In this update we will update you on portfolio positioning and performance so far in 2026. Target Weightings as of May 15, 2026 It has been a volatile year for the NASDAQ while LEAF has kept close to its highs. LEAF's drawdown was -6.5% compared to -12.2% for the NASDAQ. YTD LEAF is +7.6% vs +15.7% for the NASDAQ. This is to be expected to underperform in such a dramatic 6 month run for stocks. At this pace the model is annualizing at 21.9% in 2026. We are thrilled with
