Capasso Planning Partners LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BNDX	VANGUARD CHARLOTTE FDS	13,435	$649	0.4%	$48.32	—	TOTAL INT BD ETF	92203J407
BUFY	FIRST TR EXCHNG TRADED FD VI	22,820	$508	0.3%	$22.24	—	FT VEST LADDERED	33740F169
DOCT	FIRST TR EXCHNG TRADED FD VI	11,369	$504	0.3%	$44.29	—	FT VEST UQ EQT	33740F672
BUFS	FIRST TR EXCHNG TRADED FD VI	21,882	$500	0.3%	$22.84	—	VEST LADDERED SM	33740F243
BND	VANGUARD BD INDEX FDS	6,434	$477	0.3%	$74.07	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	6,096	$460	0.3%	$75.44	—	VG TL INTL STK F	921909768
NOVM	FIRST TR EXCHNG TRADED FD VI	12,055	$396	0.2%	$32.88	—	FT VEST US EQ MA	33740U521
DNOV	FIRST TR EXCHNG TRADED FD VI	8,053	$393	0.2%	$48.84	—	FT VEST US EQT	33740F839
ABBV	ABBVIE INC	2,500	$371	0.2%	$143.65	+58.4%	PUT	00287Y109
ABT	ABBOTT LABS	2,900	$298	0.2%	$116.46	+9.3%	PUT	002824100
FNOV	FIRST TR EXCHNG TRADED FD VI	4,682	$257	0.1%	$54.83	—	FT VEST US EQT	33740F847
IWM	ISHARES TR	1,012	$249	0.1%	$246.16	—	RUSSELL 2000 ETF	464287655
PLTR	PALANTIR TECHNOLOGIES INC	1,381	$245	0.1%	$181.03	0.0%	CL A	69608A108
SUSC	ISHARES TR	9,527	$223	0.1%	$23.38	—	ESG AWRE USD ETF	46435G193
JPM	JPMORGAN CHASE & CO.	659	$212	0.1%	$309.53	0.0%	COM	46625H100

Increased Positions (22)

BUFR FIRST TR EXCHNG TRADED FD VI 6.8%

Value ($000) $12,458 (+192.0%) Shares 363,625 (+184.8%) Est. Cost $33.31 Unrealized —

VTI VANGUARD INDEX FDS 2.7%

Value ($000) $4,912 (+193.1%) Shares 14,652 (+186.9%) Est. Cost $296.00 Unrealized —

MUB ISHARES TR 1.9%

Value ($000) $3,487 (+197.4%) Shares 32,553 (+195.7%) Est. Cost $108.62 Unrealized —

SPTM SPDR SERIES TRUST 8.9%

Value ($000) $16,197 (+10.4%) Shares 196,326 (+7.9%) Est. Cost $60.72 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 6.3%

Value ($000) $11,458 (+12.6%) Shares 183,410 (+8.0%) Est. Cost $51.12 Unrealized —

SLYV SPDR SERIES TRUST 4.6%

Value ($000) $8,344 (+15.9%) Shares 91,720 (+12.9%) Est. Cost $83.95 Unrealized —

STIP ISHARES TR 1.1%

Value ($000) $1,937 (+118.6%) Shares 18,913 (+120.7%) Est. Cost $103.73 Unrealized —

SPTI SPDR SERIES TRUST 6.2%

Value ($000) $11,230 (+10.2%) Shares 389,389 (+10.4%) Est. Cost $29.91 Unrealized —

AAPL APPLE INC 3.1%

Value ($000) $5,641 (+20.1%) Shares 20,749 (+12.5%) Est. Cost $175.01 Unrealized +53.3%

MSFT MICROSOFT CORP 0.7%

Value ($000) $1,227 (+98.4%) Shares 2,538 (+112.4%) Est. Cost $419.23 Unrealized +19.4%

GOOG ALPHABET INC 0.4%

Value ($000) $800 (+198.7%) Shares 2,550 (+131.8%) Est. Cost $233.93 Unrealized +22.4%

BUFD FIRST TR EXCHNG TRADED FD VI 0.6%

Value ($000) $1,037 (+99.3%) Shares 36,710 (+95.1%) Est. Cost $27.93 Unrealized —

SHY ISHARES TR 3.2%

Value ($000) $5,900 (+7.3%) Shares 71,242 (+7.4%) Est. Cost $82.39 Unrealized —

VCIT VANGUARD SCOTTSDALE FDS 2.9%

Value ($000) $5,335 (+7.9%) Shares 63,707 (+8.4%) Est. Cost $89.13 Unrealized —

AVEM AMERICAN CENTY ETF TR 2.6%

Value ($000) $4,835 (+8.0%) Shares 62,778 (+5.3%) Est. Cost $60.73 Unrealized —

AVDV AMERICAN CENTY ETF TR 1.6%

Value ($000) $2,871 (+12.8%) Shares 30,552 (+6.9%) Est. Cost $64.91 Unrealized —

AMZN AMAZON COM INC 0.6%

Value ($000) $1,096 (+31.6%) Shares 4,747 (+25.2%) Est. Cost $171.07 Unrealized +33.7%

REET ISHARES TR 1.2%

Value ($000) $2,130 (+10.4%) Shares 85,373 (+13.1%) Est. Cost $27.54 Unrealized —

VCSH VANGUARD SCOTTSDALE FDS 1.8%

Value ($000) $3,214 (+5.3%) Shares 40,313 (+5.5%) Est. Cost $80.63 Unrealized —

AVUV AMERICAN CENTY ETF TR 0.4%

Value ($000) $663 (+5.4%) Shares 6,506 (+2.9%) Est. Cost $99.60 Unrealized —

OCTM FIRST TR EXCHNG TRADED FD VI 0.4%

Value ($000) $720 (+4.6%) Shares 22,053 (+3.1%) Est. Cost $30.57 Unrealized —

SPYM SPDR SERIES TRUST 0.1%

Value ($000) $269 (+5.5%) Shares 3,353 (+3.0%) Est. Cost $78.39 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BUFR	FIRST TR EXCHNG TRADED FD VI	363,625 (+184.8%)	$12,458 (+192.0%)	6.8%	$33.31	—	FT VEST LADDERED	33740F755
VTI	VANGUARD INDEX FDS	14,652 (+186.9%)	$4,912 (+193.1%)	2.7%	$296.00	—	TOTAL STK MKT	922908769
MUB	ISHARES TR	32,553 (+195.7%)	$3,487 (+197.4%)	1.9%	$108.62	—	NATIONAL MUN ETF	464288414
SPTM	SPDR SERIES TRUST	196,326 (+7.9%)	$16,197 (+10.4%)	8.9%	$60.72	—	STATE STREET SPD	78464A805
VEA	VANGUARD TAX-MANAGED FDS	183,410 (+8.0%)	$11,458 (+12.6%)	6.3%	$51.12	—	VAN FTSE DEV MKT	921943858
SLYV	SPDR SERIES TRUST	91,720 (+12.9%)	$8,344 (+15.9%)	4.6%	$83.95	—	STATE STREET SPD	78464A300
STIP	ISHARES TR	18,913 (+120.7%)	$1,937 (+118.6%)	1.1%	$103.73	—	0-5 YR TIPS ETF	46429B747
SPTI	SPDR SERIES TRUST	389,389 (+10.4%)	$11,230 (+10.2%)	6.2%	$29.91	—	STATE STREET SPD	78464A672
AAPL	APPLE INC	20,749 (+12.5%)	$5,641 (+20.1%)	3.1%	$175.01	+53.3%	COM	037833100
MSFT	MICROSOFT CORP	2,538 (+112.4%)	$1,227 (+98.4%)	0.7%	$419.23	+19.4%	COM	594918104
GOOG	ALPHABET INC	2,550 (+131.8%)	$800 (+198.7%)	0.4%	$233.93	+22.4%	CAP STK CL C	02079K107
BUFD	FIRST TR EXCHNG TRADED FD VI	36,710 (+95.1%)	$1,037 (+99.3%)	0.6%	$27.93	—	FT VEST LADDERED	33740U703
SHY	ISHARES TR	71,242 (+7.4%)	$5,900 (+7.3%)	3.2%	$82.39	—	1 3 YR TREAS BD	464287457
VCIT	VANGUARD SCOTTSDALE FDS	63,707 (+8.4%)	$5,335 (+7.9%)	2.9%	$89.13	—	INT-TERM CORP	92206C870
AVEM	AMERICAN CENTY ETF TR	62,778 (+5.3%)	$4,835 (+8.0%)	2.6%	$60.73	—	AVANTIS EMGMKT	025072604
AVDV	AMERICAN CENTY ETF TR	30,552 (+6.9%)	$2,871 (+12.8%)	1.6%	$64.91	—	INTL SMCP VLU	025072802
AMZN	AMAZON COM INC	4,747 (+25.2%)	$1,096 (+31.6%)	0.6%	$171.07	+33.7%	COM	023135106
REET	ISHARES TR	85,373 (+13.1%)	$2,130 (+10.4%)	1.2%	$27.54	—	GLOBAL REIT ETF	46434V647
VCSH	VANGUARD SCOTTSDALE FDS	40,313 (+5.5%)	$3,214 (+5.3%)	1.8%	$80.63	—	SHRT TRM CORP BD	92206C409
AVUV	AMERICAN CENTY ETF TR	6,506 (+2.9%)	$663 (+5.4%)	0.4%	$99.60	—	US SML CP VALU	025072877
OCTM	FIRST TR EXCHNG TRADED FD VI	22,053 (+3.1%)	$720 (+4.6%)	0.4%	$30.57	—	FT VEST US EQUIT	33740F136
SPYM	SPDR SERIES TRUST	3,353 (+3.0%)	$269 (+5.5%)	0.1%	$78.39	—	STATE STREET SPD	78464A854

Exited Positions (9)

AAPL APPLE INC 1.4%

Value ($000) $2,597 Shares 10,200 Est. Cost $175.01 Unrealized +53.3%

FLHY FRANKLIN TEMPLETON ETF TR 0.2%

Value ($000) $393 Shares 16,030 Est. Cost $23.71 Unrealized —

SH PROSHARES TR 0.2%

Value ($000) $373 Shares 10,102 Est. Cost $39.68 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 0.2%

Value ($000) $322 Shares 1,494 Est. Cost $178.24 Unrealized —

SDY SPDR SERIES TRUST 0.1%

Value ($000) $270 Shares 1,932 Est. Cost $127.19 Unrealized —

CALF PACER FDS TR 0.1%

Value ($000) $250 Shares 5,702 Est. Cost $43.56 Unrealized —

ECOW PACER FDS TR 0.1%

Value ($000) $234 Shares 9,561 Est. Cost $20.28 Unrealized —

RSPH INVESCO EXCHANGE TRADED FD T 0.1%

Value ($000) $234 Shares 7,947 Est. Cost $29.39 Unrealized —

MOAT VANECK ETF TRUST 0.1%

Value ($000) $216 Shares 2,178 Est. Cost $86.61 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	10,200	$2,597	1.4%	$175.01	+53.3%	PUT	037833100
FLHY	FRANKLIN TEMPLETON ETF TR	16,030	$393	0.2%	$23.71	—	—	35473P629
SH	PROSHARES TR	10,102	$373	0.2%	$39.68	—	—	74349Y753
VIG	VANGUARD SPECIALIZED FUNDS	1,494	$322	0.2%	$178.24	—	—	921908844
SDY	SPDR SERIES TRUST	1,932	$270	0.1%	$127.19	—	—	78464A763
CALF	PACER FDS TR	5,702	$250	0.1%	$43.56	—	—	69374H857
ECOW	PACER FDS TR	9,561	$234	0.1%	$20.28	—	—	69374H865
RSPH	INVESCO EXCHANGE TRADED FD T	7,947	$234	0.1%	$29.39	—	—	46137V332
MOAT	VANECK ETF TRUST	2,178	$216	0.1%	$86.61	—	—	92189F643

Decreased Positions (31)

FTSM FIRST TR EXCHANGE-TRADED FD 4.2%

Value ($000) $7,639 (-18.3%) Shares 127,465 (-18.4%) Est. Cost $59.80 Unrealized —

MARM FIRST TR EXCHNG TRADED FD VI 0.7%

Value ($000) $1,249 (-37.9%) Shares 37,798 (-38.7%) Est. Cost $32.12 Unrealized —

SPY SPDR S&P 500 ETF TR 20.8%

Value ($000) $37,985 (-1.2%) Shares 55,703 (-3.5%) Est. Cost $457.81 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.9%

Value ($000) $1,588 (-18.6%) Shares 57,877 (-19.0%) Est. Cost $64.24 Unrealized —

SCHF SCHWAB STRATEGIC TR 0.4%

Value ($000) $669 (-26.2%) Shares 27,838 (-28.5%) Est. Cost $24.53 Unrealized —

DIVO AMPLIFY ETF TR 0.3%

Value ($000) $504 (-31.3%) Shares 11,322 (-31.2%) Est. Cost $38.70 Unrealized —

FNDX SCHWAB STRATEGIC TR 0.8%

Value ($000) $1,542 (-12.7%) Shares 56,686 (-15.6%) Est. Cost $44.31 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%

Value ($000) $2,613 (-7.8%) Shares 5,198 (-7.8%) Est. Cost $365.99 Unrealized +35.9%

ABBV ABBVIE INC 0.6%

Value ($000) $1,147 (-15.1%) Shares 5,020 (-14.0%) Est. Cost $143.65 Unrealized +58.4%

COWZ PACER FDS TR 0.2%

Value ($000) $377 (-33.2%) Shares 6,273 (-36.2%) Est. Cost $54.49 Unrealized —

ICOW PACER FDS TR 0.2%

Value ($000) $360 (-30.4%) Shares 9,307 (-34.4%) Est. Cost $30.36 Unrealized —

SUB ISHARES TR 0.2%

Value ($000) $326 (-32.1%) Shares 3,055 (-32.1%) Est. Cost $105.49 Unrealized —

QQQ INVESCO QQQ TR 0.5%

Value ($000) $881 (-14.7%) Shares 1,435 (-16.6%) Est. Cost $467.84 Unrealized —

SCHX SCHWAB STRATEGIC TR 0.3%

Value ($000) $610 (-17.1%) Shares 22,664 (-18.8%) Est. Cost $42.33 Unrealized —

SCYB SCHWAB STRATEGIC TR 0.1%

Value ($000) $269 (-31.5%) Shares 10,192 (-30.7%) Est. Cost $46.42 Unrealized —

IJH ISHARES TR 0.4%

Value ($000) $792 (-12.9%) Shares 12,006 (-13.9%) Est. Cost $91.47 Unrealized —

VOO VANGUARD INDEX FDS 1.6%

Value ($000) $2,836 (-3.8%) Shares 4,522 (-6.1%) Est. Cost $469.85 Unrealized —

COWG PACER FDS TR 0.2%

Value ($000) $310 (-24.6%) Shares 8,798 (-22.2%) Est. Cost $27.15 Unrealized —

VBR VANGUARD INDEX FDS 0.2%

Value ($000) $332 (-22.7%) Shares 1,565 (-23.9%) Est. Cost $167.13 Unrealized —

IQLT ISHARES TR 0.2%

Value ($000) $421 (-12.6%) Shares 9,257 (-15.0%) Est. Cost $39.05 Unrealized —

LLY ELI LILLY & CO 0.3%

Value ($000) $565 (-8.5%) Shares 526 (-35.1%) Est. Cost $754.92 Unrealized +26.6%

ESGU ISHARES TR 0.4%

Value ($000) $674 (-6.3%) Shares 4,525 (-8.4%) Est. Cost $104.04 Unrealized —

ESGD ISHARES TR 0.3%

Value ($000) $586 (-5.3%) Shares 6,166 (-7.4%) Est. Cost $76.49 Unrealized —

ESGE ISHARES INC 0.1%

Value ($000) $271 (-9.8%) Shares 6,142 (-11.3%) Est. Cost $36.63 Unrealized —

IJR ISHARES TR 0.4%

Value ($000) $804 (-2.8%) Shares 6,687 (-3.9%) Est. Cost $108.93 Unrealized —

NVDA NVIDIA CORPORATION 0.4%

Value ($000) $746 (-2.1%) Shares 3,999 (-2.0%) Est. Cost $95.46 Unrealized +95.0%

NUSC NUSHARES ETF TR 0.2%

Value ($000) $423 (-3.6%) Shares 9,482 (-4.8%) Est. Cost $40.18 Unrealized —

ACWI ISHARES TR 0.2%

Value ($000) $323 (+1.0%) Shares 2,283 (-1.3%) Est. Cost $106.07 Unrealized —

DDEC FIRST TR EXCHNG TRADED FD VI 0.1%

Value ($000) $265 (+1.1%) Shares 5,870 (-1.8%) Est. Cost $39.14 Unrealized —

VYM VANGUARD WHITEHALL FDS 0.1%

Value ($000) $210 (-0.6%) Shares 1,464 (-2.4%) Est. Cost $140.95 Unrealized —

TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%

Value ($000) $304 (+0.2%) Shares 1,002 (-7.9%) Est. Cost $173.83 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FTSM	FIRST TR EXCHANGE-TRADED FD	127,465 (-18.4%)	$7,639 (-18.3%)	4.2%	$59.80	—	FIRST TR ENH NEW	33739Q408
MARM	FIRST TR EXCHNG TRADED FD VI	37,798 (-38.7%)	$1,249 (-37.9%)	0.7%	$32.12	—	VEST US EQUITY M	33740U612
SPY	SPDR S&P 500 ETF TR	55,703 (-3.5%)	$37,985 (-1.2%)	20.8%	$457.81	—	TR UNIT	78462F103
SCHD	SCHWAB STRATEGIC TR	57,877 (-19.0%)	$1,588 (-18.6%)	0.9%	$64.24	—	US DIVIDEND EQ	808524797
SCHF	SCHWAB STRATEGIC TR	27,838 (-28.5%)	$669 (-26.2%)	0.4%	$24.53	—	INTL EQTY ETF	808524805
DIVO	AMPLIFY ETF TR	11,322 (-31.2%)	$504 (-31.3%)	0.3%	$38.70	—	CWP ENHANCED DIV	032108409
FNDX	SCHWAB STRATEGIC TR	56,686 (-15.6%)	$1,542 (-12.7%)	0.8%	$44.31	—	FUNDAMENTAL US L	808524771
BRK/B	BERKSHIRE HATHAWAY INC DEL	5,198 (-7.8%)	$2,613 (-7.8%)	1.4%	$365.99	+35.9%	CL B NEW	084670702
ABBV	ABBVIE INC	5,020 (-14.0%)	$1,147 (-15.1%)	0.6%	$143.65	+58.4%	COM	00287Y109
COWZ	PACER FDS TR	6,273 (-36.2%)	$377 (-33.2%)	0.2%	$54.49	—	US CASH COWS 100	69374H881
ICOW	PACER FDS TR	9,307 (-34.4%)	$360 (-30.4%)	0.2%	$30.36	—	DEVELOPED MRKT	69374H873
SUB	ISHARES TR	3,055 (-32.1%)	$326 (-32.1%)	0.2%	$105.49	—	SHRT NAT MUN ETF	464288158
QQQ	INVESCO QQQ TR	1,435 (-16.6%)	$881 (-14.7%)	0.5%	$467.84	—	UNIT SER 1	46090E103
SCHX	SCHWAB STRATEGIC TR	22,664 (-18.8%)	$610 (-17.1%)	0.3%	$42.33	—	US LRG CAP ETF	808524201
SCYB	SCHWAB STRATEGIC TR	10,192 (-30.7%)	$269 (-31.5%)	0.1%	$46.42	—	HIGH YIELD BD ET	808524631
IJH	ISHARES TR	12,006 (-13.9%)	$792 (-12.9%)	0.4%	$91.47	—	CORE S&P MCP ETF	464287507
VOO	VANGUARD INDEX FDS	4,522 (-6.1%)	$2,836 (-3.8%)	1.6%	$469.85	—	S&P 500 ETF SHS	922908363
COWG	PACER FDS TR	8,798 (-22.2%)	$310 (-24.6%)	0.2%	$27.15	—	US LRG CP CASH	69374H360
VBR	VANGUARD INDEX FDS	1,565 (-23.9%)	$332 (-22.7%)	0.2%	$167.13	—	SM CP VAL ETF	922908611
IQLT	ISHARES TR	9,257 (-15.0%)	$421 (-12.6%)	0.2%	$39.05	—	MSCI INTL QUALTY	46434V456
LLY	ELI LILLY & CO	526 (-35.1%)	$565 (-8.5%)	0.3%	$754.92	+26.6%	COM	532457108
ESGU	ISHARES TR	4,525 (-8.4%)	$674 (-6.3%)	0.4%	$104.04	—	ESG AWR MSCI USA	46435G425
ESGD	ISHARES TR	6,166 (-7.4%)	$586 (-5.3%)	0.3%	$76.49	—	ESG AW MSCI EAFE	46435G516
ESGE	ISHARES INC	6,142 (-11.3%)	$271 (-9.8%)	0.1%	$36.63	—	ESG AWR MSCI EM	46434G863
IJR	ISHARES TR	6,687 (-3.9%)	$804 (-2.8%)	0.4%	$108.93	—	CORE S&P SCP ETF	464287804
NVDA	NVIDIA CORPORATION	3,999 (-2.0%)	$746 (-2.1%)	0.4%	$95.46	+95.0%	COM	67066G104
NUSC	NUSHARES ETF TR	9,482 (-4.8%)	$423 (-3.6%)	0.2%	$40.18	—	NUVEEN ESG SMLCP	67092P607
ACWI	ISHARES TR	2,283 (-1.3%)	$323 (+1.0%)	0.2%	$106.07	—	MSCI ACWI ETF	464288257
DDEC	FIRST TR EXCHNG TRADED FD VI	5,870 (-1.8%)	$265 (+1.1%)	0.1%	$39.14	—	FT VEST U.S.	33740U406
VYM	VANGUARD WHITEHALL FDS	1,464 (-2.4%)	$210 (-0.6%)	0.1%	$140.95	—	HIGH DIV YLD	921946406
TSM	TAIWAN SEMICONDUCTOR MFG LTD	1,002 (-7.9%)	$304 (+0.2%)	0.2%	$173.83	—	SPONSORED ADS	874039100

Unchanged Positions (8)

GOOGL ALPHABET INC 0.2%

Value ($000) $409 Shares 1,307 Est. Cost $144.88 Unrealized +97.1%

ABT ABBOTT LABS 0.2%

Value ($000) $412 Shares 3,290 Est. Cost $116.46 Unrealized +9.3%

VGK VANGUARD INTL EQUITY INDEX F 0.2%

Value ($000) $409 Shares 4,888 Est. Cost $77.50 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value ($000) $351 Shares 1,184 Est. Cost $126.47 Unrealized +136.3%

FDEC FIRST TR EXCHNG TRADED FD VI 0.1%

Value ($000) $222 Shares 4,337 Est. Cost $44.58 Unrealized —

AOCT INNOVATOR ETFS TRUST 0.4%

Value ($000) $817 Shares 30,738 Est. Cost $24.86 Unrealized —

CVX CHEVRON CORP NEW 0.2%

Value ($000) $326 Shares 2,139 Est. Cost $148.39 Unrealized +2.0%

JEPI J P MORGAN EXCHANGE TRADED F 0.3%

Value ($000) $485 Shares 8,466 Est. Cost $57.30 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	1,307	$409	0.2%	$144.88	+97.1%	CAP STK CL A	02079K305
ABT	ABBOTT LABS	3,290	$412	0.2%	$116.46	+9.3%	COM	002824100
VGK	VANGUARD INTL EQUITY INDEX F	4,888	$409	0.2%	$77.50	—	FTSE EUROPE ETF	922042874
IBM	INTERNATIONAL BUSINESS MACHS	1,184	$351	0.2%	$126.47	+136.3%	COM	459200101
FDEC	FIRST TR EXCHNG TRADED FD VI	4,337	$222	0.1%	$44.58	—	FT VEST UQ EQT	33740U505
AOCT	INNOVATOR ETFS TRUST	30,738	$817	0.4%	$24.86	—	EQUITY DEF PRO 2	45784N601
CVX	CHEVRON CORP NEW	2,139	$326	0.2%	$148.39	+2.0%	COM	166764100
JEPI	J P MORGAN EXCHANGE TRADED F	8,466	$485	0.3%	$57.30	—	EQUITY PREMIUM	46641Q332