| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING | 1,695 | 0 | 0 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| 262.3598 SH HOME DEPOT | 17,478 | 90,278 |
| 300 SHS BERKSHIRE HATHAWAY | 18,611 | 150,795 |
| 43 SHS FAIRFAX FINANCIAL | 6,885 | 81,961 |
| 87.1322 SH JOHNSON & JOHNSON | 5,606 | 18,032 |
| 47 SH 3M CO | 2,943 | 7,524 |
| 202.0623 SH GOOGLE INC CL A | 20,426 | 63,245 |
| 201.5177 GOOGLE INC CL C | 1,678 | 63,236 |
| 210.7282 AIR PRODUCTS | 54,535 | 52,054 |
| 76.0584 SH APPLE | 9,309 | 20,677 |
| 202.7457 SH MICROSOFT | 93,961 | 98,052 |
| 100 META PLATFORMS INC COM CL A | 125,940 | 132,018 |
| 500 NETFLIX INC COM | 25,520 | 46,880 |
| 100 AMAZON | 18,381 | 23,082 |
| 30 SH CROWDSTRIKE HOLDINGS INC | 8,229 | 14,063 |
| 80 SH NVIDIA CORP | 8,390 | 14,920 |
| 100 SH UNITED HEALTH GROUP INC | 30,737 | 33,011 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| 540.613 SH DFA INVT DIMENSIONS | FMV | 11,284 | 30,442 |
| 1000 SH DFA GLOBAL EQUITY PTF | FMV | 15,740 | 39,650 |
| 106 SH SPDR S&P 500 ETF TRUST | FMV | 49,884 | 72,283 |
| 400 SH SELECT SECTOR SPDR TRUST | FMV | 8,761 | 17,884 |
| 100 SH VANGUARD GROWTH ETF | FMV | 25,602 | 48,786 |
| 300 SH TECHNOLOGY SELECT SECTOR | FMV | 36,104 | 43,191 |
| 115 SH VANGUARD INFORMATION | FMV | 78,523 | 86,685 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL | 97 | 0 | 0 | 0 |
| 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 | 161 | 161 | 0 | 0 |
| EXCISE TAX | 1,091 | 1,091 | 0 | 0 |