2026-08-18T09:02:23-05:00 2025-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 2763 CENTURY BOULEVARD READING PA 196103346 990PF 2025-01-01 452551105 JOHN R POST FAMILY CHARITABLE C/O MARYANNE H POST JOHN 6104881011 PO BOX A STRAUSSTOWN PA 19559 JOHN R POST TRUSTEE 6104881011 2026-07-31 1 CHARLES BEZLER P00193859 6103781175 2025 2025-03-06 01:10:19Z X 1090232 X X 30110 30110 30524 176113 30524 60634 60634 0 0 0 2250 0 2250 7425 770 0 6242 6242 0 15917 7012 2250 42820 42820 58737 7012 45070 1897 53622 79938 9145 9145 891546 964392 1081087 971484 973537 1090232 0 0 X 0 0 0 0 971484 973537 971484 973537 971484 973537 971484 1897 156 973537 0 973537 CHARLES SCHWAB ST P 2025-01-01 2025-12-31 8186 8147 39 39 CHARLES SCHWAB LT P 2024-01-01 2025-12-31 167908 137442 30466 30466 CAPITAL GAINS DIVIDENDS P 19 19 19 30524 745 0 745 0 745 3480 0 0 0 3480 0 2735 2735 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A MARYANN H POST 6104881011 1133 READING BOULEVARD WYOMISSING PA 19610 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN R POST PO BOX A STRAUSSTOWN PA 19559 TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 NONE 0 0 0 992046 57560 0 1049606 0 0 1049606 15744 1033862 51693 51693 745 745 50948 0 50948 0 50948 45070 0 45070 50948 42821 0 0 45070 42821 0 0 2249 0 0 0 0 0 0 0 0 48699 0 0 0 JOHN R POST X BERKS CATHOLIC HIGH SCHOOL 955 E WYOMISSING BOULEVARD READING PA 19611 PF CHARITABLE ASSISTANCE 10000 SACRED HEART CHURCH PO BOX 6217 READING PA 19610 PF CHARITABLE ASSISTANCE 16410 SACRED HEART SCHOOL 710 FRANKLIN STREET WEST READING PA 19611 PF CHARITABLE ASSISTANCE 16410 42820 0 14 30110 18 30524 0 60634 0 60634 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2250 0 2250 NONE 0 AVANTIS EMERGING MARKETS EQ ETF AT COST 50177 66853 AVANTIS INTERNATIONAL SML CP VL ETF AT COST 32620 47173 DIMENSIONAL INTERNATIONAL VAL ETF AT COST 20486 28144 DIMENSIONAL US MARKETWID VALUE ETF AT COST 115717 135903 DIMENSIONAL US SMALL CAP VALU ETF AT COST 72994 80317 DIMENSIONAL GLOBAL REAL ESTATE ETF AT COST 30154 31704 JPMORGAN INCOME ETF AT COST 36614 37356 JPMORGAN U.S. QUALITY FACTOR AT COST 45723 52692 VANGUARD EMERGING MKT GOV BND ETF IV AT COST 18860 20094 VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 21380 26862 VANGUARD SHRT INF PROT SEC INDEX ETF AT COST 37843 39172 VANGUARD TOTAL BOND MARKET ETF AT COST 164346 168509 VANGUARD TOTAL INTERNATL BND ETF IV AT COST 66216 65329 VANGUARD TOTAL STOCK MARKET ETF AT COST 93814 121368 DFA SHORT-DURATION REAL RETURN INSTL AT COST 3900 3734 DIMENSIONAL SHRT DRT FXD INCM ETF AT COST 12018 12035 DIMENSIONAL US LARGE CAP VALUE ETF AT COST 9620 10058 DIMENSIONAL INTERN HIGH PROFIT ETF AT COST 51510 53641 GUGGENHEIM TOTAL RETURN BOND INSTL AT COST 23000 22833 VANGUARD SHORT-TERM INVESTMENT-GRADE 1 AT COST 52000 51880 PIMCO INCOME INSTL AT COST 5400 5430 INVESTMENT FEE 6242 6242 0 UNREALIZED GAIN 156 FOREIGN TAX PAID 770 770 0 FEDERAL TAXES PAID 6655 0 0