| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| PERELSON WEINER | 9,500 | 4,750 | 4,750 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| VANGUARD FED MMF | 1,314,495 | 1,314,495 |
| VANGUARD BROKERAGE-22,014 BERKSHIRE HATHAWAY | 3,136,114 | 4,494,818 |
| VANGUARD BROKERAGE-10,987 SH 500 INDEX FUND | 2,131,511 | 2,542,875 |
| VANGUARD BROKERAGE-61,708 SH TOTAL STOCK MKT FUND | 3,190,744 | 3,831,496 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BLUE FLAG PLANNING | 250 | 250 | 0 |