| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Fidelity Investments | 259,115 | 8,093,946 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| Law Offices of James P. Zavell, PLC | 1,380 | 0 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| 2024 excise tax | 2,143 | 0 | 0 | |
| 2025 estimated tax | 4,040 | 0 | 0 |