Matthew Aaron Stephenson

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Goldman Sachs International (GSI) is the Great Britain-based, wholly-owned brokerage subsidiary of Goldman Sachs Group UK Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1988 and formerly known as Trushelfco Ltd. Headquartered in London, GSI provides prime brokerage, securities lending, futures services and financing services for a range of clients such as corporations, financial institutions, governments and high-net worth individuals.

Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ.

ZB, NA (do-business-as Zions Bank) is the investment management subsidiary of Zions Bancorporation NA (NASDAQ: ZION), a bank holding company. The firm is headquartered in Salt Lake City, Utah. They were founded in 1957 through the merger of Zion's Savings Bank & Trust Co., Utah Savings & Trust Co. and First National Bank of Salt Lake City. Zions Bank offers customized wealth management strategies to clients such as individuals, families, businesses, nonprofits, and government entities.

Hoover Ferguson Group, Inc. provides chemical tanks, cargo carrying units and other related products. Its products include metal barrels, drums, pails, industrial vessels and tanks. The firm also provides packaging logistics to chemical, petrochemical, and food processing companies. The company was founded in 1911 and is headquartered in Houston, TX.

Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY.

Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York.

Boss Enterprises Group LLC (The Boss Group) is a private equity firm founded in 2004 by George Boss. The firm is headquartered in Houston, Texas.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Sofara, Inc. is a financial group that provides investment and retirement advice to individuals and employers. The private company is based in San Jose, CA and was founded by Jim Aaron Horton. The company is a fiduciary, meaning their advisors prioritize the best interests of their clients. Sofara offers customized strategies for saving and investing, with low fees and a variety of investment products tailored to individual situations. The company also specializes in retirement income planning, helping clients create long-term income strategies based on their needs.

Meridian Capital Management, Inc. provides investment advice. The private company is based in Seal Beach, CA. The company was founded by Eric Stephan Barlow.

Micro Benefits Financial Consulting (Suzhou) Co., Ltd. engages in the provision of financial information, and business management consulting services. Its business activities include development and sale of software products, and wholesale business. The company was founded on July 2, 2010 and is headquartered in Suzhou, China.

TownSquare Capital LLC (TownSquare) is a SEC-registered investment adviser headquartered in Provo, Utah. The firm was founded by Kurt Brown in 2017 and was acquired by Orion Advisor Solutions, Inc. from Foundry Partners LLC in 2022. They are ultimately owned by GT Polaris Holdings LP. TownSquare offers investment advisory services to wealth advisory firms and institutions such as family offices, corporations, endowments, foundations and governments.

The K Fund (The K Fund) is a private equity firm founded in 2014. The firm is headquartered in Los Angeles, California.