Each N-PORT filing of CTEF compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/ctef/https://themulden.com/funds/ctef/28 positions became 35: 14 added (20.29% of the fund), 7 dropped (18.37%). Turnover proxy 29.1%. Largest increases: Micron Technology Inc 6.83% to 9.81%; Western Digital Corp 4.59% to 6.9%; MU 07/17/2026 315.01 C 0.37% to 1.57%; Jabil Inc 5.16% to 6.06%; AppLovin Corp 2.67% to 3.22%; Modine Manufacturing Co 5.34% to 5.59%. Largest decreases: Tenet Healthcare Corp 5% to 3.13%; First American Government Obligations Fund 2.11% to 0.3%; McKesson Corp 4.57% to 2.94%; Universal Health Services Inc 3.85% to 2.33%; Palomar Holdings Inc 4.4% to 3.25%; Tapestry Inc 5.2% to 4.16%. New: Dave Inc (4.65%), Bread Financial Holdings Inc (3.97%), Virtu Financial Inc (3.88%), Frontdoor Inc (3.4%), Expedia Group Inc (3.23%), DAVE 11/20/2026 240.01 C (0.28%). Gone: Carnival Corp (4.39%), Halozyme Therapeutics Inc (4.26%), Allstate Corp/The (3.7%), Norwegian Cruise Line Holdings Ltd (3.21%), Booking Holdings Inc (2.69%), NCLH 06/18/2026 23.01 C (0.1%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Jul 2026 12:00:00 GMThttps://themulden.com/funds/ctef/https://themulden.com/funds/ctef/26 positions became 28: 9 added (26.73% of the fund), 7 dropped (18.06%). Turnover proxy 29.9%. Largest increases: Tapestry Inc 4.08% to 5.2%; Modine Manufacturing Co 4.25% to 5.34%; Norwegian Cruise Line Holdings Ltd 2.67% to 3.21%; Carnival Corp 4% to 4.39%; McKesson Corp 4.55% to 4.57%; Alpha Architect 1-3 Month Box ETF 0.02% to 0.02%. Largest decreases: Western Digital Corp 7.32% to 4.59%; AppLovin Corp 4.83% to 2.67%; Universal Health Services Inc 5.08% to 3.85%; Lam Research Corp 7.15% to 5.98%; Microsoft Corp 3.44% to 2.46%; Booking Holdings Inc 3.49% to 2.69%. New: Micron Technology Inc (6.83%), Deckers Outdoor Corp (5.38%), Jabil Inc (5.16%), Palomar Holdings Inc (4.4%), Affiliated Managers Group Inc (4.19%), MU 07/17/2026 315.01 C (0.37%). Gone: InterDigital Inc (5.56%), Synchrony Financial (4.41%), Cheniere Energy Inc (3.47%), Tractor Supply Co (3.23%), WDC 01/16/2026 75.01 C (0.89%), LRCX 12/19/2025 95.01 C (0.48%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Apr 2026 12:00:00 GMThttps://themulden.com/funds/ctef/https://themulden.com/funds/ctef/28 positions became 26: 2 added (9.08% of the fund), 4 dropped (9.15%). Turnover proxy 18.7%. Largest increases: First American Government Obligations Fund 0.11% to 2.72%; Western Digital Corp 5.63% to 7.32%; Lam Research Corp 5.57% to 7.15%; Comfort Systems USA Inc 4.87% to 5.92%; WDC 01/16/2026 75.01 C 0.13% to 0.89%; InterDigital Inc 4.82% to 5.56%. Largest decreases: Norwegian Cruise Line Holdings Ltd 4.1% to 2.67%; Cheniere Energy Inc 4.59% to 3.47%; Blue Bird Corp 4.99% to 3.91%; Booking Holdings Inc 4.55% to 3.49%; Tractor Supply Co 4.17% to 3.23%; Halozyme Therapeutics Inc 5.71% to 4.89%. New: Universal Health Services Inc (5.08%), Carnival Corp (4%). Gone: Clear Secure Inc (5.36%), Fortinet Inc (3.51%), YOU 11/21/2025 27.01 C (0.28%), FTNT 01/16/2026 105.01 C (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 16 Jan 2026 12:00:00 GMT