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 316264628 SIMMONS HUBERT TRUST SIMM 7403746107 138 PUTNAM STREET MARIETTA OH 45750 LAURA MEADOWS Officer 7403746107 2025-05-04 true false JOSEPH B HULL P00135850 6142327290 2025-05-04 2024 2025-03-06 01:10:19Z X 626582 X 14242 14242 23359 146927 23359 0 37601 37601 7600 3800 3800 0 0 0 0 0 0 1225 613 0 613 0 0 253 68 0 0 0 0 0 0 0 9078 4481 0 4413 22300 22300 31378 4481 0 26713 6223 33120 0 26883 20794 20794 0 0 0 279945 270422 434514 148661 170373 171274 455489 461589 626582 0 X 455489 461589 455489 461589 455489 461589 455489 6223 555 462267 678 461589 1317.849 FIDELITY ADVISOR MEGA CAP STOCK I FUND 2 2023-12-18 2024-01-29 28400 24554 3846 3846 407.028 JP MORGAN CORE BOND R6 #3900 2023-05-23 2024-01-29 4164 4172 -8 -8 5.953 JP MORGAN EQUITY INCOME FUND I FUND #312 2023-12-14 2024-01-29 138 135 3 3 832.511 JP MORGAN EQUITY INCOME FUND I FUND #312 2022-12-14 2024-01-29 19231 15789 3442 3442 139.68 THRIVENT SMALL CAP STOCK FUND S #94 2023-03-20 2024-01-29 4128 3720 408 408 271.857 THRIVENT SMALL CAP STOCK FUND S #94 2022-05-12 2024-01-29 8033 8048 -15 -15 14.357 VANGUARD MID-CAP INDEX ADMIRAL SHARES # 2022-05-12 2024-01-29 4135 3966 169 169 14.387 VANGUARD GROWTH INDEX ADM 2023-01-26 2024-01-29 2419 1700 719 719 4.402 VANGUARD 500 INDEX ADMIRAL FUND #540 2023-01-26 2024-01-29 2002 1650 352 352 24.739 FIDELITY INTERNATIONAL INDEX FUND #2363 2023-03-20 2024-05-20 1266 1056 210 210 33.567 JP MORGAN LARGE CAP GROWTH R6 2022-06-02 2024-05-20 2500 1753 747 747 81.481 JP MORGAN US EQUITY FUND CLASS I #1224 2024-01-29 2024-05-20 1948 1784 164 164 24.133 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 2023-05-23 2024-05-20 858 760 98 98 133.648 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY 2022-06-02 2024-05-20 1517 1326 191 191 42.648 THRIVENT LARGE CAP VALUE FUND S FUND #92 2024-01-29 2024-05-20 1292 1198 94 94 8.7599 VANGUARD EQUITY INCOME ADM FUND #565 2022-06-02 2024-05-20 798 812 -14 -14 7.3611 VANGUARD EQUITY INCOME ADM FUND #565 2022-06-02 2024-05-20 671 682 -11 -11 1.396 VANGUARD MID-CAP INDEX ADMIRAL SHARES # 2022-05-12 2024-05-20 431 356 75 75 19.098 VANGUARD GROWTH INDEX ADM 2023-03-20 2024-05-20 3465 2343 1122 1122 15.191 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH 2022-03-23 2024-05-20 1644 1532 112 112 18.974 VANGUARD 500 INDEX ADMIRAL FUND #540 2023-01-26 2024-05-20 9311 6903 2408 2408 117.529 VANGUARD SHORT TERM BOND INDEX ADMIRAL F 2024-01-29 2024-06-11 1178 1186 -8 -8 1492.111 VANGUARD SHORT TERM BOND INDEX ADMIRAL F 2022-11-28 2024-06-11 14951 14712 239 239 8.717 VANGUARD GROWTH INDEX ADM 2023-03-20 2024-06-11 1642 1069 573 573 2.346 VANGUARD 500 INDEX ADMIRAL FUND #540 2022-05-12 2024-06-11 1167 852 315 315 14.446 JP MORGAN LARGE CAP GROWTH R6 2022-06-02 2024-10-09 1179 754 425 425 32.575 JP MORGAN US EQUITY FUND CLASS I #1224 2024-01-29 2024-10-09 850 713 137 137 148.892 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY 2024-06-11 2024-10-09 1712 1568 144 144 1679.909 SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY 2023-09-14 2024-10-09 19319 16927 2392 2392 2.84 VANGUARD GROWTH INDEX ADM 2023-03-20 2024-10-09 567 348 219 219 1.988 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH 2022-03-23 2024-10-09 225 201 24 24 4.628 VANGUARD 500 INDEX ADMIRAL FUND #540 2022-05-12 2024-10-09 2474 1681 793 793 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 CAPITAL GAIN DIVIDENDS P 3983 23359 460 0 460 0 460 140 0 0 140 0 320 0 0 false false false false false false false true true OH true false false false false true PEOPLES BANK 7403746107 138 PUTNAM STREET MARIETTA OH 45750 false false false false true false false false false false false false false false false false false false false false false false PEOPLES BANK 138 PUTNAM STREET MARIETTA OH 45750 TRUSTEE 1 7600 NONE 0 NONE 0 586788 18411 0 605199 0 0 605199 9078 596121 29806 29806 460 460 29346 0 29346 0 29346 26713 0 0 0 0 26713 29346 22300 0 0 0 0 0 0 0 26713 22300 0 0 4413 0 0 0 0 0 0 0 0 24933 0 0 0 0 0 0 0 0 PEOPLES BANK TRUST ADMINISTRATIVE C 138 PUTNAM STREET MARIETTA OH 45750 7403767113 APPLICATIONS ARE AVAILABLE TO NATIVE AMERICAN STUDENTS ATTENDING MEDICAL SCHOOL NONE NONE UNIVERSITY OF NORTH DAKOTA 3501 UNIVERSITY AVENUE Grand Forks ND 58202 NONE PC SCHOLARSHIP 22300 22300 14 14242 18 23359 37601 37601 false false false false false false false false false false OTHER ALLOCABLE EXPENSE-PRINCI 200 100 100 TAX PREPARATION FEE (NON-ALLOC 1025 513 513 VANGUARD 500 INDEX ADMIRAL FUN 55348 154024 VANGUARD GROWTH INDEX ADM 23464 59600 JP MORGAN EQUITY INCOME FUND I 27111 30472 VANGUARD MID-CAP INDEX ADMIRAL THRIVENT SMALL CAP STOCK FUND MFS INTERNATIONAL GROWTH FUND 18011 19388 VANGUARD SMALL-CAP INDEX FUND 19524 26743 JP MORGAN LARGE CAP GROWTH R6 20084 31415 VANGUARD EQUITY INCOME ADM FUN SCHWAB FUNDAMENTAL INTERNATION FIDELITY ADVISOR MEGA CAP STOC FIDELITY INTERNATIONAL INDEX 17155 18957 THRIVENT LARGE CAP VALUE FD 20719 21163 DFA US SMALL CAP PORT 11985 13270 DFA INTERMATIONAL VALUE I 21517 20342 VANGUARD MID CAP INDEX ADMR 8848 13295 VANGUARD EQUITY INCOM ADM FD 26656 25845 JP MORGAN SHORT DURATION BD R6 AT COST 43793 45237 VANGUARD SHORT TERM BOND INDEX AT COST 33729 34659 FIDELITY INTERMEDIATE TREASURY AT COST 48118 47059 FIDELITY INTERNATIONAL INDEX JP MORGAN CORE BOND R6 #3900 AT COST 27510 27165 PIMCO INCOME FD INST CLASS FD AT COST 17223 17154 2024 TAXABLE INCOME POSTED IN 2025 666 WASH SALES ADJUSTMENT 12 2024 TAXABLE INCOME POSTED IN 2023 546 ROUNDING 9 FEDERAL TAX PAYMENT - PRIOR YE 45 0 0 FEDERAL ESTIMATES - PRINCIPAL 140 0 0 FOREIGN TAXES ON QUALIFIED FOR 59 59 0 FOREIGN TAXES ON NONQUALIFIED 9 9 0