2022-09-07T09:04:58-05:00 2021-12-31 391774588 VOGEL CONSULTING GROUP SC 3415 GATEWAY ROAD BROOKFIELD WI 53045 990PF 2021-01-01 472605358 AMICUS FOUNDATION AMIC 4066823906 PO BOX 286 CAMERON MT 59720 JOHN LAKE PRESIDENT 4066823906 2022-07-26 1 JOHN LAKE 999009999 SHANNON M ZUR P00366024 2627904960 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 10019108 X 610114 206764 206764 648917 1339478 648917 -96 820 1465699 856501 0 0 0 6891 0 0 1534 1534 0 32075 32075 0 40500 33609 0 1045700 1045700 1086200 33609 1045700 379499 822892 722846 435292 435292 2825388 2793009 6518187 2078343 2456357 3065629 5626577 5684658 10019108 5705 5000 5705 5000 X 0 0 0 0 5620872 5679658 5620872 5679658 5626577 5684658 5620872 379499 0 6000371 320713 5679658 SCHWAB 8701 - SEE ATTACHED P 2021-11-15 2021-11-15 10 10 0 0 SCHWAB 8701 - SEE ATTACHED P 2019-01-01 2021-12-31 1101263 542334 558929 558929 SCHWAB 9819 - SEE ATTACHED P 2021-01-01 2021-12-31 41734 32356 9378 9378 SCHWAB 9819 - SEE ATTACHED P 2019-01-01 2021-12-31 158968 115861 43107 43107 BOLTHOUSE FIXED INCOME LP P 2021-01-01 2021-12-31 8282 8282 8282 BOLTHOUSE FIXED INCOME LP P 2020-01-01 2021-12-31 4229 4229 4229 BOLTHOUSE EQUITY LP P 2021-01-01 2021-12-31 2233 2233 2233 BOLTHOUSE EQUITY LP P 2020-01-01 2021-12-31 14959 14959 14959 SECTION 1231 CAP GAIN P 2020-01-01 2021-12-31 7692 7692 7692 SECTION 1250 GAIN P 2020-01-01 2021-12-31 108 108 108 648917 11438 0 11438 0 11438 10726 0 7000 0 17726 X 0 6288 6288 0 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 1 1 N/A VOGEL CONSULTING GROUP SC 2627904960 3415 GATEWAY ROAD BROOKFIELD WI 53045 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN LAKE 1511 US HIGHWAY 287 NORTH CAMERON MT 59720 DIRECTOR & PRESIDENT 5.00 0 0 0 SHEILA LAKE 1511 US HIGHWAY 287 NORTH CAMERON MT 59720 DIRECTOR & SECRETARY 5.00 0 0 0 NONE 0 NONE 0 0 6901526 272129 2125151 9298806 0 0 9298806 139482 9159324 457966 457966 11438 11438 446528 0 446528 0 446528 1045700 0 1045700 446528 0 0 113504 69403 307220 31681 521808 1045700 0 0 0 446528 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