# EDGAR Filing Document

**Accession Number:** 0001845262
**File Stem:** 0001845262-23-000001
**Filing Date:** 2023-2
**Character Count:** 12574
**Document Hash:** da5a6c5c209eba9798c7eb6d09d43711
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001845262-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001845262-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230208

**EFFECTIVENESS DATE**: 20230209

**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:** 23600582

**MAIL ADDRESS:**
- **STREET 1:** C/O NIXON PEABODY LLP, EXCHANGE PLACE
- **STREET 2:** 53 STATE STREET
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02109-2835

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Connolly Sarah T.<br>**Address:** C/O NIXON PEABODY LLP EXCHANGE PLACE<br>53 STATE STREET<br>BOSTON, MA 02109-2835

**Form 13F File Number:** 028-20635

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Dennis Kushmerek<br>**Title:** Trust Operations Senior Specialist<br>**Phone:** 617-345-6136

**Signature, Place, and Date of Signing:**

Dennis Kushmerek  Boston, MA  02-08-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 95

**Form 13F Information Table Value Total:** $147130015

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT Inc | Com | 00206R102 |  | 201682 | 10955 | SH |  | SOLE | 0 | 10955 | 0 | 0 |
| Abbott Laboratories | Com | 002824100 |  | 1981161 | 18045 | SH |  | SOLE | 0 | 18045 | 0 | 0 |
| AbbVie Inc | Com | 00287Y109 |  | 1065010 | 6590 | SH |  | SOLE | 0 | 6590 | 0 | 0 |
| Air Products  Chemicals Inc | Com | 009158106 |  | 668924 | 2170 | SH |  | SOLE | 0 | 2170 | 0 | 0 |
| Alphabet Inc Cl C | Com | 02079K107 |  | 2186751 | 24645 | SH |  | SOLE | 0 | 24645 | 0 | 0 |
| Alphabet Inc Cl A | Com | 02079K305 |  | 2460735 | 27890 | SH |  | SOLE | 0 | 27890 | 0 | 0 |
| Amazon.com Inc | Com | 023135106 |  | 3243660 | 38615 | SH |  | SOLE | 0 | 38615 | 0 | 0 |
| American Electric Power Co Inc | Com | 025537101 |  | 548811 | 5780 | SH |  | SOLE | 0 | 5780 | 0 | 0 |
| American Express Co | Com | 025816109 |  | 1076359 | 7285 | SH |  | SOLE | 0 | 7285 | 0 | 0 |
| American Tower Corp | Com | 03027X100 |  | 1469461 | 6936 | SH |  | SOLE | 0 | 6936 | 0 | 0 |
| Amgen Inc | Com | 031162100 |  | 338806 | 1290 | SH |  | SOLE | 0 | 1290 | 0 | 0 |
| Analog Devices Inc | Com | 032654105 |  | 746829 | 4553 | SH |  | SOLE | 0 | 4553 | 0 | 0 |
| Apple Inc | Com | 037833100 |  | 7288553 | 56096 | SH |  | SOLE | 0 | 56096 | 0 | 0 |
| Atmos Energy Corp | Com | 049560105 |  | 287460 | 2565 | SH |  | SOLE | 0 | 2565 | 0 | 0 |
| Automatic Data Processing Inc | Com | 053015103 |  | 1697100 | 7105 | SH |  | SOLE | 0 | 7105 | 0 | 0 |
| Bank of America Corp | Com | 060505104 |  | 2201619 | 66474 | SH |  | SOLE | 0 | 66474 | 0 | 0 |
| Baxter International Inc | Com | 071813109 |  | 305820 | 6000 | SH |  | SOLE | 0 | 6000 | 0 | 0 |
| Berkshire Hathaway Inc Cl B | Com | 084670702 |  | 783062 | 2535 | SH |  | SOLE | 0 | 2535 | 0 | 0 |
| Blackrock Inc | Com | 09247X101 |  | 1439228 | 2031 | SH |  | SOLE | 0 | 2031 | 0 | 0 |
| Booking Holdings Inc | Com | 09857L108 |  | 1896378 | 941 | SH |  | SOLE | 0 | 941 | 0 | 0 |
| Bristol-Myers Squibb Co | Com | 110122108 |  | 1603190 | 22282 | SH |  | SOLE | 0 | 22282 | 0 | 0 |
| CVS Health Corp | Com | 126650100 |  | 1706868 | 18316 | SH |  | SOLE | 0 | 18316 | 0 | 0 |
| Canadian Pacific Railway Ltd | Com | 13645T100 |  | 261065 | 3500 | SH |  | SOLE | 0 | 3500 | 0 | 0 |
| Chevron Corp New Com | Com | 166764100 |  | 1473254 | 8208 | SH |  | SOLE | 0 | 8208 | 0 | 0 |
| Coca-Cola Co | Com | 191216100 |  | 3844334 | 60436 | SH |  | SOLE | 0 | 60436 | 0 | 0 |
| Comcast Corp New Cl A | Com | 20030N101 |  | 1255318 | 35897 | SH |  | SOLE | 0 | 35897 | 0 | 0 |
| Danaher Corp | Com | 235851102 |  | 2470529 | 9308 | SH |  | SOLE | 0 | 9308 | 0 | 0 |
| Deere  Co | Com | 244199105 |  | 1861676 | 4342 | SH |  | SOLE | 0 | 4342 | 0 | 0 |
| Walt Disney Co (The) | Com | 254687106 |  | 1362973 | 15688 | SH |  | SOLE | 0 | 15688 | 0 | 0 |
| Emerson Electric Co | Com | 291011104 |  | 464354 | 4834 | SH |  | SOLE | 0 | 4834 | 0 | 0 |
| Enbridge Inc | Com | 29250N105 |  | 215871 | 5521 | SH |  | SOLE | 0 | 5521 | 0 | 0 |
| Exxon Mobil Corp | Com | 30231G102 |  | 3603501 | 32670 | SH |  | SOLE | 0 | 32670 | 0 | 0 |
| Factset Research Systems Inc | Com | 303075105 |  | 515555 | 1285 | SH |  | SOLE | 0 | 1285 | 0 | 0 |
| F-star Therapeutics Inc | Com | 30315R107 |  | 334966 | 53001 | SH |  | SOLE | 0 | 53001 | 0 | 0 |
| General Dynamics Corp | Com | 369550108 |  | 1101608 | 4440 | SH |  | SOLE | 0 | 4440 | 0 | 0 |
| General Electric Co | Com | 369604301 |  | 243410 | 2905 | SH |  | SOLE | 0 | 2905 | 0 | 0 |
| Genuine Parts Co | Com | 372460105 |  | 570848 | 3290 | SH |  | SOLE | 0 | 3290 | 0 | 0 |
| HP Inc | Com | 40434L105 |  | 342593 | 12750 | SH |  | SOLE | 0 | 12750 | 0 | 0 |
| Hershey Company | Com | 427866108 |  | 301041 | 1300 | SH |  | SOLE | 0 | 1300 | 0 | 0 |
| Hewlett Packard Enterprise Co | Com | 42824C109 |  | 203490 | 12750 | SH |  | SOLE | 0 | 12750 | 0 | 0 |
| Hubbell Inc | Com | 443510607 |  | 1557806 | 6638 | SH |  | SOLE | 0 | 6638 | 0 | 0 |
| Illinois Tool Works Inc | Com | 452308109 |  | 1073963 | 4875 | SH |  | SOLE | 0 | 4875 | 0 | 0 |
| Intel Corp | Com | 458140100 |  | 1176928 | 44530 | SH |  | SOLE | 0 | 44530 | 0 | 0 |
| Intercontinental Exchange Inc | Com | 45866F104 |  | 1951262 | 19020 | SH |  | SOLE | 0 | 19020 | 0 | 0 |
| Intuit Inc | Com | 461202103 |  | 669458 | 1720 | SH |  | SOLE | 0 | 1720 | 0 | 0 |
| iShares MSCI EAFE ETF | Com | 464287465 |  | 592467 | 9026 | SH |  | SOLE | 0 | 9026 | 0 | 0 |
| iShares Core S Mid-Cap ETF | Com | 464287507 |  | 313248 | 1295 | SH |  | SOLE | 0 | 1295 | 0 | 0 |
| iShares Russell 2000 ETF | Com | 464287655 |  | 399982 | 2294 | SH |  | SOLE | 0 | 2294 | 0 | 0 |
| iShares Core S Small Cap ETF | Com | 464287804 |  | 1125459 | 11892 | SH |  | SOLE | 0 | 11892 | 0 | 0 |
| JPMorgan Chase  Co | Com | 46625H100 |  | 3508324 | 26162 | SH |  | SOLE | 0 | 26162 | 0 | 0 |
| Johnson  Johnson | Com | 478160104 |  | 3011883 | 17050 | SH |  | SOLE | 0 | 17050 | 0 | 0 |
| Kimberly-Clark Corp | Com | 494368103 |  | 1153875 | 8500 | SH |  | SOLE | 0 | 8500 | 0 | 0 |
| Estee Lauder Companies Inc Cl A | Com | 518439104 |  | 1426136 | 5748 | SH |  | SOLE | 0 | 5748 | 0 | 0 |
| Lowe's Cos Inc | Com | 548661107 |  | 2265757 | 11372 | SH |  | SOLE | 0 | 11372 | 0 | 0 |
| Mastercard Inc Cl A | Com | 57636Q104 |  | 2896939 | 8331 | SH |  | SOLE | 0 | 8331 | 0 | 0 |
| McDonald's Corp | Com | 580135101 |  | 1156897 | 4390 | SH |  | SOLE | 0 | 4390 | 0 | 0 |
| Merck  Co Inc | Com | 58933Y105 |  | 1719725 | 15500 | SH |  | SOLE | 0 | 15500 | 0 | 0 |
| Microsoft Corporation | Com | 594918104 |  | 8476678 | 35346 | SH |  | SOLE | 0 | 35346 | 0 | 0 |
| NextEra Energy Inc | Com | 65339F101 |  | 2798844 | 33479 | SH |  | SOLE | 0 | 33479 | 0 | 0 |
| Nike Inc Cl B | Com | 654106103 |  | 886351 | 7575 | SH |  | SOLE | 0 | 7575 | 0 | 0 |
| Norfolk Southern Corp | Com | 655844108 |  | 618514 | 2510 | SH |  | SOLE | 0 | 2510 | 0 | 0 |
| Novartis AG Sponsored ADR | Com | 66987V109 |  | 2152241 | 23724 | SH |  | SOLE | 0 | 23724 | 0 | 0 |
| NVIDIA Corp | Com | 67066G104 |  | 1617916 | 11071 | SH |  | SOLE | 0 | 11071 | 0 | 0 |
| Oracle Corp | Com | 68389X105 |  | 206394 | 2525 | SH |  | SOLE | 0 | 2525 | 0 | 0 |
| Palo Alto Networks Inc | Com | 697435105 |  | 1459867 | 10462 | SH |  | SOLE | 0 | 10462 | 0 | 0 |
| Paychex Inc | Com | 704326107 |  | 645518 | 5586 | SH |  | SOLE | 0 | 5586 | 0 | 0 |
| Paycom Software Inc | Com | 70432V102 |  | 302552 | 975 | SH |  | SOLE | 0 | 975 | 0 | 0 |
| PepsiCo Inc | Com | 713448108 |  | 5039330 | 27894 | SH |  | SOLE | 0 | 27894 | 0 | 0 |
| Procter  Gamble Co | Com | 742718109 |  | 4498149 | 29679 | SH |  | SOLE | 0 | 29679 | 0 | 0 |
| Prudential Financial Inc | Com | 744320102 |  | 411665 | 4139 | SH |  | SOLE | 0 | 4139 | 0 | 0 |
| Qualcomm Inc | Com | 747525103 |  | 482087 | 4385 | SH |  | SOLE | 0 | 4385 | 0 | 0 |
| Rockwell Automation Inc | Com | 773903109 |  | 1764097 | 6849 | SH |  | SOLE | 0 | 6849 | 0 | 0 |
| Roper Technologies Inc | Com | 776696106 |  | 1603486 | 3711 | SH |  | SOLE | 0 | 3711 | 0 | 0 |
| SPDR S MidCap 400 ETF | Com | 78467Y107 |  | 3967841 | 8961 | SH |  | SOLE | 0 | 8961 | 0 | 0 |
| Salesforce Inc | Com | 79466L302 |  | 1931173 | 14565 | SH |  | SOLE | 0 | 14565 | 0 | 0 |
| Schlumberger Ltd | Com | 806857108 |  | 261954 | 4900 | SH |  | SOLE | 0 | 4900 | 0 | 0 |
| Materials Select Sector SPDR Fund | Com | 81369Y100 |  | 1178406 | 15170 | SH |  | SOLE | 0 | 15170 | 0 | 0 |
| Utilities Select Sector SPDR ETF | Com | 81369Y886 |  | 844943 | 11985 | SH |  | SOLE | 0 | 11985 | 0 | 0 |
| Southern Company | Com | 842587107 |  | 357050 | 5000 | SH |  | SOLE | 0 | 5000 | 0 | 0 |
| Stryker Corp | Com | 863667101 |  | 3184482 | 13025 | SH |  | SOLE | 0 | 13025 | 0 | 0 |
| Sysco Corp | Com | 871829107 |  | 1015256 | 13280 | SH |  | SOLE | 0 | 13280 | 0 | 0 |
| TJX Companies Inc | Com | 872540109 |  | 2695893 | 33868 | SH |  | SOLE | 0 | 33868 | 0 | 0 |
| Thermo Fisher Scientific Inc | Com | 883556102 |  | 5845574 | 10615 | SH |  | SOLE | 0 | 10615 | 0 | 0 |
| 3M Co | Com | 88579Y101 |  | 1019920 | 8505 | SH |  | SOLE | 0 | 8505 | 0 | 0 |
| Travelers Companies Inc | Com | 89417E109 |  | 1700722 | 9071 | SH |  | SOLE | 0 | 9071 | 0 | 0 |
| US Bancorp | Com | 902973304 |  | 1063604 | 24389 | SH |  | SOLE | 0 | 24389 | 0 | 0 |
| Unilever PLC Sponsored ADR New | Com | 904767704 |  | 355975 | 7070 | SH |  | SOLE | 0 | 7070 | 0 | 0 |
| Union Pacific Corp | Com | 907818108 |  | 246413 | 1190 | SH |  | SOLE | 0 | 1190 | 0 | 0 |
| Vanguard Total International Stock ETF | Com | 921909768 |  | 1056640 | 20430 | SH |  | SOLE | 0 | 20430 | 0 | 0 |
| Vanguard Extended Market Index ETF | Com | 922908652 |  | 385294 | 2900 | SH |  | SOLE | 0 | 2900 | 0 | 0 |
| Walmart Inc | Com | 931142103 |  | 929008 | 6552 | SH |  | SOLE | 0 | 6552 | 0 | 0 |
| Waste Management Inc | Com | 94106L109 |  | 2064541 | 13160 | SH |  | SOLE | 0 | 13160 | 0 | 0 |
| Accenture PLC Cl A | Com | G1151C101 |  | 445623 | 1670 | SH |  | SOLE | 0 | 1670 | 0 | 0 |
| Linde PLC | Com | G5494J103 |  | 505579 | 1550 | SH |  | SOLE | 0 | 1550 | 0 | 0 |
| Medtronic PLC | Com | G5960L103 |  | 1486473 | 19126 | SH |  | SOLE | 0 | 19126 | 0 | 0 |

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