PEOPLES BANK /OH

PrivateCIK: 934866

Location

MARIETTA, OH

110

Positions

$216.53M

Total AUM (reported)

2.29M

Total Shares

Allocation by class

MUTUAL FUNDS -$137.23M63.4%

COMMON STOCK$78.88M36.4%

FOREIGN STOCK$412.9K0.2%

Portfolio Concentration

Top 3$55.89M25.8%

4–10$47.83M22.1%

11–25$54.93M25.4%

Rest$57.87M26.7%

Top 3 weight

25.8%

Top 10 weight

47.9%

Voting Authority Distribution

Total shares with voting rights: 2.29M

Sole

Full voting authority

1.85M

% of voting shares80.9%

Shared

Joint voting authority

438.15K

% of voting shares19.1%

None

No voting authority

249.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole0

Shared0

Other110

Dominant voting typeSole · 80.9% of voting shares

Institutional Holdings110

Rows:

ISHARES

DFND

MUTUAL FUNDS -

Shares31.06K

TypeSH

Market value$23.79M

10.99%

Sole

31.06K

Shared

0.00

None

0.00

PEOPLES BANCORP INC

DFND

COMMON STOCK

Shares442.15K

TypeSH

Market value$16.18M

7.47%

Sole

Shared

438.15K

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares111.93K

TypeSH

Market value$15.92M

7.35%

Sole

111.93K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares142.16K

TypeSH

Market value$10.23M

4.72%

Sole

142.16K

Shared

0.00

None

0.00

SPDR

DFND

MUTUAL FUNDS -

Shares9.14K

TypeSH

Market value$6.97M

3.22%

Sole

9.14K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares29.21K

TypeSH

Market value$6.67M

3.08%

Sole

29.21K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares15.04K

TypeSH

Market value$6.26M

2.89%

Sole

15.04K

Shared

0.00

None

0.00

APPLE INC

DFND

COMMON STOCK

Shares18.66K

TypeSH

Market value$6.21M

2.87%

Sole

18.66K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares103.90K

TypeSH

Market value$5.89M

2.72%

Sole

103.90K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares68.97K

TypeSH

Market value$5.60M

2.59%

Sole

68.92K

Shared

0.00

None

40.00

ISHARES

DFND

MUTUAL FUNDS -

Shares99.70K

TypeSH

Market value$5.02M

2.32%

Sole

99.70K

Shared

0.00

None

0.00

CHEVRON CORPORATION

DFND

COMMON STOCK

Shares24.02K

TypeSH

Market value$4.91M

2.27%

Sole

24.02K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares74.10K

TypeSH

Market value$4.78M

2.21%

Sole

74.10K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares64.53K

TypeSH

Market value$4.56M

2.10%

Sole

64.53K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares33.07K

TypeSH

Market value$4.50M

2.08%

Sole

33.07K

Shared

0.00

None

0.00

DIMENSIONAL

DFND

MUTUAL FUNDS -

Shares71.53K

TypeSH

Market value$4.00M

1.85%

Sole

71.53K

Shared

0.00

None

0.00

JP MORGAN CHASE & CO

DFND

COMMON STOCK

Shares11.87K

TypeSH

Market value$3.93M

1.81%

Sole

11.84K

Shared

0.00

None

31.00

ISHARES

DFND

MUTUAL FUNDS -

Shares75.91K

TypeSH

Market value$3.59M

1.66%

Sole

75.91K

Shared

0.00

None

0.00

MICROSOFT CORP

DFND

COMMON STOCK

Shares6.11K

TypeSH

Market value$3.13M

1.45%

Sole

6.11K

Shared

0.00

None

0.00

PIMCO

DFND

MUTUAL FUNDS -

Shares61.03K

TypeSH

Market value$3.02M

1.39%

Sole

61.03K

Shared

0.00

None

0.00

NVIDIA CORPORATION

DFND

COMMON STOCK

Shares12.85K

TypeSH

Market value$2.93M

1.36%

Sole

12.85K

Shared

0.00

None

0.00

MICRON TECHNOLOGY

DFND

COMMON STOCK

Shares2.74K

TypeSH

Market value$2.92M

1.35%

Sole

2.74K

Shared

0.00

None

0.00

PIMCO

DFND

MUTUAL FUNDS -

Shares105.75K

TypeSH

Market value$2.68M

1.24%

Sole

105.75K

Shared

0.00

None

0.00

EATON VANCE

DFND

MUTUAL FUNDS -

Shares52.05K

TypeSH

Market value$2.56M

1.18%

Sole

52.05K

Shared

0.00

None

0.00

META PLATFORMS INC

DFND

COMMON STOCK

Shares3.33K

TypeSH

Market value$2.41M

1.11%

Sole

3.33K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARESDFND	MUTUAL FUNDS -	31.06K	SH	$23.79M 10.99%	31.06K	0.00	0.00
PEOPLES BANCORP INCDFND	COMMON STOCK	442.15K	SH	$16.18M 7.47%	4K	438.15K	0.00
ISHARESDFND	MUTUAL FUNDS -	111.93K	SH	$15.92M 7.35%	111.93K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	142.16K	SH	$10.23M 4.72%	142.16K	0.00	0.00
SPDRDFND	MUTUAL FUNDS -	9.14K	SH	$6.97M 3.22%	9.14K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	29.21K	SH	$6.67M 3.08%	29.21K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	15.04K	SH	$6.26M 2.89%	15.04K	0.00	0.00
APPLE INCDFND	COMMON STOCK	18.66K	SH	$6.21M 2.87%	18.66K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	103.90K	SH	$5.89M 2.72%	103.90K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	68.97K	SH	$5.60M 2.59%	68.92K	0.00	40.00
ISHARESDFND	MUTUAL FUNDS -	99.70K	SH	$5.02M 2.32%	99.70K	0.00	0.00
CHEVRON CORPORATIONDFND	COMMON STOCK	24.02K	SH	$4.91M 2.27%	24.02K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	74.10K	SH	$4.78M 2.21%	74.10K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	64.53K	SH	$4.56M 2.10%	64.53K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	33.07K	SH	$4.50M 2.08%	33.07K	0.00	0.00
DIMENSIONALDFND	MUTUAL FUNDS -	71.53K	SH	$4.00M 1.85%	71.53K	0.00	0.00
JP MORGAN CHASE & CODFND	COMMON STOCK	11.87K	SH	$3.93M 1.81%	11.84K	0.00	31.00
ISHARESDFND	MUTUAL FUNDS -	75.91K	SH	$3.59M 1.66%	75.91K	0.00	0.00
MICROSOFT CORPDFND	COMMON STOCK	6.11K	SH	$3.13M 1.45%	6.11K	0.00	0.00
PIMCODFND	MUTUAL FUNDS -	61.03K	SH	$3.02M 1.39%	61.03K	0.00	0.00
NVIDIA CORPORATIONDFND	COMMON STOCK	12.85K	SH	$2.93M 1.36%	12.85K	0.00	0.00
MICRON TECHNOLOGYDFND	COMMON STOCK	2.74K	SH	$2.92M 1.35%	2.74K	0.00	0.00
PIMCODFND	MUTUAL FUNDS -	105.75K	SH	$2.68M 1.24%	105.75K	0.00	0.00
EATON VANCEDFND	MUTUAL FUNDS -	52.05K	SH	$2.56M 1.18%	52.05K	0.00	0.00
META PLATFORMS INCDFND	COMMON STOCK	3.33K	SH	$2.41M 1.11%	3.33K	0.00	0.00

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