2026-04-08T14:16:10-05:00 2025-12-31 341884125 CBIZ ADVISORS LLC 4722 N 24TH ST STE 300 PHOENIX AZ 85016 990PF 2025-01-01 856300896 WILLIAM HOWARD HADLEY FOUNDATION WILL 6307725377 20950 W GLEN ST BUCKEYE AZ 85396 LARRY DEMARCO TRUSTEE 6307725377 2026-04-02 1 KRISTEN M BASS P01247587 6022646835 2026-04-02 2025 2025-03-06 01:10:19Z X 3107969 X X 113517 113517 44362 49525 44362 157879 157879 49800 24900 24900 4225 1550 2675 2120 0 0 3533 0 0 59678 26450 27575 114380 114380 174058 26450 141955 -16179 131429 4450 8926 8926 445740 32228 32228 2229566 2796815 2796815 270000 270000 270000 2949756 3107969 3107969 0 0 X 2949756 3107969 2949756 3107969 2949756 3107969 2949756 -16179 174392 3107969 0 3107969 LPL FINANCIAL P 2024-09-17 2025-12-02 7517 5163 2354 2354 CAPITAL GAINS DIVIDENDS P 42008 42008 42008 44362 1827 0 1827 1653 174 1080 0 0 0 1080 0 906 906 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 0 1 N/A LARRY DEMARCO 6307725377 20950 W GLEN ST BUCKEYE AZ 85396 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LARRY DEMARCO 20950 W GLEN ST BUCKEYE AZ 85396 TRUSTEE 2.00 49800 0 0 NONE 0 NONE 0 0 2401964 407316 270000 3079280 0 0 3079280 46189 3033091 151655 151655 174 1653 1827 149828 0 149828 0 149828 141955 0 141955 149828 0 0 17244 12013 14140 7987 51384 141955 0 0 0 141955 0 7873 7873 43511 0 0 0 0 0 0 0 43511 9371 12013 14140 7987 X ALZHEIMER'S LA 4221 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90010 NONE PC CHARITABLE DONATION 5000 COMMUNITY PAWS 3942 N KIBBEY COURT BUCKEYE AZ 85396 NONE PC CHARITABLE DONATION 1000 COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80921 NONE PC CHARITABLE DONATION 2000 HELPING OTHERS TOGETHER PO BOX 5424 GOODYEAR AZ 85338 NONE PC CHARITABLE DONATION 6880 JDRF 1391 WARNER AVE SUITE D TUSTIN AZ 85018 NONE PC CHARITABLE DONATION 21000 JEFFERSON MEDICAL UNIVERSITY 125 S 9TH STREET SUITE 600 PHILADELPHIA PA 19107 ALUMNI FOR CARL HADLEY PC CHARITABLE DONATION 15000 LITTLE STAR 174 WATERCOLOR WAY SUITE 103 SANTA ROSA BEACH FL 32459 NONE PC CHARITABLE DONATION 5000 MAKE A WISH 2901 N 78TH STREET SCOTTSDALE AZ 85251 NONE PC CHARITABLE DONATION 5000 MARY'S TABLE PO BOX 7563 SAN BERNARDINO CA 92411 NONE PC CHARITABLE DONATION 7500 REDLANDS BOWL 168 S EUREKA STREET REDLANDS CA 92373 NONE PC CHARITABLE DONATION 5000 SEEDS FOR AUTISM 3420 S 7TH STREET PHOENIX AZ 85040 NONE PC CHARITABLE DONATION 5000 SHRINERS 2900 ROCKY POINT DRIVE TAMPA FL 33607 NONE PC CHARITABLE DONATION 5000 ST JUDE'S 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC CHARITABLE DONATION 5000 TIME FOR CHANGE PO BOX 25040 SAN BERNARDINO CA 92406 NONE PC CHARITABLE DONATION 5000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 NONE PC CHARITABLE DONATION 5000 TUNNEL FOR TOWERS 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC CHARITABLE DONATION 7500 WEST VALLEY YOUTH MTB CLUB 20950 W GLEN ST BUCKEYE AZ 85396 NONE PC CHARITABLE DONATION 3500 YMCA 500 EAST CITRUS AVENUE REDLANDS CA 92373 NONE PC CHARITABLE DONATION 5000 114380 0 14 113517 18 44362 0 157879 0 157879 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4225 1550 2675 14,400 SHARES EATON VANCE LTD DURATION INCOME COM (EVV) 142704 142704 19,955 SHARES EATON VANCE RISK-MANAGED DIVER COM (ETJ) 176003 176003 9,050 SHARES EATON VANCE TAX-MANAGED BUY-W COM (ETV) 129958 129958 14,750 SHARES EATON VANCE TAX-MANAGED GLOBAL COM (ETW) 135995 135995 17,200 SHARES EATON VANCE TAX-MANAGED GLOBAL COM (EXG) 163916 163916 640 SHARES INTERNATIONAL BUS MACH CORP (IBM) 189575 189575 8,770 SHARES PFIZER INC. (PFE) 218373 218373 16,360 SHARES PIMCO STRATEGIC INCOME FD COM (RCS) 91125 91125 1,700 SHARES SHELL, PLC (SHEL) 124916 124916 18,750 SHARES VERIZON COMMUNICATIONS (VZ) 763688 763688 1,980 SHARES DOLLAR TREE (DLTR) 243560 243560 10,000 SHARES BLACKROCK SCIENCE & TECHNOLOGY TERM TRUST II (BSTZ) 226100 226100 190,902 SHARES JPMORGAN US GOVT MONEY MARKET PREMIER 190902 190902 CRYPTO CURRENCY 270000 270000 270000 PORTFOLIO BOOK/TAX TIMING DIFFERENCES 3533 0 0 UNREALIZED GAINS/LOSSES 174392 FEDERAL INCOME TAXES 2120 0 0