2025-05-13T15:26:02-05:00 2024-12-31 994625061 CRI ADVISORS LLC 5107 82ND ST STE 302 LUBBOCK TX 79424 990PF 2024-01-01 206240606 GLADYS & JD LEFTWICH CHARITABLE TRUST #2 LEFT 8067917340 PO BOX 271 LUBBOCK TX 79408 PLAINS CAPITAL BANK TRUSTEE 8067917340 2025-05-07 1 1 JEFFREY COLLINS CPA P00044119 8067456789 2025-05-07 2024 2025-03-06 01:10:19Z X 613678 X X 21857 21374 23761 1614401 23761 45618 45135 0 0 0 2195 1756 439 8042 6708 1334 321 321 0 10558 8785 1773 30454 30454 41012 8785 32227 4606 36350 1777 54706 48544 48544 317155 417644 418579 233430 145486 146555 607068 611674 613678 0 0 X 0 0 0 0 607068 611674 607068 611674 607068 611674 607068 4606 0 611674 0 611674 ST COVERED P 1595578 1575602 19976 19976 LT COVERED P 18674 14948 3726 3726 ST NONCOVERED P 93 90 3 3 LT NONCOVERED P 56 56 56 23761 505 0 505 0 505 1385 0 0 0 1385 0 880 880 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 N/A PLAINSCAPITAL BANK 8067917340 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 FUNCTION IS TO CONTRIBUTE TO MEALS ON WHEELS AND THE SALVATION ARMY, BOTH 501(C)(3) CHARITABLE ORGANIZATIONS, IN THE LUBBOCK, TEXAS AREA. 30454 0 350941 44227 0 395168 0 0 395168 5928 389240 19462 19462 505 505 18957 0 18957 0 18957 32227 0 32227 18957 12566 0 0 32227 12566 0 0 18957 704 0 0 704 0 0 0 0 0 0 0 704 704 X LUBBOCK MEALS ON WHEELS 2304 34TH STREET LUBBOCK TX 79412 501(C)(3) GENERAL SUPPORT 15227 SALVATION ARMY PO BOX 2785 LUBBOCK TX 79408 501(C)(3) GENERAL SUPPORT 15227 30454 0 14 21857 18 23761 0 45618 0 45618 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2195 1756 439 INVESCO S&P 500 HIGH BETA ETF SPHB 29986 29786 ISHARES RUSSELL MIDCAP GROWTH ETF IWP 24504 25477 ISHARES S&P SMALL CAP 600 GROWTH ETF IJT 24188 23825 ISHARES MSCI GERMANY ETF EWG 8847 8560 ISHARES MSCI JAPAN ETF EWJ 12092 11273 ISHARES MSCI INDIA ETF INDIA 5777 5317 COMMUNICATION SERVICES SELECT SECTOR SPDR FD XLC 3881 4163 CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD XLY 15261 17499 FINANCIAL SELECT SECTOR SPDR FUND XLF 15266 16287 MATERIALS SELECT SECTOR SPDR FUND XLB 4076 3618 TECHNOLOGY SELECT SECTOR SPDR FUND XLK 15793 16276 ISHARES PREFERRED & INCOME SECURITIES ETF PFF 36884 35213 ENERGY SELECT SECTOR SPDR FUND 4103 3769 ISHARES MSCI USA MOMENTUM FACTOR ETF 30882 30417 VANGUARD MEGA CAP GROWTH ETF 30795 31250 ISHARES MSCI AUSTRALIA ETF 10576 9568 ISHARES MSCI CANADA ETF 14571 14669 ISHARES MSCI EAFE ETF 15474 14820 ISHARES MSCI ISREAL ETF 10336 12097 BLACKROCK INSTITUTIONAL TRUST COMPANY 4505 4080 GLOBAL X MSCI ARGENTINA ETF 2776 3224 ISHARES MSCI CHINA A ETF 1771 1702 ISHARES MSCI EMERGING MARKETS ETF 10025 9535 ISHARES MSCI PACIFIC EX-JAPAN ETF EPP 4494 4074 AQR MANAGED FUTURES STRATEGY HV FUND I 52878 50361 SPDR GOLD SHARES 27903 31719 VANECK VECTORS BDC AT COST 45594 46747 ISHARES IBOXX USED HYG AT COST 45905 45460 SPDR BLMBERG BARCLAY CWB AT COST 44768 45566 VANECK VECTORS ETF T AT COST 9219 8782 TRUSTEE FEES 6671 5337 1334 INVESTMENT EXPENSE 1371 1371 0 FOREIGN TAXES PAID 321 321 0