# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Manning & Napier Advisors LLC 435,493 -94,031 12,180,739.21 0.1483 0.2712 04/30/2026
2 BlackRock Investment Management (UK) Ltd. 98,479 -18,757 2,754,457.63 0.0003 0.0613 05/08/2026
3 GAMMA Investing LLC 1,504 -118 42,066.88 0.0018 0.0009 03/31/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Manning & Napier Pro-Blend Maximum Term Series 137,746 -7,522 3,852,755.62 1.0567 0.0858 04/30/2026
2 Manning & Napier Pro-Blend Extended Term Series 82,502 -17,894 2,307,580.94 0.9575 0.0514 04/30/2026
3 Manning & Napier Pro Mix Maximum Term CIT 69,103 -56,837 1,932,810.91 0.9045 0.043 04/30/2026
4 Manning & Napier Pro-Blend Moderate Term Series 45,554 -9,709 1,274,145.38 0.9914 0.0284 04/30/2026
5 Manning & Napier Pro Mix Extended Term CIT 42,561 -5,883 1,190,431.17 1.0337 0.0265 04/30/2026
6 Manning & Napier Pro Mix Moderate Term CIT 30,495 3,924 852,945.15 1.1449 0.019 04/30/2026
7 Manning & Napier Pro-Blend Conservative Term Series 23,433 0 655,421.01 0.9285 0.0146 04/30/2026
8 Manning & Napier Pro Mix Conservative Term CIT 4,099 -110 114,649.03 0.9406 0.0026 04/30/2026
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1
# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Manning & Napier Advisors LLC 435,493 -94,031 12,180,739.21 0.1483 0.2712 04/30/2026
2 BlackRock Investment Management (UK) Ltd. 98,479 -18,757 2,754,457.63 0.0003 0.0613 05/08/2026
3 Paradigm Asset Management Co. LLC 0 -600 0 0 0
4 GAMMA Investing LLC 1,504 -118 42,066.88 0.0018 0.0009 03/31/2026

Data provided by FactSet Research Systems Inc.