Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	429,773 (+3.3%)	$31.56M (+3.0%)	19.7%	$74.68	—	TOTAL BND MRKT	921937835
NVDA	NVIDIA CORPORATION	12,552 (+1.1%)	$2.512M (+16.0%)	1.6%	$93.57	—	COM	67066G104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,675 (+55.8%)	$838K (+62.7%)	0.5%	$392.69	—	CL B NEW	084670702
VO	VANGUARD INDEX FDS	3,512 (+305.5%)	$283K (+13.8%)	0.2%	$111.16	—	MID CAP ETF	922908629

Exited Positions (8)

WM WASTE MGMT INC DEL 0.3%

Value $460K Shares 2,000 Est. Cost $229.63 Unrealized —

VDE VANGUARD WORLD FD 0.3%

Value $433K Shares 2,500 Est. Cost $123.05 Unrealized —

ENB ENBRIDGE INC 0.2%

Value $271K Shares 5,000 Est. Cost $35.52 Unrealized —

JNJ JOHNSON & JOHNSON 0.2%

Value $247K Shares 1,010 Est. Cost $197.01 Unrealized —

DVN DEVON ENERGY CORP NEW 0.1%

Value $231K Shares 4,590 Est. Cost $40.25 Unrealized —

SO SOUTHERN CO 0.1%

Value $215K Shares 2,232 Est. Cost $89.54 Unrealized —

MCD MCDONALDS CORP 0.1%

Value $214K Shares 687 Est. Cost $292.89 Unrealized —

PNW PINNACLE WEST CAP CORP 0.1%

Value $202K Shares 2,000 Est. Cost $93.50 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WM	WASTE MGMT INC DEL	2,000	$460K	0.3%	$229.63	—	—	94106L109
VDE	VANGUARD WORLD FD	2,500	$433K	0.3%	$123.05	—	—	92204A306
ENB	ENBRIDGE INC	5,000	$271K	0.2%	$35.52	—	—	29250N105
JNJ	JOHNSON & JOHNSON	1,010	$247K	0.2%	$197.01	—	—	478160104
DVN	DEVON ENERGY CORP NEW	4,590	$231K	0.1%	$40.25	—	—	25179M103
SO	SOUTHERN CO	2,232	$215K	0.1%	$89.54	—	—	842587107
MCD	MCDONALDS CORP	687	$214K	0.1%	$292.89	—	—	580135101
PNW	PINNACLE WEST CAP CORP	2,000	$202K	0.1%	$93.50	—	—	723484101

Decreased Positions (6)

CVX CHEVRON CORPORATION 1.1%

Value $1.773M (-32.5%) Shares 10,698 (-15.8%) Est. Cost $150.57 Unrealized —

VB VANGUARD INDEX FDS 2.1%

Value $3.396M (+12.5%) Shares 11,205 (-2.8%) Est. Cost $187.54 Unrealized —

VEU VANGUARD INTL EQUITY INDEX F 2.2%

Value $3.463M (+10.3%) Shares 41,345 (-1.1%) Est. Cost $50.54 Unrealized —

DUK DUKE ENERGY CORP NEW 1.0%

Value $1.646M (-16.2%) Shares 13,000 (-13.3%) Est. Cost $88.91 Unrealized —

T AT&T INC 0.2%

Value $398K (-43.3%) Shares 19,220 (-20.6%) Est. Cost $18.55 Unrealized —

EVRG EVERGY INC 0.6%

Value $985K (-4.5%) Shares 11,400 (-9.5%) Est. Cost $53.78 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVX	CHEVRON CORPORATION	10,698 (-15.8%)	$1.773M (-32.5%)	1.1%	$150.57	—	COM	166764100
VB	VANGUARD INDEX FDS	11,205 (-2.8%)	$3.396M (+12.5%)	2.1%	$187.54	—	SMALL CP ETF	922908751
VEU	VANGUARD INTL EQUITY INDEX F	41,345 (-1.1%)	$3.463M (+10.3%)	2.2%	$50.54	—	ALLWRLD EX US	922042775
DUK	DUKE ENERGY CORP NEW	13,000 (-13.3%)	$1.646M (-16.2%)	1.0%	$88.91	—	COM NEW	26441C204
T	AT&T INC	19,220 (-20.6%)	$398K (-43.3%)	0.2%	$18.55	—	COM	00206R102
EVRG	EVERGY INC	11,400 (-9.5%)	$985K (-4.5%)	0.6%	$53.78	—	COM	30034W106

Unchanged Positions (19)

VTI VANGUARD INDEX FDS 32.3%

Value $51.71M Shares 139,687 Est. Cost $204.69 Unrealized —

VOO VANGUARD INDEX FDS 12.5%

Value $20.1M Shares 29,266 Est. Cost $386.57 Unrealized —

VXUS VANGUARD STAR FDS 12.4%

Value $19.83M Shares 231,843 Est. Cost $52.47 Unrealized —

XOM EXXON MOBIL CORP 1.8%

Value $2.948M Shares 21,564 Est. Cost $99.99 Unrealized —

NSC NORFOLK SOUTHN CORP 4.5%

Value $7.144M Shares 22,709 Est. Cost $220.99 Unrealized —

MU MICRON TECHNOLOGY INC 0.5%

Value $859K Shares 744 Est. Cost $229.35 Unrealized —

AAPL APPLE INC 1.2%

Value $1.978M Shares 6,835 Est. Cost $146.61 Unrealized —

TXN TEXAS INSTRS INC 0.3%

Value $485K Shares 1,626 Est. Cost $152.20 Unrealized —

PEP PEPSICO INC 0.7%

Value $1.09M Shares 8,050 Est. Cost $156.40 Unrealized —

SPTM SPDR SERIES TRUST 0.6%

Value $953K Shares 10,500 Est. Cost $47.68 Unrealized —

MRK MERCK & CO INC 1.0%

Value $1.555M Shares 12,105 Est. Cost $92.08 Unrealized —

SSO PROSHARES TR 0.2%

Value $290K Shares 4,301 Est. Cost $85.03 Unrealized —

AMZN AMAZON COM INC 0.3%

Value $524K Shares 2,200 Est. Cost $112.48 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.3%

Value $422K Shares 1,500 Est. Cost $122.88 Unrealized —

KO COCA COLA CO 0.5%

Value $813K Shares 10,000 Est. Cost $54.91 Unrealized —

MMM 3M CO 0.3%

Value $437K Shares 2,700 Est. Cost $90.99 Unrealized —

SBSI SOUTHSIDE BANCSHARES INC 0.2%

Value $347K Shares 9,856 Est. Cost $35.53 Unrealized —

AEP AMERICAN ELEC PWR CO INC 0.5%

Value $855K Shares 6,248 Est. Cost $80.87 Unrealized —

PG PROCTER & GAMBLE CO 0.5%

Value $881K Shares 6,008 Est. Cost $129.85 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	139,687	$51.71M	32.3%	$204.69	—	TOTAL STK MKT	922908769
VOO	VANGUARD INDEX FDS	29,266	$20.1M	12.5%	$386.57	—	S&P 500 ETF SHS	922908363
VXUS	VANGUARD STAR FDS	231,843	$19.83M	12.4%	$52.47	—	VG TL INTL STK F	921909768
XOM	EXXON MOBIL CORP	21,564	$2.948M	1.8%	$99.99	—	COM	30231G102
NSC	NORFOLK SOUTHN CORP	22,709	$7.144M	4.5%	$220.99	—	COM	655844108
MU	MICRON TECHNOLOGY INC	744	$859K	0.5%	$229.35	—	COM	595112103
AAPL	APPLE INC	6,835	$1.978M	1.2%	$146.61	—	COM	037833100
TXN	TEXAS INSTRS INC	1,626	$485K	0.3%	$152.20	—	COM	882508104
PEP	PEPSICO INC	8,050	$1.09M	0.7%	$156.40	—	COM	713448108
SPTM	SPDR SERIES TRUST	10,500	$953K	0.6%	$47.68	—	ST STR PR SP1500	78464A805
MRK	MERCK & CO INC	12,105	$1.555M	1.0%	$92.08	—	COM	58933Y105
SSO	PROSHARES TR	4,301	$290K	0.2%	$85.03	—	PSHS ULT S&P 500	74347R107
AMZN	AMAZON COM INC	2,200	$524K	0.3%	$112.48	—	COM	023135106
IBM	INTERNATIONAL BUSINESS MACHS	1,500	$422K	0.3%	$122.88	—	COM	459200101
KO	COCA COLA CO	10,000	$813K	0.5%	$54.91	—	COM	191216100
MMM	3M CO	2,700	$437K	0.3%	$90.99	—	COM	88579Y101
SBSI	SOUTHSIDE BANCSHARES INC	9,856	$347K	0.2%	$35.53	—	COM	84470P109
AEP	AMERICAN ELEC PWR CO INC	6,248	$855K	0.5%	$80.87	—	COM	025537101
PG	PROCTER & GAMBLE CO	6,008	$881K	0.5%	$129.85	—	COM	742718109