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Fiscal Year 2022 Educational Meeting Results







                                                                     Group                  One-on-one                                       Participant Action
                                      Date           Location        Meeting                Session
                                                                     Attendees              Attendees                Sign-up       Save        Asset     Consol.      TRAK        MMR
                                                                                                                                   More     Allocation

                                       OCT               15                  121                      31                45          60          49          35          18         161


                                      NOV                12                   59                      23                37          22          20          24          16         72


                                       DEC               16                  151                      30                25          33          42          23          18         165


                                       JAN               14                   38                      27                33          22          18          14          15          3


                                       FEB                9                   46                      13                35          14           9          10          12          2


                                       MAR               13                   87                      26                47          18          19          20          16         17


                                       APR               12                   40                      40                27          18          20          11          18          8


                                      MAY                13                   73                      29                48           8          26          22          19         18


                                       JUN               13                   66                      28                39          23          19          23          19         22


                                       JUL               13                  106                      24                23          32          41          26          15          8


                                       AUG               22                  101                      40                17          29          35          30          38         45



                                       SEP                7                   44                      12                17           3          10          10          11          0

                                      Total             159                  932                     323               393         271         308         248        215         521



            FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
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