2026-05-08T14:54:52-05:00 2025-12-31 480841034 LINDBURG VOGEL PIERCE FARIS CHARTERED 2301 N HALSTEAD - P O BOX 2047 HUTCHINSON KS 675042047 990PF 2025-01-01 486332337 WILLIAM M ZEHR & EDITH E ZEHR CHARITABLE TRUST ZEHR 6206942261 PO BOX 913 HUTCHINSON KS 675040913 FIRST NATIONAL BANK OF HUTCHINSON TRUSTEE 6206942261 2026-04-27 1 BILLY J KLUG P00707301 6206690461 2026-04-27 2025 2025-03-06 01:10:19Z X 336077 X X 8793 8793 12091 52836 12091 20884 20884 3753 938 2815 792 0 792 785 0 785 345 99 0 5675 1037 4392 12740 12740 18415 1037 17132 2469 19847 290 340 340 18933 13402 13402 154195 152201 195232 115994 125938 127103 289412 291881 336077 0 0 X 324425 324425 0 0 -35013 -32544 289412 291881 289412 291881 289412 2469 0 291881 0 291881 BNY MELLON DYNAMIC VALUE FUND I P 2025-01-24 2025-08-26 1 1 0 0 BLACKROCK COMMODITY STRATEGIES INSTL P 2021-09-28 2025-03-10 140 147 -7 -7 BLACKROCK COMMODITY STRATEGIES INSTL P 2023-02-27 2025-03-10 120 126 -6 -6 CALAMOS INVT TR NEW EVOLVING WRLD I P 2024-03-06 2025-03-10 315 297 18 18 CALAMOS INVT TR NEW EVOLVING WRLD I P 2024-03-06 2025-08-26 75 56 19 19 CALAMOS INVT TR NEW EVOLVING WRLD I P 2022-08-22 2025-08-26 362 268 94 94 CALAMOS INVT TR NEW EVOLVING WRLD I P 2022-07-06 2025-08-26 133 107 26 26 FEDERATED HERMES MDT MID-CAP GROWTH P 2024-08-21 2025-03-10 222 217 5 5 FEDERATED HERMES MDT MID-CAP GROWTH P 2024-08-21 2025-08-26 374 300 74 74 FEDERATED HERMES MDT LARGE-CAP GROWTH IS P 2024-03-06 2025-03-10 109 101 8 8 FEDERATED HERMES MDT LARGE-CAP GROWTH IS P 2024-03-06 2025-08-26 450 342 108 108 FIDELITY INTERNATIONAL INDEX P 2023-11-20 2025-03-10 359 319 40 40 FIDELITY INTERNATIONAL INDEX P 2023-11-20 2025-08-26 288 226 62 62 FIDELITY EMERGING MARKETS INDEX P 2023-11-20 2025-03-10 33 30 3 3 FIDELITY EMERGING MARKETS INDEX P 2023-11-20 2025-08-26 336 265 71 71 FIDELITY LARGE-CAP GROWTH INDEX P 2023-11-20 2025-03-10 874 699 175 175 FIDELITY LARGE-CAP GROWTH INDEX P 2023-11-20 2025-08-26 2158 1400 758 758 MFS INTERNATIONAL EQUITY R6 P 2022-01-13 2025-03-10 1166 1057 109 109 MFS INTERNATIONAL EQUITY R6 P 2022-01-13 2025-08-26 2571 2158 413 413 MFS INTERNATIONAL EQUITY R6 P 2022-03-01 2025-08-26 2998 2278 720 720 MFS INTERNATIONAL EQUITY R6 P 2022-07-06 2025-08-26 4968 3319 1649 1649 MFS INTERNATIONAL EQUITY R6 P 2023-02-27 2025-08-26 9678 7297 2381 2381 MFS INTERNATIONAL EQUITY R6 P 2023-03-29 2025-08-26 5179 3976 1203 1203 MFS VALUE I P 2023-03-29 2025-01-24 4846 4424 422 422 MFS VALUE I P 2024-03-06 2025-01-24 724 714 10 10 PIMCO RAE US SMALL-CAP INSTL P 2024-11-29 2025-08-26 60 66 -6 -6 CONGRESS SMALL-CAP GROWTH INSTL P 2023-11-20 2025-08-26 541 383 158 158 T. ROWE PRICE MID-CAP VALUE P 2024-08-21 2025-06-23 3688 4211 -523 -523 T. ROWE PRICE MID-CAP VALUE P 2025-03-10 2025-06-23 490 490 0 0 VANGUARD SMALL-CAP VALUE IDX ADM P 2023-11-20 2025-03-10 27 23 4 4 VANGUARD SMALL-CAP VALUE IDX ADM P 2023-11-20 2025-08-26 18 14 4 4 VANGUARD MID-CAP VLAUE INDEX ADM P 2023-10-20 2025-03-10 227 179 48 48 VANGUARD SMALL-CAP GROWTH IDX ADM P 2023-11-20 2025-03-10 84 72 12 12 VANGUARD SMALL-CAP GROWTH IDX ADM P 2023-11-20 2025-08-26 67 50 17 17 VANGUARD MID-CAP GROWTH INDEX P 2023-10-20 2025-03-10 539 418 121 121 VANGUARD MID-CAP GROWTH INDEX P 2023-10-20 2025-08-26 368 240 128 128 VANGUARD MID-CAP GROWTH INDEX P 2024-08-21 2025-08-26 47 39 8 8 VANGUARD VALUE INDEX ADM P 2023-11-20 2025-03-10 1019 836 183 183 VICTORY TRIVALENT INTERNATIONAL SMALL-CAP P 2024-03-06 2025-03-10 291 279 12 12 VICTORY TRIVALENT INTERNATIONAL SMALL-CAP P 2023-02-27 2025-08-26 1906 1325 581 581 VICTORY TRIVALENT INTERNATIONAL SMALL-CAP P 2023-11-20 2025-08-26 1673 1186 487 487 VICTORY TRIVALENT INTERNATIONAL SMALL-CAP P 2024-03-06 2025-08-26 1057 810 247 247 CAPITAL GAINS DIVIDENDS P 2255 2255 2255 12091 276 0 276 0 276 0 0 0 0 0 0 276 0 0 0 0 0 0 0 0 0 0 1 1 KS 1 0 0 0 0 1 N/A FIRST NATIONAL BANK 6206942261 1 NORTH MAIN HUTCHINSON KS 67501 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FIRST NATIONAL BANK PO BOX 913 HUTCHINSON KS 675040913 TRUSTEE 1.00 3753 0 0 NONE 0 NONE 0 0 329084 63 0 329147 0 0 329147 4937 324210 16211 16211 276 276 15935 0 15935 0 15935 17132 0 17132 15935 10529 0 0 17132 10529 0 0 6603 0 0 0 0 0 0 0 0 9332 0 0 0 X BETHEL COLLEGE 300 EAST 27TH NORTH NEWTON KS 67117 N/A NC FINANCIAL AID TO STUDENT NURSES 2548 BOARD OF MISSIONS-MENNONITE CHURCH 718 N MAIN ST NEWTON KS 67114 N/A NC UNRESTRICTED 5096 HESSTON COLLEGE PO BOX 3000 HESSTON KS 67062 N/A NC FINANCIAL AID TO STUDENT NURSES 2548 MENNONITE BIBLICAL SEMINARY 3003 BENHAM AVE ELKHART IN 46517 N/A NC UNRESTRICTED 2548 12740 0 14 8793 18 12091 0 20884 0 20884 0 0 0 0 0 0 0 0 0 0 PREPARATION OF 990 785 0 785 FIDELITY INVESTMENT GRADE BOND 28238 27459 PGIM GLOBAL TOTAL RETURN 21628 21866 VANGUARD MORTGAGE-BACKED SECS 22283 22077 VANGUARD EMERGING MARKETS GOVT BOND 10398 11196 VANGUARD INTER-TERM TREASURY ADM 31907 32910 MANNING & NAPIER HIGH YIELD BOND 5371 5405 EATON VANCE SHORT DUR INFL-PROT INC I 6113 6190 BLACKROCK COMMODITY STRATEGIES FUND 6734 8341 COHEN & STEERS INSTL 6056 7337 CONGRESS SMALL-CAP GROWTH INSTL 6510 8998 FIDELITY LARGE-CAP GROWTH 16404 26725 FIDELITY EMERGING MARKETS IDX 4034 5524 FIDELITY INTERNATIONAL IDX 8702 11497 CALAMOS INVT TR NEW EVOLVING WORLD I 8582 12417 VANGUARD MID-CAP GROWTH INDEX 4500 6680 VANGUARD MID-CAP VALUE INDEX 5033 7035 VANGUARD SMALL-CAP GROWTH INDEX 1708 2380 VANGUARD SMALL-CAP VALUE INDEX 1798 2328 VANGUARD VALUE INDEX ADM 19703 26344 VICTORY TRIVALENT INTERNATIONAL SMALL-CAP FUND 7738 11624 FEDERATED HERMES MDT LARGE-CAP GRWOTH IS 4804 6512 FEDERATED HERMES MDT MID-CAP GROWTH 3676 4335 PIMCO RAE US SMALL-CAP INSTL 9905 9242 DEAN MID-CAP VALUE 4392 4328 HARBOR INTERNATIONAL CORE INSTL 25970 27328 BNY MELLON DYNAMIC VALUE FUND 5952 6257 LEGAL FEES 792 0 792 FOREIGN TAXES 99 99 0 2024 EXCISE TAX 246 0 0