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Expeditors International of Washington, Inc. EXPD (*NASDAQ)

Headquarters: United States Sterling Plaza 2 3rd Floor 3545 Factoria Blvd. SE Bellevue, WA, U.S.A. 98006 2066743400 www.expeditors.com

Exponent, Inc. EXPO (*NASDAQ)

Headquarters: United States 149 Commonwealth Drive Menlo Park, CA, U.S.A. 94025 6503269400 www.exponent.com

XPO Inc. XPO (*NYSE)

Headquarters: United States Five Greenwich Office Park Greenwich, CT, U.S.A. 06831 2034134003 www.xpologistics.com

ExpressJet Holdings, Inc.

Headquarters: United States 700 N. Sam Houston Pkwy. West, Suite 200 Houston, TX, U.S.A. 77067 8323531000 www.expressjet.com

Extendicare Inc. EXE (Toronto)

Headquarters: Canada 3000 Steeles Avenue East, Suite 700 Markham, Ontario, Canada L3R 9W2 9054704000 www.extendicare.com

Archrock, Inc. AROC (*NYSE)

Headquarters: United States 9807 Katy Fwy Ste 100 Houston, TX, U.S.A. 77024-1276 2818368000 www.archrock.com

Archrock Partners LP APLP (*NASDAQ)

Headquarters: United States 16666 Northchase Dr. Houston, TX, U.S.A. 77060 2818367000 www.archrock.com

Extreme Networks, Inc. EXTR (*NASDAQ)

Headquarters: United States 3585 Monroe Street Santa Clara, CA, U.S.A. 95091-1450 4085792800 www.extremenetworks.com

EXX Inc.

Headquarters: United States 1350 East Flamingo Road, Suite 689 Las Vegas, NV, U.S.A. 89119-5263 2484091070 www.sunstormmanagement.com

Exxon Mobil Corp. XOM (*NYSE)

Headquarters: United States 5959 Las Colinas Blvd Irving, TX, U.S.A. 75039-2298 9724441000 www.exxon.mobil.com

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1789 Growth and Income Fund PSECX,PSEAX,PSEPX,PSEAX.lw

8000 Town Centre Drive, Suite 400, Broadview Heights, OH, United States 44147

Victory Ultra Short-Term Bond UUSTX,UUSIX,URUSX,USBAX

15935 La Cantera Parkway, Building Two, San Antonio, TX, United States 78256

First Trust IndXX NextG ETF NXTG

120 E. Liberty Drive, Suite 400, Wheaton, IL, United States 60187

Boston Partners Long/Short Research Fund BPRRX,BPIRX

1 Beacon St, 30th Floor, Boston, MA, United States 02108

First Trust Preferred Sec & Inc Fd FPEAX,FPECX,FPEFX,FPEIX,FPERX,FPEAX.lw

120 E. Liberty Drive, Suite 400, Wheaton, IL, United States 60187

First Trust/Confluence Small Cap Val Fd FOVRX,FOVAX,FOVCX,FOVIX,FOVAX.lw

120 E. Liberty Drive, Suite 400, Wheaton, IL, United States 60187

AMG GW&K Small/Mid Cap Growth Fund ACWDX,ACWIX,ACWZX

One Stamford Plaza, 263 Tresser Boulevard, Suite 949, Stamford, CT, United States 06901

American Funds Mortgage Fund MFAAX,CMFFX,RMAAX,RMABX,RMACX,RMAEX,RMAFX,RMAGX,MFABX,MFACX,MFAEX,MFAFX,CMFAX,CMFBX,CMFCX,CMFEX,MFAAX.lw,CMFAX.lw,RMBEX,RMAHX,AFFMX,FFMFX,FMMFX

333 S. Hope Street, Los Angeles, CA, United States 90071

American Funds Tax-Exempt Fund of NY NYAAX,NYABX,NYACX,NYAEX,NYAFX,NYAAX.lw,TFNYX

333 S. Hope Street, Los Angeles, CA, United States 90071

Dupree Taxable Municipal Bond Fund DUTMX

P.O. Box 1149, Lexington, KY, United States 40588

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Kevin Gotts

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LPL Financial
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Ceres, CA
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Select Portfolio Management
Aliso Viejo, CA