2026-05-04T09:01:07-05:00 2025-12-31 TRUST POINT INC 230 FRONT STREET NORTH La Crosse WI 54601 990PF 2025-01-01 411961022 TANKENOFF JAMES & PAULA FAM FDN AGY TANK 6087821148 230 FRONT STREET NORTH LA CROSSE WI 54601 JAMES TANKENOFF PRESIDENT/CEO 6087821148 2026-04-07 true TRUST POINT INC 6087821148 2026-04-07 2025 2025-03-06 01:10:19Z X 42763 X 1739 1739 753 11490 753 0 2492 2492 0 0 0 0 0 0 1000 0 0 1000 305 305 0 0 27 27 0 0 0 0 0 0 0 25 25 1357 332 0 1025 9000 9000 10357 332 0 10025 -7865 2160 0 9258 1211 1211 0 0 0 0 33218 33405 41552 42476 34616 42763 0 X 42476 34616 42476 34616 42476 34616 42476 -7865 5 34616 0 34616 6.471 CONESTOGA SMALL CAP INST 2024-02-22 2025-03-20 462 472 -10 -10 43. ISHARES CORE 1-5 YEAR BOND ETF 2022-08-16 2025-03-20 2074 2046 28 28 134.462 VANGUARD SHORT TERM TREASURY ADM 2023-02-24 2025-03-20 1328 1324 4 4 37.204 VANGUARD MORTGAGE-BACKED SECURITIES INDE 2023-02-24 2025-03-20 689 727 -38 -38 14.755 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-02-22 2025-03-20 409 432 -23 -23 8.076 CONESTOGA SMALL CAP INST 2024-02-22 2025-05-12 607 452 155 155 5.552 VANGUARD LARGE CAP INDEX ADM 2025-03-20 2025-05-12 753 755 -2 -2 3.371 VANGUARD MID CAP INDEX ADMIRAL 2025-03-20 2025-05-12 1124 1130 -6 -6 20.22 WILLIAM BLAIR SMALL CAP VALUE CLASS I 2024-02-22 2025-05-12 559 494 65 65 8. WISDOMTREE US QUALITY GROWTH ETF 2024-04-30 2025-05-12 384 317 67 67 138.372 FIDELITY U.S. BOND INDEX FUND 2022-08-16 2025-09-25 1458 1512 -54 -54 86.721 GLENMEDE SECURED OPTIONS I 2022-07-25 2025-09-25 1263 1076 187 187 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 CAPITAL GAIN DIVIDENDS P 380 753 30 0 30 0 30 28 0 0 28 0 2 0 0 false false false false false false false true true MN true false false false false true JAMES TANKENOFF 9529441222 659 WILLOUGHBY WAY EAST MINNETONKA MN 55305 false false false false false false false false false false false false false false false false false false false false false JAMES TANKENOFF 659 Willoughby Way East Minnetonka MN 55305 PRESIDENT/CFO/DIRECTOR 1 0 NONE 0 NONE 0 48000 0 0 48000 0 0 48000 720 47280 2364 2364 30 30 2334 0 2334 0 2334 10025 0 0 0 0 10025 2334 0 0 5769 13234 10078 14832 4656 48569 10025 0 0 0 2334 7691 0 0 56260 0 0 0 0 0 0 5769 50491 13234 10078 14832 4656 7691 X SHOLOM FOUNDATION 3610 PHILIPS PKWY ST LOUIS PARK MN 554269922 NONE PC ANNUAL DRIVE 4000 TEMPLE ISRAEL 2323 FREMONT AVENUE SOUTH MINNEAPOLIS MN 55405 NONE PC MINISTRY 5000 9000 14 1739 18 753 2492 2492 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1000 1000 OTHER NON-ALLOCABLE EXPENSE - 25 0 25 ACCRUED INCOME/LOSS ADJUSTMENT 5 CUSTODIAN & MANAGEMENT FEES (A 305 305 FEDERAL ESTIMATES - PRINCIPAL 7 7 0 FOREIGN TAXES ON QUALIFIED FOR 19 19 0 FOREIGN TAXES ON NONQUALIFIED 1 1 0