2024-03-07T15:54:39-06:00 2023-12-31 464107791 SILVER FREEDMAN TAFF & TIERNAN LLP 3299 K ST NW STE 100 WASHINGTON DC 200074444 990PF 2023-01-01 232984801 THE BARBARA SILVER LEVIN FOUNDATION INC BARB 2155921500 CO A LEVIN 510 WALNUT ST 500 PHILADELPHIA PA 191063697 ARNOLD LEVIN EXECUTIVE OFFICER 2155921500 2024-03-07 1 ARNOLD LEVIN 999009999 1 BRIAN ALPERT P00295415 2022954522 2024-02-18 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3016742 X 0 X 45948 45948 87510 1199470 87510 133458 133458 0 0 0 5003 5003 0 5003 5003 0 135616 135616 140619 5003 135616 -7161 128455 153733 52825 52825 2541970 2635717 2963917 2695703 2688542 3016742 0 0 X 2695703 2688542 0 0 0 0 2695703 2688542 2695703 2688542 2695703 -7161 0 2688542 0 2688542 FIRST TRUST EQUITY INCOME SELECT 68 MO CA P 2021-03-22 2023-01-20 106445 100013 6432 6432 FIRST TRUST U S EQUITY 37 MO CE CA P 2021-06-04 2023-02-13 29528 37687 -8159 -8159 FIRST TRUST WTR UTIL & INFRA SEL 61 SA CA P 2021-03-08 2023-02-13 33579 29447 4132 4132 FIRST TRUST CAPITAL STRENGTH 55 SA CA P 2021-03-22 2023-02-24 197762 200010 -2248 -2248 FIRST TRUST DIVIDEND STRENGTH 52 MO CA P 2021-04-19 2023-03-06 179809 177351 2458 2458 FIRST TRUST EQUITY INCOME SELECT 70 MO CA P 2021-07-30 2023-07-19 226597 210737 15860 15860 FIRST TRUST AEROSPACE & DEFENSE 33 SA CA P 2021-09-13 2023-08-28 36680 30450 6230 6230 FIRST TRUST EQUITY INCOME SELECT 71 MO CA P 2021-10-26 2023-10-18 209234 200663 8571 8571 FIRST TRUST DIVIDEND STRENGTH 55 MO CA P 2022-01-04 2023-12-11 119131 125602 -6471 -6471 Capital Gains Dividends P 60705 60705 60705 87510 1786 0 1786 0 1786 2434 0 0 0 2434 0 648 648 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A ARNOLD LEVIN 2155921500 510 WALNUT ST 500 PHILADELPHIA PA 191063697 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARNOLD LEVIN 1820 RITTENHOUSE SQUARE 1202 PHILADELPHIA PA 19103 EXECUTIVE OFFICER, TRUSTEE 0.10 0 0 0 DANIEL LEVIN 731 E WYNNEWOOD AVE 30 ARDMORE PA 19003 SEC, TREAS, TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 2735491 160134 0 2895625 0 0 2895625 43434 2852191 142610 142610 1786 1786 140824 0 140824 0 140824 135616 0 135616 140824 135118 0 0 135616 135118 0 0 498 0 0 0 0 0 0 0 0 140326 0 0 0 ARNOLD LEVIN X ANTI-DEFAMATION LEAGUE 1500 MARKET ST WEST TOWER 2415 PHILADELPHIA PA 19102 CHARITABLE 30000 FOX CHASE CANCER CENTER PO BOX 42630 PHILADELPHIA PA 19161 CHARITABLE 6500 GIFT OF LIFE TRANSPLANT HOUSE 705 SECOND ST SW ROCHESTER MN 55902 CHARITABLE 4000 JCHAI 274 S BRYN MAWR AVE BALA CYNWYD PA 19010 CHARITABLE 500 KAHN SCHOOL OF MEDICINE AT MT SINAI PO BOX 1049 NEW YORK NY 10029 CHARITABLE 250 KEVIN P SUPKA FOUNDATION 354 CAMBRIDGE LN NEWTOWN PA 18940 CHARITABLE 7500 LACKAWANNA PRO BONO 233 PENN AVE SCRANTON PA 18503 CHARITABLE 500 LIFEPATH INC 2014 CITY LINE RD BETHLEHEM PA 18017 CHARITABLE 5000 LUBAVITCH OF MONTGOMERY COUNTY 1311 FORT WASHINGTON AVE FORT WASHINGTON PA 19034 CHARITABLE 1266 MAIN LINE REFORM TEMPLE 410 MONTGOMERY AVE WYNNEWOOD PA 19096 RELIGIOUS 2500 MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVE NEW YORK NY 10065 CHARITABLE 3500 NATIONAL BREAST CANCER COALITION 1010 VERMONT AVE NW STE 900 WASHINGTON DC 20005 CHARITABLE 10000 PARKINSON'S FOUNDATION 901 Bridgetown Pike LANGHORNE PA 19047 CHARITABLE 100 PENN MEDICINE - DEPARTMENT OF ORTHOPEDIC SURGERY 3737 MARKET ST STE 600 PHILADELPHIA PA 19104 CHARITABLE 10000 SEA ISLE VFW POST 1963 301 JFK BLVD SEA ISLE CITY NJ 08243 CHARITABLE 500 SUSAN G KOMEN BREAST CANCER FOUNDATION 13770 NOEL RD STE 801889 DALLAS TX 75244 CHARITABLE 2000 SUSAN MORGAN CENTER CHAMOUNIX DR W FAIRMONT PARK PHILADELPHIA PA 19131 CHARITABLE 3500 TEMPLE SHALOM 55 N CHURCH LN BROOMALL PA 19008 RELIGIOUS 10000 TEMPLE UNIVERSITY BEASLEY SCHOOL OF LAW 1719 NORTH BROAD ST PHILADELPHIA PA 19122 EDUCATIONAL 20000 THE CLAY STUDIO 1425 N AMERICAN ST PHILADELPHIA PA 19122 CHARITABLE 10500 UNIVERSITY OF PENNSYLVANIA MEDICAL CENTER 3535 MARKET ST STE 750 PHILADELPHIA PA 19104 CHARITABLE 7500 135616 0 14 45948 18 87510 0 133458 0 133458 0 0 0 0 0 0 0 0 0 0 LPL FINANCIAL AT COST 2635717 2963917 LEGAL FEES 5003 5003 0