All US holdings of this investor are reported in this report. Top holdings included FMPW INST MONEY, VANGUARD 500 INDEX A, FED TTL RET BD CL R6, FED SH INTRM TTL BD, and VANGUARD MID-CAP AD.
Filing 2025 Q4 compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Heather Roche
Private Wealth Operations, Asst Manager
Muncie, Indiana
06 Jan 2026
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