| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| GLM FINANCIAL GROUP TAX PREPARATION | 560 |
| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB | Purchased | 2025-12 | 0 | 12,970 | -12,970 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| CHARLES SCHWAB | 849,479 | 1,133,696 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| MPS LAW ATTORNEY | 236 |