TY 2022 IRS 990 e-File Render
Name:
CLARK F LYMAN UW FBO JEANETTE B ELLIS T08460
EIN:
04-6014738
Name of Stock End of Year Book Value End of Year Fair Market Value
302993993 MID CAP VALUE CTF    
464287507 ISHARES CORE S&P MID 6,233 12,578
921943858 VANGUARD FTSE DEVELO 19,230 22,538
922042858 VANGUARD FTSE EMERGI 6,269 4,756
323991307 MID CAP GROWTH COMMO 13,569 10,974
99Z466197 INTERNATIONAL FOCUSE 23,065 22,404
202671913 AGGREGATE BOND COMMO 65,036 59,293
207543877 SMALL CAP GROWTH LEA 10,766 9,315
29099J109 EMERGING MARKETS STO 17,173 13,713
303995997 SMALL CAP VALUE COMM 9,911 9,948
45399C107 DIVIDEND INCOME COMM 26,483 23,977
464287226 ISHARES CORE U.S. AG    
922908363 VANGUARD 500 INDEX F 9,773 19,324
74253Q747 PRINCIPAL MIDCAP FUN    
99Z639934 LARGE CAP CORE COMMO 20,411 19,059
99Z639942 MID CAP CORE COMMON 13,636 12,690
99Z639959 SMALL CAP CORE COMMO 9,965 9,107
92203J407 VANGUARD TOTAL INTL    
52469H784 CLEARBRIDGE LARGE CA    
77954Q403 T ROWE PRICE BLUE CH 8,055 7,452
693390882 PIMCO INTERNATIONAL 2,881 2,866
78468R663 SPDR BLOOMBERG 1-3 M    
74440Y884 PGIM HIGH YIELD FUND 3,540 3,113
99Z665806 MID CAP VALUE COMMON 11,716 11,467
46429B697 ISHARES EDGE MSCI MI 10,471 11,248
52469H255 CLEARBRIDGE LARGE CA 8,089 7,795
74256W584 PRINCIPAL MIDCAP FUN 8,333 11,553