R7I.GR

Renewables Infrastructure Group (The) Ltd

ERW.TB

The Erawan Group Public Company Limited

CI

The Cigna Group

BX

The Blackstone Group L.P.

NAVG

The Navigators Group, Inc.

OOBHF

On The Beach Group PLC

ULTI L 05/04/26 7.BBG013JZ3CR5.NOEXCHANGE

The Ultimate Software Group, Inc.

PFJHX

The Pacific Financial Group

HGH

The Hartford Financial Services Group, Inc. DEB FIX/FLT 42

GRZZX

Leuthold Global Fund Institutional Class

VBAIX

Vanguard Balanced Index Fund Institutional Shares

GLBLX

Managed Portfolio Series - Leuthold Global Fund Retail Class

VBAL.CN

Vanguard Balanced Portfolio

VCAIX

Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares

LCRIX

Leuthold Core Investment Fund Institutional Class

VGWLX

Vanguard Global Wellington Fund Investor Shares

GLBIX

Managed Portfolio Series - Leuthold Global Fund Institutional Class

VCOBX

Vanguard Core Bond Fund Admiral Shares

VCSAX

Vanguard Consumer Staples Index Fund Class Admiral Shares

LCORX

Managed Portfolio Series - Leuthold Core Investment Fund Retail Class

VFIAX

Vanguard 500 Index Fund Admiral Shares

VFINX

Vanguard 500 Index Fund Investor Shares

VFFSX

Vanguard 500 Index Institutional Select Shares

VBIAX

Vanguard Balanced Index Fund Admiral Shares

VWOB

Vanguard Emerging Markets Government Bond Index Fund ETF Shares

VBINX

Vanguard Balanced Index Fund Investor Shares

VEMRX

Vanguard Emerging Markets Stock Index Fund Institutional Plus Shares

VCADX

Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares

VDE

Vanguard Energy Index Fund ETF Shares

VCLAX

Vanguard California Long-Term Tax-Exempt Fund Admiral Shares

VGWIX

Vanguard Global Wellesley Income Fund Investor Shares

VCDAX

Vanguard Consumer Discretionary Index Fund Admiral Shares

VOX

Vanguard Communication Services Index Fund ETF Shares

VEXAX

Vanguard Extended Market Index Fund Admiral Shares

VTCAX

Vanguard Communication Services Index Fund Admiral Class

LCR

Managed Portfolio Series

VEXMX

Vanguard Extended Market Index Fund Investor Shares

VCR

Vanguard Consumer Discretionary Index Fund ETF Shares

VEU

Vanguard FTSE All-World ex-US Index Fund ETF Shares

VDC

Vanguard Consumer Staples Index Fund ETF Shares

VFSNX

Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares

VCORX

Vanguard Core Bond Fund Investor Shares

VTMGX

Vanguard Developed Markets Index Fund Admiral Shares

VDIPX

Vanguard Developed Markets Index Fund Institutional Plus Shares

VTMNX

Vanguard Developed Markets Index Fund Institutional Shares

VDVIX

Vanguard Developed Markets Index Fund Investor Shares

VDEQX

Vanguard Diversified Equity Fund Investor Shares

VEGBX

Vanguard Emerging Markets Bond Fund Admiral Shares

VEMBX

Vanguard Emerging Markets Bond Fund Investor Shares

VGAVX

Vanguard Emerging Markets Government Bond Index Fund Admiral Shares

VCMDX

Vanguard Commodity Strategy Fund Admiral Shares

VGIVX

Vanguard Emerging Markets Government Bond Index Fund Institutional Shares

VMMSX

Vanguard Emerging Markets Select Stock Fund Investor Shares

VEMAX

Vanguard Emerging Markets Stock Index Fund Admiral Shares

VEVFX

Vanguard Explorer Value Fund Investor Shares

VEMIX

Vanguard Emerging Markets Stock Index Fund Institutional Shares

VEIEX

Vanguard Emerging Markets Stock Index Fund Investor Shares

VENAX

Vanguard Energy Index Fund Admiral Shares

VHCOX

Vanguard Capital Opportunity Fund Investor Shares

VSGX

Vanguard ESG International Stock

VCEB

Vanguard ESG U.S. Corporate Bond ETF

ESGV

Vanguard ESG US Stock

VEURX

Vanguard European Stock Index Fund Investor Shares

VESIX

Vanguard European Stock Index Fund Institutional Shares

VHCAX

Vanguard Capital Opportunity Fund Admiral Shares

VEUPX

Vanguard European Stock Index Fund Institutional Plus Shares

VEUSX

Vanguard European Stock Index Fund Admiral Shares

EDV

Vanguard Extended Duration Treasury Index Fund ETF Shares

VEDIX

Vanguard Extended Duration Treasury Index Fund Institutional Plus Shares

VEDTX

Vanguard Extended Duration Treasury Index Fund Institutional Shares

VCITX

Vanguard California Long-Term Tax-Exempt Fund Investor Shares

VXF

Vanguard Extended Market Index Fund ETF Shares

VEMPX

Vanguard Extended Market Index Fund Institutional Plus Shares

VIEIX

Vanguard Extended Market Index Fund Institutional Shares

LSLTX

Leuthold Select Industries Fund

VFAIX

Vanguard Financials Index Fund Admiral Shares

VFH

Vanguard Financials Index Fund ETF Shares

VFWAX

Vanguard FTSE All-World ex-US Index Fund Admiral Shares

SIMTX

AB International Portfolio

VFWPX

Vanguard FTSE All-World ex-US Index Fund Institutional Plus Shares

VFWSX

Vanguard FTSE All-World ex-US Index Fund Institutional Shares

VSS

Vanguard FTSE All-World ex-US Small-Cap Index Fund ETF Shares

VGWAX

Vanguard Global Wellington Fund Admiral Shares

VFSAX

Vanguard FTSE All-World ex-US Small Capital Index Fund Admiral Shares

VEA

Vanguard FTSE Developed Markets Index Fund ETF Shares

VWO

Vanguard FTSE Emerging Markets Index Fund ETF Shares

VGK

Vanguard FTSE Europe Index Fund ETF Shares

VPL

Vanguard FTSE Pacific Index Fund ETF Shares

VFTAX

Vanguard FTSE Social Index Fund Admiral

VFTNX

Vanguard FTSE Social Index Fund Institutional Shares

VGCAX

Vanguard Global Credit Bond Fund Admiral Shares

VGCIX

Vanguard Global Credit Bond Fund Investor Shares

VHGEX

Vanguard Global Equity Fund Investor Shares

VGRLX

Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares

VNQI

Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares

VGRNX

Vanguard Global ex-U.S. Real Estate Index Fund Institutional Shares

VMNVX

Vanguard Global Minimum Volatility Fund Admiral Shares

VMVFX

Vanguard Global Minimum Volatility Fund Investor Shares

VGYAX

Vanguard Global Wellesley Income Fund Admiral Shares

VIGAX

Vanguard Growth Index Fund Admiral Shares