| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Young L. Robert | Trustee | $264,439 | 28 Nov 2025 | ||
| Mary Beth Ramsay | Vice President | 28 Feb 2024 | |||
| Mark Zheng | Portfolio Manager | 11 Feb 2025 | |||
| James Shung-ook Kim | Portfolio Manager | 12 Feb 2025 | |||
| Marc Cardella | VP and Controller | 02 Dec 2024 | |||
| John M. McCann | Vice President | 14 Apr 2022 | |||
| Amy B.R. Lancellotta | Trustee | 02 Jun 2021 | |||
| Brenda A. Langenfeld | Portfolio Manager | 21 Mar 2023 | |||
| KENNY THOMAS J | Trustee | 01 Jan 2024 | |||
| Joanne Medero | Trustee | 02 Jun 2021 | |||
| Joseph A. Boateng | consultant | 01 Jan 2024 | |||
| Brett Black | Chief Compliance Officer | 01 Jun 2022 | |||
| John P. Espinosa | Portfolio Manager | 21 Mar 2023 | |||
| Katherine Renfrew | Portfolio Manager | 21 Mar 2023 | |||
| LOREN M. STARR | Trustee | 01 Jan 2024 | |||
| Michael A. Forrester | consultant | 01 Jan 2024 | |||
| Aashh Parekh | Portfolio Manager | 30 Jun 2025 | |||
| James N. Nelson III | Vice President | 28 Feb 2024 | |||
| Robert Tanner Page | VP and Treasurer | 10 Sep 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|