David S. Lampert

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.

Los Angeles Capital Management LLC (LACM) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Formerly known as Los Angeles Capital Management & Equity Research, Inc., the firm was founded in 2002 by Thomas Stevens, Hal Williams, and Stuart Matsuda. They are majority owned by LACM Holdings, Inc. LACM offers risk-controlled active equity management services to a broad range of institutional investors.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of Citigroup, Inc., Citicorp Real Estate, Inc. is a real estate company. The company is based in Los Angeles, CA.

Asset Marketing Services LLC provides precious metal collectible coins and bullion. It specializes in marketing and distributing collectible coins and sports memorabilia on behalf of its clients. The company was founded by Nicholas J. Bruyer in 1984 and is headquartered in Eagan, MN.

Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

California Wealth Management Group, Inc. provides investment advice. The private company is based in Carpinteria, CA.

BlackRidgeBANK is a state-chartered commercial bank based in Fargo, ND and has subsidiaries in the United States. The private company provides banking services to individuals and businesses.

Transamerica Life Insurance Co. (Investment Portfolio) (Transamerica-IP) is the investment portfolio division Transamerica Life Insurance Co., an insurance company headquartered in Cedar Rapids, Iowa. The firm is a subsidiary of Commonwealth General Corp., which is ultimately owned by Aegon NV (AMS: AGN) in The Netherlands. Transamerica-IP offers a diverse array of mutual funds that aim to provide confidence in any market environment.