2026-05-07T09:01:37-05:00 2025-12-31 941687665 BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 990PF 2025-01-01 806084989 IM BARBARA M BURNS FOUNDATION BURN 8888663275 PO BOX 653067 DALLAS TX 752653067 CHRISTINE BENT TRUSTEE 8888663275 2026-04-22 true KAREN J KISER P00146417 8888663275 2026-04-22 2025 2025-03-06 01:10:19Z X 1941139 380674 31232 31232 373931 538958 373931 0 785837 405163 5809 3485 2324 0 0 0 0 0 0 0 0 2209 596 0 0 0 0 0 0 0 8018 4081 0 2324 50000 50000 58018 4081 0 52324 727819 401082 0 365016 365016 29088 31439 31439 0 0 0 846949 1206660 1544684 0 876037 1603115 1941139 0 X 876037 1603115 876037 1603115 876037 1603115 876037 727819 0 1603856 741 1603115 26. ISHARES CORE TOT U S BD MKT ETF 2019-11-20 2025-03-14 2557 2978 -421 -421 215. ISHARES CORE TOT U S BD MKT ETF 2019-12-06 2025-03-14 21147 24201 -3054 -3054 2. ISHARES CORE TOT U S BD MKT ETF 2022-01-31 2025-03-14 197 223 -26 -26 61. ISHARES CORE TOT U S BD MKT ETF 2022-05-31 2025-03-14 6000 6311 -311 -311 206. ISHARES CORE TOT U S BD MKT ETF 2022-07-15 2025-03-14 20262 21074 -812 -812 7. ISHARES CORE TOT U S BD MKT ETF 2023-01-31 2025-03-14 689 700 -11 -11 45. ISHARES CORE TOT U S BD MKT ETF 2023-01-31 2025-03-14 4426 4497 -71 -71 14. ISHARES CORE TOT U S BD MKT ETF 2023-01-31 2025-03-14 1377 1399 -22 -22 5. ISHARES CORE TOT U S BD MKT ETF 2024-10-11 2025-03-14 492 498 -6 -6 36. ISHARES S&P SMALLCAP 600 INDEX FUND 2025-01-10 2025-03-14 3760 4065 -305 -305 169. VANGUARD TOTAL INTERNATL BOND ETF 2019-12-06 2025-03-14 8188 9795 -1607 -1607 120. VANGUARD TOTAL INTERNATL BOND ETF 2020-08-31 2025-03-14 5814 6930 -1116 -1116 113. VANGUARD TOTAL INTERNATL BOND ETF 2021-09-17 2025-03-14 5475 6478 -1003 -1003 47. VANGUARD TOTAL INTERNATL BOND ETF 2020-04-17 2025-03-14 2277 2677 -400 -400 12. VANGUARD TOTAL INTERNATL BOND ETF 2020-04-17 2025-03-14 581 683 -102 -102 7. VANGUARD TOTAL INTERNATL BOND ETF 2020-01-17 2025-03-14 339 398 -59 -59 52. VANGUARD FTSE EMERGING MARKETS ETF 2021-09-17 2025-03-14 2388 2680 -292 -292 6. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-06 2025-03-14 276 304 -28 -28 16. VANGUARD 500 INDEX FUND SHS ETF 2019-12-06 2025-03-14 8247 4631 3616 3616 27. AVANTIS EMERGING MARKETS EQUITY ETF SHS 2024-10-11 2025-09-29 2021 1751 270 270 27. AVANTIS INTERNATIONAL EQUITY ETF 2025-03-14 2025-09-29 2121 1815 306 306 7. ISHARES S&P SMALLCAP 600 INDEX FUND 2025-01-10 2025-09-29 829 790 39 39 4. ISHARES S&P SMALLCAP 600 INDEX FUND 2024-02-16 2025-09-29 474 429 45 45 213. JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2020-03-10 2025-09-29 5108 4844 264 264 29. VANGUARD FTSE DEVELOPED MARKETS ETF 2024-10-11 2025-09-29 1730 1507 223 223 4. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-06 2025-09-29 216 203 13 13 22. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-27 2025-09-29 1188 1114 74 74 6. VANGUARD FTSE EMERGING MARKETS ETF 2021-08-25 2025-09-29 324 303 21 21 4. VANGUARD FTSE EMERGING MARKETS ETF 2021-11-30 2025-09-29 216 196 20 20 21. VANGUARD 500 INDEX FUND SHS ETF 2019-12-06 2025-09-29 12814 6078 6736 6736 13. VANGUARD MID-CAP ETF 2025-01-10 2025-09-29 3798 3420 378 378 18. AVANTIS EMERGING MARKETS EQUITY ETF SHS 2024-10-11 2025-12-01 1383 1167 216 216 35. AVANTIS INTERNATIONAL EQUITY ETF 2025-03-14 2025-12-01 2820 2353 467 467 32. ISHARES CORE TOT U S BD MKT ETF 2025-09-29 2025-12-01 3202 3210 -8 -8 29. ISHARES S&P SMALLCAP 600 INDEX FUND 2024-02-16 2025-12-01 3491 3109 382 382 259. JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 2020-03-10 2025-12-01 6327 5890 437 437 381. METROPOLITAN WEST TOTAL RETURN BOND FD CL P 2020-01-21 2025-12-01 3303 3931 -628 -628 4. VANGUARD FTSE DEVELOPED MARKETS ETF 2024-10-11 2025-12-01 245 208 37 37 78. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-14 2025-12-01 4784 4052 732 732 37. VANGUARD TOTAL INTERNATL BOND ETF 2020-01-17 2025-12-01 1828 2103 -275 -275 33. VANGUARD FTSE EMERGING MARKETS ETF 2021-11-30 2025-12-01 1793 1618 175 175 17. VANGUARD 500 INDEX FUND SHS ETF 2019-12-06 2025-12-01 10643 4920 5723 5723 1. VANGUARD MID-CAP ETF 2025-01-10 2025-12-01 291 263 28 28 11. VANGUARD MID-CAP ETF 2025-03-14 2025-12-01 3203 2817 386 386 450. NVIDIA CORP COM 2020-06-08 2025-12-16 79254 3994 75260 75260 1680. NVIDIA CORP COM 2020-02-24 2025-12-16 295882 11664 284218 284218 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 CAPITAL GAIN DIVIDENDS P 3511 373931 5575 0 5575 0 5575 1613 0 0 1613 0 3962 0 0 false false false false false false false true true CT true false false false false true BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false false false false false false false false false false false false false false false false false false CHRISTINE BENT PO BOX 888 TIBURON CA 94920 TRUSTEE 1 0 BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 INVESTMENT MANAGEMENT 1 5809 NONE 0 NONE 0 1180510 21709 0 1202219 0 0 1202219 18033 1184186 59209 59209 5575 5575 53634 0 53634 0 53634 52324 0 0 0 0 52324 53634 50917 0 0 0 0 0 0 0 52324 50917 0 0 1407 0 0 0 0 0 0 0 0 52227 0 0 0 0 0 0 0 0 CHRISTINE BENT NONE X SIMMONS UNIVERSITY 300 THE FENWAY BOSTON MA 02115 N/A PC UNRESTRICTED GENERAL 5000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREET NEW YORK NY 100383533 N/A PC UNRESTRICTED GENERAL 5000 CAMP LAUNCHER 314 BRYN MAWR AVENUE BALA CYNWYD PA 19004 N/A PC UNRESTRICTED GENERAL 5000 GILEAD HOUSE 1024 7TH STREET NOVATO CA 949452206 N/A PC UNRESTRICTED GENERAL 5000 SAVE THE REDWOODS LEAGUE 111 SUTTER STREET SAN FRANCISCO CA 94104 N/A PC UNRESTRICTED GENERAL 5000 SIDE BY SIDE 300 SUNNY HILLS DRIVE SAN ANSELMO CA 94960 N/A PC UNRESTRICTED GENERAL 5000 STERNE SCHOOL 838 KEARNY STREET SAN FRANCISCO CA 94108 N/A PC UNRESTRICTED GENERAL 5000 ENORMOUS CHANGES INC 1520 LYON STREET SAN FRANCISCO CA 94115 N/A PC UNRESTRICTED GENERAL 15000 50000 14 31232 18 373931 405163 405163 false false false false false false false false false false X X 1 CHRISTINE BENT 100 Hacienda Dr Belvedere Tiburon CA 949201104 380674 X 1 12/12/25 RECD 1,680 SHARES 12/12/25 RECD 450 SHARES 380674 2020-06-08 464287226 ISHARES CORE U.S. AG 464287804 ISHARES CORE S&P SMA 46435U853 ISH USD HIGH YIELD C 78468R663 SPDR BLOOMBERG 1-3 M 921943858 VANGUARD FTSE DEVELO 92203J407 VANGUARD TOTAL INTER 922042858 VANGUARD FTSE EMERGI 922908363 VANGUARD 500 INDEX F 922908629 VANGUARD MID-CAP ETF 48129C603 JP MORGAN U.S. LARGE 592905509 METROPOLITAN WEST TO 464286533 ISHARES EDGE MSCI MI 46429B689 ISHARES EDGE MSCI MI ADVANTIS EMERGING MKTS AMERICAN CENTY ETF TR 025072604 AVANTIS EMERGING MAR 27970 31963 025072703 AVANTIS INTERNATIONA 60034 71042 464287226 ISHARES CORE U.S. AG 182749 186476 464287804 ISHARES CORE S&P SMA 71520 106720 78468R606 STATE STREET SPDR PO 31097 31315 921943858 VANGUARD FTSE DEVELO 78183 116756 92203J407 VANGUARD TOTAL INTER 112440 109300 922042858 VANGUARD FTSE EMERGI 51295 62469 922908363 VANGUARD 500 INDEX F 151758 282209 922908629 VANGUARD MID-CAP ETF 147608 231305 48129C603 JP MORGAN U.S. LARGE 147005 175488 592905764 METROPOLITAN WEST TO 145001 139641 INCOME ADJ 739 ROUNDING 2 FEDERAL ESTIMATES - PRINCIPAL 1613 0 0 FOREIGN TAXES ON QUALIFIED FOR 405 405 0 FOREIGN TAXES ON NONQUALIFIED 191 191 0