LifeSteps Financial, Inc.

Position in KD — Kyndryl Holdings, Inc.

CIK 1801373 CLAREMONT, CA

Position in KD

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

Position Value

$554

-$1,078 QoQ

Shares Held

-34.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#554

of 665 holders

Holding Since

Mar 2024

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $773,034 across 5 Information Technology Services names. KD ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp	2,642	$742,956
2	BR	Broadridge Financial Solutions, Inc.	155	$21,227
3	LDOS	Leidos Holdings, Inc.	54	$5,560
4	ACN	Accenture plc	22	$2,737
5	KD	Kyndryl Holdings, Inc. This page	49	$554

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$554	49	-34.7%	Shares	Sole	2026-07-17
2024-03-31	$1,632	75	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.