| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Dimensional Fund Advisors Ltd. | 137,193 | -188 | 1,378,515.26 | 0.003 | 0.007 | 11/30/2025 |
| 2 | RhumbLine Advisers LP | 57,126 | 33,731 | 574,002.05 | 0.0005 | 0.0029 | 12/31/2025 |
| 3 | GAMMA Investing LLC | 23,406 | 1,016 | 235,183.49 | 0.0125 | 0.0012 | 12/31/2025 |
| 4 | Causeway Capital Management LLC | 5,010 | 2,999 | 50,340.48 | 0.0001 | 0.0003 | 02/27/2026 |
| 5 | American Century Investment Management, Inc. | 2,156 | 2,156 | 21,663.49 | 0 | 0.0001 | 02/27/2026 |
| 6 | NBC Securities, Inc. | 1,500 | 0 | 15,072 | 0.0012 | 0.0001 | 12/31/2025 |
| 7 | Salomon & Ludwin LLC | 814 | 763 | 8,179.07 | 0.0008 | 0 | 12/31/2025 |
| 8 | Signature Equity Partners LLC | 245 | 245 | 2,461.76 | 0.0014 | 0 | 12/31/2025 |
| 9 | PNC Wealth Management LLC | 183 | -40 | 1,838.78 | 0 | 0 | 12/31/2025 |
| 10 | IMA Advisory Services, Inc. | 141 | 141 | 1,416.77 | 0.0001 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Dimensional Funds Plc - European Value Fund | 137,193 | -188 | 1,378,515.26 | 0.2499 | 0.007 | 11/30/2025 |
| 2 | ActivePassive International Equity ETF | 5,010 | 2,999 | 50,340.48 | 0.0054 | 0.0003 | 02/27/2026 |
| 3 | Avantis Total Equity Markets ETF | 2,156 | 2,156 | 21,663.49 | 0.0033 | 0.0001 | 02/27/2026 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | RhumbLine Advisers LP | 57,126 | 33,731 | 574,002.05 | 0.0005 | 0.0029 | 12/31/2025 |
| 2 | Causeway Capital Management LLC | 5,010 | 2,999 | 50,340.48 | 0.0001 | 0.0003 | 02/27/2026 |
| 3 | American Century Investment Management, Inc. | 2,156 | 2,156 | 21,663.49 | 0 | 0.0001 | 02/27/2026 |
| 4 | GAMMA Investing LLC | 23,406 | 1,016 | 235,183.49 | 0.0125 | 0.0012 | 12/31/2025 |
| 5 | Salomon & Ludwin LLC | 814 | 763 | 8,179.07 | 0.0008 | 0 | 12/31/2025 |
| 6 | Signature Equity Partners LLC | 245 | 245 | 2,461.76 | 0.0014 | 0 | 12/31/2025 |
| 7 | IMA Advisory Services, Inc. | 141 | 141 | 1,416.77 | 0.0001 | 0 | 12/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Calydon Capital LLC | 0 | -21,868 | 0 | 0 | 0 | |
| 2 | Dimensional Fund Advisors Ltd. | 137,193 | -188 | 1,378,515.26 | 0.003 | 0.007 | 11/30/2025 |
| 3 | PNC Wealth Management LLC | 183 | -40 | 1,838.78 | 0 | 0 | 12/31/2025 |
Data provided by FactSet Research Systems Inc.