2026-03-04T09:16:50-06:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990PF 2025-01-01 396438509 CLARENCE TALEN CHARITABLE TRUST CLAR 8006589474 CO TRUST POINT INC 7 S DEWEY ST EAU CLAIRE WI 54701 HANNAH COWAN TRUST POINT TRUSTEE 8006589474 2026-02-19 1 ANDREA L NOVAK CPA P02197527 2187224705 2026-02-19 2025 2025-03-06 01:10:19Z X 1391490 X X 46526 46526 60293 357615 60293 106819 106819 14240 14240 0 2400 1200 1200 1267 667 0 17907 16107 1200 66040 66040 83947 16107 67240 22872 90712 22420 37346 37346 485150 493781 719787 640213 639528 634357 1147783 1170655 1391490 0 0 X 0 0 0 0 1147783 1170655 1147783 1170655 1147783 1170655 1147783 22872 0 1170655 0 1170655 PUBLICLY TRADED SECURITIES P 345187 297322 47865 47865 CAPITAL GAINS DIVIDENDS P 12428 12428 12428 60293 1261 0 1261 0 1261 891 0 0 0 891 X 0 370 0 0 0 0 0 0 0 0 0 0 1 1 WI 1 0 0 0 0 1 N/A TRUST POINT INC 8006589474 7 S DEWEY ST EAU CLAIRE WI 54701 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TRUST POINT INC 7 S DEWEY ST EAU CLAIRE WI 54701 TRUSTEE 1.00 14240 0 0 NONE 0 NONE 0 0 1363970 0 0 1363970 0 0 1363970 20460 1343510 67176 67176 1261 1261 65915 0 65915 0 65915 67240 0 67240 65915 0 0 9214 998 1281 11493 67240 0 0 0 65915 1325 0 0 12818 0 0 0 0 0 0 0 12818 9214 998 1281 1325 HANNAH COWAN TRUST POINT INC 7 S DEWEY ST EAU CLAIRE WI 54701 7154617018 ANY FORM N/A N/A BOYS & GIRLS CLUB OF MENOMONIE 1005 OXFORD AVENUE EAU CLAIRE WI 54703 N/A PC GENERAL OPERATIONS 750 CALVIN COLLEGE & SEMINARY 3233 BURTON ST SE GRAND RAPIDS MI 49546 N/A PC GENERAL OPERATIONS 6600 CEDARBROOK CHURCH N6714 470TH STREET MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 CHIPPEWA VALLEY COUNCIL BOY SCOUTS 710 HASTINGS WAY EAU CLAIRE WI 54701 N/A PC GENERAL OPERATIONS 400 CHRIST LUTHERAN CHURCH 1306 WILCOX STREET MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 COFLAX UNITED METHODIST CHRUCH 501 CEDAR STREET COLFAX WI 54730 N/A PC GENERAL OPERATIONS 510 COLFAX LUTHERAN CHURCH PO BOX 425 COLFAX WI 54730 N/A PC GENERAL OPERATIONS 510 COMMUNITY FOUNDATION OF DUNN COUNTY PO BOX 498 MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 2510 DORDT UNIVERSITY INCORPORATED 700 7TH STREET NE SIOUX CENTER IA 51250 N/A PC GENERAL OPERATIONS 3300 DUNN COUNTY HISTORICAL SOCIETY PO BOX 437 MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 500 DUNN COUNTY HUMANE SOCIETY 302 BRICKYARD RD MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 500 ELIM CHRISTIAN SCHOOL 13020 S CENTRAL AVE PALOS HEIGHTS IL 60463 N/A PC GENERAL OPERATIONS 3300 EVERGREEN CEMETARY ASSOCIATION PO BOX 444 MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 500 FAITH LUTHERAN CHURCH 2220 21ST STREET MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 FIRST CONGREGATIONAL CHURCH 420 WILSON AVE MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 FOREST CENTER CHURCH OF THE NAZARENE E7112 270TH AVENUE MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 510 GIRL SCOUTS OF THE NORTHWESTERN GREAT LAKES 4693 N LYNNDALE DR APPLETON WI 54913 N/A PC GENERAL OPERATIONS 400 GRACE EPISCOPAL CHURCH E4357 451ST AVE MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 HAY RIVER LUTHERAN CHURCH N1250 WISCONSIN 25 WHEELER WI 54772 N/A PC GENERAL OPERATIONS 510 IMMANUEL BAPTIST CHURCH 2700 BROADWAY ST S MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 JUNIOR ACHIEVEMENT 2004 HIGHLAND AVENUE SUITE C EAU CLAIRE WI 54701 N/A PC GENERAL OPERATIONS 200 LIBERTY CHRISTIAN CENTER 710 MAIN STREET E MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 LITTLE ELK CREEK LUTHERAN CHURCH PO BOX 25 DOWNSVILLE WI 54751 N/A PC GENERAL OPERATIONS 510 MABEL TAINTER CENTER FOR THE ARTS 205 MAIN ST E MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 2500 MENOMONIE ALLIANCE CHURCH 502 21ST STREET NORTH MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 MENOMONIE AREA FREE CLINIC PO BOX 624 MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 2000 MENOMONIE PUBLIC LIBRARY 600 WOLSKE BAY RD MENOMONIE WI 54751 N/A GOV GENERAL OPERATIONS 1000 NEW HOPE LUTHERAN CHURCH N2698 460TH STREET MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 510 NEW LIFE LUTHERAN CHURCH PO BOX 833 MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 OUR SAVIOR LUTHERAN CHURCH PO BOX 186 WHEELER WI 54772 N/A PC GENERAL OPERATIONS 1100 OUR SAVIOR'S LUTHERAN CHURCH 910 9TH ST MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 510 PEACE LUTHERAN CHURCH 917 E 7TH STREET MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 REFRAME MINISTRIES 1700 28TH STREET SE GRAND RAPIDS MI 49508 N/A PC GENERAL OPERATIONS 3300 ROSELAND REFORMED CHURCH 19385 COUNTY RD 5 SW BLOMKEST MN 56216 N/A PC GENERAL OPERATIONS 510 RUNNING VALLEY LUTHERAN FREE CHURCH 2195 135TH AVENUE COLFAX WI 54730 N/A PC GENERAL OPERATIONS 510 SHRINER'S HOSPITAL FOR CHILDREN 2900 N ROCKY POINT DR TAMPA FL 33607 N/A PC GENERAL OPERATIONS 3300 ST JOSEPH'S CATHOLIC CHURCH 910 WILSON AVE MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 ST JOSEPH'S CATHOLIC SCHOOL 910 WILSON AVE MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1432 ST KATHERINE'S CHURCH E7250 N COUNTY ROAD E MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 510 ST PAUL'S LUTHERAN CHURCH 1100 E 9TH STREET MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 ST PAUL'S LUTHERAN SCHOOL 1100 E 9TH STREET MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 3106 STEPPING STONES 1602 STOUT ROAD MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1500 STOUT UNIVERSITY FOUNDATION INC 320 BROADWAY ST S MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 500 TAINTER UNITED METHODIST CHURCH 501 CEDAR STREET COLFAX WI 54730 N/A PC GENERAL OPERATIONS 510 THE BRIDGE TO HOPE 2110 4TH AVE N MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1000 UNITARIAN SOCIETY PO BOX 214 MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 UNITED METHODIST CHURCH 2703 BONGEY DRIVE MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 1100 WHEELER CHURCH OF THE NAZARENE 704 MAIN AVE W WHEELER WI 54772 N/A PC GENERAL OPERATIONS 510 WISCONSIN FOSTER CLOSET INC 3375 KOTHLOW AVE 40 MENOMONIE WI 54751 N/A PC GENERAL OPERATIONS 750 SUMMIT CHRISTIAN ACADEMY 200 E BROADWAY AVE BROKEN ARROW OK 74012 N/A PC GENERAL OPERATIONS 2062 BETHANY LUTHERAN CHURCH 805 UNIVERSITY AVE COLFAX WI 54730 N/A PC GENERAL OPERATIONS 510 UNITED WAY OF ST CROIX AND RED CEDAR VALLEY 201 2ND ST S SUITE 300 HUDSON WI 54016 N/A PC GENERAL OPERATIONS 500 DUNN COUNTY 4-H LEADERS FEDERATION 3001 US HWY 12 E ROOM 216 MENOMONIE WI 547513045 N/A PC GENERAL OPERATIONS 1000 66040 0 14 46526 18 60293 0 106819 0 106819 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION FEES 2400 1200 1200 AMERICAN BEACON DEVELOPING WORLD INCOME Y 59017 57737 FIDELITY U.S. BOND INDEX FUND 249250 244301 ISHARES CORE 1-5 YEAR BOND ETF 61156 63375 PIMCO INCOME FUND I 181293 180103 VANGUARD MORTGAGE-BACKED SECURITIES INDEX 38556 38695 FIDELITY INFLATION-PROTECTED BOND INDEX FUND 50256 50146 ARGA EMERGING MARKETS VALUE FUND 23574 33033 GQG PARTNERS EMERGING MARKETS EQUITY I 32435 33370 VANGUARD MID CAP INDEX ADMIRAL 37553 44573 VANGUARD LARGE CAP INDEX ADM 47052 153865 VANGUARD DIVIDEND APPRECIATION ETF 68291 97801 WILLIAM BLAIR SMALL CAP VALUE CLASS I 25797 28030 GLENMEDE SECURED OPTIONS I 33055 38905 AMERICAN FUNDS EUROPACIFIC FUND F3 69711 89008 CONESTOGA SMALL CAP INST 10240 12333 OAKMARK INTERNATIONAL R6 102528 126092 WISDOMTREE US QUALITY GROWTH ETF 43545 62777 FOREIGN TAX PAID 667 667 0 ESTIMATED TAXES 600 0 0