Barbara A. Rose

Harbor Capital Management, Inc. provides investment advisory services. The firm offers services to individuals and businesses. Its services include individual retirement accounts, brokerage accounts, self-directed retirement options, stocks, bonds and CD’s, cash management and check writing, lifestyle and retirement planning and insurance, annuities and long term care. The company was founded by C. Mack Washam and John A. Capets in 1991 and is headquartered in Charlotte, NC.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.

EMD Millipore Corp. engages in the provision of laboratory materials, technologies, and services to the life science industry. The company was founded by Jack Bush in 1954 and is headquartered in Burlington, MA.

Located 20 miles west of Boston in Southborough, Massachusetts, The New England Center for Children (NECC) is a private, nonprofit organization serving children with autism and other related disabilities Since its founding in 1975, The New England Center For Children has remained true to its original mission: providing state-of-the-art education and individualized treatment, with care and with respect, for children with autism and other related disabilities.

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.