search_index: sfi.db/filings, 46458
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| sfi.db/filings | 46458 | Michelle Ciccolo 2024 | 2024-01-01T00:00:00 | 1 | Ciccolo Michelle (617) 722-2210 Ext : 8900 michelle.ciccolo@mahouse.gov You indicated that you had no dependent child(ren) residing in your household at any time during 2024. Page 1 of 55 Massachusetts House of Representatives 24 Beacon Street, Boston, MA, 02133, US Representative 01/02/2019 $60,001 to 100,000 Public Agency Public Agency Name Consultant / Services Provided Contractor? Municipal Town of Lexington 1625 Massachusetts Avenue, Lexington, MA, 02420, US Town Meeting Member Page 2 of 55 Village Automotive Group 61 North Beacon Street, Allston, MA, 02134, US Manager Page 3 of 55 Percentage of stock Village Reinsurance Company, Ltd. 61 N. Beacon St, Allston, MA, 02134, US 33% Michelle Ciccolo Village Reinsurance Limited 61 N. Beacon St., Allston, MA, 02134, US 100% LMC Ciccolo Realty, LLC 61 N. Beacon St., Allston, MA, 02134, US 33% The 714 Beacon St. Company, LLC 61 N. Beacon St, Allston, MA, 02134, US 15% Village Solar, LLC 61 N. Beacon St., Allston, MA, 02134, US 33% Hichborn Beacon, LLC 61 N. Beacon St., Allston, MA, 02134, US 15% Beacon North Village, LLC 61 N. Beacon St., Allston, MA, 02134, US 15% Village Motors, Inc. 61 N. Beacon Street, Allston, MA, 02134, US 30% Village Motors North, Inc. 24 Commonwealth Avenue,, Danvers, MA, 01923, US 30% Village Euro Motors, Inc. 59 Pond Street, Norwell, MA, 02061, US 30% Village Premier Motors, Inc. 22 Pond Street, Norwell, MA, 02061, US 30% Page 4 of 55 Page 5 of 55 F, S/C Page 6 of 55 Name of Trust Real Estate Address Beneficiary Transferor MLC 2019 Irrevocabl e Trust B MLC 2019 Irrevocabl e Trust A MLC 2019 Irrevocabl e Trust B 372 North Beacon Street, Brighton, MA, 02135, US 75 North Beacon Street, 84-86 Hichborn Street, Allston, MA, 02134, 61 N. Beacon Street, Allston, MA, 02134, F, S/C F, S/C Page 7 of 55 Name of Trust Real Estate Address Transferee Name Transferee Address MLC 2019 Irrevocable Trust B 5 Dylan Circle, Wayland, MA, 01778, US T Swan, Benjamin 5 Dylan Circle, Wayland, MA, 01778, Page 8 of 55 Page 9 of 55 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Oakmark Global Fund Class I; a series of Harris Associates Investment(OAKGX) Third Avenue Real Estate Value Fd Insti Class(TAREX) Page 10 of 55 Name of Issuer Description of Investment Principal Place of Business or State of Incorporation Abbott Laboratories Common Stock(ABT) AbbVie Inc. Common Stock(ABBV) Ameresco, Inc. Class A Common Stock(AMRC) Amgen Inc. - Common Stock(AMGN) Ares Capital Corporation Closed End Fund(ARCC) Page 11 of 55 Dodge & Cox Balanced Fund(DODBX) Dodge & Cox Global Bond Fund(DODLX) Dodge & Cox Global Stock Fund(DODWX) Dodge & Cox Income Fund(DODIX) Dodge & Cox International Stock Fund(DODFX) Dodge & Cox Stock Fund(DODGX) Page 12 of 55 Emerson Electric Company Common Stock(EMR) Facebook, Inc. Class A Common Stock(FB) Ford Motor Company Common Stock(F) General Electric Company Common Stock(GE) General Electric Company Common Stock(GE) Home Depot, Inc. (The) Common Stock(HD) Page 13 of 55 PowerShares S&P 500 Low Volatility Portfolio ETF(SPLV) iShares Global Telecom ETF(IXP) iShares TIPS Bond ETF(TIP) Johnson & Johnson Common Stock(JNJ) JP Morgan Chase & Co. Common Stock(JPM) Merck & Company, Inc. Common Stock (new)(MRK) Page 14 of 55 Metropolitan West Total Return Bond Fund(MWTRX) Microchip Technology Incorporated Common Stock(MCHP) Microsoft Corporation Common Stock(MSFT) National Grid Transco, PLC National Grid PLC (NEW) American Depositary Shares(NGG) Oakmark Select Fund (The) Cl I(OAKLX) Pax World Balanced Fund(PAXWX) Page 15 of 55 PIMCO Investment Grade Corporate Bond Class A(PBDAX) PIMCO Fds Total Return Fd Cl A(PTTAX) Procter & Gamble Company (The) Common Stock(PG) SSGA Money Market Fd Cl A(SSMXX) TE Connectivity Ltd. New Switzerland Registered Shares(TEL) Home Depot, Inc. (The) Common Stock(HD) Page 16 of 55 Union Pacific Corporation Common Stock(UNP) Vanguard High Dividend Yield ETF - DNQ(VYM) Vanguard Short-Term Bond ETF(BSV) Vanguard Total Bond Market ETF (BND) Vanguard Wellington Income Fund(VWELX) Westinghouse Air Brake Technologies Corporation Common Stock(WAB) Page 17 of 55 T. Rowe Price Retirement 2035 Fund(TRRJX) BlackRock, Inc. Common Stock(BLK) Diageo plc Common Stock(DEO) Digital Realty Trust, Inc. Common Stock(DLR) Avago Technologies Limited - Ordinary Shares(AVGO) SSGA Upromise 529 U-Plan Massachusetts P.O. Box 55578, Boston, MA, 02205 5578, US Page 18 of 55 U-Fund Maryland P.O. Box 17479, Baltimore, MD, 21297 1479, US Uber Technologies, Inc. Common Stock California 1455 Market Street, San Francisco, CA, 94103, US ONG - ORGANON Common Stock Jersey City, New Jersey 30 Hudson St, Jersey City, NJ, 07302, US DODEX - Dodge & Cox Emerging Markets Stock Fund (mutual fund) Mutual Fund San Francisco, California 555 California Street, 40th Floor, San Francisco, CA, 94104, US BATT - Amplify Lithium & Battery Technology ETF (etf fund) Mutual Fund Wheaton, Illinois 310 S. Hale St., Wheaton, IL, 60187, US T. Rowe Price College Savings Plan Portfolio for Education Today International Business Machines Corporation Common Stock(IBM) Page 19 of 55 PowerShares WilderHill Clean Energy Portfolio(PBW) (USSG) X Trackers MSCI USA ESG Leaders Equity ETF (etf fund) Mutual Fund New York, NY DWS 875 3rd Avenue, New York, NY, 10022, US Common Stock Sweden Assar Gabrielssons väg 9, Göteborg Sweden iShares PHLX SOX Semiconductor Sector Index Fund(SOXX) General Electric Healthcare (GEHC) Polestar Automotive Holding (PSNY) UK Schwab US Dividend Equity ETF(SCHD) Page 20 of 55 Vanguard Health Care ETF - DNQ(VHT) Costco Wholesale Corporation Common Stock(COST) General Electric Healthcare (GEHC) GE VERNOVA INC. Common Stock MA 58 Charles Street , Cambridge, MA, 02141, US Polestar Common Stock Sweden AB Assar Gabrielssons Väg 9 405 31, Gothenburg Sweden Calvert Global Alternative Energy Fund Class I(CAEIX) Page 21 of 55 iShares Nasdaq Biotechnology Index Fund(IBB) Costco Wholesale Corporation Common Stock(COST) Rivian Automotive, Inc. Common Stock California 14600 Myford Rd, Irvine, MA, 92606, US Mutual Fund Texas 3000 Schwab Way, Westlake, TX, 76262, US Schwab S&P 500 Index Fund- Select Shares(SWPPX) Schwab US Treasury MMF Schwab Value Advantage Money Fund(SWVXX) Page 22 of 55 Name of Issuer Beneficiary Description of Principal Place of Business Investment or State of Incorporation Issuer Address Name of Trust Alphabet Inc. Class A Common Stock(GOOGL) F, S/C MLC 2019 Irrevocable Trust A Amazon.com, Inc. - Common Stock(AMZN) F, S/C MLC 2019 Irrevocable Trust A Amphenol Corporation Common Stock(APH) F, S/C MLC 2019 Irrevocable Trust A Apple Inc. Common Stock(AAPL) F, S/C MLC 2019 Irrevocable Trust A Arch Capital Group Ltd. Common Stock(ACGL) F, S/C MLC 2019 Irrevocable Trust A Armstrong World Industries Inc Common Stock(AWI) F, S/C MLC 2019 Irrevocable Trust A Page 23 of 55 ASML Holding N.V. - ADS represents 1 ordinary share(ASML) F, S/C MLC 2019 Irrevocable Trust A Astrazeneca PLC Common Stock(AZN) F, S/C MLC 2019 Irrevocable Trust A W.R. Berkley Corporation Common Stock(WRB) F, S/C MLC 2019 Irrevocable Trust A Broadcom Inc F, S/C Brown & Brown, Inc. Common Stock(BRO) F, S/C MLC 2019 Irrevocable Trust A CDW Corporation Common Stock(CDW) F, S/C MLC 2019 Irrevocable Trust A Copart, Inc. Common Stock(CPRT) F, S/C MLC 2019 Irrevocable Trust A Common Stock California, USA 1320 Ridder Park Drive, San Jose, CA, 95131, MLC 2019 Irrevocable Trust A Page 24 of 55 Crown Castle International Corp. (REIT) Common Stock(CCI) F, S/C MLC 2019 Irrevocable Trust A Expeditors International of Washington, Inc. - Common Stock(EXPD) F, S/C MLC 2019 Irrevocable Trust A Fidelity National Information Services, Inc. Common Stock(FIS) F, S/C MLC 2019 Irrevocable Trust A Gartner, Inc. Common Stock(IT) F, S/C MLC 2019 Irrevocable Trust A Givaudan SA F, S/C Glacier Bancorp, Inc. - Common Stock(GBCI) F, S/C MLC 2019 Irrevocable Trust A Home Depot, Inc. (The) Common Stock(HD) F, S/C MLC 2019 Irrevocable Trust A Common Stock Switzerland Chemin de la Parfumerie 5, Vernier, 1214 Switzerland MLC 2019 Irrevocable Trust A Page 25 of 55 Hoya Corp F, S/C Common Stock Japan 6-10-1 Nishishinjuk u Shinjuku-Ku, 160-8347 Japan MLC 2019 Irrevocable Trust A Industria de Diseno Textil Ind F, S/C Common Stock Spain Avenida de la Diputacion Edifico Inditex Arteixo, 15142 Spain MLC 2019 Irrevocable Trust A Intuit Inc. Common Stock(INTU) F, S/C L'Oreal Co F, S/C Liberty Broadband Corporation Class C Common Stock(LBRDK) F, S/C Linde Plc F, S/C Common Stock United Kingdom The Priestley Ctr, 10 Priestle The Surrey Research Park Guildford, GU2 7XY United Kingdom MLC 2019 Irrevocable Trust A London Stock Exchange Group F, S/C Common Stock United Kingdom 10 Paternoster Square, London, EC4M 7LS United Kingdom MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Common Stock France 41, Rue Martre Clichy, 92117 France MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Page 26 of 55 Microsoft Corporation Common Stock(MSFT) F, S/C Monotaro Co Ltd F, S/C Novo Nordisk A/S Common Stock(NVO) F, S/C MLC 2019 Irrevocable Trust A NXP Semiconductors N.V. - Common Stock(NXPI) F, S/C MLC 2019 Irrevocable Trust A Rentokil Group Plc F, S/C Roper Technologies, Inc. Common Stock(ROP) F, S/C MLC 2019 Irrevocable Trust A Ross Stores, Inc. - Common Stock(ROST) F, S/C MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Common Stock Common Stock Japan United Kingdom 2-183 Takeyacho, Amagasaki, 660-0876 Japan 2 City Place Beehive Ring Road Gatwick Airport West Sussex, RH6 0HA United Kingdom MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Page 27 of 55 Taiwan Semiconductor Manufacturing Company Ltd.(TSM) F, S/C MLC 2019 Irrevocable Trust A Thomson Reuters Corp Ordinary Shares(TRI) F, S/C MLC 2019 Irrevocable Trust A Umpqua Holdings Corporation Common Stock(UMPQ) F, S/C MLC 2019 Irrevocable Trust A UnitedHealth Group Incorporated Common Stock (DE) (UNH) F, S/C MLC 2019 Irrevocable Trust A Visa Inc.(V) F, S/C MLC 2019 Irrevocable Trust A Bank of America Corporation Common Stock(BAC) F, S/C MLC 2019 Irrevocable Trust A Verizon Communications Inc. Common Stock(VZ) F, S/C MLC 2019 Irrevocable Trust A Page 28 of 55 PowerShares QQQ Trust, Series 1(QQQ) F, S/C MLC 2019 Irrevocable Trust A iShares MSCI EAFE ETF(EFA) F, S/C MLC 2019 Irrevocable Trust A SPDR S&P 500(SPY) F, S/C MLC 2019 Irrevocable Trust A SPDR Select Sector Fund Financial(XLF) F, S/C MLC 2019 Irrevocable Trust A Vanguard Div Appreciation ETF - DNQ(VIG) F, S/C MLC 2019 Irrevocable Trust A Vanguard FTSE Emerging Markets ETF(VWO) F, S/C MLC 2019 Irrevocable Trust A Vanguard Mid-Cap ETF - DNQ(VO) F, S/C MLC 2019 Irrevocable Trust A Page 29 of 55 Vanguard Small-Cap ETF DNQ(VB) F, S/C Alcon Inc Arista Networks, Inc. Common Stock(ANET) Atlas Copco AS A ADR NEW Carlisle Companies Incorporated Common Stock(CSL) DuPont de Nemours, Inc. Eaton Corporation, PLC Ordinary Shares(ETN) MLC 2019 Irrevocable Trust A Common Stock Geneva, Switzerland Chemin de Blandonnet 8 1214, Vernier-Gene va MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A ADR (American Depository Receipt) Stockholm, Sweden Sickla Industriväg 19 Nacka, Stockholm, 13154 Sweden MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Common Stock Delaware, USA 974 Centre Rd, Wilmington Chestnut Run, DE, 19805, US MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Page 30 of 55 EDP Energias de Portugal SA Moelis & Company Class A Common Stock(MC) MLC 2019 Irrevocable Trust A Sherwin-Williams Company (The) Common Stock(SHW) MLC 2019 Irrevocable Trust A Truist Financial Corp Common Stock North Carolina, USA 214 North Tryon Street, Charlotte, NC, 28202, MLC 2019 Irrevocable Trust A X4 Pharmaceuticals Inc Common Stock Massachusetts, USA 61 North Beacon Street, 4th Floor, Boston, MA, 02134, US MLC 2019 Irrevocable Trust A Alliant Energy Corporation Common Stock(LNT) MLC 2019 Irrevocable Trust A MKS Instruments, Inc. - Common Stock(MKSI) MLC 2019 Irrevocable Trust A Common Stock Lisboa, Portugal Avenida 24 de julho, 12, 1249-300 Lisboa, Portugal MLC 2019 Irrevocable Trust A Page 31 of 55 NextEra Energy, Inc. Common Stock(NEE) MLC 2019 Irrevocable Trust A PACCAR Inc. Common Stock(PCAR) MLC 2019 Irrevocable Trust A ProLogis, Inc. Common Stock(PLD) MLC 2019 Irrevocable Trust A Synopsys, Inc. Common Stock(SNPS) MLC 2019 Irrevocable Trust A Wells Fargo & Company Common Stock(WFC) MLC 2019 Irrevocable Trust A CRH PLC American Depositary Shares(CRH) MLC 2019 Irrevocable Trust A Wabtec Corporation Common Stock Pittsburgh, Pennsylvania 30 Isabella Street , Pittsburgh, PA, 15212, MLC 2019 Irrevocable Trust A Page 32 of 55 Willis Towers Watson Public Limited Company Common Stock London, United Kingdom 51 Lime Street, London, EC3M 7DQ United Kingdom MLC 2019 Irrevocable Trust A Intesa Sanpaolo S.p.A ADR (American Depository Receipt) Turin, Italy Piazza San Carlo, 156, 10121 Torino Italia MLC 2019 Irrevocable Trust A Fifth Third Bancorp - Common Stock(FITB) DAIICHI SANKYO CO LTD SPON ADR Common Stock Japan 3-5-1, Nihonbashi-h oncho, Chuo-ku, Tokyo, Tokyo, Japan 103-8426, MLC 2019 Irrevocable Trust A DEUTSCHE BOERSE AG UNSPON ADR Common Stock Germany Mergenthaler allee 61, Eschborn, Germany 65760 MLC 2019 Irrevocable Trust A DEUTSCHE TELEKOM AG 1 ORD 1ADS Common Stock Germany Friedrich-Eb ert-Allee 140, Bonn, Germany, 53113 MLC 2019 Irrevocable Trust A Dollar Tree, Inc. - Common Stock(DLTR) MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Page 33 of 55 ELEVANCE HEALTH INC Eli Lilly and Company Common Stock(LLY) FLOOR & DECOR HLDGS INC CL-A Common Stock Georgia 2500 Windy Ridge Parkway, SE , Atlanta, , GA, 30339, MLC 2019 Irrevocable Trust A GEN DIGITAL INC Common Stock Arizona 60 East Rio Salado Parkway, Suite 1000, Tempe, AZ, 85281, US MLC 2019 Irrevocable Trust A HALEON PLC ADR Common Stock England Building 5, First Floor, The Heights, Weybridge, Surry KT13 0NY MLC 2019 Irrevocable Trust A Intuitive Surgical, Inc. Common Stock(ISRG) MLC 2019 Irrevocable Trust A Liberty Media Corporation Series C Common Stock(LMCK) MLC 2019 Irrevocable Trust A Common Stock Indiana 220 Virginia Avenue, Indianapolis , IN, 46204, MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Page 34 of 55 Microchip Technology Incorporated Common Stock(MCHP) MLC 2019 Irrevocable Trust A nVent Electric PLC MLC 2019 Irrevocable Trust A NVIDIA Corporation Common Stock(NVDA) MLC 2019 Irrevocable Trust A OLYMPUS CORPORATION SPONS ADR O'Reilly Automotive, Inc. - Common Stock(ORLY) MLC 2019 Irrevocable Trust A Parker-Hannifin Corporation Common Stock(PH) MLC 2019 Irrevocable Trust A RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) (RELX) MLC 2019 Irrevocable Trust A Common Stock Japan SHINJUKU MONOLITH 3-1 NISHI-SHINJU KU 2-CHOME, Tokyo MO Japan 163-0914 MLC 2019 Irrevocable Trust A Page 35 of 55 ServiceNow, Inc. Common Stock(NOW) MLC 2019 Irrevocable Trust A Sony Corporation Common Stock(SNE) MLC 2019 Irrevocable Trust A STRAUMANN HLDG AG ADR Thor Industries, Inc. Common Stock(THO) BRAMBLES LTD SPONSORED ADR Alexandria Real Estate Equities, Inc. Common Stock(ARE) MLC 2019 Irrevocable Trust A Alphabet Inc. Class A Common Stock(GOOGL) MLC 2019 Irrevocable Trust A Common Stock Switzerland Merian-Weg 12 , 4002 Basel Switzerland MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Common Stock Australia 255 George Street Level 29, NSW 2000 Sydney Australia MLC 2019 Irrevocable Trust A Page 36 of 55 Boston Scientific Corporation Common Stock(BSX) MLC 2019 Irrevocable Trust A Canadian Pacific Railway Limited Common Stock(CP) MLC 2019 Irrevocable Trust A EastGroup Properties, Inc. Common Stock(EGP) MLC 2019 Irrevocable Trust A Emerson Electric Company Common Stock(EMR) MLC 2019 Irrevocable Trust A FNF Group of Fidelity National Financial, Inc. Common Stock(FNF) MLC 2019 Irrevocable Trust A FirstEnergy Corporation Common Stock(FE) MLC 2019 Irrevocable Trust A Arthur J. Gallagher & Co. Common Stock(AJG) MLC 2019 Irrevocable Trust A Page 37 of 55 Hubbell Inc A Common Stock(HUB.A) MLC 2019 Irrevocable Trust A Intercontinental Exchange Inc. Common Stock(ICE) MLC 2019 Irrevocable Trust A ITT Corporation Common Stock New(ITT) MLC 2019 Irrevocable Trust A Martin Marietta Materials, Inc. Common Stock(MLM) MLC 2019 Irrevocable Trust A Moody's Corporation Common Stock(MCO) MLC 2019 Irrevocable Trust A Shopify Inc. Class A Subordinate Voting Shares(SHOP) MLC 2019 Irrevocable Trust A Cigna Corporation Common Stock(CI) MLC 2019 Irrevocable Trust A Page 38 of 55 TJX Companies, Inc. (The) Common Stock(TJX) MLC 2019 Irrevocable Trust A Waters Corporation Common Stock(WAT) MLC 2019 Irrevocable Trust A 3I GROUP PLC UNSPONS ADR ADR (American Depository Receipt) United Kingdom London England, London, England MLC 2019 Irrevocable Trust A ARGENX SE ADR (American Depository Receipt) Netherlands Laarderhoogt weg 25, 1101 EB Amsterdam MLC 2019 Irrevocable Trust A Meta Platforms Inc. Common Stock Menlo Park, CA 1 Meta Way , Menlo Park, CA, 94025 1452, US MLC 2019 Irrevocable Trust A NOMURA Research ADR (American Depository Receipt) India Street No. 1, DLF Cyber City, Gurugram, Haryana 122002, India MLC 2019 Irrevocable Trust A Safran SA Common Stock France 2, bd du Général Martial-Vali n, 75724 Paris Cedex 15 MLC 2019 Irrevocable Trust A France Page 39 of 55 SAP AG Common Stock Germany Dietmar-Hopp -Allee 16, 69190 Walldorf, Germany MLC 2019 Irrevocable Trust A SMC Corp Japan ADR (American Depository Receipt) Japan Akihabara UDX15F, 4-14-1, Sotokanda, Chiyoda-ku, Tokyo 101-0021, Japan MLC 2019 Irrevocable Trust A Tokyo Electron LTD ADR (American Depository Receipt) Japan Akasaka Biz Tower 3-1 Akasaka 5-chome, Minato-ku, Tokyo 107-6325, Japan MLC 2019 Irrevocable Trust A Trade Desk Inc. Common Stock California 42 N. Chestnut Street, Ventura, CA, 93001, US MLC 2019 Irrevocable Trust A Trane Technologies PLC Common Stock Ireland 70/175 Lakeview Drive, Airside Business Park, Swords, Co, Dublin, Ireland MLC 2019 Irrevocable Trust A Vici Properties Common Stock NY 35 Madison Avenue, 28th Floor, New York, NY, 10022, US MLC 2019 Irrevocable Trust A Allstate Corporation (The) Common Stock(ALL) MLC 2019 Irrevocable Trust A Page 40 of 55 Asbury Automotive Group Inc Common Stock(ABG) ASICS CORP ADR AT&T Inc.(T) MLC 2019 Irrevocable Trust A Baker Hughes Incorporated Common Stock(BHI) MLC 2019 Irrevocable Trust A Banco Bilbao Vizcaya Argentaria S.A. Common Stock(BBVA) MLC 2019 Irrevocable Trust A Becton, Dickinson and Company Common Stock(BDX) MLC 2019 Irrevocable Trust A Bristol-Myers Squibb Company Common Stock(BMY) MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A ADR (American Depository Receipt) Japan New City Tama Center , Building 6F, Tama-shi, Tokyo Japan 206-0033 MLC 2019 Irrevocable Trust A Page 41 of 55 Check Point Software Technologies Ltd. - Ordinary Shares(CHKP) MLC 2019 Irrevocable Trust A Chipotle Mexican Grill, Inc. Common Stock(CMG) MLC 2019 Irrevocable Trust A Cintas Corporation Common Stock(CTAS) MLC 2019 Irrevocable Trust A Citigroup, Inc. Common Stock(C) MLC 2019 Irrevocable Trust A Cullen/Frost Bankers, Inc. Common Stock(CFR) MLC 2019 Irrevocable Trust A Dell Technologies, Inc. CL C Delta Air Lines, Inc. Common Stock(DAL) Common Stock Texas 1 Dell Way, Round Rock, TX, 78664, MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Page 42 of 55 Duke Energy Corporation (Holding Company) Common Stock(DUK) MLC 2019 Irrevocable Trust A Ecolab Inc. Common Stock(ECL) MLC 2019 Irrevocable Trust A ELANCO ANIMAL HEALTH INC Extra Space Storage Inc Common Stock(EXR) Ferrari N V Goldman Sachs Absolute Return Multi-Asset Fund - Class C(GAREX) 41053 Maranello MO, Italy Graco Inc. Common Stock(GGG) 41053 Maranello MO, Italy Common Stock Indiana 2500 Innovation Way , Greenfield, IN, 46140, MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Common Stock Italy Via Alfredo Dino Ferrari, 43, 41053 Maranello MO, Italy MLC 2019 Irrevocable Trust A Page 43 of 55 HCA Holdings, Inc. Common Stock(HCA) 41053 Maranello MO, Italy HDFC Bank Limited Common Stock(HDB) 41053 Maranello MO, Italy Hermes INTL SCA UNSPON ADR Honeywell International Inc. Common Stock(HON) HOWMET AEROSPACE INC ICON plc Ordinary Shares(ICLR) MLC 2019 Irrevocable Trust A Johnson Controls, Inc. Common Stock(JCI) MLC 2019 Irrevocable Trust A Common Stock France 24, Rue du Faubourg, Saint-Honore , Paris, France, 75008 MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Common Stock Pennsylvania 201 Isabella Street, Suite 200, Pittsburgh, PA, 15212, MLC 2019 Irrevocable Trust A Page 44 of 55 Kimco Realty Corporation Common Stock(KIM) MLC 2019 Irrevocable Trust A KKR & Co. L.P. Common Units Representing Limited Partnership Interest(KKR) MLC 2019 Irrevocable Trust A Laboratory Corporation of America Holdings Common Stock(LH) MLC 2019 Irrevocable Trust A LENOVO GROUP LTD SPONS ADR Lithia Motors, Inc. Common Stock(LAD) MLC 2019 Irrevocable Trust A Lloyds Banking Group Plc American Depositary Shares(LYG) MLC 2019 Irrevocable Trust A Marvell Technology Group Ltd. - Common Stock(MRVL) MLC 2019 Irrevocable Trust A Common Stock North Carolina 8001 Development Drive, Morrisville, NC, 27560, MLC 2019 Irrevocable Trust A Page 45 of 55 Mastercard Incorporated Common Stock(MA) MLC 2019 Irrevocable Trust A Micron Technology, Inc. - Common Stock(MU) MLC 2019 Irrevocable Trust A Mitsubishi UFJ Financial Group, Inc. Common Stock(MTU) MLC 2019 Irrevocable Trust A Netflix, Inc. Common Stock(NFLX) MLC 2019 Irrevocable Trust A Oracle Corporation Common Stock(ORCL) MLC 2019 Irrevocable Trust A Palo Alto Networks, Inc. Common Stock(PANW) MLC 2019 Irrevocable Trust A Pepsico, Inc. Common Stock(PEP) MLC 2019 Irrevocable Trust A Page 46 of 55 POLESTAR AUTOMOTIVE-CL A ADS Common Stock Sweeden Assar Gabrielssons Väg 9405 31 , Assar Gabrielssons Väg 9405 31 Gothenburg, Sweden MLC 2019 Irrevocable Trust A PUBLICIS GROUPE SA ADR Common Stock France 133, Avenue des Champs-Élysé es, , 75008 Paris, France MLC 2019 Irrevocable Trust A Regal Rexnord, Corp. Common Stock Massachusetts 300 Granite Street, # 201, Braintree, MA, 02184, MLC 2019 Irrevocable Trust A Salesforce.com Inc Common Stock(CRM) SCHNEIDER ELEC SA UNSP ADR Common Stock France 35 Rue Joseph Monier, Rueil-Malmai son, 92500 France MLC 2019 Irrevocable Trust A SEA Limited ADR ADR (American Depository Receipt) Singapore 1 Fusionopolis Place, #17-10, Galaxis, Singapore 138522 MLC 2019 Irrevocable Trust A Southern Company (The) Common Stock(SO) MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Page 47 of 55 Spotify Technology CA Synchrony Financial Common Stock(SYF) TD Synnex Corporation Teledyne Technologies Incorporated Common Stock(TDY) MLC 2019 Irrevocable Trust A Tenet Healthcare Corporation Common Stock(THC) MLC 2019 Irrevocable Trust A TERUMO CORP ADR UNSPONS ADR Thermo Fisher Scientific Inc Common Stock(TMO) Common Stock Luxembourg 5 Place de la Gare, L-1616, Luxembourg MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Common Stock ADR (American Depository Receipt) California Colorado 44201 Nobel Dr, Fremont, CA, 94538, 10810 West Collins Avenue , Lakewood, MA, 80215, MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A MLC 2019 Irrevocable Trust A Page 48 of 55 TOKI MARINE HOLDING INS ADR Common Stock Japan 2-6-4, Otemachi, Chiyoda-Ku, Tokiwabashi Tower, Tokyo 100-0004, Japan MLC 2019 Irrevocable Trust A Trane Technologies PLC Common Stock Ireland 170/175 Lakeview Drive, Airside Business Park, Swords, Co. Dublin, Ireland MLC 2019 Irrevocable Trust A UCB SA UNSPON ADR Common Stock Belgium Allée de la Recherche, 60 - 1070, 60 - 1070 Brussels, Belgium MLC 2019 Irrevocable Trust A Unilever PLC Common Stock(UL) MLC 2019 Irrevocable Trust A Vertex Pharmaceuticals Incorporated Common Stock(VRTX) MLC 2019 Irrevocable Trust A Walt Disney Company (The) Common Stock(DIS) MLC 2019 Irrevocable Trust A Waste Management, Inc. Common Stock(WM) MLC 2019 Irrevocable Trust A Page 49 of 55 ZAI LAB LTD-ADR Zimmer Biomet Holdings, Inc. Common Stock(ZBH) MLC 2019 Irrevocable Trust A ABB Ltd Common Stock(ABB) MLC 2019 Irrevocable Trust A ADR (American Depository Receipt) Massachusetts 314 Main Street , 4th Floor, Suite 100, Cambridge, MA, 02142, MLC 2019 Irrevocable Trust A Page 50 of 55 Page 51 of 55 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 52 of 55 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 53 of 55 Page 54 of 55 I, Michelle Ciccolo, certify under the pains and penalties of perjury that: Submitted: 05/23/2025 Page 55 of 55 |