2025-05-01T11:54:37-04:00 2024-05-31 650225494 MILLER HELMS & FOLK PA 6326 WHISKEY CREEK DRIVE FORT MYERS FL 33919 990PF 2023-06-01 656269762 ANN L HENEGAN PRIVATE FOUNDATION ANNL 2397745586 PO BOX 8282 NAPLES FL 34101 MAUREEN A HENEGAN TRUSTEE 2392628686 2024-11-15 true KATHLEEN K JOHNSON P00486865 2394819696 2025-04-18 2023 2025-03-06 01:10:19Z X 1241199 X X 1598 1598 28009 28009 31519 586079 428002 428002 489128 29607 428002 12300 12300 7665 7665 15 15 19980 19980 0 0 0 19980 19980 0 469148 9627 428002 120714 127730 135008 368457 827912 1106191 489171 955642 1241199 0 X 489171 955642 489171 955642 489171 955642 489171 469148 958319 2677 955642 134 134 134 134 false false false false false false false true true FL true false false false false true N/A KAREN LANNAN 2397745586 PO BOX 8282 NAPLES FL 34101 false false false false false false false X true 2022 2021 true false false false false false false false false false false false false MAUREEN A HENEGAN 37 PELL PLACE NEW ROCHELLE NY 10804 TRUSTEE 000.00 0 0 0 NONE NONE N/A 986973 135008 0 1121981 1121981 16830 1105151 55258 55258 134 134 55124 55124 55124 0 0 55124 35104 2021 6549 6549 6549 35104 55124 X 14 1598 14 28009 1 -821 32340 IRA 25 428002 456788 32340 489128 false false false false false false false false false false ACCOUNTING 12300 12300 SEE ATTACHED 5833 PURCHASE 38751 40237 -1486 SEE ATTACHED 5833 PURCHASE 85806 55313 30493 ISHARES TIP BOND 2023-08 PURCHASE 2023-08 19927 19821 106 ISHARES CORE 2023-08 PURCHASE 2023-08 86249 83982 2267 MANAGED PORT SER 2023-08 PURCHASE 2023-08 96578 94300 2278 US BANCORP NEW 2023-08 PURCHASE 2023-08 7606 8007 -401 VANGUARD INTL EQUITY 2023-08 PURCHASE 2023-08 65729 64408 1321 CUSIP: 92828R610 2023-08 PURCHASE 2023-08 138778 138461 317 CUSIP: 464287176 2021-07 PURCHASE 2023-08 424 517 -93 CUSIP: 464287176 2021-07 PURCHASE 2023-08 8798 10703 -1905 US BANCORP 2017-04 PURCHASE 2023-09 4218 6271 -2053 US BANCORP 2021-07 PURCHASE 2023-09 553 904 -351 RTX CORP 2012-12 PURCHASE 2023-10 7286 4579 2707 RTX CORP 2004-07 PURCHASE 2023-10 929 318 611 CLOROX 2023-08 PURCHASE 2023-12 8292 9113 -821 CLOROX 2019-08 PURCHASE 2023-12 3431 3812 -381 EVERSOURCE ENERGY 2023-08 PURCHASE 2024-01 5812 7137 -1325 EVERSOURCE ENERGY PURCHASE 2024-01 6912 6677 235 SECURITIES 827912 1106191 TIMING DIFFERENCE 2677 EXPENSES CHECK FEE 15 15 IRA 428002 428002 WELLS FARGO - FEES AS AGENT 7665 7665 HURRICANE HELENE