Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AAPL	APPLE INC	93,643	$21.82M	7.7%	$233.00	$156.60	+48.0%	COM	037833100
MSFT	MICROSOFT CORP	40,455	$17.41M	6.2%	$430.30	$314.52	+35.5%	COM	594918104
NVDA	NVIDIA CORPORATION	107,351	$13.04M	4.6%	$121.44	$92.32	+31.5%	COM	67066G104
ORCL	ORACLE CORP	45,207	$7.703M	2.7%	$170.40	$89.37	+88.4%	COM	68389X105
JPM	JPMORGAN CHASE & CO.	33,990	$7.167M	2.5%	$210.86 *	$147.07	+39.6%	COM	46625H100
ABBV	ABBVIE INC	34,334	$6.78M	2.4%	$197.48 *	$103.61	+82.7%	COM	00287Y109
TJX	TJX COS INC NEW	57,039	$6.704M	2.4%	$117.54	$65.78	+76.0%	COM	872540109
GOOG	ALPHABET INC	39,502	$6.604M	2.3%	$167.19	$112.32	+48.1%	CAP STK CL C	02079K107
HD	HOME DEPOT INC	14,239	$5.77M	2.0%	$405.20 *	$340.19	+15.6%	COM	437076102
PG	PROCTER AND GAMBLE CO	32,154	$5.569M	2.0%	$173.20 *	$135.10	+24.2%	COM	742718109
BX	BLACKSTONE INC	36,360	$5.568M	2.0%	$153.13 *	$114.60	+29.0%	COM	09260D107
XOM	EXXON MOBIL CORP	46,455	$5.445M	1.9%	$117.22 *	$72.89	+53.9%	COM	30231G102
AXP	AMERICAN EXPRESS CO	17,196	$4.664M	1.7%	$271.21	$162.52	+64.3%	COM	025816109
BRK/B	BERKSHIRE HATHAWAY INC DEL	10,032	$4.617M	1.6%	$460.26	$302.26	+52.3%	CL B NEW	084670702
PEP	PEPSICO INC	25,539	$4.343M	1.5%	$170.05 *	$146.27	+10.8%	COM	713448108
VZ	VERIZON COMMUNICATIONS INC	93,810	$4.213M	1.5%	$44.91 *	$38.82	+6.6%	COM	92343V104
ABT	ABBOTT LABS	36,130	$4.119M	1.5%	$114.01 *	$115.82	-3.8%	COM	002824100
CVX	CHEVRON CORP NEW	27,572	$4.061M	1.4%	$147.27 *	$100.00	+39.3%	COM	166764100
COR	CENCORA INC	17,480	$3.934M	1.4%	$225.09	$123.21	+80.9%	COM	03073E105
AMT	AMERICAN TOWER CORP NEW	16,539	$3.846M	1.4%	$232.56 *	$234.45	-5.7%	COM	03027X100
ADP	AUTOMATIC DATA PROCESSING IN	13,432	$3.717M	1.3%	$276.72 *	$208.94	+28.9%	COM	053015103
ROK	ROCKWELL AUTOMATION INC	13,677	$3.672M	1.3%	$268.46 *	$305.06	-13.8%	COM	773903109
IBM	INTERNATIONAL BUSINESS MACHS	15,375	$3.399M	1.2%	$221.08 *	$157.04	+36.2%	COM	459200101
VOO	VANGUARD INDEX FDS	6,436	$3.396M	1.2%	$527.71	$425.03	+24.1%	S&P 500 ETF SHS	922908363
D	DOMINION ENERGY INC	56,875	$3.287M	1.2%	$57.79 *	$57.26	-4.7%	COM	25746U109
CGDV	CAPITAL GROUP DIVIDEND VALUE	89,860	$3.275M	1.2%	$36.44	$27.02	+34.9%	SHS CREATION UNI	14020W106
HON	HONEYWELL INTL INC	15,552	$3.215M	1.1%	$206.71 *	$184.08	+3.1%	COM	438516106
KHC	KRAFT HEINZ CO	88,996	$3.125M	1.1%	$35.11 *	$32.54	+0.5%	COM	500754106
SPMD	SPDR SER TR	54,993	$3.007M	1.1%	$54.68	$46.99	+16.4%	PORTFOLIO S&P400	78464A847
AVY	AVERY DENNISON CORP	13,185	$2.911M	1.0%	$220.77 *	$198.46	+8.4%	COM	053611109
ETN	EATON CORP PLC	8,510	$2.82M	1.0%	$331.43	$140.63	+132.7%	SHS	G29183103
UGI	UGI CORP NEW	105,481	$2.639M	0.9%	$25.02	$44.24	-43.4%	COM	902681105
PFE	PFIZER INC	86,763	$2.511M	0.9%	$28.94 *	$38.86	-31.6%	COM	717081103
DIS	DISNEY WALT CO	25,165	$2.421M	0.9%	$96.19	$142.66	-33.6%	COM	254687106
CGXU	CAPITAL GROUP INTL FOCUS EQT	83,562	$2.254M	0.8%	$26.97	$23.29	+15.8%	SHS CREATION UNI	14019W109
PNC	PNC FINL SVCS GROUP INC	11,793	$2.18M	0.8%	$184.86 *	$146.07	+21.0%	COM	693475105
SBUX	STARBUCKS CORP	22,010	$2.146M	0.8%	$97.49 *	$84.81	+11.3%	COM	855244109
SPY	SPDR S&P 500 ETF TR	3,737	$2.144M	0.8%	$573.80	$466.68	+22.9%	TR UNIT	78462F103
SPSM	SPDR SER TR	45,320	$2.063M	0.7%	$45.51	$39.72	+14.6%	PORTFOLIO S&P600	78468R853
AMAT	APPLIED MATLS INC	10,045	$2.03M	0.7%	$202.05	$211.26	-5.5%	COM	038222105
USB	US BANCORP DEL	43,329	$1.981M	0.7%	$45.73 *	$47.61	-9.0%	COM NEW	902973304
LLY	ELI LILLY & CO	2,210	$1.958M	0.7%	$885.94	$331.86	+164.5%	COM	532457108
PYPL	PAYPAL HLDGS INC	23,815	$1.858M	0.7%	$78.03	$193.70	-59.8%	COM	70450Y103
BDX	BECTON DICKINSON & CO	7,579	$1.827M	0.6%	$241.10 *	$225.76	+4.0%	COM	075887109
GOOGL	ALPHABET INC	10,980	$1.821M	0.6%	$165.85	$117.75	+40.1%	CAP STK CL A	02079K305
CGGO	CAPITAL GROUP GBL GROWTH EQT	56,954	$1.717M	0.6%	$30.15	$28.99	+4.0%	SHS CREATION UNI	14020X104
—	JUNIPER NETWORKS INC	42,400	$1.653M	0.6%	$38.98	$27.84	—	COM	48203R104
AMZN	AMAZON COM INC	8,860	$1.651M	0.6%	$186.33	$132.76	+40.4%	COM	023135106
WMT	WALMART INC	19,029	$1.537M	0.5%	$80.75	$53.19	+50.0%	COM	931142103
JNJ	JOHNSON & JOHNSON	9,229	$1.496M	0.5%	$162.06 *	$146.11	+6.8%	COM	478160104
MRK	MERCK & CO INC	12,493	$1.419M	0.5%	$113.56 *	$83.92	+29.4%	COM	58933Y105
BRK/A	BERKSHIRE HATHAWAY INC DEL	2	$1.382M	0.5%	$691180.00	$431815.88	+60.1%	CL A	084670108
V	VISA INC	4,926	$1.354M	0.5%	$274.97	$212.94	+28.0%	COM CL A	92826C839
FNB	F N B CORP	91,309	$1.288M	0.5%	$14.11 *	$10.74	+26.5%	COM	302520101
VTI	VANGUARD INDEX FDS	4,522	$1.28M	0.5%	$283.16	$220.95	+28.2%	TOTAL STK MKT	922908769
IWR	ISHARES TR	14,278	$1.258M	0.4%	$88.14	$78.56	+12.2%	RUS MID CAP ETF	464287499
RJF	RAYMOND JAMES FINL INC	10,095	$1.236M	0.4%	$122.46	$103.33	+16.2%	COM	754730109
MCD	MCDONALDS CORP	4,031	$1.227M	0.4%	$304.50 *	$232.72	+27.1%	COM	580135101
PPG	PPG INDS INC	8,977	$1.189M	0.4%	$132.46 *	$137.78	-6.8%	COM	693506107
SPDW	SPDR INDEX SHS FDS	30,754	$1.155M	0.4%	$37.56	$34.41	+9.2%	PORTFOLIO DEVLPD	78463X889
MDY	SPDR S&P MIDCAP 400 ETF TR	1,988	$1.132M	0.4%	$569.66	$508.40	+12.0%	UTSER1 S&PDCRP	78467Y107
IVV	ISHARES TR	1,900	$1.096M	0.4%	$576.82	$455.43	+26.7%	CORE S&P500 ETF	464287200
SLYV	SPDR SER TR	12,086	$1.049M	0.4%	$86.82	$80.23	+8.2%	S&P 600 SMCP VAL	78464A300
SPYG	SPDR SER TR	12,184	$1.011M	0.4%	$82.94	$68.63	+20.9%	PRTFLO S&P500 GW	78464A409
CAT	CATERPILLAR INC	2,462	$963K	0.3%	$391.10	$196.50	+95.4%	COM	149123101
FIGB	FIDELITY MERRIMACK STR TR	21,705	$956K	0.3%	$44.06	$42.61	+3.4%	INVESTMENT GR BD	316188606
PM	PHILIP MORRIS INTL INC	7,357	$893K	0.3%	$121.40 *	$77.05	+50.5%	COM	718172109
SYK	STRYKER CORPORATION	2,406	$869K	0.3%	$361.26	$251.57	+42.0%	COM	863667101
CSCO	CISCO SYS INC	15,642	$832K	0.3%	$53.22 *	$50.06	+2.3%	COM	17275R102
TSLA	TESLA INC	3,117	$816K	0.3%	$261.63	$193.71	+35.1%	COM	88160R101
IWM	ISHARES TR	3,615	$799K	0.3%	$220.89	$208.07	+6.2%	RUSSELL 2000 ETF	464287655
T	AT&T INC	32,999	$726K	0.3%	$22.00 *	$15.19	+36.9%	COM	00206R102
WM	WASTE MGMT INC DEL	3,476	$722K	0.3%	$207.60	$160.17	+27.3%	COM	94106L109
MDYG	SPDR SER TR	8,100	$711K	0.3%	$87.74	$73.50	+19.4%	S&P 400 MDCP GRW	78464A821
MRSH	MARSH & MCLENNAN COS INC	3,173	$708K	0.3%	$223.09	$156.21	+40.1%	COM	571748102
JPRE	J P MORGAN EXCHANGE TRADED F	13,874	$707K	0.3%	$50.94	$44.29	+15.0%	REALTY INCOME ET	46641Q126
MDYV	SPDR SER TR	8,532	$678K	0.2%	$79.46	$67.60	+17.6%	S&P 400 MDCP VAL	78464A839
TSM	TAIWAN SEMICONDUCTOR MFG LTD	3,890	$676K	0.2%	$173.67	$117.89	+47.3%	SPONSORED ADS	874039100
MO	ALTRIA GROUP INC	13,095	$668K	0.2%	$51.04 *	$33.85	+38.0%	COM	02209S103
CCI	CROWN CASTLE INC	5,501	$653K	0.2%	$118.63 *	$141.81	-21.7%	COM	22822V101
IJH	ISHARES TR	10,381	$647K	0.2%	$62.32	$55.93	+11.4%	CORE S&P MCP ETF	464287507
CGGR	CAPITAL GROUP GROWTH ETF	18,365	$639K	0.2%	$34.79	$23.41	+48.6%	SHS CREATION UNI	14020G101
CGUS	CAPITAL GROUP CORE EQUITY ET	17,777	$609K	0.2%	$34.28	$22.85	+50.0%	SHS CREATION UNI	14020V108
QQQ	INVESCO QQQ TR	1,225	$598K	0.2%	$488.14	$302.56	+61.3%	UNIT SER 1	46090E103
UNH	UNITEDHEALTH GROUP INC	1,019	$596K	0.2%	$584.68 *	$462.93	+22.8%	COM	91324P102
META	META PLATFORMS INC	1,025	$587K	0.2%	$572.44	$372.20	+53.2%	CL A	30303M102
DE	DEERE & CO	1,406	$587K	0.2%	$417.31	$339.61	+20.8%	COM	244199105
UNP	UNION PAC CORP	2,375	$585K	0.2%	$246.48 *	$214.78	+11.4%	COM	907818108
DUK	DUKE ENERGY CORP NEW	5,075	$585K	0.2%	$115.30 *	$86.80	+27.0%	COM NEW	26441C204
COST	COSTCO WHSL CORP NEW	660	$585K	0.2%	$886.52	$488.06	+80.5%	COM	22160K105
INTC	INTEL CORP	24,825	$582K	0.2%	$23.46	$45.91	-48.9%	COM	458140100
GE	GE AEROSPACE	3,081	$581K	0.2%	$188.58	$110.54	+69.4%	COM NEW	369604301
KMB	KIMBERLY-CLARK CORP	4,045	$576K	0.2%	$142.28 *	$113.56	+19.3%	COM	494368103
NEE	NEXTERA ENERGY INC	6,637	$561K	0.2%	$84.52 *	$67.82	+20.1%	COM	65339F101
CMCSA	COMCAST CORP NEW	13,133	$549K	0.2%	$41.77 *	$44.16	-9.5%	CL A	20030N101
VLO	VALERO ENERGY CORP	3,984	$538K	0.2%	$135.03 *	$71.84	+80.8%	COM	91913Y100
AMGN	AMGEN INC	1,646	$530K	0.2%	$322.21 *	$186.15	+66.3%	COM	031162100
SO	SOUTHERN CO	5,865	$529K	0.2%	$90.18 *	$59.54	+45.4%	COM	842587107
JCPI	J P MORGAN EXCHANGE TRADED F	10,806	$519K	0.2%	$48.01	$48.07	-0.1%	INFLATION MANAGE	46654Q104
BMY	BRISTOL-MYERS SQUIBB CO	9,865	$510K	0.2%	$51.74 *	$49.94	-3.5%	COM	110122108
CGCB	CAPITAL GRP FIXED INCM ETF T	17,532	$472K	0.2%	$26.95	$25.70	+4.9%	CORE BOND ETF	14020Y508
GPC	GENUINE PARTS CO	3,358	$469K	0.2%	$139.68 *	$117.94	+13.8%	COM	372460105
RTX	RTX CORPORATION	3,868	$469K	0.2%	$121.16 *	$80.83	+46.4%	COM	75513E101
MMM	3M CO	3,422	$468K	0.2%	$136.68 *	$113.69	+17.4%	COM	88579Y101
NUE	NUCOR CORP	3,086	$464K	0.2%	$150.34 *	$106.64	+38.1%	COM	670346105
LMT	LOCKHEED MARTIN CORP	783	$458K	0.2%	$584.56 *	$324.67	+73.8%	COM	539830109
DOV	DOVER CORP	2,325	$446K	0.2%	$191.74	$159.23	+18.8%	COM	260003108
VEU	VANGUARD INTL EQUITY INDEX F	6,935	$437K	0.2%	$63.00	$49.75	+26.6%	ALLWRLD EX US	922042775
PPL	PPL CORP	13,179	$436K	0.2%	$33.08 *	$25.00	+27.2%	COM	69351T106
—	LEGG MASON ETF INVT	20,885	$434K	0.2%	$20.78	$20.21	—	WESTN ASET TTL	52468L810
DFAS	DIMENSIONAL ETF TRUST	6,573	$426K	0.2%	$64.86	$59.37	+9.3%	US SMALL CAP ETF	25434V500
KO	COCA COLA CO	5,903	$424K	0.2%	$71.86 *	$51.00	+35.8%	COM	191216100
BSMQ	INVESCO EXCH TRD SLF IDX FD	17,462	$415K	0.1%	$23.74	$23.55	+0.8%	BULSHS 2026 MUNI	46138J510
BSMR	INVESCO EXCH TRD SLF IDX FD	17,119	$406K	0.1%	$23.70	$23.35	+1.5%	BULSHS 2027 MUNI	46138J494
BSMS	INVESCO EXCH TRD SLF IDX FD	17,142	$404K	0.1%	$23.58	$23.12	+2.0%	BULSHS 2028 MUNI	46138J486
NVO	NOVO-NORDISK A S	3,350	$399K	0.1%	$119.07	$98.47	+20.9%	ADR	670100205
SLYG	SPDR SER TR	4,216	$393K	0.1%	$93.12	$87.39	+6.5%	S&P 600 SMCP GRW	78464A201
SHEL	SHELL PLC	5,863	$387K	0.1%	$65.95	$57.84	+14.0%	SPON ADS	780259305
FLMI	FRANKLIN TEMPLETON ETF TR	15,302	$383K	0.1%	$25.01	$23.09	+8.3%	FRANKLIN DYN MUN	35473P868
NFLX	NETFLIX INC	539	$382K	0.1%	$709.27 *	$37.40	+89.6%	COM	64110L106
PSA	PUBLIC STORAGE OPER CO	1,034	$376K	0.1%	$363.87 *	$274.20	+26.1%	COM	74460D109
CGMU	CAPITAL GRP FIXED INCM ETF T	13,674	$375K	0.1%	$27.46	$26.60	+3.3%	MUNICIPAL INCOME	14020Y201
MPC	MARATHON PETE CORP	2,299	$375K	0.1%	$162.91 *	$140.71	+12.6%	COM	56585A102
SPYV	SPDR SER TR	7,011	$371K	0.1%	$52.86	$45.36	+16.5%	PRTFLO S&P500 VL	78464A508
SCHB	SCHWAB STRATEGIC TR	5,324	$354K	0.1%	$66.52 *	$15.03	+47.5%	US BRD MKT ETF	808524102
GD	GENERAL DYNAMICS CORP	1,156	$349K	0.1%	$302.20 *	$223.50	+31.9%	COM	369550108
TMO	THERMO FISHER SCIENTIFIC INC	553	$342K	0.1%	$618.57	$480.76	+28.1%	COM	883556102
GILD	GILEAD SCIENCES INC	3,954	$332K	0.1%	$83.84 *	$69.97	+15.6%	COM	375558103
FCF	FIRST COMWLTH FINL CORP PA	19,147	$328K	0.1%	$17.15 *	$13.00	+25.8%	COM	319829107
WSBC	WESBANCO INC	10,791	$321K	0.1%	$29.78	$34.01	-12.4%	COM	950810101
UPS	UNITED PARCEL SERVICE INC	2,352	$321K	0.1%	$136.34 *	$161.22	-21.8%	CL B	911312106
FITB	FIFTH THIRD BANCORP	7,482	$321K	0.1%	$42.84 *	$35.20	+16.4%	COM	316773100
GIS	GENERAL MLS INC	4,195	$310K	0.1%	$73.85 *	$56.07	+24.9%	COM	370334104
PNR	PENTAIR PLC	3,137	$307K	0.1%	$97.79	$74.57	+29.5%	SHS	G7S00T104
DOW	DOW INC	5,606	$306K	0.1%	$54.63 *	$47.39	+5.6%	COM	260557103
NSC	NORFOLK SOUTHN CORP	1,229	$305K	0.1%	$248.50 *	$208.38	+16.1%	COM	655844108
BSSX	INVESCO EXCH TRD SLF IDX FD	11,590	$305K	0.1%	$26.35	$25.36	+3.9%	INVESCO BULLETSH	46139W791
BSMW	INVESCO EXCH TRD SLF IDX FD	11,825	$303K	0.1%	$25.63	$24.84	+3.2%	BULLETSHS 32 MUN	46139W833
—	ANSYS INC	950	$303K	0.1%	$318.63	$401.05	—	COM	03662Q105
EFA	ISHARES TR	3,548	$297K	0.1%	$83.63	$71.88	+16.4%	MSCI EAFE ETF	464287465
BA	BOEING CO	1,888	$287K	0.1%	$152.00	$209.04	-27.3%	COM	097023105
MDLZ	MONDELEZ INTL INC	3,829	$282K	0.1%	$73.67 *	$68.90	+2.8%	CL A	609207105
WINN	HARBOR ETF TRUST	10,813	$277K	0.1%	$25.61	$19.28	+32.8%	LONG TERM GROWER	41151J406
ADM	ARCHER DANIELS MIDLAND CO	4,616	$276K	0.1%	$59.74 *	$58.64	-2.9%	COM	039483102
FDX	FEDEX CORP	1,000	$274K	0.1%	$273.68 *	$194.50	+36.8%	COM	31428X106
CAG	CONAGRA BRANDS INC	8,209	$267K	0.1%	$32.52 *	$25.70	+17.0%	COM	205887102
LOW	LOWES COS INC	942	$255K	0.1%	$270.85 *	$195.83	+35.0%	COM	548661107
WFC	WELLS FARGO CO NEW	4,487	$253K	0.1%	$56.49 *	$41.39	+32.8%	COM	949746101
TROW	PRICE T ROWE GROUP INC	2,305	$251K	0.1%	$108.93 *	$102.49	-0.1%	COM	74144T108
BCPC	BALCHEM CORP	1,425	$251K	0.1%	$176.00	$125.74	+38.4%	COM	057665200
DD	DUPONT DE NEMOURS INC	2,798	$249K	0.1%	$89.09 *	$29.86	+21.7%	COM	26614N102
OKE	ONEOK INC NEW	2,668	$243K	0.1%	$91.13 *	$66.73	+28.4%	COM	682680103
BK	BANK NEW YORK MELLON CORP	3,374	$242K	0.1%	$71.85 *	$55.73	+25.4%	COM	064058100
CARR	CARRIER GLOBAL CORPORATION	2,991	$241K	0.1%	$80.49	$68.53	+15.6%	COM	14448C104
OGN	ORGANON & CO	12,583	$241K	0.1%	$19.13 *	$16.10	+13.8%	COMMON STOCK	68622V106
IP	INTERNATIONAL PAPER CO	4,803	$235K	0.1%	$48.85 *	$39.91	+16.6%	COM	460146103
CSX	CSX CORP	6,751	$233K	0.1%	$34.53	$30.99	+9.3%	COM	126408103
ERIE	ERIE INDTY CO	430	$232K	0.1%	$539.82	$447.24	+18.6%	CL A	29530P102
PSLV	SPROTT PHYSICAL SILVER TR	22,150	$231K	0.1%	$10.45	$8.04	—	TR UNIT	85207K107
EMR	EMERSON ELEC CO	2,110	$231K	0.1%	$109.37 *	$91.16	+17.5%	COM	291011104
MA	MASTERCARD INCORPORATED	464	$229K	0.1%	$493.80	$451.62	+8.6%	CL A	57636Q104
SBSI	SOUTHSIDE BANCSHARES INC	6,648	$222K	0.1%	$33.43	$32.06	+4.3%	COM	84470P109
CB	CHUBB LIMITED	764	$220K	0.1%	$288.39	$270.79	+5.5%	COM	H1467J104
BSMO	INVESCO EXCH TRD SLF IDX FD	8,838	$219K	0.1%	$24.82	$24.89	—	BULSHS 2024 MUNI	46138J536
AFL	AFLAC INC	1,950	$218K	0.1%	$111.80 *	$98.75	+10.3%	COM	001055102
CEG	CONSTELLATION ENERGY CORP	838	$218K	0.1%	$260.02	$201.97	+27.8%	COM	21037T109
—	INVESCO EXCH TRD SLF IDX FD	8,813	$216K	0.1%	$24.49	$24.51	—	BULSHS 2025 MUNI	46138J528
PANW	PALO ALTO NETWORKS INC	620	$212K	0.1%	$341.80 *	$149.57	+14.3%	COM	697435105
QCOM	QUALCOMM INC	1,243	$211K	0.1%	$170.05 *	$148.53	+11.4%	COM	747525103
ORI	OLD REP INTL CORP	5,905	$209K	0.1%	$35.42 *	$28.98	+5.2%	COM	680223104
NKE	NIKE INC	2,357	$208K	0.1%	$88.40 *	$76.01	+13.1%	CL B	654106103
EXC	EXELON CORP	5,085	$206K	0.1%	$40.55 *	$35.76	+8.3%	COM	30161N101
BSMU	INVESCO EXCH TRD SLF IDX FD	9,240	$205K	0.1%	$22.15	$21.84	+1.4%	INVSC 30 MUNI BD	46138J445
BSMV	INVESCO EXCH TRD SLF IDX FD	9,605	$205K	0.1%	$21.31	$21.04	+1.3%	BULLETSHS 31 MUN	46138J411
BSMT	INVESCO EXCH TRD SLF IDX FD	8,770	$204K	0.1%	$23.27	$22.99	+1.2%	BULSHS 2029 MUNI	46138J478
VEA	VANGUARD TAX-MANAGED FDS	3,860	$204K	0.1%	$52.81	$40.51	+30.4%	VAN FTSE DEV MKT	921943858
F	FORD MTR CO	10,425	$110K	0.0%	$10.56 *	$10.70	-9.3%	COM	345370860
AGNC	AGNC INVT CORP	12,470	$16,916	0.0%	$1.36	$1.27	—	COM	00123Q104