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4.100% - 06/0 19700 19785 ALPHABET INC CL A 18247 27449 AMAZON COM 24515 44317 AMERICAN ELECTRIC POWER INC 9977 11437 APPLE INC 24640 31303 ARK AUTONOMOUS TECHNOLOGY & RO 8093 7648 ARK FINTECH INNOVATION ETF 8074 7743 ARK GENOMIC REVOLUTION MULTI S 8162 7746 ARK INNOVATION ETF 8052 7550 ARK SPACE EXPLORATION & INNOVA 8136 7788 BOSTON SCIENTIFIC 11304 12415 CHIPOTLE MEX GRILL 19140 20562 COLGATE-PALMOLIVE COMPANY 30143 31364 CONSOLIDATED EDISON INC 6726 6157 D R HORTON 30860 42785 DANAHER CORP 5506 5509 DOMINION ENERGY INC 8675 9587 DUKE ENERGY CO 10976 11851 EDISON INTL 7315 8224 ENTERGY CORP 4293 4852 GOLDMAN SACHS GROUP 6208 10880 HOME DEPOT INC 8323 7780 INTUITIVE SURGICAL 18418 22966 ISHARE SP SMALL CAP 600 INDEX 16908 15555 ISHARES BARCLAYS 1-3 YEAR TREA 81280 81652 ISHARES BARCLAYS 3-7 YEAR TREA 86051 85044 ISHARES BARCLAYS US TREASURY B 28838 29070 ISHARES RUSSELL 2000 8200 8176 ISHARES TR S & P MIDCAP 400 IN 17106 15827 KEURIG DR PEPPER INC 8077 8062 LENNAR CORP 29327 41184 MCDONALD'S CORP 16297 15944 META PLATFORMS INC 11942 39229 MICROSOFT CORP 20134 31191 MR COOPER GROUP INC 16820 20450 NEXTERA ENERGY, INC 10398 11399 NISOURCE INC 7583 8161 PEPSICO INC 12537 12013 PG & E CORP 6714 8153 PHILIP MORRIS INTL 24464 23348 PROCTER GAMBLE CO 24486 25818 PUBLIC SVC ENTERPRISE GROUP IN 8835 8787 PULTE GROUP INC 30998 53252 ROSS STORES, INC 12069 11950 SKYLINE CHAMPION CORP 5942 5638 SOUTHERN CO 7446 8150 SPDR BARCLAYS CAPITAL 1-3 MONT 162898 163019 SPDR S&P MIDCAP 400 EFT TRUST 14987 14809 STRYKER CORPORATION 17115 16922 TAYLOR MORRISON HOME CORP 5941 5448 THE COCA-COLA CO 17338 17059 THERMO FISHER SCIENTIFIC INC 5240 5202 TJX COMPANIES INC 16349 17276 TOLL BROTHERS INC 22312 22797 UNITEDHEALTH GROUP INC 7414 7588 VANGUARD MID-CAP ETF 14199 13471 WAL-MART STORES INC 42594 77340 YUM BRANDS INC 33098 50847 Administrative Fees 12748 12748 State or Local Filing Fees 25 25 Investment Management Services 17315 17315 990-PF Estimated Tax for 2024 1700 990-PF Excise Tax for 2023 2282