2025-04-23T07:41:47-05:00 2024-12-31 141745230 LUTZ SELIG & ZERONDA CPAS LLP 33 CENTURY HILL DRIVE LATHAM NY 121102113 990PF 2024-01-01 146155391 LEORA BELKNAP TRUST UW C/O NORTHEAST HEALTH BELK 5187203333 1819 FIFTH AVENUE TROY NY 12180 TERESA SMITH TRUSTEE 5187203333 2025-04-08 1 1 MARY E MACKRELL CPA P01864652 5187837200 2025-04-08 2024 2025-03-06 01:10:19Z X 469011 X X 22 22 8935 8935 4975 18391 4975 13932 13932 0 0 0 1035 0 0 4409 2645 1764 292 0 0 5736 2645 1764 19100 19100 24836 2645 20864 -10904 11287 10077 5553 5553 305556 299176 463458 315633 304729 469011 0 0 X 315633 304729 0 0 0 0 315633 304729 315633 304729 315633 -10904 0 304729 0 304729 184 FT VEST US EQY DEEP BUFFER ETF 2023-10-06 2024-04-26 7058 6273 785 785 39 VANGUARD TOTAL BOND MARKET ETF 2023-12-14 2024-04-09 2804 2864 -60 -60 51 INVSC SP 500 EQUAL WEIGHT ETF IV 2020-03-27 2024-04-09 8529 4279 4250 4250 4975 157 0 157 0 157 0 0 0 0 0 0 157 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 NONE THE ORGANIZATION 5187203333 1819 FIFTH AVENUE TROY NY 12180 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BOUCHEY FINANCIAL GROUP 1819 FIFTH AVE TROY NY 12180 AGENT FOR FIDUCIARY 1.00 0 0 0 TERESA SMITH MS RN 113 WEST AVE SARATOGA SPRINGS NY 12866 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 442063 15588 0 457651 0 0 457651 6865 450786 22539 22539 157 157 22382 0 22382 0 22382 20864 0 20864 22382 9923 0 0 20864 9923 0 0 10941 0 0 0 0 0 0 0 0 11441 0 0 0 X SAMARITAN HOSPITAL & THE EDDY FOUNDATION 310 SOUTH MANNING BLVD ALBANY NY 12208 PC GENERAL SUPPORT. 19100 19100 0 14 22 14 8935 18 4975 0 13932 0 13932 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1035 0 0 INVESCO QQQ TRUST 25221 86398 INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 12332 30684 SCHWAB US BROAD MARKET 36205 76544 VANGUARD SMALL CAP ETF 10777 18021 VANGUARD INFORMATION TECHNOLOGY ETF 10360 20519 WIDSOMTREE US QLT DIV 21750 37390 APPLE INC 12521 18782 SCHWAB INTERMEDIATE TERM 30597 30605 SCHWAB SHORT TERM US 30550 30604 SCHWAB US DIVIDEND 20500 22047 SCHWAB US SMALL CAP ETF 42 52 DIMENSIONAL US HIGH PROFTBLTY ETF 3035 3987 SCHWAB 5 10 YEAR CORP BOND ETF 17924 17656 VANGUARD MID CAP ETF 9306 11886 VANGUARD TOTAL BOND MARKET ETF 33117 32431 VANGUARD STC ETF DV 17903 18098 FT VEST US EQTY BUFFER 7036 7754 INVESTMENT ADVISOR FEE 4409 2645 1764 OTHER TAXES 292 0 0