2026-05-06T17:01:37-04:00 2025-12-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990PF 2025-01-01 352113954 JOHN AND DOROTHY GEYER SCHOLARSHIP FD JOHN 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC ExecDirector 8004962583 2026-04-21 true HEATHER A HAWES P01379658 7327679100 2026-04-21 2025 2025-03-06 01:10:19Z X 2595699 X 83416 83411 74079 323519 74079 0 157495 157490 36730 18365 18365 0 0 0 0 0 0 0 0 2777 803 0 0 0 0 0 0 0 39507 19168 0 18365 101598 101598 141105 19168 0 119963 16390 138322 0 42407 43560 43560 43442 28856 28856 0 0 0 659388 654401 1485630 920984 931481 890536 118257 142817 147117 1784478 1801115 2595699 0 X 1784478 1801115 1784478 1801115 1784478 1801115 1784478 16390 2826 1803694 2579 1801115 215.144 FIDELITY 500 INDEX FUND 2024-12-03 2025-06-05 44464 45299 -835 -835 1307.88 SIX CIRCLES INTL UNCON EQ 2025-01-22 2025-06-05 16872 14570 2302 2302 855.771 SIX CIRCLES INTL UNCON EQ 2025-06-05 11039 9345 1694 1694 65. JPMORGAN BETABUILDERS JAPAN ETF 2020-06-25 2025-08-04 4042 3034 1008 1008 30. JPMORGAN BETABUILDERS CANADA 2019-04-23 2025-08-04 2436 1488 948 948 45. JPMORGAN BETABUILDERS DEVELO 2021-01-25 2025-08-04 2481 2571 -90 -90 24. SPDR TR UNIT SER 1 2014-10-22 2025-08-04 15148 4661 10487 10487 498.723 SIX CIRCLES US UNCONSTR EQ 2025-06-05 2025-08-04 9441 8837 604 604 243.135 SIX CIRCLES US UNCONSTR EQ 2023-06-16 2025-08-04 4603 3299 1304 1304 241. ISHARES TR 7-10 YR TREAS INDEX FD 2025-09-10 23402 24390 -988 -988 1236.31 PIMCO MTGE OPPORTUNITIES IS 2025-09-10 11683 13037 -1354 -1354 76. SPDR TR UNIT SER 1 2014-10-22 2025-10-09 51008 14761 36247 36247 5278.179 SIX CIRCLES CREDIT OPPORT 2025-10-09 47768 46600 1168 1168 902. VANGUARD MORTGAGE-BACKED SEC 2024-12-03 2025-10-09 42291 41608 683 683 134. VANGUARD MORTGAGE-BACKED SEC 2024-12-03 2025-10-09 6277 6181 96 96 124. VANGUARD INT-TERM CORPORATE 2023-12-04 2025-10-09 10386 9759 627 627 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 CAPITAL GAIN DIVIDENDS P 20178 74079 1923 0 1923 0 1923 1592 0 0 1592 0 331 0 0 false false false false false false false true true IN true false false false false true n/a JP MORGAN CHASE BANK NA 8004962583 10 S DEARBORN ST MC IL 1-0111 CHICAGO IL 60603 false false false false true false false false false false false false false false false true false false false false false false false JP MORGAN CHASE BANK NA 10 S DEARBORN STMC IL 1-0111 Chicago IL 60603 trustee 2 36730 NONE 0 NONE 0 NONE NONE 2432506 55194 0 2487700 0 0 2487700 37316 2450384 122519 122519 1923 1923 120596 0 120596 0 120596 119963 0 0 0 0 119963 120596 101589 0 0 0 0 0 0 0 119963 101589 0 0 18374 0 0 0 0 0 0 0 0 102222 0 0 0 0 0 0 0 0 NONE NONE JP MORGAN CHASE BANK N A 10 S DEARBORN IL1-0111 CHICAGO IL 60603 8004962583 www.jpmorgan.com/onlinegrants student aide information, most recent high school or college grade report None Residents of Elkhart County, Indiana MADELYN CULP C/O BALL STATE UNIVERSITY 2000 UNIVERSITY AVE MUNCIE IN 47306 NONE I SCHOLARSHIP 2478 DEVYN CLEMENTS C/O BETHEL UNIVERSITY 1001 BETHEL CIRCLE MISHAWAKA IN 46545 NONE I SCHOLARSHIP 2478 ISABELLA FURFARO C/O INDIANA UNIVERSITY BLOOMINGTON 107 S INDIANA AVE BLOOMINGTON IN 47405 NONE I SCHOLARSHIP 2478 MADISON PERKEY C/O INDIANA UNIVERSITY BLOOMINGTON 107 S INDIANA AVE BLOOMINGTON IN 47405 NONE I SCHOLARSHIP 2478 NATHAN J KULP C/O IVY TECH 590 IVY TECH DR MADISON IN 47250 NONE I SCHOLARSHIP 2478 MEGHAN GRASTY C/O LOYOLA UNIVERSITY CHICAGO 820 N MICHIGAN AVE CHICAGO IL 60611 NONE I SCHOLARSHIP 2478 JULIANA SHIVELEY C/O MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DR HOUGHTON MI 49931 NONE I SCHOLARSHIP 2478 QUINN ROST C/O OLIVET NAZARENE UNIVERSITY ONE UNIVERSITY AVE BOURBONNAIS IL 60914 NONE I SCHOLARSHIP 2478 AVA BARBOUR C/O PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE I SCHOLARSHIP 2478 LOGAN LAFREE C/O PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 47907 NONE I SCHOLARSHIP 2478 ISABELLA J BLACK C/O ST MARYS COLLEGE 132 LE MANS HALL INDIANA RT 933 NOTRE DAME IN 46556 NONE I SCHOLARSHIP 2478 TODD KAUFFMAN C/O TRINE UNIVERSITY 1 UNIVERSITY AVE ANGOLA IN 46703 NONE I SCHOLARSHIP 2478 ALLISON RENEE LONG C/O TRINE UNIVERSITY 1 UNIVERSITY AVE ANGOLA IN 46703 NONE I SCHOLARSHIP 2478 ANNIKA R SCHROCK C/O TRINE UNIVERSITY 1 UNIVERSITY AVE ANGOLA IN 46703 NONE I SCHOLARSHIP 2478 JACOB SHANK C/O BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE I SCHOLARSHIP 2478 BROOKE SANCHEZ C/O TAYLOR UNIVERSITY 236 W READE AVE UPLAND IN 469891001 NONE I SCHOLARSHIP 2478 MAGGIE DAVIS C/O PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 479072040 NONE I SCHOLARSHIP 2478 MAGALY CAZABAL GONZALEZ C/O GOSHEN COLLEGE 1700 S MAIN ST GOSHEN IN 465264794 NONE I SCHOLARSHIP 2478 GABRIELLE VINCENT C/O CEDARVILLE UNIVERSITY 251 N MAIN STREET CEDARVILLE OH 453140601 NONE I SCHOLARSHIP 2478 OLIVIA BONTREGER C/O HUNTINGTON UNIVERSITY 2303 COLLEGE AVE HUNTINGTON IN 46750 NONE I SCHOLARSHIP 2478 KYAH MILLER C/O TAYLOR UNIVERSITY 236 W READE AVE UPLAND IN 469891001 NONE I SCHOLARSHIP 2478 AIDEN HIBBARD C/O CEDARVILLE UNIVERSITY 251 N MAIN STREET CEDARVILLE OH 453140601 NONE I SCHOLARSHIP 2478 FATIME OUSMANE C/O INDIANA UNIVERSITY BLOOMINGTON 107 S INDIANA AVE BLOOMINGTON IN 474057000 NONE I SCHOLARSHIP 2478 MICAH GRABER C/O GRACE COLLEGE 200 SEMINARY DR WINONA LAKE IN 46590 NONE I SCHOLARSHIP 2478 HALEY IMUS C/O PURDUE UNIVERSITY 610 PURDUE MALL WEST LAFAYETTE IN 479072040 NONE I SCHOLARSHIP 2478 SAGE BORKHOLDER C/O INDIANA UNIVERSITY BLOOMINGTON 107 S INDIANA AVE BLOOMINGTON IN 474057000 NONE I SCHOLARSHIP 2478 MORGAN GAWTHROP C/O INDIANA UNIVERSITY FORT WAYNE 2101 E COLISEUM BLVD FORT WAYNE IN 46815 NONE I SCHOLARSHIP 2478 BEAU KALER C/O MANCHESTER UNIVERSITY 604 E COLLEGE AVE NORTH MANCHESTER IN 46962 NONE I SCHOLARSHIP 2478 CHYNZIE HOWELL C/O DOMINICAN UNIVERSITY 7900 W DIVISION ST RIVER FOREST IL 60305 NONE I SCHOLARSHIP 2478 JUSTIN PETTIFOR C/O GRACE COLLEGE AND SEMINARY 200 SEMINARY DR WINONA LAKE IN 46590 NONE I SCHOLARSHIP 2478 SARAH HARMELINK C/O INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON ST MARION IN 469534974 NONE I SCHOLARSHIP 2478 NOORALHWDA ALTIMEEMI C/O BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 NONE I SCHOLARSHIP 2478 OLIVIA GOERTZ C/O HUNTINGTON UNIVERSITY 2303 COLLEGE AVE HUNTINGTON IN 46750 NONE I SCHOLARSHIP 2478 ELLA YODER C/O INDIANA WESLEYAN UNIVERSITY 4201 S WASHINGTON ST MARION IN 469534974 NONE I SCHOLARSHIP 2478 GABRIELLA SCHWINDAMAN C/O BALL STATE UNIVERSITY 2000 UNIVERSITY AVE MUNCIE IN 47306 NONE I SCHOLARSHIP 2478 NATALIE MAY C/O THE UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE I SCHOLARSHIP 2478 BROOKLYN COLLINS C/O INDIANA UNIVERSITY SOUTH BEND 1700 MISHAWAKA AVE SOUTH BEND IN 466347111 NONE I SCHOLARSHIP 2478 ALLYSON M GABRIELSON C/O GOSHEN COLLEGE 1700 S MAIN ST GOSHEN IN 465264794 NONE I SCHOLARSHIP 2478 MYLES MCLAUGHLIN C/O BETHEL UNIVERSITY 1001 BETHEL CIRCLE Mishawaka IN 46545 NONE I SCHOLARSHIP 2478 CHLOE R SMITH C/O BETHEL UNIVERSITY 1001 BETHEL CIRCLE Mishawaka IN 46545 NONE I SCHOLARSHIP 2478 QUINN BECHTEL C/O UNIVERSITY OF CINCINNATI 600 CLIFTON AVE CINCINNATI OH 45221 NONE I SCHOLARSHIP 2478 101598 14 83416 18 74079 157495 157495 false false false false false false false false false false 92203J308 VANGUARD TTL INTL BN 122126 108957 54401E143 LORD ABBETT SHRT DUR 49551 47033 83002G108 SIX CIRCLES ULTR SHR 24237 24303 72201F490 PIMCO INCOME FUND-IN 25386 24191 83002G702 SIX CIRCLES GLOBAL B 432575 403096 83002G884 SIX CIRCLES CREDIT O 48504 50942 92203J407 VANGUARD TOTAL INTL 30536 30200 464287440 ISHARES 7-10 YEAR TR 921937835 VANGUARD TOTAL BOND 73662 74218 92206C870 VANGUARD INT-TERM CO 35944 38274 92206C771 VANGUARD MORTGAGE-BA 25094 25612 46429B267 ISHARES US TREASURY 63866 63710 78462F103 SPDR S&P 500 ETF TRU 172841 750794 315911750 FIDELITY 500 INDEX F 83002G306 SIX CIRCLES US UNCON 198427 335351 83002G405 SIX CIRCLES INTL UNC 143607 209017 46641Q191 JPMORGAN BETABUILDER 38033 39802 46641Q217 JPMORGAN BETABUILDER 44652 65515 46641Q225 JPMORGAN BETABUILDER 25220 47430 46641Q233 JPMORGAN BETABUILDER 31621 37721 09257V508 BLACKSTONE ALT MULTI AT COST 34761 35630 64128R608 NEUBERGER BERM LNG S AT COST 21763 25237 72201U638 PIMCO MRTG OPP & BND AT COST 12468 12535 83002G876 SIX CIRCLES MULTI-ST AT COST 73825 73715 2025 TRANSACTIONS POSTED IN 2026 2576 ROUNDING 3 2024 TRANSACTIONS POSTED IN 2025 2826 FEDERAL TAX PAYMENT - PRIOR YE 382 0 0 FEDERAL ESTIMATES - INCOME 1592 0 0 FOREIGN TAXES ON QUALIFIED FOR 625 625 0 FOREIGN TAXES ON NONQUALIFIED 178 178 0