Progressive Investment Management Corp Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
APH	AMPHENOL CORP NEW	87,756 (+24.5%)	$11,859 (+35.9%)	2.8%	$114.14	+17.0%	CL A	032095101
AVGO	BROADCOM INC	46,919 (+15.3%)	$16,239 (+21.0%)	3.9%	$312.56	+14.2%	COM	11135F101
NOW	SERVICENOW INC	51,603 (+396.8%)	$7,905 (-17.3%)	1.9%	$151.26	+13.4%	COM	81762P102
TT	TRANE TECHNOLOGIES PLC	18,945 (+39.7%)	$7,373 (+28.8%)	1.8%	$329.32	+25.6%	SHS	G8994E103
AMGN	AMGEN INC	1,580 (+43.0%)	$517 (+65.8%)	0.1%	$241.48	+30.8%	COM	031162100
VTEB	VANGUARD MUN BD FDS	6,519 (+12.1%)	$328 (+12.6%)	0.1%	$50.09	—	TAX EXEMPT BD	922907746
BAB	INVESCO EXCH TRADED FD TR II	15,524 (+3.7%)	$422 (+3.4%)	0.1%	$26.45	—	TAXABLE MUN BD	46138G805

Exited Positions (1)

VRSK VERISK ANALYTICS INC 2.2%

Value ($000) $9,337 Shares 37,125 Est. Cost $87.76 Unrealized +156.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VRSK	VERISK ANALYTICS INC	37,125	$9,337	2.2%	$87.76	+156.7%	—	92345Y106

Decreased Positions (5)

GOOGL ALPHABET INC 1.5%

Value ($000) $6,235 (+24.3%) Shares 19,920 (-3.5%) Est. Cost $106.34 Unrealized +168.6%

AMZN AMAZON COM INC 6.1%

Value ($000) $25,383 (+4.0%) Shares 109,969 (-1.0%) Est. Cost $110.44 Unrealized +107.2%

JNJ JOHNSON & JOHNSON 0.5%

Value ($000) $1,916 (+10.4%) Shares 9,260 (-1.1%) Est. Cost $105.58 Unrealized +86.6%

GLW CORNING INC 0.2%

Value ($000) $939 (+4.7%) Shares 10,729 (-1.9%) Est. Cost $33.60 Unrealized +155.9%

MDY SPDR S&P MIDCAP 400 ETF TR 0.1%

Value ($000) $301 (-9.0%) Shares 499 (-10.1%) Est. Cost $480.56 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	19,920 (-3.5%)	$6,235 (+24.3%)	1.5%	$106.34	+168.6%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	109,969 (-1.0%)	$25,383 (+4.0%)	6.1%	$110.44	+107.2%	COM	023135106
JNJ	JOHNSON & JOHNSON	9,260 (-1.1%)	$1,916 (+10.4%)	0.5%	$105.58	+86.6%	COM	478160104
GLW	CORNING INC	10,729 (-1.9%)	$939 (+4.7%)	0.2%	$33.60	+155.9%	COM	219350105
MDY	SPDR S&P MIDCAP 400 ETF TR	499 (-10.1%)	$301 (-9.0%)	0.1%	$480.56	—	UTSER1 S&PDCRP	78467Y107

Unchanged Positions (42)

GOOG ALPHABET INC 8.1%

Value ($000) $33,701 Shares 107,398 Est. Cost $107.23 Unrealized +167.0%

MSFT MICROSOFT CORP 9.3%

Value ($000) $39,003 Shares 80,649 Est. Cost $83.95 Unrealized +496.3%

FAST FASTENAL CO 2.4%

Value ($000) $10,061 Shares 250,708 Est. Cost $27.30 Unrealized +53.9%

AAPL APPLE INC 9.7%

Value ($000) $40,465 Shares 148,846 Est. Cost $91.03 Unrealized +194.8%

ORCL ORACLE CORP 0.8%

Value ($000) $3,368 Shares 17,278 Est. Cost $254.17 Unrealized -6.3%

LRCX LAM RESEARCH CORP 1.7%

Value ($000) $7,114 Shares 41,556 Est. Cost $74.98 Unrealized +107.2%

TYL TYLER TECHNOLOGIES INC 1.9%

Value ($000) $8,124 Shares 17,897 Est. Cost $206.97 Unrealized +130.2%

DHR DANAHER CORPORATION 2.4%

Value ($000) $10,025 Shares 43,792 Est. Cost $86.99 Unrealized +152.4%

COST COSTCO WHSL CORP NEW 3.6%

Value ($000) $14,964 Shares 17,352 Est. Cost $160.38 Unrealized +464.7%

MCO MOODYS CORP 4.1%

Value ($000) $17,197 Shares 33,664 Est. Cost $112.38 Unrealized +333.7%

TMO THERMO FISHER SCIENTIFIC INC 1.5%

Value ($000) $6,386 Shares 11,020 Est. Cost $558.70 Unrealized +1.2%

AMAT APPLIED MATLS INC 1.1%

Value ($000) $4,767 Shares 18,549 Est. Cost $211.43 Unrealized +13.3%

ROP ROPER TECHNOLOGIES INC 1.8%

Value ($000) $7,371 Shares 16,559 Est. Cost $193.83 Unrealized +138.4%

SPGI S&P GLOBAL INC 3.4%

Value ($000) $14,224 Shares 27,218 Est. Cost $206.54 Unrealized +139.3%

KLAC KLA CORP 1.8%

Value ($000) $7,578 Shares 6,237 Est. Cost $631.89 Unrealized +85.5%

IDXX IDEXX LABS INC 3.3%

Value ($000) $13,723 Shares 20,285 Est. Cost $271.85 Unrealized +150.5%

CDNS CADENCE DESIGN SYSTEM INC 1.1%

Value ($000) $4,435 Shares 14,189 Est. Cost $295.79 Unrealized +10.3%

ADSK AUTODESK INC 1.1%

Value ($000) $4,595 Shares 15,522 Est. Cost $287.71 Unrealized +5.2%

V VISA INC 3.5%

Value ($000) $14,777 Shares 42,134 Est. Cost $85.15 Unrealized +299.8%

NVDA NVIDIA CORPORATION 9.2%

Value ($000) $38,492 Shares 206,390 Est. Cost $104.82 Unrealized +77.6%

CTAS CINTAS CORP 0.4%

Value ($000) $1,614 Shares 8,584 Est. Cost $197.78 Unrealized -4.9%

BKNG BOOKING HOLDINGS INC 1.9%

Value ($000) $7,744 Shares 1,446 Est. Cost $1927.86 Unrealized +166.5%

TJX TJX COS INC NEW 0.2%

Value ($000) $918 Shares 5,975 Est. Cost $62.28 Unrealized +137.1%

MSCI MSCI INC 2.1%

Value ($000) $8,817 Shares 15,368 Est. Cost $389.27 Unrealized +43.9%

ADP AUTOMATIC DATA PROCESSING IN 0.1%

Value ($000) $365 Shares 1,419 Est. Cost $156.66 Unrealized +69.0%

MA MASTERCARD INCORPORATED 2.5%

Value ($000) $10,345 Shares 18,121 Est. Cost $257.01 Unrealized +117.5%

IVW ISHARES TR 0.4%

Value ($000) $1,726 Shares 14,000 Est. Cost $73.89 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.2%

Value ($000) $637 Shares 2,149 Est. Cost $99.53 Unrealized +200.2%

NKE NIKE INC 0.1%

Value ($000) $306 Shares 4,800 Est. Cost $112.08 Unrealized -42.1%

MMM 3M CO 0.2%

Value ($000) $830 Shares 5,187 Est. Cost $110.92 Unrealized +47.1%

VHT VANGUARD WORLD FD 0.0%

Value ($000) $173 Shares 600 Est. Cost $246.48 Unrealized —

SUSA ISHARES TR 0.1%

Value ($000) $557 Shares 4,000 Est. Cost $96.00 Unrealized —

DE DEERE & CO 0.1%

Value ($000) $608 Shares 1,305 Est. Cost $316.59 Unrealized +47.7%

VGT VANGUARD WORLD FD 0.1%

Value ($000) $528 Shares 700 Est. Cost $326.60 Unrealized —

VPU VANGUARD WORLD FD 0.0%

Value ($000) $130 Shares 700 Est. Cost $153.36 Unrealized —

VFH VANGUARD WORLD FD 0.0%

Value ($000) $174 Shares 1,300 Est. Cost $82.73 Unrealized —

DIS DISNEY WALT CO 0.1%

Value ($000) $314 Shares 2,757 Est. Cost $177.15 Unrealized -38.2%

VAW VANGUARD WORLD FD 0.0%

Value ($000) $145 Shares 700 Est. Cost $170.20 Unrealized —

VIS VANGUARD WORLD FD 0.1%

Value ($000) $239 Shares 800 Est. Cost $182.97 Unrealized —

VDC VANGUARD WORLD FD 0.0%

Value ($000) $127 Shares 600 Est. Cost $191.57 Unrealized —

AMP AMERIPRISE FINL INC 0.1%

Value ($000) $353 Shares 720 Est. Cost $291.87 Unrealized +62.3%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $834 Shares 1,660 Est. Cost $333.64 Unrealized +49.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	107,398	$33,701	8.1%	$107.23	+167.0%	CAP STK CL C	02079K107
MSFT	MICROSOFT CORP	80,649	$39,003	9.3%	$83.95	+496.3%	COM	594918104
FAST	FASTENAL CO	250,708	$10,061	2.4%	$27.30	+53.9%	COM	311900104
AAPL	APPLE INC	148,846	$40,465	9.7%	$91.03	+194.8%	COM	037833100
ORCL	ORACLE CORP	17,278	$3,368	0.8%	$254.17	-6.3%	COM	68389X105
LRCX	LAM RESEARCH CORP	41,556	$7,114	1.7%	$74.98	+107.2%	COM NEW	512807306
TYL	TYLER TECHNOLOGIES INC	17,897	$8,124	1.9%	$206.97	+130.2%	COM	902252105
DHR	DANAHER CORPORATION	43,792	$10,025	2.4%	$86.99	+152.4%	COM	235851102
COST	COSTCO WHSL CORP NEW	17,352	$14,964	3.6%	$160.38	+464.7%	COM	22160K105
MCO	MOODYS CORP	33,664	$17,197	4.1%	$112.38	+333.7%	COM	615369105
TMO	THERMO FISHER SCIENTIFIC INC	11,020	$6,386	1.5%	$558.70	+1.2%	COM	883556102
AMAT	APPLIED MATLS INC	18,549	$4,767	1.1%	$211.43	+13.3%	COM	038222105
ROP	ROPER TECHNOLOGIES INC	16,559	$7,371	1.8%	$193.83	+138.4%	COM	776696106
SPGI	S&P GLOBAL INC	27,218	$14,224	3.4%	$206.54	+139.3%	COM	78409V104
KLAC	KLA CORP	6,237	$7,578	1.8%	$631.89	+85.5%	COM NEW	482480100
IDXX	IDEXX LABS INC	20,285	$13,723	3.3%	$271.85	+150.5%	COM	45168D104
CDNS	CADENCE DESIGN SYSTEM INC	14,189	$4,435	1.1%	$295.79	+10.3%	COM	127387108
ADSK	AUTODESK INC	15,522	$4,595	1.1%	$287.71	+5.2%	COM	052769106
V	VISA INC	42,134	$14,777	3.5%	$85.15	+299.8%	COM CL A	92826C839
NVDA	NVIDIA CORPORATION	206,390	$38,492	9.2%	$104.82	+77.6%	COM	67066G104
CTAS	CINTAS CORP	8,584	$1,614	0.4%	$197.78	-4.9%	COM	172908105
BKNG	BOOKING HOLDINGS INC	1,446	$7,744	1.9%	$1927.86	+166.5%	COM	09857L108
TJX	TJX COS INC NEW	5,975	$918	0.2%	$62.28	+137.1%	COM	872540109
MSCI	MSCI INC	15,368	$8,817	2.1%	$389.27	+43.9%	COM	55354G100
ADP	AUTOMATIC DATA PROCESSING IN	1,419	$365	0.1%	$156.66	+69.0%	COM	053015103
MA	MASTERCARD INCORPORATED	18,121	$10,345	2.5%	$257.01	+117.5%	CL A	57636Q104
IVW	ISHARES TR	14,000	$1,726	0.4%	$73.89	—	S&P 500 GRWT ETF	464287309
IBM	INTERNATIONAL BUSINESS MACHS	2,149	$637	0.2%	$99.53	+200.2%	COM	459200101
NKE	NIKE INC	4,800	$306	0.1%	$112.08	-42.1%	CL B	654106103
MMM	3M CO	5,187	$830	0.2%	$110.92	+47.1%	COM	88579Y101
VHT	VANGUARD WORLD FD	600	$173	0.0%	$246.48	—	HEALTH CAR ETF	92204A504
SUSA	ISHARES TR	4,000	$557	0.1%	$96.00	—	ESG OPTIMIZED	464288802
DE	DEERE & CO	1,305	$608	0.1%	$316.59	+47.7%	COM	244199105
VGT	VANGUARD WORLD FD	700	$528	0.1%	$326.60	—	INF TECH ETF	92204A702
VPU	VANGUARD WORLD FD	700	$130	0.0%	$153.36	—	UTILITIES ETF	92204A876
VFH	VANGUARD WORLD FD	1,300	$174	0.0%	$82.73	—	FINANCIALS ETF	92204A405
DIS	DISNEY WALT CO	2,757	$314	0.1%	$177.15	-38.2%	COM	254687106
VAW	VANGUARD WORLD FD	700	$145	0.0%	$170.20	—	MATERIALS ETF	92204A801
VIS	VANGUARD WORLD FD	800	$239	0.1%	$182.97	—	INDUSTRIAL ETF	92204A603
VDC	VANGUARD WORLD FD	600	$127	0.0%	$191.57	—	CONSUM STP ETF	92204A207
AMP	AMERIPRISE FINL INC	720	$353	0.1%	$291.87	+62.3%	COM	03076C106
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,660	$834	0.2%	$333.64	+49.1%	CL B NEW	084670702