Institutional Owners for PEP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
MILESTONE ADVISORY PARTNERS COM 4001 $220,272 1,300 0.00 0.00 0 0.00 09-30-2023
PHILLIPS FINANCIAL MANAGEMENT LLC COM 4002 $227,513 1,300 0.00 1,300 +Inf 03-31-2024
NOTTINGHAM ADVISORS INC COM 4003 $220,832 1,300 0.00 1,300 +Inf 12-31-2023
FLAGSTONE FINANCIAL MANAGEMENT COM 4004 $227,184 1,298 0.00 0.00 0 0.00 03-31-2024
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