2025-08-22T11:35:57-05:00 2025-02-28 130436940 ANCHIN BLOCK & ANCHIN LLP 3 TIMES SQUARE NEW YORK NY 10036 990PF 2024-03-01 136761801 THE JOHN E STEVENS TRUST F/B/O HARVARD COLLEGE U/I DATED 12/6/78 JOHN 2128403456 CO ANCHIN 3 TIMES SQUARE NEW YORK NY 10036 L FRANCIS HUCK TRUSTEE 2128403456 2025-08-21 1 1 ADAM RUBINFELD P01542370 2128403456 2025-08-21 2024 2025-03-06 01:10:19Z X 2675157 X X 63871 63871 25571 146415 25571 89442 89442 0 0 0 2152 0 2152 11550 5775 5775 1541 0 0 250 0 250 15493 5775 8177 78337 78337 93830 5775 86514 -4388 83667 10544 6966 6966 262658 295368 266766 2098450 2057335 2284094 120975 128861 117331 2492627 2488530 2675157 0 0 X 0 0 0 0 2492627 2488530 2492627 2488530 2492627 2488530 2492627 -4388 291 2488530 0 2488530 PUBLICLY TRADED SECURITIES P 135216 120844 14372 14372 CAPITAL GAIN DISTRIBUTIONS P 11199 11199 11199 25571 1163 0 1163 0 1163 1200 0 1200 0 2400 0 1237 1237 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A SIMPSON THACHER BARTLETT LLP 2124552000 425 LEXINGTON AVENUE NEW YORK NY 10017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 L FRANCIS HUCK C/O STB LLP 425 LEXINGTON AVENUE NEW YORK NY 100173954 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 N/A 0 0 2626709 10674 0 2637383 0 0 2637383 39561 2597822 129891 129891 1163 1163 128728 0 128728 0 128728 86514 0 86514 128728 78337 0 0 86514 78337 0 0 8177 0 0 0 0 0 0 0 0 120551 0 0 0 X HARVARD UNIVERSITY 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PC GENERAL FUND 78337 78337 0 14 63871 18 25571 0 89442 0 89442 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES INCURRED FOR BOOKKEEPING, TAX PREPARATION, AND 0 0 0 CONSULTING SERVICES 11550 5775 5775 SEE ATTACHED ELECTION SIGNED BY THE TRUSTEE. 5,511.0780 SHS VANGUARD INFLATION PROTECTED - INS 56843 52300 7,457.6680 SHS VANGUARD INTER-TERM INV. GRADE - ADM 72018 65031 26,558.3740 SHS VANGUARD DEVELOPED MKTS IND. 616942 683347 8,065.3810 SHS VANGUARD EMERGING MARKETS STOCK IND-INST 247778 227121 2,601.8820 SHS COHEN & STEERS FUNDS INST REALTY 142441 131239 1,880.8850 VANGUARD S&P 500 INDEX INSTL PLUS 749020 913696 540.6160 SHS VANGUARD S&P M/C 400 INDEX-INST 199659 226021 1,122.1990 SHS VANGUARD TAX MGD SMALLCAP FUND-INST 101495 102670 295368 266766 0 0 LEGAL FEES IN CONNECTION WITH VARIOUS EXEMPT PURPOSES 2152 0 2152 NEW YORK STATE FILING FEES 250 0 250 ADJUSTMENT TO SECURITIES 291 FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 1541 0 0