Mutual Funds Holding JBTM

Baron Small Cap Fund R6 Shares

Buffalo Small Cap Fund Investor Class

FPA Queens Road Small Cap Value Fund Class Advisor

FPA Queens Road Small Cap Value Fund Investor Class

Virtus KAR Small-Mid Cap Value Fund Class C

Virtus KAR Small-Mid Cap Value Fund Class R6

Templeton Global Smaller Companies Fund Class A

Templeton Global Smaller Companies Fund Advisor Class

Vaughan Nelson Small Cap Fund Class A

Vaughan Nelson Small Cap Fund Class Y

AMG TimesSquare Small Cap Growth Fund- Class Z

AMG TimesSquare Small Cap Growth Fund Class I

Virtus NFJ Small-Cap Value Fund Class A

Virtus NFJ Small-Cap Value Fund Institutional Class

Conestoga SMid Cap Fund Institutional Class

Nuveen Small Cap Growth Opportunities Fund Class R6

The Hartford Mid Cap Value Fund Class C

The Hartford Mid Cap Value Fund Class F

The Hartford Mid Cap Value Fund Class I

The Hartford Mid Cap Value Fund Class R5

The Hartford Mid Cap Value Fund Class Y

Nuveen Small Cap Select Fund Class R6

RBC SMID Cap Growth Fund Class R6

RBC SMID Cap Growth Fund Class I

Voya SmallCap Opportunities Portfolio Advisor Class

Voya SmallCap Opportunities Portfolio Initial

WCM Mid Cap Quality Value Fund Class Institutional

WCM Mid Cap Quality Value Fund Class Y

MetLife Small Company Equity Fund Investor Class

Meridian Growth Fund Class A

Meridian Growth Fund Investor Class

Carillon Chartwell Small Cap Value Fund Class A

Carillon Chartwell Small Cap Value Fund Class I

Columbia Small Cap Value Discovery Fund Class S

Columbia Small Cap Value Discovery Fund Class A

Columbia Small Cap Value Discovery Fund Class Inst3

Columbia Small Cap Value Discovery Fund Class Inst2

William Blair Small-Mid Cap Core Fund Class R6

GreenFi Redwood Fund

Nuveen Mid Cap Growth Opportunities Fund Class R6

AB DISCOVERY VALUE FUND A

AB DISCOVERY VALUE FUND I

AB DISCOVERY VALUE FUND Advisor

Royce Small Cap Fund Institutional Class

Royce Small Cap Fund Service Class

Small-Cap Growth ProFund

AB Small Cap Value Portfolio

JPMorgan Small Cap Growth Fund Class R4

JPMorgan Small Cap Growth Fund Class R6

JPMorgan Small Cap Growth Fund Class L

JPMorgan Small Cap Growth Fund Class I

JPMorgan Small Cap Growth Fund Class A

Principal SmallCap Value Fund II Class R-5

Principal SmallCap Value Fund II Class J

Champlain Small Company Fund Institutional Shares

Victory Sycamore Small Company Opportunity Fund Class R

Victory Sycamore Small Company Opportunity Fund Class I

Victory Sycamore Small Company Opportunity Fund Class Y

Virtus NFJ Mid-Cap Value Fund Class A

Virtus NFJ Mid-Cap Value Fund Institutional Class

Optimum Small-Mid Cap Value Fund Class C

John Hancock Variable Insurance Trust Mid Value Trust Series Nav

John Hancock Variable Insurance Trust Mid Value Trust Series I

Empower Small Cap Growth Fund Investor Class

T. Rowe Price Mid-Cap Value Fund-Advisor Class

T. Rowe Price Mid-Cap Value Fund Class I

JHFunds2 Mid Value Fund Class NAV

Voya Small Cap Growth Fund Class R6

Voya Small Cap Growth Fund Class C

Voya Small Cap Growth Fund Class W

Fidelity Advisor Small Cap Growth Fund Class C

Fidelity Advisor Small Cap Growth Fund

Fidelity Advisor Small Cap Growth Fund Class Z

Bernstein Small Cap Core Portfolio - SCB

Bernstein Small Cap Core Portfolio-Advisor

Putnam Small Cap Growth Fund Class R

Putnam Small Cap Growth Fund Class C

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

VALIC Company I Mid Cap Value Fund

BNY Mellon Smallcap Stock Index Fund Investor Class

Principal SmallCap S&P 600 Index Fund Class R6

Principal SmallCap S&P 600 Index Fund Class J

Principal SmallCap S&P 600 Index Fund Class R-5

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

Columbia Small Cap Index Fund Institutional II Class

Columbia Small Cap Index Fund Institutional Class

Optimum Small-Mid Cap Growth Fund Class A

Optimum Small-Mid Cap Growth Fund Class I

S&P SmallCap Index Fund Class K

JPMorgan Small Cap Blend Fund Class R6

JPMorgan Small Cap Blend Fund Class A

First Eagle Small Cap Opportunity Fund Institutional Class

First Eagle Small Cap Opportunity Fund Class C

Fidelity Advisor Value Fund Class C

Fidelity Advisor Value Fund Class I

Empower S&P Small Cap 600 Index Fund Institutional Class

Empower S&P Small Cap 600 Index Fund Class L

Vanguard S&P Small Cap 600 Index Fund Institutional

Driehaus Small Cap Growth Fund Institutional Share Class

Fidelity Value Fund

Undiscovered Managers Behavioral Value Fund Class C

Undiscovered Managers Behavioral Value Fund Class L

Undiscovered Managers Behavioral Value Fund Class I

Undiscovered Managers Behavioral Value Fund Class R4

Undiscovered Managers Behavioral Value Fund Class R5

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

John Hancock Variable Insurance Trust Small Company Value Trust Series 2

Hartford Capital Appreciation Fund Class F

Hartford Capital Appreciation Fund Class A

Hartford Capital Appreciation Fund Cl R5

Hartford Capital Appreciation Fund Cl R3

T. Rowe Price Small Cap Value Fund Advisor Class

T. Rowe Price Small Cap Value Fund, Inc Class I

S&P SmallCap 600 Pure Growth Fund Class C

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

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

SIMT Small Cap Growth Fund Class Y

SIMT Small Cap Growth Fund Class F

AQR Small Cap Momentum Style Fund Class N

AQR Small Cap Momentum Style Fund Class R6

Vanguard Tax Managed Small Cap Fund Institutional Plus

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

T.Rowe Price Institutional Small-Cap Stock Fund

Virtus Income & Growth Fund Class C

Virtus Income & Growth Fund Institutional Class

Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class

Fidelity Advisor Value Strategies Fund Class M

Fidelity Advisor Value Strategies Fund Class A

Fidelity Advisor Value Strategies Fund Class K

Fidelity Flex Small Cap Index Fund

GuideStone Funds Small Cap Equity Fund Institutional Class

Fidelity Small Cap Index Fund

Voya Index Plus SmallCap Portfolio Class S

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

Voya Russell Small Cap Index Portfolio Class S2

Voya Russell Small Cap Index Portfolio Class S

Old Westbury Small & Mid Cap Strategies Fund

Vanguard Russell 2000 Index Fund Institutional

Vanguard Russell 2000 Growth Index Fund Insti Cl

T Rowe Price Small-Cap Index Fund Institutional Class

T Rowe Price Small-Cap Index Fund Class Z

BlackRock Small Cap Index V.I. Fund Class III

State Street Institutional Small-Cap Equity Fund Investment Class

State Street Institutional Small-Cap Equity Fund Service Class

Vanguard Small Cap Growth Index Fund admiral Class

Voya VACS Index Series SC Portfolio

Wilshire Small Company Value Fund Investment Class

VY Invesco Equity and Income Portfolio Initial

VY Invesco Equity and Income Portfolio S2

Knights of Columbus Small Cap Fund S Class

Wilshire Small Company Value Fund Institutional Class

Wilshire Small Company Growth Portfolio Fund Investment Class

T. Rowe Price Global Industrials Fund Investor Class

T. Rowe Price Global Industrials Fund Class I

Nuveen Small Cap Blend Index Fund Class I

ProFunds Ultra Small-Cap ProFund Service Class

Praxis Small Cap Index Fund Class A

Fidelity Series Small Cap Discovery Fund

John Hancock Variable Insurance Trust Small Cap Index Trust Series II

Cohen & Steers Real Assets Fund Class A

Cohen & Steers Real Assets Fund Class I

Cohen & Steers Real Assets Fund Class Z

Russell 2000 1.5x Strategy Fund Class C

T. Rowe Price Diversified Mid-Cap Growth Fund Investor Class

Fidelity ZERO Extended Market Index Fund

Russell 2000 Fund Class A

Schwab Fundamental US Small Company Index Fund

Small-Cap ProFund Service Class

Allspring Disciplined Small Cap Fund Class A

Allspring Disciplined Small Cap Fund Institutional Class

Blueprint Adaptive Growth Allocation Fund Institutional Class

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class S

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Advisor Class

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6

T. Rowe Price Extended Equity Market Index Fund

T. Rowe Price New Horizons Fund Investor Class

T. Rowe Price New Horizons Fund

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Industrials Index Fund Admiral Shares

Longboard Alternative Growth Fund Class A