2026-09-03T08:39:01-05:00 2026-06-30 540505857 McGuireWoods LLP PO Box 397 Richmond VA 232180397 990PF 2025-07-01 546500526 The Gloria Wille Bell and Carlos R Bell Charitable Trust GLOR 8047751047 P O Box 397 Richmond VA 232180397 Benjamin S Candland Trustee 8047751047 2026-09-03 1 Michele A W McKinnon P01319465 8047751047 2025 X 4186180 X X 119828 119828 197977 611573 197977 317805 317805 0 0 0 196544 19654 176890 23769 0 0 2803 0 0 923 0 923 224039 19654 177813 160000 160000 384039 19654 337813 -66234 298151 280678 87841 87841 2305830 0 0 634951 3067388 4098339 3221459 3155229 4186180 0 0 X 0 0 0 0 3221459 3155229 3221459 3155229 3221459 3155229 3221459 -66234 4 3155229 0 3155229 Nominee, Charles Schwab x2353 P 610095 413596 196499 196499 Capital Gains Dividends P 1478 1478 1478 197977 4144 0 4144 0 4144 2732 0 0 0 2732 0 1412 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 www.bellscholarship.org Benjamin S Candland Esq 8047751047 PO Box 397 c/o McGuireWoods LLP Richmond VA 232180397 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 Benjamin S Candland c/o McGuireWoods LLP PO Box 397 Richmond VA 232180397 Trustee 2.00 0 0 0 NONE 0 McGuireWoods LLP 800 East Canal Street Richmond VA 232193916 Legal Services/Campus Visit 196544 0 0 3923313 119134 0 4042447 0 0 4042447 60637 3981810 199091 199091 4144 4144 194947 0 194947 0 194947 337813 0 337813 194947 0 0 56524 233826 235488 261237 215836 1002911 337813 0 0 0 194947 142866 0 0 1145777 0 0 0 0 0 0 56524 1089253 233826 235488 261237 215836 142866 X Benjamin S Candland Trustee 800 East Canal Street Richmond VA 232193916 8047751047 bcandland@mcguirewoods.com Applications, including a one page essay can only be submitted online using the www.bellscholarship.org website. The application requests personal information, home address, high school information and top academic accomplishments. February 1 of each year for the upcoming school year. Applicants must have graduated from high school with a grade-point average of at least 3.0; be residents of the Commonwealth of Virginia or one of the following counties in Michigan: Allegan, Barry, Berrien, Branch, Calhoun, Cass, Eaton, Hillsdale, Ingham, Jackson, Kalamazoo, Lenawee, Livingston, Monroe, Oakland, St. Joseph, Van Buren, Washtenaw and Wayne; or be a graduate of New Trier High School in Winnetka, Illinois; or be a graduate of the Chicago public, parochial or private school system; or be a graduate of the Illinois Mathematics and Science Academy in Aurora, Illinois; be a full-time student pursuing an undergraduate degree program in engineering, mathematics, physics, computer science or another related scientific field in the College of Engineering or the College of Literature, Sciences and the Arts at the University of Michigan, Ann Arbor. University of Michigan FBO Angdu Li 2417 West Bross Avenue Chicago IL 60608 None I Scholarship 80000 University of Michigan FBO Jasmin Y 3365 N Central Park Ave Chicago IL 60618 None I Scholarship 80000 160000 0 14 119828 18 197977 0 317805 0 317805 0 0 0 0 0 0 0 0 0 0 Pimco Emerging Mkts LCL AT COST 210498 225750 Pimco International Bond AT COST 135887 135211 T Rowe Price International AT COST 137277 134133 Applied Finance Explorer AT COST 59772 68612 GQG Partners Emerging MA AT COST 118737 123215 Applied Finance AT COST 183598 232203 Avantis Emerging Markets AT COST 94236 146279 Franklin International AT COST 40861 41656 Goldman Sachs Active Beta AT COST 99606 276118 Invesco S&P 500 Equal AT COST 123110 161492 Invesco Total Return Fund AT COST 215842 223804 IPath Bloomberg AT COST 29524 61107 IShares Core MSCI AT COST 95587 144390 IShares Core MSCI Europe AT COST 83290 121700 IShares Core S&P Mid-Cap AT COST 66867 194857 IShares Core S&P 500 AT COST 205792 512990 IShares Core US AT COST 118606 123923 IShares MSCI All Country AT COST 129208 139735 IShares MSCI Australia AT COST 20024 26189 IShares MSCI Eurozone AT COST 147409 192098 IShares MSCI United AT COST 11291 15088 JPMorgan Betabuilders (BBCA) AT COST 22619 33299 JPMorgan Betabuilders (BBJP) AT COST 38963 63185 JPMorgan Core Plus Bond AT COST 216080 224608 JPMorgan International AT COST 136331 138571 Pimco Active Bond AT COST 216143 224716 Vaneck, J. P. Morgan EM AT COST 110230 113410 McGuireWoods LLP - Legal Expense 196544 19654 176890 Bergman Group - Scholarship website 914 0 914 Charles Schwab - Check Fee 9 0 9 Timing/rounding differences 1 Overpayment applied from FYE 6/30/2025 3 Charles Schwab - Investment Management Fees 23769 0 0 Campus Visit 0 0 0 2025 Estimated Taxes 2800 0 0 2024 Excise Tax Due 0 0 0 Overpayment applied FYE 6/30/2025 3 0 0