Mutual Funds Holding BSY

Impax Global Social Leaders Fund Investor Class

Johnson Opportunity Fund

William Blair Small-Mid Cap Growth Fund Class I

William Blair Small-Mid Cap Growth Fund Class N

Copeland Smid Cap Dividend Growth Fund Class A

Calvert Small-Cap Fund Class R6

Calvert Small-Cap Fund Class C

Eaton Vance Small-Cap Fund Class C

Eaton Vance Small-Cap Class R

Nomura Mid Cap Growth Fund Class R6

Nomura Mid Cap Growth Fund Class A

Nomura Mid Cap Growth Fund Class Y

Manning & Napier ProBlend Maximum Term Series Class S

Manning & Napier ProBlend Maximum Term Series Class W

Manning & Napier ProBlend Maximum Term Series Class L

Eaton Vance Atlanta Capital SMID-Cap Fund Class C

Eaton Vance Atlanta Capital SMID-Cap Fund Class R6

Calvert Small/Mid-Cap Fund Class I

Calvert Small/Mid-Cap Fund Class C

John Hancock Global Environmental Opportunities Fund-Class I

John Hancock Global Environmental Opportunities Fund-Class R6

Madison Mid Cap Fund Class I

Madison Mid Cap Fund Class A

Needham Small Cap Growth Fund Institutional Class

Manning & Napier Equity Series Class W

Calamos Antetokounmpo Sustainable Equities Fund Class C

Calamos Antetokounmpo Sustainable Equities Fund Class I

Goldman Sachs Large Cap Growth Insights Fund Class C Shares

Goldman Sachs Large Cap Growth Insights Fund Investor Class

Goldman Sachs Large Cap Growth Insights Fund Class R

Goldman Sachs Large Cap Growth Insights Fund Service Shares

AMG TimesSquare Mid Cap Growth Fund- Class N

ClearBridge Variable Mid Cap Portfolio Class I

Manning & Napier ProBlend Extended Term Series Class S

Manning & Napier ProBlend Extended Term Series Class W

Manning & Napier ProBlend Extended Term Series Class L

Nationwide Geneva Mid Cap Growth Fund Institutional Service Class

ClearBridge Mid Cap Fund Class R

ClearBridge Mid Cap Fund Class A

ClearBridge Mid Cap Fund Class I

William Blair Small-Mid Cap Core Fund Class I

Buffalo Mid Cap Discovery Fund Investor Class

BNY Mellon Research Growth Fund Inc Class Z

BNY Mellon Research Growth Fund Inc Class A

BNY Mellon Research Growth Fund Inc Class I

Goldman Sachs US Tax-Managed Equity Fund Class C

Goldman Sachs US Tax-Managed Equity Fund Service Class

Goldman Sachs US Tax-Managed Equity Fund Investor Class

Manning & Napier ProBlend Moderate Term Series Class S

Manning & Napier ProBlend Moderate Term Series Class L

Manning & Napier ProBlend Moderate Term Series Class W

BNY Mellon Large Cap Equity Fund Class Y

BNY Mellon Large Cap Equity Fund Class I

Voya MI Dynamic SMID Cap Fund Class A

Voya MI Dynamic SMID Cap Fund Class I

Voya MI Dynamic SMID Cap Fund Class W

Needham Aggressive Growth Fund Institutional Class

BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares

Manning & Napier Pro Blend Conservative Term Series Class S

Manning & Napier Pro Blend Conservative Term Series Class L

Manning & Napier Pro Blend Conservative Term Series Class R

John Hancock Funds II Capital Appreciation Value Fund Class NAV

Virtus Tactical Allocation Fund Class C

SIMT Small Cap Growth Fund Institutional Class

Virtus Tactical Allocation Fund Class I

John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series I

John Hancock Variable Insurance Trust Capital Appreciation Value Trust Series II

T. Rowe Price Capital Appreciation Fund Investor Class

SEI Institutional Investments Trust - Small Cap II Fund Class A

Voya Russell Mid Cap Growth Index Portfolio Initial

Voya Russell Mid Cap Growth Index Portfolio Class S

Rydex Technology Fund Class H

Rydex Technology Fund Investor Class

SIMT Small Cap Fund Class Y

Northern Funds Income Equity Fund

BNY Mellon Balanced Opportunity Fund Class A

BNY Mellon Balanced Opportunity Fund Class I

BNY Mellon Balanced Opportunity Fund Class Y

Vanguard Small Cap Growth Index Fund Investor Class

Vanguard Small Cap Growth Index Fund Institutional

Columbia Mid Cap Index Fund Institutional II Class

John Hancock Variable Insurance Trust Mid Index Trust Series II

John Hancock Variable Insurance Trust Mid Cap Index Trust Series I

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

Northern Funds Mid Cap Index Portfolio

BNY Mellon Midcap Index Fund, Inc Investor Class

S&P MidCap Index Fund Investor Class

Vanguard S&P Mid-Cap 400 Index Fund Institutional Class

Federated Hermes Mid-Cap Index Fund Class R6

Federated Hermes Mid-Cap Index Fund Service Class

Old Westbury Small & Mid Cap Strategies Fund

Principal MidCap S&P 400 Index Fund Class J

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

Mid-Cap ProFund

T. Rowe Price Capital Appreciation and Income Fund Investor Class

Mid-Cap 1.5x Strategy Fund Class A

Mid-Cap 1.5x Strategy Fund Class H

SIMT Tax-Managed Small/Mid Cap Fund Class Y

T Rowe Price Mid-Cap Index Fund Institutional Class

Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Class

Goldman Sachs US Equity Insights Fund Class P Shares

Goldman Sachs US Equity Insights Fund Class R6

Goldman Sachs US Equity Insights Fund Cl R

Goldman Sachs US Equity Insights Fund Class C Shares

ProFunds UltraMid-Cap ProFund Investor Class

Mid-Cap Value ProFund

Embark Small Cap Equity Fund Retirement Class

Mid-Cap Growth ProFund

Vanguard Information Technology Index Fund Admiral Shs

Old Westbury Total Equity Fund

Fidelity ZERO Extended Market Index Fund

SEI Institutional Investments Trust - Extended Market Index Fund Class A

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

Calvert US Mid Cap Core Responsible Index Class A

T. Rowe Price Extended Equity Market Index Fund

iShares Russell Small/Mid-Cap Index Fund Class Investor A

iShares Russell Small/Mid-Cap Index Fund Institutional Class

Northern US Quality ESG Fund

Fidelity Mid Cap Index Fund

Voya Russell Mid Cap Index Portfolio Advisor Class

Voya Russell Mid Cap Index Portfolio Class S

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

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

Voya VACS Index Series MC Portfolio

iShares Russell Mid-Cap Index Fund Investor A Class

Venerable Mid Cap Index Fund Class V

Gotham Neutral Fund- Institutional Class

Catholic Values Equity Fund Class F

Column Mid Cap Fund

Calvert US Large Cap Growth Responsible Index Fund Class A

E TRADE No Fee Large Cap Index Fund

Fidelity Large Cap Growth Index Fund

Growth Equity Index Fund Class Investor

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

Russell Multifactor US Equity Fund Class A

Russell Multifactor US Equity Fund Class R6

Russell Multifactor US Equity Fund Class S

Schwab US Large-Cap Growth Index Fund

DFA US Social Core Equity 2 Portfolio

Calvert US Large Cap Core Responsible Index Fund Class I

Calvert US Large Cap Core Responsible Index Fund Class R6

Diversified Equity Fund

DFA US Core Equity 2 Portfolio

Fidelity Series Total Market Index Fund

Fidelity Advisor Hedged Equity Fund

Fidelity Advisor Hedged Equity Fund Class I

Fidelity Advisor Hedged Equity Fund Class Z

Fidelity ZERO Total Market Index Fund

John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav

SEI Institutional Investments Trust - Large Cap Index Fund Class A

PineBridge Dynamic Asset Allocation Fund Institutional Shares

Sanford C Bernstein Fund Class 1

Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 1

SIMT Large Cap Index Fund Class F

State Farm Growth Fund

Nuveen Life Stock Index Fund

Vanguard Institutional Total Stock Market Index Fund Inst. Plus Shares

Vanguard Russell 3000 Index Fund Institutional

Wilshire 5000 Index Fund Institutional Class

GuideMark Small/Mid Cap Core Fund Class RS

iShares Total US Stock Market Index Fund Class Investor A

iShares Total US Stock Market Index Fund Class K

Six Circles Managed Equity Portfolio International Unconstrained Fund

Destinations Small-Mid Cap Equity Fund Class Z

Strategic Advisers US Total Stock Fund

GMO Alternative Allocation Fund Class I

Goldman Sachs Absolute Return Tracker Fund Class R6

Goldman Sachs Absolute Return Tracker Fund Class C

Goldman Sachs Absolute Return Tracker Fund Class R

Goldman Sachs Absolute Return Tracker Fund Investor Class

Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class A

MSVIF Global Strategist Portfolio Class II

Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Institutional Class

Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class C

Principal Large Cap Growth Fund I Class I

Principal Large Cap Growth Fund I Institutional Class

Principal Large Cap Growth Fund I Class R-5