Valerie Mosley

Eaton Vance New Jersey Municipal Income Trust is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. It currently invests in Cash Reserves Fund. The company was founded on January 29, 1999 and is headquartered in Boston, MA.

Eaton Vance Municipal Income Trust is a non-diversified, closed-end management investment company. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on January 29, 1999 and is headquartered in Boston, MA.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

Progress Investment Management Co Inc (Progress Investment Management) is a private equity firm founded in 1990 by Ed Callan and Marx L Cazenave. The firm is headquartered in San Francisco, California.

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund is a closed-end management investment company with objective of providing current income and gains, with a secondary objective of capital appreciation. It invests in a diversified portfolio of common stocks and writes call options on one or more United States and foreign indices on a substantial portion of the value of its common stock portfolio to generate current earnings from the option premium. The company was founded on March 30, 2005 and is headquartered in Boston, MA.

Eaton Vance Tax-Advantaged Dividend Income Fund operates as a closed-end investment fund. It invests in dividend-paying common and preferred stocks. The company was founded on September 30, 2003 and is headquartered in Boston, MA.

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund operates as a non-diversified, closed-end management investment company. It engages in the investment in dividend-paying common and preferred stocks. The company was founded on April 30, 2004 and is headquartered in Boston, MA.

Eaton Vance National Municipal Opportunities Trust is a diversified, closed-end management investment company. The Fund offers investors the opportunity to receive current income exempt from federal income tax through a professionally managed portfolio of municipal obligations. Investments are based on the municipal securities research, trading and portfolio management of Eaton Vance Management which generally are not available to individual investors. The company was founded on January 26, 2009 and is headquartered in Boston, MA.

Eaton Vance Ohio Municipal Bond Fund is a closed-end management investment fund. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax and in the form of an investment exempt from Ohio personal income tax. The fund offers the following services to investors: tax-exempt monthly income, quality of a professionally managed investment-grade portfolio. Eaton Vance Ohio Municipal Bond Fund was founded on November 29, 2002 and is headquartered in Boston, MA.

Eaton Vance Massachusetts Municipal Bond Fund operates as a closed-end investment fund. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and in the form of an investment exempt from Massachusetts personal income tax. The company was founded on November 29, 2002 and is headquartered in Boston, MA.

Eaton Vance California Municipal Bond Fund II operates as a closed-end investment fund/investment trust. It seeks to provide current income exempt from federal income tax, including alternative minimum tax and California personal income tax. The company was founded on November 29, 2002 and is headquartered in Boston, MA.

Eaton Vance California Municipal Bond Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and California personal income tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA.

New Profit, Inc. provides support and services to innovative social entrepreneurs and their organizations. It offers services to visionary entrepreneurs, philanthropists, and other partners. The company was founded by Vanessa Kirsch in 1998 and is headquartered in Boston, MA.

Global Income Builder Portfolio is an open-end investment fund. It invests in common stocks, preferred stocks, other hybrid securities, fixed and floating-rate income instruments of U.S. and foreign issuers. The company was founded on March 3, 2016 and is headquartered in Boston, MA.

Eaton Vance New Jersey Municipal Bond Fund is a closed-end management investment trust. The company investment objective is to provide current income exempt from federal income tax, including alternative minimum tax and in the form of an investment exempt from New Jersey personal income tax. It also offers the following services to investors: tax-exempt monthly income, quality of a professionally managed investment-grade portfolio. The fund was founded on November 29, 2002 and is headquartered in Boston, MA.

Eaton Vance New York Municipal Bond Fund II is a closed-end investment fund/investment trust. Its investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and New York State and New York City personal income taxes. The fund intends to make monthly distributions of net investment income, after payment of any dividends on any outstanding preferred shares. The company was founded on November 29, 2002 and is headquartered in Boston, MA.

Eaton Vance Tax-Managed Diversified Equity Income Fund is a diversified, closed-end management investment company. The fund's investment objective is to provide current income and gains, with a secondary objective of capital appreciation. The company was founded on November 30, 2006 and is headquartered in Boston, MA.

Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed-end investment fund company. Its investment objective is to provide a high level of after-tax total return. The company invests primarily in global dividend-paying common and preferred stocks and seeks to distribute a high level of divided income that qualifies for favorable federal income tax treatment. Eaton Vance Tax-Advantaged Global Dividend Income Fund was founded on January 30, 2004 and is headquartered in Boston, MA.

Eaton Vance Tax-Managed Global Diversified Equity Income Fund acts as closed-end investment fund. It intends to provide current income and gains with an objective of capital appreciation. The company was founded on February 27, 2007 and is headquartered in Boston, MA.

Eaton Vance Senior Floating-Rate Trust operates as a closed-end management investment trust. Its objective is to provide current income and seek preservation of capital to the extent consistent. The company was founded on July 31, 2003 and is headquartered in Boston, MA.

Eaton Vance Tax-Advantaged Bond & Option Strategies Fund is a closed-end investment fund. The Fund's investment objective is to provide tax-advantaged current income and gains. The company was founded in 2005 and is headquartered in Boston, MA.

Eaton Vance Tax-Managed Buy-Write Income Fund is a closed-end investment fund, which engages in the investment in a portfolio of common stocks and write of call options. The company was founded on April 29, 2005 and is headquartered in Boston, MA.

Eaton Vance Floating Rate Income Plus Fund is a closed-end management investment company. It offers asset classes which include U.S. and global equities, municipal bonds and taxable income, and alternative strategies. It also provides exposure to the floating-rate loan market, off-benchmark investments across fixed income sectors, and diversification benefits for investor portfolios. The company was founded on April 5, 2013 and is headquartered in Boston, MA.

Eaton Vance Floating Rate 2022 Target Term Trust is a diversified, closed-end management investment company. The company was founded on March 16, 2017 and is headquartered in Boston, MA.

Eaton Vance High Income 2021 Target Term Trust is a closed-end investment fund. Its objective is to return the trusts original NAV is not an express or implied guarantee obligation of the trust or any other entity. The company is headquartered in Boston, MA.

Eaton Vance Municipal Bond Fund II is a mutual fund, closed-end investment. Its objective is to provide current income exempt from federal income tax, including alternative minimum tax under normal market conditions. The company was founded in 2002 and is headquartered in Boston, MA.

Eaton Vance Municipal Bond Fund is a closed-ended investment fund. It has an objective of providing current income exempt from federal income tax including alternate minimum tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA.

Eaton Vance Limited Duration Income Fund operates as a closed-end investment fund/investment trust. Its investment objective is to provide current income with a secondary objective of capital appreciation. The company was founded on May 30, 2003 and is headquartered in Boston, MA.

Eaton Vance Pennsylvania Municipal Income Trust is a non-diversified, closed-end management investment company. Its investment objective is to provide a high level of current income. The firm's secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The company was founded on January 29, 1999 and is headquartered in Boston, MA.

Eaton Vance Floating-Rate Income Trust operates as a non-diversified, closed-end management investment company. Its investment objective is to provide a high level of current income. The firm's secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The company was founded on June 29, 2004 and is headquartered in Boston, MA.

Eaton Vance Enhanced Equity Income Fund II is a diversified, closed-end management investment fund. Its investment objective is to provide current income, with a secondary objective of capital appreciation. It aims to invest primarily in a portfolio of mid- and large-capitalization common stocks. The company was founded on January 31, 2005 and is headquartered in Boston, MA.

Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-end investment fund, which engages in the provision of current income and gains, with an objective of capital appreciation. The company was founded on June 30, 2005 and is headquartered in Boston, MA.

Eaton Vance Short Duration Diversified Income Fund operates as a non-diversified, closed-end management investment company. It intends to provide current income. The company was founded on February 28, 2005 and is headquartered in Boston, MA.

Eaton Vance Ohio Municipal Income Trust is a non-diversified, closed-end management investment trust. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on January 29, 1999 and is headquartered in Boston, MA.

Eaton Vance Municipal Income 2028 Term Trust is a closed-end investment fund. Its investment objective is to provide current income exempt from regular federal income tax. The company was founded on March 28, 2013 and is headquartered in Boston, MA.

Located in Hadley, Massachusetts, Mass Ventures Corp. is The University of Massachusetts Amherst's economic development partnership with the business community and the State. The firm provides venture development, financial advisory and investment banking services to high growth businesses.

Eaton Vance Worldwide Health Sciences Portfolio is a closed-end investment fund. The company invests worldwide in companies, which engages in the discovery, development, production or distribution of products related to scientific advances in health care, including biotechnology, pharmaceuticals, diagnostics, managed health care, and medical equipment and supplies. Its objective is to seek long-term capital growth by investing in a worldwide and diversified portfolio of health sciences companies. The company is headquartered in Boston, MA.

Eaton Vance Risk Managed Diversified Equity Income Fund operates as a closed-end investment fund. Its investment objective is to seek a high level of current income, with a secondary objective of capital appreciation. The company was founded on July 31, 2007 and is headquartered in Boston, Massachusetts.

Eaton Vance Multi Sector Income Trust is a closed end investment company. Its investment objective is to seek value opportunities across both traditional investment grade and high yield bond sectors and non traditional asset classes including convertibles, preferred stocks, non-U.S. sovereign and corporate and floating-rate loans. The company is headquartered in Boston, MA.

Eaton Vance Enhanced Equity Income Fund acts as closed-end investment fund/investment trust. Its investment objective is to provide current income, with a secondary objective of capital appreciation. The company was founded on October 29, 2004 and is headquartered in Boston, MA.

Eaton Vance New York Municipal Bond Fund is a closed-end investment company. The fund seeks current income exempt from federal and New York income taxes through investment in high rated investment grade municipal securities. Its investment objective is to provide current income exempt from federal income tax. The company was founded on August 30, 2002 and is headquartered in Boston, MA.

Part of P.G. Corbin Group, Inc., P.G. Corbin Asset Management, Inc. is a company that provides asset management services. The company is based in Chicago, IL. Patricia Garrison-Corbin has been the CEO of the company since 1987.

Eaton Vance Pennsylvania Municipal Bond Fund is a non-diversified, closed-end management investment company. The fund's investment objective is to provide current income exempt from federal income tax, including alternative minimum tax, and Pennsylvania state and local taxes in the form of an investment exempt from Pennsylvania personal property taxes. The company was founded on November 29, 2002 and is headquartered in Boston, MA.

McLean Hospital, Inc. provides healthcare services. It offers specialized programs for the research and treatment of psychiatric and neurological illnesses, including: depression, bipolar and psychotic disorders, mood and anxiety disorders, substance abuse, geriatric mental illnesses and child adolescent psychiatric disorders. The company was founded in February, 1811 and is headquartered in Belmont, MA.

Caribou Financial, Inc. operates an auto refinance origination platform. it provides customers with auto loan offers that can reduce monthly payments, save interest, or both. The firm's products include Loan Refinance, Vehicle Service Contracts and Debt Cancellation. The company is headquartered in Alexandria, VA.

Caribou LLC is a business advisory company that provides consulting services to businesses. The private company is based in Palm Beach Gardens, FL. The company was founded by Timothy Mahoney.

Upward Wealth, Inc. is a digital financial wellness company that helps people become and stay financially secure. Upward Wealth is based in Weston, MA. The company's flagship product, BrightUp, is an emotionally intelligent financial wellness benefit provider that helps workers and their loved ones grow their net worth and improve their self-worth. The company was founded in 2020 by Valerie A. Mosley, who has been the CEO since 2020.

Athena Technology Acquisition Corp. operates as a blank check company. Its business purpose is to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization or similar business combination. The company was founded by Isabelle Freidheim on December 8, 2020 and is headquartered in Kennesaw, GA.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

The New Commonwealth Racial Equity & Social Justice Fund, Inc. provides a racial equity and social justice fund to support black and brown communities. The non-profit company is based in Milton, MA. Shell, Linda Dorcena Forry, Malia Lazu, Pamela Everhart, Myechia Minter-Jordan, Rebekah Splaine Salwasser, Rodney C. Pratt, Stephanie Lovell, Valerie A. Mosley, BJ Trach, Paul Francisco, Desiree Ralls-Morrison, William M. Cowan, Damon Hart, and Quincy L. Miller. The company was founded by Corey Eugene Thomas, Damian W. Wilmot, Dominic L. Blue, Frederick M. Lowery, Greg A.

DraftKings Holdings, Inc. operates as a digital sports entertainment and gaming company. It operates through the Business-to-Consumer (B2C) and Business-to-Business (B2B) segments. The B2C segment focuses on providing users with daily fantasy sports, sports betting, and online casino products. The B2B segment develops, designs, and licenses sports betting and casino gaming software for its Sportsbook and casino gaming products. The company was founded by Jason D. Robins, Matthew Kalish and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

American Red Cross of Massachusetts Bay provides food and shelter in emergencies, operates the largest food pantry in New England, and teaches lifesaving skills, trains nurses’ aides and certified nursing. Its services include training & certification classes, disaster, youth programs, food & nutrition programs. The company was founded in 1905 and is headquartered in Medford, MA.

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through Envestnet Wealth Solutions and Envestnet Data and Analytics segments. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data and Analytics segment is involved in data aggregation and a data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg, William C. Crager, and Brandon Rockwell Thomas in 1999 and is headquartered in Berwyn, PA.

Broadlight Capital Management LLC (Broadlight Capital) is a private equity firm founded by David Austin Dorfman, Kevin Yorn and Austin Dorfman. The firm is headquartered in Los Angeles, California.