# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Causeway Capital Management LLC 155,256 10,279 2,719,774.61 0.0054 0.0046 05/29/2026
2 Generali Investments CEE Investicni Spolecnost AS 44,337 0 776,695.57 0.0515 0.0013 03/31/2026
3 SG Trading Solutions LLC 27,014 149 473,231.25 0.0958 0.0008 05/29/2026
4 Summit Global Investments LLC 23,264 0 407,538.75 0.0214 0.0007 02/28/2026
5 RhumbLine Advisers LP 18,096 -6,636 317,005.73 0.0002 0.0005 03/31/2026
6 First Command Advisory Services, Inc. 531 531 9,302.06 0.0001 0 03/31/2026
7 PNC Wealth Management LLC 374 -135 6,551.73 0 0 03/31/2026
8 Andbank Wealth Management SGIIC SAU 365 -1,464 6,394.07 0.0003 0 12/31/2025
9 GAMMA Investing LLC 249 0 4,361.98 0.0002 0 03/31/2026
10 IMA Advisory Services, Inc. 179 179 3,135.72 0.0003 0 03/31/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 ActivePassive International Equity ETF 155,256 10,279 2,719,774.61 0.258 0.0046 05/29/2026
2 SGI Enhanced Global Income ETF 27,014 149 473,231.25 0.4909 0.0008 05/29/2026
3 SGI Global Equity Fund 23,264 0 407,538.75 0.4769 0.0007 02/28/2026
4 Harmonized Investment Fund 365 -1,464 6,394.07 0.1953 0 12/31/2025
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Causeway Capital Management LLC 155,256 10,279 2,719,774.61 0.0054 0.0046 05/29/2026
2 First Command Advisory Services, Inc. 531 531 9,302.06 0.0001 0 03/31/2026
3 IMA Advisory Services, Inc. 179 179 3,135.72 0.0003 0 03/31/2026
4 SG Trading Solutions LLC 27,014 149 473,231.25 0.0958 0.0008 05/29/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 RhumbLine Advisers LP 18,096 -6,636 317,005.73 0.0002 0.0005 03/31/2026
2 Andbank Wealth Management SGIIC SAU 365 -1,464 6,394.07 0.0003 0 12/31/2025
3 PNC Wealth Management LLC 374 -135 6,551.73 0 0 03/31/2026

Data provided by FactSet Research Systems Inc.