Prosperity Planning, Inc. Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ISTB	ISHARES TR	904,807	$44,191	11.9%	$49.77	—	CORE 1 5 YR USD	46432F859
EFA	ISHARES TR	247,489	$23,108	6.2%	$72.73	—	MSCI EAFE ETF	464287465
VUG	VANGUARD INDEX FDS	46,652	$22,375	6.0%	$263.06	—	GROWTH ETF	922908736
DFAX	DIMENSIONAL ETF TRUST	542,419	$17,021	4.6%	$25.52	—	WORLD EX US CORE	25434V880
AVDV	AMERICAN CENTY ETF TR	178,679	$15,908	4.3%	$59.25	—	INTL SMCP VLU	025072802
VTIP	VANGUARD MALVERN FDS	312,837	$15,839	4.3%	$50.03	—	STRM INFPROIDX	922020805
IGSB	ISHARES TR	255,348	$13,541	3.7%	$52.85	—	ISHS 1-5YR INVS	464288646
GNMA	ISHARES TR	267,109	$11,846	3.2%	$46.39	—	GNMA BOND ETF	46429B333
IVE	ISHARES TR	55,293	$11,419	3.1%	$140.28	—	S&P 500 VAL ETF	464287408
AVEM	AMERICAN CENTY ETF TR	138,088	$10,372	2.8%	$57.40	—	AVANTIS EMGMKT	025072604
VOT	VANGUARD INDEX FDS	32,296	$9,488	2.6%	$206.91	—	MCAP GR IDXVIP	922908538
AVLC	AMERICAN CENTY ETF TR	123,606	$9,457	2.6%	$67.31	—	AVANTIS US LARG	025072158
VBR	VANGUARD INDEX FDS	42,922	$8,958	2.4%	$154.64	—	SM CP VAL ETF	922908611
VOE	VANGUARD INDEX FDS	48,669	$8,497	2.3%	$128.08	—	MCAP VL IDXVIP	922908512
AVMV	AMERICAN CENTY ETF TR	122,530	$8,441	2.3%	$63.82	—	AVANTIS US MID C	025072133
AVUV	AMERICAN CENTY ETF TR	71,045	$7,071	1.9%	$83.01	—	US SML CP VALU	025072877
CBRE	CBRE GROUP INC	43,562	$6,864	1.9%	$84.26	+83.6%	CL A	12504L109
BSV	VANGUARD BD INDEX FDS	69,623	$5,494	1.5%	$76.42	—	SHORT TRM BOND	921937827
VBK	VANGUARD INDEX FDS	18,441	$5,488	1.5%	$246.79	—	SML CP GRW ETF	922908595
AVLV	AMERICAN CENTY ETF TR	75,652	$5,467	1.5%	$66.51	—	US LARGE CAP VLU	025072349
AVUS	AMERICAN CENTY ETF TR	48,349	$5,255	1.4%	$77.76	—	US EQT ETF	025072885
IVLU	ISHARES TR	136,523	$4,844	1.3%	$23.31	—	MSCI INTL VLU FT	46435G409
USRT	ISHARES TR	70,433	$4,136	1.1%	$50.57	—	CRE U S REIT ETF	464288521
VTV	VANGUARD INDEX FDS	21,415	$3,994	1.1%	$124.62	—	VALUE ETF	922908744
SUB	ISHARES TR	35,320	$3,772	1.0%	$107.41	—	SHRT NAT MUN ETF	464288158
AVIV	AMERICAN CENTY ETF TR	53,442	$3,604	1.0%	$55.58	—	INTERNATIONAL LR	025072364
DFAC	DIMENSIONAL ETF TRUST	92,198	$3,556	1.0%	$26.45	—	US CORE EQUITY 2	25434V708
IWN	ISHARES TR	18,158	$3,211	0.9%	$131.83	—	RUS 2000 VAL ETF	464287630
IVW	ISHARES TR	25,145	$3,036	0.8%	$63.54	—	S&P 500 GRWT ETF	464287309
IJJ	ISHARES TR	22,925	$2,974	0.8%	$87.21	—	S&P MC 400VL ETF	464287705
AGG	ISHARES TR	29,516	$2,959	0.8%	$108.76	—	CORE US AGGBD ET	464287226
SPY	SPDR S&P 500 ETF TR	4,223	$2,813	0.8%	$373.84	—	TR UNIT	78462F103
AAPL	APPLE INC	10,349	$2,635	0.7%	$125.09	+80.3%	COM	037833100
SCZ	ISHARES TR	32,223	$2,472	0.7%	$67.50	—	EAFE SML CP ETF	464288273
MUB	ISHARES TR	23,143	$2,465	0.7%	$115.01	—	NATIONAL MUN ETF	464288414
BND	VANGUARD BD INDEX FDS	30,636	$2,278	0.6%	$76.64	—	TOTAL BND MRKT	921937835
SGOV	ISHARES TR	21,192	$2,134	0.6%	$100.65	—	0-3 MNTH TREASRY	46436E718
IAGG	ISHARES TR	41,481	$2,125	0.6%	$50.78	—	CORE INTL AGGR	46435G672
VNQI	VANGUARD INTL EQUITY INDEX F	44,210	$2,111	0.6%	$46.70	—	GLB EX US ETF	922042676
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,996	$2,009	0.5%	$222.07	+118.1%	CL B NEW	084670702
AVDE	AMERICAN CENTY ETF TR	25,336	$1,999	0.5%	$61.96	—	INTL EQT ETF	025072703
ITOT	ISHARES TR	12,989	$1,892	0.5%	$86.22	—	CORE S&P TTL STK	464287150
IWD	ISHARES TR	8,914	$1,815	0.5%	$136.75	—	RUS 1000 VAL ETF	464287598
DISV	DIMENSIONAL ETF TRUST	48,496	$1,731	0.5%	$19.01	—	INTL SMALL CAP V	25434V781
STIP	ISHARES TR	15,748	$1,628	0.4%	$98.32	—	0-5 YR TIPS ETF	46429B747
EEM	ISHARES TR	29,363	$1,568	0.4%	$50.93	—	MSCI EMG MKT ETF	464287234
O	REALTY INCOME CORP	24,266	$1,475	0.4%	$53.44	+6.5%	COM	756109104
VEA	VANGUARD TAX-MANAGED FDS	23,741	$1,423	0.4%	$47.68	—	VAN FTSE DEV MKT	921943858
VTEB	VANGUARD MUN BD FDS	27,468	$1,375	0.4%	$77.57	—	TAX EXEMPT BD	922907746
TIP	ISHARES TR	11,570	$1,287	0.3%	$118.05	—	TIPS BD ETF	464287176
VMBS	VANGUARD SCOTTSDALE FDS	25,736	$1,209	0.3%	$46.10	—	MTG-BKD SECS ETF	92206C771
SHM	SPDR SERIES TRUST	22,284	$1,075	0.3%	$47.10	—	NUVEEN ICE SHORT	78468R739
IWF	ISHARES TR	2,270	$1,063	0.3%	$249.35	—	RUS 1000 GRW ETF	464287614
DFIV	DIMENSIONAL ETF TRUST	22,410	$1,034	0.3%	$27.15	—	INTERNATNAL VAL	25434V807
SPYG	SPDR SERIES TRUST	9,793	$1,023	0.3%	$51.57	—	PRTFLO S&P500 GW	78464A409
IWO	ISHARES TR	3,161	$1,012	0.3%	$255.13	—	RUS 2000 GRW ETF	464287648
VTI	VANGUARD INDEX FDS	3,045	$999	0.3%	$213.75	—	TOTAL STK MKT	922908769
IWV	ISHARES TR	2,485	$942	0.3%	$223.52	—	RUSSELL 3000 ETF	464287689
FBTC	FIDELITY WISE ORIGIN BITCOIN	9,300	$928	0.3%	$90.12	—	SHS	315948109
MDY	SPDR S&P MIDCAP 400 ETF TR	1,521	$907	0.2%	$419.83	—	UTSER1 S&PDCRP	78467Y107
VWO	VANGUARD INTL EQUITY INDEX F	16,001	$867	0.2%	$48.93	—	FTSE EMR MKT ETF	922042858
VCSH	VANGUARD SCOTTSDALE FDS	10,761	$860	0.2%	$118.25	—	SHRT TRM CORP BD	92206C409
IWS	ISHARES TR	6,113	$854	0.2%	$96.09	—	RUS MDCP VAL ETF	464287473
IBDT	ISHARES TR	30,909	$789	0.2%	$25.04	—	IBDS DEC28 ETF	46435U515
VCIT	VANGUARD SCOTTSDALE FDS	8,987	$756	0.2%	$82.92	—	INT-TERM CORP	92206C870
TYL	TYLER TECHNOLOGIES INC	1,334	$698	0.2%	$432.02	+29.9%	COM	902252105
IJK	ISHARES TR	6,916	$663	0.2%	$71.72	—	S&P MC 400GR ETF	464287606
IVV	ISHARES TR	949	$635	0.2%	$382.97	—	CORE S&P500 ETF	464287200
COMT	ISHARES U S ETF TR	22,662	$608	0.2%	$27.68	—	GSCI CMDTY STGY	46431W853
IJH	ISHARES TR	8,819	$576	0.2%	$97.71	—	CORE S&P MCP ETF	464287507
VXUS	VANGUARD STAR FDS	7,794	$573	0.2%	$61.24	—	VG TL INTL STK F	921909768
NWL	NEWELL BRANDS INC	99,352	$521	0.1%	$9.72	-43.3%	COM	651229106
IBDS	ISHARES TR	21,248	$517	0.1%	$23.98	—	IBONDS 27 ETF	46435UAA9
IBDR	ISHARES TR	21,241	$516	0.1%	$23.97	—	IBONDS DEC2026	46435GAA0
—	ISHARES TR	20,475	$516	0.1%	$24.85	—	IBONDS DEC25 ETF	46434VBD1
IUSB	ISHARES TR	10,596	$495	0.1%	$48.61	—	CORE TOTAL USD	46434V613
VSS	VANGUARD INTL EQUITY INDEX F	3,469	$494	0.1%	$114.73	—	FTSE SMCAP ETF	922042718
EFV	ISHARES TR	7,186	$487	0.1%	$53.20	—	EAFE VALUE ETF	464288877
IBDU	ISHARES TR	19,254	$452	0.1%	$22.80	—	IBONDS DEC 29	46436E205
IDXX	IDEXX LABS INC	700	$447	0.1%	$478.56	+26.8%	COM	45168D104
DFAE	DIMENSIONAL ETF TRUST	14,039	$443	0.1%	$20.30	—	EMGR CRE EQT MNG	25434V302
VV	VANGUARD INDEX FDS	1,254	$386	0.1%	$175.92	—	LARGE CAP ETF	922908637
IWM	ISHARES TR	1,575	$381	0.1%	$196.07	—	RUSSELL 2000 ETF	464287655
DIA	SPDR DOW JONES INDL AVERAGE	804	$373	0.1%	$333.59	—	UT SER 1	78467X109
VT	VANGUARD INTL EQUITY INDEX F	2,686	$370	0.1%	$93.64	—	TT WRLD ST ETF	922042742
IBTI	ISHARES TR	15,781	$353	0.1%	$22.03	—	IBONDS 28 TRM TS	46436E833
IBDV	ISHARES TR	15,752	$349	0.1%	$21.29	—	IBONDS DEC 2030	46436E726
VO	VANGUARD INDEX FDS	1,163	$342	0.1%	$210.37	—	MID CAP ETF	922908629
IFGL	ISHARES TR	14,648	$337	0.1%	$21.94	—	INTL DEV RE ETF	464288489
IWP	ISHARES TR	2,367	$337	0.1%	$80.07	—	RUS MD CP GR ETF	464287481
IEMG	ISHARES INC	5,044	$332	0.1%	$60.03	—	CORE MSCI EMKT	46434G103
LLY	ELI LILLY & CO	430	$328	0.1%	$773.40	-4.0%	COM	532457108
IJT	ISHARES TR	2,299	$325	0.1%	$112.92	—	S&P SML 600 GWT	464287887
DYNF	BLACKROCK ETF TRUST	5,325	$315	0.1%	$46.85	—	ISHARES US EQUIT	09290C103
IBTK	ISHARES TR	15,517	$308	0.1%	$20.00	—	IBOND DEC 2030	46436E593
IBTJ	ISHARES TR	13,984	$307	0.1%	$22.06	—	IBONDS 29 TRM TS	46436E825
INDA	ISHARES TR	5,858	$305	0.1%	$40.29	—	MSCI INDIA ETF	46429B598
VNQ	VANGUARD INDEX FDS	3,304	$302	0.1%	$88.31	—	REAL ESTATE ETF	922908553
—	ISHARES TR	11,955	$279	0.1%	$23.33	—	IBONDS 25 TRM TS	46436E866
QUAL	ISHARES TR	1,386	$270	0.1%	$134.64	—	MSCI USA QLT FCT	46432F339
VYM	VANGUARD WHITEHALL FDS	1,863	$263	0.1%	$104.95	—	HIGH DIV YLD	921946406
LOW	LOWES COS INC	986	$248	0.1%	$197.77	+23.5%	COM	548661107
EGUS	ISHARES TR	4,421	$228	0.1%	$39.45	—	ESG AWARE MSCI	46436E239
OEF	ISHARES TR	655	$218	0.1%	$332.84	—	S&P 100 ETF	464287101
ORCL	ORACLE CORP	764	$215	0.1%	$254.17	0.0%	COM	68389X105
FIVA	FIDELITY COVINGTON TRUST	6,586	$206	0.1%	$31.28	—	INT VL FCT ETF	316092717
SPIP	SPDR SERIES TRUST	7,826	$206	0.1%	$26.38	—	PORTFLI TIPS ETF	78464A656
IEFA	ISHARES TR	2,322	$203	0.1%	$70.36	—	CORE MSCI EAFE	46432F842
XVV	ISHARES TR	3,886	$200	0.1%	$51.52	—	ESG SELECT SCRE	46436E569