2026-01-13T10:17:33-06:00 2025-10-31 582487348 APRIO ADVISORY GROUP LLC 3305 NORTHLAND DRIVE SUITE 100 AUSTIN TX 78731 990PF 2024-11-01 746498006 JUDY'S FOUNDATION JUDY 5127996813 1904 CYPRESS POINT WEST AUSTIN TX 78746 JULIE ANE LINN TRUSTEE 5127996813 2026-01-13 1 1 JEFFREY ERSIG P01626041 4048929651 2026-01-13 2024 2025-03-06 01:10:19Z X 350693 X X 3147 3147 6407 6407 1866 59965 1866 11420 11420 0 0 0 766 0 0 766 0 0 10000 10000 10766 0 10000 654 11420 24381 23274 23274 296083 4500 4500 4500 0 293344 322919 320464 321118 350693 0 0 X 0 0 0 0 320464 321118 320464 321118 320464 321118 320464 654 0 321118 0 321118 PUBLICLY TRADED SECURITIES 59965 58099 1866 1866 1866 159 0 159 0 159 0 0 0 0 0 0 159 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A JULIE ANN LINN 5129069124 1904 CYPRESS POINT WEST AUSTIN TX 78746 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUDY TRABULSI 1904 CYPRESS POINT WEST AUSTIN TX 78746 TRUSTEE 0.00 0 0 0 RICHARD J TRABULSI 1701 BRUN STE 200 HOUSTON TX 77219 ADVISOR 0.00 0 0 0 JULIE ANN LINN 1904 CYPRESS POINT WEST AUSTIN TX 78746 ADVISOR 0.00 0 0 0 KIMBERLY LYNN STRAMA COHEN 7812 RUXWOOD TOWNSON MD 21204 ADVISOR 0.00 0 0 0 THOMAS MARK STRAMA 4501 EBY LANE AUSTIN TX 78731 ADVISOR 0.00 0 0 0 RICHARD KEITH STRAMA 4502 RIVER WOOD CT AUSTIN TX 78731 ADVISOR 0.00 0 0 0 BLAKE EVANS TRABULSI 604 ACADEMY AUSTIN TX 78704 ADVISOR 0.00 0 0 0 GENEVIEVE PAIGE TRABULSI 65 NAVASOTA ST AUSTIN TX 78702 ADVISOR 0.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 312527 11726 0 324253 0 0 324253 4864 319389 15969 15969 159 159 15810 0 15810 0 15810 10000 0 10000 15810 0 0 1991 20753 45500 68244 10000 0 0 0 10000 0 5810 5810 62434 0 0 0 0 0 0 0 62434 16934 45500 JULIE LINN 1904 CYPRESS PT W AUSTIN TX 78746 5127996813 N/A NO NO UNIVERSITY OF TX AUSTIN 1301 E DEAN KEETON ST AUSTIN TX 78722 SCHOLARSHIP FUND 5000 ALL SAINTS PRESBYTERIAN CHURCH 7808 RIALTO BLVD AUSTIN TX 78735 DONATION 4000 TEXSAR 13501 RANCH RD 12 WIMBERLEY TX 78676 RELIEF 1000 10000 0 3147 6407 1866 0 0 11420 11420 3 N/A 4 N/A 8 N/A 0 0 0 0 0 0 0 0 0 0 PIMCO DYNAMIC INCOME CR 27633 25547 ANGEL OAK INCOME ETF 21772 21851 FIRST TRUST SMITH 11418 11733 INVESCO RAFI US 1000 59081 64365 SCHWAB CORE BOND ETF 25981 26683 SCHWAB US LARGE CAP 63692 77108 ST SRT SPDR PTFL S&P 83767 95632 INVESTMENT MGMT FEES 766 0 0