Trust Operations Senior Specialist

0001845262-23-000004.txt : 20230727 0001845262-23-000004.hdr.sgml : 20230727 20230727101318 ACCESSION NUMBER: 0001845262-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230727 DATE AS OF CHANGE: 20230727 EFFECTIVENESS DATE: 20230727 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: 231115676 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 06-30-2023 06-30-2023 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 07-27-2023 0 93 165481094 false INFORMATION TABLE 2 13F20230630STC.xml STC Q2 2023 AT&T Inc Com 00206R102 174732 10955 SH SOLE 0 10955 0 0 Abbott Laboratories Com 002824100 1916027 17575 SH SOLE 0 17575 0 0 AbbVie Inc Com 00287Y109 887871 6590 SH SOLE 0 6590 0 0 Air Products & Chemicals Inc Com 009158106 649980 2170 SH SOLE 0 2170 0 0 Alphabet Inc Cl C Com 02079K107 3214052 26569 SH SOLE 0 26569 0 0 Alphabet Inc Cl A Com 02079K305 3305994 27619 SH SOLE 0 27619 0 0 Amazon.com Inc Com 023135106 5354276 41073 SH SOLE 0 41073 0 0 American Electric Power Co Inc Com 025537101 486676 5780 SH SOLE 0 5780 0 0 American Express Co Com 025816109 1254240 7200 SH SOLE 0 7200 0 0 American Tower Corp Com 03027X100 1565678 8073 SH SOLE 0 8073 0 0 Amgen Inc Com 031162100 271975 1225 SH SOLE 0 1225 0 0 Analog Devices Inc Com 032654105 833397 4278 SH SOLE 0 4278 0 0 Apple Inc Com 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19219 SH SOLE 0 19219 0 0 Intuit Inc Com 461202103 671248 1465 SH SOLE 0 1465 0 0 iShares MSCI EAFE ETF Com 464287465 592035 8166 SH SOLE 0 8166 0 0 iShares Core S&P Mid-Cap ETF Com 464287507 330772 1265 SH SOLE 0 1265 0 0 iShares Russell 2000 ETF Com 464287655 394952 2109 SH SOLE 0 2109 0 0 iShares Core S&P Small Cap ETF Com 464287804 1178262 11824 SH SOLE 0 11824 0 0 JPMorgan Chase & Co Com 46625H100 3502195 24080 SH SOLE 0 24080 0 0 Johnson & Johnson Com 478160104 2993429 18085 SH SOLE 0 18085 0 0 Kimberly-Clark Corp Com 494368103 1173510 8500 SH SOLE 0 8500 0 0 Estee Lauder Companies Inc Cl A Com 518439104 1090498 5553 SH SOLE 0 5553 0 0 Lowe's Cos Inc Com 548661107 2362176 10466 SH SOLE 0 10466 0 0 Mastercard Inc Cl A Com 57636Q104 3050042 7755 SH SOLE 0 7755 0 0 McDonald's Corp Com 580135101 1213037 4065 SH SOLE 0 4065 0 0 Merck & Co Inc Com 58933Y105 1788545 15500 SH SOLE 0 15500 0 0 Microsoft Corporation Com 594918104 12234921 35928 SH SOLE 0 35928 0 0 NextEra Energy Inc Com 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13473 0 0 Schlumberger Ltd Com 806857108 240688 4900 SH SOLE 0 4900 0 0 Materials Select Sector SPDR Fund Com 81369Y100 1471937 17762 SH SOLE 0 17762 0 0 Utilities Select Sector SPDR ETF Com 81369Y886 936054 14304 SH SOLE 0 14304 0 0 Southern Company Com 842587107 333688 4750 SH SOLE 0 4750 0 0 Stryker Corp Com 863667101 3461856 11347 SH SOLE 0 11347 0 0 Sysco Corp Com 871829107 985376 13280 SH SOLE 0 13280 0 0 TJX Companies Inc Com 872540109 2650959 31265 SH SOLE 0 31265 0 0 Thermo Fisher Scientific Inc Com 883556102 5439766 10426 SH SOLE 0 10426 0 0 3M Co Com 88579Y101 848263 8475 SH SOLE 0 8475 0 0 Travelers Companies Inc Com 89417E109 1631883 9397 SH SOLE 0 9397 0 0 US Bancorp Com 902973304 820449 24832 SH SOLE 0 24832 0 0 Unilever PLC Sponsored ADR New Com 904767704 364128 6985 SH SOLE 0 6985 0 0 Union Pacific Corp Com 907818108 237359 1160 SH SOLE 0 1160 0 0 Vanguard Total International Stock ETF Com 921909768 1145714 20430 SH SOLE 0 20430 0 0 Vanguard Extended Market Index ETF Com 922908652 431607 2900 SH SOLE 0 2900 0 0 Walmart Inc Com 931142103 1685284 10722 SH SOLE 0 10722 0 0 Waste Management Inc Com 94106L109 2311862 13331 SH SOLE 0 13331 0 0 Accenture PLC Cl A Com G1151C101 484471 1570 SH SOLE 0 1570 0 0 Linde PLC Com G54950103 590674 1550 SH SOLE 0 1550 0 0 Medtronic PLC Com G5960L103 1896264 21524 SH SOLE 0 21524 0 0