2025-04-25T16:09:01-05:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 950 HOUSTON NORTHCUTT BLVD SUITE 101 MT PLEASANT SC 29464 990PF 2024-01-01 882159014 TRESYNERGY FAMILY FOUNDATION TRES 3143937277 26 EDGEWATER CIRCLE WRIGHT CITY MO 63390 STEVEN BROSS VICE PRESIDENT 3143937277 2025-04-23 1 1 BRADLEY ZAUMSEIL CPA P01271124 9133382727 2025-04-23 2024 2025-03-06 01:10:19Z X 1193796 X 685 X 211 211 31044 31044 4303 46393 4303 36243 35558 0 0 0 5000 0 5000 8229 8229 0 1319 950 0 685 0 685 20 0 20 15253 9179 5705 50000 50000 65253 9179 55705 -29010 26379 62644 58579 58579 925141 899079 1135217 987785 957658 1193796 0 0 X 0 0 0 0 987785 957658 987785 957658 987785 957658 987785 -29010 0 958775 1117 957658 61 VANGUARD ITM-TERM TREASURY ETF 2024-01-08 2024-12-06 3600 3605 -5 -5 49 VANGUARD ITM-TERM TREASURY ETF 2023-10-16 2024-12-06 2892 2784 108 108 46 VANGUARD ITM-TERM TREASURY ETF 2022-11-23 2024-05-23 2715 2704 11 11 241 WSDMTREE EMRG MKTS SMALLCAP DVD ETF 2022-12-20 2024-05-23 12588 10653 1935 1935 234 WSDMTREE EMRG MKTS SMALLCAP DVD ETF 2022-11-23 2024-05-23 12223 10146 2077 2077 84 VANGUARD TOTAL BOND MARKET ETF 2022-12-20 2024-12-06 6187 6112 75 75 84 VANGUARD TOTAL BOND MARKET ETF 2022-11-23 2024-12-06 6188 6086 102 102 4303 367 0 367 0 367 0 0 0 0 0 0 367 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A STEVEN BROSS 3143937277 26 EDGEWATER CIRCLE WRIGHT CITY MO 63390 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN BROSS 26 EDGEWATER CIRCLE WRIGHT CITY MO 63390 VICE PRESIDENT 1.00 0 0 0 MICHELLE BROSS 26 EDGEWATER CIRCLE WRIGHT CITY MO 63390 PRESIDENT 1.00 0 0 0 EMILY BROSS 26 EDGEWATER CIRCLE WRIGHT CITY MO 63390 DIRECTOR 0.00 0 0 0 JANICE BROSS 26 EDGEWATER CIRCLE WRIGHT CITY MO 63390 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1130566 56553 0 1187119 0 0 1187119 17807 1169312 58466 58466 367 367 58099 0 58099 0 58099 55705 0 55705 58099 0 0 7941 7941 55705 0 0 0 55705 0 2394 2394 5547 0 0 0 0 0 0 0 5547 5547 STEVEN BROSS MICHELLE BROSS X ST LOUIS COMMUNITY FOUNDATION 2 OAK KNOLL PARK CLAYTON MO 63105 EOF TO BUILD AND PRESERVE A MORE EQUITABLE AND VIBRANT REGION 25000 WONDERLAND CAMP 18591 MILLER CIRCLE ROCKY MOUNT MO 65072 NC TO EXPAND CAMP FACILITIES 25000 50000 0 14 211 14 31044 18 4303 0 35558 0 35558 0 0 0 0 0 0 0 0 0 0 NOT REQUIRED. CHARLES SCHWAB ACCT. NUMBER 1484-7707 AT COST 899079 1135217 LEGAL FEES 5000 0 5000 PRIOR PERIOD ADJUSTMENT 1117 REGISTRATION FEES 20 0 20 INVESTMENT MANAGEMENT FEES 8229 8229 0 FOREIGN TAXES 950 950 0 FEDERAL TAXES 369 0 0