| MUB / iShares Trust - iShares National Muni Bond ETF
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| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
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| FXNAX / Fidelity Salem Street Trust - Fidelity U.S. Bond Index Fund
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| XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
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| ENB / Enbridge Inc.
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| PHYS / Sprott Physical Gold Trust
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| US8085177181 / Schwab U.S. Aggregate Bond Index Fund
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| OAKWX / Harris Associates Investment Trust - Oakmark Global Select Fund Investor Class
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| VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
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| MMM / 3M Company
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| DFCIX / Delaware Group Equity Funds IV - Delaware SMid Cap Growth Fund Class A
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| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
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| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
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| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
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| CEF / Sprott Physical Gold and Silver Trust
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| AB MUNI INC NATL PORT
/ MF (018642819) |
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| BNY MELLON MA INTERM MUNI BD
/ MF (05569M673) |
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| DWS S-T MUNI BD FD CL S
/ MF (25158T806) |
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| EATON VANCE MUNI OPP CL A
/ MF (27826Y571) |
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| NUVEEN PREFERRED SECS & INC CL
/ MF (670700103) |
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| NUVEEN S-T MUNI BD FD CL A
/ MF (670690593) |
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| PAYDEN CORE BOND FD ADV
/ MF (704329333) |
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| BNY MELLON INSTL S&P 500 IDX I
/ EF (05589L863) |
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| US05587K7413 / BNYM-INTL ST-I
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| BNY MELLON MID-CAP MULTI-STRAT
/ EF (05569M608) |
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| GOLDMAN SACHS GQG PTNR INT OPP
/ EF (38147N293) |
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| PRINCIPAL MID-CAP CL A
/ EF (74254T443) |
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| TOUCHSTONE SDS CAP EMG MKTS
/ EF (89154Q570) |
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| JPMORGAN HEDGED EQUITY A
/ EF (46637K315) |
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| BAIN CAPITAL SP FINANCE INC
/ (056848107) |
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| SOME / Somerset Trust Holding Company
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| SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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| GOOG / Alphabet Inc.
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| XOM / Exxon Mobil Corporation
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| AAPL / Apple Inc.
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| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
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| TWEIX / American Century Capital Portfolios Inc - American Century Equity Income Investor Class
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| OAKIX / Harris Associates Investment Trust - Oakmark International Fund Investor Class
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| SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
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| WY / Weyerhaeuser Company
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| MPNIX / BNY Mellon Funds Trust - BNY Mellon National Intermediate Municipal Bond Class M
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| LBRDA / Liberty Broadband Corporation
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| AMT / American Tower Corporation
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| DIS / The Walt Disney Company
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| MDLZ / Mondelez International, Inc.
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| VUG / Vanguard Index Funds - Vanguard Growth ETF
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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| BA / The Boeing Company
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| LOW / Lowe's Companies, Inc.
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| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
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| IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
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| IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
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| IWF / iShares Trust - iShares Russell 1000 Growth ETF
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| ABBV / AbbVie Inc.
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| EMR / Emerson Electric Co.
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| PEP / PepsiCo, Inc.
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| TMO / Thermo Fisher Scientific Inc.
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| EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
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| BCSF / Bain Capital Specialty Finance, Inc.
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| BIPC / Brookfield Infrastructure Corporation
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| HON / Honeywell International Inc.
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| DHR / Danaher Corporation
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| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
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| AMZN / Amazon.com, Inc.
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| IBB / iShares Trust - iShares Biotechnology ETF
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| EPD / Enterprise Products Partners L.P. - Limited Partnership
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| EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
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| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
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| ABT / Abbott Laboratories
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| V / Visa Inc.
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| PG / The Procter & Gamble Company
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| MDY / SPDR S&P MidCap 400 ETF Trust
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| FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
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| INTC / Intel Corporation
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| ZBH / Zimmer Biomet Holdings, Inc.
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| META / Meta Platforms, Inc.
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| IBM / International Business Machines Corporation
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| EFA / iShares Trust - iShares MSCI EAFE ETF
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| MSFT / Microsoft Corporation
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| MCD / McDonald's Corporation
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| JPM / JPMorgan Chase & Co.
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| VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
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| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
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| FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
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| DGRO / iShares Trust - iShares Core Dividend Growth ETF
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| BRK.B / Berkshire Hathaway Inc.
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| BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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| GOOGL / Alphabet Inc.
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| SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
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| KO / The Coca-Cola Company
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| CSCO / Cisco Systems, Inc.
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| MRK / Merck & Co., Inc.
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| JNJ / Johnson & Johnson
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.
