Mutual Funds Holding PLMR

Osterweis Emerging Opportunity Fund

Buffalo Small Cap Fund Institutional Class

Champlain Small Company Fund Institutional Shares

John Hancock Variable Insurance Trust Financial Industries Trust Series Nav

John Hancock Variable Insurance Trust Financial Industries Trust Series II

American Beacon Stephens Small Cap Growth Fund A Class

American Beacon Stephens Small Cap growth Fund Y Class

American Beacon Stephens Small Cap Growth Fund Institution Class

LKCM Small Cap Equity Fund Institutional Class

Voya Small Cap Growth Fund Class I

Voya Small Cap Growth Fund Class A

Voya Small Cap Growth Fund Class R

Victory RS Select Growth Fund Class A

Victory RS Select Growth Fund Class R6

Goldman Sachs Small Cap Growth Fund Class P

Goldman Sachs Small Cap Growth Fund Class C

Goldman Sachs Small Cap Growth Fund Class A

Voya SmallCap Opportunities Portfolio S2

Voya SmallCap Opportunities Portfolio Service

Voya SmallCap Opportunities Portfolio Class R6

Victory RS Small Cap Growth Fund Class R6

Victory RS Small Cap Growth Fund Class Y

Emerald Finance and Banking Innovation Fund Class C

Emerald Finance and Banking Innovation Fund Class A

Nuveen Small Cap Growth Opportunities Fund Class R6

S&P SmallCap 600 Pure Growth Fund Class A

S&P SmallCap 600 Pure Growth Fund Class H

Emerald Growth Fund Investor Class

Emerald Growth Fund Class C

Emerald Insights Fund Class A

Emerald Insights Fund Institutional Class

Yorktown Small Cap Fund Class A

Yorktown Small Cap Fund Institutional Share Class

American Century Small Company Fund Class R

American Century Small Company Fund Class C

American Century Small Company Fund Investor Class

Nationwide Geneva Small Cap Growth Fund Class R6

Empower Small Cap Growth Fund Institutional Class

State Street Institutional Small-Cap Equity Fund Investment Class

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

BlackRock Advantage Small Cap Growth Fund Institutional Class

BlackRock Advantage Small Cap Growth Fund Class K

Hood River Small Cap Growth Fund Institutional Class

Invesco Small Cap Growth Fund Class A

Invesco Small Cap Growth Fund Class R6

Invesco Small Cap Growth Fund Class R

Invesco Small Cap Growth Fund Class Y

Hood River New Opportunities Fund Institutional Class

Janus Henderson Triton Fund Class D

Janus Henderson Triton Fund Class T

Janus Henderson Triton Fund Class S

Janus Henderson Triton Fund Class N

Janus Henderson Triton Fund Class A

Janus Henderson Venture Fund Class C

Janus Henderson Venture Fund Class S

Janus Henderson Venture Fund Class I

Small-Cap Growth ProFund

DWS Small Cap Growth Fund Class C

DWS Small Cap Growth Fund Class S

Optimum Small-Mid Cap Growth Fund Class A

Optimum Small-Mid Cap Growth Fund Class I

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Growth Fund I Class R-5

Vanguard Explorer Fund Investor Class

Avantis US Small Cap Value Fund Class G

Bernstein Small Cap Core Portfolio - SCB

Bernstein Small Cap Core Portfolio-Advisor

BlackRock Advantage SMID Cap Fund Inc Class C

BlackRock Advantage SMID Cap Fund Inc Class K

Hussman Strategic Growth Fund

Embark Small Cap Equity Fund Institutional Class

AQR Small Cap Momentum Style Fund Class I

Avantis US Small Cap Equity Fund Institutional Class

BlackRock Advantage SMID Cap V.I. Fund Class III

Alger Dynamic Opportunities Fund Class C

Hussman Strategic Allocation Fund

Alger Dynamic Opportunities Fund Class A

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

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

BNY Mellon Smallcap Stock Index Fund Investor Class

Fidelity Small Cap Growth Index Fund

Principal SmallCap S&P 600 Index Fund Institutional Class

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

S&P SmallCap Index Fund Investor Class

Vanguard Russell 2000 Growth Index Fund Insti Cl

Wilshire Small Company Growth Portfolio Fund Investor Class

Columbia Small Cap Index Fund Institutional Class III

Empower S&P Small Cap 600 Index Fund Institutional Class

Empower S&P Small Cap 600 Index Fund Class L

Columbia Small Cap Index Fund Institutional Class

Schwab Small-Cap Equity Fund

Vanguard Tax Managed Small Cap Fund Institutional Plus

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

Fidelity Flex Small Cap Focused Index Fund

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

Voya Russell Small Cap Index Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

Pace Small/Med Company Growth Equity Investments Fund

SEI Institutional Investments Trust - Small Cap II Fund Class A

SIMT Small Cap Growth Fund Institutional Class

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

Fidelity Small Cap Index Fund

Nationwide Small Cap Index Fund Class A

Northern Small Cap Index Fund

Sparrow Growth Fund Class C

Sparrow Growth Fund No Load Class

T Rowe Price Small-Cap Index Fund Institutional Class

T Rowe Price Small-Cap Index Fund Class Z

Vanguard Russell 2000 Index Fund Institutional

Voya VACS Index Series SC Portfolio

BlackRock Global Equity Market Neutral Fund Class A

BlackRock Global Equity Market Neutral Fund Class K

BlackRock Small Cap Index V.I. Fund Class III

John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav

John Hancock Variable Insurance Trust Small Cap Index 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

Old Westbury Small & Mid Cap Strategies Fund

T. Rowe Price Small Cap Value Fund Investor Class

Nuveen Quant Small Cap Equity Fund Class A

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Class I

T. Rowe Price Small Cap Value Fund Z Class

Nuveen Quant Small Cap Equity Fund Class W

Vanguard Market Neutral Fund Investor Shs

ProFunds Ultra Small-Cap ProFund Investor Class

DFA US Small Cap Portfolio Institutional Class

Russell 2000 1.5x Strategy Fund Class C

SEI Institutional Investments Trust - US Equity Factor Allocation Fund Class A

SIMT Small Cap Fund Class Y

VY JPMorgan Small Cap Core Equity Portfolio Service

VY JPMorgan Small Cap Core Equity Portfolio Initial

Russell US Small Cap Equity Fund Class Y

Russell US Small Cap Equity Fund Class C

Russell US Small Cap Equity Fund Class R6

Russell 2000 Fund Class H

Russell 2000 Fund Class C

SA US Small Company Fund

Zacks Small-Cap Core Fund

Fidelity ZERO Extended Market Index Fund

Longboard Alternative Growth Fund Class A

Old Westbury Total Equity Fund

Small-Cap ProFund Service Class

SIMT Tax-Managed Small/Mid Cap Fund Class Y

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Vanguard Small Cap Growth Index Fund Investor Class

Vanguard Small Cap Growth Index Fund Institutional

BlackRock Diversified Equity Alpha Fund Institutional Class

Fidelity Extended Market Index Fund

State Street Small/Mid Cap Equity Index Portfolio

iShares Russell Small/Mid-Cap Index Fund Class Investor A

iShares Russell Small/Mid-Cap Index Fund Institutional Class

Federated Hermes Global Allocation Fund Class C

Federated Hermes Global Allocation Fund Class R6

Clearwater Select Equity Fund

Russell 2000 2x Strategy Fund Class C

Federated Hermes Global Allocation Fund Institutional Class

Avantis US Equity Fund Class G

Vanguard Small Cap Index Fund Investor Class

Russell Multi-Asset Strategy Fund Class A

Russell Multi-Asset Strategy Fund Class S

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

DFA US Social Core Equity 2 Portfolio

DFA US Core Equity 2 Portfolio

Destinations Small-Mid Cap Equity Fund Class I

Knights of Columbus US All Cap Index Fund I Class

PGIM Balanced Fund Class C

PGIM Balanced Fund Class R6

T. Rowe Price Total Equity Market Index Fund

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

Vanguard Institutional Total Stock Market Index Fund Institutional Shs