2025-09-15T15:11:24-05:00 2025-06-30 464669513 RICHARD LYON 1084 BRUSH HILL ROAD MILTON MA 02186 990PF 2024-07-01 453513929 BEN AND ROSE COLE CHARITABLE PRIA FOUNDATION BENA 6173339654 CO RLYON 1084 BRUSH HILL ROAD MILTON MA 02186 RICHARD LYON TRUSTEE 6173339654 2025-09-15 1 0 RICHARD LYON P00972344 6173339654 2025-09-15 X 2024 2025-03-06 01:10:19Z X 12647957 X 1262242 58749 58749 190283 190283 299541 3208854 299541 1810815 548573 0 0 0 1130 0 0 4798 0 0 46977 0 0 7635 0 0 60540 0 0 0 0 60540 0 0 1750275 548573 236298 2246649 2246649 4296879 5642551 9273922 2712009 1106261 1127386 7245186 8995461 12647957 0 0 X 0 0 0 0 7245186 8995461 7245186 8995461 7245186 8995461 7245186 1750275 0 8995461 0 8995461 AMPHENOL 2014-06-11 2024-10-15 32653 6064 26589 26589 BERKSHIRE B 2020-09-08 2024-09-12 90322 43413 46909 46909 PIMCO ETF 2022-11-14 2024-09-12 752154 756254 -4100 -4100 CONSTELATION BRANDS 2022-01-14 2024-08-29 31032 27579 3453 3453 MICROSOFT 2014-05-30 2024-08-29 186247 18324 167923 167923 WATSCO 2023-05-09 2024-08-29 140718 54005 86713 86713 AMPHENOL 2014-06-11 2024-08-05 58348 12220 46128 46128 APPLE 2023-06-13 2024-08-05 25734 22879 2855 2855 WAYFAIR 2022-12-14 2024-03-09 30924 76967 -46043 -46043 DH EUROPE 2019-10-29 2024-11-15 50000 50083 -83 -83 QUALCOMM 2022-06-09 2024-11-12 54062 45291 8771 8771 AGNICO EAGLE MINES 2020-03-30 2024-12-26 157884 158840 -956 -956 AMPHENOL 2014-10-15 2024-12-26 300682 312354 -11672 -11672 BERKSHIRE B 2020-08-25 2024-12-26 458469 470065 -11596 -11596 KINSALE 2022-03-18 2024-12-26 70735 71840 -1105 -1105 CHUBB 2014-05-27 2024-12-26 278040 274520 3520 3520 UNION PACIFIC 2022-02-26 2025-06-06 60730 42052 18678 18678 J&J 2021-02-02 2025-01-14 69236 79691 -10455 -10455 KENVUE 2021-02-02 2025-01-14 56157 55683 474 474 MATTHEWS ASIA 2019-03-22 2025-01-14 87393 109115 -21722 -21722 VANGUARD EMG 2020-07-23 2025-01-14 40815 41149 -334 -334 CONSTELLATION BRANDS 2020-09-29 2025-01-13 60094 58080 2014 2014 DISNEY 2020-03-19 2025-03-24 50000 50057 -57 -57 J&J 2025-01-14 2024-09-12 36060 41096 -5036 -5036 UNION PACIFIC 2025-02-06 2025-02-26 30365 31692 -1327 -1327 299541 7625 0 7625 0 7625 5438 0 10187 0 15625 0 8000 8000 0 0 0 0 0 0 0 0 0 0 0 0 1 MA 1 0 1 0 0 1 NONE RICHARD LYON 6173339654 1084 BRUSH HILL ROAD MILTON MA 02186 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARRY BROWN 274 BEACON ST BOSTON MA 02116 TRUSTEE 4.00 0 0 0 RICHARD LYON 1084 BRUSH HILL ROAD MILTON MA 02186 TRUSTEE 4.00 0 0 0 JENNIFER F TSENG MD 12 BEECHCROFT ROAD NEWTON CENTER MA 02488 TRUSTEE 4.00 0 0 0 NONE 0 HOWLAND CAPITAL MANAGEMENT 75 FEDERAL ST BOSTON MA 02110 INVESTMENT MANAGEMENT 0 0 0 9485439 1367178 0 10852617 0 0 10852617 162789 10689828 534491 534491 7625 7625 526866 0 526866 0 526866 0 0 0 526866 0 0 728299 728299 0 0 0 0 0 0 526866 526866 201433 0 0 0 0 0 0 0 201433 201433 X 0 0 58749 190283 299541 0 0 548573 548573 3 INTEREST INCOME FROM INVESTMENTS 4 DIVIDEND INCOME FROM INVESTMENTS 8 CAPITAL GAIN AND LOSS FROM THE SALE OF INVESTMENTS 0 0 0 0 0 0 0 0 0 0 X X 1 ROSE M COLE 85 EAST INDIA ROW BOSTON MA 02110 1261242 X X 1 4200 SHS APH 303597 2024-12-05 1 2000 SHS AEM 158840 2024-12-05 1 1000 SHS BRKB 452445 2024-12-05 1 1000 SHS CHUBB 274520 2024-12-05 1 150 SHS KNS 71840 2024-12-05 1000 RICHARD LYON CPA 4798 0 0 NONE CORPORATE BONDS 1106261 1127386 CORPORATE STOCK 5642551 9273922 HOLLAND & KNIGHT 1130 0 0 HCM INVST ADVISORY FEES 31977 0 0 JENNIFER TSENG MEDICAL CONSULTANT 15000 0 0 ROSE M COLE 85 EAST INDIA ROW BOSTON MA 02110 FOR TAX 265 0 0 US TREASURY 7370 0 0