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PLEDGE 100000 100000 14 346531 18 2863150 0 3209681 0 3209681 0 0 0 0 0 0 0 0 0 0 X X 1 MARK ELDRIDGE 100 BRICKSTONE SQUARE SUITE 400 ANDOVER MA 01810 496926 X LIST OF OFFICERS, DIRECTORS, TRUSTEES AND FOUNDATION MANAGERS FORM 990-PF, PART VII VANESSA PLANT, EXECUTIVE DIRECTOR RECEIVED COMPENSATION AND EMPLOYEE BENEFITS BY ALKU LLC FOR HER DUTIES IN THE FOUNDATION. BAIRD AGGREGATE BOND FUND INSTL AT COST 906000 884626 GUGGENHEIM TOTAL RETURN BOND FD INSTL AT COST 885209 887314 NYLI MACKAY HIGH YIELD CORP BD CLASS I AT COST 147764 154268 PIMCO EMERGING MARKETS BOND INSTL AT COST 117200 115290 PIMCO INCOME FUND INSTITUTIONAL FUND AT COST 696900 700877 PGIM FLOATING RATE INCOME CLASS Z AT COST 267657 270052 GOLDMAN SACHS ETF TR ACTIVEBETA US LG AT COST 711695 1446631 ISHARES TR EXPND TEC SC ETF AT COST 215978 376795 ISHARES S&P MID-CAP 400 GROWTH ETF AT COST 121439 152399 ISHARES S&P MID-CAP 400 VALUE ETF AT COST 176593 177318 ISHARES TR CORE MSCI INTL AT COST 437332 474241 SPDR PORTFOLIO EMERGING MARKETS AT COST 392412 458176 SPDR PORTFOLIO DEVELOPED WORLD AT COST 431291 490789 SPDR SER TR S&P 600 SMCP GRW AT COST 99141 116913 SPDR SERIES TRUST S&P 600 SMCP VAL AT COST 113308 122063 SELECT SECTOR SPDR TR ENERGY AT COST 73019 65530 SELECT SECTOR SPDR TR FINANCIAL AT COST 123850 147068 UTILITIES SELECT SECTOR SPDR FUND AT COST 46840 50561 VANGUARD INDEX FDS VANGUARD GROWTH AT COST 1282901 1843697 VANGUARD INDEX FDS VANGUARD VALUE AT COST 1301839 1562808 SSGA ACTIVE ETF TR SPDR TR TACTIC AT COST 822354 809977 DUES & SUBSCRIPTIONS 2080 0 2080 BOOK/TAX DIFFERENCE 1226 INVESTMENT MANAGEMENT FEES 20734 20734 0 CONSULTING FEES 2500 0 2500 FOREIGN TAXES 3295 3295 0