ETFs Holding ABBV

S&P 500 Fund Class H

Nomura Asset Strategy Fund Class C

Nomura Asset Strategy Fund Class Y

Vanguard Total Stock Market ETF

Schwab US Broad Market ETF

Driehaus Global Fund

Reverb ETF

Nuveen Life Stock Index Fund

Vanguard Institutional Total Stock Market Index Fund Inst. Plus Shares

Vanguard Total Stock Market Index Fund Institutional Plus Shares

Vanguard Total Stock Market Index Fund Admiral Shares

Wilshire 5000 Index Fund Investment Class

DFA US Sustainability Core I Portfolio Institutional Class

Invesco RAFI US 1000 ETF

Invesco ESG S&P 500 Equal Weight ETF

RACWI US ETF

Nuveen S&P 500 Index Fund Class I

Nuveen S&P 500 Index Fund Class W

VALIC Company I Systematic Core Fund

Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares

Goldman Sachs Innovate Equity ETF

Global X S&P 500 Covered Call ETF

Meeder Balanced Fund Adviser Class

Meeder Balanced Fund Retail Class

ProShares S&P 500 High Income ETF

PGIM Jennison Blend Fund Class R6

PGIM Jennison Blend Fund Class C

Saratoga Large Capitalization Growth Portfolio Class I

Saratoga Large Capitalization Growth Portfolio Class A

Vanguard S&P 500 Growth ETF

Global X US 500 ETF

American Century Disciplined Value Fund R5 Class

American Century Disciplined Value Fund A Class

American Century Disciplined Value Fund Investor Class

Meeder Global Allocation Fund Retail Class

Meeder Global Allocation Fund Institutional Class

Voya US Stock Index Portfolio S2

Voya US Stock Index Portfolio Advisor Class

MFS Low Volatility Equity Fund Class I

MFS Low Volatility Equity Fund Class C

MFS Low Volatility Equity Fund Class R2

MFS Low Volatility Equity Fund Class R4

Empower Core Strategies: US Equity Fund Institutional Class

Voya VACS Index Series S Portfolio

iShares Total US Stock Market Index Fund Institutional Class

Advent Convertible and Income Fund

WisdomTree US Efficient Core Fund

Alger Responsible Investing Fund Class C

Alger Responsible Investing Fund Class Z

Large Cap Growth ProFund Service

S&P 500 2x Strategy Fund Class H

Alger Responsible Investing Fund Class A

Venerable US Large Cap Strategic Equity Fund Class I

iShares Core S&P US Growth ETF

American Century Balanced Fund R5 Class

John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav

John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I

John Hancock Hedged Equity & Income Fund

Franklin Dynamic Asset Allocation Conservative Fund Class R5

Invesco Income Advantage US Fund Class R6

Dimensional US Core Equity Market ETF

Franklin Dynamic Asset Allocation Conservative Fund Class C

Franklin Dynamic Asset Allocation Conservative Fund Class Y

Invesco Income Advantage US Fund Class Y Shares

Invesco Income Advantage US Fund Class R5

Invesco Income Advantage US Fund Class R Shares

Vanguard US Multifactor ETF

VictoryShares Hedged Equity Income ETF

Parametric Equity Premium Income ETF

Victory Pioneer Global Equity Fund Class C

Victory Pioneer Global Equity Fund Class R6

Direxion Daily S&P 500 Bull 2X ETF

ClearBridge Tactical Dividend Income Fund Class A

Destinations Large Cap Equity Fund Class Z

Franklin Growth Fund Class R

Franklin Growth Fund Class A

HC Capital Trust - The Growth Equity Portfolio

ClearBridge Tactical Dividend Income Fund Class IS

T. Rowe Price Hedged Equity Fund Investor Class

SEI Institutional Investments Trust - Dynamic Asset Allocation Fund Class A

SEI Institutional Investments Trust - Dynamic Asset Allocation Fund Class Y

ClearBridge Tactical Dividend Income Fund CLass C

Morgan Stanley Pathway Large Cap Equity ETF

ActivePassive US Equity ETF

Invesco Global Equity Net Zero ETF

iShares Nasdaq Premium Income Active ETF

Bull ProFund Service Class

Columbia Multi-Manager Value Strategies Fund Institutional Class

Goldman Sachs US Tax-Managed Equity Fund

Goldman Sachs US Tax-Managed Equity Fund Class R6

Goldman Sachs US Tax-Managed Equity Fund Institutional Class

Goldman Sachs US Tax-Managed Equity Fund Class P

WisdomTree Efficient US Plus International Equity Fund ETF

George Putnam Balanced Fund Class R5

iShares MSCI World ETF

Victory Multi-Cap Fund Class C

George Putnam Balanced Fund Class M

George Putnam Balanced Fund Class Y

George Putnam Balanced Fund Class R

Nova Fund Class H

Nova Fund Investor Class

Nuveen Equity Index Fund Premier Class

Nuveen Equity Index Fund Class W

Nuveen Equity Index Fund Class A

American Century Large Cap Growth ETF

AB Select US Long/Short Portfolio

AB Select US Long/Short Portfolio

Diversified Equity Fund

The ESG Growth Portfolio, HC Capital Trust HC Strategic Shares

JPMorgan Managed Income Fund Class L

Thornburg Investment Income Builder Fund Class A

Thornburg Investment Income Builder Fund Class I

Thornburg Investment Income Builder Fund Class R6

FlexShares Morningstar US Market Factor Tilt Index Fund

Transamerica Large Value Opportunities Class R4

1290 Loomis Sayles Multi-Asset Income Fund Class A

1290 Loomis Sayles Multi-Asset Income Fund Class R

Destra Multi-Alternative Fund

iShares Low Carbon Optimized MSCI ACWI ETF

American Beacon Large Cap Value Fund Class R5

American Beacon Large Cap Value Fund R6 Class

iShares MSCI Global Min Vol Factor ETF

American Beacon Large Cap Value Fund C Class

Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class

MFS Diversified Income Fund Class C

MFS Diversified Income Fund Class R1

MFS Diversified Income Fund Class R2

MFS Diversified Income Fund Class R4

UltraBull ProFund Service

AGF US Market Neutral Anti-Beta Fund ETF

ProShares Ultra S&P500

Federated Hermes Capital Income Fund Class C

Federated Hermes Capital Income Fund Class R

Federated Hermes Muni and Stock Advantage Fund Class A

Federated Hermes Muni and Stock Advantage Fund Class F

Hartford Capital Appreciation Fund Class C

Hartford Capital Appreciation Fund Class Y

Hartford Capital Appreciation Fund Cl R4

Hartford Capital Appreciation Fund Class I

Hartford Capital Appreciation Fund Class R6

BlackRock Advantage Global Fund Class Institutional

BlackRock Advantage Global Fund Class A

BlackRock Advantage Global Fund Class R

PGIM Jennison U.S. Core Equity ETF

Fidelity Balanced Fund

Fidelity Balanced Fund Class A

Fidelity Balanced Fund Class C

Fidelity Balanced Fund Class Z

Guidemark Large Cap Core Fund Service Shares

Meeder Quantex Fund Institutional Class

Goldman Sachs ActiveBeta US Large Cap Equity ETF

Fidelity Balanced K6 Fund Class K6

The Gabelli Focused Growth and Income Fund Class C

The Gabelli Focused Growth and Income Fund Class AAA

Nomura Balanced Fund Class Y

Nomura Balanced Fund Class A

Nomura Balanced Fund Class R

Empower Large Cap Value Fund Investor Class II

Sparrow Growth Fund Class C

Sparrow Growth Fund No Load Class

Wilmington Global Alpha Equities Fund Class A

First Trust Active Factor Large Cap ETF

Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF

Xtrackers MSCI Kokusai Equity ETF

CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF

Goldman Sachs Income Builder Fund Class P Shares

Goldman Sachs Income Builder Fund Class C Shares

Goldman Sachs Income Builder Fund Institutional Shares

JPMorgan Nasdaq Equity Premium Income ETF

Fidelity Blue Chip Growth Fund Class M

Fidelity Blue Chip Growth Fund Class I

Fidelity Blue Chip Growth Fund Class K

MFS Low Volatility Global Equity Fund Class B

MFS Low Volatility Global Equity Fund Class I

MFS Low Volatility Global Equity Fund Class R1

MFS Low Volatility Global Equity Fund Class R4

MFS Low Volatility Global Equity Fund Class R6

PGIM Balanced Fund Class C

PGIM Income Builder Fund Class C

PGIM Income Builder Fund Class R6

PGIM Income Builder Fund Class Z

PGIM Balanced Fund Class A

Russell US Strategic Equity Fund Class A

Russell US Strategic Equity Fund Class S

Russell US Strategic Equity Fund Class M

Vanguard Equity Income Fund Admiral Class

Bridge Builder Tax Managed Large Cap Fund