Each N-PORT filing of IVES 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/ives/https://themulden.com/funds/ives/31 positions became 31: 2 added (4.83% of the fund), 2 dropped (4.47%). Turnover proxy 11.2%. Largest increases: ADVANCED MICRO DEVICES INC 4.32% to 6.32%; BROADCOM INC 4.25% to 5.44%; GE VERNOVA INC 3.56% to 4.24%; AMAZON.COM INC 4.93% to 5.41%; NEBIUS GROUP NV 1.79% to 2.2%; ALPHABET INC 5.06% to 5.37%. Largest decreases: MICRON TECHNOLOGY INC 6.26% to 4.65%; META PLATFORMS INC 5.1% to 4.17%; ALIBABA GROUP HOLDING LTD 4.29% to 3.39%; INTERNATIONAL BUSINESS MACHINES CORP 3.66% to 3%; SNOWFLAKE INC 2.31% to 1.73%; IREN LTD 2.21% to 1.69%. New: SALESFORCE INC (2.72%), SERVICENOW INC (2.1%). Gone: Baidu Inc (2.66%), ROBLOX Corp (1.81%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 23 Jun 2026 12:00:00 GMThttps://themulden.com/funds/ives/https://themulden.com/funds/ives/31 positions became 31: 3 added (7.29% of the fund), 3 dropped (7.28%). Turnover proxy 14.5%. Largest increases: Meta Platforms Inc 3.34% to 5.1%; Micron Technology Inc 4.78% to 6.26%; GE Vernova Inc 2.56% to 3.56%; Amazon.com Inc 4.09% to 4.93%; NVIDIA Corp 4.57% to 5.22%; Baidu Inc 2.16% to 2.66%. Largest decreases: Nebius Group NV 2.72% to 1.79%; Palantir Technologies Inc 4.12% to 3.2%; Tesla Inc 5.09% to 4.27%; Oklo Inc 2.26% to 1.47%; Innodata Inc 1.77% to 1.17%; Oracle Corp 3.82% to 3.29%. New: Shopify Inc (2.69%), CoreWeave Inc (2.38%), IREN Ltd (2.21%). Gone: Salesforce Inc (2.99%), ServiceNow Inc (2.79%), SoundHound AI Inc (1.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Mar 2026 12:00:00 GMThttps://themulden.com/funds/ives/https://themulden.com/funds/ives/31 positions became 31: 4 added (10.35% of the fund), 4 dropped (7.2%). Turnover proxy 15.7%. Largest increases: Micron Technology Inc 3.22% to 4.78%; Tesla Inc 3.67% to 5.09%; Innodata Inc 1.38% to 1.77%; Alphabet Inc 4.61% to 4.96%; Oklo Inc 1.92% to 2.26%; IBM 3.34% to 3.67%. Largest decreases: Meta Platforms Inc 4.97% to 3.34%; Oracle Corp 5.42% to 3.82%; NVIDIA Corp 5.7% to 4.57%; Microsoft Corp 5.03% to 4.01%; Amazon.com Inc 4.83% to 4.09%; Salesforce Inc 3.36% to 2.99%. New: Crowdstrike Holdings Inc (3.06%), Nebius Group NV (2.72%), GE Vernova Inc (2.56%), ROBLOX Corp (2.01%). Gone: Adobe Inc (2.74%), CyberArk Software Ltd (1.96%), Elastic NV (1.48%), C3.ai Inc (1.03%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 19 Dec 2025 12:00:00 GMT