Portfolio (Quarterly) Guide ↗

Stordahl Capital Management, Inc.

· CIK 0001729093

13F Portfolio $486M AUM 63 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 15 Added 25 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	BND	VANGUARD BD INDEX FDS	—	514,675.0	$38.1M	7.85%	+13K	+2.6%	$74.07	-1.4%
2	DFSV	DIMENSIONAL ETF TRUST	—	931,205.0	$30.6M	6.30%	+8K	+0.9%	$32.89	+13.8%
3	STIP	ISHARES TR	—	207,093.0	$21.2M	4.37%	+8K	+4.1%	$102.39	+0.9%
4	VCSH	VANGUARD SCOTTSDALE FDS	—	178,404.0	$14.2M	2.93%	+4K	+2.5%	$79.73	-1.1%
5	IJK	ISHARES TR	—	29,436.0	$2.9M	0.59%	+385.0	+1.3%	$96.88	+15.4%
6	IJJ	ISHARES TR	—	17,424.0	$2.3M	0.47%	+189.0	+1.1%	$131.59	+7.1%
7	EFA	ISHARES TR	—	16,066.0	$1.5M	0.32%	+637.0	+4.1%	$96.03	+8.3%
8	IWN	ISHARES TR	—	8,459.0	$1.5M	0.32%	+120.0	+1.4%	$181.20	+16.6%
9	IVOO	VANGUARD ADMIRAL FDS INC	—	5,410.0	$605K	0.12%	+115.0	+2.2%	$111.81	+11.3%
10	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	11,381.0	$565K	0.12%	+1K	+10.7%	$49.65	-13.5%
11	VTEB	VANGUARD MUN BD FDS	—	11,187.0	$563K	0.12%	+661.0	+6.3%	$50.29	-0.8%
12	XJH	ISHARES TR	—	12,108.0	$541K	0.11%	+260.0	+2.2%	$44.65	+10.8%
13	EEM	ISHARES TR	—	9,317.0	$510K	0.10%	+359.0	+4.0%	$54.71	+20.4%
14	CMF	ISHARES TR	—	8,208.0	$472K	0.10%	+4K	+106.4%	$57.46	-1.1%
15	AGG	ISHARES TR	—	2,903.0	$290K	0.06%	+27.0	+0.9%	$99.88	-1.4%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 71.5%

Technology 13.7%

Consumer Cyclical 4.5%

Consumer Defensive 4.0%

Healthcare 3.4%

Communication Services 2.9%