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                               Q1 2022 Educational Meeting Results                                                                               EDUCATION





                                                                In-person     Individual                       Participant Action
                                                                Group         One-on-one
                                              Date    Location
                                                                Meeting       Session
                                                                                                                  Asset
                                                                Attendees     Attendees         Sign-up    Save   Allocation  Consolidate  TRAK  MMR
                                                                                                           More
                                                       NEBO
                                               2/1     Teams         31                           26        2              4
                                               2/8     Teams                         4                      2       3      1       3
                                               2/9     Teams                         2                      1       1              2
                                               2/14    Teams                         1                      1       1              1
                                               2/15  NEBO 455        15                           9         6              4
                                               2/16    Teams                         2                      1       1              2       1
                                               2/17    Teams
                                               2/22    Teams                         2                      1       1              2       1
                                               2/23    Teams                         2                              2      1       2
                                                9                    46             13            35       14       9      10      12      2



















                               FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
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