2026-04-15T11:01:52-05:00 2025-12-31 990PF 2025-01-01 455224111 IRVING AND SULAMITH BLACKBERG CHARIT BLAC 8888663275 PO BOX 1532 PENNINGTON NJ 085340691 BANK OF AMERICA N A MANAGING DIR 8888663275 2026-04-14 2025 2025-03-06 01:10:19Z X 3063473 X 77920 73751 117307 497002 117307 0 195227 191058 45815 27489 18326 0 0 0 0 0 0 7483 7483 0 4250 603 0 0 0 0 0 0 0 35 35 57583 28092 0 25844 105000 105000 162583 28092 0 130844 32644 162966 0 -999 388658 64188 64188 0 0 0 2291269 2999285 1933593 0 2321252 2355457 3063473 0 X 2321252 2355457 2321252 2355457 2321252 2355457 2321252 32644 1713 2355609 152 2355457 8. INVESCO QQQ TR SER 1 2019-08-05 2025-01-28 4145 1462 2683 2683 4. INVESCO QQQ TR SER 1 2019-10-03 2025-01-28 2073 730 1343 1343 2. INVESCO QQQ TR SER 1 2020-02-25 2025-01-28 1036 433 603 603 1. INVESCO QQQ TR SER 1 2020-03-12 2025-01-28 518 184 334 334 28. INVESCO S&P 500 EQUAL WEIGHT ETF 2020-08-05 2025-01-28 5095 3032 2063 2063 11. ISHARES U S UTILITIES ETF 2023-10-24 2025-01-28 1076 807 269 269 25. ISHARES S&P GLOBAL INFRASTR 2020-11-05 2025-01-28 1330 1019 311 311 110. ISHARES 0-5 YEAR TIPS BOND ETF 2023-01-20 2025-01-28 11145 10747 398 398 2. ISHARES 0-5 YEAR TIPS BOND ETF 2023-02-24 2025-01-28 203 194 9 9 43. ISHARES 0-5 YEAR TIPS BOND ETF 2023-06-01 2025-01-28 4357 4205 152 152 49. ISHARES 0-5 YEAR TIPS BOND ETF 2023-08-25 2025-01-28 4965 4758 207 207 741. ISHARES 0-5 YEAR TIPS BOND ETF 2023-10-24 2025-01-28 75076 71825 3251 3251 60. ISHARES 0-5 YEAR TIPS BOND ETF 2024-03-15 2025-01-28 6079 5938 141 141 69. ISHARES 0-5 YEAR TIPS BOND ETF 2024-07-30 2025-01-28 6991 6875 116 116 13. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT 2020-05-27 2025-01-28 1033 757 276 276 10. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT 2022-02-04 2025-01-28 2315 1826 489 489 7. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT 2022-10-04 2025-01-28 1621 1041 580 580 6. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT 2022-10-07 2025-01-28 1389 855 534 534 56. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT 2023-01-20 2025-01-28 12966 7607 5359 5359 77. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT 2023-02-24 2025-01-28 17828 11060 6768 6768 58. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT 2022-06-13 2025-01-28 13429 8012 5417 5417 98. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT 2020-02-03 2025-01-28 5028 2975 2053 2053 6. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2020-05-27 2025-01-28 1385 572 813 813 1. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2020-08-05 2025-01-28 231 114 117 117 53. STE STRT COMTN SR SLCT SCTR SPDR ETF 2023-10-24 2025-01-28 5349 3600 1749 1749 38. VANGUARD INDEX FDS MID-CAP GROWTH INDEX 2020-05-27 2025-01-28 10225 5926 4299 4299 6. VANGUARD SMALL CAP GROWTH ETF 2019-10-03 2025-01-28 1752 1055 697 697 62. ISHARES 7-10 YEAR TREASURY BOND ETF 2024-04-24 2025-03-11 5894 5679 215 215 12. ISHARES 1-3 YEAR TREASURY BOND ETF 2023-06-01 2025-03-11 990 979 11 11 4. ISHARES 1-3 YEAR TREASURY BOND ETF 2023-02-24 2025-03-11 330 324 6 6 35. ISHARES U S UTILITIES ETF 2023-10-24 2025-03-11 3496 2567 929 929 372. ISHARES S&P EUROPE 350 INDEX FUND 2020-05-27 2025-03-11 21892 14403 7489 7489 84. ISHARES INTERNATIONAL TREASURY BOND ETF 2022-10-07 2025-03-11 3317 3063 254 254 42. ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 2023-10-24 2025-03-11 4442 4318 124 124 24. ISHARES S&P GLOBAL INFRASTR 2020-11-05 2025-03-11 1270 978 292 292 111. ISHARES US TREASURY BOND ETF 2023-10-24 2025-03-11 2544 2414 130 130 24. ISHARES CORE MSCI PAC ETF 2019-02-01 2025-03-11 1487 1301 186 186 76. JANUS HENDERSON AAA CLO ETF 2025-01-28 2025-03-11 3845 3877 -32 -32 73. STATE STREET SPDR PRFT SHRT TERM CORP BND ETF 2023-10-24 2025-03-11 2190 2136 54 54 50. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT 2020-05-27 2025-03-11 4088 2912 1176 1176 5. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT 2021-01-05 2025-03-11 409 332 77 77 5. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT 2021-02-17 2025-03-11 409 329 80 80 2. VANGUARD HEALTH CARE ETF 2019-04-24 2025-03-11 532 327 205 205 5. INVESCO QQQ TR SER 1 2020-03-12 2025-06-24 2687 920 1767 1767 20. INVESCO QQQ TR SER 1 2020-04-23 2025-06-24 10750 4258 6492 6492 2. ISHARES U S UTILITIES ETF 2023-10-24 2025-06-24 210 147 63 63 48. ISHARES S&P EUROPE 350 INDEX FUND 2020-05-27 2025-06-24 2988 1858 1130 1130 45. ISHARES INTERNATIONAL TREASURY BOND ETF 2022-10-07 2025-06-24 1914 1641 273 273 56. ISHARES S&P GLOBAL INFRASTR 2020-11-05 2025-06-24 3265 2283 982 982 30. ISHARES CORE MSCI PAC ETF 2019-02-01 2025-06-24 2007 1626 381 381 7. SELECT SECTOR SPDR TR CONS DISC SHS BEN INT 2023-02-24 2025-06-24 1510 1005 505 505 14. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT 2020-02-03 2025-06-24 719 425 294 294 38. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT 2020-02-25 2025-06-24 1951 1097 854 854 21. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2021-03-17 2025-06-24 5162 2773 2389 2389 6. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2021-10-01 2025-06-24 1475 895 580 580 28. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2022-02-04 2025-06-24 6883 4445 2438 2438 3. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2022-04-26 2025-06-24 737 426 311 311 22. STE STRT COMTN SR SLCT SCTR SPDR ETF 2023-10-24 2025-06-24 2302 1494 808 808 49. VANGUARD INDEX FDS MID-CAP GROWTH INDEX 2020-05-27 2025-06-24 13562 7642 5920 5920 2. VANGUARD SMALL CAP GROWTH ETF 2019-10-03 2025-06-24 546 352 194 194 1. VANGUARD SMALL CAP GROWTH ETF 2020-02-25 2025-06-24 273 195 78 78 9. VANGUARD SMALL CAP GROWTH ETF 2020-03-12 2025-06-24 2458 1336 1122 1122 61. GLOBAL X FDS U S PFD ETF 2023-10-24 2025-09-16 1204 1086 118 118 14. INVESCO QQQ TR SER 1 2020-04-23 2025-09-16 8285 2981 5304 5304 5. INVESCO S&P 500 EQUAL WEIGHT ETF 2020-08-05 2025-09-16 940 541 399 399 7. ISHARES S&P EUROPE 350 INDEX FUND 2020-05-27 2025-09-16 456 271 185 185 3. ISHARES S&P GLOBAL INFRASTR 2020-11-05 2025-09-16 183 122 61 61 56. ISHARES CORE MSCI PAC ETF 2019-02-01 2025-09-16 4171 3036 1135 1135 1041. JANUS HENDERSON AAA CLO ETF 2025-01-28 2025-09-16 52758 53101 -343 -343 15. ST STRT SPDR DOW JONES INDSTRL AVG ETF 2013-08-15 2025-09-16 6876 2275 4601 4601 31. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT 2021-02-17 2025-09-16 2464 2037 427 427 277. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT 2022-02-24 2025-09-16 22019 20035 1984 1984 12. SELECT SECTOR SPDR TR CONS STPLS SHS BEN INT 2021-10-01 2025-09-16 954 826 128 128 1. SELECT SECTOR SPDR TR ENERGY SHS BEN INT 2021-11-09 2025-09-16 89 58 31 31 10. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2022-06-13 2025-09-16 2731 1261 1470 1470 18. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2022-04-26 2025-09-16 4916 2554 2362 2362 2. VANGUARD INDEX FDS MID-CAP GROWTH INDEX 2020-05-27 2025-09-16 581 312 269 269 15. VANGUARD SMALL CAP GROWTH ETF 2020-03-12 2025-09-16 4476 2227 2249 2249 9. INVESCO QQQ TR SER 1 2020-04-23 2025-11-20 5508 1916 3592 3592 35. ISHARES U S UTILITIES ETF 2023-10-24 2025-11-20 3954 2567 1387 1387 29. ISHARES S&P EUROPE 350 INDEX FUND 2020-05-27 2025-11-20 1903 1123 780 780 16. ISHARES S&P GLOBAL INFRASTR 2020-11-05 2025-11-20 991 652 339 339 612. JANUS HENDERSON AAA CLO ETF 2025-01-28 2025-11-20 31016 31218 -202 -202 14. ST STRT SPDR DOW JONES INDSTRL AVG ETF 2013-08-15 2025-11-20 6551 2124 4427 4427 12. SELECT SECTOR SPDR TR ENERGY SHS BEN INT 2021-11-09 2025-11-20 1093 699 394 394 13. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2022-06-13 2025-11-20 3734 1639 2095 2095 9. SELECT SECTOR SPDR TR TECHNOLOGY SHS BEN 2022-08-29 2025-11-20 2585 1251 1334 1334 22. VANGUARD HEALTH CARE ETF 2019-04-24 2025-11-20 6260 3600 2660 2660 5. VANGUARD HEALTH CARE ETF 2019-08-05 2025-11-20 1423 843 580 580 6. VANGUARD HEALTH CARE ETF 2019-10-03 2025-11-20 1707 974 733 733 117307 2265 0 2265 0 2265 2184 0 0 2184 0 81 0 0 false false false false false false false true true MA true false false false false true N/A BANK OF AMERICA NA 8888663275 PO BOX 1532 PENNINGTON NJ 08534 false false false false true false false false false false false false false false false false false false false false false false JOAN WAXLER PO BOX 1532 PENNINGTON NJ 08534 CO-TRUSTEE 2 40815 STANLEY WAXLER PO BOX 1532 PENNINGTON NJ 08534 CO-TRUSTEE 2 2500 BANK OF AMERICA N A PO BOX 1532 PENNINGTON NJ 08534 TRUSTEE 2 2500 NONE 0 NONE 0 2898956 108837 0 3007793 0 0 3007793 45117 2962676 148134 148134 2265 2265 145869 0 145869 0 145869 130844 0 0 0 0 130844 145869 104864 0 0 0 0 0 0 0 130844 104864 0 0 25980 0 0 0 0 0 0 0 0 119889 0 0 0 0 0 0 0 0 JOAN WAXLER STANLEY WAXLER NONE X DANA-FARBER CANCER INSTITUTE 450 BROOKLINE AVE BOSTON MA 022155418 NONE PC GENERAL OPERATING 10000 PLANNED PARENTHOOD LEAGUE OF MASSACHUSET 1055 COMMONWEALTH AVE BOSTON MA 022151001 NONE PC GENERAL OPERATING 10000 THE FOOD BANK OF WESTERN MASSACHUSSETTS 97 N HATFIELD RD HATFIELD MA 010389773 NONE PC GENERAL OPERATING 40000 NEW ENGLAND PUBLIC MEDIA INC 1525 MAIN ST SPRINGFIELD MA 011031413 NONE PC GENERAL OPERATING 20000 NATIONAL KIDNEY FOUNDATION 30 E 33RD STREET NEW YORK NY 10016 N/A PC UNRESTRICTED GENERAL 15000 RAILS TO TRAILS CONSERVANCY 2121 WARD COURT NW 5TH FLOOR WASHINGTON DC 200371251 NONE PC GENERAL OPERATING 10000 105000 14 77920 18 117307 195227 195227 false false false false false false false false false false 81369Y803 ST STRT TECHNOLOGY S 61993 116616 464287440 ISHARES 7-10 YEAR TR 212052 216648 464288117 ISHARES INTERNATIONA 55742 62198 78464A474 STATE STREET SPDR PR 83414 85587 81369Y506 ST STRT ENERGY SLCT 48964 61253 81369Y407 STATE STRT CONS DSRY 114459 125381 81369Y308 ST STRT CONSUMER STA 58765 62843 37954Y657 GLOBAL X FDS U S PFD 124434 125392 464288158 ISHARES SHORT-TERM N 173788 179256 464287861 ISHARES EUROPE ETF 161481 260543 78467X109 SPDR DOW JONES INDUS 155386 296992 46434V696 ISHARES CORE MSCI PA 47860 62521 81369Y100 ST STRT MATERIALS SL 59248 81811 46137V357 INVESCO S&P 500 EQUA 173191 256116 464287457 ISHARES 1-3 YEAR TRE 46351 46710 46429B267 ISHARES US TREASURY 59190 61983 81369Y852 STE STRT COMTN SR SL 55150 81345 922908595 VANGUARD SMALL CAP G 73411 96071 464288372 ISHARES S&P GLOBAL I 42698 61728 46090E103 INVESCO QQQ TR SE 95919 156035 464287697 ISHARES U.S. UTILITI 51063 74660 92204A504 VANGUARD HEALTH CARE 60770 78583 47103U845 JANUS HENDERSON AAA 125391 124376 922908538 VANGUARD INDEX FDS M 98295 142920 81369Y605 ST STRT FINANCIAL SL 52254 81717 78464A474 SPDR BARCLAYS CAP SH 78467X109 SPDR DOW JONES INDUS 81369Y407 CONSUMER DISCRETIONA 92204A504 VANGUARD HEALTH CARE 81369Y506 ENERGY SELECT SECTOR 922908538 VANGUARD MID-CAP GRO 464287457 ISHARES 1-3 YEAR TRE 464288372 ISHARES GLOBAL INFRA 922908595 VANGUARD SMALL-CAP G 81369Y100 MATERIALS SELECT SEC 46090E103 INVESCO QQQ TRUST SE 81369Y803 TECHNOLOGY SELECT SE 81369Y308 CONSUMER STAPLES SEL 464288117 ISHARES INTERNATIONA 81369Y605 FINANCIAL SELECT SEC 46434V696 ISHARES CORE MSCI PA 81369Y852 COMM SERVICES SELECT 464287861 ISHARES EUROPE ETF 46429B747 ISHARES 0-5 YEAR TIP 46137V357 INVESCO S&P 500 EQUA 37954Y657 GLOBAL X FDS U S PFD 464287697 ISHARES US UTILITIES 464288158 ISHARES SHORT-TERM N 46429B267 ISHARES US TREASURY 464287440 ISHARES 7-10 YEAR TR PY ROC / COST BASIS ADJUSTMENT 152 AG FILING FEE 35 0 35 MUTUAL FUND TIMING ADJ 1713 GRANTMAKING FEES 7483 7483 EXCISE TAX - PRIOR YEAR 1463 0 0 FEDERAL ESTIMATES - PRINCIPAL 2184 0 0 FOREIGN TAXES ON QUALIFIED FOR 578 578 0 FOREIGN TAXES ON NONQUALIFIED 25 25 0