2024-07-30T11:01:12-05:00 2024-04-30 010604131 TRUST PROCESSING SOLUTIONS PO BOX 894 MILFORD OH 451500894 990PF 2023-05-01 356208536 JOHN D WILSON TUW XXX-XX-XXXX WILS 8008300362 P O BOX 207 EVANSVILLE IN 477020207 OLD NATIONAL WEALTH MANAGEMENT TRUSTEE 8008300362 2024-05-21 true true DOUG HART P00241831 5137748805 2024-05-21 2023 2024-08-08 14:25:15Z X 1043579 X 22249 22249 17646 214009 17646 0 39895 39895 13025 2410 10615 0 0 0 0 0 0 1000 0 0 1000 0 0 719 219 0 0 0 0 0 0 0 14744 2629 0 11615 63000 63000 77744 2629 0 74615 -37849 37266 0 0 0 0 851035 813103 1043579 851035 813103 1043579 0 X 851035 813103 851035 813103 851035 813103 851035 -37849 3 813189 86 813103 883.161 VANGUARD EQUITY INC ADM FD #565 2023-01-24 2023-07-11 74724 76270 -1546 -1546 6.939 JANUS HENDERSON ENTERPRISE CL I FD #102 2022-03-08 2023-07-24 967 958 9 9 88.429 JPMORGAN SMALL CAP EQUITY CL I FD #367 2023-01-24 2023-07-24 4844 4740 104 104 19.814 VANGUARD EQUITY INC ADM FD #565 2023-01-24 2023-07-24 1734 1711 23 23 9.077 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 2022-03-08 2023-07-24 433 421 12 12 399.694 JPMORGAN SMALL CAP EQUITY CL I FD #367 2023-04-21 2023-09-20 20452 21381 -929 -929 .667 VERALTO CORP 2022-03-08 2023-10-13 47 60 -13 -13 102. COMERICA INS 2022-03-08 2023-11-13 4172 8033 -3861 -3861 280. COPART INC 2022-03-29 2023-11-13 13507 5836 7671 7671 53. JP MORGAN CHASE & CO 2011-09-08 2023-11-13 7723 1649 6074 6074 13. VERALTO CORP 2022-03-08 2023-11-13 950 159 791 791 83. WEC ENERGY GROUP INC 2022-03-29 2023-11-13 6583 8224 -1641 -1641 369.655 JPMORGAN SMALL CAP EQUITY CL I FD #367 2023-04-21 2024-02-20 20128 19122 1006 1006 230.52 VANGUARD EQUITY INC ADM FD #565 2023-04-21 2024-02-20 19550 19331 219 219 248.653 VANGUARD EQUITY INC ADM FD #565 2023-01-24 2024-02-20 21088 21474 -386 -386 40. CUMMINS ENGINE CO INC 2022-03-08 2024-04-17 11632 6994 4638 4638 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 CAPITAL GAIN DIVIDENDS P 5475 17646 518 0 518 0 518 1108 0 0 1108 0 590 520 70 false false false false false false false true true IN true false false false false true OLD NATIONAL WEALTH MANAGEMENT 8124641584 PO BOX 207 EVANSVILLE IN 47702 X false false false false true false false false false false false false false false false true false false false false false false false OLD NATIONAL WEALTH MANAGEMENT PO BOX 207 EVANSVILLE IN 47702 TRUSTEE 1 13025 NONE 0 NONE 0 983901 0 0 983901 0 0 983901 14759 969142 48457 48457 518 518 47939 0 47939 0 47939 74615 0 0 0 0 74615 47939 21183 0 0 0 0 0 0 0 74615 21183 0 0 47939 5493 0 0 5493 0 0 0 0 0 0 0 5493 0 0 0 0 5493 X SEE STATEMENT ATTACHED C/O OLD NATIONAL BANK PO BOX 207 EVANSVILLE IN 47702 NONE I SCHOLARSHIPS 63000 63000 14 22249 18 17646 39895 39895 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 2022 ROC ADJ 86 ROUNDING 3 FOREIGN TAXES 26 26 0 FEDERAL ESTIMATES - PRINCIPAL 500 0 0 FOREIGN TAXES ON QUALIFIED FOR 180 180 0 FOREIGN TAXES ON NONQUALIFIED 13 13 0