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THE NOTICE STATES THAT "THE REQUIREMENT WAS ELIMINATED TO EASE THE ADMINISTRATIVE BURDEN ON BOTH THE AGENCY AS WELL AS NONPROFIT ORGANIZATIONS. THE INFORMATION ON FORM 990-PF IS AVAILABLE TO THE OFFICE OF TAX AND REVENUE FROM OTHER SOURCES." FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK FORM 990-PF, PART II, LINE 10B - CORPORATE STOCK DESCRIPTION ENDING BOOK VALUE ENDING FMV BERKSHIRE HATHAWAY INC-CL A 3,471,565. 44,940,720. COINBASE GLOBAL INC -CLASS A 2,500,869. 2,979,600. COLUMBIA SLGMN GL TECH-I3 15,211,478. 44,917,724. DOCUSIGN INC 2,693,524. 1,079,280. ENPHASE ENERGY INC 2,646,917. 1,174,428. GOLDMAN SACHS GROUP INC 2,699,996. 5,039,056. INVESCO S&P SMALLCAP INFORMATION T 2,634,883. 9,091,992. AMAZON.COM INC -223,322. -46,345. DATADOG INC - CLASS A -440,474. -286,250. LULULEMON ATHLETICA INC -334,101. -138,750. MARVELL TECHNOLOGY INC -385,476. -108,250. MICROSOFT CORP -184,760. -91,225. PALANTIR TECHNOLOGIES INC-A -300,742. -83,862. SNOWFLAKE INC-CLASS A -257,952. -124,695. JPM NASDAQ EQUITY PREMIUM 11,502,756. 12,338,763. JPMORGAN EQUITY PREMIUM INCO 11,496,825. 11,718,861. ------------ ------------ INVESTMENTS - CORPORATE STOCK 52,731,987. 132,401,048. ============= ============= JPM MANAGED INCOME FD-USD-L 9197668 9234760 ACCRUALS FROM JEPI AND JEPQ 0 184956 SEE GENERAL EXPLANATION ATCH 52731987 132401048 SFRE AT COST 102942 86296 GATEHOUSE BIO, INC. AT COST 425000 425000 BITKRAFT AT COST 5698545 5885022 HOLLYPORT VIII AT COST 14044725 20324346 ST INVESTMENT - DUE FROM GENE AT COST 300 300 ELIMINATING ENTRY AT COST 100 100 ARNOLD & PORTER K SCHOLER LLP 17245 17245 SULLIVAN & CROMWELL LLP 325 325 BOOK TO TAX ADJUSTMENT 2832 TRINET FEES & CHARGES 5732 5732 OTHER CHARGES 813 813 FEDEX 169 169 HOWARD INSURANCE, INC. 15492 15492 USPS 48 48 GERALDINE RODDY 1425 1425 LAUREN GIGLIO 250 250 THEODORE KARALEKAS 600 600 BIG SKY INC -2275 -2275 PROGRAM EVENTS 46979 46979 TOTAL IT SPENDING 18921 18921 OTHER INCOME 1150 1150 OTHER LIABILITIES 6655 32927 DOG EAR STUDIO 1900 1900 ESHEDESIGNS LLC 200 200 KWIK KOPY PRINTING 291 291 FEDERAL EXCISE TAX 201000