Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LYNCH & ASSOCIATES/IN 08-06-2024 06-30-2024 119 443,826,144
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $47,872,056 107,108 0.01 0.01 3,158 3.04 06-30-2024
ISHARES CORE S&P 500 INDEX ETF 2 $19,315,331 35,297 0.00 0.00 -197 -0.56 06-30-2024
ISHARES CORE S&P MIDCAP 400 IN ETF 3 $17,426,299 297,784 0.00 0.00 6,263 2.15 06-30-2024
PROCTER & GAMBLE CO COM 4 $14,960,562 90,714 0.00 0.00 1,138 1.27 06-30-2024
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