Company: BOKF
Filing Date: 2025-06-16
Form Type: 11-K
Source: 0000875357-25-000036
Chunk: 10

Company: BOK FINANCIAL CORP
Filing Date: 2025-06-16
Form: 11-K
Chunk 10
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:------------------|------------:|:----|:--------|----------:|:----|:--------|:--|:----|:------|--------------:|
|                                              |     | Level 1           |             |     | Level 2 |           |     | Level 3 |   |     | Total |               |
| BOKF common stock                            |     | $                 |  47,269,361 |     | $       |         — |     | $       | — |     | $     |    47,269,361 |
| Registered investment companies              |     |                   | 632,688,612 |     |         |         — |     |         | — |     |       |   632,688,612 |
| Self-directed brokerage accounts             |     |                   |  63,983,481 |     |         | 1,263,052 |     |         | — |     |       |    65,246,533 |
| Collective investment funds measured at NAV* |     |                   |           — |     |         |         — |     |         | — |     |       |   284,546,714 |
| Total                                        |     | $                 | 743,941,454 |     | $       | 1,263,052 |     | $       | — |     | $     | 1,029,751,220 |

* In accordance with Subtopic 820-10, certain investments that were measured at NAV per share (or its equivalent) have not been classified in the fair value hierarchy. The fair value amounts presented in this table are intended to permit reconciliation of the fair value hierarchy to the line items presented in the statements of net assets available for benefits.

#### Note 4 – Income Tax Status
The Company adopted a preapproved defined contribution plan (the Preapproved Plan) sponsored by BOKF, NA. The IRS has determined and informed the Preapproved Plan sponsor by a favorable opinion letter dated June 30, 2020, stating that the Preapproved Plan is designed in accordance with the applicable sections of the Code.

Once qualified, the Plan is required to operate in conformity with the Code to maintain its qualification. The Plan Administrator believes the Plan is being operated in compliance with the applicable requirements of the Code and, therefore, believes that the Plan, as amended, is qualified and the related trust is tax-exempt. The Plan is subject to routine audits by taxing jurisdictions; however