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ROYALTY INCOME 14 20 K-1 - RENTAL INCOME 14 K-1 - PORTFOLIO INCOME 14 -3364 CHARLES RIVER FUND IV LP 523000 7938 14 -7938 10566 3314527 0 3325093 0 0 0 0 0 0 0 0 0 0 ISHARES RUSSELL 1000 INDEX 4842062 10527222 PARNASSUS CORE EQUITY 2631830 3879764 JP MORGAN LARGE CAP GROWTH FUND 1794365 2845773 TECHNOLOGY SELECT SECTOR 724413 1261188 SCHWAB FUNDAMENTAL US 756619 983887 SCHWAB US DIVIDEND 2815612 3418224 T ROWE PRICE QM US SMALL CAP GROWTH EQUITY 1892721 2156138 JPM UNDISCOVERED MGRS BEHAVIORAL VALUE 1253350 1468218 ARCHIPELAGO PARTNERS OFFSHORE FUND (OFFSHORE) 1927400 927400 5054184 BAIRD INTERNATIONAL BOND 1630721 1695378 1697546 BLACKROCK APPRECIATION (Q-BLK) (OFFSHORE) 197231 0 3995264 BRECKENRIDGE ADVISORS 3801701 3880933 3841955 CHARLES RIVER INSTL FUND II LP 179962 179986 272603 CHARLES RIVER INSTL FUND IV LP 233245 192603 217043 CROSSINGBRIDGE LOW DURATION HIGH YIELD FUND INSTL 1200000 1200000 1150137 CVC GLOBAL SPECIAL SIT FUND LP 172953 123056 39450 DODGE & COX INTERNAIONAL 1023880 1048296 1108416 GOLUB CAPITAL PARTNERS INTERNATIONAL (OFFSHORE) 308723 263828 437500 GUGGENHEIM TOTAL RETURN BOND INSTL 2643425 2643425 2200909 ISHARES MSCI EAFE VALUE INDEX 1217795 1217795 1314846 LCN NORTH AMERICAN FUND II 451501 411880 387775 PALATINE REAL ESTATE FUND II, LP 142372 107002 98559 RC-MC III 2008 LLC 133432 155526 280621 RC-MCII 2007 LLC 230418 224088 92470 RC-MORGAN CREEK I ASSOCIATES LLC 128279 128721 51188 US TREASURY NOTE 0.625% 0 499663 502204 US TREASURY NOTE 1.75% 0 496469 497368 US TREASURY NOTE 2.25% 743275 498990 513242 US TREASURY NOTE 1.50% 748445 0 0 US TREASURY NOTE 0.75% 747583 0 0 US TREASURY NOTE 2.25% 747569 0 0 US TREASURY NOTE 3.00% 741658 0 0 US TREASURY NOTE 3.50% 492391 492391 507454 US TREASURY NOTE 4.00% 496736 496736 503991 US TREASURY NOTE 3.875% 593146 593146 611304 US TREASURY NOTE 4.125% 0 498402 503099 US TREASURY NOTE 4.625% 09/15/2026 0 492615 501636 US TREASURY NOTE 4.625% 598794 598794 604489 WCM FOCUSED INTERNATIONAL GROWTH 3198289 3198289 5159488 NET RENTAL LOSS FORM PARTNERSHIPS 7328 7328 0 PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS 29637 29637 0 FILING FEES 25 25 0 NONDEDUCTIBLE EXPENSES 102 0 0 EVENT EXPENSE 107455 0 0 NONDEDUCTIBLE REIMBURSEMENTS 142560 0 0 ORDINARY INC FROM PARTNERSHIPS 3682 3682 3682 RETURN OF DONATION 9555 0 9555 RC-MC II 2007 LLC 189 -2606 189 K-1 - ROYALTY INCOME 20 20 20 K-1 - PORTFOLIO INCOME -3364 -3364 -3364 SCHWAB CUSTODY FEES 0 0 0 CAPTRUST 210356 159971 50385 SUSAN GRINEL - GRANT ADMINISTRATION 110000 0 110000 PHILPOTT BILLS STOLL & MEEKS 2623 2623 0 BRECKENRIDGE FEES 0 0 0 LEGAL FEES 248 248 0 AUDIT FEES 32000 32000 0 PATRICIA GARCIA - GRANT ADMINISTRATION 1000 0 1000 BRIAN COHEN - GRANT ADMINISTRATION 528 0 528 FOREIGN TAX W/HELD 12113 12113 0 2022 CA FORM RRF-1 200 200 0