2026-05-05T14:01:09-04:00 2025-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE Pittsburgh PA 15222 990PF 2025-01-01 316197675 BENNETT J M TRUST FOR BELPRE BOY SCOUTS BENN 7403746107 138 PUTNAM STREET MARIETTA OH 45750 KELLI PARKS Officer 7403746107 2026-04-20 true LAUREN R TAKACS P01252796 4126447417 2026-04-20 2025 2025-03-06 01:10:19Z X 191837 X 4860 4860 8356 46329 8356 0 13216 13216 2306 1153 1153 0 0 0 0 0 0 1025 513 0 513 0 0 406 35 0 0 0 0 0 0 0 100 50 50 3837 1751 0 1716 6754 6754 10591 1751 0 8470 2625 11465 0 5522 6229 6229 0 0 0 120326 122242 185608 125848 128471 191837 0 X 125848 128471 125848 128471 125848 128471 125848 2625 192 128665 194 128471 28.089 DFA US SMALL CAP PORTFOLIO #5031 2024-06-11 2025-01-28 1420 1242 178 178 24.811 FIDELITY INTERNATIONAL INDEX FUND #2363 2023-09-14 2025-01-28 1234 1063 171 171 121.738 FIDELITY INTERMEDIATE TREASURY BOND INDE 2023-05-23 2025-01-28 1155 1187 -32 -32 77.5 JP MORGAN CORE BOND R6 #3900 2023-05-23 2025-01-28 790 794 -4 -4 10.261 THRIVENT LARGE CAP VALUE FUND S FUND #92 2024-12-12 2025-01-28 311 312 -1 -1 3.605 VANGUARD EQUITY INCOME ADM FUND #565 2022-06-02 2025-01-28 330 334 -4 -4 49.111 DFA US SMALL CAP PORTFOLIO #5031 2024-01-29 2025-04-22 2070 2170 -100 -100 35.082 FIDELITY INTERMEDIATE TREASURY BOND INDE 2024-01-29 2025-04-22 339 340 -1 -1 220.595 JP MORGAN CORE BOND R6 #3900 2023-05-23 2025-04-22 2250 2261 -11 -11 326.54 JP MORGAN SHORT DURATION BD R6 #3944 2022-11-28 2025-04-22 3556 3403 153 153 47.908 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 2023-05-23 2025-04-22 1725 1509 216 216 211.694 PIMCO INCOME FUND INST CLASS FUND 1821 2024-01-29 2025-04-22 2229 2244 -15 -15 78.786 THRIVENT LARGE CAP VALUE FUND S FUND #92 2024-01-29 2025-04-22 2173 2212 -39 -39 140.962 VANGUARD SHORT-TERM INVMT GRADE ADM CL F 2024-01-29 2025-04-22 1459 1411 48 48 6.849 VANGUARD MID-CAP INDEX ADMIRAL SHARES # 2023-05-23 2025-04-22 2092 1822 270 270 37.794 JP MORGAN LARGE CAP GROWTH R6 2024-01-29 2025-08-27 3496 2099 1397 1397 469.156 JP MORGAN CORE BOND R6 #3900 2024-06-11 2025-08-27 4865 4801 64 64 27.069 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 2023-05-23 2025-08-27 1072 852 220 220 .216 VANGUARD MID-CAP INDEX ADMIRAL SHARES # 2023-03-20 2025-08-27 78 54 24 24 10.084 VANGUARD GROWTH INDEX ADM 2023-03-20 2025-08-27 2393 1373 1020 1020 3.517 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH 2022-04-21 2025-08-27 426 351 75 75 5.052 VANGUARD 500 INDEX ADMIRAL FUND #540 2022-04-21 2025-08-27 3027 2050 977 977 20.175 DFA INTERNATIONAL VALUE I #5045 2024-10-09 2025-12-18 569 439 130 130 3.82 FIDELITY INTERNATIONAL INDEX FUND #2363 2024-01-29 2025-12-18 236 166 70 70 15.753 FIDELITY INTERMEDIATE TREASURY BOND INDE 2024-10-09 2025-12-18 156 154 2 2 .558 JP MORGAN LARGE CAP GROWTH R6 2022-06-02 2025-12-18 48 29 19 19 .996 JP MORGAN LARGE CAP GROWTH R6 2024-12-13 2025-12-18 85 86 -1 -1 9.97 JP MORGAN US EQUITY FUND CLASS I #1224 2024-12-12 2025-12-18 265 235 30 30 7.329 JP MORGAN SHORT DURATION BD R6 #3944 2024-10-09 2025-12-18 80 80 2.394 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 2023-05-23 2025-12-18 97 75 22 22 10.413 PIMCO INCOME FUND INST CLASS FUND 1821 2024-10-09 2025-12-18 114 111 3 3 11.67 THRIVENT LARGE CAP VALUE FUND S FUND #92 2024-12-12 2025-12-18 383 336 47 47 5.307 VANGUARD EQUITY INCOME ADM FUND #565 2022-06-02 2025-12-18 535 492 43 43 7.194 VANGUARD INTERMEDIATE TERM INVT GRADE AD 2025-08-27 2025-12-18 64 64 7.351 VANGUARD SHORT-TERM INVMT GRADE ADM CL F 2024-10-09 2025-12-18 77 76 1 1 1.427 VANGUARD SHORT TERM TREASURY INDEX FUND 2025-08-27 2025-12-18 28 28 .357 VANGUARD MID-CAP INDEX ADMIRAL SHARES # 2023-03-20 2025-12-18 129 64 65 65 2.671 VANGUARD GROWTH INDEX ADM 2023-03-20 2025-12-18 663 328 335 335 2.129 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH 2022-04-21 2025-12-18 265 212 53 53 3.383 VANGUARD 500 INDEX ADMIRAL FUND #540 2023-01-26 2025-12-18 2121 1200 921 921 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 CAPITAL GAIN DIVIDENDS P 2009 8356 159 0 159 0 159 264 0 0 264 0 105 0 105 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 true PEOPLES BANK 138 PUTNAM STREET MARIETTA OH 45750 TRUSTEE 1 2306 NONE 0 NONE 0 178774 5812 0 184586 0 0 184586 2769 181817 9091 9091 159 159 8932 0 8932 0 8932 8470 0 0 0 0 8470 8932 6754 0 0 0 0 0 0 0 8470 6754 0 0 1716 0 0 0 0 0 0 0 0 7216 0 0 0 0 0 0 0 0 X BUCKSKIN COUNCIL BSA 2829 KANAWHA BLVD EAST CHARLESTON WV 253111727 NONE PC SUPPORT OF SCOUTING IN 6754 6754 14 4860 18 8356 13216 13216 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1025 513 513 JP MORGAN SHORT DURATION BD R6 AT COST 10594 10984 VANGUARD SHORT TERM BOND INDEX FIDELITY INTERMEDIATE TREASURY AT COST 14017 14277 JP MORGAN LARGE CAP GROWTH R6 AT COST 5477 7904 VANGUARD GROWTH INDEX ADM AT COST 5523 17222 VANGUARD EQUITY INCOME ADM FUN AT COST 11310 11580 VANGUARD MID-CAP INDEX ADMIRAL AT COST 2848 3863 VANGUARD SMALL-CAP INDEX FUND AT COST 5314 7728 JP MORGAN CORE BOND R6 #3900 FIDELITY INTERNATIONAL INDEX AT COST 6789 8939 MFS INTERNATIONAL EQUITY FUND AT COST 3041 3924 PIMCO INCOME FUND INST CLASS AT COST 5833 6058 JP MORGAN US EQUITY FUND CLASS AT COST 8763 10487 VANGUARD 500 INDEX ADMIRAL FUN AT COST 8910 45892 THRIVENT LARGE CAP VALUE FUND AT COST 3343 3868 DFA US SMALL CAP PORTFOLIO #50 DFA INTERNATIONAL VALUE I #504 AT COST 7238 9204 VANGUARD ST INVMT GRADE #539 AT COST 9507 9904 VANGUARD ST TREASURY AT COST 8264 8266 VANGUARD INTERM TERM INVT GRAD AT COST 5471 5508 2025 TAXABLE INCOME POSTED IN 2026 194 OTHER NON-ALLOCABLE EXPENSE - 100 50 50 2024 TAXABLE INCOME POSTED IN 2025 191 WASH SALE ADJUSTMENT 1 FEDERAL TAX PAYMENT - PRIOR YE 107 0 0 FEDERAL ESTIMATES - PRINCIPAL 264 0 0 FOREIGN TAXES ON QUALIFIED FOR 32 32 0 FOREIGN TAXES ON NONQUALIFIED 3 3 0