This update: September 30, 2025, Holdings going into October

Base After Expenses change for Sept 1 - Sept 30 period: +25.22%

Number of holdings today: 15

Next update: October 31, 2025

September - December will be added to quarterly performance at the end of December. I’m alligning with the fiscal year as I began this new season of my investing career in November last year. And in the meantime, you will be able to view month-to-month portfolio/base changes after expenses on this page. I have a strange and new pleasure having to wait to update the quarterly performance page! Webpage to do list:

• include a breif description of each holding and reason I am a buyer now after the October update

Review: Holdings from August 31 Update going into September

Changes during the month of September:

FTAI, ROOT, TGTX, DLO, and QURE were sold for gains.

TTD was sold for a loss. I’ve lost conviction for the time being. Multiple contraction may be ongoing. The next Q will give some signal.

ROOT and DLO were added back at lower prices.

QURE was added back at a slightly higher price and a much lower quanitity. Considering it a trim. Biggest gainer for the month and still room to run.

New adds include GOSS, IMRX, OCUL, LUCD, SLNO, MNMD, and CYTK