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   362,016 3,289 SH   SOLE 0 0 0 3,289
ABBVIE INC COM 00287Y109   419,669 2,708 SH   SOLE 0 59 0 2,649
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   396,022 1,129 SH   SOLE 0 0 0 1,129
ADOBE INC COM 00724F101   252,958 424 SH   SOLE 0 3 0 421
ADVANCED MICRO DEVICES INC COM 007903107   321,059 2,178 SH   SOLE 0 50 0 2,128
ALPHABET INC CAP STK CL A 02079K305   1,360,162 9,737 SH   SOLE 0 674 0 9,063
ALPHABET INC CAP STK CL C 02079K107   462,391 3,281 SH   SOLE 0 600 0 2,681
AMAZON COM INC COM 023135106   1,971,270 12,974 SH   SOLE 0 780 0 12,194
APPLE INC COM 037833100   7,239,299 37,601 SH   SOLE 0 1,033 0 36,568
AT&T INC COM 00206R102   186,559 11,118 SH   SOLE 0 0 0 11,118
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   987,948 2,770 SH   SOLE 0 67 0 2,703
BOEING CO COM 097023105   502,049 1,926 SH   SOLE 0 0 0 1,926
BROADCOM INC COM 11135F101   459,060 411 SH   SOLE 0 16 0 395
CATERPILLAR INC COM 149123101   255,386 864 SH   SOLE 0 32 0 832
CHEVRON CORP NEW COM 166764100   242,165 1,624 SH   SOLE 0 9 0 1,615
COCA COLA CO COM 191216100   267,423 4,538 SH   SOLE 0 0 0 4,538
COINBASE GLOBAL INC COM CL A 19260Q107   210,617 1,211 SH   SOLE 0 0 0 1,211
COSTCO WHSL CORP NEW COM 22160K105   390,493 592 SH   SOLE 0 0 0 592
DEERE & CO COM 244199105   247,924 620 SH   SOLE 0 124 0 496
ELI LILLY & CO COM 532457108   8,643,939 14,829 SH   SOLE 0 93 0 14,735
EXXON MOBIL CORP COM 30231G102   714,945 7,151 SH   SOLE 0 309 0 6,842
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888   692,327 27,984 SH   SOLE 0 0 0 27,984
HILLENBRAND INC COM 431571108   13,859,332 289,641 SH   SOLE 0 0 0 289,641
HOME DEPOT INC COM 437076102   448,045 1,293 SH   SOLE 0 0 0 1,293
INOTIV INC COM 45783Q100   175,903 47,930 SH   SOLE 0 0 0 47,930
INTEL CORP COM 458140100   216,000 4,299 SH   SOLE 0 3 0 4,295
INTUITIVE SURGICAL INC COM NEW 46120E602   222,658 660 SH   SOLE 0 262 0 398
ISHARES INC CORE MSCI EMKT 46434G103   437,023 8,640 SH   SOLE 0 0 0 8,640
ISHARES TR CORE MSCI EAFE 46432F842   3,045,819 43,295 SH   SOLE 0 0 0 43,295
ISHARES TR CRE U S REIT ETF 464288521   1,503,421 27,692 SH   SOLE 0 0 0 27,692
ISHARES TR MSCI EAFE ETF 464287465   5,303,311 70,382 SH   SOLE 0 0 0 70,382
ISHARES TR CORE S&P MCP ETF 464287507   229,129 827 SH   SOLE 0 0 0 827
ISHARES TR CORE S&P SCP ETF 464287804   31,450,802 290,539 SH   SOLE 0 125 0 290,414
ISHARES TR CORE S&P500 ETF 464287200   34,653,631 72,553 SH   SOLE 0 63 0 72,490
ISHARES TR RUS 1000 ETF 464287622   753,473 2,873 SH   SOLE 0 0 0 2,873
JOHNSON & JOHNSON COM 478160104   450,129 2,872 SH   SOLE 0 23 0 2,849
JPMORGAN CHASE & CO COM 46625H100   1,012,448 5,952 SH   SOLE 0 442 0 5,510
LAKELAND FINL CORP COM 511656100   832,749 12,780 SH   SOLE 0 0 0 12,780
LARIMAR THERAPEUTICS INC COM 517125100   115,788 25,448 SH   SOLE 0 0 0 25,448
LOWES COS INC COM 548661107   294,308 1,322 SH   SOLE 0 0 0 1,322
MANHATTAN BRDG CAP INC COM 562803106   107,475 21,625 SH   SOLE 0 0 0 21,625
MARKEL GROUP INC COM 570535104   1,074,864 757 SH   SOLE 0 0 0 757
MASTERCARD INCORPORATED CL A 57636Q104   264,547 620 SH   SOLE 0 0 0 620
MCDONALDS CORP COM 580135101   224,637 758 SH   SOLE 0 0 0 758
MEDTRONIC PLC SHS G5960L103   570,007 6,919 SH   SOLE 0 0 0 6,919
MERCK & CO INC COM 58933Y105   274,942 2,522 SH   SOLE 0 50 0 2,472
META PLATFORMS INC CL A 30303M102   909,677 2,570 SH   SOLE 0 95 0 2,475
MICROSOFT CORP COM 594918104   3,098,781 8,241 SH   SOLE 0 384 0 7,857
NETFLIX INC COM 64110L106   459,128 943 SH   SOLE 0 26 0 917
NVIDIA CORPORATION COM 67066G104   1,152,018 2,326 SH   SOLE 0 102 0 2,224
PEPSICO INC COM 713448108   428,702 2,524 SH   SOLE 0 7 0 2,517
PROCTER AND GAMBLE CO COM 742718109   850,860 5,806 SH   SOLE 0 241 0 5,566
QUALCOMM INC COM 747525103   276,564 1,912 SH   SOLE 0 100 0 1,812
SALESFORCE INC COM 79466L302   428,392 1,628 SH   SOLE 0 365 0 1,263
SCHWAB STRATEGIC TR US TIPS ETF 808524870   5,446,768 104,344 SH   SOLE 0 0 0 104,344
SIRIUS XM HOLDINGS INC COM 82968B103   146,398 26,764 SH   SOLE 0 326 0 26,438
SIRIUSPOINT LTD COM G8192H106   430,940 37,150 SH   SOLE 0 0 0 37,150
SPDR S&P 500 ETF TR TR UNIT 78462F103   15,157,973 31,891 SH   SOLE 0 0 0 31,891
STERIS PLC SHS USD G8473T100   1,487,945 6,768 SH   SOLE 0 0 0 6,768
TESLA INC COM 88160R101   998,393 4,018 SH   SOLE 0 153 0 3,865
TJX COS INC NEW COM 872540109   201,352 2,146 SH   SOLE 0 0 0 2,146
UNITEDHEALTH GROUP INC COM 91324P102   487,780 927 SH   SOLE 0 44 0 882
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   4,130,027 9,455 SH   SOLE 0 0 0 9,455
VANGUARD INDEX FDS SMALL CP ETF 922908751   7,750,721 36,332 SH   SOLE 0 0 0 36,332
VANGUARD INDEX FDS GROWTH ETF 922908736   544,213 1,751 SH   SOLE 0 0 0 1,751
VANGUARD INDEX FDS VALUE ETF 922908744   275,711 1,844 SH   SOLE 0 0 0 1,844
VANGUARD INDEX FDS REAL ESTATE ETF 922908553   1,568,998 17,757 SH   SOLE 0 0 0 17,757
VANGUARD INDEX FDS TOTAL STK MKT 922908769   4,329,676 18,252 SH   SOLE 0 0 0 18,252
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   334,179 8,131 SH   SOLE 0 0 0 8,131
VANGUARD MALVERN FDS STRM INFPROIDX 922020805   3,041,829 64,052 SH   SOLE 0 0 0 64,052
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858   30,358,132 633,781 SH   SOLE 0 432 0 633,349
VAXART INC COM NEW 92243A200   14,893 26,000 SH   SOLE 0 0 0 26,000
VISA INC COM CL A 92826C839   896,695 3,444 SH   SOLE 0 494 0 2,950
WALMART INC COM 931142103   339,160 2,151 SH   SOLE 0 93 0 2,059
WASTE MGMT INC DEL COM 94106L109   223,708 1,249 SH   SOLE 0 15 0 1,234