 Jason, when you look at your portfolio year to date, how do you feel? Well, I feel grateful. I feel like when I look at my portfolio, it's resilient, right? And I have some of those top heavy components, not all of them. To Matty's point there in regard to NVIDIA, clearly that has been just a tremendous tailwind for folks who have owned it, who have held it. Go back to July 2021, from then to now, NVIDIA's up 1,200% just on its own, the next best of all of those big tech companies.