Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 11-13-2023 | 09-30-2023 | 149 | 128,185,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL CL | COMMON STOCK | 1 | $3,720,339 | 7 | 0.00 | 3.22 | -2 | -22.22 | 09-30-2023 |
| VANGUARD FTSE DEVELOPED MKTS E | OTHER | 2 | $2,323,499 | 53,145 | 0.00 | 2.68 | -30,433 | -36.41 | 09-30-2023 |
| VANGUARD SMALL-CAP ETF | OTHER | 3 | $1,295,508 | 6,852 | 0.00 | 1.02 | -399 | -5.50 | 09-30-2023 |
| PIMCO ENHANCED SHORT MATURITY | OTHER | 4 | $1,065,790 | 10,643 | 0.00 | 0.80 | 0 | 0.00 | 09-30-2023 |
