ETFs Holding PBI

DWS Small Cap Core Fund Class A

DWS Small Cap Core Fund Class Institutional

Buffalo Flexible Allocation Fund Investor Class

Harbor Human Capital Factor US Small Cap ETF

Sterling Capital Behavioral Small Cap Value Equity Fund Institutional Class

Sterling Capital Behavioral Small Cap Value Equity Fund Class R6

Federated Hermes MDT Small Cap Growth Fund Class C

Federated Hermes MDT Small Cap Growth Fund Class R6

Federated Hermes MDT Small Cap Value Fund Class C

Federated Hermes MDT Small Cap Value Fund Class R

LSV Conservative Value Equity Fund Institutional Class

Invesco Zacks Multi-Asset Income ETF

KraneShares Man Buyout Beta Index ETF

Principal U.S. Small-Cap Multi-Factor ETF

First Trust Small Cap Core AlphaDEX Fund

WisdomTree US SmallCap Fund

Global X US Preferred ETF

TETON Westwood Mighty Mites Fund Class I

TETON Westwood Mighty Mites Fund Class A

Optimum Small-Mid Cap Value Fund Class A

Optimum Small-Mid Cap Value Fund Class I

AQR Small Cap Momentum Style Fund Class N

AQR Small Cap Momentum Style Fund Class R6

Strategas Global Policy Opportunities ETF

Vanguard US Multifactor ETF

Victory Market Neutral Income Fund Class C

Victory Market Neutral Income Fund Class A

Federated Hermes MDT Small Cap Core Fund Class A

Federated Hermes MDT Small Cap Core Fund Institutional Class

State Street SPDR S&P SmallCap 600 ESG ETF

Innovator US Small Cap Managed 10 Buffer ETF

PGIM Quant Solutions Small-Cap Value Fund Class R4

PGIM Quant Solutions Small-Cap Value Fund Class C

PGIM Quant Solutions Small-Cap Value Fund Class R

Vanguard US Multifactor Fund Admiral Shares

Vanguard Tax Managed Small Cap Fund Institutional Plus

SEI Institutional Investment Trust - Small Cap Fund Class A

iShares Preferred and Income Securities ETF

BNY Mellon Smallcap Stock Index Fund Class I

Invesco RAFI US 1500 Small-Mid ETF

Vanguard S&P Small Cap 600 Growth ETF

State Street SPDR S&P 600 Small Cap Value ETF

Columbia Research Enhanced Small Cap ETF

Invesco BuyBack Achievers ETF

State Street SPDR Portfolio S&P 600 Small Cap ETF

MFS Blended Research Small Cap Equity Fund Class C

MFS Blended Research Small Cap Equity Fund Class B

MFS Blended Research Small Cap Equity Fund Class R2

MFS Blended Research Small Cap Equity Fund Class R4

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

Mercer US Small/Mid Cap Equity Fund Class I

Empower S&P Small Cap 600 Index Fund Investor Class

Vanguard S&P Small Cap 600 Value Index Fund Institutional

MoA Small Cap Equity Index Fund

Columbia Small Cap Index Fund Institutional Class III

Fidelity Flex Small Cap Focused Index Fund

Columbia Small Cap Index Fund Institutional Class

Principal SmallCap S&P 600 Index Fund Institutional Class

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

S&P SmallCap Index Fund Investor Class

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Class I

JPMorgan BetaBuilders US Small Cap Equity ETF

Schwab Fundamental US Small Company ETF

Innovator US Small Cap Managed Floor ETF

Small-Cap Growth ProFund

Vanguard Russell 2000 ETF

ProShares Ultra SmallCap600

American Beacon Small Cap Value Fund R6 Class

American Beacon Small Cap Value Fund Y Class

American Beacon Small Cap Value Fund Institutional Class

Fidelity Small Cap Index Fund

Small-Cap Value ProFund

GuideMark Small/Mid Cap Core Fund Class RS

Thrivent Small Cap Index Portfolio

ProShares Russell 2000 High Income ETF

Praxis Small Cap Index Fund Class I

Russell US Small Cap Equity Fund

iShares Russell 2000 Value ETF

Federated Hermes MDT Market Neutral ETF

Voya Russell Small Cap Index Portfolio Class S2

Voya Russell Small Cap Index Portfolio Class S

Longboard Alternative Growth Fund Class I

Federated Hermes MDT Balanced Fund Class A

Federated Hermes MDT Balanced Fund Institutional Class

Russell US Small Cap Equity Fund Class Y

Russell US Small Cap Equity Fund Class C

Russell US Small Cap Equity Fund Class R6

SIMT Small Cap Value Fund Class F

SIMT Small Cap Value Fund Class Y

T Rowe Price Small-Cap Index Fund

Vanguard Russell 2000 Index Fund Institutional

Venerable Small Cap Index Fund Class V

Vanguard Morningstar Small-Cap Value ETF

Schwab US Small-Cap ETF

Fidelity Flex Small Cap Index Fund

Nationwide Small Cap Index Fund Class A

Nationwide Small Cap Index Fund Institutional Service Class

T. Rowe Price New Horizons Fund Investor Class

Schwab Fundamental US Small Company Index Fund

T. Rowe Price New Horizons Fund

Venerable US Small Cap Fund Class V

Gotham Neutral Fund- Institutional Class

Bridge Builder Small/Mid Cap Value Fund

iShares ESG Aware MSCI USA Small-Cap ETF

John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav

John Hancock Variable Insurance Trust Small Cap Index Trust Series I

Lazard Enhanced Opportunities Portfolio Open Shares

Russell 2000 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class H

ProFunds Ultra Small-Cap ProFund Service Class

Vanguard Morningstar Small-Cap Value Index Fund Investor Class

Vanguard Morningstar Small-Cap Value Index Fund Institutional Class

BlackRock Small Cap Index V.I. Fund Class III

Vanguard Morningstar Small-Cap ETF

Vanguard Industrials ETF

Bridge Builder Small/Mid Cap Growth Fund

Wilshire Small Company Value Fund Investment Class

Federated Hermes Global Allocation Fund Class R

Federated Hermes Global Allocation Fund Class A

Victory Pioneer Multi-Asset Ultrashort Income Fund Class C

Victory Pioneer Multi-Asset Ultrashort Income Fund Class C

New Covenant Growth Fund

Russell 2000 Fund Class H

Russell 2000 Fund Class C

FlexShares Morningstar US Market Factor Tilt Index Fund

Wilshire Small Company Value Fund Institutional Class

Vanguard Extended Market ETF

Fidelity Extended Market Index Fund

Goldman Sachs Small Cap Value Insights Fund Cl A

Goldman Sachs Small Cap Value Insights Fund Institutional Class

Goldman Sachs Small Cap Value Insights Fund Class R6

Goldman Sachs Small Cap Value Insights Fund Cl R

Invesco Russell 2000 Dynamic Multifactor ETF

Federated Hermes MDT Market Neutral Fund Class IS

Russell 2000 2x Strategy Fund Class H

Russell 2000 2x Strategy Fund Class A

Small-Cap ProFund Service Class

State Street Small/Mid Cap Equity Index Portfolio

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Vanguard Morningstar Small-Cap Index Fund Institutional Class

Vanguard Morningstar Small-Cap Index Fund Admiral Class

Fidelity MSCI Industrials Index ETF

Hartford Multifactor Small Cap ETF

State Street SPDR S&P 1500 Value Tilt ETF

Dimensional US Core Equity 2 ETF

Dimensional US Sustainability Core 1 ETF

Morgan Stanley Pathway Small-Mid Cap Equity ETF

Destinations Small-Mid Cap Equity Fund Class I

Vanguard Explorer Fund Investor Class

Vanguard Growth and Income Fund Admiral Shares

Gabelli Equity Trust

iShares Russell Small/Mid-Cap Index Fund Class K

DFA US Social Core Equity 2 Portfolio

DFA US Sustainability Core I Portfolio Institutional Class

Vanguard Morningstar Total Stock Market ETF

Schwab US Broad Market ETF

Dimensional US Core Equity Market ETF

DFA US Core Equity 1 Portfolio

E TRADE No Fee Total Market Index Fund

Strategic Advisers US Total Stock Fund

Fidelity ZERO Total Market Index Fund

Goldman Sachs Absolute Return Tracker Fund Class A

Goldman Sachs Absolute Return Tracker Fund Class I

Goldman Sachs Absolute Return Tracker Fund Class P

John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav

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

Knights of Columbus US All Cap Index Fund I Class

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Value Fund II Class R-5

Principal SmallCap Growth Fund I Class R-3

Principal SmallCap Value Fund Institutional Class

Principal SmallCap Growth Fund I

Principal SmallCap Value Fund II Class R6

State Street Total Return V.I.S. Fund CL 3

Schwab Total Stock Market Index Fund

Nuveen Equity Index Fund Class I

T. Rowe Price Spectrum Moderate Growth Allocation Fund Class I

Nuveen Equity Index Fund Class A

Nuveen Life Stock Index Fund