2025-09-03T15:01:31-05:00 2025-06-30 990PF 2024-07-01 036006845 EDWARD A LYON TR UW XXX-XX-XXXX LYON 8777731229 300 FRANKLIN ST - WEALTH MANCHESTER NH 03101 TRICIA J SMITH TD Bank Trustee 8777731229 2025-08-21 true 2024 2025-03-06 01:10:19Z X 136781 X 3901 3901 1572 13174 1572 0 5473 5473 2038 2038 0 0 0 0 0 240 240 0 0 850 850 0 0 0 0 25 16 0 0 0 0 0 0 0 85 85 3238 3229 0 0 0 0 3238 3229 0 0 2235 2244 0 6976 10488 10488 0 0 0 52989 51040 69109 55223 55865 57184 0 115188 117393 136781 0 X 115188 117393 115188 117393 115188 117393 115188 2235 0 117423 30 117393 15. ISHARES 10-20 YR TREASURY ETF 2023-10-05 2024-08-02 1634 1442 192 192 27. ISHARES 10-20 YR TREASURY ETF 2023-01-27 2024-08-02 2942 3095 -153 -153 6. VANGUARD SHORT-TERM TREASURY ETF 2023-10-05 2024-08-02 352 345 7 7 28. VANGUARD SCOTTSDALE FDS MTG-BKD ETF 2023-01-30 2024-08-02 1314 1317 -3 -3 5. ISHARES 1 TO 5Y INV GRADE CORP ETF 2023-10-05 2024-10-28 260 248 12 12 74. ISHARES US TREASURY BOND ETF 2023-10-05 2024-10-28 1690 1618 72 72 11. VANGUARD EMERG MKTS GOV BND 2023-10-05 2024-10-28 711 638 73 73 8. VANGUARD SHORT-TERM TREASURY ETF 2023-10-05 2024-10-28 468 460 8 8 13. VANGUARD SCOTTSDALE FDS MTG-BKD ETF 2023-01-30 2024-10-28 596 611 -15 -15 27. VANGUARD SCOTTSDALE FDS MTG-BKD ETF 2023-01-30 2025-03-27 1240 1270 -30 -30 4. VANGUARD EXTENDED MARKET ETF 2023-10-05 2025-03-27 714 558 156 156 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 CAPITAL GAIN DIVIDENDS P 1253 1572 31 0 31 0 31 0 0 0 0 31 0 0 false false false false false false false true true VT true false false false false true TD Bank NA 8777731229 300 FRANKLIN STREET MANCHESTER NH 03101 false false false false true false false false false false false false false false false false false false false false false false TD BANK NA 300 FRANKLIN STREET MANCHESTER NH 03101 TRUSTEE 1 2038 NONE 0 NONE 0 123384 8797 0 132181 0 0 132181 1983 130198 6510 6510 31 31 6479 0 6479 0 6479 0 0 0 0 0 0 6479 0 0 0 0 21 0 0 21 0 0 0 0 0 0 21 21 0 0 0 0 0 6458 0 0 0 0 0 0 0 0 NONE NONE REV MARY D LINDQUIST 16 BRADLEY AVENUE BRATTLEBORO VT 05301 8022546048 Application form is available from the Rev. Mary Lindquist See application for categories. None Young people who are residents of Brattleboro, Marlboro, Newfane, Putney, Townshend, Dummerston, Wilmington, Guilford, Vernon, Jacksonville, & Whitingham, Vermont. 14 3901 18 1572 5473 5473 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 850 850 MUTUAL FUNDS - FIXED INCOME 55865 57184 MUTUAL FUNDS - EQUITIES 51040 69109 NON-ALLOCABLE LEGAL FEES 240 240 ROUNDING/BASIS ADJUSTMENT 30 OTHER NON-ALLOCABLE EXPENSE - 85 85 0 FEDERAL TAX PAYMENT - PRIOR YE 9 0 0 FOREIGN TAXES ON QUALIFIED FOR 13 13 0 FOREIGN TAXES ON NONQUALIFIED 3 3 0