2025-07-03T11:33:05-05:00 2024-12-31 411360831 OLSEN THIELEN & CO LTD 2675 LONG LAKE ROAD ROSEVILLE MN 551131117 990PF 2024-01-01 411873763 BRUCE AND SUSAN WOHLFELD FOUNDATION BRUC 9419163797 411 WALNUT STREET 4967 GREEN COVE SPRINGS FL 32043 SUSAN S WOHLFELD PRESIDENT 9419163797 2025-06-17 1 1 RYAN VETTRUS CPA P01243596 6514834521 2024 2025-03-06 01:10:19Z X 1752494 X X 9758 9758 3484 3484 3484 13242 13242 0 0 0 0 0 1400 0 0 1400 12001 12001 0 0 876 876 0 0 1273 12 0 0 25 0 0 0 15575 12889 0 1400 71560 71560 87135 12889 0 72960 -73893 353 0 4492 108547 108547 1704779 34636 34636 47715 147675 143183 1752494 0 69401 0 69401 X 0 0 0 0 147675 73782 147675 73782 147675 143183 147675 -73893 0 73782 0 73782 CAPITAL GAINS DIVIDENDS P 3484 3484 3484 3484 5 0 5 0 5 640 0 0 0 640 0 635 635 0 0 0 0 0 0 0 0 0 0 0 1 1 MN 1 0 0 0 0 1 N/A BRUCE & SUSAN WOHLFELD 9419163797 411 WALNUT STREET 4967 GREEN COVE SPRINGS FL 32043 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE A WOHLFELD 411 WALNUT STREET 4967 GREEN COVE SPRINGS FL 32043 TREASURER 0.00 0 0 0 SUSAN S WOHLFELD 411 WALNUT STREET 4967 GREEN COVE SPRINGS FL 32043 PRESIDENT 0.00 0 0 0 ANNE WOHLFELD GLASS 411 WALNUT STREET 4967 GREEN COVE SPRINGS FL 32043 VICE PRESIDENT 0.00 0 0 0 MARNA WOHLFELD 411 WALNUT STREET 4967 GREEN COVE SPRINGS FL 32043 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1589754 0 0 1589754 0 0 1589754 23846 1565908 78295 78295 5 5 78290 0 78290 0 78290 72960 0 72960 78290 0 0 31500 58786 62500 152786 72960 0 0 0 72960 0 5330 5330 147456 0 0 0 0 0 0 26170 121286 58786 62500 X IU FOUNDATION VARSITY CLUB PO BOX 500 BLOOMINGTON IN 47402 PC EDUCATION 34560 FIRST PRESBYTERIAN CHURCH 25250 AIRPORT RD PUNTA GORDA FL 33950 PC GENERAL CHARITY 8000 SALVATION ARMY 168 S JEFFERSON STREET NASHVILLE IN 47448 PC GENERAL CHARITY 5000 MANY MANSIONS OF VENTURA COUNTY 1259 THOUSAND OAKS BLVD THOUSAND OAKS CA 91362 PC GENERAL CHARITY 3000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC GENERAL CHARITY 3000 TEMPLE SINAI 3100 MILITARY RD NW WASHINGTON DC 20015 PC GENERAL CHARITY 3000 WASHINGTON INTL SCHOOL 3100 MACOMB ST NW WASHINGTON DC 20008 PC EDUCATION 3000 VAN ZANT COMMUNITY MEMORIAL 590 LIVE OAK STREET CANTON TX 75103 PC GENERAL CHARITY 2500 NEW HOPE FOR FAMILIES PO BOX 154 BLOOMINGTON IN 47402 PC GENERAL CHARITY 2500 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 200906538 PC GENERAL CHARITY 2000 BROWN COUNTY K9 3494 STATE ROAD 135N NASHVILLE IN 47448 PC GENERAL CHARITY 2000 THE FIRST CHURCH OF CHRIST SCIENTIST 210 MASSACHUSETTS AVE BOSTON MA 02115 PC GENERAL CHARITY 1000 BLOOMINGTON MONTESSORI SCHOOL 1835 S HIGHLAND AVE BLOOMINGTON IN 474016702 PC EDUCATION 1000 THE SOCIETY OF ST VINCENT DE PAUL OF BROWN COUNTY PO BOX 577 NASHVILLE IN 47448 PC GENERAL CHARITY 500 PROJECT SCHOOL 349 S WALNUT ST BLOOMINGTON IN 47401 PC EDUCATION 500 71560 0 14 9758 14 3484 0 13242 0 13242 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1400 0 0 1400 DIAMOND HILL FUNDS 1828.166 SHRS 34636 47715 AIM IMMUNOTECH INC 5 SHRS 4410 1 APPLE INC 5416 SHRS 46786 1356275 AXCELIS TECHNOLOGIES 500 SHRS 3650 34935 CISCO SYSTEMS INC 300 SHRS 4404 17760 ISHARES TRUST CHINA LG-CAP ETF 200 SHRS 5016 6088 ISHARES TRUST BIOTECHNOLOGY EFT 420 SHRS 10815 55528 MEDMEN ENTERPRISES INC 10000 SHRS 3307 0 ORACLE CORP 200 SHRS 3750 33328 PROSHARES TRUST ULTRA FNCLS NEW ETF 600 SHRS 3446 51276 SELECT SECTOR SPDR MATERIALS ETF 200 SHRS 4993 16828 SELECT SECTOR SPDR HEALTHCARE ETF 200 SHRS 6314 27514 SPDR SERIES TRUST TECH ETF 400 SHRS 8377 80728 VALERO ENERGY CORP 200 SHRS 3279 24518 STATE FILING FEES 25 0 0 0 MARGIN ACCOUNT 0 58341 CHECKS OUTSTANDING 0 11060 INVESTMNET MANAGEMENT FEES 12001 12001 0 0 FOREIGN TAX PAID 12 12 0 0 EXCISE TAXES 1261 0 0 0