| BRBrooke L. RollinsRExecutive | Dimensional U.S. Equity ETF Dimensionaletf | Sell | $15,001 – $50,000 | Sep 3, 2025 | Aug 21, 2026 | 352 | Filing for Brooke L. Rollins Dimensional U.S. Equity ETF Dimensional trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Targeted Value ETFetf | Sell | $15,001 – $50,000 | Sep 3, 2025 | Aug 21, 2026 | 352 | Filing for Brooke L. Rollins Dimensional U.S. Targeted Value ETF trade |
| BRBrooke L. RollinsRExecutive | JMSTJPMorgan Ultra-Short Municipal Income ETF | Buy | $15,001 – $50,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins JMST trade |
| BRBrooke L. RollinsRExecutive | QUALiShares MSCI USA Quality Factor ETF | Buy | $50,001 – $100,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins QUAL trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Targeted Value ETFetf | Buy | $15,001 – $50,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins Dimensional U.S. Targeted Value ETF trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Equity ETF Dimensionaletf | Buy | $50,001 – $100,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins Dimensional U.S. Equity ETF Dimensional trade |
| BRBrooke L. RollinsRExecutive | IUSGiShares Core S&P U.S. Growth ETF | Buy | $15,001 – $50,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins IUSG trade |
| BRBrooke L. RollinsRExecutive | VanguardEmerging Markets Stock Index Fundfund | Buy | $15,001 – $50,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins VanguardEmerging Markets Stock Index Fund trade |
| BRBrooke L. RollinsRExecutive | DFICDimensional International Core Equity 2 ETF | Buy | $15,001 – $50,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins DFIC trade |
| BRBrooke L. RollinsRExecutive | SHYMiShares Short Duration High Yield Muni Active ETF | Buy | $15,001 – $50,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins SHYM trade |
| BRBrooke L. RollinsRExecutive | JMUBJPMorgan Municipal ETF | Buy | $50,001 – $100,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins JMUB trade |
| BRBrooke L. RollinsRExecutive | BlackRock Systematic Multi-Strategy Fundfund | Buy | $15,001 – $50,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins BlackRock Systematic Multi-Strategy Fund trade |
| BRBrooke L. RollinsRExecutive | BlackRock Strategic Income Opportunitiesstock | Buy | $15,001 – $50,000 | Jul 7, 2025 | Aug 21, 2026 | 410 | Filing for Brooke L. Rollins BlackRock Strategic Income Opportunities trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Equity ETF Dimensionaletf | Sell | $15,001 – $50,000 | May 7, 2025 | Aug 21, 2026 | 471 | Filing for Brooke L. Rollins Dimensional U.S. Equity ETF Dimensional trade |
| BRBrooke L. RollinsRExecutive | JMUBJPMorgan Municipal ETF | Sell | $15,001 – $50,000 | May 7, 2025 | Aug 21, 2026 | 471 | Filing for Brooke L. Rollins JMUB trade |
| BRBrooke L. RollinsRExecutive | DFATU.S. Targeted Value Portfolio ETF Class Shares | Sell | $1,001 – $15,000 | May 7, 2025 | Aug 21, 2026 | 471 | Filing for Brooke L. Rollins DFAT trade |
| BRBrooke L. RollinsRExecutive | JMSTJPMorgan Ultra-Short Municipal Income ETF | Buy | $15,001 – $50,000 | May 7, 2025 | Aug 21, 2026 | 471 | Filing for Brooke L. Rollins JMST trade |
| BRBrooke L. RollinsRExecutive | IUSGiShares Core S&P U.S. Growth ETF | Buy | $1,001 – $15,000 | May 7, 2025 | Aug 21, 2026 | 471 | Filing for Brooke L. Rollins IUSG trade |
| BRBrooke L. RollinsRExecutive | BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX)fund | Buy | $1,001 – $15,000 | May 7, 2025 | Aug 21, 2026 | 471 | Filing for Brooke L. Rollins BlackRock Systematic Multi-Strategy Fund Institutional Class Shares (BIMBX) trade |
| BRBrooke L. RollinsRExecutive | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)fund | Buy | $1,001 – $15,000 | May 7, 2025 | Aug 21, 2026 | 471 | Filing for Brooke L. Rollins BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) trade |
| BRBrooke L. RollinsRExecutive | DIMENSIONAL US HIGH PROFTBLTY ETFetf | Sell | $250,001 – $500,000 | May 6, 2025 | Aug 21, 2026 | 472 | Filing for Brooke L. Rollins DIMENSIONAL US HIGH PROFTBLTY ETF trade |
| BRBrooke L. RollinsRExecutive | Vanguard Small-Cap Value Index Fund ETFetf | Sell | $250,001 – $500,000 | May 6, 2025 | Aug 21, 2026 | 472 | Filing for Brooke L. Rollins Vanguard Small-Cap Value Index Fund ETF trade |
| BRBrooke L. RollinsRExecutive | DFAUDimensional US Core Equity Market ETF | Sell | $500,001 – $1,000,000 | May 6, 2025 | Aug 21, 2026 | 472 | Filing for Brooke L. Rollins DFAU trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Targeted Value ETFetf | Buy | $250,001 – $500,000 | May 6, 2025 | Aug 21, 2026 | 472 | Filing for Brooke L. Rollins Dimensional U.S. Targeted Value ETF trade |
| BRBrooke L. RollinsRExecutive | QUALiShares MSCI USA Quality Factor ETF | Buy | $250,001 – $500,000 | May 6, 2025 | Aug 21, 2026 | 472 | Filing for Brooke L. Rollins QUAL trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Equity ETF Dimensionaletf | Buy | $500,001 – $1,000,000 | May 6, 2025 | Aug 21, 2026 | 472 | Filing for Brooke L. Rollins Dimensional U.S. Equity ETF Dimensional trade |
| BRBrooke L. RollinsRExecutive | JCPBJPMorgan Core Plus Bond ETF | Sell | $1,001 – $15,000 | Apr 4, 2025 | Aug 21, 2026 | 504 | Filing for Brooke L. Rollins JCPB trade |
| BRBrooke L. RollinsRExecutive | IUSGiShares Core S&P U.S. Growth ETF | Buy | $1,001 – $15,000 | Apr 4, 2025 | Aug 21, 2026 | 504 | Filing for Brooke L. Rollins IUSG trade |
| BRBrooke L. RollinsRExecutive | DFUSDimensional U.S. Equity Market ETF | Buy | $1,001 – $15,000 | Apr 4, 2025 | Aug 21, 2026 | 504 | Filing for Brooke L. Rollins DFUS trade |
| BRBrooke L. RollinsRExecutive | DFATU.S. Targeted Value Portfolio ETF Class Shares | Buy | $1,001 – $15,000 | Apr 4, 2025 | Aug 21, 2026 | 504 | Filing for Brooke L. Rollins DFAT trade |
| BRBrooke L. RollinsRExecutive | BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)fund | Sell | $1,001 – $15,000 | Apr 4, 2025 | Aug 21, 2026 | 504 | Filing for Brooke L. Rollins BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX) trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Equity ETF Dimensionaletf | Sell | $100,001 – $250,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins Dimensional U.S. Equity ETF Dimensional trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Targeted Value ETFetf | Sell | $100,001 – $250,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins Dimensional U.S. Targeted Value ETF trade |
| BRBrooke L. RollinsRExecutive | Dimensional U.S. Small Cap ETF Dimensionaletf | Sell | $100,001 – $250,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins Dimensional U.S. Small Cap ETF Dimensional trade |
| BRBrooke L. RollinsRExecutive | DFAUDimensional US Core Equity Market ETF | Sell | $500,001 – $1,000,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins DFAU trade |
| BRBrooke L. RollinsRExecutive | QUALiShares MSCI USA Quality Factor ETF | Sell | $250,001 – $500,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins QUAL trade |
| BRBrooke L. RollinsRExecutive | DIMENSIONAL US HIGH PROFTBLTY ETFetf | Buy | $250,001 – $500,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins DIMENSIONAL US HIGH PROFTBLTY ETF trade |
| BRBrooke L. RollinsRExecutive | Vanguard Small-Cap Value Index Fund ETFetf | Buy | $250,001 – $500,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins Vanguard Small-Cap Value Index Fund ETF trade |
| BRBrooke L. RollinsRExecutive | JMUBJPMorgan Municipal ETF | Buy | $100,001 – $250,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins JMUB trade |
| BRBrooke L. RollinsRExecutive | DFICDimensional International Core Equity 2 ETF | Buy | $15,001 – $50,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins DFIC trade |
| BRBrooke L. RollinsRExecutive | DFAUDimensional US Core Equity Market ETF | Buy | $500,001 – $1,000,000 | Mar 31, 2025 | Aug 21, 2026 | 508 | Filing for Brooke L. Rollins DFAU trade |
| BRBrooke L. RollinsRExecutive | IUSGiShares Core S&P U.S. Growth ETF | Buy | $1,001 – $15,000 | Mar 13, 2025 | Aug 21, 2026 | 526 | Filing for Brooke L. Rollins IUSG trade |
| BRBrooke L. RollinsRExecutive | QUALiShares MSCI USA Quality Factor ETF | Buy | $1,001 – $15,000 | Mar 13, 2025 | Aug 21, 2026 | 526 | Filing for Brooke L. Rollins QUAL trade |
| BRBrooke L. RollinsRExecutive | DFUSDimensional U.S. Equity Market ETF | Buy | $1,001 – $15,000 | Mar 13, 2025 | Aug 21, 2026 | 526 | Filing for Brooke L. Rollins DFUS trade |
| BRBrooke L. RollinsRExecutive | DFATU.S. Targeted Value Portfolio ETF Class Shares | Buy | $1,001 – $15,000 | Mar 13, 2025 | Aug 21, 2026 | 526 | Filing for Brooke L. Rollins DFAT trade |
| BRBrooke L. RollinsRExecutive | Vanguard Dividend Appreciation Index Fundetf | Sell | $100,001 – $250,000 | Jan 28, 2025 | Aug 21, 2026 | 570 | Filing for Brooke L. Rollins Vanguard Dividend Appreciation Index Fund trade |
| BRBrooke L. RollinsRExecutive | BNDXVanguard Total International Bond ETF | Sell | $50,001 – $100,000 | Jan 28, 2025 | Aug 21, 2026 | 570 | Filing for Brooke L. Rollins BNDX trade |
| BRBrooke L. RollinsRExecutive | JMSTJPMorgan Ultra-Short Municipal Income ETF | Sell | $15,001 – $50,000 | Jan 28, 2025 | Aug 21, 2026 | 570 | Filing for Brooke L. Rollins JMST trade |
| BRBrooke L. RollinsRExecutive | DFARDFA Real Estate Securities Portfolio ETF Class Shares | Sell | $100,001 – $250,000 | Jan 28, 2025 | Aug 21, 2026 | 570 | Filing for Brooke L. Rollins DFAR trade |
| BRBrooke L. RollinsRExecutive | JMUBJPMorgan Municipal ETF | Buy | $100,001 – $250,000 | Jan 28, 2025 | Aug 21, 2026 | 570 | Filing for Brooke L. Rollins JMUB trade |