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 356890177 LESTER STEVENSON CHARITABLE TRUST XXXXXX2468 LEST 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 3401336 X 95910 95910 73866 808217 73866 0 169776 169776 41124 41124 0 0 0 0 0 0 2000 0 0 2000 0 0 4018 4018 0 0 0 0 0 0 0 25 25 47167 45142 0 2025 158833 158833 206000 45142 0 160858 -36224 124634 0 130233 42546 42546 0 0 0 0 2470225 2520718 3358790 2600458 2563264 3401336 0 X 2600458 2563264 2600458 2563264 2600458 2563264 2600458 -36224 0 2564234 970 2563264 2403. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 115062 116296 -1234 -1234 784.311 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 53349 55788 -2439 -2439 539.476 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 4920 4877 43 43 199. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 9594 9613 -19 -19 1594.734 PIMCO INCOME FUND I 2021-09-21 2025-04-17 16840 19240 -2400 -2400 189.693 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 3468 3595 -127 -127 432.255 VANGUARD LARGE CAP INDEX ADM 2024-10-15 2025-04-17 52869 58095 -5226 -5226 251.917 VANGUARD LARGE CAP INDEX ADM 2014-04-29 2025-04-17 30812 10977 19835 19835 267.86 VANGUARD MID CAP INDEX ADMIRAL 2024-10-17 2025-04-17 81491 89334 -7843 -7843 1781.502 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 44965 52073 -7108 -7108 433. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 18108 17621 487 487 728.121 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-29 8504 7106 1398 1398 346.519 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-29 20878 18993 1885 1885 691.931 OAKMARK INTERNATIONAL R6 2024-01-26 2025-05-29 20364 18520 1844 1844 155.974 VANGUARD LARGE CAP INDEX ADM 2014-04-29 2025-05-29 21429 6790 14639 14639 363. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-29 17836 14773 3063 3063 8146.269 FIDELITY U.S. BOND INDEX FUND 2022-03-28 2025-08-29 85291 90668 -5377 -5377 8949.571 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 130037 106596 23441 23441 3046.459 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 32353 33396 -1043 -1043 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 CAPITAL GAIN DIVIDENDS P 40047 73866 1732 0 1732 0 1732 1644 0 0 1644 0 88 0 0 false false false false false false false true true MN true false false false false true NONE 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 W THOMAS WHEELER 3800 American Blvd West Suite 1500 Bloomington MN 55431 CO-TRUSTEE 1 12730 Trust Point Inc 230 Front Street North La Crosse WI 54601 Trustee 1 28394 NONE 0 NONE 0 3218296 0 0 3218296 0 0 3218296 48274 3170022 158501 158501 1732 1732 156769 0 156769 0 156769 160858 0 0 0 0 160858 156769 0 0 15975 1247 35182 4028 3244 59676 160858 0 0 0 156769 4089 0 0 63765 0 0 0 0 0 0 15975 47790 1247 35182 4028 3244 4089 X PARKINSON'S FOUNDATION 200 SE 1ST ST MIAMI FL 33131 NONE PC CHARITABLE 19854 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE STE 1700 CHICAGO IL 60601 NONE PC CHARITABLE 19854 GILLETTE CHILDREN'S HOSPITAL FOUNDATION MAIL CODE - 010601 ST PAUL MN 55101 NONE PC CHARITABLE 74871 FAIRVIEW FOUNDATION 45 W 10TH STREET ST PAUL MN 55102 NONE PC MEDICAL 44254 158833 14 95910 18 73866 169776 169776 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2000 2000 ACCRUED INCOME/LOSS ADJUSTMENT 970 OTHER NON-ALLOCABLE EXPENSE - 25 0 25 FEDERAL TAX PAYMENT - PRIOR YE 183 183 0 FEDERAL ESTIMATES - PRINCIPAL 1644 1644 0 FOREIGN TAXES ON QUALIFIED FOR 2095 2095 0 FOREIGN TAXES ON NONQUALIFIED 96 96 0