# Holder Name Position Position Change $ Market Value % Port % O/S Rpt Date
1 Manning & Napier Advisors LLC 428,251 -101,273 11,961,906.93 0.149 0.2667 03/31/2026
2 BlackRock Investment Management (UK) Ltd. 98,479 -18,757 2,750,715.43 0.0003 0.0613 05/08/2026
3 GAMMA Investing LLC 1,504 -118 42,009.73 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 3,847,521.27 1.0005 0.0858 03/31/2026
2 Manning & Napier Pro-Blend Extended Term Series 82,502 -17,894 2,304,445.86 0.9397 0.0514 03/31/2026
3 Manning & Napier Pro Mix Maximum Term CIT 69,103 -56,837 1,930,185 0.8711 0.043 03/31/2026
4 Manning & Napier Pro-Blend Moderate Term Series 45,554 -9,709 1,272,414.33 0.9526 0.0284 03/31/2026
5 Manning & Napier Pro Mix Extended Term CIT 42,561 -5,883 1,188,813.85 1.0141 0.0265 03/31/2026
6 Manning & Napier Pro-Blend Conservative Term Series 23,433 0 654,530.56 0.9184 0.0146 03/31/2026
7 Manning & Napier Pro Mix Moderate Term CIT 23,253 -3,318 649,502.8 1.0106 0.0145 03/31/2026
8 Manning & Napier Pro Mix Conservative Term CIT 4,099 -110 114,493.27 0.879 0.0026 03/31/2026
# 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 428,251 -101,273 11,961,906.93 0.149 0.2667 03/31/2026
2 BlackRock Investment Management (UK) Ltd. 98,479 -18,757 2,750,715.43 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 42,009.73 0.0018 0.0009 03/31/2026

Data provided by FactSet Research Systems Inc.