Principal Blue Chip Fund Institutional

Principal Blue Chip Fund Class A

Principal Blue Chip Fund Class R5

Edgewood Growth Fund Retail Class

DF Dent MidCap Growth Fund

DF Dent MidCap Growth Fund Institutional Plus Class

Rock Oak Core Growth Fund

Value Line Asset Allocation Fund Investor Class

CIBC Atlas All Cap Growth Fund Institutional Class

Baron Small Cap Fund R6 Shares

CIBC Atlas Equity Income Fund Institutional Class

Fidelity Select Defense and Aerospace Portfolio

Hennessy Focus Fund Investor Class

AMCAP Fund Class F-2

AMCAP Fund Class F-1

AMCAP Fund Class 529-C

AMCAP Fund Class 529-F-1

AMCAP Fund Class 529-F-3

AMCAP Fund Class R-5E

AMCAP Fund Class R-1

AMCAP Fund Class R-2

AMCAP Fund Class R-4

American Funds Fundamental Investors Class F-1

American Funds Fundamental Investors Class A

American Funds Fundamental Investors Class 529-C

American Funds Fundamental Investors Class 529-F-1

American Funds Fundamental Investors Class 529-F2

American Funds Fundamental Investors Class F-3

American Funds Fundamental Investors Class R-3

American Funds Fundamental Investors Class R-1

American Funds Fundamental Investors Class R-5

American Funds Fundamental Investors Class R-5E

AMG Veritas Global Focus Fund Class I

Baron Durable Advantage Fund Retail Class

Baron Durable Advantage Fund R6 Shares

Fidelity Advisor Industrials Fund Class C

Fidelity Advisor Industrials Fund Class M

Fidelity Advisor Industrials Fund Class Z

Catholic Responsible Investments Multi Style US Equity Fund Class Institutional

John Hancock Funds II Fundamental All Cap Core Fund Class R2

John Hancock Funds II Fundamental All Cap Core Fund Class R4

John Hancock Funds II Fundamental All Cap Core Fund Class C

Vanguard Mid-Cap Growth Index Fund Investor Shares

VALIC Company I Growth Fund

Global Endurance Portfolio - Class I

Global Endurance Portfolio - Class R6

Fidelity Founders Fund Class A

Fidelity Founders Fund Class C

Fidelity Founders Fund Class Z

Fidelity Magellan Fund Class A

Fidelity Magellan Fund Class M

Fidelity Magellan Fund Class Z

Fidelity Magellan Fund Class K

Eaton Vance Focused Growth Opportunities Fund Class C

Alger Dynamic Opportunities Fund Class C

Alger Dynamic Opportunities Fund Class A

Industrials Ultra Sector ProFund Service Class

American Funds The New Economy Fund Class A

American Funds The New Economy Fund Class C

American Funds The New Economy Fund other Class

American Funds The New Economy Fund Class 529-F-2

American Funds The New Economy Fund Class 529-F-3

American Funds The New Economy Fund Class R1 Shares

American Funds The New Economy Fund Class R2 Shares

American Funds The New Economy Fund Class R5 Shares

American Funds The New Economy Fund Class R6

Capital Group US Equity Fund

Eaton Vance Growth Fund Class C

Eaton Vance Growth Fund Class I

The Growth Fund of America Class A

The Growth Fund of America Class 529-A

The Growth Fund of America Class 529-F-1

The Growth Fund of America Class 529-F-3

The Growth Fund of America Class C

The Growth Fund of America Class F-2

The Growth Fund of America Class R-4

The Growth Fund of America Class R-1

The Growth Fund of America Class R-5E

The Growth Fund of America Class R-2E

John Hancock Variable Insurance Trust Fundamental All Core Trust Series I

Vanguard Industrials Index Fund Admiral Shares

Timothy Plan Small/Mid Cap Growth Fund Class C

JPMorgan Research Market Neutral Fund Class A

JPMorgan Research Market Neutral Fund Class I

S&P 500 Pure Growth Fund Class C

Buffalo Mid Cap Growth Fund Investor Class

Russell Sustainable Equity Fund Class A

Russell Sustainable Equity Fund Class S

X-Square Balanced Fund LLC Class A

X-Square Balanced Fund LLC Class C

JPMorgan US Large Cap Core Plus Fund Class A

JPMorgan US Large Cap Core Plus Fund Class R6

JPMorgan US Large Cap Core Plus Fund Class R2

Fidelity Leveraged Company Stock Fund Class A

Fidelity Leveraged Company Stock Fund Class C

Fidelity Leveraged Company Stock Fund Class Z

Timothy Plan Large/Mid Cap Growth Fund Class A

Timothy Plan Large/Mid Cap Growth Fund Class I

Goldman Sachs US Equity Dividend and Premium Fund Class P

Goldman Sachs US Equity Dividend and Premium Fund Insti Class

Goldman Sachs US Equity Dividend and Premium Fund Investor Class

Vanguard Mid-Cap Index Fund Investor Class

Vanguard Mid-Cap Index Fund Institutional Plus Class

Alger Growth & Income Portfolio Class I2

Capital World Growth and Income Fund Class A

Capital World Growth and Income Fund Class 529-A

Capital World Growth and Income Fund Class 529-E

Capital World Growth and Income Fund Class 529-F-2

Capital World Growth and Income Fund Class F-3

Capital World Growth and Income Fund Class R-1

Capital World Growth and Income Fund Class R-5

Capital World Growth and Income Fund Class R-2

Capital World Growth and Income Fund Class R-5E

American Balanced Fund Class A

American Balanced Fund Class F2

American Balanced Fund Class C

American Balanced Fund Class 529-A

American Balanced Fund Class 529-F

American Balanced Fund Class 529-F-3

American Balanced Fund Class R2

American Balanced Fund Class R5

American Balanced Fund Class R3

American Balanced Fund Class R-5E

Principal Large Cap Growth Fund I Class I

Putnam Large Cap Growth Fund Class Y

Putnam Large Cap Growth Fund Class C

Principal Large Cap Growth Fund I Institutional Class

Principal Large Cap Growth Fund I Class R-5

SIMT Tax-Managed Large Cap Fund Class F

Alger Growth & Income Fund Class A

Alger Balanced Portfolio Class I2

DWS Capital Growth Fund Class A

DWS Capital Growth Fund Class Institutional

American Funds Global Balanced Fund Cl 529-A

American Funds Global Balanced Fund Cl 529- F-1

American Funds Global Balanced Fund Class 529-F-3

American Funds Global Balanced Fund Cl A

American Funds Global Balanced Fund Cl F-1

American Funds Global Balanced Fund Class F-3

American Funds Global Balanced Fund Cl R-2

American Funds Global Balanced Fund Cl R-6

American Funds Global Balanced Fund Class R-5E

Russell Global Equity Fund Class A

Russell Global Equity Fund Class C

American Funds Global Balanced Fund Class R2E

New Perspective Fund Class A

New Perspective Fund Class 529-C

New Perspective Fund Class 529-E

New Perspective Fund Class 529-F-2

New Perspective Fund Class F-3

New Perspective Fund Class C

New Perspective Fund Class R-1

New Perspective Fund Class R-3

New Perspective Fund Class R-5

New Perspective Fund Class R-5E

PRIMECAP Odyssey Aggressive Growth Fund

SIMT Large Cap Fund Class Y

Vanguard Primecap Fund Investor Class

Allspring Diversified Income Builder Fund institutional Class

Allspring Diversified Income Builder Fund Class A

Federated Hermes MDT Mid Cap Growth Fund Class C

Federated Hermes MDT Mid Cap Growth Fund Class R6

JPMorgan Hedged Equity Fund Class A

JPMorgan Hedged Equity Fund Class R5

JPMorgan Hedged Equity 2 Fund Class A

JPMorgan Hedged Equity 2 Fund Class R5

JPMorgan Hedged Equity 2 Fund Class I

JPMorgan Hedged Equity 3 Fund Class C

JPMorgan Hedged Equity 3 Fund Class A

Vanguard Capital Opportunity Fund

Franklin Income Fund Class C

Franklin Income Fund Class A1

Franklin Income Fund Class R6

Fidelity Series All Sector Equity Fund

JPMorgan Equity Premium Income Fund Class A

JPMorgan Equity Premium Income Fund Class R5

JPMorgan US Research Enhanced Equity Fund Class A

JPMorgan US Research Enhanced Equity Fund Class R6

JPMorgan US GARP Equity Fund Class C

JPMorgan US GARP Equity Fund Class R6