2023-11-06T14:08:33-06:00 2022-12-31 261518255 ASPIRIANT LLC 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 900253328 990PF 2022-01-01 263264939 THE DONALD L SCHOELLERMAN FOUNDATION DONA 3108064000 11100 SANTA MONICA BLVD STE 600 LOS ANGELES CA 90025 DONALD SCHOELLERM PRESIDENT 3108064000 2023-10-24 1 DONALD SCHOELLERM 999009999 0 MIRIAM CASCO P01623842 3108064000 2023-10-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 285610 X X 1812 1812 33493 226560 33493 35305 35305 0 0 0 0 0 1500 0 0 1500 16826 8413 0 8413 1158 1158 0 0 126 75 0 25 19610 9646 0 9938 60000 60000 79610 9646 0 69938 -44305 25659 0 7068 155543 155543 57539 50852 50852 7172 7146 7146 289024 64389 64389 27042 7680 7680 387845 285610 285610 0 0 X 0 0 0 0 387845 285610 387845 285610 387845 285610 387845 -44305 0 343540 57930 285610 ASPIRIANT DEFENSIVE ALLOCATION 2021-04-21 2022-03-03 2846 3000 -154 -154 DFA EMERGING MARKETS VALUE 2022-01-14 2022-03-03 6764 7000 -236 -236 DFA INTERNATIONAL SMALL CAP VAL 2021-07-27 2022-03-03 3738 4000 -262 -262 VANGUARD SMALL CAP VALUE ETF 2021-10-20 2022-02-16 1050 1071 -21 -21 ASPIRIANT DEFENSIVE ALLOCATION 2016-10-28 2022-03-03 4196 3981 215 215 ASPIRIANT DEFENSIVE ALLOCATION 2019-01-29 2022-03-03 18755 17854 901 901 ASPIRIANT DEFENSIVE ALLOCATION 2020-01-17 2022-03-03 5312 5361 -49 -49 ASPIRIANT DEFENSIVE ALLOCATION 2016-10-28 2022-11-04 7024 7243 -219 -219 ASPIRIANT RISK-MANAGED EQUITY 2014-02-12 2022-03-03 19756 14931 4825 4825 ASPIRIANT RISK-MANAGED EQUITY 2016-03-07 2022-03-03 50994 38386 12608 12608 ASPIRIANT RISK-MANAGED EQUITY ALL 2021-01-08 2022-03-03 310 309 1 1 ASPIRIANT RISK-MANAGED EQUITY ALL 2016-03-07 2022-04-29 5000 3891 1109 1109 ASPIRIANT RISK-MANAGED TAXABLE 2019-01-29 2022-03-03 17276 18078 -802 -802 DFA EMERGING MARKETS CORE QUITY 2019-01-11 2022-03-03 11393 9340 2053 2053 DFA EMERGING MARKETS VALUE 2019-01-11 2022-03-03 10788 9600 1188 1188 DFA INTERNATIONAL CORE EQUITY 2017-06-26 2022-03-03 4475 4000 475 475 DFA INTERNATIONAL CORE EQUITY 2020-10-26 2022-03-03 19083 16149 2934 2934 DFA INTERNATIONAL SMALL CAP VAL 2020-10-26 2022-03-03 2564 2069 495 495 DFA INTERNATIONAL SMALL CAP VALUE 2020-11-19 2022-03-03 314 278 36 36 ISHARES CORE S&P US VALUE ETF 2020-04-22 2022-03-03 7248 4773 2475 2475 ISHARES CORE S&P US VALUE ETF 2020-11-19 2022-03-03 7846 6226 1620 1620 VANGUARD DIVIDEND GROWTH FUND 2020-11-19 2022-02-16 6273 5532 741 741 VANGUARD DIVIDEND GROWTH FUND 2020-11-19 2022-04-29 4054 3717 337 337 VANGUARD SMALL CAP VALUE ETF 2019-10-01 2022-02-16 1750 1266 484 484 VANGUARD SMALL CAP VALUE ETF 2020-10-26 2022-02-16 875 586 289 289 VANGUARD SMALL CAP VALUE ETF 2020-10-26 2022-03-03 1915 1291 624 624 VANGUARD TOTAL INTL STOCK INDEX 2016-01-20 2022-03-03 4571 3135 1436 1436 CAPITAL GAIN DISTRIBUTIONS 2022-01-01 2022-12-31 390 390 390 33493 -673 357 0 357 0 357 7146 0 0 0 7146 0 6789 6789 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ASPIRIANT 3108064000 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONALD L SCHOELLERMAN 354 LONG POINT LONG BEACH CA 90803 PRESIDENT 0.00 0 0 0 STEVEN HOWARD 11100 SANTA MONICA BLVD 600 LOS ANGELES CA 90025 DIRECTOR, SECRETARY, TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 129128 192241 0 321369 0 0 321369 4821 316548 15827 15827 357 357 15470 0 15470 0 15470 69938 0 69938 15470 0 0 48022 247062 372377 92777 178966 939204 69938 0 0 0 15470 54468 0 0 993672 0 0 0 0 0 0 48022 945650 247062 372377 92777 178966 54468 DONALD L SCHOELLERMAN X JF SHEA CENTER 26284 OSO ROAD SAN JUAN CAPISTRANO CA 92675 NONE PC UNRESTRICTED 60000 60000 0 14 1812 18 33493 0 35305 0 35305 0 0 0 0 0 0 0 0 0 0 TAX ACCOUNTING & WEALTH MGMT 16826 8413 0 8413 ASPIRIANT RISK MGD TXBL 7680 7680 ASPIRIANT DEFENSIVE 6423 6423 ASPIRIANT RISK MGD GLBL 25703 25703 DFA EMERGING MKTS CORE 3496 3496 DFA INTL CORE EQTY PORT 10822 10822 ISHARES CORE S&P US 6074 6074 DFA EMERGING MKTS VALUE 6924 6924 VANGUARD SMALL CAP VALUE 1588 1588 DFA INTERNATIONAL SMALL 3359 3359 LEGAL FEES 1500 0 0 1500 CHANGE IN UNREALIZED GAIN/LOSS 57930 INVESTMENT ADVISORY FEES 1158 1158 0 0 FOREIGN TAXES PAID 75 75 0 0 EXCISE TAX 26 0 0 0 ATTORNEY GENERAL RRF-1 FEE 25 0 0 25