John F. Brooke

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.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc. operates as a closed end investment trust/fund. The fund intends to provide current income, consistent with the preservation of capital. The company was founded on August 13, 2004 and is headquartered in San Juan, Puerto Rico.

Tax-Free Fixed Income Fund IV for Puerto Rico Residents, Inc. acts as closed-end investment fund. Its objective is to provide investors in its common stock with current income, consistent with the preservation of capital. The company was founded on December 24, 2004 and is headquartered in San Juan, Puerto Rico.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-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.

Boston Capital Ventures (BCV) is a venture capital firm co- founded by H. Johan von der Goltz, Don Steiner and Dana Callow in 1982. The firm is headquartered in Massachusetts, United States.

Part of Honeywell International, Inc., Data Instruments, Inc. manufactures sensors and factory safety equipment. The company is based in Acton, MA. Data Instruments was acquired by Honeywell, Inc. on November 19, 1998.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Steton Technology Group, Inc. provides compliance auditing SaaS technology solutions to measure, analyze and improve business performance across operations, retail, supply, quality, manufacturing and compliance. Its management solutions include smart data capture, compliance, corrective action, reporting, administration, and communication. The company was founded by Steven G. Caplin in 1997 and is headquartered in Salt Lake City, UT.

Grupo Ferré Rangel is a Puerto Rican company based in San Juan, Puerto Rico. and has subsidiaries in Puerto Rico. The private company provides investment services. María Luisa Ferré has been the CEO of the company since 1999.

El Día, Inc. publishes a daily newspapers. Its coverage includes local and international events, sports, entertainment, and lifestyle. The company is headquartered in San Juan, Puerto Rico.

Hydroid, Inc. manufactures marine robotics, specifically autonomous underwater vehicles. The firm designs and manufactures state-of-the-art solutions for use in a number of applications including marine research, commercial and defense. Its products include REMUS 100, REMUS 600, REMUS 6000, AUV Gateway Buoy and Hydroid LARS. The company was founded by Christopher von Alt in 2001 and is headquartered in Pocasset, MA.

Axia Capital Partners LLC (Axia Capital Partners) is a private equity firm founded in 2003 by James Pelusi and Peter Hunter. The firm is headquartered in Boston, Massachusetts.

Innovative Pressure Technologies LLC designs and manufactures precision machined valves, fittings and fluid control devices. The company was founded in 1973 and is headquartered in Erie, PA.

Body Firm Aerobics, Inc. offers premium amenities and boutique-style classes for an affordable price. The private company is based in Orem, UT and has subsidiaries in the United States. The company helps people achieve their fitness goals and become the best version of themselves they can be. The company offers three different membership options to fit various budgets and fitness needs, and have created several gym membership packages to suit their customers' needs. Additionally, over 60% of employees say wellness benefits significantly increase job satisfaction, and the company offers corporate gym membership plans to help businesses maintain a healthy lifestyle for their employees. The CEO of the company is Rich Nelsen.

B. Fernandez & Hnos, Inc. engages in the consumer packaged goods, hotel properties and real estate ventures. The company was founded by Bernardo Fernández, José Fernández and Constantino Fernández in 1888 and is headquartered in Bayamon, Puerto Rico.

Tax-Free High Grade Portfolio Bond Fund For PR Residents, Inc. acts as closed-end investment fund. Its objective is to provide current income, consistent with preservation of capital. The company is headquartered San Juan, Puerto Rico.

GNMA & US Government Target Maturity Fund For Puerto Rico Residents, Inc. is a Closed-End Investment Fund. Its objective is to provide investor in its common stock with current income as is consistent with preservation of capital. The company is headquartered in San Juan, Puerto Rico.

Tax-Free High Grade Portfolio Target Maturity Fund for Puerto Rico Residents, Inc. is non-diversified closed end management investment company. It provides current income, consistent with the preservation capital, and to return initial investment. The company was founded on July 12, 2002 and is headquartered in San Juan, Puerto Rico.

Tax-Free Fund for Puerto Rico Residents, Inc. operates as closed-end investment fund/investment trust. The fund invests all of its assets in securities having up to 30 year maturities. The company was founded on March 24, 2000 and is headquartered in Puerto Rico.

El Nuevo Dia, Inc. publishes daily and online newspapers. It includes specialized sections for reader’s tastes, and inside, sports, business and travel. The company was founded by Antonio Luis Ferre in 1970 and is headquartered in Guaynabo, Puerto Rico.

Denali Group, Inc. provides consulting services for supply chain and procurement professionals. It offers supply chain strategy, procurement transformation, strategic sourcing, esourcing, logistics optimization, procurement technology, transformation and spend management advisory services. The company was founded by John Evans in 1996 and is headquartered in Fernandina Beach, FL.

Tax-Free Target Maturity Fund for Puerto Rico Residents, Inc. operates as a non-diversified, closed-end management investment company. Its objective is to provide current income that is exempt from U.S. Federal and Puerto Rico income taxes for residents of the Commonwealth of Puerto Rico. The company was founded on July 11, 2001 and is headquartered in San Juan, Puerto Rico.

Oneplus Systems, Inc. manufactures waste compactor monitoring systems. The firm’s solutions include compactor and container monitoring. The company was founded in 1989 and is headquartered in Northbrook, IL.

GFR Media LLC provides media communication solutions. The private company is based in Guaynabo, Puerto Rico. The Puerto Rican company was founded in 1968. Juan Mario Álvarez has been the CEO of the company since 2015.

Morro Venture Partners LLC (Morro Venture Partners) is a venture capital subsidiary of Advent Morro Equity Partners Inc. The firm is headquartered in San Juan, Puerto Rico.

Innovative Mold & Machine, Inc. is an American company that specializes in the manufacturing of plastic injection molds, prototype, and production tools.

Part of Artemis Capital Partners Management Co. LLC, R M Lucas Co. is a company that specializes in coatings, caulks, damp proofing, and waterproofing products. The company is based in Alsip, IL and was founded in 1912. The company's moisture cure sealants have the ability to adhere to wet or underwater surfaces and have a high movement capability. Levi James Cottington has been the CEO of the company since 2022. R M Lucas was acquired by Artemis Capital Partners Management Co. LLC on November 02, 2021.