Global Wealth Strategies & Associates – Q2 2026 PF Holdings AUM: $523.64M NEWLY BOUGHT Top-25: #RSPT #JBS #BBD #ABEV INCREASED Top-25: #VOO #IEFA #QQQM #BND #DYNF #VIG #QQQ #IJR #BINC #XLK #MUB #IAU #SCHA #FSEC #AMZN #VPL #VWO #SOXX #MCI #STCE #V #MUST #OEF #NLR #JPM NO-CHANGE Top-25: #XNTK #IWO #IBRX #BIZD REDUCED Top-25: #QUAL #AAPL #MTUM #SPY #BAI #SCHG #IWP #TLT #IVV #VEA #IJH #VTV #JAVA #BSCW #VB #BSCT #META #SCHV #BRK.B #LLY #LMT #SCHF #ABBV #EFG #BSCY SOLD-OFF Top-15: #VTWO #BSCS #WMT #PAPR #BXSL #SCHM #BLK #IGOV #TMO #DFUS #FCX #CSM #XLF #CVX #YUM Positive Returns (YTD): #CVX:+27% #FCX:+20% #VTWO:+17% #SCHM:+14% #DFUS:+10% #PAPR:+9% #CSM:+8% #XLF:+4% #YUM:+2% Negative Returns (YTD): #BXSL:-13% #TMO:-3% #IGOV:-1% #WMT:-1% #BSCS:-1% 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