| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 63.91% | 61.19% | $140.1M | 203,965 | $135.0M | 225,914 | -21,949-9.72% | Reduce | |
BLACK STONE MINERALS L PBSM | 36.09% | 38.81% | $79.1M | 5.7M | $85.6M | 5.7M | 00.00% | Unchanged |