ETFs Holding V

Putnam Sustainable Leaders Fund Class Y

Vanguard Morningstar Mega Cap Growth Index Fund Institutional Class

Nuveen ESG Large-Cap 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

North Square Growth Opportunities ETF

NYLI Candriam US Large Cap Equity ETF

Parnassus Value Equity Fund Institutional Shares

FT Vest Rising Dividend Achievers Target Income ETF

Absolute Capital Asset Allocator Fund Class INV

Virtus Tactical Allocation Fund Class A

Principal Large Cap Growth Fund I Institutional Class

Principal Large Cap Growth Fund I Class R-3

Virtus Tactical Allocation Fund Class I

White Oak Select Growth Fund

Zacks Focus Growth ETF

ClearBridge Sustainability Leaders Fund Class C

ClearBridge Sustainability Leaders Fund Class A

ClearBridge Sustainability Leaders Fund Class IS

ClearBridge Sustainability Leaders Fund Class FI

DWS Core Equity Fund Class A

DWS Core Equity Fund Class Institutional

DoubleLine Shiller CAPE US Equities ETF

Domini Impact Equity Fund Institutional Shares

Domini Impact Equity Fund Class Y Shares

Empower Large Cap Growth Fund Investor Class

Baron Opportunity Fund Inst Shs

The Gabelli Dividend Growth Fund Class AAA

The Gabelli Dividend Growth Fund Class A

Riverbridge Growth Fund Institutional Class

VELA Large Cap Plus Fund Class A

Transamerica Large Core ESG Fund Class A

Transamerica Large Core ESG Fund Class R

Transamerica Large Core ESG Fund Class R6

AB Sustainable Thematic Balanced Portfolio Class A

AB Sustainable Thematic Balanced Portfolio Advisor Class

Aptus Drawdown Managed Equity ETF

Green Century Equity Fund Investor Class

Sanford C Bernstein Fund Class 1

AB Wealth Appreciation Strategy Class C

AB Wealth Appreciation Strategy Advisor Class

Knights of Columbus Large Cap Growth Fund Class I

ClearBridge Appreciation Fund Class R

ClearBridge Variable Dividend Strategy Portfolio Class I

ClearBridge Appreciation Fund Class C

ClearBridge Appreciation Fund Class A

AB Select US Equity Portfolio

AB Select US Equity Portfolio

Fidelity Series Large Cap Growth Index Fund

Steward Large Cap Core Fund Class A

Steward Large Cap Core Fund Class R6

Westwood Quality Value Fund Class Ultra Shares

Columbia Seligman Technology and Information Fund Class S

Columbia Seligman Technology and Information Fund Class I3

Columbia Seligman Technology and Information Fund Class R

Columbia Seligman Technology and Information Fund Class A

WisdomTree US Quality Growth Fund

MFS Blended Research Core Equity Fund Class A

MFS Blended Research Core Equity Fund Class C

MFS Blended Research Core Equity Fund Class R3

MFS Blended Research Core Equity Fund Class R6

MFS Blended Research Core Equity Fund Class I

Principal Large Cap Growth Fund I Class I

Xtrackers MSCI USA Selection Equity ETF

Massachusetts Investors Trust - C

Massachusetts Investors Trust Class R4

Massachusetts Investors Trust Class R3

Massachusetts Investors Trust Class R6

Saturna Core Fund

iShares US Thematic Rotation Active ETF

Columbia Seligman Global Technology Fund Class S

Growth Equity Index Fund Class Institutional

Columbia Seligman Global Technology Fund Class R

Columbia Seligman Global Technology Fund Class A

Calamos Antetokounmpo Sustainable Equities Fund Class A

Hartford Alpha Capture Value ETF

Calamos Antetokounmpo Sustainable Equities Fund Class R6

Schwab US Large-Cap Growth Index Fund

Invesco Dow Jones Industrial Average Dividend ETF

VY Columbia Contrarian Core Portfolio Advisor Class

VY Columbia Contrarian Core Portfolio Initial

Manning & Napier ProBlend Extended Term Series Class S

Manning & Napier ProBlend Extended Term Series Class W

Manning & Napier ProBlend Extended Term Series Class L

PGIM Jennison Growth Fund Class C

PGIM Jennison Growth Fund Class R2

PGIM Jennison Growth Fund Class R6

PGIM Jennison Growth Fund Class R

Allspring Innovation Fund Institutional Class

Rockefeller Global Equity ETF

Carillon ClariVest Capital Appreciation Fund Class I

Carillon ClariVest Capital Appreciation Fund Class R-6

Meridian Hedged Equity Fund Class A Shares

Meridian Hedged Equity Fund Investor Class Shares

Nuveen Life Large Cap Responsible Equity Fund

Fidelity Crypto Industry and Digital Payments ETF

T. Rowe Price Capital Appreciation Equity ETF

Columbia Contrarian Core Fund Class I2

Columbia Contrarian Core Fund class C

Columbia Contrarian Core Fund Class S

Janus Henderson US Equity Enhanced Income ETF

Nuveen Large Cap Responsible Equity Fund Class A

Nuveen Large Cap Responsible Equity Fund Class R6

Nuveen Large Cap Growth Index Fund Retirement Class

Nuveen Large Cap Responsible Equity Fund Retirement Class

Fidelity US Multifactor ETF

BNY Mellon Global Stock Fund Class A

BNY Mellon Global Stock Fund Class I

Russell Sustainable Equity Fund Class A

Russell Sustainable Equity Fund Class S

Thompson LargeCap Fund

Fidelity New Millennium Fund

ClearBridge Dividend Strategy Fund Class IS

ClearBridge Dividend Strategy Fund Class R

Praxis Growth Index Fund Class A

Nicholas Fund Inc

ClearBridge Dividend Strategy Fund Class A

CCT Thematic Equity Fund Institutional Class

Vanguard Morningstar Growth Index Fund Institutional Class

Impact Shares NAACP Minority Empowerment ETF

Calvert Balanced Fund Class R6

Calvert Balanced Fund Class A

AB Tax-Managed Wealth Appreciation Strategy Class A

AB Tax-Managed Wealth Appreciation Strategy Advisor Class

Hartford Quality Value ETF

Touchstone Balanced Fund Class R6

AB Equity Income Fund Class A

AB Equity Income Fund Class I

AB Equity Income Fund Class Z

Touchstone Balanced Fund Class A

iShares Paris-Aligned Climate Optimized MSCI USA ETF

Voya Growth and Income Portfolio Class S2

Voya Growth and Income Portfolio Class S

Copeland Dividend Growth Fund Class A

Columbia Multi-Manager Large Cap Growth Strategies Fund Institutional Class

Franklin Growth Fund Class R

Franklin Growth Fund Class A

Dakota Active Equity ETF

Clearbridge Variable Appreciation Portfolio CL II

ClearBridge Variable Appreciation Portfolio Class I

T. Rowe Price Innovation Leaders ETF

Vanguard Russell 1000 Growth ETF

Harding Loevner Global Equity Portfolio Advisor Cl

Buffalo Large Cap Fund Investor Class

Capital Advisors Growth Fund Investor Class

Vanguard Russell 1000 Growth Index Fund Insti Cl

Putnam Focused Equity Fund Class C

Putnam Focused Equity Fund Class Y

State Street US Equity V.I.S. Fund Class 1

Commerce Funds The Growth Fund

Natixis US Equity Opportunities Fund Class A

Natixis US Equity Opportunities Fund Class Y

Neuberger Berman Long Short Fund Class A

Gateway Fund

Gateway Fund

Horizon Expedition Plus ETF

Vanguard Morningstar Growth ETF

Diamond Hill Large Cap Fund I Shares

AMG Renaissance Large Cap Growth Fund Class Z

AMG Renaissance Large Cap Growth Fund Class I

State Street Institutional US Equity Fund Service Class

Destinations Shelter Fund Class I

Fidelity Advisor Large Cap Fund Class A

Fidelity Advisor Large Cap Fund Class I

Fidelity Advisor Large Cap Fund Class C

Artisan Value Income Fund Class Investor

Victory RS Science and Technology Fund Class Y

Victory RS Science and Technology Fund Class A

VictoryShares WestEnd US Sector ETF

Lazard Equity Megatrends ETF

State Street SPDR S&P 500 ESG ETF

Avantis US Large Cap Value Fund Class Institutional

The Hartford Dividend and Growth Fund Class F

The Hartford Dividend and Growth Fund Class R3

The Hartford Dividend and Growth Fund Class R6

The Hartford Dividend and Growth Fund Class R4

North Country Large Cap Equity Fund

Fidelity Growth & Income Portfolio Class M

Fidelity Growth & Income Portfolio Class K

Fidelity Growth & Income Portfolio Class Z

Hartford Dividend and Growth HLS Fund Class IB

Pacer MSCI World Industry Advantage ETF

PEO AlphaQuest Thematic PE ETF

Templeton World Fund Class A