Prosperity Planning, Inc. Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ISTB	ISHARES TR	855,558	$41,623	12.0%	$49.82	—	CORE 1 5 YR USD	46432F859
EFA	ISHARES TR	246,722	$22,054	6.4%	$72.73	—	MSCI EAFE ETF	464287465
VUG	VANGUARD INDEX FDS	46,784	$20,510	5.9%	$263.06	—	GROWTH ETF	922908736
DFAX	DIMENSIONAL ETF TRUST	562,068	$16,508	4.8%	$25.52	—	WORLD EX US CORE	25434V880
VTIP	VANGUARD MALVERN FDS	297,865	$14,974	4.3%	$50.00	—	STRM INFPROIDX	922020805
AVDV	AMERICAN CENTY ETF TR	182,237	$14,448	4.2%	$59.25	—	INTL SMCP VLU	025072802
IGSB	ISHARES TR	239,318	$12,626	3.6%	$52.84	—	ISHS 1-5YR INVS	464288646
IVE	ISHARES TR	58,585	$11,449	3.3%	$140.28	—	S&P 500 VAL ETF	464287408
GNMA	ISHARES TR	251,260	$11,043	3.2%	$46.52	—	GNMA BOND ETF	46429B333
AVEM	AMERICAN CENTY ETF TR	137,850	$9,448	2.7%	$57.40	—	AVANTIS EMGMKT	025072604
VOT	VANGUARD INDEX FDS	32,345	$9,199	2.7%	$206.91	—	MCAP GR IDXVIP	922908538
VBR	VANGUARD INDEX FDS	45,793	$8,930	2.6%	$154.64	—	SM CP VAL ETF	922908611
VOE	VANGUARD INDEX FDS	51,701	$8,503	2.5%	$128.08	—	MCAP VL IDXVIP	922908512
AVLC	AMERICAN CENTY ETF TR	111,024	$7,887	2.3%	$66.27	—	AVANTIS US LARG	025072158
AVMV	AMERICAN CENTY ETF TR	109,373	$7,151	2.1%	$63.21	—	AVANTIS US MID C	025072133
CBRE	CBRE GROUP INC	43,562	$6,104	1.8%	$84.26	+50.1%	CL A	12504L109
AVUV	AMERICAN CENTY ETF TR	66,026	$6,015	1.7%	$81.76	—	US SML CP VALU	025072877
BSV	VANGUARD BD INDEX FDS	68,129	$5,362	1.5%	$76.36	—	SHORT TRM BOND	921937827
VBK	VANGUARD INDEX FDS	18,841	$5,218	1.5%	$246.79	—	SML CP GRW ETF	922908595
IVLU	ISHARES TR	146,455	$4,817	1.4%	$23.31	—	MSCI INTL VLU FT	46435G409
AVUS	AMERICAN CENTY ETF TR	45,461	$4,583	1.3%	$75.79	—	US EQT ETF	025072885
AVLV	AMERICAN CENTY ETF TR	66,926	$4,565	1.3%	$65.76	—	US LARGE CAP VLU	025072349
VTV	VANGUARD INDEX FDS	22,057	$3,898	1.1%	$124.62	—	VALUE ETF	922908744
USRT	ISHARES TR	67,538	$3,820	1.1%	$50.22	—	CRE U S REIT ETF	464288521
SUB	ISHARES TR	32,044	$3,408	1.0%	$107.47	—	SHRT NAT MUN ETF	464288158
DFAC	DIMENSIONAL ETF TRUST	92,836	$3,327	1.0%	$26.45	—	US CORE EQUITY 2	25434V708
AVIV	AMERICAN CENTY ETF TR	51,656	$3,215	0.9%	$55.17	—	INTERNATIONAL LR	025072364
IWN	ISHARES TR	19,815	$3,126	0.9%	$131.83	—	RUS 2000 VAL ETF	464287630
AGG	ISHARES TR	29,121	$2,889	0.8%	$108.87	—	CORE US AGGBD ET	464287226
IJJ	ISHARES TR	23,319	$2,882	0.8%	$87.21	—	S&P MC 400VL ETF	464287705
IVW	ISHARES TR	25,654	$2,825	0.8%	$63.54	—	S&P 500 GRWT ETF	464287309
SPY	SPDR S&P 500 ETF TR	4,532	$2,800	0.8%	$373.84	—	TR UNIT	78462F103
SCZ	ISHARES TR	33,402	$2,428	0.7%	$67.50	—	EAFE SML CP ETF	464288273
MUB	ISHARES TR	22,978	$2,401	0.7%	$115.01	—	NATIONAL MUN ETF	464288414
BND	VANGUARD BD INDEX FDS	31,580	$2,325	0.7%	$76.64	—	TOTAL BND MRKT	921937835
AAPL	APPLE INC	10,349	$2,123	0.6%	$125.09	+61.0%	COM	037833100
VNQI	VANGUARD INTL EQUITY INDEX F	42,919	$1,981	0.6%	$46.67	—	GLB EX US ETF	922042676
IAGG	ISHARES TR	38,381	$1,961	0.6%	$50.74	—	CORE INTL AGGR	46435G672
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,996	$1,941	0.6%	$222.07	+128.7%	CL B NEW	084670702
AVDE	AMERICAN CENTY ETF TR	24,337	$1,801	0.5%	$61.27	—	INTL EQT ETF	025072703
ITOT	ISHARES TR	13,048	$1,762	0.5%	$86.22	—	CORE S&P TTL STK	464287150
IWD	ISHARES TR	8,914	$1,731	0.5%	$136.75	—	RUS 1000 VAL ETF	464287598
DISV	DIMENSIONAL ETF TRUST	49,543	$1,630	0.5%	$19.01	—	INTL SMALL CAP V	25434V781
STIP	ISHARES TR	15,784	$1,624	0.5%	$98.32	—	0-5 YR TIPS ETF	46429B747
EEM	ISHARES TR	30,083	$1,451	0.4%	$50.93	—	MSCI EMG MKT ETF	464287234
O	REALTY INCOME CORP	24,266	$1,398	0.4%	$53.44	+1.9%	COM	756109104
VEA	VANGUARD TAX-MANAGED FDS	24,238	$1,382	0.4%	$47.68	—	VAN FTSE DEV MKT	921943858
VTEB	VANGUARD MUN BD FDS	27,461	$1,346	0.4%	$77.57	—	TAX EXEMPT BD	922907746
TIP	ISHARES TR	11,162	$1,228	0.4%	$118.30	—	TIPS BD ETF	464287176
SGOV	ISHARES TR	11,420	$1,150	0.3%	$100.61	—	0-3 MNTH TREASRY	46436E718
VMBS	VANGUARD SCOTTSDALE FDS	24,628	$1,141	0.3%	$46.06	—	MTG-BKD SECS ETF	92206C771
SHM	SPDR SERIES TRUST	22,284	$1,066	0.3%	$47.10	—	NUVEEN ICE SHORT	78468R739
VTI	VANGUARD INDEX FDS	3,328	$1,012	0.3%	$213.75	—	TOTAL STK MKT	922908769
SPYG	SPDR SERIES TRUST	10,529	$1,004	0.3%	$51.57	—	PRTFLO S&P500 GW	78464A409
IWF	ISHARES TR	2,301	$977	0.3%	$249.35	—	RUS 1000 GRW ETF	464287614
DFIV	DIMENSIONAL ETF TRUST	22,643	$970	0.3%	$27.15	—	INTERNATNAL VAL	25434V807
IWO	ISHARES TR	3,239	$926	0.3%	$255.13	—	RUS 2000 GRW ETF	464287648
MDY	SPDR S&P MIDCAP 400 ETF TR	1,616	$915	0.3%	$419.83	—	UTSER1 S&PDCRP	78467Y107
FBTC	FIDELITY WISE ORIGIN BITCOIN	9,300	$874	0.3%	$90.12	—	SHS	315948109
IWV	ISHARES TR	2,485	$872	0.3%	$223.52	—	RUSSELL 3000 ETF	464287689
VCSH	VANGUARD SCOTTSDALE FDS	10,770	$856	0.2%	$118.25	—	SHRT TRM CORP BD	92206C409
IWS	ISHARES TR	6,160	$814	0.2%	$96.09	—	RUS MDCP VAL ETF	464287473
VWO	VANGUARD INTL EQUITY INDEX F	16,072	$795	0.2%	$48.93	—	FTSE EMR MKT ETF	922042858
TYL	TYLER TECHNOLOGIES INC	1,334	$791	0.2%	$432.02	+31.1%	COM	902252105
IBDT	ISHARES TR	30,909	$786	0.2%	$25.04	—	IBDS DEC28 ETF	46435U515
VCIT	VANGUARD SCOTTSDALE FDS	8,987	$745	0.2%	$82.92	—	INT-TERM CORP	92206C870
IJK	ISHARES TR	7,019	$639	0.2%	$71.72	—	S&P MC 400GR ETF	464287606
IVV	ISHARES TR	958	$595	0.2%	$382.97	—	CORE S&P500 ETF	464287200
IUSB	ISHARES TR	12,465	$576	0.2%	$48.61	—	CORE TOTAL USD	46434V613
COMT	ISHARES U S ETF TR	22,085	$571	0.2%	$27.70	—	GSCI CMDTY STGY	46431W853
VXUS	VANGUARD STAR FDS	8,209	$567	0.2%	$61.24	—	VG TL INTL STK F	921909768
IJH	ISHARES TR	8,908	$552	0.2%	$97.71	—	CORE S&P MCP ETF	464287507
NWL	NEWELL BRANDS INC	99,352	$537	0.2%	$9.72	-47.6%	COM	651229106
IBDS	ISHARES TR	21,248	$516	0.1%	$23.98	—	IBONDS 27 ETF	46435UAA9
—	ISHARES TR	20,475	$516	0.1%	$24.85	—	IBONDS DEC25 ETF	46434VBD1
IBDR	ISHARES TR	21,241	$515	0.1%	$23.97	—	IBONDS DEC2026	46435GAA0
EFV	ISHARES TR	8,003	$508	0.1%	$53.20	—	EAFE VALUE ETF	464288877
VSS	VANGUARD INTL EQUITY INDEX F	3,512	$472	0.1%	$114.73	—	FTSE SMCAP ETF	922042718
IBDU	ISHARES TR	19,254	$449	0.1%	$22.80	—	IBONDS DEC 29	46436E205
VV	VANGUARD INDEX FDS	1,471	$420	0.1%	$175.92	—	LARGE CAP ETF	922908637
DFAE	DIMENSIONAL ETF TRUST	14,420	$417	0.1%	$20.30	—	EMGR CRE EQT MNG	25434V302
IDXX	IDEXX LABS INC	700	$375	0.1%	$478.56	-0.1%	COM	45168D104
DIA	SPDR DOW JONES INDL AVERAGE	804	$354	0.1%	$333.59	—	UT SER 1	78467X109
IBTI	ISHARES TR	15,781	$353	0.1%	$22.03	—	IBONDS 28 TRM TS	46436E833
IBDV	ISHARES TR	15,752	$346	0.1%	$21.29	—	IBONDS DEC 2030	46436E726
VT	VANGUARD INTL EQUITY INDEX F	2,669	$343	0.1%	$93.64	—	TT WRLD ST ETF	922042742
IWM	ISHARES TR	1,575	$340	0.1%	$196.07	—	RUSSELL 2000 ETF	464287655
IWP	ISHARES TR	2,450	$340	0.1%	$80.07	—	RUS MD CP GR ETF	464287481
LLY	ELI LILLY & CO	430	$335	0.1%	$773.40	0.0%	COM	532457108
VO	VANGUARD INDEX FDS	1,181	$330	0.1%	$210.37	—	MID CAP ETF	922908629
IFGL	ISHARES TR	14,432	$328	0.1%	$21.93	—	INTL DEV RE ETF	464288489
INDA	ISHARES TR	5,858	$326	0.1%	$40.29	—	MSCI INDIA ETF	46429B598
QUAL	ISHARES TR	1,781	$326	0.1%	$134.64	—	MSCI USA QLT FCT	46432F339
IJT	ISHARES TR	2,361	$314	0.1%	$112.92	—	S&P SML 600 GWT	464287887
IBTK	ISHARES TR	15,517	$308	0.1%	$20.00	—	IBOND DEC 2030	46436E593
IEMG	ISHARES INC	5,110	$307	0.1%	$60.03	—	CORE MSCI EMKT	46434G103
IBTJ	ISHARES TR	13,984	$307	0.1%	$22.06	—	IBONDS 29 TRM TS	46436E825
VNQ	VANGUARD INDEX FDS	3,359	$299	0.1%	$88.31	—	REAL ESTATE ETF	922908553
—	ISHARES TR	11,955	$279	0.1%	$23.33	—	IBONDS 25 TRM TS	46436E866
VYM	VANGUARD WHITEHALL FDS	2,003	$267	0.1%	$104.95	—	HIGH DIV YLD	921946406
DYNF	BLACKROCK ETF TRUST	4,444	$242	0.1%	$44.40	—	ISHARES US EQUIT	09290C103
LOW	LOWES COS INC	986	$219	0.1%	$197.77	+11.6%	COM	548661107
IEFA	ISHARES TR	2,535	$212	0.1%	$70.36	—	CORE MSCI EAFE	46432F842
EGUS	ISHARES TR	4,421	$207	0.1%	$39.45	—	ESG AWARE MSCI	46436E239
SPIP	SPDR SERIES TRUST	7,826	$204	0.1%	$26.38	—	PORTFLI TIPS ETF	78464A656
ICCC	IMMUCELL CORP	16,000	$111	0.0%	$6.47	-9.9%	COM PAR	452525306