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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | THE CHARLES SCHWAB CORPORATION | $331.0M | 3522501 | 58.00% |
| 2 | ISHARES TR | $148.9M | 228018 | 26.10% |
| 3 | VANGUARD TAX-MANAGED FDS | $39.4M | 615193 | 6.91% |
| 4 | ISHARES TR | $28.2M | 311497 | 4.94% |
| 5 | VANGUARD INTL EQUITY INDEX F | $12.3M | 226667 | 2.15% |
| 6 | ISHARES INC | $9.5M | 136597 | 1.67% |
| 7 | FRANKLIN TEMPLETON DIGITAL H | $1.4M | 34465 | 0.24% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.