2026-09-08T15:27:34-05:00 2025-12-31 260794367 UHY INC 210 W PENNSYLVANIA AVE 7TH FLOOR TOWSON MD 21204 990PF 2025-01-01 522028186 THE LAWRENCE G AND LINDA E MEYER CHARITABLE FOUNDATION INC LAWR 3014522620 2321 RESIDENCE CIRCLE 201 NAPLES FL 34105 LINDA E MEYER PRESIDENT 3014522620 2026-08-26 1 JOHN B KINCAID JR P00253665 4108281961 2026-08-26 2025 X 26058 X 1700 X 411 411 2816 8269 2816 4927 3227 0 0 0 0 0 1700 0 0 0 2500 0 0 0 4200 0 0 0 3126 3126 7326 0 0 3126 -2399 3227 0 383 882 882 18990 16092 25176 19373 16974 26058 0 0 X 0 0 0 0 19373 16974 19373 16974 19373 16974 19373 -2399 0 16974 0 16974 MORGAN STANLEY #6411 ST COVERED P 2025-12-31 733 747 -14 -14 MORGAN STANLEY #6411 LT COVERED P 2025-12-31 7530 4706 2824 2824 CAPITAL GAINS DIVIDENDS P 6 6 6 2816 45 0 45 0 45 70 0 0 0 70 0 25 25 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A LINDA E BUCK 3014522620 2321 RESIDENCE CIRCLE UNIT 201 NAPLES FL 34105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LINDA E BUCK 2321 RESIDENCE CIRCLE UNIT 201 NAPLES FL 34105 PRESIDENT/DIRECTOR/SECRETARY/TREASURER 1.00 0 0 0 JENNIFER MEYER MAGLIATO 6106 TEMPLE ST BETHESDA MD 20817 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 24283 1760 0 26043 0 0 26043 391 25652 1283 1283 45 45 1238 0 1238 0 1238 3126 0 3126 1238 0 0 3239 1376 5778 4024 2923 17340 3126 0 0 0 1238 1888 0 0 19228 0 0 0 0 0 0 3239 15989 1376 5778 4024 2923 1888 LINDA E BUCK X ARTISNAPLES 5833 PELICAN BAY BLVD NAPLES FL 34108 PC GENERAL PURPOSE 186 GULFSHORE PLAYHOUSE 1010 5TH AVENUE SOUTH NAPLES FL 34102 PC GENERAL PURPOSE 1260 PLANNED PARENTHOOD OF SWFL 736 CENTRAL AVE SARASOTA FL 34236 PC GENERAL PURPOSE 100 SW FL KAPPA KAPPA GAMMA 6640 RIVERSIDE DRIVE SUITE 200 DUBLIN OH 43017 PC GENERAL PURPOSE 230 YOUNG LIFE 420 N CASCADE AVE COLORADO SPRINGS CO 80903 PC GENERAL PURPOSE 750 ST ANN COUNCIL OF CATHOLIC WOMEN 4905 ROSWELL RD MARIETTA GA 30062 PC GENERAL PURPOSE 75 COLLIER COMMUNITY FOUNDATION 1110 PINE RIDGE RD STE 200 NAPLES FL 34108 PC GENERAL PURPOSE 250 MUSCULAR DYSTROPHY ASSOCIATION (MDA) 1021 W ADAMS ST 2ND FLOOR STE 1073 CHICAGO IL 60607 PC GENERAL PURPOSE 25 ANA'S FRIENDS 8270 COLLEGE PARKWAY SUITE 205 FORT MEYERS FL 33919 PC GENERAL PURPOSE 250 3126 0 14 411 18 2816 0 3227 0 3227 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1700 0 0 0 24 SH ENERGY SEL SECT SPDR FD (XLE) AT COST 401 1073 3 SH INVESCO QQQ TRUST SERIES 1 (QQQ) AT COST 1518 1843 2 SH INVESCO S&P 500 ETF (RSP) AT COST 214 383 7 SH CORE S&P 500 ETF (IVV) AT COST 2555 4795 26 SH INSHARES MSCI INDIA ETF (INDA) AT COST 1038 1405 4 SH ISHARES BIOTECH ETF (IBB) AT COST 478 675 3 SH RUSSELL 2000 ETF (IWM) AT COST 329 738 9 SH ISHARES S&P VAL (IVE) AT COST 1279 1909 26 SH S&P MID-CAP 400 G ETF (IJK) AT COST 1189 2519 8 SH US PHARMACEUTICALS ETF (IHE) AT COST 385 679 14 SH THE TECHNOLOGY SEL SEC SPDR FD (XLK) AT COST 393 2016 36 SH GLOBAL X CYBERSECURITY ETF (BUG) AT COST 931 1097 7 SH INDUSTRIAL SEL SEC SPDR FD (XLI) AT COST 996 1086 53 SH PROSHARES S&P HIGH INCOM ETF (ISPY) AT COST 2073 2418 15 SH ISHARES MSCI EMERGING MKTS ETF (EEM) AT COST 648 821 17 SH THE FINANCIAL SEL SECT SPDR FD (XLF) AT COST 861 931 2 SH VANGUARD CONSUMER DSC ETF (VCR) AT COST 804 788 BROKERS FEES 222 0 0 0 FOREIGN TAXES 28 0 0 0 DUES 2250 0 0 0