2026-03-23T08:51:25-05:00 2025-12-31 454643895 RMS INVESTMENT GROUP LLC 3401 TUTTLE ROAD SUITE 350 SHAKER HEIGHTS OH 44122 990PF 2025-01-01 208004503 JAMES AND SUSAN RATNER FAMILY FOUNDATION JAME 4403453687 3401 TUTTLE ROAD 350 SHAKER HEIGHTS OH 44122 JAMES RATNER VICE PRESIDENT 4403453687 2026-03-06 1 DANIEL PAPADELIS P01279367 4403453687 2025 2025-03-06 01:10:19Z X 2624443 X X 40644 40644 41712 41712 149422 792086 149422 231778 231778 0 0 0 683 0 0 5125 4947 178 5808 4947 178 1026950 1026950 1032758 4947 1027128 -800980 226831 792067 526241 526241 2085196 1550042 2098202 2877263 2076283 2624443 0 0 X 0 0 0 0 2877263 2076283 2877263 2076283 2877263 2076283 2877263 -800980 0 2076283 0 2076283 PUBLICLY TRADED SECURITIES 792086 642664 149422 149422 149422 3153 0 3153 0 3153 3971 0 0 0 3971 0 818 818 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A RMS INVESTMENT GROUP ATTN BRUCE G 4403453687 3401 TUTTLE ROAD SUITE 350 SHAKER HEIGHTS OH 44122 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES RATNER RMS INVESTMENT GROUP LLC 3401 TUTTLE ROAD SUITE 350 SHAKER HEIGHTS OH 44122 VP/DIR 1.00 0 0 0 SUSAN RATNER RMS INVESTMENT GROUP LLC 3401 TUTTLE ROAD SUITE 350 SHAKER HEIGHTS OH 44122 PRES/DIR/SEC 1.00 0 0 0 NONE 0 NONE 0 0 1957057 1034936 0 2991993 0 0 2991993 44880 2947113 147356 147356 3153 3153 144203 0 144203 0 144203 1027128 0 1027128 144203 0 0 1016895 1233563 837696 1115359 4203513 1027128 0 0 0 144203 882925 0 0 5086438 0 0 0 0 0 0 0 5086438 1016895 1233563 837696 1115359 882925 JAMES RATNER SUSAN RATNER X ACLU OF OHIO 4506 CHESTER AVE CLEVELAND OH 44103 PC ANNUAL FUND 2500 AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK NY 10022 PC COMMUNITY LEADERSHIP AWARD 2500 AMERICAN JEWISH WORLD SERVICE INC 45 W 36TH STREET NEW YORK NY 10018 PC ANNUAL FUND 2500 ANIMAL RESCUE FUND OF THE HAMPTONS INC 124 DANIELS HOLE ROAD PO BOX 2616 EAST HAMPTON NY 11937 PC OPERATION CAT 1000 BETHANY BAPTIST CHURCH 1211 EAST 105TH CLEVELAND OH 441083682 PC ANNUAL FUND 5000 BIKUR CHOLIM OF 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SPARKYOUTH AWARDS BENEFIT 5000 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 PC ANNUAL FUND 1000 THE ELLEN P HERMANSON FOUNDATION 95 ELY BROOK TO HANDS CREEK ROAD EAST HAMPTON NY 11937 PC ANNUAL FUND 5000 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 PC BEYOND OUR WALLS FUND 10000 ULI FOUNDATION 2001 L STREET NW SUITE 200 WASHINGTON DC 20036 PC ANNUAL FUND 5000 UNITED JEWISH CEMETERIES 2749 MAYFIELD ROAD CLEVELAND OH 44106 PC MAYFIELD CEMETERY FUND 1000 UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 PC ANNUAL FUND 35000 UNIVERSITY CIRCLE INC 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 PC THE CIRCLE FUND 25000 UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER 11100 EUCLID AVENUE CLEVELAND OH 44106 PC NICU FAMILY SUPPORT FUND 500 UNIVERSITY HOSPITALS OF CLEVELAND 3605 WARRENSVILLE CENTER ROAD BEACHWOOD OH 44122 PC ANNUAL FUND 10000 UNIVERSITY HOSPITALS OF CLEVELAND 3605 WARRENSVILLE CENTER ROAD BEACHWOOD OH 44122 PC JAMES & SUSAN RATNER SCHOLARSHIP 250000 VALUES-IN-ACTION FOUNDATION 6700 BETA DR SUITE 120 MAYFIELD OH 44143 PC VALUES MATTER SPONSORSHIP 5500 1026950 0 14 40644 14 41712 18 149422 0 231778 0 231778 0 0 0 0 0 0 0 0 0 0 RAYMOND JAMES INVESTMENTS AT COST 1550042 2098202 STATE OR LOCAL FILING FEES 178 0 178 INVESTMENT FEES 4947 4947 0 FOREIGN TAX 683 0 0