2025-09-30T09:19:03-05:00 2025-05-31 060312590 Cummings & Lockwood LLC 75 Isham 400 W Hartford CT 06107 990PF 2024-06-01 266000834 Shoemate Foundation dtd 102901 SHOE 8603134930 75 Isham Rd Suite 400 West Hartford CT 06107 Charles R Shoemate Trustee 8603134930 2025-09-30 1 0 Gwendolyn E Welcome P01802332 8603134900 2024 2025-03-06 01:10:19Z X 7189138 X X 1947 1947 228032 228032 40841 585650 40841 270820 270820 0 0 0 5582 0 0 23 23 0 5605 23 0 152146 152146 157751 23 152146 113069 270797 31548 57247 57247 5805217 5906453 7131891 5836765 5963700 7189138 0 0 X 0 0 0 0 5836765 5963700 5836765 5963700 5836765 5963700 5836765 113069 13866 5963700 0 5963700 American Centy ETF TR (See attached) P 32196 25623 6573 6573 Vanguard Fed MM Fd (See attached) P 25537 25537 0 0 Pimco Low Duration Fd (See attached) P 406000 435099 -29099 -29099 Vanguard Fed MM Fd (See attached) P 58550 58550 0 0 Capital Gains Dividends P 63367 63367 63367 40841 3764 0 3764 0 3764 5612 0 0 0 5612 0 1848 1848 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 1 1 N/A Attorney Paul L Bourdeau 8603134930 Cummings Lockwood 75 Isham Rd 400 W Hartford CT 06107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Charles Shoemate 900 Beach Road Unit 283 Vero Beach FL 32963 Trustee 0.00 0 0 0 Nancy Shoemate 900 Beach Road Unit 283 Vero Beach FL 32963 Trustee 0.00 0 0 0 Steven R Shoemate 284 Mott Street Apt 1B New York NY 10012 Trustee 0.00 0 0 0 Jeffrey D Shoemate 4232 Scott Terrace Minneapolis MN 55416 Trustee 0.00 0 0 0 Scott C Shoemate 1354 E Gilmer Drive Salt Lake City UT 84105 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 6947979 82840 0 7030819 0 0 7030819 105462 6925357 346268 346268 3764 3764 342504 0 342504 0 342504 152146 0 152146 342504 0 0 206360 206360 152146 0 0 0 152146 0 190358 190358 16002 0 0 0 0 0 0 0 16002 16002 Attorney Paul L Bourdeau Cummings L 75 Isham Rd Ste 400 West Hartford CT 06107 8603134930 Letter None None American Cornerstone Institute 50 F St NW Suite 530 Washington DC 20001 None Public Current Use for General Charitable Purposes 1000 Alzheimer Disease Research 34 Washington Street Suite 230 Wellesley Hills MA 02481 None Public Current Use for General Charitable Purposes 1000 Alzheimer & Parkinson Assoc 2300 5th Avenue Suite 150 Vero Beach FL 32960 None Public Current Use for General Charitable Purposes 10000 Fidelity Investments Charitable Gift Fund Fidelity Charitable 200 Seaport Boulevard Boston MA 02210 None Public Current Use for General Chariable Purposes 125146 Turning Point USA 4940 East Beverly Road Phoenix AZ 85044 None Public Current Use for General Charitable Purposes 2000 World War Veterans Committee 1100 N Glebe Rd Ste 910 Arlington VA 22201 None Public Current Use for General Charitable Purposes 4000 Boys and Girls Club Indian River County 1729 17th Avenue Vero Beach FL 32960 None Public Current Use for General Charitable Purposes 3000 Indian River Community Foundation 5070 Highway A1a Ste 200 Vero Beach FL 329631292 None Public Current Use for General Charitable Purposes 1000 Landmark Legal Foundation 3100 Broadway Blvd Ste 1210 Kansas City MO 64111 none Public Current Use for General Charitable Purposes 1000 National Parks Conservation Association 777 6th Street NW Ste 700 Washington DC 20001 none public Current Use for General Charitable Purposes 1000 Stephen Siller Tunnel to Towers Foundation 2361 Hylan Blvd Staten Island NY 10306 None Public Current Use for General Charitable Purposes 3000 152146 0 14 1947 14 228032 18 40841 0 270820 0 270820 0 0 0 0 0 0 0 0 0 0 Mutual funds on hand per Pershing Acct #4S2-015100 5906453 7131891 Mason Statement fee 16 16 0 Mason - Interest payment 7 7 0 Adjustment to balance 13866 United States Treasury - 2025 Estimated Tax Due 5582 0 0