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
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
ABBOTT LABS COM 002824100 284 2,932 SH   SOLE 0 0 0 2,932
ABBVIE INC COM 00287Y109 280 2,087 SH   SOLE 0 0 0 2,087
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 229 891 SH   SOLE 0 0 0 891
ALPHABET INC CAP STK CL A 02079K305 708 7,402 SH   SOLE 0 0 0 7,402
ALPHABET INC CAP STK CL C 02079K107 248 2,580 SH   SOLE 0 0 0 2,580
AMAZON COM INC COM 023135106 1,327 11,743 SH   SOLE 0 0 0 11,743
APPLE INC COM 037833100 4,764 34,474 SH   SOLE 0 0 0 34,474
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 361 1,351 SH   SOLE 0 0 0 1,351
COSTCO WHSL CORP NEW COM 22160K105 206 435 SH   SOLE 0 0 0 435
EXXON MOBIL CORP COM 30231G102 221 2,527 SH   SOLE 0 0 0 2,527
HILLENBRAND INC COM 431571108 7,695 209,556 SH   SOLE 0 0 0 209,556
HOME DEPOT INC COM 437076102 276 999 SH   SOLE 0 0 0 999
ISHARES INC CORE MSCI EMKT 46434G103 693 16,116 SH   SOLE 0 0 0 16,116
ISHARES TR MSCI EAFE ETF 464287465 5,964 106,482 SH   SOLE 0 0 0 106,482
ISHARES TR CORE S&P SCP ETF 464287804 12,264 140,653 SH   SOLE 0 0 0 140,653
ISHARES TR CORE S&P500 ETF 464287200 16,155 45,044 SH   SOLE 0 0 0 45,044
ISHARES TR RUS 1000 ETF 464287622 429 2,172 SH   SOLE 0 0 0 2,172
ISHARES TR RUS 1000 VAL ETF 464287598 324 2,384 SH   SOLE 0 0 0 2,384
ISHARES TR NATIONAL MUN ETF 464288414 528 5,150 SH   SOLE 0 0 0 5,150
ISHARES TR CRE U S REIT ETF 464288521 845 17,798 SH   SOLE 0 0 0 17,798
ISHARES TR MSCI EMG MKT ETF 464287234 248 7,116 SH   SOLE 0 0 0 7,116
JOHNSON & JOHNSON COM 478160104 327 2,002 SH   SOLE 0 0 0 2,002
JPMORGAN CHASE & CO COM 46625H100 471 4,509 SH   SOLE 0 0 0 4,509
LAKELAND FINL CORP COM 511656100 1,688 23,183 SH   SOLE 0 0 0 23,183
LARIMAR THERAPEUTICS INC COM 517125100 319 99,570 SH   SOLE 0 0 0 99,570
LILLY ELI & CO COM 532457108 4,744 14,670 SH   SOLE 0 0 0 14,670
MANHATTAN BRDG CAP INC COM 562803106 238 42,111 SH   SOLE 0 0 0 42,111
MARKEL CORP COM 570535104 1,059 977 SH   SOLE 0 0 0 977
MEDTRONIC PLC SHS G5960L103 445 5,513 SH   SOLE 0 0 0 5,513
META PLATFORMS INC CL A 30303M102 209 1,541 SH   SOLE 0 0 0 1,541
MICROSOFT CORP COM 594918104 1,215 5,218 SH   SOLE 0 0 0 5,218
PEPSICO INC COM 713448108 228 1,398 SH   SOLE 0 0 0 1,398
PROCTER AND GAMBLE CO COM 742718109 318 2,522 SH   SOLE 0 0 0 2,522
SIRIUS XM HOLDINGS INC COM 82968B103 264 46,255 SH   SOLE 0 0 0 46,255
SIRIUSPOINT LTD COM G8192H106 184 37,150 SH   SOLE 0 0 0 37,150
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,066 33,782 SH   SOLE 0 0 0 33,782
STERIS PLC SHS USD G8473T100 1,121 6,741 SH   SOLE 0 0 0 6,741
TESLA INC COM 88160R101 614 2,315 SH   SOLE 0 0 0 2,315
UNITEDHEALTH GROUP INC COM 91324P102 274 543 SH   SOLE 0 0 0 543
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 871 5,392 SH   SOLE 0 0 0 5,392
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1,230 3,747 SH   SOLE 0 0 0 3,747
VANGUARD INDEX FDS TOTAL STK MKT 922908769 2,417 13,465 SH   SOLE 0 0 0 13,465
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1,363 16,997 SH   SOLE 0 0 0 16,997
VANGUARD INDEX FDS SMALL CP ETF 922908751 5,108 29,884 SH   SOLE 0 0 0 29,884
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 256 5,764 SH   SOLE 0 0 0 5,764
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,241 34,016 SH   SOLE 0 0 0 34,016
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 16,917 465,252 SH   SOLE 0 0 0 465,252
VAXART INC COM NEW 92243A200 26 12,000 SH   SOLE 0 0 0 12,000
VISA INC COM CL A 92826C839 549 3,089 SH   SOLE 0 0 0 3,089