Vanguard Capital Management – Q2 2026 PF Holdings AUM: $4.56T NEWLY BOUGHT Top-25: #HONA #SPCX #FDXF #CBRS #WSE #OGC #MAIR #VGNT #FRVO #AYA #ARXS #QNT #KEEL #XE #INFQ #KLRA #PBLS #AVEX #BXDC #TRAX #NHP #AADX #COAG #AVLN #HAWK INCREASED Top-25: #NVDA #AAPL #MSFT #AMZN #GOOGL #AVGO #GOOG #META #TSLA #BRK.B #MU #LLY #AMD #CRWD #JNJ #WMT #COST #INTC #CSCO #ABBV #LRCX #NFLX #AMAT #CVX #BAC NO-CHANGE Top-25: #VWO #BBD #WIT #RDY #CIG #KEP #PAC #VIV #GOTU #DOX #ENIC #STNE #TAK #BAK #BIRK #SBLK #TS #NTB #SRAD #PAGS #CRVO #AWRE #ACCS #AIRT #IFS REDUCED Top-25: #JPM #XOM #V #CAT #MA #WFC #MS #LIN #C #QCOM #VZ #TMO #DIS #T #SCHW #UBER #CRM #SPGI #NEM #CB #NOW #INTU #ADBE #MCK #CMCSA SOLD-OFF Top-15: #BEKE #DAWN #WBI #AFCG #SUZ #MPX #SLNO #TPH #SWKH #MASI #SBDS #FOLD #FONR #SOPA #SGMO Positive Returns (YTD): #DAWN:+143% #WBI:+61% #AFCG:+11% #BEKE:+6% Negative Returns (YTD): #SUZ:-15% 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