2026-03-13T12:15:30-05:00 2025-04-30 331498605 PLANTE & MORAN PLLC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 01880 990PF 2024-05-01 046773530 WILSON FAMILY FOUNDATION C/O PLANTE & MORAN PLLC WILS 7818994350 401 EDGEWATER PLACE 300 WAKEFIELD MA 01880 JAMES WILSON TRUSTEE 7818994350 2026-03-13 1 1 JODY K BOOTH P00963825 7812459999 2026-03-13 2024 2025-03-06 01:10:19Z X 144365 X 150113 6 6 783 783 40909 139189 40909 191811 41698 0 0 0 0 0 0 10000 10000 10000 0 10000 181811 41698 3669 5133 5133 0 142314 139232 3669 147447 144365 0 0 X 1572546 1572546 0 0 -1568877 -1425099 3669 147447 3669 147447 3669 181811 0 185480 38033 147447 1,500 SHARES OF GILEAD SCIENCE 2024-05-24 2024-12-20 139189 98280 40909 40909 40909 580 0 580 0 580 249 0 0 0 249 14 345 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 1 0 0 1 N/A JAMES WILSON 6177381139 65 UPLAND ROAD BROOKLINE MA 02146 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES M WILSON 65 UPLAND ROAD BROOKLINE MA 02445 TRUSTEE 0.00 0 0 0 M JANE WILSON 65 UPLAND ROAD BROOKLINE MA 02445 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 145581 4153 0 149734 0 0 149734 2246 147488 7374 7374 580 580 6794 0 6794 0 6794 10000 0 10000 6794 0 0 8840 33735 2742 45317 10000 0 0 0 6794 3206 0 0 48523 0 0 0 0 0 0 8840 39683 33735 2742 3206 X CRANBERRY ISLES REALTY TRUST PO BOX 4 CRANBERRY ISLES ME 04625 NONE PC GENERAL PURPOSE 10000 10000 0 14 6 14 783 18 40909 0 41698 0 41698 3 THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSE BY MAKING DIRECT GIFTS. THE SOURCE OF THESE GIFTS IS THE INCOME AND/OR PRINCIPAL OF ITS INVESTMENT PORTFOLIO. THE INTEREST, DIVIDENDS, CAPITAL GAINS AND OTHER INCOME ON LINES 3, 4, 7 AND 8 ARE THE INCOME GENERATED FROM THIS PORTFOLIO. 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES M AND JANE WILSON 65 UPLAND ROAD BROOKLINE MA 02445 150113 X X 1 GILEAD SCIENCES, INC. 1,500 SHS 136313 2024-12-19 INDUSTRIAL SEL SEC SPDR FD (XLI) AT COST 22451 22307 INVESCO S&P 500 EQUAL WEIGHT R (RSP) AT COST 44631 43131 THE FINANCIAL SEL SECT SPDR FD (XLF) AT COST 22489 22673 UTILITIES SEL SECT SPDR FUND (XLU) AT COST 22672 23670 VANGUARD S&P MID-CAP 400 ETF (IVOO) AT COST 30071 27451 UNREALIZED GAIN ON CONTRIBUTED ASSETS 38033 WILSON FAMILY CHARITABLE FUND 65 UPLAND ROAD BROOKLINE MA 02445