David C Kalemkarian: 2024 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+: Altria Group, Inc, Chevron Corp, Exxon Mobil Corp, Pfizer, Inc, Verizon Communications Com, San Mateo-Foster City PFA BDS Los Angeles Calif Cmnty College Dist LT A PRF, Silicon VY Clean WTR Calif Waste Water Rev ETM

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; Viatris, Inc, global healthcare company, FMV 2,000-10,000, Stock; Vodafone Group, PLC, mobile telecommunications company, FMV 2,000-10,000, Stock; Prudential California Muni Fund, municipal bond fund, FMV 10,000-100,000, Investment fund; Warner Bros Discovery, entertainment conglomerate, FMV 2,000-10,000, Stock, sold on 4/3/24 (Various--See attached) · over $1,000,000 · Stock and Investment Funds