Hassell McClellan

John Hancock Preferred Income Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of current income consistent with preservation of capital by investing its assets in preferred stocks or other preferred securities, including convertible preferred securities. The company was founded on August 27, 2002 and is headquartered in Boston, MA.

John Hancock Preferred Income Fund II is a closed-end investment fund, which engages in reverse repurchase agreements and invests in derivatives to establish investment leverage or for temporary purposes. The company was founded on November 29, 2002 and is headquartered in Boston, MA.

John Hancock Hedged Equity & Income Fund is a closed-end fund management investment company. The fund seeks to provide total return with a focus on current income and gains and also consisting of long-term capital appreciation The company was founded on May 26, 2011 and is headquartered in Boston, MA.

John Hancock Premium Dividend Fund operates as a closed-end investment fund/trust. The company was founded on December 21, 1989 and is headquartered in Boston, MA.

John Hancock Preferred Income Fund III operates as a closed-end management investment company. It seeks to provide a high level of current income consistent with preservation of capital by investing in securities that, in the opinion of the Advisor, may be undervalued relative to similar securities in the marketplace. The company was founded on June 19, 2003 and is headquartered in Boston, MA.

John Hancock Tax Advantaged Dividend Fund operates as a closed-end investment fund/investment trust. It seeks to provide a high level of after-tax total return from dividend income and capital appreciation by investing its assets in dividend-paying common and preferred securities. The firm investment management services are provided through John Hancock Advisers, Inc. The company was founded in 2004 and is headquartered in Boston, MA.

John Hancock Municipal Securities Trust is an open-end management investment company, which control as a Massachusetts business trust. Its objective is to generate interest income exempt from federal income tax with preservation of capital. The company is headquartered in Boston, MA.

John Hancock Collateral Trust is a fund that engages in the investment in money market instruments. The company was founded on on December 4, 2014 and is headquartered in Boston, MA.

John Hancock Tax-Advantaged Global Shareholder Yield Fund operates as a closed-end investment fund. It intends to provide total return consisting of current income and gains and long term capital appreciation. The company was founded on April 23, 2007 and is headquartered in Boston, MA.

Investors Financial Services Corp. operated as a holding company. It provided asset administration services for the financial services industry through its wholly-owned subsidiaries. Investors Financial Services was founded in 1995 and was headquartered in Boston, MA.

Connecticut River Bancorp is a bank holding company. It provides a variety of banking services to individuals and corporate businesses through its wholly-owned subsidiary Connecticut River Bank, N.A. The company's primary lending products are commercial, real estate and consumer loans. Its deposit products are checking accounts, savings accounts and certificates of deposit. Connecticut River Bancorp is headquartered in Charlestown, NH.

The Moorings, Inc. is a retirement community provider that has been offering premier retirement living in Southwest Florida for over three decades. The private company is based in Naples, FL. The company's latest addition, Moorings Park Grande Lake, is a brand new lakefront retirement community that takes the concept of senior living to new heights. The company also offers a Care 360 concierge healthcare program that provides compassionate care delivered by trained physicians in partnership with NCH Healthcare System.

KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY.

Putnam Hospital Center is a medical and surgical hospital located in Carmel, NY. The hospital provides a range of medical and surgical services to patients in the surrounding area.

Founded in 1985, Emerson Investment Management LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm manages assets for individuals, couples, multi-generational families and small institutions.

Hudson Castle Group, Inc. provided capital management solutions. The company was founded in 1996 and headquartered in New York, NY.

John Hancock Investors Trust is a closed-end investment fund, which engages in investment activity. Its objective is to generate income for distribution to its shareholders. It also seeks capital appreciation. It invests in a diversified portfolio of corporate and government bonds. The company was founded on October 26, 1970 and is headquartered in Boston, MA.

John Hancock GA Mortgage Trust functions as pooled investment fund. The company is headquartered in Boston, MA.

John Hancock GA Senior Loan Trust operates as a closed-end diversified management investment company. It specializes as an investment vehicle that invests its net assets in senior loans. The company wasf ounded on May 31, 2018 and is headquartered in Boston, MA.

John Hancock Emerging Markets Income Fund is a non-diversified, closed-end management investment company. Its objective is to provide high current income and its secondary investment objective is to seek capital appreciation. The company was founded in 2011 and is headquartered in Boston, MA.

NCH Healthcare System, Inc. provides healthcare systems and services. It offers diagnostics, rehabilitation, home care, nutrition, and ancillary services. The company was founded in 1953 and is headquartered in Naple, FL.