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Portfolio & Performance Updates
Photo by Kenny Eliason / Unsplash

Portfolio & Performance Updates

22 September 2025 5 min read

Table of Contents

  • a. Updated Performance vs. the S&P 500
  • b. Portfolio Changes & Updated Holdings
    • Change #1:
    • Change #2:
    • Change #3:
  • c. Holdings

a. Updated Performance vs. the S&P 500

Annualized Since Inception:

Year-to-Date:

b. Portfolio Changes & Updated Holdings

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Bradley Freeman

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