2026-02-24T12:12:20-06:00 2025-12-31 260580799 JFS Wealth Advisors LLC 790 Penllyn Blue Bell Pike Blue Bell PA 19422 990PF 2025-01-01 237986423 Miller Family Foundation c/o Lawrence Miller MILL 2153597003 1706 Rittenhouse Square 801 Philadelphia PA 19103 LAWRENCE MILLER TRUSTEE 2153597003 2026-02-24 1 Thomas A Foglia CPA MST P00294414 7249623200 2025 2025-03-06 01:10:19Z X 113763 X 8500 X 1785 1785 3631 7265 3631 13916 5416 0 0 0 1825 912 913 149 67 0 925 925 0 2899 1904 913 13724 13724 16623 1904 14637 -2707 3512 -434 2260 2260 2512 745 745 57340 53706 110758 59418 56711 113763 0 0 X 0 0 0 0 59418 56711 59418 56711 59418 56711 59418 -2707 0 56711 0 56711 APPLE INC COM 2009-03-13 2025-02-03 685 10 675 675 VANGUARD 500 INDEX FUND SHS ETF 2023-07-20 2025-02-03 551 416 135 135 VANGUARD 500 INDEX FUND SHS ETF 2018-09-17 2025-02-03 551 266 285 285 ISHARES S&P 100 2018-09-17 2025-03-18 1625 773 852 852 ISHARES RUSSELL MID-CAP ETF 2018-09-17 2025-03-18 1276 836 440 440 VANGUARD 500 INDEX FUND SHS ETF 2018-09-17 2025-03-18 2577 1333 1244 1244 3631 49 0 49 0 49 0 0 0 0 0 0 49 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A Lawrence Miller 2158262811 1706 Rittenhouse Square 801 Philadelphia PA 19103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Lawrence Miller 1706 Rittenhouse Square Philadelphia PA 19103 Trustee 0.00 0 0 0 Dolores Miller 1706 Rittenhouse Square Philadelphia PA 19103 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 102392 932 0 103324 0 0 103324 1550 101774 5089 5089 49 49 5040 0 5040 0 5040 14637 0 14637 5040 0 0 2246 2978 18726 10914 14293 49157 14637 0 0 0 5040 9597 0 0 58754 0 0 0 0 0 0 2246 56508 2978 18726 10914 14293 9597 X Bone Health & Osteoporosis Foundation 251 18th Street S Arlington VA 22202 none PC To help fund the Operating Budget. 200 Covenant House 31 E Armat Street Philadelphia PA 19144 None PC To help fund the Operating Budget. 750 IJM PO Box 2227 Arlington VA 22202 none PC To help fund teh Operating Budget. 50 Family Outreach of Amherst 401 Main Street Amherst MA 01002 none PC To help fund the Operating Budget 500 Kate Svitek Memorial Foundation PO Box 104 Ambler PA 19002 None PC To help fund the Operating Budget. 350 Kids Wish Network 301 Bear Ridge Circle Palm Harbor FL 34683 none PC To help fund the Operating Budget 1700 Love 146 PO Box 8266 New Haven CT 06530 none PC To help fund the Operating Budget. 1200 NAMI PO Box 49104 Baltimore MD 21297 none PC To help fund the Operating Budget 600 National Childrens Cancer Society 500 North Broadway St Louis MO 63102 none PC To help fund the Operating Budget 100 National Police Association PO Box 1427 Stafford TX 77497 none PC To help fund the Operating Budget 100 NCA PO Box 5147 Deptford NJ 08096 none PC To help fund the Operating Budget 100 Saint Lauren Seminery's Ministry 301 Church Street Mt Calvary WI 53057 none PC To help fund the Operating Budget 50 Salesian Missions 2 Lefevre Lane New Rochelle NY 10801 none PC To help fund the Operating Budget 475 Sandy Hook Promise Foundation PO Box 3489 Newtown CT 06470 none PC To help fund the Operating Budget 200 St Bonaventure University Ministries 3261 West State Road St Bonaventure NY 14778 none PC To help fund the Operating Budget 125 Support Center for Child Advodates 1617 JFK Blvd 1200 Philadelphia PA 19103 None PC To help fund the Operating Budget. 4500 Susan G Komen for The Cure 125 S 9th St 202 Philadelphia PA 19107 None PC To help fund the Operating Budget. 725 Tunnel to Towers 2361 Hylan Blvd Staten Island NY 10306 none PC To help fund the Operating Budget 275 Unite for Her 22 E King Street Malvern PA 19355 none PC To help fund the Operating Budget 225 Wounded Warrior Project 4899 Belfort Road Jacksonville FL 32256 none PC To help fund the Operating Budget 799 Where Hope Lives PO Box 2821 Phoenix AZ 85002 none PC To help fund the Operating Budget 200 Take a Breather Foundation 107 Forrest Ave Narberth PA 19072 none PC To help fund the Operating Budget 500 13724 0 14 1785 18 3631 0 5416 0 5416 0 0 0 0 0 0 0 0 0 0 X 1 LAWRENCE MILLER 1706 RITTENHOUSE SQUARE PHILADELPHIA PA 19103 4250 X 2 DOLORES MILLER 1706 RITTENHOUSE SQUARE PHILADELPHIA PA 19103 4250 X Accounting Fees 1825 912 913 Vanguard S&P 500 ETF 9262 23204 Vanguard FTSE Emerging MKTS ETF 8082 10698 Vanguard FTSE Developed Markets 10597 16617 iShares S&P 100 ETF 5332 15777 iShares Russell Mid-Cap ETF 12308 23105 iShares Russell 2000 ETF 8002 11570 Apple Inc 123 9787 Bank Fees 925 925 0 Foreign Taxes 67 67 0 Federal Taxes 82 0 0