ETFs Holding FORM

Harbor AI Inflection Strategy ETF

SMART Earnings Growth 30 ETF

Invesco Dorsey Wright Technology Momentum ETF

Needham Aggressive Growth Fund Retail Class

WisdomTree Quantum Computing Fund ETF

DWS Small Cap Growth Fund Class C

DWS Small Cap Growth Fund Class S

MFS Blended Research Small Cap Equity Fund Class A

MFS Blended Research Small Cap Equity Fund Class I

MFS Blended Research Small Cap Equity Fund Class R1

MFS Blended Research Small Cap Equity Fund Class R3

MFS Blended Research Small Cap Equity Fund Class R6

Fuller & Thaler Behavioral Small-Cap Growth Fund Class A

Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Class

Keeley Small Cap Fund Class AAA

Keeley Small Cap Fund Class C

Zacks Small-Cap Core Fund

MFS New Discovery Fund Class A

MFS New Discovery Fund Class R1

MFS New Discovery Fund Class R2

MFS New Discovery Fund Class R4

MFS New Discovery Fund Class I

Goldman Sachs Small Cap Growth Fund Class P

Goldman Sachs Small Cap Growth Fund Class C

Goldman Sachs Small Cap Growth Fund Class A

State Street SPDR S&P 600 Small Cap Growth ETF

Harbor Small Cap Growth Fund Administrative Class

Needham Small Cap Growth Fund Institutional Class

Voya SmallCap Opportunities Portfolio Advisor Class

Voya SmallCap Opportunities Portfolio Initial

MFS New Discovery Value Fund Class C

MFS New Discovery Value Fund Class I

MFS New Discovery Value Fund Class R2

MFS New Discovery Value Fund Class R3

MFS New Discovery Value Fund Class R6

AB DISCOVERY VALUE FUND C

AB DISCOVERY VALUE FUND Z

Vanguard S&P Small Cap 600 Growth ETF

AB Small Cap Value Portfolio

AB Small Cap Value Portfolio

Empower Small Cap Growth Fund Investor Class

PRIMECAP Odyssey Aggressive Growth Fund

First Eagle Small Cap Opportunity Fund Institutional Class

First Eagle Small Cap Opportunity Fund Class C

Bernstein Small Cap Core Portfolio - SCB

Bernstein Small Cap Core Portfolio-Advisor

Invesco S&P SmallCap 600 QVM Multi-factor ETF

Small-Cap Growth ProFund

Nuveen Quant Small Cap Equity Fund Class R6

Nuveen Quant Small Cap Equity Fund Class I

Nuveen Quant Small Cap Equity Fund Premier Class

Rydex Electronics Fund Class A

Rydex Electronics Fund Class C

Royce Premier Fund Service Class

Royce Premier Fund Consultant Class

Vanguard Tax Managed Small Cap Fund Admiral Cl

Nuveen Life Small Cap Equity Fund

S&P SmallCap 600 Pure Growth Fund Class C

State Street SPDR Portfolio S&P 600 Small Cap ETF

Columbia Integrated Small Cap Growth Fund Class Institutional

Federated Hermes MDT Small Cap Core ETF

Royce Small-Cap Opportunity Fund Institutional Class

Royce Small-Cap Opportunity Fund Service Class

Nuveen Quant Small/Mid Cap Equity Fund Class A

Nuveen Quant Small/Mid Cap Equity Fund Retirement Class

Nuveen Quant Small/Mid Cap Equity Fund Class W

Calamos Timpani Small Cap Growth Fund Class A

Calamos Timpani Small Cap Growth Fund Class R6

Goldman Sachs Small Cap Value Fund Investor Class

Goldman Sachs Small Cap Value Fund A Shares

Goldman Sachs Small Cap Value Fund Class R6

Goldman Sachs Small Cap Value Fund Class P Shares

Calamos Timpani Small Cap Growth Fund Class C

JPMorgan BetaBuilders US Small Cap Equity ETF

Optimum Small-Mid Cap Growth Fund Class C

Embark Small Cap Equity Fund Retirement Class

Victory Sycamore Small Company Opportunity Fund Class R

Royce Small Cap Fund Institutional Class

Royce Small Cap Fund Service Class

Victory Sycamore Small Company Opportunity Fund Class I

Victory Sycamore Small Company Opportunity Fund Class Y

Empower S&P Small Cap 600 Index Fund Investor Class

Vanguard S&P Small Cap 600 Index Fund Institutional

Columbia Small Cap Index Fund Institutional II Class

Columbia Small Cap Index Fund Institutional Class

Voya Small Cap Growth Fund Class R6

Voya Small Cap Growth Fund Class C

Voya Small Cap Growth Fund Class W

Saratoga Small Capitalization Portfolio Fund Class C

Saratoga Small Capitalization Portfolio Class A

John Hancock Multifactor Small Cap ETF

S&P SmallCap Index Fund Class K

DFA - US Small Cap Growth Portfolio

Eventide Small Cap ETF

Vanguard Capital Opportunity Fund Admiral Shares

JPMorgan US Small Company Fund Class R2

JPMorgan US Small Company Fund Class C

JPMorgan US Small Company Fund Class R6

JPMorgan US Small Company Fund Class L

JPMorgan US Small Company Fund Class R4

US Small Cap Growth ETF

Avantis US Small Cap Equity Fund Class G

Fidelity Small Cap Growth Index Fund

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

Vanguard Russell 2000 Growth ETF

ProShares Ultra SmallCap600

Putnam Small Cap Growth Fund Class A

Putnam Small Cap Growth Fund Class R6

Putnam Small Cap Growth Fund Class Y

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

BNY Mellon Smallcap Stock Index Fund Investor Class

Principal SmallCap S&P 600 Index Fund Institutional Class

Principal SmallCap S&P 600 Index Fund Class R-3

Vanguard Small Cap Growth ETF

Innovator US Small Cap Managed 10 Buffer ETF

American Century Small Company Fund I Class

American Century Small Company Fund Class A

American Century Small Company Fund R5 Class

Applied Finance IVS US SMID ETF

Horizon Small/Mid Cap Core Equity ETF

Nuveen Small Cap Blend Index Fund Retirement Class

First Trust Active Factor Small Cap ETF

Clearwater Select Equity Fund

Inspire Small/Mid Cap ETF

John Hancock Variable Insurance Trust Science & Technology Trust Series II

iShares Russell Midcap Growth ETF

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

John Hancock Variable Insurance Trust Small Company Value Trust Series 2

T Rowe Price Small-Cap Index Fund

BlackRock Small Cap Index V.I. Fund Class I

Vanguard Russell 2000 ETF

Vanguard Small Cap Growth Index Fund Investor Class

Vanguard Small Cap Growth Index Fund admiral Class

Voya VACS Index Series SC Portfolio

Venerable Small Cap Index Fund Class V

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Growth Fund I Class R-5

T. Rowe Price New Horizons Fund Investor Class

T. Rowe Price New Horizons Fund

Morgan Stanley Pathway Small-Mid Cap Equity ETF

First Trust Active Factor Mid Cap ETF

Bridge Builder Tax Managed Small/Mid Cap Fund

Iman Fund Class K

T. Rowe Price Small Cap Value Fund Investor Class

T. Rowe Price Small Cap Value Fund Z Class

BlackRock Advantage SMID Cap V.I. Fund Class I

Fidelity Flex Small Cap Index Fund

AQR Small Cap Multi-Style Fund Class I

Russell US Small Cap Equity Fund

Fidelity Small Cap Index Fund

Nationwide Small Cap Index Fund Class A

Praxis Small Cap Index Fund Class A

Nationwide Small Cap Index Fund Institutional Service Class

Dimensional US Small Cap ETF

Goldman Sachs Small Cap Growth Insights Fund Cl A

Goldman Sachs Small Cap Growth Insights Fund Inst Cl

Goldman Sachs Small Cap Growth Insights Fund Investor Class

Russell 2000 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class H

Federated Hermes MDT Small Cap Value Fund Class C

Federated Hermes MDT Small Cap Value Fund Class R

Vanguard Strategic Small-Cap Equity Fund Investor Shares

SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A

Voya Russell Small Cap Index Portfolio Initial

VY JPMorgan Small Cap Core Equity Portfolio Service

VY JPMorgan Small Cap Core Equity Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

Northern Small Cap Index Fund

VY JPMorgan Small Cap Core Equity Portfolio Class R6

Acclivity Small Cap Value Fund Class I

DFA US Small Cap Portfolio Institutional Class

First Trust Multi Cap Growth AlphaDEX Fund

Fidelity Small Cap Value Index Fund

JPMorgan Small Cap Value Fund Class R5

JPMorgan Small Cap Value Fund Class R6

JPMorgan Small Cap Value Fund Class C

JPMorgan Small Cap Value Fund Class I

Russell 2000 Fund Class A

Schwab Fundamental US Small Company Index Fund

ProFunds Ultra Small-Cap ProFund Service Class