2026-02-05T14:27:11-06:00 2025-09-30 251637458 LOUIS PLUNG & COMPANY LLP 20 STANWIX ST SUITE 901 PITTSBURGH PA 15222 990PF 2024-10-01 256112618 HAROLD & SHIRLEY ROBINSON FOUNDATION HARO 3015236101 20 STANWIX STREET 901 PITTSBURGH PA 15222 BRUCE ROBINSON DIRECTOR 3019510668 2026-02-05 1 1 LOUIS PLUNG P00323233 4122818771 2024 2025-03-06 01:10:19Z X 670033 X X 1141 1141 14155 14155 102378 334301 102378 117674 117674 0 0 0 2061 2061 0 2061 2061 0 32500 32500 34561 2061 32500 83113 115613 25221 17993 17993 314477 412078 485311 166245 152985 160422 0 6000 6307 505943 589056 670033 25000 25000 25000 25000 X 0 0 0 0 480943 564056 480943 564056 505943 589056 480943 83113 0 564056 0 564056 BNYM INST S&P 500 STCK-I 2024-10-01 2024-10-29 17100 15059 2041 2041 BNYM INST S&P 500 STCK-I 2024-10-01 2025-03-06 216231 180604 35627 35627 EMERGING MARKETS CORE EQUITY 2 2024-10-01 2025-03-06 21998 17000 4998 4998 ISHARES CORE U S AGGREGATE BOND ETF 2024-10-01 2025-03-06 19722 19260 462 462 CAPITAL GAINS DIVIDENDS P 59250 59250 59250 102378 1607 0 1607 0 1607 0 0 0 0 0 36 1643 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A LOUIS PLUNG COMPANY 4122818771 20 STANWIX STREET SUITE 901 PITTSBURGH PA 15222 0 0 0 0 0 0 0 0 0 2023 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE ROBINSON 8007 SUMMER MILL COURT BETHESDA MD 20817 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 593229 28481 0 621710 0 0 621710 9326 612384 30619 30619 1607 1607 29012 0 29012 0 29012 32500 0 32500 29012 27402 0 0 32500 27402 0 0 5098 0 0 0 0 0 0 0 0 23914 0 0 0 BRUCE ROBINSON 8007 SUMMER MILL COURT BETHESDA MD 20817 3015236101 A LETTER STATING PURPOSE OF THE CONTRIBUTION REQUESTED. NONE NONE FRIENDS OF THE IDF 1903 S CONGRESS AVENUE BOYNTON BEACH FL 33484 NONE CHARITABLE 8200 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 NONE CHARITABLE 8400 THE MORGAN PRESSEL FOUNDATION PO BOX 480157 DELRAY BEACH FL 33448 NONE CHARITABLE 15900 32500 0 14 1141 14 14155 18 102378 0 117674 0 117674 0 0 0 0 0 0 0 0 0 0 ISHARES BARCLAYS AGGREGATE BOND FUND 123263 128320 HOTCHKIS AND WILEY HIGH YIELD FUND 23722 25866 TCW EMERGING MARKETS INCOME FUND-I 6000 6236 BNY MELLON SMALL CAP MULTI-STRATEGY FUND 8000 8879 ISHARES TR S&P MIDCAP 400 INDEX 50167 61997 ISHARES TR S&P SMALLCAP 600 14452 16636 BNY MELLON INTERNATIONAL STOCK FUND 14421 25499 FIDELITY INTERNATIONAL SMALL CAP FUND 8000 9498 ISHARES CORE MSCI EAFE ETF 24074 28812 ISHARES S&P 500 INDEX FUND 264251 301185 G Q G PARTNERS EMERGING MARKETS EQUITY FUND 14200 15252 ISHARES MSCI EMERGING MARKETS EX CHINA ETF 14513 17553 BNY MELLON DEVELOPED MARKETS REAL ESTATE SECURITIES FUND AT COST 6000 6307 ACCOUNT MANAGMENT FEES 2061 2061 0