Portfolio Six Updated December 2023

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Post Purchases

Portfolio 6 has a value of $45,764 with beneficiary contributions of $19,100 and trustee contributions of $12,500 for a total gain of $14,164.

The portfolio has $7051 in cash or 15% of total. There are 17 holdings plus cash with the largest holdings in QQQ (a recent purchase) and our Nvidia (NVDA) shares which still have a large value after selling off half of them.