2024-05-08T14:01:17-05:00 2023-12-31 346565596 ERNST & YOUNG US LLP 800 YARD STREET SUITE 200 GRANDVIEW HEIGHTS OH 43212 990PF 2023-01-01 316368376 WARD & MARY WOODDELL SCHOLARSHIP TR WARD 9373821441 138 PUTNAM STREET MARIETTA OH 45750 LAURA MEADOWS Officer 9373821441 2024-05-07 true false JOSEPH B HULL P00135850 6142327290 2024-05-07 2023 2023-04-26 12:10:37Z X 259062 X 6092 6092 3002 56224 3002 0 346 9440 9094 4000 2000 2000 0 0 0 0 0 0 1091 546 0 546 0 0 130 62 0 0 0 0 0 0 0 513 257 257 5734 2865 0 2803 13500 13500 19234 2865 0 16303 -9794 6229 0 7431 12417 12417 0 0 0 103447 93429 177782 72870 67755 68863 0 183748 173601 259062 0 X 183748 173601 183748 173601 183748 173601 183748 -9794 41 173995 394 173601 2. INVESCO SENIOR LOAN ETF 2022-03-31 2023-02-09 42 44 -2 -2 1. ISHARES CORE S&P 500 ETF 2015-02-20 2023-02-09 411 213 198 198 3. ISHARES CORE S&P MID-CAP ETF 2015-06-18 2023-02-09 792 464 328 328 1. ISHARES CORE S&P SMALL-CAP ETF 2022-03-31 2023-02-09 104 109 -5 -5 77. ISHARES CORE 1-5 YEAR USD BOND ETF 2022-12-12 2023-02-09 3604 3589 15 15 11. SCHWAB US DIVIDEND EQUITY ETF 2020-08-26 2023-02-09 840 628 212 212 173. INVESCO SENIOR LOAN ETF 2022-12-28 2023-03-15 3545 3744 -199 -199 2. ISHARES CORE S&P 500 ETF 2015-02-20 2023-03-28 792 426 366 366 3. ISHARES CORE S&P MID-CAP ETF 2022-02-17 2023-03-28 724 575 149 149 80. SCHWAB US DIVIDEND EQUITY ETF 2020-08-26 2023-03-28 5684 4567 1117 1117 6. VANGUARD FTSE DEVELOPED MARKETS ETF 2023-02-09 2023-03-28 263 273 -10 -10 30. ISHARES 1-5 YEAR INVESTMENT GRADE CORP 2023-02-09 2023-06-01 1509 1499 10 10 1. ISHARES CORE 1-5 YEAR USD BOND ETF 2022-12-12 2023-06-01 47 47 144. SCHWAB US DIVIDEND EQUITY ETF 2022-03-31 2023-06-01 9983 11538 -1555 -1555 2. VANGUARD INTERMEDIATE TREASURY ETF 2022-12-12 2023-06-01 119 118 1 1 10. ISHARES CORE S&P 500 ETF 2022-06-14 2023-08-02 4530 2772 1758 1758 6. ISHARES MSCI EMERGING MARKETS INDEX 2022-12-12 2023-08-02 243 232 11 11 44. ISHARES S&P 500 GROWTH ETF INDEX 2022-03-31 2023-08-02 3141 3401 -260 -260 5. ISHARES S&P 500 VALUE INDEX INDEX 2023-06-01 2023-08-02 823 756 67 67 9. ISHARES 1-3 YEAR TREASURY BOND ETF 2023-03-15 2023-08-02 728 740 -12 -12 5. ISHARES CORE S&P MID-CAP ETF 2022-03-31 2023-08-02 1344 1365 -21 -21 2. ISHARES CORE S&P SMALL-CAP ETF 2022-03-31 2023-08-02 208 219 -11 -11 22. ISHARES INTERMEDIATE CORPORATE BOND ETF 2023-02-09 2023-08-02 1098 1121 -23 -23 8. ISHARES 1-5 YEAR INVESTMENT GRADE CORP 2022-12-12 2023-08-02 401 400 1 1 25. ISHARES CORE 1-5 YEAR USD BOND ETF 2022-12-12 2023-08-02 1163 1165 -2 -2 13. SCHWAB US DIVIDEND EQUITY ETF 2022-03-31 2023-08-02 969 1042 -73 -73 34. VANGUARD FTSE DEVELOPED MARKETS ETF 2023-02-09 2023-08-02 1572 1528 44 44 28. VANGUARD INTERMEDIATE TREASURY ETF 2022-12-12 2023-08-02 1626 1656 -30 -30 4. ISHARES CORE S&P 500 ETF 2015-02-20 2023-11-08 1749 851 898 898 79. ISHARES MSCI EMERGING MARKETS INDEX 2022-12-12 2023-11-08 3034 3058 -24 -24 9. ISHARES S&P 500 VALUE INDEX INDEX 2023-06-01 2023-11-08 1407 1362 45 45 3. SCHWAB US DIVIDEND EQUITY ETF 2022-03-31 2023-11-08 208 240 -32 -32 81. VANGUARD FTSE DEVELOPED MARKETS ETF 2022-12-12 2023-11-08 3521 3480 41 41 3002 87 0 87 0 87 0 0 0 0 87 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. 240861 8409 0 249270 0 0 249270 3739 245531 12277 12277 87 87 12190 0 12190 0 12190 16303 0 0 0 0 16303 12190 2822 2021 12241 0 0 0 0 0 0 16303 2822 12241 0 1240 0 0 0 0 0 0 0 0 10950 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. DANYELLE ELZEY WILMINGTON COLLEGE 1870 QUAKER WAY WILMINGTON OH 45177 NONE I SCHOLARSHIP 2250 SARAH NORTON MIAMI UNIVERSITY 501 E HIGH ST OXFORD OH 45056 NONE I SCHOLARSHIP 2250 WILLIAM KNAPP MIAMI UNIVERSITY 501 E HIGH ST OXFORD OH 45056 NONE I SCHOLARSHIP 2250 DESTINY WALDRON WRIGHT STATE UNIVERSITY 3640 COLONEL GLENN HWY DAYTON OH 45435 NONE I SCHOLARSHIP 2250 RICHARD FEDERLE OHIO UNIVERSITY 1 OHIO UNIVERSITY ATHENS OH 45701 NONE I SCHOLARSHIP 2250 CADENCE HOWARD SOUTHERN STATE COMMUNITY COLLEGE 100 HOBART DR HILLSBORO OH 45133 NONE I SCHOLARSHIP 2250 13500 14 6092 18 3002 9440 9440 false false false false false false false false false false OTHER ALLOCABLE EXPENSE-PRINCI 100 50 50 TAX PREPARATION FEE (NON-ALLOC 991 496 496 INVESCO SENIOR LOAN ETF ISHARES 1-3 YEAR TREASURY BOND 10275 10337 ISHARES 1-5 YEAR INVESTMENT G 5393 5538 ISHARES CORE 1-5 YEAR USD BOND 15562 15885 ISHARES INTERMEDIATE CORPORATE 14900 15392 VANGUARD INTERMEDIATE TREASURY 21625 21711 ISHARES CORE S&P 500 ETF 16548 62092 ISHARES S&P 500 GROWTH ETF IND 20772 45360 SCHWAB US DIVIDEND EQUITY ETF 9306 12409 ISHARES CORE S&P MID-CAP ETF 11119 18569 ISHARES CORE S&P SMALL-CAP ETF 3764 3789 ISHARES MSCI EMERGING MARKETS VANGUARD FTSE DEVELOPED MARKET 15983 17819 ISHARES S&P 500 VALUE INDEX 7867 9042 SCHWAB FUNDAMENTAL INTERNATION 8070 8702 2023 TRANSACTIONS POSTED TO 2024 54 2022 EXTENSION PYMT 340 OTHER NON-ALLOCABLE EXPENSE - 513 257 257 OTHER REVENUE 346 0 2022 TRANSACTIONS POSTED TO 2023 40 ROUNDING 1 FEDERAL TAX PAYMENT - PRIOR YE 68 0 0 FOREIGN TAXES ON QUALIFIED FOR 51 51 0 FOREIGN TAXES ON NONQUALIFIED 11 11 0