Wendy C. Chen

Dell, Inc. engages in the manufacture of electronic devices. Its products include laptops, desktops, tablets, thin clients, printers, monitors, software, workstations and accessories. The company was founded by Michael Saul Dell on February 1, 1984 and is headquartered in Round Rock, TX.

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY.

Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Princeton Securities Group, Inc. is a private company based in Fort Lee, NJ.

Founded in 1816, the American Bible Society is a donor supported non-profit ministry with the purpose of presenting the Bible in compelling ways so that people may experience life in its fullness through faith in Jesus Christ. The American Bible Society focuses on advocacy and resourcing through strong relationships with strategic partners. Their mission is to make the Bible available to every person in a language and format they can understand and afford. The American Bible Society is located in New York City

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

Zevenbergen Capital Investments LLC (ZCI) is a SEC-registered investment advisor headquartered in Edmonds, Washington. The firm is the successor organization to Zevenbergen Capital, Inc., founded by Nancy Zevenbergen in March 1987. They are owned by ZCI Holdings LLC, a subsidiary of Evenstar3, Inc. ZCI primarily manages accounts for individuals, high-net-worth individuals, trusts, pension and profit-sharing plans, state or municipal government entities, corporations, charitable organizations, investment companies and banking and thrift institutions.

Founded in 1989, Westport Resources Investment Services, Inc. is a broker-dealer headquartered in Westport, Connecticut. The firm is a subsidiary of Westport Resources Corp. They provide a full array of trading and execution services for their clients. Westport does not provide any internal research.

Founded in 2001, Cabrera Capital Markets LLC is a broker/dealer headquartered in Chicago. The firm is a subsidiary of RCF-Cabrera Holdings, Inc. They provide a full array of trading and execution services for their clients. Cabrera Capital Markets does not provide any internal research. They firm executes transactions in both listed and OTC stocks on behalf of their institutional clients. Their global execution team covers a wide range of investment products around the world. Cabrera Capital Markets is a member of the NASD, MSRB, CHX and SIPC.

Founded in 1985, Comerica Securities, Inc. is a full-service broker/dealer and registered investment advisor located in Detroit, Michigan. The firm offers debt/fixed-income underwriting, equity underwriting, asset-backed securities, medium-term notes and convertible debt and trust preferred securities. Comerica Securities is a subsidiary of Comerica Investment Services, Inc. Their ultimate parent is Comerica, Inc. (NYSE: CMA). Comerica Securities is a member of FINRA/SIPC.

Metropolitan Capital Strategies LLC provides investment advisory services. It offers primary investment services. The company was founded by Danny G. Show and David A. Schombert in April 2007 and is headquartered in Reston, VA.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Ernst & Ernst Ltd. provides software engineering services. The company was founded in 1987 and is headquartered in Crumlin, the United Kingdom.

LatinoJustice PRLDEF is a non-profit organization that operates as a civil rights organization focused on defending the civil and human rights of Latino communities through impact litigation, advocacy, and education. The company was founded by Jorge Batista, Victor Marrero and Cesar A. Perales in 1972 and is headquartered in New York, NY.

The Hispanic Association on Corporate Responsibility (HACR) is a network of Fortune 500 companies committed to advancing the inclusion of Hispanics in corporate America. The private company is based in Washington. The American company's mission is to advocate for greater Hispanic participation on corporate boards and provide leadership development and diversity training for Hispanic/Latinx employees at different corporate experience levels. HACR offers executive programs to accelerate the human capital of Hispanic and Latino mid-to-senior-level corporate executives, board members, and rising talent. Cid Wilson has been the CEO of the company since 2014.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

UnidosUS conducts applied research, policy analysis, and advocacy, providing a Latino perspective in five key areas: assets and investments, civil rights and immigration, education, employment and economic status, and health. In addition, it provides capacity-building assistance to its affiliates who work at the state and local level to advance opportunities for individuals and families. The company was founded in 1968 and is headquartered in Washington, DC.

Cardinal Capital Management, Inc. (Cardinal) is a privately-held, Canadian wealth management firm headquartered in Winnipeg, Manitoba. The firm was founded by Timothy Burt in 1992 and manages assets for a broad range of individual and institutional investors. Cardinal is a signatory to the United Nations Principles of Responsible Investment (UNPRI).

Ryan ALM Advisers LLC is a SEC-registered investment advisor headquartered in Jupiter, Florida. The firm was founded by Ronald Ryan in 2005 and is a wholly-owned subsidiary of Ryan ALM, Inc. Ryan ALM Advisers offers both full discretion and investment advisory products and services to institutional clients, with a focus on pension plans.

Part of Allianz SE, Delaware Valley Financial Services, Inc. is a company that provides third party administration services for insurance products. The company is based in Berwyn, PA. Delaware Valley Financial Services was acquired by Allianz Life Insurance Company of North America on June 18, 2003.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Defiance ETFs LLC is an exchange-traded funds sponsor and registered investment advisor focused on thematic investing. Defiance ETFs is based in New York, NY and has subsidiaries in the United States. The private company offers a suite of rules-based ETFs that allow retail and institutional investors to express a targeted view on dynamic sub-sectors that are leading the way in disruptive innovations, including artificial intelligence, machine learning, quantum computing, 5G, hydrogen energy, and electric vehicles. The company was founded in 2018 by Sylvia Jablonski, who has been the CEO since then.

Vision Technical Sales, Inc. offers technical sales representation. The private company is based in Irvine, CA.

The Gladstone Cos., Inc. operates as an alternative asset manager and provider of other administrative and financial services. Its funds invest in a diverse range of alternative strategies, including private debt, private equity, real estate and natural resource real assets. The company was founded by David Gladstone and Terry Lee Brubaker on December 7, 2009 and is headquartered in McLean, VA.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Comerica Securities, Inc. (Investment Management) (Comerica Securities-IM) is the registered investment management division of Comerica Securities, Inc., a registered full-service broker/dealer headquartered in Detroit, Michigan. Founded in 1985, the firm is a wholly-owned subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). Comerica Securities-IM provides investment advisory services and managed portfolio solutions wrap program to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, or other entities.

Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS).