Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEGACY PRIVATE TRUST CO | 04-10-2024 | 03-31-2024 | 313 | 1,367,828,945 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $159,577,981 | 303,536 | 0.01 | 0.01 | -27,216 | -8.23 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $109,467,020 | 421,189 | 0.01 | 0.01 | -48,844 | -10.39 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 3 | $64,107,024 | 1,277,796 | 0.00 | 0.00 | 284,259 | 28.61 | 03-31-2024 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 4 | $44,716,108 | 255,127 | 0.00 | 0.00 | 113,862 | 80.60 | 03-31-2024 |
