Duncan Borger Ellerton Wilkinson

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Soros Fund Management LLC (SFM) is a privately-held investment management firm now structured as a family office, but which was once a hedge fund manager. The firm was founded in 1969 and is headquartered in New York City. SFM serves as principal investment adviser to a group of funds managed for the benefit of Soros family cl fsients.

The Vanguard Group, Inc. (VGI) is an independent 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 the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries.

Gateway Investment Advisers LLC (Gateway) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1977 and is a wholly-owned subsidiary of Natixis Investment Managers LP (formerly known as Natixis Global Asset Management LP), ultimately held by BPCE SA, a banking group in France. Gateway provides investment advisory services to a broad range of individual and institutional clients.

Natixis Advisors LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm is a subsidiary of Natixis Investment Managers LP, ultimately owned by BPCE SA in France. Natixis Advisors provides advisory services to investment company clients and separately managed account clients as well as multi-asset portfolio solutions for a variety of funds and portfolios. A department of Natixis Advisors also provides portfolio analysis, consulting, and analytic services to investment professionals.

Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB).

The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens.

Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV).

Part of BPCE SA, NGAM Distribution LP is a company based in Boston, MA.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

AEW Capital Management, Inc. provides real estate investment services. The company is headquartered in Boston, MA.

Natixis ETF Trust operates as an open-end management investment company. It was founded on July 25, 2011 and is headquartered in Boston, MA.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Part of Occidental Petroleum Corp., Belco Oil & Gas Corp explores, develops, and produces oil and natural gas. The company is based in New York, NY. Belco Oil & Gas was acquired by Westport Resources Corp. on August 21, 2001 for $278.56 million.

ATEL Capital Group provides asset management, equipment leasing, real estate investment, and venture capital services. The firm finances for equipment including computers, forklifts, and truck trailers. It serves the medical, mining, manufacturing, construction, and telecom industries. The company was founded in 1977 and is headquartered in San Francisco, CA.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

The Partnership, Inc. engages in providing graphic designs. The company was founded by 1987 and is headquartered in Boston, MA.

Natixis Investment Managers International LLC provides fund management services. The company was founded on October 23, 2007 and is headquartered in Boston, MA.

Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY.

Center for the National Interest, Inc. engages in publishing of magazines. It publishes the prominent foreign policy magazine The National Interest. The company was founded by Richard Milhous Nixon in 1994 and is headquartered in Washington, DC.

Part of Centrus Energy Corp., United States Enrichment Corp. is a company that supplies enriched Uranium for nuclear power plants. The company is based in Piketon, OH.

Belfer Center for Science & International Affairs operates as hub of Harvard Kennedy School's. It offers research, teaching, and training in international security and diplomacy, environmental and resource issues, and science and technology policy. The company was founded by Paul Doty in 1973 and is headquartered in Cambridge, MA.

State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT)