2025-09-08T12:16:35-05:00 2024-12-31 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990PF 2024-01-01 331179793 DAVID AND HILDA FINS FAMILY FOUNDATION DAVI 2033599151 591 WESTOVER ROAD STAMFORD CT 06902 DEBORAH FINS PRESIDENT 2033599151 2025-09-08 0 WALTER J MCKEEVER JR P00964495 2036228625 X 2024 2025-03-06 01:10:19Z X 1303477 X X 16102 16102 67398 162052 67398 83500 83500 0 0 0 337 337 0 110 110 0 4796 4796 0 5243 5243 0 60700 60700 65943 5243 60700 17557 78257 3590 8603 8603 290475 303019 1294874 294065 311622 1303477 0 0 X 294065 311622 294065 311622 294065 311622 294065 17557 0 311622 0 311622 GLOBAL X US INF DEV ETF P 2023-07-19 2024-07-01 729 642 87 87 GOLDMAN SACHS ACTIVEBETA P 2024-07-01 5104 4774 330 330 GQG PARTNERS EMRG MKTS EQ INS P 2024-04-05 2024-07-01 3582 3444 138 138 ISHARES EDGE MSCI MIN VOL USA P 2024-04-05 2024-07-01 2405 2109 296 296 ISHARES MSCI INTERNATIONAL Q P 2024-08-03 2024-04-05 1522 1373 149 149 JPMORGAN EM MARKET EQ CORE P 2024-08-03 2024-07-01 6882 6968 -86 -86 JPMORGAN HEDGED EQUITY P 2024-12-10 2115 1909 206 206 COHEN & STEERS REALTY SHS INC P 2023-07-19 2024-11-12 219 196 23 23 FT VEST S&P 500 DIVIDENDS ARI P 2023-08-03 2024-11-12 1776 1775 1 1 GLOBAL X MLP & ENERGY INFRAS P 2023-07-19 2024-11-12 605 413 192 192 GLOBAL X US INF DEV ETF P 2023-07-19 2024-11-12 405 289 116 116 GUGGENHEIM TOTAL RETURN BD I P 2024-07-01 2086 2433 -347 -347 INVESCO CONSERVATIVE INC INST P 2024-07-01 1714 1714 0 0 INVESCO FLOATING RATE ESG Y P 2024-07-01 955 1023 -68 -68 INVESCO OPTIMUM YIELD DIVERSIF P 2024-12-10 80 86 -6 -6 INVESCO S&P 500 GARP ETF P 2022-12-13 2024-04-05 5910 4841 1069 1069 ISHARES EDGE MSCI MIN VOL USA P 2024-04-05 8718 8253 465 465 ISHARES MSCI INTERNATIONAL Q P 2024-12-10 900 810 90 90 ISHARES MSCI INTL VALUE FACTOR P 2024-12-10 2455 2065 390 390 JPMORGAN EQUITY PREMUM INCO P 2024-07-01 617 604 13 13 JPMORGAN HEDGED EQUITY P 2027-11-12 3198 2674 524 524 JPMORGAN US VALUE FACTOR ETF P 2024-07-01 1301 1110 191 191 SPDR PORTF S&P 500 VALUE ETF P 2024-04-05 7373 6040 1333 1333 SPDR PORTF S&P 500 ETF TRUST P 2024-07-01 2180 1209 971 971 TCW CORE FIX INCOME I P 2024-12-10 2823 2951 -128 -128 VANGUARD FTSE EUROPE ETF P 2024-07-01 3343 2617 726 726 WISDOMTREE FLOATING RATE TRE P 2024-12-10 3825 3828 -3 -3 WISDOMTREE TRUST JAPN HEDGE EQ P 2024-04-05 667 377 290 290 WISDOMTREE US HIGH DIV FND P 2024-04-05 8426 8752 -326 -326 TCW METWEST LOW DUR BD P 2024-12-10 18054 17858 196 196 APPLE INC P 2024-12-18 20162 370 19792 19792 INTUITIVE SURGICAL INC P 2024-12-18 21715 502 21213 21213 MASTERCARD INC P 2024-12-18 20143 645 19498 19498 CAPITAL GAINS DIVIDENDS P 63 63 63 67398 1088 0 1088 0 1088 0 0 0 0 0 6 1094 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 0 N/A WALTER J MCKEEVER CO LLC 2036228625 PO BOX 5147 GREENWICH CT 06831 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DEBORAH FINS 591 WESTOVER ROAD STAMFORD CT 06902 PRESIDENT 1.00 0 0 0 STEPHANIE FINS 800 WEST END AVE NEW YORK NY 10025 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