2026-05-27T15:01:12-04:00 2026-03-31 346565596 ERNST & YOUNG US LLP 155 N WACKER Chicago IL 606061787 990PF 2025-04-01 816063733 RUDY SUDEN SCHOLARSHIP TRUST FUND SUDE 8887914075 PO BOX 30918 BILLINGS MT 59116 DEBRA UECKER VP 8887914075 2026-05-27 true SANDRA MURPHY P01252209 3128792000 2026-05-27 2025 2025-03-06 01:10:19Z X 2187215 X 70076 69982 47242 323291 47242 0 13 117331 117224 25429 19072 6357 0 0 0 0 0 0 1373 0 0 1373 0 0 4586 982 0 0 0 0 0 0 0 31388 20054 0 7730 93996 93996 125384 20054 0 101726 -8053 97170 0 71722 48178 48178 0 0 0 1740536 1756549 2139037 1812258 1804727 2187215 0 X 1812258 1804727 1812258 1804727 1812258 1804727 1812258 -8053 522 1804727 0 1804727 521.913 GMO RESOURCES FUND-I 2024-11-08 2025-04-07 7672 10386 -2714 -2714 1034.531 GMO RESOURCES FUND-I 2023-04-05 2025-04-07 15208 25129 -9921 -9921 153. VANGUARD INT-TERM CORPORATE 2020-06-04 2025-04-07 12399 14360 -1961 -1961 100. VANGUARD INT-TERM CORPORATE 2020-06-04 2025-04-15 8049 9385 -1336 -1336 25. ISHARES CORE S&P 500 ETF 2025-04-07 2025-06-02 14803 12554 2249 2249 932. ISHA CURR HEDGED MSCI EAFE 2023-02-28 2025-06-11 35467 27489 7978 7978 11. JPMORGAN CHASE & CO 2012-12-10 2025-06-26 3173 467 2706 2706 26. LOWE'S COS INC 2016-10-19 2025-07-18 5668 1858 3810 3810 80. MASCO CORP 2021-03-24 2025-07-18 5253 4601 652 652 28. PEPSICO INC 2012-12-10 2025-08-26 4107 1970 2137 2137 .75 SOLSTICE ADV MATERIALS INC 2020-07-07 2025-11-06 35 26 9 9 73. BRISTOL-MYERS SQUIBB CO 2013-02-05 2025-11-10 3436 2877 559 559 2625. ISHARES IBONDS DEC 2032 TC 2023-11-28 2025-11-12 66992 63375 3617 3617 848.604 VANGUARD S/T INFL PROT-ADM 2024-11-08 2025-11-12 21308 20799 509 509 4. SOLSTICE ADV MATERIALS INC 2024-11-29 2025-11-26 184 218 -34 -34 4. SOLSTICE ADV MATERIALS INC 2020-07-07 2025-11-26 184 136 48 48 1397. ISHA CURR HEDGED MSCI EAFE 2024-03-20 2026-02-03 60338 48071 12267 12267 572. GLOBAL X US INFRASTRUCTURE 2024-02-28 2026-02-13 31240 21552 9688 9688 31. ISHARES SEMICONDUCTOR ETF 2024-11-08 2026-02-20 11103 7168 3935 3935 31. WALMART INC 2016-01-25 2026-03-05 3789 706 3083 3083 127. SS ENERGY SELECT SECTOR 2020-05-13 2026-03-24 7787 2325 5462 5462 11. UNITEDHEALTH GROUP INC 2012-12-10 2026-03-24 2998 597 2401 2401 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 CAPITAL GAIN DIVIDENDS P 2098 47242 1351 0 1351 0 1351 2276 0 0 2276 0 925 925 0 false false false false false false false true true MT true false false false false true N/A FIRST INTERSTATE BANK 8887914075 PO BOX 30918 BILLINGS MT 59116 false false false false true false false false false false false false false false false false false false false false false false FIRST INTERSTATE BANK PO BOX 5010 GREAT FALLS MT 59403 TRUSTEE 5 25429 SCHOLARSHIP SELECTION COMMITTEE STANFORD SCHOOL DIST 12 PO BOX 506 STANFORD MT 59479 COMMITTEE 0 0 SCHOLARSHIP SELECTION COMMITTEE DENTON PUBLIC SCHOOLS 1200 LEHMAN DENTON MT 59430 COMMITTEE 0 0 NONE 0 NONE 0 2095632 56067 0 2151699 0 0 2151699 32275 2119424 105971 105971 1351 1351 104620 0 104620 0 104620 101726 0 0 0 0 101726 104620 0 0 6718 0 22733 6167 1802 37420 101726 0 0 0 101726 0 2894 2894 34526 0 0 0 0 0 0 3824 30702 0 22733 6167 1802 SEE ATTACHED STATEMENT SEE ATTACHED SEE ATTACHED MT 59101 4064546285 N/A SEE APPLICATION FORM ATTACHED APRIL 1ST EACH YEAR FOR THE FOLLOWING YEAR SEE SCHOLARSHIP STANDARDS ATTACHED City College at MSU Billings FBO R Vonbergen 1500 UNIVERSITY DRIVE Billings MT 59101 NONE I SCHOLARSHIP 3538 MSU - Billings FBO Q COPPEDGE 1500 UNIVERSITY DRIVE BILLINGS MN 59101 NONE I SCHOLARSHIP 8180 MSU Bozeman FBO VARIOUS INDIVIDUAL PO BOX 174160 BOZEMAN MT 59701 NONE I SCHOLARSHIP 43490 University of Montana - Western FBO A Becker 710 S ATLANTIC ST Dillion MT 59725 NONE I SCHOLARSHIP 4066 University of Montana FBO N Squires LOMMASSON CENTER 218 Missoula MT 59812 NONE I SCHOLARSHIP 10280 Great Falls - MSU FBO K REED 2100 16TH AVE SOUTH Great Falls MT 59405 NONE I SCHOLARSHIP 6174 NEW MEXICO STATE UNIVERSITY FBO S BERG PO BOX 30001 MSC 4570 LAS CRUCES NM 880034570 NONE I SCHOLARSHIP 5388 FLATHEAD VALLEY COMMUNITY COLLEGE FBO L MITCHELL 777 GRANDVIEW DRIVE KALISPELL MT 59901 NONE I SCHOLARSHIP 5388 FRONTIER SCHOOL OF THE BIBLE FBO W ANTONICH PO BOX 217 LA GRANGE WY 82221 NONE I SCHOLARSHIP 3954 UNIVERSITY OF PHOENIX FBO D TAYLOR PO BOX 52125 PHOENIX AZ 85082 NONE I SCHOLARSHIP 3538 93996 14 70076 18 47242 FEDERAL REFUND 1 13 117331 117331 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1373 1373 FEDERAL REFUND 13 0 ROUNDING 1 MUTUAL FUND TIMING OF INCOME 521 FEDERAL TAX PAYMENT - PRIOR YE 1328 0 0 FEDERAL ESTIMATES - PRINCIPAL 2276 0 0 FOREIGN TAXES ON QUALIFIED FOR 686 686 0 FOREIGN TAXES ON NONQUALIFIED 296 296 0