JDH Wealth Management, LLC Long-Term Concentrated

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VGIT	VANGUARD SCOTTSDALE FDS	85,017 (+11.0%)	$5,095 (+10.8%)	3.5%	$58.91	—	INTER TERM TREAS	92206C706
BSVO	EA SERIES TRUST	381,784 (+1.3%)	$8,896 (+4.2%)	6.1%	$21.54	—	EA BRIDGEWAY OMN	02072L532
DFGR	DIMENSIONAL ETF TRUST	168,132 (+7.9%)	$4,442 (+4.4%)	3.0%	$25.84	—	GLOBAL REAL EST	25434V658
DFNM	DIMENSIONAL ETF TRUST	12,419 (+37.7%)	$598 (+38.3%)	0.4%	$47.82	—	NATL MUN BD ETF	25434V849
AMZN	AMAZON COM INC	2,872 (+14.1%)	$663 (+20.0%)	0.5%	$207.83	+10.1%	COM	023135106
DHR	DANAHER CORPORATION	1,209 (+1.7%)	$277 (+17.4%)	0.2%	$239.52	-8.3%	COM	235851102
F	FORD MTR CO	10,239 (+1.1%)	$134 (+10.9%)	0.1%	$11.34	+13.1%	COM	345370860
META	META PLATFORMS INC	551 (+9.5%)	$364 (-1.5%)	0.2%	$600.42	+11.1%	CL A	30303M102

Exited Positions (1)

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $253 Shares 504 Est. Cost $486.87 Unrealized +2.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	504	$253	0.2%	$486.87	+2.2%	—	084670702

Decreased Positions (9)

DISV DIMENSIONAL ETF TRUST 3.3%

Value ($000) $4,760 (+3.8%) Shares 125,273 (-2.5%) Est. Cost $27.00 Unrealized —

VLUE ISHARES TR 1.6%

Value ($000) $2,281 (+6.5%) Shares 16,683 (-2.6%) Est. Cost $106.44 Unrealized —

DFEM DIMENSIONAL ETF TRUST 2.2%

Value ($000) $3,254 (+2.0%) Shares 98,378 (-1.2%) Est. Cost $26.76 Unrealized —

DFSD DIMENSIONAL ETF TRUST 0.8%

Value ($000) $1,151 (-4.7%) Shares 23,995 (-4.2%) Est. Cost $47.48 Unrealized —

EFV ISHARES TR 0.9%

Value ($000) $1,349 (+3.0%) Shares 18,888 (-2.2%) Est. Cost $52.47 Unrealized —

AVDV AMERICAN CENTY ETF TR 0.2%

Value ($000) $296 (-10.9%) Shares 3,151 (-15.6%) Est. Cost $65.08 Unrealized —

IXUS ISHARES TR 0.3%

Value ($000) $442 (-6.0%) Shares 5,228 (-8.3%) Est. Cost $66.14 Unrealized —

DFAI DIMENSIONAL ETF TRUST 0.6%

Value ($000) $906 (-1.7%) Shares 23,781 (-6.3%) Est. Cost $31.49 Unrealized —

IVLU ISHARES TR 1.1%

Value ($000) $1,661 (-0.1%) Shares 43,642 (-6.8%) Est. Cost $27.29 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DISV	DIMENSIONAL ETF TRUST	125,273 (-2.5%)	$4,760 (+3.8%)	3.3%	$27.00	—	INTL SMALL CAP V	25434V781
VLUE	ISHARES TR	16,683 (-2.6%)	$2,281 (+6.5%)	1.6%	$106.44	—	MSCI USA VALUE	46432F388
DFEM	DIMENSIONAL ETF TRUST	98,378 (-1.2%)	$3,254 (+2.0%)	2.2%	$26.76	—	EMERGING MKTS CO	25434V732
DFSD	DIMENSIONAL ETF TRUST	23,995 (-4.2%)	$1,151 (-4.7%)	0.8%	$47.48	—	SHORT DURATION F	25434V864
EFV	ISHARES TR	18,888 (-2.2%)	$1,349 (+3.0%)	0.9%	$52.47	—	EAFE VALUE ETF	464288877
AVDV	AMERICAN CENTY ETF TR	3,151 (-15.6%)	$296 (-10.9%)	0.2%	$65.08	—	INTL SMCP VLU	025072802
IXUS	ISHARES TR	5,228 (-8.3%)	$442 (-6.0%)	0.3%	$66.14	—	CORE MSCI TOTAL	46432F834
DFAI	DIMENSIONAL ETF TRUST	23,781 (-6.3%)	$906 (-1.7%)	0.6%	$31.49	—	INTL CORE EQT MK	25434V203
IVLU	ISHARES TR	43,642 (-6.8%)	$1,661 (-0.1%)	1.1%	$27.29	—	MSCI INTL VLU FT	46435G409

Unchanged Positions (33)

DFIV DIMENSIONAL ETF TRUST 10.2%

Value ($000) $14,910 Shares 298,802 Est. Cost $35.48 Unrealized —

DFAC DIMENSIONAL ETF TRUST 13.5%

Value ($000) $19,666 Shares 496,744 Est. Cost $34.59 Unrealized —

DFUV DIMENSIONAL ETF TRUST 7.2%

Value ($000) $10,442 Shares 224,116 Est. Cost $41.00 Unrealized —

DFAT DIMENSIONAL ETF TRUST 9.2%

Value ($000) $13,464 Shares 226,128 Est. Cost $55.66 Unrealized —

DFIC DIMENSIONAL ETF TRUST 4.6%

Value ($000) $6,638 Shares 192,625 Est. Cost $26.56 Unrealized —

DFUS DIMENSIONAL ETF TRUST 5.8%

Value ($000) $8,421 Shares 113,541 Est. Cost $63.88 Unrealized —

DFAU DIMENSIONAL ETF TRUST 4.6%

Value ($000) $6,730 Shares 143,799 Est. Cost $40.55 Unrealized —

AAPL APPLE INC 1.1%

Value ($000) $1,663 Shares 6,117 Est. Cost $234.37 Unrealized +14.5%

GOOGL ALPHABET INC 0.3%

Value ($000) $458 Shares 1,464 Est. Cost $174.74 Unrealized +63.4%

IBIT ISHARES BITCOIN TRUST ETF 0.2%

Value ($000) $320 Shares 6,444 Est. Cost $47.23 Unrealized —

DFAS DIMENSIONAL ETF TRUST 4.7%

Value ($000) $6,920 Shares 99,321 Est. Cost $64.78 Unrealized —

GOOG ALPHABET INC 0.3%

Value ($000) $394 Shares 1,257 Est. Cost $165.53 Unrealized +73.0%

DFAX DIMENSIONAL ETF TRUST 1.3%

Value ($000) $1,874 Shares 57,269 Est. Cost $24.86 Unrealized —

AVUV AMERICAN CENTY ETF TR 2.2%

Value ($000) $3,268 Shares 32,047 Est. Cost $93.89 Unrealized —

MSFT MICROSOFT CORP 0.5%

Value ($000) $690 Shares 1,426 Est. Cost $424.15 Unrealized +18.0%

DFAE DIMENSIONAL ETF TRUST 1.1%

Value ($000) $1,634 Shares 50,163 Est. Cost $28.95 Unrealized —

DFIS DIMENSIONAL ETF TRUST 0.9%

Value ($000) $1,256 Shares 38,130 Est. Cost $24.65 Unrealized —

ITOT ISHARES TR 1.1%

Value ($000) $1,576 Shares 10,599 Est. Cost $133.72 Unrealized —

RMBS RAMBUS INC DEL 0.2%

Value ($000) $236 Shares 2,570 Est. Cost $77.09 Unrealized +27.7%

VTIP VANGUARD MALVERN FDS 0.6%

Value ($000) $948 Shares 19,167 Est. Cost $49.42 Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%

Value ($000) $332 Shares 1,093 Est. Cost $226.49 Unrealized —

DFSV DIMENSIONAL ETF TRUST 0.4%

Value ($000) $631 Shares 19,182 Est. Cost $29.43 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 0.3%

Value ($000) $411 Shares 6,583 Est. Cost $47.82 Unrealized —

VXUS VANGUARD STAR FDS 0.4%

Value ($000) $594 Shares 7,880 Est. Cost $58.93 Unrealized —

AVGO BROADCOM INC 0.2%

Value ($000) $280 Shares 810 Est. Cost $215.92 Unrealized +65.3%

DFAR DIMENSIONAL ETF TRUST 0.2%

Value ($000) $275 Shares 12,014 Est. Cost $23.27 Unrealized —

DIA SPDR DOW JONES INDL AVERAGE 0.2%

Value ($000) $224 Shares 466 Est. Cost $440.65 Unrealized —

TSLA TESLA INC 0.5%

Value ($000) $701 Shares 1,559 Est. Cost $320.11 Unrealized +38.5%

JPM JPMORGAN CHASE & CO. 0.3%

Value ($000) $368 Shares 1,141 Est. Cost $228.29 Unrealized +35.6%

VSS VANGUARD INTL EQUITY INDEX F 0.8%

Value ($000) $1,140 Shares 7,951 Est. Cost $114.48 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.2%

Value ($000) $229 Shares 1,620 Est. Cost $117.34 Unrealized —

VGSR MANAGER DIRECTED PORTFOLIOS 0.1%

Value ($000) $171 Shares 16,432 Est. Cost $10.12 Unrealized —

NVDA NVIDIA CORPORATION 1.5%

Value ($000) $2,207 Shares 11,833 Est. Cost $137.02 Unrealized +35.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DFIV	DIMENSIONAL ETF TRUST	298,802	$14,910	10.2%	$35.48	—	INTERNATNAL VAL	25434V807
DFAC	DIMENSIONAL ETF TRUST	496,744	$19,666	13.5%	$34.59	—	US CORE EQUITY 2	25434V708
DFUV	DIMENSIONAL ETF TRUST	224,116	$10,442	7.2%	$41.00	—	US MKTWIDE VALUE	25434V724
DFAT	DIMENSIONAL ETF TRUST	226,128	$13,464	9.2%	$55.66	—	US TARGETED VLU	25434V609
DFIC	DIMENSIONAL ETF TRUST	192,625	$6,638	4.6%	$26.56	—	INTL CORE EQUITY	25434V799
DFUS	DIMENSIONAL ETF TRUST	113,541	$8,421	5.8%	$63.88	—	US EQUITY MARKET	25434V401
DFAU	DIMENSIONAL ETF TRUST	143,799	$6,730	4.6%	$40.55	—	US CORE EQT MKT	25434V104
AAPL	APPLE INC	6,117	$1,663	1.1%	$234.37	+14.5%	COM	037833100
GOOGL	ALPHABET INC	1,464	$458	0.3%	$174.74	+63.4%	CAP STK CL A	02079K305
IBIT	ISHARES BITCOIN TRUST ETF	6,444	$320	0.2%	$47.23	—	SHS BEN INT	46438F101
DFAS	DIMENSIONAL ETF TRUST	99,321	$6,920	4.7%	$64.78	—	US SMALL CAP ETF	25434V500
GOOG	ALPHABET INC	1,257	$394	0.3%	$165.53	+73.0%	CAP STK CL C	02079K107
DFAX	DIMENSIONAL ETF TRUST	57,269	$1,874	1.3%	$24.86	—	WORLD EX US CORE	25434V880
AVUV	AMERICAN CENTY ETF TR	32,047	$3,268	2.2%	$93.89	—	US SML CP VALU	025072877
MSFT	MICROSOFT CORP	1,426	$690	0.5%	$424.15	+18.0%	COM	594918104
DFAE	DIMENSIONAL ETF TRUST	50,163	$1,634	1.1%	$28.95	—	EMGR CRE EQT MNG	25434V302
DFIS	DIMENSIONAL ETF TRUST	38,130	$1,256	0.9%	$24.65	—	INTL SMALL CAP E	25434V773
ITOT	ISHARES TR	10,599	$1,576	1.1%	$133.72	—	CORE S&P TTL STK	464287150
RMBS	RAMBUS INC DEL	2,570	$236	0.2%	$77.09	+27.7%	COM	750917106
VTIP	VANGUARD MALVERN FDS	19,167	$948	0.6%	$49.42	—	STRM INFPROIDX	922020805
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,093	$332	0.2%	$226.49	—	SPONSORED ADS	874039100
DFSV	DIMENSIONAL ETF TRUST	19,182	$631	0.4%	$29.43	—	US SMALL CAP VAL	25434V815
VEA	VANGUARD TAX-MANAGED FDS	6,583	$411	0.3%	$47.82	—	VAN FTSE DEV MKT	921943858
VXUS	VANGUARD STAR FDS	7,880	$594	0.4%	$58.93	—	VG TL INTL STK F	921909768
AVGO	BROADCOM INC	810	$280	0.2%	$215.92	+65.3%	COM	11135F101
DFAR	DIMENSIONAL ETF TRUST	12,014	$275	0.2%	$23.27	—	US REAL ESTATE E	25434V823
DIA	SPDR DOW JONES INDL AVERAGE	466	$224	0.2%	$440.65	—	UT SER 1	78467X109
TSLA	TESLA INC	1,559	$701	0.5%	$320.11	+38.5%	COM	88160R101
JPM	JPMORGAN CHASE & CO.	1,141	$368	0.3%	$228.29	+35.6%	COM	46625H100
VSS	VANGUARD INTL EQUITY INDEX F	7,951	$1,140	0.8%	$114.48	—	FTSE SMCAP ETF	922042718
VT	VANGUARD INTL EQUITY INDEX F	1,620	$229	0.2%	$117.34	—	TT WRLD ST ETF	922042742
VGSR	MANAGER DIRECTED PORTFOLIOS	16,432	$171	0.1%	$10.12	—	VERT GLB SUST RE	56170L695
NVDA	NVIDIA CORPORATION	11,833	$2,207	1.5%	$137.02	+35.8%	COM	67066G104