Brian Muench

Cox Communications, Inc. provides digital cable broadcasting and telecommunications services. It offers digital video, high-speed Internet, telephone, voice, phone and long distance, data and video transport, high definition video, digital cable television, and DVR services over its IP network. The firm provides national and local cable spot and new media advertising services. The company was founded in 1962 and is headquartered in Atlanta, GA.

iShares, Inc. exchange Traded Fund. The Company operates as an open-end management investment company. iShares was founded on September 1, 1994 and is headquartered in San Francisco, CA.

Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices.

Allianz Life Insurance Co. of North America engages in the provision of individual annuities and life insurance products. It operates through the following segments: Individual Annuities, Life, Questar, and Legacy. The Individual Annuities segment includes fixed, fixed-indexed, variable, and variable-indexed annuities that are provided through independent distribution channels made up of agents and registered representatives. The Life segment issues fixed-indexed universal life insurance products, as well as maintains term and whole life in-force blocks that the company no longer sells or distributes. The Questar segment distributes a range of securities products, including mutual funds, variable life insurance, and annuity contracts; and also processes general securities transactions through a clearing arrangement with a third-party provider. The Legacy segment consists of closed blocks of long-term care and special markets products. The company was founded in 1896 and is headquartered in Minneapolis. MN.

Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act.

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.

Metropolitan Life Insurance Co. (Investment Portfolio) (MetLife-IM) is the insurance management division of Metropolitan Life Insurance Co., which is owned by MetLife, Inc. (NYSE: MET), a global provider of insurance, annuities and employee benefit programs. The firm is headquartered in New York City with additional office in Morristown, New Jersey. MetLife-IM offers group dental benefit plans for individuals, employees, retirees and their families and provides dental plan administration for over 20 million people. The firm provides disability products for individuals, as well as employee and association groups who receive them through their employer.

Johnson & Wales University provides hands-on training programs and an 'upside down' curriculum that gives students experience early on with their chosen career (students take courses in their major during the first year). At the end of two years of study, students earn an associates degree and the opportunity to go on to earn a bachelor's degree

Founded in 1991 by Philip Paul, Paul Capital Partners LP is a private equity firm located in San Francisco with additional offices in New York City, Hong Kong, London, Paris and São Paulo.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

iShares Gold Trust Micro engages in owning gold transferred to the trust in exchange for shares issued by the trust. Its objective is to reflect generally the performance of the price of gold. The company was founded in February 2019 and is headquartered in San Francisco, CA.

Part of BlackRock, Inc., iShares Delaware Trust Sponsor LLC provides investment services. The company is based in New York, NY. Shannon Ghia has been the CEO of the company since 2022.

Part of Allianz SE, Allianz Life Insurance Company of Missouri is a financial services company that offers annuities, life insurance, and Buffered ETFs to help manage risks to retirement security. The company is based in Minneapolis, MN. Allianz 360 and Allianz Essential Income 7 provide flexible ways to get income from fixed index annuities, while Allianz Life Pro+ Advantage offers financial protection and complements financial strategies. The company's mission, vision, and history can be found on their website. The CEO of the company is Steven J. Thiel.

Part of Münchener Rückversicherungs-Gesellschaft AG, Munich Re US Life Corp. is a company that provides life and annuities. Munich Re US Life Corp. is based in Minneapolis, MN. The CEO of the company is Giguère Marc-André.

Foreside Fund Officer Services LLC provides investment services. The private company is based in Columbus.

Allianz Life Insurance Co. of North America (Investment Portfolio) (Allianz-IP) is the investment portfolio division of Allianz Life Insurance Co. of North America, an insurance firm headquartered in Minneapolis, Minnesota. They are ultimately owned by Allianz SE (ETR: ALV) in Germany. Allianz-IP was founded in 1896 and provides retirement solutions such as fixed and variable annuities and life insurance for individuals.

Allianz Life Insurance Co. of New York operates as a life insurance company. It operates through the Individual Annuities and Other segments. The Individual Annuities segment provides tax-deferred investment growth and lifetime income opportunities for its customers through fixed, fixed-indexed, variable-indexed, and variable annuities. The Other segment is composed of Life, Long-Term Care, and Special Markets products. The company was founded on September 21, 1982 and is headquartered in New York, NY.

State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts.

BlackRock Institutional Trust Co. NA is a national banking association headquartered in San Francisco, California. The firm was founded in 1999 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately owned by BlackRock, Inc. (NYSE: BLK). They operate as a limited purpose trust firm.

Part of The Hartford Financial Services Group, Inc., Hartford Investment Financial Services LLC provides fund management services. The company is based in Simsbury, CT. The CEOs of the company are Robert Michael Arena, James Edward Davey.