2025-03-19T14:43:17-05:00 2024-12-31 851590946 BRANDERHORST PLC 4780 MAPLE STREET NEWTON IA 50208 990PF 2024-01-01 456806429 DEUTSCH FAMILY FOUNDATION DEUT 6415210982 PO BOX 101 BAXTER IA 50028 MARIE VAN BEEK TRUSTEE 6415210982 2025-02-27 1 0 JESSICA L BRANDERHORST CPA P01483701 6417924070 2025-02-27 2024 2025-03-06 01:10:19Z X 608181 X X 22682 22682 9016 107784 9016 31698 31698 0 0 0 975 975 0 220 220 0 5137 5137 0 6332 6332 0 110200 110200 116532 6332 110200 -84834 25366 627218 542384 608181 627218 542384 608181 0 0 X 0 0 0 0 627218 542384 627218 542384 627218 542384 627218 -84834 0 542384 0 542384 2265.005 DOUBLELINE TOTAL RETURN BOND CL I P 2024-07-31 20000 21461 -1461 -1461 160.00 INVESTCO PREFERRED P 2022-04-13 2024-02-08 1880 2078 -198 -198 822.0 INVESCO PREFERRED ETF P 2024-09-30 10143 10648 -505 -505 15000.0 PPG INDUSTRIES INC P 2022-07-15 2024-08-15 15000 15000 0 0 88.256 VANGUARD 500 INDEX ADMIRAL CL P 2024-07-31 45000 35300 9700 9700 1568.6 FEDERATED INSTL HIGH YIELD BOND FD P 2024-09-30 14164 14281 -117 -117 CAPITAL GAINS DIVIDENDS P 1597 1597 1597 9016 353 0 353 0 353 0 0 0 0 0 0 353 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 N/A MARIE VAN BEEK 6415210982 410 S MAIN ST BAXTER IA 50028 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIE VAN BEEK 410 S MAIN ST BAXTER IA 50028 TRUSTEE 1.00 0 0 0 BRADLEY DEUTSCH 3360 DAVIDSON AVE RHODES IA 50234 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 640424 0 0 640424 0 0 640424 9606 630818 31541 31541 353 353 31188 0 31188 0 31188 110200 0 110200 31188 0 0 5842 178314 6513 20 6356 197045 110200 0 0 0 31188 79012 0 0 276057 0 0 0 0 0 0 5842 270215 178314 6513 20 6356 79012 X BAXTER HOMETOWN PRIDE 203 S MAIN STREET BAXTER IA 50028 GEISE PARK SHELTER HOUSE BUILDING 78200 BAXTER EDUCATION FOUNDATION 202 E STATE STREET BAXTER IA 50028 EDUCATIONAL SCHOLARSHIPS 32000 110200 0 14 22682 14 9016 0 31698 0 31698 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 975 975 0 INVESTMENT ACCOUNT - IOWA STATE BANK 627218 542384 608181 AGENCY FEES 5137 5137 0 TAX 105 105 0 FOREIGN TAX 115 115 0