2025-10-27T08:01:27-05:00 2025-06-30 920460586 PWC US TAX LLP 4300 E CAMELBACK ROAD STE 475 PHOENIX AZ 85018 990PF 2024-07-01 626186726 IRA M GAMBILL MEDICAL EDUCATION TR GAMB 4232827643 P O BOX 11647 BIRMINGHAM AL 35202 REGIONS BANK TRUSTEE TRUST OFFICER 4232827643 2025-10-07 true true JEFFREY E KUHLIN P00353001 4123556000 2025-10-07 X 2024 2025-03-06 01:10:19Z X 334553 8872 8872 11566 122891 11566 0 64 20502 20438 7093 5674 1419 0 0 0 0 0 0 200 0 0 200 0 0 220 183 0 0 0 0 0 0 0 7513 5857 0 1619 10000 10000 17513 5857 0 11619 2989 14581 0 2807 6619 6619 0 0 0 286099 285527 327934 288906 292146 334553 0 X 288906 292146 288906 292146 288906 292146 288906 2989 251 292146 0 292146 611.459 AMERICAN BEACON FDS 2023-01-05 2024-07-05 6579 6823 -244 -244 351.043 BLACKROCK FDS 2020-08-13 2024-07-05 4999 4915 84 84 852.669 CALAMOS INVT TR NEW 2021-05-20 2024-07-05 12483 11265 1218 1218 500.049 FEDERATED HERMES INSTL TR 2023-01-04 2024-07-05 4380 4205 175 175 198.539 GMO TR 2021-05-20 2024-07-05 4779 5134 -355 -355 396.294 JPMORGAN TR I 2019-03-18 2024-07-05 12519 7575 4944 4944 450.116 JPMORGAN TR I 2023-10-26 2024-07-05 5172 5172 487.905 ABSOLUTE CONVERT ARBIT-INST 2023-07-17 2024-07-05 5430 5333 97 97 3731.792 VANGUARD TOT BD MKT IDX-ADM 2023-01-04 2024-07-05 35601 35713 -112 -112 109.022 VANGUARD TOTAL INTL BND-ADM 2023-01-04 2024-07-05 2125 2093 32 32 29.031 FEDERATED HERMES INSTL TR 2023-01-04 2024-08-12 256 244 12 12 363.904 VANGUARD TOT BD MKT IDX-ADM 2023-01-04 2024-08-12 3544 3483 61 61 10.007 VANGUARD TOTAL INTL BND-ADM 2023-01-04 2024-08-12 199 192 7 7 20. ISHARES CORE S&P MIDCAP ETF 2022-04-25 2024-11-22 1320 1019 301 301 16. ISHARES CORE S&P SMALL-CAP E 2022-04-25 2024-11-22 1977 1634 343 343 17. ISHARES TR 2019-02-04 2024-12-31 1744 689 1055 1055 4. ISHARES TR 2023-01-04 2024-12-31 765 588 177 177 566.95 VANGUARD TOT BD MKT IDX-ADM 2023-01-04 2025-03-07 5454 5426 28 28 529.669 SCHWAB CAP TR 2023-01-04 2025-06-16 6552 4868 1684 1684 384.626 VANGUARD DEV MKT INDX-ADM 2022-09-13 2025-06-16 6973 4954 2019 2019 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 CAPITAL GAIN DIVIDENDS P 40 11566 203 0 203 0 203 0 0 0 0 203 0 0 false false false false false false false true true TN true false false false false true REGIONS BANK 4232827643 208 SUNSET DR SUITE 200-E JOHNSON CITY TN 37604 false false false false false false false false false false false false false false false false false false false false false REGIONS BANK 208 SUNSET DR SUITE 200-E JOHNSON CITY TN 37604 TRUSTEE 1 7093 NONE 0 NONE 0 317518 4527 0 322045 0 0 322045 4831 317214 15861 15861 203 203 15658 0 15658 0 15658 11619 0 0 0 0 11619 15658 0 0 10296 14923 10704 18708 22687 77318 11619 0 0 0 11619 0 4039 4039 73279 0 0 0 0 0 0 6257 67022 14923 10704 18708 22687 NA NA REGIONS BANK 208 SUNSET DRIVE SUITE 200 JOHNSON CITY TN 37604 4239008794 SCHOLARSHIP GIFTS ARE RESTRICTED TO JOHNSON CITY, TN STUDENT ATTENDING EAST TENNESSE STATE UNIVERSITY MEDICAL SCHOOL FINANCIAL ASSISTANCE FOR THE COST OF TUITON, BOOKS, FEES SEE ABOVE SEE ABOVE TENNESSEE STATE UNIVERSITY 3500 JOHN A MERRITT BLVD NASHVILLE TN 37209 NONE I SCHOLARSHIP 5000 EAST TENNESSEE STATE UNIVERSITY 1276 GILBREATH DR JOHNSON CITY TN 37614 NONE I SCHOLARSHIP 5000 10000 14 8872 18 11566 FEDERAL TAX REFUND 14 64 20502 20502 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 200 200 024525669 AMERICAN BEACON FDS 09258N570 BLACKROCK FDS 128119880 CALAMOS INVT TR NEW 31420B847 FEDERATED HERMES INS AT COST 10331 11093 362014193 GMO TR 464287309 ISHARES TR AT COST 32293 50976 464287408 ISHARES TR AT COST 40821 48660 464287507 ISHARES TR AT COST 29599 32312 464287804 ISHARES TR AT COST 20458 21421 46637K265 JPMORGAN TR I 48121L114 JPMORGAN TR I 808509376 SCHWAB CAP TR AT COST 18507 21932 90470L360 ABSOLUTE CONVERT ARB 921937603 VANGUARD BD INDEX FD AT COST 85260 86240 921943809 VANGUARD TAX-MANAGED AT COST 18278 21878 92203J308 VANGUARD CHARLOTTE F AT COST 7478 7666 922042841 VANGUARD INTL EQUITY AT COST 19279 22488 25159K705 DWS RREEF REAL ASSET 589509207 MERGER FUND/THE 921946885 VANGUARD WHITEHALL F AT COST 3223 3268 FEDERAL TAX REFUND 64 0 COST BASIS ADJ 251 FOREIGN TAXES 115 115 0 FEDERAL TAX PAYMENT - PRIOR YE 37 0 0 FOREIGN TAXES ON NONQUALIFIED 68 68 0