2025-05-07T11:01:24-05:00 2024-12-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990PF 2024-01-01 316368376 WARD & MARY WOODDELL SCHOLARSHIP TR WARD 9373821441 138 PUTNAM STREET MARIETTA OH 45750 LAURA MEADOWS Officer 9373821441 2025-05-05 true false JOSEPH B HULL P00135850 6142327290 2025-05-05 2024 2025-03-06 01:10:19Z X 285737 X 6770 6770 5254 19086 5254 0 12024 12024 4000 2000 2000 0 0 0 0 0 500 250 0 250 1125 563 0 563 0 0 251 76 0 0 0 0 0 0 0 13 7 7 5889 2896 0 2820 7500 7500 13389 2896 0 10320 -1365 9128 0 12417 8840 8840 0 0 0 93429 86776 199724 67755 76591 77173 0 173601 172207 285737 0 X 173601 172207 173601 172207 173601 172207 173601 -1365 54 172290 83 172207 7. ISHARES CORE S&P 500 ETF 2015-02-20 2024-06-18 3844 1001 2843 2843 11. ISHARES S&P 500 GROWTH ETF INDEX 2023-03-28 2024-06-18 1026 682 344 344 4. ISHARES CORE S&P MID-CAP ETF 2022-03-31 2024-06-18 234 218 16 16 2. ISHARES CORE S&P SMALL-CAP ETF 2023-11-08 2024-06-18 212 183 29 29 33. ISHARES CORE S&P SMALL-CAP ETF 2023-03-28 2024-06-18 3493 3581 -88 -88 16. ISHARES 1-5 YEAR INVESTMENT GRADE CORP 2022-12-12 2024-06-18 821 799 22 22 36. ISHARES CORE 1-5 YEAR USD BOND ETF 2022-12-12 2024-06-18 1709 1678 31 31 30. VANGUARD INTERMEDIATE TREASURY ETF 2022-12-12 2024-06-18 1755 1774 -19 -19 3. ISHARES CORE S&P 500 ETF 2006-03-20 2024-10-23 1738 394 1344 1344 13. ISHARES S&P 500 GROWTH ETF INDEX 2023-03-28 2024-10-23 1251 800 451 451 1. ISHARES S&P 500 VALUE INDEX INDEX 2023-06-01 2024-10-23 198 151 47 47 3. ISHARES 1-3 YEAR TREASURY BOND ETF 2023-03-15 2024-10-23 247 247 7. ISHARES CORE S&P MID-CAP ETF 2022-12-12 2024-10-23 436 377 59 59 8. ISHARES INTERMEDIATE CORPORATE BOND ETF 2023-02-09 2024-10-23 419 408 11 11 2. ISHARES 1-5 YEAR INVESTMENT GRADE CORP 2022-12-12 2024-10-23 104 100 4 4 6. ISHARES CORE 1-5 YEAR USD BOND ETF 2022-12-12 2024-10-23 288 280 8 8 6. SCHWAB FUNDAMENTAL INTERNATIONAL LARGE 2024-06-18 2024-10-23 213 211 2 2 10. SCHWAB US DIVIDEND EQUITY ETF 2020-08-26 2024-10-23 282 190 92 92 8. VANGUARD FTSE DEVELOPED MARKETS ETF 2022-12-12 2024-10-23 403 344 59 59 7. VANGUARD INTERMEDIATE TREASURY ETF 2022-12-12 2024-10-23 413 414 -1 -1 5254 127 0 127 0 127 88 0 0 88 0 39 0 0 false false false false false false false true true OH true false false false false true PEOPLES BANK 9373821441 48 N SOUTH STREET WILMINGTON OH 45177 false false false false true false false false false false false false false false false false false false false false false false PEOPLES BANK 48 N SOUTH STREET WILMINGTON OH 45177 TRUSTEE 0 4000 NONE 0 NONE 0 COLLEGE SCHOLARSHIP GRANTS, RENEWABLE FOR 4 YEARS FOR TUITION, BOOKS AND FEES. ONE QUARTER OF TRUSTEE TIME IS ALLOCATED TO GRANT MAKING PROCESS. 267968 9100 0 277068 0 0 277068 4156 272912 13646 13646 127 127 13519 0 13519 0 13519 10320 0 0 0 0 10320 13519 10950 0 0 0 0 0 0 0 10320 10320 0 0 0 0 0 0 0 0 0 0 630 13519 0 0 0 0 0 0 0 0 NA NA PEOPLES BANK PO BOX 711 WILMINGTON OH 45177 9372833039 APPLICATIONS & FINANCIAL DISCLOSURE FORM AVAILABLE UPON REQUEST COMPLETED FORMS MUST BE RECEIVED BY APRIL 1. ONLY SENIORS GRADUATING FROM A CLINTON COUNTY OHIO HIGH SCHOOL ARE ELIGIBLE. SARAH NORTON MIAMI UNIVERSITY 501 E HIGH ST OXFORD OH 45056 NONE I SCHOLARSHIP 1500 WILLIAM KNAPP MIAMI UNIVERSITY 501 E HIGH ST OXFORD OH 45056 NONE I SCHOLARSHIP 1500 RICHARD FEDERLE OHIO UNIVERSITY 1 OHIO UNIVERSITY ATHENS OH 45701 NONE I SCHOLARSHIP 1500 AVERY SMITH MARIETTA 215 FIFTH ST MARIETTA OH 45429 NONE I SCHOLARSHIP 1500 ABIGAIL REYNOLDS KETTERING COLLEGE 3737 SOUTHERN BLVD KETTERING OH 45429 NONE I SCHOLARSHIP 1500 7500 14 6770 18 5254 12024 12024 false false false false false false false false false false OTHER ALLOCABLE EXPENSE-PRINCI 100 50 50 TAX PREPARATION FEE (NON-ALLOC 1025 513 513 ISHARES 1-3 YEAR TREASURY BOND 11498 11559 ISHARES 1-5 YEAR INVESTMENT G 4494 4653 ISHARES CORE 1-5 YEAR USD BOND 13604 13949 ISHARES INTERMEDIATE CORPORATE 18107 18441 VANGUARD INTERMEDIATE TREASURY 19437 19082 JP MORGAN INCOME ETF 9451 9489 ISHARES CORE S&P 500 ETF 15153 70642 ISHARES S&P 500 GROWTH ETF IND 19289 58887 SCHWAB US DIVIDEND EQUITY ETF 9115 13086 ISHARES CORE S&P MID-CAP ETF 10523 20188 ISHARES CORE S&P SMALL-CAP ETF VANGUARD FTSE DEVELOPED MARKET 16488 18219 ISHARES S&P 500 VALUE INDEX 7715 9735 SCHWAB FUNDAMENTAL INTERNATION 8493 8967 LEGAL FEES - PRINCIPAL (ALLOCA 500 250 250 2024 INCOME POSTED TO 2025 78 ROUNDING 5 OTHER NON-ALLOCABLE EXPENSE - 13 7 7 2023 TRANSACTIONS POSTED TO 2024 54 FEDERAL TAX PAYMENT - PRIOR YE 87 0 0 FEDERAL ESTIMATES - PRINCIPAL 88 0 0 FOREIGN TAXES ON QUALIFIED FOR 65 65 0 FOREIGN TAXES ON NONQUALIFIED 11 11 0