Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COLUMBIA TRUST CO 01012016 | 01-17-2023 | 12-31-2023 | 262 | 221,390,413 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $12,954,578 | 34,450 | 0.01 | 0.01 | 2,489 | 7.79 | 12-31-2023 |
| APPLE INC | COM | 2 | $11,930,313 | 61,966 | 0.01 | 0.01 | 5,855 | 10.43 | 12-31-2023 |
| ISHARES TR | 10-20 YR TRS ETF | 3 | $9,291,306 | 85,824 | 0.00 | 85,824 | +Inf | 12-31-2023 | |
| ISHARES U S ETF TR | BLACKROCK ST MAT | Liquidated | $0 | 0 | 0.00 | 0.01 | -113,016 | -39.29 | 12-31-2023 |
