2026-04-21T09:01:06-05:00 2025-12-31 390415000 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2025-01-01 396065938 GEORGE POLIVKA TRUST XXXXXX4224 GEOR 230 FRONT STREET NORTH LA CROSSE WI 54601 TRUST POINT INC TRUSTEE 2026-04-21 true CASSIE FELLER 6087821148 2026-04-21 2025 2025-03-06 01:10:19Z X 475126 X 16635 16635 37141 249870 37141 0 53776 53776 4059 4059 0 0 0 0 0 0 2000 0 0 2000 0 0 940 940 0 0 0 0 0 0 0 6999 4999 0 2000 140000 140000 146999 4999 0 142000 -93223 48777 0 12735 13362 13362 0 0 0 469313 375327 461764 482048 388689 475126 0 X 482048 388689 482048 388689 482048 388689 482048 -93223 0 388825 136 388689 417. ISHARES CORE 1-5 YEAR BOND ETF 2022-12-15 2025-02-18 19967 19500 467 467 120.754 CONESTOGA SMALL CAP INST 2024-01-25 2025-04-17 8214 8589 -375 -375 106.962 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-04-17 975 967 8 8 39. ISHARES CORE 1-5 YEAR BOND ETF 2022-12-15 2025-04-17 1880 1824 56 56 322.283 PIMCO INCOME FUND I 2024-01-26 2025-04-17 3403 3410 -7 -7 47.028 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-04-17 860 891 -31 -31 133.076 VANGUARD LARGE CAP INDEX ADM 2024-10-15 2025-04-17 16277 17885 -1608 -1608 42.731 VANGUARD MID CAP INDEX ADMIRAL 2022-12-16 2025-04-17 13000 10860 2140 2140 288.208 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-04-17 7274 8424 -1150 -1150 1239.883 FIDELITY U.S. BOND INDEX FUND 2022-12-16 2025-08-29 12982 12932 50 50 1486.321 GLENMEDE SECURED OPTIONS I 2022-12-16 2025-09-11 21596 17747 3849 3849 548.621 FIDELITY U.S. BOND INDEX FUND 2022-12-16 2025-09-15 5826 5722 104 104 216.346 GQG PARTNERS EMERGING MARKETS EQUITY I 2024-10-10 2025-12-19 3894 3806 88 88 562.43 ARGA EMERGING MARKETS VALUE FUND 2022-12-16 2025-12-19 7902 4949 2953 2953 596.622 AMERICAN BEACON DEVELOPING WORLD INCOME 2022-12-16 2025-12-19 4516 4016 500 500 8.856 CONESTOGA SMALL CAP INST 2024-01-25 2025-12-19 602 630 -28 -28 116.665 AMERICAN FUNDS EUPAC FUND CL F3 2024-10-16 2025-12-19 6979 6897 82 82 927.784 FIDELITY U.S. BOND INDEX FUND 2022-12-16 2025-12-19 9797 9677 120 120 120.537 FIDELITY INFLATION-PROTECTED BOND INDEX 2025-02-19 2025-12-19 1098 1090 8 8 349.795 GLENMEDE SECURED OPTIONS I 2022-12-16 2025-12-19 4894 4177 717 717 585.293 OAKMARK INTERNATIONAL R6 2024-10-17 2025-12-19 18852 15627 3225 3225 49. ISHARES CORE 1-5 YEAR BOND ETF 2022-12-15 2025-12-19 2385 2291 94 94 956.475 PIMCO INCOME FUND I 2024-10-16 2025-12-19 10502 10217 285 285 62. VANGUARD DIVIDEND APPRECIATION ETF 2022-12-15 2025-12-19 13684 9517 4167 4167 70.098 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-02 2025-12-19 1317 1328 -11 -11 141.451 VANGUARD LARGE CAP INDEX ADM 2022-12-16 2025-12-19 22503 12547 9956 9956 19.98 VANGUARD MID CAP INDEX ADMIRAL 2024-10-17 2025-12-19 7251 6663 588 588 111.448 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-01-25 2025-12-19 3365 3139 226 226 182. WISDOMTREE US QUALITY GROWTH ETF 2024-03-18 2025-12-19 10650 7407 3243 3243 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 CAPITAL GAIN DIVIDENDS P 7425 37141 678 0 678 0 678 360 0 0 360 0 318 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 North La Crosse WI 54601 Trustee 1 4059 NONE 0 NONE 0 563551 0 0 563551 0 0 563551 8453 555098 27755 27755 678 678 27077 0 27077 0 27077 142000 0 0 0 0 142000 27077 24404 0 0 0 0 0 0 0 142000 24404 0 0 27077 90519 0 0 90519 0 0 0 0 0 0 0 90519 0 0 0 0 90519 X GUNDERSEN MOUNDVIEW HOSPITAL AND CLINICS PO BOX 40 FRIENDSHIP WI 53934 NONE PC MEDICAL 140000 140000 14 16635 18 37141 53776 53776 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 2000 2000 ACCRUED INCOME/LOSS 136 FEDERAL TAX PAYMENT - PRIOR YE 196 196 0 FEDERAL ESTIMATES - PRINCIPAL 360 360 0 FOREIGN TAXES ON QUALIFIED FOR 371 371 0 FOREIGN TAXES ON NONQUALIFIED 13 13 0