| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Blueprint Investment Partners LLC | 6,876 | 792 | 459,860 | 0.0486 | 0.002 | 11/30/2025 |
| 2 | RhumbLine Advisers LP | 4,806 | 2,019 | 321,420.47 | 0.0003 | 0.0014 | 12/31/2025 |
| 3 | Causeway Capital Management LLC | 4,345 | 118 | 290,589.26 | 0.0007 | 0.0013 | 02/27/2026 |
| 4 | ShariaPortfolio, Inc. | 2,326 | 832 | 155,560.55 | 0.0533 | 0.0007 | 02/27/2026 |
| 5 | GAMMA Investing LLC | 549 | 257 | 36,716.57 | 0.002 | 0.0002 | 12/31/2025 |
| 6 | American Century Investment Management, Inc. | 492 | 492 | 32,904.47 | 0 | 0.0001 | 02/27/2026 |
| 7 | Salomon & Ludwin LLC | 178 | 174 | 11,904.46 | 0.0011 | 0.0001 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Blueprint Adaptive Growth Allocation Fund | 6,876 | 792 | 459,860 | 0.2266 | 0.002 | 11/30/2025 |
| 2 | ActivePassive International Equity ETF | 4,345 | 118 | 290,589.26 | 0.0314 | 0.0013 | 02/27/2026 |
| 3 | SP Funds S&P World (ex-US) ETF | 2,326 | 832 | 155,560.55 | 0.1284 | 0.0007 | 02/27/2026 |
| 4 | Avantis Total Equity Markets ETF | 492 | 492 | 32,904.47 | 0.005 | 0.0001 | 02/27/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | RhumbLine Advisers LP | 4,806 | 2,019 | 321,420.47 | 0.0003 | 0.0014 | 12/31/2025 |
| 2 | ShariaPortfolio, Inc. | 2,326 | 832 | 155,560.55 | 0.0533 | 0.0007 | 02/27/2026 |
| 3 | Blueprint Investment Partners LLC | 6,876 | 792 | 459,860 | 0.0486 | 0.002 | 11/30/2025 |
| 4 | American Century Investment Management, Inc. | 492 | 492 | 32,904.47 | 0 | 0.0001 | 02/27/2026 |
| 5 | GAMMA Investing LLC | 549 | 257 | 36,716.57 | 0.002 | 0.0002 | 12/31/2025 |
| 6 | Salomon & Ludwin LLC | 178 | 174 | 11,904.46 | 0.0011 | 0.0001 | 12/31/2025 |
| 7 | Causeway Capital Management LLC | 4,345 | 118 | 290,589.26 | 0.0007 | 0.0013 | 02/27/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Brooklyn Investment Group LLC | 0 | -7 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.