2025-04-24T10:24:37-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990PF 2024-01-01 934584013 CERIO FAMILY FOUNDATION INC CERI 2062285870 61518 SKENE TRAIL BEND OR 97702 SHELLY CERIO DIRECTOR 2062285870 2025-04-15 1 0 KRISTIN LR MYERS CPA P01706931 3192346885 2025-04-15 2024 2025-03-06 01:10:19Z X 3128118 X X 72407 72407 2371088 2847453 2371088 2443495 2443495 0 0 0 5318 0 5318 3500 875 2625 11551 11551 0 1660 1660 0 367 0 367 22396 14086 8310 3200 3200 25596 14086 11510 2417899 2429409 63665 63665 476365 0 0 0 693554 700192 0 2137045 2364261 476365 2894264 3128118 0 0 X 0 0 0 0 476365 2894264 476365 2894264 476365 2894264 476365 2417899 0 2894264 0 2894264 SALE OF PUBLICLY TRADED SECURITIES 2846560 476365 2370195 2370195 CAPITAL GAINS DIVIDENDS P 893 893 893 2371088 33769 0 33769 0 33769 0 0 0 0 0 1893 35662 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A THE FOUNDATION 2062285870 61518 SKENE TRAIL BEND OR 97702 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHELLY CERIO 61518 SKENE TRAIL BEND OR 97702 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2924659 31916 0 2956575 0 0 2956575 44349 2912226 145611 145611 33769 33769 111842 0 111842 0 111842 11510 0 11510 111842 11470 0 0 11510 11470 0 0 40 0 0 0 0 0 0 0 0 111802 0 0 0 SHELLY CERIO X WATER ACCESS NOW 2121 NORTH 61ST ST SEATTLE WA 98103 PC PROGRAM SUPPORT 3200 3200 0 14 72407 18 2371088 0 2443495 0 2443495 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3500 875 2625 PFIZER INVT ENT (716973AC6) 53211 53500 UNITEDHEALTH GRO (91324PDK5) 53163 53374 JOHN DEERE CAPIT (24422EXB0) 53460 53450 TOYOTA MOTOR CRE (89236TLB9) 51836 51818 ANHEUSER-BUSCH I (035240AQ3) 52856 52966 NTNL RURAL UTILI (63743HFN7) 53729 54033 BRISTOL-MYERS SQU (110122EF1) 53098 53207 ENTERPRISE PROD (29379VBV4) 53239 53935 THE HOME DEPOT, I (437076CB6) 53302 53983 INTERCONTINENTAL (45866FAK0) 54031 55320 BERKSHIRE HATHAWA (084659AV3) 53758 54465 CUMMINS INC. (231021AT3) 53852 55255 BLACKROCK, INC. (09247XAR2) 54019 54886 DFA INTERNATIONAL SMALL (DISVX) FMV 104108 108794 DFA US SMALL CAP VALUE I (DFSVX) FMV 202012 222074 REAL ESTATE SELECT SCTR (XLRE) FMV 99324 105417 SPDR INDEX SHARES EMERG (SPEM) FMV 158939 172473 VANGUARD FTSE DEVELOPED (VEA) FMV 317870 315038 VANGUARD SHORT TERM (VGSH) FMV 141996 142192 VANGUARD TOTAL STOCK (VTI) FMV 993651 1167065 VANGUARD VALUE ETF (VTV) FMV 119145 131208 LEGAL FEES 5318 0 5318 REGISTRATION FEES 367 0 367 INVESTMENT MANAGEMENT FEES 11551 11551 0 FOREIGN TAXES WITHHELD 1660 1660 0