2026-08-07T09:01:39-04:00 2026-05-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 Indianapolis IN 46240 990PF 2025-06-01 356398629 DR FERRELL DUNN MEMORIAL FUND TRUST 002429 DUNN 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 FIRST MERCHANT PWA FID. TAX MGR 7657471500 2026-07-14 true CASSE TATE P01271193 3175802000 2026-07-14 2025 2025-03-06 01:10:19Z X 627708 X 18137 18137 18754 35226 18754 0 36891 36891 7246 2174 5072 0 0 0 0 0 0 2270 0 0 2270 0 0 154 154 0 0 0 0 0 0 0 9670 2328 0 7342 29097 29097 38767 2328 0 36439 -1876 34563 0 24659 23912 23912 0 0 0 256660 266407 267221 163484 151716 319334 16206 17098 17241 0 461009 459133 627708 0 X 461009 459133 461009 459133 461009 459133 461009 -1876 0 459133 0 459133 10. AVANTIS US SMALL CAP 2025-02-25 2026-03-10 1086 934 152 152 106.295 FIDELITY CONTRAFUND 2015-12-03 2026-03-10 2567 1103 1464 1464 13.155 GMO S/C QUALITY FD CL I 2025-02-25 2026-03-10 325 303 22 22 11.308 JANUS ENTERPRISE CL I 2024-01-17 2026-03-10 1556 1459 97 97 84.158 MFS MIDCAP VALUE R6 2024-01-17 2026-03-10 2692 2515 177 177 238.665 SCHWAB FUNDAMENTAL INT'L L/CINSTITUTIONASHARES 2024-01-17 2026-03-10 3601 2418 1183 1183 112. GMO INT'L ETF 2025-02-25 2026-03-10 4057 2948 1109 1109 1.034 VANGUARD EQUITY INCOME FUND ADMIRAL CLAS 2010-12-08 2026-03-10 99 43 56 56 12.341 VANGUARD MIDCAP INDEX FUND ADMIRAL CLASS 2024-01-17 2026-03-10 4514 3454 1060 1060 10.675 VANGUARD 500 INDEX FUND ADMIRAL CLASS 2012-01-27 2026-03-10 6698 1295 5403 5403 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 CAPITAL GAIN DIVIDENDS P 8031 18754 480 0 480 0 480 892 0 0 892 0 412 412 0 false false false false false false false true true IN true false false false false true FIRST MERCHANTS PRIVATE WEALTH ADVISORS 7657471500 200 EAST JACKSON STREET MUNCIE IN 47305 false false false false true false false false false false false false false false false true false false false false false false false FIRST MERCHANTS PRIVATE WEALTH ADVI ORS 200 EAST JACKSON STREET MUNCIE IN 47305 TRUSTEE 1 7246 NONE 0 NONE 0 587502 19150 0 606652 0 0 606652 9100 597552 29878 29878 480 480 29398 0 29398 0 29398 36439 0 0 0 0 36439 29398 0 0 0 2183 7611 19549 15871 45214 36439 0 0 0 29398 7041 0 0 52255 0 0 0 0 0 0 0 52255 2183 7611 19549 15871 7041 NONE NONE FIRST MERCHANTS PRIVATE WEALTH ADVI 200 EAST JACKSON STREET MUNCIE IN 47305 7657411500 SCHOLARSHIP APPLICATION FORMS APRIL 1ST OF EACH CALENDAR YEAR GRADUATES OF HIGH SCHOOLS LOCATED IN DELAWARE COUNTY INDIANA WHICH ARE ENROLLED IN ANY ACCREDITED PRE-MEDICAL AND/OR MEDICALSCHOOLS IN THE UNITED STATES. RISHA MEHTA & MARION UNIVERSITY TOM AND JULIE WOOD COLLEGE INDIANAPOLIS IN 46222 NONE I SCHOLARSHIP 29097 29097 14 18137 18 18754 36891 36891 false false false false false false false false false false TAX PREPARATION FEE 2270 2270 NORTH ULT-SH FIX INC 17098 17241 PZENA EMERGING MKT 9726 13181 WCM FOCUSED EMRG MKT 3707 6368 MORGAN STANLEY INTL 8169 10374 SCHWAB FDMTL INTL LC 10085 16586 VANGUARD INTL GR ADM 9223 10758 FIDELITY CONTRAFUND 18439 51604 VANGUARD EQUITY 20486 49428 VANGUARD 500 INDEX A 15445 89187 JANUS ENTERPRISE 11064 13046 MFS MIDCAP VALUE R6 10809 12220 VANGUARD MID-CAP AD 10806 15097 GMO S/C QUALITY FD CL I 5388 6050 GMO INT'L ETF 10896 15831 AVANTIS US SMALL CAP 7473 9604 266407 267221 FOREIGN TAXES ON QUALIFIED FOR 116 116 0 FOREIGN TAXES ON NONQUALIFIED 38 38 0