2026-08-25T13:13:48-05:00 2026-04-30 953309779 GURSEY SCHNEIDER LLP 2121 AVENUE OF THE STARS SUITE 1300 LOS ANGELES CA 90067 990PF 2025-05-01 953625640 THE JUDY AND BERNARD BRISKIN FOUNDATION JUDY 3102751144 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 JUDITH BRISKIN TRUSTEE 3102751144 2026-08-20 1 NAZ AFSHAR P00441843 3105520960 2025 2025-03-06 01:10:19Z X 2869139 X X 17682 17682 78291 78291 48146 981803 48146 144119 144119 0 0 0 23705 11852 11853 34208 17104 17104 5941 5941 0 3064 623 0 66918 35520 28957 653000 653000 719918 35520 681957 -575799 108599 53395 42112 42112 14017 19885 19885 2419167 1847790 2373968 435212 433174 433174 2921791 2342961 2869139 0 0 X 501 501 0 0 2921290 2342460 2921791 2342961 2921791 2342961 2921791 -575799 0 2345992 3031 2342961 ISHARES RUSSELL 1000 GROWTH ETF 2023-12-19 2025-09-08 20388 13633 6755 6755 ISHARES S&P 500 INDEX FUND 2023-12-19 2025-09-08 42000 30794 11206 11206 BRISTOL-MYERS SQUIBB COMPANY 5.9% 11/15/2033 2024-01-05 2025-11-20 16532 15981 551 551 CIGNA CORPORATION 4.5% 2/25/26 2024-01-05 2025-12-01 19990 19980 10 10 JP MORGAN CHASE & CO. HYBRID 9/22/27 2024-01-05 2025-12-01 18598 18088 510 510 LOWE'S COMPANIES, INC. 4.8% 4/1/2026 2024-01-05 2025-12-01 8011 7985 26 26 MORGAN STANLEY HYBRID MYN 7/20/2027 2024-01-05 2025-12-01 3934 3828 106 106 PHILIP MORRIS INTERNATIONAL IN 2.75% 2/25/26 2024-01-05 2025-12-01 14952 14927 25 25 US TREASURY NOTE 1.75% 1/31/2029 2024-01-05 2025-12-01 39733 39251 482 482 US TREASURY NOTE 3.875% 1/15/2027 2024-07-19 2025-12-01 14000 13987 13 13 AIR LEASE CORPORATION 2.2% 1/15/2027 2024-01-05 2025-12-03 14671 14499 172 172 VERIZON COMMUNICATIONS INC. 3.0% 3/22/2027 2024-01-05 2025-12-16 16000 15664 336 336 VANGUARD FTSE EMERGING MKTS ETF 2026-01-23 2026-02-13 9691 9539 152 152 STATE STREET SPDR BLOOMBERG HI ETF 2026-01-23 2026-03-06 4713 4795 -82 -82 ISHARES MSCI EAFE ETF 2023-12-19 2026-01-23 7788 5847 1941 1941 ISHARES RUSSELL 1000 VALUE ETF 2023-12-19 2026-01-23 5024 3788 1236 1236 ISHARES RUSSELL 2000 GROWTH ETF 2023-12-19 2026-01-23 11109 7899 3210 3210 ISHARES RUSSELL 2000 VALUE ETF 2023-12-19 2026-01-23 7829 6048 1781 1781 ISHARES S&P 500 INDEX FUND CLASS G 2023-12-19 2026-01-23 39900 27682 12218 12218 XTRACKERS MSCI EAFE HEDGED EQUITY ETF 2023-12-19 2026-01-23 2583 1912 671 671 STATE STREET SPDR BLOOMBERG HI ETF 2023-12-19 2026-03-06 8368 8204 164 164 PHILIP MORRIS INTERNATIONAL IN 2.75% 02/25/2026 SR LIEN 2024-01-05 2026-02-25 7000 7000 0 0 U.S. TREASURY NOTE 0.625000% 08/15/2030 FA OFF THE RUN 2024-10-18 2026-03-06 54269 53694 575 575 U.S. TREASURY NOTE 1.250000% 08/15/2031 FA OFF THE RUN 2024-08-16 2026-03-06 3506 3499 7 7 U.S. TREASURY NOTE 1.750000% 01/31/2029 JJ ON THE RUN 2024-01-05 2026-03-06 79780 78937 843 843 U.S. TREASURY NOTE 3.750000% 10/31/2032 AO ON THE RUN 2025-12-01 2026-03-06 17843 17878 -35 -35 U.S. TREASURY NOTE 3.750000% 11/30/2032 MN ON THE RUN 2025-12-01 2026-03-06 30717 30782 -65 -65 U.S. TREASURY NOTE 4.375000% 07/15/2027 JJ ON THE RUN 2026-01-27 2026-03-06 12126 12127 -1 -1 AMERICAN ELECTRIC POWER 3.2% 11/13/2027 USD SR LIEN 2024-01-05 2026-03-06 8873 8791 82 82 AMGEN INC. 4.05% 08/18/2029 USD SR LIEN 2024-01-05 2026-03-06 5999 5897 102 102 BANK OF AMERICA CORP HYBRID MTN 01/20/2028 USD SER MTN SR LIEN CPN 01/20/17 2024-01-05 2026-03-06 13954 13716 238 238 BHP BILLITON FINANCE (USA) LIM 4.75% 02/28/2028 USD SR LIEN 2024-01-05 2026-03-06 7110 7025 85 85 CANADIAN IMPERIAL BANK OF COMM 5.001% 04/28/2028 USD SR LIEN 2024-01-05 2026-03-06 12231 12001 230 230 CITIGROUP INC. HYBRID 02/24/2028 USD SER VAR SR LIEN CPN 02/18/22 3.07% 2024-01-05 2026-03-06 11868 11627 241 241 COSTCO WHOLESALE CORP 1.75% 04/20/2032 USD SR LIEN 2024-10-18 2026-03-06 15692 15525 167 167 CVS HEALTH CORPORATION 4.3% 03/25/2028 USD SR LIEN 2024-01-05 2026-03-06 4013 3961 52 52 DOW CHEMICAL COMPANY (THE) 4.8% 11/30/2028 USD SER WI SR LIEN 2024-01-05 2026-03-06 4045 4014 31 31 GENERAL MOTORS FINL CO 5.8% 01/07/2029 USD SR LIEN 2024-01-05 2026-03-06 4157 4037 120 120 INTERCONTINENTAL EXCHANGE, INC 1.85% 09/15/2032 USD SR LIEN 2024-10-18 2026-03-06 19623 19401 222 222 JOHNSON & JOHNSON 3.4% 01/15/2038 USD SR LIEN 2025-12-01 2026-03-06 6165 6186 -21 -21 MONDELEZ INTERNATIONAL 1.875% 10/15/2032 USD SR LIEN 2024-10-18 2026-03-06 15506 15336 170 170 NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 USD SR LIEN 2024-01-05 2026-03-06 5002 4893 109 109 ORACLE CORPORATION 4.9% 02/06/2033 USD SR LIEN 2024-01-05 2026-03-06 5794 5892 -98 -98 QUALCOMM INCORPORATED 1.65% 05/20/2032 USD SR LIEN 2024-10-18 2026-03-06 25683 25439 244 244 SIMON PROPERTY GROUP INC 1.375% 01/15/2027 USD SR LIEN 2024-01-05 2026-03-06 9793 9740 53 53 TRANSCANADA PIPELINES LIMITED 4.25% 05/15/2028 USD SER 10YR SR LIEN 2024-01-05 2026-03-06 16036 15752 284 284 U.S. TREASURY BOND 4.500000% 02/15/2036 FA ON THE RUN 2024-01-05 2026-03-06 44508 45067 -559 -559 U.S. TREASURY NOTE 1.500000% 02/15/2030 FA OFF THE RUN 2024-01-05 2026-03-06 177936 175791 2145 2145 U.S. TREASURY NOTE 3.500000% 02/15/2033 FA OFF THE RUN 2025-09-10 2026-03-06 31181 31325 -144 -144 LOWE'S COMPANIES, INC. 4.8% 04/01/2026 SR LIEN 2024-01-05 2026-04-01 4000 3993 7 7 CAPITAL GAINS DIVIDENDS P 1579 1579 1579 48146 1510 0 1510 0 1510 2600 0 0 0 2600 X 13 1077 1077 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JUDITH BRISKIN 3102751144 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 KENNETH GOLDMAN 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 JUDITH BRISKIN 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 JULIE HARELSON 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 2835496 101672 433097 3370265 0 0 3370265 50554 3319711 165986 165986 1510 1510 164476 0 164476 0 164476 681957 0 681957 164476 0 0 1419843 3550679 484119 5454641 681957 0 0 0 164476 517481 0 0 5972122 0 0 0 0 0 0 0 5972122 1419843 3550679 484119 517481 JUDITH BRISKIN X JUDITH BRISKIN 1010 WOODLAND DRIVE BEVERLY HILLS CA 90210 3102751144 NONE NONE NONE THE PEOPLE CONCREN 2116 ARLINGTON AVE SUITE 100 LOS ANGELES CA 90018 NONE NC PERPETUATE EXEMPT ACTIVITIES 100000 THE VENKATRAMAN MEMORIAL TRUST 14 HAMILTON ROAD LONDON UK W5 2EH NONE NC PERPETUATE EXEMPT ACTIVITIES 3000 VENICE FAMILY CLINIC 604 ROSE AVENUE VENICE CA 90291 NONE NC PERPETUATE EXEMPT ACTIVITIES 550000 653000 0 01 17682 01 78291 01 48146 0 144119 0 144119 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 34208 17104 17104 THE VENKATRAMAN MEMORIAL TRUST 14 HAMILTON ROAD LONDON UK W5 2EH 2025-12-01 3000 TO FULLY FUND A THREE YEAR UNIVERSITY DEGREE FOR ONE STUDENT IN THE INDIAN FISHING VILLAGE OF KOVALAM. 3000 N/A 2025-12-01 THE FOUNDATION MADE A $1,000 CONTRIBUTION TO THE VENKATRAMAN MEMORIAL TRUST ON DECEMBER 19, 2022 TO FUND THE BUILDING OF A NEW CLASSROOM IN KOVALAM, INDIA. PHOTOS AND REPORTS OF THE BUILT CLASSROOM WERE PROVIDED TO THE FOUNDATION BY THE FOUNDER OF THE VENKATRAMAN MEMORIAL TRUST, SYLVIA HOLDER, ON OCTOBER 6, 2023. A $3,000 CONTRIBTUION WAS MADE ON DECEMBER 5, 2023 TO FULLY FUND A THREE YEAR UNIVERSITY DEGREE FOR ONE OF THE STUDENTS AND AN ADDITIONAL $3,000 CONTRIBUTION WAS MADE ON DECEMBER 19, 2024 TO FULLLY FUND ANOTHER THREE YEAR UNIVERSITY DEGREE FOR ONE OF THE STUDENTS. SUBSEQUENTLY, AN ADDITIONAL $3,000 CONTRIBUTION WAS MADE ON DECEMBER 01, 2025 TO FULLLY FUND ANOTHER THREE YEAR UNIVERSITY DEGREE FOR ONE OF THE STUDENTS. GOLDMAN SACHS-PUBLIC EQUITY AT COST 824568 1350529 GOLDMAN SACHS-FIXED INCOME AT COST 1023222 1023439 LEGAL FEES 23705 11852 11853 PROPT USED TO CARRY OUT EXEMPT PURPOSE 433097 433097 433097 PREPAID FEDERAL TAX 2115 77 77 ADJUSTMENT TO TRUST CORPUS 3031 MANAGEMENT FEES 5941 5941 0 DEPARTMENT OF JUSTICE FILING 75 75 0 FEDERAL TAXES 2441 0 0 FOREIGN TAXES 548 548 0