2025-05-15T14:20:46-05:00 2024-12-31 870927541 SUSANNA BUHLER CPA PA 45 SW 9TH STREET 1602 MIAMI FL 33130 990PF 2024-01-01 816156178 UPPALURI FAMILY FOUNDATION C/O SUBBARAO UPPALURI UPPA 3056637945 6470 SW 116 STREET MIAMI FL 33156 SUBBARAO UPPALURI TRUSTEE 3056637945 2025-05-14 1 1 SUSANNA BUHLER P01794861 7072990535 2024 2025-03-06 01:10:19Z X 1985588 X 182136 5818 5818 39171 39171 1410 250763 1410 228535 46399 0 0 0 0 0 1755 0 0 1755 1121 0 0 0 2876 0 0 1755 108000 108000 110876 0 0 109755 117659 46399 0 5982 1894 1894 499000 501972 501972 107454 24463 24617 955178 975709 1362691 0 24645 24968 25000 69983 69446 1592614 1598666 1985588 0 0 X 1592614 1598666 0 0 0 0 1592614 1598666 1592614 1598666 1592614 117659 0 1710273 111607 1598666 US TREASURY BILL 2023-07-20 2024-01-18 34077 34077 0 0 BMO BANK NTNL ASS 2023-01-20 2024-01-26 25000 25000 0 0 US TREASURY BILL 2023-01-23 2024-02-29 25000 24157 843 843 US TREASURY BILL 2024-01-26 2024-04-25 24686 24686 0 0 SCHWAB VALUE ADVANTAGE M 2020-01-01 2024-04-25 40000 40000 0 0 US TREASURY BILL 2023-07-19 2024-07-31 25000 24433 567 567 SCHWAB VALUE ADVANTAGE M 2020-01-01 2024-08-27 5000 5000 0 0 US TREASURY BILL 2024-03-04 2024-09-03 25000 25000 0 0 FHLB 2024-01-19 2024-10-25 15000 15000 0 0 SCHWAB VALUE ADVANTAGE M 2020-01-01 2024-11-26 7000 7000 0 0 US TREASURY BILL 2023-07-14 2024-11-30 25000 25000 0 0 1410 645 0 645 0 645 560 0 0 0 560 0 85 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A SUBBARAO UPPALURI 3056637945 6470 SW 116 STREET MIAMI FL 33156 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUBBARAO UPPALURI 6470 SW 116 STREET MIAMI FL 33156 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 1694923 8112 0 1703035 0 0 1703035 25546 1677489 83874 83874 645 645 83229 0 83229 0 83229 109755 0 109755 83229 46113 0 0 109755 46113 0 0 63642 0 0 0 0 0 0 0 0 19587 0 0 0 SUBBARAO UPPALURI X INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 UNAFFILIATED PC SCHOLARSHIPS 25000 BAPTIST HEALTH FOUNDATION 6855 RED ROAD CORAL GABLES FL 33143 UNAFFILIATED PC DONATION 50000 JUNIOR LEAGUE OF MIAMI 713 BILTMORE WAY CORAL GABLES FL 33134 UNAFFILIATED PC SCHOLARSHIPS 9000 JOSHUAS HEART FOUNDATION 2056 NE 155TH ST NORTH MIAMI BEACH FL 33162 UNAFFILIATED PC FOOD DISTRIBUTION 8000 KRISTI HOUSE INC 1265 NW 12TH AVE MIAMI FL 33136 UNAFFILIATED PC DONATION 15000 AKSHAYA PATRA USA PO BOX 14220 FREEMONT CA 94539 UNAFFILIATED PC DONATION 1000 108000 0 14 5818 14 39171 18 1410 0 46399 0 46399 0 0 0 0 0 0 0 0 0 0 X X 1 SUBBARAO UPPALURI 6470 SW 116 ST MIAMI FL 33156 20334 X 2 SUBBARAO UPPALURI 6470 SW 116 ST MIAMI FL 33156 35617 X 3 SUBBARAO UPPALURI 6470 SW 116 ST MIAMI FL 33156 24776 X 4 SUBBARAO UPPALURI 6470 SW 116 ST MIAMI FL 33156 43981 X 5 SUBBARAO UPPALURI 6470 SW 116 ST MIAMI FL 33156 7428 X 6 SUBBARAO UPPALURI 6470 SW 116 ST MIAMI FL 33156 50000 X 1 100 SHARES AMZN 20334 2024-11-06 2 200 SHARES AVGO 35617 2024-11-06 3 100 SHARES AAPL 24776 2024-12-13 4 200 SHARES AVGO 43981 2024-12-13 5 200 SHARES PLTR 7428 2024-12-13 TAX PREPARATION FEES 1755 0 0 1755 25,000 UNITS TOYOTA MOTOR CRE 4.45% 24645 24968 74,196 SHS OPKO HEALTH INC 603955 109068 1,000 SHS AMAZON, INC 48779 219390 800 SHS ISHARES CORE S&P 500 129493 470944 200 SHS VANGUARD 12508 57962 200 SHS APPLE, INC 3612 50084 100 SHS CATERPILLAR INC. 8449 36276 2,000 SHS U.S. BANCORP 3.75% PFD 49990 33760 1,000 SHS GLOBAL X US PREFERRED 26137 19510 1,000 SHS GOLDMAN SACHS 3.75% PFD 24920 22560 100 SHS APPLE, INC 1806 25042 100 SHS VANGUARD 6254 28981 100 SHS ALPHABET INC 3802 18930 100 SHS INTUITIVE SURGICAL 10479 52196 100 SHS ISHARES CORE S&P 500 20581 58868 200 SHS CSCO SYSTEMS INC 4413 11840 100 SHS AMAZON, INC 9016 21939 100 SHS APPLE, INC 1806 25042 100 UNITS PALANTIR TECHNOLOGIES IN 1000 7563 400 UNITS BROADCOM INC 8709 92736 24463 24617 0 0 25,000 UNITS FHLB 4.8% AT COST 25013 24892 25,000 UNITS FHLB 5.625% AT COST 25000 24875 20,000 UNITS FHLB 5.1% AT COST 19970 19679 BASIS ADJUSTMENT - CORPORATE STOCK 111607 EXCISE TAX ON INVESTMENT INCOME 1121 0 0 0