Franklin Advisers, Inc. is a financial advisory firm based in San Mateo, California. It currently has approximately $337,797,495,148 of assets under management and employs about 302 people. Franklin Advisers, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.

Dodge & Cox is a financial advisory firm based in San Francisco, California. It currently has approximately $321,296,858,596 of assets under management and employs about 295 people. Dodge & Cox uses a fee structure of and a percentage of assets under your management.

**Edelman Financial Engines Summary:** Edelman Financial Engines, operating as Financial Engines Advisors L.L.C., is an SEC-registered investment adviser based in Santa Clara, California. The firm primarily operates under the name "Edelman Financial Engines." Established in 2025, the firm offers a Wrap Fee Program that includes model portfolios and custom models catering to various risk levels and investment objectives. Clients can choose from a range of asset allocation models, utilizing a mix of mutual funds and ETFs. Planners assess clients' needs, investment objectives, and risk tolerance to recommend suitable models. Clients must establish brokerage accounts with custodians like Fidelity, Axos Advisor Services, or Charles Schwab. Edelman Financial Engines has limited discretionary authority to invest client assets in accordance with the selected model. The firm provides rebalancing and reallocation services to ensure portfolios align with clients' goals and market conditions. Fees for wealth planning clients are tiered based on assets under management, with negotiated rates available for certain clients. The firm also offers services to retirement plans and institutional clients, charging asset-based fees. Edelman Financial Engines does not charge performance-based fees and does not engage in side-by-side management. The firm's investment philosophy focuses on diversified portfolios, long-term strategies, and client-specific factors. Clients receive quarterly account statements and have access to their account information through custodian platforms. Edelman Financial Engines has a Code of Ethics emphasizing fiduciary responsibilities and ethical conduct. The firm discloses potential conflicts of interest, such as marketing support agreements with custodians like Schwab and Fidelity. Edelman Financial Engines participates in the Funding Our Future initiative and provides detailed information on its financial condition and bankruptcy history. For more information, clients can contact Edelman Financial Engines at 1-800-601-5957 or visit their website at www.EdelmanFinancialEngines.com. [End of Summary]

Ares Management LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $239,688,702,247 of assets under management and employs about 2378 people. Ares Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Oaktree Capital Management, L.p. is a financial advisory firm based in Los Angeles, California. It currently has approximately $150,985,669,468 of assets under management and employs about 908 people. Oaktree Capital Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.

PRIMECAP Management Company is an independent investment advisory firm established in 1983 in Pasadena, California. The firm's goal is to provide superior long-term investment results tailored to meet clients' specific requirements and objectives. PRIMECAP focuses on managing equity portfolios for a select number of clients, including employee benefit and pension plans, endowments, foundations, and mutual funds for the Vanguard Group. The firm's investment philosophy revolves around fundamental research and bottom-up stock picking, with a focus on long-term value creation. PRIMECAP manages assets totaling $117,232,900,412 as of December 31, 2022, all on a discretionary basis. For separately managed accounts, PRIMECAP charges a management fee based on a percentage of assets under management, with fees calculated on a tiered scale. The firm also charges asset-based fees for managing the Vanguard Funds and PRIMECAP Odyssey Funds. PRIMECAP does not charge performance-based fees and primarily serves institutional clients with a minimum initial account size of $250 million. The PRIMECAP Odyssey Funds have a minimum investment requirement of $2,000 for regular accounts, $1,000 for IRA accounts, and $100 for additional investments. PRIMECAP acts as a fiduciary, providing investment discretion to make decisions on behalf of clients. The firm's investment strategies focus on equity securities, and it does not engage in short sales, margin transactions, or investments in derivatives or currency hedging. Clients have the option to impose reasonable limitations and restrictions on their investments, provided they are clearly stated in writing.

Metropolitan West Asset Management LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $108,489,926,573 of assets under management and employs about 361 people. Metropolitan West Asset Management LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.

J.p. Morgan Private Wealth Advisors LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $106,195,904,500 of assets under management and employs about 1165 people. J.p. Morgan Private Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and portfolio consulting / flat fee.

Vista Equity Partners Management, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $103,120,740,320 of assets under management and employs about 607 people. Vista Equity Partners Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.