Sunesis Advisors, LLC Long-Term Concentrated

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IEFA	ISHARES TR	5,601	$507	0.2%	$90.53	—	CORE MSCI EAFE	46432F842
COST	COSTCO WHOLESALE CORPORATION	408	$407	0.2%	$963.77	0.0%	COM	22160K105
RSG	REPUBLIC SVCS INC	1,606	$352	0.2%	$216.60	0.0%	COM	760759100
SUB	ISHARES TR	3,275	$349	0.2%	$106.50	—	SHRT NAT MUN ETF	464288158
SHW	SHERWIN WILLIAMS CO	957	$307	0.1%	$355.33	0.0%	COM	824348106
JNJ	JOHNSON & JOHNSON	888	$217	0.1%	$227.87	0.0%	COM	478160104
HD	HOME DEPOT INC	616	$203	0.1%	$376.98	0.0%	COM	437076102

Increased Positions (9)

BRK/A BERKSHIRE HATHAWAY INC DEL 8.8%

Value ($000) $19,390 (+16.8%) Shares 27 (+22.7%) Est. Cost $731376.56 Unrealized +1.2%

AGG ISHARES TR 9.2%

Value ($000) $20,346 (+11.5%) Shares 204,954 (+12.2%) Est. Cost $101.86 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 7.0%

Value ($000) $15,434 (+4.2%) Shares 240,861 (+1.6%) Est. Cost $48.16 Unrealized —

FBTC FIDELITY WISE ORIGIN BITCOIN 0.4%

Value ($000) $812 (+73.7%) Shares 13,761 (+124.4%) Est. Cost $66.70 Unrealized —

FETH FIDELITY ETHEREUM FD 0.2%

Value ($000) $367 (+63.7%) Shares 17,596 (+132.1%) Est. Cost $24.64 Unrealized —

IUSB ISHARES TR 1.6%

Value ($000) $3,465 (+2.7%) Shares 75,024 (+3.5%) Est. Cost $45.49 Unrealized —

BND VANGUARD BD INDEX FDS 1.7%

Value ($000) $3,790 (+1.4%) Shares 51,471 (+2.0%) Est. Cost $74.34 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value ($000) $558 (+6.6%) Shares 1,507 (+39.3%) Est. Cost $309.13 Unrealized +40.6%

FSOL FIDELITY SOLANA FD 0.1%

Value ($000) $202 (-2.6%) Shares 20,713 (+45.7%) Est. Cost $13.07 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/A	BERKSHIRE HATHAWAY INC DEL	27 (+22.7%)	$19,390 (+16.8%)	8.8%	$731376.56	+1.2%	CL A	084670108
AGG	ISHARES TR	204,954 (+12.2%)	$20,346 (+11.5%)	9.2%	$101.86	—	CORE US AGGBD ET	464287226
VEA	VANGUARD TAX-MANAGED FDS	240,861 (+1.6%)	$15,434 (+4.2%)	7.0%	$48.16	—	VAN FTSE DEV MKT	921943858
FBTC	FIDELITY WISE ORIGIN BITCOIN	13,761 (+124.4%)	$812 (+73.7%)	0.4%	$66.70	—	SHS	315948109
FETH	FIDELITY ETHEREUM FD	17,596 (+132.1%)	$367 (+63.7%)	0.2%	$24.64	—	SHS	31613E103
IUSB	ISHARES TR	75,024 (+3.5%)	$3,465 (+2.7%)	1.6%	$45.49	—	CORE UNIVRSL USD	46434V613
BND	VANGUARD BD INDEX FDS	51,471 (+2.0%)	$3,790 (+1.4%)	1.7%	$74.34	—	TOTAL BND MRKT	921937835
MSFT	MICROSOFT CORP	1,507 (+39.3%)	$558 (+6.6%)	0.3%	$309.13	+40.6%	COM	594918104
FSOL	FIDELITY SOLANA FD	20,713 (+45.7%)	$202 (-2.6%)	0.1%	$13.07	—	BENEFICIAL INT	31641G104

Exited Positions (1)

VUG VANGUARD INDEX FDS 0.1%

Value ($000) $220 Shares 451 Est. Cost $479.61 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VUG	VANGUARD INDEX FDS	451	$220	0.1%	$479.61	—	—	922908736

Decreased Positions (10)

MBB ISHARES TR 1.5%

Value ($000) $3,257 (-18.1%) Shares 34,308 (-17.9%) Est. Cost $93.45 Unrealized —

BIV VANGUARD BD INDEX FDS 2.7%

Value ($000) $5,973 (-10.3%) Shares 77,395 (-9.5%) Est. Cost $76.02 Unrealized —

BSV VANGUARD BD INDEX FDS 2.7%

Value ($000) $5,987 (-10.1%) Shares 76,357 (-9.6%) Est. Cost $77.10 Unrealized —

IAU ISHARES GOLD TR 0.8%

Value ($000) $1,836 (-19.8%) Shares 20,828 (-26.1%) Est. Cost $34.81 Unrealized —

NVDA NVIDIA CORPORATION 1.0%

Value ($000) $2,170 (-14.6%) Shares 12,440 (-8.7%) Est. Cost $92.41 Unrealized +102.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value ($000) $887 (-24.1%) Shares 1,851 (-20.4%) Est. Cost $194.92 Unrealized +153.2%

DFIV DIMENSIONAL ETF TRUST 0.4%

Value ($000) $861 (-23.8%) Shares 16,314 (-28.0%) Est. Cost $36.75 Unrealized —

VTEB VANGUARD MUN BD FDS 1.1%

Value ($000) $2,425 (-4.4%) Shares 48,599 (-3.7%) Est. Cost $51.05 Unrealized —

VTWO VANGUARD SCOTTSDALE FDS 0.7%

Value ($000) $1,621 (-3.0%) Shares 16,182 (-3.6%) Est. Cost $92.38 Unrealized —

CB CHUBB LTD SWITZ 0.3%

Value ($000) $747 (-3.6%) Shares 2,292 (-7.7%) Est. Cost $275.21 Unrealized +14.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MBB	ISHARES TR	34,308 (-17.9%)	$3,257 (-18.1%)	1.5%	$93.45	—	MBS ETF	464288588
BIV	VANGUARD BD INDEX FDS	77,395 (-9.5%)	$5,973 (-10.3%)	2.7%	$76.02	—	INTERMED TERM	921937819
BSV	VANGUARD BD INDEX FDS	76,357 (-9.6%)	$5,987 (-10.1%)	2.7%	$77.10	—	SHORT TRM BOND	921937827
IAU	ISHARES GOLD TR	20,828 (-26.1%)	$1,836 (-19.8%)	0.8%	$34.81	—	ISHARES NEW	464285204
NVDA	NVIDIA CORPORATION	12,440 (-8.7%)	$2,170 (-14.6%)	1.0%	$92.41	+102.0%	COM	67066G104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,851 (-20.4%)	$887 (-24.1%)	0.4%	$194.92	+153.2%	CL B NEW	084670702
DFIV	DIMENSIONAL ETF TRUST	16,314 (-28.0%)	$861 (-23.8%)	0.4%	$36.75	—	INTERNATNAL VAL	25434V807
VTEB	VANGUARD MUN BD FDS	48,599 (-3.7%)	$2,425 (-4.4%)	1.1%	$51.05	—	TAX EXEMPT BD	922907746
VTWO	VANGUARD SCOTTSDALE FDS	16,182 (-3.6%)	$1,621 (-3.0%)	0.7%	$92.38	—	VNG RUS2000IDX	92206C664
CB	CHUBB LTD SWITZ	2,292 (-7.7%)	$747 (-3.6%)	0.3%	$275.21	+14.9%	COM	H1467J104

Unchanged Positions (33)

VTI VANGUARD INDEX FDS 38.7%

Value ($000) $85,548 Shares 266,662 Est. Cost $223.58 Unrealized —

PSBD PALMER SQUARE CAPITAL BDC IN 1.3%

Value ($000) $2,921 Shares 298,959 Est. Cost $13.48 Unrealized -13.7%

BUSE FIRST BUSEY CORP 1.8%

Value ($000) $3,964 Shares 156,862 Est. Cost $23.21 Unrealized +8.8%

SPY STATE STR SPDR S&P 500 ETF T 1.9%

Value ($000) $4,251 Shares 6,537 Est. Cost $330.46 Unrealized —

VXUS VANGUARD STAR FDS 4.9%

Value ($000) $10,905 Shares 141,415 Est. Cost $54.61 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value ($000) $517 Shares 3,049 Est. Cost $109.70 Unrealized +26.5%

HDV ISHARES TR 0.5%

Value ($000) $1,067 Shares 7,859 Est. Cost $110.21 Unrealized —

SPYG SPDR SERIES TRUST 0.5%

Value ($000) $1,197 Shares 12,221 Est. Cost $66.21 Unrealized —

XLK SELECT SECTOR SPDR TR 0.6%

Value ($000) $1,234 Shares 9,284 Est. Cost $147.49 Unrealized —

VOO VANGUARD INDEX FDS 0.8%

Value ($000) $1,798 Shares 3,009 Est. Cost $396.90 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.4%

Value ($000) $921 Shares 30,009 Est. Cost $45.09 Unrealized —

LLY ELI LILLY & CO 0.2%

Value ($000) $510 Shares 555 Est. Cost $722.83 Unrealized +44.9%

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value ($000) $223 Shares 919 Est. Cost $259.55 Unrealized +9.4%

QQQ INVESCO QQQ TR 0.3%

Value ($000) $754 Shares 1,306 Est. Cost $320.93 Unrealized —

BK BANK NEW YORK MELLON CORP 1.0%

Value ($000) $2,187 Shares 18,436 Est. Cost $42.71 Unrealized +181.3%

AAPL APPLE INC 0.3%

Value ($000) $639 Shares 2,516 Est. Cost $161.60 Unrealized +62.6%

GOOGL ALPHABET INC 0.2%

Value ($000) $449 Shares 1,560 Est. Cost $95.22 Unrealized +239.5%

LHX L3HARRIS TECHNOLOGIES INC 0.1%

Value ($000) $252 Shares 729 Est. Cost $271.37 Unrealized +26.4%

BA BOEING CO 0.1%

Value ($000) $212 Shares 1,067 Est. Cost $225.47 Unrealized +5.8%

RTX RTX CORPORATION 0.2%

Value ($000) $378 Shares 1,961 Est. Cost $111.08 Unrealized +77.0%

VGK VANGUARD INTL EQUITY INDEX F 0.4%

Value ($000) $801 Shares 9,718 Est. Cost $62.28 Unrealized —

SPHY SPDR SERIES TRUST 0.3%

Value ($000) $755 Shares 32,395 Est. Cost $23.40 Unrealized —

EWJ ISHARES INC 0.1%

Value ($000) $250 Shares 2,964 Est. Cost $68.56 Unrealized —

SPYV SPDR SERIES TRUST 1.1%

Value ($000) $2,440 Shares 43,133 Est. Cost $41.75 Unrealized —

IEMG ISHARES INC 0.1%

Value ($000) $225 Shares 3,219 Est. Cost $65.92 Unrealized —

VSS VANGUARD INTL EQUITY INDEX F 0.2%

Value ($000) $435 Shares 2,982 Est. Cost $115.46 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 0.6%

Value ($000) $1,362 Shares 25,195 Est. Cost $41.50 Unrealized —

GD GENERAL DYNAMICS CORP 0.1%

Value ($000) $250 Shares 729 Est. Cost $313.76 Unrealized +13.0%

EMR EMERSON ELEC CO 0.2%

Value ($000) $366 Shares 2,792 Est. Cost $135.48 Unrealized +9.6%

VTES VANGUARD WELLINGTON FD 0.5%

Value ($000) $1,080 Shares 10,674 Est. Cost $101.41 Unrealized —

HEDJ WISDOMTREE TR 0.1%

Value ($000) $230 Shares 4,400 Est. Cost $47.48 Unrealized —

SCHE SCHWAB STRATEGIC TR 0.2%

Value ($000) $418 Shares 12,698 Est. Cost $26.02 Unrealized —

IJJ ISHARES TR 0.1%

Value ($000) $262 Shares 1,977 Est. Cost $109.65 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	266,662	$85,548	38.7%	$223.58	—	TOTAL STK MKT	922908769
PSBD	PALMER SQUARE CAPITAL BDC IN	298,959	$2,921	1.3%	$13.48	-13.7%	COM SHS	69702V107
BUSE	FIRST BUSEY CORP	156,862	$3,964	1.8%	$23.21	+8.8%	COM NEW	319383204
SPY	STATE STR SPDR S&P 500 ETF T	6,537	$4,251	1.9%	$330.46	—	TR UNIT	78462F103
VXUS	VANGUARD STAR FDS	141,415	$10,905	4.9%	$54.61	—	VG TL INTL STK F	921909768
XOM	EXXON MOBIL CORP	3,049	$517	0.2%	$109.70	+26.5%	COM	30231G102
HDV	ISHARES TR	7,859	$1,067	0.5%	$110.21	—	CORE HIGH DV ETF	46429B663
SPYG	SPDR SERIES TRUST	12,221	$1,197	0.5%	$66.21	—	STATE STREET SPD	78464A409
XLK	SELECT SECTOR SPDR TR	9,284	$1,234	0.6%	$147.49	—	STATE STREET TEC	81369Y803
VOO	VANGUARD INDEX FDS	3,009	$1,798	0.8%	$396.90	—	S&P 500 ETF SHS	922908363
SCHD	SCHWAB STRATEGIC TR	30,009	$921	0.4%	$45.09	—	US DIVIDEND EQ	808524797
LLY	ELI LILLY & CO	555	$510	0.2%	$722.83	+44.9%	COM	532457108
IBM	INTERNATIONAL BUSINESS MACHS	919	$223	0.1%	$259.55	+9.4%	COM	459200101
QQQ	INVESCO QQQ TR	1,306	$754	0.3%	$320.93	—	UNIT SER 1	46090E103
BK	BANK NEW YORK MELLON CORP	18,436	$2,187	1.0%	$42.71	+181.3%	COM	064058100
AAPL	APPLE INC	2,516	$639	0.3%	$161.60	+62.6%	COM	037833100
GOOGL	ALPHABET INC	1,560	$449	0.2%	$95.22	+239.5%	CAP STK CL A	02079K305
LHX	L3HARRIS TECHNOLOGIES INC	729	$252	0.1%	$271.37	+26.4%	COM	502431109
BA	BOEING CO	1,067	$212	0.1%	$225.47	+5.8%	COM	097023105
RTX	RTX CORPORATION	1,961	$378	0.2%	$111.08	+77.0%	COM	75513E101
VGK	VANGUARD INTL EQUITY INDEX F	9,718	$801	0.4%	$62.28	—	FTSE EUROPE ETF	922042874
SPHY	SPDR SERIES TRUST	32,395	$755	0.3%	$23.40	—	STATE STREET SPD	78468R606
EWJ	ISHARES INC	2,964	$250	0.1%	$68.56	—	MSCI JAPAN ETF	46434G822
SPYV	SPDR SERIES TRUST	43,133	$2,440	1.1%	$41.75	—	STATE STREET SPD	78464A508
IEMG	ISHARES INC	3,219	$225	0.1%	$65.92	—	CORE MSCI EMKT	46434G103
VSS	VANGUARD INTL EQUITY INDEX F	2,982	$435	0.2%	$115.46	—	FTSE SMCAP ETF	922042718
VWO	VANGUARD INTL EQUITY INDEX F	25,195	$1,362	0.6%	$41.50	—	FTSE EMR MKT ETF	922042858
GD	GENERAL DYNAMICS CORP	729	$250	0.1%	$313.76	+13.0%	COM	369550108
EMR	EMERSON ELEC CO	2,792	$366	0.2%	$135.48	+9.6%	COM	291011104
VTES	VANGUARD WELLINGTON FD	10,674	$1,080	0.5%	$101.41	—	SHORT TRM TAX EX	921935870
HEDJ	WISDOMTREE TR	4,400	$230	0.1%	$47.48	—	EUROPE HEDGED EQ	97717X701
SCHE	SCHWAB STRATEGIC TR	12,698	$418	0.2%	$26.02	—	EMRG MKTEQ ETF	808524706
IJJ	ISHARES TR	1,977	$262	0.1%	$109.65	—	S&P MC 400VL ETF	464287705