| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 57.36% | 55.2% | $224.0M | 326,076 | $204.1M | 341,641 | -15,565-4.56% | Reduce | |
| VVANGUARD STAR FDSVXUS | 42% | 43.9% | $164.0M | 1.9M | $162.3M | 2.1M | -187,246-8.89% | Reduce | |
| OOFFERPAD SOLUTIONS INC COM CL AOPAD | 0.65% | 0.91% | $2.5M | 511,931 | $3.4M | 5.1M | -4.6M-90.00% | Reduce |
