Mutual Funds Holding AFG

Reinhart Mid Cap PMV Fund Institutional Class

Reinhart Mid Cap PMV Fund Advisor Class

Eaton Vance Dividend Builder Fund Class I

Integrity Dividend Harvest Fund Class C

Integrity Dividend Harvest Fund Class A

Boston Trust Walden Midcap Fund

Saratoga Financial Services Portfolio Class A

Saratoga Financial Services Portfolio Class I

Columbia Dividend Opportunity Fund Class S

Columbia Dividend Opportunity Fund Class I3

Columbia Dividend Opportunity Fund Class I2

Boston Trust SMID Cap Fund

Johnson Opportunity Fund Class S

Victory Sycamore Established Value Fund Class A

Victory Sycamore Established Value Fund Class I

Victory Sycamore Established Value Fund Class R6

Fidelity Advisor Financials Fund Class A

Fidelity Advisor Financials Fund Class I

Fidelity Select Financial Services Portfolio

Goldman Sachs Small/Mid Cap Value Fund Class A

Goldman Sachs Small/Mid Cap Value Fund Class C

Goldman Sachs Small/Mid Cap Value Fund Institutional Class

Principal MidCap Value Fund Class R5

Principal MidCap Value Fund I

Principal MidCap Value Fund Class J

NAA SMid Cap Value Fund Class A

NAA SMid Cap Value Fund Institutional Class

William Blair Small Mid Cap Value Fund Class R6

Goldman Sachs Mid Cap Value Fund Class C

Goldman Sachs Mid Cap Value Fund Class R6

Goldman Sachs Mid Cap Value Fund Class P Shares

Goldman Sachs Mid Cap Value Fund Service Class

Lord Abbett Value Opportunities Fund Class A

Lord Abbett Value Opportunities Fund Class C

Lord Abbett Value Opportunities Fund Class P

Lord Abbett Value Opportunities Fund Class R5

Lord Abbett Value Opportunities Fund Class I

Lord Abbett Value Opportunities Fund Class R4

Voya Multi-Manager Mid Cap Value Fund Class I

MoA Mid Cap Value Fund

Fidelity Advisor Stock Selector Mid Cap Fund Class M

Fidelity Advisor Stock Selector Mid Cap Fund Class A

Fidelity Advisor Stock Selector Mid Cap Fund Class Z

Fidelity Equity Income Fund Class K

Fidelity Equity Income Fund

Goldman Sachs Rising Dividend Growth Fund Class A

Goldman Sachs Rising Dividend Growth Fund Class R6

Goldman Sachs Rising Dividend Growth Fund Class R

Paradigm Select Fund

Fidelity Advisor Equity-Income Fund Class M

Fidelity Advisor Equity-Income Fund Class C

Fidelity Mid-Cap Stock K6 Fund Class K6

Fidelity Mid-Cap Stock Fund Class M

Fidelity Mid-Cap Stock Fund Class C

Fidelity Mid-Cap Stock Fund

American Beacon Man Large Cap Value Fund Institutional Class

American Beacon Man Large Cap Value Fund Class C

American Beacon Man Large Cap Value Fund Y Class

Fidelity Series Intrinsic Opportunities Fund

Nomura Wealth Builder Fund Class R

Nomura Wealth Builder Fund Institutional Class

James Small Cap Fund

SIMT Tax-Managed Managed Volatility Fund Class Y

John Hancock Multi-Asset High Income Fund Class I

John Hancock Multi-Asset High Income Fund Class C

Fidelity Low-Priced Stock K6 Fund Class K6

PIMCO RAE US Fund Class INSTL

Fidelity Low-Priced Stock Fund Class A

Fidelity Low-Priced Stock Fund Class I

Fidelity Low-Priced Stock Fund Class Z

Fidelity Low-Priced Stock Fund Class K

Quantified Managed Income Fund Advisor Class

DFA US Sustainability Targeted Value Portfolio

Fidelity Advisor Strategic Dividend & Income Fund Class C

Federated Hermes Mid-Cap Index Fund Class R6

Federated Hermes Mid-Cap Index Fund Service Class

Fidelity Advisor Strategic Dividend & Income Fund Class I

Mid-Cap Value ProFund

Nuveen Quant Small/Mid Cap Equity Fund Class A

Nuveen Quant Small/Mid Cap Equity Fund Retirement Class

Nuveen Quant Small/Mid Cap Equity Fund Class W

MoA Mid Cap Equity Index Fund

BNY Mellon Midcap Index Fund, Inc Class I

Nationwide Mid Cap Market Index Fund Class R

John Hancock Variable Insurance Trust Mid Index Trust Series II

John Hancock Variable Insurance Trust Mid Cap Index Trust Series I

Principal MidCap S&P 400 Index Fund Institutional Class

Empower S&P Mid Cap 400 Index Fund Investor Class

Northern Funds Mid Cap Index Portfolio

BNY Mellon Midcap Index Fund, Inc Investor Class

Principal MidCap S&P 400 Index Fund Class J

Principal MidCap S&P 400 Index Fund R-3 Class

VALIC Company I Mid Cap Index Fund

Columbia Mid Cap Index Fund Institutional Class III

John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav

John Hancock Variable Insurance Trust Small Opportunities Trust Series I

Columbia Mid Cap Index Fund Class A

Mid-Cap ProFund

Fidelity Series Stock Selector Large Cap Value Fund

Fidelity Stock Selector Large Cap Value Fund Class C

Fidelity Stock Selector Large Cap Value Fund Class M

Fidelity Stock Selector Large Cap Value Fund

Vanguard Small Cap Value Index Fund admiral Class

Fidelity Flex Mid Cap Index Fund

Mid-Cap 1.5x Strategy Fund Class A

Mid-Cap 1.5x Strategy Fund Class H

Steward Values Enhanced Small-Mid Cap Fund Class R6

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

GuideMark Small/Mid Cap Core Fund Service Class

ProFunds UltraMid-Cap ProFund Service Class

Longboard Alternative Growth Fund Class A

AQR Equity Market Neutral Fund Class N

AQR Equity Market Neutral Fund Class R6

Praxis Small Cap Index Fund Class I

AQR LSE Fusion Fund Class N

AQR Managed Futures Strategy HV Fund Class I

AQR Managed Futures Strategy HV Fund Class R6

BlackRock Advantage Large Cap Value Fund Institutional Class

BlackRock Advantage Large Cap Value Fund Class A

BlackRock Advantage Large Cap Value Fund Class R

Fidelity Equity Dividend Income Fund Class K

Fidelity Equity Dividend Income Fund Class M

Fidelity Equity Dividend Income Fund Class I

Guidemark Large Cap Core Fund Service Shares

VALIC Company I Systematic Core Fund

Fidelity ZERO Extended Market Index Fund

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

Principal Global Multi-Strategy Fund Class R6

Principal Global Multi-Strategy Fund Institutional Class

Victory Growth & Income Fund Class Fund shares

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Extended Market Index Fund Institutional

iShares Russell Small/Mid-Cap Index Fund Class K

Fidelity Flex Mid Cap Focused Index Fund

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

Gateway Fund

T. Rowe Price Extended Equity Market Index Fund

SIMT Multi-Asset Income Fund Class Y

State Street Small/Mid Cap Equity Index Portfolio

SIMT Tax-Managed Small/Mid Cap Fund Class Y

AQR Trend Total Return Fund Class R6

BlackRock Advantage Large Cap Value V.I. Fund Class I

Avantis US Large Cap Value Fund Class G

Fidelity Balanced Fund

Fidelity Balanced Fund Class A

Fidelity Balanced Fund Class C

Fidelity Balanced Fund Class Z

Mid-Cap Growth ProFund

Russell Equity Income Fund Class Y

Russell Equity Income Fund Class S

Vanguard Financial Index Fund Admiral Shs

BlackRock Advantage Large Cap Core V.I. Fund Class II

Fidelity Mid Cap Value Index Fund

Calvert US Large Cap Value Responsible Index Fund Class A

Calvert US Mid Cap Core Responsible Index Class R6

Calvert US Mid Cap Core Responsible Index Class I

MassMutual Diversified Value Fund Class A

MassMutual Diversified Value Fund Class I

MassMutual Diversified Value Fund Class R3

MassMutual Diversified Value Fund Service Class

Strategic Alternatives Fund Institutional Class

Voya Russell Mid Cap Index Portfolio Initial

Voya Russell Mid Cap Index Portfolio S2

Voya VACS Index Series MC Portfolio

iShares Russell Mid-Cap Index Fund Investor A Class

MoA All America Fund

Fidelity Mid Cap Index Fund

M Large Cap Value Fund

Schwab US Mid-Cap Index Fund

AQR Long-Short Equity Fund Class N

AQR Long-Short Equity Fund Class R6

US Vector Equity Portfolio

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class IS

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A

Russell Multifactor US Equity Fund Class A

Russell Multifactor US Equity Fund Class R6