2019-11-04T12:28:58-06:00 2018-12-31 202611371 MYCIO WEALTH PARTNERS 2929 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19104 990PF 2018-01-01 206756873 R CHANNING WHEELER FAMILY FOUNDATION RCHA 2034547773 11 SURF ROAD WESTPORT CT 06880 ROBERT C WHEELER TRUSTEE 2034547773 2019-11-04 1 DAVID GEHRING P00811026 2672952280 2019-10-18 50.201.82.202 2019-11-04 13:23:59 ES P 030717662E61368300DDE0BD74753C9DC1B9ED15 BDD4720DAB48B0944C0EECBCC1748BD217756B1A 2018 2020-03-31 21:24:44Z X 1682054 X X 25070 25070 -7564 313449 0 17506 25070 0 0 0 0 0 198 198 0 0 4526 4526 0 0 4724 4724 0 0 70750 70750 75474 4724 0 70750 -57968 20346 0 0 44965 26628 41841 566875 483550 483550 1108635 1156663 1156663 1720475 1666841 1682054 0 0 X 0 0 0 0 1720475 1666841 1720475 1666841 1720475 1666841 1720475 -57968 4334 1666841 0 1666841 IVA WORLDWIDE 2018-08-15 2018-12-20 49484 55772 -6288 -6288 OPPENHEIMER DEVELOPING MARKETS 2017-12-04 2018-08-15 204 173 31 31 ISHARES RUSSELL MID CAP 2017-02-10 2018-11-07 24974 22342 2632 2632 IVA WORLDWIDE 2017-02-10 2018-12-20 171970 186072 -14102 -14102 OPPENHEIMER DEVELOPING MARKETS 2017-02-10 2018-08-15 66800 56638 10162 10162 ISHARES RUSSELL MID CAP 2017-02-10 2018-11-07 17 16 1 1 -7564 -6257 0 266797 616688 0.432629 15971 152051 0.105037 19220 142769 0.134623 29389 208594 0.140891 83409 1061091 0.078607 0.891787 0.178357 616688 109991 203 110194 70750 407 0 407 0 407 8452 0 0 8452 0 8045 8045 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A ROBERT CHANNING WHEELER 2034547773 11 SURF ROAD WESTPORT CT 06880 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT CHANNING WHEELER 11 SURF ROAD WESTPORT CT 06880 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 HOMES WITH HOPE 25000 STANFORD UNIVERSITY FOR UNDERGRADUATE 20000 THE TAFT SCHOOL 12500 AFGHAN STRAY ANIMAL LEAGUE 4000 0 584238 41841 0 626079 0 0 626079 9391 616688 30834 30834 407 407 30427 0 30427 0 30427 70750 0 70750 0 70750 30427 0 0 83648 30400 19300 16000 87617 236965 70750 0 0 0 30427 40323 0 0 277288 0 0 0 0 0 0 83648 193640 30400 19300 16000 87617 40323 X SIMPLY SMILES 1771 POST ROAD EAST WESTPORT CT 06880 PC GIFT 250 HOMES WITH HOPE 49 RICHMONDVILLE AVE SUITE 112 WESTPORT CT 06880 PC GIFT 25000 STANFORD FUND FOR UNDERGRADUATE STANFORD UNIVERSITY DEVELOPMENT SERVICES PO BOX 20466 STANFORD CA 94309 PC GIFT 20000 OAKLAND PARKS AND RECREATION - ACE 250 FRANK H OGAWA PLAZA SUITE 3330 OAKLAND CA 94612 PC GIFT 250 CT FOOD BANK PO BOX 8686 NEW HAVEN CT 06531 PC GIFT 1500 THE TAFT SCHOOL 110 WOODBURY RD WATERTOWN CT 06795 PC GIFT 12500 WESTPORT VOLUNTEER EMS 50 JESUP RD WESTPORT CT 06880 PC GIFT 750 AFGHAN STRAY ANIMAL LEAGUE 6050 COLCHESTER RD FAIRFAX VA 22030 PC GIFT 4000 URI 1009 GENERAL KENNEDY AVE 1 SAN FRANCISCO CA 94129 PC GIFT 1000 WESTPORT VOLUNTEER FIRE DEPT 50 JESUP RD WESTPORT CT 06880 PC GIFT 500 SAVE THE SOUND 900 CHAPEL STREET NEW HAVEN CT 06510 PC GIFT 1000 WILDLIFE IN CRISIS 44 INDIAN VALLEY RD WESTON CT 06883 PC GIFT 500 ASPETUCK LAND TRUST PO BOX 444 WESTPORT CA 06881 PC GIFT 1000 THE UCLA FOUNDATION 0889 WILSHIRE BLVD SUITE 1100 LOS ANGELES CA 90024 PC GIFT 2500 70750 0 522100 25070 18 -7564 25070 -7564 0 17506 0 0 0 0 0 0 0 0 0 0 ISHARES RUSSELL MID CAP 42023 42023 SPDR S&P DIVIDEND ETF 377327 377327 TEMPLETON GLOBAL BOND 15469 15469 VANGUARD SHORT TERM INVESTMENT GRADE 24619 24619 DFA US SMALL CAP 24112 24112 NORTHWESTERN MUTUAL LIFE INSURANCE POLICY #15611762 1108635 1156663 1156663 LIFE INSURANCE PREM 4432 4432 0 0 MARGIN INTEREST 94 94 0 0 0 0 0 0 0 0 0 0 INSURANCE PREMIUM 4334 FOREIGN TAXES PAID 198 198 0 0