2025-11-16T11:52:19-00:00 2025-10-31 141855881 Michael Associates LLC 600 E 96th St Ste 505 Indianapolis IN 46240 990PF 2024-11-01 352000508 Dollens Family Foundation % Ronald Dollens DOLL 5613897228 9701 Soaring Hawk Circle Zionsville IN 46077 Ronald Dollens President 5613897228 2025-11-16 true true Leslie Michael P00336888 3175742124 2025-11-16 2024 2025-03-06 01:10:19Z X 167022 X 4545 4545 36390 223652 36390 40935 40935 2270 2270 112 112 25 25 2407 2407 0 137427 137427 139834 2407 137427 -98899 38528 8296 87117 87117 235385 57665 79905 243681 144782 167022 0 X 243681 144782 243681 144782 243681 144782 243681 -98899 144782 144782 ADVANCED MICRO DEVICES INC COM P 2024-11-18 2025-05-23 111 140 -29 -29 ADVANCED MICRO DEVICES INC COM P 2024-11-18 2025-02-05 217 279 -62 -62 ADVANCED MICRO DEVICES INC COM P 2024-11-18 2025-01-03 125 140 -15 -15 FREEPORT-MCMORAN INC CL B P 2024-11-18 2025-02-05 73 87 -14 -14 FREEPORT-MCMORAN INC CL B P 2024-11-18 2025-01-03 38 43 -5 -5 ILLINOIS TOOL WKS INC COM P 2024-11-18 2025-01-03 253 271 -18 -18 INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2024-11-18 2025-01-03 94 96 -2 -2 ISHARES INC MSCI NETHERLANDS ETF P 2024-11-13 2025-02-05 601 584 17 17 ISHARES INC MSCI NETHERLANDS ETF P 2024-11-13 2025-01-03 582 584 -2 -2 ISHARES INC MSCI NETHERLANDS ETF P 2024-11-13 2025-05-23 784 674 110 110 ISHARES TR DOW JONES US ETF FD P 2024-11-13 2025-01-03 579 586 -7 -7 ISHARES TR DOW JONES US ETF FD P 2024-11-13 2025-02-05 441 440 1 1 ISHARES TR DOW JONES US ETF FD P 2024-11-13 2025-05-23 566 586 -20 -20 ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2024-11-18 2025-01-03 179 181 -2 -2 ISHARES TR MSCI PERU GLOBAL EXPOSURE ETF P 2024-06-21 2025-01-03 320 323 -3 -3 ISHARES TR MSCI PERU GLOBAL EXPOSURE ETF P 2024-06-21 2025-02-05 619 606 13 13 ISHARES TR MSCI PERU GLOBAL EXPOSURE ETF P 2024-06-21 2025-05-23 791 687 104 104 ISHARES TR MSCI POLAND ETF P 2024-06-27 2025-05-23 1073 880 193 193 ISHARES TR MSCI POLAND ETF P 2024-06-27 2025-02-05 776 807 -31 -31 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2025-10-22 258 171 87 87 APPLE INC COM P 2022-03-17 2025-01-03 1457 953 504 504 APPLE INC COM P 2024-03-25 2025-05-23 586 512 74 74 APPLE INC COM P 2022-03-17 2024-11-18 1602 1112 490 490 APPLE INC COM P 2022-03-17 2025-02-05 918 635 283 283 APPLE INC COM P 2022-03-17 2025-10-22 1551 953 598 598 BANK AMER CORP COM P 2023-11-29 2025-02-05 187 122 65 65 BANK AMER CORP COM P 2023-11-29 2025-05-23 390 274 116 116 BANK AMER CORP COM P 2023-11-29 2025-10-22 508 305 203 203 BANK AMER CORP COM P 2023-11-29 2025-01-21 329 213 116 116 BANK AMER CORP COM P 2023-11-29 2025-01-03 1252 853 399 399 CATERPILLAR INC COM P 2022-03-17 2025-10-22 514 219 295 295 CATERPILLAR INC COM P 2022-03-17 2024-11-18 385 219 166 166 CATERPILLAR INC COM P 2021-02-02 2025-10-22 514 191 323 323 CATERPILLAR INC COM P 2022-03-17 2025-05-23 344 219 125 125 CATERPILLAR INC COM P 2022-03-17 2025-01-21 400 219 181 181 CHEVRON CORP NEW COM P 2022-03-17 2025-10-22 310 189 121 121 CHEVRON CORP NEW COM P 2022-03-17 2025-07-21 19 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HESS CORP S/M EFF 07/21/2025 1.025 NEW CU XXX-XX-XXXX CHEVRON CORP FOR 1 OLD P 2022-06-28 2025-01-21 150 112 38 38 HESS CORP S/M EFF 07/21/2025 1.025 NEW CU XXX-XX-XXXX CHEVRON CORP FOR 1 OLD P 2022-03-17 2025-01-21 150 97 53 53 HESS CORP S/M EFF 07/21/2025 1.025 NEW CU XXX-XX-XXXX CHEVRON CORP FOR 1 OLD P 2022-03-17 2025-02-05 143 97 46 46 HESS CORP S/M EFF 07/21/2025 1.025 NEW CU XXX-XX-XXXX CHEVRON CORP FOR 1 OLD P 2022-03-17 2025-05-23 131 97 34 34 ILLINOIS TOOL WKS INC COM P 2022-06-28 2025-05-23 485 366 119 119 ILLINOIS TOOL WKS INC COM P 2022-06-28 2025-01-21 262 183 79 79 ILLINOIS TOOL WKS INC COM P 2022-06-28 2025-10-22 258 183 75 75 INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-05-23 403 498 -95 -95 INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-01-03 259 296 -37 -37 INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-10-22 463 538 -75 -75 INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-01-21 221 256 -35 -35 INVESCO EXCHANGE-TRADED FD TR II PFD ETF P 2022-03-17 2025-02-05 233 269 -36 -36 ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2024-11-18 163 164 -1 -1 ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-05-23 2470 2350 120 120 ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-02-05 1068 1093 -25 -25 ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-10-22 2415 1968 447 447 ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-01-21 1005 1038 -33 -33 ISHARES INC CORE MSCI EMERGING MKTS ETF P 2022-03-17 2025-01-03 1262 1312 -50 -50 ISHARES INC MSCI FRANCE ETF P 2023-03-09 2024-11-13 2387 2412 -25 -25 ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-01-03 357 313 44 44 ISHARES INC MSCI ITALY ETF P 2023-05-11 2024-11-18 623 532 91 91 ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-02-05 272 219 53 53 ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-05-23 987 657 330 330 ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-10-22 508 313 195 195 ISHARES INC MSCI ITALY ETF P 2023-05-11 2025-01-21 458 376 82 82 ISHARES INC MSCI SPAIN ETF P 2023-05-11 2024-11-13 3473 3033 440 440 ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2020-04-14 2025-01-03 179 204 -25 -25 ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2022-03-17 2025-02-05 637 684 -47 -47 ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2022-03-17 2025-01-21 632 684 -52 -52 ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2020-04-15 2025-01-03 627 699 -72 -72 ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2022-03-17 2025-10-22 1249 1270 -21 -21 ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF P 2022-03-17 2025-05-23 1349 1466 -117 -117 ISHARES TR MSCI PERU GLOBAL EXPOSURE ETF P 2024-06-21 2025-10-22 849 566 283 283 ISHARES TR MSCI POLAND ETF P 2024-06-27 2025-10-22 608 440 168 168 ISHARES TR RUSSELL 2000 ETF P 2021-01-07 2024-11-18 1148 1037 111 111 ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-05-23 3652 3667 -15 -15 ISHARES TR RUSSELL 2000 ETF P 2021-01-29 2024-11-18 689 623 66 66 ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-02-05 2739 2445 294 294 ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-01-21 3432 3056 376 376 ISHARES TR RUSSELL 2000 ETF P 2021-01-07 2025-01-03 1348 1245 103 103 ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-10-22 7301 6112 1189 1189 ISHARES TR RUSSELL 2000 ETF P 2022-03-17 2025-01-03 2471 2241 230 230 ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2024-11-18 295 252 43 43 ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-05-23 534 504 30 30 ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-10-22 1607 1261 346 346 ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-01-21 600 504 96 96 ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-01-03 884 756 128 128 ISHARES TR RUSSELL 2000 GROWTH ETF P 2022-03-17 2025-02-05 600 504 96 96 ISHARES TR RUSSELL 2000 VALUE ETF P 2021-04-19 2025-10-22 1247 1125 122 122 ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-10-22 356 323 33 33 ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-01-03 663 645 18 18 ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-02-05 504 484 20 20 ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-01-21 845 807 38 38 ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2025-05-23 895 968 -73 -73 ISHARES TR RUSSELL 2000 VALUE ETF P 2022-03-17 2024-11-18 521 484 37 37 ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-02-05 2856 2354 502 502 ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2024-11-18 1924 1595 329 329 ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-10-22 6350 5012 1338 1338 ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-01-21 3983 3266 717 717 ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-01-03 4297 3645 652 652 ISHARES TR RUSSELL MID-CAP ETF P 2022-03-17 2025-05-23 5446 4709 737 737 ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-01-21 804 577 227 227 ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2024-11-18 514 385 129 129 ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-02-05 817 577 240 240 ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-10-22 1414 962 452 452 ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-01-03 1169 866 303 303 ISHARES TR RUSSELL MID-CAP GROWTH ETF P 2022-03-17 2025-05-23 1043 770 273 273 ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-10-22 279 235 44 44 ISHARES TR RUSSELL MID-CAP VALUE ETF P 2021-05-20 2025-10-22 1115 917 198 198 ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-01-03 782 704 78 78 ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-01-21 811 704 107 107 ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-05-23 1143 1056 87 87 ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2025-02-05 533 470 63 63 ISHARES TR RUSSELL MID-CAP VALUE ETF P 2022-03-17 2024-11-18 405 352 53 53 ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-02-05 391 306 85 85 ISHARES TR SP 500 VALUE ETF P 2022-03-17 2024-11-18 201 153 48 48 ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-05-23 747 612 135 135 ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-01-21 391 306 85 85 ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-10-22 1043 765 278 278 ISHARES TR SP 500 VALUE ETF P 2022-03-17 2025-01-03 575 459 116 116 ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2021-07-26 2025-01-03 353 351 2 2 ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-01-21 51 50 1 1 ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-02-05 253 248 5 5 ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-05-23 457 446 11 11 ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2021-07-26 2025-01-21 51 50 1 1 ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-10-22 411 396 15 15 ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2022-03-17 2025-01-21 152 149 3 3 ISHARES U S ETF TR ISHARES SHORT DURATION BD ACTIVE ETF P 2024-03-25 2025-05-23 152 151 1 1 J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-10-22 460 440 20 20 J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2024-11-18 357 330 27 27 J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-01-21 295 275 20 20 J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-01-03 406 385 21 21 J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-05-23 500 495 5 5 J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF P 2023-07-03 2025-02-05 235 220 15 15 LAM RESH CORP COM NEW P 2022-03-17 2025-10-22 557 206 351 351 LAM RESH CORP COM NEW P 2022-03-17 2025-01-03 451 309 142 142 LAM RESH CORP COM NEW P 2022-03-17 2025-02-05 400 258 142 142 LAM RESH CORP COM NEW P 2022-03-17 2025-05-23 406 258 148 148 LILLY ELI CO COM P 2023-08-30 2025-01-03 782 552 230 230 LILLY ELI CO COM P 2023-08-30 2025-10-22 808 552 256 256 LOWES COS INC COM P 2022-03-17 2025-01-21 265 229 36 36 LOWES COS INC COM P 2022-06-14 2025-10-22 245 178 67 67 LOWES COS INC COM P 2022-03-17 2025-05-23 222 229 -7 -7 LOWES COS INC COM P 2022-03-17 2025-01-03 248 229 19 19 LOWES COS INC COM P 2022-03-17 2025-10-22 245 229 16 16 MARATHON PETE CORP COM P 2023-03-09 2025-05-23 319 259 60 60 MARATHON PETE CORP COM P 2023-03-09 2025-10-22 367 259 108 108 MARATHON PETE CORP COM P 2023-03-09 2025-02-05 158 130 28 28 METLIFE INC COM P 2022-03-17 2025-01-21 263 203 60 60 METLIFE INC COM P 2021-04-19 2025-05-23 155 126 29 29 METLIFE INC COM P 2022-03-17 2025-01-03 248 203 45 45 METLIFE INC COM P 2022-03-17 2024-11-18 167 135 32 32 METLIFE INC COM P 2022-03-17 2025-05-23 77 68 9 9 METLIFE INC COM P 2021-04-19 2025-10-22 237 190 47 47 METLIFE INC COM P 2022-03-17 2025-02-05 84 68 16 16 MICROSOFT CORP COM P 2022-03-17 2025-05-23 904 582 322 322 MICROSOFT CORP COM P 2022-03-17 2025-01-03 423 291 132 132 MICROSOFT CORP COM P 2022-03-17 2025-10-22 523 291 232 232 NEXTPOWER INC CL A P 2023-08-30 2025-01-21 213 210 3 3 NEXTPOWER INC CL A P 2023-08-30 2025-05-23 395 295 100 100 NEXTPOWER INC CL A P 2023-08-30 2025-01-03 280 295 -15 -15 NEXTPOWER INC CL A P 2023-08-30 2025-10-22 517 253 264 264 NEXTPOWER INC CL A P 2023-08-30 2025-02-05 194 168 26 26 NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2025-10-22 53 95 -42 -42 NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2025-01-21 81 95 -14 -14 NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2025-02-05 173 189 -16 -16 NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2025-05-23 67 95 -28 -28 NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIP P 2023-08-30 2024-11-18 200 189 11 11 PALO ALTO NETWORKS INC COM P 2023-03-09 2025-01-21 184 92 92 92 PALO ALTO NETWORKS INC COM P 2023-03-09 2025-01-03 183 92 91 91 PALO ALTO NETWORKS INC COM P 2023-03-09 2025-02-05 185 92 93 93 PALO ALTO NETWORKS INC COM P 2023-03-09 2025-05-23 187 92 95 95 PALO ALTO NETWORKS INC COM P 2023-03-09 2025-10-22 423 185 238 238 PALO ALTO NETWORKS INC COM P 2023-03-09 2024-11-18 388 185 203 203 SCHWAB CHARLES CORP NEW COM P 2021-03-18 2025-01-21 79 67 12 12 SCHWAB CHARLES CORP NEW COM P 2021-03-18 2025-01-03 74 67 7 7 SCHWAB CHARLES CORP NEW COM P 2022-06-14 2025-05-23 263 185 78 78 SCHWAB CHARLES CORP NEW COM P 2023-03-14 2025-10-22 378 224 154 154 SCHWAB CHARLES CORP NEW COM P 2022-03-17 2024-11-18 163 176 -13 -13 SCHWAB CHARLES CORP NEW COM P 2023-03-14 2025-05-23 88 56 32 32 SCHWAB CHARLES CORP NEW COM P 2022-06-14 2025-01-21 157 123 34 34 SCHWAB CHARLES CORP NEW COM P 2022-06-14 2025-02-05 245 185 60 60 SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-02-05 1422 934 488 488 SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-01-03 2059 1401 658 658 SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-01-21 1182 801 381 381 SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-05-23 2309 1534 775 775 SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2024-11-18 1630 1134 496 496 SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD P 2022-03-17 2025-10-22 2668 1534 1134 1134 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2024-11-18 647 526 121 121 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-01-03 1355 1052 303 303 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-10-22 1188 877 311 311 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-05-23 1056 877 179 179 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-01-21 689 526 163 163 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY P 2022-03-17 2025-02-05 458 351 107 107 SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-01-03 532 351 181 181 SELECT SECTOR SPDR TR INDL P 2022-06-28 2024-11-18 418 263 155 155 SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-01-21 561 351 210 210 SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-10-22 920 527 393 393 SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-05-23 988 615 373 373 SELECT SECTOR SPDR TR INDL P 2022-06-28 2025-02-05 410 263 147 147 SELECT SECTOR SPDR TR TECHNOLOGY P 2024-02-26 2025-05-23 1819 1647 172 172 SELECT SECTOR SPDR TR TECHNOLOGY P 2022-03-17 2025-02-05 1852 1200 652 652 SELECT SECTOR SPDR TR TECHNOLOGY P 2022-03-17 2025-01-03 3063 1950 1113 1113 SELECT SECTOR SPDR TR TECHNOLOGY P 2022-03-17 2025-10-22 284 150 134 134 SELECT SECTOR SPDR TR TECHNOLOGY P 2024-02-26 2025-10-22 2558 1853 705 705 SPDR SP 500 ETF TR TR UNIT P 2022-03-17 2025-05-23 1161 873 288 288 SPDR SP 500 ETF TR TR UNIT P 2022-03-17 2025-01-03 1184 873 311 311 SPDR SP 500 ETF TR TR UNIT P 2022-03-17 2025-01-21 601 436 165 165 SPDR SP 500 ETF TR TR UNIT P 2022-03-17 2025-10-22 1335 873 462 462 SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2022-03-17 2025-02-05 158 195 -37 -37 SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2022-03-17 2025-05-23 517 668 -151 -151 SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2021-07-26 2025-01-03 244 355 -111 -111 SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2022-03-17 2025-01-21 179 223 -44 -44 SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2021-07-26 2025-01-21 134 194 -60 -60 SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2021-07-26 2025-02-05 136 194 -58 -58 SPDR SER TR STATE STR SPDR PORTFOLIO LONG TERM CORPORATE BD ETF P 2022-03-17 2025-10-22 587 696 -109 -109 SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2020-08-21 2025-01-21 194 210 -16 -16 SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2022-03-17 2025-02-05 483 510 -27 -27 SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2022-03-17 2025-01-21 484 510 -26 -26 SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2022-03-17 2025-10-22 1167 1224 -57 -57 SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2020-08-21 2025-02-05 193 210 -17 -17 SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2020-08-21 2025-01-03 864 946 -82 -82 SPDR SER TR STATE STREET SPDR BLOOMBERG HIGH YIELD BD ETF NEW P 2022-03-17 2025-05-23 1332 1428 -96 -96 T-MOBILE US INC COM P 2022-03-17 2025-05-23 242 129 113 113 T-MOBILE US INC COM P 2022-03-17 2024-11-18 714 386 328 328 T-MOBILE US INC COM P 2022-03-17 2025-10-22 227 129 98 98 T-MOBILE US INC COM P 2022-03-17 2025-02-05 479 257 222 222 T-MOBILE US INC COM P 2022-03-17 2025-01-03 220 129 91 91 TESLA INC COM P 2024-06-27 2025-10-22 433 195 238 238 TRACTOR SUPPLY CO COM P 2022-03-17 2025-05-23 200 183 17 17 TRACTOR SUPPLY CO COM P 2022-03-17 2025-01-03 261 228 33 33 TRACTOR SUPPLY CO COM P 2022-03-17 2025-02-05 107 91 16 16 TRACTOR SUPPLY CO COM P 2020-08-21 2025-05-23 50 31 19 19 TRACTOR SUPPLY CO COM P 2020-08-21 2025-10-22 331 185 146 146 TRACTOR SUPPLY CO COM P 2022-03-17 2025-01-21 226 183 43 43 VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2020-12-23 2025-01-03 68 108 -40 -40 VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2022-03-17 2025-05-23 200 275 -75 -75 VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2022-03-17 2025-01-21 69 92 -23 -23 VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2022-03-17 2025-10-22 217 275 -58 -58 VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF P 2022-03-17 2025-02-05 140 183 -43 -43 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2022-03-17 2025-10-22 633 628 5 5 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2022-03-17 2025-05-23 703 706 -3 -3 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2021-03-17 2025-01-03 463 493 -30 -30 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2022-03-17 2025-02-05 388 392 -4 -4 VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF P 2022-03-17 2025-01-21 387 392 -5 -5 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2021-02-19 2025-01-21 577 690 -113 -113 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2021-02-19 2025-01-03 719 863 -144 -144 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2022-03-17 2025-01-21 288 320 -32 -32 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2022-03-17 2025-02-05 291 320 -29 -29 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2022-03-17 2025-05-23 1732 1921 -189 -189 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2021-02-19 2025-02-05 581 690 -109 -109 VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF P 2022-03-17 2025-10-22 1575 1681 -106 -106 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-05-23 4445 4233 212 212 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-01-21 1725 1775 -50 -50 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2024-11-18 909 910 -1 -1 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-02-05 1786 1821 -35 -35 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-01-03 2296 2367 -71 -71 VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF P 2022-03-17 2025-10-22 3923 3277 646 646 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-05-23 1210 1046 164 164 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-01-21 593 571 22 22 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-01-03 336 333 3 3 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-10-22 972 761 211 211 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF P 2022-03-17 2025-02-05 502 476 26 26 VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2022-03-17 2025-02-05 162 173 -11 -11 VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2020-06-03 2025-01-03 401 468 -67 -67 VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2022-03-17 2025-05-23 890 952 -62 -62 VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2020-06-03 2025-02-05 162 187 -25 -25 VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2020-06-03 2025-01-21 161 187 -26 -26 VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2022-03-17 2025-01-21 322 346 -24 -24 VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS P 2022-03-17 2025-10-22 677 693 -16 -16 36390 1541 536 536 536 X 3 539 false false false false false false false true true CA true false false false false true Ronald Dollens 5613897228 9701 Soaring Hawk Circle Zionsville IN 46077 false false false false false false false false false false false false false false false false false false false false false Ronald Dollens 9701 Soaring Hawk Circle Zionsville IN 46077 Director 001.00 0 Susan Dollens 9701 Soaring Hawk Circle Zionsville IN 46077 Director 001.00 0 Stephanie Pryor 9701 Soaring Hawk Circle Zionsville IN 46077 Director 001.00 0 W Grant Dollens 9701 Soaring Hawk Circle Zionsville IN 46077 Director 001.00 0 NONE NONE N/A 0 171888 33727 0 205615 205615 3084 202531 10127 10127 536 536 9591 9591 9591 137427 137427 9591 90400 70313 148169 64013 65933 438828 137427 9591 127836 566664 0 90400 476264 70313 148169 64013 65933 127836 Ronald and Susan Dollens None X First Scotts Presbyterian 53 Meeting St Charleston SC 29401 None Publc General 3250 Water First PO Box 7410928 Chicago IL 60674 None Publc General 2700 SCDS Annual Fund 2619 4th Ave N Seattle WA 98109 None Publc General 10697 The Highlands School 1012 SW Trenton ST Seattle WA 98106 None Publc General 1000 Bellevue Presbyterian Church 1717 Bellevue Way Bellevue WA 98004 None Publc General 250 Leukemia and Lymphoma Society 1201 15th St NW Washington DC 20005 None Publc General 2500 Seattle University Preparatory 8000 25th Ave NE Seattle WA 98115 None Publc General 1196 Historic Charleston 40 E Bay St Charleston SC 29401 None Publc General 5000 Stanford University 450 Jane Stanford Way Stanford CA 94305 None Publc General 75000 Juvenile Diabetes Foundation 200 Vesey St 28th Floor New York NY 10281 None Publc General 2500 Focusing Philanthropy 1637 16th St Santa Monica CA 90404 None Publc General 33334 137427 14 4545 18 36390 40935 40935 false false false false false false false false false false Pershing brokerage account 57665 79905 California annual fee 25 25 Investment Advisor fees 2270 2270 Federal tax 108 108 Foreign tax withheld 4 4