Sarah L. Bertrand

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper.

Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients.

Part of Aegon NV, AFSG Securities Corp. provides life insurance services. The company is based in Cedar Rapids, IA.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Transamerica Advisors Life Insurance Company of New York provides life insurance services. It operates business through two segments: annuity and life insurance. The annuity segment consists of variable annuity and interest-sensitive annuity contracts. The life insurance segment consists of variable life insurance and interest-sensitive life insurance contracts. The company was founded in 1973 and is headquartered in Harrison, NY.

Transamerica Life Insurance Co. engages in the provision of life insurance services. The company was founded on April 19, 1961 and is headquartered in Cedar Rapids, IA.

Part of Aegon NV, Money Services, Inc. is a company that provides financial services. The company is based in Cedar Rapids, IA.

RFSG (UK) Ltd. is based in London, UK. Part of Phoenix Group Holdings Plc, RFSG (UK) Ltd. is an investment holding and British management company. RFSG (UK was acquired by ReAssure Midco Ltd., part of Phoenix Group Holdings Plc from August 24, 2004 on January 01, 1998.

AEGON Sony Life Insurance Co., Ltd. engages in the life insurance business. The company was founded on August 29, 2007 and is headquartered in Tokyo, Japan.

Part of American Enterprise Mutual Holding Co., American Enterprise Group, Inc. has multiple insurance company subsidiaries under the American Republic®, Great Western Insurance Company (GWIC®), and Medico® brands. The company is based in Des Moines, IA, and employs approximately 450 people in its Des Moines, IA; Omaha, NE; and Ogden, UT offices. The company offers life and health insurance product solutions to help people secure their financial futures through various distribution channels and is licensed in 49 states, plus the District of Columbia. American Enterprise Group remains committed to helping individuals protect their health, happiness, and the financial future of their entire family. Thomas Anthony Swank has been the CEO of the company since 2015.

Medico Insurance Co. provides health and life insurance. It offers medicare supplement insurance, short term recovery care insurance, and hospital indemnity insurance. The company was founded in 1930 and is headquartered in Des Moines, IA.

Greater Des Moines Partnership operates as the economic and community development organization serving Greater Des Moines (DSM), united to drive economic growth with one voice, one mission and as one region. The company is headquartered in Des Moines, IA.

Iowa Health System provides health care services. The firm specializes in cardiac and vascular programs. The company was founded in 1995 and is headquartered in Des Moines, IA.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

Security Benefit Life Insurance Co. engages retirement savings and income products. It provides merit-based distribution strategy that helps advisors meet their client’s retirement needs. The company was founded in 1892 and is headquartered in Topeka, KS.

American Republic Insurance Co. provides health and life insurance services. The firm offers comprehensive health, life, cancer, critical illness and long term care insurance. It has locations in Council Bluffs, Urbandale and West Des Moines in Iowa. The company was founded by Watson Powell in 1929 and is headquartered in Des Moines, IA.

HedgeServ Holding LP provides fund administration services. Its fund administration includes middle office services, risk and portfolio management and regulatory and compliance. The company was founded by James Kelly, Robert M. Aaron, Gene Mannella, and Justin Nadler in 2007 and is headquartered in New York, NY.

American Republic Insurance Co. (Investment Portfolio) (American Republic-IP) is the investment portfolio division of American Republic Insurance Co., an insurance company headquartered in Des Moines, Iowa. The firm was founded in 1929 by Watson Powell, a pioneer in the health and accident insurance business. They are a subsidiary of American Enterprise Mutual Holding Co. American Republic-IP manages the investment portfolio of their clients.

Greenberg Traurig PA operates as a law firm. It provides legal services. The company was founded by Mel Greenberg, Robert Traurig, and Larry J. Hoffman in 1967 and is headquartered in Miami, FL.

Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations.

Triloma Energy Advisors LLC provides investment advisory services. The private company is based in Winter Park, FL. Deryck A. Harmer has been the CEO of the company since 2015.