* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
Person Signing this Report on Behalf of Reporting Manager:
Name
Title
City, State
Date
Jason Gioncontere
Trust Operations Liaison
Boston, Massachusetts
7/15/2025
Other Included Managers (15):
Num
Name
Location
File Number
1
BIRCH HILL ADVISORS
2
BOSTON FAMILY OFFICE
3
BOSTON FAMILY OFFICE CARY MARCHI
4
BRENDAN LEE
5
CARLETON R LADD
6
CYNTHIA DOOLEY
7
DEANNA HARNETT
8
ED ESTEY
9
ERIC LAFOREST
10
KATIE BAKER
11
LAURA MCCARTHY
12
MARTISHA PATTERSON
13
SEAWARD MANAGEMENT CO
14
THEA BROWN-ALLEN
15
TWEEDY BROWNE COMPANY LLC
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