2026-02-10T14:01:25-06:00 2025-09-30 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2024-10-01 426419255 HENRY G & NORMA PETERSON CHARITABLE TR PETE 8882657962 PO BOX 0634 MILWAUKEE WI 532010634 U S BANK N A BY TRUSTEE 8882657962 2026-01-07 true true ALLISON J VALENTY P00963824 4123556000 2026-01-07 X 2024 2025-03-06 01:10:19Z X 3176926 X 75901 75899 51475 131511 51475 0 48 48 127424 127422 39400 35460 3940 0 0 0 0 0 0 1500 0 0 1500 0 0 1974 1252 0 0 0 0 0 0 0 42874 36712 0 5440 128471 128471 171345 36712 0 133911 -43921 90710 0 51400 43968 43968 0 0 0 1873298 1836804 3132958 1924698 1880772 3176926 0 X 1924698 1880772 1924698 1880772 1924698 1880772 1924698 -43921 0 1880777 5 1880772 95.288 AMERICAN BEACON STEPHENS MID CAP GR 2024-12-20 2025-08-20 4034 3712 322 322 43.538 AMERICAN BEACON STEPHENS MID CAP GR 2025-08-20 1843 1356 487 487 293.533 BAIRD AGGREGATE BOND FD INSTL 2014-02-21 2025-08-20 2900 3106 -206 -206 286.813 FIDELITY INTERNATIONAL INDEX FUND 2021-10-28 2025-08-20 16962 14653 2309 2309 552.283 FIDELITY EMERGING MARKETS INDEX FUND 2021-11-12 2025-08-20 6915 7113 -198 -198 14. ISHARES CORE TOTAL US BOND MARKETETF 2023-02-09 2025-08-20 1386 1393 -7 -7 38. ISHARES RUSSELL MIDCAP VALUE ETF 2022-09-12 2025-08-20 5172 4234 938 938 1. ISHARES RUSSELL 2000 INDEX FUND 2023-03-20 2025-08-20 225 173 52 52 16.821 VANGUARD MID CAP INDEX-ADM 2025-08-20 5968 5569 399 399 40.02 VANGUARD MID CAP INDEX-ADM 2021-11-12 2025-08-20 14200 12831 1369 1369 74.578 VANGUARD SMALL CAP INDEX FUND 2019-06-21 2025-08-20 8757 5569 3188 3188 100.557 VANGUARD 500 IDX ADML 2016-08-19 2025-08-20 59437 20327 39110 39110 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 CAPITAL GAIN DIVIDENDS P 3712 51475 1261 0 1261 0 1261 756 0 0 756 0 505 0 0 false false false false false false false true true IA true false false false false true US BANK NA 8882657962 60 LIVINGSTON AVE SAINT PAUL MN 55107 false false false false true false false false false false false false false false false false false false false false false false U S BANK N A PO BOX 0634 MILWAUKEE WI 532010634 CORP. TRUSTEE 2 0 US BANK N A PO BOX 0634 MILWAUKEE WI 53201 TRUSTEE 1 39400 NONE 0 NONE 0 2948331 46612 0 2994943 0 0 2994943 44924 2950019 147501 147501 1261 1261 146240 0 146240 0 146240 133911 0 0 0 0 133911 146240 128471 0 0 0 0 0 0 0 133911 128471 0 0 5440 0 0 0 0 0 0 0 0 140800 0 0 0 0 0 0 0 0 NONE NONE KENT A REIFF C/O US BANK NA 520 WALNUT ST DES MOINES IA 50309 5152456210 LETTER FORM NONE APPLICANTS MUST BE A CHARITABLE ORGANIZATION DESCRIBED UNDER IRC SECTION 170. UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 52244 NONE PC SCHOLARSHIP 42824 IOWA PUBLIC RADIO 2111 GRAND AVENUE SUITE 100 DES MOINES IA 50312 NONE PC GENERAL OPERATING 5000 DES MOINES METRO OPERA 106 WEST BOSTON AVENUE INDIANOLA IA 50125 NONE PC GENERAL OPERATING 5000 EDMUNDSON ART FOUNDATION 4700 GRAND AVE DES MOINES IA 50312 NONE PC GENERAL OPERATING 9900 ELLIPSIS PO BOX 39 JOHNSTON IA 50131 NONE PC GENERAL OPERATING 5000 ORCHARD PLACE FOUNDATION 2116 GRAND AVE DES MOINES IA 503125310 NONE PC GENERAL OPERATING 15000 YOUTH & SHELTER SERVICES 420 KELLOGG AVE PO BOX 162 AMES IA 50010 NONE PC GENERAL OPERATING 5000 DES MOINES SYMPHONY 1011 LOCUST ST 200 DES MOINES IA 50309 NONE PC GENERAL OPERATING 7500 FRIENDS OF DES MOINES PARKS 1551 E MLK JR PKWY DES MOINES IA 50317 NONE PC GENERAL OPERATING 7500 VARIETY CLUB OF IOWA INC 505 5TH AVENUE-SUITE 310 DES MOINES IA 50309 NONE PC GENERAL OPERATING 5847 SCIENCE CENTER OF IOWA 401 MARTIN LUTHER KING J DES MOINES IA 503094776 NONE PC GENERAL OPERATING 4900 DES MOINES PERFORMING ARTS 221 WALNUT ST DES MOINES IA 503092101 NONE PC GENERAL OPERATING 5000 SEEDS 1227 40TH STREET DES MOINES IA 50311 NONE PC GENERAL OPERATING 5000 BLANK CHILDREN'S HOSPITAL 1200 PLEASANT STREET DES MOINES IA 50309 NONE PC GENERAL OPERATING 5000 128471 14 75901 18 51475 OTHER INCOME 1 48 127424 127424 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 72369L107 PIONEER ILS INTERVAL 464288877 ISHARES MSCI EAFE VA AT COST 76870 114429 04314H568 ARTISAN HIGH INCOME AT COST 88733 91862 922908686 VANGUARD SMALL CAP I AT COST 74745 161612 46434G103 ISHARES CORE MSCI EM AT COST 89682 121293 464287457 ISHARES 1 3 YEAR TRE 922908645 VANGUARD MID-CAP IND AT COST 243913 369097 024524217 AMERICAN BEACON STEP AT COST 75800 108382 56064L298 MAINSTAY CBRE GLOBAL 922908710 VANGUARD 500 INDEX A AT COST 283851 1104336 46432F842 ISHARES CORE MSCI EA AT COST 35754 52124 808524847 SCHWAB US REIT ETF AT COST 107688 106534 057071854 BAIRD AGGREGATE BOND AT COST 53292 52018 315911727 FIDELITY INTERNATION AT COST 256993 306088 464287473 ISHARES RUSSELL MIDC AT COST 75263 95255 524686524 CLEARBRIDGE INTERNAT 316146331 FIDELITY EMERGING MA AT COST 123899 131680 464287200 ISHARES CORE S P 500 AT COST 35563 60237 464287226 ISHARES CORE U.S. AG AT COST 20031 20351 464287655 ISHARES RUSSELL 2000 AT COST 6242 8711 861728400 STONE RIDGE HY REINS AT COST 99446 104009 CASH CASH AT COST 3621 3621 52471E258 CLEARBRIDGE INTERNAT AT COST 85418 121319 PY RETURN OF CAPITAL ADJUSTMENT 3 ROUNDING 2 OTHER INCOME 48 48 FOREIGN TAXES 358 358 0 FEDERAL ESTIMATES - PRINCIPAL 722 0 0 FOREIGN TAXES ON NONQUALIFIED 894 894 0