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Changes:IREN +6.0%ASTS +1.0%BE +0.4%SLV +0.1%SNDK -2.2%

$XCHAOSX just adding Iren with a small rebalance. not removing any asset.

Changes:STX +1.1%GLD +0.6%LITE +0.5%SNDK +0.4%OKLO +0.4%

sold 3% of lite and reallocated in portfolio.

Changes:STX +7.0%SNDK +2.7%LITE +0.6%OKLO -2.9%ASTS -2.0%

added stx to the mix.

Changes:GLD +6.0%MU +0.4%LITE +0.4%BE +0.3%SLV -6.5%

reduced slv and added gld for diversification in materials. still a small percentage of portfolio

Changes:SLV +11.0%LITE +1.8%SNDK +1.1%ASTS +0.9%NVDA +0.8%

selling vra and nflx, reallocating and adding slv.

Changes:SNDK +1.0%NVDA +0.1%BE 0.0%LITE -0.4%ASTS -0.2%

reallocated small % from asts from today’s high and allocatin that into BE and Sndk

Changes:SNDK +1.1%LITE +0.8%MU +0.2%BE +0.1%NFLX -0.6%

moving some alloc from MU to ASTS on todays pull back.

Changes:SNDK +7.9%ASTS +0.6%BE +0.6%MU +0.2%VSTS -5.7%

selling 2% of asts on todays high, selling vsts and adding sandisk on todays pull back.

Changes:BE +3.9%OKLO +3.9%ASTS +2.4%NFLX +1.0%VRA +0.7%

Sold COO and reallocated capital into Netflix, ASTS, and OKLO on today’s pullback. Keeping Netflix position ahead of hopeful strong results around Jan 20

Changes:VRA +7.0%COO +7.0%VSTS +7.0%NFLX +0.5%ASTS -5.0%

Final move of the year. Adding positions with upside potential and improving diversification to better capture emerging trends as 2026 begins