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Changes:AMD +5.5%MU +5.2%NVDA +4.9%TSM -5.4%INTC -4.5%

$HELIUM3 Rebalance to capture upside and increase positions in supply side as tensions continue

Changes:EWY +8.2%APD +2.0%BIL +1.1%LIN +0.5%TSM +0.2%

Prioritizing EWY taking earnings from other assets to optimize for upside and recover some losses based on trends. Expedt to pivot if needed within a week if I don’t observe a recovery

Changes:MU +3.6%NVDA +3.4%SNPS +2.1%TSM +1.9%AMD +0.4%

Rebalancing to prioritize companies fitting within original thesis hoping to leverage market downturn for some upside. Will pull back after an expected few points within the next week.

Changes:EWY +1.6%TSM +1.1%AMD +0.5%MU +0.3%SNPS +0.1%

Rebalancing to more evenly balance portfolio with earnings from top performers and mitigate some risk for potential downside.

Changes:INTC +7.0%MU +3.0%TSM +2.0%NVDA +1.0%SNPS +1.0%

Reallocating following continued uncertainty around geopolitical tension and oil/gas supply and rising needs for H.

Changes:BIL +9.0%EWY +5.0%LIN +2.0%SNPS -6.0%TSM -5.0%

Rebalncing with even allocation during sell off today and will monitor through the week.

Changes:SNPS +6.0%TSM +5.0%NVDA +2.0%INTC +1.0%AMD +1.0%

General rebalance following new agreement and impact to oil and gas which directly and indirectly impacts Helium

Rebalancing evenly across the portfolio as the market continues to extract capital. will watch rebound and reassess after reset.

Changes:BIL +8.0%LIN +4.2%APD +4.2%INTC +0.2%EWY -7.0%

Rebalance with even allocation across portfolio following failed negotiation, impact to oil and energy and downstream impact to helium.

Changes:EWY +5.0%AMD +2.1%SNPS +2.0%MU +0.8%NVDA +0.7%

Reallocaitng more to demand side, watching oil and gas prices move to adjust for helium supply side volatility