TY 2021 IRS 990 e-File Render
Name:
JULIA B THAYER TUW
EIN:
04-6055558
Name of Stock End of Year Book Value End of Year Fair Market Value
464287507 ISHARES CORE S&P MID 8,760 22,929
921943858 VANGUARD FTSE DEVELO 32,121 44,984
202671913 AGGREGATE BOND COMMO 78,521 79,162
207543877 SMALL CAP GROWTH LEA 18,773 19,107
29099J109 EMERGING MARKETS STO 25,400 23,290
302993993 MID CAP VALUE CTF    
303995997 SMALL CAP VALUE COMM 23,664 25,414
323991307 MID CAP GROWTH COMMO 17,815 18,465
45399C107 DIVIDEND INCOME COMM 38,988 41,191
99Z466197 INTERNATIONAL FOCUSE 41,267 46,670
464287226 ISHARES CORE U.S. AG 10,906 11,294
922042858 VANGUARD FTSE EMERGI 8,072 7,716
922908363 VANGUARD 500 INDEX F 17,059 41,911
74253Q747 PRINCIPAL MIDCAP FUN 11,611 21,613
99Z639934 LARGE CAP CORE COMMO 25,970 30,025
99Z639942 MID CAP CORE COMMON 21,499 24,307
99Z639959 SMALL CAP CORE COMMO 20,591 21,661
92203J407 VANGUARD TOTAL INTL    
52469H784 CLEARBRIDGE LARGE CA 11,486 17,754
77954Q403 T ROWE PRICE BLUE CH 11,132 17,684
693390882 PIMCO INTERNATIONAL 5,252 5,208
78468R663 SPDR BLOOMBERG 1-3 M 10,816 10,789
74440Y884 PGIM HIGH YIELD FUND 5,132 5,389
99Z665806 MID CAP VALUE COMMON 17,852 20,534