TY 2023 IRS 990 e-File Render
Name:
TR UW YVONNE CORPORON
EIN:
04-6290000
Name of Stock End of Year Book Value End of Year Fair Market Value
202671913 AGGREGATE BOND COMMO 69,755 67,390
29099J109 EMERGING MARKETS STO 19,953 20,322
302993993 MID CAP VALUE CTF    
323991307 MID CAP GROWTH COMMO 13,496 14,450
464287507 ISHARES CORE S&P MID 6,230 14,689
921943858 VANGUARD FTSE DEVELO 15,830 21,555
207543877 SMALL CAP GROWTH LEA 5,060 5,784
303995997 SMALL CAP VALUE COMM 5,214 5,985
45399C107 DIVIDEND INCOME COMM 17,530 16,982
99Z466197 INTERNATIONAL FOCUSE 18,039 20,724
464287226 ISHARES CORE U.S. AG    
922042858 VANGUARD FTSE EMERGI 8,024 6,658
922908363 VANGUARD 500 INDEX F 16,613 32,760
74253Q747 PRINCIPAL MIDCAP FUN    
99Z639934 LARGE CAP CORE COMMO 20,358 24,301
99Z639942 MID CAP CORE COMMON 13,943 15,023
99Z639959 SMALL CAP CORE COMMO 10,767 11,168
92203J407 VANGUARD TOTAL INTL    
52469H784 CLEARBRIDGE LARGE CA    
77954Q403 T ROWE PRICE BLUE CH    
693390882 PIMCO INTERNATIONAL 6,769 7,088
78468R663 SPDR BLOOMBERG 1-3 M    
74440Y884 PGIM HIGH YIELD FUND    
99Z665806 MID CAP VALUE COMMON 10,888 12,418
46429B697 ISHARES EDGE MSCI MI 10,874 12,641
52469H255 CLEARBRIDGE LARGE CA 8,654 11,474
74256W584 PRINCIPAL MIDCAP FUN 6,862 11,794
92206C680 VANGUARD RUSSELL 100 9,438 12,405
09251M801 BLACKROCK EQTY DIVID 15,334 15,184