2026-06-25T09:29:04-05:00 2025-12-31 994625061 CRI ADVISORS LLC 5107 82ND ST STE 302 LUBBOCK TX 79424 990PF 2025-01-01 204865425 JUDY LEFTWICH CALDER CHARITABLE TR PLAINSCAPITAL BANK TRUSTEE JUDY 8067917340 PO BOX 271 LUBBOCK TX 79408 PLAINSCAPITAL BANK TRUSTEE 8067917340 2026-05-19 1 KIMBERLY D WARREN CPA P00954762 8067456789 2026-05-19 2025 2025-03-06 01:10:19Z X 271811 X X 8772 7768 5943 852722 5943 14715 13711 0 0 0 2220 1998 222 3293 3004 289 111 111 0 5624 5113 511 12399 12399 18023 5113 12910 -3308 8598 1777 1777 8397 11711 11711 193679 154652 162082 67412 0 0 0 98040 96240 1 1 1 269489 266181 271811 0 0 X 0 0 0 0 269489 266181 269489 266181 269489 266181 269489 -3308 0 266181 0 266181 PNB COMPANY #1241 ST COVERED P 845448 842250 3198 3198 PNB COMPANY #1241 LT COVERED P 5522 4485 1037 1037 PNB COMPANY #1241 ST NONCOVERED P 30 30 0 0 PNB COMPANY #1241 LT NONCOVERED P 18 14 4 4 CAPITAL GAINS DIVIDENDS P 1704 1704 1704 5943 120 0 120 0 120 326 0 0 0 326 0 206 206 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A PLAINSCAPITAL BANK 8067917355 PO BOX 271 LUBBOCK TX 79408 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PLAINSCAPITAL BANK PO BOX 271 LUBBOCK TX 79408 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 THE TRUST'S SOLE PURPOSE IS TO FUND THE CHARITABLE ACTIVITIES OF THE MAYO FOUNDATION, A 501(C)(3) CHARITABLE ORGANIZATION. 12399 0 229492 38432 0 267924 0 0 267924 4019 263905 13195 13195 120 120 13075 0 13075 0 13075 12910 0 12910 13075 0 0 254 1994 2248 1742 1233 7471 12910 0 0 0 12910 0 165 165 7306 0 0 0 0 0 0 89 7217 1994 2248 1742 1233 X MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE PC GENERAL PURPOSE 12399 12399 0 14 8772 18 5943 0 14715 0 14715 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 2220 1998 222 COMMUNICATION SERVICES SELECT SECTOR SPDR FD XLC 2228 2472 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD XLY 1436 1672 ENERGY SELECT SECTOR SPDR FUND 2167 2414 TECHNOLOGY SELECT SECTOR SPDR FUND XLK 2501 2591 BLACKROCK INSTITUTIONAL TRUST COMPANY 1914 2020 ISHARES MSCI INDIA ETF INDIA 5118 5135 AQR MANAGED FUTURES STRATEGY HV FUND I 3728 4291 SPDR GOLD SHARES 16736 20608 SWAN DEFINED RISK SDRIX 16002 14689 AGF US MARKET NEUTRAL ANTI-BETA FUND BTAL 11904 11123 CONSUMER STAPLES SELECT SECTOR SPDR FUND XLP 1623 1631 STRATEGIC VALUE DIVIDEND FUND SVAIX 8001 7782 FLEXSHARES US QUALITY LARGE CAP INDEX FUND QLC 5601 5750 HEALTH CARE SELECT SECTOR SPDR FUND XLV 6378 6347 INVESCO QQQ TRUST SERIES I QQQ 2168 2457 ISHARES RUSSELL 1000 ETF IWB 2554 2614 ISHARES RUSSELL 1000 GROWTH ETF IWF 2325 2367 ISHARES RUSSELL 1000 VALUE ETF IWD 7963 8203 SPDR S&P GLOBAL NATURAL RESOURCE PRODUCERS GNR 5346 5593 UTILITIES SELECT SECTOR SPDR ETF XLU 6455 6233 ISHARES MSCI BELGIUM ETF 8432 8457 ISHARES MSCI IRELAND ETF 4363 4411 VANGUARD FTSE EUROPE ETF 6329 7525 WISDOMTREE JAPAN HEDGED EQUITY FUND 5616 6343 DIMENSIONAL ETF TRUST EMERGING MARKETS DEXC 4386 5689 GLOBAL X MSCI GREECE ETF 2262 2241 ISHARES LATIN AMERICA 40 ETF 4307 4628 ISHARES MSCI BRAZIL ETF 2064 2160 VANECK VIETNAM ETF VNM 1904 1946 PARAMETRIC COMMODITY STRATEGY I EIPCX 2841 2690 ISHARES 7-10 YEAR TREASURY BOND ETF AT COST 27521 27213 ISHARES MBS ETF AT COST 25321 25233 KRANESHARES QUADRATIC DEFLATION ETF AT COST 6675 6416 SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF AT COST 27520 26690 SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF AT COST 5507 5476 WISDOMTREE BLOOMBERG US DOLLAR BULLISH FUND AT COST 5496 5212 MINERAL INTERESTS 1 1 1 TRUSTEE FEES 2893 2604 289 INVESTMENT FEES 400 400 0 FOREIGN TAXES PAID 111 111 0