David C Kalemkarian: 2025 Annual statement

Shawn A. Kalemkarian Separate Property Trust trust p. 3 · from the PDF

5260 N. Palm Ave. Suite 100, Fresno, CA 93704

Value — · gross income $1,001–$10,000

Holds: Abbott Labs (Global Healthcare Company) · $10,001–$100,000 · Stock

Shawn A. Kalemkarian Separate Property Trust trust p. 3

5260 N. Palm Ave. Suite 100, Fresno, CA 93704

Value — · gross income over $100,000

Sources of $10,000+: Chevron Corp, Exxon Mobil Corp, Los Angeles Calif Dept Wtr & Pwr Rev Bonds B, Palomar Calif Cmnty College Dist GO LT Prfd, Calif St Var Purp GO Bds, Salinas Calif Facs Fing Auth Lease Rev Ref A

Holds: Tortoise MLP & Energy Income Fund CLC, energy fund, FMV 10,000-100,000, Investment fund; Altria Group, Inc, tobacco and wine co., FMV 100,000-1,000,000, Stock; AT&T, Inc., telecommunications company, FMV 10,000-100,000, Stock; Chevron Corp, energy company, FMV 100,000-1,000,000, Stock; Coca Cola Company, beverage company, FMV 10,000-100,000, Stock; Exxon Mobil Corp, oil and gas company, FMV 100,000-1,000,000, Stock; Pepsico, Inc, food and beverage company, FMV 100,000-1,000,000, Stock; Pfizer, healthcare products & pharmaceuticals, FMV 10,000-100,000, Stock; Philip Morris Intl, Inc, international tobacco company, FMV 100,000-1,000,000, Stock; Procter & Gamble Co, personal care and household products company, FMV 10,000-100,000, Stock; Verizon Communications Co, broadband & telecommunications company, FMV 10,000-100,000, Stock; Vodafone Group, PLC, mobile telecommunications company, FMV 2,000-10,000, Stock (Various--See attached) · over $1,000,000 · Stock and Investment Funds