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 544,198 7,863 SH SOLE 7,863 0 0
3M CO COM 88579Y101 673,722 4,639 SH SOLE 4,639 0 0
ABBOTT LABORATORIES COM 002824100 703,495 6,852 SH SOLE 6,852 0 0
ABBVIE INC COM 00287Y109 5,212,964 23,969 SH SOLE 23,969 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 887,348 4,475 SH SOLE 4,475 0 0
ADVANCED MICRO DEVICES INC COM 007903107 314,706 1,547 SH SOLE 1,547 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 404,943 1,394 SH SOLE 1,394 0 0
ALPHABET INC CAP STK CL A 02079K305 8,670,191 30,151 SH SOLE 30,151 0 0
ALPHABET INC CAP STK CL C 02079K107 16,537,192 57,649 SH SOLE 57,649 0 0
ALTRIA GROUP INC COM 02209S103 810,291 12,279 SH SOLE 12,279 0 0
AMAZON COM INC COM 023135106 3,740,529 17,960 SH SOLE 17,960 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,126,443 8,594 SH SOLE 8,594 0 0
AMERICAN EXPRESS CO COM 025816109 2,293,101 7,581 SH SOLE 7,581 0 0
AMGEN INC COM 031162100 3,520,259 10,005 SH SOLE 10,005 0 0
AMPHENOL CORP CL A 032095101 1,035,691 8,197 SH SOLE 8,197 0 0
APPLE INC COM 037833100 22,725,404 89,544 SH SOLE 89,544 0 0
APPLIED MATLS INC COM 038222105 351,360 1,028 SH SOLE 1,028 0 0
AT&T INC COM 00206R102 507,000 17,489 SH SOLE 17,489 0 0
BANK AMERICA CORP COM 060505104 446,843 9,166 SH SOLE 9,166 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 5,745,120 8 SH SOLE 8 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,067,603 23,096 SH SOLE 23,096 0 0
BLACKROCK INC COM 09290D101 463,544 482 SH SOLE 482 0 0
BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 1,621,348 71,425 SH SOLE 71,425 0 0
BLACKSTONE INC COM 09260D107 1,220,619 10,615 SH SOLE 10,615 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 531,618 22,441 SH SOLE 22,441 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 335,273 5,528 SH SOLE 5,528 0 0
BROADCOM INC COM 11135F101 1,354,725 4,377 SH SOLE 4,377 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107 1,181,319 29,190 SH SOLE 29,190 0 0
CATERPILLAR INC COM 149123101 1,438,174 2,030 SH SOLE 2,030 0 0
CHEVRON CORPORATION COM 166764100 1,121,605 5,421 SH SOLE 5,421 0 0
CHUBB LTD SWITZ COM H1467J104 748,009 2,295 SH SOLE 2,295 0 0
CISCO SYS INC COM 17275R102 7,215,938 93,001 SH SOLE 93,001 0 0
COCA COLA CO COM 191216100 2,817,399 37,047 SH SOLE 37,047 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 917,750 5,256 SH SOLE 5,256 0 0
COLGATE PALMOLIVE CO COM 194162103 241,371 2,832 SH SOLE 2,832 0 0
COMCAST CORP NEW CL A 20030N101 347,334 12,098 SH SOLE 12,098 0 0
CORNING INC COM 219350105 244,882 1,801 SH SOLE 1,801 0 0
COSTCO WHOLESALE CORPORATION COM 22160K105 2,616,625 2,626 SH SOLE 2,626 0 0
CSW INDUSTRIALS INC COM 126402106 2,103,923 8,074 SH SOLE 8,074 0 0
CUMMINS INC COM 231021106 241,571 449 SH SOLE 449 0 0
DANAHER CORP DEL COM 235851102 874,246 4,611 SH SOLE 4,611 0 0
DICKS SPORTING GOODS INC COM 253393102 705,516 3,558 SH SOLE 3,558 0 0
DIGITAL RLTY TR INC COM 253868103 615,057 3,413 SH SOLE 3,413 0 0
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 615,715 18,184 SH SOLE 18,184 0 0
DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1,858,064 47,692 SH SOLE 47,692 0 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 2,448,746 34,426 SH SOLE 34,426 0 0
DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 4,638,365 74,273 SH SOLE 74,273 0 0
DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 392,841 10,687 SH SOLE 10,687 0 0
DISNEY WALT CO COM 254687106 583,804 6,057 SH SOLE 6,057 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 474,564 3,624 SH SOLE 3,624 0 0
EATON CORP PLC SHS G29183103 301,158 842 SH SOLE 842 0 0
EATON VANCE MUN INCOME TERM SHS 27829U105 401,625 21,875 SH SOLE 21,875 0 0
ELI LILLY & CO COM 532457108 19,653,612 21,368 SH SOLE 21,368 0 0
EMERSON ELEC CO COM 291011104 292,175 2,230 SH SOLE 2,230 0 0
ENBRIDGE INC COM 29250N105 257,706 4,760 SH SOLE 4,760 0 0
EXXON MOBIL CORP COM 30231G102 4,457,053 26,270 SH SOLE 26,270 0 0
FIFTH THIRD BANCORP COM 316773100 747,960 16,099 SH SOLE 16,099 0 0
RBB FUND TRUST FIRST EAGLE OVER 75526L878 468,773 9,290 SH SOLE 9,290 0 0
GE AEROSPACE COM NEW 369604301 278,095 980 SH SOLE 980 0 0
GE VERNOVA INC COM 36828A101 225,208 258 SH SOLE 258 0 0
GENERAL DYNAMICS CORP COM 369550108 592,239 1,726 SH SOLE 1,726 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 596,847 706 SH SOLE 706 0 0
GOLDMAN SACHS ETF TR S&P 500 PREMIUM 38149W622 744,947 14,887 SH SOLE 14,887 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 288,753 5,569 SH SOLE 5,569 0 0
HOME DEPOT INC COM 437076102 2,975,936 9,048 SH SOLE 9,048 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,301,710 5,001 SH SOLE 5,001 0 0
INTEL CORP COM 458140100 426,869 9,673 SH SOLE 9,673 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 477,030 3,033 SH SOLE 3,033 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 643,545 2,655 SH SOLE 2,655 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 330,530 717 SH SOLE 717 0 0
INVESCO EXCH TRADED FD TR II VAR RATE PFD 46138G870 416,566 17,371 SH SOLE 17,371 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 340,672 3,294 SH SOLE 3,294 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 209,735 5,459 SH SOLE 5,459 0 0
ISHARES TR CORE 1 5 YR USD 46432F859 268,468 5,540 SH SOLE 5,540 0 0
ISHARES TR CORE DIVID ETF 46435U861 237,380 4,400 SH SOLE 4,400 0 0
ISHARES TR CORE S&P500 ETF 464287200 896,432 1,372 SH SOLE 1,372 0 0
ISHARES TR CRE U S REIT ETF 464288521 1,050,590 17,749 SH SOLE 17,749 0 0
ISHARES INC MSCI EMRG CHN 46434G764 2,110,841 26,835 SH SOLE 26,835 0 0
ISHARES TR MSCI INTL QUALTY 46434V456 2,692,112 58,233 SH SOLE 58,233 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 239,210 561 SH SOLE 561 0 0
JOHNSON & JOHNSON COM 478160104 8,319,579 34,035 SH SOLE 34,035 0 0
JPMORGAN CHASE & CO COM 46625H100 11,426,477 38,844 SH SOLE 38,844 0 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 3,113,270 54,927 SH SOLE 54,927 0 0
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 359,813 5,630 SH SOLE 5,630 0 0
KINDER MORGAN INC DEL COM 49456B101 1,006,504 30,018 SH SOLE 30,018 0 0
KKR & CO INC COM 48251W104 1,275,575 13,790 SH SOLE 13,790 0 0
LOCKHEED MARTIN CORP COM 539830109 947,684 1,568 SH SOLE 1,568 0 0
MARSH & MCLENNAN COS INC COM 571748102 380,549 2,194 SH SOLE 2,194 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,105,004 2,212 SH SOLE 2,212 0 0
MCDONALDS CORP COM 580135101 1,190,326 3,830 SH SOLE 3,830 0 0
MEDTRONIC PLC SHS G5960L103 2,073,535 23,930 SH SOLE 23,930 0 0
MERCK & CO INC COM 58933Y105 3,539,533 29,425 SH SOLE 29,425 0 0
META PLATFORMS INC CL A 30303M102 1,853,129 3,239 SH SOLE 3,239 0 0
MICRON TECHNOLOGY INC COM 595112103 290,880 861 SH SOLE 861 0 0
MICROSOFT CORP COM 594918104 13,418,956 36,251 SH SOLE 36,251 0 0
MOODYS CORP COM 615369105 811,861 1,861 SH SOLE 1,861 0 0
NETFLIX INC. COM 64110L106 330,564 3,438 SH SOLE 3,438 0 0
NEXTERA ENERGY INC COM 65339F101 1,966,813 21,176 SH SOLE 21,176 0 0
NORTHERN TR CORP COM 665859104 4,857,116 34,801 SH SOLE 34,801 0 0
NORTHROP GRUMMAN CORP COM 666807102 360,905 529 SH SOLE 529 0 0
NOVARTIS AG SPONSORED ADR 66987V109 408,912 2,677 SH SOLE 2,677 0 0
NUVEEN MUN CR INCOME FD COM SH BEN INT 67070X101 450,770 37,009 SH SOLE 37,009 0 0
NVIDIA CORPORATION COM 67066G104 5,795,312 33,230 SH SOLE 33,230 0 0
ORACLE CORP COM 68389X105 2,235,778 15,198 SH SOLE 15,198 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 2,907,169 19,874 SH SOLE 19,874 0 0
PEPSICO INC COM 713448108 1,958,432 12,611 SH SOLE 12,611 0 0
PFIZER INC COM 717081103 676,616 24,096 SH SOLE 24,096 0 0
PHILIP MORRIS INTL INC COM 718172109 966,743 5,847 SH SOLE 5,847 0 0
PIMCO ETF TR MTG BKD SECS ACT 72201R569 297,600 6,000 SH SOLE 6,000 0 0
PIMCO ETF TR MULTISECTOR BD 72201R585 759,370 28,984 SH SOLE 28,984 0 0
PROCTER & GAMBLE CO COM 742718109 4,259,201 29,488 SH SOLE 29,488 0 0
QXO INC COM NEW 82846H405 415,491 21,395 SH SOLE 21,395 0 0
RTX CORPORATION COM 75513E101 5,250,408 27,218 SH SOLE 27,218 0 0
SCHWAB CHARLES CORP COM 808513105 1,362,522 14,498 SH SOLE 14,498 0 0
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 290,068 8,803 SH SOLE 8,803 0 0
SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2,087,628 84,349 SH SOLE 84,349 0 0
SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 8,530,459 339,859 SH SOLE 339,859 0 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2,570,923 83,798 SH SOLE 83,798 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 258,277 9,706 SH SOLE 9,706 0 0
SOUTHERN CO COM 842587107 977,617 10,129 SH SOLE 10,129 0 0
SS&C TECH HLDGS COM 78467J100 479,477 7,096 SH SOLE 7,096 0 0
STARBUCKS CORP COM 855244109 548,560 6,123 SH SOLE 6,123 0 0
SPDR SERIES TRUST STATE STREET SPD 78468R788 354,919 7,797 SH SOLE 7,797 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 395,884 1,894 SH SOLE 1,894 0 0
TESLA INC COM 88160R101 841,642 2,264 SH SOLE 2,264 0 0
TEXAS INSTRS INC COM 882508104 2,508,677 12,922 SH SOLE 12,922 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 449,750 915 SH SOLE 915 0 0
UNITEDHEALTH GROUP INC COM 91324P102 244,613 904 SH SOLE 904 0 0
UNITY SOFTWARE INC COM 91332U101 214,134 9,760 SH SOLE 9,760 0 0
VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845 473,364 6,257 SH SOLE 6,257 0 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9,431,005 43,853 SH SOLE 43,853 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 269,444 4,985 SH SOLE 4,985 0 0
VANGUARD INDEX FDS GROWTH ETF 922908736 2,807,337 6,427 SH SOLE 6,427 0 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5,404,031 36,489 SH SOLE 36,489 0 0
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 1,059,751 11,980 SH SOLE 11,980 0 0
VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2,275,048 24,141 SH SOLE 24,141 0 0
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 261,468 2,948 SH SOLE 2,948 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6,114,558 10,233 SH SOLE 10,233 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 212,569 2,682 SH SOLE 2,682 0 0
VANGUARD MALVERN FDS STRM INFPROIDX 922020805 311,388 6,234 SH SOLE 6,234 0 0
VANGUARD INDEX FDS SM CP VAL ETF 922908611 422,734 1,946 SH SOLE 1,946 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 505,270 1,929 SH SOLE 1,929 0 0
VANGUARD INDEX FDS SML CP GRW ETF 922908595 1,671,149 5,529 SH SOLE 5,529 0 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 318,006 4,318 SH SOLE 4,318 0 0
VANGUARD STAR FDS VG TL INTL STK F 921909768 417,931 5,420 SH SOLE 5,420 0 0
VANGUARD INDEX FDS TOTAL STK MKT 922908769 12,680,488 39,526 SH SOLE 39,526 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 8,389,006 60,649 SH SOLE 60,649 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 2,633,032 13,420 SH SOLE 13,420 0 0
VEEVA SYS INC CL A COM 922475108 351,320 2,000 SH SOLE 2,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 815,372 16,242 SH SOLE 16,242 0 0
VISA INC COM CL A 92826C839 5,673,256 18,771 SH SOLE 18,771 0 0
WALMART INC COM 931142103 10,325,938 83,086 SH SOLE 83,086 0 0
WASTE MGMT INC DEL COM 94106L109 553,514 2,409 SH SOLE 2,409 0 0
WELLS FARGO & CO COM 949746101 2,184,260 27,437 SH SOLE 27,437 0 0
WELLTOWER INC COM 95040Q104 328,396 1,661 SH SOLE 1,661 0 0
XPO INC COM 983793100 1,015,356 5,219 SH SOLE 5,219 0 0