2025-02-11T14:57:51-06:00 2024-12-31 020417217 LEONE MCDONNELL & ROBERTS PA 61 SOUTH MAIN STREET PO BOX 1140 WOLFEBORO NH 03894 990PF 2024-01-01 026031454 JOSIAH W BROWN TRUST JOSI 6035691953 61 S MAIN ST PO BOX 1140 WOLFEBORO NH 03894 THOMAS W ROBERTS TRUSTEE 6035691953 2025-02-10 1 0 THOMAS W ROBERTS CPA P00447722 6035691953 2025-02-10 2024 2025-03-06 01:10:19Z X 658665 X X 41 41 41 16810 16810 16810 9128 158944 9128 25979 25979 16851 0 0 0 0 4989 4989 4989 0 132 132 132 0 2498 2498 2498 0 7619 7619 7619 0 30000 30000 37619 7619 7619 30000 -11640 18360 9232 7355 12113 12113 15692 3239 3239 539794 535849 643313 562841 551201 658665 0 0 X 562841 551201 562841 551201 562841 551201 562841 -11640 0 551201 0 551201 182.036 SHS QRCRX 2024-02-15 1415 1532 -117 -117 1621.351 SHS ARCIX 2024-02-15 12691 16727 -4036 -4036 120 SHS RSP 2024-02-15 19285 16792 2493 2493 33 SHS IEFA 2024-04-12 2400 2206 194 194 38 SHS IVV 2024-02-15 2024-04-12 19624 19158 466 466 16 SHS VOO 2024-04-12 7556 5239 2317 2317 568 SHS CLIP 2024-02-15 2024-05-14 14222 14240 -18 -18 9 SHS IEFA 2024-06-07 685 601 84 84 108 SHS IJH 2024-06-07 6353 5204 1149 1149 30 SHS SHY 2024-06-07 2444 2452 -8 -8 6 SHS IEF 2024-06-07 564 586 -22 -22 69 SHS SPYV 2024-06-07 3398 2905 493 493 61 SHS IEFA 2024-08-21 4606 4078 528 528 123 SHS SHY 2024-08-29 10188 10054 134 134 183 SHS IEFA 2024-12-10 13663 12233 1430 1430 199 SHS IJH 2024-12-10 13241 9589 3652 3652 14 SHS IJR 2024-12-10 1747 1485 262 262 251 SHS IGSB 2024-12-10 13069 12709 360 360 46 SHS IEF 2024-12-10 4369 4492 -123 -123 126 SHS VGIT 2024-12-10 7424 7534 -110 -110 9128 3280 255 0 255 0 255 0 0 0 0 0 0 255 0 0 0 0 0 0 0 0 0 0 0 1 NH 1 0 0 0 0 1 N/A THOMAS W ROBERTS 6035691953 61 SOUTH MAIN STREET WOLFEBORO NH 03894 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS W ROBERTS 61 SOUTH MAIN STREET WOLFEBORO NH 03894 TRUSTEE 1.00 0 0 0 EDITH DESMARAIS 83 ROLLING WOOD DRIVE WOLFEBORO NH 03894 TRUSTEE 1.00 0 0 0 KURT DEVYLDER 18 UNION STREET WOLFEBORO NH 03894 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 631801 9130 0 640931 0 0 640931 9614 631317 31566 31566 255 255 31311 0 31311 0 31311 30000 0 30000 31311 0 0 479427 4403 1771 485601 30000 0 0 0 30000 0 1311 1311 484290 0 0 0 0 0 0 0 484290 478116 4403 1771 X TOWN OF WOLFEBORO NH 84 NORTH MAIN STREET WOLFEBORO NH 03894 NONE GOV COLLEGE SCHOLARSHIPS FOR WOLFEBORO RESIDENTS 30000 30000 0 41 16810 9128 0 0 25979 25979 3 INVESTMENT INCOME USED TO PAY SCHOLARSHIPS FOR WOLFEBORO RESIDENTS 4 INVESTMENT INCOME USED TO PAY SCHOLARSHIPS FOR WOLFEBORO RESIDENTS 8 INVESTMENT INCOME USED TO PAY SCHOLARSHIPS FOR WOLFEBORO RESIDENTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4989 4989 4989 0 ISHARES 0-5 TIPS 14873 15191 ISHARES 7-10 13152 12851 ISHARES FLOATING RATE 8920 8955 ISHARES IBOXX 3530 3526 ISHARES TR 1-5 52469 53923 ISHARES TR CORE S&P 500 5835 6337 ISHARES TR CORE S&P MID CAP 21105 27292 MSCI CORE 48233 50742 SCHWAB MM 69701 69701 SPDR ICE PREF 6979 6961 SPDR S&P 500 40833 50577 VANGUARD INTM TERM 36273 35881 VANGUARD S&P 500 136553 224684 VANGUARD SCOTTSDATE 18409 17922 ISHARE CORE S&P 500 27221 27668 SPDR SHORT TERM TREAS 18075 17957 DIAMOND HILL SHORT DURATION 5826 5902 WISDOM TREE INDIA 7862 7243 INVESTMENT FEES 2377 2377 2377 0 BANK FEES 36 36 36 0 PROBATE 85 85 85 0 4940 TAX 132 132 132 0