# EDGAR Filing Document

**Accession Number:** 0001689144
**File Stem:** 0001689144-25-000005
**Filing Date:** 2025-11
**Character Count:** 37292
**Document Hash:** be4fa0a7e239680dcaea556cb1e90a58
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001689144-25-000005.hdr.sgml**: 20251112

**ACCESSION NUMBER**: 0001689144-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251112

**DATE AS OF CHANGE**: 20251112

**EFFECTIVENESS DATE**: 20251112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Legacy Bridge, LLC
- **CENTRAL INDEX KEY:** 0001689144

**ORGANIZATION NAME:**
- **EIN:** 475256614
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18977
- **FILM NUMBER:** 251470191

**BUSINESS ADDRESS:**
- **STREET 1:** 5810 GRAND AVE.
- **CITY:** WEST DES MOINES
- **STATE:** IA
- **ZIP:** 50266
- **BUSINESS PHONE:** 515-421-4870

**MAIL ADDRESS:**
- **STREET 1:** 5810 GRAND AVE.
- **CITY:** WEST DES MOINES
- **STATE:** IA
- **ZIP:** 50266

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy Bridge LLC<br>**Address:** 5810 GRAND AVE.<br>WEST DES MOINES, IA 50266

**Form 13F File Number:** 028-18977

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Carolyn Zuendel<br>**Title:** Administrative Manager<br>**Phone:** 515-421-4873

**Signature, Place, and Date of Signing:**

Carolyn Zuendel  West Des Moines, IA  09-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 312

**Form 13F Information Table Value Total:** $240315642

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 376774 | 2813 | SH |  | SOLE | Legacy Bridge | 2813 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 927 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 63143 | 179 | SH |  | SOLE | Legacy Bridge | 158 | 0 | 21 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 211622 | 1308 | SH |  | SOLE | Legacy Bridge | 1269 | 0 | 39 |
| AEROVIRONMENT INC | COM | 008073108 |  | 1261765 | 4007 | SH |  | SOLE | Legacy Bridge | 3982 | 0 | 25 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 19125 | 107 | SH |  | SOLE | Legacy Bridge | 100 | 0 | 7 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 554268 | 2280 | SH |  | SOLE | Legacy Bridge | 2280 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2329800 | 9566 | SH |  | SOLE | Legacy Bridge | 9325 | 0 | 241 |
| AMAZON COM INC | COM | 023135106 |  | 3817005 | 17384 | SH |  | SOLE | Legacy Bridge | 17101 | 0 | 283 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 212583 | 640 | SH |  | SOLE | Legacy Bridge | 640 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 3105 | 11 | SH |  | SOLE | Legacy Bridge | 11 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 2599 | 21 | SH |  | SOLE | Legacy Bridge | 21 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2057920 | 8082 | SH |  | SOLE | Legacy Bridge | 8044 | 0 | 38 |
| APPLIED MATLS INC | COM | 038222105 |  | 3481 | 17 | SH |  | SOLE | Legacy Bridge | 17 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 46706 | 65 | SH |  | SOLE | Legacy Bridge | 65 | 0 | 0 |
| ARCH CAP GROUP LTD | ORD | G0450A105 |  | 28399 | 313 | SH |  | SOLE | Legacy Bridge | 313 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 5579819 | 38294 | SH |  | SOLE | Legacy Bridge | 37974 | 0 | 320 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 1951670 | 2016 | SH |  | SOLE | Legacy Bridge | 2016 | 0 | 0 |
| AST SPACEMOBILE INC | COM CL A | 00217D100 |  | 1473 | 30 | SH |  | SOLE | Legacy Bridge | 30 | 0 | 0 |
| ASTERA LABS INC | COM | 04626A103 |  | 201674 | 1030 | SH |  | SOLE | Legacy Bridge | 1030 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 170 | 6 | SH |  | SOLE | Legacy Bridge | 6 | 0 | 0 |
| AVALONBAY CMNTYS INC | COM | 053484101 |  | 28976 | 150 | SH |  | SOLE | Legacy Bridge | 150 | 0 | 0 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 2643786 | 3684 | SH |  | SOLE | Legacy Bridge | 3659 | 0 | 25 |
| BAKER HUGHES COMPANY | CL A | 05722G100 |  | 2680 | 55 | SH |  | SOLE | Legacy Bridge | 55 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 9338 | 181 | SH |  | SOLE | Legacy Bridge | 181 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 1834669 | 16838 | SH |  | SOLE | Legacy Bridge | 16628 | 0 | 210 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3845459 | 7649 | SH |  | SOLE | Legacy Bridge | 7594 | 0 | 55 |
| BIOGEN INC | COM | 09062X103 |  | 123271 | 880 | SH |  | SOLE | Legacy Bridge | 880 | 0 | 0 |
| BLACKROCK INC | COM | 09290D101 |  | 1713829 | 1470 | SH |  | SOLE | Legacy Bridge | 1470 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 433105 | 2535 | SH |  | SOLE | Legacy Bridge | 2535 | 0 | 0 |
| BLOCK H  R INC | COM | 093671105 |  | 771952 | 15265 | SH |  | SOLE | Legacy Bridge | 15265 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 1369066 | 14023 | SH |  | SOLE | Legacy Bridge | 14023 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 9785461 | 29661 | SH |  | SOLE | Legacy Bridge | 29176 | 0 | 485 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 |  | 51759 | 909 | SH |  | SOLE | Legacy Bridge | 909 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 18969 | 54 | SH |  | SOLE | Legacy Bridge | 54 | 0 | 0 |
| CAMBRIA ETF TR | GLOBAL VALUE ETF | 132061409 |  | 245854 | 8411 | SH |  | SOLE | Legacy Bridge | 8411 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 |  | 956675 | 11408 | SH |  | SOLE | Legacy Bridge | 11408 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 349880 | 4697 | SH |  | SOLE | Legacy Bridge | 4697 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 56759 | 267 | SH |  | SOLE | Legacy Bridge | 267 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 28253 | 180 | SH |  | SOLE | Legacy Bridge | 180 | 0 | 0 |
| CARETRUST REIT INC | COM | 14174T107 |  | 899149 | 25927 | SH |  | SOLE | Legacy Bridge | 25682 | 0 | 245 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 256890 | 4303 | SH |  | SOLE | Legacy Bridge | 4280 | 0 | 23 |
| CASEYS GEN STORES INC | COM | 147528103 |  | 96670 | 171 | SH |  | SOLE | Legacy Bridge | 171 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 3436435 | 7202 | SH |  | SOLE | Legacy Bridge | 7132 | 0 | 70 |
| CELESTICA INC | COM | 15101Q207 |  | 4576509 | 18575 | SH |  | SOLE | Legacy Bridge | 18450 | 0 | 125 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 980320 | 17052 | SH |  | SOLE | Legacy Bridge | 16812 | 0 | 240 |
| CENCORA INC | COM | 03073E105 |  | 34379 | 110 | SH |  | SOLE | Legacy Bridge | 110 | 0 | 0 |
| CENTRUS ENERGY CORP | CL A | 15643U104 |  | 3203954 | 10333 | SH |  | SOLE | Legacy Bridge | 10236 | 0 | 97 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1359254 | 8753 | SH |  | SOLE | Legacy Bridge | 8734 | 0 | 19 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 32189 | 150 | SH |  | SOLE | Legacy Bridge | 150 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 534707 | 1979 | SH |  | SOLE | Legacy Bridge | 1961 | 0 | 18 |
| COCA COLA CO | COM | 191216100 |  | 398 | 6 | SH |  | SOLE | Legacy Bridge | 6 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 5117 | 64 | SH |  | SOLE | Legacy Bridge | 64 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 33149 | 1055 | SH |  | SOLE | Legacy Bridge | 1055 | 0 | 0 |
| COMPASS INC | CL A | 20464U100 |  | 3212 | 400 | SH |  | SOLE | Legacy Bridge | 400 | 0 | 0 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 7920 | 400 | SH |  | SOLE | Legacy Bridge | 400 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 482693 | 5103 | SH |  | SOLE | Legacy Bridge | 5068 | 0 | 35 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 233114 | 1731 | SH |  | SOLE | Legacy Bridge | 1716 | 0 | 15 |
| CORTEVA INC | COM | 22052L104 |  | 70741 | 1046 | SH |  | SOLE | Legacy Bridge | 1046 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2464953 | 2663 | SH |  | SOLE | Legacy Bridge | 2531 | 0 | 132 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 137307 | 280 | SH |  | SOLE | Legacy Bridge | 270 | 0 | 10 |
| CROWN CASTLE INC | COM | 22822V101 |  | 3378 | 35 | SH |  | SOLE | Legacy Bridge | 35 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 133818 | 1775 | SH |  | SOLE | Legacy Bridge | 1775 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 1865 | 11 | SH |  | SOLE | Legacy Bridge | 11 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 1029565 | 5193 | SH |  | SOLE | Legacy Bridge | 5193 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 30870 | 1000 | SH |  | SOLE | Legacy Bridge | 1000 | 0 | 0 |
| DATADOG INC | CL A COM | 23804L103 |  | 15949 | 112 | SH |  | SOLE | Legacy Bridge | 112 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 1836814 | 4017 | SH |  | SOLE | Legacy Bridge | 3987 | 0 | 30 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 14177 | 100 | SH |  | SOLE | Legacy Bridge | 100 | 0 | 0 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 89228 | 935 | SH |  | SOLE | Legacy Bridge | 935 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 1613835 | 9335 | SH |  | SOLE | Legacy Bridge | 9265 | 0 | 70 |
| DISNEY WALT CO | COM | 254687106 |  | 458 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 14987 | 245 | SH |  | SOLE | Legacy Bridge | 245 | 0 | 0 |
| DOW INC | COM | 260557103 |  | 16304 | 711 | SH |  | SOLE | Legacy Bridge | 711 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 29920 | 800 | SH |  | SOLE | Legacy Bridge | 800 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 3565106 | 9526 | SH |  | SOLE | Legacy Bridge | 9506 | 0 | 20 |
| ECOLAB INC | COM | 278865100 |  | 102698 | 375 | SH |  | SOLE | Legacy Bridge | 375 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 12102 | 60 | SH |  | SOLE | Legacy Bridge | 60 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 2815470 | 3690 | SH |  | SOLE | Legacy Bridge | 3651 | 0 | 39 |
| EMERSON ELEC CO | COM | 291011104 |  | 49849 | 380 | SH |  | SOLE | Legacy Bridge | 380 | 0 | 0 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 |  | 7973 | 700 | SH |  | SOLE | Legacy Bridge | 700 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 7893 | 145 | SH |  | SOLE | Legacy Bridge | 120 | 0 | 25 |
| EQUINIX INC | COM | 29444U700 |  | 1346390 | 1719 | SH |  | SOLE | Legacy Bridge | 1709 | 0 | 10 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 28611 | 442 | SH |  | SOLE | Legacy Bridge | 442 | 0 | 0 |
| ESCO TECHNOLOGIES INC | COM | 296315104 |  | 1083206 | 5131 | SH |  | SOLE | Legacy Bridge | 5061 | 0 | 70 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 298787 | 8117 | SH |  | SOLE | Legacy Bridge | 8105 | 0 | 12 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1537008 | 13632 | SH |  | SOLE | Legacy Bridge | 13563 | 0 | 69 |
| FEDEX CORP | COM | 31428X106 |  | 23581 | 100 | SH |  | SOLE | Legacy Bridge | 100 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI MATLS INDEX | 316092881 |  | 2622 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 1200267 | 26942 | SH |  | SOLE | Legacy Bridge | 26537 | 0 | 405 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 |  | 51748 | 1182 | SH |  | SOLE | Legacy Bridge | 1182 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 1157461 | 29512 | SH |  | SOLE | Legacy Bridge | 29317 | 0 | 195 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1204 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 1141520 | 15200 | SH |  | SOLE | Legacy Bridge | 15105 | 0 | 95 |
| GE VERNOVA INC | COM | 36828A101 |  | 7057823 | 11478 | SH |  | SOLE | Legacy Bridge | 11392 | 0 | 86 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 36301 | 883 | SH |  | SOLE | Legacy Bridge | 883 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 874393 | 1098 | SH |  | SOLE | Legacy Bridge | 1098 | 0 | 0 |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 |  | 784 | 20 | SH |  | SOLE | Legacy Bridge | 20 | 0 | 0 |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | 389638107 |  | 6854 | 200 | SH |  | SOLE | Legacy Bridge | 200 | 0 | 0 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 1629065 | 66330 | SH |  | SOLE | Legacy Bridge | 65980 | 0 | 350 |
| HOME DEPOT INC | COM | 437076102 |  | 2205044 | 5442 | SH |  | SOLE | Legacy Bridge | 5422 | 0 | 20 |
| HONEYWELL INTL INC | COM | 438516106 |  | 421 | 2 | SH |  | SOLE | Legacy Bridge | 2 | 0 | 0 |
| INNVENTURE INC | COM | 45784M108 |  | 43362 | 7489 | SH |  | SOLE | Legacy Bridge | 7489 | 0 | 0 |
| INSIGHT ENTERPRISES INC | COM | 45765U103 |  | 1181166 | 10415 | SH |  | SOLE | Legacy Bridge | 9740 | 0 | 675 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 79186 | 470 | SH |  | SOLE | Legacy Bridge | 470 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 483501 | 708 | SH |  | SOLE | Legacy Bridge | 708 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1804126 | 4034 | SH |  | SOLE | Legacy Bridge | 4010 | 0 | 24 |
| INVESCO CURRENCYSHARES EURO | EURO SHS | 46138K103 |  | 48767 | 450 | SH |  | SOLE | Legacy Bridge | 450 | 0 | 0 |
| INVESCO DB US DLR INDEX TR | BEARISH FD | 46141D104 |  | 79985 | 4250 | SH |  | SOLE | Legacy Bridge | 4250 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | MSCI GBL TIMBR | 46138E545 |  | 15930 | 539 | SH |  | SOLE | Legacy Bridge | 539 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S GBL WATER | 46138E263 |  | 32120 | 500 | SH |  | SOLE | Legacy Bridge | 500 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 65555 | 1450 | SH |  | SOLE | Legacy Bridge | 1450 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL HLT | 46137V332 |  | 153122 | 5210 | SH |  | SOLE | Legacy Bridge | 5210 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | WATER RES ETF | 46137V142 |  | 51199 | 710 | SH |  | SOLE | Legacy Bridge | 710 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 142305 | 237 | SH |  | SOLE | Legacy Bridge | 209 | 0 | 28 |
| IONQ INC | COM | 46222L108 |  | 710018 | 11545 | SH |  | SOLE | Legacy Bridge | 11505 | 0 | 40 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 151289 | 2079 | SH |  | SOLE | Legacy Bridge | 2079 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1518359 | 23033 | SH |  | SOLE | Legacy Bridge | 21712 | 0 | 1321 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 |  | 9106 | 147 | SH |  | SOLE | Legacy Bridge | 15 | 0 | 132 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 |  | 56147 | 700 | SH |  | SOLE | Legacy Bridge | 700 | 0 | 0 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 106461 | 1030 | SH |  | SOLE | Legacy Bridge | 1030 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 14992 | 187 | SH |  | SOLE |  | 0 | 0 | 187 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 202817 | 2456 | SH |  | SOLE | Legacy Bridge | 2456 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 669764 | 10263 | SH |  | SOLE | Legacy Bridge | 10052 | 0 | 211 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 222331 | 1871 | SH |  | SOLE | Legacy Bridge | 1871 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 334650 | 500 | SH |  | SOLE | Legacy Bridge | 500 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2507 | 25 | SH |  | SOLE | Legacy Bridge | 20 | 0 | 5 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 16383 | 279 | SH |  | SOLE | Legacy Bridge | 266 | 0 | 13 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 27132 | 400 | SH |  | SOLE | Legacy Bridge | 400 | 0 | 0 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 461 | 4 | SH |  | SOLE |  | 0 | 0 | 4 |
| ISHARES TR | GLB INFRASTR ETF | 464288372 |  | 19376 | 317 | SH |  | SOLE | Legacy Bridge | 317 | 0 | 0 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 48488 | 1900 | SH |  | SOLE | Legacy Bridge | 1900 | 0 | 0 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 41208 | 1693 | SH |  | SOLE | Legacy Bridge | 1632 | 0 | 61 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 38079 | 1567 | SH |  | SOLE | Legacy Bridge | 1486 | 0 | 81 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 73203 | 2906 | SH |  | SOLE | Legacy Bridge | 2906 | 0 | 0 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 444499 | 8382 | SH |  | SOLE | Legacy Bridge | 7457 | 0 | 925 |
| ISHARES TR | LATN AMER 40 ETF | 464287390 |  | 37500 | 1298 | SH |  | SOLE | Legacy Bridge | 1298 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1459724 | 15634 | SH |  | SOLE | Legacy Bridge | 15154 | 0 | 480 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 5340 | 100 | SH |  | SOLE | Legacy Bridge | 100 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 770957 | 14809 | SH |  | SOLE | Legacy Bridge | 14715 | 0 | 94 |
| ISHARES TR | MSCI UK ETF NEW | 46435G334 |  | 167880 | 4000 | SH |  | SOLE | Legacy Bridge | 4000 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 351308 | 750 | SH |  | SOLE | Legacy Bridge | 750 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 5090 | 25 | SH |  | SOLE | Legacy Bridge | 25 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 2314564 | 7232 | SH |  | SOLE | Legacy Bridge | 7146 | 0 | 86 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 1667319 | 9430 | SH |  | SOLE | Legacy Bridge | 9310 | 0 | 120 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 898465 | 6309 | SH |  | SOLE | Legacy Bridge | 6309 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 1505783 | 10781 | SH |  | SOLE | Legacy Bridge | 10781 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1814561 | 18794 | SH |  | SOLE | Legacy Bridge | 18694 | 0 | 100 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2172559 | 8979 | SH |  | SOLE | Legacy Bridge | 8849 | 0 | 130 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 519700 | 4305 | SH |  | SOLE | Legacy Bridge | 4305 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 150546 | 729 | SH |  | SOLE | Legacy Bridge | 729 | 0 | 0 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 182575 | 1904 | SH |  | SOLE | Legacy Bridge | 1900 | 0 | 4 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 153719 | 1185 | SH |  | SOLE | Legacy Bridge | 1185 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 33394 | 236 | SH |  | SOLE | Legacy Bridge | 236 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 49735 | 350 | SH |  | SOLE | Legacy Bridge | 350 | 0 | 0 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 3115 | 28 | SH |  | SOLE | Legacy Bridge | 28 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 793539 | 13897 | SH |  | SOLE | Legacy Bridge | 13897 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 863 | 15 | SH |  | SOLE |  | 0 | 0 | 15 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 1168759 | 7799 | SH |  | SOLE | Legacy Bridge | 7724 | 0 | 75 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 |  | 28197 | 431 | SH |  | SOLE | Legacy Bridge | 431 | 0 | 0 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 2555458 | 23242 | SH |  | SOLE | Legacy Bridge | 23102 | 0 | 140 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2883977 | 9143 | SH |  | SOLE | Legacy Bridge | 8680 | 0 | 463 |
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 499049104 |  | 85540 | 2165 | SH |  | SOLE | Legacy Bridge | 2165 | 0 | 0 |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 |  | 2101 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 27099 | 215 | SH |  | SOLE | Legacy Bridge | 215 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 475 | 1 | SH |  | SOLE | Legacy Bridge | 1 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 310509 | 622 | SH |  | SOLE | Legacy Bridge | 607 | 0 | 15 |
| LOWES COS INC | COM | 548661107 |  | 2005454 | 7980 | SH |  | SOLE | Legacy Bridge | 7660 | 0 | 320 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 76629 | 2460 | SH |  | SOLE | Legacy Bridge | 2460 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 89625 | 465 | SH |  | SOLE | Legacy Bridge | 465 | 0 | 0 |
| MARKEL GROUP INC | COM | 570535104 |  | 13380 | 7 | SH |  | SOLE | Legacy Bridge | 7 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 15133 | 180 | SH |  | SOLE | Legacy Bridge | 180 | 0 | 0 |
| MASCO CORP | COM | 574599106 |  | 45754 | 650 | SH |  | SOLE | Legacy Bridge | 650 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 310002 | 545 | SH |  | SOLE | Legacy Bridge | 545 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 553384 | 1821 | SH |  | SOLE | Legacy Bridge | 1821 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 58424 | 25 | SH |  | SOLE | Legacy Bridge | 25 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1405604 | 1914 | SH |  | SOLE | Legacy Bridge | 1894 | 0 | 20 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 137538 | 822 | SH |  | SOLE | Legacy Bridge | 822 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 4264283 | 8233 | SH |  | SOLE | Legacy Bridge | 8050 | 0 | 183 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 742332 | 11883 | SH |  | SOLE | Legacy Bridge | 11883 | 0 | 0 |
| MONGODB INC | CL A | 60937P106 |  | 14588 | 47 | SH |  | SOLE | Legacy Bridge | 47 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 11912 | 25 | SH |  | SOLE | Legacy Bridge | 25 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 1417606 | 8918 | SH |  | SOLE | Legacy Bridge | 8918 | 0 | 0 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 46949 | 700 | SH |  | SOLE | Legacy Bridge | 670 | 0 | 30 |
| NASDAQ INC | COM | 631103108 |  | 1599176 | 18080 | SH |  | SOLE | Legacy Bridge | 17930 | 0 | 150 |
| NATIONAL FUEL GAS CO | COM | 636180101 |  | 1643725 | 17795 | SH |  | SOLE | Legacy Bridge | 17605 | 0 | 190 |
| NAVITAS SEMICONDUCTOR CORP | COM | 63942X106 |  | 117686 | 16300 | SH |  | SOLE | Legacy Bridge | 16300 | 0 | 0 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 1960235 | 17460 | SH |  | SOLE | Legacy Bridge | 17265 | 0 | 195 |
| NETFLIX INC | COM | 64110L106 |  | 321311 | 268 | SH |  | SOLE | Legacy Bridge | 256 | 0 | 12 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 915317 | 12125 | SH |  | SOLE | Legacy Bridge | 12000 | 0 | 125 |
| NEXTRACKER INC | CLASS A COM | 65290E101 |  | 981848 | 13270 | SH |  | SOLE | Legacy Bridge | 13165 | 0 | 105 |
| NORTHERN TR CORP | COM | 665859104 |  | 363420 | 2700 | SH |  | SOLE | Legacy Bridge | 2700 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 37447 | 292 | SH |  | SOLE | Legacy Bridge | 292 | 0 | 0 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 |  | 1099167 | 68655 | SH |  | SOLE | Legacy Bridge | 68245 | 0 | 410 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 11501165 | 61642 | SH |  | SOLE | Legacy Bridge | 60710 | 0 | 932 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 1603447 | 7041 | SH |  | SOLE | Legacy Bridge | 7001 | 0 | 40 |
| OKLO INC | COM CL A | 02156V109 |  | 4246629 | 38042 | SH |  | SOLE | Legacy Bridge | 37777 | 0 | 265 |
| ON HLDG AG | NAMEN AKT A | H5919C104 |  | 937841 | 22145 | SH |  | SOLE | Legacy Bridge | 21860 | 0 | 285 |
| ORACLE CORP | COM | 68389X105 |  | 148495 | 528 | SH |  | SOLE | Legacy Bridge | 523 | 0 | 5 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 32343 | 300 | SH |  | SOLE | Legacy Bridge | 300 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 10694738 | 58627 | SH |  | SOLE | Legacy Bridge | 56340 | 0 | 2287 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 2292558 | 11259 | SH |  | SOLE | Legacy Bridge | 11259 | 0 | 0 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 2404094 | 3171 | SH |  | SOLE | Legacy Bridge | 3148 | 0 | 23 |
| PEPSICO INC | COM | 713448108 |  | 1264 | 9 | SH |  | SOLE | Legacy Bridge | 9 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 762056 | 29908 | SH |  | SOLE | Legacy Bridge | 29673 | 0 | 235 |
| POST HLDGS INC | COM | 737446104 |  | 6234 | 58 | SH |  | SOLE | Legacy Bridge | 58 | 0 | 0 |
| PPG INDS INC | COM | 693506107 |  | 49297 | 469 | SH |  | SOLE | Legacy Bridge | 469 | 0 | 0 |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 74255Y888 |  | 2475664 | 129345 | SH |  | SOLE | Legacy Bridge | 128345 | 0 | 1000 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 |  | 47259 | 570 | SH |  | SOLE | Legacy Bridge | 570 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 676214 | 4401 | SH |  | SOLE | Legacy Bridge | 4401 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 27412 | 111 | SH |  | SOLE | Legacy Bridge | 111 | 0 | 0 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 148867 | 1435 | SH |  | SOLE | Legacy Bridge | 1435 | 0 | 0 |
| PUBLIC STORAGE OPER CO | COM | 74460D109 |  | 2311 | 8 | SH |  | SOLE | Legacy Bridge | 8 | 0 | 0 |
| PURE STORAGE INC | CL A | 74624M102 |  | 18858 | 225 | SH |  | SOLE | Legacy Bridge | 225 | 0 | 0 |
| QORVO INC | COM | 74736K101 |  | 231981 | 2547 | SH |  | SOLE | Legacy Bridge | 2507 | 0 | 40 |
| QUALCOMM INC | COM | 747525103 |  | 1620347 | 9740 | SH |  | SOLE | Legacy Bridge | 9695 | 0 | 45 |
| QUANTA SVCS INC | COM | 74762E102 |  | 1449642 | 3498 | SH |  | SOLE | Legacy Bridge | 3463 | 0 | 35 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 770997 | 11680 | SH |  | SOLE | Legacy Bridge | 11680 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 43670 | 305 | SH |  | SOLE | Legacy Bridge | 305 | 0 | 0 |
| ROCKET COS INC | COM CL A | 77311W101 |  | 5330 | 275 | SH |  | SOLE | Legacy Bridge | 275 | 0 | 0 |
| ROCKET LAB CORP | COM | 773121108 |  | 1677 | 35 | SH |  | SOLE | Legacy Bridge | 35 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 1339 | 8 | SH |  | SOLE | Legacy Bridge | 8 | 0 | 0 |
| RUBRIK INC. | CL A | 781154109 |  | 13160 | 160 | SH |  | SOLE | Legacy Bridge | 160 | 0 | 0 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 4297 | 125 | SH |  | SOLE | Legacy Bridge | 125 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 191 | 2 | SH |  | SOLE | Legacy Bridge | 2 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 14683 | 440 | SH |  | SOLE | Legacy Bridge | 440 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 683874 | 29376 | SH |  | SOLE | Legacy Bridge | 29376 | 0 | 0 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 112240 | 4600 | SH |  | SOLE | Legacy Bridge | 4600 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 35910 | 1530 | SH |  | SOLE | Legacy Bridge | 1530 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 8190 | 300 | SH |  | SOLE | Legacy Bridge | 300 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 139256 | 4364 | SH |  | SOLE |  | 0 | 0 | 4364 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 184587 | 6341 | SH |  | SOLE |  | 0 | 0 | 6341 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 222033 | 8429 | SH |  | SOLE | Legacy Bridge | 8254 | 0 | 175 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 1418165 | 47846 | SH |  | SOLE | Legacy Bridge | 46121 | 0 | 1725 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 640584 | 22960 | SH |  | SOLE | Legacy Bridge | 22160 | 0 | 800 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 4380 | 37 | SH |  | SOLE | Legacy Bridge | 37 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 79997 | 1485 | SH |  | SOLE | Legacy Bridge | 1485 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 38558 | 250 | SH |  | SOLE | Legacy Bridge | 250 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 18371 | 132 | SH |  | SOLE | Legacy Bridge | 132 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 22854 | 255 | SH |  | SOLE | Legacy Bridge | 255 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 1016910 | 1105 | SH |  | SOLE | Legacy Bridge | 1095 | 0 | 10 |
| SHAKE SHACK INC | CL A | 819047101 |  | 2809 | 30 | SH |  | SOLE | Legacy Bridge | 30 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 42918 | 600 | SH |  | SOLE | Legacy Bridge | 600 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 14564 | 98 | SH |  | SOLE | Legacy Bridge | 98 | 0 | 0 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 1108128 | 4913 | SH |  | SOLE | Legacy Bridge | 4860 | 0 | 53 |
| SOUTHERN CO | COM | 842587107 |  | 198544 | 2095 | SH |  | SOLE | Legacy Bridge | 2095 | 0 | 0 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 2428 | 20 | SH |  | SOLE | Legacy Bridge | 20 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 281773 | 6585 | SH |  | SOLE |  | 0 | 0 | 6585 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 63241 | 1351 | SH |  | SOLE |  | 0 | 0 | 1351 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 496524 | 745 | SH |  | SOLE | Legacy Bridge | 735 | 0 | 10 |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | 78468R622 |  | 2548 | 26 | SH |  | SOLE | Legacy Bridge | 26 | 0 | 0 |
| SPDR SERIES TRUST | S BIOTECH | 78464A870 |  | 1047491 | 10454 | SH |  | SOLE | Legacy Bridge | 10344 | 0 | 110 |
| STARBUCKS CORP | COM | 855244109 |  | 24957 | 295 | SH |  | SOLE | Legacy Bridge | 295 | 0 | 0 |
| STERLING INFRASTRUCTURE INC | COM | 859241101 |  | 6202897 | 18261 | SH |  | SOLE | Legacy Bridge | 17451 | 0 | 810 |
| STRYKER CORPORATION | COM | 863667101 |  | 1044688 | 2826 | SH |  | SOLE | Legacy Bridge | 2826 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 |  | 50131 | 1199 | SH |  | SOLE | Legacy Bridge | 1199 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 24291 | 295 | SH |  | SOLE | Legacy Bridge | 295 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 3080569 | 11030 | SH |  | SOLE | Legacy Bridge | 10963 | 0 | 67 |
| TEMPUS AI INC | CL A | 88023B103 |  | 986680 | 12225 | SH |  | SOLE | Legacy Bridge | 12090 | 0 | 135 |
| TESLA INC | COM | 88160R101 |  | 43138 | 97 | SH |  | SOLE | Legacy Bridge | 85 | 0 | 12 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 |  | 15872 | 17 | SH |  | SOLE | Legacy Bridge | 17 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1043764 | 2152 | SH |  | SOLE | Legacy Bridge | 2140 | 0 | 12 |
| TJX COS INC NEW | COM | 872540109 |  | 783841 | 5423 | SH |  | SOLE | Legacy Bridge | 4973 | 0 | 450 |
| T-MOBILE US INC | COM | 872590104 |  | 1570333 | 6560 | SH |  | SOLE | Legacy Bridge | 6560 | 0 | 0 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 65600 | 1099 | SH |  | SOLE | Legacy Bridge | 1099 | 0 | 0 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 687542 | 3598 | SH |  | SOLE | Legacy Bridge | 3560 | 0 | 38 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 1867611 | 32840 | SH |  | SOLE | Legacy Bridge | 32640 | 0 | 200 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 1176 | 12 | SH |  | SOLE | Legacy Bridge | 12 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 144889 | 265 | SH |  | SOLE | Legacy Bridge | 265 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 743384 | 3145 | SH |  | SOLE | Legacy Bridge | 3145 | 0 | 0 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 107253 | 1284 | SH |  | SOLE | Legacy Bridge | 1284 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 5871 | 17 | SH |  | SOLE | Legacy Bridge | 17 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 1602488 | 9412 | SH |  | SOLE | Legacy Bridge | 9412 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 150999 | 757 | SH |  | SOLE | Legacy Bridge | 757 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 3905 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 3946 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 20934 | 100 | SH |  | SOLE | Legacy Bridge | 100 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 167384 | 349 | SH |  | SOLE |  | 0 | 0 | 349 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 192727 | 656 | SH |  | SOLE | Legacy Bridge | 656 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 336067 | 1925 | SH |  | SOLE | Legacy Bridge | 1925 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 285516 | 972 | SH |  | SOLE | Legacy Bridge | 972 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 22292 | 244 | SH |  | SOLE | Legacy Bridge | 236 | 0 | 8 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 774049 | 1264 | SH |  | SOLE | Legacy Bridge | 1197 | 0 | 67 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 276750 | 1326 | SH |  | SOLE | Legacy Bridge | 1098 | 0 | 228 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 149406 | 502 | SH |  | SOLE | Legacy Bridge | 350 | 0 | 152 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 196902 | 600 | SH |  | SOLE | Legacy Bridge | 600 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 100892 | 541 | SH |  | SOLE | Legacy Bridge | 31 | 0 | 510 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 110767 | 1552 | SH |  | SOLE | Legacy Bridge | 1552 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1027416 | 18963 | SH |  | SOLE | Legacy Bridge | 18668 | 0 | 295 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 6464 | 81 | SH |  | SOLE | Legacy Bridge | 81 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 19957 | 140 | SH |  | SOLE | Legacy Bridge | 140 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 131031 | 2588 | SH |  | SOLE | Legacy Bridge | 2588 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 188839 | 2113 | SH |  | SOLE | Legacy Bridge | 2113 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 738737 | 7552 | SH |  | SOLE | Legacy Bridge | 7440 | 0 | 112 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 1862839 | 25359 | SH |  | SOLE | Legacy Bridge | 24519 | 0 | 840 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 2025956 | 33811 | SH |  | SOLE | Legacy Bridge | 33115 | 0 | 696 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 14896 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 2877353 | 19073 | SH |  | SOLE | Legacy Bridge | 18338 | 0 | 735 |
| VISA INC | COM CL A | 92826C839 |  | 1366 | 4 | SH |  | SOLE | Legacy Bridge | 4 | 0 | 0 |
| VISTRA CORP | COM | 92840M102 |  | 1506625 | 7690 | SH |  | SOLE | Legacy Bridge | 7590 | 0 | 100 |
| VULCAN MATLS CO | COM | 929160109 |  | 10767 | 35 | SH |  | SOLE | Legacy Bridge | 35 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 3706347 | 35963 | SH |  | SOLE | Legacy Bridge | 34363 | 0 | 1600 |
| WATSCO INC | COM | 942622200 |  | 16172 | 40 | SH |  | SOLE | Legacy Bridge | 40 | 0 | 0 |
| WEDBUSH SER TR | DAN IVES WEDBUSH | 947913109 |  | 1606 | 50 | SH |  | SOLE | Legacy Bridge | 50 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 522115 | 6229 | SH |  | SOLE | Legacy Bridge | 6229 | 0 | 0 |
| WEST BANCORPORATION INC | CAP STK | 95123P106 |  | 5169429 | 254401 | SH |  | SOLE | Legacy Bridge | 254401 | 0 | 0 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 1973264 | 10096 | SH |  | SOLE | Legacy Bridge | 10096 | 0 | 0 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 73584 | 1600 | SH |  | SOLE | Legacy Bridge | 1600 | 0 | 0 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 |  | 85650 | 1500 | SH |  | SOLE | Legacy Bridge | 1500 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 585456 | 2432 | SH |  | SOLE | Legacy Bridge | 2416 | 0 | 16 |
| WORKIVA INC | COM CL A | 98139A105 |  | 573638 | 6664 | SH |  | SOLE | Legacy Bridge | 6664 | 0 | 0 |
| XPO INC | COM | 983793100 |  | 11635 | 90 | SH |  | SOLE | Legacy Bridge | 90 | 0 | 0 |

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