Trust Operations Senior Specialist

0001845262-23-000003.txt : 20230512 0001845262-23-000003.hdr.sgml : 20230512 20230512145431 ACCESSION NUMBER: 0001845262-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230512 EFFECTIVENESS DATE: 20230512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Connolly Sarah T. CENTRAL INDEX KEY: 0001845262 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20635 FILM NUMBER: 23915063 MAIL ADDRESS: STREET 1: C/O NIXON PEABODY LLP, EXCHANGE PLACE STREET 2: 53 STATE STREET CITY: BOSTON STATE: MA ZIP: 02109-2835 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001845262 XXXXXXXX 03-31-2023 03-31-2023 Connolly Sarah T.

C/O NIXON PEABODY LLP, EXCHANGE PLACE 53 STATE STREET BOSTON MA 02109-2835

13F HOLDINGS REPORT 028-20635 N Dennis Kushmerek Trust Operations Senior Specialist 617-345-6136 Dennis Kushmerek Boston MA 05-12-2023 0 94 157682126 false INFORMATION TABLE 2 13F20230331STC.xml STC 1Q 2023 AT&T Inc Com 00206R102 210884 10955 SH SOLE 0 10955 0 0 Abbott Laboratories Com 002824100 1781670 17595 SH SOLE 0 17595 0 0 AbbVie Inc Com 00287Y109 1050248 6590 SH SOLE 0 6590 0 0 Air Products & Chemicals Inc Com 009158106 623246 2170 SH SOLE 0 2170 0 0 Alphabet Inc Cl C Com 02079K107 2778568 26717 SH SOLE 0 26717 0 0 Alphabet Inc Cl A Com 02079K305 2897698 27935 SH SOLE 0 27935 0 0 Amazon.com Inc Com 023135106 4318142 41806 SH SOLE 0 41806 0 0 American Electric Power Co Inc Com 025537101 525922 5780 SH SOLE 0 5780 0 0 American Express Co Com 025816109 1201661 7285 SH SOLE 0 7285 0 0 American Tower Corp Com 03027X100 1654337 8096 SH SOLE 0 8096 0 0 Amgen Inc Com 031162100 296144 1225 SH SOLE 0 1225 0 0 Analog Devices Inc Com 032654105 893012 4528 SH SOLE 0 4528 0 0 Apple Inc Com 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19242 SH SOLE 0 19242 0 0 Intuit Inc Com 461202103 766828 1720 SH SOLE 0 1720 0 0 iShares MSCI EAFE ETF Com 464287465 584032 8166 SH SOLE 0 8166 0 0 iShares Core S&P Mid-Cap ETF Com 464287507 316452 1265 SH SOLE 0 1265 0 0 iShares Russell 2000 ETF Com 464287655 376246 2109 SH SOLE 0 2109 0 0 iShares Core S&P Small Cap ETF Com 464287804 1143381 11824 SH SOLE 0 11824 0 0 JPMorgan Chase & Co Com 46625H100 3256708 24992 SH SOLE 0 24992 0 0 Johnson & Johnson Com 478160104 2642750 17050 SH SOLE 0 17050 0 0 Kimberly-Clark Corp Com 494368103 1140870 8500 SH SOLE 0 8500 0 0 Estee Lauder Companies Inc Cl A Com 518439104 1368839 5554 SH SOLE 0 5554 0 0 Lowe's Cos Inc Com 548661107 2093086 10467 SH SOLE 0 10467 0 0 Mastercard Inc Cl A Com 57636Q104 2830964 7790 SH SOLE 0 7790 0 0 McDonald's Corp Com 580135101 1227488 4390 SH SOLE 0 4390 0 0 Merck & Co Inc Com 58933Y105 1649045 15500 SH SOLE 0 15500 0 0 Microsoft Corporation Com 594918104 10411378 36113 SH SOLE 0 36113 0 0 NextEra Energy Inc Com 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SH SOLE 0 7718 0 0 Salesforce Inc Com 79466L302 2694233 13486 SH SOLE 0 13486 0 0 Schlumberger Ltd Com 806857108 240590 4900 SH SOLE 0 4900 0 0 Materials Select Sector SPDR Fund Com 81369Y100 1439781 17850 SH SOLE 0 17850 0 0 Utilities Select Sector SPDR ETF Com 81369Y886 975345 14409 SH SOLE 0 14409 0 0 Southern Company Com 842587107 347900 5000 SH SOLE 0 5000 0 0 Stryker Corp Com 863667101 3242083 11357 SH SOLE 0 11357 0 0 Sysco Corp Com 871829107 1025614 13280 SH SOLE 0 13280 0 0 TJX Companies Inc Com 872540109 2448907 31252 SH SOLE 0 31252 0 0 Thermo Fisher Scientific Inc Com 883556102 6019608 10444 SH SOLE 0 10444 0 0 3M Co Com 88579Y101 890807 8475 SH SOLE 0 8475 0 0 Travelers Companies Inc Com 89417E109 1610568 9396 SH SOLE 0 9396 0 0 US Bancorp Com 902973304 897321 24891 SH SOLE 0 24891 0 0 Unilever PLC Sponsored ADR New Com 904767704 362731 6985 SH SOLE 0 6985 0 0 Union Pacific Corp Com 907818108 233462 1160 SH SOLE 0 1160 0 0 Vanguard Total International Stock ETF Com 921909768 1127940 20430 SH SOLE 0 20430 0 0 Vanguard Extended Market Index ETF Com 922908652 406580 2900 SH SOLE 0 2900 0 0 Walmart Inc Com 931142103 1584645 10747 SH SOLE 0 10747 0 0 Waste Management Inc Com 94106L109 2177667 13346 SH SOLE 0 13346 0 0 Accenture PLC Cl A Com G1151C101 477303 1670 SH SOLE 0 1670 0 0 Linde PLC Com G54950103 550932 1550 SH SOLE 0 1550 0 0 Medtronic PLC Com G5960L103 1738570 21565 SH SOLE 0 21565 0 0