2025-04-24T14:34:55-05:00 2024-12-31 203819515 LAW OFFICES OF CRAIG BERMAN LLC 307 INTERNATIONAL CIRCLE STE 620 HUNT VALLEY MD 21030 990PF 2024-01-01 874098923 HS FOUNDATION INC HSFO 4103080300 307 INTERNATIONAL CIRCLE 620 HUNT VALLEY MD 21030 CRAIG BERMAN DIRECTOR 4103080300 2025-04-24 1 0 CRAIG BERMAN P01238857 4103080300 2024 2025-03-06 01:10:19Z X 616298 X 616025 9 9 25096 25096 13267 211566 13267 654397 38372 0 0 0 8491 8491 0 439 439 0 8930 8930 0 40000 40000 48930 8930 40000 605467 29442 64601 64601 0 497778 551697 0 562379 616298 0 0 X 0 0 0 0 0 562379 0 562379 0 562379 0 605467 0 605467 43088 562379 MORGAN STANLEY 526 SHORT TERM P 180887 182937 -2050 -2050 MORGAN STANLEY 526 LONG TERM P 26865 15362 11503 11503 CAPITAL GAINS DIVIDENDS P 3814 3814 3814 13267 409 0 409 0 409 0 0 0 0 0 0 409 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 1 1 NONE CRAIG BERMAN 4103080300 307 INTERNATIONAL CIRCLE STE 620 HUNT VALLEY MD 21030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CRAIG BERMAN 307 INTERNATIONAL CIRCLE SUITE 620 HUNT VALLEY MD 21030 DIRECTOR 0.60 0 0 0 NONE 0 NONE 0 0 596412 108106 0 704518 0 0 704518 10568 693950 34698 34698 409 409 34289 0 34289 0 34289 40000 0 40000 34289 0 0 0 40000 0 0 0 34289 5711 0 0 5711 0 0 0 0 0 0 0 5711 5711 X FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 452770001 NA PUBLIC CHARITY CONTRIBUTION TO 501(C)(3) PUBLIC CHARITY 40000 40000 0 14 9 14 25096 18 13267 0 38372 0 38372 0 0 0 0 0 0 0 0 0 0 X X 1 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 28594 X X 2 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 3876 X X 3 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 944 X X 4 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 16141 X X 5 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 68328 X X 6 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 35698 X X 7 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 32686 X X 8 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 28505 X X 9 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 33694 X X 10 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 17754 X X 11 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 7149 X X 12 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 482 X X 13 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 1543 X X 14 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 68437 X X 15 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 2816 X X 16 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 33056 X X 17 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 1590 X X 18 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 937 X X 19 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 3265 X X 20 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 2119 X X 21 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 402 X X 22 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 50675 X X 23 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 638 X X 24 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 17499 X X 25 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 22109 X X 26 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 34869 X X 27 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 4061 X X 28 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 21949 X X 29 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 1119 X X 30 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 28820 X X 31 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 28863 X X 32 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 897 X X 33 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 337 X X 34 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 380 X X 35 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 829 X X 36 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 1061 X X 37 HOWARD SCHWARZMAN REVOCABLE TRUST 307 INTERNATIONAL CIRCLE STE 307 HUNT VALLEY MD 21030 13903 X 1 4,150.088 SHARES AB HIGH INCOME ADV 28594 2024-02-12 2 444.502 SHARES ABBETT TOTAL RETURN I 3876 2024-02-12 3 65.906 CALAMOS MARKET NEUTRAL INC I 944 2024-02-12 4 1,369 SHARES COHEN & STEERS QUAL INC RLTY 16141 2024-02-12 5 3,221.491 SHARES COLUMBIA STRATEGIC INC INST 68328 2024-02-12 6 26,664 SHARES EATON VANCE TAX MG BY-WR 35698 2024-02-12 7 6,109.497 SHARES FEDERATED HRMS STR VAL DIV IS 32686 2024-02-12 8 699 SHARES FLEXSHARES HIGH YIELD VALUE 28505 2024-02-12 9 2,178 SHARES FT TR ETF MULTI-ASSET DVRS INC 33694 2024-02-12 10 799 SHARES GABELLI DIV & INC TR 17754 2024-02-12 11 182 SHARES GENERAL MTRS CO 7149 2024-02-12 12 27 SHARES GLOBAL X NASD 100 COV CALL 482 2024-02-12 13 161.23 SHARES GOLDMAN SACHS ABSLT RET TRCK I 1543 2024-02-12 14 2,822.151 SHARES GUGGENHEIM MACRO OPPORT I 68437 2024-02-12 15 116.143 SHARES GUGGENHEIM MACRO OPPORT I 2816 2024-02-12 16 791 SHARES INVESCO S&P 500 HIGH DIV LOW V 33056 2024-02-12 17 18 SHARES INVESCO S&P 500 REVENUE ETF 1590 2024-02-12 18 8 SHARES ISHARES RUSSELL MIDCAP V ETF 937 2024-02-12 19 40 SHARES ISHARES S&P 500 GRWTH ETH 3265 2024-02-12 20 12 SHARES ISHARES S&P 500 VAL ETF 2119 2024-02-12 21 4 SHARES ISHARES S&P SMLL-CAP 600 V ETF 402 2024-02-12 22 8,403.857 SHARES JANUS HENDERSON CLB EQ INC I 50675 2024-02-12 23 14.764 SHARES JANUS HENDERSON OVERSEAS I 638 2024-02-12 24 1,192 SHARES ROYCE VALUE TRUST INC 17499 2024-02-12 25 1,369 SHARES VANECK BDC INCOME ETF 22109 2024-02-12 26 621 SHARES JPMORGAN EQUITY PREMIUM INCO 34869 2024-02-12 27 460.406 SHARES NEUBERGER BERMAN CORE BD INST 4061 2024-02-12 28 655 SHARES PACER GBL CASH COWS DIVIDEND 21949 2024-02-12 29 36.871 SHARES PGIM JEN INTL OPPORTUNITIES Z 1119 2024-02-12 30 3,227.277 SHARES PRINCIPAL SPC PRF&CP SEC INC I 28820 2024-02-12 31 1,639 SHARES VANECKPREF SEC X-FINANCIALS 28863 2024-02-12 32 4 SHARES VANGUARD MIDCAP GROWTH ETF 897 2024-02-12 33 4 SHARES VANGUARD RUSSELL 1000 GROWTH 337 2024-02-12 34 2 SHARES VANGUARD RUSSELL 2000 GROWTH 380 2024-02-12 35 19 SHARES VICTORYSHARES US MIN VOL ETF 829 2024-02-12 36 WCM FOCUSED INTL GRWTH INST 1061 2024-02-12 712 SHARES COHEN & STEERS QUAL INC RLTY (ROI) AT COST 13970 14881 2,332 SHARES EATON & VANCE TAX MG BY-WR (ETB) AT COST 7401 34830 693 SHARES GABELLI DIV & INC TR (GDV) AT COST 14886 16736 739 SHARES INVESCO S&P 500 HIGH DIV LOW V (SPHD) AT COST 29493 35701 1,046 SHARES INVESCO VARIABLE RATE PREFERRED (VRP) AT COST 24591 25303 550 SHARES JP MORGAN EQUITY PREMIUM INCO (JEPI) AT COST 30018 31642 613 SHARES PACER GBL CASH COWS DIVIDEND (GCOW) AT COST 21125 20683 1,133 SHARES ROYCE DM CAP TRUST INC (RVT) AT COST 16176 17901 1,101 SHARES SPDR PORTFOLIO HIGH YLD BD (SPHY) AT COST 25202 25840 1,099 SHARES SPDR SSGA MULTI ASSET REAL RTN (RLY) AT COST 30541 29695 1,272 SHARES VANECK BDC INCOME ETF (BIZD) AT COST 20824 21153 3,593.19 SHARES FEDERATED HERMES GOVT OBL AVR (GOVXX) AT COST 0 3593 3,957.396 SHARES AB HIGH INCOME ADV (AGDYX) AT COST 26426 27741 3,072.303 SHARES COLUMBIA STRATEGIC INCOME INST (LSIZX) AT COST 63617 65133 10,888.90 SHARES FEDERATED HRMS STR VAL DIV IS (SVAIX) AT COST 60006 64353 2,679.892 SHARES GUGGENHEIM MACRO OPPORT I (GIOIX) AT COST 63765 66113 8,330.356 SHARES JANUS HENDERSON GLB EQ INC I (HFQIX) AT COST 49737 50399 UNREALIZED GAIN/LOSS ON CONTRIBUTED SECURITIES 43088 MORGAN STANLEY ADVISORY 8491 8491 0 FOREIGN TAX PAID 439 439 0