2025-04-18T10:01:30-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2024-01-01 237813648 W MARSHALL & MARGARET HUGHES HUGH 8443823122 PO BOX 919798 ORLANDO FL 328919798 TRUIST BANK DIRECTOR 8443823122 2025-03-03 true true RICHARD RALEIGH P00382844 4014573839 2025-03-03 2024 2025-03-06 01:10:19Z X 698916 X 18863 18861 31498 274357 31498 0 50361 50359 6958 3479 3479 0 0 0 0 0 0 0 0 329 137 0 0 0 0 0 0 0 7287 3616 0 3479 21732 21732 29019 3616 0 25211 21342 46743 0 1989 1989 24927 19810 19810 0 0 0 143926 89801 89662 439185 517957 587455 608038 629557 698916 0 X 608038 629557 608038 629557 608038 629557 608038 21342 402 629782 225 629557 170.769 CONESTOGA SMALL CAP-INST 2023-02-22 2024-03-20 12640 11259 1381 1381 22.063 DFA INTERNATIONAL CORE EQTY 2021-06-04 2024-03-20 353 370 -17 -17 13.636 EATON VANCE-ATLANTA SMID-R6 2023-12-19 2024-03-20 564 521 43 43 34.301 GLDMN SCHS GQP PRT INTL-R6 2022-12-13 2024-03-20 768 604 164 164 1. ISHARES CORE MSCI EAFE ETF 2023-02-22 2024-03-20 74 66 8 8 174.078 LOOMIS SAYLES GROWTH-N2 2023-12-19 2024-03-20 4580 4291 289 289 56. VANGUARD MEGA CAP ETF 2023-12-19 2024-03-20 10408 9484 924 924 299.754 DFA INTERNATIONAL CORE EQTY 2021-06-04 2024-05-14 4880 4995 -115 -115 5.187 DFA US SMALL CAP PORTFOLIO 2024-03-20 2024-05-14 240 236 4 4 3355.388 DOUBLELINE TTL RTRN BND-R6 2020-09-01 2024-05-14 28957 33638 -4681 -4681 17.416 HARTFORD DVDND & GRWTH-F 2023-12-19 2024-05-14 616 566 50 50 293. ISHARES CORE MSCI EAFE ETF 2023-02-22 2024-05-14 22004 19252 2752 2752 32.042 JPMORGAN US EQUITY FUND INSTL CL 2024-03-20 2024-05-14 761 757 4 4 607.025 PGIM SHRT TRM CORP BND-Q 2023-10-02 2024-05-14 6343 6161 182 182 474.506 PGIM SHRT TRM CORP BND-Q 2023-12-19 2024-05-14 4959 4965 -6 -6 100.666 DOUBLELINE TTL RTRN BND-R6 2022-12-13 2024-08-05 907 905 2 2 36. ISHARES CORE TOTAL US BOND MKT ETF 2023-12-19 2024-08-05 3607 3551 56 56 211. ISHARES CORE TOTAL US BOND MKT ETF 2024-03-20 2024-08-05 21139 20419 720 720 240. ISHARES CORE TOTAL US BOND MKT ETF 2023-02-22 2024-08-05 24044 23502 542 542 67. ISHARES 20 PLUS YEAR TREASURY BD ETF 2023-10-02 2024-08-05 6616 5846 770 770 29. ISHARES 20 PLUS YEAR TREASURY BD ETF 2024-03-20 2024-08-05 2863 2686 177 177 107. ISHARES 20 PLUS YEAR TREASURY BD ETF 2022-12-13 2024-08-05 10565 11593 -1028 -1028 16.204 JPMORGAN US EQUITY FUND INSTL CL 2024-03-20 2024-08-05 379 383 -4 -4 1100.463 PGIM SHRT TRM CORP BND-Q 2023-10-02 2024-08-05 11742 11170 572 572 6. VANGUARD MEGA CAP ETF 2023-12-19 2024-08-05 1118 1016 102 102 50. VANGUARD MEGA CAP ETF 2023-06-21 2024-08-05 9316 7743 1573 1573 28. VANGUARD MEGA CAP ETF 2023-10-02 2024-08-05 5189 4239 950 950 102. VANGUARD MEGA CAP ETF 2023-05-19 2024-08-05 18903 15150 3753 3753 .951 VANGUARD INST INDEX-INST 2024-03-20 2024-08-05 406 411 -5 -5 120.092 DFA INTERNATIONAL CORE EQTY 2024-08-05 2024-12-12 1902 1829 73 73 396.512 DFA INTERNATIONAL CORE EQTY 2021-07-19 2024-12-12 6281 5858 423 423 1.895 DFA US SMALL CAP PORTFOLIO 2024-03-20 2024-12-12 98 86 12 12 3.716 DFA US SMALL CAP PORTFOLIO 2024-08-05 2024-12-12 193 166 27 27 13.463 DFA US SMALL CAP PORTFOLIO 2022-12-13 2024-12-12 698 537 161 161 3.962 EATON VANCE-ATLANTA SMID-R6 2023-12-19 2024-12-12 176 161 15 15 88.251 HARTFORD DVDND & GRWTH-F 2023-12-19 2024-12-12 3008 2866 142 142 12.664 HARTFORD DVDND & GRWTH-F 2024-08-05 2024-12-12 432 435 -3 -3 525.634 HARTFORD DVDND & GRWTH-F 2020-06-26 2024-12-12 17919 12286 5633 5633 7. INVESCO S&P 500 EQUAL WEIGHT ETF 2024-08-05 2024-12-12 1282 1143 139 139 123.688 LOOMIS SAYLES GROWTH-N2 2023-12-19 2024-12-12 4032 3068 964 964 4.386 LOOMIS SAYLES GROWTH-N2 2024-08-05 2024-12-12 143 110 33 33 14.503 LOOMIS SAYLES GROWTH-N2 2022-03-15 2024-12-12 473 325 148 148 15.569 T ROWE PRICE INTEGRATED U.S. 2024-03-20 2024-12-12 775 693 82 82 1.69 VANGUARD INST INDEX-INST 2024-03-20 2024-12-12 844 731 113 113 19.352 VANGUARD INST INDEX-INST 2023-05-19 2024-12-12 9660 6786 2874 2874 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 CAPITAL GAIN DIVIDENDS P 11500 31498 650 0 650 0 650 160 0 0 160 0 490 0 0 false false false false false false false true true PA true false false false false true N/A TRUIST BANK 6103712091 PO BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false true false false false false false false false TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE 2 6958 NONE 0 NONE 0 672228 16840 0 689068 0 0 689068 10336 678732 33937 33937 650 650 33287 0 33287 0 33287 25211 0 0 0 0 25211 33287 1957 0 0 0 0 0 0 0 25211 1957 0 0 23254 0 0 0 0 0 0 0 0 10033 0 0 0 0 0 0 0 0 HUGHES SCHOLARSHIP FOUNDATIONS 1340 Broadcasting Road Suite 100 WYOMISSING PA 19610 8008265534 Written application along with High School or College transcripts transcripts, verification of school enrollment and certification of acceptance to Institution for Award request June 19 Award is for Tuition only AMANDA SMITH C/O GETTYSBURG COLLEGE 300 N WASHINGTON STREET GETTYSBURG PA 173251400 NONE I SCHOLARSHIP 16100 SALLY FETTERMAN C/O GETTYSBURY COLLEGE 200 NORTH WASHINGTON CAMPUS BOX 437 GETTYSBURG PA 17325 NONE I SCHOLARSHIP 5632 21732 14 18863 18 31498 50361 50361 false false false false false false false false false false 258620566 DOUBLELINE TOTAL RET 24027 24356 464287432 ISHARES 20+ YEAR TRE 464287226 ISHARES CORE US AGGR 40299 41279 74441R607 PGIM SHORT-TERM CORP 464288653 ISHARES 10-20 YEAR T 12938 11845 74440B884 PGIM TOTAL RETURN BO 12537 12182 207019704 CONESTOGA SMALL CAP 233203843 DFA US SMALL CAP POR AT COST 10662 13079 277902235 EATON VANCE ATLANTA AT COST 17447 21970 46137V357 INVESCO S&P 500 EQUA AT COST 33320 35747 233203371 DFA INTERNATIONAL CO AT COST 24766 26882 256210105 DODGE & COX INCOME F AT COST 146190 139760 41664T669 HARTFORD DIVIDEND & 922040100 VANGUARD INSTL INDEX AT COST 90190 128963 38147N269 GOLDMAN SACHS GQG PA AT COST 35579 33368 543488845 LOOMIS SAYLES GROWTH AT COST 15495 21018 04314H857 ARTISAN INTERNATIONA AT COST 24623 26902 46432F842 ISHARES CORE MSCI EA 4812A1142 JPMORGAN US EQUITY F 921910873 VANGUARD MEGA CAP ET 48121L817 JPMORGAN US EQUITY F AT COST 71770 93224 74256W584 PRINCIPAL MIDCAP FD AT COST 23314 22115 742935489 OSTERWEIS STRATEGIC AT COST 12241 12342 87283A102 T. ROWE PRICE QM US AT COST 12360 12085 2024 TRANSACTIONS POSTED IN 2025 225 2023 TRANSACTIONS POSTED IN 2024 399 ROUNDING 3 FEDERAL TAX PAYMENT - PRIOR YE 32 0 0 FEDERAL ESTIMATES - PRINCIPAL 160 0 0 FOREIGN TAXES ON QUALIFIED FOR 127 127 0 FOREIGN TAXES ON NONQUALIFIED 10 10 0