SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

Bank

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 894309 SIOUX CITY, IA

Position in VB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$290,731

+$52,644 QoQ

Shares Held

1,110

+20.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$290,731	1,110	+20.3%	Shares	Defined	2026-05-15
2025-12-31	$238,087	923	-1.4%	Shares	Defined	2026-02-13
2025-09-30	$238,006	936	0.0%	Shares	Defined	2025-10-14
2025-06-30	$221,813	936	-0.4%	Shares	Defined	2025-08-15
2025-03-31	$208,445	940	-5.0%	Shares	Defined	2025-05-20
2024-12-31	$237,636	989	-1.9%	Shares	Defined	2025-02-14
2024-09-30	$239,107	1,008	-0.5%	Shares	Defined	2024-11-12
2024-06-30	$220,874	1,013	+2.1%	Shares	Defined	2024-08-15
2024-03-31	$226,761	992	-85.5%	Shares	Defined	2024-05-13
2023-12-31	$1,457,470	6,832	-0.3%	Shares	Defined	2024-02-16
2023-09-30	$1,295,507	6,852	-0.1%	Shares	Defined	2023-11-13
2023-06-30	$1,363,788	6,857	-5.4%	Shares	Defined	2023-11-13
2022-12-31	$1,330,848	7,251	+1.4%	Shares	Defined	2023-02-16
2022-09-30	$1,221,835	7,149	+8.6%	Shares	Defined	2022-10-14
2022-06-30	$1,159,156	6,582	+0.5%	Shares	Defined	2022-08-15
2022-03-31	$1,391,793	6,549	+0.3%	Shares	Defined	2022-05-02
2021-12-31	$1,475,393	6,528	+19.0%	Shares	Defined	2022-02-16
2021-09-30	$1,199,186	5,484	+17.2%	Shares	Defined	2021-11-16
2021-06-30	$1,054,310	4,680	+144.9%	Shares	Defined	2021-08-16
2021-03-31	$409,106	1,911	-8.2%	Shares	Defined	2021-05-12
2020-12-31	$405,129	2,081	+56.3%	Shares	Defined	2021-02-12
2020-09-30	$204,707	1,331	—	Shares	Defined	2020-11-12
No filing history on record for this holder in this stock.