ETFs Holding TRMB

Eaton Vance Atlanta Capital SMID-Cap Fund Class R

Pear Tree Essex Environmental Opportunities Fund Institutional Class

LKCM Aquinas Catholic Equity Fund

Transamerica Mid Cap Growth Fund Class I

Transamerica Mid Cap Growth Fund C Shs

Transamerica Mid Cap Growth Fund Class R4

Transamerica Mid Cap Growth Fund Class I3

Virtus KAR Mid-Cap Growth Fund I

Virtus KAR Mid-Cap Growth Fund Class R6

Virtus KAR Small-Mid Cap Core Fund Class A

Virtus KAR Small-Mid Cap Core Fund Class I

Thrivent Mid Cap Stock Fund Class A

LKCM Equity Fund

Meridian Growth Fund Class A

Meridian Growth Fund Investor Class

Trillium ESG Small/Mid Cap Fund Institutional Class

Meridian Contrarian Fund Class C

Meridian Contrarian Fund Investor Class

Alger Russell Innovation ETF

SoFi Agentic AI ETF

John Hancock Mid Cap Growth Fund Class R6

John Hancock Mid Cap Growth Fund Class C

John Hancock Variable Insurance Trust Mid Growth Trust Series II

John Hancock Variable Insurance Trust Mid Growth Trust Series I

Vanguard Global Environmental Opportunities Stock Fund Investor Class

Invesco ESG NASDAQ Next Gen 100 ETF

Rockefeller Climate Solutions Fund- Institutional Class Shares

ROBO Global Robotics and Automation Index ETF

Nuveen ESG Mid-Cap Value ETF

Loomis Sayles Small/Mid Cap Growth Fund Class N

Putnam Sustainable Future Fund Class C

Putnam Sustainable Future Fund Class R

Putnam Sustainable Future Fund Class R6

Amana Growth Fund Institutional Class

MFS Mid Cap Growth Fund Class R2

MFS Mid Cap Growth Fund Class B

MFS Mid Cap Growth Fund Class R1

MFS Mid Cap Growth Fund Class I

MFS Mid Cap Growth Fund Class R6

AMG TimesSquare Mid Cap Growth Fund- Class Z

AMG TimesSquare Mid Cap Growth Fund Class I

John Hancock Variable Insurance Trust Capital Appreciation Trust Series I

John Hancock US Growth Fund Class R4

John Hancock US Growth Fund

John Hancock US Growth Fund Class I

John Hancock US Growth Fund Class R6

Carillon Eagle Mid Cap Growth Fund Class A

Carillon Eagle Mid Cap Growth Fund Class I

Victory RS Value Fund Class A

Victory RS Value Fund Class C

Victory Sycamore Established Value Fund Class A

Victory Sycamore Established Value Fund Class I

Victory Sycamore Established Value Fund Class R6

ALPS Electrification Infrastructure ETF

Principal MidCap Value Fund Class R5

Principal MidCap Value Fund I

Principal MidCap Value Fund Class J

Janus Henderson Adaptive Risk Managed US Equity Fund Class A

Janus Henderson Adaptive Risk Managed US Equity Fund Class D

Janus Henderson Adaptive Risk Managed US Equity Fund Class N

Janus Henderson Adaptive Risk Managed US Equity Fund Class T

The Hartford Growth Opportunities Fund Class I

The Hartford Growth Opportunities Fund Class R5

The Hartford Growth Opportunities Fund Class R6

The Hartford Growth Opportunities Fund Class R3

Innovator Gradient Tactical Rotation Strategy ETF

Vanguard Capital Opportunity Fund

State Street SPDR S&P Software & Services ETF

Nationwide Geneva Mid Cap Growth Fund Class A

Nationwide Geneva Mid Cap Growth Fund Class R6

Hartford Mid Cap HLS Fund Class A

First Trust Industrials/Producer Durables AlphaDEX Fund

Voya VACS Series MCV Fund

The Hartford MidCap Fund Class R3

The Hartford MidCap Fund Class R4

The Hartford MidCap Fund Class R6

The Hartford MidCap Fund Class Y

Main Thematic Innovation ETF

Pacer Lunt Large Cap Alternator ETF

Hartford Disciplined Equity HLS Fund Class IA

Vanguard US Minimum Volatility ETF

Invesco NASDAQ Next Gen 100 ETF

Optimum Small-Mid Cap Growth Fund Class C

FIS Christian Stock Fund

Hartford Core Equity Fund Class R6

Hartford Core Equity Fund Class F

Hartford Core Equity Fund Class R4

Hartford Core Equity Fund Class Y

Invesco Zacks Mid-Cap ETF

First Eagle US Smid Cap Opportunity Fund Class A

Calvert Global Water Fund Class A

Calvert Global Water Fund Class I

Eventide US Market ETF

Victory RS Science and Technology Fund Class Y

Victory RS Science and Technology Fund Class A

Global X Conscious Companies ETF

MFS Low Volatility Equity Fund Class B

MFS Low Volatility Equity Fund Class A

MFS Low Volatility Equity Fund Class R3

MFS Low Volatility Equity Fund Class R1

MFS Low Volatility Equity Fund Class R6

Sofi Next 500 ETF

John Hancock Disciplined Value Fund Class R2

John Hancock Disciplined Value Fund Class R6

John Hancock Disciplined Value Fund Class C

John Hancock Disciplined Value Fund Class I

First Trust Large Cap Value AlphaDEX Fund

Columbia Seligman Global Technology Fund Class S

Columbia Seligman Global Technology Fund Class R

Columbia Seligman Global Technology Fund Class A

Columbia Seligman Premium Technology Growth Fund

Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF

Rydex Technology Fund Class H

Rydex Technology Fund Investor Class

Alger Responsible Investing Fund Class C

Alger Responsible Investing Fund Class Z

Sparkline Intangible Value ETF

PRIMECAP Odyssey Growth Fund

Nuveen Large Cap Responsible Equity Fund Class A

Nuveen Life Large Cap Responsible Equity Fund

Nuveen Large Cap Responsible Equity Fund Retirement Class

ProShares Large Cap Core Plus

Victory Science & Technology Fund Class A

Virtus Tactical Allocation Fund Class A

Virtus Tactical Allocation Fund Class I

BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares

Vanguard Morningstar Small-Cap Value ETF

Fidelity Mid-Cap Stock Fund Class K

Fidelity Mid-Cap Stock Fund Class A

Fidelity Mid-Cap Stock Fund Class I

Fidelity Mid-Cap Stock Fund Class Z

Pictet AI Enhanced US Equity ETF

AQR Managed Futures Strategy Fund Class I

AQR Managed Futures Strategy Fund Class R6

First Trust Multi Cap Value AlphaDEX Fund

Nuveen ESG Large-Cap ETF

Invesco Equally-Weighted S&P 500 Fund Class C

Invesco Equally-Weighted S&P 500 Fund Class Y

Inspire Global Hope ETF

Invesco S&P 500 Equal Weight ETF

PGIM Quant Solutions Mid-Cap Value Fund Class C

PGIM Quant Solutions Mid-Cap Value Fund Class R2

PGIM Quant Solutions Mid-Cap Value Fund Class R

PGIM Quant Solutions Mid-Cap Value Fund Class Z

Hartford Capital Appreciation Fund Class C

Hartford Capital Appreciation Fund Class Y

Hartford Capital Appreciation HLS Fund Class IA

Hartford Capital Appreciation Fund Class A

Hartford Capital Appreciation Fund Cl R5

Hartford Capital Appreciation Fund Cl R3

Vanguard Morningstar Small-Cap Value Index Fund Investor Class

Vanguard Morningstar Small-Cap Value Index Fund Institutional Class

VictoryShares US 500 Volatility Weighted ETF

American Century US Quality Value ETF

Mercer US Small/Mid Cap Equity Fund Class I

Russell Tax-Managed US Mid & Small Cap Fund Class A

Russell Tax-Managed US Mid & Small Cap Fund Class S

Calvert US Mid Cap Core Responsible Index Class A

Catholic Responsible Investments Multi Style US Equity Fund Class Institutional

Fidelity Mid Cap Value Index Fund

Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class

GMO Alternative Allocation Fund Class I

CREF Responsible Balanced Account Class R1

CREF Responsible Balanced Account Class R3

AQR Managed Futures Strategy HV Fund Class N

CREF Responsible Balanced Account Class R4

iShares US Industrials ETF

iShares Nasdaq Premium Income Active ETF

Vanguard Growth and Income Fund Admiral Shares

Goldman Sachs ActiveBeta US Large Cap Equity ETF

State Street SPDR MSCI USA Climate Paris Aligned ETF

Voya Russell Mid Cap Index Portfolio Advisor Class

Voya Russell Mid Cap Index Portfolio Class S

Praxis Small Cap Index Fund Class I

Voya VACS Index Series MC Portfolio

iShares Russell Mid-Cap Index Fund Investor A Class

Venerable Mid Cap Index Fund Class V

Calvert US Large Cap Value Responsible Index Fund Class I

Calvert US Large Cap Value Responsible Index Fund Class R6

iShares Systematic Alternatives Active ETF

Meeder Quantex Fund Adviser Class