ENVESTNET ASSET MANAGEMENT INC – Q2 2026 PF Holdings AUM: $421.58B NEWLY BOUGHT Top-25: #IALT #GGOV #BFLX #HONA #SPCX #SFTX #SFTY #JUSA #ISHG #BNDY #CHPX #DIVN #BILT #QGRD #FDXF #FAI #JHCR #ASND #SMOX #DVND #FLXN #KBDC #AGIX #XOCT #FRGN INCREASED Top-25: #IVV #VUG #IUSB #DYNF #VOO #VEA #NVDA #VTV #IWF #AAPL #GOVT #AVGO #VO #BNDX #MBB #EFG #IJH #GOOGL #BSV #VWO #GOOG #JPM #VTI #QQQM #QQQ NO-CHANGE Top-25: #TAPR #OWNB #BRK.A #NMB #COWS #PBDE #BASG #JULM #DANA #NKX #CCAP #TGB #QQQD #EHI #SLI #TBI #ACP #NGEN #SHMDW #CAN REDUCED Top-25: #IVW #IEMG #IVE #IEFA #MSFT #AGG #AMZN #BAI #EFV #MTUM #IJR #SCHG #TLH #XLK #QUAL #IWD #IWB #THRO #TSM #V #XLF #JNJ #CSCO #CVX #MA SOLD-OFF Top-15: #XOM #MOTI #SJB #VITL #TU #WHR #XPRO #CSR #QTRX #CZR #KEP #MRX #OI #USLM #VNET Positive Returns (YTD): #MRX:+106% #XPRO:+32% #XOM:+30% #CZR:+26% Negative Returns (YTD): #VITL:-66% #QTRX:-58% #OI:-53% #WHR:-47% #VNET:-30% #KEP:-28% #TU:-26% #CSR:-21% #USLM:-4% #MOTI:-2% #SJB:-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