2026-03-27T16:09:44-05:00 2024-12-31 410879566 JOHN A KNUTSON & CO PLLP 1781 PRIOR AVENUE NORTH FALCON HEIGHTS MN 55113 990PF 2024-06-19 996763082 HOWARD L WHITMORE DECLARATION OF TR DTD 05 17 94 & ANY AMENDMENTS HOWA 6516004749 277 FOREST KNOLL PLACE SE ROCHESTER MN 55904 RODERICK WHITMORE TRUSTEE 6516004749 2026-03-27 1 0 MATTHEW MIKEL CPA P01524833 6516411099 2026-01-26 2024 2025-03-06 01:10:19Z X X 4799647 X X 127 127 18046 18046 397336 4984650 397336 397336 5848 5848 5848 421357 421357 403184 0 0 0 0 13491 13491 0 0 889 889 0 0 14380 14380 0 0 0 0 14380 14380 0 0 406977 406977 403184 796027 796027 0 1787258 1748804 0 185019 177984 0 2076832 2076832 0 4845136 4799647 0 0 X 0 4438159 0 0 0 406977 0 4845136 0 4845136 0 406977 4438159 4845136 0 4845136 PUBLICLY TRADED SECURITIES 4984650 4587314 397336 397336 397336 397336 5657 551 6208 0 6208 0 0 0 0 0 199 6407 0 0 0 0 0 0 0 0 1 1 0 0 1 FL 1 0 0 0 0 1 N/A RODERICK WHITMORE 6516004749 277 FOREST KNOLL PLACE SE ROCHESTER MN 55904 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RODERICK WHITMORE 277 FOREST KNOLL PLACE SE ROCHESTER MN 55904 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 NONE 0 0 4202241 233079 0 4435320 0 0 4435320 66530 4368790 117298 117298 6208 6208 111090 0 111090 0 111090 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RODERICK WHITMORE 277 FOREST KNOLL PLACE SE ROCHESTER MN 55904 6516004749 RCWHITMORE65@GMAIL.COM N/A N/A N/A 0 0 14 127 14 18046 531120 5848 18 397336 5848 415509 0 421357 0 0 0 0 0 0 0 0 0 0 VANGUARD INTERMEDIATE 16354 15733 VANGUARD INTRMDIAT TRM 9930 9802 VANGUARD TOTAL BOND 158735 152449 AVANTIS INTERNATNL SML 91505 85060 AVANTIS US SMALL CAP 2897 2799 DIMENSIONAL U S SMALL 57920 58962 DIMENSIONAL U S TARGETED 108461 110374 ISHARES CORE MSCI 164540 146790 ISHARES CORE S&P 500 678958 698763 REAL ESTATE SELECT SCTR 94399 87359 SPDR PORTFOLIO DVLPD 9444 9283 SPDR PORTFOLIO S&P 400 194555 196118 SPDR PORTFOLIO S&P 500 934 965 SPDR SHORT TERM 20574 20365 VANGUARD FTSE DEVELOPED 363071 331966 CHANHASSEN WEST 79TH ST, LLC AT COST 361872 361872 DUNKIN ALICO, LLC AT COST 749910 749910 FORT MEYERS RETAIL 2, LLC AT COST 329050 329050 PUNTA GORDA RETAIL, LLC AT COST 636000 636000 CHANHASSEN WEST 79TH ST, LLC 6129 6129 6129 DUNKIN ALICO, LLC 8974 8974 8974 FORT MYERS RETAIL 2, LLC -17050 -17050 -17050 PUNTA GORDA RETAIL, LLC 7795 7795 7795 CAPITAL GAIN 397336 CONTRIBUTION OF PRINCIPAL 4040823 INVESTMENT MANAGEMENT FEES 13491 13491 0 0 FOREIGN 889 889 0 0 FORM 990-T, PART I, LINE 11, UNRELATED BUSINESS TAXABLE INCOME = $3903. TRUST INCOME TAX ON TAXABLE INCOME FROM THE TAX RATE SCHEDULE = $503. PART II, LINE 7 TOTAL TAX = $503. PART III, LINE 9 TAX DUE = $503.