| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Eurizon Capital SGR SpA | 55,763 | 55,763 | 2,860,586.14 | 0.0069 | 0.0153 | 06/30/2025 |
| 2 | Auxier Asset Management LLC | 13,200 | 0 | 677,146.8 | 0.0941 | 0.0036 | 09/30/2025 |
| 3 | BlackRock Investment Management (Australia) Ltd. | 9,150 | 9,150 | 469,385.85 | 0.0005 | 0.0025 | 11/28/2025 |
| 4 | Royal London Asset Management Ltd. | 8,991 | 0 | 461,229.31 | 0.0004 | 0.0025 | 03/31/2025 |
| 5 | Causeway Capital Management LLC | 5,735 | -4,272 | 294,199.76 | 0.0006 | 0.0016 | 08/31/2025 |
| 6 | RhumbLine Advisers LP | 2,753 | 153 | 141,226.15 | 0.0001 | 0.0008 | 09/30/2025 |
| 7 | Eurizon Capital SA | 2,746 | 2,746 | 140,867.05 | 0.0008 | 0.0008 | 06/30/2025 |
| 8 | Fubon Asset Management Co., Ltd. | 313 | 91 | 16,056.59 | 0.0001 | 0.0001 | 11/28/2025 |
| 9 | GAMMA Investing LLC | 77 | 44 | 3,950.02 | 0.0002 | 0 | 09/30/2025 |
| 10 | Salomon & Ludwin LLC | 47 | 47 | 2,411.05 | 0.0002 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Eurizon Next 2.0 - Azioni Europa | 31,890 | 31,890 | 1,635,925.11 | 1.0521 | 0.0088 | 06/30/2025 |
| 2 | Eurizon Next 2.0 - Azioni Internazionali | 23,873 | 23,873 | 1,224,661.03 | 0.1499 | 0.0066 | 06/30/2025 |
| 3 | Auxier Focus Fund | 13,200 | 0 | 677,146.8 | 0.223 | 0.0036 | 09/30/2025 |
| 4 | iShares International Equity ETFs - Europe ETF | 9,150 | 9,150 | 469,385.85 | 0.0765 | 0.0025 | 11/28/2025 |
| 5 | St. James's Place Unit Trust - Strategic Managed | 8,991 | 0 | 461,229.31 | 0.0102 | 0.0025 | 03/31/2025 |
| 6 | Columbia Multi Manager International Equity Strategies Fund | 5,735 | -4,272 | 294,199.76 | 0.009 | 0.0016 | 08/31/2025 |
| 7 | Eurizon Next Strategia Megatrend | 2,339 | 2,339 | 119,988.36 | 0.0224 | 0.0006 | 06/30/2025 |
| 8 | Eur Next Strategia Absolute Return | 407 | 407 | 20,878.69 | 0.0259 | 0.0001 | 06/30/2025 |
| 9 | Fubon FTSE Developed Europe ETF | 313 | 91 | 16,056.59 | 0.0843 | 0.0001 | 11/28/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Eurizon Capital SGR SpA | 55,763 | 55,763 | 2,860,586.14 | 0.0069 | 0.0153 | 06/30/2025 |
| 2 | BlackRock Investment Management (Australia) Ltd. | 9,150 | 9,150 | 469,385.85 | 0.0005 | 0.0025 | 11/28/2025 |
| 3 | Eurizon Capital SA | 2,746 | 2,746 | 140,867.05 | 0.0008 | 0.0008 | 06/30/2025 |
| 4 | RhumbLine Advisers LP | 2,753 | 153 | 141,226.15 | 0.0001 | 0.0008 | 09/30/2025 |
| 5 | Fubon Asset Management Co., Ltd. | 313 | 91 | 16,056.59 | 0.0001 | 0.0001 | 11/28/2025 |
| 6 | Salomon & Ludwin LLC | 47 | 47 | 2,411.05 | 0.0002 | 0 | 09/30/2025 |
| 7 | GAMMA Investing LLC | 77 | 44 | 3,950.02 | 0.0002 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | 1832 Asset Management LP | 0 | -4,275 | 0 | 0 | 0 | |
| 2 | Causeway Capital Management LLC | 5,735 | -4,272 | 294,199.76 | 0.0006 | 0.0016 | 08/31/2025 |
Data provided by FactSet Research Systems Inc.