Gene Yaw: 2025 statement

Q7-SM/
Statement of Financial Interests E. Eugene Yaw
Supplement 2025
#9
American Express -882 258-3741 20.09%
AA Advantage MasterCard —265-928-303975 20 09%
Capital One MasterCard---RO0-CAPITA! 20.09%
Capital One Venture Visa—800-CAPITAL 20.09%
Bracks Rrotherse MasterCard 888-274-3777 20.09%
Capital One Quicksilver MasterCard —&80N0-CADPITAI 20.09%
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Persning Advisur Sojutions ULC, One Pei hing Plaza, Jersey City, NICE om as)
EQT AMD LLC, 400 Woodside Urive, Canonsburg, Pa 15317 oO
(See aliauied coniniuation) 2
#13
Pennsylvania Caiiege of Technology — Board ui Directors, Chatinan, One Coliege Avenue,
Williamsport, Pa 17701
DCNR Wild Resources Advisory Board, board member, Rachei Carson Building, 400 Market
St, Warrishura Pa Y71N4

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Sope
As of 12/31/25
Yaw Individual
Symbel Ses. Description Address
ABX ABACUS GLOBAL MGMT INC CLA 2101 Park Center Drive, Suite 170, Orlando, FL 32835
AGG ISHARES TR CCRE U S AGGREGATE BD ETF iShares/BtackRock 400 Howard St. San Franciso, CA 94105
BRK 8 BERKSHIRE HATHAWAY iNC DEL CL 8 NEW 3555 Farnam Street, Omaha, NE 68131
CAT CATERPILLAR INC COM 100 NE ADAMS ST, PEORIA, It 61629
CMI CUMMINS INC 500 Jackson Street, COLUMBUS, IN 47201
OFIV DIMENSIONAL INTERNATIONAL VALUE ETF Dimensional, 1515 South Tryon Street, Charlotte, NC 28203
EELDX EATON VANCE EMERGING MARKETS DAT OPPS R6 £aton Vance Funds, x 534439, Pittsburgh, PA 15253-4439
FNCFX FRANKLIN INCOME FUND CLASS R6 Frenklin Temp:eton P. Babsbauk Bi be PeerseLey, FOx3Btgo30
HAL I€F HALLIBURTON ISHARES TR 7-10 CO YR COM TREAS BD ETF 3000 iShares/ North BlackRock Sam Houston 400 eee East, HOUSTON, TX 77032
tUSG WH WR ISHARES ISHARES ISHARES TR TR TR CORE CORE CORE S&P S&P S&P SMALL-CAP LU MID-CA® S GROWTH ETF ETF ETF IShares/BlackRock iShares/BiackRock iShares/BiackRock 400 400 400 neta pales weer Ho! Sete y piens iyi HESS ON
Tw ISHARES TR CORE S&P 500 ETF iShares/BlackRock 400 Howard St. San Francigo, CA 94105
LAC LITHIUM AMERICAS CORP REGISTERED SHS ISIN#CA53680Q2071 300 - 900 West Hastings Street Vancouver, 8C V6C 1E5 Canada
LAR LITHIUM ARGENTINA 4G COM SHS 300 - 900 West Hastings Street Vancouver, BC V6C 1E5 Canada
LICYQ LI-CYCLE HOLDINGS CORP COM NEW 2351 Royal Windsor Drive Unit 10 Mississauga, ON LS) 4S7 Canada
uit GLOBAL X LITHIUM AND SATTERY ETF 1 Freedom Valley Drive, Oaks, PA, 19456
OXY OCCIDENTAL PETE CORP Occidenta! Petroleum c/o EQ Shareowner Services 1110 Certre Pointe Curve, Suite 101 Mendota Helghts, MN 55120-4100
PIMIX PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PRPEX PERMANENT PORTFOLIO CLASS 1 ¢/o U.S. Bank Global Fund Services P.O. Box 701 Milwaukee, Wisconsin 53201
QQQM INVESCO EXCKANGE- TRADED FD TR I] NASDAQ 100 ETF Invesco Trust Company Two Peachtree Pointe 1555 Peachtree Street, N.E. Atlanta, Georgia 30309
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94:05
UTES VIRTUS REAVES UTILITIES ETF Virtus Investment Partners, P.O. Box 534470, Pittsburgh, PA 15253-4470
vcIT VANGUARD SCOTTSDALE FDS INTERMEDIATE-TERM CORP Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FO FTSE Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VFLO VICTORYSHARES FREE CASH FLOW ETF Victory Funds, P.O. Box 182903, Columbus, OH 43218-2903
VMRXX VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
vwo VANGUARD INTL EQUITY INDEX FOS FTSE Vanguard P.O. Box 1110 Valley Forge, 9A 19482-1110
XLRE REAL ESTATE SELECT SECTOR SPDR FUND State Street Global Advisors, Channel Center, 1 Iron Street, Boston, MA 02210
Yaw Joint /Pepperman Joint
Symbol Sec. Deacription Address
DEW WISOOMTREE TR GLOBAL HIGH DIVID FD WisdomTree, Inc., 250 West 34th St, 3rd Floor,New York, NY 10129
OFIV DIMENSIONAL INTERNATIONAL VALUE ETF Dimersionat, 1515 South Tryon Street, Chariotte, NC 28203
EELDX EATON VANCE EMERGING MARKETS DBT OPPS R6 Eaton Vance Funds, Box 534439, Pittsburgh, PA 15253-4439
FNCFX FRANKLIN INCOME FUND CLASS R6 Franklin Templeton P.O. Box 33030 St. Petersburg, FL 33733-8030
IEF ISHARES TR YR TREAS BD ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
DH ISHARES TR CORE S&P MID-CAP ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
DR ISHARES TR CORE S&P SMALL-CAP ETF iShares/BiackRock 400 Howard St. San Francisco, CA 94105
Iw ISHARES TR CORE S&P S00 ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
MMHI1X MAINSTAY MACKAY HIGH YIELD MUN] BOND New York Life Investments 30 Hudson Street Jersey City, N) 07302
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF New York Life Investments 30 Hudson Street Jersey Cty, NJ 07302
PIMIX PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PRPFX PERMANENT PORTFOLIO CLASS I c/o U.S. Bank Global Fund Services P.O. Bax 701 Milwaukee, Wisconsin 53201
VBIAX VANGUARD BALANCED [INDEX Vanguard P.O, Box 1110 Valley Forge, PA 19482-1110
VCITF VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORP Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FO FTSE Vanguerd P.O. Box 1110 Valley Forge, PA 19482-1110
VFLO VICTORYSHARES FREE CASH FLOW ETF Victory Funds, P.O. Box 182993, Columbus, OH 43218-2903
Vwo VANGUARD INTL EQUITY INDEX FDS FTSE Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
XLRE REAL ESTATE SELECT SECTOR SPOR FUND State Street Global Advigors, Channel Center, 1 Iron Street, Boston, MA 02210
‘
Hudock Capital Group, LLC does not render tax or legal advice, but we will be pleased to work with professionals you may hire In those areas. This document wes produced using a personal computer. The data contained herein was obtained from
sources we believe reliable, but we do not guarantee its accuracy. Please consult your account staternents as ‘he officia’ record for ati account values and transactions. Tre material has been prepared or is distributed soleiy for nformation purposes and
is not a solidtatior or an offer to buy any security or instrument or to participate in any trading strategy.

HT SN 20)
As of 12/31/28
Pepperman Individual
Symbol Sec, Description Address
AGG ISHARES TR CORE U S AGGREGATE BD ETF Shares/BlackRock 400 howard St. San Franciso, CA 94105
BRK B BERKSHIRE HATHAWAY INC DEL CL B NEW 3555 Farnam Street, Omaha, NE 68131
cow2 PACER FOS TR US CAS: COWS 100 ETF S00 Chesterfie!d Pkwy, Maivern, PA 19355
OFIV OLMENSIONAL INTERNATIONAL VALUE ETF Dimensional, 1515 South Tryon Street, Charlotte, NC 28203
EELOX EATCN VANCE EMERGING MARKETS OBT OPPS R6 Eaton Vance Funds, P.O. Box 534439, Pittsburgh, PA 15253-4439
FNCFX © FRANKLIN INCOME FUND CLASS R6 Franklin Templeton P.O. Box 33030 St. Petersburg, Fl 33733-8030
HBUVX HARTFORD BALANCED INCOME FUND CLASS R6 Hartford Funds P.O. Box $5022 Boston, MA 02205-5022
DH 1eF ISHARES ISHARES TR TR CORE 7-10 YR S&P TREAS MID-CAP BD ET= ETF iShares/BlackRock iShares/BlackRock 409 409 Howard Howard St. St. San San Franciso, F-anciso, CA CA 94105 94105 2276 nadie ‘ 9 In Mo. wae 5 b
DR ISHARES TR CORE S&P SMALL-CAP ETF (Shares/BlackRock 4CO Howard St. San Franciso, CA 94105
JUSG ITOT ISHARES ISHARES TR TR S&P CORE 1500 S@P INDEX U S GROWT4 FC ETF iShares/BlackRock (Shares/BlackRock 400 400 Koward Howard St. St. San San Franciso, Francis, CA CA 94105 94105 SHATE E TH ! CS
JPST Iw JPMORGAN ISHARES TR ULTRA-SHORT CORE S&P 500 INCOME ETF ETF (Shares/BlackRock J.P. Morgan Funds, 400 801 Howard Pennsylvania St. San Ave Franciso, Suite 219143, CA 94105 Kansas City, C MO Q AtCH i J Mt i S Ss a) N
MGISX MORGAN STANLEY GLOBAL FRANCHISE R6 Morgan Stanley, c/o OST Asset Manager Solutions, Inc., P.O. Box 219804, Kavsas City, MO 64121-9804
MINT PIMCC ETF TR ENHANCED SHORT MAT 1633 Broadway New York, NY 10019
MMHIX MAINSTAY MACKAY HIGH YIELD MUNI BOND New York Life Investments 30 Hudson Street Jersey City, NJ 07302
MUB ISHARES T2 NATL MUN BO ETF FO iShares/BlackRock 400 Howard St. San Franciso, CA 94105
PHMIX PIMCO HIGH YIELD MUNICIPAL BOND FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 19019
PIMIX PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PRPFX PERMANENT PORTFOLIO CLASS I c/o U.S. Bank Global Fund Services P.O. Box 701 ‘iiwaukee, Wisconsin 53201
QQQm INVESCO EXCHANGE-TRADED FC TR 1] NASDAQ 100 ETF Invesco Trust Company Two Peachtree Pointe 1555 Peachtree Street, N.E. Atlanta, Georgia 30309
SCHD SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF Charles Schwab & Ca., inc. Orlando Operations Center P.O. Box 628291 Orlando, FL 32862-8291
SFCWX AMERICAN FUNDS SMALL CAP WORLD American Funds Service Co P.O. Box 6007 Indianapolis, IN 46206-6007
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BONE ETF IShares/BlackRock 400 Howard St. San Franciso, CA 94105
UTES VIRTUS REAVES UTILITIES ETF Virtus Investment Partners, P.O. Box 534470, Pittsburgh, PA 15253-4470
VBIAX VANGJARD BALANCED INDEX FUND ADMIRAL SHARES Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
vcrr VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORP Varquard P.O. Box 1110 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANAGED INTL FD FTSE DEVELOPED MKTS ETF Vanguard Box 1116 Valley Forge, PA 19482-1110
VFLO VICTORYSHARES FREE CASH FLOW F7F Victory Funds, P O. Box 182903, Columbus, OH 43718-2903
VMRXX VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUNO ADMIRAL SHARES. Varquard P.O. Box 1110 Valley Forge, PA 19482-1110
VNQ VANGUARD INDEX FDS REIT ETF Vanguard P.O. Box 1110 Valley Forge, PA 19482-1110
v1 VANGUARD TOTAL STOCK MARKET ETF Vanquard P.O. Box 1110 Valley Forge, PA 19482-1110
vVwo VANGAURDO INTL EQUITY INDEX FOS FTSE EMERGING MKTS ETF Vanquard P.O. Box 1119 Valley Forge, PA 19482-1110
XLRE REAL ESTATE SELECT SECTOR SPOR FUND State Street Global Advisors, Channel Center, 1 [ron Street, Boston, MA 02210
Yaw Joint /Pepperman Joint
aumbel Sec, Description Address
DEW WISDOMTREE TR GLOBAi HIGH DIVIO FD WisdomTree, inc., 250 West 34th St, 3-d Floor,New York, NY 10119
OFIV OIMENSIONAL INTERNATIONAL VALUE ETF Dimensional, 1515 South Tryon Street, Chanotte, NC 28203
EELDX EATON VANCE EMERGING MARKETS OBT OPPS 86 Eaton Vance Funds, P.O. Box 534439, Pittsburgh, PA 15253-4439
FNCFX FRANKLIN INCOME FUND CLASS R6 Franklin Ternoreton P.O. Box 33030 St. Petersburg, FL 33733-8030
TEF ISHARES TR 7-10 YR TREAS BD ETF IShares/BlackRock 4CO Howard St. San Francisca, CA 94105
DH ISHARES TR CORE S&P MID-CAP ETF iShares/BlackRock 400 Howard St. San Francisco, CA 94105
DR ISHARES TR CORE S&P SMALL-CAP ETF iShares/BlackRock 400 Howard St. San Francisco, CA 9410S
TW ISHARES TR CORE S&P 500 ETF iShares/BlackRock 400 Howard St. San Franciso, CA 94105
MMHIX MAINSTAY MACKAY HIGH YIELD MUNI BOND New York Ufe Investments 30 Hudson Street Jersey City, N} 07302
MMIT NYLI MACKAY MUNI INTERMEDIATE ETF New York Life Investments 30 Hudson Street Jersey City, NJ 07302
PIMC PIMCO INCOME FUND INSTITUTIONAL CLASS 1633 Broadway New York, NY 10019
PRPFX PERMANENT PORTFOLIO CLASS I c/o U.S. Bank Global Func Services P.O. Box 701 Milwaukee, Wiseonaln 53201
VBIAX VANGUARD BALANCED iNDEX Vanquard P.O, Box 1110 Valley Forge, PA 19482-1119
vcit VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORP Vanguard P.O. Box 1115 Valley Forge, PA 19482-1110
VEA VANGUARD TAX-MANASCD INTL TO TSE Vanguard P.C. Box 1510 Valley Forge, 9A 19482 ii
VFLO VICTORYSHARES FREE CASH FLOW ETF Victory Funds, P.O. Box 182903, Columbus. OH 43218-2903
vwo VANGUJARD INTL EQUITY INDEX FOS FTSE Vanguard P.O. Box 1110 Valley Forge, PA 19482 1110
XLRE REAL ESTATE SELECT SECTOR SPDR FUND State Street Global Advisors, Channel Center, 1 lron Street, Boston, MA 02270
dudock Capital Group, LLC does not render tax or legal advice, but we will be pleased to work with professionals you may hire ir these areas. This document was produced using a persona: computer. The data contained herein was obtained
from sources we belleve reliable, but we do not guarantee its accuracy. Please consult your account statements as the official record for all account vatues and transactions. ‘he material has oeen prepared or 1s distributed solely for nformation
purposes 

QI7-SW/
Statemeii of Fiaitcial Interests C. Cugene Yaw
Suppiement 2925
#13 (Continued)
Center for Rural Pennsylvania — Board of Directors, Chairman, 625 Forster Street,
Harrisburg, Fa £7420
Chesapeake Bay Commission—Board of Directors, Chairman, 60 West Street, Annapolis,
MD 21401
Consortium for Advance Menufacturing Productivity (CABG) beard mernber, Cne
Cottege Ave, Williamsport, Pa 17701
Pennsylvania Energy Development Authority—board member, 400 Market St,
Environmental Quality Board, board member, 400 Market Street, Harrisburg, Pa 17101
Aggregate Advisory Board, board member, 400 Market Street, Harrisburg, Pa 17101
Low-Level asic Aavicary Goard, board member, 460 Mockel St ifiarisbure, va L/dul biG
Recycling Fund Advisory Committee, board member, 400 Market St, Harrisburg, Pa
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