BCK Partners, Inc. Concentrated Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VCSH	VANGUARD SCOTTSDALE FDS	554,016 (+3.5%)	$44,172 (+3.2%)	23.9%	$79.53	—	SHRT TRM CORP BD	92206C409
IGIB	ISHARES TR	384,863 (+2.5%)	$20,736 (+2.1%)	11.2%	$55.40	—	ISHS 5-10YR INVT	464288638
VTI	VANGUARD INDEX FDS	5,126 (+20.2%)	$1,719 (+22.8%)	0.9%	$211.77	—	TOTAL STK MKT	922908769
NVDA	NVIDIA CORPORATION	1,616 (+1.1%)	$301 (+1.0%)	0.2%	$126.46	+47.2%	COM	67066G104
MSFT	MICROSOFT CORP	825 (+6.5%)	$399 (-0.6%)	0.2%	$278.16	+80.0%	COM	594918104

Exited Positions (1)

EXEL EXELIXIS INC 0.1%

Value ($000) $203 Shares 4,920 Est. Cost $39.97 Unrealized +3.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EXEL	EXELIXIS INC	4,920	$203	0.1%	$39.97	+3.5%	—	30161Q104

Decreased Positions (14)

VOO VANGUARD INDEX FDS 25.9%

Value ($000) $47,948 (-2.3%) Shares 76,456 (-4.6%) Est. Cost $355.44 Unrealized —

VO VANGUARD INDEX FDS 14.9%

Value ($000) $27,588 (-3.0%) Shares 95,057 (-1.8%) Est. Cost $211.55 Unrealized —

GLW CORNING INC 1.0%

Value ($000) $1,922 (-25.4%) Shares 21,949 (-30.1%) Est. Cost $36.70 Unrealized +134.3%

VB VANGUARD INDEX FDS 11.4%

Value ($000) $21,157 (-1.3%) Shares 82,019 (-2.7%) Est. Cost $200.81 Unrealized —

SCHE SCHWAB STRATEGIC TR 1.7%

Value ($000) $3,181 (-6.3%) Shares 97,118 (-4.5%) Est. Cost $28.74 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.2%

Value ($000) $377 (-12.4%) Shares 1,142 (-8.4%) Est. Cost $326.04 Unrealized +3.4%

GOOGL ALPHABET INC 0.2%

Value ($000) $295 (+22.0%) Shares 943 (-5.2%) Est. Cost $209.20 Unrealized +36.5%

AAPL APPLE INC 0.6%

Value ($000) $1,067 (+5.2%) Shares 3,926 (-1.5%) Est. Cost $138.44 Unrealized +93.8%

SPTM SPDR SERIES TRUST 0.2%

Value ($000) $350 (-12.8%) Shares 4,242 (-14.8%) Est. Cost $48.84 Unrealized —

SCHF SCHWAB STRATEGIC TR 4.1%

Value ($000) $7,495 (-0.5%) Shares 311,778 (-3.6%) Est. Cost $28.85 Unrealized —

NSC NORFOLK SOUTHN CORP 0.2%

Value ($000) $440 (-6.9%) Shares 1,525 (-3.2%) Est. Cost $204.73 Unrealized +41.0%

SPDW SPDR INDEX SHS FDS 0.3%

Value ($000) $629 (+2.4%) Shares 14,164 (-1.3%) Est. Cost $27.49 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value ($000) $330 (-3.9%) Shares 2,743 (-10.0%) Est. Cost $71.05 Unrealized +62.6%

AMZN AMAZON COM INC 0.3%

Value ($000) $620 (+0.4%) Shares 2,685 (-4.5%) Est. Cost $118.09 Unrealized +93.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	76,456 (-4.6%)	$47,948 (-2.3%)	25.9%	$355.44	—	S&P 500 ETF SHS	922908363
VO	VANGUARD INDEX FDS	95,057 (-1.8%)	$27,588 (-3.0%)	14.9%	$211.55	—	MID CAP ETF	922908629
GLW	CORNING INC	21,949 (-30.1%)	$1,922 (-25.4%)	1.0%	$36.70	+134.3%	COM	219350105
VB	VANGUARD INDEX FDS	82,019 (-2.7%)	$21,157 (-1.3%)	11.4%	$200.81	—	SMALL CP ETF	922908751
SCHE	SCHWAB STRATEGIC TR	97,118 (-4.5%)	$3,181 (-6.3%)	1.7%	$28.74	—	EMRG MKTEQ ETF	808524706
UNH	UNITEDHEALTH GROUP INC	1,142 (-8.4%)	$377 (-12.4%)	0.2%	$326.04	+3.4%	COM	91324P102
GOOGL	ALPHABET INC	943 (-5.2%)	$295 (+22.0%)	0.2%	$209.20	+36.5%	CAP STK CL A	02079K305
AAPL	APPLE INC	3,926 (-1.5%)	$1,067 (+5.2%)	0.6%	$138.44	+93.8%	COM	037833100
SPTM	SPDR SERIES TRUST	4,242 (-14.8%)	$350 (-12.8%)	0.2%	$48.84	—	STATE STREET SPD	78464A805
SCHF	SCHWAB STRATEGIC TR	311,778 (-3.6%)	$7,495 (-0.5%)	4.1%	$28.85	—	INTL EQTY ETF	808524805
NSC	NORFOLK SOUTHN CORP	1,525 (-3.2%)	$440 (-6.9%)	0.2%	$204.73	+41.0%	COM	655844108
SPDW	SPDR INDEX SHS FDS	14,164 (-1.3%)	$629 (+2.4%)	0.3%	$27.49	—	PORTFOLIO DEVLPD	78463X889
XOM	EXXON MOBIL CORP	2,743 (-10.0%)	$330 (-3.9%)	0.2%	$71.05	+62.6%	COM	30231G102
AMZN	AMAZON COM INC	2,685 (-4.5%)	$620 (+0.4%)	0.3%	$118.09	+93.7%	COM	023135106

Unchanged Positions (6)

AMAT APPLIED MATLS INC 0.2%

Value ($000) $301 Shares 1,170 Est. Cost $140.40 Unrealized +70.6%

JNJ JOHNSON & JOHNSON 0.3%

Value ($000) $581 Shares 2,807 Est. Cost $131.69 Unrealized +49.6%

SCHA SCHWAB STRATEGIC TR 0.7%

Value ($000) $1,360 Shares 47,745 Est. Cost $41.89 Unrealized —

SPSB SPDR SERIES TRUST 0.2%

Value ($000) $429 Shares 14,220 Est. Cost $29.27 Unrealized —

SPIB SPDR SERIES TRUST 0.1%

Value ($000) $203 Shares 6,005 Est. Cost $33.58 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value ($000) $992 Shares 1,974 Est. Cost $237.70 Unrealized +109.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AMAT	APPLIED MATLS INC	1,170	$301	0.2%	$140.40	+70.6%	COM	038222105
JNJ	JOHNSON & JOHNSON	2,807	$581	0.3%	$131.69	+49.6%	COM	478160104
SCHA	SCHWAB STRATEGIC TR	47,745	$1,360	0.7%	$41.89	—	US SML CAP ETF	808524607
SPSB	SPDR SERIES TRUST	14,220	$429	0.2%	$29.27	—	STATE STREET SPD	78464A474
SPIB	SPDR SERIES TRUST	6,005	$203	0.1%	$33.58	—	STATE STREET SPD	78464A375
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,974	$992	0.5%	$237.70	+109.3%	CL B NEW	084670702