UNITED BANK Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SHV	ISHARES PREFFERED & INCOME S	72,808 (+27.6%)	$8,020 (+27.2%)	1.1%	$110.01	—	ETF-FIXED INCOM	464288679
VTI	VANGUARD	18,660 (+24.4%)	$6,256 (+27.1%)	0.8%	$198.14	—	COMMON STOCK	922908769
IGSB	ISHARES PREFFERED & INCOME S	104,305 (+21.3%)	$5,516 (+20.9%)	0.7%	$51.29	—	ETF-FIXED INCOM	464288646
AGG	ISHARES	318,214 (+3.2%)	$31,783 (+2.9%)	4.2%	$100.66	—	ETF-FIXED INCOM	464287226
MO	ALTRIA GROUP INC	11,905 (+41.2%)	$686 (+23.2%)	0.1%	$40.35	+47.1%	COMMON STOCK	02209S103
NFLX	NETFLIX INC.	4,700 (+900.0%)	$441 (-21.8%)	0.1%	$100.39	+7.4%	COMMON STOCK	64110L106
IJK	ISHARES	30,801 (+3.1%)	$2,984 (+4.2%)	0.4%	$81.10	—	COMMON STOCK	464287606
PFE	PFIZER INC	42,496 (+8.7%)	$1,058 (+6.2%)	0.1%	$31.74	-21.1%	COMMON STOCK	717081103
VZ	VERIZON COMMUNICATIONS	29,785 (+4.2%)	$1,213 (-3.4%)	0.2%	$38.24	+5.9%	COMMON STOCK	92343V104
XLK	STATE STREET SPDR	1,424 (+100.0%)	$205 (+2.2%)	0.0%	$212.92	—	COMMON STOCK	81369Y803

Exited Positions (2)

ORCL ORACLE CORP 0.0%

Value ($000) $200 Shares 712 Est. Cost $53.00 Unrealized +349.1%

ATYR ATYR PHARMA INC 0.0%

Value ($000) $9 Shares 11,970 Est. Cost $3.70 Unrealized -77.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ORCL	ORACLE CORP	712	$200	0.0%	$53.00	+349.1%	—	68389X105
ATYR	ATYR PHARMA INC	11,970	$9	0.0%	$3.70	-77.8%	—	002120202

Decreased Positions (41)

EMXC ISHARES 0.4%

Value ($000) $2,906 (-94.0%) Shares 39,977 (-94.5%) Est. Cost $55.82 Unrealized —

MSFT MICROSOFT 4.4%

Value ($000) $33,159 (-12.5%) Shares 68,565 (-6.3%) Est. Cost $72.27 Unrealized +592.7%

IRM IRON MOUNTAIN INC 1.6%

Value ($000) $12,361 (-27.6%) Shares 149,014 (-11.0%) Est. Cost $23.17 Unrealized +300.4%

BLK BLACKROCK INC 1.4%

Value ($000) $10,297 (-22.7%) Shares 9,620 (-15.9%) Est. Cost $991.05 Unrealized +9.9%

APD AIR PRODS & CHEMS INC 1.1%

Value ($000) $8,264 (-24.9%) Shares 33,454 (-17.1%) Est. Cost $246.20 Unrealized +2.2%

EOG EOG RESOURCES INC 1.1%

Value ($000) $8,073 (-23.6%) Shares 76,877 (-18.5%) Est. Cost $115.51 Unrealized -7.2%

GD GENERAL DYNAMICS CORP 1.5%

Value ($000) $11,731 (-17.5%) Shares 34,846 (-16.4%) Est. Cost $187.03 Unrealized +82.2%

GLW CORNING INC 2.7%

Value ($000) $20,447 (-10.8%) Shares 233,522 (-16.4%) Est. Cost $24.33 Unrealized +253.4%

ABT ABBOTT LABORATORIES 1.6%

Value ($000) $12,130 (-16.7%) Shares 96,819 (-10.9%) Est. Cost $46.92 Unrealized +171.3%

TXN TEXAS INSTRUMENTS INC 1.2%

Value ($000) $9,245 (-20.2%) Shares 53,290 (-15.5%) Est. Cost $158.41 Unrealized +7.8%

HON HONEYWELL INTERNATIONAL 1.0%

Value ($000) $7,464 (-23.2%) Shares 38,260 (-17.1%) Est. Cost $189.63 Unrealized +2.8%

AWK AMERICAN WATER WORKS INC 0.9%

Value ($000) $6,488 (-24.5%) Shares 49,716 (-19.5%) Est. Cost $130.20 Unrealized +2.3%

ITW ILLINOIS TOOL WORKS INC 0.9%

Value ($000) $6,878 (-23.2%) Shares 27,927 (-18.7%) Est. Cost $249.38 Unrealized -0.7%

LMT LOCKHEED MARTIN 1.0%

Value ($000) $7,367 (-21.6%) Shares 15,231 (-19.1%) Est. Cost $449.23 Unrealized +6.0%

PG PROCTER & GAMBLE CO 1.4%

Value ($000) $10,621 (-15.5%) Shares 74,114 (-9.4%) Est. Cost $76.08 Unrealized +93.4%

HSY HERSHEY CO 1.0%

Value ($000) $7,773 (-19.6%) Shares 42,712 (-17.4%) Est. Cost $159.52 Unrealized +14.2%

AFL AFLAC INC 1.0%

Value ($000) $7,503 (-19.1%) Shares 68,040 (-18.0%) Est. Cost $101.82 Unrealized +7.9%

CVX CHEVRON CORPORATION 1.9%

Value ($000) $14,575 (-10.1%) Shares 95,627 (-8.4%) Est. Cost $82.47 Unrealized +83.6%

WM WASTE MANAGEMENT INC 1.5%

Value ($000) $11,702 (-12.0%) Shares 53,261 (-11.5%) Est. Cost $81.14 Unrealized +161.9%

MCD MCDONALDS CORP 1.6%

Value ($000) $11,856 (-11.4%) Shares 38,791 (-11.9%) Est. Cost $135.27 Unrealized +125.5%

CME CME GROUP INC 1.1%

Value ($000) $8,382 (-12.7%) Shares 30,694 (-13.6%) Est. Cost $244.74 Unrealized +10.6%

PEP PEPSICO INC 1.1%

Value ($000) $8,315 (-8.3%) Shares 57,935 (-10.2%) Est. Cost $139.99 Unrealized +4.2%

GILD GILEAD SCIENCES INC 1.1%

Value ($000) $7,959 (-8.5%) Shares 64,845 (-17.2%) Est. Cost $100.85 Unrealized +19.9%

JNJ JOHNSON & JOHNSON 1.7%

Value ($000) $13,137 (-4.3%) Shares 63,479 (-14.3%) Est. Cost $115.61 Unrealized +70.4%

MUB ISHARES PREFFERED & INCOME S 0.2%

Value ($000) $1,179 (-30.5%) Shares 11,012 (-30.9%) Est. Cost $107.46 Unrealized —

CSCO CISCO SYSTEMS INC 2.0%

Value ($000) $15,294 (-2.0%) Shares 198,552 (-13.0%) Est. Cost $29.83 Unrealized +147.4%

JPM JPMORGAN CHASE & CO 4.2%

Value ($000) $31,707 (+1.0%) Shares 98,401 (-1.2%) Est. Cost $86.38 Unrealized +258.4%

AMGN AMGEN INC 1.6%

Value ($000) $12,384 (+2.3%) Shares 37,835 (-11.8%) Est. Cost $144.75 Unrealized +118.3%

DOV DOVER CORP 1.6%

Value ($000) $11,820 (+2.4%) Shares 60,541 (-12.5%) Est. Cost $80.28 Unrealized +126.5%

KLAC KLA CORPORATION 0.6%

Value ($000) $4,752 (+4.7%) Shares 3,911 (-7.0%) Est. Cost $99.20 Unrealized +1081.4%

XOM EXXON MOBIL CORP 0.9%

Value ($000) $6,706 (+2.9%) Shares 55,723 (-3.6%) Est. Cost $66.32 Unrealized +74.1%

T AT&T INC 0.1%

Value ($000) $1,099 (-12.9%) Shares 44,247 (-1.0%) Est. Cost $14.39 Unrealized +75.7%

META META PLATFORMS INC 0.2%

Value ($000) $1,206 (-11.5%) Shares 1,827 (-1.6%) Est. Cost $300.15 Unrealized +122.3%

IJH ISHARES 0.1%

Value ($000) $1,118 (-9.9%) Shares 16,943 (-10.9%) Est. Cost $88.96 Unrealized —

AAPL APPLE INC 4.3%

Value ($000) $32,704 (-0.3%) Shares 120,296 (-6.7%) Est. Cost $98.77 Unrealized +171.7%

CMI CUMMINS INC 1.8%

Value ($000) $13,977 (+0.5%) Shares 27,381 (-16.9%) Est. Cost $226.82 Unrealized +105.6%

WMT WALMART INC 0.1%

Value ($000) $1,042 (+6.5%) Shares 9,352 (-1.4%) Est. Cost $63.90 Unrealized +67.8%

NVDA NVIDIA CORP 0.5%

Value ($000) $3,867 (-1.5%) Shares 20,733 (-1.4%) Est. Cost $97.67 Unrealized +90.6%

D DOMINION ENERGY INC. 0.0%

Value ($000) $340 (-10.7%) Shares 5,810 (-6.8%) Est. Cost $59.46 Unrealized +0.5%

COST COSTCO WHOLESALE CORP 0.0%

Value ($000) $347 (-9.5%) Shares 402 (-2.9%) Est. Cost $597.43 Unrealized +51.6%

BAC BANK OF AMERICA 0.1%

Value ($000) $441 (+4.2%) Shares 8,026 (-2.2%) Est. Cost $22.23 Unrealized +136.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EMXC	ISHARES	39,977 (-94.5%)	$2,906 (-94.0%)	0.4%	$55.82	—	COMMON STOCK	46434G764
MSFT	MICROSOFT	68,565 (-6.3%)	$33,159 (-12.5%)	4.4%	$72.27	+592.7%	COMMON STOCK	594918104
IRM	IRON MOUNTAIN INC	149,014 (-11.0%)	$12,361 (-27.6%)	1.6%	$23.17	+300.4%	COMMON STOCK	46284V101
BLK	BLACKROCK INC	9,620 (-15.9%)	$10,297 (-22.7%)	1.4%	$991.05	+9.9%	COMMON STOCK	09290D101
APD	AIR PRODS & CHEMS INC	33,454 (-17.1%)	$8,264 (-24.9%)	1.1%	$246.20	+2.2%	COMMON STOCK	009158106
EOG	EOG RESOURCES INC	76,877 (-18.5%)	$8,073 (-23.6%)	1.1%	$115.51	-7.2%	COMMON STOCK	26875P101
GD	GENERAL DYNAMICS CORP	34,846 (-16.4%)	$11,731 (-17.5%)	1.5%	$187.03	+82.2%	COMMON STOCK	369550108
GLW	CORNING INC	233,522 (-16.4%)	$20,447 (-10.8%)	2.7%	$24.33	+253.4%	COMMON STOCK	219350105
ABT	ABBOTT LABORATORIES	96,819 (-10.9%)	$12,130 (-16.7%)	1.6%	$46.92	+171.3%	COMMON STOCK	002824100
TXN	TEXAS INSTRUMENTS INC	53,290 (-15.5%)	$9,245 (-20.2%)	1.2%	$158.41	+7.8%	COMMON STOCK	882508104
HON	HONEYWELL INTERNATIONAL	38,260 (-17.1%)	$7,464 (-23.2%)	1.0%	$189.63	+2.8%	COMMON STOCK	438516106
AWK	AMERICAN WATER WORKS INC	49,716 (-19.5%)	$6,488 (-24.5%)	0.9%	$130.20	+2.3%	COMMON STOCK	030420103
ITW	ILLINOIS TOOL WORKS INC	27,927 (-18.7%)	$6,878 (-23.2%)	0.9%	$249.38	-0.7%	COMMON STOCK	452308109
LMT	LOCKHEED MARTIN	15,231 (-19.1%)	$7,367 (-21.6%)	1.0%	$449.23	+6.0%	COMMON STOCK	539830109
PG	PROCTER & GAMBLE CO	74,114 (-9.4%)	$10,621 (-15.5%)	1.4%	$76.08	+93.4%	COMMON STOCK	742718109
HSY	HERSHEY CO	42,712 (-17.4%)	$7,773 (-19.6%)	1.0%	$159.52	+14.2%	COMMON STOCK	427866108
AFL	AFLAC INC	68,040 (-18.0%)	$7,503 (-19.1%)	1.0%	$101.82	+7.9%	COMMON STOCK	001055102
CVX	CHEVRON CORPORATION	95,627 (-8.4%)	$14,575 (-10.1%)	1.9%	$82.47	+83.6%	COMMON STOCK	166764100
WM	WASTE MANAGEMENT INC	53,261 (-11.5%)	$11,702 (-12.0%)	1.5%	$81.14	+161.9%	COMMON STOCK	94106L109
MCD	MCDONALDS CORP	38,791 (-11.9%)	$11,856 (-11.4%)	1.6%	$135.27	+125.5%	COMMON STOCK	580135101
CME	CME GROUP INC	30,694 (-13.6%)	$8,382 (-12.7%)	1.1%	$244.74	+10.6%	COMMON STOCK	12572Q105
PEP	PEPSICO INC	57,935 (-10.2%)	$8,315 (-8.3%)	1.1%	$139.99	+4.2%	COMMON STOCK	713448108
GILD	GILEAD SCIENCES INC	64,845 (-17.2%)	$7,959 (-8.5%)	1.1%	$100.85	+19.9%	COMMON STOCK	375558103
JNJ	JOHNSON & JOHNSON	63,479 (-14.3%)	$13,137 (-4.3%)	1.7%	$115.61	+70.4%	COMMON STOCK	478160104
MUB	ISHARES PREFFERED & INCOME S	11,012 (-30.9%)	$1,179 (-30.5%)	0.2%	$107.46	—	ETF-FIXED INCOM	464288414
CSCO	CISCO SYSTEMS INC	198,552 (-13.0%)	$15,294 (-2.0%)	2.0%	$29.83	+147.4%	COMMON STOCK	17275R102
JPM	JPMORGAN CHASE & CO	98,401 (-1.2%)	$31,707 (+1.0%)	4.2%	$86.38	+258.4%	COMMON STOCK	46625H100
AMGN	AMGEN INC	37,835 (-11.8%)	$12,384 (+2.3%)	1.6%	$144.75	+118.3%	COMMON STOCK	031162100
DOV	DOVER CORP	60,541 (-12.5%)	$11,820 (+2.4%)	1.6%	$80.28	+126.5%	COMMON STOCK	260003108
KLAC	KLA CORPORATION	3,911 (-7.0%)	$4,752 (+4.7%)	0.6%	$99.20	+1081.4%	COMMON STOCK	482480100
XOM	EXXON MOBIL CORP	55,723 (-3.6%)	$6,706 (+2.9%)	0.9%	$66.32	+74.1%	COMMON STOCK	30231G102
T	AT&T INC	44,247 (-1.0%)	$1,099 (-12.9%)	0.1%	$14.39	+75.7%	COMMON STOCK	00206R102
META	META PLATFORMS INC	1,827 (-1.6%)	$1,206 (-11.5%)	0.2%	$300.15	+122.3%	COMMON STOCK	30303M102
IJH	ISHARES	16,943 (-10.9%)	$1,118 (-9.9%)	0.1%	$88.96	—	COMMON STOCK	464287507
AAPL	APPLE INC	120,296 (-6.7%)	$32,704 (-0.3%)	4.3%	$98.77	+171.7%	COMMON STOCK	037833100
CMI	CUMMINS INC	27,381 (-16.9%)	$13,977 (+0.5%)	1.8%	$226.82	+105.6%	COMMON STOCK	231021106
WMT	WALMART INC	9,352 (-1.4%)	$1,042 (+6.5%)	0.1%	$63.90	+67.8%	COMMON STOCK	931142103
NVDA	NVIDIA CORP	20,733 (-1.4%)	$3,867 (-1.5%)	0.5%	$97.67	+90.6%	COMMON STOCK	67066G104
D	DOMINION ENERGY INC.	5,810 (-6.8%)	$340 (-10.7%)	0.0%	$59.46	+0.5%	COMMON STOCK	25746U109
COST	COSTCO WHOLESALE CORP	402 (-2.9%)	$347 (-9.5%)	0.0%	$597.43	+51.6%	COMMON STOCK	22160K105
BAC	BANK OF AMERICA	8,026 (-2.2%)	$441 (+4.2%)	0.1%	$22.23	+136.9%	COMMON STOCK	060505104

Unchanged Positions (75)

HUBB HUBBELL INC 16.8%

Value ($000) $126,966 Shares 285,888 Est. Cost $114.76 Unrealized +281.0%

UBSI UNITED BANKSHARES INC 3.6%

Value ($000) $27,390 Shares 713,288 Est. Cost $35.91 Unrealized +3.7%

IJR ISHARES 6.2%

Value ($000) $47,168 Shares 392,478 Est. Cost $73.81 Unrealized —

LLY ELI LILLY & CO 0.3%

Value ($000) $1,909 Shares 1,776 Est. Cost $192.90 Unrealized +395.3%

GOOG ALPHABET INC 0.2%

Value ($000) $1,803 Shares 5,746 Est. Cost $112.29 Unrealized +155.0%

GOOGL ALPHABET INC 0.2%

Value ($000) $1,715 Shares 5,479 Est. Cost $118.50 Unrealized +141.0%

MU MICRON TECHNOLOGY INC 0.1%

Value ($000) $762 Shares 2,670 Est. Cost $93.22 Unrealized +146.0%

IVW ISHARES 1.9%

Value ($000) $14,474 Shares 117,429 Est. Cost $76.62 Unrealized —

VNQ VANGUARD 0.9%

Value ($000) $6,907 Shares 78,059 Est. Cost $85.49 Unrealized —

HD HOME DEPOT INC 0.1%

Value ($000) $1,078 Shares 3,132 Est. Cost $196.87 Unrealized +85.2%

KO COCA-COLA CO/THE 0.5%

Value ($000) $3,557 Shares 50,876 Est. Cost $37.71 Unrealized +84.0%

BMY BRISTOL MYERS SQUIBB CO 0.1%

Value ($000) $976 Shares 18,098 Est. Cost $46.48 Unrealized +2.2%

APP APPLOVIN CORP-CLASS A 0.2%

Value ($000) $1,732 Shares 2,570 Est. Cost $77.59 Unrealized +712.1%

AMZN AMAZON.COM INC 0.3%

Value ($000) $2,336 Shares 10,120 Est. Cost $128.53 Unrealized +78.0%

TRVI TREVI THERAPEUTICS INC 0.1%

Value ($000) $391 Shares 31,200 Est. Cost $1.27 Unrealized +810.7%

VO VANGUARD 1.1%

Value ($000) $8,497 Shares 29,279 Est. Cost $173.59 Unrealized —

IBIT ISHARES BITCOIN TRUST 0.0%

Value ($000) $332 Shares 6,693 Est. Cost $53.05 Unrealized —

SPY STATE STREET SPDR 0.6%

Value ($000) $4,590 Shares 6,731 Est. Cost $338.30 Unrealized —

MRK MERCK & CO INC 0.1%

Value ($000) $482 Shares 4,575 Est. Cost $53.37 Unrealized +74.7%

TFC TRUIST FINANCIAL CORP 0.2%

Value ($000) $1,329 Shares 27,000 Est. Cost $43.55 Unrealized +5.2%

SO SOUTHERN CO 0.1%

Value ($000) $1,029 Shares 11,801 Est. Cost $39.96 Unrealized +127.4%

MS MORGAN STANLEY GROUP INC 0.1%

Value ($000) $799 Shares 4,500 Est. Cost $113.02 Unrealized +47.3%

VTV VANGUARD 0.4%

Value ($000) $3,141 Shares 16,446 Est. Cost $119.10 Unrealized —

DGX QUEST DIAGNOSTICS INC 0.1%

Value ($000) $664 Shares 3,824 Est. Cost $133.00 Unrealized +36.9%

VB VANGUARD 0.6%

Value ($000) $4,723 Shares 18,310 Est. Cost $185.14 Unrealized —

EFA ISHARES 0.3%

Value ($000) $1,957 Shares 20,383 Est. Cost $71.41 Unrealized —

IBB ISHARES 0.0%

Value ($000) $322 Shares 1,908 Est. Cost $107.87 Unrealized —

DUK DUKE ENERGY 0.1%

Value ($000) $767 Shares 6,545 Est. Cost $69.62 Unrealized +74.6%

TSLA TESLA INC 0.5%

Value ($000) $3,580 Shares 7,960 Est. Cost $178.74 Unrealized +148.0%

VXUS VANGUARD 0.2%

Value ($000) $1,509 Shares 20,000 Est. Cost $55.86 Unrealized —

VUG VANGUARD 0.3%

Value ($000) $2,231 Shares 4,574 Est. Cost $152.99 Unrealized —

V VISA INC 0.2%

Value ($000) $1,425 Shares 4,063 Est. Cost $183.17 Unrealized +85.8%

WFC WELLS FARGO & CO 0.0%

Value ($000) $373 Shares 4,000 Est. Cost $50.13 Unrealized +72.8%

INTC INTEL CORP 0.1%

Value ($000) $398 Shares 10,788 Est. Cost $24.23 Unrealized +55.9%

NEE NEXTERA ENERGY INC 0.1%

Value ($000) $592 Shares 7,374 Est. Cost $61.37 Unrealized +34.4%

AEP AMERICAN ELECTRIC PWR INC 0.2%

Value ($000) $1,434 Shares 12,432 Est. Cost $62.27 Unrealized +89.0%

ZTS ZOETIS INC 0.0%

Value ($000) $201 Shares 1,600 Est. Cost $164.52 Unrealized -20.8%

ADP AUTOMATIC DATA PROCESSING 0.0%

Value ($000) $232 Shares 903 Est. Cost $107.67 Unrealized +146.0%

DIA SPDR 0.1%

Value ($000) $934 Shares 1,944 Est. Cost $247.43 Unrealized —

COF CAPITAL ONE FINANCIAL CO 0.0%

Value ($000) $247 Shares 1,019 Est. Cost $185.05 Unrealized +20.1%

ASML ASML HOLDINGS N.V. 0.0%

Value ($000) $310 Shares 290 Est. Cost $801.39 Unrealized —

PJT PJT PARTNERS INC - A 0.1%

Value ($000) $447 Shares 2,675 Est. Cost $75.84 Unrealized +125.3%

PANW PALO ALTO NETWORKS INC 0.0%

Value ($000) $263 Shares 1,430 Est. Cost $136.74 Unrealized +47.5%

ABBV ABBVIE INC 0.2%

Value ($000) $1,695 Shares 7,418 Est. Cost $73.00 Unrealized +211.7%

GEV GE VERNOVA INC 0.1%

Value ($000) $387 Shares 592 Est. Cost $415.97 Unrealized +46.4%

CMCSA COMCAST CORP 0.1%

Value ($000) $394 Shares 13,179 Est. Cost $32.66 Unrealized -12.6%

ALL ALLSTATE CORP 0.1%

Value ($000) $624 Shares 3,000 Est. Cost $93.55 Unrealized +118.2%

VBK VANGUARD 0.2%

Value ($000) $1,296 Shares 4,291 Est. Cost $238.47 Unrealized —

LHX L3HARRIS TECHNOLOGIES INC 0.1%

Value ($000) $426 Shares 1,450 Est. Cost $205.97 Unrealized +40.0%

GE GE AEROSPACE 0.1%

Value ($000) $730 Shares 2,369 Est. Cost $64.64 Unrealized +365.3%

CRDF CARDIFF ONCOLOGY INC 0.0%

Value ($000) $63 Shares 22,411 Est. Cost $2.06 Unrealized +12.9%

MMM 3M COMPANY 0.1%

Value ($000) $539 Shares 3,366 Est. Cost $136.99 Unrealized +19.1%

IWF ISHARES 0.2%

Value ($000) $1,585 Shares 3,349 Est. Cost $177.60 Unrealized —

IEFA ISHARES 0.1%

Value ($000) $673 Shares 7,521 Est. Cost $72.23 Unrealized —

IVV ISHARES 0.1%

Value ($000) $682 Shares 996 Est. Cost $444.03 Unrealized —

FWONK LIBERTY MEDIA CORP 0.0%

Value ($000) $207 Shares 2,100 Est. Cost $104.50 Unrealized —

LOW LOWE'S COS INC 0.0%

Value ($000) $248 Shares 1,027 Est. Cost $158.74 Unrealized +51.1%

VV VANGUARD 0.1%

Value ($000) $386 Shares 1,226 Est. Cost $122.66 Unrealized —

PFF ISHARES PREFFERED & INCOME S 0.1%

Value ($000) $381 Shares 12,313 Est. Cost $35.97 Unrealized —

ED CONSOLIDATED EDISON INC 0.1%

Value ($000) $641 Shares 6,450 Est. Cost $69.91 Unrealized +41.3%

MDY STATE STREET SPDR 0.1%

Value ($000) $618 Shares 1,025 Est. Cost $345.43 Unrealized —

CINF CINCINNATI FINANCIAL CORP 0.0%

Value ($000) $229 Shares 1,403 Est. Cost $142.02 Unrealized +13.5%

USMV ISHARES 0.1%

Value ($000) $565 Shares 6,000 Est. Cost $93.66 Unrealized —

IWB ISHARES 0.0%

Value ($000) $243 Shares 650 Est. Cost $339.57 Unrealized —

DE DEERE & COMPANY 0.0%

Value ($000) $279 Shares 599 Est. Cost $235.04 Unrealized +99.0%

BIV VANGUARD 0.2%

Value ($000) $1,733 Shares 22,249 Est. Cost $83.81 Unrealized —

VBR VANGUARD 0.0%

Value ($000) $212 Shares 1,000 Est. Cost $208.71 Unrealized —

BKNG BOOKING HOLDINGS INC. 0.0%

Value ($000) $348 Shares 65 Est. Cost $2643.29 Unrealized +94.4%

DVY ISHARES 0.0%

Value ($000) $339 Shares 2,399 Est. Cost $82.92 Unrealized —

GNLX GENELUX CORP. 0.0%

Value ($000) $53 Shares 12,070 Est. Cost $2.64 Unrealized +104.5%

BSV VANGUARD 0.1%

Value ($000) $870 Shares 11,034 Est. Cost $79.12 Unrealized —

IWR ISHARES 0.0%

Value ($000) $341 Shares 3,537 Est. Cost $72.34 Unrealized —

MA MASTERCARD INC 0.0%

Value ($000) $367 Shares 642 Est. Cost $221.19 Unrealized +152.7%

WK WORKIVA INC 0.0%

Value ($000) $228 Shares 2,639 Est. Cost $75.12 Unrealized +17.9%

BRK/B BERKSHIRE HATHAWAY INC 0.0%

Value ($000) $254 Shares 506 Est. Cost $301.95 Unrealized +64.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HUBB	HUBBELL INC	285,888	$126,966	16.8%	$114.76	+281.0%	COMMON STOCK	443510607
UBSI	UNITED BANKSHARES INC	713,288	$27,390	3.6%	$35.91	+3.7%	COMMON STOCK	909907107
IJR	ISHARES	392,478	$47,168	6.2%	$73.81	—	COMMON STOCK	464287804
LLY	ELI LILLY & CO	1,776	$1,909	0.3%	$192.90	+395.3%	COMMON STOCK	532457108
GOOG	ALPHABET INC	5,746	$1,803	0.2%	$112.29	+155.0%	COMMON STOCK	02079K107
GOOGL	ALPHABET INC	5,479	$1,715	0.2%	$118.50	+141.0%	COMMON STOCK	02079K305
MU	MICRON TECHNOLOGY INC	2,670	$762	0.1%	$93.22	+146.0%	COMMON STOCK	595112103
IVW	ISHARES	117,429	$14,474	1.9%	$76.62	—	COMMON STOCK	464287309
VNQ	VANGUARD	78,059	$6,907	0.9%	$85.49	—	COMMON STOCK	922908553
HD	HOME DEPOT INC	3,132	$1,078	0.1%	$196.87	+85.2%	COMMON STOCK	437076102
KO	COCA-COLA CO/THE	50,876	$3,557	0.5%	$37.71	+84.0%	COMMON STOCK	191216100
BMY	BRISTOL MYERS SQUIBB CO	18,098	$976	0.1%	$46.48	+2.2%	COMMON STOCK	110122108
APP	APPLOVIN CORP-CLASS A	2,570	$1,732	0.2%	$77.59	+712.1%	COMMON STOCK	03831W108
AMZN	AMAZON.COM INC	10,120	$2,336	0.3%	$128.53	+78.0%	COMMON STOCK	023135106
TRVI	TREVI THERAPEUTICS INC	31,200	$391	0.1%	$1.27	+810.7%	COMMON STOCK	89532M101
VO	VANGUARD	29,279	$8,497	1.1%	$173.59	—	COMMON STOCK	922908629
IBIT	ISHARES BITCOIN TRUST	6,693	$332	0.0%	$53.05	—	COMMON STOCK	46438F101
SPY	STATE STREET SPDR	6,731	$4,590	0.6%	$338.30	—	COMMON STOCK	78462F103
MRK	MERCK & CO INC	4,575	$482	0.1%	$53.37	+74.7%	COMMON STOCK	58933Y105
TFC	TRUIST FINANCIAL CORP	27,000	$1,329	0.2%	$43.55	+5.2%	COMMON STOCK	89832Q109
SO	SOUTHERN CO	11,801	$1,029	0.1%	$39.96	+127.4%	COMMON STOCK	842587107
MS	MORGAN STANLEY GROUP INC	4,500	$799	0.1%	$113.02	+47.3%	COMMON STOCK	617446448
VTV	VANGUARD	16,446	$3,141	0.4%	$119.10	—	COMMON STOCK	922908744
DGX	QUEST DIAGNOSTICS INC	3,824	$664	0.1%	$133.00	+36.9%	COMMON STOCK	74834L100
VB	VANGUARD	18,310	$4,723	0.6%	$185.14	—	COMMON STOCK	922908751
EFA	ISHARES	20,383	$1,957	0.3%	$71.41	—	COMMON STOCK	464287465
IBB	ISHARES	1,908	$322	0.0%	$107.87	—	COMMON STOCK	464287556
DUK	DUKE ENERGY	6,545	$767	0.1%	$69.62	+74.6%	COMMON STOCK	26441C204
TSLA	TESLA INC	7,960	$3,580	0.5%	$178.74	+148.0%	COMMON STOCK	88160R101
VXUS	VANGUARD	20,000	$1,509	0.2%	$55.86	—	COMMON STOCK	921909768
VUG	VANGUARD	4,574	$2,231	0.3%	$152.99	—	COMMON STOCK	922908736
V	VISA INC	4,063	$1,425	0.2%	$183.17	+85.8%	COMMON STOCK	92826C839
WFC	WELLS FARGO & CO	4,000	$373	0.0%	$50.13	+72.8%	COMMON STOCK	949746101
INTC	INTEL CORP	10,788	$398	0.1%	$24.23	+55.9%	COMMON STOCK	458140100
NEE	NEXTERA ENERGY INC	7,374	$592	0.1%	$61.37	+34.4%	COMMON STOCK	65339F101
AEP	AMERICAN ELECTRIC PWR INC	12,432	$1,434	0.2%	$62.27	+89.0%	COMMON STOCK	025537101
ZTS	ZOETIS INC	1,600	$201	0.0%	$164.52	-20.8%	COMMON STOCK	98978V103
ADP	AUTOMATIC DATA PROCESSING	903	$232	0.0%	$107.67	+146.0%	COMMON STOCK	053015103
DIA	SPDR	1,944	$934	0.1%	$247.43	—	COMMON STOCK	78467X109
COF	CAPITAL ONE FINANCIAL CO	1,019	$247	0.0%	$185.05	+20.1%	COMMON STOCK	14040H105
ASML	ASML HOLDINGS N.V.	290	$310	0.0%	$801.39	—	FOREIGN STOCK	N07059210
PJT	PJT PARTNERS INC - A	2,675	$447	0.1%	$75.84	+125.3%	COMMON STOCK	69343T107
PANW	PALO ALTO NETWORKS INC	1,430	$263	0.0%	$136.74	+47.5%	COMMON STOCK	697435105
ABBV	ABBVIE INC	7,418	$1,695	0.2%	$73.00	+211.7%	COMMON STOCK	00287Y109
GEV	GE VERNOVA INC	592	$387	0.1%	$415.97	+46.4%	COMMON STOCK	36828A101
CMCSA	COMCAST CORP	13,179	$394	0.1%	$32.66	-12.6%	COMMON STOCK	20030N101
ALL	ALLSTATE CORP	3,000	$624	0.1%	$93.55	+118.2%	COMMON STOCK	020002101
VBK	VANGUARD	4,291	$1,296	0.2%	$238.47	—	COMMON STOCK	922908595
LHX	L3HARRIS TECHNOLOGIES INC	1,450	$426	0.1%	$205.97	+40.0%	COMMON STOCK	502431109
GE	GE AEROSPACE	2,369	$730	0.1%	$64.64	+365.3%	COMMON STOCK	369604301
CRDF	CARDIFF ONCOLOGY INC	22,411	$63	0.0%	$2.06	+12.9%	COMMON STOCK	14147L108
MMM	3M COMPANY	3,366	$539	0.1%	$136.99	+19.1%	COMMON STOCK	88579Y101
IWF	ISHARES	3,349	$1,585	0.2%	$177.60	—	COMMON STOCK	464287614
IEFA	ISHARES	7,521	$673	0.1%	$72.23	—	COMMON STOCK	46432F842
IVV	ISHARES	996	$682	0.1%	$444.03	—	COMMON STOCK	464287200
FWONK	LIBERTY MEDIA CORP	2,100	$207	0.0%	$104.50	—	COMMON STOCK	531229755
LOW	LOWE'S COS INC	1,027	$248	0.0%	$158.74	+51.1%	COMMON STOCK	548661107
VV	VANGUARD	1,226	$386	0.1%	$122.66	—	COMMON STOCK	922908637
PFF	ISHARES PREFFERED & INCOME S	12,313	$381	0.1%	$35.97	—	ETF-FIXED INCOM	464288687
ED	CONSOLIDATED EDISON INC	6,450	$641	0.1%	$69.91	+41.3%	COMMON STOCK	209115104
MDY	STATE STREET SPDR	1,025	$618	0.1%	$345.43	—	COMMON STOCK	78467Y107
CINF	CINCINNATI FINANCIAL CORP	1,403	$229	0.0%	$142.02	+13.5%	COMMON STOCK	172062101
USMV	ISHARES	6,000	$565	0.1%	$93.66	—	COMMON STOCK	46429B697
IWB	ISHARES	650	$243	0.0%	$339.57	—	COMMON STOCK	464287622
DE	DEERE & COMPANY	599	$279	0.0%	$235.04	+99.0%	COMMON STOCK	244199105
BIV	VANGUARD	22,249	$1,733	0.2%	$83.81	—	ETF-FIXED INCOM	921937819
VBR	VANGUARD	1,000	$212	0.0%	$208.71	—	COMMON STOCK	922908611
BKNG	BOOKING HOLDINGS INC.	65	$348	0.0%	$2643.29	+94.4%	COMMON STOCK	09857L108
DVY	ISHARES	2,399	$339	0.0%	$82.92	—	COMMON STOCK	464287168
GNLX	GENELUX CORP.	12,070	$53	0.0%	$2.64	+104.5%	COMMON STOCK	36870H103
BSV	VANGUARD	11,034	$870	0.1%	$79.12	—	ETF-FIXED INCOM	921937827
IWR	ISHARES	3,537	$341	0.0%	$72.34	—	COMMON STOCK	464287499
MA	MASTERCARD INC	642	$367	0.0%	$221.19	+152.7%	COMMON STOCK	57636Q104
WK	WORKIVA INC	2,639	$228	0.0%	$75.12	+17.9%	COMMON STOCK	98139A105
BRK/B	BERKSHIRE HATHAWAY INC	506	$254	0.0%	$301.95	+64.8%	COMMON STOCK	084670702