2026-04-24T15:01:10-05:00 2025-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990PF 2025-01-01 356013398 THE BENJAMIN AND ANNA BOSSE SCHOLARSHIP FUND BOSS 8008300362 P O BOX 207 EVANSVILLE IN 477020207 OLD NATIONAL WEALTH MGMT TRUSTEE 8008300362 2026-04-10 true KELLY NEUGEBAUER P01285591 6142211000 2026-04-10 2025 2025-03-06 01:10:19Z X 4857168 X 91544 91524 328717 1132635 328717 0 420261 420241 51582 11962 39621 0 0 0 0 0 4060 0 0 4060 1200 0 0 1200 0 0 6081 1074 0 0 0 0 0 0 0 10 62933 13036 0 44881 188800 188800 251733 13036 0 233681 168528 407205 0 0 0 0 3590684 3759032 4857168 3590684 3759032 4857168 0 X 3590684 3759032 3590684 3759032 3590684 3759032 3590684 168528 2 3759214 182 3759032 64. CAPITAL ONE FINL CORP 2020-06-11 2025-01-23 13040 3969 9071 9071 37. EOG RESOURCES INC 2023-05-05 2025-01-23 4935 4224 711 711 470. ISHARES S&P 100 ETF 2023-07-27 2025-01-23 139804 99243 40561 40561 37. RINGCENTRAL INC CL A 2021-12-27 2025-01-23 1263 9614 -8351 -8351 14. SALESFORCE INC 2017-12-27 2025-01-23 4686 1438 3248 3248 20. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES 2019-02-06 2025-01-23 1782 1078 704 704 73. STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF. 2019-02-06 2025-01-23 10504 6525 3979 3979 58. STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 2019-02-06 2025-01-23 4491 3109 1382 1382 47. STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 2017-03-21 2025-01-23 10835 4055 6780 6780 36. STATE STREET ENERGY SELECT SECTOR SPDR ETF 2019-02-06 2025-01-23 3310 2331 979 979 208. STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 2017-03-21 2025-01-23 10520 4912 5608 5608 54. STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 2017-03-21 2025-01-23 7644 3485 4159 4159 129. AMEX TECHNOLOGY SELECT SPDR 2019-02-06 2025-01-23 31051 7771 23280 23280 100. STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 2019-02-06 2025-01-23 9913 4604 5309 5309 41. STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 2019-02-06 2025-01-23 1694 1407 287 287 27. SECTOR SPDR TR SHS BEN INT-UTILITIES 2019-06-12 2025-01-23 2129 1621 508 508 66. UNITED AIRLINES HOLDINGS, INC. 2021-05-11 2025-01-23 6839 3477 3362 3362 98. APTIV PLC COM SHS 2023-07-27 2025-01-23 6252 10704 -4452 -4452 190.265 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 2024-03-08 2025-01-24 5303 4620 683 683 12.697 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #346 2024-03-08 2025-01-24 1107 1039 68 68 450. AT&T INC 2021-09-15 2025-05-15 12310 9479 2831 2831 204. ALLY FINL INC COM 2022-09-22 2025-05-15 7261 6316 945 945 11. CAPITAL ONE FINL CORP 2020-06-11 2025-05-15 2166 730 1436 1436 179. COMERICA INS 2023-07-27 2025-05-15 10424 11583 -1159 -1159 103. GLOBAL PMTS INC COM 2024-04-24 2025-05-15 8520 11981 -3461 -3461 11. KLA TENCOR CORP 2019-04-22 2025-05-15 8807 1353 7454 7454 9. SALESFORCE INC 2017-12-27 2025-05-15 2610 924 1686 1686 150.956 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #34 2024-03-08 2025-05-15 12335 12350 -15 -15 162.769 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 2019-02-07 2025-05-15 7401 5999 1402 1402 49.169 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 2019-02-07 2025-05-16 1942 1677 265 265 3367.686 FIDELITY INTERNATIONAL INDEX FUND #2363 2022-12-07 2025-05-16 184920 143160 41760 41760 50000. GOLDMAN SACHS GROUP INC SR NT 3.75% DTD 05/22/2015 DUE 05/22/20 2018-03-09 2025-05-22 50000 50000 35000. US TREASURY NOTE 4.625% DTD 06/30/2023 DUE 06/30/2025 2023-08-24 2025-06-30 35000 35000 50000. FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 2.62% DTD 05/11/2015 DU 2016-09-26 2025-07-11 50000 50000 80. CAPITAL ONE FINL CORP 2024-04-24 2025-09-04 18121 7307 10814 10814 164. EDWARDS LIFESCIENCES CORP COM 2024-04-24 2025-09-04 13226 6726 6500 6500 459. ISHARES S&P 100 ETF 2024-03-07 2025-09-04 147891 111977 35914 35914 15. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES 2019-02-06 2025-09-04 1367 803 564 564 55. STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF. 2019-02-06 2025-09-04 7548 4994 2554 2554 44. STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 2019-02-06 2025-09-04 3539 2364 1175 1175 36. STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 2021-03-11 2025-09-04 8451 4950 3501 3501 27. STATE STREET ENERGY SELECT SECTOR SPDR ETF 2019-02-06 2025-09-04 2405 1748 657 657 156. STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 2017-03-21 2025-09-04 8423 3684 4739 4739 40. STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 2017-03-21 2025-09-04 6043 2582 3461 3461 97. AMEX TECHNOLOGY SELECT SPDR 2019-02-06 2025-09-04 25421 6656 18765 18765 74. STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 2019-02-06 2025-09-04 8426 3402 5024 5024 31. STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF 2019-02-06 2025-09-04 1291 1064 227 227 20. SECTOR SPDR TR SHS BEN INT-UTILITIES 2019-06-12 2025-09-04 1671 1201 470 470 256. SUNRUN INC COM 2023-05-05 2025-09-04 4204 7836 -3632 -3632 89. UNITED AIRLINES HOLDINGS, INC. 2024-04-24 2025-09-04 9414 4689 4725 4725 808. WARNER BROS DISCOVERY INC COM SER A 2024-04-24 2025-09-04 9472 15094 -5622 -5622 392. AT&T INC 2021-12-27 2025-10-21 10188 7627 2561 2561 143. ALLY FINL INC COM 2022-09-22 2025-10-21 5870 4427 1443 1443 55. ALPHABET INC CAP STK CL A 2015-02-20 2025-10-21 13826 1487 12339 12339 50. AMAZON COM INC 2019-02-06 2025-10-21 11108 4547 6561 6561 6. BLACKROCK INC COM 2015-09-14 2025-10-21 6832 1808 5024 5024 272. CITIGROUP INC COM NEW 2023-12-27 2025-10-21 26710 14000 12710 12710 17. META PLATFORM, INC. 2022-05-23 2025-10-21 12465 2686 9779 9779 20. MICROSOFT CORP 2017-06-05 2025-10-21 10346 1449 8897 8897 374. MOSAIC CO NEW COM 2024-08-06 2025-10-21 10896 10127 769 769 88. NISOURCE INC COM 2023-12-27 2025-10-21 3832 2315 1517 1517 27. TAIWAN SEMICONDUCTOR MFG CO LTD 2019-10-10 2025-10-21 7966 1323 6643 6643 99. TYSON FOODS 2025-05-15 2025-10-21 5180 5506 -326 -326 212. TYSON FOODS 2024-04-24 2025-10-21 11093 14761 -3668 -3668 25000. CINCINNATI OHIO WTR SYS REV TAXABLE REF BDS 2021 B TAXABLE 1.00 2021-10-14 2025-12-01 25000 25000 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 CAPITAL GAIN DIVIDENDS P 23612 328717 5660 0 5660 0 5660 4700 0 0 4700 0 960 0 0 false false false false false false false true true IN true false false false false true OLD NATIONAL WEALTH MANAGEMENT 8124641584 PO BOX 207 EVANSVILLE IN 47702 false false false false true false false false false false false false false false false true false false false false false false false OLD NATIONAL WEALTH MANAGEMENT PO BOX 207 EVANSVILLE IN 47702 TRUSTEE 1 51582 NONE 0 NONE 0 4634590 0 0 4634590 0 0 4634590 69519 4565071 228254 228254 5660 5660 222594 0 222594 0 222594 233681 0 0 0 0 233681 222594 32878 0 0 0 0 0 0 0 233681 32878 0 0 200803 0 0 0 0 0 0 0 0 21791 0 0 0 0 0 0 0 0 X DEPAUW UNIVERSITY STUDENT - GRANT WATSON 313 S LOCUST ST GREENCASTLE IN 46135 NONE I SCHOLARSHIPS 6500 UNIVERSITY OF EVANSVILLE STUDENT - VARIOUS STUDENTS 1800 LINCOLN AVE EVANSVILLE IN 47722 NONE I SCHOLARSHIPS 52500 EVANSVILLE PHILHARMONIC ORCHESTRAL CORPORATION PO BOX 84 EVANSVILLE IN 477010084 NONE PC PROGRAM SUPPORT 5000 VANDERBURGH HUMANE SOCIETY INC 400 MILLNER INDUSTRIAL DR EVANSVILLE IN 477102545 NONE PC PROGRAM SUPPORT 2200 WNIN TRI-STATE PUBLIC MEDIA INC TWO MAIN ST EVANSVILLE IN 477081450 NONE PC PROGRAM SUPPORT 3500 EVANSVILLE SYMPHONIC BAND PO BOX 4205 EVANSVILLE IN 477240205 NONE PC PROGRAM SUPPORT 4000 UNITED NEIGHBORHOOD OF EVANSVILLE LAMASCO NEIGHBORHOOD ASSOCIATION 320 SE MARTIN LUTHER KING JR BLVD EVANSVILLE IN 477131815 NONE PC PROGRAM SUPPORT 3600 INDIANA STATE UNIVERSITY STUDENT - KYLYNN WILKE PARSONS HALL 100 TERRE HAUTE IN 47809 NONE I SCHOLARSHIPS 1000 INDIANA UNIVERSITY STUDENT - VARIOUS STUDENTS 400 E 7TH ST - POPLARS BUILDING BLOOMINGTON IN 474053085 NONE I SCHOLARSHIPS 97500 PURDUE UNIVERSITY STUDENT - VARIOUS STUDENTS 610 PURDUE MALL WEST LAFAYETTE IN 479072040 NONE I SCHOLARSHIPS 13000 188800 14 91544 18 328717 420261 420261 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1200 1200 LEGAL FEES - PRINCIPAL (ALLOCA 4060 4060 2024 RETURN OF CAPITAL ADJ 178 MUTUAL FUND NON TAXABLE ADJ 4 OTHER EXPENSE (NON-DEDUCTIBLE 10 0 0 ROUNDING 2 FOREIGN TAXES 242 242 0 FEDERAL TAX PAYMENT - PRIOR YE 307 0 0 FEDERAL ESTIMATES - PRINCIPAL 4700 0 0 FOREIGN TAXES ON QUALIFIED FOR 706 706 0 FOREIGN TAXES ON NONQUALIFIED 126 126 0