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26351 Documents

			FAMILY	ASSET CLASS
1 Week Reminder: Index Name Change Notice - Morningstar PitchBook US Unicorn	01/02/26	Other	—	Private Markets
Indexes Holiday Calendar	01/01/26	Calculation	—	—
DM Min Vol (USD) Reduced Carbon Select Holdings	12/31/25	Full Holdings	Morningstar Factor	Equity
1 Day Reminder: Consultation on Morningstar Style Index Methodology	12/30/25	Client Consultation	—	Equity
Morningstar Transatlantic Sustainable Development Goals Select 40	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Transatlantic Sustainable Development Goals Focus 40	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Transatlantic Paris Aligned Benchmark Select 80	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Transatlantic Paris Aligned Benchmark Select 50	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Transatlantic Gender Diversity Select 100	12/27/25	ESG Benchmark Statement	Morningstar Gender Diversity	Equity
Morningstar Transatlantic ESG Select 40 Series	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Transatlantic ESG Screened Select 100	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Transatlantic Auto Banks Luxury Tech and Telecom ESG Screened Select 60	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Transatlantic Auto Banks Luxury Tech & Telecom ESG Screened Select 60 Capped Series	12/27/25	ESG Benchmark Statement	Morningstar Equity Sector and Industry	Equity
Morningstar TME Paris Aligned Benchmark Sustainability Select Series	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Sustainability Moat Focus Series	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Sustainability Leaders Series	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Renewable Energy Series	12/27/25	ESG Benchmark Statement	Morningstar Thematic	Equity
Morningstar Renewable Energy Select 30 Series	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Paris Aligned Benchmark Select Series	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity
Morningstar Large Cap Target Market Exposure Paris Aligned Benchmark Select Series	12/27/25	ESG Benchmark Statement	Morningstar Equity Sustainability	Equity

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