ETFs Holding SYM

Zevenbergen Genea Fund Investor Class

Rock Oak Core Growth Fund

Tweedy Browne International Value Fund II

Baillie Gifford Long Term Global Growth Fund Class 2

VanEck Robotics ETF

ARK Autonomous Technology & Robotics ETF

Hood River New Opportunities Fund Institutional Class

VistaShares Robotics Supercycle ETF

Brandes International Equity Fund Class C

Brandes International Equity Fund Series I

Loomis Sayles International Growth Fund Class C

Loomis Sayles International Growth Fund Class A

Centerstone Investors Fund Class C

Centerstone Investors Fund Class A

Discovery Portfolio Class I

John Hancock Fundamental Equity Income Fund Class C

John Hancock Fundamental Equity Income Fund Class R6

MSIFT Discovery Portfolio Class A

MSIFT Discovery Portfolio Class I

MSIFT Discovery Portfolio Class C

TCW Transform Supply Chain ETF

Artisan International Value Fund Advisor Shares

Artisan International Value Fund Investor Shs

Themes US Small Cap Cash Flow Champions ETF

MFS International Value Fund Class A

MFS International Value Fund Class R3

MFS International Value Fund Class R6

MFS International Value Fund Class C

John Hancock Variable Insurance Trust Fundamental Large Value Trust Series Nav

WisdomTree Physical AI, Humanoids, and Drones Fund ETF

Allspring Growth Fund Class A

Allspring Growth Fund Admin Class

Allspring Innovation Fund Class A

Artisan Global Value Fund Advisor Shares

Artisan Global Value Fund Investor Shares

MFS International New Discovery Fund Class A

MFS International New Discovery Fund Class R3

MFS International New Discovery Fund Class C

MFS International New Discovery Fund Cl R2

MFS International New Discovery Fund Class I

WisdomTree US MidCap Quality Growth Fund

VY American Century Small-Mid Cap Value Portfolio Advisor Class

VY American Century Small-Mid Cap Value Portfolio S2

Loomis Sayles Global Growth Fund Class A

Loomis Sayles Global Growth Fund Class Y

BlackRock High Equity Income Fund Institutional Class

BlackRock High Equity Income Fund Investor C Class

Pacer Industrials and Logistics ETF

MFS Global Total Return Fund Class B

MFS Global Total Return Fund Class C

MFS Global Total Return Fund Class R4

MFS Global Total Return Fund Class R6

MFS Global Total Return Fund Class R2

MFS International Growth Fund Class C

MFS International Growth Fund Class R6

MFS International Growth Fund Class R2

MFS International Growth Fund Class R3

First Eagle Overseas Fund Class R6

First Eagle Overseas Fund Class I

AAM Transformers ETF

Pacer BlueStar Engineering the Future ETF

First Eagle Global Fund Class R6

First Eagle Global Fund Class A

MassMutual Mid Cap Growth Fund Class A

MassMutual Mid Cap Growth Fund Class R3

MassMutual Mid Cap Growth Fund Class I

MassMutual Mid Cap Growth Fund Administrative Class

Dimensional International Small Cap ETF

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Initial

VY T. Rowe Price Diversified Mid Cap Growth Portfolio S2

Franklin Intelligent Machines ETF

Franklin Dynatech Fund Class R

Franklin Dynatech Fund Class C

Franklin Dynatech Fund Class A

T. Rowe Price Diversified Mid-Cap Growth Fund Class I

Fidelity Flex Small Cap Index Fund

BlackRock Advantage Global Fund Class C

BlackRock Advantage Global Fund Class K

iShares Morningstar Small-Cap Growth ETF

Goldman Sachs Innovate Equity ETF

Nomura Wealth Builder Fund Class R

Nomura Wealth Builder Fund Institutional Class

Praxis Impact Large Cap Growth ETF

Counterpoint Tactical Equity Fund Class C

Vanguard Morningstar Small-Cap Growth Index Fund Investor Class

Vanguard Morningstar Small-Cap Growth Index Fund Institutional Class

First Trust Nasdaq BuyWrite Income ETF

WisdomTree US MidCap Fund

Invesco AI and Next Gen Software ETF

Bridge Builder International Equity Fund

MFS Global Alternative Strategy Fund Class A

MFS Global Alternative Strategy Fund Class C

MFS Global Alternative Strategy Fund Class B

MFS Global Alternative Strategy Fund Class R5

Pace Small/Med Company Growth Equity Investments Fund

Vanguard Morningstar Mid-Cap Growth Index Fund Investor Class

iShares ESG Aware MSCI USA Small-Cap ETF

Fidelity ZERO Extended Market Index Fund

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

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

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Extended Market Index Fund Institutional

Vanguard Morningstar Small-Cap Growth ETF

iShares Morningstar Small-Cap ETF

The Institutional International Equity Portfolio, HC Capital Trust HC Strategic Shares

Victory Extended Market Index Fund Class Fund shares

Fidelity Contrafund

Fidelity Contrafund Class K6

Vanguard Extended Market ETF

State Street SPDR Portfolio MSCI Global Stock Market ETF

Dimensional World ex US Core Equity 2 ETF

American Century Strategic Allocation Aggressive Fund R6 Class

American Century Strategic Allocation Aggressive Fund A Class

American Century Strategic Allocation Aggressive Fund C Class

Russell Multi-Asset Strategy Fund Class C

Russell Multi-Asset Strategy Fund Class M

Russell Multi-Asset Strategy Fund Class Y

CoreValues America First Technology ETF

Fidelity Advisor New Insights Fund Class I

Fidelity Advisor New Insights Fund Class A

Fidelity NASDAQ Composite Index

AMG Frontier Small Cap Growth Fund Class I

AMG Frontier Small Cap Growth Fund Class Z

Vanguard Morningstar Small-Cap ETF

Vanguard Morningstar Growth ETF

American Century Strategic Allocation Conservative Fund R5 Class

American Century Strategic Allocation Conservative Fund C Class

American Century Strategic Allocation Conservative Fund A Class

American Century Strategic Allocation Moderate Fund A Class

American Century Strategic Allocation Moderate Fund R6 Class

American Century Strategic Allocation Moderate Fund R5 Class

Calvert International Responsible Index Fund I

Calvert International Responsible Index Fund Class R6

BNY Mellon International Stock Index Fund Class I

Fidelity SAI International Index Fund

Fidelity Series Opportunistic Insights Fund

Northern Funds International Equity Index Portfolio

Principal International Equity Index Fund Institutional Class

Principal International Equity Index Fund Class R3

PGIM Quant Solutions International Developed Markets Index Fund Class R6

AQR Alternative Risk Premia Fund Class I

Schwab Fundamental International Equity Index Fund

T. Rowe Price International Equity Index Fund Class Z

American Century Strategic Allocation Moderate Fund Investor Class

Vanguard Morningstar Growth Index Fund Admiral Class

Vanguard Morningstar Growth Index Fund Investor Class

Vanguard Morningstar Mid-Cap Index Fund Admiral Class

Vanguard Morningstar Mid-Cap Index Fund Institutional Class

Vanguard Morningstar Small-Cap Index Fund Institutional Class

Vanguard Morningstar Small-Cap Index Fund Admiral Class

World ex US Core Equity Portfolio - Institutional

Fidelity Puritan Fund

Blackstone Alternative Multi-Strategy Fund Class I

DFA US Sustainability Core I Portfolio Institutional Class

Fidelity Nasdaq Composite Index ETF

Vanguard FTSE All World Ex US ETF

Vanguard Total World Stock ETF

Avantis International Equity Fund Class G

E TRADE No Fee Large Cap Index Fund

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

State Street Global All Cap Equity ex-US Index Portfolio

Morgan Stanley Pathway Funds - International Equity Fund

Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class

BlackRock Dynamic High Income Portfolio Institutional Class

BlackRock Dynamic High Income Portfolio Investor A Class

iShares Dow Jones US ETF

DFA US Core Equity 2 Portfolio

Strategic Advisers US Total Stock Fund

Symmetry Panoramic Global Equity Fund Class I

Vanguard Morningstar Total Stock Market Index Fund Institutional Class

Vanguard Morningstar Total Stock Market Index Fund Select Shares

Vanguard Morningstar Total Stock Market Index Fund Investor Class

Wilshire 5000 Index Fund Institutional Class

Goldman Sachs MarketBeta US 1000 Equity ETF

iShares Core S&P Total US Stock Market ETF

Schwab 1000 Index ETF

Vanguard Morningstar Large-Cap ETF

Avantis US Quality ETF

Dimensional US Core Equity 1 ETF