2026-04-13T14:32:18-05:00 2025-12-31 752393478 WHITLEY PENN LLP 640 TAYLOR STREET SUITE 2200 FT WORTH TX 76102 990PF 2025-01-01 453820534 SHEPHERD 5 POINTS FAMILY FOUNDATION SHEP 5124584338 1101 BELMONT PARKWAY AUSTIN TX 78703 EUGENE SHEPHERD JR DIRECTOR 5124584338 2026-03-30 1 EMILY LANDRY P01614538 8172599100 2025 2025-03-06 01:10:19Z X 10459819 X 3266759 238797 238797 2205695 4445819 2205695 -12813 0 5698438 2444492 0 0 0 8500 6375 2125 123032 57745 65287 61852 2398 0 193384 66518 67412 3269877 3269877 3463261 66518 3337289 2235177 2377974 859905 1318929 1318929 5994003 5756821 9073731 0 67159 67159 6853908 7142909 10459819 37506 34378 37506 34378 X 0 0 0 0 6816402 7108531 6816402 7108531 6853908 7142909 6816402 2235177 0 9051579 1943048 7108531 PUBLICLY TRADED SECURITIES P 2020-01-01 2025-12-31 3053038 943569 2109469 2109469 PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31 555515 567407 -11892 -11892 PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31 31203 22798 8405 8405 PUBLICLY TRADED SECURITIES P 2022-01-01 2025-12-31 90858 66071 24787 24787 PUBLICLY TRADED SECURITIES P 2025-01-01 2025-12-31 103888 100632 3256 3256 PUBLICLY TRADED SECURITIES P 2022-01-01 2025-12-31 109817 89647 20170 20170 PUBLICLY TRADED SECURITIES P 2024-01-01 2025-12-31 501500 450000 51500 51500 2205695 33054 0 33054 0 33054 0 0 0 0 0 X 1293 34347 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A EUGENE SHEPHERD JR 5124584338 1101 BELMONT PARKWAY AUSTIN TX 78703 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EUGENE SHEPHERD JR 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 1.25 0 0 0 ROBIN BEASLEY SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 1.25 0 0 0 EUGENE BYRON SHEPHERD III 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 0.50 0 0 0 BEN SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 0.50 0 0 0 SAM SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 1898649 8851963 67159 10817771 0 0 10817771 162267 10655504 532775 532775 33054 33054 499721 0 499721 0 499721 3337289 0 3337289 499721 0 0 68893 128046 20466 217405 3337289 0 0 0 499721 2837568 0 0 3054973 0 0 0 0 0 0 68893 2986080 128046 20466 2837568 X AUSTIN ANGELS 3510 LAJITAS LEANDER TX 78641 N/A PC GENERAL SUPPORT 50000 BEST DEFENSE FOUNDATION 249 S HIGHWAY 101 SUITE 312 SOLANA BEACH CA 92075 N/A PC GENERAL SUPPORT 10000 BOYS AND GIRLS CLUB 1275 PEACHTREE STREET NE ATLANTA GA 30309 N/A PC GENERAL SUPPORT 17500 BREAKTHROUGH CENTRAL TEXAS 1050 E 11TH ST 350 AUSTIN TX 78702 N/A PC GENERAL SUPPORT 993393 COMMUNITY FOUNDATION OF TEXAS 1303 SAN ANTONIO ST SUITE 830 AUSTIN TX 78701 N/A PC GENERAL SUPPORT 70000 EPISCOPAL CHURCH OF THE GOOD SHEPHERD 3201 WINDSOR RD AUSTIN TX 78703 N/A PC GENERAL SUPPORT 100000 FOUNDATION COMMUNITIES 3000 S IH 35 FRONTAGE RD 300 AUSTIN TX 78704 N/A PC GENERAL SUPPORT 333334 HILLSIDE EARLY CHILDHOOD CENTER 1700 WOODLAND AVE AUSTIN TX 787412534 N/A PC GENERAL SUPPORT 1500 HUNTRY HILL FOUNDATION 1189 SPRINGDALE RD AUSTIN TX 78721 N/A PC GENERAL SUPPORT 25000 I LIVE HERE I GIVE HERE 611 W 14TH ST AUSTIN TX 78701 N/A PC GENERAL SUPPORT 25000 INTEGRAL CARE 1430 COLLIER ST AUSTIN TX 78704 N/A PC GENERAL SUPPORT 168750 KAY BAILEY HUTCHISON ENERGY CENTER 700 E 6TH ST AUSTIN TX 78701 N/A PC GENERAL SUPPORT 5000 LEUKEMIA & LYMPHOMA SOCIETY 4009 BANISTER LN 200 AUSTIN TX 78704 N/A PC GENERAL SUPPORT 5000 LSU IN SHREVEPORT FOUNDATION INC ONE UNIVERSITY PL SHREVEPORT LA 71115 N/A PC GENERAL SUPPORT 10000 MISSION ACCOMPLISHED 301 S HEATHERWILDE BLVD AUSTIN TX 786603533 N/A PC GENERAL SUPPORT 25000 OTHER ONES FOUNDATION INC 9411 LIGHTWOOD CV AUSTIN TX 787485019 N/A PC GENERAL SUPPORT 47500 PRESERVATION AUSTIN PO BOX 2113 AUSTIN TX 78768 N/A PC GENERAL SUPPORT 50000 TEXSAR 13501 RANCH ROAD 12 SUITE 103 WIMBERLEY TX 78676 N/A PC GENERAL SUPPORT 10000 THE DAVID PHILLIPS FOUNDATION PO BOX 50425 AUSTIN TX 78763 N/A PC GENERAL SUPPORT 12000 THE UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7458 AUSTIN TX 78713 N/A PC GENERAL SUPPORT 1050000 TRINITY CENTER 9354 CRENSHAW BLVD INGLEWOOD CA 90305 N/A PC GENERAL SUPPORT 20000 UATX 522 CONGRESS AVE STE 300 AUSTIN TX 78701 NONE PC GENERAL SUPPORT 240000 WEST TEXAS FOOD BANK 411 S PAGEWOOD AVE ODESSA TX 79761 N/A PC GENERAL SUPPORT 900 3269877 0 14 238797 18 2205695 PARTNERSHIP INCOME 01 -12813 0 2431679 0 2431679 0 0 0 0 0 0 0 0 0 0 X X 1 ROBIN SHEPHERD 2008 FAMILY 1101 BELMONT PARKWAY AUSTIN TX 78703 72000 X 2 EUGENE SHEPHERD 2011 FAMILY 1101 BELMONT PARKWAY AUSTIN TX 78703 168000 X 3 EUGENE AND ROBIN SHEPHERD 1101 BELMONT PARKWAY AUSTIN TX 78703 501138 X 4 ROBIN SHEPHERD 2008 FAMILY 1101 BELMONT PARKWAY AUSTIN TX 78703 154323 X 5 EUGENE SHEPHERD 2011 FAMILY 1101 BELMONT PARKWAY AUSTIN TX 78703 360067 X 6 ROBIN SHEPHERD 2008 FAMILY 1101 BELMONT PARKWAY AUSTIN TX 78703 591336 X 7 EUGENE SHEPHERD 2011 FAMILY 1101 BELMONT PARKWAY AUSTIN TX 78703 1419894 X 3 SECURITIES 501138 2025-01-15 4 SECURITIES 154323 2025-03-19 5 SECURITIES 360067 2025-03-19 6 SECURITIES 591336 2025-04-25 7 SECURITIES 1419894 2025-04-25 ACCOUNTING FEES 8500 6375 2125 GOLDMAN SACHS BANKING 44093 155720 GOLDMAN SACHS FIERA 339972 790933 GOLDMAN SACHS VAUGHAN NEL 781217 1164980 JPMORGAN 4591539 6962098 SAAS VENTURE III LP AT COST 67159 67159 UNREALIZED GAINS AND LOSSES 1943048 PARTNERSHIP INCOME -12813 -12813 PAYABLE FEDERAL INCOME TAXES 37506 34378 INVESTMENT MANAGEMENT FEES 57745 57745 0 CONSULTING FEES 65287 0 65287 FOREIGN TAXES 2398 2398 0 EXCISE TAXES 59454 0 0