TY 2020 InvestmentsOtherSchedule2
Name:
THE ROBERT D AND VIRGINIA J
| Category/ Item |
Listed at Cost or FMV |
Book Value |
End of Year Fair Market Value |
| LONGLEAF PARTNERS FUND |
FMV |
212,627 |
212,627 |
| ISHARES S&P 100 |
FMV |
47,716 |
47,716 |
| ISHARES RUSSELL MID CAP ETF |
FMV |
74,582 |
74,582 |
| ISHARES RUSSELL 2000 ETF |
FMV |
45,094 |
45,094 |
| VANGUARD FTSE DEVELOPED MARKETS ETF |
FMV |
68,502 |
68,502 |
| VANGUARD FTSE EMERGING MKTS ETF |
FMV |
29,565 |
29,565 |
| VANGUARD S&P 500 ETF |
FMV |
116,180 |
116,180 |
| VANGUARD REAL ESTATE ETF |
FMV |
15,033 |
15,033 |
| CMG ULTRA SHORT TERM BOND FUND |
FMV |
16,465 |
16,465 |