2026-09-09T10:01:46-05:00 2026-04-30 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990PF 2025-05-01 816087202 ANNE BENSON SCHLSHP TR FD ANNE 8882657962 PO BOX 64193 EAGAN MN 55164 U S BANK N A BY TRUSTEE 8882657962 2026-08-13 true ALLISON J VALENTY P00963824 4123556000 2026-08-13 X 2025 X 290602 X 7728 7672 6499 37485 6499 0 4 4 14231 14175 6388 5749 639 0 0 0 0 0 0 0 0 240 141 0 0 0 0 0 0 0 6628 5890 0 639 15492 15492 22120 5890 0 16131 -7889 8285 0 2809 4213 4213 0 0 0 195049 186008 286389 197858 190221 290602 0 X 197858 190221 197858 190221 197858 190221 197858 -7889 252 190221 0 190221 91. ISHARES CORE U.S. AGGREGATE BOND ETF 2025-04-30 2025-07-28 8943 9009 -66 -66 4. VANGUARD MID CAP ETF 2025-04-30 2025-07-28 1155 1013 142 142 11. ISHARES CORE S P 500 ETF 2021-09-08 2025-11-11 7517 4980 2537 2537 29. ISHARES 20 YEAR TREASURY BOND ETF 2024-11-11 2025-11-11 2606 2668 -62 -62 33. ISHARES CORE MSCI EMERGING MKTS ETF 2022-02-28 2025-11-11 2259 1873 386 386 6. ISHARES MSCI EAFE VALUE ETF 2022-02-28 2025-11-12 426 299 127 127 6. ISHARES CORE MSCI EAFE ETF 2024-05-31 2025-11-12 539 453 86 86 4.114 CLEARBRIDGE INTERNATIONAL GROWTH 2021-09-08 2025-11-12 332 300 32 32 56.253 CONGRESS MID CAP GROWTH INS 2014-10-03 2025-11-12 1282 785 497 497 8. VANGUARD RUSSELL 2000 INDEX FUND ETF 2025-04-30 2025-11-12 790 628 162 162 207. SCHWAB U S TIPS ETF 2025-07-28 2025-12-05 5522 5513 9 9 248.185 CONGRESS MID CAP GROWTH INS 2014-10-03 2026-02-04 4894 3465 1429 1429 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 CAPITAL GAIN DIVIDENDS P 1220 6499 115 0 115 0 115 104 0 0 104 0 11 0 0 false false false false false false false true true MT true false false false false true US BANK NA 8882657962 60 LIVINGSTON AVE SAINT PAUL MN 55107 false false false false true false false false false false false false false false false true false false false false false false false US BANK NA PO BOX 0634 MILWAUKEE WI 53201 TRUSTEE 1 4388 HELEN CONROY PO BOX 357 JUDITH GAP MT 59453 CO-TRUSTEE 1 2000 NONE 0 NONE 0 275526 4441 0 279967 0 0 279967 4200 275767 13788 13788 115 115 13673 0 13673 0 13673 16131 0 0 0 0 16131 13673 0 0 0 0 0 6068 1678 7746 16131 0 0 0 13673 2458 0 0 10204 0 0 0 0 0 0 0 10204 0 0 6068 1678 2458 NONE NONE ANNE BENSON SCHL CO US BANK PO BOX 30678 BILLINGS MT 59115 4066578139 CONTACT ABOVE MARCH 31 APPLICANTS MUST HAVE GRADUATED FROM JUDITH GAP HIGH SCHOOL, LOCATED IN IN JUDITH GAP, MONTANA AND MAJOR IN EDUCATION. MSUBILLINGS 1500 UNIVERSITY DRIVE BILLINGS MT 59101 NONE I SCHOLARSHIP 7746 UNIVERSITY OF MONTANA 32 CAMPUS DR MISSOULA MT 59812 NONE I SCHOLARSHIP 7746 15492 14 7728 18 6499 OTHER INCOME 1 4 14231 14231 false false false false false false false false false false 464287499 ISHARES RUSSELL MID AT COST 10677 15547 46432F842 ISHARES CORE MSCI EA AT COST 17641 23981 922908710 VANGUARD 500 INDEX A AT COST 24146 89865 464287226 ISHARES CORE U.S. AG AT COST 13789 13874 464288877 ISHARES MSCI EAFE VA AT COST 7916 12337 464287200 ISHARES CORE S P 500 46434G103 ISHARES CORE MSCI EM AT COST 14398 22605 74440B884 PGIM TOTAL RETURN BO AT COST 12540 11127 74316J458 CONGRESS MID CAP GRO 04314H568 ARTISAN HIGH INCOME AT COST 15030 13812 464287473 ISHARES RUSSELL MIDC 808524847 SCHWAB US REIT ETF AT COST 9718 10961 464287655 ISHARES RUSSELL 2000 861728400 STONE RIDGE HY REINS AT COST 8222 8197 024524217 AMERICAN BEACON STEP 464287432 ISHARES 20 YEAR TREA 52470V822 WESTERN ASSET INCOME 52471E258 CLEARBRIDGE INTERNAT AT COST 8731 10734 922042742 VANGUARD TOTAL WORLD AT COST 5464 6199 56064L298 NYLI CBRE GLOBAL INF AT COST 4713 5421 72201F490 PIMCO INCOME FUND IN AT COST 4073 4017 92206C664 VANGUARD RUSSELL 200 AT COST 11220 16065 922908629 VANGUARD MID CAP ETF AT COST 17730 21647 OTHER INCOME 4 4 PY PENDING SALES 249 ROUNDING 3 FOREIGN TAXES 83 83 0 FEDERAL ESTIMATES - PRINCIPAL 99 0 0 FOREIGN TAXES ON NONQUALIFIED 58 58 0