The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1ST SOURCE CORP COM 336901103 722,009 11,554 SH SOLE 11,554 0 0
3M CO COM 88579Y101 975,649 6,094 SH SOLE 6,094 0 0
ABBOTT LABS COM 002824100 941,680 7,516 SH SOLE 7,516 0 0
ABBVIE INC COM 00287Y109 5,640,695 24,687 SH SOLE 24,687 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1,276,571 4,758 SH SOLE 4,758 0 0
ADVANCED MICRO DEVICES INC COM 007903107 268,985 1,256 SH SOLE 1,256 0 0
AIR PRODS & CHEMS INC COM 009158106 344,840 1,396 SH SOLE 1,396 0 0
ALPHABET INC CAP STK CL A 02079K305 9,586,916 30,629 SH SOLE 30,629 0 0
ALPHABET INC CAP STK CL C 02079K107 18,100,612 57,682 SH SOLE 57,682 0 0
ALTRIA GROUP INC COM 02209S103 743,353 12,892 SH SOLE 12,892 0 0
AMAZON COM INC COM 023135106 3,960,410 17,158 SH SOLE 17,158 0 0
AMERICAN ELEC PWR CO INC COM 025537101 999,663 8,669 SH SOLE 8,669 0 0
AMERICAN EXPRESS CO COM 025816109 2,827,158 7,642 SH SOLE 7,642 0 0
AMGEN INC COM 031162100 3,270,809 9,993 SH SOLE 9,993 0 0
AMPHENOL CORP NEW CL A 032095101 1,108,283 8,201 SH SOLE 8,201 0 0
APPLE INC COM 037833100 24,366,823 89,630 SH SOLE 89,630 0 0
APPLIED MATLS INC COM 038222105 251,079 977 SH SOLE 977 0 0
AT&T INC COM 00206R102 404,685 16,292 SH SOLE 16,292 0 0
BANK AMERICA CORP COM 060505104 503,470 9,154 SH SOLE 9,154 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 6,038,400 8 SH SOLE 8 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 12,324,978 24,520 SH SOLE 24,520 0 0
BLACKROCK INC COM 09290D101 535,170 500 SH SOLE 500 0 0
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 1,947,490 85,341 SH SOLE 85,341 0 0
BLACKSTONE INC COM 09260D107 1,669,182 10,829 SH SOLE 10,829 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 674,880 25,632 SH SOLE 25,632 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 324,503 6,016 SH SOLE 6,016 0 0
BROADCOM INC COM 11135F101 1,508,650 4,359 SH SOLE 4,359 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,339,529 29,190 SH SOLE 29,190 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 209,116 669 SH SOLE 669 0 0
CATERPILLAR INC COM 149123101 1,160,062 2,025 SH SOLE 2,025 0 0
CHEVRON CORP NEW COM 166764100 804,268 5,277 SH SOLE 5,277 0 0
CHUBB LIMITED COM H1467J104 704,767 2,258 SH SOLE 2,258 0 0
CISCO SYS INC COM 17275R102 7,203,884 93,520 SH SOLE 93,520 0 0
COCA COLA CO COM 191216100 2,737,163 39,153 SH SOLE 39,153 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 1,174,345 5,193 SH SOLE 5,193 0 0
COLGATE PALMOLIVE CO COM 194162103 212,959 2,695 SH SOLE 2,695 0 0
COMCAST CORP NEW CL A 20030N101 474,145 15,863 SH SOLE 15,863 0 0
COSTCO WHSL CORP NEW COM 22160K105 2,218,801 2,573 SH SOLE 2,573 0 0
CSW INDUSTRIALS INC COM 126402106 2,352,643 8,015 SH SOLE 8,015 0 0
CUMMINS INC COM 231021106 310,354 608 SH SOLE 608 0 0
CVS HEALTH CORP COM 126650100 259,031 3,264 SH SOLE 3,264 0 0
DANAHER CORPORATION COM 235851102 1,067,912 4,665 SH SOLE 4,665 0 0
DICKS SPORTING GOODS INC COM 253393102 699,428 3,533 SH SOLE 3,533 0 0
DIGITAL RLTY TR INC COM 253868103 667,110 4,312 SH SOLE 4,312 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 523,684 16,079 SH SOLE 16,079 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1,410,314 37,006 SH SOLE 37,006 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2,332,908 33,485 SH SOLE 33,485 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4,006,961 67,299 SH SOLE 67,299 0 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 440,344 11,579 SH SOLE 11,579 0 0
DISNEY WALT CO COM 254687106 807,992 7,102 SH SOLE 7,102 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 387,501 3,306 SH SOLE 3,306 0 0
EATON CORP PLC SHS G29183103 263,726 828 SH SOLE 828 0 0
EATON VANCE MUN INCOME 2028 SHS 27829U105 612,893 32,775 SH SOLE 32,775 0 0
ELI LILLY & CO COM 532457108 23,267,857 21,651 SH SOLE 21,651 0 0
EMERSON ELEC CO COM 291011104 301,673 2,273 SH SOLE 2,273 0 0
ENBRIDGE INC COM 29250N105 227,671 4,760 SH SOLE 4,760 0 0
EXXON MOBIL CORP COM 30231G102 3,134,343 26,046 SH SOLE 26,046 0 0
FIFTH THIRD BANCORP COM 316773100 746,807 15,954 SH SOLE 15,954 0 0
GE AEROSPACE COM NEW 369604301 283,696 921 SH SOLE 921 0 0
GENERAL DYNAMICS CORP COM 369550108 608,681 1,808 SH SOLE 1,808 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 607,472 691 SH SOLE 691 0 0
GOLDMAN SACHS ETF TR S&P 500 PREMIUM 38149W622 386,443 7,319 SH SOLE 7,319 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 293,152 5,569 SH SOLE 5,569 0 0
HOME DEPOT INC COM 437076102 3,125,519 9,083 SH SOLE 9,083 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,331,005 5,404 SH SOLE 5,404 0 0
INTEL CORP COM 458140100 401,952 10,893 SH SOLE 10,893 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 490,577 3,029 SH SOLE 3,029 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 867,085 2,927 SH SOLE 2,927 0 0
INTUIT COM 461202103 264,306 399 SH SOLE 399 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 403,815 713 SH SOLE 713 0 0
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 492,552 20,245 SH SOLE 20,245 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 468,306 4,574 SH SOLE 4,574 0 0
ISHARES TR CORE 1 5 YR USD 46432F859 270,075 5,540 SH SOLE 5,540 0 0
ISHARES TR CORE DIVID ETF 46435U861 239,175 4,500 SH SOLE 4,500 0 0
ISHARES TR CORE S&P500 ETF 464287200 939,837 1,372 SH SOLE 1,372 0 0
ISHARES TR CRE U S REIT ETF 464288521 1,020,608 17,918 SH SOLE 17,918 0 0
ISHARES INC MSCI EMRG CHN 46434G764 1,950,368 26,835 SH SOLE 26,835 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 2,646,690 58,233 SH SOLE 58,233 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 265,521 561 SH SOLE 561 0 0
JOHNSON & JOHNSON COM 478160104 7,147,166 34,536 SH SOLE 34,536 0 0
JPMORGAN CHASE & CO. COM 46625H100 12,567,660 39,003 SH SOLE 39,003 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3,145,658 54,956 SH SOLE 54,956 0 0
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 374,001 5,630 SH SOLE 5,630 0 0
KINDER MORGAN INC DEL COM 49456B101 821,511 29,884 SH SOLE 29,884 0 0
KKR & CO INC COM 48251W104 1,757,312 13,785 SH SOLE 13,785 0 0
LOCKHEED MARTIN CORP COM 539830109 732,653 1,515 SH SOLE 1,515 0 0
MARSH & MCLENNAN COS INC COM 571748102 409,628 2,208 SH SOLE 2,208 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,389,577 2,434 SH SOLE 2,434 0 0
MCDONALDS CORP COM 580135101 1,166,895 3,818 SH SOLE 3,818 0 0
MEDTRONIC PLC SHS G5960L103 2,394,007 24,922 SH SOLE 24,922 0 0
MERCK & CO INC COM 58933Y105 3,094,960 29,403 SH SOLE 29,403 0 0
META PLATFORMS INC CL A 30303M102 2,192,159 3,321 SH SOLE 3,321 0 0
MICRON TECHNOLOGY INC COM 595112103 241,171 845 SH SOLE 845 0 0
MICROSOFT CORP COM 594918104 18,456,669 38,164 SH SOLE 38,164 0 0
MOODYS CORP COM 615369105 965,507 1,890 SH SOLE 1,890 0 0
NETFLIX INC COM 64110L106 275,654 2,940 SH SOLE 2,940 0 0
NEXTERA ENERGY INC COM 65339F101 1,726,551 21,507 SH SOLE 21,507 0 0
NORTHERN TR CORP COM 665859104 4,752,260 34,792 SH SOLE 34,792 0 0
NORTHROP GRUMMAN CORP COM 666807102 387,837 680 SH SOLE 680 0 0
NOVARTIS AG SPONSORED ADR 66987V109 364,942 2,647 SH SOLE 2,647 0 0
NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 465,573 37,009 SH SOLE 37,009 0 0
NVIDIA CORPORATION COM 67066G104 6,193,327 33,208 SH SOLE 33,208 0 0
ORACLE CORP COM 68389X105 3,048,197 15,639 SH SOLE 15,639 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 3,524,960 19,831 SH SOLE 19,831 0 0
PEPSICO INC COM 713448108 1,821,269 12,690 SH SOLE 12,690 0 0
PFIZER INC COM 717081103 646,055 25,946 SH SOLE 25,946 0 0
PHILIP MORRIS INTL INC COM 718172109 926,631 5,777 SH SOLE 5,777 0 0
PIMCO ETF TR MULTISECTOR BD 72201R585 713,612 26,747 SH SOLE 26,747 0 0
PROCTER AND GAMBLE CO COM 742718109 4,407,550 30,755 SH SOLE 30,755 0 0
QUALCOMM INC COM 747525103 216,207 1,264 SH SOLE 1,264 0 0
QXO INC COM NEW 82846H405 364,928 18,918 SH SOLE 18,918 0 0
RTX CORPORATION COM 75513E101 4,989,633 27,206 SH SOLE 27,206 0 0
SCHWAB CHARLES CORP COM 808513105 1,454,590 14,559 SH SOLE 14,559 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 288,308 8,803 SH SOLE 8,803 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,027,740 84,349 SH SOLE 84,349 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8,861,262 337,829 SH SOLE 337,829 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2,303,801 83,988 SH SOLE 83,988 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 301,880 11,396 SH SOLE 11,396 0 0
SOUTHERN CO COM 842587107 944,553 10,832 SH SOLE 10,832 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 618,846 7,079 SH SOLE 7,079 0 0
STARBUCKS CORP COM 855244109 511,828 6,078 SH SOLE 6,078 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R788 354,520 8,197 SH SOLE 8,197 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 430,449 1,892 SH SOLE 1,892 0 0
TESLA INC COM 88160R101 1,012,769 2,252 SH SOLE 2,252 0 0
TEXAS INSTRS INC COM 882508104 2,242,879 12,928 SH SOLE 12,928 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 534,832 923 SH SOLE 923 0 0
UBER TECHNOLOGIES INC COM 90353T100 204,602 2,504 SH SOLE 2,504 0 0
UNITEDHEALTH GROUP INC COM 91324P102 368,403 1,116 SH SOLE 1,116 0 0
UNITY SOFTWARE INC COM 91332U101 443,069 10,031 SH SOLE 10,031 0 0
VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845 743,513 9,857 SH SOLE 9,857 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9,561,403 43,504 SH SOLE 43,504 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 254,559 4,735 SH SOLE 4,735 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 3,546,183 7,269 SH SOLE 7,269 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5,605,813 39,059 SH SOLE 39,059 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1,101,058 12,040 SH SOLE 12,040 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2,248,290 24,981 SH SOLE 24,981 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,134,072 9,781 SH SOLE 9,781 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 308,334 6,234 SH SOLE 6,234 0 0
VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 243,780 2,400 SH SOLE 2,400 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 426,043 2,012 SH SOLE 2,012 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 524,759 2,034 SH SOLE 2,034 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,911,256 6,326 SH SOLE 6,326 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 305,570 4,125 SH SOLE 4,125 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 431,321 5,717 SH SOLE 5,717 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 11,987,133 35,754 SH SOLE 35,754 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 8,156,938 57,826 SH SOLE 57,826 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 3,054,300 15,992 SH SOLE 15,992 0 0
VEEVA SYS INC CL A COM 922475108 433,513 1,942 SH SOLE 1,942 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 680,636 16,711 SH SOLE 16,711 0 0
VISA INC COM CL A 92826C839 6,647,771 18,955 SH SOLE 18,955 0 0
WALMART INC COM 931142103 9,306,555 83,534 SH SOLE 83,534 0 0
WASTE MGMT INC DEL COM 94106L109 519,256 2,363 SH SOLE 2,363 0 0
WELLS FARGO CO NEW COM 949746101 2,592,824 27,820 SH SOLE 27,820 0 0
WELLTOWER INC COM 95040Q104 388,853 2,095 SH SOLE 2,095 0 0
XPO INC COM 983793100 709,314 5,219 SH SOLE 5,219 0 0