ClearBridge Mid Cap Growth Fund Class I

ClearBridge Mid Cap Growth Fund Class IS

Fidelity Select Industrials

Vaughan Nelson Select Fund Class C

Vaughan Nelson Select Fund Class Y

Goldman Sachs Mid Cap Value Fund Class C

Goldman Sachs Mid Cap Value Fund Class R6

Goldman Sachs Mid Cap Value Fund Class P Shares

Goldman Sachs Mid Cap Value Fund Service Class

Neuberger Quality Equity Fund Investor Class

Neuberger Quality Equity Fund Class C

Neuberger Quality Equity Fund Class R3

Neuberger Quality Equity Fund Class E

AB Mid Cap Value Portfolio Class Z

John Hancock Fundamental Large Cap Core Fund Class R4

John Hancock Fundamental Large Cap Core Fund Class R5

John Hancock Fundamental Large Cap Core Fund Class R6

John Hancock Fundamental Large Cap Core Fund Class A

Sterling Capital Mid Cap Relative Value Fund Instl Class

Sterling Capital Mid Cap Relative Value Fund Class C

Sterling Capital Small Cap Value Fund Class R6

Sterling Capital Small Cap Value Fund Class A

John Hancock Variable Insurance Trust Fundamental Large Value Trust Series II

John Hancock Variable Insurance Trust Fundamental Large Cap Value Trust Series I

Brown Advisory Flexible Equity Fund Advisor Shs

Eventide Gilead Fund Class A

Eventide Gilead Fund Class N

John Hancock Funds II Global Equity Fund Class C

John Hancock Funds II Global Equity Fund Class I

John Hancock Funds II Global Equity Fund Class R4

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

ClearBridge Mid Cap Fund Class R

ClearBridge Mid Cap Fund Class A

ClearBridge Mid Cap Fund Class I

Applied Finance Select Fund Investor Class Shares

ClearBridge Sustainability Leaders Fund Class C

ClearBridge Sustainability Leaders Fund Class A

ClearBridge Sustainability Leaders Fund Class I

John Hancock Variable Insurance Trust Fundamental All Core Trust Series Nav

John Hancock Variable Insurance Trust Fundamental All Core Trust Series II

MSIF Global Concentrated Portfolio - Class C

MSIF Global Concentrated Portfolio - Class R6

Goldman Sachs Mid Cap Growth Fund Class A

Goldman Sachs Mid Cap Growth Fund Cl R

Goldman Sachs Mid Cap Growth Fund Investor Class

Goldman Sachs Mid Cap Growth Fund Class P Shares

ClearBridge Variable Mid Cap Portfolio Class II

Impax Large Cap Fund Institutional Class

Timothy Plan Small/Mid Cap Growth Fund Class C

Bridges Investment Fund

Eventide Large Cap Focus Fund Class C

Eventide Large Cap Focus Fund Class Fund N

Fidelity Advisor Industrials Fund Class C

Fidelity Advisor Industrials Fund Class M

Fidelity Advisor Industrials Fund Class Z

John Hancock Fundamental Equity Income Fund Class C

John Hancock Fundamental Equity Income Fund Class R6

Alger Mid Cap Focus Fund Class Z

Alger Mid Cap Focus Fund Class C

Marsico Midcap Growth Focus Fund Class Institutional

John Hancock Variable Insurance Trust Global Equity Trust Series 2

John Hancock Variable Insurance Trust Global Equity Trust Series I

MSIF Global Core Portfolio - Class C

MSIF Global Core Portfolio - Class R6

Virtus Ceredex Large Cap Value Equity Fund Class R6

Virtus Ceredex Large Cap Value Equity Fund Class A

ClearBridge Select Fund Class I

ClearBridge Select Fund Class C

ClearBridge Select Fund Class IS

X-Square Balanced Fund LLC Institutional Class

Jensen Quality MidCap Fund I Shares

Jensen Quality MidCap Fund Y Shares

Putnam Focused Equity Fund Class A

Putnam Focused Equity Fund Class R

Putnam Focused Equity Fund Class R6

John Hancock Disciplined Value Fund Class R2

John Hancock Disciplined Value Fund Class R6

John Hancock Disciplined Value Fund Class C

John Hancock Disciplined Value Fund Class I

MSIF US Core Portfolio - Class A

MSIF US Core Portfolio - Class R6

Thrivent Mid Cap Stock Fund Class S

The Gabelli Small Cap Growth Fund

The Gabelli Small Cap Growth Fund

Virtus Silvant Mid-Cap Growth Fund Class C

Virtus Silvant Mid-Cap Growth Fund Class R6

Franklin Mutual Quest Fund Class R

Huber Select Large Cap Value Fund Investor Class

Franklin Mutual Quest Fund Class C

Victory Pioneer Disciplined Growth Fund Class C

Victory Pioneer Disciplined Growth Fund Class Y

Elfun Trusts

Franklin Small - Mid Cap Growth Fund Class A

Franklin Small -Mid Cap Growth Fund Advisor Class

Azzad Ethical Fund

Nomura Opportunity Fund Class C

Nomura Opportunity Fund Class R6

PGIM Jennison Value Fund Class R

PGIM Jennison Value Fund Class C

PGIM Jennison Value Fund Class R6

State Street Premier Growth Equity V.I.S. Fund Class 1

AB Core Opportunities Fund

AB Core Opportunities Fund Inc Advisor Class

Huber Large Cap Value Fund Institutional Class

Putnam Sustainable Leaders Fund Class C

Putnam Sustainable Leaders Fund Class R

Putnam Sustainable Leaders Fund Class R6

Alger Mid Cap Growth Institutional Fund Class Z-2

NAA SMid Cap Value Fund Class A

NAA SMid Cap Value Fund Institutional Class

Alger Mid Cap Growth Fund Class Z

Alger Mid Cap Growth Fund Class C

Neuberger Berman Mid Cap Growth Fund Advisor Class

Neuberger Berman Mid Cap Growth Fund Trust Class

Neuberger Berman Mid Cap Growth Fund Class C

Neuberger Berman Mid Cap Growth Fund Class R3

Victory Pioneer Global Equity Fund Class C

Victory Pioneer Global Equity Fund Class R6

Franklin Mutual Small-Mid Cap Value Fund Class R6

Franklin Mutual Small-Mid Cap Value Fund Advisor Class

Putnam Large Cap Value Fund Class C

Putnam Large Cap Value Fund Class A

Putnam Large Cap Value Fund Class R6

JPMorgan US Equity Fund Class A

JPMorgan US Equity Fund Class R6

JPMorgan US Equity Fund Class R4

JPMorgan US Equity Fund Class R2

State Street US Core Equity Fund

Franklin Equity Income Fund Class R6

Franklin Equity Income Fund Class R

Victory Integrity Mid-Cap Value Fund Class A

Victory Integrity Mid-Cap Value Fund Member Class

Victory Integrity Mid-Cap Value Fund Class Y

Vanguard Mid-Cap Value Index Fund Admiral

State Street Institutional US Equity Fund Investment Class

Victory Pioneer Balanced Fund Class A

Catholic Responsible Investments Multi Style US Equity Fund Class Institutional

Victory Pioneer Balanced Fund Class C

AB Growth Fund Class I

AB Growth Fund Class A

LKCM Equity Fund

American Funds US Small & Mid Cap Equity Fund Class 529-C

American Funds US Small & Mid Cap Equity Fund Class 529-F-1

American Funds US Small & Mid Cap Equity Fund Class 529-F-3

American Funds US Small & Mid Cap Equity Fund Class R2E

American Funds US Small & Mid Cap Equity Fund Class R3

American Funds US Small & Mid Cap Equity Fund Class R5

American Funds US Small & Mid Cap Equity Fund Class R6

American Funds US Small & Mid Cap Equity Fund Class C

American Funds US Small & Mid Cap Equity Fund Class F2

Industrials Ultra Sector ProFund Investor Class

Trillium ESG Global Equity Fund Institutional Class

James Balanced Golden Rainbow Fund Retail Class

AMCAP Fund Class A

AMCAP Fund Class C

AMCAP Fund Class 529-A

AMCAP Fund Class 529-E

AMCAP Fund Class F-3

AMCAP Fund Class 529-F-2

AMCAP Fund Class R2E

AMCAP Fund Class R-3

AMCAP Fund Class R-5

AMCAP Fund Class R-6

JPMorgan US Sustainable Leaders Fund Class C

JPMorgan US Sustainable Leaders Fund Class I

Boston Partners Global Equity Fund Institutional Class

Boston Partners Global Equity Fund Class R6

Putnam Sustainable Future Fund Class A

Putnam Sustainable Future Fund Class Y

Eventide Dividend Growth Fund Class A

Eventide Dividend Growth Fund Class I

SIMT Mid-Cap Fund Class F

SIMT Mid-Cap Fund Class I

American Century Large Cap Equity Fund R5 Class

American Century Large Cap Equity Fund R Class

American Century Large Cap Equity Fund G Class

American Century Large Cap Equity Fund R6 Class

NAA Mid Growth Fund Institutional Class