2026-04-16T14:01:42-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2025-01-01 266884991 S LUTHER SAVIDGE TRUST SAVI 4848814074 PO BOX 919798 ORLANDO FL 328919798 TRUIST BANK DIRECTOR 4848814074 2026-03-29 true RICHARD RALEIGH P00382844 4014573839 2026-03-29 2025 2025-03-06 01:10:19Z X 735052 X 17272 17154 26433 398450 26433 0 43705 43587 10771 5386 5385 0 0 0 0 0 0 1500 0 0 1500 0 0 1211 157 0 0 0 0 0 0 0 13482 5543 0 6885 30000 30000 43482 5543 0 36885 223 38044 0 185 28386 38981 38981 0 0 0 112033 96539 96993 470222 475512 599078 610826 611032 735052 0 X 610826 611032 610826 611032 610826 611032 610826 223 86 611135 100 611035 154. ISHARES CORE TOTAL US BOND MKT ETF 2024-09-25 2025-01-10 14780 15596 -816 -816 167. ISHARES CORE TOTAL US BOND MKT ETF 2023-12-28 2025-01-10 16027 16630 -603 -603 362. ISHARES 5-10Y INV GRADE CORP ETF 2024-10-08 2025-01-10 18449 19173 -724 -724 672.773 GQG PART EMERG MKTS EQ-INST 2023-04-06 2025-02-24 10986 8807 2179 2179 199. ISHARES 20 PLUS YEAR TREASURY BD ETF 2025-01-10 2025-03-31 18094 17003 1091 1091 830.556 JOHCM INTERNATIONAL SEL-INST 2023-03-09 2025-04-01 19202 17586 1616 1616 17. ISHARES 20 PLUS YEAR TREASURY BD ETF 2025-01-10 2025-04-04 1587 1453 134 134 182. ISHARES 20 PLUS YEAR TREASURY BD ETF 2023-10-26 2025-04-04 16989 15227 1762 1762 378. ISHARES BARCLAYS 1-3 YR TREASURY BD 2025-01-10 2025-04-07 31269 30951 318 318 133. T ROWE PRICE INTEGRATED U.S. 2024-10-10 2025-04-09 5175 6331 -1156 -1156 240. VANGUARD INTL EQUITY IDX EMR MKT ETF 2025-02-24 2025-04-09 9634 10990 -1356 -1356 152. ISHARES BARCLAYS 3-7 YR TREASURY BD 2025-03-31 2025-05-13 17808 17967 -159 -159 372. HARTFORD DVDND & GRWTH-F 2020-05-29 2025-05-29 12466 11380 1086 1086 159. VANGUARD RUSSELL 1000 GROWTH ETF 2024-10-08 2025-06-02 16427 15366 1061 1061 432.569 DFA US SMALL CAP PORTFOLIO 2022-12-13 2025-06-03 20266 17152 3114 3114 1028. GOLDMAN SACHS GQP PRT INTL-R6 2025-04-01 2025-06-03 22945 21694 1251 1251 32.393 ARTISAN INTL VALUE FUND-INS 2024-09-25 2025-07-02 1700 1673 27 27 23.697 FULLERTHALER BEHAVIORAL SMID COR-R6 2025-06-03 2025-07-02 900 861 39 39 14.116 COHEN & STEERS INSTL RLTY SHRS 2024-09-25 2025-07-02 700 751 -51 -51 53.938 DFA INTERNATIONAL CORE EQUITY 2 2025-06-03 2025-07-02 1000 980 20 20 300.871 DODGE & COX INCOME FUND 2020-09-01 2025-07-02 3800 4465 -665 -665 30.747 EATON VANCE-ATLANTA SMID-R6 2023-03-09 2025-07-02 1300 1063 237 237 37.303 HARTFORD DVDND & GRWTH-F 2020-05-29 2025-07-02 1300 870 430 430 11. ISHARES CORE S&P 500 ETF 2023-12-28 2025-07-02 6824 5274 1550 1550 28. ISHARES CORE TOTAL US BOND MKT ETF 2023-12-28 2025-07-02 2760 2788 -28 -28 6. ISHARES S&P 500 VALUE ETF 2024-01-12 2025-07-02 1182 1041 141 141 9. ISHARES 20 PLUS YEAR TREASURY BD ETF 2025-05-13 2025-07-02 785 772 13 13 8. ISHARES BARCLAYS 7-10 YR TREASURY BD 2025-04-04 2025-07-02 760 776 -16 -16 15. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL 2025-04-07 2025-07-02 1372 1373 -1 -1 39. FBO CURRAN/TALLEY 20016 2025-06-02 2025-07-02 2213 2189 24 24 6. VANGUARD RUSSELL 1000 GROWTH ETF 2024-10-08 2025-07-02 650 580 70 70 21. VANGUARD RUSSELL 1000 GROWTH ETF 2025-04-09 2025-07-02 2276 1758 518 518 327. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL 2025-04-07 2025-07-08 29922 29922 210. ARTISAN INTL VALUE FUND-INS 2025-04-09 2025-12-23 11327 9958 1369 1369 510.612 ARTISAN INTL VALUE FUND-INS 2023-03-09 2025-12-23 27542 23255 4287 4287 678.039 EATON VANCE-ATLANTA SMID-R6 2020-05-29 2025-12-23 25616 22889 2727 2727 156. ISHARES CORE TOTAL US BOND MKT ETF 2023-12-28 2025-12-30 15605 15473 132 132 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 CAPITAL GAIN DIVIDENDS P 6812 26433 529 0 529 0 529 608 0 0 608 0 79 79 0 false false false false false false false true true PA true false false false false true TRIUST BANK 4848814074 PO BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false false false false false false false false TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE / PART-TIME 1 10771 NONE 0 NONE 0 679099 29047 0 708146 0 0 708146 10622 697524 34876 34876 529 529 34347 0 34347 0 34347 36885 0 0 0 0 36885 34347 0 0 0 0 2619 0 2890 5509 36885 0 0 0 34347 2538 0 0 8047 0 0 0 0 0 0 0 8047 0 2619 0 2890 2538 JAMES A MOLLECA JR 1340 BROADCASTING RD SUITE 100 WYOMISSING PA 19610 4848814074 JIM.MOLLECA@TRUIST.COM TRUIST BANK FOUNDATION GRANT APPLICATION FORM APRIL 30 IRS 501(C)(3) DETERMINATION LETTER OR PROOF OF CHARITABLE PURPOSE SUSQUEHANNA COUNCIL BOY SCOUTS 815 NORTHWAY ROAD WILLIAMSPORT PA 17701 NONE PC GENERAL OPERATING 5000 SUSQUEHANNA RIVER VALLEY DENTAL HEALTH 334 MARKET STREET SUNBURY PA 17801 NONE PC GENERAL OPERATING 13000 A COMMUNITY CLINIC INC 344 MARKET STREET SUNBURY PA 17801 NONE PC GENERAL OPERATING 12000 30000 14 17272 18 26433 43705 43705 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 464287432 ISHARES 20+ YEAR TRE 26293 26497 464287226 ISHARES CORE US AGGR 46318 46744 464287440 ISHARES 7-10 YEAR TR 23928 23752 233203843 DFA US SMALL CAP POR 277902235 EATON VANCE ATLANTA 256210105 DODGE & COX INCOME F AT COST 89073 86524 233203371 DFA INTERNATIONAL CO AT COST 60784 63164 41664T669 HARTFORD DIVIDEND & AT COST 19334 28316 46653M849 JOHCM INTERNATIONAL 00771X419 GQG PARTNERS EMERGIN 04314H857 ARTISAN INTERNATIONA 19247U106 COHEN & STEERS INSTI AT COST 13058 13513 464287200 ISHARES CORE S&P 500 AT COST 106825 173290 92206C680 VANGUARD RUSSELL 100 AT COST 40706 74146 464287408 ISHARES S&P 500 VALU AT COST 23776 29054 464288638 ISHARES 5-10 YEAR IN 87283A102 T. ROWE PRICE QM US 921943858 VANGUARD FTSE DEVELO AT COST 47246 54724 14064D451 FULLERTHALER BEHAVIO AT COST 30723 32470 922040845 VANGUARD INSTL INDEX AT COST 29928 29946 922908629 VANGUARD INDEX FUND AT COST 14059 13931 2025 TRANSACTIONS POSTED IN 2026 100 2024 TRANSACTIONS POSTED IN 2025 85 ROUNDING 1 FEDERAL TAX PAYMENT - PRIOR YE 446 0 0 FEDERAL ESTIMATES - PRINCIPAL 608 0 0 FOREIGN TAXES ON QUALIFIED FOR 130 130 0 FOREIGN TAXES ON NONQUALIFIED 27 27 0