2025-03-17T13:42:23-05:00 2024-10-31 953416914 GIVEN & COMPANY INC 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 990PF 2023-11-01 954079676 ROBERT J & CLAIRE PASAROW FOUNDATION ROBE 3108287547 CO 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 ANTHONY PASAROW TREASURER 3108287547 2025-03-12 1 1 PETER GOLDBERG P00020952 3108287547 2023 2025-03-06 01:10:19Z X 3059401 X X 72472 71262 79494 824722 79494 151966 150756 0 0 0 3117 117 0 32182 32182 0 35299 32299 0 0 0 35299 32299 0 116667 118457 27292 24292 24292 33796 114160 114160 292683 90831 92775 1779276 1920303 2584132 126195 207991 210556 11562 29894 33486 2270804 2387471 3059401 0 0 X 0 0 0 0 2270804 2387471 2270804 2387471 2270804 2387471 2270804 116667 0 2387471 0 2387471 MERRILL LYNCH 4002 29565 29963 -398 -398 MERRILL LYNCH 4002 187942 185420 2522 2522 MERRILL LYNCH 2317 202651 204879 -2228 -2228 MERRILL LYNCH 2317 290633 227045 63588 63588 MERRILL LYNCH 2163 95994 86588 9406 9406 MERRILL LYNCH 2163 12442 11333 1109 1109 CAPITAL GAINS DIVIDENDS P 5495 5495 5495 79494 1647 0 1647 0 1647 2098 0 0 0 2098 0 451 451 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A GIVEN COMPANY INC 3108287547 3029 WILSHIRE BLVD SANTA MONICA CA 90403 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL R PASAROW C/O PASAROW 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 PRESIDENT 0.10 0 0 0 ANTHONY H PASAROW C/O PASAROW 3029 WILSHIRE BLVD STE 200 SANTA MONICA CA 90403 TREASURER 0.15 0 0 0 NONE 0 NONE 0 0 2741423 99881 0 2841304 0 0 2841304 42620 2798684 139934 139934 1647 1647 138287 0 138287 0 138287 0 0 0 138287 0 0 33437 33437 0 0 0 0 0 0 33437 33437 0 0 0 0 0 104850 0 0 0 X 0 0 14 72472 18 79494 0 151966 0 151966 0 0 0 0 0 0 0 0 0 0 EMA-BLACKROCK HIGH YIELD 24198 25705 EMA-BNY MELLON GLOBAL 13221 13530 EMA-ISHARES FLEXIBLE 27760 27720 EMA-JANUS HENDERSON 8231 8246 EMA-JP MORGAN/MORGAN STANLEY BONDS 17129 18909 EMA-PGIM TOTAL RETURN 16880 17016 EMA-PIMCO INCOME 25493 25962 EMA-PIONEER GLOBAL HI YIELD 15841 16630 EMA-TCW TOTAL RETURN 13873 13169 EMA-VOYA STRATEGIC INCOME 45365 43669 EMA2-ALLSTATE CORP 25581 33947 EMA2-ALPHABET 14881 14544 EMA2-AMERICAN EXPRESS 7918 13774 EMA2-ASTRAXENECA 31135 27322 EMA2-BLACKROCK INC 30798 55919 EMA2-BLUE OWN CAP INC 11232 20012 EMA2-BROADCOM 1706 13582 EMA2-COMCAST 17363 20656 EMA2-CONSOLIDATED EDISON 30659 34571 EMA2-CSX 15919 20689 EMA2-DIGITAL REALTY 31024 49548 EMA2-DR HORTON 15301 26871 EMA2-EATON 7525 21553 EMA2-ELI LILLY 5661 20743 EMA2-EMERSON ELECTRIC 29508 39410 EMA2-EXXON MOBIL 35576 53485 EMA2-FREEPORT MCMORAN 23773 21475 EMA2-GENERAL DYNAMICS 15816 18080 EMA2-GILEAD SCIENCE 25593 25669 EMA2-HCA HEALTHCARE 13348 17937 EMA2-HEWLETT PACKARD 21563 28222 EMA2-HOME DEPOT 17346 20869 EMA2-HP INC 22869 27066 EMA2-IBM 36532 52300 EMA2-INTRPUBLIC CRP 27567 22079 EMA2-JP MORGAN CHASE 26289 56368 EMA2-KINDER MORGAN 28309 47672 EMA2-KRAFT 36467 30649 EMA2-MCDONALDS 9622 12853 EMA2-MEDRONICS 43065 36682 EMA2-MICROSOFT 3228 12596 EMA2-PEPSICO 34883 37368 EMA2-PRINCIPAL FINANCIAL 20723 24638 EMA2-PUBLIC SERV 30636 35585 EMA2-REALTY INCOME REIT 11104 13536 EMA2-RTX 25437 26134 EMA2-SYNCHRONY FINL 11924 22277 EMA2-TARGET 46232 41861 EMA2-TEXAS INST 10453 14221 EMA2-TRUIST FINL 40331 51100 EMA2-UNITED HEALTH 25939 25403 EMA2-WELLTOWER INC 20680 33585 EMA2-WILLIAMS CO 28848 52579 EMA2-XCEL 34411 35743 EMA-AMERICAN FUNDS 25329 27123 EMA-ARES CAPITAL 24923 26298 EMA-DIGITAL RLTY 8264 9803 EMA-MORGAN STANLEY 16969 17931 EMA-NUVEEN PREFERRED SEC 31630 34235 EMA-PRINCIPAL SPECTRUM 30636 33222 EMA-PROLOGIS 8286 7454 EMA-TORTOISE MLP & ENERGY 46771 64184 ML-ALGER SPECTRA FUND Z 48283 79025 ML-AMG YACKTMAN 34400 49697 ML-APPLE 10752 12081 ML-FIRST TR NYSE ARCA BIOTE 20677 30803 ML-FIRST TRU NASDAQ 18965 39926 ML-GS GQG PNRS 15103 21733 ML-INVESCO S&P 500 44064 55002 ML-ISHARES RUSSELL 1000 GROWTH 19321 72548 ML-ISHARES RUSSELL 1000 VALUE 53173 76573 ML-ISHARES RUSSELL MIDCAP 10490 22364 ML-ISHARES US AREOSPACE ETF 32754 45207 ML-JPMORGAN EQUITY INC 79837 96557 ML-NVIDA 10730 10618 ML-PUTNAM LARGE CAP 74653 99535 ML-SECTOR SPDR ENERGY 38511 43675 ML-SPDR US FINANCIAL 21441 37045 ML-T ROWE PRICE ALL CAP 32886 36100 ML-TWEEDY BROWNE INTL 25984 27750 ML-VAN ECK EMERGING MARKETS 18478 20141 ML-VANECK MORNINGSTAR SMID 38612 43595 ML-VANECK MORNINGSTAR WIDE 35761 54865 ML-VANGUARD INFO TECH ETF 26474 55319 ML-WISDOMTREE US QUALITY 11371 22550 70982 71376 19849 21399 EMA2-SIMON PROPERTIES AT COST 29894 33486 INV ADVISOR FEES/MISC OTHER FEES 32182 32182 0 FOREIGN TAX 117 117 0 FEDERAL TAX 3000 0 0