0001546967-22-000003.txt : 20220805
0001546967-22-000003.hdr.sgml : 20220805
20220805115450
ACCESSION NUMBER: 0001546967-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220805
DATE AS OF CHANGE: 20220805
EFFECTIVENESS DATE: 20220805
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Iowa State Bank
CENTRAL INDEX KEY: 0001546967
IRS NUMBER: 420335294
STATE OF INCORPORATION: IA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14934
FILM NUMBER: 221139398
BUSINESS ADDRESS:
STREET 1: 2301 128TH STREET
CITY: URBANDALE
STATE: IA
ZIP: 50323-1818
BUSINESS PHONE: 515-246-8240
MAIL ADDRESS:
STREET 1: 2301 128TH STREET
CITY: URBANDALE
STATE: IA
ZIP: 50323-1818
13F-HR
1
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0001546967
XXXXXXXX
06-30-2022
06-30-2022
Iowa State Bank
2301 128TH STREET
URBANDALE
IA
50323-1818
13F HOLDINGS REPORT
028-14934
N
Tabitha Wilson
AVP, Trust Operations Officer
515-246-8240
Tabitha Wilson
Urbandale
IA
08-05-2022
0
110
376910
false
INFORMATION TABLE
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sec13f063022.xml
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Com
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393
3613
SH
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Abbvie Inc
Com
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SH
SOLE
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63770
0
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Abbvie Inc
Com
00287Y109
18
117
SH
DFND
0
117
0
0
Alphabet Inc Class A
Com
02079K305
5235
2402
SH
SOLE
0
2402
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Alphabet Inc Class A
Com
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4
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SH
DFND
0
2
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Amazon Inc
Com
023135106
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43340
SH
SOLE
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43340
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Amazon Inc
Com
023135106
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SH
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0
100
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American Tower Corp REIT
Com
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SOLE
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15744
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American Tower Corp REIT
Com
03027X100
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SH
DFND
0
36
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Amgen Inc
Com
031162100
2712
11145
SH
SOLE
0
11145
0
0
Amgen Inc
Com
031162100
5
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SH
DFND
0
20
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Apple Inc
Com
037833100
12475
91247
SH
SOLE
0
91247
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0
Apple Inc
Com
037833100
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64
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Berkshire Hathaway Inc Cl A
Com
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Com
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Com
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Com
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Com
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Com
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Com
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18667
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Com
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227
1660
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Com
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Com
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100
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Com
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Com
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Com
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Com
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Com
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Com
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Com
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1250
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Chevron Corp
Com
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SH
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Com
166764100
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Cisco Systems Inc
Com
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Cisco Systems Inc
Com
17275R102
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Com
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Cognizant Technology Solutions Cl A
Com
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Comcast Corp New Cl A
Com
20030N101
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Comcast Corp New Cl A
Com
20030N101
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DFND
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ConocoPhillips
Com
20825C104
201
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SH
SOLE
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Consolidated Edison Inc
Com
209115104
530
5569
SH
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Digital Realty Trust Inc
Com
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SH
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Digital Realty Trust Inc
Com
253868103
19
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SH
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Com
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SH
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Com
254687106
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SH
DFND
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Dollar Tree Inc
Com
256746108
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Dow Inc
Com
260557103
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SH
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Dow Inc
Com
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SH
DFND
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Com
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3446
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SH
SOLE
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32147
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Duke Energy Corp
Com
26441C204
18
169
SH
DFND
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169
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EOG Resources Inc
Com
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2212
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SH
SOLE
0
20033
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Com
26875P101
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SH
DFND
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Com
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1711
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41070
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Ecolab Inc
Com
278865100
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13354
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Ecolab Inc
Com
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SH
DFND
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Emerson Electric Co
Com
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SH
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Emerson Electric Co
Com
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SH
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Exelon Corp
Com
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SH
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Exelon Corp
Com
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Com
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Com
30231G102
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Com
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SH
SOLE
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15046
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Meta Platforms Inc
Com
30303M102
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Com
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Com
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Com
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Home Depot Inc
Com
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SH
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Honeywell Intl Inc
Com
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Com
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Com
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Intel Corp
Com
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Com
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Com
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Com
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Com
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Com
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Com
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Com
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Com
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Com
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888
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SOLE
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Com
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365
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Com
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Com
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381
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Com
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SH
SOLE
0
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iShares Core U.S. Agg Bond ETF
Com
464287226
1048
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SH
SOLE
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10310
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Com
464287507
15049
66523
SH
SOLE
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iShares Russell 2000 Index ETF
Com
464287655
281
1662
SH
SOLE
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1662
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iShares Core S&P Small-Cap 600 ETF
Com
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7483
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Com
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511
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SH
SOLE
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Com
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1304
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SH
SOLE
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18570
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iShares Core MSCI EAFE ETF
Com
46432F842
9407
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SH
SOLE
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iShares Core MSCI Emerging Mkts ETF
Com
46434G103
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SH
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Com
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Com
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1104
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SOLE
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Com
46436E486
255
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SH
SOLE
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iShares iBonds 2030 Term Corp ETF
Com
46436E726
520
24312
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24312
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JP Morgan Chase & Co
Com
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SH
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Com
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Johnson & Johnson
Com
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Com
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Com
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Com
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Lowes Companies Inc
Com
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Masco Corp
Com
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Com
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Com
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Com
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Com
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Com
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MetLife Inc
Com
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Microsoft Corp
Com
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Microsoft Corp
Com
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Com
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Com
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Com
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Otter Tail Corporation
Com
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Pepsico Inc
Com
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Pepsico Inc
Com
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SH
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Pfizer Inc
Com
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Pfizer Inc
Com
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Com
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Principal Financial Group
Com
74251V102
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Com
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56430
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Procter & Gamble Co
Com
742718109
21
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SH
DFND
0
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Com
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SH
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Prudential Financial
Com
744320102
10
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QCR Holdings Inc
Com
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SH
SOLE
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QUALCOMM Inc
Com
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21336
0
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QUALCOMM Inc
Com
747525103
11
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SH
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90
0
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SPDR S&P 500 ETF
Com
78462F103
3610
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SH
SOLE
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0
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SPDR Gold Shares
Com
78463V107
229
1357
SH
SOLE
0
1357
0
0
SPDR MSCI ACWI ex-US ETF
Com
78463X848
9385
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SH
SOLE
0
394658
0
0
SPDR S&P 500 Growth ETF
Com
78464A409
2285
43714
SH
SOLE
0
43714
0
0
SPDR Dow Jones Industrial Average
Com
78467X109
4577
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SH
SOLE
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14870
0
0
SPDR SSGA US Low Volatility Index ETF
Com
78468R804
394
3008
SH
SOLE
0
3008
0
0
Salesforce Inc
Com
79466L302
3853
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SH
SOLE
0
23343
0
0
Salesforce Inc
Com
79466L302
8
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SH
DFND
0
50
0
0
Health Care Select Sector SPDR ETF
Com
81369Y209
256
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SH
SOLE
0
2000
0
0
Energy Select Sector SPDR ETF
Com
81369Y506
292
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SH
SOLE
0
4079
0
0
Skyworks Solutions
Com
83088M102
1364
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SH
SOLE
0
14729
0
0
Southern Co
Com
842587107
211
2965
SH
SOLE
0
2965
0
0
Starbucks Corporation
Com
855244109
2285
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SH
SOLE
0
29913
0
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Starbucks Corporation
Com
855244109
2
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SH
DFND
0
20
0
0
Sysco Corp
Com
871829107
3978
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SH
SOLE
0
46959
0
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Sysco Corp
Com
871829107
6
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SH
DFND
0
67
0
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Target Corp
Com
87612E106
276
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SH
SOLE
0
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0
0
Truist Financial Corp
Com
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SH
SOLE
0
57055
0
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Truist Financial Corp
Com
89832Q109
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SH
DFND
0
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0
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Twitter Inc
Com
90184L102
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SH
SOLE
0
57095
0
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Twitter Inc
Com
90184L102
5
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SH
DFND
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125
0
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US Bancorp
Com
902973304
220
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SH
SOLE
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0
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United Parcel Service
Com
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SH
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United Parcel Service
Com
911312106
25
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SH
DFND
0
137
0
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Vanguard Russell 2000 Index Fund Instl
Com
92206C656
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SH
SOLE
0
21991
12
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Vanguard Russell 2000 Index Fund Instl
Com
92206C656
1
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SH
DFND
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Vanguard Total Stock Market
Com
922908769
206
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SH
SOLE
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1093
0
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Paramount Global Class B
Com
92556H206
2150
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SH
SOLE
0
87099
0
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Paramount Global Class B
Com
92556H206
2
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SH
DFND
0
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0
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Visa Inc
Com
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SH
SOLE
0
19149
0
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Visa Inc
Com
92826C839
5
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SH
DFND
0
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0
0
Wal-Mart Stores Inc
Com
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341
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SH
SOLE
0
2805
0
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Walgreens Boots Alliance Inc
Com
931427108
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SH
SOLE
0
49327
0
0
Walgreens Boots Alliance Inc
Com
931427108
3
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SH
DFND
0
78
0
0
Wells Fargo & Co
Com
949746101
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SH
SOLE
0
11972
0
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Yum Brands Inc
Com
988498101
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SH
SOLE
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18395
0
0
Eaton Corp PLC
Com
G29183103
3893
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SH
SOLE
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30898
0
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Eaton Corp PLC
Com
G29183103
18
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SH
DFND
0
143
0
0