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Heliogen Inc. HLGN (*NYSE)

Headquarters: United States 130 W Union St. Pasadena, CA, U.S.A. 91103 9709240446 www.heliogen.com

Inspirato Inc. ISPO (*NASDAQ)

Headquarters: United States 1544 Wazee Street Denver, CO, U.S.A. 80202 3035867771 www.inspirato.com

Lepidico Ltd. LPD (Australian)

Headquarters: Australia 23 Belmont Ave, Belmont Leederville, Western Au, Australia 6104 61893637800 www.lepidico.com

OneSpaWorld Holdings Ltd. OSW (*NASDAQ)

Headquarters: Bahamas Pineapple Business Park Office Number 2 Airport Industrial Park P.O. Box N-624 Nassau, Bahamas 33146 2423222670 www.onespaworld.com

Veganz Group AG VEZ (XETRA (Germany))

Headquarters: Germany Warschauer Strasse 32 Berlin, Germany 493029363780

Vente Unique.Com SA ALVU (Euronext - Paris)

Headquarters: France 9/11 Rue Jacquard Pre-ST-Gervais, France 93310 33153673678 www.vente-unique.com

Ventia Services Group Ltd. VNT (Australian)

Headquarters: Australia Level 8 80 Pacific Highway North Sydney, NSW, Australia 2060 61300836842 www.ventia.com

Ventyx Biosciences Inc. VTYX (*NASDAQ)

Headquarters: United States 662 Encinitas Blvd., Ste. 250, Suite 250 Encinitas, CA, U.S.A. 92024 8589452393 www.ventyxbio.com

Ryan Specialty Holdings Inc. RYAN (*NYSE)

Headquarters: United States 155 North Wacker Dr., Suite 4000 Chicago, IL, U.S.A. 60606 3127846001 www.ryanspecialty.com

Daimler Truck Holding AG DTG (XETRA (Germany))

Headquarters: Germany Fasanenweg 10 Leinfelden-Echterdingen, Germany 70771 4971184850 www.daimlertruck.com

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Eaton Vance Global Income Builder Fund EDIAX,EDICX,EDIIX,EDIRX,EDIAX.lw

1825 Connecticut Avenue NW, Suite 400, Washington, DC, United States 20009-5727

Victory Pioneer Global Equity Fund PGEKX,PRGEX,GLOSX,GBSLX,GCSLX,GLOSX.lw,PGSYX

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

DFA Emerging Markets II Portfolio DFETX

1299 Ocean Avenue, 11th Floor, Santa Monica, CA, United States 90401

Transamerica Short-Term Bond TSTIX,TASTX,TASBX,ITATX,TAAUX,TAAQX,TAASX,TSIWX,ITAAX,ITACX,ITAAX.lw

1801 California Street, Suite 5200, Denver, CO, United States 80202

Nuveen CA High Yield Municipal Bond Fund NAWSX,NCHAX,NCHCX,NCHRX,NCHAX.lw

John Nuveen & Co. Inc., Chicago, IL, United States 60606

Franklin Emerging Market Debt Opps Fund FEMDX

One Franklin Parkway, Building 970, 1st Floor, San Mateo, CA, United States 94403

MassMutual Small Cap Val Eq Fund MMQIX,MMQFX,MMQTX,MMNKX,MMQYX,MMQSX,MMQLX,MMQAX,MMQAX.lw

100 Bright Meadow Blvd.,, Enfield, CT, United States 06082

American Century International Val Fd ACVDX,ACAFX,MEQAX,MEQAX.lw,ACCOX,ACVUX,ACEVX,ACVRX

P.O. Box 419200,4500 Main Street, Kansas City, MO, United States 64141

Loomis Sayles High Income Opps Fund LSIOX

399 Boylston Street, Boston, MA, United States 02116

First Trust Morningstar Dividend Ldrs Fd FDL

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

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MFA Wealth

Director of Financial Planning
Moralis Technologies
PITTSBURGH, PA
See Website

Scott Wright

Advisor
Idle Hill Advisors LLC
Greenville, SC

Greg Terhune

Financial Advisor
Edward Jones
Cuyahoga Falls, OH