SILVERLEAFE CAPITAL PARTNERS, LLC – Q2 2026 PF Holdings AUM: $387.13M NEWLY BOUGHT Top-25: #VGIT #XAR #VGLT #XLB #NBIS #AMD #GOOGL #ORLY #TQQQ INCREASED Top-25: #QQQ #IVV #VO #IEFA #NUKZ #IAU #AZO #AIPO #UFO #EMXC #WMT #MU #AIQ #GOOG #LULU #MSFT #MRVL #GEV #NVDA #SPY #VRT #AVGO #KLAC #LRCX #RKLB NO-CHANGE Top-25: #BRK.A #HBAN #CORZ #CTVA #AMZN #MMM #BRK.B #MCD #SLB #QQQM #CBRE #SPG #MPC #BIL #VNO #Q #CMS #QLD #GOOS #SSO #SCI #UWM #IWR #RHP #CX REDUCED Top-25: #FDX #AAPL #JNK #SOXX #VB #WEST #PLTR #IWM #IBIT #AMKR #PWR #TSLA #INDA #SLV #AGG #CIBR #AXTI #CAT #GS #DD SOLD-OFF Top-15: #IEF #IGPT #RTX #CPER #META Positive Returns (YTD): #IGPT:+50% #RTX:+19% #CPER:+14% Negative Returns (YTD): #META:-9% #IEF:-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