0000934745-24-000004.txt : 20240419
0000934745-24-000004.hdr.sgml : 20240419
20240418201121
ACCESSION NUMBER: 0000934745-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240419
DATE AS OF CHANGE: 20240418
EFFECTIVENESS DATE: 20240419
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WEATHERLY ASSET MANAGEMENT L. P.
CENTRAL INDEX KEY: 0000934745
ORGANIZATION NAME:
IRS NUMBER: 330638187
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-15002
FILM NUMBER: 24855361
BUSINESS ADDRESS:
STREET 1: 832 CAMINO DEL MAR
STREET 2: SUITE 4
CITY: DEL MAR
STATE: CA
ZIP: 92014
BUSINESS PHONE: 8582594507
MAIL ADDRESS:
STREET 1: 832 CAMINO DEL MAR
STREET 2: SUITE 4
CITY: DEL MAR
STATE: CA
ZIP: 92014
FORMER COMPANY:
FORMER CONFORMED NAME: WEATHERLY ASSET MANAGEMENT LP /ADV
DATE OF NAME CHANGE: 19941228
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0000934745
XXXXXXXX
03-31-2024
03-31-2024
WEATHERLY ASSET MANAGEMENT L. P.
832 CAMINO DEL MAR
SUITE 4
DEL MAR
CA
92014
13F HOLDINGS REPORT
028-15002
000106935
801-48177
N
LINDSEY FISKE THOMPSON
DIRECTOR, PARTNER
8582594507
LINDSEY JAN FISKE THOMPSON
DEL MAR
CA
04-18-2024
0
171
1033920637
false
INFORMATION TABLE
2
20240331_13F.xml
3M CO
COMMON
88579Y101
291799
2751
SH
SOLE
Carolyn P. Taylor
2751
0
0
ABBOTT LABS
COMMON
002824100
3002415
26416
SH
SOLE
Carolyn P. Taylor
26416
0
0
ABBVIE INC
COMMON
00287Y109
1716293
9425
SH
SOLE
Carolyn P. Taylor
9425
0
0
ACCENTURE PLC IRELAND
FOREIGN
G1151C101
1879517
5423
SH
SOLE
Carolyn P. Taylor
5423
0
0
ADOBE INC
COMMON
00724F101
14066402
27876
SH
SOLE
Carolyn P. Taylor
27844
0
0
AGILENT TECHNOLOGIES INC
COMMON
00846U101
1366121
9389
SH
SOLE
Carolyn P. Taylor
9389
0
0
ALBEMARLE CORP
COMMON
012653101
1478490
11190
SH
SOLE
Carolyn P. Taylor
10965
0
0
ALLEGION PLC
FOREIGN
G0176J109
604714
4489
SH
SOLE
Carolyn P. Taylor
4489
0
0
ALLSTATE CORP
COMMON
020002101
1373170
7894
SH
SOLE
Carolyn P. Taylor
7894
0
0
ALPHABET INC
COMMON
02079K107
4008370
26326
SH
SOLE
Carolyn P. Taylor
26326
0
0
ALPHABET INC
COMMON
02079K305
15650536
103694
SH
SOLE
Carolyn P. Taylor
103569
0
0
AMAZON COM INC
COMMON
023135106
42132266
233575
SH
SOLE
Carolyn P. Taylor
233025
0
0
AMER STATES WTR CO
COMMON
029899101
924058
12792
SH
SOLE
Carolyn P. Taylor
12792
0
0
AMERICAN TOWER CORP NEW
COMMON
03027X100
347561
1759
SH
SOLE
Carolyn P. Taylor
1759
0
0
AMGEN INC
COMMON
031162100
804626
2830
SH
SOLE
Carolyn P. Taylor
2830
0
0
AMPHENOL CORP NEW
COMMON
032095101
2965527
25660
SH
SOLE
Carolyn P. Taylor
25660
0
0
APPLE INC
COMMON
037833100
64177011
374254
SH
SOLE
Carolyn P. Taylor
373879
0
0
ARCHER DANIELS MIDLAND CO
COMMON
039483102
2859700
45529
SH
SOLE
Carolyn P. Taylor
45261
0
0
ARISTA NETWORKS INC
COMMON
040413106
4987946
17201
SH
SOLE
Carolyn P. Taylor
16961
0
0
ASML HOLDING N V
FOREIGN
N07059210
10013593
10318
SH
SOLE
Carolyn P. Taylor
10298
0
0
AT&T INC
COMMON
00206R102
2272246
129105
SH
SOLE
Carolyn P. Taylor
129105
0
0
ATLASSIAN CORPORATION
COMMON
049468101
364856
1870
SH
SOLE
Carolyn P. Taylor
1870
0
0
BERKSHIRE HATHAWAY INC DEL
COMMON
084670702
2802909
6665
SH
SOLE
Carolyn P. Taylor
6665
0
0
BLACKROCK INC
COMMON
09247X101
1332253
1598
SH
SOLE
Carolyn P. Taylor
1598
0
0
BOEING CO
COMMON
097023105
1844379
9557
SH
SOLE
Carolyn P. Taylor
9557
0
0
BROADCOM INC
COMMON
11135F101
507451
383
SH
SOLE
Carolyn P. Taylor
383
0
0
CATERPILLAR INC
COMMON
149123101
2504916
6836
SH
SOLE
Carolyn P. Taylor
6836
0
0
CELANESE CORP DEL
COMMON
150870103
1635764
9518
SH
SOLE
Carolyn P. Taylor
9518
0
0
CHECK POINT SOFTWARE TECH LT
COMMON
M22465104
219774
1340
SH
SOLE
Carolyn P. Taylor
1340
0
0
CHEVRON CORP NEW
COMMON
166764100
3618318
22938
SH
SOLE
Carolyn P. Taylor
22938
0
0
CISCO SYS INC
COMMON
17275R102
2665244
53401
SH
SOLE
Carolyn P. Taylor
53033
0
0
CITIZENS FINL SVCS INC
COMMON
174615104
475076
9656
SH
SOLE
Carolyn P. Taylor
9656
0
0
COCA COLA CO
COMMON
191216100
5341122
86633
SH
SOLE
Carolyn P. Taylor
86433
0
0
COLGATE PALMOLIVE CO
COMMON
194162103
2325812
25828
SH
SOLE
Carolyn P. Taylor
25828
0
0
COMCAST CORP NEW
COMMON
20030N101
1094294
25243
SH
SOLE
Carolyn P. Taylor
25243
0
0
CONAGRA BRANDS INC
COMMON
205887102
236903
7993
SH
SOLE
Carolyn P. Taylor
7993
0
0
CONOCOPHILLIPS
COMMON
20825C104
7247749
56943
SH
SOLE
Carolyn P. Taylor
56818
0
0
CORNING INC
COMMON
219350105
1196630
36306
SH
SOLE
Carolyn P. Taylor
36306
0
0
COSTCO WHSL CORP NEW
COMMON
22160K105
21359447
29154
SH
SOLE
Carolyn P. Taylor
29029
0
0
CROWDSTRIKE HLDGS INC
COMMON
22788C105
354252
1105
SH
SOLE
Carolyn P. Taylor
1065
0
0
CSX CORP
COMMON
126408103
1394763
37625
SH
SOLE
Carolyn P. Taylor
37625
0
0
CVS HEALTH CORP
COMMON
126650100
1257152
15762
SH
SOLE
Carolyn P. Taylor
15762
0
0
CYBERARK SOFTWARE LTD
FOREIGN
M2682V108
15208381
57254
SH
SOLE
Carolyn P. Taylor
57088
0
0
DATADOG INC
COMMON
23804L103
293550
2375
SH
SOLE
Carolyn P. Taylor
2375
0
0
DEERE & CO
COMMON
244199105
4501033
10921
SH
SOLE
Carolyn P. Taylor
10881
0
0
DEXCOM INC
COMMON
252131107
2838635
20466
SH
SOLE
Carolyn P. Taylor
20133
0
0
DIAGEO PLC
FOREIGN
25243Q205
1102891
7335
SH
SOLE
Carolyn P. Taylor
7335
0
0
DIGITAL RLTY TR INC
COMMON
253868103
4450404
30897
SH
SOLE
Carolyn P. Taylor
30897
0
0
DIMENSIONAL ETF TRUST
COMMON
25434V401
264559
4643
SH
SOLE
Carolyn P. Taylor
4643
0
0
DISNEY WALT CO
COMMON
254687106
8912379
72837
SH
SOLE
Carolyn P. Taylor
72720
0
0
DOCUSIGN INC
COMMON
256163106
310613
5216
SH
SOLE
Carolyn P. Taylor
5216
0
0
DOLLAR GEN CORP NEW
COMMON
256677105
334749
2145
SH
SOLE
Carolyn P. Taylor
2145
0
0
DUKE ENERGY CORP NEW
COMMON
26441C204
238237
2463
SH
SOLE
Carolyn P. Taylor
2463
0
0
EATON CORP PLC
FOREIGN
G29183103
221079
707
SH
SOLE
Carolyn P. Taylor
707
0
0
ELECTRONIC ARTS INC
COMMON
285512109
752239
5670
SH
SOLE
Carolyn P. Taylor
5670
0
0
ELI LILLY & CO
COMMON
532457108
231471107
297536
SH
SOLE
Carolyn P. Taylor
297536
0
0
EMERSON ELEC CO
COMMON
291011104
363398
3204
SH
SOLE
Carolyn P. Taylor
3204
0
0
EQUINIX INC
COMMON
29444U700
4663115
5650
SH
SOLE
Carolyn P. Taylor
5650
0
0
EXXON MOBIL CORP
COMMON
30231G102
1429257
12296
SH
SOLE
Carolyn P. Taylor
12296
0
0
FEDEX CORP
COMMON
31428X106
2257188
7757
SH
SOLE
Carolyn P. Taylor
7757
0
0
FIDELITY COVINGTON TRUST
COMMON
316092600
14130436
202529
SH
SOLE
Carolyn P. Taylor
201079
0
0
FIDELITY MERRIMACK STR TR
COMMON
316188309
21585153
474635
SH
SOLE
Carolyn P. Taylor
470970
0
0
FORTINET INC
COMMON
34959E109
8181694
119773
SH
SOLE
Carolyn P. Taylor
119773
0
0
FREEPORT-MCMORAN INC
COMMON
35671D857
1599427
34016
SH
SOLE
Carolyn P. Taylor
34016
0
0
GENERAL DYNAMICS CORP
COMMON
369550108
8398127
29729
SH
SOLE
Carolyn P. Taylor
29529
0
0
GLOBUS MED INC
COMMON
379577208
319105
5949
SH
SOLE
Carolyn P. Taylor
5949
0
0
HERSHEY CO
COMMON
427866108
526123
2705
SH
SOLE
Carolyn P. Taylor
2705
0
0
HOME DEPOT INC
COMMON
437076102
15247494
39748
SH
SOLE
Carolyn P. Taylor
39668
0
0
HONEYWELL INTL INC
COMMON
438516106
1560787
7604
SH
SOLE
Carolyn P. Taylor
7604
0
0
HORMEL FOODS CORP
COMMON
440452100
1716937
49210
SH
SOLE
Carolyn P. Taylor
49210
0
0
IDEXX LABS INC
COMMON
45168D104
962156
1782
SH
SOLE
Carolyn P. Taylor
1782
0
0
INGERSOLL RAND INC
COMMON
45687V106
1090976
11490
SH
SOLE
Carolyn P. Taylor
11490
0
0
INTEL CORP
COMMON
458140100
1973646
44683
SH
SOLE
Carolyn P. Taylor
44683
0
0
INTERNATIONAL BUSINESS MACHS
COMMON
459200101
805279
4217
SH
SOLE
Carolyn P. Taylor
4217
0
0
INTERNATIONAL PAPER CO
COMMON
460146103
912981
23398
SH
SOLE
Carolyn P. Taylor
23398
0
0
INTUIT
COMMON
461202103
1163832
1791
SH
SOLE
Carolyn P. Taylor
1791
0
0
INVESCO ACTIVELY MANAGED ETF
COMMON
46090A887
1229639
24647
SH
SOLE
Carolyn P. Taylor
24647
0
0
INVESCO EXCH TRADED FD TR II
COMMON
46138E263
26248362
472688
SH
SOLE
Carolyn P. Taylor
472413
0
0
INVESCO EXCHANGE TRADED FD T
COMMON
46137V142
1342851
20172
SH
SOLE
Carolyn P. Taylor
20172
0
0
INVESCO EXCHANGE TRADED FD T
COMMON
46137V613
420605
10933
SH
SOLE
Carolyn P. Taylor
10933
0
0
INVESCO QQQ TR
COMMON
46090E103
854935
1923
SH
SOLE
Carolyn P. Taylor
1923
0
0
ISHARES TR
COMMON
464287168
593790
4821
SH
SOLE
Carolyn P. Taylor
4821
0
0
ISHARES TR
COMMON
464287499
2035064
24201
SH
SOLE
Carolyn P. Taylor
24201
0
0
ISHARES TR
COMMON
464287598
381147
2128
SH
SOLE
Carolyn P. Taylor
2128
0
0
ISHARES TR
COMMON
464287614
645451
1915
SH
SOLE
Carolyn P. Taylor
1915
0
0
ISHARES TR
COMMON
464289123
206949
4549
SH
SOLE
Carolyn P. Taylor
4549
0
0
ISHARES TR
COMMON
46429B697
206109
2466
SH
SOLE
Carolyn P. Taylor
2466
0
0
ISHARES TR
COMMON
464287200
1940602
3691
SH
SOLE
Carolyn P. Taylor
3691
0
0
ISHARES TR
COMMON
464287150
17370449
150654
SH
SOLE
Carolyn P. Taylor
150246
0
0
ISHARES TR
COMMON
464287507
655992
10800
SH
SOLE
Carolyn P. Taylor
10800
0
0
ISHARES TR
COMMON
46432F834
5109121
75289
SH
SOLE
Carolyn P. Taylor
75166
0
0
J P MORGAN EXCHANGE TRADED F
COMMON
46641Q654
28724536
566112
SH
SOLE
Carolyn P. Taylor
563562
0
0
J P MORGAN EXCHANGE TRADED F
COMMON
46641Q837
21083187
417903
SH
SOLE
Carolyn P. Taylor
417223
0
0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
359022
6205
SH
SOLE
Carolyn P. Taylor
6205
0
0
JOHNSON & JOHNSON
COMMON
478160104
6684685
42257
SH
SOLE
Carolyn P. Taylor
42157
0
0
JPMORGAN CHASE & CO
COMMON
46625H100
2327097
11618
SH
SOLE
Carolyn P. Taylor
11618
0
0
KIMBERLY-CLARK CORP
COMMON
494368103
1607455
12314
SH
SOLE
Carolyn P. Taylor
12314
0
0
LAM RESEARCH CORP
COMMON
512807108
1986083
2040
SH
SOLE
Carolyn P. Taylor
2040
0
0
LAMB WESTON HLDGS INC
COMMON
513272104
244380
2294
SH
SOLE
Carolyn P. Taylor
2294
0
0
LOCKHEED MARTIN CORP
COMMON
539830109
6707741
14747
SH
SOLE
Carolyn P. Taylor
14747
0
0
LULULEMON ATHLETICA INC
COMMON
550021109
202357
518
SH
SOLE
Carolyn P. Taylor
518
0
0
MARATHON PETE CORP
COMMON
56585A102
275854
1369
SH
SOLE
Carolyn P. Taylor
1369
0
0
MASTERCARD INCORPORATED
COMMON
57636Q104
2683023
5571
SH
SOLE
Carolyn P. Taylor
5571
0
0
MCDONALDS CORP
COMMON
580135101
1234352
4378
SH
SOLE
Carolyn P. Taylor
4378
0
0
MCKESSON CORP
COMMON
58155Q103
3723635
6928
SH
SOLE
Carolyn P. Taylor
6928
0
0
MEDTRONIC PLC
FOREIGN
G5960L103
201593
2295
SH
SOLE
Carolyn P. Taylor
2295
0
0
MERCK & CO INC
COMMON
58933Y105
880103
6631
SH
SOLE
Carolyn P. Taylor
6631
0
0
META PLATFORMS INC
COMMON
30303M102
4987878
10272
SH
SOLE
Carolyn P. Taylor
10272
0
0
MICROSOFT CORP
COMMON
594918104
44066917
104742
SH
SOLE
Carolyn P. Taylor
104526
0
0
MONDELEZ INTL INC
COMMON
609207105
228741
3248
SH
SOLE
Carolyn P. Taylor
3248
0
0
NETFLIX INC
COMMON
64110L106
29922390
49269
SH
SOLE
Carolyn P. Taylor
49177
0
0
NEXTERA ENERGY INC
COMMON
65339F101
4175095
65328
SH
SOLE
Carolyn P. Taylor
65328
0
0
NIKE INC
COMMON
654106103
2487095
26361
SH
SOLE
Carolyn P. Taylor
26361
0
0
NORFOLK SOUTHN CORP
COMMON
655844108
1736904
6815
SH
SOLE
Carolyn P. Taylor
6815
0
0
NOVARTIS AG
FOREIGN
66987V109
287250
2858
SH
SOLE
Carolyn P. Taylor
2858
0
0
NOVO-NORDISK A S
FOREIGN
670100205
333929
2582
SH
SOLE
Carolyn P. Taylor
2582
0
0
NUTRIEN LTD
COMMON
67077M108
2346893
42787
SH
SOLE
Carolyn P. Taylor
42787
0
0
NVIDIA CORPORATION
COMMON
67066G104
15409765
17055
SH
SOLE
Carolyn P. Taylor
17055
0
0
ORACLE CORP
COMMON
68389X105
1242298
9890
SH
SOLE
Carolyn P. Taylor
9890
0
0
PALO ALTO NETWORKS INC
COMMON
697435105
4559150
16046
SH
SOLE
Carolyn P. Taylor
16016
0
0
PAYPAL HLDGS INC
COMMON
70450Y103
3918112
58488
SH
SOLE
Carolyn P. Taylor
58488
0
0
PEPSICO INC
COMMON
713448108
1370870
7786
SH
SOLE
Carolyn P. Taylor
7686
0
0
PFIZER INC
COMMON
717081103
630326
22714
SH
SOLE
Carolyn P. Taylor
22714
0
0
PHILLIPS 66
COMMON
718546104
827971
5069
SH
SOLE
Carolyn P. Taylor
5069
0
0
PIMCO ETF TR
COMMON
72201R833
379640
3776
SH
SOLE
Carolyn P. Taylor
3776
0
0
PROCTER AND GAMBLE CO
COMMON
742718109
11539903
71124
SH
SOLE
Carolyn P. Taylor
70599
0
0
QUALCOMM INC
COMMON
747525103
4086779
24139
SH
SOLE
Carolyn P. Taylor
24139
0
0
QUEST DIAGNOSTICS INC
COMMON
74834L100
2977006
22365
SH
SOLE
Carolyn P. Taylor
22365
0
0
ROCKWELL AUTOMATION INC
COMMON
773903109
3905676
13406
SH
SOLE
Carolyn P. Taylor
13348
0
0
RTX CORPORATION
COMMON
75513E101
1891974
19399
SH
SOLE
Carolyn P. Taylor
19399
0
0
SANOFI
FOREIGN
80105N105
377039
7758
SH
SOLE
Carolyn P. Taylor
7758
0
0
SAP SE
FOREIGN
803054204
2307834
11833
SH
SOLE
Carolyn P. Taylor
11749
0
0
SCHWAB STRATEGIC TR
COMMON
808524102
537546
8805
SH
SOLE
Carolyn P. Taylor
8805
0
0
SCHWAB STRATEGIC TR
COMMON
808524862
204893
4250
SH
SOLE
Carolyn P. Taylor
4250
0
0
SELECT SECTOR SPDR TR
COMMON
81369Y209
2652167
17953
SH
SOLE
Carolyn P. Taylor
17953
0
0
SELECT SECTOR SPDR TR
COMMON
81369Y704
236175
1875
SH
SOLE
Carolyn P. Taylor
1875
0
0
SEMPRA
COMMON
816851109
364134
5026
SH
SOLE
Carolyn P. Taylor
5026
0
0
SERVICENOW INC
COMMON
81762P102
4886222
6409
SH
SOLE
Carolyn P. Taylor
6409
0
0
SHELL PLC
FOREIGN
780259305
3639854
54294
SH
SOLE
Carolyn P. Taylor
54294
0
0
SHERWIN WILLIAMS CO
COMMON
824348106
2283948
6576
SH
SOLE
Carolyn P. Taylor
6576
0
0
SOUTHWEST AIRLS CO
COMMON
844741108
306641
10505
SH
SOLE
Carolyn P. Taylor
10505
0
0
SPDR GOLD TR
FOREIGN
78463V107
3662537
17804
SH
SOLE
Carolyn P. Taylor
17777
0
0
SPDR S&P 500 ETF TR
COMMON
78462F103
928133
1769
SH
SOLE
Carolyn P. Taylor
1769
0
0
SPDR SER TR
COMMON
78464A870
15405487
162351
SH
SOLE
Carolyn P. Taylor
162226
0
0
SSGA ACTIVE ETF TR
FOREIGN
78467V848
19349245
483127
SH
SOLE
Carolyn P. Taylor
478870
0
0
STARBUCKS CORP
COMMON
855244109
10558725
115535
SH
SOLE
Carolyn P. Taylor
115285
0
0
TARGET CORP
COMMON
87612E106
3406818
19225
SH
SOLE
Carolyn P. Taylor
19075
0
0
TESLA INC
COMMON
88160R101
2595716
14766
SH
SOLE
Carolyn P. Taylor
14766
0
0
THE CIGNA GROUP
COMMON
125523100
396604
1092
SH
SOLE
Carolyn P. Taylor
1092
0
0
THERMO FISHER SCIENTIFIC INC
COMMON
883556102
329990
567
SH
SOLE
Carolyn P. Taylor
567
0
0
TOTALENERGIES SE
COMMON
89151E109
4537110
65198
SH
SOLE
Carolyn P. Taylor
64348
0
0
TRANE TECHNOLOGIES PLC
FOREIGN
G8994E103
3821878
12731
SH
SOLE
Carolyn P. Taylor
12731
0
0
TYSON FOODS INC
COMMON
902494103
607399
10342
SH
SOLE
Carolyn P. Taylor
10342
0
0
UNILEVER PLC
FOREIGN
904767704
1077748
21473
SH
SOLE
Carolyn P. Taylor
21473
0
0
UNION PAC CORP
COMMON
907818108
295836
1203
SH
SOLE
Carolyn P. Taylor
1203
0
0
UNITED PARCEL SERVICE INC
COMMON
911312106
397140
2672
SH
SOLE
Carolyn P. Taylor
2672
0
0
UNITEDHEALTH GROUP INC
COMMON
91324P102
6470190
13079
SH
SOLE
Carolyn P. Taylor
13079
0
0
VANGUARD INDEX FDS
COMMON
922908744
487603
2994
SH
SOLE
Carolyn P. Taylor
2994
0
0
VANGUARD INDEX FDS
COMMON
922908363
361006
751
SH
SOLE
Carolyn P. Taylor
751
0
0
VANGUARD INDEX FDS
COMMON
922908736
428874
1246
SH
SOLE
Carolyn P. Taylor
1246
0
0
VANGUARD MUN BD FDS
COMMON
922907746
235290
4650
SH
SOLE
Carolyn P. Taylor
4650
0
0
VANGUARD STAR FDS
FOREIGN
921909768
428613
7108
SH
SOLE
Carolyn P. Taylor
7108
0
0
VANGUARD WHITEHALL FDS
FOREIGN
921946810
16592673
203516
SH
SOLE
Carolyn P. Taylor
202316
0
0
VANGUARD WORLD FD
FOREIGN
92204A504
291080
1076
SH
SOLE
Carolyn P. Taylor
1076
0
0
VERIZON COMMUNICATIONS INC
COMMON
92343V104
3593882
85650
SH
SOLE
Carolyn P. Taylor
85333
0
0
VISA INC
COMMON
92826C839
14013460
50213
SH
SOLE
Carolyn P. Taylor
50148
0
0
WALMART INC
COMMON
931142103
2204619
36514
SH
SOLE
Carolyn P. Taylor
36514
0
0
WASTE MGMT INC DEL
COMMON
94106L109
23222382
108949
SH
SOLE
Carolyn P. Taylor
108674
0
0
WELLS FARGO CO NEW
COMMON
949746101
763334
13170
SH
SOLE
Carolyn P. Taylor
13170
0
0
WESTERN ALLIANCE BANCORP
COMMON
957638109
232047
3615
SH
SOLE
Carolyn P. Taylor
3615
0
0
WESTROCK CO
COMMON
96145D105
1461642
29558
SH
SOLE
Carolyn P. Taylor
29558
0
0