| A+ | Vanguard Inflation Protected Securities Fund VIPSX | 12.11 | +0.26% | +1.99% | +4.86% | +5.09% |  |
| A+ | Vanguard Information Technology Index Fund Admiral Shs VITAX | 379.47 | +4.81% | +12.93% | +31.17% | +179.84% |  |
| A+ | Vanguard Massachusetts Tax-Exempt Fund VMATX | 10.07 | -0.24% | +1.98% | +1.60% | +1.71% |  |
| A+ | Vanguard Mid-Cap Index Fund Institutional Shares VMCIX | 79.78 | +3.64% | +10.15% | +22.63% | +88.47% |  |
| A+ | Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares VNJTX | 11.31 | -0.51% | +3.26% | +3.12% | +7.04% |  |
| D | VERSES AI Inc. Common Stock VSAI | 0.00 | +0.00% | +0.00% | +0.00% | +0.00% |  |
| A+ | Vanguard Short-Term Federal Fd Admiral Shs VSGDX | 10.34 | +0.17% | +0.51% | +0.20% | -1.34% |  |
| A+ | Vanguard Total Stock Mkt Idx Instl Pls VSMPX | 300.00 | +3.22% | +9.96% | +23.58% | +114.78% |  |
| A+ | Vanguard Institutional Target Retirement 2050 Fund Institutional Shares VTRLX | 10.44 | +5.51% | +18.15% | +25.80% | +192.68% |  |
| A+ | Vanguard Target Retirement 2025 Fund VTTVX | 20.96 | +1.64% | +5.80% | +11.13% | +41.36% |  |
| A+ | Vanguard High-Yield Tax-Exempt Fund Admiral Shares VWALX | 10.59 | -0.24% | +3.24% | +3.63% | +7.39% |  |
| A+ | Vanguard International Growth Fund VWIGX | 38.95 | +4.05% | +20.78% | +12.40% | +52.91% |  |
| A+ | Vanguard Long Term Tax Exempt Fund VWLUX | 10.78 | -0.37% | +2.23% | +2.21% | +4.59% |  |
| A+ | Vanguard Windsor II Fund VWNFX | 49.71 | +2.90% | +7.44% | +23.02% | +91.54% |  |
| A+ | Vanguard U.S. Growth Fund VWUSX | 83.57 | +4.68% | +15.31% | +25.97% | +152.35% |  |
| A+ | Wasatch Emerging Markets Small Cap Fund WAEMX | 2.89 | +4.16% | +13.95% | +25.61% | +70.78% |  |
| A | WAGOX | 4.28 | +3.93% | +13.60% | +19.57% | +55.02% |  |
| B | Wasatch International Select Fund Investor Class WAISX | 14.44 | +3.07% | +6.76% | +3.60% | +27.00% |  |
| A+ | William Blair Small Cap Growth Fund Class N WBSNX | 29.17 | +4.68% | +19.19% | +21.07% | +60.80% |  |
| A+ | William Blair Emerging Mkts Ldrs N WELNX | 11.36 | +2.81% | +11.58% | +6.10% | +22.90% |  |
| A+ | WCM Focused Emerging Markets Fund - Investor Class WFEMX | 19.24 | +3.28% | +8.58% | +4.20% | +18.64% |  |
| A+ | WCM Focused Global Growth Fund - Investor Class WFGGX | 32.67 | +3.97% | +9.96% | +19.37% | +102.34% |  |
| A+ | WesMark Balanced Fund WMBLX | 13.97 | +1.51% | +5.17% | +12.55% | +48.35% |  |
| A+ | WesMark Large Company Fund WMKGX | 25.82 | +3.14% | +8.01% | +18.75% | +100.06% |  |
| A+ | WMKTX | 12.91 | +1.77% | +5.41% | +10.23% | +36.62% |  |
| A+ | Wilmington Large-Cap Strategy Fund Class Institutional WMLIX | 36.07 | +3.15% | +9.42% | +23.65% | +118.47% |  |
| A+ | TETON Westwood Mighty Mites Fund WMMAX | 16.60 | +4.59% | +10.52% | +11.33% | +30.94% |  |
| A+ | Weitz Partners Value Fund WPVLX | 33.74 | +2.48% | +4.97% | +11.68% | +50.24% |  |
| A+ | Boston Trust Walden Equity Fund WSEFX | 38.21 | +2.57% | +5.79% | +16.90% | +66.15% |  |
| A+ | William Blair Small-Mid Cap Growth Fund Class I WSMDX | 27.99 | +4.23% | +14.17% | +12.85% | +52.62% |  |
| A+ | Segall Bryant & Hamill Plus Bond Fund Retail Class WTIBX | 9.58 | +0.07% | +0.49% | -0.23% | -3.45% |  |
| A+ | CIT: Small Cap Value Fund I1 Class I1 WTIXMX | 17.34 | +5.14% | +8.69% | +14.83% | +38.01% |  |
| A+ | Segall Bryant & Hamill Small Cap Growth Fund Retail Class WTSGX | 22.16 | +5.08% | +17.88% | +18.99% | +54.86% |  |
| A | XAXCX | 10.74 | +0.19% | +1.00% | -5.53% | -16.23% |  |
| D | CPG Cooper Square International Equity, LLC Class I XCSIX | 15.25 | +1.98% | -0.48% | +0.30% | +1.49% |  |
| A | Invesco Senior Loan Fund XPRTX | 5.72 | +0.28% | +3.60% | +6.33% | +12.36% |  |
| A+ | Zacks Dividend Fund Investor Class ZDIVX | 28.42 | +2.32% | +4.60% | +21.54% | +88.88% |  |
| A+ | American Funds 2045 Trgt Date Retire A AAHTX | 24.59 | +2.58% | +8.66% | +16.63% | +71.59% |  |
| A+ | American Funds 2050 Trgt Date Retire A AALTX | 24.25 | +2.66% | +8.80% | +16.64% | +72.07% |  |
| A+ | American Century Inv, Focused Dynamic Growth Fund - Investor Class ACFOX | 80.18 | +4.25% | +14.34% | +20.48% | +145.95% |  |
| A+ | American Century Mid Cap Value Fund ACMVX | 16.59 | +3.15% | +4.17% | +17.34% | +51.04% |  |
| A+ | American Century Short Duration Fd Investor Cl ACSNX | 9.89 | +0.07% | +0.76% | +0.49% | +0.36% |  |
| A+ | Invesco Comstock Fund Class R ACSRX | 31.70 | +2.90% | +4.59% | +21.04% | +89.19% |  |
| A+ | American Century Capital Value Fund Investor Class ACTIX | 9.81 | +0.00% | +1.49% | -1.16% | +0.13% |  |
| A+ | American Century Disciplined Growth Fund Investor Class ADSIX | 25.87 | +4.69% | +12.14% | +31.75% | +167.62% |  |
| A+ | American Century Sustainable Equity Fund - Investor Class AFDIX | 57.98 | +3.30% | +7.52% | +21.45% | +94.70% |  |
| A+ | Alger Mid Cap Focus I AFOIX | 21.17 | +4.18% | +19.46% | +31.62% | +189.20% |  |
| A+ | American Beacon AHL Managed Futures Strategy Fund - Investor Class AHLPX | 9.31 | +0.40% | +4.91% | +20.31% | +73.98% |  |
| A | abrdn Realty Income & Growth Fund Institutional Class AIGYX | 10.85 | +2.68% | +4.85% | +20.78% | +63.47% |  |
| A+ | Alger Focus Equity Fund ALCFX | 98.56 | +4.86% | +11.20% | +27.26% | +219.34% |  |
| A+ | Alger Small Cap Growth Institutional Fund Class I ALSRX | 17.72 | +4.16% | +16.10% | +13.48% | +23.80% |  |
| A+ | American Century Mid Cap Value Fund AMDVX | 16.62 | +3.28% | +4.27% | +18.07% | +56.24% |  |
| A+ | American Funds AMCAP Fund AMPFX | 46.72 | +3.18% | +8.18% | +18.60% | +95.25% |  |
| A+ | American Funds New Economy Fund Cl F-1 Shs ANFFX | 74.86 | +3.52% | +12.14% | +19.06% | +102.39% |  |
| A+ | American Century One Choice Portfolio: Moderate Investor Class AOMIX | 16.83 | +2.02% | +6.15% | +11.08% | +40.70% |  |
| A+ | AOTIX | 34.06 | +2.35% | +10.18% | +7.52% | +25.40% |  |
| A+ | Artisan Global Value Fund Advisor Class APDGX | 27.49 | +2.68% | +7.87% | +18.19% | +74.76% |  |
| A+ | Artisan International Value Fund Advisor Class APDKX | 54.12 | +1.90% | +8.43% | +20.15% | +79.98% |  |
| A+ | AB Large Cap Growth Fund Advisor Class APGYX | 124.16 | +4.30% | +10.76% | +25.60% | +130.34% |  |
| A | ARCFX | 9.88 | +0.29% | +1.14% | +1.94% | +8.63% |  |
| A+ | AMG River Road Small Cap Value Fund - Class N ARSVX | 15.94 | +3.85% | +7.55% | +11.99% | +46.06% |  |
| A+ | American Century Real Estate Fund ARYCX | 25.22 | +2.51% | +5.47% | +23.77% | +61.34% |  |
| A | Lisanti Small Cap Growth Fund ASCGX | 23.39 | +5.40% | +20.33% | +22.00% | +89.00% |  |
| A+ | Strategic Income Fund - Investor Class ASIEX | 9.09 | +0.64% | +3.05% | +2.82% | +2.28% |  |
| A+ | American Century Small Company Fund Investor Class ASQIX | 17.97 | +5.49% | +13.82% | +16.48% | +50.66% |  |
| A+ | BlackRock 40/60 Target Allocation Fund, Investor A BAMPX | 14.00 | +1.34% | +5.72% | +8.65% | +34.41% |  |
| A+ | Bridge Builder Core Plus Bond BBCPX | 9.00 | +0.00% | +1.12% | +0.88% | +0.21% |  |
| A+ | Bridge Builder International Equity Fund BBIEX | 15.28 | +2.29% | +10.73% | +16.00% | +51.90% |  |
| A+ | Franklin Mutual Beacon Fund BEGRX | 18.57 | +2.02% | +8.13% | +17.47% | +70.30% |  |
| A+ | Baron Emerging Markets Fd Inst Shs BEXIX | 19.65 | +3.20% | +9.82% | +7.75% | +33.60% |  |
| A+ | American Funds Corporate Bond Fund - Class F-1 BFCFX | 9.64 | -0.21% | +0.26% | -0.89% | -6.31% |  |
| A+ | Berkshire Focus Fund BFOCX | 40.81 | +6.29% | +23.25% | +37.79% | +298.97% |  |
| A+ | Baron Fifth Avenue Growth Fund BFTHX | 66.45 | +5.89% | +9.99% | +14.99% | +115.46% |  |
| B+ | Baron Growth Fund BGRFX | 79.28 | +2.62% | +11.56% | +18.16% | +41.82% |  |
| A+ | BGSAX | 75.20 | +5.18% | +21.33% | +29.46% | +183.26% |  |
| A+ | Madison Dividend Income Fd Cl Y BHBFX | 26.99 | +1.92% | +4.90% | +18.27% | +70.04% |  |
| A+ | Brandes International Equity Fund Class I BIIEX | 26.98 | +1.21% | +7.71% | +21.92% | +98.92% |  |
| A+ | American Beacon Bridgeway Large Cap Growth Fund BLYYX | 37.59 | +4.03% | +12.40% | +25.59% | +134.92% |  |
| A+ | Boston Partners Small Cap Value Fund II BPSIX | 28.43 | +5.44% | +9.19% | +19.40% | +58.22% |  |
| A+ | Baron Real Estate Fund BREFX | 42.07 | +3.92% | +10.00% | +8.30% | +40.38% |  |
| A+ | Baird Short-Term Bond Fund BSBIX | 9.60 | +0.01% | +0.32% | -0.23% | +3.70% |  |
| A+ | Baird Short-Term Bond Fd Inv Cl BSBSX | 9.59 | +0.00% | +0.57% | -0.65% | +2.66% |  |
| A+ | Baron Small Cap Fund BSCFX | 30.64 | +4.33% | +13.37% | +19.01% | +49.89% |  |
| D | MassMutual Emerg Mkts Dbt Blnded TR A BXEAX | 7.60 | -0.03% | +3.33% | -1.49% | -0.26% |  |
| A+ | AB Relative Value Fund - A CABDX | 6.63 | +2.57% | +6.67% | +21.01% | +86.16% |  |
| A+ | Calamos Hedged Equity Income Fund Class A CAHEX | 18.82 | +1.56% | +4.15% | +11.00% | +47.28% |  |
| A+ | Cambiar International Equity Fund Investor Class CAMIX | 31.39 | +2.33% | +9.48% | +12.65% | +50.51% |  |
| B+ | Cambiar SMID Investor CAMMX | 22.12 | +3.36% | +7.63% | +14.71% | +31.35% |  |
| A+ | Cambiar International Equity Fund CAMYX | 31.42 | +2.34% | +9.51% | +11.99% | +49.99% |  |
| A+ | Columbia Balanced Fund CBALX | 56.43 | +2.08% | +5.52% | +13.35% | +56.26% |  |
| A+ | Columbia Balanced Fund Institutional 3 Class CBDYX | 57.23 | +2.08% | +5.61% | +13.36% | +56.56% |  |
| A+ | Allspring C&B Large Cap Value Fund CBECX | 11.01 | +4.96% | +8.90% | +29.13% | +118.60% |  |
| A+ | Chautauqua Global Growth Fund - Institutional Class CCGIX | 27.92 | +3.36% | +12.12% | +19.28% | +89.52% |  |
| A+ | Calvert International Responsible Idx A CDHAX | 36.27 | +2.06% | +10.90% | +15.37% | +53.86% |  |
| B+ | Calvert Equity R6 CEYRX | 98.31 | +2.83% | +5.00% | +17.93% | +66.02% |  |
| A+ | Touchstone Sands Capital Select Growth Y CFSIX | 22.22 | +5.20% | +15.14% | +19.86% | +143.42% |  |
| A+ | Commerce Funds Value Fund, Institutional Shares CFVLX | 34.77 | +2.31% | +3.21% | +18.88% | +75.74% |  |
| A+ | Calamos Growth & Income Fund Institutional Class CGIIX | 52.98 | +2.74% | +8.18% | +20.14% | +93.18% |  |
| A+ | Small Cap Growth Fund Class A CGOAX | 30.55 | +5.27% | +19.09% | +14.94% | +74.19% |  |
| A+ | Clarkston Fund Institutional Class CILGX | 15.97 | +3.42% | +6.18% | +11.05% | +51.89% |  |