Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MORENO EVELYN V 02-09-2024 12-31-2023 140 211,873,591
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Apple Inc Com 1 $14,341,945 74,492 0.01 0.01 -130,496 -63.66 12-31-2023
Microsoft Corporation Com 2 $13,859,330 36,856 0.01 0.01 -56,940 -60.71 12-31-2023
SPDR S&P MidCap 400 ETF Com 3 $9,046,585 17,830 0.00 0.01 -37,581 -67.82 12-31-2023
Alphabet Inc Cl C Com 4 $8,566,994 60,789 0.00 0.00 -64,592 -51.52 12-31-2023
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