2026-06-16T10:53:42-05:00 2025-12-31 341878512 CBIZ ADVISORS LLC 19 EAST 200 SOUTH SUITE 1000 SALT LAKE CITY UT 84111 990PF 2025-01-01 208139667 THE WHITTENBURG FOUNDATION WHIT 8019306460 474 N OLD OAK RD SALT LAKE CITY UT 84108 DANIEL WHITTENBURG CHAIRMAN 8019306460 2026-05-13 1 BRIANNA MILLER P01651813 8013649300 2026-05-06 2025 2025-03-06 01:10:19Z X 210424 X 5000 3 3 3303 3303 20606 80515 20606 28912 23912 0 0 0 0 0 1399 0 0 1399 409 409 0 0 79 79 0 0 1887 488 0 1399 3653 3653 5540 488 0 5052 23372 23424 0 29684 31792 31792 25 25 25 117771 140434 178607 147480 172251 210424 2127 3526 2127 3526 X 145353 168725 145353 168725 147480 172251 145353 23372 0 168725 0 168725 LPL FINANCIAL 5912 P 2025-12-31 20726 20164 562 562 LPL FINANCIAL 5912 P 2025-12-31 59789 39745 20044 20044 20606 326 0 326 0 326 0 0 0 0 0 0 326 0 0 0 0 0 0 0 0 0 0 1 1 UT 1 0 0 0 0 1 HTTP://WWW.WHITTENBERGER.ORG DAN WHITTENBURG 8019306460 99 W S TEMPLE UNIT 1202 SALT LAKE CITY UT 84101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL WHITTENBURG 35 E 100 S 1402 SALT LAKE CITY UT 84111 CHAIRMAN 0.00 0 0 0 TERILYN WHITTENBURG 35 E 100 S 1402 SALT LAKE CITY UT 84111 PRESIDENT 0.00 0 0 0 AUSTYN WHITTENBURG 11632 COPPER ROSE WAY SOUTH JORDAN UT 84009 TRUSTEE 0.00 0 0 0 KATE GALLACHER 8917 S SUNRIDGE DR SANDY UT 84093 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 162366 27957 0 190323 0 0 190323 2855 187468 9373 9373 326 326 9047 0 9047 0 9047 5052 0 5052 9047 0 0 3247 6738 6230 3737 19952 5052 0 0 0 5052 0 3995 3995 15957 0 0 0 0 0 0 0 15957 5990 6230 3737 X CANYONS EDUCATION FOUNDATION 9361 S 300 E SANDY UT 84070 NONE NC GENERAL SUPPORT 1250 USANA KIDS EAT 2538 S 3850 W WEST VALLEY UT 84120 NONE NC GENERAL SUPPORT 1000 UTAH BLUES SOCIETY 239 S MAIN STREET SALT LAKE CITY UT 84111 NONE NC GENERAL SUPPORT 1000 GRAPEVINE ORG PO BOX 23752 NEW YORK NY 10087 NONE NC GENERAL SUPPORT 403 3653 0 3 14 3303 180000 20606 20606 3303 3 23912 4 DIVIDEND INCOME 0 0 0 0 0 0 0 0 0 0 X X 1 DANIEL AND TERILYN WHITTENBURG 474 NORTH OLD OAK TOAD SALT LAKE CITY UT 84108 5000 X PROFESSIONAL FEES 1399 0 0 1399 ISHARES TECHNOLOGY ETF 6282 6860 ISHARES MBS ETF 1516 1619 ISHARES CORE TOTAL USD BOND MARKET ETF 10377 10751 ISHARES CORE S&P 500 ETF 6185 17808 ISHARES MSCI EAFE VALUE ETF 9445 12925 ISHARES 20+ YR TREASURY BOND ETF 6166 6100 ISHARES MSCI USA QUALITY FACTOR ETF 4412 7349 ISHARES CORE MSCI EMERGING MARKETS ETF 13991 16133 ISHARES S&P 500 GROWTH ETF 11309 16394 ISHARES MSCI USA MOMENTUM FACTOR ETF 6357 7259 ISHARES S&P 500 VALUE ETF 20646 22904 BLACKROCK ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF 14378 19277 ISHARES GOLD TRUST 3736 5195 ISHARES S&P 100 ETF 12308 13719 ISHARES CORE INTL AGGREGAGTE BOND EFT 3238 3201 ISHARES US AEROSPACE & DEFENSE ETF 3649 3864 ISHARES US THEMATIC ROTATION ACTIVE EFT 6439 7249 LPL FINANCIAL MGMT FEE 409 409 0 0 FOREIGN TAXES PAID 79 79 0 0