Mutual Funds Holding PHM

Putnam Large Cap Value Fund Class A

Putnam Large Cap Value Fund Class R6

Royce Small-Cap Portfolio

Royce Small-Cap Value Fund Service Class

Sterling Capital Mid Cap Relative Value Fund Class A

Sterling Capital Mid Cap Relative Value Fund Class R6

FIRST EAGLE GLOBAL REAL ASSETS FUND Class I

Dean Mid Cap Value Fund

Allspring Large Cap Core Fund Class C

Allspring Large Cap Core Fund Class R6

DWS Enhanced Core Equity Fund Class A

DWS Enhanced Core Equity Fund Class C

DWS Enhanced Core Equity Fund Class S

FullerThaler Behavioral Small-Mid Core Equity Fund Class A

FullerThaler Behavioral Small-Mid Core Equity Fund Institutional Class

DWS Core Equity Fund Class S

DWS Core Equity Fund Class A

DWS Core Equity Fund Class Institutional

Allspring Mid Cap Growth Fund Class R6

Fidelity Select Consumer Discretionary Portfolio Class M

Fidelity Select Consumer Discretionary Portfolio Class I

Fidelity Select Consumer Discretionary Portfolio Class Z

American Century Focused Large Cap Value Fund Class G

American Century Focused Large Cap Value Fund Class C

American Century Focused Large Cap Value Fund Class R5

American Century Focused Large Cap Value Fund Class R

X-Square Balanced Fund LLC Class A

X-Square Balanced Fund LLC Class C

MFS Mid Cap Value Fund Class R2

MFS Mid Cap Value Fund Class C

MFS Mid Cap Value Fund Class R3

MFS Mid Cap Value Fund Class R6

Monteagle Opportunity Equity Fund Institutional Class

Empower Large Cap Value Fund Investor Class

Empower Large Cap Value Fund Institutional Class

American Century Mid Cap Value Fund Class G

American Century Mid Cap Value Fund Investor Class

American Century Mid Cap Value Fund Class R5

American Century Mid Cap Value Fund Class Y

Nomura Opportunity Fund Class A

Nomura Opportunity Fund Institutional Class

Nomura Opportunity Fund Class R

American Century Value Fund Class I

American Century Value Fund Class R5

American Century Value Fund Class Y

American Century Value Fund Investor Class

T. Rowe Price US Large-Cap Core Fund Class I

T. Rowe Price US Large-Cap Core Fund Investor Class

S&P 500 Pure Value Fund Class A

S&P 500 Pure Value Fund Class H

Putnam Core Equity Fund Class A

Putnam Core Equity Fund Class R6

Nuveen Core Equity Fund Class W

Nuveen Core Equity Fund Class A

Nuveen Core Equity Fund Premier Class

Nuveen Multi-Cap Value Fund Class C

Victory RS Global Fund Class C

Victory RS Global Fund Class R6

Victory RS Global Fund Class A

Victory Integrity Mid-Cap Value Fund Class C

Victory Integrity Mid-Cap Value Fund Class R6

Nuveen Large Cap Value Opportunities Fund Class R

Nuveen Large Cap Value Opportunities Fund Class A

VY American Century Small-Mid Cap Value Portfolio Advisor Class

VY American Century Small-Mid Cap Value Portfolio S2

VY Columbia Contrarian Core Portfolio Advisor Class

VY Columbia Contrarian Core Portfolio Initial

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

T. Rowe Price Mid-Cap Value Fund Class I

Fidelity Advisor Mid Cap Value Fund Class Z

Fidelity Advisor Mid Cap Value Fund Class C

Fidelity Advisor Mid Cap Value Fund Class M

John Hancock Variable Insurance Trust Mid Value Trust Series Nav

John Hancock Variable Insurance Trust Mid Value Trust Series I

Zacks All-Cap Core Fund Institutional Class

Fidelity Fund

Fidelity Growth Strategies Fund

Fidelity Growth Strategies Fund Class M

Fidelity Growth Strategies Fund Class I

Fidelity Growth Strategies K6 Fund Class K6

Yorktown Growth Fund Institutional Share Class

Columbia Contrarian Core Fund Class R

Columbia Contrarian Core Fund Class I3

Columbia Contrarian Core Fund class A

Columbia Contrarian Core Fund Class I

Victory World Equity Fund shares

Fidelity SAI Sustainable US Equity Fund

Fidelity Advisor Sustainable US Equity Fund Class A

Fidelity Advisor Sustainable US Equity Fund Class M

Fidelity Advisor Sustainable US Equity Fund Class Z

BNY Mellon Active MidCap Fund Class A

BNY Mellon Active MidCap Fund Class Y

Consumer Discretionary UltraSector ProFund Investor

MFS Research Fund Class B

MFS Research Fund Class R6

MFS Research Fund Class A

MFS Research Fund Class R3

MFS Research Fund Cl R2

LSV Conservative Value Equity Fund Investor Class

Vanguard Mid-Cap Value Index Fund Investor Shares

GMO US Opportunistic Value Fund Class IV

Empower Core Strategies: US Equity Fund Investor Class

GMO US Opportunistic Value Fund Class I

GMO US Opportunistic Value Fund Class VI

Avantis US Large Cap Value Fund Class Institutional

Allspring Disciplined US Core Fund institutional

Allspring Disciplined US Core Fund Class C

GuideStone Funds Value Equity Fund Institutional Class

Eaton Vance Equity Strategy Fund Class I

Optimum Small-Mid Cap Value Fund Class C

FullerThaler Behavioral Mid-Cap Equity Fund Institutional Class

Columbia Balanced Fund Class I

Columbia Balanced Fund class C

Columbia Balanced Fund Class R

Fidelity Leveraged Company Stock Fund Class K

Fidelity Leveraged Company Stock Fund Class M

Fidelity Leveraged Company Stock Fund Class I

Fidelity Leveraged Company Stock Fund

SIMT Large Cap Value Fund Class Y

Victory Diversified Stock Fund Class R

Victory Diversified Stock Fund Class I Shares

Victory Diversified Stock Fund Class R6

Venerable US Large Cap Strategic Equity Fund Class I

Voya Multi-Manager Mid Cap Value Fund Class I

SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class IS

BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A

M Large Cap Value Fund

MFS Core Equity Fund Class B

MFS Core Equity Fund Class C

MFS Core Equity Fund Class R4

MFS Core Equity Fund Class R6

SIMT Large Cap Fund Class F

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard Mid-Cap Index Fund Institutional

GMO Alternative Allocation Fund Class R6

GMO Alternative Allocation Fund Class VI

Gateway Equity Call Premium Fund Class C

Gateway Equity Call Premium Fund Class Y

HCM Sector Plus Fund Class I

HCM Sector Plus Fund Class R

MassMutual Diversified Value Fund Class A

MassMutual Diversified Value Fund Class I

MassMutual Diversified Value Fund Class R3

MassMutual Diversified Value Fund Service Class

Fidelity SAI US Value Index Fund

Mercer US Small/Mid Cap Equity Fund Class Y3

Russell Tax-Managed US Large Cap Fund Class S

Russell Tax-Managed US Large Cap Fund Class C

Calvert US Mid Cap Core Responsible Index Class R6

Calvert US Mid Cap Core Responsible Index Class I

GMO US Equity Fund Class III

Transamerica Small Cap Value Fund Class A

Transamerica Small Cap Value Fund Class R4

Transamerica Small Cap Value Fund Class R6

Franklin Dynamic Asset Allocation Balanced Fund Class C

Fidelity Mid Cap Value Index Fund

Franklin Dynamic Asset Allocation Balanced Fund Class A

SEI Institutional Investment Trust - Large Cap Fund Class A

Franklin Dynamic Asset Allocation Balanced Fund Class R6

Calvert US Large Cap Value Responsible Index Fund Class I

Calvert US Large Cap Value Responsible Index Fund Class R6

Franklin Dynamic Asset Allocation Growth Fund Class A

Franklin Dynamic Asset Allocation Growth Fund Class Y

Victory Capital Growth Fund Institutional Shares

Franklin Dynamic Asset Allocation Growth Fund Class R6

Victory Growth & Income Fund Institutional Shares

Franklin Dynamic Asset Allocation Conservative Fund Class A

Franklin Dynamic Asset Allocation Conservative Fund Class R

Royce Small Cap Fund Investment Class

Royce Small Cap Fund Consultant Class

SIMT Tax-Managed Large Cap Fund Class Y

Franklin Dynamic Asset Allocation Conservative Fund Class R5

Fidelity Mid Cap Index Fund

AQR Alternative Risk Premia Fund Class I

Schwab US Mid-Cap Index Fund

Invesco Equally-Weighted S&P 500 Fund Class C

Invesco Equally-Weighted S&P 500 Fund Class Y

iShares Russell Mid-Cap Index Fund Institutional Class

iShares Russell Mid-Cap Index Fund Class K