SUMITOMO MITSUI TRUST HOLDINGS, – Q2 2026 PF Holdings AUM: $171.07B NEWLY BOUGHT Top-25: #SPCX #SPY #CBRS #HONA #XPO #FDXF #XE #IALT #NHP #SN #ITOT #YMM #SETM #TIGO #IYM #PVAL #WCC #DRAM #KBWB #GNOM #ONTO #AUGO #CQQQ #EWY #FPS INCREASED Top-25: #AAPL #AMZN #GOOGL #AVGO #META #LLY #GLDM #CRWD #BRK.B #JNJ #IAUM #COST #AMAT #ABBV #ISRG #ADI #ORCL #GEV #KLAC #TXN #APH #ETN #PEP #RTX #PANW NO-CHANGE Top-25: #AGG #GCMG #MFIC #CGBD #NMFC #BBDC #OCSL #FLS #CCAP #SCM #PFLT #LGN #ALGM #TCPC #SARO #AESI #INGR #HALO #STEP #FWRG #BSM #AGCO #GOOD #BMRN #THD REDUCED Top-25: #NVDA #MSFT #GOOG #TSLA #MU #AMD #JPM #XOM #V #WMT #CAT #INTC #MA #NFLX #CSCO #UNH #PLTR #LRCX #GS #PG #CVX #BAC #HD #KO #MRK SOLD-OFF Top-15: #OMCL #ACM #OKLO #SNAP #MNDY #XLB #ILF #SOLS #XLE #MEDP #HYG #ALLY #CRS #WIX #HL Positive Returns (YTD): #XLE:+36% #CRS:+17% #SOLS:+14% #ILF:+13% #MEDP:+8% #XLB:+8% Negative Returns (YTD): #OKLO:-51% #MNDY:-42% #ACM:-37% #SNAP:-33% #WIX:-28% #OMCL:-24% #ALLY:-15% #HL:-4% #HYG:-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