# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Causeway Capital Management LLC 71,628 -428 1,548,310.85 0.0029 0.0124 01/30/2026
2 Abacus FCF Advisors LLC 22,704 827 490,769.66 0.0612 0.0039 01/30/2026
3 RhumbLine Advisers LP 20,202 8,197 436,686.43 0.0003 0.0035 12/31/2025
4 GAMMA Investing LLC 5,845 -1,118 126,345.52 0.0062 0.001 12/31/2025
5 American Century Investment Management, Inc. 755 755 16,320.08 0 0.0001 01/30/2026
6 Salomon & Ludwin LLC 435 420 9,402.96 0.0008 0.0001 12/31/2025
7 Westside Investment Management LLC 345 345 7,457.52 0.0012 0.0001 12/31/2025
8 PNC Wealth Management LLC 25 0 540.4 0 0 12/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 ActivePassive International Equity ETF 71,628 -428 1,548,310.85 0.1508 0.0124 01/30/2026
2 Abacus FCF International Leaders ETF 22,704 827 490,769.66 1.5486 0.0039 01/30/2026
3 Avantis Total Equity Markets ETF 755 755 16,320.08 0.0023 0.0001 01/30/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 RhumbLine Advisers LP 20,202 8,197 436,686.43 0.0003 0.0035 12/31/2025
2 Abacus FCF Advisors LLC 22,704 827 490,769.66 0.0612 0.0039 01/30/2026
3 American Century Investment Management, Inc. 755 755 16,320.08 0 0.0001 01/30/2026
4 Salomon & Ludwin LLC 435 420 9,402.96 0.0008 0.0001 12/31/2025
5 Westside Investment Management LLC 345 345 7,457.52 0.0012 0.0001 12/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Yousif Capital Management LLC 0 -9,997 0 0 0
2 Lazard Asset Management LLC 0 -8,978 0 0 0
3 ShariaPortfolio, Inc. 0 -2,753 0 0 0
4 GAMMA Investing LLC 5,845 -1,118 126,345.52 0.0062 0.001 12/31/2025
5 Causeway Capital Management LLC 71,628 -428 1,548,310.85 0.0029 0.0124 01/30/2026
6 Brooklyn Investment Group LLC 0 -81 0 0 0
7 Wealth Preservation Advisors LLC 0 -35 0 0 0

Data provided by FactSet Research Systems Inc.