Sunflower Bank, N.A. Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PYLD	PIMCO TRUST MULTISECTOR BOND ET	1,618,877	$43,192	10.9%	$26.68	—	Equities	72201R585
EVSM	EATON VANCE SHORT DURATION MUNI	190,799	$9,611	2.4%	$50.37	—	Equities	61774R858
WM	WASTE MGMT INC DEL COMMON	1,553	$341	0.1%	$212.55	0.0%	Equities	94106L109
CVS	CVS HEALTH CORPORATION	3,628	$288	0.1%	$78.67	0.0%	Equities	126650100
DUK	DUKE ENERGY CORP NEW COMMON NEW	2,248	$263	0.1%	$121.57	0.0%	Equities	26441C204
CMI	CUMMINS INC	481	$246	0.1%	$466.32	0.0%	Equities	231021106
CME	CME GROUP INC	849	$232	0.1%	$270.74	0.0%	Equities	12572Q105
WMB	WILLIAMS COS INC DEL	3,535	$212	0.1%	$60.06	0.0%	Equities	969457100
HCA	HCA HEALTHCARE, INC	447	$209	0.1%	$463.73	0.0%	Equities	40412C101
L	LOEWS CORP	1,981	$209	0.1%	$103.22	0.0%	Equities	540424108
AEP	AMERICAN ELEC PWR CO INC COMMON	1,806	$208	0.1%	$117.70	0.0%	Equities	025537101
ROST	ROSS STORES INC COM	1,154	$208	0.1%	$166.60	0.0%	Equities	778296103
ALL	ALLSTATE CORP	979	$204	0.1%	$204.09	0.0%	Equities	020002101

Increased Positions (52)

VGK VANGUARD INTL EQUITY INDEX FUND 3.5%

Value ($000) $13,704 (+15.0%) Shares 163,899 (+9.7%) Est. Cost $78.06 Unrealized —

LLY LILLY ELI & COMMON 0.5%

Value ($000) $2,173 (+63.5%) Shares 2,022 (+16.1%) Est. Cost $362.01 Unrealized +164.0%

VGT VANGUARD INFORMATION TECHNOLOGY 0.2%

Value ($000) $960 (+138.6%) Shares 1,274 (+136.4%) Est. Cost $750.76 Unrealized —

XOM EXXON MOBIL CORP 0.8%

Value ($000) $3,304 (+17.1%) Shares 27,457 (+9.7%) Est. Cost $61.46 Unrealized +87.9%

AMAT APPLIED MATERIALS INC 0.3%

Value ($000) $1,081 (+60.6%) Shares 4,205 (+27.9%) Est. Cost $150.76 Unrealized +58.9%

JNJ JOHNSON & JOHNSON 0.6%

Value ($000) $2,197 (+16.9%) Shares 10,617 (+4.7%) Est. Cost $134.38 Unrealized +46.6%

ORCL ORACLE CORP 0.2%

Value ($000) $924 (-23.3%) Shares 4,740 (+10.7%) Est. Cost $90.57 Unrealized +162.8%

INTC INTEL CORP 0.3%

Value ($000) $1,088 (+28.4%) Shares 29,487 (+16.8%) Est. Cost $41.49 Unrealized -9.0%

MU MICRON TECHNOLOGY INC COMMON 0.1%

Value ($000) $476 (+74.1%) Shares 1,668 (+2.1%) Est. Cost $96.00 Unrealized +138.9%

KO COCA-COLA CO 0.5%

Value ($000) $2,045 (+9.1%) Shares 29,258 (+3.5%) Est. Cost $47.78 Unrealized +45.2%

AMZN AMAZON.COM INC 0.6%

Value ($000) $2,507 (+7.1%) Shares 10,863 (+1.9%) Est. Cost $138.38 Unrealized +65.3%

NFLX NETFLIX INC COMMON 0.1%

Value ($000) $525 (-22.0%) Shares 5,598 (+897.9%) Est. Cost $101.75 Unrealized +6.0%

CAT CATERPILLAR INC. 0.2%

Value ($000) $761 (+22.8%) Shares 1,329 (+2.3%) Est. Cost $266.82 Unrealized +108.2%

V VISA COMMON CL A 0.4%

Value ($000) $1,479 (+9.8%) Shares 4,218 (+6.9%) Est. Cost $218.74 Unrealized +55.6%

WMT WAL-MART STORES COMMON 0.3%

Value ($000) $1,026 (+13.7%) Shares 9,210 (+5.2%) Est. Cost $65.30 Unrealized +64.2%

META META PLATFORMS INC. 0.5%

Value ($000) $2,077 (-5.4%) Shares 3,147 (+5.3%) Est. Cost $287.06 Unrealized +132.5%

GM GENERAL MTRS CO 0.1%

Value ($000) $394 (+38.6%) Shares 4,842 (+3.9%) Est. Cost $48.22 Unrealized +46.0%

ABT ABBOTT LABORATORIES 0.5%

Value ($000) $1,825 (-5.3%) Shares 14,570 (+1.3%) Est. Cost $99.40 Unrealized +28.1%

ISRG INTUITIVE SURGICAL INC COM NEW 0.1%

Value ($000) $418 (+32.0%) Shares 738 (+4.2%) Est. Cost $471.56 Unrealized +12.9%

TMO THERMO FISHER SCIENTIFIC INC CO 0.1%

Value ($000) $388 (+32.1%) Shares 669 (+10.6%) Est. Cost $399.96 Unrealized +41.3%

WFC WELLS FARGO & CO 0.2%

Value ($000) $771 (+12.9%) Shares 8,270 (+1.5%) Est. Cost $41.21 Unrealized +110.2%

MCD MCDONALDS CORP COMMON 0.1%

Value ($000) $426 (+23.7%) Shares 1,394 (+23.0%) Est. Cost $234.14 Unrealized +30.3%

MA MASTERCARD CL A 0.3%

Value ($000) $1,119 (+7.8%) Shares 1,960 (+7.4%) Est. Cost $366.88 Unrealized +52.4%

HD THE HOME DEPOT INC 0.2%

Value ($000) $707 (-10.1%) Shares 2,055 (+5.9%) Est. Cost $270.56 Unrealized +34.8%

PLD PROLOGIS INC 0.1%

Value ($000) $353 (+28.3%) Shares 2,764 (+15.1%) Est. Cost $116.78 Unrealized +6.1%

PEP PEPSICO INC 0.1%

Value ($000) $346 (+27.8%) Shares 2,410 (+25.1%) Est. Cost $130.23 Unrealized +12.0%

UNH UNITEDHEALTH GROUP INC 0.2%

Value ($000) $736 (+11.2%) Shares 2,229 (+16.3%) Est. Cost $331.08 Unrealized +1.9%

CVX CHEVRON CORP 0.2%

Value ($000) $832 (+8.9%) Shares 5,460 (+11.0%) Est. Cost $112.27 Unrealized +34.9%

IBM INTERNATIONAL BUSINESS MACHINES 0.1%

Value ($000) $310 (+27.3%) Shares 1,045 (+21.2%) Est. Cost $208.86 Unrealized +43.1%

BRK/B BERKSHIRE HATHAWAY INC DEL CLAS 0.3%

Value ($000) $1,147 (+6.0%) Shares 2,282 (+6.0%) Est. Cost $262.90 Unrealized +89.3%

AMGN AMGEN INC 0.1%

Value ($000) $311 (+24.4%) Shares 951 (+7.2%) Est. Cost $262.27 Unrealized +20.5%

COP CONOCOPHILLIPS 0.1%

Value ($000) $260 (+27.1%) Shares 2,774 (+28.4%) Est. Cost $92.56 Unrealized -2.7%

CB CHUBB LIMITED COM NPV 0.1%

Value ($000) $306 (+21.5%) Shares 980 (+9.9%) Est. Cost $249.57 Unrealized +17.2%

TGT TARGET CORP 0.1%

Value ($000) $466 (+12.9%) Shares 4,770 (+3.6%) Est. Cost $140.22 Unrealized -34.7%

DHR DANAHER CORP COMMON 0.1%

Value ($000) $287 (+18.6%) Shares 1,253 (+2.7%) Est. Cost $184.36 Unrealized +19.1%

ACGL ARCH CAPITAL GROUP LTD 0.1%

Value ($000) $325 (+13.8%) Shares 3,385 (+7.6%) Est. Cost $79.34 Unrealized +15.3%

HPE HEWLETT PACKARD ENTERPRISE COMM 0.1%

Value ($000) $404 (+10.7%) Shares 16,826 (+13.1%) Est. Cost $19.19 Unrealized +22.1%

PRU PRUDENTIAL FINL INC 0.1%

Value ($000) $329 (+12.3%) Shares 2,911 (+3.2%) Est. Cost $59.65 Unrealized +78.6%

T AT&T INC 0.2%

Value ($000) $621 (+5.2%) Shares 24,987 (+19.6%) Est. Cost $18.01 Unrealized +40.4%

PM PHILIP MORRIS INTL INC COMMON 0.1%

Value ($000) $463 (+6.6%) Shares 2,886 (+7.8%) Est. Cost $100.24 Unrealized +53.2%

NEE NEXTERA ENERGY INC 0.1%

Value ($000) $388 (+7.9%) Shares 4,836 (+1.5%) Est. Cost $57.53 Unrealized +43.4%

KMI KINDER MORGAN INC DEL COMMON 0.1%

Value ($000) $334 (+7.1%) Shares 12,162 (+10.3%) Est. Cost $17.48 Unrealized +53.9%

XLK TECH SELECT SEC SPDR 0.3%

Value ($000) $1,080 (+1.6%) Shares 7,504 (+99.0%) Est. Cost $137.00 Unrealized —

PANW PALO ALTO NETWORKS INC COMMON 0.1%

Value ($000) $225 (-6.0%) Shares 1,224 (+3.9%) Est. Cost $186.36 Unrealized +8.3%

SCHD SCHWAB STRATEGIC US DIVIDEND EQ 0.1%

Value ($000) $398 (+3.5%) Shares 14,501 (+3.0%) Est. Cost $42.92 Unrealized —

VMC VULCAN MATERIALS CO 0.1%

Value ($000) $250 (-4.8%) Shares 875 (+2.7%) Est. Cost $256.99 Unrealized +14.1%

VGIT VANGUARD INTM-TERM GOVT BOND FU 0.1%

Value ($000) $288 (+4.2%) Shares 4,806 (+4.4%) Est. Cost $58.68 Unrealized —

SYK STRYKER CORP 0.1%

Value ($000) $250 (-3.0%) Shares 710 (+2.0%) Est. Cost $334.88 Unrealized +8.5%

NSC NORFOLK SOUTHERN CORP 0.1%

Value ($000) $215 (+2.7%) Shares 744 (+6.9%) Est. Cost $276.85 Unrealized +4.3%

UNP UNION PACIFIC CORP 0.4%

Value ($000) $1,413 (+0.2%) Shares 6,109 (+2.4%) Est. Cost $173.88 Unrealized +30.7%

VZ VERIZON COMMUNICATIONS INC COMM 0.1%

Value ($000) $380 (+0.7%) Shares 9,323 (+8.6%) Est. Cost $36.98 Unrealized +9.5%

SJNK SPDR BARCLAYS SHORT TERM HIGH Y 0.5%

Value ($000) $1,961 (+0.0%) Shares 77,459 (+1.1%) Est. Cost $15.22 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VGK	VANGUARD INTL EQUITY INDEX FUND	163,899 (+9.7%)	$13,704 (+15.0%)	3.5%	$78.06	—	Equities	922042874
LLY	LILLY ELI & COMMON	2,022 (+16.1%)	$2,173 (+63.5%)	0.5%	$362.01	+164.0%	Equities	532457108
VGT	VANGUARD INFORMATION TECHNOLOGY	1,274 (+136.4%)	$960 (+138.6%)	0.2%	$750.76	—	Equities	92204A702
XOM	EXXON MOBIL CORP	27,457 (+9.7%)	$3,304 (+17.1%)	0.8%	$61.46	+87.9%	Equities	30231G102
AMAT	APPLIED MATERIALS INC	4,205 (+27.9%)	$1,081 (+60.6%)	0.3%	$150.76	+58.9%	Equities	038222105
JNJ	JOHNSON & JOHNSON	10,617 (+4.7%)	$2,197 (+16.9%)	0.6%	$134.38	+46.6%	Equities	478160104
ORCL	ORACLE CORP	4,740 (+10.7%)	$924 (-23.3%)	0.2%	$90.57	+162.8%	Equities	68389X105
INTC	INTEL CORP	29,487 (+16.8%)	$1,088 (+28.4%)	0.3%	$41.49	-9.0%	Equities	458140100
MU	MICRON TECHNOLOGY INC COMMON	1,668 (+2.1%)	$476 (+74.1%)	0.1%	$96.00	+138.9%	Equities	595112103
KO	COCA-COLA CO	29,258 (+3.5%)	$2,045 (+9.1%)	0.5%	$47.78	+45.2%	Equities	191216100
AMZN	AMAZON.COM INC	10,863 (+1.9%)	$2,507 (+7.1%)	0.6%	$138.38	+65.3%	Equities	023135106
NFLX	NETFLIX INC COMMON	5,598 (+897.9%)	$525 (-22.0%)	0.1%	$101.75	+6.0%	Equities	64110L106
CAT	CATERPILLAR INC.	1,329 (+2.3%)	$761 (+22.8%)	0.2%	$266.82	+108.2%	Equities	149123101
V	VISA COMMON CL A	4,218 (+6.9%)	$1,479 (+9.8%)	0.4%	$218.74	+55.6%	Equities	92826C839
WMT	WAL-MART STORES COMMON	9,210 (+5.2%)	$1,026 (+13.7%)	0.3%	$65.30	+64.2%	Equities	931142103
META	META PLATFORMS INC.	3,147 (+5.3%)	$2,077 (-5.4%)	0.5%	$287.06	+132.5%	Equities	30303M102
GM	GENERAL MTRS CO	4,842 (+3.9%)	$394 (+38.6%)	0.1%	$48.22	+46.0%	Equities	37045V100
ABT	ABBOTT LABORATORIES	14,570 (+1.3%)	$1,825 (-5.3%)	0.5%	$99.40	+28.1%	Equities	002824100
ISRG	INTUITIVE SURGICAL INC COM NEW	738 (+4.2%)	$418 (+32.0%)	0.1%	$471.56	+12.9%	Equities	46120E602
TMO	THERMO FISHER SCIENTIFIC INC CO	669 (+10.6%)	$388 (+32.1%)	0.1%	$399.96	+41.3%	Equities	883556102
WFC	WELLS FARGO & CO	8,270 (+1.5%)	$771 (+12.9%)	0.2%	$41.21	+110.2%	Equities	949746101
MCD	MCDONALDS CORP COMMON	1,394 (+23.0%)	$426 (+23.7%)	0.1%	$234.14	+30.3%	Equities	580135101
MA	MASTERCARD CL A	1,960 (+7.4%)	$1,119 (+7.8%)	0.3%	$366.88	+52.4%	Equities	57636Q104
HD	THE HOME DEPOT INC	2,055 (+5.9%)	$707 (-10.1%)	0.2%	$270.56	+34.8%	Equities	437076102
PLD	PROLOGIS INC	2,764 (+15.1%)	$353 (+28.3%)	0.1%	$116.78	+6.1%	Equities	74340W103
PEP	PEPSICO INC	2,410 (+25.1%)	$346 (+27.8%)	0.1%	$130.23	+12.0%	Equities	713448108
UNH	UNITEDHEALTH GROUP INC	2,229 (+16.3%)	$736 (+11.2%)	0.2%	$331.08	+1.9%	Equities	91324P102
CVX	CHEVRON CORP	5,460 (+11.0%)	$832 (+8.9%)	0.2%	$112.27	+34.9%	Equities	166764100
IBM	INTERNATIONAL BUSINESS MACHINES	1,045 (+21.2%)	$310 (+27.3%)	0.1%	$208.86	+43.1%	Equities	459200101
BRK/B	BERKSHIRE HATHAWAY INC DEL CLAS	2,282 (+6.0%)	$1,147 (+6.0%)	0.3%	$262.90	+89.3%	Equities	084670702
AMGN	AMGEN INC	951 (+7.2%)	$311 (+24.4%)	0.1%	$262.27	+20.5%	Equities	031162100
COP	CONOCOPHILLIPS	2,774 (+28.4%)	$260 (+27.1%)	0.1%	$92.56	-2.7%	Equities	20825C104
CB	CHUBB LIMITED COM NPV	980 (+9.9%)	$306 (+21.5%)	0.1%	$249.57	+17.2%	Equities	H1467J104
TGT	TARGET CORP	4,770 (+3.6%)	$466 (+12.9%)	0.1%	$140.22	-34.7%	Equities	87612E106
DHR	DANAHER CORP COMMON	1,253 (+2.7%)	$287 (+18.6%)	0.1%	$184.36	+19.1%	Equities	235851102
ACGL	ARCH CAPITAL GROUP LTD	3,385 (+7.6%)	$325 (+13.8%)	0.1%	$79.34	+15.3%	Equities	G0450A105
HPE	HEWLETT PACKARD ENTERPRISE COMM	16,826 (+13.1%)	$404 (+10.7%)	0.1%	$19.19	+22.1%	Equities	42824C109
PRU	PRUDENTIAL FINL INC	2,911 (+3.2%)	$329 (+12.3%)	0.1%	$59.65	+78.6%	Equities	744320102
T	AT&T INC	24,987 (+19.6%)	$621 (+5.2%)	0.2%	$18.01	+40.4%	Equities	00206R102
PM	PHILIP MORRIS INTL INC COMMON	2,886 (+7.8%)	$463 (+6.6%)	0.1%	$100.24	+53.2%	Equities	718172109
NEE	NEXTERA ENERGY INC	4,836 (+1.5%)	$388 (+7.9%)	0.1%	$57.53	+43.4%	Equities	65339F101
KMI	KINDER MORGAN INC DEL COMMON	12,162 (+10.3%)	$334 (+7.1%)	0.1%	$17.48	+53.9%	Equities	49456B101
XLK	TECH SELECT SEC SPDR	7,504 (+99.0%)	$1,080 (+1.6%)	0.3%	$137.00	—	Equities	81369Y803
PANW	PALO ALTO NETWORKS INC COMMON	1,224 (+3.9%)	$225 (-6.0%)	0.1%	$186.36	+8.3%	Equities	697435105
SCHD	SCHWAB STRATEGIC US DIVIDEND EQ	14,501 (+3.0%)	$398 (+3.5%)	0.1%	$42.92	—	Equities	808524797
VMC	VULCAN MATERIALS CO	875 (+2.7%)	$250 (-4.8%)	0.1%	$256.99	+14.1%	Equities	929160109
VGIT	VANGUARD INTM-TERM GOVT BOND FU	4,806 (+4.4%)	$288 (+4.2%)	0.1%	$58.68	—	Equities	92206C706
SYK	STRYKER CORP	710 (+2.0%)	$250 (-3.0%)	0.1%	$334.88	+8.5%	Equities	863667101
NSC	NORFOLK SOUTHERN CORP	744 (+6.9%)	$215 (+2.7%)	0.1%	$276.85	+4.3%	Equities	655844108
UNP	UNION PACIFIC CORP	6,109 (+2.4%)	$1,413 (+0.2%)	0.4%	$173.88	+30.7%	Equities	907818108
VZ	VERIZON COMMUNICATIONS INC COMM	9,323 (+8.6%)	$380 (+0.7%)	0.1%	$36.98	+9.5%	Equities	92343V104
SJNK	SPDR BARCLAYS SHORT TERM HIGH Y	77,459 (+1.1%)	$1,961 (+0.0%)	0.5%	$15.22	—	Equities	78468R408

Exited Positions (7)

TMUS T-MOBILE US INC COMMON 0.1%

Value ($000) $248 Shares 1,035 Est. Cost $223.73 Unrealized -5.5%

ANET ARISTA NETWORKS INC 0.1%

Value ($000) $245 Shares 1,684 Est. Cost $128.77 Unrealized +6.9%

RCL ROYAL CARIBBEAN CRUISES LTD SHS 0.1%

Value ($000) $216 Shares 666 Est. Cost $236.14 Unrealized +19.2%

AZO AUTOZONE INC 0.1%

Value ($000) $215 Shares 50 Est. Cost $4011.66 Unrealized -5.8%

MRSH MARSH & MCLENNAN COS INC 0.1%

Value ($000) $214 Shares 1,062 Est. Cost $197.92 Unrealized -5.8%

ORLY O REILLY AUTOMOTIVE INC NEW COM 0.1%

Value ($000) $213 Shares 1,976 Est. Cost $100.52 Unrealized -2.8%

DDOG DATADOG INC CL A 0.1%

Value ($000) $201 Shares 1,409 Est. Cost $137.70 Unrealized +14.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TMUS	T-MOBILE US INC COMMON	1,035	$248	0.1%	$223.73	-5.5%	—	872590104
ANET	ARISTA NETWORKS INC	1,684	$245	0.1%	$128.77	+6.9%	—	040413205
RCL	ROYAL CARIBBEAN CRUISES LTD SHS	666	$216	0.1%	$236.14	+19.2%	—	V7780T103
AZO	AUTOZONE INC	50	$215	0.1%	$4011.66	-5.8%	—	053332102
MRSH	MARSH & MCLENNAN COS INC	1,062	$214	0.1%	$197.92	-5.8%	—	571748102
ORLY	O REILLY AUTOMOTIVE INC NEW COM	1,976	$213	0.1%	$100.52	-2.8%	—	67103H107
DDOG	DATADOG INC CL A	1,409	$201	0.1%	$137.70	+14.8%	—	23804L103

Decreased Positions (52)

AGG ISHARES CORE U.S. AGGREGATE BO 7.1%

Value ($000) $28,153 (-49.3%) Shares 281,867 (-49.2%) Est. Cost $99.57 Unrealized —

VRIG INVESCO AC VAR ETF 0.5%

Value ($000) $1,864 (-86.5%) Shares 74,281 (-86.5%) Est. Cost $24.94 Unrealized —

JFLX J P MORGAN FLEXIBLE DEBT ETF 0.1%

Value ($000) $583 (-94.7%) Shares 11,611 (-94.7%) Est. Cost $50.21 Unrealized —

JMST JPMORGAN ULTRA-SHORT MUNICIPAL 0.3%

Value ($000) $1,173 (-88.9%) Shares 23,018 (-88.9%) Est. Cost $50.68 Unrealized —

VV VANGUARD LARGE-CAP ETF 14.8%

Value ($000) $58,666 (-9.4%) Shares 186,361 (-11.4%) Est. Cost $184.63 Unrealized —

VXUS VANGUARD STAR FUNDS VANGUARD TO 7.1%

Value ($000) $28,007 (-13.6%) Shares 371,254 (-15.9%) Est. Cost $52.28 Unrealized —

IJR ISHARES CORE S&P SMALL CAP ETF 4.0%

Value ($000) $16,019 (-11.0%) Shares 133,288 (-12.0%) Est. Cost $102.21 Unrealized —

VTEB VANGUARD MUN BD FD INC TAX EXEM 11.1%

Value ($000) $43,962 (-2.2%) Shares 874,166 (-2.6%) Est. Cost $50.55 Unrealized —

SPY SPDR S&P 500 ETF TR TR UNIT 3.7%

Value ($000) $14,622 (-5.0%) Shares 21,443 (-7.2%) Est. Cost $377.12 Unrealized —

JPIB JP MORGAN INTL BOND OPPORTUNITI 0.2%

Value ($000) $678 (-44.5%) Shares 13,926 (-44.1%) Est. Cost $50.30 Unrealized —

VWO VANGUARD FTSE EMERGING MARKETS 1.7%

Value ($000) $6,669 (-6.5%) Shares 124,049 (-5.8%) Est. Cost $42.74 Unrealized —

GOOG ALPHABET INC CAP STK CLASS C 0.8%

Value ($000) $3,292 (+13.2%) Shares 10,492 (-12.2%) Est. Cost $127.54 Unrealized +124.5%

NVDA NVIDIA CORP 0.7%

Value ($000) $2,731 (-8.9%) Shares 14,641 (-8.8%) Est. Cost $93.64 Unrealized +98.8%

AVGO BROADCOM INC 0.4%

Value ($000) $1,701 (-12.8%) Shares 4,915 (-16.9%) Est. Cost $156.39 Unrealized +128.3%

TSLA TESLA MTRS INC 0.3%

Value ($000) $1,303 (-15.7%) Shares 2,897 (-16.7%) Est. Cost $254.13 Unrealized +74.4%

SPSM SPDR PORTFOLIO S&P 600 SMALL CA 0.5%

Value ($000) $1,996 (-10.5%) Shares 42,585 (-11.6%) Est. Cost $42.60 Unrealized —

GOOGL ALPHABET INC CLASS A 0.6%

Value ($000) $2,281 (+8.1%) Shares 7,289 (-16.0%) Est. Cost $127.79 Unrealized +123.5%

PLTR PALANTIR TECHNOLOGIES INC 0.1%

Value ($000) $403 (-23.3%) Shares 2,265 (-21.3%) Est. Cost $117.28 Unrealized +54.4%

AON AON PLC 0.1%

Value ($000) $479 (-19.9%) Shares 1,356 (-19.0%) Est. Cost $188.31 Unrealized +85.4%

ADP AUTOMATIC DATA PROCESSING INC 0.2%

Value ($000) $656 (-15.3%) Shares 2,550 (-3.3%) Est. Cost $156.06 Unrealized +69.7%

AMD ADVANCED MICRO DEVICES INC 0.2%

Value ($000) $687 (+18.4%) Shares 3,210 (-10.5%) Est. Cost $143.69 Unrealized +56.3%

CSCO CISCO SYSTEMS INC 0.3%

Value ($000) $1,187 (+9.7%) Shares 15,405 (-2.6%) Est. Cost $38.25 Unrealized +92.9%

SNPS SYNOPSYS INC 0.1%

Value ($000) $321 (-24.1%) Shares 684 (-20.3%) Est. Cost $524.38 Unrealized -15.3%

AXP AMERICAN EXPRESS COMMON 0.3%

Value ($000) $1,341 (+8.2%) Shares 3,626 (-2.9%) Est. Cost $104.91 Unrealized +240.3%

PG PROCTER & GAMBLE CO 0.1%

Value ($000) $481 (-17.1%) Shares 3,359 (-11.1%) Est. Cost $122.77 Unrealized +19.9%

ADBE ADOBE INC 0.1%

Value ($000) $385 (-17.9%) Shares 1,101 (-17.2%) Est. Cost $435.95 Unrealized -22.0%

ABBV ABBVIE INC 0.7%

Value ($000) $2,969 (-2.7%) Shares 12,996 (-1.4%) Est. Cost $78.55 Unrealized +189.7%

COF CAPITAL ONE FINL CORP COMMON 0.3%

Value ($000) $1,046 (+8.1%) Shares 4,316 (-5.2%) Est. Cost $113.80 Unrealized +95.2%

PAYX PAYCHEX COMMON 0.1%

Value ($000) $207 (-26.2%) Shares 1,846 (-16.6%) Est. Cost $96.19 Unrealized +21.2%

IDV ISHS INTL SEL DV ETF 0.4%

Value ($000) $1,522 (+5.1%) Shares 38,581 (-2.7%) Est. Cost $27.91 Unrealized —

URI UNITED RENTALS INC 0.1%

Value ($000) $245 (-20.2%) Shares 303 (-5.9%) Est. Cost $677.13 Unrealized +28.1%

COST COSTCO WHOLESALE CORP NEW COMMO 0.2%

Value ($000) $613 (-9.0%) Shares 711 (-2.3%) Est. Cost $526.18 Unrealized +72.1%

KLAC KLA CORPORATION COM NEW 0.1%

Value ($000) $550 (+9.3%) Shares 453 (-3.0%) Est. Cost $687.71 Unrealized +70.4%

MRVL MARVELL TECHNOLOGY INC 0.1%

Value ($000) $204 (-17.3%) Shares 2,405 (-18.1%) Est. Cost $62.28 Unrealized +40.4%

ICE INTERCONTINENTALEXCHANGE GROUP 0.1%

Value ($000) $300 (-11.5%) Shares 1,854 (-7.9%) Est. Cost $115.64 Unrealized +35.1%

ACN ACCENTURE PLC A 0.1%

Value ($000) $246 (-13.6%) Shares 917 (-20.6%) Est. Cost $223.65 Unrealized +13.6%

CRM SALESFORCE INC 0.2%

Value ($000) $696 (+4.6%) Shares 2,629 (-6.4%) Est. Cost $191.66 Unrealized +29.5%

GEV GE VERNOVA 0.2%

Value ($000) $746 (+4.3%) Shares 1,141 (-1.9%) Est. Cost $158.10 Unrealized +285.2%

CTAS CINTAS CORP 0.1%

Value ($000) $269 (-10.2%) Shares 1,430 (-2.0%) Est. Cost $178.96 Unrealized +5.1%

ADI ANALOG DEVICES INC 0.1%

Value ($000) $477 (+6.4%) Shares 1,758 (-3.6%) Est. Cost $188.53 Unrealized +32.9%

VGSH VANGUARD SHORT-TERM GOV BND ETF 0.1%

Value ($000) $217 (-10.7%) Shares 3,695 (-10.6%) Est. Cost $58.78 Unrealized —

AMP AMERIPRISE FINL INC COMMON 0.1%

Value ($000) $459 (-5.3%) Shares 937 (-5.2%) Est. Cost $214.83 Unrealized +120.6%

APO APOLLO GLOBAL MGMT INC 0.1%

Value ($000) $402 (+6.2%) Shares 2,780 (-2.2%) Est. Cost $65.33 Unrealized +102.9%

MET METLIFE INC COMMON 0.1%

Value ($000) $279 (-7.4%) Shares 3,536 (-3.3%) Est. Cost $63.39 Unrealized +24.5%

MDY SPDR S&P MIDCAP 400 ETF TR 0.3%

Value ($000) $1,296 (-1.4%) Shares 2,148 (-2.6%) Est. Cost $419.90 Unrealized —

SPGI S&P GLOBAL INC COM 0.2%

Value ($000) $858 (+2.2%) Shares 1,642 (-4.8%) Est. Cost $367.01 Unrealized +34.7%

TXN TEXAS INSTRS INC COMMON 0.1%

Value ($000) $235 (-7.0%) Shares 1,355 (-1.5%) Est. Cost $192.14 Unrealized -11.1%

DIS WALT DISNEY COMMON 0.1%

Value ($000) $297 (-3.2%) Shares 2,610 (-2.6%) Est. Cost $93.51 Unrealized +17.1%

GE GE AEROSPACE 0.5%

Value ($000) $1,842 (-0.3%) Shares 5,981 (-2.7%) Est. Cost $84.33 Unrealized +256.7%

GS GOLDMAN SACHS GROUP INC COMMON 0.1%

Value ($000) $294 (+1.8%) Shares 334 (-7.7%) Est. Cost $476.07 Unrealized +70.8%

MCHP MICROCHIP TECHNOLOGY INC 0.1%

Value ($000) $200 (-2.4%) Shares 3,140 (-1.6%) Est. Cost $54.67 Unrealized +12.2%

FICO FAIR ISAAC CORP 0.1%

Value ($000) $254 (+1.5%) Shares 150 (-10.2%) Est. Cost $1223.19 Unrealized +40.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AGG	ISHARES CORE U.S. AGGREGATE BO	281,867 (-49.2%)	$28,153 (-49.3%)	7.1%	$99.57	—	Equities	464287226
VRIG	INVESCO AC VAR ETF	74,281 (-86.5%)	$1,864 (-86.5%)	0.5%	$24.94	—	Equities	46090A879
JFLX	J P MORGAN FLEXIBLE DEBT ETF	11,611 (-94.7%)	$583 (-94.7%)	0.1%	$50.21	—	Equities	46654Q559
JMST	JPMORGAN ULTRA-SHORT MUNICIPAL	23,018 (-88.9%)	$1,173 (-88.9%)	0.3%	$50.68	—	Equities	46641Q654
VV	VANGUARD LARGE-CAP ETF	186,361 (-11.4%)	$58,666 (-9.4%)	14.8%	$184.63	—	Equities	922908637
VXUS	VANGUARD STAR FUNDS VANGUARD TO	371,254 (-15.9%)	$28,007 (-13.6%)	7.1%	$52.28	—	Equities	921909768
IJR	ISHARES CORE S&P SMALL CAP ETF	133,288 (-12.0%)	$16,019 (-11.0%)	4.0%	$102.21	—	Equities	464287804
VTEB	VANGUARD MUN BD FD INC TAX EXEM	874,166 (-2.6%)	$43,962 (-2.2%)	11.1%	$50.55	—	Equities	922907746
SPY	SPDR S&P 500 ETF TR TR UNIT	21,443 (-7.2%)	$14,622 (-5.0%)	3.7%	$377.12	—	Equities	78462F103
JPIB	JP MORGAN INTL BOND OPPORTUNITI	13,926 (-44.1%)	$678 (-44.5%)	0.2%	$50.30	—	Equities	46641Q852
VWO	VANGUARD FTSE EMERGING MARKETS	124,049 (-5.8%)	$6,669 (-6.5%)	1.7%	$42.74	—	Equities	922042858
GOOG	ALPHABET INC CAP STK CLASS C	10,492 (-12.2%)	$3,292 (+13.2%)	0.8%	$127.54	+124.5%	Equities	02079K107
NVDA	NVIDIA CORP	14,641 (-8.8%)	$2,731 (-8.9%)	0.7%	$93.64	+98.8%	Equities	67066G104
AVGO	BROADCOM INC	4,915 (-16.9%)	$1,701 (-12.8%)	0.4%	$156.39	+128.3%	Equities	11135F101
TSLA	TESLA MTRS INC	2,897 (-16.7%)	$1,303 (-15.7%)	0.3%	$254.13	+74.4%	Equities	88160R101
SPSM	SPDR PORTFOLIO S&P 600 SMALL CA	42,585 (-11.6%)	$1,996 (-10.5%)	0.5%	$42.60	—	Equities	78468R853
GOOGL	ALPHABET INC CLASS A	7,289 (-16.0%)	$2,281 (+8.1%)	0.6%	$127.79	+123.5%	Equities	02079K305
PLTR	PALANTIR TECHNOLOGIES INC	2,265 (-21.3%)	$403 (-23.3%)	0.1%	$117.28	+54.4%	Equities	69608A108
AON	AON PLC	1,356 (-19.0%)	$479 (-19.9%)	0.1%	$188.31	+85.4%	Equities	G0403H108
ADP	AUTOMATIC DATA PROCESSING INC	2,550 (-3.3%)	$656 (-15.3%)	0.2%	$156.06	+69.7%	Equities	053015103
AMD	ADVANCED MICRO DEVICES INC	3,210 (-10.5%)	$687 (+18.4%)	0.2%	$143.69	+56.3%	Equities	007903107
CSCO	CISCO SYSTEMS INC	15,405 (-2.6%)	$1,187 (+9.7%)	0.3%	$38.25	+92.9%	Equities	17275R102
SNPS	SYNOPSYS INC	684 (-20.3%)	$321 (-24.1%)	0.1%	$524.38	-15.3%	Equities	871607107
AXP	AMERICAN EXPRESS COMMON	3,626 (-2.9%)	$1,341 (+8.2%)	0.3%	$104.91	+240.3%	Equities	025816109
PG	PROCTER & GAMBLE CO	3,359 (-11.1%)	$481 (-17.1%)	0.1%	$122.77	+19.9%	Equities	742718109
ADBE	ADOBE INC	1,101 (-17.2%)	$385 (-17.9%)	0.1%	$435.95	-22.0%	Equities	00724F101
ABBV	ABBVIE INC	12,996 (-1.4%)	$2,969 (-2.7%)	0.7%	$78.55	+189.7%	Equities	00287Y109
COF	CAPITAL ONE FINL CORP COMMON	4,316 (-5.2%)	$1,046 (+8.1%)	0.3%	$113.80	+95.2%	Equities	14040H105
PAYX	PAYCHEX COMMON	1,846 (-16.6%)	$207 (-26.2%)	0.1%	$96.19	+21.2%	Equities	704326107
IDV	ISHS INTL SEL DV ETF	38,581 (-2.7%)	$1,522 (+5.1%)	0.4%	$27.91	—	Equities	464288448
URI	UNITED RENTALS INC	303 (-5.9%)	$245 (-20.2%)	0.1%	$677.13	+28.1%	Equities	911363109
COST	COSTCO WHOLESALE CORP NEW COMMO	711 (-2.3%)	$613 (-9.0%)	0.2%	$526.18	+72.1%	Equities	22160K105
KLAC	KLA CORPORATION COM NEW	453 (-3.0%)	$550 (+9.3%)	0.1%	$687.71	+70.4%	Equities	482480100
MRVL	MARVELL TECHNOLOGY INC	2,405 (-18.1%)	$204 (-17.3%)	0.1%	$62.28	+40.4%	Equities	573874104
ICE	INTERCONTINENTALEXCHANGE GROUP	1,854 (-7.9%)	$300 (-11.5%)	0.1%	$115.64	+35.1%	Equities	45866F104
ACN	ACCENTURE PLC A	917 (-20.6%)	$246 (-13.6%)	0.1%	$223.65	+13.6%	Equities	G1151C101
CRM	SALESFORCE INC	2,629 (-6.4%)	$696 (+4.6%)	0.2%	$191.66	+29.5%	Equities	79466L302
GEV	GE VERNOVA	1,141 (-1.9%)	$746 (+4.3%)	0.2%	$158.10	+285.2%	Equities	36828A101
CTAS	CINTAS CORP	1,430 (-2.0%)	$269 (-10.2%)	0.1%	$178.96	+5.1%	Equities	172908105
ADI	ANALOG DEVICES INC	1,758 (-3.6%)	$477 (+6.4%)	0.1%	$188.53	+32.9%	Equities	032654105
VGSH	VANGUARD SHORT-TERM GOV BND ETF	3,695 (-10.6%)	$217 (-10.7%)	0.1%	$58.78	—	Equities	92206C102
AMP	AMERIPRISE FINL INC COMMON	937 (-5.2%)	$459 (-5.3%)	0.1%	$214.83	+120.6%	Equities	03076C106
APO	APOLLO GLOBAL MGMT INC	2,780 (-2.2%)	$402 (+6.2%)	0.1%	$65.33	+102.9%	Equities	03769M106
MET	METLIFE INC COMMON	3,536 (-3.3%)	$279 (-7.4%)	0.1%	$63.39	+24.5%	Equities	59156R108
MDY	SPDR S&P MIDCAP 400 ETF TR	2,148 (-2.6%)	$1,296 (-1.4%)	0.3%	$419.90	—	Equities	78467Y107
SPGI	S&P GLOBAL INC COM	1,642 (-4.8%)	$858 (+2.2%)	0.2%	$367.01	+34.7%	Equities	78409V104
TXN	TEXAS INSTRS INC COMMON	1,355 (-1.5%)	$235 (-7.0%)	0.1%	$192.14	-11.1%	Equities	882508104
DIS	WALT DISNEY COMMON	2,610 (-2.6%)	$297 (-3.2%)	0.1%	$93.51	+17.1%	Equities	254687106
GE	GE AEROSPACE	5,981 (-2.7%)	$1,842 (-0.3%)	0.5%	$84.33	+256.7%	Equities	369604301
GS	GOLDMAN SACHS GROUP INC COMMON	334 (-7.7%)	$294 (+1.8%)	0.1%	$476.07	+70.8%	Equities	38141G104
MCHP	MICROCHIP TECHNOLOGY INC	3,140 (-1.6%)	$200 (-2.4%)	0.1%	$54.67	+12.2%	Equities	595017104
FICO	FAIR ISAAC CORP	150 (-10.2%)	$254 (+1.5%)	0.1%	$1223.19	+40.7%	Equities	303250104

Unchanged Positions (37)

MRK MERCK & CO INC NEW 0.4%

Value ($000) $1,625 Shares 15,434 Est. Cost $67.71 Unrealized +37.7%

MSFT MICROSOFT CORP 0.9%

Value ($000) $3,517 Shares 7,273 Est. Cost $215.48 Unrealized +132.3%

AAPL APPLE INC COMMON 0.9%

Value ($000) $3,525 Shares 12,968 Est. Cost $125.96 Unrealized +113.0%

EMR EMERSON ELECTRIC CO 3.5%

Value ($000) $13,707 Shares 103,278 Est. Cost $113.54 Unrealized +16.6%

RTX RAYTHEON TECHNOLOGIES CORP 0.3%

Value ($000) $1,203 Shares 6,558 Est. Cost $67.88 Unrealized +155.3%

TER TERADYNE INC 0.1%

Value ($000) $371 Shares 1,919 Est. Cost $109.09 Unrealized +57.2%

ETN EATON CORP PLC 0.1%

Value ($000) $378 Shares 1,188 Est. Cost $107.47 Unrealized +229.7%

DELL DELL TECHNOLOGIES INC 0.1%

Value ($000) $420 Shares 3,340 Est. Cost $60.16 Unrealized +134.0%

KR KROGER CO 0.2%

Value ($000) $659 Shares 10,543 Est. Cost $29.06 Unrealized +124.4%

IVV ISHARES CORE S&P 500 ETF 0.6%

Value ($000) $2,523 Shares 3,683 Est. Cost $380.85 Unrealized —

UBER UBER TECHNOLOGIES INC COM 0.1%

Value ($000) $214 Shares 2,624 Est. Cost $82.32 Unrealized +9.4%

MS MORGAN STANLEY 0.1%

Value ($000) $386 Shares 2,175 Est. Cost $91.41 Unrealized +82.1%

BAC BANK AMER CORP COMMON 0.2%

Value ($000) $659 Shares 11,986 Est. Cost $26.86 Unrealized +96.1%

EFA ISHARES MSCI EAFE 0.3%

Value ($000) $1,267 Shares 13,190 Est. Cost $72.97 Unrealized —

HUBB HUBBELL INC NPV 0.3%

Value ($000) $1,121 Shares 2,525 Est. Cost $140.57 Unrealized +211.0%

SYF SYNCHRONY FINL COM 0.1%

Value ($000) $244 Shares 2,926 Est. Cost $72.04 Unrealized +5.9%

JPM JPMORGAN CHASE & CO 0.5%

Value ($000) $2,058 Shares 6,388 Est. Cost $97.45 Unrealized +217.6%

IWM ISHARES RUSSELL 2000 0.5%

Value ($000) $1,856 Shares 7,538 Est. Cost $196.07 Unrealized —

MCO MOODYS CORP 0.1%

Value ($000) $454 Shares 888 Est. Cost $260.12 Unrealized +87.4%

ACWI ISHARES TR MSCI 0.2%

Value ($000) $974 Shares 6,881 Est. Cost $90.71 Unrealized —

SCHW SCHWAB CHARLES CORP NEW 0.1%

Value ($000) $273 Shares 2,730 Est. Cost $78.26 Unrealized +21.1%

EEM ISHARES MSCI EMERG 0.1%

Value ($000) $569 Shares 10,400 Est. Cost $51.67 Unrealized —

LOW LOWES COS INC COMMON 0.1%

Value ($000) $397 Shares 1,645 Est. Cost $210.37 Unrealized +14.0%

CRWD CROWDSTRIKE HOLDINGS INC CL A 0.1%

Value ($000) $263 Shares 561 Est. Cost $332.51 Unrealized +53.1%

GNMA ISHARES GNMA BOND ETF 0.6%

Value ($000) $2,467 Shares 55,380 Est. Cost $46.60 Unrealized —

QCOM QUALCOMM INC COMMON 0.1%

Value ($000) $341 Shares 1,992 Est. Cost $174.73 Unrealized -2.3%

INTU INTUIT 0.1%

Value ($000) $339 Shares 512 Est. Cost $572.26 Unrealized +15.5%

EXI ISHARES S&P GLO INDS 0.1%

Value ($000) $416 Shares 2,375 Est. Cost $107.03 Unrealized —

QLTA ISHARES AAA-A RATED CORP BOND E 0.2%

Value ($000) $765 Shares 15,900 Est. Cost $49.39 Unrealized —

IXN ISHARES S&P GLOB TECH SECTOR ID 0.1%

Value ($000) $226 Shares 2,157 Est. Cost $103.21 Unrealized —

SHM SPDR SER TR NUVEEN BLOOMBERG BA 0.2%

Value ($000) $713 Shares 14,851 Est. Cost $49.55 Unrealized —

MPWR MONOLITHIC POWER SYSTEMS INC 0.1%

Value ($000) $207 Shares 228 Est. Cost $808.07 Unrealized +18.9%

AGZ ISHARES AGENCY BOND ETF 0.6%

Value ($000) $2,540 Shares 23,035 Est. Cost $112.40 Unrealized —

VO VANGUARD IND FD MID-CAP ETF 0.1%

Value ($000) $207 Shares 712 Est. Cost $293.74 Unrealized —

VXF VANGUARD INDEX FUNDS VANGUARD E 0.2%

Value ($000) $754 Shares 3,605 Est. Cost $129.78 Unrealized —

JPST JP MORGAN ULTRA SHORT INC ETF 0.1%

Value ($000) $208 Shares 4,115 Est. Cost $50.75 Unrealized —

IGSB ISHARES SHORT-TERM CORPORATE BD 0.1%

Value ($000) $203 Shares 3,830 Est. Cost $52.37 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MRK	MERCK & CO INC NEW	15,434	$1,625	0.4%	$67.71	+37.7%	Equities	58933Y105
MSFT	MICROSOFT CORP	7,273	$3,517	0.9%	$215.48	+132.3%	Equities	594918104
AAPL	APPLE INC COMMON	12,968	$3,525	0.9%	$125.96	+113.0%	Equities	037833100
EMR	EMERSON ELECTRIC CO	103,278	$13,707	3.5%	$113.54	+16.6%	Equities	291011104
RTX	RAYTHEON TECHNOLOGIES CORP	6,558	$1,203	0.3%	$67.88	+155.3%	Equities	75513E101
TER	TERADYNE INC	1,919	$371	0.1%	$109.09	+57.2%	Equities	880770102
ETN	EATON CORP PLC	1,188	$378	0.1%	$107.47	+229.7%	Equities	G29183103
DELL	DELL TECHNOLOGIES INC	3,340	$420	0.1%	$60.16	+134.0%	Equities	24703L202
KR	KROGER CO	10,543	$659	0.2%	$29.06	+124.4%	Equities	501044101
IVV	ISHARES CORE S&P 500 ETF	3,683	$2,523	0.6%	$380.85	—	Equities	464287200
UBER	UBER TECHNOLOGIES INC COM	2,624	$214	0.1%	$82.32	+9.4%	Equities	90353T100
MS	MORGAN STANLEY	2,175	$386	0.1%	$91.41	+82.1%	Equities	617446448
BAC	BANK AMER CORP COMMON	11,986	$659	0.2%	$26.86	+96.1%	Equities	060505104
EFA	ISHARES MSCI EAFE	13,190	$1,267	0.3%	$72.97	—	Equities	464287465
HUBB	HUBBELL INC NPV	2,525	$1,121	0.3%	$140.57	+211.0%	Equities	443510607
SYF	SYNCHRONY FINL COM	2,926	$244	0.1%	$72.04	+5.9%	Equities	87165B103
JPM	JPMORGAN CHASE & CO	6,388	$2,058	0.5%	$97.45	+217.6%	Equities	46625H100
IWM	ISHARES RUSSELL 2000	7,538	$1,856	0.5%	$196.07	—	Equities	464287655
MCO	MOODYS CORP	888	$454	0.1%	$260.12	+87.4%	Equities	615369105
ACWI	ISHARES TR MSCI	6,881	$974	0.2%	$90.71	—	Equities	464288257
SCHW	SCHWAB CHARLES CORP NEW	2,730	$273	0.1%	$78.26	+21.1%	Equities	808513105
EEM	ISHARES MSCI EMERG	10,400	$569	0.1%	$51.67	—	Equities	464287234
LOW	LOWES COS INC COMMON	1,645	$397	0.1%	$210.37	+14.0%	Equities	548661107
CRWD	CROWDSTRIKE HOLDINGS INC CL A	561	$263	0.1%	$332.51	+53.1%	Equities	22788C105
GNMA	ISHARES GNMA BOND ETF	55,380	$2,467	0.6%	$46.60	—	Equities	46429B333
QCOM	QUALCOMM INC COMMON	1,992	$341	0.1%	$174.73	-2.3%	Equities	747525103
INTU	INTUIT	512	$339	0.1%	$572.26	+15.5%	Equities	461202103
EXI	ISHARES S&P GLO INDS	2,375	$416	0.1%	$107.03	—	Equities	464288729
QLTA	ISHARES AAA-A RATED CORP BOND E	15,900	$765	0.2%	$49.39	—	Equities	46429B291
IXN	ISHARES S&P GLOB TECH SECTOR ID	2,157	$226	0.1%	$103.21	—	Equities	464287291
SHM	SPDR SER TR NUVEEN BLOOMBERG BA	14,851	$713	0.2%	$49.55	—	Equities	78468R739
MPWR	MONOLITHIC POWER SYSTEMS INC	228	$207	0.1%	$808.07	+18.9%	Equities	609839105
AGZ	ISHARES AGENCY BOND ETF	23,035	$2,540	0.6%	$112.40	—	Equities	464288166
VO	VANGUARD IND FD MID-CAP ETF	712	$207	0.1%	$293.74	—	Equities	922908629
VXF	VANGUARD INDEX FUNDS VANGUARD E	3,605	$754	0.2%	$129.78	—	Equities	922908652
JPST	JP MORGAN ULTRA SHORT INC ETF	4,115	$208	0.1%	$50.75	—	Equities	46641Q837
IGSB	ISHARES SHORT-TERM CORPORATE BD	3,830	$203	0.1%	$52.37	—	Equities	464288646