Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SGOV	ISHARES TR	4,483	$451K	0.4%	$100.67	—	0-3 MTH TREASURY	46436E718
IEFA	ISHARES TR	4,605	$445K	0.4%	$96.58	—	CORE MSCI EAFE	46432F842
GOOGL	ALPHABET INC	625	$223K	0.2%	$357.57	—	CAP STK CL A	02079K305
ITOT	ISHARES TR	1,355	$223K	0.2%	$164.27	—	CORE S&P TTL STK	464287150
VB	VANGUARD INDEX FDS	685	$208K	0.2%	$303.12	—	SMALL CP ETF	922908751

Increased Positions (14)

SUSL ISHARES TR 9.0%

Value $9.34M (+37.3%) Shares 70,355 (+17.5%) Est. Cost $121.00 Unrealized —

ESGD ISHARES TR 7.4%

Value $7.725M (+22.7%) Shares 75,138 (+14.1%) Est. Cost $96.08 Unrealized —

EUSB ISHARES TR 3.2%

Value $3.331M (+67.6%) Shares 76,669 (+67.8%) Est. Cost $43.61 Unrealized —

SPDW SPDR INDEX SHS FDS 10.2%

Value $10.61M (+11.8%) Shares 210,482 (+1.4%) Est. Cost $44.49 Unrealized —

IVV ISHARES TR 1.2%

Value $1.274M (+252.1%) Shares 1,701 (+207.0%) Est. Cost $727.82 Unrealized —

VXF VANGUARD INDEX FDS 3.8%

Value $3.938M (+23.2%) Shares 15,995 (+3.1%) Est. Cost $210.24 Unrealized —

NUSC NUSHARES ETF TR 2.2%

Value $2.291M (+25.6%) Shares 43,965 (+8.6%) Est. Cost $45.32 Unrealized —

SPEM SPDR INDEX SHS FDS 3.1%

Value $3.228M (+13.6%) Shares 62,343 (+3.0%) Est. Cost $46.96 Unrealized —

IUSB ISHARES TR 6.5%

Value $6.824M (+5.9%) Shares 147,870 (+6.0%) Est. Cost $46.48 Unrealized —

IAGG ISHARES TR 5.1%

Value $5.299M (+7.0%) Shares 104,732 (+5.8%) Est. Cost $50.05 Unrealized —

ESGV VANGUARD WORLD FD 1.3%

Value $1.338M (+19.8%) Shares 10,117 (+1.7%) Est. Cost $121.15 Unrealized —

VTEB VANGUARD MUN BD FDS 6.7%

Value $7.027M (+3.2%) Shares 138,926 (+1.8%) Est. Cost $50.30 Unrealized —

MUB ISHARES TR 1.4%

Value $1.479M (+11.6%) Shares 13,740 (+10.1%) Est. Cost $107.12 Unrealized —

VSGX VANGUARD WORLD FD 0.3%

Value $276K (+16.7%) Shares 3,353 (+1.7%) Est. Cost $71.80 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SUSL	ISHARES TR	70,355 (+17.5%)	$9.34M (+37.3%)	9.0%	$121.00	—	ESG MSCI LEADR	46435U218
ESGD	ISHARES TR	75,138 (+14.1%)	$7.725M (+22.7%)	7.4%	$96.08	—	ESG AW MSCI EAFE	46435G516
EUSB	ISHARES TR	76,669 (+67.8%)	$3.331M (+67.6%)	3.2%	$43.61	—	ESG ADVAN ETF	46436E619
SPDW	SPDR INDEX SHS FDS	210,482 (+1.4%)	$10.61M (+11.8%)	10.2%	$44.49	—	ST STR PO EX ETF	78463X889
IVV	ISHARES TR	1,701 (+207.0%)	$1.274M (+252.1%)	1.2%	$727.82	—	CORE S&P500 ETF	464287200
VXF	VANGUARD INDEX FDS	15,995 (+3.1%)	$3.938M (+23.2%)	3.8%	$210.24	—	EXTEND MKT ETF	922908652
NUSC	NUSHARES ETF TR	43,965 (+8.6%)	$2.291M (+25.6%)	2.2%	$45.32	—	NUVEEN ESG SMLCP	67092P607
SPEM	SPDR INDEX SHS FDS	62,343 (+3.0%)	$3.228M (+13.6%)	3.1%	$46.96	—	ST PORT MARK ETF	78463X509
IUSB	ISHARES TR	147,870 (+6.0%)	$6.824M (+5.9%)	6.5%	$46.48	—	CORE UNIVRSL USD	46434V613
IAGG	ISHARES TR	104,732 (+5.8%)	$5.299M (+7.0%)	5.1%	$50.05	—	CORE INTL AGGR	46435G672
ESGV	VANGUARD WORLD FD	10,117 (+1.7%)	$1.338M (+19.8%)	1.3%	$121.15	—	ESG US STK ETF	921910733
VTEB	VANGUARD MUN BD FDS	138,926 (+1.8%)	$7.027M (+3.2%)	6.7%	$50.30	—	TAX EXEMPT BD	922907746
MUB	ISHARES TR	13,740 (+10.1%)	$1.479M (+11.6%)	1.4%	$107.12	—	NATIONAL MUN ETF	464288414
VSGX	VANGUARD WORLD FD	3,353 (+1.7%)	$276K (+16.7%)	0.3%	$71.80	—	ESG INTL STK ETF	921910725

Decreased Positions (13)

VOO VANGUARD INDEX FDS 15.3%

Value $15.94M (+11.9%) Shares 23,209 (-2.5%) Est. Cost $625.98 Unrealized —

AAPL APPLE INC 10.2%

Value $10.59M (+11.4%) Shares 36,598 (-2.3%) Est. Cost $268.17 Unrealized —

FRDM EA SERIES TRUST 3.1%

Value $3.189M (+30.5%) Shares 43,748 (-2.2%) Est. Cost $51.37 Unrealized —

META META PLATFORMS INC 0.2%

Value $207K (-29.2%) Shares 368 (-28.1%) Est. Cost $664.31 Unrealized —

JMSI J P MORGAN EXCHANGE TRADED F 0.3%

Value $303K (-19.7%) Shares 6,015 (-20.8%) Est. Cost $50.38 Unrealized —

EAGG ISHARES TR 0.4%

Value $453K (-13.5%) Shares 9,564 (-13.2%) Est. Cost $47.85 Unrealized —

ESGU ISHARES TR 1.2%

Value $1.263M (+4.9%) Shares 7,720 (-9.4%) Est. Cost $148.99 Unrealized —

MSFT MICROSOFT CORP 0.5%

Value $538K (-9.6%) Shares 1,441 (-10.3%) Est. Cost $500.58 Unrealized —

ESML ISHARES TR 0.2%

Value $247K (-18.4%) Shares 4,420 (-31.4%) Est. Cost $45.98 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 0.4%

Value $449K (-10.4%) Shares 9,267 (-11.1%) Est. Cost $48.32 Unrealized —

ESGE ISHARES INC 0.5%

Value $572K (+8.1%) Shares 10,458 (-10.1%) Est. Cost $44.17 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.4%

Value $406K (-5.4%) Shares 2,585 (-16.6%) Est. Cost $140.51 Unrealized —

SCHF SCHWAB STRATEGIC TR 0.2%

Value $232K (+2.3%) Shares 8,368 (-8.6%) Est. Cost $24.04 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	23,209 (-2.5%)	$15.94M (+11.9%)	15.3%	$625.98	—	S&P 500 ETF SHS	922908363
AAPL	APPLE INC	36,598 (-2.3%)	$10.59M (+11.4%)	10.2%	$268.17	—	COM	037833100
FRDM	EA SERIES TRUST	43,748 (-2.2%)	$3.189M (+30.5%)	3.1%	$51.37	—	FREEDOM 100 EM	02072L607
META	META PLATFORMS INC	368 (-28.1%)	$207K (-29.2%)	0.2%	$664.31	—	CL A	30303M102
JMSI	J P MORGAN EXCHANGE TRADED F	6,015 (-20.8%)	$303K (-19.7%)	0.3%	$50.38	—	SUST MUNI IN ETF	46654Q815
EAGG	ISHARES TR	9,564 (-13.2%)	$453K (-13.5%)	0.4%	$47.85	—	ESG AWR US AGRGT	46435U549
ESGU	ISHARES TR	7,720 (-9.4%)	$1.263M (+4.9%)	1.2%	$148.99	—	ESG AWR MSCI USA	46435G425
MSFT	MICROSOFT CORP	1,441 (-10.3%)	$538K (-9.6%)	0.5%	$500.58	—	COM	594918104
ESML	ISHARES TR	4,420 (-31.4%)	$247K (-18.4%)	0.2%	$45.98	—	ESG AWARE MSCI	46435U663
BNDX	VANGUARD CHARLOTTE FDS	9,267 (-11.1%)	$449K (-10.4%)	0.4%	$48.32	—	TOTAL INT BD ETF	92203J407
ESGE	ISHARES INC	10,458 (-10.1%)	$572K (+8.1%)	0.5%	$44.17	—	ESG AWR MSCI EM	46434G863
VT	VANGUARD INTL EQUITY INDEX F	2,585 (-16.6%)	$406K (-5.4%)	0.4%	$140.51	—	TT WRLD ST ETF	922042742
SCHF	SCHWAB STRATEGIC TR	8,368 (-8.6%)	$232K (+2.3%)	0.2%	$24.04	—	INTL EQTY ETF	808524805

Unchanged Positions (6)

VTI VANGUARD INDEX FDS 2.6%

Value $2.663M Shares 7,197 Est. Cost $335.26 Unrealized —

GOOG ALPHABET INC 0.4%

Value $376K Shares 1,065 Est. Cost $286.33 Unrealized —

AVGO BROADCOM INC 0.3%

Value $307K Shares 813 Est. Cost $357.00 Unrealized —

NVDA NVIDIA CORPORATION 0.3%

Value $286K Shares 1,428 Est. Cost $186.13 Unrealized —

AOM ISHARES TR 0.3%

Value $347K Shares 6,960 Est. Cost $47.73 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $339K Shares 678 Est. Cost $497.53 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	7,197	$2.663M	2.6%	$335.26	—	TOTAL STK MKT	922908769
GOOG	ALPHABET INC	1,065	$376K	0.4%	$286.33	—	CAP STK CL C	02079K107
AVGO	BROADCOM INC	813	$307K	0.3%	$357.00	—	COM	11135F101
NVDA	NVIDIA CORPORATION	1,428	$286K	0.3%	$186.13	—	COM	67066G104
AOM	ISHARES TR	6,960	$347K	0.3%	$47.73	—	CORE 40 MODE ETF	464289875
BRK/B	BERKSHIRE HATHAWAY INC DEL	678	$339K	0.3%	$497.53	—	CL B NEW	084670702