CEDAR MOUNTAIN ADVISORS, LLC – Q2 2026 PF Holdings AUM: $634.89M NEWLY BOUGHT Top-25: #JFLX #PVAL #FBCG #JSCP #BX #SOXX #PYLD #SF #LNT #BKNG #NASA #RKLB #VEA #FSSL #USO #INFQ #JIVE #XOVR #PAYC #MOH #ETSY #ARM #CORT #SLYG #NAVI INCREASED Top-25: #IWF #IWD #IWS #IWP #IJR #QQQ #SPSB #VFH #SCHZ #VHT #VYMI #ILTB #SPHQ #PULS #FLRN #AGG #BINC #VWO #EFA #DIVB #JPIB #JBND #VUG #VTI #XLP NO-CHANGE Top-25: #CSX #VTV #BND #VTEB #STNC #BNY #VTIP #COST #QQQM #UNP #ACI #CHD #HD #LITE #HELO #GLD #CRWV #IWB #UTL #KEYS #CLH #ILCG #COF #RRX #IBM REDUCED Top-25: #LVHI #ADP #MSFT #AMAT #IWM #NKE #MCD #INTC #GOOGL #INTU #NWN #VLO #PWR #TXN #ORCL #XLV #PANW #DHR #CMCSA #CRWD #ADI #ACWX #XLK #ICHR #PBH SOLD-OFF Top-15: #HON #NVRI #ONON #DRIV #WGO #CHWY #AEO #PRIM #ZTR #ENR #WAY #ROCK #TMDX #SITC #MBC Positive Returns (YTD): #HON:+25% #NVRI:+23% #DRIV:+10% #ZTR:+8% #ENR:+5% Negative Returns (YTD): #TMDX:-41% #CHWY:-38% #AEO:-36% #PRIM:-34% #SITC:-32% #WAY:-29% #MBC:-25% #WGO:-25% #ONON:-24% #ROCK:-10% 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