2026-07-14T09:17:10-05:00 2025-12-31 273396508 LORING WOLCOTT & COOLIDGE TRUST LLC 230 CONGRESS STREET BOSTON MA 021102437 990PF 2025-01-01 046027441 MARY E WOOD FOUNDATION THOMAS R APPLETON ET AL TRUSTEES WOOD 6175236531 LWC 230 CONGRESS ST 12FL BOSTON MA 02110 THOMAS APPLETON TRUSTEE 6175236531 2026-06-30 1 MICHAEL STEINBERG P00200478 6175236531 2026-06-23 2025 2025-03-06 01:10:19Z X 622251 X X 9604 9604 40871 40871 40871 50475 50475 1720 860 860 6900 3450 3450 4681 2106 2575 2122 122 0 35 0 35 15458 6538 6920 28352 28352 43810 6538 35272 6665 43937 403 834 834 37000 38000 38000 213558 218789 583417 250961 257623 622251 0 0 X 267675 267675 0 0 -16714 -10052 250961 257623 250961 257623 250961 6665 0 257626 3 257623 PUBLICLY TRADED STOCK 2022-01-01 2025-12-31 40871 40871 40871 40871 611 0 611 0 611 2693 0 0 0 2693 0 2082 2082 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A LORING WOLCOTT COOLIDGE TRUST LLC 6175236531 230 CONGRESS STREET BOSTON MA 02110 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS APPLETON C/O LWC 230 CONGRESS ST 12TH FL BOSTON MA 02110 TRUSTEE 1.00 1720 0 0 LEWIS P RUTHERFURD 141 BUENA VISTA EAST SAN FRANCISCO CA 94117 TRUSTEE 1.00 0 0 0 CHENGZHI WANG COLUMBIA UNIVERSITY 307M KENT HALL NEW YORK NY 10027 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 597961 56813 0 654774 0 0 654774 9822 644952 32248 32248 611 611 31637 0 31637 0 31637 35272 0 35272 31637 28351 0 0 35272 28351 0 0 6921 0 0 0 0 0 0 0 0 24716 0 0 0 THOMAS R APPLETON LORING WOLCOTT CO 230 CONGRESS STREET BOSTON MA 02110 6175236531 LETTER - CONSULT ABOVE NONE GEOGRAPHICAL AREA: ASIA CHARITABLE FIELDS: LIBRARY/EDUCATIONAL/INSTITUTIONAL GIVE 2 ASIA TWO EMBARCADERO CENTER SAN FRANCISCO CA 94111 NONE PC SCHOLARSHIP PROGRAMS 28352 28352 0 14 9604 18 40871 0 50475 0 50475 0 0 0 0 0 0 0 0 0 0 ACCOUNTING / TAX PREP 6900 3450 3450 140 ALPHABET INC CLASS A 5879 43820 200 ABBOTT LABORATORIES 7012 25058 160 AMAZON.COM 23394 36931 125 AMERICAN TOWER CORP 12091 21946 100 DANAHER CORP SHS BEN INT 2418 22892 425 EOG RESOURCES 30393 44629 175 EUROFINS SCIENTIFIC SE 12842 12825 200 FISERV INC 2515 13434 75 INTUIT 4369 49682 75 MASTERCARD INC 1821 42816 150 MICROSOFT CORP 9382 72543 200 NXP SEMICONDUCTORS 18323 43412 275 PHILIP MORRIS INTERNATIONAL 22022 44110 125 SERVICENOW INC 10865 19149 50 STRYKER CORP 551 17574 40 THERMO FISHER SCIENTIFIC INC 20788 23178 100 TJX COMPANIES INC 1378 15361 150 WEX INC 20582 22347 1000 WISE PLC CL A 12164 11710 BOOK - TAX ADJUSTMENT 3 COMM OF MA FORM PC FILING FEE 35 0 35 LWC FIDUCIARY ADVISORS FEE 4212 2106 2106 LWC OFFICE FEE 469 0 469 FOREIGN TAX WITHHELD 122 122 0 EXCISE 2000 0 0