2026-09-03T07:56:29-05:00 2025-12-31 331197384 ANDERSEN TAX LLC 1861 INTERNATIONAL DRIVE SUITE 501 MCLEAN VA 22102 990PF 2025-01-01 263893406 THE KENNETH M DUBERSTEIN FOUNDATION KENN 2125425053 712 FIFTH AVENUE - 21ST FLOOR NEW YORK NY 10019 JOSEPHINE LINDEN TRUSTEE 2125425053 2026-08-14 1 BENJAMIN SUPOWIT P00968629 5713820020 2026-08-14 2025 X 3280388 X X 47378 47378 329763 431458 329763 377141 377141 0 0 0 5171 2586 2586 13000 6500 6500 12931 0 0 37546 37546 0 68648 46632 9086 143102 143102 211750 46632 152188 165391 330509 526 526 526 18364 18411 18411 326356 225792 2912613 82333 85792 86389 0 262449 262449 427579 592970 3280388 0 0 X 0 0 0 0 427579 592970 427579 592970 427579 592970 427579 165391 0 592970 0 592970 62.98 SHS OF AMG YACKTMAN FUND - SVC P 2024-12-16 2025-01-23 1442 1445 -3 -3 73.68 SHS OF VANGUARD WELLINGTON ADMIRAL P 2024-12-30 2025-10-24 6144 5467 677 677 5.14 SHS OF VANGUARD WELLINGTON ADMIRAL P 2025-03-21 2025-10-24 429 374 55 55 5.31 SHS OF VANGUARD WELLINGTON ADMIRAL P 2025-06-20 2025-10-24 443 403 40 40 4.31 SHS OF VANGUARD WELLINGTON ADMIRAL P 2025-09-19 2025-10-24 359 354 5 5 80.82 SHS OF AMG YACKTMAN FUND-SVC P 2015-12-28 2025-01-23 1850 1696 154 154 222.67 SHS OF AMG YACKTMAN FUND-SVC P 2018-12-27 2025-01-23 5097 4222 875 875 111.77 SHS OF AMG YACKTMAN FUND-SVC P 2019-12-16 2025-01-23 2558 2258 300 300 143.16 SHS OF AMG YACKTMAN FUND-SVC P 2020-12-16 2025-01-23 3277 2979 298 298 79.07 SHS OF AMG YACKTMAN FUND-SVC P 2022-12-15 2025-01-23 1810 1657 153 153 28.44 SHS OF AMG YACKTMAN FUND-SVC P 2023-12-14 2025-01-23 651 654 -3 -3 494 SHS OF UNITED HEALTH GROUP INC P 1996-07-24 2025-10-24 179814 2016 177798 177798 93 SHS OF UNITED HEALTH GROUP INC P 1996-07-24 2025-12-23 30159 380 29779 29779 642.40 SHS OF VANGUARD WELLINGTON ADMIRAL P 2012-11-15 2025-10-24 53570 37021 16549 16549 15.04 SHS OF VANGUARD WELLINGTON ADMIRAL P 2015-12-24 2025-10-24 1254 962 292 292 5.17 SHS OF VANGUARD WELLINGTON ADMIRAL P 2016-03-16 2025-10-24 431 328 103 103 51.87 SHS OF VANGUARD WELLINGTON ADMIRAL P 2018-12-18 2025-10-24 4326 3340 986 986 6.60 SHS OF VANGUARD WELLINGTON ADMIRAL P 2020-03-20 2025-10-24 550 383 167 167 27.94 SHS OF VANGUARD WELLINGTON ADMIRAL P 2022-12-28 2025-10-24 2330 1840 490 490 5.53 SHS OF VANGUARD WELLINGTON ADMIRAL P 2023-06-16 2025-10-24 461 390 71 71 4.77 SHS OF VANGUARD WELLINGTON ADMIRAL P 2023-09-15 2025-10-24 398 334 64 64 37.12 SHS OF VANGUARD WELLINGTON ADMIRAL P 2023-12-15 2025-10-24 3096 2616 480 480 4.61 SHS OF VANGUARD WELLINGTON ADMIRAL P 2024-03-15 2025-10-24 384 339 45 45 4.78 SHS OF VANGUARD WELLINGTON ADMIRAL P 2024-06-21 2025-10-24 399 366 33 33 4.28 SHS OF VANGUARD WELLINGTON ADMIRAL P 2024-09-20 2025-10-24 357 340 17 17 73 SHS OF EVEREST RE GRP LTD P 2003-07-24 2025-05-08 25084 5629 19455 19455 74 SHS OF EVEREST RE GRP LTD P 2003-07-24 2025-05-15 25292 5706 19586 19586 236 SHS OF EVEREST RE GRP LTD P 2003-07-24 2025-12-23 79493 18196 61297 61297 329763 4594 0 4594 0 4594 2852 0 10000 0 12852 0 8258 8258 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A JOSEPHINE LINDEN 2125425053 712 FIFTH AVENUE - 21ST FLOOR NEW YORK NY 10019 0 0 0 0 0 0 0 0 1 2024 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPHINE LINDEN 712 FIFTH AVE - 21ST FLR NEW YORK NY 10019 TRUSTEE 0.00 0 0 0 MARIANNE HELLAUER 750 EAST PRATT STREET - SUITE 900 BALTIMORE MD 21202 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 3089228 17822 0 3107050 0 0 3107050 46606 3060444 153022 153022 4594 4594 148428 0 148428 0 148428 152188 0 152188 148428 155864 2023 43102 0 152188 152188 0 0 0 0 0 0 0 43102 0 43102 3676 148428 0 0 0 X JEWISH COMMUNAL FUND 575 MADISON AVENUE STE 703 NEW YORK NY 10022 PC UNRESTRICTED USE 43102 SIBLEY MEMORIAL HOSPITAL FOUNDATION 5255 LOUGHBORO ROAD NW WASHINGTON DC 20016 PC UNRESTRICTED USE 100000 143102 0 14 47378 18 329763 0 377141 0 377141 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 13000 6500 6500 VARIOUS PUBLICLY TRADED CORPORATE BONDS 85792 86389 VARIOUS PUBLICLY TRADED CORPORATE STOCK 225792 2912613 HIGH RISE CAPITAL FUND I LP AT COST 262449 262449 LEGAL FEES 5171 2586 2586 INVESTMENT EXPENSES 33595 33595 0 PORTFOLIO EXPENSES 3951 3951 0 2024 FEDERAL TAXES PAID IN 2025 12931 0 0