| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING | 1,200 | 0 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 250 SH HOME DEPOT | 12,830 | 86,638 |
| 300 SHS BERKSHIRE HATHAWAY | 18,611 | 106,998 |
| 540.613 SH DFA INVT DIMENSIONS | 11,284 | 24,079 |
| 43 SHS FAIRFAX FINANCIAL | 6,885 | 39,677 |
| 20 SHS MARKEL CORP COM | 6,038 | 28,398 |
| 82 SH JOHNSON & JOHNSON | 4,759 | 12,853 |
| 47 SH 3M CO | 3,484 | 5,138 |
| 300 SH GOOGLE INC CL A | 21,467 | 41,907 |
| 1000 SH DFA GLOBAL EQUITY PTF | 15,740 | 30,470 |
| 946 GOOGLE INC CL C | 84,018 | 133,320 |
| 40 LULU LEMON ATHLETICA | 9,275 | 20,452 |
| 200 AIR PRODUCTS | 51,627 | 54,760 |
| 150 SH APPLE | 18,164 | 28,880 |
| 100 SH BOEING | 21,135 | 26,066 |
| 200 SH CARNIVAL | 5,044 | 3,708 |
| 100 SH MICROSOFT | 22,872 | 37,604 |
| 150 SNOWFLAKE INC COM CL A | 32,407 | 29,850 |
| 175 META PLATFORMS INC COM CL A | 36,439 | 61,943 |
| 50 NETFLIX INC COM | 25,520 | 24,344 |
| 150 NIKE INC | 17,634 | 16,286 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| 106 SH SPDR S&P 500 ETF TRUST | FMV | 49,884 | 50,383 |
| 200 SH SELECT SECTOR SPDR TRUST | FMV | 8,761 | 16,768 |
| 100 SH VANGUARD GROWTH ETF | FMV | 25,602 | 31,088 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| WIRE FEES | 30 | 0 | 0 | 0 |
| Description | Amount |
|---|---|
| CORRECTION TO PRIOR YEAR | 1,800 |
| Name | Address |
|---|---|
| RAJ P CHOWDARY |
4115 PHEASANT CT ALLENTOWN,PA18104 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAX ON DIVIDENDS | 65 | 65 | 0 | 0 |
| EXCISE TAX | 1,440 | 0 | 0 | 0 |