2026-07-29T14:04:53-05:00 2025-12-31 411292716 COPELAND BUHL & COMPANY PLLP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 990PF 2025-01-01 411955405 B & H WAY FOUNDATION B&HW 6123163358 205 BUSHAWAY ROAD WAYZATA MN 55391 DAN KOCH TREASURER 9524751084 2026-05-07 1 MCKENNA W RICE P03418042 9524767100 2026-05-07 2025 2025-03-06 01:10:19Z X 5141548 X X 87618 87618 250803 412787 250803 338421 338421 0 0 0 4408 4408 0 20279 20279 0 4821 1821 0 25 25 0 29533 26533 0 573250 573250 602783 26533 573250 -264362 311888 273785 44310 44310 2063332 2024439 4653838 455037 455011 443400 2792154 2523760 5141548 4032 0 4032 0 X 2788122 2523760 2788122 2523760 2792154 2523760 2788122 -264362 0 2523760 0 2523760 PUBLICLY TRADED SECURITIES P 405500 161984 243516 243516 CAPITAL GAINS DIVIDENDS P 7287 7287 7287 250803 4335 0 4335 0 4335 6373 0 0 0 6373 0 2038 2038 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A DAN KOCH TREASURER 6124035180 205 BUSHAWAY ROAD WAYZATA MN 55391 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KRISTEN A BERG 718 SOUTH CORONA STREET DENVER CO 80209 PRESIDENT, DIRECTOR 1.00 0 0 0 MEGAN E NEISIUS 6856 INLAND LANE NORTH MAPLE GROVE MN 55311 VICE PRESIDENT, DIRECTOR 1.00 0 0 0 TY AMASS 718 SOUTH CORONA STREET DENVER CO 80209 DIRECTOR 1.00 0 0 0 JOHN BERG 721 EAST RICE STREET WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 DAN KOCH 205 BUSHAWAY ROAD WAYZATA MN 55391 TREASURER, DIRECTOR 1.00 0 0 0 NANCY BERG 721 EAST RICE STREET WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 CINTHIA KOCH 205 BUSHAWAY ROAD WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 MARK J NEISIUS 6856 INLAND LANE NORTH MAPLE GROVE MN 55311 DIRECTOR 1.00 0 0 0 SOPHIA KOCH 205 BUSHAWAY ROAD WAYZATA MN 55391 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 4814501 114009 0 4928510 0 0 4928510 73928 4854582 242729 242729 4335 4335 238394 0 238394 0 238394 573250 0 573250 238394 0 0 245867 88383 334250 573250 0 0 0 238394 334856 0 0 669106 0 0 0 0 0 0 0 669106 245867 88383 334856 X COMMONBOND COMMUNITIES 1080 MONTREAL AVENUE ST PAUL MN 55116 NONE PC GENERAL FUND 100000 COURTE OREILLES LAKE ASSOCIATION PO BOX 702 HAYWARD WI 54843 NONE PC GENERAL FUND 15000 HAMMER RESIDENCES 1909 E WAYZATA BLVD WAYZATA MN 55391 NONE PC GENERAL FUND 50000 INTERFAITH OUTREACH & COMMUNITY FUND 1605 COUNTY ROAD 101 N PLYMOUTH MN 55447 NONE PC GENERAL FUND 50000 INVEST IN KIDS 1775 SHERMAN STREET SUITE 1445 DENVER CO 80203 NONE PC GENERAL FUND 50000 IOCP HOUSING 1605 COUNTY RD 101 PLYMOUTH MN 55447 NONE PC GENERAL FUND 75000 THE GRIEF CLUB OF MINNESOTA 2025 COULTER BLVD SUITE 100 CHANHASSEN MN 55317 NONE PC GENERAL FUND 5000 YOUTHLINK 41 N 12TH ST MINNEAPOLIS MN 55403 NONE PC GENERAL FUND 110000 JEWISH FAMILY SERVICES 1633 7TH STREET WEST ST PAUL MN 55102 NONE PC GENERAL FUND 18250 YMCA OF THE NORTH 651 NICOLLET MALL SUITE 500 MINNEAPOLIS MN 55402 NONE PC GENERAL FUND 100000 573250 0 14 87618 18 250803 0 338421 0 338421 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES 4408 4408 0 COHEN & STEERS PREFERRED SECURITIES AND INCOME FUND 49494 50440 VANGUARD LONG TERM BOND ETF 33928 34760 VANGUARD SHORT TERM BOND ETF 71111 74870 VANGUARD TOTAL BOND MARKET INDEX-ADMIRAL CLASS 300478 283330 D R HORTON INC COM 32721 44649 BERKSHIRE HATHAWAY INC 33473 87964 BLACKROCK INC 21281 90979 MASTERCARD INC CL A 13574 99904 S&P GLOBAL INC 42115 78389 RESMED INC 19867 36131 THERMO FISHER SCIENTIFIC INC 4763 81123 UNITEDHEALTH GROUP INC 56781 52818 ALPHABET INC CL C 13730 156900 AMPHENOL CORP CL A 4960 125005 APPLE INC 4102 140008 ARISTA NETWORKS INC 43208 54377 BROADCOM INC 41029 51915 MICROSOFT CORP 5019 87052 NVIDIA CORP 59210 102575 SALESFORCE INC 39703 39737 ASHTEAD GROUP PLC 22465 49518 TAIWAN SEMICONDUCTOR MANUFACTU-ADR 3068 129153 FULLER & THALER BEHAVIORAL SMALL-CAP 45000 64244 ISHARES CORE S&P 500 ETF 707100 1732898 ISHARES CORE S&P MID-CAP ETF 196947 247500 ISHARES MSCI EMERGING MARKETS MULTIFACTOR ETF 89074 121485 ISHARES RUSSELL 2000 ETF 36894 49232 ISHARES S&P 500 VALUE ETF 59571 89069 VIRTUS KAR SMALL-CAP CORE FUND 50268 53730 ISHARES CORE MSCI EAFE ETF 264656 424935 WELLS FARGO & COMPANY COMMON STOCK 113860 362548 MN FILING FEE 25 25 0 DUE TO AFFILIATE 4032 0 WELLS FARGO BANK,NA - INVESTMENT FEES 20279 20279 0 FOREIGN TAXES 1821 1821 0 FEDERAL TAXES 3000 0 0