2026-06-18T15:45:25-05:00 2025-12-31 202840805 GOLDSTEIN LIEBERMAN & CO LLC 225 BRAE BLVD SUITE 200 PARK RIDGE NJ 07656 990PF 2025-01-01 133435542 THE GOLIEB FAMILY FOUNDATION INC GOLI 9174439300 44 COCOANUT ROW 115B PALM BEACH FL 33480 JOHN A GOLIEB PRESIDENT 9174439300 2026-06-18 1 BRUCE MARGULIES P00057309 2015125700 2025 2025-03-06 01:10:19Z X 3092399 X 77599 30146 28317 34852 34794 246335 866020 253347 388932 316458 0 25376 12688 0 12688 3900 1950 0 1950 14040 14040 0 0 2275 275 0 0 45591 28953 0 14638 167548 167548 213139 28953 0 182186 175793 287505 0 40581 121396 121396 580108 726433 743250 1494390 1443043 2227753 2115079 2290872 3092399 0 0 X 2115079 2290872 2115079 2290872 2115079 2290872 2115079 175793 0 2290872 0 2290872 APPLE INC P 2012-11-02 2025-10-31 7483 593 6890 6890 MERILL LYNCH 3060 P 151017 150532 485 485 MERRILL LYNCH 3064 P 497196 339511 157685 157685 MERRILL LYNCH 4811 P 210324 122037 88287 88287 253347 0 3996 0 3996 0 3996 1760 0 5421 0 7181 0 3185 3185 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MARGARET G AXELROD 9174439300 44 COCOANUT ROW 115B PALM BEACH FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET G AXELROD 44 COCOANUT ROW 115B PALM BEACH FL 33480 SECRETARY/TR 10.00 6344 0 0 JOHN GOLIEB 4251 GULF SHORE BLVD N 16C NAPLES FL 34103 PRESIDENT 10.00 6344 0 0 JAY AXELROD 44 COCOANUT ROW 115B PALM BEACH FL 33480 DIRECTOR 10.00 6344 0 0 MARIANNE K GOLIEB 4251 GULF SHORE BLVD N 16C NAPLES FL 34103 DIRECTOR 10.00 6344 0 0 NONE 0 NONE 0 0 2899549 94198 0 2993747 0 0 2993747 44906 2948841 147442 147442 3996 3996 143446 0 143446 0 143446 182186 0 182186 143446 0 0 34006 54267 70494 67012 55606 281385 182186 0 0 0 143446 38740 0 0 320125 0 0 0 0 0 0 34006 286119 54267 70494 67012 55606 38740 X MARGARET AXELROD 44 COCOANUT ROW 115B PALM BEACH FL 33480 9174439300 MGA@MGGPCLAW.COM N/A N/A N/A SCHEDULE ATTACHED 44 COCOANUT ROW PALM BEACH FL 33480 PC GENERAL 167548 167548 0 14 30146 14 34852 18 246335 LONG TERM CAPITAL GAINS DISG 14 SHORT TERM CAPITAL GAINS DIST 14 0 311333 0 311333 0 0 0 0 0 0 0 0 0 1 THE KATEZENBERGER PRIVATE FOUNDATION SAME MANAGEMENT X X 1 JOHN A GOLIEB 4251 GULF SHORE BLVD N 16C NAPLES FL 34103 7599 X 2 THE KATZENBERGER FOUNDATION INC 44 COCOANUT ROW 115B PALM BEACH FL 33480 70000 X 1 28 SHARES OF APPLE INC 7599 2025-10-30 INDIRECT ACCOUNTING FEES 3900 1950 0 1950 726433 743250 MUT FUND AT COST 1443043 2227753 INVESTMENT ADVISORY 14040 14040 0 0 990PF 2000 0 0 0 NYS FEES 275 275 0 0