Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDY SPRING BANK | 05-07-2024 | 03-31-2024 | 1994 | 2,195,382,893 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF | US BRD MKT ETF | 451 | $164,227 | 2,690 | 0.00 | 0.00 | 2 | 0.07 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 452 | $158,169 | 1,940 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD FTSE ALL-WORLD EX US INDEX FUND | ALLWRLD EX US | 453 | $153,660 | 2,620 | 0.00 | 0.00 | 3 | 0.11 | 03-31-2024 |
| ISHARES U.S. TREASURY BOND ETF | US TREAS BD ETF | 454 | $151,421 | 6,650 | 0.00 | 0.00 | 1,591 | 31.45 | 03-31-2024 |
