William W. Sherertz

Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Virogenomics BioDevelopment, Inc. develops new drugs for the treatment of human diseases. Its business strategy is to identify and obtain rights to early-stage technologies, manage and develop these technologies to a critical phase, and then spin-off the developed technologies into new start-up companies. The company was founded by Jeffrey King and Renee Shirley in 2001 and is headquartered in Portland, OR.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Gevity HR, Inc. provides human resources outsourced solutions. It offers payroll & payroll administration, benefits & benefits administration, risk management and loss prevention, worker's compensation & claims services as well as HR policies and procedures. The company was founded in 1993 and is headquartered in Bradenton, FL.

SnapNames Web.com LLC engages in the provision of domain name aftermarket space. It offers domain backorders, auctions, and domain brokerage services. The company was founded by Raymond King and Ron Wiener in 2000 and is headquartered in Fort Lauderdale, FL.

Oregon Mutual Insurance Co. provides personal property, commercial property, and casualty insurance services. The company was founded in December, 1894 and is headquartered in McMinnville, OR.

Cold Spring Harbor Laboratory, Inc. provides research services. It operates educational institutions. The firm offers research in cancer, neurobiology, plant genetics, and bioinformatics. It also offers laboratory workshops to science teachers, students, and other groups across the nation. The company was founded in 1890 and is headquartered in Cold Spring Harbor, NY.

GenDx, Inc. provides healthcare services. The private company is based in New York, NY.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Part of D. A. Davidson Cos., Jensen Securities is an equity research firm. The company is based in Portland, OR. Jensen Securities was acquired by D. A. Davidson & Co. on September 29, 1997.