David M. Goldsmith

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

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.

Part of Federated Hermes, Inc., Federated Investors Trust Co. is a company that provides investment advice services. The company is based in Sicklerville, NJ.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Federated Investment Counseling (FIC) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., which is ultimately owned by Federated Hermes, Inc. (NYSE: FHI). FIC offers investment advisory services to high-net-worth individuals through separate accounts (Separate Accounts) and serves as the investment manager or model provider in certain separately managed accounts or wrap fee programs.

Spectrum Capital, Inc. is a private company based in Omaha, NE.

Part of Federated Hermes, Inc., Federated Advisory Services Co. provides investment advisory services. The company is based in Pittsburgh, PA. John Basil Fisher has been the CEO of the company since 2006.

Federated Equity Management Company of Pennsylvania (FEMCOPA) is a mutual fund manager headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FEMCOPA provides investment advisory services to individuals, high net-worth individuals, corporations, business entities and other institutional investors, banks, thrift institutions and other financial institutions, private, federal, state or government pension and profit-sharing plans, trusts, estates, charitable foundations and organizations, federal, state and municipal government entities, foreign accounts, and collective or common funds, private funds, and other pooled investment vehicles.

Part of Federated Hermes, Inc., Federated Securities Corp. provides fund management services. The company is based in Pittsburgh, PA and was founded in 1970.

Federated Municipal Term Trust acts as closed-end investment fund/investment trust. The company is headquartered in Warrendale, PA.

Federated Trade Finance Income Fund is a closed end investment fund. The company was founded in 1955 and is headquartered in Warrendale, PA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA.

Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors.

Wall Street Italia, Inc. operates an internet site that provides financial news and information in Italian. The private company is based in New York, NY.

Founded in 1989, ScotiaMcLeod, Inc. is a broker/dealer headquartered in Montreal, Quebec. The firm is a subsidiary of Bank of Nova Scotia (NYSE, TOR: BNS). Scotia McLeod offers a full array of investment services bond including stock and money market trading, corporate and government finance, mergers and acquisitions, commodities and futures, personal investment services and mutual funds.

Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students.

Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC.

Federated Global Investment Management Corp. (FGIM) is a SEC-registered investment advisor and registered commodity pool operator headquartered in New York City. The firm was founded in 1995 and is also known as Federated Clover Investment Advisors. They are a wholly-owned subsidiary of FII Holdings, Inc., which is wholly-owned by Federated Hermes, Inc. (NYSE: FHI). FGIM is a multi-strategy investor that manages portfolios of equity and fixed-income investments for institutional and private clients.

Federated Hermes Ltd. is the Great Britain-based investment management subsidiary of Federated Holdings UK II Ltd., which is ultimately held by Federated Hermes, Inc. (NYSE: FHI) in the US. The firm was founded in 1983 and formerly known as Hermes Fund Managers Ltd. Headquartered in London, Federated Hermes provides specialized capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and proven liquidity-management solutions to investors around the world.

Quantitative Risk Management, Inc. is a private company based in Chicago, IL. Quantitative Risk Management, Inc. specializes in providing risk management solutions using quantitative analysis. With their expertise in financial modeling and data analysis, they help clients in various industries make informed decisions to mitigate risks and optimize their portfolios. The company's services include risk assessment, stress testing, and scenario analysis, all aimed at helping businesses navigate the complexities of risk management. With a strong focus on quantitative methods and cutting-edge technology, Quantitative Risk Management is a trusted partner for companies looking to enhance their risk management strategies.

Citizens Financial Group, Inc. provides financial services. It offers checking and savings accounts, home borrowing solutions, student loans, credit cards and personal loans. The company is headquartered in Hartford, CT.

Federated Hermes Adviser Series is an open-end, management investment company. It invests in equity securities, fixed-income securities, convertible securities, foreign securities, and derivative contracts. The company was founded on May 2017 and is headquartered on Warrendale, PA.

Determined.AI, Inc. develops deep learning workflows. Its AutoML platform, simplifies the entire deep learning workflow from data management to model training and deployment. The company was founded by Neil Conway, Evan Sparks, and Ameet Talwalkar in June 2017 and is headquartered in San Francisco, CA.