SoundView Advisors Inc. Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SPSB	SPDR SERIES TRUST	1,020,108	$31	10.7%	$0.03	—	STATE STREET SPD	78464A474
BILS	SPDR SERIES TRUST	276,135	$27	9.6%	$0.10	—	STATE STREET SPD	78468R523
XHLF	BONDBLOXX ETF TRUST	519,214	$26	9.1%	$0.05	—	BLOOMBERG SIX MN	09789C788
STIP	ISHARES TR	210,264	$22	7.5%	$0.10	—	0-5 YR TIPS ETF	46429B747
IJH	ISHARES TR	176,978	$12	4.1%	$0.07	—	CORE S&P MCP ETF	464287507
IJR	ISHARES TR	90,717	$11	3.8%	$0.12	—	CORE S&P SCP ETF	464287804
VONE	VANGUARD SCOTTSDALE FDS	22,954	$7	2.5%	$0.31	—	VNG RUS1000IDX	92206C730
IEFA	ISHARES TR	64,077	$6	2.0%	$0.09	—	CORE MSCI EAFE	46432F842
VV	VANGUARD INDEX FDS	13,010	$4	1.4%	$0.31	—	LARGE CAP ETF	922908637
VTWO	VANGUARD SCOTTSDALE FDS	27,502	$3	1.0%	$0.10	—	VNG RUS2000IDX	92206C664
VO	VANGUARD INDEX FDS	5,894	$2	0.6%	$0.29	—	MID CAP ETF	922908629
IVOO	VANGUARD ADMIRAL FDS INC	15,015	$2	0.6%	$0.11	—	MIDCP 400 IDX	921932885
IVV	ISHARES TR	626	$0	0.1%	$0.68	—	CORE S&P500 ETF	464287200
BRK/B	BERKSHIRE HATHAWAY INC DEL	508	$0	0.1%	$497.53	0.0%	CL B NEW	084670702
IWR	ISHARES TR	2,642	$0	0.1%	$0.10	—	RUS MID CAP ETF	464287499
FEZ	SPDR INDEX SHS FDS	3,411	$0	0.1%	$0.06	—	EURO STOXX 50	78463X202
GOOGL	ALPHABET INC	677	$0	0.1%	$285.60	0.0%	CAP STK CL A	02079K305

Increased Positions (2)

VEA VANGUARD TAX-MANAGED FDS 15.3%

Value ($000) $44 (+10.3%) Shares 702,923 (+5.8%) Est. Cost $0.05 Unrealized —

XCEM COLUMBIA ETF TR II 0.8%

Value ($000) $2 (+14.6%) Shares 57,569 (+8.6%) Est. Cost $0.03 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VEA	VANGUARD TAX-MANAGED FDS	702,923 (+5.8%)	$44 (+10.3%)	15.3%	$0.05	—	VAN FTSE DEV MKT	921943858
XCEM	COLUMBIA ETF TR II	57,569 (+8.6%)	$2 (+14.6%)	0.8%	$0.03	—	EM CORE EX ETF	19762B202

Exited Positions (11)

XNTK SPDR SERIES TRUST 20.7%

Value ($000) $59 Shares 1,313,983 Est. Cost $0.05 Unrealized —

OEF ISHARES TR 17.5%

Value ($000) $50 Shares 547,227 Est. Cost $0.09 Unrealized —

XHYC BONDBLOXX ETF TRUST 9.4%

Value ($000) $27 Shares 534,300 Est. Cost $0.05 Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 3.6%

Value ($000) $10 Shares 52,449 Est. Cost $0.20 Unrealized —

VOOG VANGUARD ADMIRAL FDS INC 0.6%

Value ($000) $2 Shares 14,961 Est. Cost $0.11 Unrealized —

PATH UIPATH INC 0.5%

Value ($000) $1 Shares 107,640 Est. Cost $12.90 Unrealized +20.6%

AMZN AMAZON COM INC 0.5%

Value ($000) $1 Shares 6,550 Est. Cost $216.46 Unrealized +5.7%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%

Value ($000) $0 Shares 508 Est. Cost $726917.40 Unrealized +2.7%

ETN EATON CORP PLC 0.1%

Value ($000) $0 Shares 600 Est. Cost $306.71 Unrealized +15.5%

— SHOPIFY INC 0.1%

Value ($000) $0 Shares 1,380 Est. Cost $0.15 Unrealized —

SNOW SNOWFLAKE INC 0.1%

Value ($000) $0 Shares 894 Est. Cost $180.80 Unrealized +35.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
XNTK	SPDR SERIES TRUST	1,313,983	$59	20.7%	$0.05	—	—	78464A102
OEF	ISHARES TR	547,227	$50	17.5%	$0.09	—	—	464287101
XHYC	BONDBLOXX ETF TRUST	534,300	$27	9.4%	$0.05	—	—	09789C101
VGSH	VANGUARD SCOTTSDALE FDS	52,449	$10	3.6%	$0.20	—	—	92206C102
VOOG	VANGUARD ADMIRAL FDS INC	14,961	$2	0.6%	$0.11	—	—	921932505
PATH	UIPATH INC	107,640	$1	0.5%	$12.90	+20.6%	—	90364P105
AMZN	AMAZON COM INC	6,550	$1	0.5%	$216.46	+5.7%	—	023135106
BRK/A	BERKSHIRE HATHAWAY INC DEL	508	$0	0.1%	$726917.40	+2.7%	—	084670108
ETN	EATON CORP PLC	600	$0	0.1%	$306.71	+15.5%	—	G29183103
—	SHOPIFY INC	1,380	$0	0.1%	$0.15	—	—	82509LAA5
SNOW	SNOWFLAKE INC	894	$0	0.1%	$180.80	+35.0%	—	833445109

Decreased Positions (9)

MSFT MICROSOFT CORP 0.2%

Value ($000) $1 (-88.4%) Shares 1,411 (-87.5%) Est. Cost $422.35 Unrealized +18.5%

GOOG ALPHABET INC 0.4%

Value ($000) $1 (-74.0%) Shares 3,549 (-79.8%) Est. Cost $175.86 Unrealized +62.8%

LRCX LAM RESEARCH CORP 0.1%

Value ($000) $0 (-82.6%) Shares 1,937 (-86.4%) Est. Cost $75.20 Unrealized +106.6%

VOO VANGUARD INDEX FDS 25.6%

Value ($000) $73 (+1.6%) Shares 116,948 (-8.2%) Est. Cost $0.54 Unrealized —

COST COSTCO WHSL CORP NEW 0.6%

Value ($000) $2 (-38.6%) Shares 1,880 (-34.1%) Est. Cost $922.64 Unrealized -1.8%

NVDA NVIDIA CORPORATION 1.4%

Value ($000) $4 (-8.9%) Shares 22,001 (-8.8%) Est. Cost $137.07 Unrealized +35.8%

DVA DAVITA INC 0.1%

Value ($000) $0 (-37.6%) Shares 2,913 (-26.9%) Est. Cost $156.79 Unrealized -22.4%

AAPL APPLE INC 0.5%

Value ($000) $2 (+4.9%) Shares 5,579 (-1.7%) Est. Cost $234.51 Unrealized +14.4%

QQQ INVESCO QQQ TR 1.4%

Value ($000) $4 (+1.1%) Shares 6,400 (-1.2%) Est. Cost $0.52 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	1,411 (-87.5%)	$1 (-88.4%)	0.2%	$422.35	+18.5%	COM	594918104
GOOG	ALPHABET INC	3,549 (-79.8%)	$1 (-74.0%)	0.4%	$175.86	+62.8%	CAP STK CL C	02079K107
LRCX	LAM RESEARCH CORP	1,937 (-86.4%)	$0 (-82.6%)	0.1%	$75.20	+106.6%	COM NEW	512807306
VOO	VANGUARD INDEX FDS	116,948 (-8.2%)	$73 (+1.6%)	25.6%	$0.54	—	S&P 500 ETF SHS	922908363
COST	COSTCO WHSL CORP NEW	1,880 (-34.1%)	$2 (-38.6%)	0.6%	$922.64	-1.8%	COM	22160K105
NVDA	NVIDIA CORPORATION	22,001 (-8.8%)	$4 (-8.9%)	1.4%	$137.07	+35.8%	COM	67066G104
DVA	DAVITA INC	2,913 (-26.9%)	$0 (-37.6%)	0.1%	$156.79	-22.4%	COM	23918K108
AAPL	APPLE INC	5,579 (-1.7%)	$2 (+4.9%)	0.5%	$234.51	+14.4%	COM	037833100
QQQ	INVESCO QQQ TR	6,400 (-1.2%)	$4 (+1.1%)	1.4%	$0.52	—	UNIT SER 1	46090E103

Unchanged Positions (2)

DIA SPDR DOW JONES INDL AVERAGE 0.1%

Value ($000) $0 Shares 689 Est. Cost $0.42 Unrealized —

CVX CHEVRON CORP NEW 0.1%

Value ($000) $0 Shares 2,631 Est. Cost $145.49 Unrealized +4.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DIA	SPDR DOW JONES INDL AVERAGE	689	$0	0.1%	$0.42	—	UT SER 1	78467X109
CVX	CHEVRON CORP NEW	2,631	$0	0.1%	$145.49	+4.1%	COM	166764100