2025-10-15T11:48:15-05:00 2024-11-30 475284605 ERIC ZHANG & ASSOCIATES LLP 860 HILLVIEW CT STE 230 MILPITAS CA 95035 990PF 2023-12-01 472533778 JHGM FOUNDATION JHGM 6509069290 1250 TRINITY DR MENLO PARK CA 94025 JIANG HU PRESIDENT & CEO 6509069290 2025-10-15 1 0 ERIC ZHANG CPA P00548506 4084358828 2023 2025-03-06 01:10:19Z X 1554192 X 26493 22 22 18376 18376 62168 114273 62168 107059 80566 0 0 0 2122 0 2122 1314 1314 0 5457 0 23871 5055 18816 32764 6369 20938 39569 39569 72333 6369 60507 34726 74197 62942 85972 85972 24203 15543 15545 345742 370738 1303492 125152 135178 126787 42696 21923 17466 20773 20773 1623 1623 1623 577128 629827 1554192 26522 44495 26522 44495 X 506604 533096 0 0 44002 52236 550606 585332 577128 629827 550606 34726 0 585332 0 585332 415 SHARES ORACLE P 2022-12-13 2024-10-09 71793 16305 55488 55488 342.42 SHARES STRATEGIC ADVISERS FIDELITY P 2018-10-26 2024-01-17 3116 3423 -307 -307 165.882 SHARES FID SAI LONG TERM TREASURY BOND INDEX P 2023-12-16 2024-01-17 1201 1123 78 78 27.074 SHARES STRATEGIC ADVISERS FID US P 2018-04-11 2024-02-21 418 295 123 123 46.830 SHARES STRATEGIC ADVISERS FIDELITY P 2018-04-11 2024-02-21 421 468 -47 -47 127.597 SHARES STRATEGIC ADVISERS FID US P 2018-04-11 2024-04-05 2049 1389 660 660 84.551 SHARES STRATEGIC ADVISERS FIDELITY INTL FUND P 2018-10-26 2024-04-05 1035 862 173 173 224.219 SHARES STRATEGIC ADVISERS FIDELITY P 2018-04-11 2024-04-05 2022 2243 -221 -221 66.526 SHARES STRATEGIC ADVISERS FID EMERGING P 2018-11-29 2024-05-08 818 783 35 35 67.651 SHARES FIDELITY SAI US TREASURY BOND INDEX P 2024-03-16 2024-05-08 580 588 -8 -8 6.799 SHARES FIDELITY SAI INFLATION FOCUSED FD P 2018-09-11 2024-06-26 622 723 -101 -101 152.758 SHARES STRATEGIC ADVISERS FID US P 2018-04-11 2024-06-26 2586 1668 918 918 249.638 SHARES STRATEGIC ADVISERS FIDELITY P 2018-04-12 2024-06-26 2264 2495 -231 -231 94.724 SHARES STRATEGIC ADVISERS FID US P 2018-04-13 2024-09-12 1593 1045 548 548 22.932 SHARES FIDELITY ADVISOR STRATEGIC INC CL I P 2021-02-25 2024-09-12 269 258 11 11 278.236 SHARES STRATEGIC ADVISERS FIDELITY CORE INCOME P 2018-10-26 2024-09-12 2624 2781 -157 -157 24.615 SHARES FIDELITY SAI HIGH INCOME FUND P 2021-06-25 2024-09-12 226 244 -18 -18 2.642 SHARES FIDELITY SAI INFLATION FOCUSED FD P 2018-10-26 2024-10-10 231 281 -50 -50 123.820 SHARES STRATEGIC ADVISERS FID EMERGING MARKETS P 2018-11-29 2024-10-10 1642 1465 177 177 213.823 SHARES STRATEGIC ADVISERS FID US TOTAL STOCK P 2018-11-30 2024-10-10 3759 2358 1401 1401 175.857 SHARES STRATEGIC ADVISERS FID US TOTAL STOCK P 2018-04-11 2024-10-30 3114 1939 1175 1175 72.530 SHARES STRATEGIC ADVISERS FIDELITY INTL FUND P 2018-04-11 2024-10-10 941 751 190 190 16.648 SHARES FIDELITY SAI EMERG MARKETS INDEX P 2018-09-11 2024-10-10 248 226 22 22 46.554 SHARES FIDELITY SAI EMERG MARKETS INDEX P 2018-09-11 2024-10-30 682 632 50 50 496.937 SHARES FIDELITY SAI US TREASURY BOND INDEX P 2024-09-16 2024-10-10 4398 4322 76 76 25.250 SHARES FIDELITY SAI HIGH INCOME FUND P 2018-10-26 2024-10-30 233 250 -17 -17 265.693 SHARES STRATEGIC ADVISERS FID US TOTAL STOCK P 2018-10-26 2024-11-22 4830 2930 1900 1900 39.757 SHARES FIDELITY SAI EMERG MARKETS INDEX P 2018-03-26 2024-11-22 558 258 300 300 62168 1031 0 1031 0 1031 0 0 0 0 0 36 1067 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A JIANG HU 6509069290 1250 TRINITY DR MENLO PARK CA 94025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JIANG HU 1250 TRINITY DR MENLO PARK CA 94025 PRESIDENT & CEO 10.00 0 0 0 YANCHENG MEI 1250 TRINITY DR MENLO PARK CA 94025 CFO 10.00 0 0 0 NONE 0 NONE 0 0 1249861 60512 1623 1311996 0 0 1311996 19680 1292316 64616 64616 1031 1031 63585 0 63585 0 63585 60507 0 8764 69271 63585 11917 0 0 69271 11917 0 0 57354 0 0 0 0 0 0 0 0 6231 0 0 0 JIANG HU YANCHENG MEI X KQED INC 2601 MARIPOSA ST SAN FRANCISCO CA 94110 N/A PUBLIC CHARITY DONATION 2060 LAS LOMITAS EDUCATION FOUNDATION PO BOX 7282 MENLO PARK CA 94026 N/A PUBLIC CHARITY DONATION 7616 LAS LOMITAS EDUCATION FOUNDATION 299 ALAMEDA DE LAS PULGAS ATHERTON CA 94027 N/A PUBLIC CHARITY DONATION 200 MONTEREY BAY AQUARIUM 886 CANNERY ROW MONTEREY CA 93940 N/A PUBLIC CHARITY DONATION 1000 OSU FOUNDATION 4238 SW RESEARCH WAY CORVALLIS OR 97333 N/A PUBLIC CHARITY DONATION 5000 SANDY HOOK PROMISE 13 CHURCH HILL ROAD NEWTOWN CT 06470 N/A PUBLIC CHARITY DONATION 1033 STANFORD UNIVERSITY 485 BROADWAY MAIL CODE 8838 REDWOOD CITY CA 94063 N/A PUBLIC CHARITY DONATION 13500 USA VOLLEYBALL FOUNDATION 4065 SINTON RD SUITE 200 COLORADO SPRINGS CO 80907 N/A PUBLIC CHARITY DONATION 1050 WIKIPEDIA 1 MONTGOMERY STREET SUITE 1600 SAN FRANCISCO CA 94104 N/A PUBLIC CHARITY DONATION 2080 SF BALLET 455 FRANKLIN STREET SAN FRANCISCO CA 94102 N/A PUBLIC CHARITY DONATION 2000 SAN FRANCISCO OPERA ASSOCIATION 301 VAN NESS AVENUE SAN FRANCISCO CA 94102 N/A PUBLIC CHARITY DONATION 2000 PFLAG INC PO BOX 186 WAPITI WY 82450 N/A 501(C)(3) DONATION 1030 ACLU FOUNDATION OF SOUTHERN CALIF 1313 WEST EIGHTH STREET LOS ANGELES CA 90017 N/A PUBLIC CHARITY DONATION 1000 39569 0 14 22 14 18376 18 62168 0 80566 0 80566 0 0 0 0 0 0 0 0 0 0 X X 1 JIANG HU 1250 TRINITY DR MENLO PARK CA 94025 26493 X 1 280 SHARES ORACLE CORP 259 SHARES ORACLE CORP 57239 2023-12-22 TAX PREPARATION FEE 2122 0 2122 IPAD PRO X1 2015-12-19 1014 1014 200DB 5.000000000000 0 0 HUMIDIFIER 2014-12-30 87 87 200DB 5.000000000000 0 0 PAPER SHREDER 2015-12-19 163 163 200DB 5.000000000000 0 0 SPEAKERS 2015-12-20 380 380 200DB 5.000000000000 0 0 IPAD PRO SMART KEYBOARD 2016-01-09 184 184 200DB 5.000000000000 0 0 IPAD PRO PENCIL 2016-01-28 108 108 200DB 5.000000000000 0 0 B&H PHOTO COMPUTER 2014-12-19 5145 5145 200DB 5.000000000000 0 0 B&H PHOTO MAGIC TRACKPAD 2014-12-24 66 66 200DB 5.000000000000 0 0 HEATER 2014-12-30 293 293 200DB 5.000000000000 0 0 IPAD 2018-04-25 564 564 SL 5.000000000000 0 0 PRINTER 2020-03-26 349 257 SL 5.000000000000 70 0 LG MONITOR 2020-08-31 495 322 SL 5.000000000000 99 0 STANDING DESK 2020-10-24 1306 805 SL 5.000000000000 261 0 IPAD PRO 2021-08-01 1311 611 SL 5.000000000000 262 0 IPHONE 13 2021-11-11 1421 592 SL 5.000000000000 284 0 COMPUTER 2021-11-12 2519 1050 SL 5.000000000000 504 0 IPHONE 13 2021-11-13 1421 592 SL 5.000000000000 284 0 OFFICE CHAIR 2021-01-08 881 514 SL 5.000000000000 176 0 OTTOMAN 2022-08-18 1440 360 SL 5.000000000000 288 0 OFFICE CHAIR 2022-06-19 1049 297 SL 5.000000000000 210 0 MAC PRO 2021-12-08 3832 1532 SL 5.000000000000 766 0 GOOGLE NEST 2021-12-13 416 166 SL 5.000000000000 83 0 VERIFI BIOMETIRC SMART SAFE 2021-12-13 372 148 SL 5.000000000000 74 0 GOOGLE NEST CAM 2021-12-16 252 96 SL 5.000000000000 50 0 DYSON 2022-06-20 525 149 SL 5.000000000000 105 0 BOSE SOUNDLINK 2022-07-07 284 81 SL 5.000000000000 57 0 IPHONE 14 PRO MAX 2022-11-09 1530 332 SL 5.000000000000 306 0 OUTDOOR FURNITURE 2023-06-05 3083 308 SL 5.000000000000 617 0 OUTDOOR FURNITURE 2023-06-03 873 87 SL 5.000000000000 175 0 DYSON AIR PURIFIER 2023-06-21 416 35 SL 5.000000000000 83 0 APPLE WATCH 2023-07-13 359 30 SL 5.000000000000 72 0 META QUEST 2023-10-22 606 10 SL 5.000000000000 121 0 B&O EARPODS 2023-11-19 313 SL 5.000000000000 63 0 EPSON PRINTER 2023-05-29 875 88 SL 5.000000000000 175 0 IRESTORE AND BATTERY PACK 2024-09-29 2174 SL 5.000000000000 72 0 IPHONE 16 2024-10-02 1745 SL 5.000000000000 58 0 IPHONE 16 2024-10-02 1745 SL 5.000000000000 58 0 APPLE WATCH 2024-10-14 981 SL 5.000000000000 33 0 TABLE AND BENCH 2024-10-14 918 SL 5.000000000000 31 0 HERMAN MILLER 2024-10-27 1201 SL 5.000000000000 20 0 FIDELITY 4203 - BOND FUNDS 135178 126787 FIDELITY 4203 - STOCK FUNDS 236002 342368 FIDELITY 2010 134736 961124 IPAD PRO X1 1014 1014 0 0 HUMIDIFIER 87 87 0 0 PAPER SHREDER 163 163 0 0 SPEAKERS 380 380 0 0 IPAD PRO SMART KEYBOARD 184 184 0 0 IPAD PRO PENCIL 108 108 0 0 B&H PHOTO COMPUTER 5145 5145 0 0 B&H PHOTO MAGIC TRACKPAD 66 66 0 0 HEATER 293 293 0 0 IPAD 564 564 0 0 PRINTER 349 327 22 22 LG MONITOR 495 421 74 74 STANDING DESK 1306 1066 240 240 IPAD PRO 1311 873 438 438 IPHONE 13 1421 876 545 545 COMPUTER 2519 1554 965 965 IPHONE 13 1421 876 545 545 OFFICE CHAIR 881 690 191 191 OTTOMAN 1440 648 792 792 OFFICE CHAIR 1049 507 542 542 MAC PRO 3832 2298 1534 1534 GOOGLE NEST 416 249 167 167 VERIFI BIOMETIRC SMART SAFE 372 222 150 150 GOOGLE NEST CAM 252 146 106 106 DYSON 525 254 271 271 BOSE SOUNDLINK 284 138 146 146 IPHONE 14 PRO MAX 1530 638 892 892 OUTDOOR FURNITURE 3083 925 2158 2158 OUTDOOR FURNITURE 873 262 611 611 DYSON AIR PURIFIER 416 118 298 298 APPLE WATCH 359 102 257 257 META QUEST 606 131 475 475 B&O EARPODS 313 63 250 250 EPSON PRINTER 875 263 612 612 IRESTORE AND BATTERY PACK 2174 72 2102 2102 IPHONE 16 1745 58 1687 1687 IPHONE 16 1745 58 1687 1687 APPLE WATCH 981 33 948 948 TABLE AND BENCH 918 31 887 887 HERMAN MILLER 1201 20 1181 1181 OTHER RECEIVABLE 1623 1623 1623 OFFICE EXPENSE 4753 0 4753 BANK CHARGE 794 0 794 FILING FEE 50 0 50 ADVISORY FEE 5055 5055 0 INTERNET FEE 1691 0 1691 DUE AND SUBCRIPTIONS 739 0 739 TELEPHONE EXPENSE 2048 0 2048 POSTAGE 40 0 40 AUTO EXPENSE 3198 0 3198 TRAVEL EXPENSE 5503 0 5503 IRS TAX 1314 1314 0