Andrew Swen Ulland

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Ulland Investment Advisors LLC (UIA) is an independent registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded by James (Jim) Ulland in 1997 and changed its operating structure from a Corporation 100% owned by its founder to a Limited Liability Company (LLC) partnership with four partners in 2020. UIA provides investment supervisory services to high-net-worth clients and manages endowments, trusts, IRAs, rollover IRAs, 401ks, Family Limited Partnerships, and individual taxable accounts.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Founded in 1993 by Andrew Wyatt, Cornerstone Capital Management LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investment portfolios for institutions, Taft Hartley funds, foundations, endowments and high net-worth individuals and their families.