David Rolland Shook

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

Revitas, Inc. engages in the delivering integrated solutions for contract, revenue and compliance management. The company was founded in 1989 and is headquartered in Philadelphia, PA.

Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities.

Stonerise Capital Management LLC (Stonerise Capital) is an independent hedge fund manager headquartered in San Francisco, California. The firm was founded by Jeffrey Cozad, Jose Francisco Medeiros and John Walker in 2007. Stonerise Capital provides discretionary investment advisory services to private investment funds.

Coravin, Inc. develops new technology for tapping bottles of wine. Its system allows users to access and pour their favorite wines by the glass without pulling the cork. The firm offers wine access needles, triggers, capsules, clamps, needle assortment kits, carry cases, vintage needles, faster pour needles, standard replacement needles, wine bottle sleeve on bottles, and replacement base products. The company was founded by Greg Lambrecht and Josh Makower in 2011 and is headquartered in Burlington, MA.

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.

SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

The Port Authority of New York and New Jersey manages and maintains the bridges, tunnels, bus terminals, airports, PATH and seaport that are critical to the bistate region's trade and transportation capabilities. Through facilities and services, people are able to make vital connections and businesses are able to grow. Providing safe and efficient travel is highest priority, and enhancing the well being of everyone who lives, works and travels here is strongest commitment.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

National Bureau of Economic Research, Inc. was founded in 1920. The non-profit company is based in Cambridge, MA. The company provides investment research.

The National Association of Insurance Commissioners is an organization that aims to safeguard public interest, enhance competition in the insurance market, and improve state regulation of insurance. The non-profit company is based in Kansas City, MO and has subsidiaries in the United States. The organization provides various services such as publications, technology solutions, products, and data products. It also offers access to financial data and reports for insurance companies and groups.

Neuspera Medical, Inc. is a holding company designs and manufactures neurostimulation devices. It delivers a liberating alternative treatment for certain patients trapped by the symptoms of their disease. The company was founded by Alexander Yeh and is headquartered in San Jose, CA.

Simplehealth Ventures, Inc. engages in the operations as a medical credentialing database. The company was founded by Mike Simmons, Garry Choy and Sam Meyer in 2013 and is headquartered in Brooklyn, NY.

HelpAround, Inc. engages in the provision of healthcare services. It provides mobile health and data analytics. The company was founded by Yishai Knobel and Shlomi Aflalo in 2013 and is headquartered in Bethesda, MD.

Upward Health Solutions Rhode Island Administration LLC operates as a specialty care coordination organization that partners with health plans and providers to help patients with severe mental illness or substance abuse disorder improve their health and functioning through intensive condition management and promoting access to effective therapy. The company was founded by Bradley Bennett, Eric Heil, and Thomas Hawes and is headquartered in Providence, RI.

National Jewish Outreach Program is a non-profit organization. It stimulates educational programming and influential social media platforms, which conveys the relevance and vibrancy of judaism to contemporary jews by providing a greater understanding and knowledge of the basics of judaism and jewish life. The company was founded by Rabbi Ephraim Z. Buchwald in 1987 and is headquartered in New York, NY.

GlySens, Inc. develops glucose monitoring system. It offers GlySens ICGM system, a long continuous glucose monitoring system intends to dramatically improve the lives of people with diabetes. The firm develops testing in clinical trials a novel, long term implant to continuously monitor and transmit blood glucose levels to smart phones and other devices. The company was founded by Joseph Y. Lucisano and David A. Gough in 1998 and is headquartered in San Diego, CA.

Windham Venture Management LLC (Windham Venture Management) is a venture capital firm founded in 2006 by Joe Proto, Roger Fine and Adam Fine. The firm is headquartered in New York.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Part of Mount Logan Capital, Inc., Mount Logan Management, LLC is a company that provides investment advice. The company is based in New York, NY. The company was founded in 2020. Edward Joseph Goldthorpe has been the CEO of the company since 2020.

Draper Laboratory specializes in the design, development, and deployment of advanced technological solutions. The non-profit company is based in Cambridge, MA.

Founded in 1992, BC Partners, Inc. is a private equity firm located in New York City. The firm is a subsidiary of BC Partners Ltd., a London-based private equity firm.

Getabl, Inc. provides consumer-to-business texting services. It is a service that replaces the phone conversation with a universal chat utility that allows consumers to send text messages to businesses and the business to reply by text message in real-time. The company was founded by Milenko Beslic, Bryan Lennett and Mark Slater in May 2010 and is headquartered in Boston, MA.

Talview, Inc. is an AI-led Instahiring platform. It offers content creation, consulting, training, branding, fundamental, and primary support services. The firm’s products include recruitment chatbot, video interviewing, live interviewing, behavioral insights, assessments platform, online coding test, and remote proctoring. The company was founded by Sanjoe Jose Tom Mathew and Kailasam Subramanian in 2012 and is headquartered in San Jose, CA.

Part of Upward Health Solutions Rhode Island Administration LLC, Upward Health, Inc. is a home-based medical group located in Hauppauge, NY. Upward Health specializes in primary medical and behavioral care for individuals with complex needs. Glen Moller has been the CEO of the company since 2018.