2024-05-05T14:01:19-05:00 2023-12-31 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2023-01-01 156013121 H & E D ENO MEMORIAL PFDN ENO 8662388650 4900 TIEDEMAN ROAD OH-01-49-0381 BROOKLYN OH 44144 KEYBANK BYP S CHMURA VICE PRESIDENT 8662388650 2024-03-22 true true JEFFREY E KUHLIN P00353001 4123556000 2024-03-22 X 2023 2023-04-26 12:10:37Z X 16354 X 407 407 181 13938 181 0 588 588 180 135 45 0 0 0 0 0 0 0 0 16 8 0 0 0 0 0 0 0 196 143 0 45 800 800 996 143 0 845 -408 445 0 982 978 978 0 0 0 10689 10284 15376 11671 11262 16354 0 X 11671 11262 11671 11262 11671 11262 11671 -408 0 11263 1 11262 2. ISHARES CORE S&P 500 ETF $5.06600 2011-11-04 2023-07-18 911 252 659 659 50. ISHARES CORE US AGGREGATE BOND ETF$2.642 2023-05-04 5001 5509 -508 -508 51. ISHARES BARCLAYS GOVT/CR BOND FD$2.59300 2023-05-04 2023-07-18 5309 5419 -110 -110 7. VANGUARD FTSE DEV MKTS ETF $1.11400 2018-10-02 2023-07-18 332 302 30 30 36. VANGUARD FTSE DEV MKTS ETF $1.11400 2018-10-02 2023-12-06 1659 1553 106 106 18. VANGUARD FTSE EMERGING MKTS ETF $1.05000 2023-12-06 726 722 4 4 181 6 0 6 0 6 7 0 0 7 0 1 1 0 false false false false false false false true true NY true false false false false true KEYBANK NA 2168134548 4900 TIEDEMAN RD OH-01-49-0381 BROOKLYN OH 44144 false false false false true false false false false false false false false false false true false false false false false false false KEYBANK NATIONAL ASSOCIATION 66 S PEARL STR ALBANY NY 12207 TRUSTEE 1 180 NONE 0 NONE 0 15697 0 0 15697 0 0 15697 235 15462 773 773 6 6 767 0 767 0 767 845 0 0 0 0 845 767 0 0 0 38 51 133 340 562 845 0 0 0 767 78 0 0 640 0 0 0 0 0 0 0 640 38 51 133 340 78 X UNIVERSITY OF VERMONT 194 SOUTH PROSPECT ST BURLINGTON VT 05405 NONE I SCHOLARSHIP 800 800 14 407 18 181 588 588 false false false false false false false false false false 464287226 ISHARES CORE US AGGR AT COST 5406 5459 464287804 ISHARES CORE S&P SMA AT COST 553 758 921943858 VANGUARD FTSE DEV MK 922042858 VANGUARD FTSE EMERGI 464287507 ISHARES CORE S&P MID AT COST 366 554 464287200 ISHARES CORE S&P 500 AT COST 1638 6209 46432F842 ISHARES CORE MSCI EA AT COST 1631 1688 46434G103 ISHARES CORE MSCI EM AT COST 690 708 ROUNDING 1 FOREIGN TAXES 4 4 0 FEDERAL TAX PAYMENT - PRIOR YE 1 0 0 FEDERAL ESTIMATES - INCOME 7 0 0 FOREIGN TAXES ON NONQUALIFIED 4 4 0