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4.100% - 06/0 19700 20002 ABBVIE INC 10475 11425 ALPHABET INC CL A 13595 33178 AMAZON COM 18363 33931 AMEREN CORPORATION 3726 3795 AMERICAN ELECTRIC POWER INC 9977 14298 AMGEN INC 6867 6874 APPLE INC 19389 24739 AQR LONG-SHORT EQUITY FUND CLA 106102 124894 BOSTON SCIENTIFIC 16031 17544 CARETRUST REIT, INC 8207 9510 CENCORA INC 10171 12159 CONSOLIDATED EDISON INC 7060 6853 COSTCO WHOLESALE CORPORATION 28832 24146 CVS CAREMARK CORP 20206 23094 D R HORTON 17205 23189 DOMINION ENERGY INC 8675 10429 DUKE ENERGY CO 14829 16761 ENTERGY CORP 8490 10260 ESTEE LAUDER COMPANIES INC 6382 7121 GOLDMAN SACHS GROUP 6208 16701 HOME DEPOT INC 6964 5850 HUMANA INC 5195 5891 INTUITIVE SURGICAL 13014 16991 ISHARES BARCLAYS 10-20 YEAR TR 27151 27451 ISHARES BARCLAYS MBS BOND FUND 7133 7142 ISHARES BARCLAYS US TREASURY B 83027 84432 ISHARES NASDAQ BIOTECHNOLOGY 5775 5907 ISHARESLEHMAN 7-10YR 7227 7308 JANUS HENDERSON MORTGAGEBACKED 14285 14301 LENNAR CORP 11329 20046 LOWES COMPANIES INC 7185 6752 MCDONALD'S CORP 14387 14670 MERCK & CO INC 8909 10526 META PLATFORMS INC 9353 33005 NETFLIX INC 6029 4688 NEXTERA ENERGY, INC 10398 12765 NISOURCE INC 7583 9271 OMEGA HEALTHCARE INV 8438 9666 PENNYMAC FINANCIAL SERVICES IN 8137 10284 PFIZER INC 6997 6823 PHILIP MORRIS INTL 22500 27749 PIMCO 25+ YR ZERO CPN U.S. TRS 11304 10473 PUBLIC SVC ENTERPRISE GROUP IN 8835 8351 PULTE GROUP INC 14809 25211 REAL ESTATE SELECT SECTOR SPDR 22558 21628 ROCKET COMPANIES, INC 9085 12003 SELECT SECTOR SPDR UTILITIES 17237 18015 SOUTHERN CO 7594 8633 SPDR HOMEBUILDERS ETF 20690 20077 SPDR S&P PHARMACEUTICALS 6393 7561 STRYKER CORPORATION 18270 17574 THE COCA-COLA CO 20949 21602 TJX COMPANIES INC 24876 32412 TKO GROUP HOLDINGS, INC 6872 8778 TOLL BROTHERS INC 20243 22041 UNITEDHEALTH GROUP INC 15735 19476 UWM HOLDINGS CL A 7238 5874 VANGUARD GOVT BOND ETF INTERME 76098 76709 VANGUARD LT GOV BOND ETF 14610 14396 VANGUARD SHOR-TERM GOV BOND 71390 71651 WAL-MART STORES INC 43706 89684 WALKER & DUNLOP INC 7294 5233 WEC ENERGY GROUP, INC 3799 3797 WELLTOWER INC. 8147 9466 YUM BRANDS INC 34814 57335 Administrative Fees 12468 12468 Bank Charges 1 1 State or Local Filing Fees 25 25 Investment Management Services 14757 14757 990-PF Estimated Tax for 2025 700 Foreign Tax Paid 11 11