2026-04-15T10:29:44-05:00 2025-12-31 203819515 LAW OFFICES OF CRAIG BERMAN LLC 307 INTERNATIONAL CIRCLE STE 620 HUNT VALLEY MD 21030 990PF 2025-01-01 874098923 HS FOUNDATION INC HSFO 4103080300 307 INTERNATIONAL CIRCLE 620 HUNT VALLEY MD 21030 CRAIG BERMAN DIRECTOR 4103080300 2026-04-15 1 CRAIG BERMAN P01238857 4103080300 2025 2025-03-06 01:10:19Z X 631392 X X 6 6 27991 27991 34885 107625 34885 62882 62882 0 0 0 9531 9531 0 881 0 0 10412 9531 0 40000 40000 50412 9531 40000 12470 53351 64601 35708 35708 497778 547673 595684 562379 583381 631392 0 0 X 0 0 0 0 562379 583381 562379 583381 562379 583381 562379 12470 8532 583381 0 583381 MORGAN STANLEY 526 LONG TERM P 95896 65073 30823 30823 MORGAN STANLEY 526 SHORT TERM P 7767 7667 100 100 CAPITAL GAINS DIVIDENDS P 3962 3962 3962 34885 742 0 742 0 742 0 0 0 0 0 21 763 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 578450 58180 0 636630 0 0 636630 9549 627081 31354 31354 742 742 30612 0 30612 0 30612 40000 0 40000 30612 0 0 5711 5711 40000 0 0 0 30612 9388 0 0 15099 0 0 0 0 0 0 0 15099 5711 9388 X FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 452770001 NA PC CONTRIBUTION TO 501(C)(3) PUBLIC CHARITY 40000 40000 0 14 6 14 27991 18 34885 0 62882 0 62882 0 0 0 0 0 0 0 0 0 0 712 SHARES COHEN & STEERS QUAL INC RLTY (ROI) AT COST 13970 14140 693 SHARES GABELLI DIV & INC TR (GDV) AT COST 14886 19245 739 SHARES INVESCO S&P 500 HIGH DIV LOW V (SPHD) AT COST 29493 35472 1,046 SHARES INVESCO VARIABLE RATE PREFERRED (VRP) AT COST 24591 25449 550 SHARES JP MORGAN EQUITY PREMIUM INCO (JEPI) AT COST 30018 31482 613 SHARES PACER GBL CASH COWS DIVIDEND (GCOW) AT COST 21125 25268 1,240 SHARES ROYCE DM CAP TRUST INC (RVT) AT COST 17829 19964 1,101 SHARES SPDR PORTFOLIO HIGH YLD BD (SPHY) AT COST 25202 26061 1,099 SHARES SPDR SSGA MULTI ASSET REAL RTN (RLY) AT COST 30541 34564 1,272 SHARES VANECK BDC INCOME ETF (BIZD) AT COST 20811 18037 4248.61 SHARES AB HIGH INCOME ADV (AGDYX) AT COST 28473 30038 1,620.79 SHARES COLUMBIA STRATEGIC INCOME INST (LSIZX) AT COST 33458 34928 11646.261 SHARES FEDERATED HRMS STR VAL DIV IS (SVAIX) AT COST 64795 74420 1,422.159 SHARES GUGGENHEIM MACRO OPPORT I (GIOIX) AT COST 33757 35597 8,958.684 SHARES JANUS HENDERSON GLB EQ INC I (HFQIX) AT COST 54045 65578 8,076.21 SHARES JANUS HENDERSON MLT SEC INC I (JMUIX) AT COST 70434 70990 755 SHARES PROSHARES S&P HIGH INCOME ETF (ISPY) AT COST 34245 34451 UNREALIZED GAIN/LOSS ON CONTRIBUTED SECURITIES 8532 MORGAN STANLEY ADVISORY 9531 9531 0 FOREIGN TAX PAID 472 0 0 EXCISE TAX BASED ON INVESTMENT INCOME 409 0 0