2026-04-16T14:01:39-05:00 2025-12-31 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2025-01-01 556015578 MELVIN B SPRIGG TRUST SPRI 8042737445 PO BOX 919798 ORLANDO FL 328919798 TRUIST BANK DIRECTOR 8042737445 2026-03-30 true RICHARD RALEIGH P00382844 4014573839 2026-03-30 2025 2025-03-06 01:10:19Z X 1796812 X 42709 42421 82622 1107577 82622 0 1948 127279 125043 12137 6068 60689 0 0 0 0 0 0 1500 0 0 1500 0 0 532 532 0 0 0 0 0 0 0 214 214 14383 6600 0 62403 64500 64500 78883 6600 0 126903 48396 118443 0 227 59511 75319 75319 0 0 0 227334 250358 252429 1168777 1178352 1469063 378 378 1 1456227 1504407 1796812 0 X 1456227 1504407 1456227 1504407 1456227 1504407 1456227 48396 186 1504809 402 1504407 337. ISHARES CORE TOTAL US BOND MKT ETF 2024-01-12 2025-01-10 32342 33419 -1077 -1077 264. ISHARES CORE TOTAL US BOND MKT ETF 2023-12-28 2025-01-10 25336 26289 -953 -953 663. ISHARES 5-10Y INV GRADE CORP ETF 2024-10-08 2025-01-10 33789 35115 -1326 -1326 1870.405 GQG PART EMERG MKTS EQ-INST 2023-03-01 2025-02-24 30544 24016 6528 6528 395. ISHARES 20+ YEAR TREASURY BOND ETF 2025-01-10 2025-03-31 35914 33749 2165 2165 82. ISHARES 20+ YEAR TREASURY BOND ETF 2023-10-26 2025-03-31 7456 6861 595 595 1946.572 JOHCM INTERNATIONAL SEL-INST 2023-03-01 2025-04-01 45005 41170 3835 3835 477. ISHARES 20+ YEAR TREASURY BOND ETF 2023-10-26 2025-04-04 44527 39908 4619 4619 707. ISHARES BARCLAYS 1-3 YR TREASURY BD 2025-01-10 2025-04-07 58485 57889 596 596 327. T ROWE PRICE INTEGRATED U.S. 2024-10-10 2025-04-09 12724 15565 -2841 -2841 666. VANGUARD INTL EQUITY IDX EMR MKT ETF 2025-02-24 2025-04-09 26733 30498 -3765 -3765 364. ISHARES BARCLAYS 3-7 YR TREASURY BD 2025-03-31 2025-05-13 42644 43027 -383 -383 855. HARTFORD DVDND & GRWTH-F 2025-05-29 28651 27263 1388 1388 432. VANGUARD RUSSELL 1000 GROWTH ETF 2024-10-08 2025-06-02 44633 41750 2883 2883 981.407 DFA US SMALL CAP PORTFOLIO 2023-03-01 2025-06-03 45979 41170 4809 4809 2423. GOLDMAN SACHS GQP PRT INTL-R6 2025-06-03 54081 51120 2961 2961 316.916 FULLERTHALER BEHAVIORAL SMID COR-R6 2025-06-03 2025-06-09 11634 11517 117 117 2097.868 DFA INTERNATIONAL CORE EQUITY 2 2025-06-03 2025-06-09 38370 38097 273 273 20. ISHARES CORE S&P 500 ETF 2024-02-20 2025-06-09 12065 9968 2097 2097 347. ISHARES S&P 500 VALUE ETF 2024-01-12 2025-06-09 66687 60222 6465 6465 792. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL 2025-07-08 72472 72474 -2 -2 145. VANGUARD RUSSELL 1000 GROWTH ETF 2025-07-08 15845 13110 2735 2735 255. VANGUARD RUSSELL 1000 GROWTH ETF 2024-01-12 2025-07-08 27866 20074 7792 7792 70.142 ARTISAN INTL VALUE FUND-INS 2025-06-09 2025-07-30 3700 3664 36 36 36.988 FULLERTHALER BEHAVIORAL SMID COR-R6 2025-06-03 2025-07-30 1400 1344 56 56 30.346 COHEN & STEERS REALTY SHARES INSTITUTION 2025-06-09 2025-07-30 1500 1498 2 2 141.535 DFA INTERNATIONAL CORE EQUITY 2 2025-06-03 2025-07-30 2600 2570 30 30 697.306 DODGE & COX INCOME FUND 2021-05-24 2025-07-30 8800 9958 -1158 -1158 70.939 EATON VANCE-ATLANTA SMID-R6 2025-06-09 2025-07-30 3000 2891 109 109 118.635 HARTFORD DVDND & GRWTH-F 2025-07-08 2025-07-30 4100 4114 -14 -14 24. ISHARES CORE S&P 500 ETF 2025-07-30 15259 11678 3581 3581 65. ISHARES CORE TOTAL US BOND MKT ETF 2024-01-12 2025-07-30 6407 6446 -39 -39 19. ISHARES 20+ YEAR TREASURY BOND ETF 2025-05-13 2025-07-30 1649 1631 18 18 17. ISHARES BARCLAYS 7-10 YR TREASURY BD 2025-04-04 2025-07-30 1612 1650 -38 -38 115. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-06-02 2025-07-30 6508 6454 54 54 36. VANGUARD INSTL INDEX ETF 2025-07-08 2025-07-30 2721 2714 7 7 49. VANGUARD RUSSELL 1000 GROWTH ETF 2024-01-12 2025-07-30 5535 3857 1678 1678 1140.768 ARTISAN INTL VALUE FUND-INS 2025-12-23 61533 56784 4749 4749 666.165 ARTISAN INTL VALUE FUND-INS 2023-03-01 2025-12-23 35933 27446 8487 8487 58.828 EATON VANCE-ATLANTA SMID-R6 2025-06-09 2025-12-23 2223 2397 -174 -174 1747.949 EATON VANCE-ATLANTA SMID-R6 2023-03-01 2025-12-23 66038 61755 4283 4283 422. ISHARES CORE TOTAL US BOND MKT ETF 2025-12-30 42213 41833 380 380 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 CAPITAL GAIN DIVIDENDS P 21064 82622 1646 0 1646 0 1646 1432 0 0 1432 0 214 0 0 false false false false false false false true true WV true false false false false true TRUIST BANK 8042737445 PO BOX 919798 ORLANDO FL 32891 X false false false false true false false false false false false false false false false false false false false false false false TRUIST BANK PO BOX 919798 ORLANDO FL 32891 TRUSTEE 1 12137 NONE 0 NONE 0 1659316 57082 1 1716399 0 0 1716399 25746 1690653 84533 84533 1646 1646 82887 0 82887 0 82887 126903 0 0 0 0 126903 82887 64429 0 0 0 0 0 0 0 126903 64429 0 0 62474 0 0 0 0 0 0 0 0 20413 0 0 0 0 0 0 0 0 NONE NONE PATRICIA WATSON 496 HIGH ST SUITE 300 MORGANTOWN WV 26505 3042852361 WRITTEN APPLICATION - ATTACH COPY OF IRS EXEMPTION LETTER, COPY OF PRIOR YEAR FINANCIAL REPORT CERTIFIED BY PRACTICING PUBLIC ACCOUNTANT. SUBMIT REQUEST BY MARCH 15 CHARITABLE ORGANIZATIONS LOCATED IN LEWIS CONTY, WV ENGAGED IN PROVIDING AND MAINTAINING FACILITIES FOR THE MEDICAL, CLINICAL OR HOSPITAL CARE AND TREATMENT OF SICK & AFFLICTED AMERICAN RED CROSS 1299 PINEVIEW DR STE 300 MORGANTOWN WV 26505 NONE PC GENERAL OPERATIONS 4500 STONEWALL JACKSON MEMORIAL HOSPITAL 230 HOSPITAL PLAZA WESTON WV 26452 NONE PC GENERAL OPERATING 10000 LEWIS COUNTY SENIOR CITIZENS CENTER INC 171 W SECOND ST WESTON WV 26452 NONE PC GENERAL OPERATING 50000 64500 14 42709 18 82622 FEDERAL TAX REFUND 1 1948 127279 127279 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 464287226 ISHARES CORE US AGGR 124428 126448 464287432 ISHARES 20+ YEAR TRE 66460 66939 464287440 ISHARES 7-10 YEAR TR 59470 59042 256210105 DODGE & COX INCOME F AT COST 230826 231875 00771X419 GQG PARTNERS EMERGIN 04314H857 ARTISAN INTERNATIONA 19247U106 COHEN & STEERS INSTI AT COST 34321 35686 233203371 DFA INTERNATIONAL CO AT COST 151936 169981 233203843 DFA US SMALL CAP POR 277902235 EATON VANCE ATLANTA 41664T669 HARTFORD DIVIDEND & AT COST 93835 103460 464287200 ISHARES CORE S&P 500 AT COST 255289 412334 46653M849 JOHCM INTERNATIONAL 92206C680 VANGUARD RUSSELL 100 AT COST 81976 155840 464287408 ISHARES S&P 500 VALU 464288638 ISHARES 5-10 YEAR IN 87283A102 T. ROWE PRICE QM US 921943858 VANGUARD FTSE DEVELO AT COST 159535 186848 14064D451 FULLERTHALER BEHAVIO AT COST 63337 66043 922040845 VANGUARD INSTL INDEX AT COST 69807 69848 922908629 VANGUARD INDEX FUND AT COST 37490 37148 GS0001059 GEORGE MOSES-OIL & G 378 378 1 2025 TRANSACTIONS POSTED IN 2026 194 RETURN OF CAPITAL ADJUSTMENT 208 OTHER ALLOCABLE EXPENSE-PRINCI 214 0 214 FEDERAL TAX REFUND 1948 0 2024 TRANSACTIONS POSTED IN 2025 186 REAL ESTATE TAX ON NON-RENTAL 5 5 0 FOREIGN TAXES ON QUALIFIED FOR 438 438 0 FOREIGN TAXES ON NONQUALIFIED 89 89 0