PERSONAL CFO SOLUTIONS, LLC

Position in COIN — Coinbase Global, Inc.

CIK 1677501 CHESTER, NJ

Position in COIN

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$211,627

-$72,404 QoQ

Shares Held

1,212

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $2,502,855 across 5 Financial Data & Stock Exchanges names.

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	1,238	$693,329
2	MCO	Moodys Corp /De/	1,468	$664,886
3	CME	Cme Group Inc.	1,809	$399,481
4	CBOE	Cboe Global Markets, Inc.	1,563	$379,293
5	MORN	Morningstar, Inc.	2,345	$365,866

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$211,627	1,212	-3.5%	Shares	Sole	2026-04-30
2025-12-31	$284,031	1,256	+9.5%	Shares	Defined	2026-01-22
2025-09-30	$387,101	1,147	+1.3%	Shares	Defined	2025-11-10
2025-06-30	$396,754	1,132	—	Shares	Defined	2025-08-12
No filing history on record for this holder in this stock.