2024-04-16T12:02:03-05:00 2023-12-31 941687665 BANK OF AMERICA PO BOX 1532 AFT PENNINGTON NJ 08534 990PF 2023-01-01 823314797 NAMAHA FOUNDATION NAMA 8888663275 PO BOX 1532 AFT PENNINGTON NJ 08534 MR SHEKAR NARASIMHAN DIRECTOR 8888663275 2024-03-15 true true KAREN J KISER P00146417 8888663275 2024-03-15 2023 2023-04-26 12:10:37Z X 1050444 X 22837 22829 26536 149688 26536 0 49373 49365 0 0 0 0 0 0 1250 0 0 1250 9780 5868 3912 0 3172 0 0 0 0 0 0 0 14202 5868 0 5162 32500 32500 46702 5868 0 37662 2671 43497 0 1 1 30353 18967 18967 0 0 0 132284 134065 659533 541271 897411 689886 692523 1050444 0 X 689886 692523 689886 692523 689886 692523 689886 2671 0 692557 34 692523 11. ISHARES SELECT DIVIDEND ETF 2017-12-26 2023-04-14 1298 1083 215 215 18. ISHARES SELECT DIVIDEND ETF 2017-12-26 2023-04-25 2099 1773 326 326 27. ISHARES 1-3 YEAR TREASURY BOND ETF 2018-02-01 2023-04-25 2224 2255 -31 -31 24. ISHARES US TECHNOLOGY ETF 2017-12-26 2023-04-14 2191 980 1211 1211 41. ISHARES US TECHNOLOGY ETF 2017-12-26 2023-04-25 3643 1674 1969 1969 3. ISHARES U.S. HEALTHCARE ETF 2018-11-13 2023-04-14 848 578 270 270 5. ISHARES U.S. HEALTHCARE ETF 2018-11-13 2023-04-25 1407 964 443 443 14. ISHARES US FINANCIALS ETF 2017-12-26 2023-04-14 1011 834 177 177 23. ISHARES US FINANCIALS ETF 2017-12-26 2023-04-25 1653 1370 283 283 3. ISHARES US CONSUMER GOODS ETF 2017-12-26 2023-04-14 603 381 222 222 6. ISHARES US CONSUMER GOODS ETF 2017-12-26 2023-04-25 1230 762 468 468 49. ISHARES SHORT-TERM CORPORATE BOND ETF 2017-12-26 2023-04-25 2487 2560 -73 -73 113. ISHARES CORE DIVIDEND GROWTH ETF 2022-03-22 2023-04-14 5713 6075 -362 -362 193. ISHARES CORE DIVIDEND GROWTH ETF 2022-03-22 2023-04-25 9728 10377 -649 -649 5000. U.S. TREASURY NOTE 2023-04-14 2023-04-25 4903 4903 133. VANGUARD DIVIDEND APPRECIATION ETF 2017-12-26 2023-04-14 20666 13559 7107 7107 48. VANGUARD DIVIDEND APPRECIATION ETF 2012-06-21 2023-04-25 7445 2692 4753 4753 23. VANGUARD DIVIDEND APPRECIATION ETF 2012-06-07 2023-04-25 3567 1294 2273 2273 157. VANGUARD DIVIDEND APPRECIATION ETF 2017-12-26 2023-04-25 24350 16006 8344 8344 66. VANGUARD TOTAL BOND MARKET ETF 2017-12-26 2023-04-25 4900 5363 -463 -463 48. VANGUARD HIGH DIVIDEND YIELD ETF 2022-03-22 2023-04-14 5125 5400 -275 -275 82. VANGUARD HIGH DIVIDEND YIELD ETF 2022-03-22 2023-04-25 8699 9225 -526 -526 3. VANGUARD CONSUMER DISCRETIONARY ETF 2017-12-26 2023-04-14 742 471 271 271 5. VANGUARD CONSUMER DISCRETIONARY ETF 2017-12-26 2023-04-25 1227 784 443 443 3. VANGUARD INDUSTRIALS ETF 2017-12-26 2023-04-14 562 426 136 136 5. VANGUARD INDUSTRIALS ETF 2017-12-26 2023-04-25 933 710 223 223 2. VANGUARD COMMUNICATION SERVICES ETF 2017-12-26 2023-04-14 196 183 13 13 4. VANGUARD COMMUNICATION SERVICES ETF 2017-12-26 2023-04-25 379 367 12 12 1. VANGUARD REAL ESTATE ETF 2020-03-13 2023-04-14 81 72 9 9 1. VANGUARD REAL ESTATE ETF 2020-03-13 2023-04-25 81 72 9 9 85. WISDOMTREE US TOTAL DIVIDEND FUND 2022-03-22 2023-04-14 5192 5486 -294 -294 146. WISDOMTREE US TOTAL DIVIDEND FUND 2022-03-22 2023-04-25 8834 9423 -589 -589 58. WISDOMTREE US MIDCAP DIVIDEND FUND 2017-12-26 2023-04-14 2361 2051 310 310 100. WISDOMTREE US MIDCAP DIVIDEND FUND 2017-12-26 2023-04-25 4020 3536 484 484 55. WISDOMTREE US QUALITY DIVIDEND GROWTH 2022-03-22 2023-04-14 3439 3493 -54 -54 94. WISDOMTREE US QUALITY DIVIDEND GROWTH 2022-03-22 2023-04-25 5851 5970 -119 -119 26536 605 0 605 0 605 1686 0 0 1686 0 1081 0 1081 false false false false false false false true true VA true false false false false true BANK OF AMERICA NA 8888663275 PO BOX 1532 AFT PENNINGTON NJ 08534 false false false false false false false false false false false false false false false false false false false false false MS CHARU S NARASIMHAN 2502 SANDBURG ST DUNN LORING VA 22027 PRESIDENT 1 0 MR SHEKAR NARASIMHAN 2502 SANDBURG ST DUNN LORING VA 22027 DIRECTOR 1 0 MR S R SIDARTH 2357 CHADLINGTON RD FALLS CHURCH VA 22043 DIRECTOR 1 0 MS LAURA M SIDARTH 2357 CHADLINGTON RD FALLS CHURCH VA 22043 DIRECTOR 1 0 NONE 0 NONE 0 972932 27703 0 1000635 0 0 1000635 15010 985625 49281 49281 605 605 48676 0 48676 0 48676 37662 0 0 0 0 37662 48676 12905 0 0 0 0 0 0 0 37662 12905 0 0 24757 0 0 0 0 0 0 0 0 23919 0 0 0 0 0 0 0 0 X TEXAS TRIBUNE 919 CONGRESS AVENUE AUSTIN TX 787012102 N/A PC UNRESTRICTED GENERAL 5000 ENTERPRISE COMMUNITY PARTNERS PO BOX 64854 BALTIMORE MD 212644854 N/A PC UNRESTRICTED GENERAL 5000 DC CENTRAL KITCHEN INC 425 2ND STREET NW WASHINGTON DC 200012003 N/A PC UNRESTRICTED GENERAL 5000 UPAKAR THE INDO-AMERICAN COMMUNITY 9015 SHADY GROVE COURT GAITHERBURG MD 208771301 N/A PC UNRESTRICTED GENERAL 5000 SORENSEN INSTITUTE POLITICAL LEADERSHIP PO BOX 400206 CHARLOTTESVILLE VA 229044206 N/A PC UNRESTRICTED GENERAL 7500 DHARMA INTO ACTION FOUNDATION INC 6509 CIPRIANO ROAD LANHAM MD 207063900 N/A PC UNRESTRICTED GENERAL 5000 32500 14 22837 18 26536 49373 49373 false false false false false false false false false false TAX PREPARATION FEE 1250 1250 132284 134065 92204A603 VANGUARD INDUSTRIALS AT COST 6109 9478 464288646 ISHARES SHORT-TERM C AT COST 22152 21741 92204A108 VANGUARD CONSUMER DI AT COST 6432 12487 921908844 VANGUARD DIVIDEND AP AT COST 110862 336881 921937835 VANGUARD TOTAL BOND AT COST 46231 41850 464287721 ISHARES US TECHNOLOG AT COST 14659 44067 464287788 ISHARES US FINANCIAL AT COST 11795 16911 464287762 ISHARES U.S. HEALTHC AT COST 7915 12881 97717W109 WISDOMTREE US TOTAL AT COST 64892 82902 921946406 VANGUARD HIGH DIVIDE AT COST 65884 79815 46434V621 ISHARES CORE DIVIDEN AT COST 66176 90310 464287168 ISHARES SELECT DIVID AT COST 15758 18755 464287812 ISHARES US CONSUMER AT COST 6226 9394 92204A884 VANGUARD COMMUNICATI AT COST 3119 4003 97717W505 WISDOMTREE US MIDCAP AT COST 30407 39293 97717X669 WISDOMTREE US QUALIT AT COST 42909 57067 464287457 ISHARES 1-3 YEAR TRE AT COST 19170 18869 922908553 VANGUARD REAL ESTATE AT COST 575 707 INCOME ADJ 34 INVESTMNT MNGMNT FEES (NON-DED 9780 5868 3912 EXCISE TAX - PRIOR YEAR 1486 0 0 EXCISE TAX ESTIMATES 1686 0 0