ETFs Holding EVR

Hartford Capital Appreciation Fund Class Y

Hartford Capital Appreciation Fund Cl R4

Hartford Capital Appreciation Fund Class I

Hartford Capital Appreciation Fund Class R6

Avantis US Mid Cap Value ETF

Barron'S 400 ETF

ProShares Ultra MidCap400

State Street SPDR S&P 400 Mid Cap Value ETF

JPMorgan Small Cap Blend Fund Class R6

ProFunds UltraMid-Cap ProFund Investor Class

Victory Growth & Income Fund Class Fund shares

JPMorgan Small Cap Blend Fund Class C

WisdomTree US MidCap Dividend Fund

Inspire 100 ETF

Hartford Capital Appreciation HLS Fund Class IA

Mid-Cap 1.5x Strategy Fund Class A

Mid-Cap 1.5x Strategy Fund Class H

Fidelity Small-Mid Multifactor ETF

Schwab US Mid Cap ETF

Carillon Scout Mid Cap Fund Class R-6

Goldman Sachs Large Cap Value Insights Fund Service Shares

Goldman Sachs Large Cap Value Insights Fund Class C

Goldman Sachs Large Cap Value Insights Fund Class R

Goldman Sachs Large Cap Value Insights Fund Class R6

Goldman Sachs Large Cap Value Insights Fund Class P Shares

Mid-Cap Value ProFund

GuideMark Small/Mid Cap Core Fund Class RS

Horizon Kinetics Inflation Beneficiaries ETF

Mid-Cap Growth ProFund

BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

Destinations Shelter Fund Class Z

State Street SPDR Russell 1000 Low Volatility Focus ETF

Vanguard Explorer Fund Investor Class

Inspire Global Hope ETF

JPMorgan US Momentum Factor ETF

iShares US Financials ETF

iShares Morningstar Small-Cap ETF

AQR Managed Futures Strategy HV Fund Class N

iShares US Financial Services ETF

iShares ESG Aware MSCI USA Small-Cap ETF

Praxis Small Cap Index Fund Class A

Victory Extended Market Index Fund Class Fund shares

Vanguard Small Cap Growth Index Fund admiral Class

Invesco S&P MidCap 400 Revenue ETF

Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class

AQR Style Premia Alternative Fund Class R6

Vanguard Explorer Value Fund

BlackRock Advantage SMID Cap V.I. Fund Class I

State Street SPDR Russell 1000 Momentum Focus ETF

Harbor PanAgora Dynamic Large Cap Core ETF

Royce Small Cap Fund Investment Class

AQR Trend Total Return Fund Class R6

Royce Small Cap Fund Institutional Class

Royce Small Cap Fund Service Class

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Extended Market Index Fund Institutional

Wilmington Global Alpha Equities Fund Class A

Hartford Disciplined US Equity ETF

American Century Disciplined Growth Fund C Class

American Century Disciplined Growth Fund A Class

American Century Disciplined Growth Fund R5 Class

American Century Disciplined Growth Fund Investor Class

Vanguard Small Cap Index Fund Investor Class

Alphacentric Symmetry Strategy Fund Class A

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

iShares Russell Small/Mid-Cap Index Fund Class Investor A

iShares Russell Small/Mid-Cap Index Fund Institutional Class

John Hancock Multifactor Mid Cap ETF

Vanguard Extended Market ETF

American Century Disciplined Core Equity Fund R5 Class

American Century Disciplined Core Equity Fund I Class

AQR Multi-Asset Fund Class N

American Century Disciplined Core Equity Fund Class A

Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class

Fidelity Extended Market Index Fund

State Street Small/Mid Cap Equity Index Portfolio

Goldman Sachs Innovate Equity ETF

DFA US Small Cap Portfolio Institutional Class

Aspiriant Risk-Managed Equity Allocation Fund Adv Shs

Vanguard Financial Index Fund Admiral Shs

Vanguard Small Cap Value Index Fund admiral Class

iShares Russell Mid-cap Value ETF

Bridge Builder Small/Mid Cap Growth Fund

JPMorgan US GARP Equity Fund Class C

JPMorgan US GARP Equity Fund Class R6

JPMorgan US GARP Equity Fund Class R2

AQR MS Fusion Fund Class I

AQR MS Fusion Fund Class R6

Dimensional US Small Cap ETF

Voya Index Plus SmallCap Portfolio Initial

Principal MidCap Value Fund Class R5

Principal MidCap Value Fund I

Principal MidCap Value Fund Class J

Vanguard Capital Opportunity Fund

PIMCO RAFI Dynamic Multi-Factor US Equity ETF

Fidelity Mid Cap Value Index Fund

Calvert US Mid-Cap Core Responsible Index ETF

Calvert US Mid Cap Core Responsible Index Class A

Fidelity Mid Cap Index Fund

T. Rowe Price New Horizons Fund Investor Class

T. Rowe Price New Horizons Fund

iShares Russell Mid-Cap Index Fund Institutional Class

iShares Russell Mid-Cap Index Fund Class K

iShares Russell Mid-Cap ETF

Avantis US Quality ETF

Voya Russell Mid Cap Index Portfolio Advisor Class

Voya Russell Mid Cap Index Portfolio Class S

Venerable Mid Cap Index Fund Class V

Fidelity Contrafund

Fidelity Contrafund Class K6

Strategic Alternatives Fund Institutional Class

Voya Multi-Manager Mid Cap Value Fund Class I

AQR MS Fusion HV Fund Class N

Voya VACS Series MCV Fund

Avantis US Large Cap Equity ETF

Inspire 500 ETF

SMALLCAP World Fund Class 529-C

SMALLCAP World Fund Class 529-A

US Vector Equity Portfolio

SMALLCAP World Fund Class 529-F-2

SMALLCAP World Fund Class R-2E

SMALLCAP World Fund Inc Class R-3 Shares

SMALLCAP World Fund Inc Class R-5 Shares

SMALLCAP World Fund Class R5E

SMALLCAP World Fund Class C

SMALLCAP World Fund Class F2

Vanguard US Momentum Factor ETF

Vanguard Dividend Appreciation ETF

Catholic Values Equity Fund Class F

Calvert US Large Cap Value Responsible Index Fund Class I

Calvert US Large Cap Value Responsible Index Fund Class R6

Fidelity Balanced Fund

Fidelity Balanced Fund Class A

Fidelity Balanced Fund Class C

Fidelity Balanced Fund Class Z

Invesco Russell 1000 Dynamic Multifactor ETF

Vanguard High Dividend Yield Index Fund Admiral Class

Invesco Dividend Achievers ETF

Dimensional US Sustainability Core 1 ETF

DFA US Core Equity 2 Portfolio

Fidelity Advisor Hedged Equity Fund

Fidelity Advisor Hedged Equity Fund Class I

Fidelity Advisor Hedged Equity Fund Class Z

iShares Systematic Alternatives Active ETF

Russell Multifactor US Equity Fund Class C

Russell Multifactor US Equity Fund Class M

Russell Multifactor US Equity Fund Class Y

DFA US Sustainability Core I Portfolio Institutional Class

Avantis US Equity ETF

iShares Russell 1000 Value ETF

Schwab US Large-Cap Value ETF

Dimensional US Core Equity 2 ETF

American Century Disciplined Value Fund R5 Class

American Century Disciplined Value Fund A Class

American Century Disciplined Value Fund Investor Class

Fidelity Large Cap Value Index Fund

Guggenheim Total Return Bond Fund Institutional Class

Guggenheim Total Return Bond Fund Class P

Guggenheim Total Return Bond Fund Class R6

Goldman Sachs US Equity Dividend and Premium Fund Class A

Goldman Sachs US Equity Dividend and Premium Fund Class C

JPMorgan Diversified Fund Class A

JPMorgan Diversified Fund Class I

JPMorgan Diversified Fund Class L

AQR CVX Fusion Fund Class I

AQR CVX Fusion Fund Class R6

T. Rowe Price Global Allocation Fund

Russell Tax-Managed US Large Cap Fund Class C

Schwab US Large-Cap Value Index Fund

T. Rowe Price Global Allocation Fund Class I

BlackRock Advantage SMID Cap Fund Inc Institutional Class

BlackRock Advantage SMID Cap Fund Inc Class A

BlackRock Advantage SMID Cap Fund Inc Class R

WisdomTree US Total Dividend Fund

Schwab Fundamental US Large Company ETF

John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav

Schwab Fundamental US Large Company Index Fund

Vanguard Strategic Equity Fund Investor Class

Goldman Sachs MarketBeta US 1000 Equity ETF

iShares Russell 1000 ETF

iShares Dow Jones US ETF

Vanguard Russell 1000 ETF

Vanguard Total Stock Market ETF