2026-03-05T08:19:23-06:00 2025-04-30 134986540 Carter Ledyard & Milburn LLP 28 Liberty St New York NY 10005 990PF 2024-05-01 137111098 The Mitchell & Elaine Yanow Charitable Trust MITC 2127323200 co Carter Ledyard 28 Liberty St New York NY 10005 Barbara Lichtenstein Trustee 2127323200 2026-03-05 1 1 Denise A Dixon P01374700 2127323200 2024 2025-03-06 01:10:19Z X 1859886 X X 15 15 41330 41330 48128 202981 48128 89473 89473 0 0 0 8228 8228 0 780 1094 0 9008 9322 0 87000 87000 96008 9322 87000 -6535 80151 468202 403420 404020 858838 881123 1335783 78464 119214 120083 1405504 1403757 1859886 0 0 X 1405504 1403757 0 0 0 0 1405504 1403757 1405504 1403757 1405504 -6535 4788 1403757 0 1403757 273 units iShares Tr Russell 2000 P 2023-12-11 2024-07-18 60231 51111 9120 9120 491 units Materials Select Sector Spdr Fund P 2020-10-13 2024-07-18 44884 32326 12558 12558 655 units Materials Select Sector Spdr Fund P 2020-11-03 2024-07-18 59876 43452 16424 16424 384 units Sector Spdr Consmrs Stpl P 2021-08-20 2024-07-18 30283 27952 2331 2331 .50 unit Millrose Properties, Inc. P 2025-03-21 13 12 1 1 Capital Gains Dividends P 7694 7694 7694 48128 1114 0 1114 0 1114 1069 0 0 0 1069 X 0 45 0 0 0 0 0 0 0 0 0 0 1 1 MO 1 0 0 0 0 1 N/A Barbara Lichtenstein 5138715379 2770 Observatory Ave 302 Cincinnati OH 45208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Dr Caryl E Yanow 55 Church Lane Scarsdale NY 10583 Trustee 1.00 0 0 0 Barbara Lichtenstein 2770 Observatory Ave 302 Cincinnati OH 45208 Trustee 1.00 0 0 0 Robert A Ouimette 1155 Park Ave Apt 2NW New York NY 10128 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 1481329 465081 0 1946410 0 0 1946410 29196 1917214 95861 95861 1114 1114 94747 0 94747 0 94747 87000 0 87000 94747 85763 0 0 87000 85763 0 0 1237 0 0 0 0 0 0 0 0 93510 0 0 0 X American Jewish Joint Distribution Committee 220 East 42nd Street Suite 400 New York NY 10017 None NC General purposes 5000 Brigham and Women's Hospital 116 Huntington Ave 3rd Floor Boston MA 02116 None NC General purposes 5000 The Calhoun School Inc 433 West End Avenue New York NY 10024 None NC General purposes 10750 Columbia University 622 West 113th Street New York NY 10025 None NC Scholarship, HPM, Part-time MHA - For Columbia Mailman School of Public Health 10000 Conquer Cancer PO Box 1455 Charlotte NC 282019800 None NC Cliff Hudis, MD Discretionary Fund 1500 Feeding America Foundation 161 North Clark St Ste 700 Chicago IL 60601 None NC General purposes 500 Hackley School 293 Benedict Avenue Tarrytown NY 10591 None NC The Hudson Scholars Endowment Fund 1000 Icahn School of Medicine at Mt Sinai 1468 Madison Avenue New York NY 10029 None NC Ronald Hoffman, MD Discretionary Fund, Mt. Sinai School 5000 University of California San Francisco (UCSF) Foundation PO Box 45339 San Francisco CA 94145 None NC Dr. Laura Esserman Discretionary Fund 1500 Washington University in St Louis Medical Advancement 7425 Forsyth Blvd MSC 1085-414-02 St Louis MO 63105 None NC Dr. Mitchell and Elaine Yanow Scholarship Fund 10000 Yale University PO Box 208028 New Haven CT 065208028 None NC Eric Winer, MD Discretionary Fund 1500 The Harvard Lampoon Trust PO Box 380308 Cambridge MA 02238 None NC General purposes 3000 John Burroughs School 755 South Price Road St Louis MO 63124 None NC The Drey Land Fund 9000 The Dalton School Inc 108 East 89th Street New York NY 10128 None NC General purposes 750 Jewish Federation of St Louis 12 Millstone Campus Drive St Louis MO 63146 None NC General purposes 1000 League of Women Voters of Metro St Louis 8706 Manchester Road Suite 104 St Louis MO 63144 None NC General purposes 5000 Pleasant Valley Free Library 1584 Main Street Pleasant Valley NY 12569 None NC General purposes 5000 Harvard College Fund c/o NBT Bank NA 52 S Broad St Norwich NY 13815 None NC Class of '80 5000 Sweet Cheeks Diaper Bank 1146 Bank Street Cincinnati OH 45214 None NC General purposes 1000 Beatrix Farrand Garden Association PO Box 315 Hyde Park NY 12538 None NC General purposes 2500 The Young Center for Immigrant Children's Rights PO Box 2417 Chicago IL 60690 None NC General purposes 3000 87000 0 14 15 14 41330 18 48128 0 89473 0 89473 0 0 0 0 0 0 0 0 0 0 Fixed Income 119214 120083 Corporate Stock 881123 1335783 Basis adjustment 4788 Miller Investment Management management fees 7256 7256 0 Bank of America custody fees 972 972 0 Estimated excise tax payment (less refund) 780 780 0 Foreign tax paid 0 314 0