2026-03-30T07:26:51-07:00 2025-12-31 431849238 Wright Criscione & Co LLC 2388 Schuetz Rd Ste B63 St Louis MO 63146 990PF 2025-01-01 266700274 BURSTEIN CHARITABLE FOUNDATION BURS 9175393985 10 WEST 15TH STREET 612 NEW YORK NY 10011 NANCY BURSTEIN Trustee 2026-03-30 true DOUGLAS G SAYE P02067690 3148780212 2025 2025-03-06 01:10:19Z X 1093865 X 40000 54227 54227 28887 141435 28887 123114 83114 1796 1796 2250 2250 1272 1272 353 353 5671 5671 0 53448 53448 59119 5671 53448 63995 77443 22268 11939 11939 1041243 1117059 1081926 1063511 1128998 1093865 1492 1492 X 1063511 1127506 1063511 1127506 1063511 1128998 1063511 63995 1127506 1127506 GUGGENHEIM FIXED INV TRUST P 2025-01-27 2025-10-02 76 76 307 SH GUGGENHEIM ARK EARLY STG DISRUPT P 2023-08-04 2025-05-05 2909 3318 -409 -409 920 SH GUGGENHEIM STRATEGIC INC P 2023-07-07 2025-07-07 9212 8323 889 889 3327 SH GUGGENHEIM STRATEGIC INC PORT P 2023-01-19 2025-01-13 33546 31846 1700 1700 2204.253 SH FIRST TRUST VIRTUAL ECON P 2025-06-25 2025-08-11 31895 30210 1685 1685 1689.846 SH FIRST TRUST CLEAN ENERGY PORT P 2024-06-06 2025-10-23 23038 16970 6068 6068 1149.522 SH SMARTTRUST HEALTHCARE INNOV P 2023-05-05 2025-05-01 10566 9819 747 747 1195 SH SMARTTRUST PORT OF CLOSED END FUND P 2024-01-22 2025-12-17 12446 11986 460 460 Capital Gain Dividends 17747 28887 1076 1076 1076 2640 2640 1564 1564 false false false false false false false true true true false false false false true N/A NANCY BURSTEIN 9175393985 10 W 15TH ST 612 NEW YORK NY 10011 false false false false false false false false false false false false false false false false false false false false false false NANCY C BURSTEIN 10 W 15TH ST NO 612 NEW YORK NY 10011 Trustee 1.00 0 SANFORD C BURSTEIN 36 GREENWOOD AVE WEST ORANGE NJ 07052 Trustee 1.00 0 STEPHEN S BURSTEIN ROOSEVELT RD SEC 2LN 889F TAIPEI TAIPEI TW 100 Trustee 1.00 0 NONE NONE 1042911 18734 0 1061645 0 1061645 15925 1045720 52286 52286 1076 1076 51210 51210 51210 53448 53448 51210 5326 6243 11569 53448 0 51210 2238 13807 0 5326 8481 6243 2238 NANCY C BURSTEIN SANFORD C BURSTEIN STEPHEN S BURSTEIN X TORONTO METROPOLITAN UNIV HILLEL 415 YOUNGE ST TORONTO TORONTO CA PC GENERAL 1000 HILLELS OF FL SUNCOAST 13101 USF SYCAMORE DR TAMPA FL 33620 PC GENERAL 1500 CFBNJ FEED THE CHILDREN 31 EVANS TERMINAL HILLSIDE NJ 07205 PC GENERAL 1000 SAGE ELDERCARE 290 BROAD ST SUMMIT NJ 07901 PC GENERAL 1000 MAKE-A-WISH 1702 E HIGHLAND AVE STE 400 PHOENIX AZ 85016 PC GENERAL 1000 STAND WITH US 1801 W OLYMPIC BLVD PASADENA CA 91199 PC GENERAL 1000 HIMALAYAN CATARACT PROJECT PO BOX 55 WATERBURY VT 05676 PC GENERAL 5000 ARTS COUNCIL OF MONGOLIA 2025 23RD AVE EAST SEATTLE WA 98112 PC GENERAL 4848 NORTHWESTERN UNIVERSITY HILLEL 629 FOSTER ST EVANSTON IL 60201 PC GENERAL 3000 DENNIS CONSERVANCY LAND TRUST PO BOX 67 EAST DENNIS MA 02641 PC GENERAL 1500 LITERACY PARTNERS 75 MAIDEN LN STE 1102 NEW YORK NY 10038 PC GENERAL 6100 B'NAI ISRAEL SYNAGOGUE 618 MYNSTER ST COUNCIL BLUFFS IA 51503 PC GENERAL 1000 KOL RINAH SYNAGOGUE 7701 MARYLAND AVE ST LOUIS MO 63105 PC GENERAL 3000 MT PLEASANT ANIMAL SHELTER 194 ROUTE 10 WEST EAST HANOVER NJ 07936 PC GENERAL 1000 BARNYARD SANCTUARY PO BOX 167 BLAIRSTOWN NJ 07925 PC GENERAL 1000 WORLD JEWISH CONGRESS 501 MADISON AVE NEW YORK NY 10022 PC GENERAL 1000 AFRICAN PARKS FOUNDATION 2020 PENNSYLVANIA AVE NW WASHINGTON DC 20006 PC GENERAL 5000 OCEAN CONSERVANCY 1300 19TH ST NW 8TH FLR WASHINGTON DC 20036 PC GENERAL 500 MAGEN DAVID ADOM 20 W 36TH ST STE 1100 NEW YORK NY 10018 PC GENERAL 1000 HILLEL INTERNATIONAL 800 EIGHT ST NW WASHINGTON DC 20001 PC GENERAL 1000 ASPCA PO BOX 96929 WASHINGTON DC 20090 PC GENERAL 1000 PRAGER UNIVERSITY PO BOX 1200 MERRIFIELD VA 22116 PC GENERAL 1000 FOREST HILLS FRIENDS 352 HIGHLAND AVE NEWARK NJ 07104 PC GENERAL 1000 WILMOT CANCER INSTITUTE 601 ELMWOOD AVE ROCHESTER NY 14642 PC GENERAL 5000 UJA FEDERATION NEW YORK 130 E 59TH ST NEW YORK NY 10022 PC GENERAL 2000 ANTI-DEFAMATION LEAGUE PO BOX 4495 NEW YORK NY 10163 PC GENERAL 2000 53448 14 54227 18 28887 83114 83114 false false false false false false false false false false X X 1 NANCY BURSTEIN 10 WEST 15TH ST NEW YORK NY 10011 40000 X 1 GUGGENHEIM DV STRENGTH PORTFOLIO, SERIES 58 40000 2025-11-07 GUGGENHEIM ARK EARLY STG DISRUPT AT COST GUGGENHEIM STRATEGIC INC PORT S118 AT COST GUGGENHEIM STRATEGIC INC PORT S117 AT COST FIRST TRUST CLEAN ENERGY S10 AT COST SMARTTRUST HEALTHCARE INNOV AT COST GUGGENHHEIM S120C 40178A745 AT COST 112921 110517 INVESCO 2024-3 46143C724 AT COST 27443 24019 INVESCO 2024-4 46151C541 AT COST 142555 125251 GUGGENHEIM S55 40178C709 AT COST 188792 193275 ADVISORS PORT 2024-2 00782N343 AT COST 7677 7685 FIRST TRUST PORT VIRT ECON S10 AT COST GUGGENHEIM S120R 40178A752 AT COST 38790 38074 SMARTTRUST S35 83206R181 AT COST 28425 28529 FIRST TRUST S82 30337K601 AT COST 125018 117889 SMARTTURST PORT OF C-E FUND S33 AT COST ADVISORS 2024-3 00782M147 AT COST 12235 11964 SMARTTRUST S36 83207T343 AT COST 33964 33551 AAM TACT INC 2024-1 00782D485 AT COST 15110 16146 ADVISORS DEV 2024-1 00782H189 AT COST 116883 102849 FIRST TRUST S101 30338U640 AT COST 31480 29473 GUGGENHEIM S27 40177X845 AT COST 29423 32568 GUGGENHEIM S27R 40177X852 AT COST 12232 13122 FIRST TRUST S108 30342K216 AT COST 13256 12804 SMARTTRUST S39 83208C745 AT COST 12447 12530 GUGGENHEIM S29 40178H286 AT COST 14994 15569 GUGGENHEIM S29 40178H294 AT COST 3077 3299 GUGGENHEIM S120 40178F439 AT COST 58531 56769 SMARTTRUST HEALTH S5 83207W718 AT COST 10585 15167 GUGGENHEIM S58 40178J597 AT COST 40114 41622 FIRST TRUST S14 30340U638 AT COST 31890 30152 GUGGENHEIM S122 40178J662 AT COST 9217 9102 LEGAL FEES 1796 1796 0 0 CREDIT CARD FEES 353 353 CREDIT CARD PAYABLE 1492 TAX PREPARATION 2250 2250 0 0