Sr. Vice President Bank Operations

0000894309-23-000001.txt : 20230216 0000894309-23-000001.hdr.sgml : 20230216 20230216100506 ACCESSION NUMBER: 0000894309-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230216 DATE AS OF CHANGE: 20230216 EFFECTIVENESS DATE: 20230216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ CENTRAL INDEX KEY: 0000894309 IRS NUMBER: 420943319 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05013 FILM NUMBER: 23637394 BUSINESS ADDRESS: STREET 1: P O BOX 147 STREET 2: 601 PIERCE ST CITY: SIOUX CITY STATE: IA ZIP: 51102 BUSINESS PHONE: 7122776737 MAIL ADDRESS: STREET 1: PO BOX 147 STREET 2: 601 PIERCE ST CITY: SIOUX CITY STATE: IA ZIP: 51102 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000894309 XXXXXXXX 12-31-2022 12-31-2022 SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

PO BOX 147 601 PIERCE ST SIOUX CITY IA 51102

13F HOLDINGS REPORT 028-05013 N Cindy J. Schubert Sr. Vice President Bank Operations 712-277-6737 Cindy J. Schubert Sioux City IA 02-16-2023 0 161 130830 false INFORMATION TABLE 2 snbdec.xml ABBOTT LABS COMMON STOCK 002824100 1833 16699 SH DFND 16699 0 0 ABBOTT LABS COMMON STOCK 002824100 16 150 SH OTR 150 0 0 ABBVIE INC COMMON STOCK 00287Y109 2249 13919 SH DFND 13919 0 0 ABBVIE INC COMMON STOCK 00287Y109 53 330 SH OTR 330 0 0 AFLAC INC COMMON STOCK 001055102 2681 37266 SH DFND 37266 0 0 AFLAC INC COMMON STOCK 001055102 22 305 SH OTR 305 0 0 ALPHABET INC CL A COMMON STOCK 02079K305 2152 24393 SH DFND 24393 0 0 ALPHABET INC CL A COMMON STOCK 02079K305 70 790 SH OTR 790 0 0 ALPHABET INC CL C COMMON STOCK 02079K107 228 2575 SH DFND 2575 0 0 AMAZON COM INC COMMON STOCK 023135106 274 3258 SH DFND 3258 0 0 APPLE INC COMMON STOCK 037833100 4514 34742 SH DFND 34742 0 0 APPLE INC COMMON STOCK 037833100 157 1205 SH OTR 1205 0 0 AUTOMATIC DATA PROCESSING INC COMMON STOCK 053015103 2465 10319 SH DFND 10319 0 0 AUTOMATIC DATA PROCESSING INC COMMON STOCK 053015103 24 100 SH OTR 100 0 0 BERKSHIRE HATHAWAY INC DEL CL COMMON STOCK 084670108 3281 7 SH DFND 7 0 0 BERKSHIRE HATHAWAY INC DEL CL COMMON STOCK 084670108 937 2 SH OTR 2 0 0 BERKSHIRE HATHAWAY INC DEL CL COMMON STOCK 084670702 4678 15143 SH DFND 14753 0 390 BERKSHIRE HATHAWAY INC DEL CL COMMON STOCK 084670702 31 100 SH OTR 100 0 0 BOOZ ALLEN HAMILTON HOLDING CO COMMON STOCK 099502106 2196 21007 SH DFND 21007 0 0 BOOZ ALLEN HAMILTON HOLDING CO COMMON STOCK 099502106 11 110 SH OTR 110 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 448 6220 SH DFND 6220 0 0 BRISTOL MYERS SQUIBB CO COMMON STOCK 110122108 9 128 SH OTR 128 0 0 CARRIER GLOBAL CORP COMMON STOCK 14448C104 440 10669 SH DFND 10669 0 0 CARRIER GLOBAL CORP COMMON STOCK 14448C104 2 40 SH OTR 40 0 0 CATERPILLAR INC COMMON STOCK 149123101 237 989 SH DFND 989 0 0 CHEVRON CORPORATION COMMON STOCK 166764100 435 2423 SH DFND 2423 0 0 CHEVRON CORPORATION COMMON STOCK 166764100 64 356 SH OTR 356 0 0 COCA-COLA CO COMMON STOCK 191216100 952 14967 SH DFND 14967 0 0 COCA-COLA CO COMMON STOCK 191216100 33 512 SH OTR 512 0 0 COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK 192446102 1488 26027 SH DFND 26027 0 0 COGNIZANT TECHNOLOGY SOLUTIONS COMMON STOCK 192446102 9 165 SH OTR 165 0 0 COLGATE PALMOLIVE CO COMMON STOCK 194162103 1335 16938 SH DFND 16938 0 0 COLGATE PALMOLIVE CO COMMON STOCK 194162103 17 210 SH OTR 210 0 0 COMCAST CORP NEW CL A COMMON STOCK 20030N101 1491 42639 SH DFND 42639 0 0 COMCAST CORP NEW CL A COMMON STOCK 20030N101 9 260 SH OTR 260 0 0 CONOCOPHILLIPS COMMON STOCK 20825C104 303 2565 SH DFND 2565 0 0 CUMMINS INC COMMON STOCK 231021106 1717 7085 SH DFND 7085 0 0 CUMMINS INC COMMON STOCK 231021106 33 136 SH OTR 136 0 0 DANAHER CORP COMMON STOCK 235851102 2619 9868 SH DFND 9868 0 0 DANAHER CORP COMMON STOCK 235851102 36 135 SH OTR 135 0 0 DEERE & CO COMMON STOCK 244199105 238 554 SH DFND 554 0 0 DEERE & CO COMMON STOCK 244199105 35 82 SH OTR 82 0 0 DIGITAL RLTY TR INC COMMON STOCK 253868103 1538 15341 SH DFND 15341 0 0 DIGITAL RLTY TR INC COMMON STOCK 253868103 18 180 SH OTR 180 0 0 ELECTRONIC ARTS INC COMMON STOCK 285512109 883 7225 SH DFND 7225 0 0 ELECTRONIC ARTS INC COMMON STOCK 285512109 9 75 SH OTR 75 0 0 EXTRA SPACE STORAGE INC REIT COMMON STOCK 30225T102 397 2700 SH DFND 2700 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 4133 37472 SH DFND 37472 0 0 EXXON MOBIL CORP COMMON STOCK 30231G102 145 1318 SH OTR 1318 0 0 FORTIVE CORP COMMON STOCK 34959J108 817 12720 SH DFND 12720 0 0 FORTIVE CORP COMMON STOCK 34959J108 9 140 SH OTR 140 0 0 GENERAL MLS INC COMMON STOCK 370334104 2038 24310 SH DFND 24310 0 0 GENERAL MLS INC COMMON STOCK 370334104 16 190 SH OTR 190 0 0 HOME DEPOT INC COMMON STOCK 437076102 2341 7412 SH DFND 7412 0 0 HOME DEPOT INC COMMON STOCK 437076102 16 50 SH OTR 50 0 0 ILLINOIS TOOL WKS INC COMMON STOCK 452308109 1256 5701 SH DFND 5701 0 0 ILLINOIS TOOL WKS INC COMMON STOCK 452308109 13 60 SH OTR 60 0 0 INTERNATIONAL BUSINESS MACHS C COMMON STOCK 459200101 1860 13204 SH DFND 13204 0 0 INTERNATIONAL BUSINESS MACHS C COMMON STOCK 459200101 17 121 SH OTR 121 0 0 INTERNATIONAL PAPER CO COMMON STOCK 460146103 610 17605 SH DFND 17605 0 0 INTERNATIONAL PAPER CO COMMON STOCK 460146103 9 254 SH OTR 254 0 0 JACOBS SOLUTIONS INC COMMON STOCK 46982L108 2004 16691 SH DFND 16691 0 0 JACOBS SOLUTIONS INC COMMON STOCK 46982L108 25 210 SH OTR 210 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 2728 15441 SH DFND 15441 0 0 JOHNSON & JOHNSON COMMON STOCK 478160104 50 283 SH OTR 283 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 305 2273 SH DFND 2273 0 0 JPMORGAN CHASE & CO COMMON STOCK 46625H100 13 100 SH OTR 100 0 0 KIMBERLY CLARK CORP COMMON STOCK 494368103 920 6778 SH DFND 6778 0 0 KIMBERLY CLARK CORP COMMON STOCK 494368103 12 90 SH OTR 90 0 0 LEIDOS HOLDINGS INC COMMON STOCK 525327102 2016 19163 SH DFND 19163 0 0 LEIDOS HOLDINGS INC COMMON STOCK 525327102 9 90 SH OTR 90 0 0 LINDE PLC COMMON STOCK G5494J103 1637 5020 SH DFND 5020 0 0 LINDE PLC COMMON STOCK G5494J103 31 95 SH OTR 95 0 0 LOCKHEED MARTIN CORP COMMON STOCK 539830109 1034 2126 SH DFND 2126 0 0 MCCORMICK & CO INC COMMON STOCK 579780206 974 11752 SH DFND 11752 0 0 MCCORMICK & CO INC COMMON STOCK 579780206 6 75 SH OTR 75 0 0 MERCK & CO INC NEW COMMON STOCK 58933Y105 415 3744 SH DFND 3744 0 0 MICROSOFT CORP COMMON STOCK 594918104 4401 18350 SH DFND 18350 0 0 MICROSOFT CORP COMMON STOCK 594918104 73 304 SH OTR 304 0 0 NIKE INC CL B COMMON STOCK 654106103 2833 24211 SH DFND 24211 0 0 NIKE INC CL B COMMON STOCK 654106103 50 430 SH OTR 430 0 0 NUCOR CORP COMMON STOCK 670346105 2205 16725 SH DFND 16725 0 0 NUCOR CORP COMMON STOCK 670346105 24 185 SH OTR 185 0 0 NVIDIA CORP COMMON STOCK 67066G104 107 732 SH DFND 732 0 0 NVIDIA CORP COMMON STOCK 67066G104 117 800 SH OTR 800 0 0 OCCIDENTAL PETE CORP COMMON STOCK 674599105 227 3600 SH DFND 3600 0 0 OLD REP INTL CORP COMMON STOCK 680223104 224 9265 SH DFND 9265 0 0 ORACLE CORP COMMON STOCK 68389X105 2217 27119 SH DFND 27119 0 0 ORACLE CORP COMMON STOCK 68389X105 28 345 SH OTR 345 0 0 OTIS WORLDWIDE CORP COMMON STOCK 68902V107 478 6103 SH DFND 6103 0 0 OTIS WORLDWIDE CORP COMMON STOCK 68902V107 2 30 SH OTR 30 0 0 PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 731 10267 SH DFND 10267 0 0 PAYPAL HOLDINGS INC COMMON STOCK 70450Y103 12 170 SH OTR 170 0 0 PEPSICO INC COMMON STOCK 713448108 1911 10578 SH DFND 10578 0 0 PEPSICO INC COMMON STOCK 713448108 38 209 SH OTR 209 0 0 PFIZER INC COMMON STOCK 717081103 333 6500 SH DFND 6500 0 0 POLARIS INC COMMON STOCK 731068102 779 7716 SH DFND 7716 0 0 POLARIS INC COMMON STOCK 731068102 4 40 SH OTR 40 0 0 PROCTER & GAMBLE CO COMMON STOCK 742718109 299 1975 SH DFND 1975 0 0 PRUDENTIAL FINL INC COMMON STOCK 744320102 1232 12385 SH DFND 12385 0 0 PRUDENTIAL FINL INC COMMON STOCK 744320102 17 170 SH OTR 170 0 0 QUALCOMM INC COMMON STOCK 747525103 2152 19576 SH DFND 19576 0 0 QUALCOMM INC COMMON STOCK 747525103 42 383 SH OTR 383 0 0 RAYTHEON TECHNOLOGIES CORP COMMON STOCK 75513E101 1334 13222 SH DFND 13222 0 0 RAYTHEON TECHNOLOGIES CORP COMMON STOCK 75513E101 25 250 SH OTR 250 0 0 REALTY INCOME CORP COMMON STOCK 756109104 1996 31470 SH DFND 31470 0 0 REALTY INCOME CORP COMMON STOCK 756109104 13 205 SH OTR 205 0 0 SCHLUMBERGER LTD COMMON STOCK 806857108 1888 35309 SH DFND 35309 0 0 SCHLUMBERGER LTD COMMON STOCK 806857108 9 175 SH OTR 175 0 0 SNAP-ON INC COMMON STOCK 833034101 995 4354 SH DFND 4354 0 0 SNAP-ON INC COMMON STOCK 833034101 29 125 SH OTR 125 0 0 STATE STR CORP COMMON STOCK 857477103 1520 19595 SH DFND 19595 0 0 STATE STR CORP COMMON STOCK 857477103 25 320 SH OTR 320 0 0 T ROWE PRICE GROUP INC COMMON STOCK 74144T108 1289 11817 SH DFND 11817 0 0 T ROWE PRICE GROUP INC COMMON STOCK 74144T108 16 150 SH OTR 150 0 0 TARGET CORP COMMON STOCK 87612E106 1427 9574 SH DFND 9574 0 0 TARGET CORP COMMON STOCK 87612E106 15 100 SH OTR 100 0 0 THERMO FISHER SCIENTIFIC INC. COMMON STOCK 883556102 4597 8347 SH DFND 8347 0 0 THERMO FISHER SCIENTIFIC INC. COMMON STOCK 883556102 117 213 SH OTR 213 0 0 TIMKEN CO COMMON STOCK 887389104 1412 19987 SH DFND 19987 0 0 TIMKEN CO COMMON STOCK 887389104 33 470 SH OTR 470 0 0 TORONTO DOMINION BK COMMON STOCK 891160509 1583 24447 SH DFND 24447 0 0 TORONTO DOMINION BK COMMON STOCK 891160509 74 1135 SH OTR 1135 0 0 TYSON FOODS INC COMMON STOCK 902494103 278 4470 SH DFND 4470 0 0 UNION PAC CORP COMMON STOCK 907818108 1818 8779 SH DFND 8779 0 0 UNION PAC CORP COMMON STOCK 907818108 186 900 SH OTR 900 0 0 US BANCORP DEL COMMON STOCK 902973304 456 10449 SH DFND 10449 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 1669 42356 SH DFND 42356 0 0 VERIZON COMMUNICATIONS INC COMMON STOCK 92343V104 19 492 SH OTR 492 0 0 VISA INC - CLASS A COMMON STOCK 92826C839 567 2731 SH DFND 2731 0 0 WABTEC CORP COMMON STOCK 929740108 1016 10177 SH DFND 10177 0 0 WABTEC CORP COMMON STOCK 929740108 6 60 SH OTR 60 0 0 WALMART INC COMMON STOCK 931142103 1944 13712 SH DFND 13712 0 0 WALMART INC COMMON STOCK 931142103 17 120 SH OTR 120 0 0 DCP MIDSTREAM LP OTHER 23311P100 396 10200 SH DFND 10200 0 0 ENERGY TRANSFER LP OTHER 29273V100 205 17300 SH DFND 17300 0 0 ENTERPRISE PRODS PARTNERS L P OTHER 293792107 261 10814 SH DFND 10814 0 0 ENTERPRISE PRODS PARTNERS L P OTHER 293792107 24 1000 SH OTR 0 1000 0 NGL ENERGY PARTNERS LP OTHER 62913M107 26 21100 SH DFND 21100 0 0 PLAINS ALL AMERN PIPELINE L P OTHER 726503105 146 12400 SH DFND 12400 0 0 SUNOCO LP OTHER 86765K109 302 7000 SH DFND 7000 0 0 ISHARES PREFERRED & INCOME SEC OTHER 464288687 314 10280 SH DFND 10280 0 0 ISHARES PREFERRED & INCOME SEC OTHER 464288687 90 2950 SH OTR 0 2550 400 PIMCO ENHANCED SHORT MATURITY OTHER 72201R833 1050 10643 SH DFND 10643 0 0 SPDR BLOOMBERG HIGH YIELD BOND OTHER 78468R622 450 5003 SH DFND 5003 0 0 VANGUARD TOTAL BOND MARKET ETF OTHER 921937835 718 9999 SH DFND 9999 0 0 ISHARES TR MSCI EAFE INDEX FD OTHER 464287465 261 3975 SH DFND 3975 0 0 VANGUARD FTSE DEVELOPED MKTS E OTHER 921943858 3508 83578 SH DFND 83578 0 0 VANGUARD FTSE EMERGING MARKETS OTHER 922042858 873 22392 SH DFND 22392 0 0 VANGUARD TOT WORLD STK ETF OTHER 922042742 1580 18333 SH DFND 18333 0 0 ISHARES BIOTECHNOLOGY ETF OTHER 464287556 1222 9305 SH DFND 9305 0 0 ISHARES BIOTECHNOLOGY ETF OTHER 464287556 15 115 SH OTR 115 0 0 ISHARES DOW JONES SELECT DIV I OTHER 464287168 273 2260 SH DFND 2260 0 0 ISHARES DOW JONES SELECT DIV I OTHER 464287168 30 250 SH OTR 250 0 0 SCHWAB US DVD EQUITY ETF OTHER 808524797 285 3770 SH DFND 3770 0 0 SPDR MSCI ACWI EX-US ETF OTHER 78463X848 312 12977 SH DFND 12977 0 0 SPDR S&P 500 ETF TRUST OTHER 78462F103 291 760 SH DFND 760 0 0 VANGUARD MID CAP ETF OTHER 922908629 1252 6143 SH DFND 6143 0 0 VANGUARD S&P 500 ETF OTHER 922908363 300 854 SH DFND 854 0 0 VANGUARD SMALL-CAP ETF OTHER 922908751 1331 7251 SH DFND 7251 0 0 VANGUARD VALUE ETF OTHER 922908744 280 1997 SH DFND 1997 0 0