2024-11-29T10:54:39-00:00 2024-10-31 141855881 Michael Associates LLC 600 E 96th St Ste 505 Indianapolis IN 46240 990PF 2023-11-01 352000508 Dollens Family Foundation % Ronald Dollens DOLL 9701 Soaring Hawk Circle Zionsville IN 46077 Ronald Dollens Director 3178730828 2024-11-29 true true Leslie Michael P00336888 3175742124 2024-11-29 2023 2024-10-15 13:58:12Z X 279864 X 731 731 5751 5751 4080 63000 4080 10562 10562 2979 2979 33 33 25 25 3037 3037 0 79961 79961 82998 3037 79961 -72436 7525 38361 8296 8296 277756 235385 271568 316117 243681 279864 0 X 316117 243681 316117 243681 316117 243681 316117 -72436 243681 243681 Diageo Plc P 2023-09-02 2024-06-27 127 160 -33 -33 Adv Micro Devices Inc Com P 2022-03-17 2024-03-25 909 554 355 355 Adv Micro Devices Inc Com P 2022-03-17 2023-11-09 455 444 11 11 Amazon Com Inc Com P 2022-06-28 2023-11-09 704 537 167 167 Amazon Com Inc Com P 2022-06-28 2024-03-25 540 322 218 218 Apple Inc Com P 2018-12-28 2023-11-09 731 157 574 574 Caterpillar Ins Com 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Ishares Tr Russell Mid-Cap Etf P 2022-03-17 2024-03-25 4310 3949 361 361 Ishares Tr Russell Mid-Cap Etf P 2019-07-18 2023-11-09 2781 2322 459 459 Ishares Tr Russell Mid-Cap Growth Etf P 2022-03-17 2024-03-25 1131 962 169 169 Ishares Tr Russell Mid-Cap Growth Etf P 2022-03-17 2023-11-09 633 674 -41 -41 Ishares Tr Russell Mid-Cap Value Etf P 2022-03-17 2024-03-25 862 822 40 40 Ishares Tr Russell Mid-Cap Value Etf P 2021-05-20 2023-11-09 407 459 -52 -52 Ishares Tr Russell Mid-Cap Value Etf P 2021-05-19 2023-11-09 102 114 -12 -12 Ishares Tr SP 500 Value Etf P 2021-05-20 2023-11-09 469 444 25 25 Ishares Tr SP 500 Value Etf P 2022-03-17 2024-03-25 367 306 61 61 Ishares U S Etf Tr Ishares Short Duration Bd Active Etf P 2021-07-26 2023-11-09 449 451 -2 -2 Lam Resh Corp P 2022-03-17 2024-03-25 981 516 465 465 Lowes Cos Inc Com P 2022-03-17 2024-03-25 256 229 27 27 Marathon Pete Corp Com P 2023-03-09 2024-03-25 805 519 286 286 Metlife Inc Com P 2021-04-19 2023-11-09 119 126 -7 -7 Metlife Inc Com P 2022-03-17 2024-03-25 220 203 17 17 Microsoft Corp Com P 2018-12-28 2023-11-09 362 101 261 261 Microsoft Corp Com P 2022-03-17 2024-03-25 425 291 134 134 Morgan Stanley Com New P 2022-06-14 2023-11-29 158 151 7 7 Morgan Stanley Com New P 2021-02-02 2023-11-29 395 353 42 42 Morgan Stanley Com New P 2021-02-02 2023-11-09 74 71 3 3 Morgan Stanley Com New P 2022-03-17 2023-11-29 1657 1943 -286 -286 Palo Alto Networks Inc Com P 2023-03-09 2024-03-25 570 369 201 201 Pioneer Nat Res Co P 2021-03-18 2023-11-09 233 165 68 68 Schwab Charles Corp New Com P 2021-03-18 2023-11-09 108 134 -26 -26 Schwab Charles Corp New Com P 2022-03-17 2024-03-25 357 440 -83 -83 Spdr Tr Communication Svcs P 2022-03-17 2024-03-25 1466 1201 265 265 Spdr Tr Communication Svcs P 2022-03-17 2023-11-09 1957 1935 22 22 Spdr Tr Consumer Discretionary P 2021-02-19 2023-11-09 477 511 -34 -34 Spdr Tr Consumer Discretionary P 2022-03-17 2024-03-25 547 526 21 21 Select Sector Spdr Tr Indl P 2022-06-28 2023-11-09 405 351 54 54 Select Sector Spdr Tr Indl P 2022-06-28 2024-03-25 623 439 184 184 Select Sector Spdr Tr Matls P 2022-03-17 2024-02-26 3452 3399 53 53 Select Sector Spdr Tr Matls P 2022-06-28 2024-02-26 432 375 57 57 Select Sector Spdr Tr Matls P 2021-01-08 2023-11-09 460 459 1 1 Select Sector Spdr Tr Matls P 2021-01-08 2024-02-26 1467 1300 167 167 Select Sector Spdr Tr Technology P 2022-03-17 2023-11-09 703 600 103 103 Spdr SP 500 Etf Tr Tr Unit P 2022-03-17 2024-03-25 521 436 85 85 Spdr SP 500 Etf Tr Tr Unit P 2020-09-23 2023-11-09 870 654 216 216 Spdr Barclays Long Term Corp Bd Etf P 2021-07-26 2023-11-09 359 549 -190 -190 Spdr Barclays Long Term Corp Bd Etf P 2021-07-26 2024-03-25 46 65 -19 -19 Spdr Ser Tr Bloomberg High Yield Bd Etf New P 2020-08-20 2023-11-09 361 420 -59 -59 Spdr Ser Tr Bloomberg High Yield Bd Etf New P 2020-08-21 2023-11-09 633 736 -103 -103 T-Mobile Us Inc Com P 2020-07-14 2023-11-09 440 317 123 123 Tractor Supply Co Com P 2022-03-17 2024-03-25 261 228 33 33 Vanguard Bd Index Fds Long Term Bd Etf P 2019-04-09 2023-11-09 133 182 -49 -49 Vanguard Bd Index Fds Short Term Bd Etf P 2021-03-17 2023-11-09 602 658 -56 -56 Vanguard Total Bd Market Etf P 2021-02-19 2023-11-09 627 777 -150 -150 Vanguard Total Bd Market Etf P 2021-02-18 2023-11-09 627 779 -152 -152 Vanguard Intl Equity Index Emerging Mkts Etf P 2018-12-28 2023-11-09 2154 2105 49 49 Vanguard Intl Fd Ftse Developed Mkts Etf P 2018-12-28 2023-11-09 568 482 86 86 Vanguard Intl Fd Ftse Developed Mkts Etf P 2022-03-17 2024-03-25 300 285 15 15 Vanguard Inter-Term Corporate Bond Index Etf P 2020-06-03 2023-11-09 607 749 -142 -142 4080 -33 105 105 105 105 false false false false false false false true true CA true false false false false true Ronald Dollens 5613897228 9701 Soaring Hawk Circle Zionsville IN 46077 false false false false false false false false false false false false false false false false false false false false false Ronald Dollens 9701 Soaring Hawk Circle Zionsville IN 46077 Director 001.00 0 Susan Dollens 9701 Soaring Hawk Circle Zionsville IN 46077 Director 001.00 0 Stephanie Pryor 9701 Soaring Hawk Circle Zionsville IN 46077 Director 001.00 0 W Grant Dollens 9701 Soaring Hawk Circle Zionsville IN 46077 Director 001.00 0 NONE NONE N/A 0 264026 22930 0 286956 286956 4304 282652 14133 14133 105 105 14028 14028 14028 79961 79961 14028 43154 90400 70313 148169 64013 416049 79961 14028 65933 481982 0 43154 438828 90400 70313 148169 64013 65933 Ronald and Susan Dollens None X University Prep 8000 25th Ave NE Seattle WA 98115 None Publc General 35000 First Scotts Presbyterian 53 Meeting St Charleston SC 29401 None Publc General 2250 Salem Black River Presb 1060 N Brick Church Rd Mayesville SC 29104 None Publc General 1000 SCDS Annual Fund 2619 4th Ave N Seattle WA 98109 None Publc General 10000 American Red Cross PO Box 37839 Boone IA 50037 None Publc General 10363 Historic Charleston 40 E Bay St Charleston SC 29401 None Publc General 5000 St John Presbyterian Church 3109 E Bristol Elkhart IN 46516 None Publc General 5000 Charleston Day School 15 Archdale St Charleston SC 29401 None Publc General 1937 Zionsville Presbyterian 4775 W 116th St Zionsville IN 46077 None Publc General 250 Water First Organization PO Box 7410928 Chicago IL 60674 None Publc General 2045 Hendricks County Community Foundation 6319 E Hwy 36 Avon IN 46123 None Publc General 1095 Hope Supply Co 10450 Shady Tr 104 Dallas TX 75220 None Publc General 5010 Seattle United 650 S Orcas St 220 Seattle WA 98108 None Publc General 511 Prodigy Camp 19117Richmond Beach Dr Seattle WA 98177 None Publc General 500 79961 14 731 14 5751 18 4080 10562 10562 false false false false false false false false false false Pershing brokerage account 235385 271568 California annual fee 25 25 Investment Advisor fees 2979 2979 Federal tax - prior years 28 28 Foreign tax withheld 5 5