Schedule A-2 · Businesses & trusts (10% or more) 178 Steyer/Taylor Revocable Trust Trust p. 3 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Aberdare Ventures IV, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 3 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Aina Climate AI Studio LLC (Investment Firm) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 4 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Aina Climate AI Ventures I LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 4 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Carnegie Private Opportunities Fund No.1 (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 5 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: CRCM Chain SPV, LLC (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 5 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: CRCM Frontier Technology Fund I (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 6 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: CRCM G SPV, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 6 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: CRCM Opportunity Fund II, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 7 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: CRCM V-12 Investors (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 7 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Farallon Holdco LLC (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 8 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Galvanize Climate Solutions LLC (Investment Firm) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 8 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Galvanize I&E Fund GP, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 9 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Grungle Holdings LLC (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 9 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Lios Fund I (Power Sustainable) (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 10 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Search Fund Partners 4, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 10 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Search Fund Partners 9, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 11 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Tinicum Capital Partners II LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 11 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Airloom Energy (Climate Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 12 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: CarbonDrop Inc. (Climate Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 12 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Charm Industrial (Climate Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 13 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Clearblue Markets Holding Ltd (Climate Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 13 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: IOTA Software Inc. (Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 14 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Northwind Climate (Climate Data Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 14 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Plan Blue (Climate Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 15 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Reasoon Limited (Eunice) (Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 15 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Squid iQ (Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 16 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Zero Inc. (Climate Technology Company) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 16 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Alpen (Climate Technology Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 17 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Candid Health (Healthcare Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 17 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Divergent (Technology Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 18 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Heron Data (Open Credit Tech) (Technology Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 18 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Ionetix Corporation (Healthcare Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 19 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Urban Africa Partners Limited (International Development Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 19 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Seeq (Technology Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 20 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Systemiq (Climate Technology Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 20 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Wiser Solutions, Inc. (Formerly Quad Analytix, Inc.) (Technology Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 21 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Forbright Inc. (Community Bank) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 21
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Carnegie Innovation Fund
Steyer/Taylor Revocable Trust Trust p. 22
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: CRCM Opportunity Fund, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 22
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: CRCM RPL Consolidated SPV, LLC (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 23
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: CRCM Opportunity Fund III, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 23
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: V-6 Investors, L.L.C. (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 24
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: V-9 Investors, LLC (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 24
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: V-10 Investors LLC (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 25
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Earthshot Ventures Fund I, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 25
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Emerging Impact Fund II, L.P. (Radicle Impact) (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 26
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Farallon Capital AA Investors LP (FCAAI) (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 26
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Galvanize Global Equities, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 27
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Galvanize Real Estate I, GP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 27
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Catalyst Group IX, L.P. (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 28
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Catalyst Group X - Health Assurance Fund, L.P. (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 28
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Catalyst Group VIII, L.P. (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 29
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Green Rise Opportunity LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 29
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Green Rise Partners LP (Investment Firm) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 30
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: H&F Executives VIII, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 30
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Mori Point Vista LLC (Real Estate) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 31
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Ponderosa Ventures Fund I, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 31
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Ponderosa Ventures Fund II, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 32
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Search Fund Partners 5, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 32
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Search Fund Partners 6, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 33
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Search Fund Partners 7, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 33
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Search Fund Partners 8, LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 34
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Tinicum LP (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 34
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: CRCM Opportunity Fund IV, LP (Investment Fund) · $100,001–$1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 35
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Farallon Capital Partners, LP (Investment Fund) · $100,001–$1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 35
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Gridcare, Inc.
Steyer/Taylor Revocable Trust Trust p. 36
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Greenwork, Inc.
Steyer/Taylor Revocable Trust Trust p. 36 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: General Catalyst Group VIII Supplemental, L.P. (Investment Fund) · $100,001–$1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 37 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Village Global, LP (Investment Fund) · $100,001–$1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 37
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Hellman & Friedman Investors VII, L.P.
Steyer/Taylor Revocable Trust Trust p. 38
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: H&F Executives IX, LP (Investment Fund) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 38
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Ripple Labs, Inc. (Financial Technology Company) · over $1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 39
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Yosemite Fund I (Investment Fund) · over $1,000,000 · Partnership
Steyer/Taylor Revocable Trust Trust p. 39
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: Romark SCS
Steyer/Taylor Revocable Trust Trust p. 40
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Nia Impact Advisers SMA – underlying assets listed on pp. 40-65 (Investment Firm/SMA) · $100,001–$1,000,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 40 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Advanced Micro Devices Inc. (Semiconductor Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 41 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: AECOM (Infrastructure Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 41 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Amalgamated Financial Corp. (Bank) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 42 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Apple Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 42 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Atlassian Corp. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 43 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Autodesk Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 43 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Brambles Ltd. (Logistics Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 44 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Broadcom Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 44 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Brookfield Renewable Corp. (Clean Energy Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 45 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: BYD Co. Ltd. (ADR) (Electric Vehicle Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 45 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: City Developments Ltd. (Real Estate Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 46 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Cloudflare Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 46 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Core & Main Inc. (Distribution Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 47 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Daiichi Sankyo Co. Ltd. (Healthcare Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 47 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: eBay Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 48 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: EDP S.A. (Climate Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 48 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: First Solar Inc. (Climate Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 49 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Fresenius Medical Care AG (Healthcare Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 49 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: GeneDx Holdings Corp. (Healthcare Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 50 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Gilead Sciences Inc. (Healthcare Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 50 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: GSK PLC (Healthcare Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 51 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: HA Sustainable Infrastructure REIT (Real Estate Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 51 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Hologic Inc. (Healthcare Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 52 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: IBM Corp. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 52 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Lemonade Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 53 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Microsoft Corp. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 53 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Mueller Water Products (Water Measurement Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 54 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Natera Inc. (Healthcare Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 54 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: NextPower Inc. (Energy Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 55 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Palo Alto Networks Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 55 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Robinhood Markets Inc. (Financial Services Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 56 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Sanlam Ltd. (Financial Services Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 56 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: SAP SE (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 57 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Schneider Electric SA (Energy Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 57 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Shopify Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 58 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Spotify Technology SA (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 58 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Stantec Inc. (Energy Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 59 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Stride Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 59 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Sunrun Inc. (Climate Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 60 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Taiwan Semiconductor Manufacturing Co. (Semiconductor Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 60 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Telefonica S.A. (Telecommunications Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 61 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Toast Inc. (Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 61 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: United Natural Foods Inc. (Food Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 62 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Vertex Pharmaceuticals Inc. (Healthcare Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 62 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Vertiv Holdings Co. (Infrastructure Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 63 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Vestas Wind Systems A/S (Climate Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 63 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Vita Coco Co. Inc. (Beverage Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 64 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Xylem Inc. (Water Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 64 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Zillow Group Inc. (Real Estate Technology Company) · $2,000–$10,000 · Stock
Steyer/Taylor Revocable Trust Trust p. 65 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · Trustee
Value over $1,000,000 · gross income over $100,000
Holds: Iron Mountain Inc. (REIT) (Real Estate company) · $2,000–$10,000 · Stock
Jaspers Seadrift LLC LLC p. 65 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Aeolus Labs (Climate Technology Company) · $100,001–$1,000,000 · Stock
Jaspers Seadrift LLC LLC p. 66 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Elastic Energy Inc. (Climate Technology Company) · $100,001–$1,000,000 · Stock
Jaspers Seadrift LLC LLC p. 66 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Emerald AI (Climate Technology Company) · $100,001–$1,000,000 · Stock
Jaspers Seadrift LLC LLC p. 67 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Longview Infrastructure (Climate Technology Company) · $100,001–$1,000,000 · Stock
Jaspers Seadrift LLC LLC p. 67 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Unlimited Technologies (Climate Technology Company) · $100,001–$1,000,000 · Stock
Jaspers Seadrift LLC LLC p. 68 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Bayou Energy SPV (Climate Technology Company) · $10,001–$100,000 · Stock
Jaspers Seadrift LLC LLC p. 68 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Pila Energy (Climate Technology Company) · $10,001–$100,000 · Stock
Kat Taylor Revocable Trust Trust p. 69 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Bitwise Industries (Workforce Development Company) · $10,001–$100,000 · Stock
Kat Taylor Revocable Trust Trust p. 69 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Good Money Group (Financial Services Company) · $10,001–$100,000 · Stock
Kat Taylor Revocable Trust Trust p. 70 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Gracepoint Public Benefit Corporation (Workforce Development Company) · $10,001–$100,000 · Stock
Kat Taylor Revocable Trust Trust p. 70 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Buckhill HiggIndex II LP (Investment Fund) · $100,001–$1,000,000 · Partnership
Kat Taylor Revocable Trust Trust p. 71 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Candid Health (HealthCare Company) · over $1,000,000 · Stock
Kat Taylor Revocable Trust Trust p. 71 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: CapShift LLC (formerly MP Starling Holdings) (Investment Firm) · $100,001–$1,000,000 · Stock
Kat Taylor Revocable Trust Trust p. 72 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Pollinator and Orchard Management LTD (Olombria) (Convertible Loan) (Climate Technology Company) · $100,001–$1,000,000 · Stock
Kat Taylor Revocable Trust Trust p. 72 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Station A, Inc. (Climate Technology Company) · $100,001–$1,000,000 · Stock
Kat Taylor Revocable Trust Trust p. 73 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: ReGen Ventures Fund I (Investment Fund) · $10,001–$100,000 · Partnership
Kat Taylor Revocable Trust Trust p. 73 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Ruthless For Good Fund I (Investment Fund) · $10,001–$100,000 · Partnership
Kat Taylor Revocable Trust Trust p. 74 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Prime Vista Montana CoInvest (Investment Fund) · over $1,000,000 · Partnership
Kat Taylor Revocable Trust Trust p. 74 · from the PDF
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Holds: Bridge Partners Fund III (Investment Fund) · over $1,000,000 · Partnership
Kat Taylor Revocable Trust Trust p. 75
Trust · 111 Sutter St., San Francisco, CA 94104 · None
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Folium Timber Fund I, LP (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 75
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Investment Partners I, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 76
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners (Bermuda) II, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 76
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners (Bermuda) III, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 77
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners (Bermuda) IV, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 77
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners (Bermuda) Ocean AIV, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 78
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners 100, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 78
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners 90, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 79
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners 92I, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 79
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners 93, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 80
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners 95, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 80
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners 99I, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 81
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners AIV-1 A, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 81
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: General Atlantic Partners AIV-1 B, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 82
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: GA SQRS Exit, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 82
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: GA SZ Exit, L.P. (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 83
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: Golden Gate Capital Opportunity Fund, LP (Sold as of 12/31/25) (Investment Fund) · over $1,000,000 · Partnership
PE Wrapper LLC LLC p. 83
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Sources of $10,000+: X
Holds: McDonald Capital Investors SMA – underlying assets listed on pp. 84-91 (Financial Services Firm/SMA) · over $1,000,000 · Stock
PE Wrapper LLC LLC p. 84 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Alphabet Inc. (Technology Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 84 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Brookfield Corp (Financial Services Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 85 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Copart Inc. (Technology Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 85 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Ecolab Inc. (Climate Technology Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 86 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: FactSet Research Systems Inc. (Technology Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 86 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Fastenal Co. (Real Estate Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 87 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: JPMorgan Chase & Co. (JPM) (Bank) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 87 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Martin Marietta Materials Inc. (Real Estate Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 88 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Netflix Inc. (NFLX) (Technology Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 88 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Nike Inc. (NKE) (Retail Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 89 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Paychex Inc. (PAYX) (Financial Services Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 89 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Union Pacific Corp (UNP) (Transportation Company) · $100,001–$1,000,000 · Stock
PE Wrapper LLC LLC p. 90 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Berkshire Hathaway Inc. (BRK.B) (Insurance company) · over $1,000,000 · Stock
PE Wrapper LLC LLC p. 90 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Progressive Corp (PGR) (Insurance company) · over $1,000,000 · Stock
PE Wrapper LLC LLC p. 91 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Regeneron Pharmaceuticals (REGN) (Healthcare Company) · over $1,000,000 · Stock
PE Wrapper LLC LLC p. 91 · from the PDF
LLC · 111 Sutter St., San Francisco, CA 94104 · Member
Value over $1,000,000 · gross income over $100,000
Holds: Brookfield Asset Management (Financial Services Company) · $10,001–$100,000 · Stock