2026-03-05T14:54:01-06:00 2025-12-31 161614009 MIRABELLA & SMITH LLP 150 ALLENS CREEK RD SUITE 130 ROCHESTER NY 14618 990PF 2025-01-01 222405596 LOUIS S & MOLLY B WOLK FOUNDATION LOUI 5854426900 1600 EAST AVENUE 701 ROCHESTER NY 14610 MARVIN WOLK TREASURER 5854426900 2026-02-20 1 MICHAEL C SMITH P00093683 5852256470 2026-02-20 2025 2025-03-06 01:10:19Z X 40150556 X X 906194 906194 1109145 4611413 1109145 2015339 2015339 193750 38750 155000 6100 1220 4880 111071 111071 0 20348 0 0 28530 5706 22824 2680 535 2145 5034 857 4177 367513 158139 189026 2179200 2179200 2546713 158139 2368226 -531374 1857200 607437 495668 495668 21843173 21423568 39654888 22450610 21919236 40150556 0 0 X 25795449 25795449 0 0 -3344839 -3876213 22450610 21919236 22450610 21919236 22450610 -531374 0 21919236 0 21919236 360 AVANTIS US SMALL CAP P 36493 31228 5265 5265 1255 ISHARES CORE S&P SMALL CAP P 149703 130045 19658 19658 300 ISHARES CORE S&P MIDCAP ETF P 19867 15918 3949 3949 210 ISHARES CORE S&P 500 ETF P 131872 107733 24139 24139 810 AVANTIX US LARGE CAP P 58008 44421 13587 13587 2325 DIMENSIONAL ETF TRUST P 84136 63704 20432 20432 2210 ISHARES CORE S&P 500 ETF P 1395548 254267 1141281 1141281 3970 ISHARES MICRO-CAP ETF P 443458 422275 21183 21183 1905 ISHARES MSCI EAFE ETF P 170124 91220 78904 78904 525 SPDR S&P EMERGING MKTS P 32925 24595 8330 8330 1925 SPDR S&P INTL SMALL CAP ETF P 73693 56346 17347 17347 733 VANGUARD FTSE DEVELOPED MKT P 44887 29808 15079 15079 2095 VANGUARD FTSE EMERGING MKT P 106486 93190 13296 13296 25000 VANGUARD TOTAL BOND MKT ETF P 1864213 2137518 -273305 -273305 1109145 25815 0 25815 0 25815 29121 0 0 0 29121 X 65 3241 3241 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A TREASURER 5854426900 1600 EAST AVE ROCHESTER NY 14610 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID M WOLK 78 GLEN ACRE PITTSFORD NY 14534 CHAIRMAN 5.00 25000 0 0 MARVIN L WOLK 35 SOUTHWOOD LANE ROCHESTER NY 14618 TREASURER 10.00 50000 0 0 ALVIN L URELES MD 1202 SUMMIT CIRCLE DR ROCHESTER NY 14618 VICE CHAIRMAN 5.00 25000 0 0 MICHAEL B BERGER 4 ROYAL WOODS COURT BUFFALO NY 14421 CO-CHAIR - 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