| A+ | Vanguard Inflation Protected Securities Fund VIPSX | 12.08 | +0.60% | +2.33% | +5.31% | +5.35% |  |
| A+ | Vanguard Information Technology Index Fund Admiral Shs VITAX | 385.61 | +3.46% | +12.90% | +29.17% | +180.67% |  |
| A+ | Vanguard Massachusetts Tax-Exempt Fund VMATX | 10.07 | -0.24% | +1.98% | +1.46% | +1.71% |  |
| A+ | Vanguard Mid-Cap Index Fund Institutional Shares VMCIX | 79.91 | +3.60% | +11.19% | +22.47% | +90.71% |  |
| A+ | Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares VNJTX | 11.30 | -0.42% | +3.35% | +3.11% | +7.13% |  |
| 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 | 10.33 | +0.26% | +0.60% | +0.22% | -1.25% |  |
| A+ | Vanguard Total Stock Mkt Idx Instl Pls VSMPX | 301.25 | +2.80% | +10.70% | +23.12% | +116.74% |  |
| A+ | Vanguard Institutional Target Retirement 2050 Fund Institutional Shares VTRLX | 10.48 | +6.23% | +21.05% | +27.48% | +222.19% |  |
| A+ | Vanguard Target Retirement 2025 Fund VTTVX | 20.99 | +1.49% | +6.25% | +11.00% | +42.16% |  |
| A+ | Vanguard High-Yield Tax-Exempt Fund Admiral Shares VWALX | 10.59 | -0.24% | +3.34% | +3.48% | +7.39% |  |
| A+ | Vanguard International Growth Fund VWIGX | 39.15 | +4.24% | +21.83% | +11.88% | +54.58% |  |
| A+ | Vanguard Long Term Tax Exempt Fund VWLUX | 10.78 | -0.37% | +2.23% | +2.07% | +4.59% |  |
| A+ | Vanguard Windsor II Fund VWNFX | 49.78 | +2.75% | +8.37% | +22.89% | +93.56% |  |
| A+ | Vanguard U.S. Growth Fund VWUSX | 84.04 | +5.40% | +16.49% | +25.35% | +155.79% |  |
| A+ | Wasatch Emerging Markets Small Cap Fund WAEMX | 2.87 | +5.45% | +16.01% | +26.51% | +74.10% |  |
| A | WAGOX | 4.27 | +4.86% | +15.38% | +19.88% | +57.68% |  |
| B | Wasatch International Select Fund Investor Class WAISX | 14.44 | +3.10% | +7.95% | +3.47% | +28.32% |  |
| A+ | William Blair Small Cap Growth Fund Class N WBSNX | 29.32 | +4.68% | +20.34% | +20.51% | +62.89% |  |
| A+ | William Blair Emerging Mkts Ldrs N WELNX | 11.40 | +2.96% | +12.31% | +5.78% | +23.95% |  |
| A+ | WCM Focused Emerging Markets Fund - Investor Class WFEMX | 19.32 | +3.31% | +9.36% | +3.81% | +19.69% |  |
| A+ | WCM Focused Global Growth Fund - Investor Class WFGGX | 32.86 | +3.94% | +10.66% | +18.73% | +104.01% |  |
| A+ | WesMark Balanced Fund WMBLX | 13.98 | +1.44% | +5.75% | +12.49% | +49.38% |  |
| A+ | WesMark Large Company Fund WMKGX | 25.91 | +3.13% | +8.84% | +18.40% | +102.13% |  |
| A+ | WMKTX | 12.94 | +1.54% | +5.83% | +10.02% | +37.43% |  |
| A+ | Wilmington Large-Cap Strategy Fund Class Institutional WMLIX | 36.22 | +2.72% | +10.14% | +23.18% | +120.40% |  |
| A+ | TETON Westwood Mighty Mites Fund WMMAX | 16.65 | +4.27% | +11.53% | +11.07% | +32.62% |  |
| A+ | Weitz Partners Value Fund WPVLX | 33.77 | +2.39% | +6.03% | +11.62% | +52.13% |  |
| A+ | Boston Trust Walden Equity Fund WSEFX | 38.39 | +2.09% | +6.34% | +16.39% | +67.27% |  |
| A+ | William Blair Small-Mid Cap Growth Fund Class I WSMDX | 28.16 | +4.29% | +15.09% | +12.23% | +54.27% |  |
| A+ | Segall Bryant & Hamill Plus Bond Fund Retail Class WTIBX | 9.57 | +0.38% | +0.70% | -0.19% | -3.13% |  |
| A+ | CIT: Small Cap Value Fund I1 Class I1 WTIXMX | 17.30 | +5.39% | +10.49% | +15.19% | +40.73% |  |
| A+ | Segall Bryant & Hamill Small Cap Growth Fund Retail Class WTSGX | 22.25 | +5.39% | +19.21% | +18.57% | +57.04% |  |
| A | XAXCX | 10.75 | +0.10% | +0.90% | -5.62% | -16.30% |  |
| D | CPG Cooper Square International Equity, LLC Class I XCSIX | 15.25 | +1.98% | -0.48% | +0.30% | +1.48% |  |
| A | Invesco Senior Loan Fund XPRTX | 5.72 | +0.41% | +3.60% | +6.19% | +12.35% |  |
| A+ | Zacks Dividend Fund Investor Class ZDIVX | 28.35 | +2.57% | +5.79% | +21.87% | +91.33% |  |
| A+ | American Funds 2045 Trgt Date Retire A AAHTX | 24.63 | +2.57% | +9.43% | +16.48% | +73.12% |  |
| A+ | American Funds 2050 Trgt Date Retire A AALTX | 24.30 | +2.54% | +9.54% | +16.44% | +73.57% |  |
| A+ | American Century Inv, Focused Dynamic Growth Fund - Investor Class ACFOX | 80.90 | +4.73% | +15.13% | +19.47% | +148.35% |  |
| A+ | American Century Mid Cap Value Fund ACMVX | 16.58 | +3.21% | +5.24% | +17.46% | +52.94% |  |
| A+ | American Century Short Duration Fd Investor Cl ACSNX | 9.88 | +0.24% | +0.87% | +0.53% | +0.47% |  |
| A+ | Invesco Comstock Fund Class R ACSRX | 31.63 | +3.12% | +5.91% | +21.36% | +91.94% |  |
| A+ | American Century Capital Value Fund Investor Class ACTIX | 9.80 | +0.10% | +1.59% | -1.06% | +0.50% |  |
| A+ | American Century Disciplined Growth Fund Investor Class ADSIX | 26.06 | +4.90% | +13.11% | +30.84% | +170.58% |  |
| A+ | American Century Sustainable Equity Fund - Investor Class AFDIX | 58.12 | +3.06% | +8.44% | +21.19% | +96.78% |  |
| A+ | Alger Mid Cap Focus I AFOIX | 21.24 | +5.54% | +21.03% | +31.25% | +193.72% |  |
| A+ | American Beacon AHL Managed Futures Strategy Fund - Investor Class AHLPX | 9.41 | -0.67% | +4.41% | +19.74% | +73.34% |  |
| A | abrdn Realty Income & Growth Fund Institutional Class AIGYX | 10.89 | +2.30% | +5.71% | +20.40% | +65.33% |  |
| A+ | Alger Focus Equity Fund ALCFX | 99.48 | +4.54% | +11.99% | +26.15% | +222.35% |  |
| A+ | Alger Small Cap Growth Institutional Fund Class I ALSRX | 17.95 | +4.55% | +16.73% | +12.08% | +24.84% |  |
| A+ | American Century Mid Cap Value Fund AMDVX | 16.61 | +3.34% | +5.34% | +18.20% | +58.22% |  |
| A+ | American Funds AMCAP Fund AMPFX | 46.80 | +3.39% | +9.29% | +18.43% | +97.64% |  |
| A+ | American Funds New Economy Fund Cl F-1 Shs ANFFX | 75.23 | +3.90% | +12.95% | +18.53% | +104.31% |  |
| A+ | American Century One Choice Portfolio: Moderate Investor Class AOMIX | 16.85 | +1.90% | +6.74% | +10.98% | +41.68% |  |
| A+ | AOTIX | 34.06 | +2.35% | +11.24% | +7.57% | +26.86% |  |
| A+ | Artisan Global Value Fund Advisor Class APDGX | 27.54 | +2.49% | +8.70% | +18.02% | +76.41% |  |
| A+ | Artisan International Value Fund Advisor Class APDKX | 54.19 | +1.77% | +9.24% | +20.03% | +81.54% |  |
| A+ | AB Large Cap Growth Fund Advisor Class APGYX | 124.36 | +4.95% | +11.99% | +25.44% | +133.32% |  |
| A | ARCFX | 9.88 | +0.22% | +1.07% | +1.80% | +8.45% |  |
| A+ | AMG River Road Small Cap Value Fund - Class N ARSVX | 15.95 | +3.78% | +8.69% | +11.97% | +47.92% |  |
| A+ | American Century Real Estate Fund ARYCX | 25.28 | +2.27% | +6.45% | +23.53% | +63.40% |  |
| A | Lisanti Small Cap Growth Fund ASCGX | 23.51 | +6.53% | +21.67% | +21.45% | +91.71% |  |
| A+ | Strategic Income Fund - Investor Class ASIEX | 9.09 | +0.90% | +3.17% | +2.81% | +2.55% |  |
| A+ | American Century Small Company Fund Investor Class ASQIX | 18.05 | +5.16% | +14.86% | +16.04% | +52.58% |  |
| A+ | BlackRock 40/60 Target Allocation Fund, Investor A BAMPX | 14.02 | +1.76% | +6.16% | +8.53% | +35.11% |  |
| A+ | Bridge Builder Core Plus Bond BBCPX | 8.99 | +0.41% | +1.16% | +0.92% | +0.56% |  |
| A+ | Bridge Builder International Equity Fund BBIEX | 15.34 | +1.89% | +11.39% | +15.57% | +52.98% |  |
| A+ | Franklin Mutual Beacon Fund BEGRX | 18.53 | +2.25% | +9.41% | +17.76% | +72.55% |  |
| A+ | Baron Emerging Markets Fd Inst Shs BEXIX | 19.75 | +2.89% | +10.41% | +7.24% | +34.56% |  |
| A+ | American Funds Corporate Bond Fund - Class F-1 BFCFX | 9.62 | +0.40% | +0.47% | -0.69% | -5.70% |  |
| A+ | Berkshire Focus Fund BFOCX | 40.89 | +8.74% | +26.34% | +37.63% | +310.61% |  |
| A+ | Baron Fifth Avenue Growth Fund BFTHX | 66.74 | +6.99% | +11.64% | +14.55% | +119.23% |  |
| B+ | Baron Growth Fund BGRFX | 78.84 | +3.74% | +13.63% | +18.88% | +44.93% |  |
| A+ | BGSAX | 75.91 | +5.60% | +22.28% | +28.32% | +186.28% |  |
| A+ | Madison Dividend Income Fd Cl Y BHBFX | 26.96 | +2.03% | +5.94% | +18.43% | +72.01% |  |
| A+ | Brandes International Equity Fund Class I BIIEX | 27.10 | +0.76% | +8.29% | +21.42% | +100.30% |  |
| A+ | American Beacon Bridgeway Large Cap Growth Fund BLYYX | 37.81 | +4.39% | +13.28% | +24.91% | +137.29% |  |
| A+ | Boston Partners Small Cap Value Fund II BPSIX | 28.44 | +5.40% | +10.94% | +19.43% | +61.21% |  |
| A+ | Baron Real Estate Fund BREFX | 41.86 | +4.44% | +12.01% | +8.92% | +43.50% |  |
| A+ | Baird Short-Term Bond Fund BSBIX | 9.60 | +0.01% | +0.32% | -0.29% | +3.70% |  |
| A+ | Baird Short-Term Bond Fd Inv Cl BSBSX | 9.59 | +0.11% | +0.57% | -0.76% | +2.66% |  |
| A+ | Baron Small Cap Fund BSCFX | 30.83 | +4.18% | +14.30% | +18.34% | +51.57% |  |
| D | MassMutual Emerg Mkts Dbt Blnded TR A BXEAX | 7.60 | -0.02% | +3.82% | -1.44% | +0.41% |  |
| A+ | AB Relative Value Fund - A CABDX | 6.63 | +2.57% | +7.68% | +21.05% | +88.29% |  |
| A+ | Calamos Hedged Equity Income Fund Class A CAHEX | 18.88 | +1.36% | +4.41% | +10.67% | +47.87% |  |
| A+ | Cambiar International Equity Fund Investor Class CAMIX | 31.50 | +1.98% | +10.17% | +12.28% | +51.65% |  |
| B+ | Cambiar SMID Investor CAMMX | 22.13 | +3.31% | +8.75% | +14.72% | +33.19% |  |
| A+ | Cambiar International Equity Fund CAMYX | 31.54 | +1.95% | +10.16% | +11.59% | +51.08% |  |
| A+ | Columbia Balanced Fund CBALX | 56.58 | +1.81% | +5.98% | +13.08% | +57.19% |  |
| A+ | Columbia Balanced Fund Institutional 3 Class CBDYX | 57.38 | +1.82% | +6.06% | +13.10% | +57.50% |  |
| A+ | Allspring C&B Large Cap Value Fund CBECX | 10.98 | +5.25% | +11.34% | +29.50% | +123.71% |  |
| A+ | Chautauqua Global Growth Fund - Institutional Class CCGIX | 27.94 | +3.50% | +13.29% | +19.24% | +91.87% |  |
| A+ | Calvert International Responsible Idx A CDHAX | 36.46 | +1.53% | +11.39% | +14.79% | +54.72% |  |
| B+ | Calvert Equity R6 CEYRX | 98.17 | +2.99% | +6.22% | +18.14% | +68.28% |  |
| A+ | Touchstone Sands Capital Select Growth Y CFSIX | 22.35 | +6.57% | +16.66% | +19.26% | +147.54% |  |
| A+ | Commerce Funds Value Fund, Institutional Shares CFVLX | 34.72 | +2.45% | +4.32% | +19.10% | +78.01% |  |
| A+ | Calamos Growth & Income Fund Institutional Class CGIIX | 53.24 | +2.24% | +8.66% | +19.60% | +94.41% |  |
| A+ | Small Cap Growth Fund Class A CGOAX | 30.67 | +6.25% | +20.66% | +14.57% | +77.01% |  |
| A+ | Clarkston Fund Institutional Class CILGX | 15.92 | +3.75% | +7.66% | +11.47% | +54.39% |  |