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GOODSTEIN 8458776202 PO BOX 687 MILLBROOK NY 12545 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT GOODSTEIN PO BOX 687 MILLBROOK NY 12545 PRESIDENT 1.00 0 0 0 JEANNE GOODWIN PO BOX 687 MILLBROOK NY 12545 V/P ASST SECY 1.00 0 0 0 ANDREW GOODWIN PO BOX 687 MILLBROOK NY 12545 TREASURER 1.00 0 0 0 GILLIAN GOODWIN PO BOX 687 MILLBROOK NY 12545 V/P SECY 1.00 0 0 0 NONE 0 NONE 0 0 4332595 116355 0 4448950 0 0 4448950 66734 4382216 219111 219111 2399 2399 216712 0 216712 0 216712 219112 0 219112 216712 69250 0 0 219112 69250 0 0 149862 0 0 0 0 0 0 0 0 66850 0 0 0 X ALZHEIMER'S ASSOCIATION 2649 SOUTH ROAD STE 101 POUGHKEEPSIE NY 12601 PUBLIC GENERAL CHARITABLE PURPOSES 2500 BANNERMAN CASTLE TRUST INC PO BOX 843 GLENHAM NY 12527 PUBLIC GENERAL CHARITABLE PURPOSES 15000 BRONCK MUSEUM 90 COUNTY RTE 42 COXSACKIE NY 12051 PUBLIC GENERAL CHARITABLE PURPOSES 5000 CHILDRENS HOME OF POUGHKEEPSIE INC 10 CHILDRENS WAY POUGHKEEPSIE NY 12601 PUBLIC GENERAL CHARITABLE PURPOSES 5000 COVER HOME REPAIR INC 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GENERAL CHARITABLE PURPOSES 10000 THE GEORGE WASHINGTON MASONIC NATIONAL MEMORIAL ASSOCIATION INC 101 CALLAHAN DRIVE ALEXANDRIA VA 22301 PUBLIC GENERAL CHARITABLE PURPOSES 15000 UNIVERSITY OF NEVADA RENO FOUNDATION MORRILL HALL/162 RENO NV 89557 PUBLIC GENERAL CHARITABLE PURPOSES 25000 US PROFESSIONAL SQUASH ASSOC FOUNDATION 221 N LASALLE STSUITE 3700 CHICAGO IL 60601 PUBLIC GENERAL CHARITABLE PURPOSES 8500 VERMONT INSTITUTE OF NATURAL SCIENCE PO BOX 1281 QUECHEE VT 05059 PUBLIC GENERAL CHARITABLE PURPOSES 3000 WEBB DEANE STEVENS MUSEUM 211 MAIN STREET WETHERSFIELD CT 06109 PUBLIC GENERAL CHARITABLE PURPOSES 10000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 PUBLIC GENERAL CHARITABLE PURPOSES 3000 216500 0 14 15267 14 71489 18 88303 0 175059 0 175059 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4950 2475 2475 608 SHS BP PLC ADR 7022 20952 604 SHS BRISTOL MEYERS SQUIBB CO 10042 27240 600 SHS COCA COLA CO 7529 39792 2000 SHS EATON VANCE TAX ADVANTAGED GLOBAL DIV\ INC FD 30220 42260 1000 SHS EXXON MOBIL CORP COM 1860 112750 8504.334 SHS FIDELITY SELECT DEFENSE & AEROSPACE 113762 218561 5348.118 SHS FIDELITY EXTENDED MARKET INDEX FUND 245830 540641 900 SHS IDEX CORP 11568 146484 500 SHS ISHARES TIPS BOND ETF 49513 55610 451.651 SHS JANUS HENDERSON VENTURE (JANVX) D SHARES 31909 39781 1100 SHS JOHNSON&JOHNSON COM 13499 203962 302 SHS MERCK & CO. INC 5780 25347 85 SHS MOTOROLA SOLUTIONS 6363 38870 9859.154 SHS PIMCO HIGH YIELD CLASS A 88306 80451 877 SHS PROCTOR & GAMBLE CO COM 19144 134751 100 SHS S&P MIDCAP 400 ETF 12648 59603 1600 SHS SCHLUMBERGER LIMITED COM 608 54992 2153 SHS SCHWAB US DIVIDEND 58756 58777 7814 SHS SCHWAB US LARGE CAP ETF 190822 205821 1015 SHS CONSUMER STAPLES SELECT SECTOR SPDR FUND 30092 79545 152 SHS SPDR SER S&P DIVIDEND ETF 7469 21287 964 SHS SYSCO CORP 6604 79376 608 SHS VANGUARD SPECIALIZED FUNDS DIV APP ETF 29976 131200 19360.742 SHS VICTORY RS MID CAP GROWTH FUND CLASS A 295618 474532 75 SHS VANGUARD EXTENDED DUR TREAS 12578 5134 710 SHS VANGUARD INTERMED TRM TRSY 49944 42621 1600 SHS INVESCO DB COMMOD IDX 22072 36048 2083 SHS SCHWAB US SMALL CAP 58449 58116 675 SHS SPDR DOW JONES INDL AVERAGE ET UT 73671 313025 5520 SHS SCHWAB US LARGE CAP GROWTH 152530 176143 3804 SHS SCHWAB INTNL EQUITY - SCHF 81953 88557 571.989 SHS BNY MELLON WORLDWIDE GROWTH FUND-CL A 26768 41830 643.172 SHRS AMERICAN GROWTH FUND OF AMERICA CLASS F-1 52156 55930 400 SHRS ISHARES US HOME CONSTRUCTION ETF 50668 42900 832.873 SHRS JANUS HENDERSON GLOBAL TECH & INNOV 55439 63290 185 SHRS ISHARES US TECHNOLOGY 24840 36234 600 SHRS PALANTIR TECHNOLOGIES 22080 109452 5326 SHRS SCHWAB EMERGING MKTS 153865 177729 128 SHRS HOWMET AEROSPACE INC.COM 25004 25117 452 SHRS ISHARES MSCI INDIA INDEX 24991 23531 212 SHRS ISHARES US HOME 25010 22737 110 SHRS SNOWFLAKE INC 25053 24811 635 SHRS SPDR PORTFOLIO S&P 400 ETF 34976 36315 211469 213037 0 0 CORPORATE FILLINGS LLC FEE 125 0 125 BANK CHARGES 12 0 12 FEDERAL EXCISE TAXES 6856 0 0