CLARKSTON FUND

1919 Financial Services Fund Cl A

Principal MidCap Fund Institutional Class

Principal MidCap Fund Class R6

Principal MidCap Fund Class J

Principal MidCap Fund Class R-5

CLARKSTON PARTNERS FUND. FOUNDERS CLASS

Ave Maria Value Fund

Value Line Mid Cap Focused Fund Institutional Class

Fuller & Thaler Behavioral Mid-Cap Value Fund Class C

Fuller & Thaler Behavioral Mid-Cap Value Fund Institutional Class

Clarkston Founders Fund Founders Class

Federated Hermes US SMID Fund Class IS

DF Dent MidCap Growth Fund

DF Dent MidCap Growth Fund Institutional Plus Class

American Funds US Small & Mid Cap Equity Fund Class 529-C

American Funds US Small & Mid Cap Equity Fund Class 529-F-1

American Funds US Small & Mid Cap Equity Fund Class 529-F-3

American Funds US Small & Mid Cap Equity Fund Class R2E

American Funds US Small & Mid Cap Equity Fund Class R3

American Funds US Small & Mid Cap Equity Fund Class R5

American Funds US Small & Mid Cap Equity Fund Class R6

American Funds US Small & Mid Cap Equity Fund Class C

American Funds US Small & Mid Cap Equity Fund Class F2

Artisan Mid Cap Value Fund Advisor Shares

Artisan Mid Cap Value Fund Investor Class

Virtus KAR Mid-Cap Core Fund I

Virtus KAR Mid-Cap Core Fund C

Artisan Value Income Fund Class Advisor

Artisan Value Income Fund Class Institutional

Diamond Hill Small-Mid Cap Fund Class I

VEST S&P 500 Dividend Aristocrats Target Income Fund Class A

VEST S&P 500 Dividend Aristocrats Target Income Fund Institutional Class

VEST S&P 500 Dividend Aristocrats Target Income Fund Class Y

Nomura Mid Cap Growth Fund Class R6

Nomura Mid Cap Growth Fund Class A

Nomura Mid Cap Growth Fund Class Y

Boston Trust Walden Midcap Fund

Champlain Mid Cap Fund

Morgan Stanley Global Permanence Portfolio Class C

Morgan Stanley Global Permanence Portfolio Class R6

MSIF Permanence Portfolio Class C

MSIF Permanence Portfolio Class A

Allspring Special Mid Cap Value Fund Institutional Class

Allspring Special Mid Cap Value Fund Class C

JPMorgan SMID Cap Equity Fund Class C

JPMorgan SMID Cap Equity Fund Class I

JPMorgan SMID Cap Equity Fund Class R6

Kennedy Capital ESG SMID Cap Fund

FullerThaler Behavioral Small-Mid Core Equity Fund Class R6

FullerThaler Behavioral Small-Mid Core Equity Fund Class C

Federated Hermes MDT Market Neutral Fund Class A

Victory Integrity Mid-Cap Value Fund Class A

Victory Integrity Mid-Cap Value Fund Member Class

Victory Integrity Mid-Cap Value Fund Class Y

VY JPMorgan Mid Cap Value Portfolio Initial

VY JPMorgan Mid Cap Value Portfolio Advisor Class

JPMorgan Mid Cap Value Fund Class A

JPMorgan Mid Cap Value Fund Class R3

JPMorgan Mid Cap Value Fund Class R5

JPMorgan Mid Cap Value Fund Class I

The Government Street Opportunities Fund

AMG TimesSquare Mid Cap Growth Fund- Class Z

AMG TimesSquare Mid Cap Growth Fund Class I

JPMorgan Mid Cap Equity Fund Class C

JPMorgan Mid Cap Equity Fund Class R5

JPMorgan Mid Cap Equity Fund Class I

Column Mid Cap Select Fund

Vanguard Mid-Cap Growth Index Fund Admiral

MFS Mid Cap Value Fund Class R2

MFS Mid Cap Value Fund Class C

MFS Mid Cap Value Fund Class R3

MFS Mid Cap Value Fund Class R6

Fidelity Growth & Income Portfolio Class A

Fidelity Growth & Income Portfolio Class C

Fidelity Growth & Income Portfolio Class I

Fidelity Growth & Income Portfolio

Rydex Financial Services Fund Investor Class

Rydex Financial Services Fund Class A

Fidelity Large Cap Stock Fund Class I

Fidelity Large Cap Stock Fund Class M

Fidelity Large Cap Stock Fund Class Z

Fidelity Series Large Cap Stock Fund

Fidelity Advisor Capital Development Fund Class I

Fidelity Advisor Capital Development Fund Class M

Fidelity Advisor Large Cap Fund Class A

Fidelity Advisor Large Cap Fund Class I

Fidelity Advisor Large Cap Fund Class C

American Funds The New Economy Fund Class C

American Funds The New Economy Fund Class F1

American Funds The New Economy Fund Class A

American Funds The New Economy Fund other Class

American Funds The New Economy Fund Class F3

American Funds The New Economy Fund Other Class

American Funds The New Economy Fund Class R1 Shares

American Funds The New Economy Fund Class R2 Shares

American Funds The New Economy Fund Class R5 Shares

American Funds The New Economy Fund Class R6

T. Rowe Price Financial Services Fund Class I

Bridge Builder Small/Mid Cap Growth Fund

Calvert US Mid Cap Core Responsible Index Class A

Financials UltraSector ProFund Service Class

Vanguard Financial Index Fund Admiral Shs

Destinations Shelter Fund Class Z

Vanguard Mid-Cap Index Fund Investor Class

Vanguard Mid-Cap Index Fund Institutional Plus Class

Victory Target Managed Allocation Fund Class Fund shares

American Balanced Fund Class F3

American Balanced Fund Class F1

American Balanced Fund Class 529-E

American Balanced Fund Class 529-C

American Balanced Fund Class 529-F2

American Balanced Fund Class R2E

American Balanced Fund Class R6

American Balanced Fund Class R1

American Balanced Fund Class R4

Invesco Equally-Weighted S&P 500 Fund Cl R6

Invesco Equally-Weighted S&P 500 Fund Class A

Invesco Equally-Weighted S&P 500 Fund Class R

Catalyst Insider Buying Fund Class A

Catalyst Insider Buying Fund Class I

Fidelity Advisor Hedged Equity Fund Class A

Fidelity Advisor Hedged Equity Fund Class C

Fidelity Advisor Hedged Equity Fund Class M

Fidelity Mid Cap Index Fund

Schwab US Mid-Cap Index Fund

iShares Russell Mid-Cap Index Fund Investor A Class

The Investment Company of America Class C

The Investment Company of America Class A

The Investment Company of America Class 529-C

The Investment Company of America Class 529-F1

Fidelity Balanced Fund

Fidelity Balanced Fund Class A

Fidelity Balanced Fund Class C

Fidelity Balanced Fund Class Z

The Investment Company of America Class 529-F-2

Gotham Enhanced S&P 500 Index Fund Institutional Class

Voya Russell Mid Cap Index Portfolio Initial

Voya Russell Mid Cap Index Portfolio S2

The Investment Company of America - Class R2E

The Investment Company of America Class R-2 Shares

The Investment Company of America Class R-5 Shares

The Investment Company of America Cl R-6

Voya VACS Index Series MC Portfolio

Venerable Mid Cap Index Fund Class V

The Growth Fund of America Class 529-C

The Growth Fund of America Class 529-E

The Growth Fund of America Class 529-F-2

The Growth Fund of America Class F-3

The Growth Fund of America Class F-1

The Growth Fund of America Class R-2

The Growth Fund of America Class R-3

The Growth Fund of America Class R-5

The Growth Fund of America Class R-6

Domini Impact Equity Fund Institutional Shares

Domini Impact Equity Fund Class Y Shares

Praxis Value Index Fund Class I

Praxis Growth Index Fund Class I

American Funds Fundamental Investors Class C

American Funds Fundamental Investors Class 529-A

American Funds Fundamental Investors Class 529-E

American Funds Fundamental Investors Class 529-F3

American Funds Fundamental Investors Class F-2

American Funds Fundamental Investors Class R-2E

American Funds Fundamental Investors Class R-2

American Funds Fundamental Investors Class R-4

American Funds Fundamental Investors Class R-6

Russell Multifactor US Equity Fund Class A

Russell Multifactor US Equity Fund Class R6

Russell Multifactor US Equity Fund Class S

Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares

BlackRock Systematic Multi-Strategy Fund Class A

BlackRock Systematic Multi-Strategy Fund Class K

Voya Russell Mid Cap Growth Index Portfolio Initial

Voya Russell Mid Cap Growth Index Portfolio Class S

Vanguard Value Index Fund Investor Class

Vanguard Value Index Fund admiral Class

Calvert US Large Cap Growth Responsible Index Fund Class A

Capital World Growth and Income Fund Class C

Capital World Growth and Income Fund Class F-1