2026-03-10T07:04:47-05:00 2025-05-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 301 E ELM STREET NEW ALBANY IN 47150 990PF 2024-06-01 237058162 RAELAMAR WEAVER & MARGARET WEAVER WESTLEY SCHOLARSHIP FUND RAEL 5026148514 3222 WREN ROAD LOUISVILLE KY 40213 RAYMOND WEAVER TRUSTEE 5026377880 2025-12-01 1 0 SARAH L HUNTER P01223711 8129455236 2025-11-29 2024 2025-03-06 01:10:19Z X 197968 X X 4710 4710 6667 16466 6667 11377 11377 0 0 0 2399 2399 0 2399 2399 0 0 0 2399 2399 0 8978 8978 3631 3779 3779 168911 177741 194189 172542 181520 197968 0 0 X 172542 181520 172542 181520 172542 181520 172542 8978 0 181520 0 181520 PUBLICLY TRADED SECURITIES P 612 594 18 18 PUBLICLY TRADED SECURITIES P 1542 1466 76 76 PUBLICLY TRADED SECURITIES P 7969 7739 230 230 CAPITAL GAINS DIVIDENDS P 6343 6343 6343 6667 125 0 125 0 125 0 0 0 0 0 0 125 0 0 0 0 0 0 0 0 0 0 1 1 KY TN 1 0 0 0 0 1 N/A RAY WEAVER 5026148514 3222 WREN ROAD LOUISVILLE KY 40213 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RAYMOND WEAVER 3222 WREN ROAD LOUISVILLE KY 40213 TRUSTEE 0.50 0 0 0 MEG WESTLEY 71 MOWAT ST STRATFORD N5A 2B8 CA DIRECTOR 0.50 0 0 0 FRANCES WESTLEY 3542 HURNON ROAD NEW HAMBURG ONTARIO CA N3A 3C9 DIRECTOR 0.50 0 0 0 NEIL WESTLEY BOX 25 ABU DHABI AE DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 191352 3152 0 194504 0 0 194504 2918 191586 9579 9579 125 125 9454 0 9454 0 9454 0 0 0 9454 0 0 5306 5306 0 0 0 0 0 0 5306 5306 0 0 0 0 0 4148 0 0 0 X 0 0 14 4710 18 6667 0 11377 0 11377 0 0 0 0 0 0 0 0 0 0 AVANTIS US LARGE CAP, 124 SHS AT COST 7583 8144 BAIRD AGGREGATE BOND FUND, 1762.753 SHS AT COST 19142 17152 BAIRD INTER BOND FUND, 2742.179 SHS AT COST 30097 28546 BLACKROCK HIGH YEILD BOND INSTITUTIONAL, 274.644 SHS AT COST 1907 1950 EDGEWOOD GROWTH FUND, 649.373 SHS AT COST 26921 29157 FEDERATED HERMES STR VAL DIV, 6097.028 SHS AT COST 33047 37253 FIDELITY ADVISOR SMALL CAP GRWTH, 135.343 SHS AT COST 4085 4258 INVESCO EXCH TRADED FUND, 108.713 SHS AT COST 5671 6733 INVESCO QQQ TR, 21.996 SHS AT COST 6320 11418 ISHARES TR 7-10 YR TRSY BD, 104.337 SHS AT COST 10316 9867 ISHARES TR MBS ETF, 41.94 SHS AT COST 3773 3886 ISHARES TR MSCI USA QLT, 56.537 SHS AT COST 7122 10010 JPMORGAN SMALL CAP VALUE, 162.344 SHS AT COST 4346 4109 JPMORGAN US EQUITY FUND CLASS I, 259.474 SHS AT COST 4994 6399 MFS MID CAP GROWTH FUND, 227.033 SHS AT COST 5377 7226 T ROWE PRICE DIVIDEND GROWTH, 62.045 SHS AT COST 4066 4982 VANGUARD SCOTTSDALE FUNDS VANGUARD, 37.925 SHS AT COST 2974 3099 INVESTMENT FEES 2399 2399 0