Arnold van den Berg

Van Den Berg Management I, Inc., dba Century Management Financial Advisors (CM), is an independent, SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by Arnold van den Berg in 1974. CM offers a complete suite of wealth management and financial planning services to a diverse group of clients.

John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates.

CM Advisers Family of Funds is an open-ended management company which invests in a number of securities. The company was founded on November 22, 2002 and is headquartered in Austin, TX.

Capital Securities Investment Corp. provides investment advice. The private company is based in Oak Brook, IL.