2024-11-12T09:00:15-06:00 2023-12-31 871353108 EISNER ADVISORY GROUP LLC 175 BROADHOLLOW ROAD SUITE 250 MELVILLE NY 11747 990PF 2023-01-01 113545707 LAWRENCE AND MARILYN KAPLAN FOUNDATION LAWR 6318361331 25 VENUS RD SYOSSET NY 11791 SHERRY STOLZENBERG DIRECTOR 6318361331 2024-11-07 1 1 SUNGJOO HONG P00839169 5162289000 2023 2024-10-15 13:58:12Z X X 495991 X 8344 8030 8030 6482 90425 6482 22856 14512 0 0 0 2069 2069 0 900 0 900 2969 2069 900 0 0 2969 2069 900 19887 12443 19650 50645 50645 31547 31547 46674 267839 256731 398672 319036 338923 495991 0 0 X 0 0 0 0 319036 338923 319036 338923 319036 338923 319036 19887 0 338923 0 338923 ISHARES US TRANSPORTATION ETF P 2022-10-13 2023-05-23 5237 4768 469 469 SPDR S&P BANK ETF P 2022-10-31 2023-09-03 8846 9395 -549 -549 HEALTH CARE SELECT SECTOR SPDR FUND ETF P 2022-05-17 2023-02-01 8004 7759 245 245 HEALTH CARE SELECT SECTOR SPDR FUND ETF P 2022-10-13 2023-02-07 13644 13202 442 442 ENERGY SELECT SECTOR SPDR FUND ETF P 2022-05-02 2023-01-03 12363 11159 1204 1204 FINANCIAL SELECT SECTOR SPDR FUND ETF P 2023-01-03 2023-03-08 17267 16507 760 760 ISHARES US TRANSPORTATION ETF P 2022-05-17 2023-05-23 5237 5389 -152 -152 SPDR S&P BANK ETF P 2020-08-14 2023-03-09 6591 5046 1545 1545 HEALTH CARE SELECT SECTOR SPDR FUND ETF P 2022-01-13 2023-02-01 5603 4780 823 823 FINANCIAL SELECT SECTOR SPDR FUND ETF P 2020-08-14 2023-03-08 7633 5938 1695 1695 6482 173 0 173 0 173 643 0 0 0 643 0 470 470 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 1 0 0 1 N/A SHERRY STOLZENBERG 6318361331 25 VENUS RD SYOSSET NY 11791 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARILYN KAPLAN 29 WINDEMERE WAY WOODBURY NY 11797 DIRECTOR 1.00 0 0 0 STEVEN KAPLAN 39 EAGLE CHASE WOODBURY NY 11797 DIRECTOR 1.00 0 0 0 SHERRY STOLZENBERG 25 VENUS RD SYOSSET NY 11791 DIRECTOR 1.00 0 0 0 BONNIE FARELLO 5322 SIESTA COVE DRIVE SARASOTA FL 34242 DIRECTOR 1.00 0 0 0 LORI DECOSTANZO 6170 SW SADDLEBROOK LANE PALM CITY FL 34990 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 NONE 0 0 0 197014 17574 0 214588 0 0 214588 3219 211369 10568 10568 173 173 10395 0 10395 0 10395 900 0 900 10395 0 0 58772 47483 10242 37560 154057 900 0 0 0 900 0 9495 9495 144562 0 0 0 0 0 0 49277 95285 47483 10242 37560 MARILYN KAPLAN X 0 0 14 8030 18 6482 0 14512 0 14512 0 0 0 0 0 0 0 0 0 0 X X 1 MARILYN KAPLAN 113 CROSSWAYS PARK DR WOODBURY NY 11797 8344 X X 1 119 SHARES OF ISHARES S&P 500 GROWTH ETF 8344 2023-11-08 NONE 0 46 SH EXXON MOBIL CORP 3952 4599 179 SH PROCTER & GAMBLE CO 14859 26231 8 SH VIRTUS INVT PARTNERS INC 923 1934 39 SH BERKSHIRE HATHAWAY 11813 13910 1071 SH ISHARES S&P 500 GROWTH AT COST 59052 89369 318 SH INVESCO QQQ TRUST ETF AT COST 68600 130227 184 SH FINANCIAL SLECT SECTOR SPDR AT COST 6504 6918 189 SH TECHNOLOGY SLECT SECTOR SPDR AT COST 22895 36379 146 SH ENERGY SELECT SECTOR SPDR FUND AT COST 11262 12241 245 SH ISHARES S&P 500 GROWTH AT COST 9415 18400 51 SH INVESCO QQQ TRUST ETF AT COST 8283 20886 49 SH TECHNOLOGY SLECT SECTOR SPDR AT COST 6455 9432 200 SH VANECK SEMICONDUCTOR ETF AT COST 24350 34974 436 SPDR SER TR SPDR BLOOMBERG AT COST 39915 39846 MANAGEMENT FEES AND ANNUAL FEES 2069 2069 0 MARILYN KAPLAN 113 CROSSWAYS PARK DRIVE WOODBURY NY 11797 FILING FEES 900 0 900