| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 61.97% | 75.52% | $34.2M | 49,829 | $29.7M | 49,675 | +154+0.31% | Add | |
| VVANGUARD SPECIALIZED FUNDSVIG | 38.03% | 24.48% | $21.0M | 88,754 | $9.6M | 44,730 | +44,024+98.42% | Add |
