2026-03-26T18:31:19-05:00 2025-12-31 411292716 COPELAND BUHL & COMPANY PLLP 3033 CAMPUS DRIVE SUITE E590 PLYMOUTH MN 55441 990PF 2025-01-01 411989115 HALLBERG FAMILY FOUNDATION HALL 6514624516 PO BOX 130 FOREST LAKE MN 55025 EUGENE HALLBERG CHAIRMAN 6154624516 2026-02-19 1 MCKENNA W RICE P03418042 9524767100 2026-02-19 2025 2025-03-06 01:10:19Z X 6468773 X 496814 886 886 82782 82782 118438 232687 118438 698920 202106 0 0 0 3261 3261 0 2142 0 0 25 25 0 5428 3286 0 496700 496700 502128 3286 496700 196792 198820 105346 42078 42078 2038205 2298265 6426695 2143551 2340343 6468773 0 0 X 0 0 0 0 2143551 2340343 2143551 2340343 2143551 2340343 2143551 196792 0 2340343 0 2340343 PUBLICLY TRADED SECURITIES P 232687 114249 118438 118438 118438 2764 0 2764 0 2764 1100 0 0 0 1100 0 1664 0 0 0 0 0 0 0 0 0 0 0 1 MN 1 0 0 0 0 1 N/A EUGENE HALLBERG 6514624516 PO BOX 130 FOREST LAKE MN 55025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EUGENE HALLBERG PO BOX 130 FOREST LAKE MN 55025 CHAIRMAN 1.00 0 0 0 DENISE HALLBERG PO BOX 130 FOREST LAKE MN 55025 DIRECTOR 1.00 0 0 0 DANA HALLBERG PO BOX 130 FOREST LAKE MN 55025 DIRECTOR 1.00 0 0 0 MELISSA WINDSCHITL PO BOX 130 FOREST LAKE MN 55025 DIRECTOR 1.00 0 0 0 MICHAEL HALLBERG PO BOX 130 FOREST LAKE MN 55025 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5899656 72358 0 5972014 0 0 5972014 89580 5882434 294122 294122 2764 2764 291358 0 291358 0 291358 496700 0 496700 291358 0 0 34467 22587 75442 95473 22076 250045 496700 0 0 0 291358 205342 0 0 455387 0 0 0 0 0 0 34467 420920 22587 75442 95473 22076 205342 EUGENE HALLBERG EUGENE HALLBERG PO BOX 130 FOREST LAKE MN 55025 6514624615 LETTER FORM, WITH THE PURPOSE AND AMOUNT OF FUNDS REQUESTED NONE UNITED STATES AREA A PLACE FOR YOU 220 3RD AVENUE SOUTHEAST PINE CITY MN 55063 NONE PC GENERAL FUND 1000 AMERICAN RED CROSS 1201 WEST RIVER PARKWAY MINNEAPOLIS MN 55454 NONE PC GENERAL FUND 2500 ANDOVER WRESTLING CLUB 2115 ANDOVER BOULEVARD NORTHWEST ANDOVER MN 55304 NONE PC GENERAL FUND 100 ANGEL FOUNDATION 1155 CENTRE POINTE DRIVE SUITE 7 MENDOTA HEIGHTS MN 55120 NONE PC GENERAL FUND 500 BILLY GRAHAM ASSOCIATION 1 BILLY GRAHAM PARKWAY CHARLOTTE NC 28201 NONE PC GENERAL FUND 1000 CSF SCHOLARSHIP FUND 8 WEST 38TH STREET 9TH FLOOR NEW YORK NY 10018 NONE PC GENERAL FUND 70000 CANVAS HEALTH 26079 GOODVIEW AVENUE WYOMING MN 55092 NONE PC GENERAL FUND 2500 CENTENNIAL FIRE DEPARTMENT 2 EAST ROAD CIRCLE PINES MN 55014 NONE PC GENERAL FUND 2700 CHANHASSEN ROTARY CLUB PO BOX 1074 CHANHASSEN MN 55317 NONE PC GENERAL FUND 2000 CHILDRENS PERFORMING ARTS PO BOX 141 FOREST LAKE MN 55025 NONE PC GENERAL FUND 2500 CHISAGO LAKES FISHING TEAM 10639 HAYES STREET CHISAGO CITY MN 55013 NONE PC GENERAL FUND 1000 CHISAGO LAKES ICE ARENA PO BOX 472 LINDSTROM MN 55045 NONE PC GENERAL FUND 5000 CHISAGO-LINDSTROM LAKES ASSOCIATION PO BOX 283 LINDSTROM MN 55045 NONE PC GENERAL FUND 10000 CITY OF FOREST LAKE 1408 LAKE STREET SOUTH FOREST LAKE MN 55025 NONE PC GENERAL FUND 50000 COMMUNITY SCHOLARSHIP FOUNDATION 10059 NORTH SHORE TRAIL FOREST LAKE MN 55025 NONE PC GENERAL FUND 500 CROSSROADS CHURCH 17445 NOTRE DAME STREET NORTHEAST COLUMBUS MN 55025 NONE PC GENERAL FUND 36000 DOWN SYNDROME ASSOCIATION 656 TRANSFER ROAD ST PAUL MN 55114 NONE PC GENERAL FUND 2400 EAGLE BROOK CHURCH 7775 20TH AVENUE NORTH LINO LAKES MN 55038 NONE PC GENERAL FUND 2500 ELIM LUTHERAN CHURCH 3978 W BROADWAY AVENUE ROBBINSDALE MN 55422 NONE PC GENERAL FUND 10000 FAITH LUTHERAN CHURCH 886 N SHORE DRIVE FOREST LAKE MN 55025 NONE PC GENERAL FUND 2500 FOGERTY ICE ARENA 9250 LINCOLN STREET NORTHEAST BLAINE MN 55434 NONE PC GENERAL FUND 5000 FOREST LAKE AMERICAN LEGION POST 225 355 WEST BROADWAY AVENUE FOREST LAKE MN 55025 NONE PC GENERAL FUND 2500 FOREST LAKE CHAMBER PO BOX 474 FOREST LAKE MN 55025 NONE PC GENERAL FUND 3400 FOREST LAKE FISHING TEAM 6100 NORTH 210TH STREET FOREST LAKE MN 55025 NONE PC GENERAL FUND 2000 FOREST LAKE LAKE ASSOCIATION PO BOX 61 FOREST LAKE MN 55025 NONE PC GENERAL FUND 9375 FOREST LAKE ROTARY CLUB PO BOX 15 FOREST LAKE MN 55025 NONE PC GENERAL FUND 2500 FOREST LAKE SAFETY CAMP 1408 LAKE STREET SOUTH FOREST LAKE MN 55025 NONE PC GENERAL FUND 2500 FOREST LAKE SCHOOL DISTRICT 831 6100 NORTH 210TH STREET FOREST LAKE MN 55025 NONE PC GENERAL FUND 27025 GRACE ALLIANCE CHURCH 432 11TH AVENUE SOUTHEAST FOREST LAKE MN 55025 NONE PC GENERAL FUND 2500 HALLBERG CENTER FOR THE ARTS 5521 EAST VIKING BOULEVARD WYOMING MN 55092 NONE PC GENERAL FUND 3100 HALLBERG INC PO BOX 277 WYOMING MN 55092 NONE PC GENERAL FUND 50000 HALLBERG MARINE PO BOX 277 WYOMING MN 55092 NONE PC GENERAL FUND 50000 HALLBERG STORAGE PO BOX 277 WYOMING MN 55092 NONE PC GENERAL FUND 50000 LAKE CENTER FOR YOUTH AND FAMILIES 20 LAKE STREET NORTH SUITE 103 FOREST LAKE MN 55025 NONE PC GENERAL FUND 10000 LINWOOD COVENANT CHURCH 6565 VIKING BOULEVARD NORTHEAST WYOMING MN 55092 NONE PC GENERAL FUND 19000 MUSKE COMMUNITY SUPPORT FOUNDATION 920 WEST BROADWAY AVENUE FOREST LAKE MN 55025 NONE PC GENERAL FUND 1500 NATIONAL CHILD SAFETY COUNCIL PO BOX 1369 JACKSON MI 46204 NONE PC GENERAL FUND 500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 NONE PC GENERAL FUND 2000 ORDWAY ARTS CENTER 345 WASHINGTON STREET ST PAUL MN 55102 NONE PC GENERAL FUND 7500 SHELTER BOX 8374 MARKET STREET 203 LAKEWOOD RANCH FL 34202 NONE PC GENERAL FUND 2000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC GENERAL FUND 2000 ST PETER'S CATHOLIC CHURCH 1250 SOUTH SHORE DRIVE FOREST LAKE MN 55025 NONE PC GENERAL FUND 2300 STACY LIONS CLUB PO BOX 1 STACY MN 55079 NONE PC GENERAL FUND 1000 STACY-LENT FIRE DEPARTMENT PO BOX 123 STACY MN 55079 NONE PC GENERAL FUND 300 STEINWAY FOUNDATION 3221 MCKELVEY ROAD BRIDGETON MO 63044 NONE PC GENERAL FUND 2000 TEFLA 6100 NORTH 210TH STREET FOREST LAKE MN 55025 NONE PC GENERAL FUND 12500 THE COMMUNITY CHURCH 19850 FENWAY AVENUE NORTH FOREST LAKE MN 55025 NONE PC GENERAL FUND 2500 WYOMING CREATIVE ARTS 5521 EAST VIKING BOULEVARD WYOMING MN 55092 NONE PC GENERAL FUND 12500 WYOMING METHODIST CHURCH 5459 EAST VIKING BOULEVARD WYOMING MN 55092 NONE PC GENERAL FUND 2500 WYOMING STAGECOACH DAYS 26885 FOREST BOULEVARD WYOMING MN 55092 NONE PC GENERAL FUND 2000 496700 0 14 886 14 82782 18 118438 0 202106 0 202106 0 0 0 0 0 0 0 0 0 0 X X 1 EUGENE HALLBERG PO BOX 130 FOREST LAKE MN 55025 250000 X 2 HALLBERG INC PO BOX 277 WYOMING MN 55092 50000 X 3 HALLBERG MARINE PO BOX 277 WYOMING MN 55092 50000 X 4 HALLBERG STORAGE PO BOX 277 WYOMING MN 55092 50000 X 5 AUSTIN HALLBERG 1760 STILLWATER STREET WHITE BEAR LAKE MN 55110 4998 X 6 HALLBERG INC PO BOX 277 WYOMING MN 55092 247153 X 5 14 SHARES OF HOME DEPOT INC 4998 2025-12-15 6 406 SHARES OF VANGUARD S&P 500 INDEX 247153 2025-10-14 PROFESSIONAL FEES 3261 3261 0 HOME DEPOT INC AT COST 923 8947 INVESCO QQQ AT COST 64106 1130330 ISHARES CORE S&P US GROWTH AT COST 101827 440843 ISHARE MSCI EAFE MIN VOLATILITY AT COST 71560 86250 ISHARESMSCI USA MIN VOLATILITY AT COST 124048 258940 ISHARES MSCI USA MOMENTUM FACTOR AT COST 189520 252813 ISHARES US EQUITY FACTOR AT COST 194011 399223 ISHARES CORE MSCI EAFE AT COST 71659 100643 ISHARES CORE S&P MID CAP AT COST 64881 158400 ISHARES MSCI EAFE AT COST 81129 138763 ISHARES RUSSELL MID CAP AT COST 74672 309989 ISHARES S&P SMALL CAP 600 VALUE AT COST 66164 250184 ISHARES S&P SMALL CAP 600 GROWTH AT COST 75983 324668 SECTOR CONSUMER STAPLES SELECT AT COST 92093 144485 SECTOR INDUSTRIAL SELECT SECTOR SPDR AT COST 93742 143486 SELECT UTILITIES SELECT SECTOR SPDR AT COST 146841 218146 SPDR DOW JONES INDUSTRIAL AVERAGE AT COST 84545 418096 SPDR S&P 500 AT COST 256083 905590 SPDR SERIES TRUST S&P DIVIDEND AT COST 153637 269275 VANGUARD HEALTHCARE AT COST 144164 213009 VANGUARD S&P 500 INDEX AT COST 96316 254615 COST BASIS ADJUSTMENT AT COST 50361 0 MN FILING FEE 25 25 0 FEDERAL TAXES 2142 0 0