2026-05-13T15:54:20-05:00 2025-12-31 METZ LEWIS BRODMAN MUST O'KEEFE LLC 444 LIBERTY AVE STE 2100 PITTSBURGH PA 15222 990PF 2025-01-01 477200836 TIMOTHY S MOCK CF TRUST C/O AUFMAN ASSOCIATES INC % AUFMAN ASSOCIATES TIMO 7249345600 2200 GEORGETOWN DRIVE STE 401 SEWICKLEY PA 15143 EDWARD AUFMAN MANAGER 7249345600 2026-05-15 true NICHOLAS J HOLLAND P01656200 4129181100 2026-05-15 2025 2025-03-06 01:10:19Z X 237967 X 100064 5 5 2109 2109 19970 19969 19970 122148 22084 0 425 425 1302 1727 425 0 30000 30000 31727 425 30000 90421 21659 0 10002 18722 18722 70842 95410 219245 80844 114132 237967 0 0 X 80843 114132 80843 114132 80843 114132 80843 90421 171264 57132 114132 SCHWAB (6731) ST 2025-01-01 2025-12-31 14734 15938 -1200 -1204 SCHWAB (6731) LT1 2024-01-01 2025-12-31 5901 5379 522 522 SCHWAB (6731) LT2 2024-01-01 2025-12-31 19591 5821 13770 13770 CAPITAL GAIN DIVIDENDS P 6878 CAPITAL GAIN DIVIDENDS P 6878 CAPITAL GAIN DIVIDENDS P 6878 19970 301 301 301 1160 0 1160 859 320 539 false false false false false false false true true PA true false false false false true N/A AUFMAN ASSOCIATES 7249345600 2200 GEORGETOWN DRIVE SUITE 401 SEWICKLEY PA 15143 false false false false false false false false false false false false false false false false false false X false false false false TIMOTHY S MOCK 2200 GEORGETOWN DRIVE STE 401 SEWICKLEY PA 15143 PRESIDENT 0 0 0 0 DAVID MOCK 2200 GEORGETOWN DRIVE STE 401 SEWICKLEY PA 15143 SECRETARY 0 0 0 0 EDWARD AUFMAN 2200 GEORGETOWN DRIVE STE 401 SEWICKLEY PA 15143 MANAGER 0 0 0 0 JAMES M MOCK 11 ARDEN ROAD WELLESLEY MA 02482 TRUSTEE 0 0 0 0 NOT APPLICABLE NOT APPLICABLE 110502 15561 0 126063 0 126063 1891 124172 6209 6209 301 301 5908 5908 5908 30000 0 0 0 0 30000 5908 0 2023 2022 2021 0 45064 61524 64136 72897 83051 326672 30000 0 5908 24092 350764 0 0 0 0 45064 305700 61524 64136 72897 83051 24092 TIMOTHY S MOCK NA X ST ALEXANDER NEVSKY ORTHODOX CHURCH 8290 THOMPSON RUN ROAD PITTSBURGH PA 15237 NONE PC GENERAL SUPPORT 4000 THE SALVATION ARMY 8020 FRANKSTOWN AVENUE PITTSBURGH PA 15221 NONE PC GENERAL SUPPORT 3350 ALZHEIMER'S ASSOCIATION 1100 LIBERTY AVENUE PITTSBURGH PA 15222 NONE PC GENERAL SUPPORT 2000 AARP FOUNDATION 2020 ARDMORE BLVD PITTSBURGH PA 15221 NONE PC GENERAL SUPPORT 1000 GREATER PITTSBURGH COMMUNITY FOOD BANK 1 N LINDEN STREET DUQUESNE PA 15110 NONE PC GENERAL SUPPORT 6250 DANA FARBER CANCER INSTITUTE 450 BROOKLINE AVENUE BOSTON MA 02215 NONE PC GENERAL SUPPORT 3000 ARTHRITIS FOUNDATION 790 HOLIDAY DRIVE 11 PITTSBURGH PA 15220 NONE PC GENERAL SUPPORT 750 SPECIAL OLYMPICS 2570 BLVD OF GENERALS SUITE 124 NORRISTOWN PA 19403 NONE PC GENERAL SUPPORT 400 LIGHT OF LIFE RESCUE MISSION 635 RIDGE AVENUE PITTSBURGH PA 15212 NONE PC GENERAL SUPPORT 1000 WYCLIFFE ASSOCIATION 11450 TRANSLATION WAY ORLANDO FL 32832 NONE PC GENERAL SUPPORT 300 VETERANS OF FOREIGN WARS PROCESSING CENTER PO BOX 8958 TOPEKA KS 666088958 NONE PC GENERAL SUPPORT 1000 UPMC CHILDREN'S HOSPITAL FOUNDATION 4401 PENN AVE PITTSBURGH PA 15224 NONE PC GENERAL SUPPORT 1500 NATIONAL AUDUBON SOCIETY 614 DORSEYVILLE RD PITTSBURGH PA 15238 NONE PC GENERAL SUPPORT 100 FEED THE CHILDREN 333 N MERIDIAN OKLAHOMA CITY OK 73107 NONE PC GENERAL SUPPORT 2000 PROJECT HOPE PO BOX 3270 HARLAN IA 51593 NONE PC GENERAL SUPPORT 950 PARALYZED VETERANS OF AMERICA 1875 EYE ST NW SUITE 1100 WASHINGTON DC 20006 NONE PC GENERAL SUPPORT 300 CARL FARLEY'S BOYS RANCH 8 BIVINS BLVD BOYS RANCH TX 79010 NONE PC GENERAL SUPPORT 400 COVENANT HOUSE PO BOX 758636 TOPEKA KS 66675 NONE PC GENERAL SUPPORT 300 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PC GENERAL SUPPORT 100 ALZHEIMER'S FOUNDATION OF AMERICA 322 EIGHTH AVENUE 16TH FLOOR NEW YORK NY 10001 NONE PC GENERAL SUPPORT 1000 PARKINSON'S FOUNDATION 5757 WATERFORD DISTRICT DRIVE STE 310 MIAMI FL 33126 NONE PC GENERAL SUPPORT 300 30000 14 5 14 2109 18 19970 FEDERAL TAX REFUND 22084 22084 false false false false false false false false false false X X 1 JAMES M MOCK 11 ARDEN ROAD WELLESLEY MA 02482 100064 X 1 SHARES OF STOCK: 26 SHS CLIPPER 39 SHS VANGUARD 500 INDEX ETF 285 SHS VANGUARD SMALL CAP ETF 100064 2025-12-26 METZ LEWIS TAX PREP NONE CLIPPER FUND 31231 99451 GUGGENHEIM TOTAL RETURN BOND I 21401 21820 VANGUARD 500 INDEX ETF 9780 24458 VANGUARD SMALL-CAP INDEX ETF 32998 73516 COST BASIS ADJUSTMENT 57128 ROUNDING 4 FEDERAL TAX REFUND ADVISOR FEES 425 425 JAMES M MOCK 11 ARDEN ROAD WELLESLEY MA 02482 2025 QUARTERLY ESTIMATES 870 2024 TAX DUE PAID IN 2025 432