Freedom Investment Management, Inc.

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
J P MORGAN EXCHANGE TRADED F	—	$382.5K	5,216	0.1%
SELECT SECTOR SPDR TR	—	$391.3K	2,528	0.1%
SPDR INDEX SHS FDS	—	$391.4K	8,813	0.1%
SELECT SECTOR SPDR TR	—	$396.0K	3,363	0.1%
VANGUARD INDEX FDS	—	$399.2K	1,430	0.1%
ISHARES TR	—	$399.2K	7,982	0.1%
WISDOMTREE TR	—	$400.2K	7,030	0.1%
ISHARES INC	—	$401.7K	3,383	0.1%
ISHARES TR	—	$413.0K	7,665	0.1%
PIMCO ETF TR	—	$427.5K	16,024	0.1%
NUSHARES ETF TR	—	$433.2K	4,429	0.1%
WISDOMTREE TR	—	$446.9K	5,516	0.1%
ISHARES TR	—	$452.3K	9,719	0.1%
KRANESHARES TRUST	—	$497.3K	19,438	0.1%
SPDR SERIES TRUST	—	$534.7K	5,785	0.2%
INNOVATOR ETFS TRUST	—	$536.2K	14,546	0.2%
ISHARES TR	—	$587.3K	857	0.2%
SELECT SECTOR SPDR TR	—	$643.2K	11,743	0.2%
SPDR SERIES TRUST	—	$665.8K	7,866	0.2%
BERKSHIRE HATHAWAY INC DEL	—	$754.8K	1	0.2%
VANGUARD TAX-MANAGED FDS	—	$760.1K	12,167	0.2%
First Trust Exchange-Traded Fund VIII	—	$771.1K	15,740	0.2%
ISHARES TR	—	$771.3K	7,722	0.2%
DIMENSIONAL ETF TRUST	—	$782.4K	23,906	0.2%
VANGUARD INDEX FDS	—	$814.3K	1,669	0.2%
VANGUARD INDEX FDS	—	$815.7K	3,162	0.2%
DBX ETF TR	—	$819.8K	33,406	0.2%
SPDR SERIES TRUST	—	$822.2K	8,729	0.2%
VANGUARD STAR FDS	—	$869.7K	11,528	0.3%
INNOVATOR ETFS TRUST	—	$876.3K	20,973	0.3%
SELECT SECTOR SPDR TR	—	$902.7K	6,270	0.3%
SPDR SERIES TRUST	—	$915.6K	10,065	0.3%
SCHWAB STRATEGIC TR	—	$918.4K	28,153	0.3%
VANGUARD SCOTTSDALE FDS	—	$1.02M	8,362	0.3%
DIMENSIONAL ETF TRUST	—	$1.04M	14,087	0.3%
BLACKROCK ETF TRUST	—	$1.07M	41,887	0.3%
ISHARES TR	—	$1.07M	11,993	0.3%
SPDR S&P 500 ETF TR	—	$1.11M	1,631	0.3%
PIMCO ETF TR	—	$1.30M	28,646	0.4%
VANGUARD MUN BD FDS	—	$1.46M	14,479	0.4%
J P MORGAN EXCHANGE TRADED F	—	$1.49M	29,569	0.4%
VANGUARD SCOTTSDALE FDS	—	$1.52M	16,463	0.4%
VANGUARD BD INDEX FDS	—	$1.75M	22,198	0.5%
DIMENSIONAL ETF TRUST	—	$1.98M	62,470	0.6%
JOHN HANCOCK EXCHANGE TRADED	—	$2.06M	31,507	0.6%
DIMENSIONAL ETF TRUST	—	$2.16M	43,312	0.6%
VANGUARD INDEX FDS	—	$2.20M	3,500	0.6%
DIMENSIONAL ETF TRUST	—	$2.24M	56,492	0.7%
Apple Inc.	—	$2.38M	8,771	0.7%
SPDR SERIES TRUST	—	$2.73M	25,546	0.8%