# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Zevin Asset Management LLC 329,308 55,439 8,173,753.87 1.2283 0.0205 12/31/2024
2 Madison Asset Management LLC 71,853 3,691 1,783,463.31 0.021 0.0045 12/31/2024
3 RhumbLine Advisers LP 43,795 5,399 1,087,035.7 0.001 0.0027 03/31/2025
4 Causeway Capital Management LLC 40,661 35,438 1,009,246.68 0.0026 0.0025 03/31/2025
5 ShariaPortfolio, Inc. 4,625 1,145 114,797.12 0.0498 0.0003 03/31/2025
6 GAMMA Investing LLC 3,612 -2,110 89,653.45 0.0068 0.0002 03/31/2025
7 American Century Investment Management, Inc. 392 392 9,729.83 0 0 03/31/2025
8 Thurston, Springer, Miller, Herd & Titak, Inc. 276 248 6,850.6 0.0012 0 03/31/2025
9 PNC Investments LLC 114 -48 2,829.59 0 0 12/31/2024
10 Copeland Capital Management LLC 96 0 2,382.82 0 0 03/31/2025
11 First Horizon Advisors, Inc. 82 82 2,035.32 0.0001 0 03/31/2025
12 Richardson Financial Services, Inc. 40 -27 992.84 0.0007 0 12/31/2024
13 Salomon & Ludwin LLC 19 0 471.6 0.0001 0 03/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 ActivePassive International Equity ETF 40,661 35,438 1,009,246.68 0.1168 0.0025 03/31/2025
2 SP Funds S&P World (ex-US) ETF 4,625 1,145 114,797.12 0.2833 0.0003 03/31/2025
3 Avantis US Quality ETF 392 392 9,729.83 0.0082 0 03/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Zevin Asset Management LLC 329,308 55,439 8,173,753.87 1.2283 0.0205 12/31/2024
2 Causeway Capital Management LLC 40,661 35,438 1,009,246.68 0.0026 0.0025 03/31/2025
3 RhumbLine Advisers LP 43,795 5,399 1,087,035.7 0.001 0.0027 03/31/2025
4 Madison Asset Management LLC 71,853 3,691 1,783,463.31 0.021 0.0045 12/31/2024
5 ShariaPortfolio, Inc. 4,625 1,145 114,797.12 0.0498 0.0003 03/31/2025
6 American Century Investment Management, Inc. 392 392 9,729.83 0 0 03/31/2025
7 Thurston, Springer, Miller, Herd & Titak, Inc. 276 248 6,850.6 0.0012 0 03/31/2025
8 First Horizon Advisors, Inc. 82 82 2,035.32 0.0001 0 03/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 GAMMA Investing LLC 3,612 -2,110 89,653.45 0.0068 0.0002 03/31/2025
2 PNC Investments LLC 114 -48 2,829.59 0 0 12/31/2024
3 Richardson Financial Services, Inc. 40 -27 992.84 0.0007 0 12/31/2024

Data provided by FactSet Research Systems Inc.