2026-05-07T15:01:07-04:00 2025-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990PF 2025-01-01 376484409 THOMAS WRIGHT FOUNDATION XXX-XX-XXXX WRIG 3145154918 PO BOX 66916 ST LOUIS MO 631666916 GREG SMALL TRUST TAX LEADE 3145154918 2026-04-24 true ANDREW KIRISH P00743854 4126445323 2026-04-24 2025 2025-03-06 01:10:19Z X 466178 X 15378 15195 33531 132986 33531 0 48909 48726 8707 8707 0 0 0 0 0 0 600 0 0 600 0 0 629 183 0 0 0 0 0 0 0 9936 8890 0 600 21192 21192 31128 8890 0 21792 17781 39836 0 15325 21362 21362 0 0 0 339315 351037 444816 354640 372399 466178 0 X 354640 372399 354640 372399 354640 372399 354640 17781 0 372421 22 372399 172. DIMENSIONAL INTERNATIONAL SM 2023-11-28 2025-02-05 4362 3902 460 460 3.217 DODGE & COX STOCK-I 2024-12-18 2025-02-05 883 820 63 63 2.613 DODGE & COX STOCK-I 2025-02-05 717 486 231 231 19.859 HARBOR CAPITAL APPRECIA-RTR 2025-02-05 2367 2293 74 74 8.669 HARBOR CAPITAL APPRECIA-RTR 2016-04-07 2025-02-05 1033 499 534 534 45.546 HARTFORD DVDND & GRWTH-F 2025-02-05 1564 1561 3 3 1.06 HARTFORD DVDND & GRWTH-F 2023-12-11 2025-02-05 36 33 3 3 37. ISHARES CORE MSCI EAFE ETF 2025-02-05 2741 2233 508 508 108.448 NOMURA MID CAP GROWTH FND-R6 2025-02-05 3391 3419 -28 -28 86.627 NOMURA MID CAP GROWTH FND-R6 2025-02-05 2709 2920 -211 -211 26.56 JENSEN QUALITY GROWTH-Y 2024-11-13 2025-02-05 1600 1601 -1 -1 4.055 T ROWE PR SM CAP VAL-I 2024-12-12 2025-02-05 220 225 -5 -5 21. VANGUARD MID-CAP VALUE ETF 2024-04-16 2025-02-05 3477 3091 386 386 12. VANGUARD MID-CAP VALUE ETF 2025-02-05 1987 1406 581 581 .103 ISHARES S&P 500 INDEX-K 2025-07-25 77 73 4 4 3.401 ISHARES S&P 500 INDEX-K 2019-10-14 2025-07-25 2544 1199 1345 1345 64.477 NOMURA EMERGING MRKETS FD-R6 2025-07-25 1690 1133 557 557 5.682 DODGE & COX INTL STCK-I 2025-02-05 2025-07-25 356 300 56 56 14.086 DODGE & COX INTL STCK-I 2020-03-31 2025-07-25 883 427 456 456 10.89 EUPAC FUND-F-3 2025-07-25 672 623 49 49 .836 EUPAC FUND-F-3 2023-12-14 2025-07-25 52 45 7 7 93. ISHARES CORE MSCI EAFE ETF 2022-10-24 2025-07-25 7827 5059 2768 2768 568.353 NOMURA MID CAP GROWTH FND-R6 2025-07-25 18159 13035 5124 5124 76.816 PGIM GLOBAL TOTAL RETURN-R6 2025-07-25 414 398 16 16 1659.236 PGIM GLOBAL TOTAL RETURN-R6 2025-07-25 8943 8155 788 788 329.469 T ROWE PR EMRG MKTS BND-I 2024-09-11 2025-07-25 3084 3073 11 11 585.409 T ROWE PR EMRG MKTS BND-I 2020-04-21 2025-07-25 5479 5699 -220 -220 21.538 T ROWE PR SM CAP VAL-I 2025-07-25 1138 1197 -59 -59 43.813 T ROWE PR SM CAP VAL-I 2023-09-25 2025-07-25 2315 2090 225 225 21. VANGUARD FTSE EMERGING MARKE 2021-05-26 2025-07-25 1064 1123 -59 -59 16. VANGUARD MID-CAP ETF 2025-02-05 2025-07-25 4609 4416 193 193 .863 ISHARES S&P 500 INDEX-K 2019-10-14 2025-10-24 686 304 382 382 70.459 NOMURA EMERGING MRKETS FD-R6 2017-05-10 2025-10-24 2401 1237 1164 1164 72. DIMENSIONAL INTERNATIONAL SM 2025-07-25 2025-10-24 2309 2190 119 119 8. VANGUARD FTSE EMERGING MARKE 2021-05-26 2025-10-24 442 428 14 14 2. VANGUARD S&P 500 ETF 2025-07-25 2025-10-24 1246 1168 78 78 2.073 ISHARES S&P 500 INDEX-K 2019-10-14 2025-11-04 1643 731 912 912 12.352 NOMURA EMERGING MRKETS FD-R6 2017-05-10 2025-11-04 430 217 213 213 13. DIMENSIONAL INTERNATIONAL SM 2025-07-25 2025-11-04 404 395 9 9 19.684 DODGE & COX INTL STCK-I 2020-03-31 2025-11-04 321 149 172 172 24.225 DODGE & COX STOCK-I 2025-11-04 416 409 7 7 11.654 DODGE & COX STOCK-I 2019-10-14 2025-11-04 200 133 67 67 4.994 EUPAC FUND-F-3 2016-04-07 2025-11-04 329 216 113 113 5.13 HARBOR CAPITAL APPRECIA-RTR 2016-04-07 2025-11-04 680 295 385 385 17.619 HARTFORD DVDND & GRWTH-F 2025-07-25 2025-11-04 647 613 34 34 11. ISHARES CORE MSCI EAFE ETF 2022-10-24 2025-11-04 963 598 365 365 10.34 JENSEN QUALITY GROWTH-Y 2025-11-04 623 622 1 1 33.273 NEUBERGER MID CAP GRWTH F-R6 2025-07-25 2025-11-04 626 634 -8 -8 8.821 T ROWE PR SM CAP VAL-I 2023-09-25 2025-11-04 486 421 65 65 8. VANGUARD FTSE EMERGING MARKE 2021-05-26 2025-11-04 437 428 9 9 3. VANGUARD S&P 500 ETF 2025-07-25 2025-11-04 1871 1752 119 119 4. VANGUARD MID-CAP VALUE ETF 2025-07-25 2025-11-04 683 680 3 3 2. VANGUARD MID-CAP ETF 2025-02-05 2025-11-04 575 552 23 23 13.525 JENSEN QUALITY GROWTH-Y 2025-07-25 2025-11-11 821 812 9 9 286.841 JENSEN QUALITY GROWTH-Y 2025-11-11 17403 11937 5466 5466 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 CAPITAL GAIN DIVIDENDS P 9951 33531 554 0 554 0 554 256 0 0 256 0 298 0 0 false false false false false false false true true IN true false false false false true EDWARD JONES TRUST COMPANY 3145154918 12555 MANCHESTER ROAD ST LOUIS MO 63131 false false false false true false false false false false false false false false false false false false false false false false EDWARD JONES TRUST COMPANY 12555 MANCHESTER ROAD ST LOUIS MO 63131 TRUSTEE 0 8707 NONE 0 NONE 0 436931 16554 0 453485 0 0 453485 6802 446683 22334 22334 554 554 21780 0 21780 0 21780 21792 0 0 0 0 21792 21780 0 0 620 0 3787 1591 0 5998 21792 0 0 0 21780 12 0 0 6010 0 0 0 0 0 0 620 5390 0 3787 1591 0 12 X Hospice of The Wabash Valley ATTN Trude Rupska 400 8TH AVENUE Terre Haute IN 47804 NONE PC PROGRAM SUPPORT 1060 Wabash Valley Community Foundation ATTN Beth Tevlin 200 SOUTH 8TH STREET Terre Haute IN 47807 NONE PC PROGRAM SUPPORT 12715 VIGO COUNTY PUBLIC LIBRARY 1 LIBRARY SQ TERRE HAUTE IN 478073609 NONE PC PROGRAM SUPPORT 2119 Lighthouse Mission of Terre Haute ATTN Timothy Fagg 1201 S 13TH STREET Terre Haute IN 47802 NONE PC PROGRAM SUPPORT 2119 SALVATION ARMY - INDIANAPOLIS ATTN DIVISIONAL ESTATE MANAGER 3100 N MERIDIAN STREET INDIANAPOLIS IN 46208 NONE PC PROGRAM SUPPORT 2119 Glaucoma Research Foundation 131 STEUART ST STE 200 San Francisco CA 941051242 NONE PC PROGRAM SUPPORT 1060 21192 14 15378 18 33531 48909 48909 false false false false false false false false false false TAX PREPARATION FEE (ALLOCABLE 600 600 MUTUAL FUND TIMING DIFFERENCE 22 FEDERAL TAX PAYMENT - PRIOR YE 190 0 0 FEDERAL ESTIMATES - PRINCIPAL 256 0 0 FOREIGN TAXES ON QUALIFIED FOR 143 143 0 FOREIGN TAXES ON NONQUALIFIED 40 40 0