Daniel Heimowitz

Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to several client types, which includes Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles.

The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO

Assured Guaranty Municipal Corp. provides financial services the focuses on municipal bonds and international infrastructure financing. It offers public finance, global infrastructure, global structured finance, and reinsurance. The company is headquartered in New York, NY.

Sheltering Arms Children & Family Services, Inc. provides education, youth development, and health and wellbeing services to the children, youth, and families. The company was founded in 1831 and is headquartered in New York, NY.

The Nelson A. Rockefeller Institute of Government is the public policy research arm of the State University of New York. It conducts nonpartisan, data-driven research and analysis on state and local government and finance, American federalism, public management, and New York State issues. The company was founded in 1981 and is headquartered in Albany, NY.

Build America Mutual Assurance Co. is an insurance company that provides durable and transparent protection against default while acting as an industry utility providing efficient funding and savings for issuers who provide essential public infrastructure. The company is based in New York, NY. The company offers BAM GreenStar Municipal Bonds for high-quality infrastructure investments that help reduce water and air pollution and support sustainable development. More than $500 million of insured bonds trade in the secondary market each week, with block sizes ranging from $5,000 to several million dollars. The company was founded by Robert Phillips Cochran. Séan W. McCarthy has been the CEO of the company since 2012.

Delegate Advisors LLC operates as a fee-only, independent advisor. It provides institutional quality, independent, objective investment and advisory solutions. The company was founded by Dennis Michael Miner in January 2012 and is headquartered in Chapel Hill, NC.

Bondlink, Inc. provides the information related to bonds. It helps government issuers borrow more efficiently in the municipal bond market. The company was founded by Colin MacNaught and Carl Query and is headquartered in Boston, MA.

City Different Holdings LP (dba City Different Investments) is a SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded in 2020 and is a subsidiary of City Different Investments LLC. City Different Investments provides investment management services to high net worth and institutional clients.

Part of JPMorgan Chase & Co., JPMorgan Futures, Inc. is a company that offers security brokerage services. The company is based in New York, NY.