Tim Pynchon

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments.

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.

Part of The Toronto-Dominion Bank, Commerce Capital Markets, Inc. is a company that provides securities brokerage services. The company is based in Philadelphia, PA.

Green Square Boston LLC provides investment advice. The private company is based in Winchester, MA. The company was founded by Timothy Michael Pynchon. Timothy Michael Pynchon has been the CEO since incorporation.

Principal Street Partners LLC (PSP) is an independent, SEC-registered investment advisor and wealth manager headquartered in Memphis, Tennessee. The firm was founded by Darrell Horn in 2016 as Green Square Asset Management LLC (GSAM) and was affiliated with a high yield municipal portfolio manager, Green Square Capital Advisors LLC (GSCA). The two RIAs, GSAM and GSCA, combined in 2019 and are now collectively registered as one RIA, with GSAM rebranded as Principal Street Partners LLC. PSP provides portfolio management services on a discretionary or non-discretionary basis to individuals, banks, thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, business entities, registered investment companies, mutual fund companies, and pooled investment vehicles such as private funds and funds registered under the 1940 Act.