2026-05-12T13:01:40-05:00 2025-12-31 941687665 BANK OF AMERICA PO BOX 1532 AFT PENNINGTON NJ 08534 990PF 2025-01-01 331854028 RB3 WONG FOUNDATION WONG 8888663275 PO BOX 1532 AFT PENNINGTON NJ 08534 BEVERLY Y WONG TRUSTEE 8888663275 2026-04-24 true KAREN J KISER P00146417 8888663275 2026-04-24 2025 2025-03-06 01:10:19Z X X 1090789 1023261 4185 4185 932581 1105366 932581 0 1960027 936766 0 0 0 0 0 4328 0 0 4328 2174 1304 869 0 4091 19 0 0 0 0 0 0 0 125 125 10718 1323 0 5322 0 0 10718 1323 0 5322 1949309 935443 0 1162 1162 9232 9232 0 0 0 636654 654050 422075 426345 1069123 1090789 0 X 1069123 1069123 0 1069123 1949309 0 1949309 880186 1069123 20. BERKSHIRE HATHAWAYINC DEL CL B NEW 1900-01-01 2025-02-10 9322 2724 6598 6598 590. BERKSHIRE HATHAWAYINC DEL CL B NEW 1900-01-01 2025-07-08 282392 80365 202027 202027 50. BERKSHIRE HATHAWAYINC DEL CL B NEW 1900-01-01 2025-07-08 23932 6810 17122 17122 5. AMPHENOL CORP NEW CL A 2025-07-08 2025-07-09 489 485 4 4 1. REPUBLIC SERVICES INC CL A 2025-07-08 2025-07-09 239 240 -1 -1 2. TEXAS INSTRUMENTS INC 2025-07-08 2025-07-09 434 436 -2 -2 3. TE CONNECTIVITY PLC 2025-07-08 2025-07-09 518 518 2. WATTS WATER TECH INC 2025-07-08 2025-07-11 510 511 -1 -1 6. ANSYS INC COM 2025-07-08 2025-07-18 2375 2186 189 189 2. APPLIED MATERIALS INCORPORATED 2025-07-08 2025-07-21 382 390 -8 -8 1. SYNOPSYS INC 2025-07-08 2025-07-21 585 544 41 41 .0394 SYNOPSYS INC 2025-07-08 2025-07-31 25 21 4 4 1. AMPHENOL CORP NEW CL A 2025-07-08 2025-08-01 104 97 7 7 2. TE CONNECTIVITY PLC 2025-07-08 2025-08-01 405 345 60 60 35. NOVO NORDISK A/S BR AND/ .1 DKK PAR ORDINARY 2025-07-08 2025-08-01 1664 2492 -828 -828 2. REPUBLIC SERVICES INC CL A 2025-07-08 2025-08-06 464 480 -16 -16 4. TAIWAN S MANUFCTRING ADR 2025-07-08 2025-08-06 923 918 5 5 4. TEXAS INSTRUMENTS INC 2025-07-08 2025-08-06 739 873 -134 -134 4. NVIDIA CORP 00 2025-07-08 2025-08-13 720 636 84 84 2. METTLER-TOLEDO INTNATIONAL ISIN #US5926881054 (USD) 2025-07-08 2025-08-20 2621 2422 199 199 4. EATON CORP PLC 2025-07-08 2025-08-20 1365 1424 -59 -59 5. EBAY INC 2025-07-08 2025-09-02 450 378 72 72 2. AUTODESK INC COM 2025-07-08 2025-09-12 649 633 16 16 2. FERGUSON ENTERPRISES INC REG SHS 2025-07-08 2025-09-12 442 448 -6 -6 3. PENTAIR PLC SHS 2025-07-08 2025-09-12 337 317 20 20 3. TE CONNECTIVITY PLC 2025-07-08 2025-09-12 634 518 116 116 5. ECOLAB INC 2025-07-08 2025-09-29 1358 1354 4 4 5. APTIV HOLDINGS LTD 2025-07-08 2025-10-01 430 360 70 70 2. NVIDIA CORP 00 2025-07-08 2025-10-06 371 318 53 53 3. VERALTO CORP REG SHS 2025-07-08 2025-10-06 317 307 10 10 9. APTIV HOLDINGS LTD 2025-07-08 2025-10-06 788 648 140 140 3. TEXAS INSTRUMENTS INC 2025-07-08 2025-10-17 525 654 -129 -129 3. AGILENT TECHNOLOGIES INC 2025-07-08 2025-10-27 445 366 79 79 1. HUBBELL INC SHS 2025-07-08 2025-10-27 439 412 27 27 2. NVIDIA CORP 00 2025-07-08 2025-10-27 380 318 62 62 2. ROPER TECHNOLOGIES INC 2025-07-08 2025-10-27 927 1129 -202 -202 2. RENAISSANCERE HOLDINGS LTD COM 2025-07-08 2025-11-06 537 482 55 55 80. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 25306 1684 23622 23622 80. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 25306 1763 23543 23543 80. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 25306 1805 23501 23501 940. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 297346 21212 276134 276134 10. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 3163 202 2961 2961 50. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 15816 1009 14807 14807 80. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 25306 1739 23567 23567 60. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 18979 1304 17675 17675 80. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 25306 1798 23508 23508 80. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 25306 1798 23508 23508 60. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 18980 1349 17631 17631 660. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 208774 14375 194399 194399 60. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 18980 1298 17682 17682 80. ALPHABET INC SHS CL C 1900-01-01 2025-11-24 25306 1731 23575 23575 2. ELI LILLY CO 2025-07-08 2025-12-03 2070 1581 489 489 6. MICROSOFT CORPORATION 2025-07-08 2025-12-03 2894 2970 -76 -76 16. NVIDIA CORP 00 2025-07-08 2025-12-03 2884 2545 339 339 16. AMERICAN WTR WKS CO INC NEW 2025-07-08 2025-12-09 2058 2238 -180 -180 11. AMERICAN WTR WKS CO INC NEW 2025-11-24 2025-12-09 1415 1447 -32 -32 1. ROPER TECHNOLOGIES INC 2025-11-24 2025-12-09 443 443 4. ROPER TECHNOLOGIES INC 2025-07-08 2025-12-09 1774 2259 -485 -485 2. ROPER TECHNOLOGIES INC 2025-11-24 2025-12-09 887 1088 -201 -201 8.4246 MAGNUM (THE) ICE CREAM C EUR PAR ORDINARY 2025-11-24 2025-12-10 124 129 -5 -5 3.5754 MAGNUM (THE) ICE CREAM C EUR PAR ORDINARY 2025-07-08 2025-12-10 53 55 -2 -2 932581 13003 0 13003 0 13003 4072 0 0 4072 X 0 8931 0 0 false false false false false false false true true CA true false true false false true N/A BANK OF AMERICA NA 8888663275 PO BOX 1532 AFT PENNINGTON NJ 08534 false false false false false false false false false false false false false false false false false false false false false BEVERLY WONG 166 GEARY STREET SUITE 1500 SAN FRANCISCO CA 941085628 CEO 0 0 RONALD WONG 166 GEARY STREET SUITE 1500 SAN FRANCISCO CA 941085628 CFO & SECRETARY 0 0 NONE 0 NONE 0 446476 6713 0 453189 0 0 453189 6798 446391 22320 22320 13003 13003 9317 0 9317 0 9317 5322 0 0 0 0 5322 9317 0 0 0 0 0 0 0 0 5322 0 0 0 5322 0 0 0 0 0 0 0 0 3995 0 0 0 0 0 0 0 0 X 14 4185 18 932581 936766 936766 false false false false false false false false false false X X 1 RONALD BEVERLY WONG 166 GEARY STREET SUITE 1500 SAN FRANCISCO CA 941085628 299871 X X 2 RONALD BEVERLY WONG 166 GEARY STREET SUITE 1500 SAN FRANCISCO CA 941085628 5406 X 3 RONALD BEVERLY WONG 166 GEARY STREET SUITE 1500 SAN FRANCISCO CA 941085628 717984 X X 1 660 SHARES BERKSHIRE HATHAWAY 299871 2025-01-01 3 2400 SHARES ALPHABET INC 717984 2025-11-21 942749102 WATTS WATER TECH INC 4011 4140 882508104 TEXAS INSTRUMENTS 3501 3470 14448C104 CARRIER GLOBAL CORP 10305 9406 101137107 BOSTON SCIENTIFIC CO 4331 4195 038222105 APPLIED MATERIAL INC 9702 11308 465741106 ITRON INC 7217 6314 911363109 UNITED RENTALS INC 6440 6475 871607107 SYNOPSYS INC 9753 10334 94106L109 WASTE MANAGEMENT INC 24778 25047 336433107 FIRST SOLAR INC 5970 6792 030420103 AMERICAN WTR WKS CO 3731 3524 G8994E103 TRANE TECHNOLOGIES P 4992 4670 28176E108 EDWARDS LIFESCIENCES 7339 7587 000360206 AAON INC NEV PV $0.0 3813 3050 79466L302 SALESFORCE INC 4844 5298 235851102 DANAHER CORP DEL 8356 8699 92826C839 VISA INC CL A SHRS 7451 7716 278865100 ECOLAB INC 12642 12338 92537N108 VERTIV HLDG CO 4280 4050 032095101 AMPHENOL CORP CL A N 6922 7568 67066G104 NVIDIA 41688 44574 291011104 EMERSON ELEC CO 6676 6769 776696106 ROPER TECHNOLOGIES I 3143 2671 00846U101 AGILENT TECHNOLOGIES 16459 15648 907818108 UNION PACIFIC CORP 12702 12954 874039100 TAIWAN S MANUFCTRING 28073 31908 57636Q104 MASTERCARD INC 18682 19410 G87052109 TE CONNECTIVITY PLC 6598 7280 760759100 REPUBLIC SERVICES IN 9631 9113 31488V107 FERGUSON ENTERPRISES 7283 6902 G7496G103 RENAISSANCERE HLDGS 11051 12371 82509L107 SHOPIFY INC CL A 13228 15131 11135F101 BROADCOM INC 11102 10383 058498106 BALL CORP 4819 4926 98419M100 XYLEM INC SHS 17583 17295 13646K108 CANADIAN PAC KANS CI 4969 5007 G1151C101 ACCENTURE PLC SHS 6140 6171 532457108 ELI LILLY & CO 13284 13971 65339F101 NEXTERA ENERGY INC S 9947 9874 941848103 WATERS CORP 7204 7217 831865209 SMITH A O CORP DEL 8248 8360 443510607 HUBBELL INC SHS 18541 19541 482480100 KLA CORP 5273 6075 573874104 MARVELL TECH INC 7598 8243 459506101 INTL FLAVORS&FRAGRNC 4522 4380 G7S00T104 PENTAIR PLC SHS 6588 6561 00790R104 ADVANCED DRAIN SYS I 2929 3041 278642103 EBAY INC 17492 19249 052769106 AUTODESK INC DEL PV$ 5661 5624 001084102 AGCO CORP 3892 3756 92338C103 VERALTO CORP REG SHS 13287 13271 G3265R107 APTIV HOLDINGS LTD 7896 8218 872540109 TJX COS INC NEW 11257 12135 883556102 THERMO FISHER SCIENT 11332 12168 45167R104 IDEX CORP DELAWARE 8870 9075 98978V103 ZOETIS INC 7666 7423 46120E602 INTUITIVE SURGICAL I 9962 10194 G8267P108 SMURFIT WESTROCK LTD 3167 3248 548661107 LOWE'S COMPANIES INC 7600 7717 594918104 MICROSOFT CORP 46151 46428 697435105 PALO ALTO NETWORKS I 9296 9026 G54950103 LINDE PLC NEW 18786 18761 J83173104 TERUMO 4543 AT COST 4323 3630 F01764103 AIR LIQUIDE AT COST 5822 5647 E6165F166 IBERDROLA SA, BILBAO AT COST 16364 17566 G92087348 UNILEVER PLC REG SHS AT COST 3587 3595 G54404127 LEGAL & GENERAL GROU AT COST 4415 4787 F22797108 CREDIT AGRICOLESA EU AT COST 3252 3545 F31665106 ESSILORLUXOTTICA .35 AT COST 9422 8876 G7493L105 RELX PLC .14 GBP PAR AT COST 3634 3290 72201P597 PIMCO TOTAL RETURN E AT COST 159606 160650 N3501V104 ADYEN B.V. PARTS SOC AT COST 7950 8074 B5337G162 KBC GROUP NV EUR PAR AT COST 5214 5749 87245P635 NUVEEN CORE IMPACT B AT COST 159966 160403 G0593M107 ASTRAZENECA PLC SHS AT COST 8388 9089 K9773J201 VESTAS WIND SYSTEMS AT COST 3665 4723 D66992104 SAP SE EUR PAR ORDIN AT COST 8045 7615 D827A1108 SYMRISE AG, HOLZMIND AT COST 5527 4922 N07059202 ASML HOLDING N.V. OR AT COST 7359 8657 J70746136 SEKISUI HOUSE LTD 19 AT COST 5536 5527 LEGAL FEES - CHARITABLE 4328 4328 TYE INCOME ADJ 29 TAX COST ADJ FOR CONTRIB REC'D 874889 SECURITIES ADJ 5268 INVESTMENT ADVISORY FEES 0 0 OTHER CHARITABLE EXPENSES 125 0 125 INVESTMENT MGMT FEES - BOA 1488 893 595 INVESTMENT MANAGEMENT FEES 686 411 274 RONALD BEVERLY WONG 166 GEARY STREET SUITE 1500 SAN FRANCISCO CA 941085628 RONALD BEVERLY WONG 166 GEARY STREET SUITE 1500 SAN FRANCISCO CA 941085628 RONALD BEVERLY WONG 166 GEARY STREET SUITE 1500 SAN FRANCISCO CA 941085628 FOREIGN TAXES 19 19 0 FEDERAL ESTIMATES - PRINCIPAL 4072 0 0