Greg A. Margolis

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.

Mason Street Advisors LLC (MSA) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2001 and is a wholly owned subsidiary of the Northwestern Mutual Life Insurance Co. MSA provides professional portfolio management services for institutional investors by providing continuous investment advice and management based upon the individual needs and objectives of each client.

Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors.

NWQ Investment Management Co. LLC (NWQ) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1982 and is a subsidiary of Nuveen NWQ Holdings LLC, ultimately held by Nuveen Investments, Inc. NWQ provides investment advisory services to a wide variety of retail and high net-worth individual and institutional clients, such as corporate and multi-employer plans, charitable organizations, educational institutions, trust accounts, estates, corporations or other business entities, banks and thrift institutions, insurance companies, governments and municipalities. Additionally, the firm provides investment sub-advisory services to affiliated and unaffiliated open-end and closed-end investment companies, CITs, and UCITS Funds.

Thrivent Investment Management, Inc. (Thrivent) is a SEC-registered investment advisor and fund manager headquartered in Minneapolis, Minnesota. The firm was founded in 1986 and is a subsidiary of Thrivent Financial Holdings, Inc., itself a subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. Thrivent provides investment management and advisory services to individuals, trusts, estates, non-profit organizations, corporations and other business entities.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 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, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals.

US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund.

Madison Asset Management LLC (Madison) is an independent registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Frank Burgess in 1974 and is a subsidiary of Madison Investment Holdings, Inc. Madison provides individual and institutional clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.

Founded in 1985, NatWest Markets Securities, Inc. is a financial services and brokerage firm headquartered in Stamford, Connecticut. The firm is a subsidiary of RBS Holdings USA, Inc. and their ultimate parent is the Royal Bank of Scotland Plc (LSE: RBS). The firm was formerly known as RBS Securities, Inc., RBS Greenwich Capital, and Greenwich Capital Markets, Inc. NatWest is an institutional fixed-income firm that provides a full range of debt capital markets services to both those seeking to raise capital and those seeking to invest it. The firm is an industry leader in the U.S. Treasury, agency and MBS markets and in providing real estate and asset-backed financing to their clients. NatWest also provides futures brokerage services and trade strategies to select clients.

Primary Care Partners LLC provides health care services. It operates as a clinically affiliated network of family practice, internal medicine, and pediatric physician groups in Essex, Hunterdon, Morris, Passaic, Somerset, Sussex, Union and Warren counties. The company is headquartered in Voorhees, NJ.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Saturna Capital Corp. is an independent, SEC-registered investment advisor headquartered in Bellingham, Washington. The firm was founded by Nicholas “Nick” Kaiser in 1989. Saturna Capital advises a variety of accounts divided between (1) investment management accounts for individuals, families, trusts, estates, corporations, and retirement plans and (2) pooled investment funds (mutual funds and private partnerships).

Dana Investment Advisors, Inc. (Dana) is an independent, SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Michael Dana in 1980. Dana provides investment supervisory services to qualified pension and profit-sharing plans, Taft Hartley plans, unions, financial institutions such as banks and credit unions, insurance companies, public sector entities such as cities and counties, health care facilities, corporations, charitable foundations and other charitable organizations, and certain high net -worth individuals. They also act as an investment manager for multiple wrap fee programs that are sponsored by third party institutions. Dana is a socially responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 that is comprised of various mutual fund series.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Part of American Family Insurance Mutual Holding Co., American Family Insurance Co. offers business and personal insurance coverage options for homes, offices, autos, and life. The company is based in Madison, WI. The company's services include markdowns for switching to American Family, savings that reward safe habits, and bundling insurance for maximum savings. American Family Insurance has been protecting the dreams of its clients for nearly 90 years and has brand ambassadors who inspire others to dream fearlessly.

Part of The Joint Commission on Accreditation of Healthcare Organizations, The National Quality Forum (NQF) is a consensus-driven organization that works to improve the quality of American healthcare. The company is based in Washington. NQF's expert committee members represent diverse interests from every healthcare sector, and measures are endorsed only after thoughtful discussion and debate from across the healthcare community. NQF sets national priorities for performance improvement, endorses consensus standards for measuring and reporting performance, and provides education and outreach. Dana Gelb Safran has been the CEO of the American company since 2021. The National Quality Forum was acquired by The Joint Commission on Accreditation of Healthcare Organizations on August 16, 2023.

The Boys & Girls Clubs of Greater Milwaukee provides social services for children. It inspires and empowers young people, especially those who need them the most, to realize their full potential as productive, responsible and caring citizens. The company was founded in 1887 and is headquartered in Milwaukee, WI.

RMR Wealth Advisors LLC (RMR) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. The firm was founded by Erik Mikkelson in 2003 as RMR Financial Advisors LLC and changed their name into RMR Wealth Advisors LLC in 2018. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. RMR specializes in comprehensive retirement planning, wealth management, family financial services and business consulting for professionals, business owners and other affluent clients, as well as those committed to a long-term wealth accumulation strategy.

GuideStar Clinical Trials Management LLC provides administrative support services for hospitals, health systems, academic medical centers and physician practices. Its services include comprehensive site evaluation, resource services, audits, assessment and support. The company is headquartered in Deerfield, IL.

Private Healthcare Systems, Inc. provides health care cost management services. The company provides its services to include self-insured employers, third-party administrators, Taft Hartley Funds, insurance companies and managed care organizations. It meets strategic, financial and quality needs of health care purchasers through care management services. The company was founded in 1985 and is headquartered in Waltham, MA.

The National Federation of the Blind provides services to the blind people. It offers blind people's lives through advocacy, education, research, technology, programs encouraging independence and self-confidence. The company was founded by Jacobus tenBroek on November 16, 1994 and is headquartered in Baltimore, MD.

American LIFECARE, Inc. engages in the provision of managed healthcare services. The company was founded on October 5, 1984 and is headquartered in Baton Rouge, LA.

Future Factory LLC (Future Factory) is an private equity & venture capital firm founded in 2004 by Ed Michael Reggie. The firm is headquartered in New Orleans, Louisiana.

Potawatomi Business Development Corp. operates an investment company for the Forest County Potawatomi Community. Its subsidiary companies and investments provide financial diversification for shareholders and investment partners. The company was founded in 2002 and is headquartered in Milwaukee, WI.

PT Sarana Steel Corp. engages in cutting, rewinding, and supplying steel coil materials. The private company is based in Jakarta, Indonesia. Ibnu Susanto has been the CEO of the Indonesian company since 1973.

Part of Equitable Holdings, Inc., AllianceBernstein Corp. is a company that provides investment management services. The company is based in Nashville, TN. Seth Perry Bernstein has been the CEO of the company since 2017.

Actors Theatre of Louisville is a non-profit company that focuses on technology, social transformation, and liberation. The company is based in Louisville, KY and their mailing address is located at 316 West Main St. The company offers various forms of entertainment such as in-person radio plays, video game streaming, and virtual reality experiences. The company also provides box office information and offer gift certificates. The company has a privacy policy and offer memberships and donation options.

Citi Ventures Inc. (Citi Ventures) is a venture capital subsidiary founded in 2007 by Deborah C. Hopkins. The firm is headquartered in San Francisco, California.