# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 BlackRock Advisors LLC 89,606 89,606 1,146,329.56 0.0005 0.0043 02/27/2026
2 Domini Impact Investments LLC 57,800 0 739,435.4 1.0781 0.0028 10/31/2025
3 RhumbLine Advisers LP 39,062 11,408 499,720.17 0.0004 0.0019 12/31/2025
4 GAMMA Investing LLC 13,233 4,248 169,289.77 0.009 0.0006 12/31/2025
5 Causeway Capital Management LLC 6,385 2,763 81,683.3 0.0002 0.0003 02/27/2026
6 Salomon & Ludwin LLC 847 805 10,835.67 0.001 0 12/31/2025
7 American Century Investment Management, Inc. 772 772 9,876.2 0 0 02/27/2026
8 PNC Wealth Management LLC 146 -1 1,867.78 0 0 12/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 iShares Dynamic Equity Active ETF 89,606 89,606 1,146,329.56 0.0499 0.0043 02/27/2026
2 Domini Impact Equity Fund 57,800 0 739,435.4 0.069 0.0028 10/31/2025
3 ActivePassive International Equity ETF 6,385 2,763 81,683.3 0.0088 0.0003 02/27/2026
4 Avantis Total Equity Markets ETF 772 772 9,876.2 0.0015 0 02/27/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 BlackRock Advisors LLC 89,606 89,606 1,146,329.56 0.0005 0.0043 02/27/2026
2 RhumbLine Advisers LP 39,062 11,408 499,720.17 0.0004 0.0019 12/31/2025
3 GAMMA Investing LLC 13,233 4,248 169,289.77 0.009 0.0006 12/31/2025
4 Causeway Capital Management LLC 6,385 2,763 81,683.3 0.0002 0.0003 02/27/2026
5 Salomon & Ludwin LLC 847 805 10,835.67 0.001 0 12/31/2025
6 American Century Investment Management, Inc. 772 772 9,876.2 0 0 02/27/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Intelligent Alpha LLC 0 -13,041 0 0 0
2 Brooklyn Investment Group LLC 0 -122 0 0 0
3 PNC Wealth Management LLC 146 -1 1,867.78 0 0 12/31/2025

Data provided by FactSet Research Systems Inc.