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        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-10</SoldDt>
        <GrossSalesPriceAmt>29764</GrossSalesPriceAmt>
        <BasisAmt>2088</BasisAmt>
        <TotalNetAmt>27676</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>AIR PRODUCTS</AssetDesc>
        <AcquiredDt>2021-11</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-10</SoldDt>
        <GrossSalesPriceAmt>24974</GrossSalesPriceAmt>
        <BasisAmt>1744</BasisAmt>
        <TotalNetAmt>23230</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>AIR PRODUCTS</AssetDesc>
        <AcquiredDt>2021-11</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-10</SoldDt>
        <GrossSalesPriceAmt>19761</GrossSalesPriceAmt>
        <BasisAmt>1356</BasisAmt>
        <TotalNetAmt>18405</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <InvestmentsOtherSchedule2 documentId="RetDoc4">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>3078.446 SHS CALAMOS GROWTH &amp; INCOME</CategoryOrItemTxt>
        <BookValueAmt>93058</BookValueAmt>
        <EOYFMVAmt>151521</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>1434.2921 SHS AIR PROD &amp; CHEM INC</CategoryOrItemTxt>
        <BookValueAmt>336956</BookValueAmt>
        <EOYFMVAmt>400038</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>1652 SHS BRISTL MYERS SQUIBB</CategoryOrItemTxt>
        <EOYFMVAmt>56198</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>2000 BRISTOL MYERS SQUIBB RTS</CategoryOrItemTxt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>502.1910 SHS DODGE &amp; COX STOCK FUND</CategoryOrItemTxt>
        <BookValueAmt>74242</BookValueAmt>
        <EOYFMVAmt>131941</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>1117.8790 SHS VANGUARD SML CAP INDEX</CategoryOrItemTxt>
        <BookValueAmt>26559</BookValueAmt>
        <EOYFMVAmt>122229</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>6426.7950 SHS VANUGARD WELLESLEY</CategoryOrItemTxt>
        <BookValueAmt>162798</BookValueAmt>
        <EOYFMVAmt>162469</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>675.8392 SHS SPDR TRUST UNIT SR 1</CategoryOrItemTxt>
        <BookValueAmt>81626</BookValueAmt>
        <EOYFMVAmt>398333</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>344.4409 TORTOISE EGY INFRASTRUC</CategoryOrItemTxt>
        <BookValueAmt>35933</BookValueAmt>
        <EOYFMVAmt>13950</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>2915.2120 SHS T ROWE PRICE GBL</CategoryOrItemTxt>
        <BookValueAmt>120633</BookValueAmt>
        <EOYFMVAmt>189372</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>658.8570 SHS ISHARES CORE MID CAP</CategoryOrItemTxt>
        <BookValueAmt>126164</BookValueAmt>
        <EOYFMVAmt>197763</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>928.5386 VANGUARD DIVIDEND FUND</CategoryOrItemTxt>
        <BookValueAmt>106864</BookValueAmt>
        <EOYFMVAmt>183786</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>1729.3420SHS ARTISAN GLOBAL FUND</CategoryOrItemTxt>
        <BookValueAmt>29379</BookValueAmt>
        <EOYFMVAmt>43631</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>1179.6920 SHS VANGUARD ENERGY FUND</CategoryOrItemTxt>
        <BookValueAmt>57117</BookValueAmt>
        <EOYFMVAmt>54785</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>4107.0670 SHS VANGUARD STRATEGIC</CategoryOrItemTxt>
        <BookValueAmt>133189</BookValueAmt>
        <EOYFMVAmt>145308</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>3208.5650 SHS VANGUARD TOTAL INTL</CategoryOrItemTxt>
        <BookValueAmt>91986</BookValueAmt>
        <EOYFMVAmt>115412</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>1961.2505 SHS I SHARES CONVERTIBLE</CategoryOrItemTxt>
        <BookValueAmt>164396</BookValueAmt>
        <EOYFMVAmt>170707</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherDecreasesSchedule documentId="RetDoc5">
      <OtherDecreasesDetail>
        <Desc>BASIS ADJ FOR CONTRIBUTED STOCK SOLD</Desc>
        <Amt>88124</Amt>
      </OtherDecreasesDetail>
    </OtherDecreasesSchedule>
    <TaxesSchedule documentId="RetDoc6">
      <TaxesDetail>
        <CategoryTxt>UNITED STATES TREASURY</CategoryTxt>
        <Amt>1401</Amt>
        <DisbursementsCharitablePrpsAmt>1401</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
      <TaxesDetail>
        <CategoryTxt>PA DEPARTMENT OF CHARITABLE</CategoryTxt>
        <Amt>15</Amt>
        <DisbursementsCharitablePrpsAmt>15</DisbursementsCharitablePrpsAmt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>