Schedule A-2 · Businesses & trusts (10% or more) 4
N.TAKAICHI GST#1 trust · from the PDF
P.O. BOX 41244, SAN JOSE, CA 95160
Value — · gross income $0–$499
Holds: ABBOTT LABS-Fair Market Value ("FMV")-10,000-100,000-STOCK; ABBVIE INC.-FMV-10,000-100,000-STOCK; BLACKROCK, INC.-FMV-10,000-100,000-STOCK; CATERPILLAR, INC.-FMV-100,000-1,000,000-STOCK; CHEVRON CORP-FMV-10,000-100,000-STOCK; COCA COLA-FMV-10,000-100,000-STOCK; COSTCO CORP-FMV-100,000-1,000,000-STOCK; CUMMINGS, INC.-FMV-10,000-100,000-STOCK; WALT DISNEY CO.-FMV-10,000-100,000-STOCK; DOW INCE-FMV 2,000-10,000-STOCK; CIGNA - FMV-10,000-100,000-STOCK ; EXXON MOBIL-FMV-10,000-100,000-STOCK; IBM-FMV-2,000-10,000-STOCK; INTEL CORP-FMV-2,000-10,000-STOCK; JOHNSON & JOHNSON-FMV-100,000-1,000,000-STOCK; JP MORGAN CHASE-FMV-10,000-100,000-STOCK; KELLANOVE, KENVUE and WK KELLOG (formerly KELLOG CO.) -FMV 10,000-100,000-STOCK; MCDONALDS CORP-FMV-10,000-100,000-STOCK; MERCK & CO.-FMV-10,000-100,000-STOCK; MICROSOFT CORP-FMV-100,000-1,000,000-STOCK; PEPSICO, INC.-FMV-100,000-1,000,000-STOCK; LINDE PLC-FMV 10,000-100,000-STOCK; TAPESTRY, INC.-FMV-10,000-100,000-STOCK; TJX COS, INC.-FMV-10,000-100,000-STOCK; UNITED HEALTH GROUP-FMV-100,000-1,000,000-STOCK; WAL-MART STORES-FMV-10,000-100,000-STOCK; CORTEVA INC-FM 10,000-100,000-STOCK ; DUPONT DE NEMOURS-FMV 0-100 -STOCK - SOLD/DISPOSED 12.30.24 (N.TAKAICHI GST#1) · over $1,000,000 · Stock
N.TAKAICHI GST#2 trust · from the PDF
P.O. BOX 41244, SAN JOSE, CA 95160
Value — · gross income $0–$499
Holds: ALPHABET, INC.- FMW -10,000-100,000-STOCK; AMPHENOL CORP. -FMV-10,000-100,000-STOCK; APPLE, INC. -FMV -100,000-1,000,000-STOCK; BERKSHIRE HATHAWAY -FMV-10,000-100,000-STOCK; CATERPILLAR, INC. -FMV-10,000-100,000-STOCK; EMERSON ELECTRIC CO. -FMV-2,000-10,000-STOCK; EXXON MOBIL CORP -FMV-2,000-10,000-STOCK; IBM -FMV-0-1,999-STOCK -SOLD/DISPOSED 12.30.24; JP MORGAN CHASE -FMV-10,000-100,000-STOCK; LABORATORY CORP -FMV-2,000-10,000-STOCK; MASTERCARD, INC. -FMV-10,000-100,000-STOCK; MEDTRONIC- FMV-2,000-10,000-STOCK; MICROSOFT CORP -FMV-100,000-1,000,000-STOCK; MONDELEZ INTL. -FMV-2,000-10,000-STOCK; LINDE PLC-FMV 2,000-10,000-STOCK ; PROCTER & GAMBLE CO.- FMV-10,000-100,000-STOCK; SPDR GOLD TRUST -FMV-2,000-10,000-STOCK; UNILEVER INV DR -FMV-10,000-100,000-STOCK; UNITED HEALTH GROUP -FMV 10,000-100,000-STOCK; ABBVIE INC -FMV 0-1,999-STOCK; CHEVRON CORP-FMV 0-1,999-STOCK - SOLD/DISPOSED 12.30.24 (N.TAKAICHI GST#2) · over $1,000,000 · Stock
NANCY TAKAICHI ART Sole Proprietorship · from the PDF
ARTIST · P.O. BOX 41244, SAN JOSE, CA 95160 · NONE
Value $10,001–$100,000 · gross income $10,001–$100,000
TAKAICHI 1997 TRUST trust · from the PDF
P.O. BOX 41244, SAN JOSE, CA 95160
Value — · gross income $10,001–$100,000
Holds: ADVANSIX, INC.-Fair Market Value ("FMV")-0-1,999-STOCK; AT&T-FMV-10,000-100,000-STOCK; CHESAPEAKE UTILITIES-FMV-10,000-100,000-STOCK; COCA COLA -FMV-10,000-100,000-STOCK; COSTCO WEST CORP-FMV-10,000-100,000-STOCK; EXXON MOBIL-FMV-100,000-1,000,000-STOCK; FEDEX CORP-FMV-10,000-100,000-STOCK; FIRST TRUST VALUE LINE-FMV-10,000-100,000-STOCK; HONEYWELL INTL.-FMV-10,000-100,000-STOCK; IBM-FMV-10,000-100,000-STOCK; INGREDION, INC.-FMV-10,000-100,000-STOCK; ISHARES JAPAN - FMV-10,000-100,000-STOCK; ISHARES SELECT-FMV-10,000-100,000-STOCK; KROGER CO.-FMV-10,000-100,000-STOCK; MEDTRONIC PLC-FMV-10,000-100,000-STOCK; PRO SHARES S&P 500-FMV-10,000-100,000-STOCK; REALTY INCOME CORP-FMV-10,000-100,000-STOCK; SPDR GOLD-FMW-10,000-100,000-STOCK; VERIZON COMMUNICATION-FMV-10,000-100,000-STOCK; RESIDEO TECHNOLOGIES-FMV-0-1,999-STOCK ; SYNNEX CORP-FMV-10,000-100,000-STOCK ; TARGET-FMV-100,000-1,000,000-STOCK; GARRETT MOTION,FMV-0-1,000, STOCK; QUALCOMM INC.-FMV 10,000-100,000-STOCK; CONCENTRIX CORP-FMV 1,000-10,000-STOCK; MAXEONN SOLAR TECH-FMV 1,000-10,000-STOCK ; WARNER BROS DISCOVERY-FMV 2,000-10,000-STOCK; BROADCOM -FMV 10,000-100,000-STOCK; MICROSOFT -FMV 10,000-100,000-STOCK; NVIDIA CORP -FMV 10,000-100,000 (TAKAICHI 1997 TRUST) · over $1,000,000 · Stock