2023-06-21T08:33:54-07:00 2022-12-31 043068663 BERNARD JOHNSON & COMPANY PC 15 MAIN STREET TOPSFIELD MA 01983 990PF 2022-01-01 043556853 THE SCULLY FAMILY FOUNDATION INC SCUL 6174841878 221 MOUNT AUBURN STREET CAMBRIDGE MA 021384852 ROSMARIE H SCULLY TREASURER 6174841878 2023-06-05 true ROSMARIE SCULLY XXX-XX-XXXX true Timothy F Hagan CPA P00365920 9788872220 2023-06-21 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 816813 X X 21792 21792 21792 26167 1053173 26167 0 0 267 0 0 48226 47959 21792 0 3500 2625 875 12586 12586 0 6535 377 0 0 1876 0 1873 24497 15588 2748 661125 661125 685622 15588 663873 -637396 32371 21792 97232 24573 24573 383841 2792 2792 0 0 657837 521040 452255 156681 155649 135278 0 276465 230606 201915 0 0 0 0 1572056 934660 816813 0 0 0 0 0 X 1572056 934660 1572056 934660 1572056 934660 1572056 -637396 934660 934660 EASTERN BANK LONG-TERM CAPITAL GAINS P 2020-01-01 2022-12-31 561726 0 472944 88782 0 0 0 88782 EASTERN BANK SHORT-TERM CAPITAL GAINS P 2022-01-01 2022-12-31 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SHORT-TERM COVERED TRANSACTIONS 2022-01 Purchased 2022-12 491129 554062 Cost -62933 LONG-TERM COVERED TRANSACTIONS 2021-01 Purchased 2022-12 285346 332231 Cost -46885 LONG-TERM NON-COVERED TRANSACTIONS 2021-01 Purchased 2022-12 276380 140713 135667 LONG-TERM CAPITAL GAIN DISTRIBUTIONS 2021-01 Purchased 2022-12 318 0 Cost 318 25000 COMCAST CORP NEW CL A 3.4% 04/01/30 26015 22842 25000 JOHN DEERE CAPITAL CORP 2.65% 06/24/24 25818 24239 25000 KEYCORP 2.55% 10/01/29 26232 21086 25000 ORACLE CORPORATION 2.65% 07/15/26 26278 23006 25000 STARBUCKS CORP 2% 03/12/27 25714 22368 25000 VERIZON COMMUNICATIONS INC 2.1% 03/22/28 25592 21737 235 AT&T INC 4404 4326 188 ALPHABET INC 20385 16587 68 FACEBOOK META PLATFORMS INC 20965 8183 141 AMAZON.COM INC 23018 11844 33 BURLINGTON STORES INC 7446 6691 55 DARDEN RESTAURANTS INC 7729 7608 22 HOME DEPOT INC 7970 6949 53 MARRIOTT INTERNATIONAL INC 7811 7891 18 TESLA INC 6090 2217 14 ULTA BEAUTY INC 5299 6567 45 PEPSICO INC 7882 8130 82 SYSCO CORP 6458 6269 93 WALMART INC 12715 13186 144 CONOCOPHILLIPS 12381 16992 12 BLACKROCK INC 10002 8504 123 HARTFORD FINANCIAL SERVICES 8798 9327 110 JP MORGAN CHASE & CO 17345 14751 61 PNC BANK CORP 12849 9634 206 U.S. BANCORP NEW 8827 8984 60 ABBOTT LABORATORIES INC 7302 6587 41 ABBVIE INC 6633 6626 22 INSULET CORPORATION 5332 6477 35 IQVIA HOLDINGS INC 8492 7171 43 JOHNSON & JOHNSON 7202 7596 80 MERCK & CO INC NEW 6632 8876 18 THERMO FISHER SCIENTIFIC INC 9625 9912 27 UNITEDHEALTH GROUP INC 12555 14315 152 ROYAL PHARMA 6479 6007 14 DEERE & CO 5839 6003 26 HONEYWELL INTERNATIONAL INC 5533 5572 17 NORTHROP GRUMMAN 6918 9275 60 OSHKOSH CORP 7259 5291 96 RAYTHEON TECHNOLOGIES CORP 8734 9688 59 EATON CORP PLC 9758 9260 14 ADOBE INC 7440 4711 78 ADVANCED MICRO DEVICES INC 10112 5052 40 ANALOG DEVICES 6631 6561 162 APPLE INC 25974 21050 64 APPLIED MATERIALS 9129 6233 25 BROADCOM INC 14329 13979 53 GLOBAL PAYMENTS INC 7800 5264 70 MARVELL TECHNOLOGY INC 5445 2593 125 MICROSOFT 39913 29978 33 MOTOROLA SOLUTIONS INC 8156 8504 10 SERVICENOW 5370 3883 51 VISA INC 11313 10596 25 AIR PRODUCTS & CHEMICALS 7236 7706 73 EASTMAN CHEMICAL CO 9346 5945 49 CAMDEN PROPERTY TRUST 7265 5482 41 CROWN CASTLE INTERNATIONAL CORP 7570 5561 78 AMEREN CORP 6854 6936 94 AMERICAN ELECTRIC POWER CO 8490 8925 130.714 CONESTOGA SMALL CAP FUND 10256 7865 304 ISHARES MSCI EMERGING MKT INDEX 15357 11522 175 ISHARES RUSSELL MIDCAP GROWTH 13340 11804 144 ISHARES RUSSELL 1000 VALUE INDEX FUND 22752 21837 453 ISHARES CORE DIVIDEND GROWTH 22930 22650 1176 SPDR MSCI ACWI EX-US ETF 34616 28295 103 SPDR HEALTH CARE SELECT SPDR ETF 13411 13993 42 SPDR TECHNOLOGY IDX 6872 5226 196 VANGUARD TOTAL INTERNATIONAL INDEX FUND 10879 10137 543 VANGUARD TAX MANAGED INTL FUND 27543 22789 1127.636 COLUMBIA CORPORATE INCOME FUND 12635 9844 69 ISHARES I BOXX INV GR CORPORATE BOND FUND 7843 7275 676.58 PRINCIPAL PREFERRED SECURITIES FUND 7158 5920 715 SPDR PORTFOLIO INT TERM CORP BOND ETF 25014 22758 BANK CHARGES 30 0 27 FILING FEES 50 0 50 TELEPHONE/INTERNET 1796 0 1796 NONDIVIDEND DISTRIBUTIONS 267 0 0 EASTERN BANK INVESTMENT MANAGEMENT 12586 12586 0 FOREIGN TAX PAID 377 377 0 FEDERAL EXCISE TAX 6158 0 0