| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING | 1,300 | 0 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 255.977 SH HOME DEPOT | 15,100 | 99,572 |
| 300 SHS BERKSHIRE HATHAWAY | 18,611 | 135,984 |
| 43 SHS FAIRFAX FINANCIAL | 6,885 | 59,830 |
| 84.6203 SH JOHNSON & JOHNSON | 5,166 | 12,238 |
| 47 SH 3M CO | 2,943 | 6,067 |
| 301.0315 SH GOOGLE INC CL A | 21,647 | 56,985 |
| 949.2341 GOOGLE INC CL C | 84,587 | 180,772 |
| 205.4723 AIR PRODUCTS | 53,055 | 59,595 |
| 150.728 SH APPLE | 18,313 | 37,745 |
| 201.2401 SH MICROSOFT | 63,653 | 84,823 |
| 100 META PLATFORMS INC COM CL A | 33,442 | 58,551 |
| 50 NETFLIX INC COM | 25,520 | 44,566 |
| 100 AMAZON | 18,381 | 21,939 |
| 30 SH CROWDSTRIKE HOLDINGS INC | 8,229 | 10,265 |
| 80 SH NVIDIA CORP | 8,390 | 10,743 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| 540.613 SH DFA INVT DIMENSIONS | FMV | 11,284 | 26,647 |
| 1000 SH DFA GLOBAL EQUITY PTF | FMV | 15,740 | 34,030 |
| 106 SH SPDR S&P 500 ETF TRUST | FMV | 49,884 | 62,124 |
| 200 SH SELECT SECTOR SPDR TRUST | FMV | 8,761 | 17,132 |
| 100 SH VANGUARD GROWTH ETF | FMV | 25,602 | 41,044 |
| 150 SH TECHNOLOGY SELECT SECTOR | FMV | 36,104 | 34,878 |
| 50 SH VANGUARD INFORMATION | FMV | 29,518 | 31,090 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL | 1,750 | 0 | 0 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| EXCISE TAX REFUND | 599 | 599 |
| 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 | 97 | 97 | 0 | 0 |