2025-04-18T10:01:34-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2024-01-01 586026021 CHILDREN''S HC GOODRUM TR UW GOOD 4042305390 PO BOX 919798 ORLANDO FL 328919798 TRUIST BANK DIRECTOR 4042305390 2025-03-09 true true RICHARD RALEIGH P00382844 4014573839 2025-03-09 2024 2025-03-06 01:10:19Z X 54054 X 1427 1427 1712 23312 1712 0 3139 3139 213 106 107 0 0 0 0 0 0 150 0 0 150 0 0 2 2 0 0 0 0 0 0 0 365 108 0 257 2479 2479 2844 108 0 2736 295 3031 0 336 336 4916 1318 1318 0 0 0 2652 38591 44814 52400 46159 46468 54054 0 X 46159 46468 46159 46468 46159 46468 46159 295 20 46474 6 46468 54.413 HARTFORD DVDND & GRWTH-F 2024-02-12 1787 1782 5 5 37.882 ARTISAN INTL VALUE FUND-INS 2020-11-27 2024-07-23 1885 1438 447 447 476.077 DODGE & COX INCOME FUND 2021-10-29 2024-07-23 5970 6779 -809 -809 19.622 EATON VANCE-ATLANTA SMID-R6 2020-11-27 2024-07-23 830 708 122 122 22. ISHARES IBOXX INV GRD CORP BOND ETF 2024-07-23 2384 2652 -268 -268 .714 VANGUARD RUSSELL 1000 GR-INS 2018-03-23 2024-07-23 520 189 331 331 13. VANGUARD VALUE ETF 2020-11-27 2024-07-23 2153 1521 632 632 1.53 ARTISAN INTL VALUE FUND-INS 2024-12-02 75 60 15 15 10.58 DODGE & COX INCOME FUND 2021-10-29 2024-12-02 135 151 -16 -16 .641 EATON VANCE-ATLANTA SMID-R6 2020-11-27 2024-12-02 30 23 7 7 1. ISHARES CORE TOTAL US BOND MKT ETF 2024-07-23 2024-12-02 99 98 1 1 1. ISHARES S&P MIDCAP 400 INDEX FUND 2023-06-27 2024-12-02 67 51 16 16 3. SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 2022-07-12 2024-12-02 274 274 .646 VANGUARD INTL GROWTH-ADM 2020-11-27 2024-12-02 75 101 -26 -26 1. VANGUARD SHORT TERM BOND ETF 2024-07-23 2024-12-02 78 77 1 1 1.755 VANGUARD INST INDEX-INST 2013-09-24 2024-12-02 875 274 601 601 .126 VANGUARD RUSSELL 1000 GR-INS 2018-03-23 2024-12-02 100 33 67 67 1. VANGUARD VALUE ETF 2020-11-27 2024-12-02 181 117 64 64 38. ISHARES CORE TOTAL US BOND MKT ETF 2024-07-23 2024-12-05 3764 3728 36 36 20. VANGUARD SHORT TERM BOND ETF 2024-07-23 2024-12-05 1552 1544 8 8 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 CAPITAL GAIN DIVIDENDS P 478 1712 42 0 42 0 42 27 0 0 27 0 15 0 0 false false false false false false false true true GA true false false false false true N/A TRUIST BANK 4042305390 PO BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false false false false false false false false TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE 1 213 NONE 0 NONE 0 50221 3195 0 53416 0 0 53416 801 52615 2631 2631 42 42 2589 0 2589 0 2589 2736 0 0 0 0 2736 2589 0 0 0 0 0 0 150 150 2736 0 0 0 2589 147 0 0 297 0 0 0 0 0 0 0 297 0 0 0 150 147 NONE NONE X CHILDREN'S HEALTHCARE OF ATLANTA 1405 CLIFTON ROAD NE ATLANTA GA 30322 NONE PC GENERAL OPERATING 2479 2479 14 1427 18 1712 3139 3139 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 150 150 464287242 ISHARES IBOXX INV GR 922040100 VANGUARD INSTL INDEX AT COST 17175 23302 92206C672 VANGUARD RUSSELL 100 AT COST 978 2262 277902235 EATON VANCE ATLANTA AT COST 700 815 921910501 VANGUARD INTERNATION AT COST 1847 1531 922908744 VANGUARD VALUE ETF AT COST 585 847 04314H857 ARTISAN INTERNATIONA AT COST 1425 1577 256210105 DODGE & COX INCOME F AT COST 7909 7246 41664T669 HARTFORD DIVIDEND & 464287655 ISHARES RUSSELL 2000 AT COST 2179 2652 78468R663 SPDR BLOOMBERG 1-3 M AT COST 10441 10423 464287507 ISHARES CORE S&P MID AT COST 1575 1745 2024 TRANSACTIONS POSTED IN 2025 4 ROUNDING ADJUSTMENT 2 2023 TRANSACTIONS POSTED IN 2024 20 FOREIGN TAXES ON QUALIFIED FOR 2 2 0 FOREIGN TAXES ON NONQUALIFIED 0 0