LifeSteps Financial, Inc.

Position in COIN — Coinbase Global, Inc.

CIK 1801373 CLAREMONT, CA

Position in COIN

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$9,794

+$3,166 QoQ

Shares Held

+168.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#932

of 1,109 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $41,066 across 4 Financial Data & Stock Exchanges names. COIN ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	83	$18,328
2	COIN	Coinbase Global, Inc. This page	67	$9,794
3	SPGI	S&P Global Inc.	22	$8,091
4	CBOE	Cboe Global Markets, Inc.	20	$4,853

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,794	67	+168.0%	Shares	Sole	2026-07-17
2024-03-31	$6,628	25	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.