2026-06-24T14:40:02-05:00 2025-12-31 994625061 CRI ADVISORS LLC 5107 82ND ST STE 302 LUBBOCK TX 79424 990PF 2025-01-01 206240606 GLADYS & JD LEFTWICH CHARITABLE TRUST #2 LEFT 8067917340 PO BOX 271 LUBBOCK TX 79408 PLAINS CAPITAL BANK TRUSTEE 8067917340 2026-05-19 1 KIMBERLY D WARREN CPA P00954762 8067456789 2026-05-18 2025 2025-03-06 01:10:19Z X 631709 X X 20583 18367 15096 1878161 15096 35679 33463 0 0 0 2340 1872 468 7098 5760 1338 265 265 0 9703 7897 1806 18958 18958 28661 7897 20764 7018 25566 4148 4148 48544 27624 27624 417644 359572 376765 145486 0 0 0 227348 223172 611674 618692 631709 0 0 X 0 0 0 0 611674 618692 611674 618692 611674 618692 611674 7018 0 618692 0 618692 PNB COMPANY 5195 ST COVERED P 1862888 1853583 9305 9305 PNB COMPANY 5195 LT COVERED P 11165 9385 1780 1780 PNB COMPANY 5195 ST NONCOVERED P 66 66 0 0 PNB COMPANY 5195 LT NONCOVERED P 66 31 35 35 CAPITAL GAINS DIVIDENDS P 3976 3976 3976 15096 355 0 355 0 355 880 0 0 0 880 0 525 525 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A PLAINSCAPITAL BANK 8067917340 PO BOX 271 LUBBOCK TX 79408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PLAINSCAPITAL BANK PO BOX 271 LUBBOCK TX 79408 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 THE TRUST'S SOLE FUNCTION IS TO CONTRIBUTE TO MEALS ON WHEELS AND THE SALVATION ARMY, BOTH 501(C)(3) CHARITABLE ORGANIZATIONS, IN THE LUBBOCK, TEXAS AREA. 18958 0 585367 34993 0 620360 0 0 620360 9305 611055 30553 30553 355 355 30198 0 30198 0 30198 20764 0 20764 30198 0 0 704 704 20764 0 0 0 20764 0 704 704 0 0 0 0 0 8730 0 0 0 X LUBBOCK MEALS ON WHEELS 2304 34TH STREET LUBBOCK TX 79412 NONE PC GENERAL SUPPORT 9479 SALVATION ARMY PO BOX 2785 LUBBOCK TX 79408 NONE PC GENERAL SUPPORT 9479 18958 0 14 20583 18 15096 0 35679 0 35679 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2340 1872 468 ISHARES MSCI INDIA ETF INDIA 11961 11999 COMMUNICATION SERVICES SELECT SECTOR SPDR FD XLC 5309 5886 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD XLY 3247 3821 TECHNOLOGY SELECT SECTOR SPDR FUND XLK 5558 5759 ENERGY SELECT SECTOR SPDR FUND 5133 5723 BLACKROCK INSTITUTIONAL TRUST COMPANY 4441 4686 AQR MANAGED FUTURES STRATEGY HV FUND I 8442 9865 SPDR GOLD SHARES 38676 47557 SWAN DEFINED RISK SDRIX 37333 34270 AGF US MARKET NEUTRAL ANTI-BETA FUND BTAL 27767 25945 CONSUMER STAPLES SELECT SECTOR SPDR FUND XLP 3710 3729 STRATEGIC VALUE DIVIDEND FUND SVAIX 18667 18155 FLEXSHARES US QUALITY LARGE CAP INDEX FUND QLC 13094 13444 HEALTH CARE SELECT SECTOR SPDR FUND XLV 14935 14861 INVESCO QQQ TRUST SERIES I QQQ 4835 5529 ISHARES RUSSELL 1000 ETF IWB 5472 5602 ISHARES RUSSELL 1000 GROWTH ETF IWF 5581 5680 ISHARES RUSSELL 1000 VALUE ETF IWD 18785 19351 SPDR S&P GLOBAL NATURAL RESOURCE PRODUCERS GNR 12476 13049 UTILITIES SELECT SECTOR SPDR ETF XLU 15033 14515 ISHARES MSCI BELGIUM ETF 19626 19685 ISHARES MSCI IRELAND ETF 10179 10291 VANGUARD FTSE EUROPE ETF 14780 17474 WISDOMTREE JAPAN HEDGED EQUITY FUND 13161 14848 DIMENSIONAL ETF TRUST EMERGING MARKETS DEXC 10263 13254 GLOBAL X MSCI GREECE ETF 5322 5273 ISHARES LATIN AMERICA 40 ETF 10003 10749 ISHARES MSCI BRAZIL ETF 4792 5020 VANECK VIETNAM ETF VNM 4461 4560 PARAMETRIC COMMODITY STRATEGY I EIPCX 6530 6185 ISHARES 7-10 YEAR TREASURY BOND ETF AT COST 63794 63081 ISHARES MBS ETF AT COST 58669 58465 KRANESHARES QUADRATIC DEFLATION ETF AT COST 15441 14844 SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF AT COST 63879 61952 SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF AT COST 12777 12704 WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND AT COST 12788 12126 TRUSTEE FEES 6692 5354 1338 INVESTMENT EXPENSE 406 406 0 FOREIGN TAXES PAID 265 265 0