COUNTRY CLUB BANK

PrivateCIK: 824325

Location

KANSAS CITY, MO

325

Positions

$1.69B

Total AUM (reported)

16.11M

Total Shares

Allocation by class

COM$660.75M39.2%

TOTAL STK MKT$86.37M5.1%

VG TL INTL STK F$81.32M4.8%

CORE S&P500 ETF$76.47M4.5%

MSCI EAFE ETF$42.29M2.5%

COM NEW$36.67M2.2%

CAP STK CL C$33.86M2.0%

Portfolio Concentration

Top 3$244.16M14.5%

4–10$257.39M15.3%

11–25$301.46M17.9%

Rest$884.50M52.4%

Top 3 weight

14.5%

Top 10 weight

29.7%

Voting Authority Distribution

Total shares with voting rights: 15.09M

Sole

Full voting authority

15.01M

% of voting shares99.5%

Shared

Joint voting authority

9.24K

% of voting shares0.1%

None

No voting authority

69.64K

% of voting shares0.5%

Investment Discretion (by position count)

Sole220

Shared0

Other105

Dominant voting typeSole · 99.5% of voting shares

Institutional Holdings325

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares264.04K

TypeSH

Market value$86.37M

5.12%

Sole

261.57K

Shared

0.00

None

2.48K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares1.11M

TypeSH

Market value$81.32M

4.82%

Sole

90.18K

Shared

0.00

None

710.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares114.69K

TypeSH

Market value$76.47M

4.53%

Sole

112.72K

Shared

0.00

None

1.97K

MICROSOFT CORP

SOLE

COM

Shares89.30K

TypeSH

Market value$45.95M

2.72%

Sole

89.08K

Shared

85.00

None

140.00

ISHARES TR

OTR

MSCI EAFE ETF

Shares454.78K

TypeSH

Market value$42.29M

2.51%

Sole

454.61K

Shared

170.00

None

0.00

WALMART INC

OTR

COM

Shares370.84K

TypeSH

Market value$38.23M

2.27%

Sole

370.15K

Shared

135.00

None

554.00

APPLE INC

SOLE

COM

Shares138.08K

TypeSH

Market value$35.13M

2.08%

Sole

135.99K

Shared

2.08K

None

10.00

ALPHABET INC

OTR

CAP STK CL C

Shares138.56K

TypeSH

Market value$33.86M

2.01%

Sole

137.98K

Shared

0.00

None

580.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares63.63K

TypeSH

Market value$31.77M

1.88%

Sole

63.02K

Shared

0.00

None

605.00

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS1000GRW

Shares251.41K

TypeSH

Market value$30.16M

1.79%

Sole

251.31K

Shared

0.00

None

95.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares59.99K

TypeSH

Market value$27.99M

1.66%

Sole

59.99K

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares124.74K

TypeSH

Market value$27.71M

1.64%

Sole

124.24K

Shared

0.00

None

495.00

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares427.29K

TypeSH

Market value$25.13M

1.49%

Sole

425.58K

Shared

0.00

None

1.72K

ISHARES TR

OTR

EAFE GRWTH ETF

Shares215.55K

TypeSH

Market value$24.42M

1.45%

Sole

214.90K

Shared

0.00

None

645.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares32.09K

TypeSH

Market value$21.29M

1.26%

Sole

32K

Shared

0.00

None

90.00

BROADCOM INC

SOLE

COM

Shares59.51K

TypeSH

Market value$19.51M

1.16%

Sole

59.19K

Shared

0.00

None

320.00

ISHARES TR

SOLE

INTRM GOV CR ETF

Shares178.47K

TypeSH

Market value$19.16M

1.14%

Sole

177.71K

Shared

0.00

None

755.00

JOHNSON & JOHNSON

OTR

COM

Shares105.02K

TypeSH

Market value$19.07M

1.13%

Sole

104.21K

Shared

140.00

None

670.00

JPMORGAN CHASE & CO.

OTR

COM

Shares57.92K

TypeSH

Market value$18.29M

1.08%

Sole

57.63K

Shared

0.00

None

290.00

NVIDIA CORPORATION

SOLE

COM

Shares97.91K

TypeSH

Market value$17.80M

1.06%

Sole

97.85K

Shared

0.00

None

60.00

KLA CORP

SOLE

COM NEW

Shares16.12K

TypeSH

Market value$17.16M

1.02%

Sole

16.03K

Shared

0.00

None

95.00

CITIGROUP INC

OTR

COM NEW

Shares162.76K

TypeSH

Market value$16.79M

0.99%

Sole

161.40K

Shared

0.00

None

1.36K

EXXON MOBIL CORP

OTR

COM

Shares145.32K

TypeSH

Market value$16.60M

0.98%

Sole

142.02K

Shared

2.72K

None

580.00

CHEVRON CORP NEW

OTR

COM

Shares100.86K

TypeSH

Market value$15.74M

0.93%

Sole

100.15K

Shared

0.00

None

707.00

ISHARES TR

SOLE

S&P 100 ETF

Shares44.58K

TypeSH

Market value$14.78M

0.88%

Sole

44.58K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	264.04K	SH	$86.37M 5.12%	261.57K	0.00	2.48K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	1.11M	SH	$81.32M 4.82%	90.18K	0.00	710.00
ISHARES TRSOLE	CORE S&P500 ETF	114.69K	SH	$76.47M 4.53%	112.72K	0.00	1.97K
MICROSOFT CORPSOLE	COM	89.30K	SH	$45.95M 2.72%	89.08K	85.00	140.00
ISHARES TROTR	MSCI EAFE ETF	454.78K	SH	$42.29M 2.51%	454.61K	170.00	0.00
WALMART INCOTR	COM	370.84K	SH	$38.23M 2.27%	370.15K	135.00	554.00
APPLE INCSOLE	COM	138.08K	SH	$35.13M 2.08%	135.99K	2.08K	10.00
ALPHABET INCOTR	CAP STK CL C	138.56K	SH	$33.86M 2.01%	137.98K	0.00	580.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	63.63K	SH	$31.77M 1.88%	63.02K	0.00	605.00
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS1000GRW	251.41K	SH	$30.16M 1.79%	251.31K	0.00	95.00
ISHARES TRSOLE	RUS 1000 GRW ETF	59.99K	SH	$27.99M 1.66%	59.99K	0.00	0.00
AMAZON COM INCSOLE	COM	124.74K	SH	$27.71M 1.64%	124.24K	0.00	495.00
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	427.29K	SH	$25.13M 1.49%	425.58K	0.00	1.72K
ISHARES TROTR	EAFE GRWTH ETF	215.55K	SH	$24.42M 1.45%	214.90K	0.00	645.00
SPDR S&P 500 ETF TRSOLE	TR UNIT	32.09K	SH	$21.29M 1.26%	32K	0.00	90.00
BROADCOM INCSOLE	COM	59.51K	SH	$19.51M 1.16%	59.19K	0.00	320.00
ISHARES TRSOLE	INTRM GOV CR ETF	178.47K	SH	$19.16M 1.14%	177.71K	0.00	755.00
JOHNSON & JOHNSONOTR	COM	105.02K	SH	$19.07M 1.13%	104.21K	140.00	670.00
JPMORGAN CHASE & CO.OTR	COM	57.92K	SH	$18.29M 1.08%	57.63K	0.00	290.00
NVIDIA CORPORATIONSOLE	COM	97.91K	SH	$17.80M 1.06%	97.85K	0.00	60.00
KLA CORPSOLE	COM NEW	16.12K	SH	$17.16M 1.02%	16.03K	0.00	95.00
CITIGROUP INCOTR	COM NEW	162.76K	SH	$16.79M 0.99%	161.40K	0.00	1.36K
EXXON MOBIL CORPOTR	COM	145.32K	SH	$16.60M 0.98%	142.02K	2.72K	580.00
CHEVRON CORP NEWOTR	COM	100.86K	SH	$15.74M 0.93%	100.15K	0.00	707.00
ISHARES TRSOLE	S&P 100 ETF	44.58K	SH	$14.78M 0.88%	44.58K	0.00	0.00

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