2025-11-03T12:59:54-08:00 2024-12-31 201980583 ANTHONY J CASSAR CPA PC 111 WEST SUNRISE HWY Freeport NY 11520 990PF 2024-01-01 475458062 LILYAN WILDER GROUP CO EVA ROSENSTEIN LILY 2129882258 1247 E 70TH ST BROOKLYN NY 11234 EVA ROSENSTEIN Director 2025-11-03 true true Anthony J Cassar P01206994 5167717900 2024 2025-03-06 01:10:19Z X 1954952 X 2508 X 62535 62535 92185 208617 92185 1033 1033 158261 155753 25000 2500 22500 5400 540 4860 415 415 88992 17036 71956 119807 20491 99316 1800 1800 121607 20491 101116 36654 135262 74038 53424 53424 10801 10160 10160 1603097 1661070 1891368 1687936 1724654 1954952 0 X 1687936 1724654 1687936 1724654 1687936 1724654 1687936 36654 64 1724654 1724654 CHARLES SCHWAB A/C 8665-9578 P 2022-01-02 2024-12-31 197100 116432 80668 80668 Capital Gain Dividends 11517 92185 1880 1880 1880 263 3500 3763 X 22 1861 1861 false false false false false false false true true MO NY true false false false false true N/A EVA ROSENSTEIN 2129882258 1247 EAST 70TH STREET BROOKLYN NY 11234 false false false false true false false false false false false false false false false false false false false false false false EVA ROSENSTEIN 1247 E 70TH ST BROOKLYN NY 11234 Director 35.00 25000 DOV YARDEN YEHUSHUA BARUCHI 21 JERUSALEM IS Director 3.00 0 DR MORDECAI KEDAR 16 SCHWARTZ STREET RAANNA IS Director 3.00 0 NONE NONE SEMINARS/WORKSHOPS IN ISRAEL AND INTERNATIONALLY TO IMPROVETHE COMMUNICATION SKILLS OF THOSE WHO SPEAK ON BEHALF OF ISRAEL(DIPLOMATS,POLITICIANS,PROFESSIONALS,ETC) 99316 1908161 66476 0 1974637 0 1974637 29620 1945017 97251 97251 1880 1880 95371 95371 95371 101116 101116 95371 79282 101116 79282 0 21834 73537 X THE ISRAEL INDEPENDENCE FUND 4530 HAZLETON LN LAKE WORTH FL 33449 N/A PC IS DEVOTED TO HELP THE WELFARE OF THE PEOPLE OF ISRAEL 1800 1800 14 62535 15 1033 18 92185 155753 155753 false false false false false false false false false false ACCOUNTANT 5400 540 0 4860 224 SH ETFS-ABERDEEN STD PRECIOUS METALS AT COST 2390 SH ETFS-ABERDEEN STD INVEST SWISS AT COST 602 SH ISHARES GOLD TR AT COST 102 SH SPDR GOLD TR-ETF AT COST 12850 24697 2052 SH VGD TOTAL INTL STOCK INDEX ADM AT COST 51773 65042 863.8197 SH SCHWAB US DIVIDEND AT COST 20451 23600 882 SH VANECK FALLEN ANGEL HIGH Y AT COST 25788 25297 20075.693 SH BAIRD FDS AGGREGATE BOND IN AT COST 198510 193730 1208.627 SH COLUMBIA FDS DIV INC INST 2 AT COST 27944 40682 324.3341 SH DIMENSIONAL FD ADV EMERG MKT AT COST 7938 8228 1520 SH ABRDN PHYSICAL GOLD AT COST 18433 38076 166 SH ABRDN PHYSICAL PREC MTL AT COST 13663 18227 528.303 SH DODGE & COX INTL AT COST 20617 26362 17876.191 SH DOUBLELINE FD CORE FIX INC AT COST 171592 163210 10063.839 SH DOUBLELINE FD LOW DURATION AT COST 95631 96412 10806.72 SH NUVEEN INFLATION LINK BD AT COST 113121 113146 395.946 SH HARBOR CAP APPREC INST AT COST 27125 45007 1105.943 SH MFS INTL DIVERSIFICATION AT COST 22106 25260 3635.131 SH PIMCO INV INTL BD(US DOLLAR- AT COST 38722 36097 762.618 SH T ROWE PRICE FD MID CAP VAL AT COST 22240 24343 558.714 SH T ROWE PRICE US EQUITY RESEAR AT COST 33029 32713 1466.814 SH TWEEDY BROWNE VALUE II AT COST 220.114 SH VANGUARD INTL GROWTH ADM AT COST 19619 22357 2035.0701 SH VGD SH TM INF PRTCTD SEC AT COST 155675 158756 1617.339 SH VGD INFLATION PRTCTD SEC AT COST 1100.169 SH COLUMBIA INTL DIV INC AT COST 20996 20463 83.817 SH VGD MID CAP INDEX ADMIRAL AT COST 155.104 SH VGD GROWTH INDEX ADM AT COST 6050 32761 215.973 SH VGD VALUE INDEX ADM AT COST 5923 14263 1038.713 SH VGD TOTAL STK MKT INDEX ADM AT COST 48369 146490 18484.673 SH BAIRD AGGREGATE BD INS AT COST 16582.425 SH DOUBLELINE CORE FIXED INC AT COST 9565.742 SH DOUBLELINE LOW DURATION BD AT COST 3460.8010 SH PIMCO INTL BD (USD-HDG)INST AT COST 10443.862 SH TIAA-CREF INFLATION LINK BD AT COST 1288.45 SH COLUMBIA DIV INC INST2 AT COST 1027.232 SH COLUMBIA INTL DIV INC INST2 AT COST 997.579 SH DFA US LARGE CO AT COST 516.644 SG DODGE & COX INTL STOCK I AT COST 345.429 SH HARBOR CAPITAL APPREC INSTL AT COST 1141.482 SH MFS INTL DIVERSIFICATION AT COST 738.703 SH T ROWE PRICE MID-CAP VALUE AT COST 231.586 SH T ROWE PRICE SMALL CAP VALUE AT COST 232.056 SH VGD GROWTH INDEX ADMIRAL AT COST 200.577 SH VGD INTL GROWTH ADM AT COST 76.20 SH VGD MID-CAP INDEX ADMIRAL AT COST 2154.962 SH VGD TOTAL INTL STOCK INDEX A AT COST 1171.95 SH VGD TOTAL STOCK MKT IDX ADM AT COST 407.879 SH VGD VALUE INDEX ADM AT COST 339 SH DIMENSIONAL EMERG CORE AT COST 153 SH DIMENSIONAL U S SMALL AT COST 2637.9702 SH JANUS HENDRSON MORTG AT COST 2441 SH SCHWAB SHORT TERM US AT COST 242.1015 SH SCHWAB US DIVIDEND AT COST 102 SH SPDR GOLD SHARES ETF AT COST 799.354 SH VANECK FALN ANGL HY BND AT COST 2694 SH VGD INTRMDIAT TRM AT COST 381 SH VANGUARD LONG TERM AT COST 1932.6622 SH VGRD STC ETF DV AT COST 406.04 SH DFA US LARGE CO AT COST 4986 15832 232 SH AVANTIS US SMALL CAP AT COST 24070 22395 449 SH ISHARES GOLD ETF AT COST 10922 22230 2740.3818 SH JANUS HENDRSON MORTG AT COST 124356 121070 5007.4078 SH SCHWAB SHORT TERM US AT COST 120215 120478 2936.945 SH VANGUARD INTRMDIAT TRM AT COST 171730 170343 430.0039 SH VANGUARD LONG TERM AT COST 26626 23801 BANK CHARGE 25 25 FILING FEE 484 484 Insurance 818 818 INVESTMENT ADVISORY FEES 17036 17036 PROGRAM EXPENSES-WORKSHOP 69068 69068 TELEPHONE 1561 1561 Other Investment Income 1033 1033 BOOK TO TAX 64 FOREIGN TAXES 415 415