# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Mercer Global Investments Europe Ltd. 135,400 -800 7,638,455.6 0.1251 0.0171 12/31/2025
2 BlackRock Advisors LLC 21,710 21,710 1,224,747.94 0.0006 0.0027 02/27/2026
3 Causeway Capital Management LLC 15,437 4,555 870,862.92 0.002 0.0019 02/27/2026
4 RhumbLine Advisers LP 7,460 6,583 420,848.44 0.0004 0.0009 12/31/2025
5 GAMMA Investing LLC 1,504 1,392 84,846.66 0.0045 0.0002 12/31/2025
6 Salomon & Ludwin LLC 268 258 15,118.95 0.0014 0 12/31/2025
7 Signature Equity Partners LLC 88 88 4,964.43 0.0029 0 12/31/2025
8 PNC Wealth Management LLC 81 -11 4,569.53 0 0 12/31/2025
9 IMA Advisory Services, Inc. 50 50 2,820.7 0.0003 0 12/31/2025
10 American Century Investment Management, Inc. 14 14 789.8 0 0 02/27/2026
11 Murphy & Mullick Capital Management Corp. 2 2 112.83 0.0001 0 12/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Mercer UCITS CCF - NFU Mutual Global Alpha Fund 135,400 -800 7,638,455.6 0.354 0.0171 12/31/2025
2 iShares Dynamic Equity Active ETF 21,710 21,710 1,224,747.94 0.0533 0.0027 02/27/2026
3 ActivePassive International Equity ETF 15,437 4,555 870,862.92 0.0941 0.0019 02/27/2026
4 Avantis Total Equity Markets ETF 14 14 789.8 0.0001 0 02/27/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 BlackRock Advisors LLC 21,710 21,710 1,224,747.94 0.0006 0.0027 02/27/2026
2 RhumbLine Advisers LP 7,460 6,583 420,848.44 0.0004 0.0009 12/31/2025
3 Causeway Capital Management LLC 15,437 4,555 870,862.92 0.002 0.0019 02/27/2026
4 GAMMA Investing LLC 1,504 1,392 84,846.66 0.0045 0.0002 12/31/2025
5 Salomon & Ludwin LLC 268 258 15,118.95 0.0014 0 12/31/2025
6 Signature Equity Partners LLC 88 88 4,964.43 0.0029 0 12/31/2025
7 IMA Advisory Services, Inc. 50 50 2,820.7 0.0003 0 12/31/2025
8 American Century Investment Management, Inc. 14 14 789.8 0 0 02/27/2026
9 Murphy & Mullick Capital Management Corp. 2 2 112.83 0.0001 0 12/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Intelligent Alpha LLC 0 -6,571 0 0 0
2 Mercer Global Investments Europe Ltd. 135,400 -800 7,638,455.6 0.1251 0.0171 12/31/2025
3 Brooklyn Investment Group LLC 0 -116 0 0 0
4 PNC Wealth Management LLC 81 -11 4,569.53 0 0 12/31/2025

Data provided by FactSet Research Systems Inc.