Morningstar 4 & 5 Star Rating™

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Throughout the proxy season, we provide advance vote disclosure ahead of shareholder meetings. Please see our full directory of advance vote disclosures below, and sign up to receive alerts when new votes are posted.

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Morningstar calculates a monthly Morningstar rating based on a risk-adjusted total return.

about Morningstar&apos;s Rating, including its category rating methodology

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Title and Description	Literature Code	ML Control Number	Expiration Date	Type
Anticipating the Unexpected	H0384	ML25-004419	6/2/2026	Brochure
Family Love Letter Client Presentation	N/A	ML25-007546	10/15/2026	Presentation
Life Events Checklist	G0584	ML25-004367	5/29/2026	Brochure
Surviving Spouse Checklist	H0385	ML25-007547	10/15/2026	Brochure

Title and Description	Literature Code	ML Control Number	Expiration Date
Core Bond Fund	N/A	ML25-007776	10/24/2026
Short Duration ETF (NBSD)	N/A	ML25-002041	3/13/2026
Small-Mid Cap ETF (NBSM)	N/A	ML25-003031	4/21/2026
Strategic Income Fund	N/A	ML25-002182	3/19/2026
Quality Equity Fund	N/A	ML25-002291	3/24/2026

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