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711141 711141 5000 shares of Cisco 316850 316850 200 shares of Citigroup 12078 12078 400 shares of Cleveland Cliffs 8708 8708 6792 shares of Comcast 341841 341841 401 shares of Dell 22524 22524 2000 shares of Eastman Chemical 241820 241820 2000 shares of Edison Intl 136500 136500 2400 shares of Edwards Lifesciences 310920 310920 2000 shares of General Mills 134760 134760 2000 shares of Hewlett Packard 31540 31540 2000 shares of Home Depot 830020 830020 605 shares of Iberdrola 28562 28562 8000 shares of IBM 1069280 1069280 500 shares of J M Smucker 67910 67910 12000 shares of JPMorgan Chase 1900200 1900200 2000 shares of Louisana Pacific 156700 156700 510 shares of Match Group 67448 67448 6000 shares of Microsoft 2017920 2017920 1000 shares of Newell Brands 21840 21840 7200 shares of Nutrien Ltd 541440 541440 332 shares of Nvidia 97645 97645 1000 shares of Oracle 87210 87210 6400 shares of Perkinelmer 1286784 1286784 2000 shares of Pfizer 118100 118100 25 shares of PJT Partners 1852 1852 50000 shares of Proctor Ganble 8179000 8179000 1167 shares of Raytheon Technologies 100432 100432 2000 shares of Repsol YPF 23689 23689 142 shares of Royal Dutch Shell Class A 6163 6163 2000 shares of Royal Ducth Shell Class B 86700 86700 2000 shares of Seagate 225960 225960 1000 shares of Sempra Energy 132280 132280 50 shares of Shopify 68870 68870 10000 shares of Verizon Communications 519600 519600 1192 shares of Vodafone 17797 17797 4054 shares of Weyerhaeuser 166944 166944 400 shares of Zimmer Bio Holdings 50816 50816 704 shares of Apple 125009 125009 1600 shares of Kyndryl Holdings 28959 28959 294 shares of Qualcomm 53763 53763 176 shares of VMWare 20394 20394 Blackrock Innovation and Growth TR FMV 109050 109050 Nuveen Core Plus Impact FMV 137250 137250 Legal Fees 2091 2091 Office Expense 1443 1455 Social Media 860 860 Miscellaneous 200 200 Supplies 12 12 Bank Charges 245 245 Insurance 2089 2089 Website 203 203 Information Technology 112 112 Advisory Fees 240 240 Credit Card Rebate 103 103 Reimbursement 1062 1062 Change in Unrealized Gain/Loss 4291173 Payroll Fees 524 524 Tax Preparation Fees 1500 1500 Estate of John Peterson 2475 Loring Street San Diego CA 92109 Foreign Taxes on Investments -Canada 1976 Foreign Taxes on Investments -Japan 183 Foreign Taxes on Investments -Spain 499 Foreign Taxes on Investments -UK 35 Excise Taxes 5966 State Taxes Fees 225