March’s monthly performance across all our listed investments was -5.69%. YTD (Year to date) performance is negative at -0.11%. Top 5 company holdings: $RIO, $YCA, $CCL, $GSL, $MEX Equities fund down -2.42% REITS income fund down -6.42%. GOLD and SILVER ETC down -11.29%. Fund of funds down -3.14%.

Research period: October 2025 – March 2026 | Published: March 2026 The data is unambiguously positive. Jet2 is growing across every meaningful dimension — passengers, revenue, bookings, capacity, and customer satisfaction — and is doing so faster than the wider UK market. The headline figure for the most recent period (H1 FY2026, six months to 30 September 2025) shows 14.09 million passengers flown, a 6% year-on-year increase, on top of a record-breaking FY2025 full year of 1

February’s monthly performance across all our listed investments was +0.09%. YTD (Year to date) performance is positive at +4.89%. Top 5 company holdings: $RIO, $YCA, $CCL, $GSL, $MEX Equities fund down -5.80% REITS income fund down -0.93%. GOLD and SILVER ETC up +10.15%. Fund of funds down -1.55%.

January’s monthly performance across all our listed investments was +3.05%. YTD (Year to date) performance is positive at +4.82%. Top 5 company holdings: $RIO, $YCA, $FDEV, $CAML, $VTY Equities fund up +2.91% REITS income fund up +3.81%. GOLD and SILVER ETC up +1.03%. Fund of funds up +4.26%.

December’s monthly performance across all our listed investments was +3.71%. Means our year to date performance YTD is +1.71% which isn’t bad for just 6 days. Ended 2025 up 24.11% which I am very happy with. Top 5 company holdings: $RIO, $YCA, $FDEV, $CAML, $VTY Equities fund up +1.11% REITS income fund down -0.20% GOLD and SILVER ETC up +20.23% Fund of funds up +1.55%

November’s monthly performance across all our listed investments was +1.62%. YTD (Year to date) performance is positive at +20.54%. Top 5 company holdings: $FDEV, $RIO, $CAML, $GSL, $VTY Equities fund down -1.71% REITS income fund up +1.46%. GOLD and SILVER ETC up +11.32%. Fund of funds up +0.67%.

October’s monthly performance across all our listed investments was +1.12%. YTD (Year to date) performance is positive at +18.57%. Top 5 company holdings: $SQZ, $FDEV, $YCA, $RIO, $INPP Equities fund up +1.48% REITS income fund up +0.31%. GOLD and SILVER ETC up +3.02%. Fund of funds up +0.37%.

September’s monthly performance across all our listed investments was +3.88%. YTD (Year to date) performance is positive at +16.97%. Top 5 company holdings: $GSL, $SQZ, $FDEV, $RIO, $INPP Equities fund up +1.99% REITS income fund up +2.58%. GOLD and SILVER ETC up +14.88%. Fund of funds up +2.25%.

August’s monthly performance across all our listed investments was +0.06%. YTD (Year to date) performance is positive at +12.12%. Top 5 company holdings: $BATS, $GSL, $SQZ, $RIO, $FDEV Equities fund up +1.13% REITS income fund down -3.06%. GOLD and SILVER ETC up +5.80%. Fund of funds up +0.55%. The UK’s Stability Crisis The current Labour government and, in particular, their Chancellor of the Exchequer, Rachel Thieves Reeves, promised stability and that the grown-ups were no

July’s monthly performance across all our listed investments was +2.75%. YTD (Year to date) performance is positive at +12.04%. Top 5 company holdings: $BATS, $GSL, $SQZ, $RIO, $FDEV Equities fund up +5.77% REITS income fund up +0.04%. GOLD and SILVER ETC up +4.17%. Fund of funds up +1.92%. Leave us alone! The government has done lots more meddling in our lives again over the past month, including deciding that 16-year-olds are old enough and wise enough to vote and choose wh