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6.610% 12/15/2055 109347 94130 BSB CAP TR I BOND 8.13% 07/31/2028 30322 30034 DEVON ENERGY CORP NEW BOND 7.95% 04/15/2032 25184 22698 FHLBANKS 4.000 03/08/24 34956 34703 GENENTECH INC NOTE CALL MAKE WHOLE 5.25% 07/15/2035 67892 49674 MIDAMERICAN ENERGY 5.95 46742 36313 NEWMONT CORP NOTE CALL MAKE WHOLE 5.88% 04/01/2035 30521 23542 NY CMNTY BANCP 4.125 11/01/30 25 FRN 45505 44941 OCCIDENTAL PETR 7.87% 09/15/2031 25648 22080 PLAINS ALL AMERN PIPELINE L P NOTE 6.65% 01/15/2037 110441 98385 ROGERS COMMUNICATIONS INC 8.75% 05/01/2032 33150 29107 SCRIPPS NETWORK INTERACTIVE NOTE 3.90% 11/15/2024 24341 23859 TRANSCANADA PIPELINES LTD BOND 6.20% 10/15/2037 6837 5098 UNITED STATES TREAS BDS 6.00% 02/15/2026 105927 105137 US TREASURY 4.25% 10/15/2025 100042 99922 ZIMMER BIOMET 4.25% 08/15/2035 62453 49679 ABBVIE INC 49140 71108 ALPHABET INC CLASS A 57241 61761 APPLE INC 73157 64965 AT&T INC 73899 67970 BANK OF AMERICA 58369 72036 BRISTOL MYERS SQUIBB 41143 50365 BROADCOM INC 48147 72687 CHENIERE ENERGY INC NEW 68667 71981 CISCO SYSTEMS INC 52805 67887 GENERAL MOTORS CO 62547 56448 HONEYWELL INTL INC 34656 51861 INTERNATIONAL BUSINESS MACHINES 60109 66923 JPMORGAN CHASE & CO 46062 71073 LOWES COMPANIES 39292 71726 MASTERCARD INC 60455 69546 MICROSOFT CORP 54244 64751 NESTLE ADR 15439 37636 ORACLE CORPORATION 47400 69479 RAYTHEON TECHNOLOGIES CORP COM 31575 50460 THERMO FISHER SCIENTIFIC INC 29948 68836 TJX COMPANIES INC 47767 71640 UNITEDHEALTH GROUP 48305 74225 ZIMMER BIOMET HLDGS INC COM 66538 70125 AMERICAN TOWER CORPORATION AT COST 72666 68855 BASIS ADJUSTMENT 1945 MISCELLANEOUS 531 531 0 BANK FEES 60 60 0 THE COLONY GROUP - MANAGEMENT FEE 16727 16727 0 990-PF 1186 0 0 STATE FILING FEE 35 0 0 FOREIGN TAXES 338 338 0 990-PF - ESTIMATES PAID 1640 0 0