2026-05-05T08:07:57-05:00 2025-12-31 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990PF 2025-01-01 481135485 LOCKTON FAMILY FOUNDATION LOCK 8169609918 444 W 47TH STREET SUITE 900 KANSAS CITY MO 64112 CHERYL L WILLIAMS TRUSTEE 8169609918 2026-05-01 1 MERYN GOEHAUSEN P01215819 8164721122 2025 2025-03-06 01:10:19Z X 4670122 X X 495 495 102125 102125 177956 1363864 177956 9120 0 0 289696 280576 0 0 0 0 0 1377 0 0 1377 6400 3200 0 3200 6354 1354 0 0 42373 42013 0 360 56504 46567 0 4937 30000 30000 86504 46567 0 34937 203192 234009 0 89833 46578 46578 55738 20043 20043 2911179 3178405 4515512 84475 87989 87989 3141225 3333015 4670122 0 0 X 0 0 0 0 3141225 3333015 3141225 3333015 3141225 3333015 3141225 203192 0 3344417 11402 3333015 PUBLICLY TRADED SECURITIES 2025-12-31 1363864 1185908 177956 177956 177956 177956 3253 0 3253 0 3253 4467 0 0 0 4467 0 1214 1214 0 0 0 0 0 0 0 0 0 0 0 0 1 MO 1 0 1 0 0 1 N/A CHERYL L WILLIAMS 8169609918 444 W 47TH ST STE 900 KANSAS CITY MO 64112 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHERYL L WILLIAMS 5825 OVERHILL MISSION HILLS KS 66208 TRUSTEE 2.00 0 0 0 RONALD J LOCKTON 2321 W 59TH STREET MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 DONALD S LOCKTON 6715 CHEROKEE LANE MISSION HILLS KS 66208 TRUSTEE 1.00 0 0 0 JOHN STEPHEN LOCKTON 4747 SOUTH FRANKLIN STREET CHERRY HILLS VILLAGE CO 80113 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4284363 94207 0 4378570 0 0 4378570 65679 4312891 215645 215645 3253 3253 212392 0 212392 0 212392 34937 0 34937 212392 0 0 156965 290330 86001 533296 34937 0 0 0 34937 0 177455 177455 355841 0 0 0 0 0 0 0 355841 269840 86001 X HEARTLAND THERAPEUTIC RIDING 19655 ANTIOCH ROAD OVERLAND PARK KS 66013 NONE PC GENERAL OPERATING SUPPORT 15000 MOCSA 3100 BROADWAY STE 400 KANSAS CITY MO 64111 NONE PC GENERAL OPERATING SUPPORT 10000 SYMPHONY IN THE FLINT HILLS INC 331 BROADWAY STREET COTTONWOOD FALLS KS 66845 NONE PC GENERAL OPERATING SUPPORT 5000 30000 0 14 495 14 102125 01 9120 18 177956 0 289696 0 289696 0 0 0 0 0 0 0 0 0 0 RUBINBROWN LLP 6400 3200 0 3200 ANTERO RES CORP COM (AR) 25972 27568 CHEVRON CORP (CVX) 37779 38103 ENBRIDGE INC (ENB) 5352 7653 EQT CORPORATION COM (EQT) 117513 144023 EXPAND ENERGY CORPORATION (EXE) 125660 133205 PLAINS GP HLDG L P PARTN INT A (PAGP) 39769 94839 TARGA RESOURCES CORP (TRGP) 99920 283576 WILLIAMS CO INC (WMB) 111510 179428 ALPHABET INC CLA A (GOOGL) 14733 159630 AMAZON COM INC (AMZN) 859 923 APPLE INC (AAPL) 10906 77208 BLOOM ENERGY CORP COM CL A (BE) 34590 104355 BOEING CO (BA) 83027 89236 CITIGROUP INC NEW (C) 35072 60562 CONSTELLATION ENERGY CORP (CEG) 42653 48751 CUMMINS INC (CMI) 27456 49003 EATON CORP PLC SHS (ETN) 43016 44910 EQT CORPORATION COM (EQT) 145039 148740 EXPAND ENERGY CORPORATION (EXE) 115782 129563 EXXON MOBIL CORP (XOM) 6610 6739 FTAI AVIATION LTD (FTAI) 20412 49213 GOLDMAN SACHS GRP INC (GS) 19374 32523 MARATHON PETROLEUM CORP (MPC) 34268 83756 MICROSOFT CORP (MSFT) 21151 21279 NEXTERA ENERGY INC (NEE) 37569 45679 ORACLE CORP (ORCL) 36127 31770 PALO ALTO NETWORKS INC (PANW) 13420 73680 QXO INC (QXO) 47114 48495 TARGA RESOURCES CORP (TRGP) 62848 156272 TRANE TECHNOLOGIES PLC (TT) 69339 64218 VISTRA CORP (VST) 23080 52432 ISHARES CORE MSCI EAFE ETF (IEFA) 144425 204148 ISHARES CORE MSCI EMERGING (IEMG) 88187 121735 ISHARES CORE S&P 500 ETF (IVV) 57182 82878 ISHARES RUSSELL 1000 GRW ETF (IWF) 181036 327524 ISHARES RUSSELL 1000 VALUE ETF (IWD) 184081 250725 ISHARES RUSSELL MIDCAP G ETF (IWP) 66692 78193 ISHARES RUSSELL MIDCAP V ETF (IWS) 16979 20734 JPMORGAN ULTRA-SHORT INCOME (JPST) 39762 40017 VANGUARD SHORT TERM BND (BSV) 119410 120343 VANGUARD TOTAL BOND MARKET (BND) 772731 781883 MSILF TREASURY PORT INST (MISXX) AT COST 87989 87989 LATHROP GPM 1377 0 0 1377 UNREALIZED GAIN/LOSS 11402 WEB HOSTING FEE 360 0 0 360 INVESTMENT/ADVISORY FEES 42013 42013 0 0 NONDIVIDEND DISTRIBUTIONS 9120 0 0 CHERYL L WILLIAMS 444 W 47TH STREET SUITE 900 KANSAS CITY MO 64112 FOREIGN TAXES PAID 1354 1354 0 0 FEDERAL EXCISE TAX 5000 0 0 0