# EDGAR Filing Document

**Accession Number:** 0001582272
**File Stem:** 0001582272-25-000006
**Filing Date:** 2025-11
**Character Count:** 17420
**Document Hash:** b4b462f96eb96434a96cbe8a91673dfb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001582272-25-000006.hdr.sgml**: 20251112

**ACCESSION NUMBER**: 0001582272-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251112

**DATE AS OF CHANGE**: 20251112

**EFFECTIVENESS DATE**: 20251112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Battery Global Advisors, LLC
- **CENTRAL INDEX KEY:** 0001582272

**ORGANIZATION NAME:**
- **EIN:** 451581637
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23946
- **FILM NUMBER:** 251471567

**BUSINESS ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1510
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 6179483800

**MAIL ADDRESS:**
- **STREET 1:** 260 FRANKLIN STREET
- **STREET 2:** SUITE 1510
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Battery Global Advisors LLC<br>**Address:** 260 FRANKLIN STREET<br>SUITE 1510<br>BOSTON, MA 02110

**Form 13F File Number:** 028-23946

**CRD Number (if applicable):** 000158505

**SEC File Number (if applicable):** 801-73308

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel Burns<br>**Title:** Chief Financial Officer and Chief Compliance Officer<br>**Phone:** 6179483803

**Signature, Place, and Date of Signing:**

Daniel Burns  Boston, MA  11-12-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 148

**Form 13F Information Table Value Total:** $212698607

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 1692684 | 6648 | SH |  | SOLE |  | 6648 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 239585 | 1733 | SH |  | SOLE |  | 1733 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 10583 | 30 | SH |  | SOLE |  | 30 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 87961 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| AMEREN CORP | COM | 023608102 |  | 13115 | 126 | SH |  | SOLE |  | 126 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 80201 | 718 | SH |  | SOLE |  | 718 | 0 | 0 |
| AGCO CORP | COM | 001084102 |  | 38331 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| AMETEK INC | COM | 031100100 |  | 44932 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 68575 | 243 | SH |  | SOLE |  | 243 | 0 | 0 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 58459 | 119 | SH |  | SOLE |  | 119 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 14328 | 74 | SH |  | SOLE |  | 74 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 131742 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 5400 | 15 | SH |  | SOLE |  | 15 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 10683 | 39 | SH |  | SOLE |  | 39 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 46348 | 374 | SH |  | SOLE |  | 374 | 0 | 0 |
| APTIV PLC | SHS | G3265R107 |  | 9570 | 111 | SH |  | SOLE |  | 111 | 0 | 0 |
| BARCLAYS BANK PLC | IPATH SELCT MLP | 06742C723 |  | 786216 | 27304 | SH |  | SOLE |  | 27304 | 0 | 0 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 |  | 7488 | 54 | SH |  | SOLE |  | 54 | 0 | 0 |
| ACUITY BRANDS INC | COM | 00508Y102 |  | 40982 | 119 | SH |  | SOLE |  | 119 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 39020 | 756 | SH |  | SOLE |  | 756 | 0 | 0 |
| BAXTER INTL INC | COM | 071813109 |  | 21954 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 339084 | 3112 | SH |  | SOLE |  | 3112 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 64764 | 1436 | SH |  | SOLE |  | 1436 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 239461 | 1402 | SH |  | SOLE |  | 1402 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 |  | 47629 | 469 | SH |  | SOLE |  | 469 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 2627 | 44 | SH |  | SOLE |  | 44 | 0 | 0 |
| CATEPILLAR INC | COM | 149123101 |  | 1431 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 41887 | 478 | SH |  | SOLE |  | 478 | 0 | 0 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 2751 | 10 | SH |  | SOLE |  | 10 | 0 | 0 |
| THE CIGNA GROUP | COM | 125523100 |  | 483107 | 1676 | SH |  | SOLE |  | 1676 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 76503 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 30069 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 117423 | 1241 | SH |  | SOLE |  | 1241 | 0 | 0 |
| CRANE COMPANY | COMMON STOCK | 224408104 |  | 44009 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| CRANE NXT CO | COM | 224441105 |  | 16030 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 1033721 | 2108 | SH |  | SOLE |  | 2108 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 98251 | 1436 | SH |  | SOLE |  | 1436 | 0 | 0 |
| CINTAS CORP | COM | 172908105 |  | 48184 | 235 | SH |  | SOLE |  | 235 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 27593 | 408 | SH |  | SOLE |  | 408 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 36036 | 478 | SH |  | SOLE |  | 478 | 0 | 0 |
| DONALDSON INC | COM | 257651109 |  | 39124 | 478 | SH |  | SOLE |  | 478 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 31783 | 408 | SH |  | SOLE |  | 408 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 16589 | 84 | SH |  | SOLE |  | 84 | 0 | 0 |
| HF SINCLAIR CORP | COM | 403949100 |  | 31299 | 598 | SH |  | SOLE |  | 598 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 192836 | 1115 | SH |  | SOLE |  | 1115 | 0 | 0 |
| DOLLAR TREE INC | COM | 256746108 |  | 90312 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| DOW INC | COM | 260557103 |  | 9355 | 408 | SH |  | SOLE |  | 408 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1778 | 33 | SH |  | SOLE |  | 33 | 0 | 0 |
| ISHARES INC | MSCI ISRAEL ETF | 464286632 |  | 5617 | 56 | SH |  | SOLE |  | 56 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 236555 | 3504 | SH |  | SOLE |  | 3504 | 0 | 0 |
| Equinix Inc. | COM | 29444U700 |  | 189944 | 243 | SH |  | SOLE |  | 243 | 0 | 0 |
| EQT CORP | COM | 26884L109 |  | 1742 | 32 | SH |  | SOLE |  | 32 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 44098 | 118 | SH |  | SOLE |  | 118 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 111522 | 1434 | SH |  | SOLE |  | 1434 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 92256 | 126 | SH |  | SOLE |  | 126 | 0 | 0 |
| FIRSTENERGY CORP | COM | 337932107 |  | 1146 | 25 | SH |  | SOLE |  | 25 | 0 | 0 |
| FAIR ISAAC CORP | COM | 303250104 |  | 221486 | 148 | SH |  | SOLE |  | 148 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 10743 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 |  | 8794 | 214 | SH |  | SOLE |  | 214 | 0 | 0 |
| CORNING INC | COM | 219350105 |  | 157087 | 1915 | SH |  | SOLE |  | 1915 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1017597 | 4178 | SH |  | SOLE |  | 4178 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1021020 | 4200 | SH |  | SOLE |  | 4200 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 182364 | 229 | SH |  | SOLE |  | 229 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 193681 | 478 | SH |  | SOLE |  | 478 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 31652 | 122 | SH |  | SOLE |  | 122 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 842 | 4 | SH |  | SOLE |  | 4 | 0 | 0 |
| HUMANA INC | COM | 444859102 |  | 31066 | 119 | SH |  | SOLE |  | 119 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 8100472 | 111316 | SH |  | SOLE |  | 111316 | 0 | 0 |
| iShares Core MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 |  | 23050 | 264 | SH |  | SOLE |  | 264 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 40159 | 1197 | SH |  | SOLE |  | 1197 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 27969086 | 40956 | SH |  | SOLE |  | 40956 | 0 | 0 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 26782 | 141 | SH |  | SOLE |  | 141 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 350516 | 524 | SH |  | SOLE |  | 524 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 177447 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 541608 | 1717 | SH |  | SOLE |  | 1717 | 0 | 0 |
| KRANESHARES TRUST | CALIFORNIA CARB | 500767553 |  | 2385576 | 139753 | SH |  | SOLE |  | 139753 | 0 | 0 |
| QUAKER HOUGHTON | COM | 747316107 |  | 157705 | 1197 | SH |  | SOLE |  | 1197 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1035 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 26709 | 837 | SH |  | SOLE |  | 837 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 7011 | 3 | SH |  | SOLE |  | 3 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 60843 | 718 | SH |  | SOLE |  | 718 | 0 | 0 |
| MSCI INC | COM | 55354G100 |  | 12133 | 21 | SH |  | SOLE |  | 21 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2039004 | 3937 | SH |  | SOLE |  | 3937 | 0 | 0 |
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 |  | 245614 | 1082 | SH |  | SOLE |  | 1082 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 5111 | 73 | SH |  | SOLE |  | 73 | 0 | 0 |
| NET LEASE OFFICE PROPERTIES | COM | 64110Y108 |  | 7267 | 245 | SH |  | SOLE |  | 245 | 0 | 0 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 98767 | 162 | SH |  | SOLE |  | 162 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 741746 | 806 | SH |  | SOLE |  | 806 | 0 | 0 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 2105 | 13 | SH |  | SOLE |  | 13 | 0 | 0 |
| NORTHERN TR CORP | COM | 665859104 |  | 32361 | 239 | SH |  | SOLE |  | 239 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 28000 | 150 | SH |  | SOLE |  | 150 | 0 | 0 |
| ORGANON  CO | COMMON STOCK | 68622V106 |  | 758 | 71 | SH |  | SOLE |  | 71 | 0 | 0 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 2011 | 22 | SH |  | SOLE |  | 22 | 0 | 0 |
| PAYONEER GLOBAL INC | COM | 70451X104 |  | 17490399 | 2890975 | SH |  | SOLE |  | 2890975 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 52322 | 373 | SH |  | SOLE |  | 373 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 79294 | 3112 | SH |  | SOLE |  | 3112 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 3259 | 28 | SH |  | SOLE |  | 28 | 0 | 0 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 |  | 454 | 24 | SH |  | SOLE |  | 24 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 48695 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 31882 | 1197 | SH |  | SOLE |  | 1197 | 0 | 0 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 |  | 191 | 13 | SH |  | SOLE |  | 13 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 209019 | 598 | SH |  | SOLE |  | 598 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2411106 | 12710 | SH |  | SOLE |  | 12710 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 7363 | 44 | SH |  | SOLE |  | 44 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 28718 | 301 | SH |  | SOLE |  | 301 | 0 | 0 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 6434 | 36 | SH |  | SOLE |  | 36 | 0 | 0 |
| VANECK ETF TRUST | SEMICONDUCTOR ETF | 92189F676 |  | 89096 | 273 | SH |  | SOLE |  | 273 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 6527918 | 152557 | SH |  | SOLE |  | 152557 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1046500 | 22356 | SH |  | SOLE |  | 22356 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 17720 | 36 | SH |  | SOLE |  | 36 | 0 | 0 |
| SPDR SER TR | PORTFLI HIGH YLD | 78468R606 |  | 149769 | 6256 | SH |  | SOLE |  | 6256 | 0 | 0 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 |  | 478813 | 17800 | SH |  | SOLE |  | 17800 | 0 | 0 |
| STEEL DYNAMICS INC | COM | 858119100 |  | 50095 | 358 | SH |  | SOLE |  | 358 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 101410 | 3591 | SH |  | SOLE |  | 3591 | 0 | 0 |
| TILRAY BRANDS INC | COM | 88688T100 |  | 10636 | 6148 | SH |  | SOLE |  | 6148 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 17060 | 35 | SH |  | SOLE |  | 35 | 0 | 0 |
| TORTOISE CAPITAL SERIES TRUS | NORTH AMERN PIPE | 890930308 |  | 2492743 | 68388 | SH |  | SOLE |  | 68388 | 0 | 0 |
| PRICE T ROWE GROUP INC | COM | 74144T108 |  | 857 | 8 | SH |  | SOLE |  | 8 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 69805 | 250 | SH |  | SOLE |  | 250 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 49255 | 268 | SH |  | SOLE |  | 268 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 20284 | 59 | SH |  | SOLE |  | 59 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 16391 | 69 | SH |  | SOLE |  | 69 | 0 | 0 |
| UNIVEST FINANCIAL CORPORATIO | COM | 915271100 |  | 78742 | 2623 | SH |  | SOLE |  | 2623 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 59689 | 175 | SH |  | SOLE |  | 175 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1096837 | 3680 | SH |  | SOLE |  | 3680 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 952804 | 4545 | SH |  | SOLE |  | 4545 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 22005836 | 367254 | SH |  | SOLE |  | 367254 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 277000 | 371 | SH |  | SOLE |  | 371 | 0 | 0 |
| VERALTO CORP | COM SHS | 92338C103 |  | 2896 | 27 | SH |  | SOLE |  | 27 | 0 | 0 |
| VULCAN MATLS CO | COM | 929160109 |  | 27991 | 91 | SH |  | SOLE |  | 91 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 17975292 | 29270 | SH |  | SOLE |  | 29270 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 504263 | 1158 | SH |  | SOLE |  | 1158 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 260313 | 1035 | SH |  | SOLE |  | 1035 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 519506 | 3770 | SH |  | SOLE |  | 3770 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 62682626 | 190480 | SH |  | SOLE |  | 190480 | 0 | 0 |
| VIATRIS INC | COM | 92556V106 |  | 3821 | 386 | SH |  | SOLE |  | 386 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1145780 | 6113 | SH |  | SOLE |  | 6113 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 5876881 | 12241 | SH |  | SOLE |  | 12241 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 1506201 | 4880 | SH |  | SOLE |  | 4880 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 12296038 | 226948 | SH |  | SOLE |  | 226948 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 42060 | 957 | SH |  | SOLE |  | 957 | 0 | 0 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 |  | 16952 | 868 | SH |  | SOLE |  | 868 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 83820 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 36792 | 357 | SH |  | SOLE |  | 357 | 0 | 0 |
| WP CAREY INC | COM | 92936U109 |  | 250294 | 3655 | SH |  | SOLE |  | 3655 | 0 | 0 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 19762B202 |  | 44868 | 1235 | SH |  | SOLE |  | 1235 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 175691 | 1558 | SH |  | SOLE |  | 1558 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 14245 | 97 | SH |  | SOLE |  | 97 | 0 | 0 |

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