| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2025 Value | Q4 2025 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| IISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETFGVI | 53.42% | — | $70.0M | 652,458 | $0 | 0 | +652,458 | New Buy | |
| VVANGUARD RUSSELL 3000 ETFVTHR | 35.22% | — | $46.2M | 153,749 | $0 | 0 | +153,749 | New Buy | |
| VVANGUARD INTL EQUITY INDEX FVEU | 11.37% | — | $14.9M | 202,601 | $0 | 0 | +202,601 | New Buy |