2024-08-07T13:25:27-05:00 2023-12-31 911275259 SMITH BUNDAY BERMAN BRITTON PS 11808 NORTHUP WAY SUITE 240 BELLEVUE WA 980051959 990PF 2023-01-01 916477106 SATYA AND RAO REMALA FOUNDATION C/O SMITH BUNDAY BERMAN BRITTON PS SATY 4254628220 11808 NORTHUP WAY 240 BELLEVUE WA 98005 RAO REMALA TRUSTEE 4254628220 2024-07-30 1 0 JAYNE BRAY P00080717 4258278255 2023 2024-08-08 14:25:15Z X 23147266 X 846570 10017 1329 523877 523877 149486 1488197 426361 1529950 951567 0 0 0 0 0 44742 44742 0 0 16616 16616 0 0 14463 0 0 14463 75821 61358 0 14463 939953 939953 1015774 61358 0 954416 514176 890209 0 455510 1031148 1031148 16882418 16598558 19394948 2678267 2829824 2721126 28 44 44 20016223 20459574 23147266 23494 110 23494 110 X 0 0 0 0 19992729 20459464 19992729 20459464 20016223 20459574 19992729 514176 0 20506905 47441 20459464 155 VANGUARD EQUITY-INCOME ADM P 2023-09-05 13236 13015 221 221 80 VANGUARD HIGH DIVIDEND YIELD INDE P 2023-09-05 2594 2530 64 64 1726 VANGUARD EQUITY-INCOME ADM P 2023-09-05 146702 131333 15369 15369 2502 VANGUARD HIGH DIVIDEND YIELD IN P 2023-09-05 80681 63116 17565 17565 1000 MICROSOFT CORP D 2023-03-17 279984 1000 278984 278984 10,003 VANGUARD ULTRA SHORT-TERM P 2023-02-03 156737 156747 -10 -10 9,819 VANGUARD ULTRA-SHORT-TERM BO P 2023-05-23 194817 197906 -3089 -3089 15,000 VANGUARD ULTRA-SHORT-TERM B P 2021-05-14 2023-08-03 297009 302274 -5265 -5265 86.156 TOT INTL BOND IX ADMIRAL P 2023-08-21 1657 1657 0 0 68.319 TOT INTL BOND IX ADMIRAL P 2023-11-20 1335 1335 0 0 72.122 SHORT-TERM INVEST-GR ADM P 2023-02-22 718 723 -5 -5 83.468 SHORT-TERM INVEST-GR ADM P 2023-05-23 838 842 -4 -4 16.438 TOT INTL BOND IX ADMIRAL P 2023-11-20 321 321 0 0 90.875 SHORT-TERM INVEST-GR ADM P 2020-12-26 2023-02-22 904 957 -53 -53 79.044 SHORT-TERM INVEST-GR ADM P 2020-10-26 2023-05-23 794 826 -32 -32 555.569 TOTAL STOCK MKT IDX ADM P 2023-08-02 60702 57698 3004 3004 845.054 TOTAL STOCK MKT IDX ADM P 2023-08-02 92331 45421 46910 46910 364.65 TOTAL STOCK MKT IDX ADM P 2016-07-25 2023-08-02 39842 19706 20136 20136 1,003.234 TOTAL STOCK MKT IDX ADM P 2023-08-02 109613 64429 45184 45184 GLOBAL HEALTH INVESTMENT FUND I DISTRIBUTION IN EXCESS OF BASIS P 2023-12-31 7382 7382 7382 426361 12374 0 12374 0 12374 0 0 20000 0 20000 243 7383 7383 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 N/A RAO REMALA 4258278255 11808 NORTHUP WAY SUITE 240 BELLEVUE WA 980051959 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAO V REMALA C/O SMITH BUNDAY BERMAN BRITTON 11808 NORTHUP WAY SUITE 240 BELLEVUE WA 98005 TRUSTEE 2.00 0 0 0 SATYA K REMALA C/O SMITH BUNDAY BERMAN BRITTON 11808 NORTHUP WAY SUITE 240 BELLEVUE WA 98005 TRUSTEE 2.00 0 0 0 SRILAKSHMI REMALA C/O SMITH BUNDAY BERMAN BRITTON 11808 NORTHUP WAY SUITE 240 BELLEVUE WA 98005 MANAGER 2.00 0 0 0 SRILATA REMALA C/O SMITH BUNDAY BERMAN BRITTON 11808 NORTHUP WAY SUITE 240 BELLEVUE WA 98005 MANAGER 2.00 0 0 0 NONE 0 NONE 0 GLOBAL HEALTH INVESTMENT FUND I, LLC (THE "FUND") SEEKS TO PROVIDE AFFORDABLE FUNDING TO SUPPORT THE DEVELOPMENT OF DRUGS, VACCINES, PREVENTATIVE, DIAGNOSTICS AND OTHER PRODUCTS TO ADDRESS GLOBAL HEALTH CHALLANGES THAT DISPROPORTIONATELY IMPACT DEVELOPING COUNTRIES. THE FUND IS A COLLABORATION AMOUNG JP MORGAN, THE BILL & MELINDA GATES FOUNDATION AND LION'S HEAD GLOBAL PARTNERS. 1846 1846 20305196 775708 36 21080940 0 0 21080940 316214 20764726 1038236 1038236 12374 12374 1025862 9228 1035090 0 1035090 954416 1846 956262 1035090 900988 0 0 956262 900988 0 0 55274 0 0 0 0 0 0 0 0 979816 0 0 0 RAO V REMALA SATYA K REMALA X API CHAYA PO BOX 14047 SEATTLE WA 98114 NONE 501(C)(3) TO END INTIMATE PARTNER VIOLENCE AND OTHER FORMS OF EXPLOITATION. 5000 CHILDHAVEN 316 BROADWAY SEATTLE WA 98122 NONE 501(C)(3) TO GIVE CHILDREN THE CHANCE TO LEARN THE EDUCATION AND SOCIAL SKILLS THEY NEED TO BE SUCCESSFUL IN SCHOOL AND BEYOND. 25000 CONSUMER CHECKBOOK 1625 K STREET NW 8TH FLOOR WASHINGTON DC 20006 NONE 501(C)(3) TO HELP CONSUMERS FIND HIGH QUALITY SERVICE AT REASONABLE PRICES. 250 CRISIS CONNECTIONS PO BOX 19612 SEATTLE WA 98109 NONE 501(C)(3) TO FOSTER RESILIENCE AND WELL-BEING FOR ALL BY CONNECTING PEOPLE TO ACCESSIBLE AND COMPASSIONATE SUPPORT. 500 FOOD LIFELINE 815 S 96TH ST SEATTLE WA 98108 NONE 501(C)(3) TO PROVIDE FOOD TO MORE THAN 350 FOOD BANKS, SHELTERS, AND MEAL PROGRAMS ACROSS WESTERN. WASHINGTONTO PROVIDE FOOD TO THOSE IN NEED. 1000 FRED HUTCHINSON CANCER RESEARCH CENTER PO BOX 19024 J5-200 SEATTLE WA 98109 NONE 501(C)(3) TO SUPPORT RESEARCH, PREVENTION, DETECTION AND OF CANCER. 679586 GEORGE WASHINGTON UNIVERSITY 2033 K STREET NW SUITE 300 WASHINGTON DC 20052 NONE 501(C)(3) TO PROVIDE THE HIGH-QUALITY EDUCATION. 2500 HABITAT FOR HUMANITY INTERNATIONAL 322 W LAMAR ST AMERICUS GA 317093543 NONE 501(C)(3) TO CREAT A VARIETY OF HOUSING SOLUTIONS THROUGH NEW CONSTRUCTION RENOVATION AND REPAIR. 1500 HOPELINK 8990 154TH AVE NE REDMOND WA 98052 NONE 501(C)(3) TO PROVIDE FOR EMERGENCY FOOD, CLOTHING AND SHELTER. 1000 KIRAN ANJALI PROJECT PO BOX 757 MERCER ISLAND WA 98040 NONE 501(C)(3) TO PROVIDE GUIDANCE AND FINANCIAL SUPPORT TO INSTITUTIONS PROVIDING EDUCATION TO CHILDREN FROM UNDERSERVED COMMUNITIES, ESPECIALLY GIRLS, IN INDIA. 2557 LIFELONG FOUNDATION 210 SOUTH LUCILE STREET SEATTLE WA 98108 NONE 501(C)(3) TO REMOVE BARRIERS TO HEALTH WITH RELENTLESS COMPASSION SO THAT NO ONE FACES ILLNESS AND INJUSTICE ALONE. 500 MANJARI SANKURATHRI MEMORIAL FOUNDATION 14 RODERER DR RARITAN NJ 08869 NONE 501(C)(3) TO PROMOTE EDUCATION, HEALTH CARE CARE FOR THE DOWNTRODDEN AND TO HELP THE NEEDY AT TIMES OF NATURAL CALAMITIES IN INDIA AS WELL AS IN THE UNITED STATES OF AMERICA. 8000 NEIGHBORCARE HEALTH 1200 12TH AVENUE S SUITE 901 SEATTLE WA 98144 NONE 501(C)(3) TO PROVIDE COMPREHENSIVE HEALTH CARE TO FAMILIES AND INDIVIDUALS WHO HAVE DIFFICULTY ACCESSING CARE 1000 NORTHWEST FOLKLIFE 305 HARRISON ST SEATTLE WA 98109 NONE 501(C)(3) TO CREATE OPPORTUNITIES FOR ALL TO CELEBRATE, SHARE, AND PARTICIPATE IN THE EVOLVING CULTURAL TRADITIONS OF THE PACIFIC NORTHWEST. 500 NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 NONE 501(C)(3) TO PROVIDE FOOD TO THOSE IN NEED. 500 OVERLAKE MEDICAL CENTER 1035 116TH AVE NE BELLEVUE WA 98004 NONE 501(C)(3) TO PROVIDE MEDICAL EXCELLENCE EVERY DAY. 5000 PACIFIC CREST TRAIL ASSOCIATION 2150 RIVER PLAZA DRIVE SUITE 155 SACRAMENTO CA 95833 NONE 501(C)(3) TO PROTECT, PRESERVE AND PROMOTE THE PACIFIC CREST NATIONAL SCENIC TRAIL AS A WORLD-CLASS EXPERIENCE FOR HIKERS AND EQUESTRIANS, AND FOR ALL THE VALUES PROVIDED BY WILD AND SCENIC LANDS. 500 PRATHAM USA 9703 RICHMOND AVE 102 HOUSTON TX 77042 NONE 501(C)(3) TO PROVIDE EDUCATION TO CHILDREN IN MUMBAI SLUMS, PRATHAM 10000 ROAD SCHOLAR 11 AVENUE DE LAFAYETTE BOSTON MA 02111 NONE 501(C)(3) TO INSPIRE ADULTS TO LEARN, DISCOVER AND TRAVEL. 250 RWANDA GIRLS INITIATIVE PO BOX 325 MEDINA WA 98039 NONE 501(C)(3) TO EDUCATE AND EMPOWER GIRLS OF RWANDA TO REACH THEIR HIGHEST POTENTIAL. 1000 SEATTLE SYMPHONY PO BOX 21906 SEATTLE WA 98111 NONE 501(C)(3) TO UNLEASH THE POWER OF MUSIC, BRINGS PEOPLE TOGETHER, AND LIFTS THE HUMAN SPIRIT. 1000 SEEDS FOR PROGRESS FOUNDATION 2333 PONCE DE LEON BLVD SUITE 600 CORAL GABLES FL 33134 NONE 501(C)(3) TO CREATE OPPORTUNITIES TO ADVANCE THE QUALITY OF LIFE FOR STUDENTS, TEACHERS AND THEIR FAMILIES IN THE RURAL COMMUNITIES OF NICARAGUA'S COFFEE-GROWING REGIONS. 5000 SPECIAL OLYMPICS 2600 VIRGINIA AVENUE NW 11TH FLOOR WASHINGTON DC 20037 NONE 501(C)(3) TO PROVIDE TRAINING AND HEALTH EDUCTION TO PEOPLE WITH DISABILITIES. 500 SPLASH 7511 GREENWOOD AVE N UNIT 4203 SEATTLE WA 98103 NONE 501(C)(3) TO CREATE SAFE WATER PROJECTS, AT SCALE, IN RESOURCE POOR CITIES 10000 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVENUE NE SEATTLE WA 981959504 NONE 501(C)(3) TO SUPPORT COMPUTER SCIENCE SCHOLARSHIPS & ENGINEERING. 33000 VILLAGE THEATRE 303 FRONT STREET NORTH ISSAQUAH WA 98027 NONE 501(C)(3) TO OFFER THE HIGHEST QUALITY PERFORMING ARTS PROGRAMS. 500 VIRGINIA MASON FRANCISCAN HEALTH FOUNDATION PO BOX 1930 MAILSTOP D1-MF SEATTLE WA 98111 NONE 501(C)(3) TO ENHANCE THE LEVEL OF PHILANTHROPIC SUPPORT FOR EXTRAORDINARY PATIENT CARE 10000 WASHINGTON STATE PARKS FOUNDATION 1752 NW MARKET ST 744 SEATTLE WA 98107 NONE 501(C)(3) TO CONNECT ALL WASHINGTONIANS TO THEIR DIVERSE NATURAL AND CULTURAL HERITAGE AND PROVIDE MEMORABLE RECREATIONAL AND EDUCATIONAL EXPERIENCES THAT ENHANCE THEIR LIVES. 250 WASHINGTON TRAILS ASSOCIATION 705 SECOND AVE SUITE 300 SEATTLE WA 98104 NONE 501(C)(3) TO PROTECT HIKING TRAILS AND WILDERNESS. 1500 WASHINGTON WILDLIFE & RECREATION COALITION 6716 EAST SIDE DR NE 1-302 TACOMA WA 98422 NONE 501(C)(3) TO ENSURE ROBUST FUNDING FOR WASHINGTON'S GREAT OUTDOORS BY UNIFYING DISPARATE VOICES THROUGH EDUCATION AND ADVOCACY. 500 WETHERILL NATURE PRESERVE 4030 95TH NE YARROW POINT WA 98004 NONE 501(C)(3) TO PROVIDE SUPPORT FOR MAINTENANCE OF THE PRESERVE. 350 WIKIMEDIA FOUNDATION 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO CA 94104 NONE 501(C)(3) TO HELP EVERYONE SHARE IN THE SUM OF ALL KNOWLEDGE. 250 YARROW POINT COMMUNITY ASSOCIATION 4030 95TH AVE NE YARROW POINT WA 98004 NONE 501(C)(3) PRESERVING AND ENHANCING YARROW POINT'S ENVIRONMENT AND COMMUNITY. 300 ZENO 1404 E YESLER WAY SUITE 204 SEATTLE WA 98122 NONE 501(C)(3) TO SUPPORT CHILDREN TO DEVELOP THEIR MATH SKILLS. 11248 FARESTART PO BOX 84395 SEATTLE WA 981245695 NONE 501(C)(3) TO HELP PEOPLE OVERCOME BARRIERS BY TEACHING WORK AND LIFE SKILLS NEEDED TO SUCCEED IN EMPLOYMENT AND IN LIFE. 50000 ORCAS ISLAND COMMUNITY FOUNDATION 33 URNER ST 4 EASTSOUND WA 98245 NONE 501(C)(3) TO HELP BUILD AND STRENGTHEN OUR COMMUNITY BY ENCOURAGING AND SUPPORTING LOCAL PHILANTHROPY. 1500 SALVATION ARMY 615 SLATERS LANE ALEXANDRIA VA 22314 NONE 501(C)(3) TO MEET HUMAN NEED WHEREVER, WHENEVER, AND HOWEVER WE CAN. 500 HINDU HERITAGE ENDOWMENT 107 KAHOLALELE RD KAPAA HI 96746 NONE 501(C)(3) TO HELP PEOPLE AND STRENGTHEN HINDU COMMUNITIES AROUND THE GLOBE. 250 SOLID GROUND 1501 N 45TH STREET SEATTLE WA 98103 NONE 501(C)(3) TO WORK TO END POVERTY AND UNDO RACISM AND OTHER OPPRESSIONS THAT ARE ROOT CAUSES OF POVERTY. 5000 SOPHIA WAY 11061 NE 2ND STREET SUITE 223 BELLEVUE WA 98004 NONE 501(C)(3) TO SUPPORT WOMEN ON THEIR JOURNEY FROM HOMELESSNESS TO SAFE AND STABLE LIVING. 500 SOUND GENERATIONS 2208 2ND AVE 100 SEATTLE WA 98121 NONE 501(C)(3) TO SUPPORT PEOPLE ON THEIR AGING JOURNEY THROUGH COMMUNITY CONNECTIONS AND ACCESSIBLE SERVICES. 500 SRI VENKATESWARA TEMPLE 1230 S MCCULLY DR PITTSBURGH PA 15235 NONE 501(C)(3) TO PROVIDE A PLACE FOR HINDUS TO WORSHIP IN TRADITIONAL STYLE. 201 TUBMAN CENTER FOR HEALTH AND FREEDOM PO BOX 18612 SEATTLE WA 98118 NONE 501(C)(3) TO PROVIDE PRIMARY AND PREVENTATIVE CARE, COMMUNITY RESOURCES, SOCIAL SERVICES, POLITICAL EDUCATION AND ADVOCACY. 15000 UPAYA SOCIAL VENTURES 500 YALE AVE N SEATTLE WA 98109 NONE 501(C)(3) TO CREATE DIGNIFIED JOBS FOR THE POOREST OF THE POOR BY BUILDING SCALABLE BUSINESSES WITH INVESTMENT AND CONSULTING SUPPORT. 4500 UPLIFT NORTHWEST 2515 WESTERN AVE SEATTLE WA 98121 NONE 501(C)(3) TO PROVIDE HUNDREDS OF WORKERS TO A WIDE VARIETY OF COMMERCIAL AND RESIDENTIAL EMPLOYERS. 500 BAPS ENDOWMENT INC PO BOX 60 WINDSOR NJ 085610060 NONE 501(C)(3) TO HELP UPLIFT INDIVIDUALS, FAMILIES AND SOCIETY. 101 BELLEVUE YOUTH SOCCER CLUB PO BOX 692 BELLEVUE NE 68123 NONE 501(C)(3) TO PROVIDE A COMPREHENSIVE SOCCER PROGRAM SERVING THE NEEDS OF THE COMMUNITY. 500 BOOGER FUND 4521 2ND AVE NE SEATTLE WA 98105 NONE 501(C)(3) TO PROVIDE RIDER DEVELOPMENT AND GUIDANCE TO YOUTH AGED 6-23 YEARS OLD. 2500 BOY SCOUT TROOP 600 12904 NE 28TH STREET BELLEVUE WA 98005 NONE 501(C)(3) TO PRODUCE A HIGH NUMBER OF EAGLE SCOUTS OVER THE YEARS. 60 EVERGREEN GOODWILL 700 DEARBORN PL S SEATTLE WA 98144 NONE 501(C)(3) TO PROVIDE FREE JOB TRAINING, BASIC EDUCATION, AND SUPPORT SERVICES TO THOUSANDS OF INDIVIDUALS IN OUR COMMUNITY. 1000 FORGOTTEN CHILDREN'S FUND 5264 SHORE MEADOW RD FREELAND WA 98249 NONE 501(C)(3) TO GIVE DESERVING CHILDREN AND THEIR FAMILIES A TRULY MERRY CHRISTMAS. 600 GEORGIA SOUTHERN UNIVERSITY FOUNDATION PO BOX 8053 STATESBORO GA 30460 NONE 501(C)(3) TO ASSIST GEORGIA SOUTHERN UNIVERSITY IN FULFILLING ITS MULTIFACETED MISSION AND IN ITS EFFORTS TO ACHIEVE EDUCATIONAL EXCELLENCE. 5000 MARYS PLACE PO BOX 1711 SEATTLE WA 98111 NONE 501(C)(3) TO ENSURE THAT NO CHILD SLEEPS OUTSIDE BY CENTERING EQUITY AND OPPORTUNITY FOR WOMEN AND FAMILIES. 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 180 NICKERSON ST STE 100 SEATTLE WA 98109 NONE 501(C)(3) TO HELP PEOPLE AFFECTED BY MS LIVE THEIR BEST LIVES. 200 NISQUALLY LAND TRUST 100 BROWN FARM RD NE OLYMPIA WA 98516 NONE 501(C)(3) TO PROTECT LANDS TO PERMANENTLY BENEFIT THE WATER, FISH, WILDLIFE, AND PEOPLE OF THE NISQUALLY RIVER WATERSHED. 2500 SEATTLE ART MUSEUM 1300 FIRST AVENUE SEATTLE WA 98101 NONE 501(C)(3) TO SHARE ITS GLOBAL COLLECTIONS, POWERFUL EXHIBITIONS, AND DYNAMIC PROGRAMS TO ENGAGE, EDUCATE, AND INSPIRE. 2050 ST JOSEPH SCHOOL 700 18TH AVE E SEATTLE WA 98112 NONE 501(C)(3) TO MAKE THE HIGHEST QUALITY, JESUIT, CATHOLIC EDUCATION ACCESSIBLE AND AFFORDABLE TO ALL. 7500 TASVEER 363 MERCER ST SEATTLE WA 98109 NONE 501(C)(3) TO INSPIRE SOCIAL CHANGE THROUGH THOUGHT-PROVOKING SOUTH ASIAN FILMS, ART, AND STORYTELLING 2500 HEPATITIS EDUCATION PROJECT 1621 S JACKSON ST SUITE 201 SEATTLE WA 98144 NONE 501(C)(3) TO IMPROVE HEALTH OF UNDERSERVED AND MARGINALIZED COMMUNITIES DISPROPORTIONATELY IMPACTED BY VIRAL HEPATITIS AND ENVISIONS A WORLD WHERE EVERYONE HAS ACCESS TO AFFORDABLE, HIGH-QUALITY CARE TO SUPPORT ALL THEIR HEALTH NEEDS. 1000 IIT KANPUR FOUNDATION 3790 EL CAMINO REAL 1038 PALO ALTO CA 94306 NONE 501(C)(3) TO FUND AND PROMOTE OVERALL BETTERMENT OF STUDENTS, FACULTY AND ALUMNI BODY OF THE INDIAN INSTITUTE OF TECHNOLOGY, KANPUR. 1100 PACIFIC SCIENCE CENTER 200 SECOND AVENUE N SEATTLE WA 981094895 NONE 501(C)(3) TO IGNITE CURIOSITY IN EVERY CHILD AND FUELS A PASSION FOR DISCOVERY, EXPERIMENTATION, AND CRITICAL THINKING IN ALL OF US. 1000 SEATTLE UNITED 301 NE 100TH ST SUITE 102 SEATTLE WA 98125 NONE 501(C)(3) TO PROVIDE A COMPETITIVE YOUTH SOCCER PROGRAM THAT INSPIRES PLAYERS TO DEVELOP TO THEIR HIGHEST POTENTIAL, AND EXPERIENCE THE REWARDS OF PURSUING EXCELLENCE, TEAMWORK, AND SPORTSMANSHIP. 850 THE WATER PROJECT 17 DEPOT STREET 2ND FLOOR CONCORD NH 03301 NONE 501(C)(3) TO PROVIDE RELIABLE, ONGOING WATER AND SANITATION SERVICE AND SUPPORT TO COMMUNITIES AROUND THE WORLD WHO SUFFER NEEDLESSLY FROM A LACK OF ACCESS TO CLEAN WATER AND PROPER SANITATION. 500 UNIVERSITY DISTRICT FOOD BANK 5017 ROOSEVELT WAY NE SEATTLE WA 98105 NONE 501(C)(3) TO BUILD A HUNGER-FREE NORTHEAST SEATTLE BY PROVIDING OUR NEIGHBORS WITH RELIABLE ACCESS TO HEALTHY FOOD AND LIFE-CHANGING RESOURCES. 500 VILLAGEREACH 210 S HUDSON ST SUITE 307 SEATTLE WA 98134 NONE 501(C)(3) TO INCREASE ACCESS TO QUALITY HEALTHCARE FOR THE WORLD'S MOST UNDERSERVED COMMUNITIES. 1000 FRIENDS OF WATERFRONT SEATTLE 1201 ALASKAN WY 200 SEATTLE WA 98101 NONE 501(C)(3) TO CREATE, CARE FOR, AND ACTIVATE A RENEWED PLACE OF CONNECTION ON SEATTLE'S CENTRAL SHORELINE. 10000 939953 0 14 1329 8688 14 523877 18 149486 0 674692 8688 683380 3 IRC SEC. 103 - TAX EXEMPT INCOME, NET OF ALLOCATED INVESTMENT EXPENSES 0 0 0 0 0 0 0 0 0 0 X X 1 RAO AND SATYA REMALA 8827 NE 36TH STREET BELLEVUE WA 98004 279825 X 2 RAO AND SATYA REMALA 8827 NE 36TH STREET BELLEVUE WA 98004 501548 X 3 RAO AND SATYA REMALA 8827 NE 36TH STREET BELLEVUE WA 98004 65197 X 1 1000 SHARES MICROSOFT CORPORATION STOCKS 279825 2023-03-17 2 1500 SHARES MICROSOFT CORPORATION STOCKS 501548 2023-06-29 3 180 SHARES MICROSOFT CORPORATION STOCKS 65197 2023-11-08 31941.888 SHS LORD ABBETT BOND-DEBENTU 267937 224871 22579.6450 SHS PIMCO INCOME INSTL 272339 239796 147462.8510 SHS VANGUARD INTERM-TERM INV 1434070 1279978 17895.9050 SHS VANGUARD ULTRA-SHORT-TERM 360492 357023 46796.453 SHS VANGUARD LONG-TERM TAX EXEMPT 494986 514761 GLOBAL HEALTH INVESTMENT FUND I 0 104697 8150 SHS MICROSOFT CORP STOCK 2367567 3064726 20093.641 SHS ISHARES CORE MSCI 1280245 1016336 47377.4707 SHS ISHARES CORE MSCI EAFE 3555262 3333005 485.9805 SHS VANGUARD MID CAP ETF 68367 113059 11986.5368 SHS VANGUARD S&P 500 ETF 4544278 5235719 241.3315 SHS VANGUARD SMALL CAP ETF 29142 51483 39338.235 SHS VANGUARD INTERMEDIATE-TERM INVESTMENT GRADE FUND ADM 374534 341456 21919.304 SHS VANGUARD SHORT-TERM INVESTMENT GRADE FUND ADM 232220 224234 24520.021 SHS VANGUARD TOTAL INTERNATIONAL BOND IX ADM 515496 483535 57861.814 SHS VANGUARD TOTAL BOND MARKET INDEX FUND ADM 604764 561838 21892.557 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND ADM 846558 2528371 9514 SHS ISHARES RUSSELL 2500 529258 585777 7850 SHS VANGUARD RUSSELL 2000 582464 636635 39151.124 SHS VANGUARD TOTAL INTERNATIONAL STOCK IX ADM 1068403 1218774 AMOUNTS TAXED, BUT NOT RECEIVED 28 44 44 UNREALIZED LOSS 47441 CREDIT CARD FEES 538 0 0 538 ADVERTISING/PROMOTION 8448 0 0 8448 PARKING 67 0 0 67 COMPUTER EXPENSES 5169 0 0 5169 TRAVEL 240 0 0 240 BANK SERVICE CHARGE 1 0 0 1 CREDIT CARDS PAYABLE 23494 110 INVESTMENT ADVISOR 44742 44742 0 0 FOREIGN TAX 16616 16616 0 0