TY 2023 IRS 990 e-File Render
Name:
GEORGE H LUSK TRUST
Category/ Item |
Listed at Cost or FMV |
Book Value |
End of Year Fair Market Value |
911.342 SHRS DODGE & COX INT'L STOCK FUND |
AT COST |
34,544 |
44,802 |
3904.771 SHRS FIDELITY INTERMEDIATE BD FD |
AT COST |
41,931 |
39,438 |
878.455 SHRS VANGUARD EMERGING MARKETS STK INDEX FD ADM |
AT COST |
31,177 |
30,017 |
332.562 SHRS VANGUARD MID CAP IND INV ADM SHRS |
AT COST |
27,467 |
95,801 |
951.811 SHRS VANGUARD SMALL CAP IND |
AT COST |
28,825 |
97,265 |
1273.849 SHRS VANGUARD TOTAL INTER STK IND |
AT COST |
33,760 |
39,655 |
2576.349 SHRS VANGUARD DIVIDEND GROWTH FD |
AT COST |
46,797 |
95,866 |
1077.615 SHRS VANGUARD WELLESLEY INCOME FD ADM |
AT COST |
62,471 |
65,120 |
110.561 SHRS VANGUARD REIT INDEX FD ADM |
AT COST |
12,544 |
13,837 |
49.575 SHRS VANGUARD 500 INDEX FUND ADM |
AT COST |
11,294 |
21,812 |