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PULTE GROUP, TENET HEALTHCARE, ORACLE CORP, ELI LILLY AND AMERICAN EXP 176967 2024-11-19 2 STOCKS - CALAMOS STRATEGIC TR, INVESCO EXCHANGE S&P 500, ISHARES RUSSELL 2000, SPDR SER TR, VANGUARL 334826 2024-11-25 ACCOUNTING FEES 6000 3000 3000 CLEARSTEAD INVESTMENTS 9314816 9314816 BANK AND INVESTMENT FEES 28952 28952 0 LIABILITY INSURANCE 750 0 0 MISCELLANEOUS 600 0 0 UNREALIZED GAIN/LOSS ON SECURITIES 460990 FOREIGN TAX 635 635 0