2025-07-25T10:07:38-05:00 2024-12-31 812276003 HERTZ HERSON CPA LLP 575 LEXINGTON AVENUE NEW YORK NY 10022 990PF 2024-01-01 133908743 Y-H LOWE FOUNDATION INC C/O YOUNG HEE LOWE Y-HL 2126287738 49 E 78TH ST 5A NEW YORK NY 10075 YOUNG HEE LOWE PRESIDENT 2126287738 2025-07-14 1 0 BRIAN J GLOZNEK P00106849 2126867160 2024 2025-03-06 01:10:19Z X 1387214 X X 3 3 42780 42780 15850 275864 15850 58633 58633 0 0 0 14850 0 14850 2764 2764 0 19076 19076 0 36690 21840 14850 51000 51000 87690 21840 65850 -29057 36793 1008 4422 4422 1031149 998678 1290324 102654 102654 92468 1134811 1105754 1387214 0 0 X 0 0 0 0 1134811 1105754 1134811 1105754 1134811 1105754 1134811 -29057 0 1105754 0 1105754 CREDIT SUISSE COMMODITY RETURN P 2024-05-17 2024-07-26 38018 41767 -3749 -3749 INVESCO SP 500 EQUAL WEIGHT ETF P 2024-05-16 2024-09-12 14372 13963 409 409 ISHARES CORE US AGGREGATE BOND ETF P 2023-06-08 2024-05-16 2425 2453 -28 -28 ISHARES CORE US AGGREGATE BOND ETF P 2024-07-26 2024-11-25 38463 38339 124 124 ISHARES CORE US AGGREGATE BOND ETF P 2024-09-12 2024-11-25 13807 14210 -403 -403 NIKE INC P 2024-03-28 2024-12-10 2477 3002 -525 -525 ALBEMARLE CORP P 2023-03-08 2024-07-08 1391 3522 -2131 -2131 ALPHABET INC P 2019-03-05 2024-03-28 9039 3439 5600 5600 BANK OF AMERICA CORP P 2021-02-10 2024-07-08 6026 4930 1096 1096 BANK OF AMERICA CORP P 2021-02-10 2024-12-10 1693 1224 469 469 CATERPILLAR INC P 2023-03-08 2024-07-08 7854 5945 1909 1909 DEERE CO P 2023-08-30 2024-12-10 3095 2905 190 190 ISHARES MSCI EAFE VALUE ETF P 2021-01-20 2024-01-02 7714 7267 447 447 ISHARES MSCI EAFE VALUE ETF P 2021-03-09 2024-01-02 2640 2562 78 78 ISHARES CORE US AGGREGATE BOND ETF P 2020-02-21 2024-05-16 9700 11443 -1743 -1743 ISHARES CORE US AGGREGATE BOND ETF P 2020-05-14 2024-05-16 14551 17542 -2991 -2991 ISHARES CORE US AGGREGATE BOND ETF P 2020-12-22 2024-05-16 14551 17702 -3151 -3151 ISHARES CORE US AGGREGATE BOND ETF P 2021-02-25 2024-05-16 9700 11553 -1853 -1853 ISHARES CORE US AGGREGATE BOND ETF P 2021-03-09 2024-05-16 4850 5712 -862 -862 ISHARES CORE US AGGREGATE BOND ETF P 2021-03-09 2024-11-25 6213 7198 -985 -985 ISHARES CORE US AGGREGATE BOND ETF P 2022-06-08 2024-11-25 493 512 -19 -19 ISHARES RUSSELL MID CAP VALUE ETF P 2021-01-15 2024-02-20 3502 2999 503 503 ISHARES RUSSELL MID CAP VALUE ETF P 2021-02-10 2024-02-20 3152 2771 381 381 JP MORGAN CHASE P 2016-07-08 2024-07-08 7789 2353 5436 5436 MICROSOFT CORP P 2004-05-26 2024-02-20 13638 897 12741 12741 SCHWAB US REIT ETF P 2020-02-19 2024-01-02 6661 7677 -1016 -1016 SCHWAB US REIT ETF P 2022-02-08 2024-01-02 7910 9136 -1226 -1226 STEPHENS MID CAP GROWTH P 2021-01-15 2024-02-20 6620 6986 -366 -366 VANGUARD INTL GROWTH FUND P 2015-07-16 2024-01-02 7740 5495 2245 2245 VANGUARD INTL GROWTH FUND P 2015-07-24 2024-01-02 2098 1519 579 579 VERIZON COMMUNICATIONS INC COM P 2023-11-15 2024-12-10 3501 2991 510 510 CAPITAL GAINS DIVIDENDS P 4181 4181 4181 15850 511 0 511 0 511 2803 0 0 0 2803 0 2292 2292 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A YOUNG HEE LOWE 2126287738 49 EAST 78TH STREET 5A NEW YORK NY 10075 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 YOUNG HEE LOWE 49 EAST 78TH STREET APT 5A NEW YORK NY 10075 PRESIDENT 2.00 0 0 0 SUJIN KIM 1000 FIFTH AVENUE NEW YORK NY 10028 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1365444 37962 0 1403406 0 0 1403406 21051 1382355 69118 69118 511 511 68607 0 68607 0 68607 65850 0 65850 68607 47127 0 0 65850 47127 0 0 18723 0 0 0 0 0 0 0 0 49884 0 0 0 YOUNG HEE LOWE X MILAL MISSION INC 214-22 42ND AVE BAYSIDE NY 11361 NONE PUBLIC CHARITABLE PURPOSES. 1000 MOUNT SINAI HEALTH SYSTEM ONE GUSTAVE L LEVY PLACE BOX NEW YORK NY 10029 NONE PUBLIC CHARITABLE PURPOSES 50000 51000 0 14 3 14 42780 14 4181 11669 0 46964 11669 58633 8 SALE OF MARKETABLE SECURITIES TO FUND CHARITABLE DONATIONS. 0 0 0 0 0 0 0 0 0 0 HERTZ HERSON CPA LLP 14850 0 14850 4469.797 PGIM TOTAL RETURN BOND 64856 52922 4413.631 SHARES STONE RIDGE 37798 39546 21 SHARES ABBOTT LABORATORIES 2121 2375 24 SHARES ABBVIE INC 3572 4265 14 SHARES ACCENTURE PLC 3690 4925 80 SHARES ALPHABET INC 4586 15144 31 SHARES AMERICAN TOWER CORP 6072 5686 21 SHARES AMGEN 5413 5473 17 SHARES ANALOG DEVICES 3081 3612 130 SHARES APPLE INC 11824 32555 7374.809 SHARES ARTISAN HIGH INCOME FUND 72707 67111 114 SHARES BANK OF AMERICA 3772 5010 82 SHARES BEST BUY CO INC 6652 7036 3 SHARES BLACKROCK INC 2025 3075 40 SHARES BROADCOM INC 7006 9274 19 SHARES CHEVRON CORP 2778 2752 103 SHARES CISCO SYSTEMS INC 5860 6098 325.347 SHARES CLEARBRIDGE INTERNATIONAL GROWTH 18228 21009 29 SHARES CME GROUP INC 5867 6735 223 SHARES COMCAST CORP CLASS A 8988 8369 30 SHARES CONOCOPHILLIPS 3563 2975 21 SHARES DARDEN RESTAURANTS INC 3044 3920 69 SHARES GILEAD SCIENCES INC 4788 6374 13 SHARES HOME DEPOT 3269 5057 32 SHARES HONEYWELL INTERNATIONAL INC 6336 7228 190 SHARES ISHARE CORE SP 500 ETF 61570 111849 1844 SHARES ISHARE CORE MSCI EMERGING 98674 96294 1416 SHARES ISHARE CORE MSCI EAFE ETF 96957 109567 862 SHARES ISHARE MSCI EAFE VALUE ETF 41217 45229 584 SHARES ISHARE CORE US AGGREGATE BOND ETF 57759 56590 420 SHARES ISHARE RUSSELL MID CAP VALUE ETF 40367 54323 32 SHARES JP MORGAN CHASE 1982 7671 5 SHARES KLA COM 3261 3151 17 SHARES L3HARRIS TECHNOLOGIES INC 3519 3575 10 SHARES LINDE PLC 3871 4187 86 SHARES MAGNA INTERNATIONAL INC 5047 3594 146 SHARES MARATHON PETROLEUM CORP 8253 20367 7 SHARES MASTERCARD INC 2677 3686 43 SHARES MEDTRONIC PLC 4424 3435 6 SHARES META PLATFORMS 2918 3513 136 SHARES MICROSOFT CORP 7704 57324 74 SHARES NEXTERA ENERGY INC 4968 5305 130 SHARES PFIZER INC 4677 3449 47 SHARES PROLOGIS INC 8628 8139 26 SHARES QUALCOMM INC 2950 3994 125 SHARES SCHLUBERGER LTD COM 6232 4793 1940 SHARES SCHWAB US REIT ETF 41000 40856 67 SHARES SPDR GOLD SHARES 10386 16223 56 SHARES STARBUCKS CORP 5568 5110 1450.960 STEPHENS MID CAP GROWTH 45245 55615 20 SHARES TARGET CORP 3454 2704 35 SHARES TEXAS INSTRUMENTS 6146 6563 12 SHARES UNION PACIFIC CORP COM 2642 2736 24 SHARES UNITED PARCEL SERVICE INC 4136 3026 11 SHARES UNITED HEALTH GROUP INC 5413 5564 5776.841 SHARES WESTERN ASSET INCOME 29404 29115 231.213 SHARES VANGUARD INTL GROWTH FUND 16352 23484 337.130 SHARES VANGUARD MID CAP INDEX 54835 110197 694.651 SHARES VANGUARD SMALL CAP INDEX 49449 79996 364 SHARES VANGUARD TOTAL WORLD STOCK 44125 42763 21 SHARES VISA INC 5184 6637 100 SHARES MONDELEZ INTERNATIONAL 7144 5973 61 SHARES MORGAN STANLEY 5298 7669 ADVISORY FEES 18579 18579 0 BANK SERVICE FEE 497 497 0 US EXCISE TAX ON NET INVESTMENT INCOME 2000 2000 0 FOREIGN TAXES PAID 764 764 0