2026-07-06T07:29:15-07:00 2025-12-31 271585580 VISION FINANCIAL SERVICES LLC 1776 22nd Street Suite 101 West Des Moines IA 50266 990PF 2025-01-01 472677250 Emily Anne Weikert Charitable Foundation EMIL 5152222396 255 S 41st St West Des Moines IA 50265 Rod Weikert Trustee 5152222396 2026-05-07 true Michael Hammen EA CFP P01020233 5154401133 2026-07-03 X 2025 2025-03-06 01:10:19Z X 1940153 X X 45567 45567 102448 786102 102448 1737 0 0 148015 148015 1737 0 1007 1007 11272 11272 636 636 0 6 6 12921 12921 0 133750 0 146671 12921 0 1344 135094 1737 35827 63581 63581 0 0 298663 294058 297899 826740 918072 1352902 146393 0 0 0 174727 214927 225771 0 -2 0 0 1482348 1490638 1940153 0 0 0 0 0 X 1482348 1490638 1482348 1490638 1482348 1490638 1482348 1344 6946 1490638 1490638 Short-term transactions P 2025-08-15 2025-12-23 364807 0 363070 1737 0 0 0 1737 Long-term transactions P 2024-08-21 2025-11-26 372511 0 320584 51927 0 0 0 51927 Capital gain distributions P 2024-01-01 2025-12-31 48784 0 0 48784 0 0 0 48784 102448 1737 1878 0 1878 0 1878 887 0 887 887 X 38 1029 0 false false false false false false false false true IA true false false false false true N/A Rod Weikert 5152222396 4300 Stonebridge Rd West Des Moines IA 50265 false false false false false false false false false false false false false false false false false false false false false false Rod Weikert 4300 Stonebridge Rd West Des Moines IA 50265 Trustee 1.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 1878 1878 0 0 0 0 0 0 11049 0 83750 0 94799 0 0 94799 0 0 0 0 0 94799 11049 0 83750 0 0 X WDMCS Student Scholarship Fund 3775 EP True Pkwy 155 West Des Moines IA 50265 PC 2025 Spring Scholarships 15000 Children's Tumor Foundation 697 Third Avenue Suite 418 New York NY 10017 PC Team Emerson 25000 WDMCS Student Scholarship Fund 3775 EP True Pkwy 155 West Des Moines IA 50265 PC 2025 Fall Scholarships 18750 Friends of WDM Parks & Recreation PO Box 6590 430 5th St West Des Moines IA 50265 PC To support and enhance communityengagement & outdoor enjoyment 50000 EveryStep Foundation 3000 Easton Blvd 3 Des Moines IA 50317 PC Cheer Box Program-Give a box of cheer of giftsto people in need 25000 133750 14 45567 45567 45567 1 NA false false false false false false false false false false Vision Fin Svces Tax prep 880 880 Other Tax doc processing 127 127 Principal Funds Blue Chip 142002 178620 Amer Funds Euro Pac Growth 100769 110434 Principal Funds Midcap 78687 151994 Various Common Stock positions 105359 201909 iShares Russell 1000 Value 92250 105170 iShares Russell 1000 Growth ETF 41743 71942 Vanguard Div Apprec ETF 46041 134066 Vanguard Index Small Cap ETF 46543 50300 Vanguard High Div Yield ETF 50449 112520 Vanguard World Fund Energy ETF 19888 20147 Vanguard Index Fund Value ETF 23071 31513 Vanguard FTSE Dev Mkts ETF 59980 62470 Vanguard Scottsdale Fnd Intl High Div ETF 91066 101250 Select Sector State Street Energy ETF 20224 20567 294058 297899 JP Morgan Chase 4.8% 2/7/30 35006 36057 Morgan Stanley CD 3.85% 9/18/28 49956 50115 Truist Bank CD 4.4% 9/29/29 14931 14997 Wells Fargo CD 4.30% 7/22/27 40130 49159 Wells Fargo Bank CD 4.25% 2/8/27 74904 75443 Rounding error -2 0 0 Nondividend Distributions 6 6 Unrealized gains on securities 6946 West Bank Trust Dept Agency fees 11272 11272 Foreign tax withheld- West Bank 636 636