Mutual Funds Holding CSWI

Calvert Small/Mid-Cap Fund Class I

Calvert Small/Mid-Cap Fund Class C

Conestoga SMid Cap Fund Institutional Class

Virtus KAR Small-Cap Value Fund A

Virtus KAR Small-Cap Value Fund R6

Conestoga Small Cap Fund

DF Dent Small Cap Growth Fund Institutional Shares

Wasatch Core Growth Fund Investor Class

Alger Small Cap Growth Fund Class C

Alger Small Cap Growth Fund Class B

Alger Small Cap Growth Fund Class Z

Wasatch Small Cap Value Fund Investor Class

Champlain Small Company Fund

LKCM Small-Mid Cap Equity Fund

Tributary Small Company Fund Institutional Plus Class

Alger Small Cap Growth Portfolio Class I2

Wasatch Global Opportunities Fund Instl Cl

Goldman Sachs Small Cap Growth Fund Institutional Shares

Goldman Sachs Small Cap Growth Fund Class R6

Goldman Sachs Small Cap Growth Fund Investor Shares

Ave Maria Value Fund

Goldman Sachs Small/Mid-Cap Growth Fund Service Class

Goldman Sachs Small/Mid-Cap Growth Fund Inst Cl

Goldman Sachs Small/Mid-Cap Growth Fund Class R

Goldman Sachs Small/Mid-Cap Growth Fund Investor Class

AMG GW&K Small Cap Core Fund Class I

State Street Institutional Small-Cap Equity Fund Investment Class

LKCM Small Cap Equity Fund Institutional Class

Segall Bryant & Hamill Small Cap Growth Fund Retail Class

AMG GW&K Small Cap Growth Fund Class N

Yorktown Small Cap Fund Class A

Yorktown Small Cap Fund Institutional Share Class

Nicholas Limited Edition Class N

Vaughan Nelson Small Cap Fund Class A

Vaughan Nelson Small Cap Fund Class Y

Neuberger Genesis Fund Advisor Class

Neuberger Genesis Fund Institutional Class

Neuberger Genesis Fund Class E

ALPS Global Opportunity Portfolio Class III

Loomis Sayles Small Cap Growth Fund Institutional Class

Sit Small Cap Growth Fund

ALPS Global Opportunity Fund Class I

ALPS Global Opportunity Fund Class C

Pace Small/Med Company Growth Equity Investments Fund

Janus Henderson Venture Fund Class D

Janus Henderson Venture Fund Class C

Janus Henderson Venture Fund Class S

Janus Henderson Venture Fund Class I

RBC SMID Cap Growth Fund Class A

Empower Small Cap Growth Fund Institutional Class

Sit Small Cap Dividend Growth Fund Class S

Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class

Voya Index Plus SmallCap Portfolio Class S

Allspring Special Small Cap Value Fund Class A

Allspring Special Small Cap Value Fund Admin Class

AQR Small Cap Momentum Style Fund Class N

Principal SmallCap Value Fund II Class R-3

Principal SmallCap Value Fund Institutional Class

Principal SmallCap Value Fund II Class R6

T. Rowe Price Small Cap Stock Fund, Inc Investor Class

T. Rowe Price Small Cap Stock Fund, Inc Advisor Class

T. Rowe Price Small Cap Stock Fund, Inc Class Z

SMALLCAP World Fund Class 529-E

SMALLCAP World Fund Class 529-F1

SMALLCAP World Fund Class 529-F-2

SMALLCAP World Fund Class R-2E

SMALLCAP World Fund Inc Class R-3 Shares

SMALLCAP World Fund Inc Class R-5 Shares

SMALLCAP World Fund Class R5E

SMALLCAP World Fund Class C

SMALLCAP World Fund Class F2

Fidelity Series Small Cap Core Fund

Fidelity Small Cap Stock Fund

Embark Small Cap Equity Fund Institutional Class

Optimum Small-Mid Cap Growth Fund Class C

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

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

American Funds US Small & Mid Cap Equity Fund Class 529-F-2

American Funds US Small & Mid Cap Equity Fund Class R1

American Funds US Small & Mid Cap Equity Fund Class R2

American Funds US Small & Mid Cap Equity Fund Class R4

American Funds US Small & Mid Cap Equity Fund Class R5E

American Funds US Small & Mid Cap Equity Fund Class A

American Funds US Small & Mid Cap Equity Fund Class F1

American Funds US Small & Mid Cap Equity Fund Class F3

FPA Queens Road Small Cap Value Fund Class Institutional

Small-Cap Growth ProFund

Columbia Small Cap Index Fund Institutional Class III

Columbia Small Cap Index Fund class A

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

S&P SmallCap Index Fund Class K

Vanguard Tax Managed Small Cap Fund Institutional Plus

BNY Mellon Smallcap Stock Index Fund Investor Class

Empower S&P Small Cap 600 Index Fund Institutional Class

Empower S&P Small Cap 600 Index Fund Class L

MoA Small Cap Equity Index Fund

Principal SmallCap S&P 600 Index Fund Institutional Class

Principal SmallCap S&P 600 Index Fund Class R-3

Grandeur Peak Global Reach Fund

Column Small Cap Select Fund

John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav

John Hancock Variable Insurance Trust Small Cap Index Trust Series I

Small-Cap Value ProFund

DFA - US Small Cap Growth Portfolio

Column Small Cap Fund

Voya Russell Small Cap Index Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

VALIC Company I Small Cap Index Fund

Northern Small Cap Index Fund

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

Nationwide Small Cap Index Fund Institutional Service Class

T Rowe Price Small-Cap Index Fund Institutional Class

T Rowe Price Small-Cap Index Fund Class Z

Vanguard Small Cap Growth Index Fund admiral Class

Voya VACS Index Series SC Portfolio

BlackRock Small Cap Index V.I. Fund Class III

Old Westbury Small & Mid Cap Strategies Fund

ProFunds Ultra Small-Cap ProFund Investor Class

Royce Small Cap Fund Investment Class

Russell 2000 1.5x Strategy Fund Class A

Royce Small Cap Fund Consultant Class

Russell 2000 1.5x Strategy Fund Class H

Nuveen Small Cap Blend Index Fund Retirement Class

SA US Small Company Fund

Bridge Builder Small/Mid Cap Growth Fund

Longboard Alternative Growth Fund Class A

Praxis Small Cap Index Fund Class A

Clearwater Select Equity Fund

Russell 2000 Fund Class A

SIMT Tax-Managed Small/Mid Cap Fund Class F

Victory Extended Market Index Fund Class Fund shares

Fidelity Extended Market Index Fund

Vanguard Small Cap Index Fund Investor Class

Small-Cap ProFund

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

iShares Russell Small/Mid-Cap Index Fund Class K

Schwab Fundamental US Small Company Index Fund

Thrivent Aggressive Allocation Fund Class S

Calvert US Mid Cap Core Responsible Index Class A

Goldman Sachs Multi-Manager Global Equity Fund Class R6

Russell 2000 2x Strategy Fund Class C

T. Rowe Price Spectrum Moderate Growth Allocation Fund Class I

Bridge Builder Tax Managed Small/Mid Cap Fund

Calvert US Large Cap Growth Responsible Index Fund Class A

DFA US Core Equity 2 Portfolio

Destinations Small-Mid Cap Equity Fund Class Z

Fidelity Series Sustainable US Market Fund

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Growth Fund I Class R-5

T. Rowe Price Moderate Allocation Portfolio

Thrivent Moderately Aggressive Allocation Fund Class A

T. Rowe Price Spectrum Moderate Allocation Fund Investor Class

DFA US Social Core Equity 2 Portfolio

Thrivent Global Stock Fund Class A

Calvert US Large Cap Core Responsible Index Fund Class I

Calvert US Large Cap Core Responsible Index Fund Class R6

DFA US Core Equity 1 Portfolio

Fidelity Series Total Market Index Fund

Fidelity Total Market Index Fund

Thrivent Dynamic Allocation Fund Class S

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

T. Rowe Price Spectrum Conservative Allocation Fund Class I

State Street Total Return V.I.S. Fund CL 3

Schwab Total Stock Market Index Fund

Thrivent Moderately Conservative Allocation Fund Class A

Thrivent Conservative Allocation Fund Class S

Nuveen Life Stock Index Fund

Vanguard Institutional Total Stock Market Index Fund Inst. Plus Shares

Wilshire 5000 Index Fund Investment Class

iShares Total US Stock Market Index Fund Class Investor A

iShares Total US Stock Market Index Fund Class K

Goldman Sachs Absolute Return Tracker Fund Class R6