Diversify Advisory Services, LLC Asset Management

Diversify Advisory Services, LLC

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BX Blackstone Inc.	$120B	$2.23 Billion 0.14% of portfolio	16,720	Q1 2025 Added 31.88%
BXSL Blackstone Secured Lending Fund	$4.99B	$614 Million 0.04% of portfolio	20,684	Q1 2025 Reduced 9.54%
FSK Fs Kkr Capital Corp	$0	$589 Million 0.04% of portfolio	29,274	Q1 2025 Reduced 0.05%
RMT Royce Micro Cap Trust, Inc.	$0	$548 Million 0.03% of portfolio	66,627	Q1 2025 Reduced 3.34%
AOD Aberdeen Total Dynamic Dividend Fund	$0	$526 Million 0.03% of portfolio	63,775	Q1 2025 Reduced 2.26%
NFJ Virtus Dividend, Interest & Premium Strategy Fund	$0	$442 Million 0.03% of portfolio	38,069	Q3 2024 Reduced 3.13%
KKR Kkr & Co. Inc.	$124B	$372 Million 0.02% of portfolio	3,257	Q1 2025 Added 5.1%
DIAX Nuveen Dow 30sm Dynamic Overwrite Fund	$0	$363 Million 0.02% of portfolio	26,241	Q4 2024 Reduced 2.42%
BCSF Bain Capital Specialty Finance, Inc.	$978M	$339 Million 0.02% of portfolio	21,950	Q1 2025 Reduced 11.91%
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund	$0	$281 Million 0.02% of portfolio	11,795	Q4 2024 Reduced 12.44%
SPXX Nuveen S&P 500 Dynamic Overwrite Fund	$0	$272 Million 0.02% of portfolio	16,469	Q1 2024 New
APO Apollo Global Management, Inc.	$87.5B	$247 Million 0.02% of portfolio	1,794	Q1 2025 Reduced 10.83%
BDJ Black Rock Enhanced Equity Dividend Trust	$0	$85.4 Million 0.01% of portfolio	10,301	Q1 2024 New

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