GOLDMAN SACHS GROUP INC 2021-01-14 2025-05-15 1232 615 617 617 1. HERSHEY CO 2024-06-10 2025-05-15 164 190 -26 -26 4. HERSHEY CO 2022-05-05 2025-05-15 656 900 -244 -244 6. HONEYWELL INTL INC 2013-03-15 2025-05-15 1333 422 911 911 2. INTUIT 2013-07-01 2025-05-15 1325 127 1198 1198 8. IRON MTN INC NEW 2024-08-09 2025-05-15 786 867 -81 -81 9. JPMORGAN CHASE & CO 2002-08-12 2025-05-15 2396 229 2167 2167 4. LILLY ELI & CO 2017-01-31 2025-05-15 2917 297 2620 2620 4. MASTERCARD INC 2022-03-07 2025-05-15 2320 1347 973 973 3. MCDONALDS CORP 2015-12-14 2025-05-15 943 347 596 596 4. MERCK & CO INC 2018-05-23 2025-05-15 296 225 71 71 8. MERCK & CO INC 2010-08-27 2025-05-15 593 267 326 326 11. MICROSOFT CORP COM 2023-06-29 2025-05-15 5010 3238 1772 1772 16. MONDELEZ INTL INC 2020-05-28 2025-05-15 1038 868 170 170 2. NETFLIX COM INC 2023-06-29 2025-05-15 2343 722 1621 1621 12. NEXTERA ENERGY INC 2010-08-27 2025-05-15 884 161 723 723 3. NORFOLK SOUTHN CORP COM W/RIGHTS ATTACHED EXP 9/26/2010 2024-02-15 2025-05-15 730 766 -36 -36 47. NVIDIA CORP 2019-07-12 2025-05-15 6342 199 6143 6143 5. PACKAGING CORP AMER 2021-03-11 2025-05-15 955 700 255 255 5. PROGRESSIVE CORP OH 2023-10-06 2025-05-15 1399 714 685 685 6. PULTE HOMES INC 2021-11-19 2025-05-15 614 322 292 292 7. QUALCOMM INC 2020-04-21 2025-05-15 1067 507 560 560 6. ROSS STORES INC 2024-06-10 2025-05-15 909 866 43 43 2. S&P GLOBAL INC 2021-11-19 2025-05-15 1035 930 105 105 3. SBA COMMUNICATIONS CORP NEW 2020-08-12 2025-05-15 687 914 -227 -227 4. SALESFORCE COM INC 2018-12-06 2025-05-15 1161 557 604 604 15. SCHLUMBERGER LTD 2024-02-15 2025-05-15 531 731 -200 -200 4. STRYKER CORP 2022-03-07 2025-05-15 1566 1023 543 543 11. TJX COMPANIES INC 2021-01-14 2025-05-15 1459 756 703 703 4. T -MOBILE US INC 2022-03-04 2025-05-15 963 496 467 467 2. THERMO FISHER SCIENTIFIC INC 2008-10-14 2025-05-15 805 91 714 714 1. TRANSDIGM GROUP INC 2023-06-29 2025-05-15 1399 846 553 553 3. UNITEDHEALTH GROUP INC 2020-02-18 2025-05-15 790 909 -119 -119 4. WALMART STORES INC COM 2024-06-10 2025-05-15 384 267 117 117 15. WALMART STORES INC COM 2018-06-20 2025-05-15 1439 427 1012 1012 12. XCEL ENERGY INC 2022-12-15 2025-05-15 848 850 -2 -2 5. ZOETIS INC 2018-10-16 2025-05-15 795 457 338 338 6. EATON CORP PLC 2016-04-21 2025-05-15 1971 342 1629 1629 4. CHUBB LIMITED COM 2015-11-13 2025-05-15 1154 447 707 707 63.765 VANGUARD WORLD FD 2023-08-07 2025-06-13 7286 6663 623 623 566.269 VANGUARD DEV MKT INDX-ADM 2023-08-07 2025-06-13 10210 8195 2015 2015 111.979 VANGUARD MALVERN FDS 2023-09-26 2025-06-13 2638 2968 -330 -330 93.01 VANGUARD EM MKT STK IND-ADM 2025-05-15 2025-06-13 3732 3693 39 39 42.137 VANGUARD SMALL CAP INDEX FUND-ADM 2016-07-28 2025-06-13 4636 2445 2191 2191 1.764 VANGUARD 500 INDEX-ADM 2025-05-15 2025-06-13 975 964 11 11 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 CAPITAL GAIN DIVIDENDS P 1634 51770 889 0 889 0 889 328 0 0 328 0 561 0 0 false false false false false false false true true AL true false false false false true N/A REGIONS BANK TRUST DEPT 2058203141 2050 PARKWAY OFFICE CIRCLE BIRMINGHAM AL 35244 false false false false false false false false false false false false false false false false false false false false false MARCIE BRASWELL 1900 5TH AVENUE NORTH 26TH FLOOR BIRMINGHAM AL 35203 SECRETARY 1 0 DR MARK WILSON 1526 5TH AVENUE SOUTH BIRMINGHAM AL 35233 DIRECTOR 1 0 MRS ANNE R MOSES 300 CAHABA PARK CIRCLE SUITE 100 BIRMINGHAM AL 35242 DIRECTOR 1 0 NENA 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