Rex L. Wardlaw

Avity Investment Management, Inc. (Avity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Greenwich, Connecticut. The firm was founded in 1790 as Gillespie, Robinson and Grimm, Inc. and became Avity Investment Management, Inc. in 2022. Avity provides portfolio management services to individuals, trusts, estates, charitable organizations, pension funds, profit-sharing plans and corporations.

First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses.

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.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Excelsior Multi-Strategy Hedge Fund of Funds (TE 2) LLC is a non-diversified, closed-end management investment company. Its objective is to seek capital appreciation through a multi-manager, multi-strategy program of investments in a diverse group of private investment funds. The company was founded on July 24, 2009 and is headquartered in Stamford, CT.

Grosvenor Registered Multi Strategy Fund Ti 1 LLC specializes in aviation, capital, energy management, healthcare, lighting, power and water, oil and gas, and transportation. The company was founded by David Bruce Small and is headquartered in Chicago, IL.

Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors.

Excelsior Global Private Markets Fund II Master LLC is a newly organized, non-diversified, closed-end management investment company. It's primary investment objective is to maximize total return, which consists of income on its investments and capital appreciation. The Fund will normally invest at least 80% of its net assets in Emerging Markets Fixed Income Securities, which include fixed-income securities and other instruments. The company was founded on September 8, 2010 and is headquartered in Boston, MA.

Excelsior Global Private Markets Fund Ii Te LLC is a newly organized, non-diversified, closed-end management investment company. The Fund's primary investment objective is to maximize total return, which consists of income on its investments and capital appreciation. The Fund will normally invest at least 80% of its net assets in Emerging Markets Fixed Income Securities, which include fixed-income securities and other instruments. The company was founded on September 8, 2010 and is headquartered in Boston, MA.

Excelsior Global Private Markets Fund Ii Ti LLC is a newly organized, non-diversified, closed-end management investment company. The Fund's primary investment objective is to maximize total return, which consists of income on its investments and capital appreciation. The Fund will normally invest at least 80% of its net assets in Emerging Markets Fixed Income Securities, which include fixed-income securities and other instruments. The company was founded on September 8, 2010 and is headquartered in Boston, MA.

IQ Venture Partners, Inc. operates as an investment bank that provides financial advisory services to companies. The company was founded by Greg Pollowitz and Phil B. Smith and is headquartered in New York, NY.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

Part of Citigroup, Inc., Citicorp Securities, Inc. provides security brokerage services. The company is based in New York, NY.

Padlock Ranch Co. owns and operates cattle ranch. It manages cow-calf, farm, and feedlot operation. The company was founded in 1943 and is headquartered in Ranchester, WY.

Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL.

TD Bank NA provides investing and banking services. Its offerings include personal, small banking, and commercial services through online banking, bills payments, mobile banking, savings & deposit, digital payments, loans and lines of credit, treasury and management services, checking accounts, government banking, and leasing and equipment finance. The company was founded in 1852 and is headquartered in Cherry Hill, NJ.

Ceredex Value Advisors LLC (Ceredex) is a SEC-registered investment adviser headquartered in Orlando, Florida. The firm was founded in 2008 and is a wholly-owned subsidiary of Virtus Partners, Inc. (VPI), which is wholly-owned by Virtus Investment Partners, Inc. (Virtus) (NASDAQ: VRTS). Ceredex manages assets for institutional and individual clients through separately managed accounts and subadvisory relationships that include mutual funds, collective investment trusts, and offshore funds (UCITS).

Part of The Toronto-Dominion Bank, TD Bank USA, NA is a nationally chartered commercial bank. The company is based in Lewiston, ME.

AlphaQ Advisors LLC (dba Haven Private) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Johnny Gibson and Syed Rizvi in 2006 as AlphaGen Asset Management LLC. Haven Private offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.