2025-03-06T05:35:11-06:00 2024-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2024-01-01 206325176 THE ASHURST FOUNDATION ASHU 6178167903 CO WOLF CO 255 STATE STREET BOSTON MA 02109 ROBERT C POZEN TRUSTEE 6178167903 2025-03-05 1 1 HILLARY BURR CPA P00910379 6174399700 2025-03-05 2024 2025-03-06 01:10:19Z X X 19088348 X 500 X 1160197 1160197 15164 819284 15164 1175861 1175361 0 0 0 4750 0 4750 205 205 0 28910 0 0 500 0 500 34365 205 5250 3247060 3247060 3281425 205 3252310 -2105564 1175156 105806 1478135 1478135 12701973 9409446 9409446 7513924 8200767 8200767 20321703 19088348 19088348 0 0 X 0 0 0 0 20321703 19088348 20321703 19088348 20321703 19088348 20321703 -2105564 872209 19088348 0 19088348 FIDELITY P 707260 804120 -96860 -96860 CAPITAL GAINS DIVIDENDS P 112024 112024 112024 15164 16335 0 16335 0 16335 20480 0 0 0 20480 0 4145 4145 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 1 1 N/A ROBERT C POZEN 6178167903 1301 MAIN STREET APT 1001 SARASOTA FL 34236 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT C POZEN 1301 MAIN STREET APT 1001 SARASOTA FL 34236 TRUSTEE 0.00 0 0 0 ELIZABETH K POZEN 1301 MAIN STREET APT 1001 SARASOTA FL 34236 TRUSTEE 0.00 0 0 0 JOANNA R POZEN 166 PROSPECT PLACE APT 2 BROOKLYN NY 11238 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 20286120 616658 0 20902778 0 0 20902778 313542 20589236 1029462 1029462 16335 16335 1013127 0 1013127 0 1013127 3252310 0 3252310 1013127 936205 0 0 3252310 936205 0 0 1013127 1302978 0 0 1302978 0 0 0 0 0 0 0 1302978 1302978 ELIZABETH K POZEN X FIDELITY CHARITABLE FUND PO BOX 770001 CINNCINNATI OH 452770053 NOT RELATED 501(C)(3) CHARITABLE 3247060 3247060 0 14 1160197 18 15164 0 1175361 0 1175361 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 4750 0 4750 ABBVIE INC COM 906270 906270 AGNC INVT CORP COM 891362 891362 AKAMAI TECHNOLOGIES 621725 621725 ALTRIA GROUP INC 478454 478454 ANNALY CAP MGMT INC COM 855836 855836 APOLLO GLOBAL MGMT INC 1651600 1651600 BLACKSTONE INC 2019383 2019383 CONOCOPHILLIPS 257842 257842 EXON MOBIL CORP 537850 537850 INTL BUSINESS MACHINES 115411 115411 JOHNSON & JOHNSON 274778 274778 PFIZER INC COM 265300 265300 PHILIP MORRIS INTL INC 335175 335175 RAYTHEON TECHNOLOGIES CORP 198460 198460 CITIGROUP INC NOTE AT COST 295935 295935 FIDELITY BLUE CHIP GROWTH AT COST 1995956 1995956 FIDELITY FLOATING RATE HIGH INC AT COST 2068202 2068202 GENERAL MTRS CO NOTE CALL MAKE WHOLE AT COST 497785 497785 HCA INC. NOTE CALL MAKE WHOLE AT COST 303987 303987 JP MORGAN EXCHANGE TRADED EQUITY AT COST 632830 632830 SPDR SER TR S&P REGL BKG AT COST 229330 229330 VANGUARD REAL ESTATE ETF AT COST 582138 582138 WISDOMTREE TR DIVID EX-FINANCIALS FD AT COST 1594604 1594604 MA PC FEE 500 0 500 UNREALIZED GAINS/LOSSES 845109 NONDIVIDEND DISTRIBUTIONS 27100 INVESTMENT FEES 205 205 0 FEDERAL TAXES 28910 0 0