2025-09-23T10:01:51-05:00 2025-05-31 392447546 TRUST TAX COMPLIANCE LLC 210 PARKRIDGE PLACE SOUTH PARK PA 15129 990PF 2024-06-01 396462343 ROYCE R THOMPSON SCHOLARSHIP TRUST 31P007011 THOM 9209675020 PO BOX 649 NEENAH WI 549570649 BARBARA A BLASHKA VP Tax & Financ 9209675020 2025-09-18 false ERIC COURSEY P00387963 4129150648 2025-09-18 2024 2025-03-06 01:10:19Z X 62944 1953 1953 854 10208 854 0 2807 2807 980 245 735 0 0 0 0 0 0 1150 0 0 1150 0 0 20 11 0 0 0 0 0 0 0 2150 256 0 1885 2200 2200 4350 256 0 4085 -1543 2551 0 1205 1076 1076 0 0 0 45897 13012 57495 61868 60114 58571 62944 0 X 60114 58571 60114 58571 60114 58571 60114 -1543 0 58571 0 58571 1. ISHARES CORE S & P TOTAL US STOCK MARKET ETF 2019-09-09 2024-07-11 122 67 55 55 1. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 2023-05-31 2024-07-11 68 51 17 17 1. VANGUARD TOTAL STOCK MKT ETF 2023-01-13 2024-07-11 274 200 74 74 18.00033 ISHARES CORE TOTAL US AGGREGATE BOND 2020-01-16 2024-08-14 1805 2036 -231 -231 2.99967 ISHARES CORE TOTAL US AGGREGATE BOND 2020-01-16 2024-08-14 301 339 -38 -38 1. VANGUARD TOTAL BOND MARKET ETF 2022-02-02 2024-08-14 74 83 -9 -9 1. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 2023-05-31 2024-08-22 68 51 17 17 1. VANGUARD FTSE DEV MARKETS ETF 2023-03-29 2024-08-22 51 44 7 7 1. VANGUARD TOTAL STOCK MKT ETF 2023-03-29 2024-08-22 274 199 75 75 5. ISHARES CORE TOTAL US AGGREGATE BOND 2020-01-16 2024-10-03 504 566 -62 -62 1. VANGUARD TOTAL BOND MARKET ETF 2024-05-30 2024-10-03 75 71 4 4 18. VANGUARD TOTAL BOND MARKET ETF 2024-10-03 1345 1483 -138 -138 1. VANGUARD FTSE DEV MARKETS ETF 2023-03-29 2024-10-03 52 44 8 8 2. VANGUARD EMERGING MARKET VIPERS 2023-03-29 2024-10-03 97 80 17 17 1. VANGUARD TOTAL STOCK MKT ETF 2023-03-29 2024-10-03 280 199 81 81 1. ISHARES CORE S & P TOTAL US STOCK MARKET ETF 2019-09-09 2024-11-14 131 67 64 64 3. SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 2023-05-31 2024-11-14 218 154 64 64 2. VANGUARD TOTAL STOCK MKT ETF 2023-03-29 2024-11-14 590 399 191 191 8. ISHARES CORE S & P TOTAL US STOCK MARKET ETF 2019-09-09 2025-01-03 1040 540 500 500 4. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF 2025-01-03 236 254 -18 -18 1. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF 2023-05-31 2025-02-13 63 54 9 9 1. VANGUARD FTSE DEV MARKETS ETF 2024-07-11 2025-02-13 51 51 1. VANGUARD FTSE DEV MARKETS ETF 2023-03-29 2025-02-13 51 44 7 7 1. VANGUARD EMERGING MARKET VIPERS 2024-11-14 2025-02-13 45 45 1. VANGUARD TOTAL STOCK MKT ETF 2023-03-29 2025-02-13 300 199 101 101 19. VANGUARD TOTAL BOND MARKET ETF 2025-01-03 2025-03-06 1385 1366 19 19 6. ISHARES CORE TOTAL US AGGREGATE BOND 2024-07-11 2025-03-27 589 590 -1 -1 2. ISHARES CORE TOTAL US AGGREGATE BOND 2020-01-24 2025-03-27 196 226 -30 -30 1. VANGUARD FTSE DEV MARKETS ETF 2023-03-29 2025-03-27 52 44 8 8 1. VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF 2024-04-18 2025-05-08 65 58 7 7 2. VANGUARD FTSE DEV MARKETS ETF 2023-03-29 2025-05-08 107 89 18 18 854 35 0 35 0 35 16 0 0 16 0 19 0 0 false false false false false false false true true WI true false false false false true LEGACY PRIVATE TRUST COMPANY 9209675020 PO BOX 649 NEENAH WI 549570649 false false false false false false false false false false false false false false false false false false false false false LEGACY PRIVATE TRUST COMPANY PO BOX 649 NEENAH WI 54957 TRUSTEE 2 980 NONE 0 NONE 0 0 0 62392 62392 0 0 62392 936 61456 3073 3073 35 35 3038 0 3038 0 3038 4085 0 0 0 0 4085 3038 0 0 1217 175 0 1428 828 3648 4085 0 0 0 3038 1047 0 0 4695 0 0 0 0 0 0 1217 3478 175 0 1428 828 1047 SCHOLARSHIP COMMITTEES OF PORT WASH 427 WEST JACKSON ST PORT WASHINGTON WI 53074 2622685500 AVAILABLE THROUGH THE SCHOLARSHIP COMMITTEE AVAILABLE THROUGH THE SCHOLARSHIP COMMITTEE GRADUATING SENIORS FROM PORT WASHINGTON H. S., PLAINFIELD H. S. AND RIPON H.S. ARE THE ONLY PERSONS ELIGIBLE FOR SCHOLARSHIPS MIAMI UNIVERSITY 301 S CAMPUS AVENUE ROOM 121 Oxford OH 450563430 NONE EXEMPT SCHOLARSHIP 1100 UNIVERSITY OF WISCONSIN 333 EAST CAMPUS MALL MADISON WI 537151383 NONE EXEMPT SCHOLARSHIP 1100 2200 14 1953 18 854 2807 2807 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1150 1150 VANGUARD TOTAL INTERNATIONAL S VANGUARD EMERGING MARKET ETF VANGUARD TOTAL STOCK MARKET ET SPDR PORTFOLIO S&P 1500 COMPOS FEDERAL ESTIMATES - INCOME 9 0 0 FOREIGN TAXES ON QUALIFIED FOR 7 7 0 FOREIGN TAXES ON NONQUALIFIED 4 4 0