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 466944358 LEONARD AND MARY NICHOLS MEMORIAL TR NICH 8008300362 P O BOX 207 EVANSVILLE IN 477020207 OLD NATIONAL WEALTH MGMT TRUSTEE 8008300362 2026-04-13 true KELLY NEUGEBAUER P01285591 6142211000 2026-04-13 2025 2025-03-06 01:10:19Z X 1348667 X 25519 25519 54722 212416 54722 0 80241 80241 17227 3995 13232 0 0 0 0 0 0 1200 0 0 1200 0 0 1512 401 0 0 0 0 0 0 0 19939 4396 0 14432 58104 58104 78043 4396 0 72536 2198 75845 0 0 0 0 897425 899626 1348667 897425 899626 1348667 0 X 897425 899626 897425 899626 897425 899626 897425 2198 3 899626 0 899626 97. ISHARES CORE S&P 500 ETF 2017-04-04 2025-05-02 55321 22985 32336 32336 15. ISHARES RUSSELL 2000 INDEX 2017-04-04 2025-05-02 3009 2040 969 969 33. ISHARES MSCI USA QUALITY FACTOR ETF 2022-02-10 2025-05-02 5696 4381 1315 1315 370. ISHARES TR CORE MSCI EAFE ETF 2020-09-04 2025-05-02 29553 22340 7213 7213 317. ISHARES INC MSCI EMERGING MKTS EX CHINA ETF 2024-05-22 2025-05-02 18474 18529 -55 -55 101. VANGUARD MEGA CAP ETF 2017-11-27 2025-05-02 20725 9052 11673 11673 236. VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 2024-05-22 2025-05-02 23428 23904 -476 -476 20000. FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 2.35% DTD 07/28/2017 DU 2017-12-04 2025-07-28 20000 20000 25000. UNION PAC CORP SR GLBL NT 3.25% DTD 06/19/2015 DUE 08/15/2025 2021-01-22 2025-08-15 25000 25000 6. ISHARES RUSSELL 2000 INDEX 2024-05-22 2025-10-17 1460 1239 221 221 54. STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 2025-05-02 2025-10-17 5626 4571 1055 1055 30. STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 2025-05-02 2025-10-17 1656 1500 156 156 89. SCHWAB STRATEGIC TR US SMALL CAP ETF 2024-05-22 2025-10-17 2468 2153 315 315 54722 1054 0 1054 0 1054 700 0 0 700 0 354 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 false false false false false false false OLD NATIONAL WEALTH MANAGEMENT PO BOX 207 EVANSVILLE IN 47702 TRUSTEE 1 17227 NONE 0 NONE 0 1284984 0 0 1284984 0 0 1284984 19275 1265709 63285 63285 1054 1054 62231 0 62231 0 62231 72536 0 0 0 0 72536 62231 9807 0 0 0 0 0 0 0 72536 9807 0 0 62231 498 0 0 498 0 0 0 0 0 0 0 498 0 0 0 0 498 X BUCKNELL UNIVERSITY 112 MARTS HALL LEWISBURG PA 17837 NONE PC PROGRAM SUPPORT 29052 INDIANA UNIVERSITY FOUNDATION PO BOX 500 BLOOMINGTON IN 47402 NONE PC PROGRAM SUPPORT 29052 58104 14 25519 18 54722 80241 80241 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1200 1200 ROUNDING 3 FEDERAL TAX PAYMENT - PRIOR YE 411 0 0 FEDERAL ESTIMATES - PRINCIPAL 700 0 0 FOREIGN TAXES ON QUALIFIED FOR 323 323 0 FOREIGN TAXES ON NONQUALIFIED 78 78 0