Mutual Funds Holding PJT

ClearBridge Small Cap Growth Fund Class IS

ClearBridge Small Cap Growth Fund Class R

ClearBridge Small Cap Growth Fund Class A

ClearBridge Small Cap Growth Fund Class C

Carillon Eagle Small Cap Growth Fund Class C

Carillon Eagle Small Cap Growth Fund Class R-6

ClearBridge Variable Small Cap Growth Portfolio Class II

AMG GW&K Small Cap Growth Fund Class Z

AMG GW&K Small Cap Growth Fund Class I

Wasatch Global Small Cap Value Fund Institutional Class

Thornburg Investment Trust Small/Mid Cap Core Fd Cl A

Thornburg Investment Trust Small/Mid Cap Core Fd Cl I

Thornburg Investment Trust Small/Mid Cap Core Fd Cl R3

The Hartford Small Company Fund Class Y

The Hartford Small Company Fund Class A

The Hartford Small Company Fund Class I

The Hartford Small Company Fund Class R6

The Hartford Small Company Fund Class R4

Champlain Small Company Fund

Buffalo Small Cap Fund Institutional Class

John Hancock Variable Insurance Trust Small Stock Trust Series Nav

Johnson Opportunity Fund

Loomis Sayles Small Cap Growth Fund Institutional Class

Johnson Opportunity Fund Class S

Hartford Small Company HLS Fund Class IA

AMG GW&K Small Cap Value Fund Class N

AMG GW&K Small Cap Value Fund Class Z

MFS New Discovery Fund Class C

MFS New Discovery Fund Class B

MFS New Discovery Fund Class R6

MFS New Discovery Fund Class R3

AB Growth Fund Class I

AB Growth Fund Class A

WesMark Small Company Fund

AMG TimesSquare Small Cap Growth Fund- Class Z

AMG TimesSquare Small Cap Growth Fund Class I

American Century Small Company Fund Class R

American Century Small Company Fund Class C

American Century Small Company Fund Investor Class

BNY Mellon Small Cap Value Fund Class C

BNY Mellon Small Cap Value Fund Class A

Applied Finance Explorer Fund Institutional Shares

Grandeur Peak Global Opportunities Fund Insti Cl

Fidelity Series Small Cap Core Fund

Voya Index Plus SmallCap Portfolio Class S

Small-Cap Growth ProFund

Wasatch Core Growth Fund Institutional Class Shares

AQR Small Cap Momentum Style Fund Class I

Grandeur Peak Global Reach Fund

S&P SmallCap 600 Pure Growth Fund Class A

S&P SmallCap 600 Pure Growth Fund Class H

Fidelity Advisor Small Cap Growth Fund Class A

Fidelity Advisor Small Cap Growth Fund Class I

Fidelity Advisor Small Cap Growth Fund Class M

Fidelity Small Cap Growth K6 Fund Class K6

Bernstein Small Cap Core Portfolio-Z

MassMutual Small Cap Growth Equity Fund Class A

MassMutual Small Cap Growth Equity Fund Service Class

MassMutual Small Cap Growth Equity Fund Administrative Class

MassMutual Small Cap Growth Equity Fund Class R5

State Street Institutional Small-Cap Equity Fund Investment Class

State Street Small-Cap Equity V.I.S. Fund Class 1

BNY Mellon Smallcap Stock Index Fund Class I

Fidelity SAI Small-Mid Cap 500 Index Fund

Principal SmallCap S&P 600 Index Fund Institutional Class

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

Goldman Sachs Small Cap Growth Insights Fund Class R6

Goldman Sachs Small Cap Growth Insights Fund Cl C

Goldman Sachs Small Cap Growth Insights Fund Class R

Goldman Sachs Small Cap Growth Insights Fund Class P Shares

S&P SmallCap Index Fund Investor Class

Wilshire Small Company Growth Portfolio Fund Investment Class

DFA - US Small Cap Growth Portfolio

Columbia Small Cap Index Fund Institutional II Class

Empower S&P Small Cap 600 Index Fund Investor Class

Columbia Small Cap Index Fund class A

Vanguard Russell 2000 Growth Index Fund Insti Cl

Vanguard Tax Managed Small Cap Fund Admiral Cl

MoA Small Cap Equity Index Fund

SIMT Tax-Managed Small/Mid Cap Fund Class F

Fidelity Flex Small Cap Focused Index Fund

GuideStone Funds Small Cap Equity Fund Investor Class

BlackRock Advantage Small Cap Core Fund Investor A Class

BlackRock Advantage Small Cap Core Fund Institutional Class

BlackRock Advantage Small Cap Growth Fund Investor A Class

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

BlackRock Advantage Small Cap Growth Fund Institutional Class

T.Rowe Price Institutional Small-Cap Stock Fund

BlackRock Advantage Small Cap Growth Fund Class R

Bridge Builder Small/Mid Cap Growth Fund

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

John Hancock Variable Insurance Trust Small Cap Index Trust Series II

Northern Small Cap Index Fund

Schwab Small-Cap Index Fund

MFS Blended Research Small Cap Equity Fund Class C

MFS Blended Research Small Cap Equity Fund Class B

MFS Blended Research Small Cap Equity Fund Class R2

MFS Blended Research Small Cap Equity Fund Class R4

Horizon Multi-Factor Small/Mid Cap Fund Advisor Class

Horizon Multi-Factor Small/Mid Cap Fund Institutional Class

Praxis Small Cap Index Fund Class I

T Rowe Price Small-Cap Index Fund Institutional Class

T Rowe Price Small-Cap Index Fund Class Z

Vanguard Small Cap Growth Index Fund Investor Class

Vanguard Small Cap Growth Index Fund admiral Class

Voya VACS Index Series SC Portfolio

BlackRock Small Cap Index V.I. Fund Class III

DFA US Small Cap Portfolio Institutional Class

Nuveen Small Cap Blend Index Fund Retirement Class

ProFunds Ultra Small-Cap ProFund Investor Class

Morningstar US Equity Fund Institutional Class

Longboard Alternative Growth Fund Class A

GuideMark Small/Mid Cap Core Fund Class RS

Russell 2000 1.5x Strategy Fund Class C

BlackRock Advantage SMID Cap Fund Inc Institutional Class

BlackRock Advantage SMID Cap Fund Inc Class A

BlackRock Advantage SMID Cap Fund Inc Class R

Old Westbury Total Equity Fund

Russell 2000 Fund Class A

Small-Cap ProFund

Victory Extended Market Index Fund Class Fund shares

Venerable US Small Cap Fund Class V

T. Rowe Price Extended Equity Market Index Fund

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Extended Market Index Fund Institutional

iShares Russell Small/Mid-Cap Index Fund Class K

SMALLCAP World Fund Class 529-C

SMALLCAP World Fund Class 529-A

SMALLCAP World Fund Class 529-F-3

SMALLCAP World Fund Class 529-F-2

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

Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 1

SMALLCAP World Fund Class F1

SMALLCAP World Fund Class F3

SMALLCAP World Fund Class F2

SEI Institutional Investments Trust - Extended Market Index Fund Class A

Vanguard Financial Index Fund Admiral Shs

Vanguard Small Cap Index Fund Institutional Plus

BlackRock Diversified Equity Alpha Fund Institutional Class

Calvert US Mid Cap Core Responsible Index Class A

MFS Global Alternative Strategy Fund Class I

MFS Global Alternative Strategy Fund Class R1

MFS Global Alternative Strategy Fund Class R2

MFS Global Alternative Strategy Fund Class R3

MFS Global Alternative Strategy Fund Class R4

Federated Hermes Global Allocation Fund Class R

Federated Hermes Global Allocation Fund Class A

Russell 2000 2x Strategy Fund Class C

Sanford C Bernstein Fund Class 1

Federated Hermes Global Allocation Fund Institutional Class

BlackRock Advantage SMID Cap V.I. Fund Class I

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Growth Fund I Class R-5

T. Rowe Price Spectrum Moderate Growth Allocation Fund Class I

Victory Cornerstone Aggressive Fund Class Fund shares

Calvert US Large Cap Growth Responsible Index Fund Class A

Calvert US Large Cap Growth Responsible Index Fund Class R6

Calvert US Large Cap Core Responsible Index Fund Class R6

DFA US Core Equity 1 Portfolio

Destinations Small-Mid Cap Equity Fund Class Z

Fidelity Capital & Income Fund

Strategic Advisers Fidelity US Total Stock Fund

Fidelity Total Market Index Fund

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 Investor Class

Clearwater Select Equity Fund

State Street Total Return V.I.S. Fund CL1

Nuveen Life Stock Index Fund

T. Rowe Price Spectrum Moderate Allocation Fund Investor Class

Vanguard Institutional Total Stock Market Index Fund Institutional Shs

Vanguard Russell 3000 Index Fund Institutional

iShares Total US Stock Market Index Fund Class Investor A