| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
 BERKSHIRE HATHAWAY INC CL ABRK.A | 56.32% | 56.32% | $2.9M | 4 | $2.9M | 4 | 00.00% | Unchanged | |
| IISHARES LOW CARBON OPTIMIZED MSCI ACWI ETFCRBN | 43.68% | 43.68% | $2.2M | 10,000 | $2.2M | 10,000 | 00.00% | Unchanged |
