Bosman Wealth Management, LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SOFI	SOFI TECHNOLOGIES INC	136,245	$3,567	2.9%	$27.87	0.0%	COM	83406F102
APP	APPLOVIN CORP	4,248	$2,862	2.4%	$630.10	0.0%	COM CL A	03831W108
ANET	ARISTA NETWORKS INC	18,048	$2,365	1.9%	$137.66	0.0%	COM SHS	040413205
SANM	SANMINA CORPORATION	15,634	$2,346	1.9%	$147.61	0.0%	COM	801056102
VST	VISTRA CORP	14,030	$2,263	1.9%	$181.92	0.0%	COM	92840M102
CEG	CONSTELLATION ENERGY CORP	5,829	$2,059	1.7%	$363.20	0.0%	COM	21037T109
ORCL	ORACLE CORP	8,991	$1,752	1.4%	$238.05	0.0%	COM	68389X105
CIFR	CIPHER MINING INC	70,767	$1,045	0.9%	$17.65	0.0%	COM	17253J106
IREN	IREN LIMITED	25,256	$954	0.8%	$51.59	0.0%	ORDINARY SHARES	Q4982L109
BITB	BITWISE BITCOIN ETF TR	13,500	$642	0.5%	$47.56	—	SHS BEN INT	09174C104
RKLB	ROCKET LAB CORP	5,928	$414	0.3%	$57.32	0.0%	COM	773121108
FETH	FIDELITY ETHEREUM FD	11,409	$338	0.3%	$29.61	—	SHS	31613E103
VRT	VERTIV HOLDINGS CO	1,861	$302	0.2%	$173.58	0.0%	COM CL A	92537N108

Increased Positions (8)

GLD SPDR GOLD TR 3.9%

Value ($000) $4,776 (+162.3%) Shares 12,051 (+135.2%) Est. Cost $337.59 Unrealized —

NOW SERVICENOW INC 0.6%

Value ($000) $721 (-77.6%) Shares 4,705 (+34.7%) Est. Cost $189.44 Unrealized -9.4%

CRWV COREWEAVE INC 1.4%

Value ($000) $1,714 (+153.9%) Shares 23,937 (+385.1%) Est. Cost $104.88 Unrealized -3.3%

AMD ADVANCED MICRO DEVICES INC 1.1%

Value ($000) $1,397 (+55.3%) Shares 6,524 (+17.4%) Est. Cost $170.73 Unrealized +31.6%

AVGO BROADCOM INC 3.8%

Value ($000) $4,654 (+11.0%) Shares 13,448 (+5.8%) Est. Cost $231.53 Unrealized +54.2%

MSFT MICROSOFT CORP 4.0%

Value ($000) $4,920 (-3.2%) Shares 10,174 (+3.6%) Est. Cost $430.35 Unrealized +16.3%

META META PLATFORMS INC 3.2%

Value ($000) $3,836 (-1.7%) Shares 5,812 (+9.3%) Est. Cost $654.31 Unrealized +2.0%

TSLA TESLA INC 1.5%

Value ($000) $1,846 (+3.6%) Shares 4,104 (+2.5%) Est. Cost $333.26 Unrealized +33.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GLD	SPDR GOLD TR	12,051 (+135.2%)	$4,776 (+162.3%)	3.9%	$337.59	—	GOLD SHS	78463V107
NOW	SERVICENOW INC	4,705 (+34.7%)	$721 (-77.6%)	0.6%	$189.44	-9.4%	COM	81762P102
CRWV	COREWEAVE INC	23,937 (+385.1%)	$1,714 (+153.9%)	1.4%	$104.88	-3.3%	COM CL A	21873S108
AMD	ADVANCED MICRO DEVICES INC	6,524 (+17.4%)	$1,397 (+55.3%)	1.1%	$170.73	+31.6%	COM	007903107
AVGO	BROADCOM INC	13,448 (+5.8%)	$4,654 (+11.0%)	3.8%	$231.53	+54.2%	COM	11135F101
MSFT	MICROSOFT CORP	10,174 (+3.6%)	$4,920 (-3.2%)	4.0%	$430.35	+16.3%	COM	594918104
META	META PLATFORMS INC	5,812 (+9.3%)	$3,836 (-1.7%)	3.2%	$654.31	+2.0%	CL A	30303M102
TSLA	TESLA INC	4,104 (+2.5%)	$1,846 (+3.6%)	1.5%	$333.26	+33.0%	COM	88160R101

Exited Positions (6)

URBN URBAN OUTFITTERS INC 3.0%

Value ($000) $3,611 Shares 50,552 Est. Cost $62.37 Unrealized +13.4%

SN SHARKNINJA INC 1.9%

Value ($000) $2,266 Shares 21,968 Est. Cost $102.05 Unrealized -3.4%

ETHE GRAYSCALE ETHEREUM TRUST ETF 0.7%

Value ($000) $797 Shares 23,245 Est. Cost $34.27 Unrealized —

ARM ARM HOLDINGS PLC 0.4%

Value ($000) $473 Shares 3,344 Est. Cost $123.36 Unrealized —

EZPW EZCORP INC 0.2%

Value ($000) $245 Shares 12,843 Est. Cost $11.87 Unrealized +58.8%

TTI TETRA TECHNOLOGIES INC DEL 0.1%

Value ($000) $86 Shares 15,000 Est. Cost $4.27 Unrealized +80.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
URBN	URBAN OUTFITTERS INC	50,552	$3,611	3.0%	$62.37	+13.4%	—	917047102
SN	SHARKNINJA INC	21,968	$2,266	1.9%	$102.05	-3.4%	—	G8068L108
ETHE	GRAYSCALE ETHEREUM TRUST ETF	23,245	$797	0.7%	$34.27	—	—	389638107
ARM	ARM HOLDINGS PLC	3,344	$473	0.4%	$123.36	—	—	042068205
EZPW	EZCORP INC	12,843	$245	0.2%	$11.87	+58.8%	—	302301106
TTI	TETRA TECHNOLOGIES INC DEL	15,000	$86	0.1%	$4.27	+80.7%	—	88162F105

Decreased Positions (20)

— CYBERARK SOFTWARE LTD 2.5%

Value ($000) $3,043 (-51.8%) Shares 6,822 (-47.8%) Est. Cost $333.15 Unrealized —

UBER UBER TECHNOLOGIES INC 0.7%

Value ($000) $851 (-78.3%) Shares 10,415 (-74.0%) Est. Cost $82.93 Unrealized +8.6%

SPOT SPOTIFY TECHNOLOGY S A 1.0%

Value ($000) $1,179 (-69.3%) Shares 2,030 (-63.1%) Est. Cost $635.58 Unrealized -1.6%

IBIT ISHARES BITCOIN TRUST ETF 3.5%

Value ($000) $4,287 (-36.4%) Shares 86,337 (-16.8%) Est. Cost $57.78 Unrealized —

DASH DOORDASH INC 0.6%

Value ($000) $762 (-73.2%) Shares 3,363 (-67.8%) Est. Cost $205.51 Unrealized +14.1%

AXON AXON ENTERPRISE INC 0.8%

Value ($000) $1,027 (-65.3%) Shares 1,809 (-56.1%) Est. Cost $615.04 Unrealized +0.9%

TOST TOAST INC 0.2%

Value ($000) $280 (-85.2%) Shares 7,873 (-84.7%) Est. Cost $39.30 Unrealized -8.3%

MELI MERCADOLIBRE INC 0.7%

Value ($000) $860 (-62.7%) Shares 427 (-56.7%) Est. Cost $2129.48 Unrealized -1.4%

PLTR PALANTIR TECHNOLOGIES INC 12.2%

Value ($000) $14,816 (-8.9%) Shares 83,352 (-6.5%) Est. Cost $58.25 Unrealized +210.8%

OSCR OSCAR HEALTH INC 0.2%

Value ($000) $200 (-87.6%) Shares 13,925 (-83.6%) Est. Cost $14.97 Unrealized +15.5%

SHV ISHARES TR 1.3%

Value ($000) $1,564 (-46.2%) Shares 14,201 (-46.0%) Est. Cost $110.42 Unrealized —

GOOGL ALPHABET INC 7.7%

Value ($000) $9,379 (+16.3%) Shares 29,965 (-9.7%) Est. Cost $172.30 Unrealized +65.8%

FIX COMFORT SYS USA INC 1.6%

Value ($000) $1,936 (-25.8%) Shares 2,074 (-34.4%) Est. Cost $417.86 Unrealized +120.9%

ETHA ISHARES ETHEREUM TR 0.6%

Value ($000) $675 (-48.5%) Shares 30,083 (-27.7%) Est. Cost $31.51 Unrealized —

FTI TECHNIPFMC PLC 4.4%

Value ($000) $5,378 (+9.9%) Shares 120,694 (-2.7%) Est. Cost $28.27 Unrealized +49.3%

CARG CARGURUS INC 0.5%

Value ($000) $609 (-43.2%) Shares 15,871 (-44.9%) Est. Cost $35.03 Unrealized +2.9%

DECK DECKERS OUTDOOR CORP 1.1%

Value ($000) $1,374 (-17.9%) Shares 13,249 (-19.7%) Est. Cost $170.20 Unrealized -44.9%

AMZN AMAZON COM INC 4.2%

Value ($000) $5,079 (+3.9%) Shares 22,006 (-1.2%) Est. Cost $211.80 Unrealized +8.0%

MGY MAGNOLIA OIL & GAS CORP 0.8%

Value ($000) $925 (-9.9%) Shares 42,255 (-1.7%) Est. Cost $25.98 Unrealized -12.5%

SMH VANECK ETF TRUST 0.3%

Value ($000) $353 (-13.5%) Shares 981 (-21.6%) Est. Cost $211.47 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	CYBERARK SOFTWARE LTD	6,822 (-47.8%)	$3,043 (-51.8%)	2.5%	$333.15	—	SHS	M2682V108
UBER	UBER TECHNOLOGIES INC	10,415 (-74.0%)	$851 (-78.3%)	0.7%	$82.93	+8.6%	COM	90353T100
SPOT	SPOTIFY TECHNOLOGY S A	2,030 (-63.1%)	$1,179 (-69.3%)	1.0%	$635.58	-1.6%	SHS	L8681T102
IBIT	ISHARES BITCOIN TRUST ETF	86,337 (-16.8%)	$4,287 (-36.4%)	3.5%	$57.78	—	SHS BEN INT	46438F101
DASH	DOORDASH INC	3,363 (-67.8%)	$762 (-73.2%)	0.6%	$205.51	+14.1%	CL A	25809K105
AXON	AXON ENTERPRISE INC	1,809 (-56.1%)	$1,027 (-65.3%)	0.8%	$615.04	+0.9%	COM	05464C101
TOST	TOAST INC	7,873 (-84.7%)	$280 (-85.2%)	0.2%	$39.30	-8.3%	CL A	888787108
MELI	MERCADOLIBRE INC	427 (-56.7%)	$860 (-62.7%)	0.7%	$2129.48	-1.4%	COM	58733R102
PLTR	PALANTIR TECHNOLOGIES INC	83,352 (-6.5%)	$14,816 (-8.9%)	12.2%	$58.25	+210.8%	CL A	69608A108
OSCR	OSCAR HEALTH INC	13,925 (-83.6%)	$200 (-87.6%)	0.2%	$14.97	+15.5%	CL A	687793109
SHV	ISHARES TR	14,201 (-46.0%)	$1,564 (-46.2%)	1.3%	$110.42	—	TRUST ISHARE 0-1	464288679
GOOGL	ALPHABET INC	29,965 (-9.7%)	$9,379 (+16.3%)	7.7%	$172.30	+65.8%	CAP STK CL A	02079K305
FIX	COMFORT SYS USA INC	2,074 (-34.4%)	$1,936 (-25.8%)	1.6%	$417.86	+120.9%	COM	199908104
ETHA	ISHARES ETHEREUM TR	30,083 (-27.7%)	$675 (-48.5%)	0.6%	$31.51	—	SHS	46438R105
FTI	TECHNIPFMC PLC	120,694 (-2.7%)	$5,378 (+9.9%)	4.4%	$28.27	+49.3%	COM	G87110105
CARG	CARGURUS INC	15,871 (-44.9%)	$609 (-43.2%)	0.5%	$35.03	+2.9%	COM CL A	141788109
DECK	DECKERS OUTDOOR CORP	13,249 (-19.7%)	$1,374 (-17.9%)	1.1%	$170.20	-44.9%	COM	243537107
AMZN	AMAZON COM INC	22,006 (-1.2%)	$5,079 (+3.9%)	4.2%	$211.80	+8.0%	COM	023135106
MGY	MAGNOLIA OIL & GAS CORP	42,255 (-1.7%)	$925 (-9.9%)	0.8%	$25.98	-12.5%	CL A	559663109
SMH	VANECK ETF TRUST	981 (-21.6%)	$353 (-13.5%)	0.3%	$211.47	—	SEMICONDUCTR ETF	92189F676

Unchanged Positions (8)

CRWD CROWDSTRIKE HLDGS INC 4.8%

Value ($000) $5,877 Shares 12,537 Est. Cost $340.01 Unrealized +49.8%

GEV GE VERNOVA INC 2.4%

Value ($000) $2,974 Shares 4,551 Est. Cost $431.08 Unrealized +41.3%

AAPL APPLE INC 1.7%

Value ($000) $2,103 Shares 7,734 Est. Cost $234.51 Unrealized +14.4%

NVDA NVIDIA CORPORATION 7.5%

Value ($000) $9,180 Shares 49,223 Est. Cost $138.22 Unrealized +34.7%

SPY SPDR S&P 500 ETF TR 0.8%

Value ($000) $1,030 Shares 1,511 Est. Cost $621.07 Unrealized —

MMM 3M CO 0.5%

Value ($000) $593 Shares 3,706 Est. Cost $128.38 Unrealized +27.1%

CVX CHEVRON CORP NEW 0.4%

Value ($000) $438 Shares 2,877 Est. Cost $152.28 Unrealized -0.6%

V VISA INC 0.2%

Value ($000) $210 Shares 600 Est. Cost $298.33 Unrealized +14.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CRWD	CROWDSTRIKE HLDGS INC	12,537	$5,877	4.8%	$340.01	+49.8%	CL A	22788C105
GEV	GE VERNOVA INC	4,551	$2,974	2.4%	$431.08	+41.3%	COM	36828A101
AAPL	APPLE INC	7,734	$2,103	1.7%	$234.51	+14.4%	COM	037833100
NVDA	NVIDIA CORPORATION	49,223	$9,180	7.5%	$138.22	+34.7%	COM	67066G104
SPY	SPDR S&P 500 ETF TR	1,511	$1,030	0.8%	$621.07	—	TR UNIT	78462F103
MMM	3M CO	3,706	$593	0.5%	$128.38	+27.1%	COM	88579Y101
CVX	CHEVRON CORP NEW	2,877	$438	0.4%	$152.28	-0.6%	COM	166764100
V	VISA INC	600	$210	0.2%	$298.33	+14.1%	COM CL A	92826C839