| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | GAMMA Investing LLC | 2,294 | 1,517 | 13,887.88 | 0.0007 | 0.0003 | 12/31/2025 |
| 2 | American Century Investment Management, Inc. | 656 | 656 | 3,971.42 | 0 | 0.0001 | 02/27/2026 |
| 3 | Financial Gravity Asset Management, Inc. | 1 | 1 | 6.05 | 0 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Avantis Total Equity Markets ETF | 656 | 656 | 3,971.42 | 0.0006 | 0.0001 | 02/27/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | GAMMA Investing LLC | 2,294 | 1,517 | 13,887.88 | 0.0007 | 0.0003 | 12/31/2025 |
| 2 | American Century Investment Management, Inc. | 656 | 656 | 3,971.42 | 0 | 0.0001 | 02/27/2026 |
| 3 | Financial Gravity Asset Management, Inc. | 1 | 1 | 6.05 | 0 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Henry James International Management, Inc. | 0 | -13,529 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.