Freedom Together Foundation

Over the quarter, the portfolio experienced a positive performance, growing by 7.0% in value from $816.53 million to $873.52 million. Given that there were no capital inflows or outflows via trading (no new positions or sales), this appreciation is attributable entirely to market price appreciation of the underlying assets. The lack of turnover suggests a passive, low-maintenance approach to asset management, likely intended to minimize transaction costs and management overhead while tracking the broader US equity market.

Key Holdings