2025-04-03T11:17:25-05:00 2024-11-30 510474128 PLATINUM FINANCIAL MANAGEMENT INC 9200 SUNSET BLVD STE 600 LOS ANGELES CA 90069 990PF 2023-12-01 206761070 BODHISATTVA FOUNDATION BODH 3102789000 158 ACARI DRIVE LOS ANGELES CA 90049 ALISA FREUNDLICH TRUSTEE 3104761177 2025-04-03 1 1 MICHAEL ULLMAN P00272975 3102789000 2023 2025-03-06 01:10:19Z X 590966 X X 1020 1020 13281 13281 50307 359652 50307 64608 64608 0 0 0 850 0 0 2134 0 0 25 0 0 3009 0 0 26800 26800 29809 0 26800 34799 64608 232553 14878 14878 277236 529710 576088 509789 544588 590966 0 0 X 0 0 0 0 509789 544588 509789 544588 509789 544588 509789 34799 0 544588 0 544588 316 SHS VANGUARD SCOTTSDALE 2022-12-07 2024-01-09 25438 25094 344 344 180 SHS ISHARES ESG AWARE 2021-10-13 2024-01-19 13314 14134 -820 -820 200 SHS ISHARES ESG AWARE 2021-10-13 2024-01-19 14793 15704 -911 -911 250 SHS ENBRIDGE, INC 2024-01-18 2024-03-20 8900 8957 -57 -57 100 SHS VANGUARD INT'L HIGH DIV 2024-01-18 2024-05-03 6895 6441 454 454 500 SHS BARRICK GOLD CORP 2024-01-19 2024-06-07 8112 7790 322 322 100 SHS CRISPR THERAPEUTICS AG 2024-02-22 2024-06-07 5818 8920 -3102 -3102 JPMORGAN #5057 2021-10-13 2024-06-07 276382 222305 54077 54077 50307 898 0 898 0 898 550 0 0 0 550 0 348 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A ALISA FREUNDLICH 3104761177 158 ACARI DRIVE LOS ANGELES CA 90049 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALISA FREUNDLICH 158 ACARI DRIVE LOS ANGELES CA 900493002 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 408046 147690 0 555736 0 0 555736 8336 547400 27370 27370 898 898 26472 0 26472 0 26472 26800 0 26800 26472 9065 0 0 26800 9065 0 0 17735 0 0 0 0 0 0 0 0 8737 0 0 0 X COMMUNITY SHUL OF MONTECITO 9100 W PICO BLVD LOS ANGELES CA 90035 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 1800 FRIENDS OF THE LOS ANGELES PHILHARMONIC 151 S GRAND AVE LOS ANGELES CA 90012 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 1500 HUMAN RIGHTS WATCH 1259 LINDA VISTA AVE PASADENA CA 91103 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 5000 KRISHNAMURTI FOUNDATION OF AMERICA PO BOX 1560 OJAI CA 93024 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 500 LOS ANGELES GIVING CIRCLE 371 BROCKMONT DR GLENDALE CA 91202 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 1500 MEDITATION MOUNT 10340 REEVES ROAD OJAI CA 93023 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 500 PAUSE YOUR MIND 648A VENICE BLVD VENICE CA 90291 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 5000 RED CANARY MAGAZINE 961 S MARIPOSA ST DENVER CO 80202 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 2500 GUARDIANS OF LOS ANGELES 10780 SANTA MONICA BLVD 225 LOS ANGELES CA 90025 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 1000 DIDI HIRSCH MENTAL HEALTH SERVICES 4760 SEPULVEDA BLVD CULVER CITY CA 90230 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 1000 DIGNITY MOVES 870 MARKET ST 1151 SAN FRANCISCO CA 94102 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 3000 FLAG FOUNDATION 2920 THORN RD SEBASTOPOL CA 95472 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 2000 HARBOR INTERFAITH 670 W 9TH ST SAN PEDRO CA 90731 NO RELATION TO CONTRIBUTOR PC GENERAL FUND 1500 26800 0 14 1020 14 13281 18 50307 0 64608 0 64608 0 0 0 0 0 0 0 0 0 0 PLATINUM FINANCIAL MGMT 850 0 0 CORPORATE STOCKS/MUTUAL FUNDS/GOV'T BONDS 529710 576088 CHARLES SCHWAB - INVESTMENT ADVISORY FEES 2134 0 0 STATE FILING FEES 25 0 0