TY 2020 InvestmentsOtherSchedule2
Name:
Leonard Merrill Kurz Foundation
| Category/ Item |
Listed at Cost or FMV |
Book Value |
End of Year Fair Market Value |
| 675 IShares Inc Core MSCI Emerging Mkts |
AT COST |
33,026 |
41,877 |
| 1953 IShares TR Core MSCI |
AT COST |
117,823 |
134,933 |
| 34 S Bloomberg Barclays |
AT COST |
3,114 |
3,112 |
| 97 Vaneck Vectors Fallen Angel |
AT COST |
2,883 |
3,114 |
| 150 Vanguard Small Cap Value |
AT COST |
18,289 |
21,331 |
| 111 Vanguard Small Cap Growth |
AT COST |
19,549 |
29,710 |
| 1654 Vanguard Value |
AT COST |
174,650 |
196,760 |
| 784 Vanguard Growth |
AT COST |
125,698 |
198,619 |