| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 98.87% | 99.1% | $240.9M | 350,822 | $209.6M | 350,822 | 00.00% | Unchanged | |
| SSELECT SECTOR SPDR TRXLK | 1.13% | 0.9% | $2.7M | 14,390 | $1.9M | 14,390 | 00.00% | Unchanged |
