Notes

The fund is for supply primary research only. It was last observed on 2026-09-27T14:01:11.416275+00:00. The following company filings were reviewed: PSIX on 2026-08-06 with accession number 0001628280-26-054346, ALM on 2026-09-21 with accession number 0001493152-26-043476, SEI on 2026-09-23 with accession number 0001193125-26-399432, and LFUS on 2026-09-17 with accession number 0000889331-26-000014. A news scan found information about ELG.DE from the source https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4. The process ended successfully, with 4 out of 4 tasks completed for the primary receipts and 1 out of 1 task completed for Elmos.

The fund is for supply primary research only. It was last observed on 2026-09-27T10:01:07.172886+00:00. The following receipts were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The process ended successfully, having found 4 out of 4 receipts. Additionally, information about Elmos, with the symbol ELG.DE, was found at https://www.elmos.com/english/about-elmos/investor/financial-news.html, with 5 news items, the latest being https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and this information was found 1 out of 1 time.

A fund manager made notes about the supply of aluminum on 2026-09-27T07:30:59.147734+00:00. The notes include a list of stocks with their prices on 2026-09-25: AXTI at 79.010, 79.890, and 65.428, AEHR at 104.260, 100.600, and 94.815, PSIX at 46.630, 47.000, and 37.364, VSH at 32.555, 33.205, and 33.231, POWL at 189.600, 192.570, and 198.815, ETN at 440.075, 442.560, and 418.867, ATI at 185.385, 214.675, and 202.824, and IREN at 44.130, 48.560, and 41.211. The notes also include data on AA, CENX, CSTM, and KALU, with their prices, Average Daily Range, Average True Range, and Relative Strength Index, which is a measure of how quickly a stock's price is changing. For example, AA had a price of 42.850, an Average Daily Range of 1.588, an Average True Range of 1.789, and a Relative Strength Index of 217.94. The notes also mention IAI's total, daily, and GCC kt, which refers to kilotons, a unit of weight. A news scan found the headline 'NOVELIS novelis-reports-first-quarter-fiscal-year-2027-results' and 'NOVELIS novelis-to-host-first-quarter-fiscal-year-2027-earnings-conference-call-on-august-5'. The notes also include a list of company filings, such as 8-K and 10-Q reports, which are types of financial reports. The notes end with 'END 10 / 11 successful; errors=unknown; research only no orders', indicating that 10 out of 11 tasks were completed successfully, but there were some unknown errors, and no orders were placed.

A news scan found the headline 'USDA fresh-beef entry report' which is a report from the United States Department of Agriculture. The report is for the period from September 13, 2026, to September 19, 2026. The report shows the amount of fresh beef imported from different countries. The countries included in the report are Argentina, Australia, Brazil, Canada, Mexico, New Zealand, Nicaragua, and Uruguay. The report lists the amount of beef imported in different forms, such as carcasses, ground beef, and cuts. The report also shows the total amount of beef imported for the week, the total amount imported for the year, the total amount imported for the previous year, and the percentage change. For example, Argentina imported 481 carcasses, 613 pounds of ground beef, and 230 pounds of boneless trimmings. The total amount of beef imported from Argentina for the week was 1,324 pounds, for a total of 70,891 pounds for the year, which is a 155% increase from the previous year. Similar data is provided for the other countries. The total amount of beef imported from all countries for the week was 36,688 pounds, for a total of 1,405,285 pounds for the year, which is a 14% increase from the previous year.

The fund is for supply primary research only. It was last observed on 2026-09-27T06:01:06.021508+00:00. The following receipts were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The process ended successfully after finding 4 receipts. Additionally, information was found about Elmos, with the symbol ELG.DE, from the source https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a count of 5, with a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4. The Elmos information ended successfully after finding 1 receipt.

The fund is for supply primary research only. It was last observed on 2026-09-27T01:45:58.461644+00:00. The following receipts were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. Additionally, information from ELG.DE was found on the website https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and there were 5 items with a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4.

The fund manager conducted primary research and found the following information. On 2026-09-26T21:45:57.622812+00:00, the manager observed the following data: a document from PSIX, dated 2026-08-06, with accession number 0001628280-26-054346, which had not changed, and was available at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm. Another document from ALM, dated 2026-09-21, with accession number 0001493152-26-043476, which had changed, and was available at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm. A document from SEI, dated 2026-09-23, with accession number 0001193125-26-399432, which had changed, and was available at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm. A document from LFUS, dated 2026-09-17, with accession number 0000889331-26-000014, which had not changed, and was available at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm. The process ended successfully, with 4 out of 4 tasks completed. Additionally, information was found about ELG.DE from the source https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at /english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4, with a count of 5, and this was the only task for Elmos, which was completed successfully.

The fund is for supply primary research only. It was last observed on 2026-09-26T17:31:05.759828+00:00. The following company reports were reviewed: PSIX on 2026-08-06 with accession number 0001628280-26-054346, ALM on 2026-09-21 with accession number 0001493152-26-043476, SEI on 2026-09-23 with accession number 0001193125-26-399432, and LFUS on 2026-09-17 with accession number 0000889331-26-000014. A news scan found the headline for ELG.DE, also known as Elmos, with a source link to their financial news page, specifically highlighting a news article about securing additional wafer capacity in Dortmund, with a hash value of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4.

A news scan found the following data. On 2026-09-26T15:46:01.809429+00:00, a fund called supply had the following eight-panel hashes. A panel is a section of information. The panels are ASPI, BSIN, APD, LIN, AI.PA, QATAR, MOFCOM, and PSHELIUM. The ASPI panel has a status of 200, which means the information was found, a hash of b05d86d63f2a67917db803f4bda96a60ac82e708088a85ae2a6b10da48cae03f, 5 links, and a title of ASP Isotopes Inc. Announces that Renergen Lim. The BSIN panel has a status of 200, a hash of 6e63dcdad95ec68fa28b6868df05425cd3515df8ee605c67464a54363c4a3aac, 11 links, and no title. The APD panel has a status of 200, a hash of 729685ec41008820d3dfa2ad97f940ffdfa5aa98ad6c7946ac48611921a1de48, 5 links, and a title of Helium. The LIN panel has a status of 200, a hash of 2be6c31a58d2e9834c921129e31d416d32c73e9a97a150c8641ac6b3d1559956, 8 links, and no title. The AI.PA panel has a status of null, which means the information was not found, no hash, 0 links, and an error message of 403 Client Error: Forbidden for url: https://www.airliq. The QATAR panel has a status of 200, a hash of bae1d8adf36099eb5b55d74d2bf9220bff6fdb94230dae8ccf337e01ae487905, 1 link, and a title of Ras Laffan Helium. The MOFCOM panel has a status of null, no hash, 0 links, and an error message of HTTPSConnectionPool(host='wms.mofcom.gov.cn', port=443). The PSHELIUM panel has a status of 200, a hash of ce0f9887401db1985b946d98c25fd581200cb95fe050db8b8b96e1e3e9c18d47, 7 links, and a title of Please be advised that PS Helium and Balloons.

The fund is for supply primary research only. It was last observed on 2026-09-26T13:16:02.447528+00:00. The fund reviewed the following documents: a document from PSIX dated 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM dated 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI dated 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS dated 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The process ended successfully after reviewing 4 documents. Additionally, the fund looked at information from ELG.DE, which is a stock symbol for Elmos, and found 5 news items on the company's website at https://www.elmos.com/english/about-elmos/investor/financial-news.html, including the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, with a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4. The review of Elmos information ended after looking at 1 item.

The fund is for supply primary research only. It was last observed on 2026-09-26T09:01:07.587751+00:00. The following receipts were found: a news scan found the data line for PSIX from 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and it was noted that the information had not changed. Another data line was found for ALM from 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and it was noted that the information had changed. A data line was also found for SEI from 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and it was noted that the information had changed. Additionally, a data line was found for LFUS from 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and it was noted that the information had not changed. The process ended successfully after finding 4 out of 4 receipts. A news scan also found information about ELG.DE from the source https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at /english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a count of 5, and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4, and this was the 1 out of 1 Elmos receipt.

A fund manager made notes about the supply of aluminum. The notes are from September 26, 2026. The manager looked at data from the previous day, September 25, 2026. The data included the closing prices of several stocks: AXTI at 79.010, AEHR at 104.260, PSIX at 46.630, VSH at 32.555, POWL at 189.600, ETN at 440.075, ATI at 185.385, and IREN at 44.130. The manager also looked at the prices of AA, CENX, CSTM, and KALU, including their current prices, highs, and moving averages, which are averages of prices over a certain period of time. A moving average is a way to smooth out price changes. The manager also calculated the Average Daily Range, or ADR, which is the average price change of a stock over a day, and the Average True Range, or ATR, which is a measure of price volatility. The Relative Strength Index, or RSI, which is a measure of how quickly a stock's price is changing, was also calculated. The manager found that the RSI for AA was 217.94, for CENX was 236.85, for CSTM was 246.85, and for KALU was 244.26. The manager also looked at data from the Institute of Advanced Iron, or IAI, which included total and daily production in kilotons, or kt. The manager also reviewed filings from several companies, including BWEN, CSTM, KALU, and CENX, which are reports that companies must submit to the government. The manager also saw news about UAMY, LRV, EGA, and NOVELIS, including a report from NOVELIS about its first quarter results. The manager's review was successful, with no known errors, and was for research purposes only, with no orders placed.

A news scan found the headline about a job related to the USDA fresh-beef entry report. The report is for research only and does not include quota utilization. The data is based on product weight, not carcass equivalent. The source of the data is https://www.ams.usda.gov/mnreports/lswimpe.pdf, which was fetched on 2026-09-26T06:46:00.581292+00:00 with a status of 200. The report covers the period from 9/13/2026 to 9/19/2026. The data includes the number of carcasses, AMR or ground beef, boneless trimmings, cheek or heart, cuts or offals, and other products. The final four fields show the weekly total, year-to-date total, year-to-date total for the previous year, and the percentage change. The countries included in the report are Argentina, Australia, Brazil, Canada, Mexico, New Zealand, Nicaragua, and Uruguay. The data for each country is as follows: Argentina had 481 carcasses, 613 AMR or ground beef, and 230 boneless trimmings, with a weekly total of 1,324, a year-to-date total of 70,891, a year-to-date total for the previous year of 27,813, and a percentage change of 155%. Australia had 5 carcasses, 6,358 AMR or ground beef, and 0 boneless trimmings, with a weekly total of 9,411, a year-to-date total of 373,341, a year-to-date total for the previous year of 325,804, and a percentage change of 15%. Brazil had 5,166 carcasses, 2,938 AMR or ground beef, and 247 boneless trimmings, with a weekly total of 8,351, a year-to-date total of 251,315, a year-to-date total for the previous year of 197,296, and a percentage change of 27%. Canada had 111 carcasses, 1,954 AMR or ground beef, and 46 boneless trimmings, with a weekly total of 6,365, a year-to-date total of 201,120, a year-to-date total for the previous year of 196,335, and a percentage change of 2%. Mexico had 34 carcasses, 111 AMR or ground beef, and 3,611 boneless trimmings, with a weekly total of 4,914, a year-to-date total of 195,051, a year-to-date total for the previous year of 160,714, and a percentage change of 21%. New Zealand had 2,602 carcasses, 24 AMR or ground beef, and 381 boneless trimmings, with a weekly total of 3,146, a year-to-date total of 163,883, a year-to-date total for the previous year of 155,095, and a percentage change of 6%. Nicaragua had 1,170 carcasses, 173 AMR or ground beef, and 72 boneless trimmings, with a weekly total of 1,812, a year-to-date total of 50,406, a year-to-date total for the previous year of 41,721, and a percentage change of 21%. Uruguay had 712 carcasses, 205 AMR or ground beef, and 54 boneless trimmings, with a weekly total of 971, a year-to-date total of 85,819, a year-to-date total for the previous year of 90,142, and a percentage change of -5%. The total for all countries was 149 carcasses, 18,776 AMR or ground beef, and 92 boneless trimmings, with a weekly total of 36,688, a year-to-date total of 1,405,285, a year-to-date total for the previous year of 1,227,340, and a percentage change of 14%.

The fund is for supply primary research only. It was last observed on 2026-09-26T05:01:06.066750+00:00. The following receipts were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The process ended successfully after checking 4 out of 4 receipts. Additionally, information about ELG.DE was found at https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4, with a count of 5, and this was the only Elmos receipt checked.

The fund is for supply primary research only. It was last observed on 2026-09-26T01:00:22.285351+00:00. The following receipts were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The process ended successfully after finding 4 out of 4 receipts. Additionally, information about ELG.DE was found on the website https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at /english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a count of 5, and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4. The process also ended successfully for Elmos after finding 1 out of 1 receipts.

The fund is for supply primary research only. It was last observed on 2026-09-25T21:00:19.401368+00:00. The fund reviewed the following documents: a document from PSIX dated 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM dated 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI dated 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS dated 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The review was successful, with 4 out of 4 documents reviewed. Additionally, the fund reviewed information from ELG.DE, with a source at https://www.elmos.com/english/about-elmos/investor/financial-news.html, and the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, with a count of 5 and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4.

The fund is for supply primary research only. It was last observed on 2026-09-25T16:45:20.755094+00:00. The following receipts were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The process ended successfully after finding 4 receipts. Additionally, information about ELG.DE was found on the website https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a total count of 5, with a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4.

A news scan found the following data. On 2026-09-25T15:45:22.214343+00:00, a fund called supply was used for research only. The sources used were a recipe and hashes, which are observations, not events. The data included eight panels: ASPI, BSIN, APD, LIN, AI.PA, QATAR, MOFCOM, and PSHELIUM. The ASPI panel had a status of 200, a hash of b05d86d63f2a67917db803f4bda96a60ac82e708088a85ae2a6b10da48cae03f, 5 links, and a title of ASP Isotopes Inc. Announces that Renergen Lim. The BSIN panel had a status of 200, a hash of 6e63dcdad95ec68fa28b6868df05425cd3515df8ee605c67464a54363c4a3aac, 11 links, and no title. The APD panel had a status of 200, a hash of 729685ec41008820d3dfa2ad97f940ffdfa5aa98ad6c7946ac48611921a1de48, 5 links, and a title of Helium. The LIN panel had a status of 200, a hash of 2be6c31a58d2e9834c921129e31d416d32c73e9a97a150c8641ac6b3d1559956, 8 links, and no title. The AI.PA panel had a status of null, no hash, 0 links, and an error message of 403 Client Error: Forbidden for url: https://www.airliq. The QATAR panel had a status of 200, a hash of bae1d8adf36099eb5b55d74d2bf9220bff6fdb94230dae8ccf337e01ae487905, 1 link, and a title of Ras Laffan Helium. The MOFCOM panel had a status of null, no hash, 0 links, and an error message of HTTPSConnectionPool(host='wms.mofcom.gov.cn', port=443). The PSHELIUM panel had a status of 200, a hash of ce0f9887401db1985b946d98c25fd581200cb95fe050db8b8b96e1e3e9c18d47, 7 links, and a title of Please be advised that PS Helium and Balloons.

The fund is for supply primary research only. It was last observed on 2026-09-25T12:30:22.715793+00:00. The fund reviewed the following documents: a document from PSIX dated 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM dated 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. The fund also reviewed a document from SEI dated 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. Additionally, the fund reviewed a document from LFUS dated 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The review of these documents was successful. The fund also checked the news from Elmos, which is a company with the symbol ELG.DE, and found 5 news items, with the latest one at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and the hash of this news is 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4.

The fund is for supply primary research only. It was last observed on 2026-09-25T08:30:20.690641+00:00. The following receipts were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The process ended successfully after finding 4 out of 4 receipts. Additionally, information about ELG.DE was found on https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a count of 5, and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4.

A fund manager made notes about the supply of aluminum. The notes are from September 25, 2026. The manager looked at data from the previous day, September 24, 2026. The data includes the prices of several stocks: AXTI, AEHR, PSIX, VSH, POWL, ETN, ATI, and IREN. The manager also looked at the prices and other data for the stocks AA, CENX, CSTM, and KALU. This data includes the average daily range, or ADR, which is the average difference between the high and low prices of a stock over a certain period of time. It also includes the average true range, or ATR, which is a measure of the volatility of a stock. The relative strength index, or RSI, is also included, which is a measure of how quickly a stock's price is changing. The manager noted that the ADR was not equal to the ATR for these stocks. The manager also looked at data from the International Aluminum Institute, or IAI, which included total, daily, and Gulf Cooperation Council, or GCC, production in thousands of metric tons, or kt. The manager also reviewed filings from several companies, including BWEN, CSTM, KALU, and CENX. These filings included 8-K and 10-Q forms, which are types of reports that companies must file with the Securities and Exchange Commission, or SEC. The manager also noted that there was an error with the symbol LRV and that there were news articles about several companies, including UAMY, EGA, and NOVELIS. The manager ended the notes by stating that 10 out of 11 tasks were completed successfully, but there were unknown errors and no orders were placed, as this was for research only.

A news scan found the headline 'USDA fresh-beef entry report' which is a report about the supply of fresh beef, for research purposes only. The report is based on the product weight, not the carcass equivalent weight, which is a measure of the weight of the beef after it has been trimmed and cut. The report does not include any information about quota utilization, which refers to the amount of beef that is allowed to be imported. The data was fetched from the website of the United States Department of Agriculture on September 25, 2026, at 06:45:23 UTC. The report covers the period from September 6, 2026, to September 12, 2026. The report includes a table with the following columns: carcasses, AMR/ground, boneless trimmings, cheek/heart, cuts/offals, and etc. The last four fields show the weekly total, year-to-date total, year-to-date total for the previous year, and the percentage change. The table lists the following countries: Argentina, Australia, Brazil, Canada, Mexico, New Zealand, Nicaragua, and Uruguay. The data for each country includes the number of carcasses, AMR/ground, boneless trimmings, cheek/heart, cuts/offals, and etc. For example, Argentina had 376 carcasses, 597 AMR/ground, and 74 boneless trimmings. The weekly total for Argentina was 1,047, the year-to-date total was 69,567, the year-to-date total for the previous year was 27,061, and the percentage change was 157%. The data for all countries is as follows: Argentina 376 597 74 | weekly/YTD/YTDprior/pct: 1,047 69,567 27,061 157%, Australia 95 3,650 0 597 164 38 1,886 | weekly/YTD/YTDprior/pct: 6,431 363,930 317,008 15%, Brazil 4,645 2,442 26 63 | weekly/YTD/YTDprior/pct: 7,175 242,963 196,051 24%, Canada 21 1,678 57 2 347 1 54 4,162 | weekly/YTD/YTDprior/pct: 6,324 194,755 190,485 2%, Mexico 17 220 3,684 556 776 56 | weekly/YTD/YTDprior/pct: 5,309 190,137 156,496 21%, New Zealand 1,210 0 241 104 1 42 | weekly/YTD/YTDprior/pct: 1,598 160,737 151,640 6%, Nicaragua 677 153 42 132 36 105 42 | weekly/YTD/YTDprior/pct: 1,187 48,594 40,646 20%, Uruguay 2,208 489 213 229 | weekly/YTD/YTDprior/pct: 3,138 84,848 87,948 -4%, Total 95 38 14,762 58 8,263 1,263 909 368 162 6,534 | weekly/YTD/YTDprior/pct: 32,452 1,368,597 1,199,006 14%.

The fund only uses primary research and had 0 eligible items observed on 2026-09-25T04:15:26.278277+00:00. The following items were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. The process ended successfully with 4 out of 4 items. Additionally, information about ELG.DE was found on https://www.elmos.com/english/about-elmos/investor/financial-news.html with a latest news item at /english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and this item had a count of 5 and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4. The process for Elmos ended with 1 out of 1 items.

The fund is for supply primary research only. It was last observed on 2026-09-25T00:15:25.604515+00:00. The following receipts were found: a document from PSIX on 2026-08-06 with accession number 0001628280-26-054346, which can be found at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and this document was not changed. Another document from ALM on 2026-09-21 with accession number 0001493152-26-043476, which can be found at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and this document was changed. A document from SEI on 2026-09-23 with accession number 0001193125-26-399432, which can be found at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and this document was changed. A document from LFUS on 2026-09-17 with accession number 0000889331-26-000014, which can be found at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and this document was not changed. Additionally, information from ELG.DE was found on the website https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and this information has a count of 5 and a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4.

The fund manager observed the following primary research receipts on 2026-09-24T20:00:23.976728+00:00. A news scan found the following data: for PSIX, a document was found with accession number 0001628280-26-054346 on 2026-08-06, which can be accessed at https://www.sec.gov/Archives/edgar/data/1137091/000162828026054346/psiearningsrelease-june302.htm, and it was noted that the information had not changed. For ALM, a document was found with accession number 0001493152-26-043476 on 2026-09-21, which can be accessed at https://www.sec.gov/Archives/edgar/data/1670061/000149315226043476/ex99-1.htm, and it was noted that the information had changed. For SEI, a document was found with accession number 0001193125-26-399432 on 2026-09-23, which can be accessed at https://www.sec.gov/Archives/edgar/data/1697500/000119312526399432/d61421dex991.htm, and it was noted that the information had changed. For LFUS, a document was found with accession number 0000889331-26-000014 on 2026-09-17, which can be accessed at https://www.sec.gov/Archives/edgar/data/889331/000088933126000014/lfus-20260915.htm, and it was noted that the information had not changed. The process ended with 4 out of 4 successful. Additionally, a news scan found information about ELG.DE from https://www.elmos.com/english/about-elmos/investor/financial-news.html, with the latest news at https://www.elmos.com/english/about-elmos/investor/financial-news/news/elmos-secures-additional-wafer-capacity-in-dortmund.html, and a count of 5 with a hash of 5965c9695c507cd0dbb1095006550a66ea9fb5482346b0be5b6df5b1a3e677e4, and this process ended with 1 out of 1 successful.