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sfi.db/filings 44781 Kevin F Coppinger 2024 2024-01-01T00:00:00   1 Coppinger Kevin F (978) 750-1900 Ext : 3370 kcoppinger@essexsheriffma.org You indicated that you had no dependent child(ren) residing in your household at any time during 2024. Page 1 of 26 Essex County Sheriff's Department 20 Manning Avenue, Middleton, MA, 01949, US Sheriff 01/04/2017 Lynn Police Credit Union 300 Washington Street, Lynn, MA, 01902, US Manager $20,001 to 40,000 Page 2 of 26 St. Joseph's School 15 Gould St., Wakefield, MA, 01880, US Employee Page 3 of 26 Lynn Police Credit Union 300 Washington Street, Lynn, MA, 01902, US Director F, S/C Page 4 of 26 Name of Trust Real Estate Address Beneficiary Transferor Coppinger Family Nominee Trust F, S/C Yes Page 5 of 26 Page 6 of 26 Page 7 of 26 Name of Bond/ Other Security Description of Investment Income from Investment Massachusetts ST DEV FIN F, S/C Bond Less than $1,001 Massachusetts ST GO REF F, S/C Bond Less than $1,001 Andover MASS GO MUN PURP F, S/C Bond Less than $1,001 Massachusetts ST COMWLTH F, S/C Bond Less than $1,001 Minuteman REGL VOC TECH F, S/C Bond Less than $1,001 Page 8 of 26 Georgetown Mass, GO Unltd Tax Ref Bds F, S/C Bond Less than $1,001 Page 9 of 26 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Coca-Cola Company (The) Common Stock(KO) F, S/C Duke Energy Corporation (Holding Company) Common Stock(DUK) F, S/C Microsoft Corporation Common Stock(MSFT) F, S/C Pfizer, Inc. Common Stock(PFE) F, S/C SPDR S&P 500(SPY) F, S/C Vanguard Consumer Discretion ETF DNQ(VCR) F, S/C Page 10 of 26 Vanguard Health Care ETF DNQ(VHT) F, S/C Alphabet Inc. Class A Common Stock(GOOGL) F, S/C Amazon.com, Inc. - Common Stock(AMZN) F, S/C American Express Company Common Stock(AXP) F, S/C Apple Inc. Common Stock(AAPL) F, S/C Astrazeneca PLC Common Stock(AZN) F, S/C Avago Technologies Limited Ordinary Shares(AVGO) F, S/C Caterpillar, Inc. Common Stock(CAT) F, S/C Page 11 of 26 Consolidated Edison, Inc. Common Stock(ED) F, S/C Costco Wholesale Corporation Common Stock(COST) F, S/C D.R. Horton, Inc. Common Stock(DHI) F, S/C Exxon Mobil Corporation Common Stock(XOM) F, S/C Meta Platforms Inc Cl A F, S/C Fifth Third Bancorp - Common Stock(FITB) F, S/C Freeport-McMoRan, Inc. Common Stock(FCX) F, S/C Gilead Sciences, Inc. - Common Stock(GILD) F, S/C Common Stock California 1 Meta Way, Menlo Park, CA, 94025, Page 12 of 26 HCA Holdings, Inc. Common Stock(HCA) F, S/C Home Depot, Inc. (The) Common Stock(HD) F, S/C Interactive Brokers Group, Inc. - Common Stock(IBKR) F, S/C International Business Machines Corporation Common Stock(IBM) F, S/C JP Morgan Chase & Co. Common Stock(JPM) F, S/C Eli Lilly and Company Common Stock(LLY) F, S/C Micron Technology, Inc. - Common Stock(MU) F, S/C NVIDIA Corporation Common Stock(NVDA) F, S/C Page 13 of 26 Palo Alto Networks, Inc. Common Stock(PANW) F, S/C Principal Financial Group Inc Common Stock(PFG) F, S/C Progressive Corporation (The) Common Stock(PGR) F, S/C RTX Corporation (RTX) F, S/C Stryker Corporation Common Stock(SYK) F, S/C TJX Companies, Inc. (The) Common Stock(TJX) F, S/C TPG Incorporated Com Class A (TPG) F, S/C Tesla Motors, Inc. - Common Stock(TSLA) F, S/C Common Stock Virginia 1000 Wilson Blvd., Arlington, VA, 22209, US Common Stock Texas 301 Commerce St, Suite 3300, Fort Worth, TX, 76102, Page 14 of 26 Texas Instruments Incorporated Common Stock(TXN) F, S/C UnitedHealth Group Incorporated Common Stock (DE) (UNH) F, S/C Vertiv Holdings Co Com Class A (VRT) F, S/C Visa Inc.(V) F, S/C Wal-Mart Stores, Inc. Common Stock(WMT) F, S/C Waste Connections, Inc. Common Stock(WCN) F, S/C Williams Companies, Inc. (The) Common Stock(WMB) F, S/C Xcel Energy Inc. Common Stock(XEL) F, S/C Common Stock Ohio 505 N Cleveland Ave., Westerville, OH, 43082, US Page 15 of 26 Zoetis Inc. Class A Common Stock(ZTS) F, S/C Seagate Technology. Common Stock(STX) F, S/C Welltower Inc REIT F, S/C iShares Core U.S. Aggregate Bond ETF(AGG) iShares 7-10 Year Treasury Bond ETF(IEF) iShares Core S&P Mid-Cap ETF(IJH) iShares Core S&P Small-Cap ETF(IJR) iShares MSCI USA Momentum Factor ETF(MTUM) Common Stock Ohio 4500 Door St., Toledo, OH, 43615 4040, US Page 16 of 26 iShares Core MSCI EAFE ETF(IEFA) iShares Core MSCI Emerging Markets ETF(IEMG) Vanguard S&P 500 ETF(VOO) Vanguard Mid-Cap ETF - DNQ(VO) Page 17 of 26 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation iShares Core U.S. Aggregate Bond ETF(AGG) iShares Core S&P Mid-Cap ETF(IJH) iShares Core S&P Small-Cap ETF(IJR) iShares Core MSCI EAFE ETF(IEFA) iShares Core MSCI Emerging Markets ETF(IEMG) Page 18 of 26 Mutual Fund Maryland 400 Howard St., San Fransisco, CA, 64105, US ISHARES US Equity Factor (DYNF) Mutual Fund Maryland 400 Howard St., San Francisco, CA, 64105, US GQG Partners US Select (GQEIX) Mutual Fund New York 299 Park Ave, 13th Fl, New York, NY, 10171, US ISHARES Tr Broad USD Hugh (USHY) Vanguard S&P 500 ETF(VOO) Vanguard Mid-Cap ETF - DNQ(VO) Pacer Trendpilot 750 ETF(PTLC) Page 19 of 26 Pacer US Small Cap (CALF) Mutual Fund Pennsylvania 500 Chesterfield Parkway, Malvern, PA, 19355, US Pacer US Cash Cows 100 (COWZ) Mutual Fund Pennsylvania 500 Chesterfield Parkway, Malvern, PA, 19355, US SPDR MidCap Trust Series I(MDY) Vanguard FTSE Developed Markets ETF(VEA) Vanguard FTSE Emerging Markets ETF(VWO) Vanguard S&P 500 ETF(VOO) Page 20 of 26 Vanguard Growth ETF - DNQ(VUG) Page 21 of 26 Page 22 of 26 you received at any time during 2024 from any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 23 of 26 37.a Identify any Reimbursements for expenses in excess of $100, other than those identified in response to Question 37, having a direct interest in legislation, legislative action, or a matter before a governmental body. a direct interest in legislation, legislative action, or a matter before a governmental body. residing in your household at any time during 2024 by any person having a direct interest in legislation, legislative action, or a matter before a governmental body. Page 24 of 26 Page 25 of 26 I, Kevin F Coppinger, certify under the pains and penalties of perjury that: Submitted: 04/13/2025 Page 26 of 26    
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