2025-11-06T07:53:53-06:00 2025-06-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2024-07-01 251402374 EYE & EAR MEDICAL STAFF EDUCATION FUND EYE& 4126800629 109 TREE FARM RD PITTSBURGH PA 15238 DR MARSHALL STAFFORD PRESIDENT 4126800629 2025-11-02 1 0 SARAH R PIOT P01358891 4122613644 2024 2025-03-06 01:10:19Z X 2174030 X X 2922 2922 38091 38091 223902 716779 223902 264915 264915 0 0 0 2389 1195 1194 14099 14099 0 1500 10 0 36 36 0 18024 15340 1194 80000 80000 98024 15340 81194 166891 249575 82995 68597 68597 1499041 1680330 2105433 1582036 1748927 2174030 0 0 X 0 0 0 0 1582036 1748927 1582036 1748927 1582036 1748927 1582036 166891 0 1748927 0 1748927 PUBLICLY TRADED SECURITIES P 685580 492877 192703 192703 CAPITAL GAINS DIVIDENDS P 31199 31199 31199 223902 3469 0 3469 0 3469 1328 0 0 0 1328 X 0 2141 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A DR MARSHALL STAFFORD 4126800629 109 TREE FARM RD PITTSBURGH PA 15238 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARSHALL W STAFFORD MD 100 DELAFIELD ROAD PITTSBURGH PA 15215 PRESIDENT 4.00 0 0 0 MICHAEL AZAR MD 2571 MOSSIDE BLVD MONROEVILLE PA 15146 VP/SEC/TREAS 1.00 0 0 0 DAVID EIBLING MD VA MEDICAL CENTER UNIVERSITY DRIVE C PITTSBURGH PA 15240 DIRECTOR 0.00 0 0 0 JOSEPH SCHERER MD 2146 MEADOWMONT DRIVE PITTSBURGH PA 15241 DIRECTOR 0.00 0 0 0 MATTHEW B STRAKA MD 1099 OHIO RIVER BLVD SEWICKLEY PA 15143 DIRECTOR 0.00 0 0 0 GIUSEPPE STALTARI MD 6001 STONEWOOD DR BETHEL PARK PA 15102 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 2054019 81441 0 2135460 0 0 2135460 32032 2103428 105171 105171 3469 3469 101702 0 101702 0 101702 81194 0 81194 101702 72949 0 0 81194 72949 0 0 8245 0 0 0 0 0 0 0 0 93457 0 0 0 X DR MARSHALL STAFFORD 109 TREE FARM RD PITTSBURGH PA 15238 4126800629 WRITTEN NONE NONE UNIVERSITY OF PITTSBURGH DEPARTMENT OF OPHTHALMOLOGY 203 LOTHROP STREET PITTSBURGH PA 15213 N/A PC SUPPORT AND PROVIDE EDUCATIONAL ASSISTANCE FOR THE BENEFIT OF EYE AND EAR AMBULATORY SERVICE 40000 UNIVERSITY OF PITTSBURGH DEPARTMENT OF OTOLARYNGOLOGY 203 LOTHROP STREET PITTSBURGH PA 15213 N/A PC SUPPORT AND PROVIDE EDUCATIONAL ASSISTANCE FOR THE BENEFIT OF EYE AND EAR AMBULATORY SERVICE 40000 80000 0 14 2922 14 38091 18 223902 0 264915 0 264915 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2389 1195 1194 1350 SHS ISHARES RUSSELL MID CAP 53924 124160 1303.961 SHS ISHARES S&P 500 INDEX FUND 578670 946519 1651.905 SHS SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS 24214 22086 1174.214 SHS TOUCHSTONE SANDS EM GR-INST 25477 19386 1395 SHS ISHARES CORE MSCI EAFE ETF (IEFA) 105624 116455 14306.344 SHS DODGE & COX INCOME FUND 194540 180832 3351.613 SHS MFS EMERGING MKTS DEBT FD-RB 44844 40890 4257.455 SHS PGIM HIGH YIELD FUND 22962 20649 4383 SHS ISHARES U S TREASURAY BOND (GOVT) 100418 100721 9459.746 SHS DOUBLELINE TOTAL RETURN BOND (DDTRX) 83209 83624 10863.851 SHS ALLSPRING CORE BOND FUND (WTRIX) 119212 120480 2378.483 SHS OF AMG RR SM CAP VAL 36700 38317 1092.462 SHS BARON SMALL CAP FUND 37100 36259 13902.480 SHS BLACKROCK TOTAL RETURN-I (MAHQX) 140838 137774 1305 SHS MSCI INTL QUALITY (IQLT) FACTOR ETF 52644 56402 727 SHS WISDOMTREE U.S. QUALITY DIVI (DGRW) 59954 60879 BANK FEES 36 36 0 TRUST FEES 14099 14099 0 FOREIGN TAXES 10 10 0 ESTIMATED TAX PAYMENTS 1490 0 0