Mutual Funds Holding HRI

The Gabelli Focused Growth and Income Fund Class A

The Gabelli Focused Growth and Income Fund Class I

Voya SmallCap Opportunities Portfolio S2

Voya SmallCap Opportunities Portfolio Service

Voya SmallCap Opportunities Portfolio Class R6

Voya Small Cap Growth Fund Class R6

Voya Small Cap Growth Fund Class C

Voya Small Cap Growth Fund Class W

Virtus Ceredex Small-Cap Value Equity Fund I

Virtus Ceredex Small-Cap Value Equity Fund Class R6

Columbia Small Cap Growth Fund Class A

Columbia Small Cap Growth Fund Class I

Columbia Small Cap Growth Fund Class I2

Allspring Common Stock Fund Institutional

Allspring Common Stock Fund Class R6

Nomura Small Cap Value Fund Institutional Class

Nomura Small Cap Value Fund Class R

VALIC Company I Small Cap Growth Fund

1290 GAMCO Small/Mid Cap Value Fund Class A

American Century Small Cap Growth Fund Class A

American Century Small Cap Growth Fund R6 Cl

American Century Small Cap Growth Fund R5 Class

American Century Small Cap Growth Fund I Class

American Century Small Cap Growth Fund Y Class

Global Small Cap Fund Class A

Global Small Cap Fund Class R6

Global Small Cap Fund Class R

Franklin Small Cap Growth Fund Class A

Franklin Small Cap Growth Fund Advisor Class

Nuveen Small Cap Select Fund Class I

Nuveen Small Cap Select Fund Class A

Gabelli Global Rising Income and Dividend Fund Class A

Gabelli Global Rising Income and Dividend Fund Class I

Fidelity Series Small Cap Core Fund

Goldman Sachs Small Cap Growth Fund Institutional Shares

Goldman Sachs Small Cap Growth Fund Class R6

Goldman Sachs Small Cap Growth Fund Investor Shares

Fidelity Advisor Stock Selector Small Cap Fund Class C

Fidelity Advisor Stock Selector Small Cap Fund Class M

The Gabelli Small Cap Growth Fund

The Gabelli Small Cap Growth Fund

Fidelity Series Small Cap Opportunities 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

Loomis Sayles Funds - Small Cap Value Fund Retail Class

Loomis Sayles Funds - Small Cap Value Fund Admin Class

Principal SmallCap Value Fund II Class R-5

Principal SmallCap Value Fund II Class J

Vaughan Nelson Mid Cap Fund Class A

Vaughan Nelson Mid Cap Fund Class N

BNY Mellon Small Cap Value Fund Class C

Fidelity Advisor Value Strategies Fund Class I

Fidelity Advisor Value Strategies Fund

Fidelity Advisor Value Strategies Fund Class C

BNY Mellon Small Cap Value Fund Class A

Yorktown Small Cap Fund Class A

Yorktown Small Cap Fund Institutional Share Class

Fidelity Advisor Small Cap Fund Class C

Fidelity Advisor Small Cap Fund Class M

Sterling Capital Small Cap Value Fund Class R6

Sterling Capital Small Cap Value Fund Class A

Fidelity Advisor Value Fund Class A

Fidelity Value Fund

Fidelity Advisor Value Fund Class I

Fidelity Advisor Value Fund Class Z

Empower Small Cap Value Fund Institutional Class

MFS New Discovery Value Fund Class B

MFS New Discovery Value Fund Class R1

MFS New Discovery Value Fund Class R4

MFS New Discovery Value Fund Class A

Emerald Growth Fund Investor Class

Emerald Growth Fund Class C

Boston Partners Long/Short Equity Fund Insti Cl

Fidelity Mid-Cap Stock Fund Class K

Fidelity Mid-Cap Stock Fund Class A

Fidelity Mid-Cap Stock Fund Class I

Fidelity Mid-Cap Stock Fund Class Z

Empower Small Cap Growth Fund Investor Class

Fidelity Mid-Cap Stock K6 Fund Class K6

Goldman Sachs Small Cap Value Fund Investor Class

Goldman Sachs Small Cap Value Fund A Shares

Goldman Sachs Small Cap Value Fund Class R6

Goldman Sachs Small Cap Value Fund Class P Shares

Fidelity Advisor Mid Cap Value Fund Class A

Fidelity Advisor Mid Cap Value Fund Class I

Fidelity Advisor Mid Cap Value Fund

Pace Small/Med Company Growth Equity Investments Fund Class A

Yorktown Growth Fund Class A

Yorktown Growth Fund Class L

Nomura Small Cap Core Fund Class C

Nomura Small Cap Core Fund Class R

The Gabelli Asset Fund

The Gabelli Asset Fund

Vanguard Russell 2000 Growth Index Fund Insti Cl

Avantis US Small Cap Equity Fund Institutional Class

Fidelity Advisor Mid Cap II Fund Class C

Fidelity Advisor Mid Cap II Fund Class M

Optimum Small-Mid Cap Growth Fund Class A

Optimum Small-Mid Cap Growth Fund Class I

Gabelli SRI Fund Class C

Gabelli SRI Fund Class AAA

BlackRock Advantage Small Cap Growth Fund Investor A Class

Gabelli Equity Income Fund Class AAA

Gabelli Equity Income Fund Class I

BlackRock Advantage Small Cap Growth Fund Institutional Class

BlackRock Advantage Small Cap Growth Fund Class K

Federated Hermes Opportunistic High Yield Bond Fund Class A

Federated Hermes Opportunistic High Yield Bond Fund Class R6

John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav

John Hancock Variable Insurance Trust Small Cap Index Trust Series I

Bridge Builder Small/Mid Cap Value Fund

Voya Russell Small Cap Index Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

Fidelity Flex Small Cap Index Fund

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

Hotchkis & Wiley Small Cap Diversified Value Fund Class A

Empower Core Strategies: US Equity Fund Institutional Class

Northern Small Cap Index Fund

Schwab Small-Cap Index Fund

Vanguard Russell 2000 Index Fund Institutional

American Funds The New Economy Fund Class A

American Funds The New Economy Fund Class C

American Funds The New Economy Fund other Class

Fidelity Advisor Small Cap Growth Fund Class A

Fidelity Advisor Small Cap Growth Fund Class I

Fidelity Advisor Small Cap Growth Fund Class M

American Funds The New Economy Fund Class 529-F-2

American Funds The New Economy Fund Class 529-F-3

American Funds The New Economy Fund Other Class

American Funds The New Economy Fund Class R3 Shares

American Funds The New Economy Fund Class R4 Shares

American Funds The New Economy Fund Class R5E

American Funds The New Economy Fund Class R2E

SMALLCAP World Fund Class 529-C

SMALLCAP World Fund Class 529-A

SMALLCAP World Fund Class 529-F-3

SMALLCAP World Fund Class R6

SMALLCAP World Fund Inc Class R-1 Shares

SMALLCAP World Fund Inc Class R-2 Shares

SMALLCAP World Fund Inc Class R-4 Shares

SMALLCAP World Fund Class F1

SMALLCAP World Fund Class F3

SMALLCAP World Fund Class A

PGIM Jennison Blend Fund Class R6

PGIM Jennison Blend Fund Class C

T Rowe Price Small-Cap Index Fund

ProFunds Ultra Small-Cap ProFund Investor Class

Vanguard Small Cap Growth Index Fund Investor Class

Vanguard Small Cap Growth Index Fund Institutional

BlackRock Small Cap Index V.I. Fund Class I

Venerable Small Cap Index Fund Class V

Russell US Small Cap Equity Fund Class Y

Russell US Small Cap Equity Fund Class C

Russell US Small Cap Equity Fund Class R6

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Class I

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

First Eagle Small Cap Opportunity Fund Institutional Class

John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav

John Hancock Variable Insurance Trust Small Opportunities Trust Series I

JPMorgan US Small Company Fund Class I

JPMorgan US Small Company Fund Class A

JPMorgan US Small Company Fund Class R3

JPMorgan US Small Company Fund Class R5

First Eagle Small Cap Opportunity Fund Class C

VY JPMorgan Small Cap Core Equity Portfolio Advisor Class

VY JPMorgan Small Cap Core Equity Portfolio S2

VY JPMorgan Small Cap Core Equity Portfolio Class R6

Russell 2000 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class H

Wilshire Small Company Growth Portfolio Fund Investment Class

Wilshire Small Company Growth Portfolio Fund Investor Class

Russell 2000 Fund Class H

Russell 2000 Fund Class C

Small-Cap ProFund Service Class

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class