Clarity Wealth Development LLC Long-Term Concentrated

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFSV	DIMENSIONAL ETF TRUST	453,367 (+12.2%)	$14,911 (+15.8%)	12.6%	$31.41	—	US SMALL CAP VAL	25434V815
VTI	VANGUARD INDEX FDS	71,315 (+6.0%)	$23,910 (+5.2%)	20.2%	$301.79	—	TOTAL STK MKT	922908769
VEA	VANGUARD TAX-MANAGED FDS	212,910 (+7.9%)	$13,300 (+9.4%)	11.3%	$51.29	—	VAN FTSE DEV MKT	921943858
SCHR	SCHWAB STRATEGIC TR	386,777 (+11.5%)	$9,700 (+10.5%)	8.2%	$24.61	—	INT-TRM U.S TRES	808524854
DISV	DIMENSIONAL ETF TRUST	146,020 (+11.5%)	$5,549 (+17.6%)	4.7%	$29.17	—	INTL SMALL CAP V	25434V781
DFEM	DIMENSIONAL ETF TRUST	224,048 (+12.7%)	$7,412 (+11.9%)	6.3%	$27.42	—	EMERGING MKTS CO	25434V732
DFGR	DIMENSIONAL ETF TRUST	171,241 (+16.2%)	$4,524 (+12.2%)	3.8%	$26.06	—	GLOBAL REAL EST	25434V658
MUNI	PIMCO ETF TR	38,493 (+13.6%)	$2,017 (+13.0%)	1.7%	$52.01	—	INTER MUN BD ACT	72201R866
NUDM	NUSHARES ETF TR	111,489 (+1.5%)	$4,037 (-5.1%)	3.4%	$31.48	—	NUVEEN ESG INTL	67092P805
VCIT	VANGUARD SCOTTSDALE FDS	25,319 (+10.0%)	$2,120 (+8.7%)	1.8%	$81.43	—	INT-TERM CORP	92206C870
SUSB	ISHARES TR	127,177 (+5.7%)	$3,210 (+5.1%)	2.7%	$24.89	—	ESG AWRE 1 5 YR	46435G243
REET	ISHARES TR	20,506 (+46.0%)	$512 (+42.1%)	0.4%	$24.65	—	GLOBAL REIT ETF	46434V647
VCSH	VANGUARD SCOTTSDALE FDS	17,810 (+8.6%)	$1,420 (+8.1%)	1.2%	$78.71	—	SHRT TRM CORP BD	92206C409
VCEB	VANGUARD WORLD FD	14,285 (+6.0%)	$909 (+4.0%)	0.8%	$62.58	—	ESG US CORP BD	921910691
VIG	VANGUARD SPECIALIZED FUNDS	3,318 (+2.2%)	$729 (+2.3%)	0.6%	$202.59	—	DIV APP ETF	921908844
NULV	NUSHARES ETF TR	9,591 (+1.3%)	$432 (+2.2%)	0.4%	$41.02	—	NUVEEN ESG LRGVL	67092P300

Decreased Positions (5)

SPTI SPDR SERIES TRUST 1.5%

Value ($000) $1,756 (-8.2%) Shares 60,891 (-7.4%) Est. Cost $28.06 Unrealized —

AVEM AMERICAN CENTY ETF TR 0.9%

Value ($000) $1,083 (-3.0%) Shares 14,059 (-1.7%) Est. Cost $59.21 Unrealized —

AVDV AMERICAN CENTY ETF TR 0.6%

Value ($000) $683 (+2.2%) Shares 7,267 (-2.1%) Est. Cost $66.58 Unrealized —

AAPL APPLE INC 2.6%

Value ($000) $3,124 (-0.2%) Shares 11,492 (-1.3%) Est. Cost $234.51 Unrealized +14.4%

SLYV SPDR SERIES TRUST 0.5%

Value ($000) $596 (-0.4%) Shares 6,555 (-1.2%) Est. Cost $88.84 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPTI	SPDR SERIES TRUST	60,891 (-7.4%)	$1,756 (-8.2%)	1.5%	$28.06	—	STATE STREET SPD	78464A672
AVEM	AMERICAN CENTY ETF TR	14,059 (-1.7%)	$1,083 (-3.0%)	0.9%	$59.21	—	AVANTIS EMGMKT	025072604
AVDV	AMERICAN CENTY ETF TR	7,267 (-2.1%)	$683 (+2.2%)	0.6%	$66.58	—	INTL SMCP VLU	025072802
AAPL	APPLE INC	11,492 (-1.3%)	$3,124 (-0.2%)	2.6%	$234.51	+14.4%	COM	037833100
SLYV	SPDR SERIES TRUST	6,555 (-1.2%)	$596 (-0.4%)	0.5%	$88.84	—	STATE STREET SPD	78464A300

Unchanged Positions (24)

MSFT MICROSOFT CORP 1.5%

Value ($000) $1,756 Shares 3,630 Est. Cost $424.44 Unrealized +17.9%

GOOG ALPHABET INC 0.6%

Value ($000) $666 Shares 2,121 Est. Cost $175.67 Unrealized +63.0%

NUEM NUSHARES ETF TR 1.8%

Value ($000) $2,086 Shares 58,618 Est. Cost $29.15 Unrealized —

GOOGL ALPHABET INC 0.3%

Value ($000) $401 Shares 1,280 Est. Cost $174.14 Unrealized +64.0%

HON HONEYWELL INTL INC 0.4%

Value ($000) $465 Shares 2,383 Est. Cost $203.59 Unrealized -4.2%

NKE NIKE INC 0.7%

Value ($000) $800 Shares 12,562 Est. Cost $59.08 Unrealized +9.9%

COST COSTCO WHSL CORP NEW 0.5%

Value ($000) $582 Shares 675 Est. Cost $922.64 Unrealized -1.8%

NUSC NUSHARES ETF TR 2.7%

Value ($000) $3,158 Shares 70,724 Est. Cost $43.49 Unrealized —

SO SOUTHERN CO 0.4%

Value ($000) $473 Shares 5,430 Est. Cost $84.51 Unrealized +7.5%

PG PROCTER AND GAMBLE CO 0.3%

Value ($000) $395 Shares 2,753 Est. Cost $160.77 Unrealized -8.5%

NULG NUSHARES ETF TR 0.4%

Value ($000) $446 Shares 4,564 Est. Cost $87.79 Unrealized —

DFIV DIMENSIONAL ETF TRUST 0.2%

Value ($000) $225 Shares 4,507 Est. Cost $46.81 Unrealized —

QQQ INVESCO QQQ TR 0.3%

Value ($000) $406 Shares 660 Est. Cost $522.42 Unrealized —

QCOM QUALCOMM INC 0.2%

Value ($000) $207 Shares 1,209 Est. Cost $157.20 Unrealized +8.6%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $265 Shares 527 Est. Cost $461.73 Unrealized +7.8%

MA MASTERCARD INCORPORATED 0.5%

Value ($000) $567 Shares 993 Est. Cost $514.68 Unrealized +8.6%

NEE NEXTERA ENERGY INC 0.2%

Value ($000) $225 Shares 2,800 Est. Cost $72.21 Unrealized +14.2%

VUG VANGUARD INDEX FDS 0.2%

Value ($000) $280 Shares 574 Est. Cost $418.18 Unrealized —

DFUS DIMENSIONAL ETF TRUST 1.0%

Value ($000) $1,176 Shares 15,861 Est. Cost $65.71 Unrealized —

BA BOEING CO 0.2%

Value ($000) $220 Shares 1,013 Est. Cost $156.93 Unrealized +31.1%

IVV ISHARES TR 0.4%

Value ($000) $507 Shares 740 Est. Cost $604.32 Unrealized —

V VISA INC 0.4%

Value ($000) $507 Shares 1,445 Est. Cost $298.33 Unrealized +14.1%

ABBV ABBVIE INC 0.2%

Value ($000) $228 Shares 997 Est. Cost $177.41 Unrealized +28.3%

MUB ISHARES TR 0.2%

Value ($000) $232 Shares 2,170 Est. Cost $106.54 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	3,630	$1,756	1.5%	$424.44	+17.9%	COM	594918104
GOOG	ALPHABET INC	2,121	$666	0.6%	$175.67	+63.0%	CAP STK CL C	02079K107
NUEM	NUSHARES ETF TR	58,618	$2,086	1.8%	$29.15	—	NUVEEN ESG EMRGN	67092P888
GOOGL	ALPHABET INC	1,280	$401	0.3%	$174.14	+64.0%	CAP STK CL A	02079K305
HON	HONEYWELL INTL INC	2,383	$465	0.4%	$203.59	-4.2%	COM	438516106
NKE	NIKE INC	12,562	$800	0.7%	$59.08	+9.9%	CL B	654106103
COST	COSTCO WHSL CORP NEW	675	$582	0.5%	$922.64	-1.8%	COM	22160K105
NUSC	NUSHARES ETF TR	70,724	$3,158	2.7%	$43.49	—	NUVEEN ESG SMLCP	67092P607
SO	SOUTHERN CO	5,430	$473	0.4%	$84.51	+7.5%	COM	842587107
PG	PROCTER AND GAMBLE CO	2,753	$395	0.3%	$160.77	-8.5%	COM	742718109
NULG	NUSHARES ETF TR	4,564	$446	0.4%	$87.79	—	NUVEEN ESG LRGCP	67092P201
DFIV	DIMENSIONAL ETF TRUST	4,507	$225	0.2%	$46.81	—	INTERNATNAL VAL	25434V807
QQQ	INVESCO QQQ TR	660	$406	0.3%	$522.42	—	UNIT SER 1	46090E103
QCOM	QUALCOMM INC	1,209	$207	0.2%	$157.20	+8.6%	COM	747525103
BRK/B	BERKSHIRE HATHAWAY INC DEL	527	$265	0.2%	$461.73	+7.8%	CL B NEW	084670702
MA	MASTERCARD INCORPORATED	993	$567	0.5%	$514.68	+8.6%	CL A	57636Q104
NEE	NEXTERA ENERGY INC	2,800	$225	0.2%	$72.21	+14.2%	COM	65339F101
VUG	VANGUARD INDEX FDS	574	$280	0.2%	$418.18	—	GROWTH ETF	922908736
DFUS	DIMENSIONAL ETF TRUST	15,861	$1,176	1.0%	$65.71	—	US EQUITY MARKET	25434V401
BA	BOEING CO	1,013	$220	0.2%	$156.93	+31.1%	COM	097023105
IVV	ISHARES TR	740	$507	0.4%	$604.32	—	CORE S&P500 ETF	464287200
V	VISA INC	1,445	$507	0.4%	$298.33	+14.1%	COM CL A	92826C839
ABBV	ABBVIE INC	997	$228	0.2%	$177.41	+28.3%	COM	00287Y109
MUB	ISHARES TR	2,170	$232	0.2%	$106.54	—	NATIONAL MUN ETF	464288414