2026-06-09T07:39:02-05:00 2025-12-31 934906995 BGBC ADVISORY LLC 135 N PENNSYLVANIA STREET STE 2600 INDIANAPOLIS IN 46204 990PF 2025-01-01 832343980 THE STEVEN J CAGE FOUNDATION INC STEV 3179683588 11774 TECHNOLOGY DR FISHERS IN 46038 STEVEN J CAGE PRESIDENT 3179683588 2026-06-01 1 RICHARD L SMITH P01320778 3176334700 2026-06-01 2025 2025-03-06 01:10:19Z X 649881 X 268616 1651 1651 760418 760418 760418 1030685 762069 0 0 0 10748 5374 5374 12000 12000 0 668 668 0 23416 18042 5374 433333 433333 456749 18042 438707 573936 744027 88 1189 1189 70912 643747 648692 71000 644936 649881 0 0 X 0 0 0 0 71000 644936 71000 644936 71000 644936 71000 573936 0 644936 0 644936 BERNSTEIN LT NONCOVERED P 2020-01-01 760418 760418 760418 760418 10342 0 10342 0 10342 5048 0 10000 0 15048 X 161 4545 4545 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 1 0 0 1 N/A BGBC ADVISORY LLC 3176334700 135 N PENNSYLVANIA ST STE 2600 INDIANAPOLIS IN 46204 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN J CAGE 11774 TECHNOLOGY DRIVE FISHERS IN 46038 PRESIDENT 1.00 0 0 0 DWAYNE ISAACS 2700 MARKET TOWER 10 WEST MARKET STREET INDIANAPOLIS IN 46204 VICE PRESIDENT 1.00 0 0 0 STEVEN A EICHENBERGER 135 N PENNSYLVANIA ST SUITE 2600 INDIANAPOLIS IN 46204 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 97825 53 0 97878 0 0 97878 1468 96410 4821 4821 10342 10342 0 0 0 0 0 438707 0 438707 0 0 0 541860 471538 825079 811887 837196 3487560 438707 0 0 0 0 438707 0 0 3926267 0 0 0 0 0 0 541860 3384407 471538 825079 811887 837196 438707 X BERRY COLLEGE 2277 MARTHA BERRY HWY NW MT BERRY GA 30149 N/A PC MISCELLANOUS DONATION 433333 433333 0 14 1651 18 760418 0 762069 0 762069 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN J CAGE PO BOX 514 FISHERS IN 46038 268616 X 1 SHARES OF VARIOUS PUBLIC COMPANIES 268616 2025-12-31 ACCOUNTING FEES 10748 5374 5374 BERNSTEIN BROKERAGE STATEMENT AT COST 643747 648692 INVESTMENT MANAGEMENT FEES 105 105 0 OTHER PORTFOLIO LOSSES 563 563 0 STEVEN J CAGE PO BOX 514 FISHERS IN 46038 FEDERAL EXCISE TAX 12000 12000 0