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2024-09-25 5 54 SHARES ISHARES JP MORGAN USD EMERGING MARKETS 5029 2024-09-25 6 1,043 SHARES ISHARES CORE MSCI EAFE ETF FM 80300 2024-09-25 7 551 SHARES ISHARES MSCI EMERGING MARKETS ETF 31093 2024-09-25 8 447 SHARES ISHARES BROAD USD HIGH YIELD BOND 16794 2024-09-25 9 32 SHARES ISHARES 0-3 MNTH TREASURY BOND 3221 2024-09-25 10 15 SHARES TECHNOLOGY SELECT SECTOR SPRD 3364 2024-09-25 11 100 SHARES VANGUARD VALUE ETF 17334 2024-09-25 12 92 SHARES VANGUARD MID-CAP ETF 24095 2024-09-25 13 71 SHARES VANGUARD GROWTH ETF 27280 2024-09-25 14 55 SHARES VANGUARD INTER TERM TREAS ETF 3325 2024-09-25 15 159 SHARES VANGUARD RUSSELL 1000 GROWTH ETF 15366 2024-09-25 16 297 SHARES VANGUARD RUSSELL 1000 VALUE ETF 24550 2024-09-25 17 153 SHARES VANGUARD RUSSELL 2000 ETF 13519 2024-09-25 18 204 SHARES VANECK JP MORGAN EM 5163 2024-09-25 19 3,676 SHARES NVIDIA CORP 505413 2024-12-30 ACCOUNTING FEES 7352 7352 0 0 FURNITURE 2008-02-01 445 445 200DB 7.000000000000 0 0 0 PRINTER 2008-02-14 400 400 200DB 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FURNITURE 864 864 0 APPLE COMPUTER 2268 2268 0 SECURITY DEPOSIT 3572 3572 3572 BOOK BASIS UNREALIZED LOSSES 385147 INSURANCE 2026 2026 0 0 INVESTMENT MANAGEMENT FEES 35251 35251 0 0 LICENSE EXPENSE 61 61 0 0 OFFICE EXPENSE 17245 17245 0 0 PAYROLL SERVICE FEE 3198 3198 0 0 POSTAGE 925 925 0 0 INCOME FROM LOANS 84670 84670 0 MISCELLANEOUS INCOME 487 487 0 NON-DIVIDEND DISTRIBUTIONS 60514 LINE OF CREDIT 507000 507000 PAYROLL TAXES 7191 7191 0 0 FOREIGN TAXES 1622 1622 0 0