I

Index Trust T

CIK: 0001759744·Pooled Investment Fund·INDEPENDENCE, OH

Reported Sold

$990,075,000

Total Filings

8

Identified Offerings

2

Last Filed

Jan 21, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 1 unlinked amendment excluded.

Filing History

Amendment insights

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Comparable issuers

Company Info

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Offering filing timeline

Jan 21, 2026Form D/A — Amendment

Reported sold: $0 · Target: N/A

No verified predecessor available.

Rule 506(c)·0 investors·Section 3(c), Section 3(c)(7)

Jan 21, 2025Form D/A — Amendment

Reported sold: $0 · Target: Indefinite

Rule 506(c)·0 investors·Section 3(c), Section 3(c)(7)

Jan 19, 2024Form D/A — Amendment

Reported sold: $0 · Target: Indefinite

Rule 506(c)·0 investors·Section 3(c), Section 3(c)(7)

Jan 20, 2023Form D/A — Amendment

Reported sold: $0 · Target: Indefinite

Rule 506(c)·0 investors·Section 3(c), Section 3(c)(7)

Jul 12, 2022Form D — New notice

Reported sold: $0 · Target: Indefinite

Rule 506(c)·0 investors·Section 3(c), Section 3(c)(7)

Jul 15, 2021Form D/A — Amendment

Reported sold: $990,075,000 · Target: Indefinite

Rule 506(b)·2 investors·Section 3(c), Section 3(c)(7)

Jul 14, 2020Form D/A — Amendment

Reported sold: $990,075,000 · Target: Indefinite

Rule 506(b)·2 investors·Section 3(c), Section 3(c)(7)

Changed: Reported amount sold, Reported investors

Nov 21, 2018Form D — New notice

Reported sold: $436,727,050 · Target: Indefinite

Rule 506(b)·1 investor·Section 3(c), Section 3(c)(7)

Fundraising Profile

Exemptions

Rule 506(c)

Investors in latest filing

0

Revenue Range

—

Reported commissions across identified offerings

$0

Amendment Rate

75%

Latest reported sold across 2 identified offerings

$990,075,000

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

1 unlinked amendment excluded.

Key People

WS

Wilmington Savings Fund Society, FSB

Executive Officer

Appears on 7 filings

GA

Gary A. Zdolshek

Executive Officer

Appears on 5 filings

II

IDR Investment Management, LLC

Promoter

Appears on 5 filings

GE

Garrett E. Zdolshek

Executive Officer

Appears on 5 filings

II

IDR Investment Management, LLC

Related Person

Appears on 3 filings

AC

Executive Officer

Appears on 3 filings

GA

Gary A. Zdolshek

Related Person

Appears on 2 filings

TJ

Thomas J. Bartos

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Jan 21, 2026	Amendment	N/A	$0	0
Jan 21, 2025	Amendment	Indefinite	$0	0
Jan 19, 2024	Amendment	Indefinite	$0	0
Jan 20, 2023	Amendment	Indefinite	$0	0
Jul 12, 2022	New	Indefinite	$0	0
Jul 15, 2021	Amendment	Indefinite	$990,075,000	2
Jul 14, 2020	Amendment	Indefinite	$990,075,000	2
Nov 21, 2018	New	Indefinite	$436,727,050	1