2025-12-12T11:01:32-05:00 2025-07-31 521710084 HUBER MICHAELS & COMPANY 110 S CENTRE STREET Cumberland MD 21502 990PF 2024-08-01 556069479 EDWARD & SARAH MORAN SCHOLARSHIP TRUST MORA 3015332367 PO BOX 557 OAKLAND MD 215504557 CHRISTINE SISLER VP & TRUST INV 3015332367 2025-11-26 true false EDWARD G HUBER JR CPA P00167476 3017224455 2025-11-26 2024 2025-03-06 01:10:19Z X 846539 40956 1595 1595 35350 35350 -6510 204029 0 0 71391 36945 9025 0 0 0 0 0 0 0 0 522 0 0 0 0 0 0 0 9547 0 0 0 39600 39600 49147 0 0 39600 22244 36945 0 34204 2657 2657 0 0 4400 0 4400 4400 230072 173412 171348 50383 33530 65740 480564 603468 602394 0 795223 817467 846539 0 X 795223 817467 795223 817467 795223 817467 795223 22244 0 817467 0 817467 10000. EBAY INC 3.45% 8-1-24 CL 5-1-24 2018-01-10 2024-08-01 10000 10010 -10 -10 15000. CINTAS CORP 3.7% 4-1-27 CL 1-1-27 2020-04-03 2024-10-09 14790 15243 -453 -453 100.088 FEDERATED ULTRA SHORT BOND FUND 2014-06-27 2024-12-20 928 919 9 9 482.005 FEDERATED ULTRA SHORT BOND FUND 2018-09-25 2024-12-20 4468 4381 87 87 75. FIDELTIY TOTAL BOND ETF 2024-03-13 2024-12-20 3380 3413 -33 -33 545.423 JPMORGAN STRATEGIC INCOME OPPS CL I 2023-01-19 2024-12-20 6256 6212 44 44 621.229 KENSINGTON MANAGED INCOME FUND INSTL 2022-02-18 2024-12-20 6144 6510 -366 -366 985.221 KENSINGTON MANAGED INCOME FUND INSTL 2022-07-22 2024-12-20 9744 10000 -256 -256 505.528 PIMCO SHORT ASSET INVESTMENTFUND 2024-03-13 2024-12-20 5030 5020 10 10 200. PRUDENTIAL FINANCIAL PFD 5.95% 9-1-62 CL 9-1-27 2024-03-13 2024-12-20 5032 5156 -124 -124 200. REINSURANCE GRP AMER PFD 5.75% 6-15-56 2024-03-13 2024-12-20 4890 4992 -102 -102 320.253 VANGUARD SHORT TERM INFLATION PROT ADM 2022-05-16 2024-12-20 7843 8138 -295 -295 100. VANGUARD BOND INDEX FUND INCTOTAL BD MARKET 2022-05-16 2025-01-07 7143 7617 -474 -474 60. VANGUARD BOND INDEX FUND INCTOTAL BD MARKET 2018-05-04 2025-01-07 4286 4737 -451 -451 60. VANGUARD BOND INDEX FUND INCTOTAL BD MARKET 2018-05-03 2025-01-07 4286 4741 -455 -455 100. CSX CORP COM 2024-05-17 2025-01-14 3204 3371 -167 -167 538.718 INVESCO OPPENHEIMER ROCH HIGH YIELD MUNI 2020-11-30 2025-04-11 3453 4234 -781 -781 85.307 INVESCO OPPENHEIMER ROCH HIGH YIELD MUNI 2024-03-13 2025-04-11 547 589 -42 -42 50. ALLSTATE CORP PFD 5.1% 1/15/53 CL 1/15/23 2024-12-20 2025-04-11 1273 1323 -50 -50 100. FLEXSHARES TR HIG YLD VL ETF 2024-03-13 2025-04-11 3890 4118 -228 -228 195. INVESCO SR LOAN ETF 2024-03-13 2025-04-11 3980 4160 -180 -180 167.224 FIRST TRUST MULTI STRATEGY CLASS 1 2024-03-13 2025-04-11 4000 4092 -92 -92 150. ISHARES FLOATING RATE BOND 2022-02-18 2025-04-11 7537 7624 -87 -87 50. PRUDENTIAL FINANCIAL PFD 5.95% 9-1-62 CL 9-1-27 2024-03-13 2025-04-11 1188 1289 -101 -101 415.369 PGIM SECURITIZED CREDIT FUND 2024-12-20 2025-04-11 4000 4050 -50 -50 250. REINSURANCE GRP AMER PFD 5.75% 6-15-56 2024-03-13 2025-04-11 6131 6240 -109 -109 619.725 VANGUARD EMERGING MARKETS BOND ADMIRAL 2024-12-20 2025-04-11 13950 14520 -570 -570 100. VANGUARD SCOTTSDALE FDS INT-TERM CORP 2024-03-13 2025-04-11 7934 8044 -110 -110 800. CSX CORP COM 2025-06-24 2025-06-27 26009 25956 53 53 400. CSX CORP COM 2024-05-17 2025-06-27 13004 13482 -478 -478 506.526 PIMCO SHORT ASSET INVESTMENTFUND 2024-03-13 2025-06-27 5045 5030 15 15 477.38 TROWE PRICE MD TAX FREE BOND 2003-06-18 2025-06-27 4664 5328 -664 -664 -6510 514 0 514 0 514 360 0 0 360 0 154 0 0 false false false false false false false true true WV MD true false true false false true FIRST UNITED BANK & TRUST TRUST DEPT 3013349471 PO BOX 557 OAKLAND MD 215504557 false false false false false false false false false false false false false false false false false false false false false FIRST UNITED BANK TRUST - TRUST 120 S SECOND ST OAKLAND MD 21550 TRUSTEE 5 9025 NONE 0 NONE 0 839399 0 0 839399 0 0 839399 12591 826808 41340 41340 514 514 40826 0 40826 0 40826 39600 0 0 0 0 39600 40826 0 0 4519 6646 4606 532 301 16604 39600 0 0 0 39600 0 1226 1226 15378 0 0 0 0 0 0 3293 12085 6646 4606 532 301 MORAN SCHOLARSHIP FUND PRINCIPAL MT RIDGE HS 100 DR NANCY FROSTBURG MD 21532 3016893377 crystal.judd@acpsmd.org NO SPECIFIC FORM PRIOR TO HIGH SCHOOL GRADUATION MUST BE A GRADUATE OF MT. RIDGE HIGH SCHOOL SAYLOR MILLER 16104 HARWOOD DRIVE FROSTBURG MD 21532 NONE I SCHOLARSHIP TO UNIVERSITY 4400 CARLIE CRAWFORD 41 DOUGLAS AVENUE LONACONING MD 21539 NONE SCHOLARSHIP TO ST MARY'S 4400 KAMDEN MORGAN 306 BAUGHMAN STREET WESTERNPORT MD 21562 NONE SCHOLARSHIP TO FROSTBURG 4400 EMMA DURST 11612 FURNACE HILL ROAD FROSTBURG MD 21532 NONE SCHOLARSHIP TO FROSTBURG 4400 MIA SMITH 16313 HARWOOD DRIVE FROSTBURG MD 21532 NONE SCHOLARSHIP TO WEST 4400 SEAN STRAWDERMAN PO BOX194 ELLERSLIE MD 21529 NONE SCHOLARSHIP TO ALLEGANY 4400 BRYLEE GRAY 19600 MCVEIGHS ALLEY SW FROSTBURG MD 21532 NONE SCHOLARSHIP TO ALLEGANY 4400 AIDEN PIROLOZZI 7 PRESTON PLACE FROSTBURG MD 21532 NONE SCHOLARSHIP TO SAINT 4400 LINDSEY STAFFORD 307 BAUGHMAN ST WESTERNPORT MD 21562 NONE SCHOLARSHIP TO UNIVERSITY 4400 39600 14 1595 14 35350 18 -6510 30435 30435 false false false false false false false false false false X X 1 DONALD MORAN 22804 HORSEROCK ROAD WESTERNPORT MD 21562 25956 X X 1 800 SHARES OF CSX COMMON STOCK 25956 2025-06-25 DONALD MORAN 22804 HORSEROCK ROAD WESTERNPORT MD 21562 FEDERAL TAXES PAID 522 0 0