Portfolio (Quarterly) Guide ↗

ZynergyRetirementPlanningLLC

· CIK 0002031137

13F Portfolio $165M AUM 26 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 Added 12 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NVDA PUT	NVIDIA CORPORATION	Technology	3,000	$560K	0.34%	SOLD

Sector Allocation

Technology 56.4%

Financial Services 27.1%

Consumer Cyclical 11.0%

Utilities 5.5%