McMill Wealth Management – Q2 2026 PF Holdings AUM: $2.38T NEWLY BOUGHT Top-25: #BOXX #TSLA #NVDA #ROBO #USB #REET INCREASED Top-25: #BRK.A #IVV #RWR #AVLV #AVDV #XNTK #CAT #BRK.B #NOC #VCIT #VCSH #VTV #AAPL #MSFT #SPYG #MGK #UNP #AMZN #AVIV #LMT #XME #VBR #MCD #AVSF #EFV SOLD-OFF Top-15: #VCLT #NUE #XOM Positive Returns (YTD): #NUE:+59% #XOM:+31% Negative Returns (YTD): #VCLT:-5% 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