2026-09-10T10:38:04-05:00 2026-05-31 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990PF 2025-06-01 226384497 MARGARET & DANIEL RANZMAN FOUNDATION INC MARG 9734726250 CO SAX 389 INTERPACE PARKWAY STE PARSIPPANY NJ 07054 MARGARET KUO RANZMAN PRESIDENT 9734726250 2026-09-09 1 JOSEPH J BULGER P01366942 9734726250 2026-09-07 2025 X 4673793 X 2255735 915 915 97632 97632 215273 2026120 215273 2569555 313820 0 0 0 0 0 6000 3000 0 3000 5357 0 0 0 3310 2207 0 1103 14667 5207 0 4103 200000 200000 214667 5207 0 204103 2354888 308613 0 45643 24946 24946 703364 1465182 1465029 77774 153869 153986 458503 1807580 2420695 589478 603132 609137 1874762 4054709 4673793 0 0 X 1874762 4054709 0 0 0 0 1874762 4054709 1874762 4054709 1874762 2354888 0 4229650 174941 4054709 296 SHS MICROSOFT CORP D 2023-01-01 2025-06-30 147037 47629 99408 99408 1,120 SHS LAM RESEARCH CORP D 2023-01-01 2025-06-30 108657 33165 75492 75492 1,549,504.78 SHS JPM PRIME MMF P 2025-01-01 2025-12-31 1549967 1550116 -149 -149 34.59 SHS FIDELITY 500 INDEX FUND P 2025-01-01 2025-06-05 7149 6234 915 915 154.198 SHS FIDELITY 500 INDEX FUND P 2023-01-01 2025-06-24 32711 15439 17272 17272 3,948.247 SHS BLACKROCK HIGH YIELD P 2023-01-01 2025-10-09 28506 27930 576 576 129 SHS VANGUARD INT-TERM CORPORATE P 2025-01-01 2025-10-09 10804 10515 289 289 597 SHS VANGUARD MORTGAGE BACK SEC P 2023-01-01 2025-10-09 27991 28432 -441 -441 88 SHS VANGUARD MORTGAGE BACKED SEC P 2023-01-01 2025-10-09 4122 4191 -69 -69 63 SHS STATE STREET ENERGY SELECT SEC P 2023-01-01 2026-03-30 3903 2235 1668 1668 47 SHS STATE STREET FINANCIAL SELECT P 2026-01-01 2026-03-30 2273 2424 -151 -151 56 SHS VANGUARD TOTAL BOND MARKET P 2023-01-01 2026-03-30 4114 4196 -82 -82 7 SHS VANGUARD INFO TECH P 2026-01-01 2026-03-30 4681 5228 -547 -547 55 SHS STATE STREET CONSUMER DISCRETI P 2023-01-01 2026-03-30 5810 5756 54 54 26 SHS STATE STREET COMMUNICATION P 2023-01-01 2026-03-30 2807 1475 1332 1332 158.243 SHS FIDELITY 500 INDEX FUND P 2026-01-01 2026-05-14 41275 34964 6311 6311 254 SHS VANGUARD INFO TECH ETF P 2026-01-01 2026-05-14 29256 18844 10412 10412 154 SHS STATE STREET FINANCIAL SELECT P 2023-01-01 2026-05-27 7916 5652 2264 2264 48 SHS STATE STREET HEALTH CARE SELECT P 2026-01-01 2026-05-27 7141 6422 719 719 215273 17799 4290 0 4290 0 4290 3500 0 0 0 3500 0 790 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A SAX ADVISORS LLC 9734726250 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET KUO RANZMAN 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 PRESIDENT 5.00 0 0 0 GARY LEE HOLCOMB 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 OFFICER 5.00 0 0 0 EMMALINE KUO RANZMAN 1180 PONCE DE LEON BLVD - SUITE 601 CLEARWATER FL 33756 OFFICER 5.00 0 0 0 NONE 0 NONE 0 0 2034720 1561674 0 3596394 0 0 3596394 53946 3542448 177122 177122 4290 4290 172832 0 172832 0 172832 204103 0 204103 172832 0 0 18608 18608 204103 0 0 0 172832 31271 0 0 49879 0 0 0 0 0 0 0 49879 18608 31271 MARGARET KUO RANZMAN X NO MATTER WHAT 1261 S FORT HARRISON AVE CLEARWATER FL 33756 PC GENERAL SUPPORT 1000 MORTON PLANT MEASE HEALTH CARE FOUNDATION 2536 COUNTRYSIDE BLVD CLEARWATER FL 33763 PC GENERAL SUPPORT 51000 BUILDING MUFASAS 1645 SEMINOLE BLVD LARGO FL 33778 PC GENERAL SUPPORT 5000 NEW YORK PRESBYTERIAN 850 THIRD AVENUE NEW YORK NY 10022 PC GENERAL SUPPORT 142000 PA-AUK TAWYA BUDDHA-DHAMMA-DPAKA MEDITATION CENTRE 32079 POWER LINE RD BROOKSVILLE FL 34602 PC GENERAL SUPPORT 1000 200000 0 14 915 14 97632 18 215273 0 313820 0 313820 0 0 0 0 0 0 0 0 0 0 X X 1 MARGARET KUO RANZMAN 1180 PONCE DELEON BLVD CLEARWATER FL 33756 108870 X 2 MARGARET KUO RANZMAN 1180 PONCE DELEON BLVD CLEARWATER FL 33756 146865 X 3 MARGARET KUO RANZMAN 1180 PONCE DELEON BLVD CLEARWATER FL 33756 2000000 X 1 1,120 SHS LAM RESEARCH CORP 108870 2025-06-27 2 296 SHS MICROSOFT CORP 146865 2025-06-27 TAX PREP AND ADVISORY FEES 6000 3000 0 3000 BLCKRCK HI YLD BND PORT-K 34147 36158 PIMCO INCOME FUND-INS 15455 15841 VANGUARD INT-TERM CORPORATE 103360 108699 VANGUARD MORTGAGE BACKED SEC 135089 136039 VANGUARD TOTAL BOND MKT 310780 308091 PIMCO SHORT-TERM FUND-INST 4301 4309 STATE STREET COMM SERV SELECT SECTOR SPDR 17412 35517 STATE STREET CONSUMER DISCRETIONARY SELT 22761 37591 STATE STREET CONSUMER STAPLES SPDR 16124 17660 STATE STREET ENERGY SELECT SECTOR SPDR 12236 17619 FIDELITY 500 INDEX FUND 254762 679016 STATE STREET FINANCIAL SELECT SECTOR SPDR 28362 45287 STATE STREET HEALTH CARE SELECT SECTOR 32060 36620 STATE STREET INDUSTRIAL SELECT SECT SPDR 16296 29432 VANGUARD INFO TECH ETF 49734 144546 STATE STREET UTILITIES SELECT 7833 8529 US LARGE CAP EQUITY - JPM 0003 675000 686273 US SMALL CAP EQUITY - JPM 0003 225000 232245 EUROPEAN LARGE CAP EQUITY - JPM 0003 225000 225360 EMERGING MARKET EQUITY - JPM 0003 225000 225000 153869 153986 0 0 EXCESS OF FMV OVER DONOR'S COST BASIS 174941 JPMORGAN ADVISORY FEES 3310 2207 0 1103 FEDL TAX - Q1 ESTIMATE FYE 5/31/26 3500 0 0 0 FEDL TAX - BALANCE DUE FYE 5/31/25 1857 0 0 0