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 |
