| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 87.43% | 86.18% | $368.6M | 536,683 | $328.2M | 549,183 | -12,500-2.28% | Reduce | |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT | 12.57% | 13.82% | $53.0M | 704,500 | $52.6M | 704,500 | 00.00% | Unchanged |
