Crane Advisory, LLC Long-Term Concentrated

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SCHR	SCHWAB STRATEGIC TR	2,783,217 (+54.0%)	$69,775 (+54.0%)	10.5%	$32.78	—	INT-TRM U.S TRES	808524854
FBND	FIDELITY MERRIMACK STR TR	1,009,529 (+90.5%)	$46,570 (+89.9%)	7.0%	$46.17	—	TOTAL BD ETF	316188309
IDEV	ISHARES TR	156,172 (+28.9%)	$13,339 (+36.6%)	2.0%	$78.09	—	CORE MSCI INTL	46435G326
VTV	VANGUARD INDEX FDS	264,300 (+1.2%)	$52,041 (+7.2%)	7.9%	$138.44	—	VALUE ETF	922908744
VUG	VANGUARD INDEX FDS	175,086 (+2.3%)	$86,235 (+3.6%)	13.0%	$264.53	—	GROWTH ETF	922908736
IEMG	ISHARES INC	91,337 (+26.1%)	$6,481 (+34.4%)	1.0%	$51.27	—	CORE MSCI EMKT	46434G103
SPTS	SPDR SERIES TRUST	978,112 (+2.9%)	$28,629 (+2.9%)	4.3%	$29.01	—	STATE STREET SPD	78468R101
GOOGL	ALPHABET INC	4,885 (+3.7%)	$1,621 (+42.5%)	0.2%	$150.89	+89.3%	CAP STK CL A	02079K305
SGOV	ISHARES TR	22,513 (+13.2%)	$2,262 (+13.3%)	0.3%	$100.50	—	0-3 MNTH TREASRY	46436E718
META	META PLATFORMS INC	2,476 (+2.0%)	$1,590 (-10.7%)	0.2%	$242.47	+175.2%	CL A	30303M102
JMUB	J P MORGAN EXCHANGE TRADED F	8,174 (+83.2%)	$415 (+84.5%)	0.1%	$50.55	—	MUNICIPAL ETF	46641Q647
AMZN	AMAZON COM INC	5,531 (+5.6%)	$1,363 (+14.3%)	0.2%	$179.52	+27.4%	COM	023135106
PSLV	SPROTT ASSET MANAGEMENT LP	10,969 (+5.2%)	$309 (+80.2%)	0.0%	$17.00	—	PHYSICAL SILVER	85207K107
JPM	JPMORGAN CHASE & CO.	1,376 (+6.6%)	$446 (+13.2%)	0.1%	$156.71	+97.5%	COM	46625H100
FBTC	FIDELITY WISE ORIGIN BITCOIN	3,223 (+12.3%)	$257 (-15.2%)	0.0%	$100.73	—	SHS	315948109
TSLA	TESLA INC	497 (+2.3%)	$223 (+5.4%)	0.0%	$348.97	+27.0%	COM	88160R101
XLK	SELECT SECTOR SPDR TR	2,066 (+100.2%)	$303 (+1.3%)	0.0%	$201.22	—	STATE STREET TEC	81369Y803

Decreased Positions (16)

PULS PGIM ETF TR 11.5%

Value ($000) $76,109 (-23.4%) Shares 1,532,303 (-23.4%) Est. Cost $49.38 Unrealized —

JPST J P MORGAN EXCHANGE TRADED F 9.0%

Value ($000) $59,363 (-20.6%) Shares 1,172,033 (-20.7%) Est. Cost $50.45 Unrealized —

VOO VANGUARD INDEX FDS 16.8%

Value ($000) $111,297 (+1.6%) Shares 174,081 (-1.9%) Est. Cost $376.86 Unrealized —

GOOG ALPHABET INC 0.8%

Value ($000) $5,448 (+34.8%) Shares 16,373 (-1.9%) Est. Cost $144.24 Unrealized +98.5%

VO VANGUARD INDEX FDS 2.6%

Value ($000) $17,454 (-4.5%) Shares 58,341 (-6.5%) Est. Cost $211.60 Unrealized —

NVDA NVIDIA CORPORATION 0.3%

Value ($000) $1,833 (-12.6%) Shares 9,910 (-9.0%) Est. Cost $116.67 Unrealized +59.5%

VB VANGUARD INDEX FDS 2.7%

Value ($000) $17,964 (-1.4%) Shares 65,994 (-7.4%) Est. Cost $191.36 Unrealized —

AAPL APPLE INC 1.8%

Value ($000) $12,236 (-0.9%) Shares 47,015 (-3.3%) Est. Cost $213.12 Unrealized +25.9%

GLD SPDR GOLD TR 0.1%

Value ($000) $899 (+13.4%) Shares 2,129 (-1.9%) Est. Cost $196.55 Unrealized —

O REALTY INCOME CORP 0.1%

Value ($000) $538 (-13.0%) Shares 9,137 (-13.4%) Est. Cost $54.61 Unrealized +5.0%

JNJ JOHNSON & JOHNSON 0.3%

Value ($000) $1,960 (+2.6%) Shares 9,346 (-6.5%) Est. Cost $145.54 Unrealized +35.4%

CAT CATERPILLAR INC 0.1%

Value ($000) $464 (+12.1%) Shares 736 (-10.9%) Est. Cost $220.48 Unrealized +151.9%

SHV ISHARES TR 0.1%

Value ($000) $343 (-5.6%) Shares 3,110 (-5.6%) Est. Cost $110.21 Unrealized —

EIX EDISON INTL 0.1%

Value ($000) $455 (+4.6%) Shares 7,587 (-7.5%) Est. Cost $62.87 Unrealized -8.8%

XVV ISHARES TR 0.0%

Value ($000) $250 (-2.5%) Shares 4,666 (-5.4%) Est. Cost $36.06 Unrealized —

DIS DISNEY WALT CO 0.1%

Value ($000) $356 (-1.5%) Shares 3,156 (-3.1%) Est. Cost $97.54 Unrealized +12.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
PULS	PGIM ETF TR	1,532,303 (-23.4%)	$76,109 (-23.4%)	11.5%	$49.38	—	PGIM ULTRA SH BD	69344A107
JPST	J P MORGAN EXCHANGE TRADED F	1,172,033 (-20.7%)	$59,363 (-20.6%)	9.0%	$50.45	—	ULTRA SHRT ETF	46641Q837
VOO	VANGUARD INDEX FDS	174,081 (-1.9%)	$111,297 (+1.6%)	16.8%	$376.86	—	S&P 500 ETF SHS	922908363
GOOG	ALPHABET INC	16,373 (-1.9%)	$5,448 (+34.8%)	0.8%	$144.24	+98.5%	CAP STK CL C	02079K107
VO	VANGUARD INDEX FDS	58,341 (-6.5%)	$17,454 (-4.5%)	2.6%	$211.60	—	MID CAP ETF	922908629
NVDA	NVIDIA CORPORATION	9,910 (-9.0%)	$1,833 (-12.6%)	0.3%	$116.67	+59.5%	COM	67066G104
VB	VANGUARD INDEX FDS	65,994 (-7.4%)	$17,964 (-1.4%)	2.7%	$191.36	—	SMALL CP ETF	922908751
AAPL	APPLE INC	47,015 (-3.3%)	$12,236 (-0.9%)	1.8%	$213.12	+25.9%	COM	037833100
GLD	SPDR GOLD TR	2,129 (-1.9%)	$899 (+13.4%)	0.1%	$196.55	—	GOLD SHS	78463V107
O	REALTY INCOME CORP	9,137 (-13.4%)	$538 (-13.0%)	0.1%	$54.61	+5.0%	COM	756109104
JNJ	JOHNSON & JOHNSON	9,346 (-6.5%)	$1,960 (+2.6%)	0.3%	$145.54	+35.4%	COM	478160104
CAT	CATERPILLAR INC	736 (-10.9%)	$464 (+12.1%)	0.1%	$220.48	+151.9%	COM	149123101
SHV	ISHARES TR	3,110 (-5.6%)	$343 (-5.6%)	0.1%	$110.21	—	TRUST ISHARE 0-1	464288679
EIX	EDISON INTL	7,587 (-7.5%)	$455 (+4.6%)	0.1%	$62.87	-8.8%	COM	281020107
XVV	ISHARES TR	4,666 (-5.4%)	$250 (-2.5%)	0.0%	$36.06	—	ESG SELECT SCRE	46436E569
DIS	DISNEY WALT CO	3,156 (-3.1%)	$356 (-1.5%)	0.1%	$97.54	+12.3%	COM	254687106

Unchanged Positions (17)

VIG VANGUARD SPECIALIZED FUNDS 4.7%

Value ($000) $31,158 Shares 138,104 Est. Cost $171.98 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value ($000) $1,960 Shares 4,107 Est. Cost $395.64 Unrealized +26.5%

IQLT ISHARES TR 0.2%

Value ($000) $1,194 Shares 25,340 Est. Cost $33.11 Unrealized —

MGV VANGUARD WORLD FD 0.2%

Value ($000) $1,038 Shares 7,126 Est. Cost $91.09 Unrealized —

RSPT INVESCO EXCHANGE TRADED FD T 0.2%

Value ($000) $1,468 Shares 31,040 Est. Cost $34.43 Unrealized —

BA BOEING CO 0.1%

Value ($000) $408 Shares 1,702 Est. Cost $157.02 Unrealized +31.0%

VONE VANGUARD SCOTTSDALE FDS 0.2%

Value ($000) $1,095 Shares 3,471 Est. Cost $163.41 Unrealized —

CVX CHEVRON CORP NEW 0.1%

Value ($000) $454 Shares 2,794 Est. Cost $146.58 Unrealized +3.3%

TJX TJX COS INC NEW 0.0%

Value ($000) $251 Shares 1,600 Est. Cost $132.28 Unrealized +11.7%

XOM EXXON MOBIL CORP 0.0%

Value ($000) $316 Shares 2,546 Est. Cost $110.31 Unrealized +4.7%

IBM INTERNATIONAL BUSINESS MACHS 0.0%

Value ($000) $310 Shares 993 Est. Cost $190.74 Unrealized +56.6%

VOE VANGUARD INDEX FDS 0.1%

Value ($000) $406 Shares 2,213 Est. Cost $152.34 Unrealized —

VTI VANGUARD INDEX FDS 0.1%

Value ($000) $591 Shares 1,722 Est. Cost $183.77 Unrealized —

AON AON PLC 0.1%

Value ($000) $572 Shares 1,631 Est. Cost $275.86 Unrealized +26.6%

SPY SPDR S&P 500 ETF TR 0.1%

Value ($000) $417 Shares 600 Est. Cost $513.07 Unrealized —

PSO PEARSON PLC 0.0%

Value ($000) $197 Shares 13,705 Est. Cost $12.38 Unrealized —

HSY HERSHEY CO 0.0%

Value ($000) $266 Shares 1,375 Est. Cost $159.26 Unrealized +14.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VIG	VANGUARD SPECIALIZED FUNDS	138,104	$31,158	4.7%	$171.98	—	DIV APP ETF	921908844
MSFT	MICROSOFT CORP	4,107	$1,960	0.3%	$395.64	+26.5%	COM	594918104
IQLT	ISHARES TR	25,340	$1,194	0.2%	$33.11	—	MSCI INTL QUALTY	46434V456
MGV	VANGUARD WORLD FD	7,126	$1,038	0.2%	$91.09	—	MEGA CAP VAL ETF	921910840
RSPT	INVESCO EXCHANGE TRADED FD T	31,040	$1,468	0.2%	$34.43	—	S&P500 EQL TEC	46137V282
BA	BOEING CO	1,702	$408	0.1%	$157.02	+31.0%	COM	097023105
VONE	VANGUARD SCOTTSDALE FDS	3,471	$1,095	0.2%	$163.41	—	VNG RUS1000IDX	92206C730
CVX	CHEVRON CORP NEW	2,794	$454	0.1%	$146.58	+3.3%	COM	166764100
TJX	TJX COS INC NEW	1,600	$251	0.0%	$132.28	+11.7%	COM	872540109
XOM	EXXON MOBIL CORP	2,546	$316	0.0%	$110.31	+4.7%	COM	30231G102
IBM	INTERNATIONAL BUSINESS MACHS	993	$310	0.0%	$190.74	+56.6%	COM	459200101
VOE	VANGUARD INDEX FDS	2,213	$406	0.1%	$152.34	—	MCAP VL IDXVIP	922908512
VTI	VANGUARD INDEX FDS	1,722	$591	0.1%	$183.77	—	TOTAL STK MKT	922908769
AON	AON PLC	1,631	$572	0.1%	$275.86	+26.6%	SHS CL A	G0403H108
SPY	SPDR S&P 500 ETF TR	600	$417	0.1%	$513.07	—	TR UNIT	78462F103
PSO	PEARSON PLC	13,705	$197	0.0%	$12.38	—	SPONSORED ADR	705015105
HSY	HERSHEY CO	1,375	$266	0.0%	$159.26	+14.3%	COM	427866108