Derek Van Wagoner Felske

CUNA Mutual Funds, Inc. operates mutual funds. The private company is based in Baltimore, MD.

John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA.

Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients.

Part of Realty Income Corp., Cole Capital Corp. provides broker dealer services. The company is based in Phoenix, AZ. William Craig Miller has been the CEO of the company since 2015.

Founded in 1984, Inland Securities Corp. is an SEC-registered broker dealer located in Oak Brook, Illinois. The firm is a subsidiary of Inland Real Estate Investment Corp. and their ultimate parent is Inland Group, Inc. Inland Securities Corp. provides an array of trading and execution services for their clients. They do not provide any internal research.

Linscomb Wealth, Inc. (LW) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Dan Linscomb and George Williams in 1971. The firm was known as Linscomb & Williams, Inc. prior to January 2024. They operate as a wholly owned subsidiary of Cadence Bank (NYSE: CADE). LW offers fee-only investment management and wealth planning services to individual and institutional clients.

CIM Income NAV, Inc. engages in acquiring and operating diversified portfolio of necessity retail, office and industrial properties that are leased to creditworthy tenants under long-term net leases. The company was founded on July 27, 2010 and is headquartered in Phoenix, AZ.

Cole Office & Industrial REIT (CCIT II), Inc. operates as a real estate investment trust. It intends to invest primarily in single-tenant, income-producing, necessity office and industrial properties that are leased to tenants under long-term leases. The company was founded in 2013 and is headquartered in Phoenix, AZ.

Cole Credit Property Trust V, Inc. operates as a development stage company. The firm invests in income-producing necessity retail properties that are single-tenant and multi-tenant, and other income-producing properties, such as offices and industrial properties. It also acquires and operates core commercial real estate investments. The company was founded on December 12, 2012 and is headquartered in Phoenix, AZ.

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.

Herr Capital Management LLC (HCM) is an independent asset management firm headquartered in Oak Lawn, Illinois. The firm was founded by Terry Herr in 2000. HCM offers a full range of financial services to high-net worth individuals, families, and businesses.

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.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY.

Part of Realty Income Corp., Cole Capital Partners LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. Marc Thomas Nemer has been the CEO of the company since 2007.

Part of Realty Income Corp., Cole REIT Advisors LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano.

Milwaukee World Festival, Inc. provides event management services. It engages In live entertainment and hospitality. The company was founded in 1967 and is headquartered in Milwaukee, WI.

Star City Sealants, Inc. provides special contracting services. The company was founded in 1997 and is headquartered in El Paso, TX.

Part of Realty Income Corp., Cole Corporate Income Advisors LLC provides investment advisory services. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano.

Part of Realty Income Corp., Cole REIT Advisors III LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. The CEO of the company is Glenn J. Rufrano.

Spectrum Investment Advisors, Inc. (SIA) is an independent, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded in 1995 and formerly known as Christiansen Investments, Inc. SIA establishes 401(k) pension, profit-sharing plans and other retirement plans and monitor investments in the plans for institutional clients. SIA offers wealth management and consulting services to individuals, trusts, estates, corporations and other types of entities. The firm also manages accounts for employees and friends and family members of SIA employees.

AbleLight provides medical and housing care to individuals with developmental disabilities across the United States. It offers Christ-centered support services to the people and provides resources for their families, friends, congregations and other service providers. The company was founded in 1904 and is headquartered in Watertown, WI.

Part of Realty Income Corp., Cole Corporate Income Advisors II LLC provides investment advisory services. The company is based in Phoenix, AZ.

Part of Realty Income Corp., Cole Reit Advisors IV LLC is a Real Estate Investment Trust/REIT. The company is based in Phoenix, AZ. Marc Thomas Nemer has been the CEO of the company since 2010.

Part of Realty Income Corp., Cole REIT Advisors V LLC is a Real Estate Investment Trust/REIT.

Uniplan Investment Counsel, Inc. (Uniplan) is an independent, SEC-registered investment advisor headquartered in Union Grove, Wisconsin. UIC was founded by Richard Imperiale in 2010. Uniplan provides sophisticated, specialized investment advisory management, sub-advisory and portfolio modeling services, on both a discretionary and nondiscretionary basis, to private and institutional investor clients.