Jason C. Berrie

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Titanium Asset Management Corp. provides investment advisory services to institutional and retail clients. It offers U.S. equity, fixed income, international equity and alternative strategies through its four wholly owned subsidiaries and business partners. Titanium Asset Management was founded in 2007 and is headquartered in Milwaukee, WI.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

BMO Asset Management Corp. (BMO AM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2012 and is a wholly-owned subsidiary of BMO Financial Corp. (BMO), which is in turn a wholly-owned subsidiary of Bank of Montreal (TSX: BMO), a Canadian diversified financial services company. BMO AM provides discretionary investment advisory services for, or provides non-discretionary investment advice to, institutions, individuals, and third-party sponsors of and clients participating in wrap-fee programs, as well as common and collective portfolios for which BMO Harris Bank, an affiliate of BMO AM, acts as trustee. In addition, BMO AM provides investment advisory services to private pooled vehicles and to affiliates for the benefit of their clients.

Guggenheim Partners Investment Management LLC (GPIM) is a SEC-registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Partners LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles.

Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.

Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

Fox BSB Holdco, Inc. operates a professional baseball franchise. The firm is a member of the National League West Division of the Major League Baseball (MLB). It also markets sports merchandise, tickets, and collectable baseball game items. The company was founded in 1957and is headquartered in Los Angeles, CA.

Globetrotters Engineering Corp. engages in the provision of architectural, engineering, and construction management services. It offers facility and property management, information technology services, and permit review. The company was founded by Niranjan S. Shah in 1974 and is headquartered in Chicago, IL.

AB CarVal Investors LP (AB CarVal) is a SEC-registered investment advisor and alternative investment fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 2006 as a continuation of Cargill Value Investment (CVI), which was an internal business unit of Cargill, Inc. (Cargill). In 2022, they were acquired by AllianceBernstein LP, which is ultimately owned by Equitable Holdings, Inc. (NYSE: EQH). The firm immediately changed its legal name from CarVal Investors LP to AB CarVal Investors LP. AB CarVal offers investment advisory services to private funds, single-investor vehicles, CLO vehicles, separately managed accounts, and non-discretionary accounts.

IndyMac Bank FSB is a company that provides various types of printers including thermal inkjet printers, continuous inkjet printers, commercial printers, and laser printers. The company is based in Pasadena, CA and has subsidiaries in the United States. The company also offers order printer ink cartridges.

abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Big Brothers Big Sisters of Canada operates as child and youth mentoring charity. The company is headquartered in Toronto, Canada.

Alliance Cost Containment LLC provides cost and expense consulting services. It utilizes proprietary software to measure the savings, discover any billing errors that may exist, and identify ways to improve efficiencies. The firm analyzes and negotiates lower operating costs for the education, non-profit, manufacturing, logistics, and services industries. The company was founded by Miles R. Lee Jr. and Douglas S. Arbuckle in 1992 and is headquartered in Louisville, KY.

W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities.