2026-04-23T12:01:08-05:00 2025-12-31 390415000 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2025-01-01 316672086 DONALD A GORDON FOUNDATION XXXXXX0175 GORD 230 FRONT STREET NORTH LA CROSSE WI 54601 TRUST POINT INC TRUSTEE 2026-04-23 true CASSIE FELLER 6087821148 2026-04-23 2025 2025-03-06 01:10:19Z X 5825500 164979 164979 303184 1388092 303184 0 687 687 468850 468850 56260 56260 0 0 0 0 0 0 11000 0 0 11000 0 0 6867 6867 0 0 0 0 0 0 0 74127 63127 0 11000 256305 256305 330432 63127 0 267305 138418 405723 0 141330 159426 159426 0 0 0 0 4221699 4340158 5666074 4363029 4499584 5825500 0 X 4363029 4499584 4363029 4499584 4363029 4499584 4363029 138418 0 4501447 1863 4499584 196. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 9385 9504 -119 -119 1106. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 52958 53640 -682 -682 804. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 38498 39017 -519 -519 191. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 9146 9271 -125 -125 439. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 21021 21308 -287 -287 416. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 19919 20191 -272 -272 194. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 9289 9413 -124 -124 191. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 9146 9269 -123 -123 189. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 9050 9168 -118 -118 195. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 9337 9460 -123 -123 196. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-02-18 9385 9508 -123 -123 28.178 AMERICAN BEACON DEVELOPING WORLD INCOME 2019-05-01 2025-04-17 194 241 -47 -47 11.201 AMERICAN BEACON DEVELOPING WORLD INCOME 2019-05-01 2025-04-17 77 96 -19 -19 60.781 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 4134 4323 -189 -189 262.981 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 17888 18706 -818 -818 358.189 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 24364 25478 -1114 -1114 129.63 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 8817 9221 -404 -404 136.663 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 9296 9721 -425 -425 59.393 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 4040 4225 -185 -185 58.812 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 4000 4183 -183 -183 59.544 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 4050 4235 -185 -185 60.64 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 4125 4313 -188 -188 61.238 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 4165 4356 -191 -191 60.815 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 4137 4326 -189 -189 50.88 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 464 460 4 4 307.866 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 2808 2783 25 25 225.897 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 2060 2042 18 18 51.564 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 470 466 4 4 112.549 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 1026 1017 9 9 118.668 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 1082 1073 9 9 52.627 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 480 476 4 4 51.072 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 466 462 4 4 51.685 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 471 467 4 4 52.807 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 482 477 5 5 53.193 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 485 481 4 4 19. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 916 918 -2 -2 113. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 5448 5459 -11 -11 83. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 4002 4010 -8 -8 19. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 916 918 -2 -2 43. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 2073 2077 -4 -4 41. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 1977 1981 -4 -4 20. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 964 966 -2 -2 19. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 916 918 -2 -2 19. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 916 918 -2 -2 20. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 964 966 -2 -2 19. ISHARES CORE 1-5 YEAR BOND ETF 2022-03-25 2025-04-17 916 918 -2 -2 151.362 PIMCO INCOME FUND I 2017-06-15 2025-04-17 1598 1871 -273 -273 919.139 PIMCO INCOME FUND I 2017-06-15 2025-04-17 9706 11361 -1655 -1655 674.047 PIMCO INCOME FUND I 2017-06-15 2025-04-17 7118 8331 -1213 -1213 154.149 PIMCO INCOME FUND I 2017-06-15 2025-04-17 1628 1905 -277 -277 336.434 PIMCO INCOME FUND I 2017-06-15 2025-04-17 3553 4158 -605 -605 354.73 PIMCO INCOME FUND I 2017-06-15 2025-04-17 3746 4384 -638 -638 157.315 PIMCO INCOME FUND I 2017-06-15 2025-04-17 1661 1944 -283 -283 152.683 PIMCO INCOME FUND I 2017-06-15 2025-04-17 1612 1887 -275 -275 154.507 PIMCO INCOME FUND I 2017-06-15 2025-04-17 1632 1910 -278 -278 157.865 PIMCO INCOME FUND I 2017-06-15 2025-04-17 1667 1951 -284 -284 159.031 PIMCO INCOME FUND I 2017-06-15 2025-04-17 1679 1966 -287 -287 16.171 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 296 306 -10 -10 93.996 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 1718 1781 -63 -63 67.243 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 1229 1274 -45 -45 15.505 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 283 294 -11 -11 35.522 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 649 673 -24 -24 33.696 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 616 639 -23 -23 15.351 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 281 291 -10 -10 15.818 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 289 300 -11 -11 15.538 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 284 294 -10 -10 15.991 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 292 303 -11 -11 15.876 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 290 301 -11 -11 50.433 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 6168 1648 4520 4520 296.067 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 36212 12112 24100 24100 215.668 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 26378 8823 17555 17555 49.004 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 5994 2005 3989 3989 106.818 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 13065 4370 8695 8695 112.613 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 13774 4607 9167 9167 48.524 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 5935 1985 3950 3950 49.124 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 6008 2010 3998 3998 50.023 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 6118 2046 4072 4072 50.177 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 6137 2053 4084 4084 50.532 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-04-17 6181 2067 4114 4114 21.95 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 6678 3059 3619 3619 129.264 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 39326 18013 21313 21313 94.794 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 28839 13210 15629 15629 21.429 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 6519 2986 3533 3533 46.759 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 14226 6516 7710 7710 49.296 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 14997 6869 8128 8128 21.878 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 6656 3049 3607 3607 21.219 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 6455 2957 3498 3498 21.482 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 6536 2994 3542 3542 22.095 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 6722 3079 3643 3643 21.942 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-04-17 6675 3058 3617 3617 139.892 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 3531 4089 -558 -558 824.302 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 20805 24094 -3289 -3289 605.049 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 15271 17686 -2415 -2415 136.672 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 3450 3995 -545 -545 314.464 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 7937 9192 -1255 -1255 298.28 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 7529 8719 -1190 -1190 135.333 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 3416 3956 -540 -540 139.54 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 3522 4079 -557 -557 137.018 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 3458 4005 -547 -547 139.941 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 3532 4090 -558 -558 140.916 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 3557 4119 -562 -562 33. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 1380 1343 37 37 194. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 8113 7895 218 218 138. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 5771 5616 155 155 31. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 1296 1262 34 34 70. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 2927 2849 78 78 73. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 3053 2971 82 82 32. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 1338 1302 36 36 31. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 1296 1262 34 34 31. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 1296 1262 34 34 33. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 1380 1343 37 37 32. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-04-17 1338 1302 36 36 52.263 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 607 510 97 97 55.214 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 641 539 102 102 308.911 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 3586 3015 571 571 219.994 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 2554 2147 407 407 56.359 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 654 550 104 104 56.78 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 659 554 105 105 127.272 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 1478 1242 236 236 120.742 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 1402 1178 224 224 55.058 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 639 537 102 102 54.543 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 633 532 101 101 56.241 ARGA EMERGING MARKETS VALUE FUND 2022-02-16 2025-05-13 653 549 104 104 20.088 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 1188 1101 87 87 21.697 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 1283 1189 94 94 118.367 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 6999 6488 511 511 83.481 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 4936 4576 360 360 22.311 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 1319 1223 96 96 22.142 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 1309 1214 95 95 50.059 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 2960 2744 216 216 21.633 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 1279 1186 93 93 47.493 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 2808 2603 205 205 22.101 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 1307 1211 96 96 21.435 AMERICAN FUNDS EUPAC FUND CL F3 2024-01-26 2025-05-13 1267 1175 92 92 5. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-18 2025-05-13 984 727 257 257 5. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-18 2025-05-13 984 727 257 257 11. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-18 2025-05-13 2165 1600 565 565 10. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-18 2025-05-13 1969 1455 514 514 5. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-18 2025-05-13 984 727 257 257 5. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-18 2025-05-13 984 727 257 257 4. VANGUARD DIVIDEND APPRECIATION ETF 2022-07-18 2025-05-13 787 582 205 205 17.143 VANGUARD LARGE CAP INDEX ADM 2011-04-01 2025-05-13 2342 529 1813 1813 18.161 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 2481 609 1872 1872 101.05 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 13806 3870 9936 9936 71.937 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 9829 2914 6915 6915 18.537 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 2533 667 1866 1866 18.675 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 2552 686 1866 1866 41.862 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 5720 1498 4222 4222 39.714 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 5426 1442 3984 3984 18.109 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 2474 618 1856 1856 18.498 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 2527 658 1869 1869 17.94 VANGUARD LARGE CAP INDEX ADM 2013-10-30 2025-05-13 2451 660 1791 1791 2.231 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 747 311 436 436 2.365 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 792 330 462 462 13.149 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 4403 1832 2571 2571 9.355 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 3133 1304 1829 1829 2.413 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 808 336 472 472 2.431 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 814 339 475 475 5.45 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 1825 759 1066 1066 2.357 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 789 328 461 461 5.17 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 1731 720 1011 1011 2.335 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 782 325 457 457 2.408 VANGUARD MID CAP INDEX ADMIRAL 2016-02-29 2025-05-13 806 336 470 470 31. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 1519 1262 257 257 33. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 1617 1343 274 274 33. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 1617 1343 274 274 32. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 1568 1302 266 266 33. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 1617 1343 274 274 134. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 6568 5453 1115 1115 70. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 3431 2849 582 582 75. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 3676 3052 624 624 186. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 9116 7569 1547 1547 33. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 1617 1343 274 274 33. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-05-13 1617 1343 274 274 626.958 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 6564 6941 -377 -377 623.174 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 6525 6924 -399 -399 3641.42 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 38126 40506 -2380 -2380 2656.065 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 27809 29559 -1750 -1750 636.755 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 6667 7073 -406 -406 641.191 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 6713 7123 -410 -410 1427.098 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 14942 15854 -912 -912 622.095 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 6513 6911 -398 -398 1353.99 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 14176 15041 -865 -865 616.075 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 6450 6843 -393 -393 635.21 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-08-29 6651 7057 -406 -406 733.993 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 10665 8762 1903 1903 723.63 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 10514 8634 1880 1880 4309.442 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 62616 51475 11141 11141 3163.929 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 45972 37799 8173 8173 739.187 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 10740 8820 1920 1920 744.315 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 10815 8881 1934 1934 1660.222 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 24123 19812 4311 4311 1574.908 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 22883 18794 4089 4089 722.002 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 10491 8615 1876 1876 737.227 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 10712 8797 1915 1915 714.963 GLENMEDE SECURED OPTIONS I 2022-07-15 2025-09-11 10388 8531 1857 1857 242.969 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 2580 2626 -46 -46 237.697 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 2524 2570 -46 -46 1440.948 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 15303 15577 -274 -274 1064.392 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 11304 11506 -202 -202 242.822 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 2579 2625 -46 -46 244.496 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 2597 2643 -46 -46 546.535 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 5804 5908 -104 -104 237.13 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 2518 2563 -45 -45 518.37 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 5505 5604 -99 -99 234.795 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 2494 2538 -44 -44 242.138 FIDELITY U.S. BOND INDEX FUND 2022-08-02 2025-09-15 2572 2618 -46 -46 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 CAPITAL GAIN DIVIDENDS P 70160 303184 5640 0 5640 0 5640 3060 0 0 3060 0 2580 0 0 false false false false false false false true true WI true false false false false true 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 TRUST POINT INC 230 FRONT STREET N LA CROSSE WI 54601 TRUSTEE 1 56260 NONE 0 NONE 0 5550998 0 0 5550998 0 0 5550998 83265 5467733 273387 273387 5640 5640 267747 0 267747 0 267747 267305 0 0 0 0 267305 267747 156410 0 0 0 0 0 0 0 267305 156410 0 0 110895 0 0 0 0 0 0 0 0 156852 0 0 0 0 0 0 0 0 X COULEE REGION HUMANE SOCIETY 911 CRITTER COURT ONALASKA WI 54650 NONE PC HUMANITARIAN 26558 SALVATION ARMY ATTN LEGAL DEPARTMENT 5550 PRAIRIE STONE PARKWAY HOFFMAN ESTATES IL 60192 NONE PC HUMANITARIAN 10870 FIRST PRESBYTERIAN CHURCH 233 WEST AVENUE S LA CROSSE WI 54601 NONE PC MINISTRY 11952 BELOIT COLLEGE ASSTDIR GIFT PLAN PAMELA M PRESCOTT CRFE ASSISTANT DIRECTOR GIFT PLANNING BELOIT WI 53511 NONE PC EDUCATION 12038 LA CROSSE AREA UNITED WAY 1855 EAST MAIN STREET ONALASKA WI 54650 NONE PC HUMANITARIAN 11661 VITERBO UNIVERSITY 900 VITERBO DRIVE LA CROSSE WI 54601 NONE PC EDUCATION 11553 CHILEDA INSTITUTE INC ATTENTION EXECUTIVE DIRECTOR 1825 VICTORY STREET LA CROSSE WI 54601 NONE PC HUMANITARIAN 11924 GUNDERSEN LUTHERAN MEDICAL FDN ATTN LISA RAINEY 1836 SOUTH AVENUE LA CROSSE WI 54601 NONE PC MEDICAL 50787 LA CROSSE PUBLIC LIBRARY 800 MAIN STREET LA CROSSE WI 54601 NONE PC EDUCATION 11688 LA CROSSE COMMUNITY FOUNDATION 401 MAIN ST STE 205 LA CROSSE WI 54601 NONE PC HUMANITARIAN 69224 BOYS & GIRLS CLUB OF LA CROSSE 1331 CLINTON STREET LA CROSSE WI 54603 NONE PC EDUCATION 28050 256305 14 164979 18 303184 468850 468850 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 11000 11000 ACCRUED INCOME 1863 OTHER REVENUE 687 687 FEDERAL ESTIMATES - PRINCIPAL 3060 3060 0 FOREIGN TAXES ON QUALIFIED FOR 3642 3642 0 FOREIGN TAXES ON NONQUALIFIED 165 165 0