2024-05-15T09:45:20-05:00 2023-12-31 341897225 HILL BARTH & KING LLC 6603 SUMMIT DRIVE CANFIELD OH 44406 990PF 2023-01-01 341500608 KINDER CHARITABLE FOUNDATION KIND 3307591180 2012 CRESTWOOD BOULEVARD YOUNGSTOWN OH 44505 GERRY PESKIN TRUSTEE 3307591180 2024-05-15 1 GERRY PESKIN 999009999 0 JAMES DASCENZO P00045020 3307588613 2024-05-15 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 433492 X X 14393 14393 -672 115709 0 13721 14393 0 0 0 0 0 2675 2675 0 0 100 0 0 100 2775 2675 0 100 25500 25500 28275 2675 0 25600 -14554 11718 0 45794 44810 44810 361382 347812 388682 407176 392622 433492 0 0 X 407176 392622 0 0 0 0 407176 392622 407176 392622 407176 -14554 0 392622 0 392622 BLACKROCK SYSTEMATIC MULTI-STRAT INSTIL : BIMBX P 2021-10-25 2023-08-11 12737 13650 -913 -913 CHARLES SCHWAB US MC ETF : SCHM P 2016-08-09 2023-08-11 1224 742 482 482 COLUMBIA LARGE CAP INDEX INST : NINDX P 2020-07-27 2023-08-11 148 152 -4 -4 FIDELITY ADVISOR INTL SMALL CAP A : FIASX P 2022-07-11 2023-08-11 2845 2425 420 420 ISHARES RUSSELL 2000 VALUE ETF : IWN P 2021-03-23 2023-08-11 2506 2670 -164 -164 MFS VALUE A P 2020-06-22 2023-08-11 1495 1164 331 331 NATIONWIDE GENEVA SMALL CAP GR A P 2020-04-22 2023-08-11 2625 1957 668 668 PIMCO INCOME A : PONAX P 2022-03-09 2023-08-11 6898 7476 -578 -578 PNC FINL SERVICES: PNC P 1981-10-23 2023-08-11 9347 23801 -14454 -14454 SCHWAB US LARGE CAP ETF: SCHX P 2020-04-06 2023-08-11 18801 11315 7486 7486 T ROWE PRICE DIVIDEND GROWTH I: PDGIX P 2020-04-22 2023-08-11 2179 1461 718 718 VANGUARD RUSSELL 1000 GROWTH ETF P 2021-07-13 2023-08-11 2813 2860 -47 -47 BLACKROCK SYSTEMATIC MULTI-STRAT INSTL P 2022-06-06 2023-10-23 3110 3240 -130 -130 FIDELITY ADVSOR INTL SMALL CAP A P 2011-12-19 2023-10-23 224 197 27 27 MFS VALUE A P 2020-05-11 2023-10-23 553 436 117 117 PIMCO INCOME A : PONAX P 2022-04-04 2023-10-23 1226 1383 -157 -157 T ROWE PRICE DIVIDEND GROWTH I: PDGIX P 2020-05-11 2023-10-23 531 378 153 153 CHARLES SCHWAB US MC ETF : SCHM P 2020-04-20 2023-10-24 65 44 21 21 SCHWAB US LARGE CAP ETF: SCHX P 2022-09-12 2023-10-24 2293 2174 119 119 VANGUARD RUSSELL 1000 GROWTH ETF P 2022-04-04 2023-10-24 682 715 -33 -33 MFS VALUE A P 2020-05-11 2023-11-14 7305 5650 1655 1655 T ROWE PRICE DIVIDEND GROWTH I: PDGIX P 2020-05-11 2023-11-14 7397 5091 2306 2306 CHARLES SCHWAB US MC ETF : SCHM P 2020-04-20 2023-11-15 3682 2444 1238 1238 INVESCO RUSSELL 1000 DYNAMIC MUL ETF P 2022-11-07 2023-11-15 5968 5476 492 492 VANGUARD RUSSELL 1000 GROWTH ETF P 2022-04-04 2023-11-15 6024 5935 89 89 COLUMBIA LARGE CAP INDEX INST : NINDX P 2023-03-27 2023-08-11 16 16 0 0 DIMENSIONAL CORE FIXED INCOME ETF P 2023-08-28 2023-10-24 13015 13529 -514 -514 -672 163 0 163 0 163 0 0 0 0 0 0 163 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A GERALD PESKIN 3307591180 2012 CRESTWOOD BLVD YOUNGSTOWN OH 44505 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EDITH PESKIN 1340 STONINGTON DR YOUNGSTOWN OH 44505 TRUSTEE 0.00 0 0 0 GERALD PESKIN 2012 CRESTWOOD BLVD YOUNGSTOWN OH 44505 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 385624 48406 0 434030 0 0 434030 6510 427520 21376 21376 163 163 21213 0 21213 0 21213 25600 0 25600 21213 21958 0 0 25600 21958 0 0 3642 0 0 0 0 0 0 0 0 17571 0 0 0 EDITH PESKIN GERALD PESKIN X 2 LIFE OPUS NEWTON 30 WALLINGFORD ROAD BRIGHTON MA 02135 PC FOR OPERATIONS 1000 AGUDAS ACHIM CONGREGATION 2508 MARKET AVE N CANTON OH 44714 PC FOR OPERATIONS 1000 AKRON CHILDRENS HOSPITAL BEEGHLY CAMPUS 6505 MARKET STREET BOARDMAN OH 44512 PC FOR OPERATIONS 500 AMERICAN CANCER SOCIETY 525 N BROAD STREET CANFIELD OH 44406 PC RELAY FOR LIFE EVENT IN LIBERTY TWP., OHIO 500 AMERICAN SIGN MUSEUM 1330 MONMOUTH AVE CINCINNATI OH 45225 PC FOR OPERATIONS 500 CHILDREN OF ISRAEL 3970 LOGAN WAY YOUNGSTOWN OH 44505 PC FOR OPERATIONS 1500 CHURCHILL UNITED METHODIST CHURCH 189 CHURCHILL-HUBBARD RD YOUNGSTOWN OH 44505 PC GENERAL AND LIBERTY FOOD PANTRY 750 CONGREGATION ETZ HAYIM 2920 ARLINGTON BOULEVARD ARLINGTON VA 22204 PC FOR OPERATIONS 500 FRIENDS OF FELLOWS RIVERSIDE GARDENS 123 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