GRADIENT INVESTMENTS LLC – Q3 2026 PF Holdings AUM: $7.15B NEWLY BOUGHT Top-25: #RUNN #EEM #MRVL #SPCX #MU #LVS #JBTM #SFM #CPRT #CHRI #VV #AMP #PTL #SMH #BIBL #ESIM #BND #IEFA #EMR #VWO #ESSC #PNC #MA #VO #CVS INCREASED Top-25: #SPYM #AVDE #SEPU #JMBS #RECS #APH #AVEM #AVGO #QQQM #AVUS #PRFD #SPAB #XLF #SPYI #FEBT #MUB #UYLD #GSY #FOXY #DDFZ #WMT #PG #AGGH #SMOT #MCD NO-CHANGE Top-25: #NDSN #BRK.A #DFUV #NUE #ARKX #CEFA #LNT #BSRR REDUCED Top-25: #NVDA #AAPL #AMZN #MSFT #DMBS #GLDM #SPDW #GOOG #XTEN #GS #JPM #JAAA #MS #XSVN #CVX #DABS #META #UNH #BBBS #ETN #TGT #SPIB #KO #LRCX #SPTI SOLD-OFF Top-15: #TMO #ARW #WEC #REGN #SCHO #ET #AOS #MCK #KR #VICI #ISBA #CL #QDEC #CMS #BAMG Positive Returns (YTD): #ARW:+90% #MCK:+22% #ET:+22% #CL:+21% #TMO:+16% #QDEC:+12% #BAMG:+11% #WEC:+2% #REGN:+2% #KR:+1% Negative Returns (YTD): #VICI:-16% #AOS:-13% #CMS:-2% #SCHO:-2% Note: - Newly bought + Increased + Reduced + Sold-Off – highest invested first - Descending order based on Q3 2026 net investment value - Returns are presented on a YTD basis