2025-04-10T15:02:31-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2024-01-01 256234582 HOWARD A POWER SCHOLARSHIP FUND POWE 2162223075 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 PNC BANK N A TAX MANAGER 2162223075 2025-03-20 true true JASON BELOT P00183464 3302555814 2025-03-20 2024 2025-03-06 01:10:19Z X 769552 X 19396 19277 14889 184380 14889 0 34285 34166 9101 5461 3640 0 0 0 0 0 0 0 0 410 244 0 0 0 0 0 0 0 9511 5705 0 3640 34630 34630 44141 5705 0 38270 -9856 28461 0 33180 49776 49776 0 0 0 635055 609814 719776 668235 659590 769552 0 X 668235 659590 668235 659590 668235 659590 668235 -9856 1980 660359 769 659590 9.18 LSV SMALL CAP FUND-INST 2022-03-01 2024-04-19 162 152 10 10 33. DIMENSIONAL INTERNATIONAL VA ETF 2023-11-14 2024-04-19 1185 1079 106 106 20.319 OAKMARK INTL SM CAP-R6 2019-04-04 2024-04-19 382 296 86 86 151.127 WCM FOCUSED INTL GROWTH-INS 2022-06-23 2024-04-19 3609 2735 874 874 47. ISHARES CORE S&P 500 ETF 2022-03-01 2024-04-19 23535 19563 3972 3972 9. ISHARES MSCI USA MIN VOL FACTOR ETF 2023-09-26 2024-04-19 723 660 63 63 47. ISHARES MSCI INTL QUALITY FACTOR ETF 2023-04-19 2024-04-19 1775 1724 51 51 16.738 LONGLEAF PARTNERS FDS TR INTL FD 4428 2021-03-24 2024-04-19 264 310 -46 -46 10.832 MFS EMERGING MKTS DEBT FD-R6 2019-04-04 2024-04-19 127 160 -33 -33 30.6 NUANCE MID CAP VALUE-Z 2022-03-01 2024-04-19 373 420 -47 -47 198.62 SPYGLASS GROWTH FUND-INST 2021-03-24 2024-04-19 2955 3911 -956 -956 23.56 TOUCHSTONE MID CAP-R6 2022-03-01 2024-04-19 1242 1061 181 181 15.02 TRANSAMERICA SM CAP GROW-I2 2020-07-01 2024-04-19 98 101 -3 -3 5.709 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 2019-04-04 2024-04-19 166 160 6 6 175.371 WASATCH INTL OPPORTUNIT-INST 2016-10-06 2024-04-19 519 576 -57 -57 24. WISDOMTREE U.S. QUALITY DIVI ETF 2023-09-26 2024-04-19 1740 1528 212 212 489.094 LSV SMALL CAP FUND-INST 2022-03-01 2024-06-11 8711 7906 805 805 2. ISHARES CORE S&P 500 ETF 2023-03-06 2024-06-11 1071 816 255 255 989.435 NUANCE MID CAP VALUE-Z 2022-03-01 2024-06-11 12309 13141 -832 -832 791.679 SPYGLASS GROWTH FUND-INST 2021-12-28 2024-06-11 11923 10420 1503 1503 1308.496 TRANSAMERICA SM CAP GROW-I2 2020-07-01 2024-06-11 8662 8687 -25 -25 236.935 TRIBUTARY SMALL COMPANY FD INST PLUS FD 1705 2019-04-04 2024-06-11 7139 6323 816 816 68.256 WASATCH INTL OPPORTUNIT-INST 2023-09-26 2024-08-20 220 186 34 34 2789.43 WASATCH INTL OPPORTUNIT-INST 2016-10-06 2024-08-20 9010 8268 742 742 20.805 DODGE & COX INCOME FUND FD 147 2022-06-23 2024-08-26 269 268 1 1 3. ISHARES CORE S&P 500 ETF 2023-03-06 2024-08-26 1690 1224 466 466 1. ISHARES MSCI USA MIN VOL FACTOR ETF 2023-09-26 2024-08-26 91 73 18 18 366.969 ALLSPRING CORE BOND FUND 2023-05-25 2024-08-26 4147 4082 65 65 267.99 WESTERN ASSET CORE PLUS BOND FUND CLASS IS 2023-09-26 2024-08-26 2554 2382 172 172 35.731 WESTERN ASSET CORE PLUS BOND FUND CLASS IS 2024-04-19 2024-08-26 341 323 18 18 4243.149 WESTERN ASSET CORE PLUS BOND FUND CLASS IS 2018-08-30 2024-08-26 40437 45872 -5435 -5435 3. WISDOMTREE U.S. QUALITY DIVI ETF 2023-09-26 2024-08-26 245 191 54 54 10. ISHARES CORE S&P 500 ETF 2023-03-06 2024-10-08 5729 4080 1649 1649 2. ISHARES MSCI USA MIN VOL FACTOR ETF 2023-09-26 2024-10-08 181 147 34 34 451.112 ALLSPRING CORE BOND FUND 2023-05-25 2024-10-08 5052 4958 94 94 6. WISDOMTREE U.S. QUALITY DIVI ETF 2023-09-26 2024-10-08 495 382 113 113 209. ISHARES MSCI USA MIN VOL FACTOR ETF 2023-09-26 2024-11-19 19021 15326 3695 3695 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 CAPITAL GAIN DIVIDENDS P 6228 14889 396 0 396 0 396 133 0 0 133 0 263 0 0 false false false false false false false true true PA true false false false false true N/A PNC BANK NA 2162223075 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 false false false false true false false false false false false false false false false true false false false false false false false PNC BANK N A 500 FIRST AVE P7-PFSC-03-Z PITTSBURGH PA 15219 TRUSTEE 2 9101 NONE 0 NONE 0 755013 0 0 755013 0 0 755013 11325 743688 37184 37184 396 396 36788 0 36788 0 36788 38270 0 0 0 0 38270 36788 34630 0 0 0 0 0 0 0 38270 34630 0 0 3640 0 0 0 0 0 0 0 0 33148 0 0 0 0 0 0 0 0 Darren Neely S520 Alan Magee Scaife Hall 3550 T Pittsburgh PA 15261 4124689891 dneely@medschool.pitt.edu There is no form. The school review the materials submitted when the students applied to Pitt Institutional Financial aid. None None UNIVERSITY OF PITTSBURGH 2409 CATHEDRAL OF LEARNING PITTSBURGH PA 152131506 NONE PC SCHOLARSHIPS 34630 34630 14 19396 18 14889 34285 34285 false false false false false false false false false false 317609295 SEAFARER OVERSEAS GR AT COST 16946 16576 461418444 WCM FOCUSED INTL GRO AT COST 18492 24688 464287200 ISHARES CORE S&P 500 AT COST 191955 286098 552746364 MFS EMERGING MKTS DE AT COST 13461 12752 936793686 WASATCH INTL OPPORTU 74440Y884 PGIM HIGH YIELD FUND AT COST 17148 16565 89355J656 TRANSAMERICA SM CAP 89609H704 TRIBUTARY SMALL COMP 97717X669 WISDOMTREE U.S. QUAL AT COST 20878 26383 413838566 OAKMARK INTL SM CAP- AT COST 6279 8004 543069405 LONGLEAF PARTNERS FD AT COST 14881 12949 56170L703 SPYGLASS GROWTH FUND 957663669 WESTERN ASSET CORE P 00769G535 LSV SMALL CAP FUND-I 00770X675 PZENA EMERG MKTS VAL AT COST 11587 13078 256210105 DODGE & COX INCOME F AT COST 46145 46286 56167N712 NUANCE MID CAP VALUE 89154M702 TOUCHSTONE SANDS EM AT COST 13312 14319 89155T490 TOUCHSTONE MID CAP-R AT COST 11574 14384 25434V807 DIMENSIONAL INTERNAT AT COST 12423 13482 258620566 DOUBLELINE TOTAL RET AT COST 24730 24410 46429B267 ISHARES U S TREASURY AT COST 31764 31827 46429B697 ISHARES MSCI USA MIN 46434V456 ISHARES MSCI INTL QU AT COST 22615 23460 94987W794 ALLSPRING CORE BOND AT COST 33028 32754 00171A852 AMG RR SM CAP VAL-I AT COST 12465 13054 04314H576 ARTISAN INTL SM/MID- AT COST 9202 8608 057071813 BAIRD MIDCAP INST AT COST 12465 12370 09252M883 BLACKROCK TOTAL RETU AT COST 43534 41774 411512460 HARBOR MID CAP VALUE AT COST 12465 12702 589619824 MERIDIAN SMALL CAP G AT COST 12465 13253 2024 TRANSACTIONS POSTED IN 2025 764 MUTUAL FUND ADJUSTMENT 5 RETURN OF CAPITAL ADJUSTMENT 94 2023 TRANSACTIONS POSTED IN 2024 878 PRIOR YEAR WASH SALE ADJUSTMENT 1006 ROUNDING 2 FEDERAL TAX PAYMENT - PRIOR YE 33 0 0 FEDERAL ESTIMATES - PRINCIPAL 133 0 0 FOREIGN TAXES ON QUALIFIED FOR 191 191 0 FOREIGN TAXES ON NONQUALIFIED 53 53 0