2026-04-20T17:01:06-05:00 2025-12-31 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2025-01-01 396537604 ROTTMAN SAMUEL & ANNE CHARITABLE TR ROTT 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 TRUST POINT INC TRUSTEE 6087821148 2026-04-20 true TRUST POINT INC 6087821148 2026-04-20 2025 2025-03-06 01:10:19Z X 1248934 X 42295 42295 17851 316832 17851 0 60146 60146 12385 12385 0 0 0 0 0 0 2000 0 0 2000 0 0 1409 1409 0 0 0 0 0 0 0 15794 13794 0 2000 39327 39327 55121 13794 0 41327 5025 46352 0 18205 29436 29436 0 0 0 0 1010335 1003570 1219498 1028540 1033006 1248934 0 X 1028540 1033006 1028540 1033006 1028540 1033006 1028540 5025 0 1033565 559 1033006 1287. ISHARES CORE 1-5 YEAR BOND ETF 2022-08-05 2025-02-18 61625 61842 -217 -217 4219.249 VANGUARD SHORT TERM TREASURY ADM 2023-02-02 2025-02-19 41391 42277 -886 -886 220.01 CONESTOGA SMALL CAP INST 2024-01-25 2025-06-10 16406 15649 757 757 243.793 VANGUARD LARGE CAP INDEX ADM 2024-10-15 2025-06-10 34253 32766 1487 1487 101.319 VANGUARD MID CAP INDEX ADMIRAL 2024-10-17 2025-06-10 34396 33791 605 605 513.795 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-06-10 14284 15018 -734 -734 201. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-06-10 10151 8180 1971 1971 67.419 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-06-27 829 658 171 171 272.089 FIDELITY U.S. BOND INDEX FUND 2017-06-15 2025-06-27 2832 3172 -340 -340 169.192 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-06-27 1565 1530 35 35 26. ISHARES CORE 1-5 YEAR BOND ETF 2022-08-05 2025-06-27 1264 1238 26 26 322.728 PIMCO INCOME FUND I 2017-06-15 2025-06-27 3469 3866 -397 -397 8.218 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-06-27 1181 336 845 845 23. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-06-27 1197 936 261 261 3388.925 FIDELITY U.S. BOND INDEX FUND 2019-05-01 2025-08-28 35550 38761 -3211 -3211 2543.844 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 36962 29702 7260 7260 1108.009 FIDELITY U.S. BOND INDEX FUND 2018-08-07 2025-09-15 11767 12431 -664 -664 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 CAPITAL GAIN DIVIDENDS P 10542 17851 644 0 644 0 644 684 0 0 684 0 40 40 0 false false false false false false false true true WI true false false false false true Trust Point Inc 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 false false false false false false false false false false false false false false false false false false false false false Trust Point Inc 230 Front Street North La Crosse WI 54601 Trustee 1 12385 NONE 0 NONE 0 NONE NONE 1205455 0 0 1205455 0 0 1205455 18082 1187373 59369 59369 644 644 58725 0 58725 0 58725 41327 0 0 0 0 41327 58725 13287 0 0 0 0 0 0 0 41327 13287 0 0 28040 0 0 0 0 0 0 0 0 30685 0 0 0 0 0 0 0 0 X TECHNION-MILWAUKEE CHAPTER OF AMERICAN SOCIETY FOR TECHNION ATTN MARK L HEFTER ESG NEW YORK NY 10022 NONE PC PER TRUST PROVISIONS 803 WEIZMANN INS OF SCIENCE PLANNED GIVING DEPT NEW YORK NY 10017 NONE PC PER TRUST PROVISIONS 803 HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 40 WALL STREET NEW YORK NY 10005 NONE PC PER TRUST PROVISIONS 803 JEWISH NATIONAL FUND 60 REVERE DR STE 840 NORTHBROOK IL 600621580 NONE PC PER TRUST PROVISIONS 803 ORT AMERICA 75 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 NONE PC PER TRUST PROVISIONS 803 JEWISH FAMILY SERVICES INC 1300 NORTH JACKSON ST MILWAUKEE WI 53202 NONE PC PER TRUST PROVISIONS 4013 MILWAUKEE JEWISH FEDERATION 1360 N PROSPECT AVENUE MILWAUKEE WI 53202 NONE PC PER TRUST PROVISIONS 18458 JEWISH HOME AND CARE CENTER F/K/A MILWAUKEE JEWISH MILWAUKEE WI 53202 NONE PC PER TRUST PROVISIONS 8025 BETH ISRAEL NER TAMID 6880 N GREEN BAY AVE GLENDALE WI 53209 NONE PC PER TRUST PROVISIONS 4013 HILLEL ACADEMY 6401 NORTH SANTA MONICA BLVD MILWAUKEE WI 53217 NONE PC PER TRUST PROVISIONS 803 39327 14 42295 18 17851 60146 60146 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2000 2000 ACCRUED INCOME/LOSS ADJUSTMENT 559 FEDERAL TAX PAYMENT - PRIOR YE 162 162 0 FEDERAL ESTIMATES - PRINCIPAL 684 684 0 FOREIGN TAXES ON QUALIFIED FOR 538 538 0 FOREIGN TAXES ON NONQUALIFIED 25 25 0