2026-08-04T09:24:31-05:00 2025-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990PF 2025-01-01 311530385 REGO FAMILY FOUNDATION C/O ANTHONY C REGO REGO 4405912743 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 ANTHONY C REGO TREASURER/SECRETARY 2165912743 2026-07-14 1 KIMBERLY A SCOTT P01235000 2163630100 2025 2025-03-06 01:10:19Z X 401410 X X 7551 7551 11164 89373 11164 18715 18715 0 0 0 219 219 0 4339 4239 100 4558 4458 100 0 0 4558 4458 100 14157 14257 14462 66466 66466 141 151 141 141 273119 235123 334803 287732 301730 401410 0 0 X 288008 302165 0 0 -276 -435 287732 301730 287732 301730 287732 14157 0 301889 159 301730 UBS #02824 2025-04-11 2025-06-09 3435 3110 325 325 UBS #02824 2025-12-31 85799 75099 10700 10700 UBS #02824 2025-12-31 139 139 139 11164 198 0 198 0 198 0 0 400 0 400 0 202 202 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A ANTHONY C REGO 2165912743 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANTHONY C REGO 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 PRESIDENT/TREASURER/SECR 1.00 0 0 0 MICHAEL C REGO 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 VICE PRESIDENT 0.00 0 0 0 MATTHEW T REGO 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 VICE PRESIDENT 0.00 0 0 0 SARAH C REGO 19986 BEACH CLIFF BLVD ROCKY RIVER OH 44116 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 329021 12071 141 341233 0 0 341233 5118 336115 16806 16806 198 198 16608 0 16608 0 16608 100 0 100 16608 0 0 2605 15776 312 18693 100 0 0 0 100 0 16508 16508 2185 0 0 0 0 0 0 0 2185 1873 312 X 0 0 14 7551 18 11164 0 18715 0 18715 0 0 0 0 0 0 0 0 0 0 SPDR BLOOMBERG 1-3 27612 27597 SPDR GOLD SHARES 17877 43198 SPDR S&P 500 22818 44325 ISHARES RUSSELL 2000 VALUE ETF 6133 8336 TECHNOLOGY SELECT SECTOR SPDR 2978 13245 ISHARES AEROSPACE 6404 14384 SPDR S&P DIVIDEND 10359 12246 VANGUARD VALUE 9802 14133 FIRST TRUST ENHANCED SHORT MAT 6890 6952 GLOBAL X ARTIFICIAL INTELLIGENCE & TECH 7961 12512 ISHARES US CONSUMER STAPLES 7817 8030 ISHARES MSCI INTL QUALITY 21891 25270 ISHARES EMERGING MARKETS 21944 27909 VANGUARD GROWTH 11195 18051 FIRST TRUST SECURITIES AND INCOME 13828 15143 ISHARES FLEXIBLE INCOME 6949 7071 JANUS HENDERSON MORTGAGED BACK SECURITES 13838 13890 STATE STREET COMMUNICATION SERVICES 6595 8594 STATE STREET UTILITIES 12232 13917 STOCK BASIS ADJUSTMENT 159 INVESTMENT ACCOUNT FEES 4239 4239 0 OHIO FILING FEES 100 0 100 FOREIGN TAXES ON DIVIDENDS 219 219 0