Darryl Preston Layne

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

GXS, Inc. provides cloud-based software and services. The company was founded in 1967 and is headquartered in Baltimore, MD.

Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts.

Touchstone Securities, Inc. engages in the provision of life insurance services. The company is headquartered in Cincinnati, OH.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups.

Burke & Herbert Bank & Trust Co. is a bank holding company, which engages in the provision of personal banking, business banking, and on line banking through its subsidiary. Its services include checking, order checks, statement savings, student banking, convenient checking, overdraft protection, visa gift cards, cash card, visa debit card, mortgage, and instalment loans. The company was founded by John Woolfolk Burke and Arthur Herbert in 1852 and is headquartered in Alexandria, VA.

PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors.

Aristotle Capital Management LLC (Aristotle Capital) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Howard R. Gleicher and Steven M. Borowski in 2010. Aristotle Capital specializes in equity portfolio management for institutional and individual clients worldwide.

Founded in 2013, Virtue Capital Management LLC is a registered investment advisor located in Brentwood, Tennessee. The firm is a subsidiary of Virtue Financial Holdings LLC. They offer a variety of financial services to individuals, high net-worth individuals, banks and thrift institutions, pension and profit sharing plans, trusts, estates, or charitable organizations, and other investment advisors.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

The Virginia Tech Foundation, Inc. (Foundation) is a non-profit organization headquartered in Blacksburg, Virginia. The firm was founded in 1948 to receive, manage, and disburse private gifts in support of Virginia Tech programs. The Foundation supports university faculty, staff, and students by managing funds used for the operation, research, and teaching efforts of Virginia Tech.

State of Georgia (Investment Management) (also known as the Georgia Division of Investment Services) is the pension fund management division of the State of Georgia which is headquartered in Atlanta, Georgia. The firm manages the assets of the majority of the State of Georgia’s pension funds: Employees Retirement System (ERS), Public School Employees Retirement System (PSERS), Georgia Judicial Retirement System (GJRS), Legislative Retirement System (LRS), State Employees’ Assurance Department (Pre-Retirement), State Employees’ Assurance Department (Post-Retirement), Survivor’s Benefit Fund (SBF), and Georgia Military Pension Fund (GMPF).