WALLER FINANCIAL PLANNING GROUP, INC

The portfolio is highly diversified, though it relies heavily on a "core and satellite" structure built almost entirely around Exchange Traded Funds (ETFs). The strategy is characterized by a heavy allocation to broad market and factor-based ETFs, with individual stock positions playing a minor, complementary role. The turnover for the quarter was exceptionally high, with 29 new positions initiated and **8 positions sold completely, indicating a substantial strategic overhaul or rebalancing effort coinciding with the inflow of new capital.

2. Key Holdings