2024-05-13T10:23:38-05:00 2023-12-31 351327464 SACKRIDER & COMPANY INC 1925 Wabash Ave Terre Haute IN 47807 990PF 2023-01-01 356613402 E E & Maud Greenwell Scholarship Trust EE&M 8122386233 PO Box 540 Terre Haute IN 478080540 First Financial Bank NA Trustee 8122386233 2024-05-09 1 First Financial Bank NA 999009999 0 Eleanor M Caldwell CPA P00634823 8122329492 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2061544 X X 18723 18723 18723 26303 26303 26303 79978 240488 79978 125004 125004 45026 11433 10861 0 572 1264 632 0 632 430 215 0 215 1044 1044 0 0 2 2 0 0 14173 12754 0 1419 74434 74434 88607 12754 0 75853 36397 112250 45026 380 552 552 96626 116696 116696 1403095 1386551 1600750 310810 345131 343546 1810911 1848930 2061544 0 0 X 1810911 1848930 0 0 0 0 1810911 1848930 1810911 1848930 1810911 36397 1622 1848930 0 1848930 Publicly Traded Securities 2000-01-01 2023-12-31 22048 22048 22048 Investco NASDAQ 100 ETF 2022-10-18 2023-05-01 5165 4324 841 841 NVIDIA Corp 2022-10-18 2023-05-01 576 236 340 340 Linde PLC 2020-04-01 2023-05-01 1486 657 829 829 Abbott Labs 2016-07-01 2023-05-01 1219 435 784 784 American Tower Corp 2017-02-21 2023-05-01 602 332 270 270 Apple Inc 2019-02-27 2023-05-01 2544 656 1888 1888 BHP Billiton Ltd Spon ADR 2018-09-12 2023-05-01 935 715 220 220 Boeing Co 2020-04-01 2023-05-01 6354 4062 2292 2292 Comcast Corporation 2019-02-27 2023-05-01 4335 4017 318 318 Dodge & Cox 147 Income Fund 2020-10-08 2023-05-01 10000 11641 -1641 -1641 Duke Energy Corp 2016-07-01 2023-05-01 797 686 111 111 Meta Platform Inc - Class A 2020-04-01 2023-05-01 9415 6241 3174 3174 Home Depot Inc 2020-04-01 2023-05-01 1193 726 467 467 Honeywell Intl Inc 2020-04-01 2023-05-01 2006 1291 715 715 JPMorgan Chase & Company 2015-12-17 2023-05-01 2689 1274 1415 1415 Kinder Morgan Ener Part 3.50 Due 090123 2022-07-06 2023-09-01 35000 35000 0 0 Lilly Eli & Co 2017-02-21 2023-05-01 2843 565 2278 2278 Lockheed Martin Corp 2020-04-01 2023-05-01 2338 1678 660 660 Microsoft Corp 2016-07-01 2023-05-01 3674 531 3143 3143 Mondelez International Inc 2017-02-21 2023-05-01 3174 1833 1341 1341 Nike Inc 2017-02-21 2023-05-01 5109 2253 2856 2856 NVIDIA Corp 2021-01-22 2023-05-01 15554 2899 12655 12655 Palo Alto Networks Inc 2019-08-13 2023-05-01 2174 892 1282 1282 Proctor & Gamble Co 2016-07-01 2023-05-01 2193 939 1254 1254 Starbucks Corporation 2020-04-01 2023-05-01 3793 2070 1723 1723 Sysco Corporation 2020-04-01 2023-05-01 538 286 252 252 Thermo Fisher Scientific Inc 2020-04-01 2023-05-01 1651 826 825 825 Thornburg Ltd Trm Inc 2021-01-22 2023-05-01 20000 22482 -2482 -2482 Vanguard Intl Growth - ADM 2020-06-09 2023-05-01 5190 5819 -629 -629 Vanguard Consumer Discretionary 2019-08-01 2023-05-01 4965 3462 1503 1503 Vanguard Consumer Staple ETF Fund 2018-09-12 2023-05-01 802 572 230 230 Vanguard Financial ETF 2018-11-02 2023-05-01 11896 10547 1349 1349 Vanguard Healthcare ETF 2017-08-13 2023-05-01 2472 1478 994 994 Vanguard Information Technology Index 2018-09-12 2023-05-01 20771 8294 12477 12477 Vanguard Materials ETF 2018-09-12 2023-05-01 1057 712 345 345 Vanguard Telecommunication Services ETF 2018-10-05 2023-05-01 18459 15893 2566 2566 Vanguard REIT ETF 2017-02-21 2023-05-01 1982 1882 100 100 VISA Inc Class A Shares 2020-04-01 2023-05-01 3489 2304 1185 1185 79978 1181 1560 0 1560 0 1560 560 0 0 0 560 0 1000 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A First Financial Bank NA 8122386257 One First Financial Plaza Terre Haute IN 478073226 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 First Financial Bank NA PO Box 540 Terre Haute IN 478080540 Trustee 2.00 11433 0 0 NONE 0 NONE 0 0 1859130 85303 0 1944433 0 0 1944433 29166 1915267 95763 95763 1560 1560 94203 0 94203 0 94203 75853 0 75853 94203 13283 0 0 75853 13283 0 0 62570 0 0 0 0 0 0 0 0 31633 0 0 0 First Financial Bank NA One First Financial Plaza Terre Haute IN 47807 8122386257 Written application to include name, address, school attended, school activities and stats, work expereience, and leadership abilities. March 1 Scholarship funds are restricted for higher education for Clay County High School students. Makenna M Blankenship Vincennes Uni 1002 N 1st St Vincennes IN 47591 None I Higher Education 1250 Makenna M Blankenship Vincennes Uni 1002 N 1st St Vincennes IN 47591 None I Scholarship Refund -1250 Tara F Arthur Indiana University 107 S Indiana Ave Bloomington IN 47405 None I Higher Education 1250 Tyler A Hess Indiana University 107 S Indiana Ave Bloomington IN 47405 None I Higher Education 3750 Callie E Ream University of Souther 8600 University Blvd Evansville IN 47712 None I Higher Education 8894 Alexis Laswell University of Southe 8600 University Blvd Evansville IN 47712 None I Higher Education 3591 Layla J Lee Purdue University 610 Purdue Mall West Lafayette IN 47907 None I Higher Education 3750 Ava Dorsett Ivy Tech Community Coll 8000 Education Dr Terre Haute IN 47802 None I Higher Education 2500 Nathan M Owens Ball State Universit 2000 W University Ave Muncie IN 47306 None I Higher Education 5000 Lauren N Ream Indiana State Univers 200 North Seventh Street Terre Haute IN 47802 None I Higher Education 1250 Korbin Allen Indiana State Universi 200 North Seventh Street Terre Haute IN 47802 None I Higher Education 3750 Kristen Ream Indiana State Universi 200 North Seventh Street Terre Haute IN 47802 None I Higher Education 2500 Melanie K Harrison Indiana State Un 200 North Seventh Street Terre Haute IN 47802 None I Higher Education 2500 Zach Swearingen Indiana State Unive 200 North Seventh Street Terre Haute IN 47802 None I Higher education 1250 Gavin L Jones Indiana State Univers 200 North Seventh Street Terre Haute IN 47802 None I Higher Education 1250 Kasey Canada Rose-Hulman 5500 Wabash Ave CM 21 Terre Haute IN 47803 None I Higher Education 833 Hailey Hoffman Rose-Hulman 5500 Wabash Ave CM 21 Terre Haute IN 47803 None I Higher Education 10000 Mason Reynolds Rose-Hulman 5500 Wabash Ave CM 21 Terre Haute IN 47803 None I Higher Education 10000 Braydon Milner Rose-Hulman 5500 Wabash Ave CM 21 Terre Haute IN 47803 None I Higher Education 3334 Karsyn Kikta Rose-Hulman 5500 Wabash Ave CM 21 Terre Haute IN 47803 None I Higher Education 1666 Hank Slater Rose-Hulman 5500 Wabash Ave CM 21 Terre Haute IN 47803 None I Higher Education 699 Elliott Rogers Rose-Hulman 5500 Wabash Ave CM 21 Terre Haute IN 47803 None I Higher Education 6667 74434 0 14 18723 14 26303 18 79978 0 125004 0 125004 0 0 0 0 0 0 0 0 0 0 Tax Return Preparation 430 215 0 215 HCP Inc 4.00% Due 6/01/25 49390 49037 CBS Corp 4.00% Due 1/15/26 49062 48772 Coach Inc 4.125% Due 7/15/27 47765 47543 CVS Health 4.30% Due 3/25/28 49911 49210 Citigroup Inc 9994 9871 Goldman Sachs Group Inc 29653 29320 Phillip Morris Intl Inc 4.875% Due 02/15/28 24832 25290 McKesson Corp 4.75% Due 05/30/29 39524 40040 Royal Bank of Canada 5.20% Due 01/31/33 15000 14788 University Bank NA 4.35% Due 03/08/28 30000 29675 Dodge & Cox Inc 69848 69242 Nike Inc 8145 9228 Starbucks Corp 6845 9025 Mondelez Intl 4657 7678 Proctor & Gamble 4565 7620 Exxon Mobile 4119 4599 JP Morgan 8062 13268 Charles Schwab 9710 14242 Abbott Labs 6194 10787 Eli Lilly & Co 2804 15739 Apple Inc 2800 12322 Microsoft 3966 13161 Duke Energy 4582 5337 AM Tower 3981 5613 Van Consumer 23349 26800 Van Consumer Staple 11666 13940 Vanguard Energy ETF 6061 14074 Vanguard Financial ETF 25333 30630 Vanguard Health Care 31413 45126 Vanguard Inds ETF 11717 16973 Vanguard Info Tech 67117 122936 Vanguard Materials ETF 4134 6458 Vanguard Telecom 20030 26370 Vanguard Utilities ETF 8341 9321 Vanguard REIT ETF 8337 9189 Suncor Energy 5276 5511 BHP Billiton LTD 3418 4713 Brown Cap Mgmt SM 100443 66871 Janus Hndrsn Glbl Rl Est 74508 70054 Janus Enterprise 213997 207589 Driehaus Emerg Mkts Grw 68634 70791 Thornburg LTD Trm Inc 56555 51714 Nvidia Corp 4606 19314 Palo Alto Networks Inc 3809 17398 Paypal Holdings Inc 15151 8720 Comcast Corporation 9995 11445 Home Depot Inc 7047 12476 Sysco Corporation 4285 7679 Visa Inc Class A 7669 11976 Thermo Fisher Scientific Inc 5234 10085 Boeing Co 8034 13554 Honeywell Int'l Inc 7738 11324 Lockheed Martin Corp 7752 10425 Meta Inc 8191 15928 Linde PLC 1895 4518 Vanguard Inlt Growth 75488 68626 Avantis US Small Cap Value 77445 85490 Invesco NASDAQ 100 ETF 56438 85787 Van FTSE Developed Markets ETF 205167 209084 Attorney Fees 1264 632 0 632 ADR Fee 2 2 0 0 Federal income tax refund 1622 Foreign Taxes Withheld 484 484 0 0 Estimated Tax on Investment Income 560 560 0 0