PEOPLES BANK /OH

PrivateCIK: 934866

Location

MARIETTA, OH

101

Positions

$162.92M

Total AUM (reported)

1.79M

Total Shares

Allocation by class

MUTUAL FUNDS -$95.47M58.6%

COMMON STOCK$67.08M41.2%

FOREIGN STOCK$364.9K0.2%

Portfolio Concentration

Top 3$40.08M24.6%

4–10$40.21M24.7%

11–25$40.43M24.8%

Rest$42.21M25.9%

Top 3 weight

24.6%

Top 10 weight

49.3%

Voting Authority Distribution

Total shares with voting rights: 1.79M

Sole

Full voting authority

1.35M

% of voting shares75.5%

Shared

Joint voting authority

439.62K

% of voting shares24.5%

None

No voting authority

289.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole0

Shared0

Other101

Dominant voting typeSole · 75.5% of voting shares

Institutional Holdings101

Rows:

ISHARES

DFND

MUTUAL FUNDS -

Shares24.28K

TypeSH

Market value$15.86M

9.73%

Sole

24.28K

Shared

0.00

None

0.00

PEOPLES BANCORP INC

DFND

COMMON STOCK

Shares443.62K

TypeSH

Market value$14.58M

8.95%

Sole

Shared

439.62K

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares85.22K

TypeSH

Market value$9.64M

5.92%

Sole

85.22K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares124.91K

TypeSH

Market value$8.44M

5.18%

Sole

124.91K

Shared

0.00

None

0.00

SPDR

DFND

MUTUAL FUNDS -

Shares9.97K

TypeSH

Market value$6.49M

3.98%

Sole

9.97K

Shared

0.00

None

0.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares97.58K

TypeSH

Market value$5.81M

3.57%

Sole

97.58K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares15.28K

TypeSH

Market value$5.45M

3.34%

Sole

15.28K

Shared

0.00

None

0.00

CHEVRON CORPORATION

DFND

COMMON STOCK

Shares23.64K

TypeSH

Market value$4.89M

3.00%

Sole

23.64K

Shared

0.00

None

0.00

APPLE INC

DFND

COMMON STOCK

Shares18.04K

TypeSH

Market value$4.58M

2.81%

Sole

18.04K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares21.59K

TypeSH

Market value$4.56M

2.80%

Sole

21.59K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares35.33K

TypeSH

Market value$4.39M

2.70%

Sole

35.33K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares77.16K

TypeSH

Market value$4.11M

2.52%

Sole

77.16K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares75.47K

TypeSH

Market value$3.66M

2.24%

Sole

75.47K

Shared

0.00

None

0.00

JP MORGAN CHASE & CO

DFND

COMMON STOCK

Shares11.74K

TypeSH

Market value$3.45M

2.12%

Sole

11.71K

Shared

0.00

None

31.00

ISHARES

DFND

MUTUAL FUNDS -

Shares41.61K

TypeSH

Market value$3.44M

2.11%

Sole

41.57K

Shared

0.00

None

40.00

VANGUARD

DFND

MUTUAL FUNDS -

Shares45.71K

TypeSH

Market value$2.93M

1.80%

Sole

45.71K

Shared

0.00

None

0.00

EXXON MOBIL CORPORATION

DFND

COMMON STOCK

Shares14.45K

TypeSH

Market value$2.45M

1.50%

Sole

14.45K

Shared

0.00

None

0.00

PROCTER & GAMBLE CO

DFND

COMMON STOCK

Shares16.43K

TypeSH

Market value$2.37M

1.46%

Sole

16.43K

Shared

0.00

None

0.00

DIMENSIONAL

DFND

MUTUAL FUNDS -

Shares42.44K

TypeSH

Market value$2.24M

1.38%

Sole

42.44K

Shared

0.00

None

0.00

MICROSOFT CORP

DFND

COMMON STOCK

Shares5.60K

TypeSH

Market value$2.07M

1.27%

Sole

5.60K

Shared

0.00

None

0.00

NVIDIA CORPORATION

DFND

COMMON STOCK

Shares11.37K

TypeSH

Market value$1.98M

1.22%

Sole

11.37K

Shared

0.00

None

0.00

PIMCO

DFND

MUTUAL FUNDS -

Shares73.98K

TypeSH

Market value$1.94M

1.19%

Sole

73.98K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares19.14K

TypeSH

Market value$1.86M

1.14%

Sole

19.14K

Shared

0.00

None

0.00

META PLATFORMS INC

DFND

COMMON STOCK

Shares3.19K

TypeSH

Market value$1.83M

1.12%

Sole

3.19K

Shared

0.00

None

0.00

ISHARES

DFND

MUTUAL FUNDS -

Shares31.67K

TypeSH

Market value$1.71M

1.05%

Sole

31.67K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
ISHARESDFND	MUTUAL FUNDS -	24.28K	SH	$15.86M 9.73%	24.28K	0.00	0.00
PEOPLES BANCORP INCDFND	COMMON STOCK	443.62K	SH	$14.58M 8.95%	4K	439.62K	0.00
ISHARESDFND	MUTUAL FUNDS -	85.22K	SH	$9.64M 5.92%	85.22K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	124.91K	SH	$8.44M 5.18%	124.91K	0.00	0.00
SPDRDFND	MUTUAL FUNDS -	9.97K	SH	$6.49M 3.98%	9.97K	0.00	0.00
VANGUARDDFND	MUTUAL FUNDS -	97.58K	SH	$5.81M 3.57%	97.58K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	15.28K	SH	$5.45M 3.34%	15.28K	0.00	0.00
CHEVRON CORPORATIONDFND	COMMON STOCK	23.64K	SH	$4.89M 3.00%	23.64K	0.00	0.00
APPLE INCDFND	COMMON STOCK	18.04K	SH	$4.58M 2.81%	18.04K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	21.59K	SH	$4.56M 2.80%	21.59K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	35.33K	SH	$4.39M 2.70%	35.33K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	77.16K	SH	$4.11M 2.52%	77.16K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	75.47K	SH	$3.66M 2.24%	75.47K	0.00	0.00
JP MORGAN CHASE & CODFND	COMMON STOCK	11.74K	SH	$3.45M 2.12%	11.71K	0.00	31.00
ISHARESDFND	MUTUAL FUNDS -	41.61K	SH	$3.44M 2.11%	41.57K	0.00	40.00
VANGUARDDFND	MUTUAL FUNDS -	45.71K	SH	$2.93M 1.80%	45.71K	0.00	0.00
EXXON MOBIL CORPORATIONDFND	COMMON STOCK	14.45K	SH	$2.45M 1.50%	14.45K	0.00	0.00
PROCTER & GAMBLE CODFND	COMMON STOCK	16.43K	SH	$2.37M 1.46%	16.43K	0.00	0.00
DIMENSIONALDFND	MUTUAL FUNDS -	42.44K	SH	$2.24M 1.38%	42.44K	0.00	0.00
MICROSOFT CORPDFND	COMMON STOCK	5.60K	SH	$2.07M 1.27%	5.60K	0.00	0.00
NVIDIA CORPORATIONDFND	COMMON STOCK	11.37K	SH	$1.98M 1.22%	11.37K	0.00	0.00
PIMCODFND	MUTUAL FUNDS -	73.98K	SH	$1.94M 1.19%	73.98K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	19.14K	SH	$1.86M 1.14%	19.14K	0.00	0.00
META PLATFORMS INCDFND	COMMON STOCK	3.19K	SH	$1.83M 1.12%	3.19K	0.00	0.00
ISHARESDFND	MUTUAL FUNDS -	31.67K	SH	$1.71M 1.05%	31.67K	0.00	0.00

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