Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COUNTRY CLUB BANK | 07-16-2024 | 06-30-2024 | 537 | 1,438,976,818 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD STAR FDS | VG TL INTL STK F | 1 | $64,056,413 | 1,063,177 | 0.00 | 0.00 | 16,410 | 1.57 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $63,198,972 | 234,609 | 0.00 | 0.00 | 12,651 | 5.70 | 06-30-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $55,283,014 | 100,639 | 0.00 | 0.00 | 4,518 | 4.70 | 06-30-2024 |
| MICROSOFT CORP | COM | 4 | $42,537,559 | 93,933 | 0.00 | 0.00 | -818 | -0.86 | 06-30-2024 |
