2026-08-24T14:51:48-06:00 2025-12-31 462658724 Gene H Snapp Jr 3440 Jersey Ridge Road No 20 Davenport IA 52807 990PF 2025-01-01 812237391 DAN J FLYNN FOUNDATION OLD NATIONAL WEALTH % MICHAEL PITTS DANJ 8008300362 PO Box 207 Evansville IN 477020207 MICHAEL PITTS TAX & IRA VP 8008300362 2026-05-15 true GENE H SNAPP JR P00963114 5634451710 2026-05-15 X 2025 2025-03-06 01:10:19Z X 1363228 X X 35419 35419 36231 271251 36231 394 71650 71650 394 2115 2115 8214 8214 1906 1906 12235 12235 0 60000 60000 72235 12235 60000 -585 59415 394 17448 32169 32169 616055 624233 654034 479280 455796 677025 1112783 1112198 1363228 0 0 X 1112783 1112198 1112783 1112198 1112783 1112198 1112783 -585 1112198 1112198 4616470 CAUSEWAY INTERNATIONAL P 2024-06-13 2025-04-21 9122 9478 -356 -356 54049 SHS CAUSEWAY INTERNATIONAL P 2024-06-13 2025-06-25 1194 1110 84 84 31982 SHS CAUSEWAY INTERNATIONAL P 2024-06-13 2025-10-08 780 657 123 123 4307 SHS CAUSEWAY INTERNATIONAL P 2024-06-13 2025-12-03 1062 884 178 178 99355 SHS DFA INTERNATIONAL P 2025-04-21 2025-06-25 1817 1641 176 176 38449 SHS DFA INTERNATIONAL P 2025-04-21 2025-10-08 754 635 119 119 121539 SHS DFA INTERNATIONL P 2025-04-21 2025-12-03 2431 2008 423 423 991 SHS DRIEHAUS EMERGING P 2024-01-25 2025-04-21 353 344 9 9 30502 SHS DRIEHAUS EMERGING P 2024-06-13 2025-06-25 1259 1168 91 91 52373 SHS DRIEHAUS EMERGING P 2024-09-16 2025-10-08 2489 1992 497 497 22612 SHS DRIEHAUS EMERGING P 2024-11-04 2025-12-03 1071 784 287 287 3 SHS FRANKLIN TEMPLETON P 2025-04-21 2025-06-25 118 114 4 4 8 SHS FRANKLIN TEMPLETON P 2025-04-21 2025-12-03 306 303 3 3 21741 SHS JANUS HENDERSON P 2023-02-09 2025-01-15 3175 2940 235 235 53086 SHS JANUS HENDERSON P 2024-06-13 2025-06-25 7777 7183 594 594 5833 SHS JANUS HENDERSON P 2023-02-09 2025-12-03 901 789 112 112 20679 SHS NYLI PINESTONE INTER P 2024-06-13 2025-04-21 332 358 -26 -26 55488 SHS NYLI PINESTONE INTER P 2024-06-13 2025-06-25 963 959 4 4 65677 SHS NYLI PINESTONE INTER P 2024-06-13 2025-12-03 1179 1135 44 44 28401 SHS OBERWEIS SMALL CAP P 2024-01-25 2025-06-25 7418 6447 971 971 49431 SHS OBERWEIS SMALL CAP P 2024-01-25 2025-10-08 1431 1122 309 309 31645 SHS OBERWEIS SMALL CAP P 2024-01-25 2025-12-03 956 718 238 238 54126 SHS PIMCO MODERATE DURATION P 2023-02-09 2025-01-15 4947 4985 -38 -38 868891 SHS PIMCO MODERATE DURATION P 2024-01-26 2025-04-21 8055 8002 53 53 673726 SHS PIMCO MODERATE DURATION P 2024-09-16 2025-12-03 6421 6226 195 195 54534 SHS PUTNAM LARGE CAP P 2024-01-25 2025-06-25 1974 1705 269 269 42534 SHS PUTNAM LARGE CAP P 2024-01-25 2025-10-08 1657 1330 327 327 81907 SHS PUTNAM LARGE CAP P 2024-01-25 2025-12-03 3306 2561 745 745 65012 SHS JP MORGAN UNDISCOVERED P 2023-08-02 2025-06-25 5256 5349 -93 -93 10262 SHS JP MORGAN UNDISCOVERED P 2023-08-02 2025-06-25 873 844 29 29 243797 SHS VANGUARD ST BOND P 2023-10-19 2025-01-15 24672 23854 818 818 1174037 SHS VANGUARD ST BOND P 2024-01-25 2025-04-21 12022 11778 244 244 880743 SHS VANGUARD ST BOND P 2024-09-16 2025-12-03 9116 9098 18 18 891145 SHS VANGUARD FTSE P 2024-01-25 2025-04-21 33079 30255 2824 2824 92 985 SHS VANGUARD FTSE P 2024-09-16 2025-04-21 3452 3401 51 51 646553 SHS VANGUARD INTER TERM P 2023-05-23 2025-04-21 6614 6627 -13 -13 2593232 SHS VANGUARD INTER TERM P 2023-05-23 2025-10-08 27384 26338 1046 1046 363152 SHS VANGUARD INTER TERM P 2022-11-01 2025-12-03 3857 3577 280 280 36925 VANGUARD GROWTH INDEX P 2024-09-16 2025-10-08 9257 4777 4480 4480 19909 SHS VANGUARD GROWTH INDEX P 2023-02-09 2025-12-03 5037 2455 2582 2582 1829 SHS VANGUARD INDEX TR P 2022-04-22 2025-01-15 1005 722 283 283 24205 SHS VANGUARD INDEX TR P 2024-06-13 2025-06-25 13647 12169 1478 1478 24584 SHS VANGUARD INDEX TR P 2024-06-13 2025-06-25 15327 10329 4998 4998 19879 SHS VANGUARD INDEX TR P 2022-04-22 2025-12-03 12592 7843 4749 4749 18952 SHS VICTORY SYCAMORE P 2023-02-09 2025-12-03 891 903 -12 -12 4847 SHS VICTORY SYCAMORE P 2023-02-09 2025-01-15 227 231 -4 -4 144787 SHS VICTORY SYCAMORE P 2023-02-09 2025-06-25 6498 6892 -394 -394 CAPITAL GAIN DISTRIBUTIONS P 2024-01-01 2025-12-31 7197 7197 7197 36231 394 826 0 826 0 826 600 226 826 false false false false false false false true true IL true false false false false true OLD NATIONAL WEALTH MANANGEMENT 8008300362 PO Box 207 Evansville IN 477020207 false false false false false false false false false false false false false false false false false false false false false MARY K WORDEN 2871 SUMMERTREE AVENUE BETTENDORF IA 52722 ADVISORY COMMITTEE 2.00 0 0 0 GENE H SNAPP Jr 3440 JERSEY RIDGE ROAD 20 Davenport IA 528072083 ADVISORY COMMITTEE 2.00 0 0 0 OLD NATIONAL WEALTH MANAGEMENT PO Box 207 Evansville IN 477020207 TRUSTEE 2.00 8214 0 0 NONE 0 NONE NA 0 NA 0 0 1309535 28358 0 1337893 0 0 1337893 20068 1317825 65891 65891 826 826 65065 65065 65065 60000 60000 65065 58362 60000 58362 1638 63427 NONE NONE X CHRISTIAN CARE 2209 3RD AVENUE Rock Island IL 61201 NONE PC FOR EXEMPT PURPOSES 30000 RIVER BEND FOOD BANK 4010 KIMMEL DRIVE Davenport IA 52802 NONE PC FOR EXEMPT PURPOSES 30000 60000 0 14 39212 18 36231 75443 75443 4 N/A 8 N/A false false false false false false false false false false TAX PREPARATION 2115 2115 0 0 1854288 SHS PUTNAM LARGE CAP 58536 72818 438912 SHS VANGUARD GROWTH 63324 110228 444317 SHS VANGUARD 500 INDEX 147565 280737 132716 SHS JANUS HENDERSON 17887 19151 430427 SHS VICTORY SYCAMORE 20039 19395 699129 SHS OBERWEIS SMALL-CAP 15669 20939 232384 SHS UNDISCOVERED MANAG 18696 18238 968056 SHS CAUSEWAY INTL VAL 19452 22749 273702 SHS DFA INTL CORE 45216 55534 496549 SHS DRIEHAUS EMERGING 16853 23507 149639 SHS NYLI PINESTO 25816 26860 178 SHS FRANKLIN TEMPLETON ETF 6743 6869 928781 SHS VANGUARD FTSE 0 0 207027 216409 294891 307248 122315 130377 TRUSTEE FEES 8214 8214 0 0 FOREIGN TAXES PAID 235 235 0 0 2024 990-PF TAX PD 2025 1056 1056 0 0 2025 990-PF TAX PD 2025 600 600 0 0 ILLINOIS FILING FEE 15 15 0 0