David Wade Jennings

Founded in 1947 by Oscar Gruss and Emanuel Gruss, Oscar Gruss & Son, Inc. is a full-service broker/dealer located in New York City. The firm offers focused independent research and trading and execution services focusing particularly on special situations and convertibles. They conduct business with major Israeli institutional clients who execute trades in U.S. equities and options. Oscar Gruss & Son also maintains a trading desk in New York solely dedicated to European investors. The firm is a member of the NYSE and the SIPC.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper.

Part of Aegon NV, AFSG Securities Corp. provides life insurance services. The company is based in Cedar Rapids, IA.

Aegon USA Investment Management LLC, do-business-as Aegon Asset Management US (Aegon AM US), is a SEC-registered investment advisor headquartered in Cedar Rapids, Iowa. The firm was founded in 2001 and is a direct subsidiary of Aegon USA Asset Management Holding LLC and their ultimate parent is Aegon NV (AMS: AGN, NYSE: AEF) in The Netherlands. Aegon AM US provides discretionary and non-discretionary investment management products and services in similar and different investment strategies to affiliated and unaffiliated institutional clients.

Morningstar Investment Management LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 and is a wholly-owned subsidiary of Morningstar, Inc. (NASDAQ: MORN). Morningstar Investment Management offers various investment advisory services that focus on their core capabilities in asset allocation, investment selection, and portfolio construction to financial or other institutions.

Part of American Enterprise Mutual Holding Co., American Enterprise Group, Inc. has multiple insurance company subsidiaries under the American Republic®, Great Western Insurance Company (GWIC®), and Medico® brands. The company is based in Des Moines, IA, and employs approximately 450 people in its Des Moines, IA; Omaha, NE; and Ogden, UT offices. The company offers life and health insurance product solutions to help people secure their financial futures through various distribution channels and is licensed in 49 states, plus the District of Columbia. American Enterprise Group remains committed to helping individuals protect their health, happiness, and the financial future of their entire family. Thomas Anthony Swank has been the CEO of the company since 2015.

RFSG (UK) Ltd. is based in London, UK. Part of Phoenix Group Holdings Plc, RFSG (UK) Ltd. is an investment holding and British management company. RFSG (UK was acquired by ReAssure Midco Ltd., part of Phoenix Group Holdings Plc from August 24, 2004 on January 01, 1998.

Part of Aegon NV, Money Services, Inc. is a company that provides financial services. The company is based in Cedar Rapids, IA.

Transamerica Life Insurance Co. engages in the provision of life insurance services. The company was founded on April 19, 1961 and is headquartered in Cedar Rapids, IA.

Transamerica Advisors Life Insurance Company of New York provides life insurance services. It operates business through two segments: annuity and life insurance. The annuity segment consists of variable annuity and interest-sensitive annuity contracts. The life insurance segment consists of variable life insurance and interest-sensitive life insurance contracts. The company was founded in 1973 and is headquartered in Harrison, NY.

Medico Insurance Co. provides health and life insurance. It offers medicare supplement insurance, short term recovery care insurance, and hospital indemnity insurance. The company was founded in 1930 and is headquartered in Des Moines, IA.

AEGON Sony Life Insurance Co., Ltd. engages in the life insurance business. The company was founded on August 29, 2007 and is headquartered in Tokyo, Japan.

Iowa Health System provides health care services. The firm specializes in cardiac and vascular programs. The company was founded in 1995 and is headquartered in Des Moines, IA.

U.S. Bank NA engages in operation of a commercial bank that offers loans and depositary services. The company is headquartered in Cincinnati, OH.

Epoch Investment Partners, Inc. (Epoch) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Bill Priest and David Pearl in 2004. They are a subsidiary of TD Bank US Holding Co., ultimately owned by The Toronto-Dominion Bank (NYSE: TD) in Canada. Epoch provides investment advisory services to primarily institutional clients.

Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY.

Security Benefit Life Insurance Co. engages retirement savings and income products. It provides merit-based distribution strategy that helps advisors meet their client’s retirement needs. The company was founded in 1892 and is headquartered in Topeka, KS.

Greater Des Moines Partnership operates as the economic and community development organization serving Greater Des Moines (DSM), united to drive economic growth with one voice, one mission and as one region. The company is headquartered in Des Moines, IA.

American Republic Insurance Co. provides health and life insurance services. The firm offers comprehensive health, life, cancer, critical illness and long term care insurance. It has locations in Council Bluffs, Urbandale and West Des Moines in Iowa. The company was founded by Watson Powell in 1929 and is headquartered in Des Moines, IA.

Part of State Street Corp., International Fund Services (N.A.) LLC is a company that provides accounting services. The company is based in New York, NY. The company was founded by James Kelly. International Fund Services (N.A. was acquired by State Street Corp. on July 31, 2002.

American Republic Insurance Co. (Investment Portfolio) (American Republic-IP) is the investment portfolio division of American Republic Insurance Co., an insurance company headquartered in Des Moines, Iowa. The firm was founded in 1929 by Watson Powell, a pioneer in the health and accident insurance business. They are a subsidiary of American Enterprise Mutual Holding Co. American Republic-IP manages the investment portfolio of their clients.

Greenberg Traurig PA operates as a law firm. It provides legal services. The company was founded by Mel Greenberg, Robert Traurig, and Larry J. Hoffman in 1967 and is headquartered in Miami, FL.

Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations.