Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LYNCH & ASSOCIATES/IN | 04-09-2024 | 03-31-2024 | 121 | 432,986,113 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $43,733,694 | 103,950 | 0.01 | 9.40 | -8,944 | -7.92 | 03-31-2024 |
| ISHARES CORE S&P 500 INDEX | ETF | 2 | $18,660,476 | 35,494 | 0.00 | 4.01 | 91 | 0.26 | 03-31-2024 |
| ISHARES CORE S&P MIDCAP 400 IN | ETF | 3 | $17,707,006 | 291,521 | 0.00 | 3.85 | 232,962 | 397.82 | 03-31-2024 |
| PROCTER & GAMBLE CO | COM | 4 | $14,533,658 | 89,576 | 0.00 | 3.59 | -3,663 | -3.93 | 03-31-2024 |
