Zidbeck-Silverstone Family Trust trust · from the PDF
29202 Balloch Street, Laguna Niguel, CA 92607
Value — · gross income $10,001–$100,000
Holds: Duke Energy - Stock - Fair Market Value = $10,000 - $100,000; Solar Window Technologies - Stock - Fair Market Value = $2000 - $10,000; Apple - Stock - Fair Market Value = $10,000 - $100,000; Franco Nevada Corporation - Stock - Fair Market Value - $10,000 - $100,000; Nvdia - Stock - Fair Market Value = $10,000 - $100,000; Abbvie Incorporated - Stock - Fair Market Value = $10,000 - $100,000; Costco Wholesale - Stock - Fair Market Value = $10,000 - $100,000; Intel Corporation - Stock - Fair Market Value = $10,000 - $100,000; Omega Healthcare Investors - Stock - Fair Market Value - $2000 - $10,000; Kimberly Clark Corporation - Stock - Fair Market Value - $10,000 - $100,000; PayPal Holding Incorporated - Stock - Fair Market Value - $2000 - $10,000; LTC Properties - Stock - Fair Market Value - $10,000 - $100,000; Phillips Edison and Company - Stock - Fair Market Value = $10,000 - $100,000; Proctor and Gamble - Stock - Fair Market Value = $10,000 - $100,000; Salesforce.com Incorporated - Stock - Fair Market Value = $2000 - $10,000; Realty Income Group - Stock - Fair Market Value = $2000 - $10,000; Citibank - Stock - Fair Market Value = $10,000 - $100,000; Rivian Automotive Incorporated - Stock - Fair Market Value - $2000 - $10,000; SolarWindows Technology - Stock - Fair Market Value - $10,000 - $100,000; Store Capital Corporation - Stock - Fair Market Value - $2000 - $10,000; ASML - Stock - Fair Market Value - $10,000 - $100,000; Disney - Stock - Fair Market Value - $10,000 - $100,000; Alphabet Inc SHS - Stock - Fair Market Value - $10,000 - $100,000; Tesla Inc - Stock - Fair Market Value - $10,000 - $100,000; Verizon Communications - Stock - Fair Market Value - $10,000 - $100,000; Palantir Technologies - Stock - Fair Market Value - $10,000 - $100,000; 908 Devices - Stock - Fair Market Value - $2000 - $10,000; Scholar Rock Holding Company - Stock - Fair Market Value - $10,000 - $100,000; Northrop Grumman Corporation - Stock - Fair Market Value - $10,000 - $100,000; Johnson and Johnson - Stock - Fair Market Value - $10,000 - $100,000; NiSource Incorporated - Preferred Stock - Fair Market Value - $10,000 - $100,000; Public Storage Depository - Preferred Stock - Fair Market Value - $10,000 - $100,000; California State GO BDS - Bond - Fair Market Value - $100,000 - $150,000; California State Var Purp - Bond - Fair Market Value - $100,000 - $150,000; California State Var Purp - Bond - Fair Market Value - $100,000 - $150,000; CNH Industrial NV - Stock - $10,000 - $100,000; Crowdstrike Holdings - Stock - $10,000 - $100,000; Lam Research - Stock - Fair Market Value = $10,000 - $100,000; Adobe Inc - Stock - Fair Market Value = $10,000 - $100,000; Crispr - Stock - Fair Market Value = $10,000 - $100,000; Joby Aviation - Stock - Fair Market Value = $2000 - $10,000; Amazon - Stock - Fair Market Value = $10,000 - $100,000; East-West Bank - Stock - Fair Market Value = $10,000 - $100,000; Walgreens-Boots Alliance - Stock - Will be Disposed 1/30/26, Fair Market Value = $100,000 - $1,000,000; Nike - Stock - Disposed approximately 8/1/25, Fair Market Value = $10,000 - $100,000; US Bank - Stock - Disposed approximately 8/1/25, Fair Market Value = $10,000 - $100,000; SoFi Technologies - Stock Disposed approximately 8/1/25, Fair Market Value = $10,000 - $100,000 (Walgreens Boots Alliance) · $100,001–$1,000,000 · Stock