2026-08-13T17:29:52-05:00 2026-03-31 475284605 ERIC ZHANG & ASSOCIATES LLP 860 HILLVIEW CT STE 230 MILPITAS CA 95035 990PF 2025-04-01 204771028 SI FAMILY FOUNDATION SIFA 6692547658 4620 BATTEN WAY SAN JOSE CA 95135 JITAO SI CEO 6692547658 2026-08-12 1 ERIC ZHANG CPA P00548506 4084358828 2025 2025-03-06 01:10:19Z X 196977 X X 3850 3850 3088 22800 3088 45 0 6983 6938 0 0 0 81 81 0 203 0 6926 2781 4145 7210 2862 4145 345 345 7555 2862 4490 -572 4076 1830 3237 3237 4617 2455 2455 96211 95411 149137 42754 42174 42148 74051 74051 203 0 0 145615 143277 196977 1821 55 1821 55 X 297810 297810 0 0 -154016 -154588 143794 143222 145615 143277 143794 -572 0 143222 0 143222 PRIOR COST ADJUSTMENT P 2025-04-01 2025-04-01 532 -532 -532 24.065 SHARES FIDELITY SALEM STR P 2021-03-16 2025-05-19 5103 3449 1654 1654 3 SHARES ISHARES TRUST P 2022-08-09 2025-05-19 276 326 -50 -50 82.813 SHARES PGIM HIGH YIELD FUND P 2022-10-07 2025-05-19 395 394 1 1 1 SHARE SELECT SECTOR SPDR FUND P 2021-03-16 2025-05-19 216 168 48 48 5 SHARES SELECT SECTOR SPDR TRUST P 2021-03-16 2025-05-19 507 381 126 126 16 SHARES SELECT SECTOR SPDR TRUST P 2021-03-16 2025-05-19 825 547 278 278 1 SHARE SELECT SECTOR SPDR TRUST P 2021-05-04 2025-05-19 144 103 41 41 1 SHARE VANGUARD SECTOR INDEX FDS P 2017-07-10 2025-05-19 612 364 248 248 18.507 SHARES FIDELITY SALEM STR P 2021-03-16 2025-06-26 3926 2594 1332 1332 0.649 SHARES FIDELITY SALEM STR P 2021-03-16 2025-10-14 150 91 59 59 42 SHARES ISHARES TRUST P 2022-08-09 2025-10-14 4013 4566 -553 -553 734.33 SHARES PGIM HIGH YIELD FUND P 2022-10-07 2025-10-14 3562 3492 70 70 4 SHARES ISHARES TRUST P 2021-05-04 2026-03-13 380 435 -55 -55 16 SHARES ISHARES TRUST P 2025-10-14 2026-03-31 367 372 -5 -5 40.5 SHARES PGIM HIGH YIELD BOND P 2024-10-16 2026-03-31 193 193 0 0 6 SHARES SELECT SECTOR SPDR TRUST XLY P 2021-03-16 2026-03-31 654 504 150 150 7 SHARES SELECT SECTOR SPDR TRUST XLE P 2022-02-04 2026-03-31 427 243 184 184 7 SHARES SELECT SECTOR SPDR TRUST XLF P 2021-03-16 2026-03-31 345 251 94 94 1 SHARES SELECT SECTOR SPDR TRUST XLI P 2021-05-04 2026-03-31 162 103 59 59 1 SHARE SELECT SECTOR SPDR TRUST XLU P 2025-06-25 2026-03-31 46 40 6 6 6 SHARES VANGUARD INTERMEDIATE P 2021-05-04 2026-03-31 497 564 -67 -67 3088 57 0 57 0 57 0 0 0 0 0 0 57 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A SHAN ZHAO 6692547658 4620 BATTEN WAY SAN JOSE CA 95135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JITAO SI 4620 BATTEN WAY SAN JOSE CA 95135 CEO 10.00 0 0 0 SHAN ZHAO 4620 BATTEN WAY SAN JOSE CA 95135 SECRETARY & CFO 10.00 0 0 0 NONE 0 NONE 0 CONFERENCES ATTENDED FOR AI SAFETY PROJECTS1. UNIVERSITY OF TENNESSEE SOUTHERN THE UNIVERSITY OF TENNESSEE, KNOXVILLE2. FORC 2025 STANFORDHTTPS://RESPONSIBLECOMPUTING.ORG/FORC-2025/THE 6TH ANNUAL SYMPOSIUM ON FOUNDATIONS OF RESPONSIBLE COMPUTING (FORC) WILL BE HELD ON JUNE 4-6, 2025 AT STANFORD UNIVERSITY, CA, USA.VENUE FOR ALL TALKS AND POSTER SESSION:TRESIDDER OAK LOUNGETRESIDDER MEMORIAL UNION (2ND FLOOR)459 LAGUNITA DRIVE, STANFORD, CA 943053. MIT AND HARVARD WORKSHOPS: SEPT, 2025 631 0 188358 9643 0 198001 0 0 198001 2970 195031 9752 9752 57 57 9695 0 9695 0 9695 4490 0 4490 9695 0 0 2803 439 11698 14940 4490 0 0 0 4490 0 5205 5205 9735 0 0 0 0 0 0 0 9735 9735 JITAO SI SHAN ZHAO X DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 N/A PC DONATIONS 345 345 0 14 14 3850 18 3088 OTHER INCOME 01 45 0 6983 0 6983 0 0 0 0 0 0 0 0 0 0 AUTO 2008-03-31 54825 54825 SL 5.000000000000 0 0 FURNITURE 2008-03-31 9096 9096 SL 7.000000000000 0 0 FURNITURE 2012-01-22 493 493 SL 7.000000000000 0 0 COMPUTER 2008-03-31 659 659 SL 3.000000000000 0 0 COMPUTER 2011-11-15 1210 1210 SL 3.000000000000 0 0 EQUIPMENT 2008-03-31 1874 1874 SL 5.000000000000 0 0 COMPUTER 2013-12-10 1070 1070 SL 3.000000000000 0 0 EQUIPMENT 2014-02-26 268 268 SL 5.000000000000 0 0 LAPTOP 2017-06-30 3349 3349 200DB 5.000000000000 0 0 PHONE 2021-02-01 1207 1004 SL 5.000000000000 203 0 FIXED INCOME PER JP MORGAN 42174 42148 EQUITIES PER JP MORGAN 95411 149137 AUTO 54825 54825 0 0 FURNITURE 9096 9096 0 0 FURNITURE 493 493 0 0 COMPUTER 659 659 0 0 COMPUTER 1210 1210 0 0 EQUIPMENT 1874 1874 0 0 COMPUTER 1070 1070 0 0 EQUIPMENT 268 268 0 0 LAPTOP 3349 3349 0 0 PHONE 1207 1207 0 0 AUTO EXPENSE 1267 0 1267 FILING FEE 25 0 25 INVESTMENT EXPENSE 2781 2781 0 INSURANCE EXPENSE 902 0 902 TELEPHONE EXPENSE 197 0 197 PROGRAM EXPENSE 631 0 631 BANK SERVIEC CHARGE 15 0 15 SUPPLIES 858 0 858 POSTAGE FEE 25 0 25 REPAIRS AND MAINTENANCE 225 0 225 OTHER INCOME 45 45 OTHER PAYABLE 35 35 CREDIT CARD 1786 20 IRS TAX 81 81 0