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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   350,265 3,617 SH   SOLE 0 0 0 3,617
ABBVIE INC COM 00287Y109   416,931 2,797 SH   SOLE 0 59 0 2,738
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   365,485 1,190 SH   SOLE 0 0 0 1,190
ADOBE INC COM 00724F101   272,797 535 SH   SOLE 0 3 0 532
ADVANCED MICRO DEVICES INC COM 007903107   216,539 2,106 SH   SOLE 0 38 0 2,068
ALPHABET INC CAP STK CL C 02079K107   505,908 3,837 SH   SOLE 0 600 0 3,237
ALPHABET INC CAP STK CL A 02079K305   1,496,646 11,437 SH   SOLE 0 800 0 10,637
AMAZON COM INC COM 023135106   1,684,086 13,248 SH   SOLE 0 780 0 12,468
APPLE INC COM 037833100   6,839,341 39,947 SH   SOLE 0 1,093 0 38,854
AT&T INC COM 00206R102   168,441 11,214 SH   SOLE 0 0 0 11,214
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,044,595 2,982 SH   SOLE 0 67 0 2,915
BOEING CO COM 097023105   382,798 1,997 SH   SOLE 0 14 0 1,983
BROADCOM INC COM 11135F101   328,288 395 SH   SOLE 0 16 0 379
CATERPILLAR INC COM 149123101   790,544 2,896 SH   SOLE 0 32 0 2,864
CHEVRON CORP NEW COM 166764100   350,312 2,078 SH   SOLE 0 9 0 2,069
CISCO SYS INC COM 17275R102   258,015 4,799 SH   SOLE 0 25 0 4,774
COSTCO WHSL CORP NEW COM 22160K105   364,730 646 SH   SOLE 0 0 0 646
DEERE & CO COM 244199105   203,567 539 SH   SOLE 0 124 0 416
ELI LILLY & CO COM 532457108   7,948,327 14,798 SH   SOLE 0 93 0 14,704
EXXON MOBIL CORP COM 30231G102   902,889 7,679 SH   SOLE 0 309 0 7,370
HILLENBRAND INC COM 431571108   12,253,611 289,615 SH   SOLE 0 0 0 289,615
HOME DEPOT INC COM 437076102   497,153 1,645 SH   SOLE 0 34 0 1,611
INOTIV INC COM 45783Q100   147,624 47,930 SH   SOLE 0 0 0 47,930
INTUITIVE SURGICAL INC COM NEW 46120E602   204,895 701 SH   SOLE 0 311 0 390
ISHARES INC CORE MSCI EMKT 46434G103   427,977 8,993 SH   SOLE 0 0 0 8,993
ISHARES TR CORE MSCI EAFE 46432F842   2,052,537 31,896 SH   SOLE 0 0 0 31,896
ISHARES TR NATIONAL MUN ETF 464288414   475,273 4,635 SH   SOLE 0 0 0 4,635
ISHARES TR CRE U S REIT ETF 464288521   1,445,431 30,637 SH   SOLE 0 0 0 30,637
ISHARES TR MSCI EAFE ETF 464287465   4,911,208 71,260 SH   SOLE 0 0 0 71,260
ISHARES TR CORE S&P MCP ETF 464287507   206,301 827 SH   SOLE 0 0 0 827
ISHARES TR CORE S&P SCP ETF 464287804   26,668,616 282,716 SH   SOLE 0 125 0 282,591
ISHARES TR CORE S&P500 ETF 464287200   29,819,391 69,439 SH   SOLE 0 63 0 69,376
ISHARES TR RUS 1000 ETF 464287622   684,293 2,913 SH   SOLE 0 0 0 2,913
JOHNSON & JOHNSON COM 478160104   477,712 3,067 SH   SOLE 0 103 0 2,964
JPMORGAN CHASE & CO COM 46625H100   951,197 6,559 SH   SOLE 0 460 0 6,099
LAKELAND FINL CORP COM 511656100   701,842 14,788 SH   SOLE 0 0 0 14,788
LARIMAR THERAPEUTICS INC COM 517125100   101,005 25,571 SH   SOLE 0 0 0 25,571
LOWES COS INC COM 548661107   289,554 1,393 SH   SOLE 0 0 0 1,393
MANHATTAN BRDG CAP INC COM 562803106   123,893 25,811 SH   SOLE 0 0 0 25,811
MARKEL GROUP INC COM 570535104   1,278,121 868 SH   SOLE 0 0 0 868
MASTERCARD INCORPORATED CL A 57636Q104   305,349 771 SH   SOLE 0 0 0 771
MCDONALDS CORP COM 580135101   248,253 942 SH   SOLE 0 0 0 942
MEDTRONIC PLC SHS G5960L103   547,591 6,988 SH   SOLE 0 0 0 6,988
MERCK & CO INC COM 58933Y105   231,220 2,246 SH   SOLE 0 123 0 2,123
META PLATFORMS INC CL A 30303M102   787,751 2,624 SH   SOLE 0 100 0 2,524
MICROSOFT CORP COM 594918104   2,685,618 8,506 SH   SOLE 0 411 0 8,094
NETFLIX INC COM 64110L106   369,670 979 SH   SOLE 0 26 0 953
NEXTERA ENERGY INC COM 65339F101   205,084 3,580 SH   SOLE 0 28 0 3,552
NVIDIA CORPORATION COM 67066G104   1,007,550 2,316 SH   SOLE 0 105 0 2,211
PEPSICO INC COM 713448108   409,563 2,417 SH   SOLE 0 38 0 2,379
PROCTER AND GAMBLE CO COM 742718109   894,890 6,135 SH   SOLE 0 241 0 5,895
SALESFORCE INC COM 79466L302   360,948 1,780 SH   SOLE 0 434 0 1,346
SCHWAB STRATEGIC TR US TIPS ETF 808524870   7,687,249 152,253 SH   SOLE 0 0 0 152,253
SIRIUS XM HOLDINGS INC COM 82968B103   124,380 27,518 SH   SOLE 0 724 0 26,794
SIRIUSPOINT LTD COM G8192H106   377,816 37,150 SH   SOLE 0 0 0 37,150
SPDR S&P 500 ETF TR TR UNIT 78462F103   13,975,305 32,692 SH   SOLE 0 0 0 32,692
STERIS PLC SHS USD G8473T100   1,486,790 6,776 SH   SOLE 0 0 0 6,776
TESLA INC COM 88160R101   1,033,409 4,130 SH   SOLE 0 148 0 3,982
THERMO FISHER SCIENTIFIC INC COM 883556102   228,114 451 SH   SOLE 0 0 0 451
TJX COS INC NEW COM 872540109   231,336 2,603 SH   SOLE 0 0 0 2,603
UNITEDHEALTH GROUP INC COM 91324P102   543,510 1,078 SH   SOLE 0 44 0 1,034
VANGUARD INDEX FDS TOTAL STK MKT 922908769   2,904,287 13,673 SH   SOLE 0 0 0 13,673
VANGUARD INDEX FDS SMALL CP ETF 922908751   7,174,413 37,946 SH   SOLE 0 0 0 37,946
VANGUARD INDEX FDS GROWTH ETF 922908736   476,817 1,751 SH   SOLE 0 0 0 1,751
VANGUARD INDEX FDS VALUE ETF 922908744   251,753 1,825 SH   SOLE 0 0 0 1,825
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,283,840 16,969 SH   SOLE 0 0 0 16,969
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   3,722,505 9,479 SH   SOLE 0 0 0 9,479
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   376,253 9,596 SH   SOLE 0 0 0 9,596
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   26,084,183 596,619 SH   SOLE 0 432 0 596,187
VAXART INC COM NEW 92243A200   19,604 26,000 SH   SOLE 0 0 0 26,000
VISA INC COM CL A 92826C839   899,728 3,912 SH   SOLE 0 587 0 3,324
WALMART INC COM 931142103   392,045 2,451 SH   SOLE 0 104 0 2,348