| Name | Title | City, State | Date |
|---|---|---|---|
| Lisandra Wilmott | General Counsel & CCO | Boston, Massachusetts | 2/12/2024 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Parametric Portfolio Associates Llc | Seattle, WA | 028-04558 | |
| Pathstone Holdings, LLC | $26.2B | Englewood, NJ | 028-23932 |