CX INSTITUTIONAL – Q2 2026 PF Holdings AUM: $3.49B NEWLY BOUGHT Top-25: #RWL #DEXC #DFIS #DIA #DFAW #SCHZ #ESLT #Z #DUSB #BOND #REMX #DFEV #CQP #URA #TEAM #AVDV #IBAT #TQQQ #DFCF #ZS #CGMS #UTEN #GSG #IOT #TEVA INCREASED Top-25: #SGOV #VO #SHY #SPMB #SPBO #SHM #IWF #MGK #IJR #LLY #JAAA #SPYG #TSLA #META #V #VTI #SPY #VGT #TAXF #VTV #SPYV #IVW #BMY #MA #SUB NO-CHANGE Top-25: #BOKF #AIQ #ESGU #LKFN #DGRO #ARKK #FHN #ATEC #MELI #HACK #MYI #MLR #PLUG #MQY #SHOP #ELCV #TTE #SE #CP #MUA #SLF #SPHQ #SAUG #XME #ESE REDUCED Top-25: #IEFA #AAPL #NVDA #BNDX #SPTI #RSPA #VB #MSFT #GOOGL #IVE #AMZN #AVGO #IUSG #IWD #SCHV #IVV #MUB #ITM #VTEB #QEFA #XLK #FTC #VV #ABBV #UNP SOLD-OFF Top-15: #GWX #XBI #GRAB #VGLT #MKTX #FOR #DOCN #DEO #FAPR #DHS #GAP #MDYG #UTL #WTM #VKTX Positive Returns (YTD): #DOCN:+166% #XBI:+31% #FOR:+26% #MDYG:+16% #DHS:+12% #VKTX:+9% #UTL:+8% #WTM:+7% #GWX:+6% #FAPR:+6% Negative Returns (YTD): #MKTX:-36% #GAP:-23% #GRAB:-22% #DEO:-6% #VGLT:-3% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q2 net investment value - Returns are presented on a YTD basis