# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 BlackRock Advisors LLC 10,447 10,447 140,647.96 0.0001 0.0013 06/26/2026
2 RhumbLine Advisers LP 5,188 218 69,846.04 0.0001 0.0007 03/31/2026
3 Salomon & Ludwin LLC 124 -180 1,669.41 0.0001 0 03/31/2026
4 Ascentis Independent Advisors LLC 25 25 336.58 0 0 03/31/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 iShares Dynamic Equity Active ETF 10,447 10,447 140,647.96 0.0048 0.0013 06/26/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 BlackRock Advisors LLC 10,447 10,447 140,647.96 0.0001 0.0013 06/26/2026
2 RhumbLine Advisers LP 5,188 218 69,846.04 0.0001 0.0007 03/31/2026
3 Ascentis Independent Advisors LLC 25 25 336.58 0 0 03/31/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Salomon & Ludwin LLC 124 -180 1,669.41 0.0001 0 03/31/2026

Data provided by FactSet Research Systems Inc.