2025-07-31T11:49:23-05:00 2024-11-30 060312590 CUMMINGS & LOCKWOOD LLC 6 LANDMARK SQUARE STAMFORD CT 06901 990PF 2023-12-01 066304421 THE EDWARD E HOOD JR FOUNDATION EDWA 2033271700 CUMMINGS LOCKWOOD SMM PO BOX STAMFORD CT 06904 MOLLY O'BRIEN WATKINS TRUSTEE 2033271700 2025-07-31 1 0 KARA PISSANIDIS P02406946 2033514343 2023 2025-03-06 01:10:19Z X 2626818 X X 53301 52563 128207 233738 128207 181508 180770 0 0 0 15464 11598 3866 1061 0 0 32762 32762 0 49287 44360 3866 109500 109500 158787 44360 113366 22721 136410 49937 32872 32872 755115 792681 2593946 805052 825553 2626818 0 0 X 1645874 1643654 0 0 -840822 -818101 805052 825553 805052 825553 805052 22721 0 827773 2220 825553 50,000 SHARES FEDERAL HOME LOAN BASER F-7-2028 6.15% P 2023-07-10 2023-12-26 50000 50000 0 0 LONG TERM COVERED P 2020-06-08 2024-09-10 35949 44341 -8392 -8392 70 SHARES APPLE INC. P 2015-07-16 2024-11-07 15894 2270 13624 13624 42 SHARES VERONA INC. P 1967-02-03 2024-04-04 5520 213 5307 5307 30.750 SHARES VERONA INC. P 1971-01-08 2024-04-04 4042 163 3879 3879 112.688 SHARES VERONA INC. P 1982-01-26 2024-04-04 14811 804 14007 14007 14.562 SHARES VERONA INC. P 1987-05-22 2024-04-04 1914 350 1564 1564 70 SHARES MICROSOFT CORP P 2000-04-27 2024-09-10 28828 2457 26371 26371 40 SHARES MICROSOFT CORP P 2000-04-27 2024-11-07 17012 1404 15608 15608 130 SHARES VISA INC. P 2010-09-20 2024-09-10 37204 2294 34910 34910 70 SHARES VISA INC. P 2010-09-20 2024-11-07 21384 1235 20149 20149 CAPITAL GAINS DIVIDENDS P 1180 1180 1180 128207 1896 0 1896 0 1896 2000 0 0 0 2000 0 104 104 0 0 0 0 0 0 0 0 0 0 0 1 1 CT 1 0 0 0 0 1 N/A JOHN R MUSICARO JR ESQ 2033514343 CUMMINGS LOCKWOOD 6 LANDMARK SQ STAMFORD CT 06901 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LISA H BEZZEG CUMMINGS LOCKWOOD 6 LANDMARK SQUARE STAMFORD CT 06901 CO-TRUSTEE 0.25 0 0 0 MOLLY O'BRIEN WATKINS CUMMINGS LOCKWOOD 6 LANDMARK SQUARE STAMFORD CT 06901 CO-TRUSTEE 0.25 0 0 0 NONE 0 NONE 0 0 2423654 57193 0 2480847 0 0 2480847 37213 2443634 122182 122182 1896 1896 120286 0 120286 0 120286 113366 0 113366 120286 97943 0 0 113366 97943 0 0 15423 0 0 0 0 0 0 0 0 104863 0 0 0 X A BETTER CHANCE IN DARIEN (ABC IN DARIEN INC) PO BOX 3204 DARIEN CT 06820 PC GENERAL CHARITABLE 500 AMERICAN CANCER SOCIETY INC 3380 CHASTAIN MEADOWS PARKWAY NW SUITE 200 KEENESAW GA 30144 PC GENERAL CHARITABLE 5000 AMERICAN PRARIE PO BOX 908 BOXEMAN MT 59771 PC GENERAL CHARITABLE 1000 AMERICAN RED CROSS 431 18TH STREEET NW WASHINGTON DC 20006 PC GENERAL CHARITABLE 7000 AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) 520 EIGHTH AVENUE 7TH FLOOR NEW YORK NY 10018 PC GENERAL CHARITABLE 500 ASHEVILLE HUMANE SOCIETY INC 14 FOREVER FRIEND LANE ASHEVILLE NC 28806 PC GENERAL CHARITABLE 1000 AVERY COUNTY NC HUMANE SOCIETY INC PO BOX 1213 NEWLAND NC 28657 PC GENERAL CHARITABLE 5000 BREAST CANCER ALLIANCE INC 48 MAPLE AVENUE GREENWICH CT 06830 PC GENERAL CHARITABLE 2000 CANCER RESEARCH INSTITUTE INC 29 BROADWAY FLOOR 4 NEW YORK NY 10066 PC GENERAL CHARITABLE 1000 CHILDREN'S SCHOOL INCGARRY LOZIER MEMORIAL SCHOLARSHIP FUND 118 SCOFIELDTOWN ROAD STAMFORD CT 06903 PC GENERAL CHARITABLE 500 CONNECTICUT RIVER FOUNDATION AT STEAMBOAT DOCK INC 67 MAIN STREET ESSEX CT 06426 PC GENERAL CHARITABLE 500 DARIEN COMMUNITY YOUNG MENS CHRISTIAN ASSOCIATION INC (YMCA) 2420 POST ROAD DARIEN CT 06820 PC GENERAL CHARITABLE 500 DOCTORS WITHOUT BORDERS USA INC 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 PC GENERAL CHARITABLE 1000 EE MIXON SECOND DRAGOONS FOUNDATION 217 PAINTED FALL WAY CARY NC 27513 PC GENERAL CHARITABLE 500 ESSEX COMMUNITY FUND INC PO BOX 614 ESSEX CT 06426 PC GENERAL CHARITABLE 500 ESSEX FIRE ENGINE CO 1 SPECIAL ACCT PO BOX 786 ESSEX CT 06426 PC GENERAL CHARITABLE 500 ESSEX FOUNDATION INC PO BOX 64 ESSEX CT 06426 PC GENERAL CHARITABLE 500 ESSEX HISTORICAL SOCIETY PO BOX 123 ESSEX CT 06426 PC GENERAL CHARITABLE 500 ESSEX LAND TRUST INC PO BOX 373 ESSEX CT 06426 PC GENERAL CHARITABLE 1500 FIRST CONGREGATIONAL CHURCH OF DARIEN 14 BROOKSIDE RD DARIEN CT 06820 PC GENERAL CHARITABLE 10000 FLORRENCE GRISWOLD MUSEUM INC 96 LYME STREET OLD LYME CT 06371 PC GENERAL CHARITABLE 500 FOOTHILLS EQUESTRIAN NATURE CENTER INC 3381 HUNTING COUNTRY ROAD TRYON NC 28782 PC GENERAL CHARITABLE 1500 FOUNDATION FIGHTING BLINDNESS INC 6925 OAKLAND MILLS ROAD 701 COLUMBIA MD 21045 PC GENERAL CHARITABLE 2500 HIGH COUNTRY CHARITABLE FOUNDATION INC 610 BANNER ELK HIGHWAY BANNER ELK NC 28604 PC GENERAL CHARITABLE 5000 HIGH HOPES THERAPUTIC RIDING INC 36 TOWN WOODS RD OLD LYME CT 06371 PC GENERAL CHARITABLE 500 HOSPICE OF RUTHERFORD COUNTY INC 374 HUDLOW RD FOREST CITY NC 28043 PC GENERAL CHARITABLE 1500 IVORYTON PLAYHOUSE FOUNDATION INC PO BOX 458 IVORYTON CT 06442 PC GENERAL CHARITABLE 500 LAND TRUST OF DARIEN 5 BROOK ST STE 2A DARIEN CT 06820 PC GENERAL CHARITABLE 500 LEES-MCRAE COLLEGE INC 375 COLLEGE DR PO BOX 128 BANNER ELK NC 28604 PC GENERAL CHARITABLE 10000 LOBULAR BREAST CANCER ALLIANCE PO BOX 200 119 WHITE HORSE RD WHITE HORSE BEACH MA 02381 PC GENERAL CHARITABLE 2000 LYME ART ASSOCIATION INC 90 LYME ST OLD LYME CT 06371 PC GENERAL CHARITABLE 500 MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 27106 GIFT ADMINISTRATION NEW YORK NY 10087 PC GENERAL CHARITABLE 500 NATIONAL EATING DISORDERS ASSOCIATION (NEDA) 3308 PRESTON ROAD SUITE 350-111 PLANO TX 75093 PC GENERAL CHARITABLE 500 OPERATION AIRDROP 1226 COUNTRY ROAD 4380 DECATUR TX 76234 PC GENERAL CHARITABLE 1000 RICHARD J CARON FOUNDATION (CARON) PO BOX 150 WERNERSVILLE PA 19565 PC GENERAL CHARITABLE 500 SHORELINE SOUP KITCHENS & PANTRIES INC PO BOX 804 ESSEX CT 06426 PC GENERAL CHARITABLE 1000 SKIDMORE COLLEGE 815 NORTH BROADWAY SARATOGA SPRINGS NY 12866 PC GENERAL CHARITABLE 2500 ST JUDE CHILDREN'S RESEARCH HOSPTIAL 501 ST JUDE PLACE MEMPHIS TN 38105 PC GENERAL CHARITABLE 500 STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC GENERAL CHARITABLE 3000 SUSAN GKOMEN BREAST CANCER FOUNDATION INC NATIONAL OFFICE 13770 NOEL ROAD SUIVE 801889 DALLAS TX 75380 PC GENERAL CHARITABLE 1500 THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA 4 VANDERBILT PARK DRIVE SUITE 300 ASHEVILLE NC 28803 PC GENERAL CHARITABLE 1500 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVE NE WASHINGTON DC 20002 PC GENERAL CHARITABLE 3000 THE HUMANE SOCIETY OF THE UNITED STATES 1255 23RD STREET NW SUITE 450 WASHINGTON DC 20037 PC GENERAL CHARITABLE 500 THE SIR PETER AND LADY MICHAEL FOUNDATION 1 GATE SIX ROAD BLDG B STE 201 SAUSALITO CA 94965 PC GENERAL CHARITABLE 1000 THERMAL BELT OUTREACH MINISTRY PO BOX 834 COLUMBUS NC 28722 PC GENERAL CHARITABLE 10000 UNIVERSITY OF GEORGIA FOUNDATION 1 PRESS PLACE 101 ATHENS GA 30601 PC GENERAL CHARITABLE 10000 UPSTATE FOREVER 507 PETTIGRU STREET GREENVILLE SC 29601 PC GENERAL CHARITABLE 2000 WILDLIFE CONSERVATION NETWORK INC 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 PC GENERAL CHARITABLE 6000 109500 0 14 53301 18 128207 0 181508 0 181508 0 0 0 0 0 0 0 0 0 0 DIAMANT ASSET MANAGEMENT, FIDELITY ACCOUNT 657-749031,SEE STATEMENT ATTACHED AT COST 792681 2593946 CUMMINGS & LOCKWOOD LLC - LEGAL FEES 15464 11598 3866 ADJUST BASIS TO TAX COST 2220 DIAMANT INVESTMENT CORP, INVESTMENT ADVISORY FEES 32220 32220 0 FOREIGN TAX WITHHELD 542 542 0 ESTIMATED TAX PAID FYE 11/30/2024 1050 0 0 TAX DUE FYE 11/30/22 11 0 0