Mutual Funds Holding LBRT

World Energy & Power Fund Class C

World Energy & Power Fund Investor Class

WPG Partners Select Small Cap Value Fund

Knights of Columbus Small Cap Fund S Class

Thornburg Summit Fund Class I

Eventide Gilead Fund Class C

Eventide Gilead Fund Class I

Nomura Smid Cap Core Fund Class I

Nomura Smid Cap Core Fund Class C

Nomura Smid Cap Core Fund Class R

Eventide Dividend Growth Fund Class C

Eventide Dividend Growth Fund Class N

BNY Mellon Small Cap Value Fund Class Y

BNY Mellon Small Cap Value Fund Class I

Franklin Small Cap Growth Fund Class A

Franklin Small Cap Growth Fund Advisor Class

Glenmede Small Capitalization Equity Portfolio Advisor Shares

Fidelity Stock Selector Small Cap Fund

Fuller & Thaler Behavioral Small-Cap Growth Fund Class C

Fuller & Thaler Behavioral Small-Cap Growth Fund Class R6

Fuller & Thaler Behavioral Small-Cap Growth Fund Institutional Class

Franklin Mutual Small-Mid Cap Value Fund Class A

Columbia Small Cap Growth Fund Class R

Columbia Small Cap Growth Fund Class C

Columbia Small Cap Growth Fund Class S

Columbia Small Cap Growth Fund Class I3

DWS Small Cap Core Fund Class A

DWS Small Cap Core Fund Class Institutional

John Hancock Variable Insurance Trust Small Value Trust Series II

John Hancock Variable Insurance Trust Small Cap Value Trust Series I

Royce Small-Cap Opportunity Fund Class R

Royce Small-Cap Opportunity Fund Consultant Class

Royce Small-Cap Opportunity Fund Investment Class

BNY Mellon Small Cap Multi-Strategy Fund Investor Shares

Eventide Multi-Asset Income Fund Class A

Eventide Multi-Asset Income Fund Class I

M Capital Appreciation Fund

Franklin Natural Resources Fund Class R6

Franklin Natural Resources Fund Class A

American Century Small Cap Dividend Fund Class I

American Century Small Cap Dividend Fund Class R

American Century Small Cap Dividend Fund Class R6

Nomura Small Cap Value Fund Institutional Class

Nomura Small Cap Value Fund Class R

Bridgeway Omni Small Cap Value Fund

BlackRock Energy Opportunities Fund Investor A Class

BlackRock Energy Opportunities Fund Investor Class

Bernstein Small Cap Core Portfolio-Z

JPMorgan Small Cap Equity Fund Class C

JPMorgan Small Cap Equity Fund Class R4

JPMorgan Small Cap Equity Fund Class R2

JPMorgan Small Cap Equity Fund Class I

Goldman Sachs Small Cap Value Fund Class R

Goldman Sachs Small Cap Value Fund Class C Shares

Goldman Sachs Small Cap Value Fund Service Shares

Goldman Sachs Small Cap Value Fund Institutional Shares

Avantis US Small Cap Value Fund Class G

Invesco Discovery Fund Class R5

Invesco Discovery Fund Class R6

Invesco Discovery Fund Class Y

Column Small Cap Select Fund

John Hancock Variable Insurance Trust Small Company Value Trust Series I

Rydex Energy Fund Class H

Rydex Energy Fund Investor Class

American Century Small Cap Value Fund Class A

American Century Small Cap Value Fund Class R5

American Century Small Cap Value Fund Class G

American Century Small Cap Value Fund Class C

American Century Small Cap Value Fund Class Y

JPMorgan SMID Cap Equity Fund Class A

JPMorgan SMID Cap Equity Fund Class R3

T. Rowe Price Small Cap Value Fund Advisor Class

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

GMO Resource Transition Fund Class VI

Nomura Small Cap Core Fund Class C

Nomura Small Cap Core Fund Class R

JPMorgan Small Cap Value Fund Class R3

JPMorgan Small Cap Value Fund Class R4

JPMorgan Small Cap Value Fund Class R2

JPMorgan Small Cap Value Fund Class A

Allspring Special Small Cap Value Fund Class A

Allspring Special Small Cap Value Fund Admin Class

S&P SmallCap 600 Pure Value Fund Class H

S&P SmallCap 600 Pure Value Fund Class C

Small-Cap Value ProFund

VALIC Company I Small Cap Special Values Fund

Schwab Fundamental US Small Company Index Fund

Avantis US Small Cap Equity Fund Class G

GMO Resources Fund Class R6

GMO Resources Fund Class VI

GMO Resources Fund Class IV

Fidelity Advisor Stock Selector Mid Cap Fund Class I

Fidelity Advisor Stock Selector Mid Cap Fund Class C

Fidelity Advisor Stock Selector Mid Cap Fund

Timothy Plan Defensive Strategies Fund Class C

Vanguard Tax Managed Small Cap Fund Admiral Cl

Vericimetry US Small Cap Value Fund

Allspring Disciplined Small Cap Fund Class R6

Fidelity Small Cap Value Index Fund

Empower S&P Small Cap 600 Index Fund Investor Class

Vanguard Russell 2000 Value Index Fund Insti Cl

MoA Small Cap Equity Index Fund

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

S&P SmallCap Index Fund Investor Class

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

Columbia Small Cap Index Fund Institutional II Class

Columbia Small Cap Index Fund Institutional Class

John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav

John Hancock Variable Insurance Trust Small Opportunities Trust Series I

BNY Mellon Smallcap Stock Index Fund Class I

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

Vanguard Energy Index Fund Admiral Shares

Voya Index Plus SmallCap Portfolio Initial

Northern Funds Small Cap Value Fund

Fidelity Advisor Stock Selector Small Cap Fund Class C

Fidelity Advisor Stock Selector Small Cap Fund Class M

Nuveen Quant Small Cap Equity Fund Class A

Nuveen Quant Small Cap Equity Fund Retirement Class

Nuveen Quant Small Cap Equity Fund Class W

BlackRock Advantage Small Cap Core Fund Investor A Class

BlackRock Advantage Small Cap Core Fund Institutional Class

Principal SmallCap Value Fund II Class R-3

Principal SmallCap Value Fund Institutional Class

Principal SmallCap Value Fund II Class R6

Goldman Sachs Small Cap Value Insights Fund Cl A

Goldman Sachs Small Cap Value Insights Fund Institutional Class

Goldman Sachs Small Cap Value Insights Fund Class R6

Goldman Sachs Small Cap Value Insights Fund Cl R

T Rowe Price Small-Cap Index Fund

Voya VACS Index Series SC Portfolio

BlackRock Small Cap Index V.I. Fund Class III

Acclivity Small Cap Value Fund Class I

Fidelity Flex Small Cap Index Fund

Vanguard Russell 2000 Index Fund Institutional

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

Schwab Small-Cap Index Fund

GuideStone Funds Small Cap Equity Fund Institutional Class

PGIM Jennison Blend Fund Class R6

PGIM Jennison Blend Fund Class C

Destinations Small-Mid Cap Equity Fund Class I

John Hancock Variable Insurance Trust Small Cap Index Trust Series II

DFA US Small Cap Portfolio Institutional Class

Goldman Sachs Small Cap Equity Insights Fund Institutional Shares

Goldman Sachs Small Cap Equity Insights Fund Service Shares

Goldman Sachs Small Cap Equity Insights Fund Investor Class

Goldman Sachs Small Cap Equity Insights Fund Class P Shares

VY JPMorgan Small Cap Core Equity Portfolio Advisor Class

VY JPMorgan Small Cap Core Equity Portfolio S2

Voya Russell Small Cap Index Portfolio Class S2

Voya Russell Small Cap Index Portfolio Class S

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

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

Russell Tax-Managed Real Assets Fund Class A

Russell Tax-Managed Real Assets Fund Class S

Russell 2000 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class H

Wilshire Small Company Value Fund Investment Class

Northern Small Cap Index Fund

Russell US Small Cap Equity Fund Class A

Russell US Small Cap Equity Fund Class S

Russell US Small Cap Equity Fund Class M

ProFunds Ultra Small-Cap ProFund Service Class

Vanguard Strategic Small-Cap Equity Fund Investor Shares

BlackRock Advantage SMID Cap V.I. Fund Class III

Meeder Spectrum Fund Retail Class

VY American Century Small-Mid Cap Value Portfolio Initial

VY American Century Small-Mid Cap Value Portfolio Class S

Russell Multi-Asset Strategy Fund Class C

Russell Multi-Asset Strategy Fund Class M

Russell Multi-Asset Strategy Fund Class Y

Russell 2000 Fund Class A

SEI Institutional Investment Trust - Large Cap Fund Class A

Meeder Spectrum Fund Institutional Class

SA US Small Company Fund

BlackRock Commodity Strategies Fund Investor Class A Share