2025-11-10T10:01:33-05:00 2025-06-30 920460586 PWC US TAX LLP 301 GRANT STREET PITTSBURGH PA 15219 990PF 2024-07-01 236227268 MORRIS EFFINGHAM FOR WISTAR INST-TR WIST 2155534372 PO BOX 185 PITTSBURGH PA 152300185 MICHAEL STAGIS VICE PRESIDENT 2155534372 2025-09-15 true true DANIEL WALTMAN P01233408 4123556000 2025-09-15 X 2024 2025-03-06 01:10:19Z X 2123810 X 52700 52572 13457 282928 13457 0 66157 66029 10236 6142 4094 0 0 0 0 0 0 0 0 1408 363 0 0 0 0 0 0 0 11644 6505 0 4094 98718 98718 110362 6505 0 102812 -44205 59524 0 19985 3853 3853 0 0 0 1543319 1515189 2119957 1563304 1519042 2123810 0 X 1563304 1519042 1563304 1519042 1563304 1519042 1563304 -44205 76 1519175 133 1519042 49. ISHARES S&P 500 INDEX FUND 2023-11-29 2024-08-29 27519 22554 4965 4965 30. ISHARES S&P 500 INDEX FUND 2020-02-07 2024-08-29 16848 9110 7738 7738 135. ISHARES TR S & P SMALL CAP 600 2017-09-05 2024-08-29 15659 9385 6274 6274 11. ISHARES S&P 500 INDEX FUND 2020-05-21 2024-09-30 6313 3255 3058 3058 2. ISHARES TR S&P MIDCAP 400 INDEX FD 2024-08-29 2024-09-30 125 123 2 2 13. ISHARES CORE MSCI EAFE ETF 2024-08-29 2024-09-30 1014 1001 13 13 82. ISHARES CORE MSCI EMERGING 2020-12-11 2024-09-30 4713 4998 -285 -285 855. INVESCO SENIOR LOAN ETF 2021-10-26 2025-01-30 17965 18911 -946 -946 55. ISHARES S&P 500 INDEX FUND 2020-05-21 2025-01-30 33316 16275 17041 17041 520. ISHARES BARCLAYS AGGREGATE BOND FUND 2020-12-11 2025-01-30 50710 61394 -10684 -10684 17. ISHARES 1-3 YEAR TREASURY BOND ETF 2024-09-30 2025-01-30 1398 1415 -17 -17 17. ISHARES 1-3 YEAR TREASURY BOND ETF 2022-08-09 2025-01-30 1398 1403 -5 -5 9. ISHARES JP MORGAN EM BOND FD 2020-12-11 2025-01-30 817 1034 -217 -217 302. INVESCO SENIOR LOAN ETF 2024-08-29 2025-04-08 6128 6359 -231 -231 1388. INVESCO SENIOR LOAN ETF 2021-10-26 2025-04-08 28164 30508 -2344 -2344 258. ISHARES BARCLAYS AGGREGATE BOND FUND 2020-12-11 2025-04-08 25258 30461 -5203 -5203 170. ISHARES CORE MSCI EAFE ETF 2024-08-29 2025-04-08 11645 13096 -1451 -1451 8. ISHARES CORE MSCI EMERGING 2020-12-11 2025-04-08 385 488 -103 -103 168. S P D R BBG BARC HIGH YIELD BND 2025-01-30 2025-04-08 15374 16296 -922 -922 192. S P D R BBG BARC HIGH YIELD BND 2020-12-11 2025-04-08 17570 20724 -3154 -3154 7. VANGUARD INDEX TR 2024-09-30 2025-04-08 567 681 -114 -114 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 CAPITAL GAIN DIVIDENDS P 42 13457 827 0 827 0 827 772 0 0 772 0 55 0 0 false false false false false false false true true PA true false false false false true N/A BNY MELLON NA 2155534372 PO BOX 185 PITTSBURGH PA 152300185 X false false false false true false false false false false false false false false false false false false false false false false BNY MELLON N A PO BOX 185 PITTSBURGH PA 15230 TRUSTEE 1 10236 NONE 0 NONE 0 2043242 15145 0 2058387 0 0 2058387 30876 2027511 101376 101376 827 827 100549 0 100549 0 100549 102812 0 0 0 0 102812 100549 0 0 8747 4569 8475 14203 2220 38214 102812 0 0 0 100549 2263 0 0 40477 0 0 0 0 0 0 8747 31730 4569 8475 14203 2220 2263 NONE NONE X THE WISTAR INSTITUTE OF ANATOMY 3601 SPRUCE STREET PHILADELPHIA PA 19104 NONE PC GENERAL OPERATING 98718 98718 14 52700 18 13457 66157 66157 false false false false false false false false false false 464287200 ISHARES S&P 500 INDE AT COST 469160 968604 464287507 ISHARES TR S&P MIDCA AT COST 137971 203116 464287804 ISHARES TR S & P SMA AT COST 55586 84809 922908553 VANGUARD INDEX TR AT COST 19319 20039 464288273 ISHARES MSCI EAFE SM AT COST 32973 32779 78468R622 S P D R BBG BARC HIG AT COST 9750 10019 46138G508 INVESCO SENIOR LOAN AT COST 9305 9372 46434G103 ISHARES CORE MSCI EM AT COST 104433 105833 464288281 ISHARES JP MORGAN EM AT COST 115 93 464287226 ISHARES BARCLAYS AGG AT COST 428297 398685 464287457 ISHARES 1-3 YEAR TRE AT COST 74959 75237 46432F842 ISHARES CORE MSCI EA AT COST 173321 211371 PY RETURN OF CAPITAL ADJUSTMENT 128 ROUNDING 5 MUTUAL FUND TIMING ADJ 76 FOREIGN TAXES 235 235 0 FEDERAL TAX PAYMENT - PRIOR YE 273 0 0 FEDERAL ESTIMATES - PRINCIPAL 772 0 0 FOREIGN TAXES ON NONQUALIFIED 128 128 0