2026-03-31T11:02:36-04:00 2025-11-30 346565596 ERNST & YOUNG US LLP 40 WESTMINSTER ST STE 800 PROVIDENCE RI 02903 990PF 2024-12-01 232086508 PAUL A TROUTMAN FOUNDATION TRUST PAUL 8443823122 PO BOX 919798 ORLANDO FL 328919798 TRUIST BANK DIRECTOR 8443823122 2026-03-24 true true RICHARD RALEIGH P00382844 4014573839 2026-03-24 2024 2025-03-06 01:10:19Z X 991298 X 22708 22564 9510 357260 9510 0 32218 32074 11185 5593 5592 0 0 0 0 0 0 1500 0 0 1500 0 0 596 197 0 0 0 0 0 0 0 13281 5790 0 7092 50200 50200 63481 5790 0 57292 -31263 26284 0 1954 1954 17898 11425 11425 0 0 0 125014 117206 119755 659458 641595 858164 802370 772180 991298 0 X 802370 772180 802370 772180 802370 772180 802370 -31263 2000 773107 927 772180 249. ISHARES CORE TOTAL US BOND MKT ETF 2024-01-12 2025-01-10 23897 24692 -795 -795 108. ISHARES CORE TOTAL US BOND MKT ETF 2023-12-28 2025-01-10 10365 10755 -390 -390 484. ISHARES 5-10Y INV GRADE CORP ETF 2024-10-08 2025-01-10 24666 25634 -968 -968 218. ISHARES 20 PLUS YEAR TREASURY BD ETF 2025-01-10 2025-03-31 19821 18626 1195 1195 32. ISHARES 20 PLUS YEAR TREASURY BD ETF 2023-10-13 2025-03-31 2910 2794 116 116 1019.142 JOHCM INTERNATIONAL SEL-INST 2020-10-07 2025-04-01 23563 26999 -3436 -3436 70. ISHARES 20 PLUS YEAR TREASURY BD ETF 2025-01-10 2025-04-04 6534 5981 553 553 179. ISHARES 20 PLUS YEAR TREASURY BD ETF 2023-10-26 2025-04-04 16709 14976 1733 1733 420. ISHARES BARCLAYS 1-3 YR TREASURY BD 2025-01-10 2025-04-07 34744 34390 354 354 175.709 T ROWE PRICE INTEGRATED U.S. 2024-10-10 2025-04-09 6837 8364 -1527 -1527 191. ISHARES BARCLAYS 3-7 YR TREASURY BD 2025-03-31 2025-05-13 22377 22577 -200 -200 522. HARTFORD DVDND & GRWTH-F 2024-01-12 2025-05-29 17492 16913 579 579 158. VANGUARD RUSSELL 1000 GROWTH ETF 2024-10-08 2025-06-02 16324 15270 1054 1054 38. VANGUARD RUSSELL 1000 GROWTH ETF 2025-04-09 2025-06-02 3926 3182 744 744 58. VANGUARD RUSSELL 1000 GROWTH ETF 2024-01-12 2025-06-02 5992 4566 1426 1426 504.199 DFA US SMALL CAP PORTFOLIO 2022-03-09 2025-06-03 23622 21719 1903 1903 1273. GOLDMAN SACHS GQP PRT INTL-R6 2025-04-01 2025-06-03 28413 26853 1560 1560 380. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL 2025-04-07 2025-07-08 34772 34771 1 1 1940.994 DODGE & COX INCOME FUND 2020-08-26 2025-11-05 25000 28688 -3688 -3688 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 CAPITAL GAIN DIVIDENDS P 9296 9510 365 0 365 0 365 796 0 0 796 0 431 431 0 false false false false false false false true true PA true false false false false true TRUIST BANK NA 8443823122 PO BOX 919798 ORLANDO FL 32891 false false false false true false false false false false false false false false false true false false false false false false false TRUIST BANK N A PO BOX 919798 ORLANDO FL 32891 TRUSTEE 5 11185 JOHN A HAYES 1573 SPRING HILL DR HUMMELSTOWN PA 17036 CO-TRUSTEE 1 0 NONE 0 NONE 0 938540 24928 0 963468 0 0 963468 14452 949016 47451 47451 365 365 47086 2000 49086 0 49086 57292 0 0 0 0 57292 49086 6229 0 0 0 0 0 0 0 57292 6229 0 0 49086 1977 0 0 1977 0 0 0 0 0 0 0 1977 0 0 0 0 1977 James Molleca 1340 Broadcasting RD STE 100 Wyomissing PA 19610 4818814074 JMolleca@BBANDT.COM No Special form; Grant requests can be informally made without specific criteria other than for charitable purpose as defined N/A N/A ANDREW BOLING C/O ELIZABETHTOWN COLLEGE 1 ALPHA DRIVE ELIZABETHTOWN PA 17022 NONE I SCHOLARSHIP 2000 MARY JACKSON C/O SUSQUEHANNA UNIVERSITY 514 UNIVERSITY AVE SELLINSGROVE PA 17870 NONE I SCHOLARSHIP 2000 KATIE BOLIG C/O PENN STATE UNIVERSITY 103 SHIELDS BUILDING UNIVERSITY PARK PA 16802 NONE I SCHOLARSHIP 2000 REGAN JURY C/O LYCOMING UNIVERSITY ONE COLLEGE PL WILLIAMSPORT PA 17701 NONE I SCHOLARSHIP 2000 OLIVIA GARAY C/O SUSQUEHANNA UNIVERSITY 514 UNIVERSITY AVE SELLINSGROVE PA 17870 NONE I SCHOLARSHIP 2000 CAYDEN WARFIELD C/O DAVIS AND ELKINS COLLEGE 100 CAMPUS DRIVE ELKINS WV 26241 NONE I SCHOLARSHIP 2000 AMERICAN CANCER SOCIETY PO BOX 6703 HAGERSTOWN MD 21741 NONE PC GENERAL OPERATING 2500 AMERICAN HEART ASSOCIATION 4250 CRUMS MILL RD HARRISBURG PA 17112 NONE PC GENERAL OPERATING 2500 LEUKEMIA & LYMPHOMA SOCIETY INC CENTRAL PA CHAPTER PO BOX 22470 NEW YORK NY 10087 NONE PC GENERAL OPERATING 2500 SUSQUEHANNA UNIVERSITY 514 UNIVERSITY AVE SELINGSGROVE PA 17870 NONE PC GENERAL OPERATING 2000 GOODWILL INDUSTRIES OF CENTRAL PA 1150 GOODWILL DRIVE HARRISBURG PA 17101 NONE PC GENERAL OPERATING 1500 THE ARC OF DAUPHIN COUNTY INC 3544 N PROGRESS AVE HARRISBURG PA 17110 NONE PC GENERAL OPERATING 1500 FIRST UNITED METHODIST CHURCH HERSHEY 64 WEST CHOCOLATE AVE HERSHEY PA 17033 NONE PC GENERAL OPERATING 1000 WITF INC 4801 LINDLE ROAD HARRISBURG PA 17111 NONE PC GENERAL OPERATING 1500 YMCA OF NORTHERN DAUPHIN COUNTY 500 N CHURCH STREET ELIZABETHVILLE PA 17023 NONE PC GENERAL OPERATING 1000 LOWER DAUPHIN SCHOOL DISTRICT 291 EAST MAIN STREET HUMMELSTOWN PA 17036 NONE PC GENERAL OPERATING 2200 GAUDENZIA INC 106 MAIN STREET NORRISTOWN PA 19401 NONE PC GENERAL OPERATING 1000 MILLERSBURG FIRE COMPANY NO 1 325 CENTER ST MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 2000 MILLERSBURG BOROUGH INC 101 WEST STREET MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 1500 MILLERSBURG COMMUNITY POOL 101 WEST ST MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 3000 GRACE UNITED METHODIST CHURCH 982 MEDICAL ROAD MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 2000 NED SMITH CENTER FOR NATURE AND ART 176 WATER COMPANY RD MILLERSBURG PA 17061 NONE PC GENERAL OPERATING 2000 AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 20006 NONE PC GENERAL OPERATING 2000 ARTHRITIS FOUNDATION 1355 PEACHTREE STREET NE SUITE 600 ATLANTA GA 30309 NONE PC GENERAL OPERATING 2500 ALYSSA SMELTZ C/O UNIVERSITY OF PITTSBURGH PO BOX 643092 PITTSBURGH PA 15264 NONE I SCHOLARSHIP 4000 50200 14 22708 18 9510 32218 32218 false false false false false false false false false false TAX PREPARATION FEE (NON-ALLOC 1500 1500 464287432 ISHARES 20+ YEAR TRE 22315 23455 464287226 ISHARES CORE US AGGR 71797 73095 464287440 ISHARES 7-10 YEAR TR 23094 23205 256210105 DODGE & COX INCOME F AT COST 113508 118209 277902235 EATON VANCE ATLANTA AT COST 48014 53354 41664T669 HARTFORD DIVIDEND & AT COST 30549 46086 46653M849 JOHCM INTERNATIONAL 87283A102 T. ROWE PRICE QM US 233203843 DFA US SMALL CAP POR 464287200 ISHARES CORE S&P 500 AT COST 146171 245216 92206C680 VANGUARD RUSSELL 100 AT COST 64038 124745 04314H857 ARTISAN INTERNATIONA AT COST 29182 35757 19247U106 COHEN & STEERS INSTI AT COST 15845 17314 464287408 ISHARES S&P 500 VALU AT COST 33669 41209 464288638 ISHARES 5-10 YEAR IN 921943858 VANGUARD FTSE DEVELO AT COST 74171 84474 14064D451 FULLERTHALER BEHAVIO AT COST 23330 25744 233203371 DFA INTERNATIONAL CO AT COST 28366 31193 922040845 VANGUARD INSTL INDEX AT COST 34752 34863 2024 TRANSACTION POSTED IN 2025 41 2023 TRANSACTION POSTED IN 2024 886 RECOVERY OF PRIOR YEAR GRANTS 2000 FEDERAL ESTIMATES - PRINCIPAL 399 0 0 FOREIGN TAXES ON QUALIFIED FOR 172 172 0 FOREIGN TAXES ON NONQUALIFIED 25 25 0