2024-10-28T08:08:33-05:00 2024-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2023-07-01 251402374 EYE & EAR MEDICAL STAFF EDUCATION FUND EYE& 4126800629 109 TREE FARM RD PITTSBURGH PA 15238 DR MARSHALL STAFFORD PRESIDENT 4126800629 2024-10-14 1 0 SARAH R PIOT P01358891 4122613644 2023 2024-10-15 13:58:12Z X 2046284 X X 2410 2410 39090 39090 68059 281036 68059 109559 109559 0 0 0 2200 1100 1100 12864 12864 0 30 30 0 36 36 0 15130 14030 1100 74000 74000 89130 14030 75100 20429 95529 52809 82995 82995 1508798 1499041 1963289 1561607 1582036 2046284 0 0 X 0 0 0 0 1561607 1582036 1561607 1582036 1561607 1582036 1561607 20429 0 1582036 0 1582036 PUBLICLY TRADED SECURITIES P 271092 212977 58115 58115 CAPITAL GAINS DIVIDENDS P 9944 9944 9944 68059 1328 0 1328 0 1328 1166 0 0 0 1166 X 0 162 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A DR MARSHALL STAFFORD 4126800629 109 TREE FARM RD PITTSBURGH PA 15238 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARSHALL W STAFFORD MD 100 DELAFIELD ROAD PITTSBURGH PA 15215 PRESIDENT 4.00 0 0 0 MICHAEL AZAR MD 2571 MOSSIDE BLVD MONROEVILLE PA 15146 VP/SEC/TREAS 1.00 0 0 0 DAVID EIBLING MD VA MEDICAL CENTER UNIVERSITY DRIVE C PITTSBURGH PA 15240 DIRECTOR 0.00 0 0 0 JOSEPH SCHERER MD 2146 MEADOWMONT DRIVE PITTSBURGH PA 15241 DIRECTOR 0.00 0 0 0 MATTHEW B STRAKA MD 1099 OHIO RIVER BLVD SEWICKLEY PA 15143 DIRECTOR 0.00 0 0 0 GIUSEPPE STALTARI MD 6001 STONEWOOD DR BETHEL PARK PA 15102 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1911135 68732 0 1979867 0 0 1979867 29698 1950169 97508 97508 1328 1328 96180 0 96180 0 96180 75100 0 75100 96180 51869 0 0 75100 51869 0 0 23231 0 0 0 0 0 0 0 0 72949 0 0 0 X DR MARSHALL STAFFORD 109 TREE FARM RD PITTSBURGH PA 15238 4126800629 WRITTEN NONE NONE UNIVERSITY OF PITTSBURGH DEPARTMENT OF OPHTHALMOLOGY 203 LOTHROP STREET PITTSBURGH PA 15213 N/A PC SUPPORT AND PROVIDE EDUCATIONAL ASSISTANCE FOR THE BENEFIT OF EYE AND EAR AMBULATORY SERVICE 37000 UNIVERSITY OF PITTSBURGH DEPARTMENT OF OTOLARYNGOLOGY 203 LOTHROP STREET PITTSBURGH PA 15213 N/A PC SUPPORT AND PROVIDE EDUCATIONAL ASSISTANCE FOR THE BENEFIT OF EYE AND EAR AMBULATORY SERVICE 37000 74000 0 14 2410 14 39090 18 68059 0 109559 0 109559 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2200 1100 1100 1350 SHS ISHARES RUSSELL MID CAP 53924 109458 777.004 SHS ISHARES S&P 500 INDEX FUND 224168 496956 1564.614 SHS BLACKROCK FUND EQUITY DIV INST FD 18087 31949 2736.520 SHS FEDERATED INVTERNATIONAL EQUITY FUND 55741 69289 83 SHS AMAZON COM INC 7420 16040 1 SHS AUTOZONE INC 855 2964 15 SHS HOME DEPOT 2437 5164 7 SHS COSTCO WHOLESALE CORP 1556 5950 23 SHS PROCTER & GAMBLE CO 2302 3793 128 SHS BANK OF AMERICA CORP 3806 5091 34 SHS JPMORGAN CHASE 1528 6877 33 SHS MORGAN STANLEY 1855 3207 9 SHS S&P GLOBAL 979 4014 25 SHS ABBVIE INC 2368 4288 13 SHS ELI LILLY & CO 1528 11770 40 SHS MERCK & CO INC 3260 4952 11 SHS STRYKER CORP 2550 3743 13 SHS UNITED HEALTH GROUP INC 3429 6620 8 SHS CINTAS CORP 1823 5602 5 SHS TELEDYNE TECHNOLOGIES INC 1712 1940 11 SHS ACCENTURE PLC CLASS A 1994 3338 113 SHS APPLE INC 3721 23800 7 SHS BROADCOM INC 1912 11239 14 SHS CDW CORP/DE 1658 3134 5 SHS LAM RESEARCH CORP 1525 5324 68 SHS MICROSOFT CORP 5929 30393 9 SHS MOTOROLA SOLUTIONS INC 1509 3474 18 SHS VISA INC 1329 4724 98 SHS ALPHABET INC/CA-CL A 3748 17851 57 SHS COMCAST CORPORATION 1865 2232 22 SHS WEC ENERGY GROUP INC 473 1726 14325.597 SHS WESTERN ASSET CORE PLUS BOND FD 163147 131509 41 SHS PHILIP MORRIS INTERNAT 4113 4155 52 SHS EXXON MOBIL CORP 2720 5986 73 SHS SCHLUMBERGER LTD 2293 3444 5 SHS BLACKROCK INC 3098 3937 38 SHS ABBOTT LABORATORIES INC 4593 3949 15 SHS QUANTA SYCS INC 841 3811 26 SHS TAIWAN SEMICONDUCTOR MTG CO 2702 4519 76 SHS INVESCO QQQ TRUST 23675 36412 1582.664 SHS SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS 23355 19198 1171.504 SHS TOUCHSTONE SANDS EM GR-INST 25438 17268 1259 SHS ISHARES CORE MSCI EAFE ETF (IEFA) 95126 91454 24 SHS META PLATFORMS INC (META) 5156 12101 64 SHS FOX CORP - CLASS A - W/I (FOXA) 2508 2200 13 SHS MASTERCARD INC CL A (MA) 4250 5735 19 SHS CHEVRON CORPORATION 2953 2972 13323.713 SHS DODGE & COX INCOME FUND 182912 164948 1653.003 SHS MFS EMERGING MKTS DEBT FD-RB 24087 19605 4180.470 SHS PGIM HIGH YIELD FUND 22592 19648 26 SHS BLACKSTONE INC 3829 3219 4393 SHS ISHARES U S TREASURAY BOND (GOVT) 100647 99150 9485.778 SHS DOUBLELINE TOTAL RETURN BOND (DDTRX) 83438 82052 12078.634 SHS ALLSPRING CORE BOND FUND (WTRIX) 132542 131899 13 SHS MCDONALD'S CORP (MCD) 3020 2803 37 SHS TJX COMPANIES INC NEW (TJX) 3003 4074 15 SHS CHUBB LTD 2996 3826 14 SHS CADENCE DESIGN SYSTEMS INC 2913 4309 6 SHS SERVICE NOW INC (NOW) 3295 4720 6 SHS AIR PRODUCTS & CHEMICALS INC (APD) 1517 1548 20 SHS CELANESE CORP (CE) 2204 2698 319 SHS ISHARES MSCI USA QUALITY FACTOR (QUAL) 39662 54472 12 SHS MARRIOTT INTERNATIONAL INC CL A 2912 2901 24 SHS PEPSICO INC (PEP) 4191 3958 62 SHS BOSTON SCIENTIFIC CORP 3355 4775 150 SHS CSX CORP 5113 5018 21 SHS HONEYWELL INTL INC 3931 4484 9 SHS HUBBELL INC 3420 3289 19 SHS ILLINOIS TOOL WORKS INC 4721 4502 25 SHS DISNEY WALT CO 3030 2482 26 SHS ATMOS ENERGY CORP 2952 3033 2378.483 SHS OF AMG RR SM CAP VAL 36700 36962 1092.462 SHS BARON SMALL CAP FUND 37100 37362 BANK FEES 36 36 0 TRUST FEES 12864 12864 0 FOREIGN TAXES 30 30 0