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733 THIRD AVE NEW YORK NY 10017 CO-PRESIDENT 6.00 0 0 0 PETER A KAHN C/O EAG BROADWAY - 733 THIRD AVE NEW YORK NY 10017 CO-PRESIDENT 6.00 0 0 0 DAVID STADTMAUER C/O EAG BROADWAY - 733 THIRD AVE NEW YORK NY 10017 VICE PRESIDENT 1.00 0 0 0 NONE 0 NONE 0 0 13475087 208146 0 13683233 0 0 13683233 205248 13477985 673899 673899 9600 9600 664299 0 664299 0 664299 612963 0 612963 664299 582511 0 0 612963 582511 0 0 30452 0 0 0 0 0 0 0 0 633847 0 0 0 X AGUDATH ISRAEL OF AMERICA - MORIAH SENIOR CENTERMORIAH LUNCHEON CLUB 90 BENNETT AVE NEW YORK NY 10033 NONE PC ASSISTANCE TO THE ELDERLY AND THE NEEDY 40000 CITY HARVEST INC 6 EAST 32ND STREET 5TH FLOOR NEW YORK NY 10016 NONE PC ASSISTANCE TO THE ELDERLY AND THE NEEDY 50000 CITYMEALS ON WHEELS 355 LEXINGTON AVE 3 NEW YORK NY 10017 NONE PC ASSISTANCE TO THE ELDERLY AND THE NEEDY 50000 DOROT INC 171 WEST 85TH ST NEW YORK NY 10024 NONE PC ASSISTANCE TO THE ELDERLY AND THE NEEDY 20000 FOOD BANK FOR NEW YORK CITY 39 BROADWAY 10TH FLOOR NEW YORK NY 10006 NONE PC ASSISTANCE TO THE ELDERLY AND THE NEEDY 50000 JCC OF WASHINGTON HEIGHTS & INWOOD PRESERVATION 121 BENNETT AVE NEW YORK NY 10033 NONE PC ASSISTANCE TO THE ELDERLY AND THE NEEDY 248500 ORTHODOX UNION 11 BROADWAY NEW YORK NY 10004 NONE PC ASSISTANCE TO THE ELDERLY AND THE NEEDY 35000 SELFHELP COMMUNITY SERVICES INC 520 EIGHTH AVENUE NEW YORK NY 10018 NONE PC ASSISTANCE TO THE ELDERLY 20000 YESHIVA UNIVERSITY - KOLLEL POST GRADUATE INSTITUTE 500 WEST 185TH ST NEW YORK NY 10033 NONE PC ASSISTANCE TO THE ELDERLY AND THE NEEDY 75000 588500 0 14 389021 18 373184 0 762205 0 762205 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 32800 13120 19680 COMPUTER EQUIPMENT 2021-07-31 1340 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2022-05-01 4524 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2024-02-01 403 200DB 5.000000000000 0 0 COMPUTER MONITOR 2025-05-01 937 200DB 5.000000000000 937 0 BLACKSTONE BCRED AT COST 262936 261574 BLUE OWL CREDIT INC CORP AT COST 262458 270791 BLUEMOUNTAIN CREDIT ALTERNATIVE FUND AT COST 1455 996 DOUBLELINE LOW DURATION BDI AT COST 569191 571914 DOUBLELINE TOTAL RETURN I AT COST 562805 582423 INVESCO NASDAQ 100 ETF AT COST 305122 533458 ISHARES CORES&P 500 ETF AT COST 188322 328910 ISHARES S&P MIDCAP 400 INDEX AT COST 400014 919019 JPMORGAN EQUITY PREMIUM INCO AT COST 164723 168706 JPMORGAN STRAT INC OPPORT I AT COST 1055484 1056747 PGIM SHORT-TERM CORP BOND Z AT COST 714096 724363 PIMCO INCOME 12 AT COST 1208758 1247254 VANGUARD INFO TECH ETF AT COST 119328 442611 VANGUARD LARGE CAP ETF AT COST 1536327 4449114 VANGUARD SMALL CAP ETF AT COST 204250 463572 BNS DUAL DIRECTIONAL BUFFERED PLUS SPX AT COST 250000 281875 MSILF GOVERNMENT PTF INST AT COST 75215 75215 FT NASDAQ CYBERSECURITY (CIBR) AT COST 149941 200800 INVESCO AEROSPACE & DEFENSE ET (PPA) AT COST 149419 173657 BCS AUTO- CALLABLE TRIGGER PLUS SPX AT COST 300000 313740 BROOKFIELD INFRA- CLASS S AT COST 253612 259861 K-INFRA - CLASS S AT COST 250000 259608 INVESCO S&P 500 EQUAL WEIGHT E (RSP) AT COST 258582 268740 ISHARES CORE MSCI EAFE ETF (IEFA) AT COST 24860 29158 VANGUARD UTILITIES ETF (VPU) AT COST 148918 164101 OFFICE 2324 0 1394 INSURANCE 1547 0 928 FILING FEES 750 0 0 MAINTENANCE EXPENSE 2025 0 1215 INTERNET 76 0 46 INVESTMENT FEES 57669 57669 0 CONSULTING FEES 2000 800 1200 FEDERAL TAXES 17323 0 0