VANGUARD BALANCED INDEX-ADM

Ticker: VBIAX CUSIP: 921931200 Class: Mutual Funds

Oakworth Capital, Inc.'s Holding History (CIK: 0001588871)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 84,834 Value ($000) $4,395 Avg Close — Range —
Q3 2025
Shares 362,443 Value ($000) $19,010 Avg Close — Range —