2025-09-12T16:31:44-05:00 2024-11-30 475284605 ERIC ZHANG & ASSOCIATES LLP 860 HILLVIEW CT STE 230 MILPITAS CA 95035 990PF 2023-12-01 208111243 PYSF FAMILY FOUNDATION PYSF 4083949279 617 AZEVEDO COMMON FREMONT CA 94539 SHU-FEN CHANG SECRETARY 4083949279 2025-09-12 1 0 ERIC ZHANG CPA P00548506 4084358828 2023 2025-03-06 01:10:19Z X 1633604 X X 462 462 41709 41709 7697 310152 7697 49868 49868 0 0 0 2360 0 2360 735 735 0 7666 7609 57 10761 8344 2417 59000 59000 69761 8344 61417 -19893 41524 25876 74191 74191 1219785 1151577 1559413 1245661 1225768 1633604 0 0 X 428638 428638 0 0 817023 797130 1245661 1225768 1245661 1225768 1245661 -19893 0 1225768 0 1225768 2500 SHARES JPM CI AUTO P 2021-11-19 2024-08-22 25000 25000 0 0 5310.121 SHARES BLACKROCK P 2016-04-27 2024-11-12 70300 63768 6532 6532 MSILF TREASURY SOLD P 2024-09-30 2024-11-08 28869 28869 0 0 41 SHARES PFIZER P 2023-06-01 2023-12-13 1078 1474 -396 -396 65 SHARES PFIZER P 2016-04-01 2023-12-13 1709 2174 -465 -465 1 SHARES NVDIA P 2019-07-01 2024-03-05 848 42 806 806 34 SHARES ISHARES ETF P 2023-06-01 2024-05-01 3853 3871 -18 -18 18 SHARES REALTY INCOME CORP P 2023-06-01 2024-05-07 988 957 31 31 660 SHARES ISHARES ETF P 2022-05-11 2024-05-01 74797 78645 -3848 -3848 51 SHARES REALTY INCOME CORP P 2020-12-31 2024-05-07 2800 3078 -278 -278 35 SHARES NVDIA P 2019-07-01 2024-06-27 4349 145 4204 4204 46 SHARES VANGUARD P 2024-05-07 2024-07-02 3820 3785 35 35 6 SHARES MEDTRONIC P 2023-10-09 2024-08-13 493 447 46 46 3 SHARES UNITED PARCEL P 2023-10-09 2024-08-13 379 461 -82 -82 7 SHARESHUMANA P 2019-05-08 2024-08-13 2472 1972 500 500 20 SAHRES UNITED P 2020-06-01 2024-08-13 2527 2196 331 331 41 SHARES MEDTRONIC P 2015-01-28 2024-08-13 3368 3379 -11 -11 397 SHARES SPDR P 2024-05-01 2024-10-09 39398 39295 103 103 34 SHARES T ROWE P 2020-06-01 2024-10-28 3814 3924 -110 -110 1279 SHARES SPDR P 2018-12-26 2024-10-08 39290 38973 317 317 7697 577 0 577 0 577 0 0 0 0 0 34 611 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A PING-I CHANG 4083949279 617 AZEVEDO COMMON FREMONT CA 94539 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PING-I CHANG 617 AZEVEDO COMMON FREMONT CA 94539 CEO 2.00 0 0 0 SHU-FEN CHANG 617 AZEVEDO COMMON FREMONT CA 94539 CFO 2.00 0 0 0 NONE 0 NONE 0 0 1564810 30114 0 1594924 0 0 1594924 23924 1571000 78550 78550 577 577 77973 0 77973 0 77973 61417 0 61417 77973 0 0 45548 73773 119321 61417 0 0 0 61417 0 16556 16556 102765 0 0 0 0 0 0 0 102765 28992 73773 PING-I CHANG SHU-FEN CHANG X CHRISTIAN WITNESS THEOLOGICAL SEMINARY 1975 CONCOURSE DR SAN JOSE CA 95131 N/A PUBLICE CHARITY DONATION 5000 HEART OF HOPE ASIAN AMERICAN HOSPITAL 1922 THE ALAMEDA SUITE 215 SAN JOSE CA 95126 N/A PUBLICE CHARITY DONATION 30000 MEDIA EVANGELISM ASSOCIATION 1613 S MAIN ST STE 105 MILPITAS CA 95035 N/A PUBLICE CHARITY DONATIONS 2000 WORLDWIDE BIBLE SOCIETY 1160 CADILLAC CT MILPITAS CA 95035 N/A PUBLICE CHARITY DONATION 10000 AMBASSADORS FOR CHRIST INC 21 AMBASSADOR DR PARADISE PA 17562 N/A PUBLICE CHARITY DONATIONS 2000 HERALD FOUNDATION 39155 LIBERTY ST STE D450 FREMONT CA 94538 N/A PUBLICE CHARITY DONATIONS 10000 59000 0 14 462 14 41709 18 7697 0 49868 0 49868 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEE 2360 0 2360 PER MORGAN STANLEY 9358 827379 1113182 PER WELLS FARGO ADVISORY 1092 324198 446231 INVESTMENT ACCOUNT ADVISORY FEE 7609 7609 0 FILING FEE 50 0 50 POSTAGE EXPENSE 7 0 7 IRS TAX 735 735 0