2024-06-23T11:44:29-04:00 2023-12-31 061135140 D J RAMEY & ASSOCIATES PC PO BOX 5065 Brookfield CT 06804 990PF 2023-01-01 651185169 MESARG EDUCATIONAL TRUST MESA 9 DOGWOOD PARK N DANBURY CT 06811 ANAND GOKHALE TRUSTEE 2037441224 2024-06-05 true ANAND GOKHALE XXX-XX-XXXX true DENNIS J RAMEY CPA P00018793 2037401991 2024-06-23 0 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 525018 X 5273 X 10040 10040 10040 19529 84954 19529 2824 2824 2824 37666 32393 12864 4823 2487 2487 4823 2487 2487 0 23001 23001 27824 2487 2487 23001 9842 29906 10377 11870 3254 3254 461921 521764 521764 473791 525018 525018 0 0 X 473791 525018 473791 525018 473791 525018 473791 9842 41692 525325 307 525018 SECURITIES P 2018-10-19 2023-12-08 84954 65425 19529 19529 19529 416 0 416 0 416 421 421 5 5 false false false false false false false true true true false false false false true DR ANAND GOKHALE 2037441224 9 DOGWOOD PARK N DANBURY CT 06811 false false false false false false false false false false false false false false false false false false false false false false DR ANAND GOKHALE 9 DOGWOOD PARK N DANBURY CT 06811 MANAGING TRUSTEE 0.00 0 0 0 MARY ELLEN SIERRA 9 DOGWOOD PARK N DANBURY CT 06811 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 1260 521763 523023 0 523023 7845 515178 25759 25759 416 197 613 25146 11685 36831 8861 27970 23001 23001 27970 20241 23001 20241 2760 25210 X ANIMALS IN DISTRESS PO BOX 609 Coopersburg PA 18036 NONE POF SUPPORT 2000 DANBURY ANIMAL HOSPITAL DANBURY ROAD Danbury CT 06810 NONE SUPPORT 10000 PETA 501 FRONT STREET Norfolk VA 23510 NONE SUPPORT 2461 GREEN PEACE 1300 EYE STREET Washington DC 20005 NONE SUPPORT 1000 BHARATIYA SAMAJ SEVA KENDRA 373 KOREGAON PARK Southbury CT 06488 NONE SUPPORT 1500 ANTARA JOSHI 1436 E GENESEE ST Syracuse NY 13210 NONE SCHOLARSHIP 2000 NIRANJAN PATANKAR 134 MAIN STREET Binghamton NY 13905 NONE SCHOLARSHIP 2000 ATHARVA KULKARNI 7575 FRANKFORD ROAD Athens TX 75752 NONE SCHOLARSHIP 2000 ST JOSEPH CHURCH 8 ROBINSON AVE Danbury CT 06810 NONE SUPPORT 20 SACRED HEART CHURCH MAIN STREET Danbury CT 06810 NONE SUPPORT 20 23001 0 10040 19528 GAIN ON ANNUITY 2824 32392 32392 false false false false false false false false false false KYNDRYL HOLDINGS 249 249 FIDELITY GVT MMF 3347 3347 ISHARES RUSSELL 2000 ETF 4014 4014 HERSHA HOSPITALITY 0 0 ANNALY CAP MANAGEMENT INC 5028 5028 MORGAN STANLEY 6450 6450 INVESCO BSJP 0 0 INVESCO BSJO 0 0 GLOBAL X FDS 13580 13580 IBM 9813 9813 INVESCO BSJQ 0 0 INVESCO BSJN 0 0 ISHARES CORE SMALL CAP 13531 13531 FIDELITY GVT MMF 57903 57903 INVESCO EXCHANGE FD SLF QQQM 33708 33708 SPDR S&P500 ETF TRUST TRUST UN 23766 23766 INVESCO QQQ 40952 40952 VICTORYSHARES US 500 ENHANCED 0 0 ISHARES CORE MID CAP 37415 37415 ISHARES TRUST CORE MSCI 37989 37989 SPDR DOW JONES INDL AVE 0 0 PROSHARES S&P 500 DIV ARISTO 47600 47600 LINCOLN NATL LIFE INS 129231 129231 WISDOMTREE TR US QUALITY DIV 19327 19327 INVESCO EXCH TRD SLF IDX FD TR 13634 13634 INVESCO EXCH TRD SLF IDX FD TR 9252 9252 INVESCO EXC TRD SELF IDX FT 5415 5415 ISHARES TR IBONDS DEC 2026 TER 9560 9560 EQUITY ADJUSTMENT 307 BROKERAGE FEES 2487 2487 2487 0 LEGAL & PROFESSIONAL 1800 0 0 0 POSTAGE 268 0 0 0 TAXES 268 0 0 0 GAIN ON ANNUITY 2824 2824 2824 UNREALIZED APPRECIATION 41692