Investment management is Dodge & Cox’s only business. We are focused on providing U.S., global, and international equity; fixed income; and balanced account management. Strategies: Equity — The philosophy guiding the management of our equity portfolios is built on traditional principles: we maintain a long-term focus, conduct our own research, and employ a rigorous price discipline. Our approach is research-intensive; decisions are based on individual company analysis by our team of investment professionals. Fixed Income — Dodge & Cox’s philosophy is to construct and manage a high average quality portfolio of securities that are selected through bottom-up, fundamental analysis. We believe that by combining fundamental research with a long-term investment horizon it is possible to uncover and act upon inefficiencies in the valuation of market sectors and individual securities. Balanced — Our objective in managing balanced accounts is to provide regular income, conservation of principal, and an opportunity for long-term growth of principal and income. Our strategy is to invest in a diversified portfolio of stocks and fixed income securities. Offerings: Dodge & Cox Funds — Dodge & Cox offers U.S. based investors a simple, low-cost way to own a portfolio of stocks and/or fixed income securities. Private Client Accounts — The private client group serves high net worth individual investors, family offices, and non-profit organizations across the United States through separately managed accounts. Institutional Separate Accounts — A client's investment objectives, asset allocation, and portfolio holdings are reviewed with an experienced portfolio manager and client service associate. To view our U.S. Terms and Conditions of Use, visit: dodgeandcox.com/individual-investor/us/en/terms-and-conditions-of-use.html Non U.S. Investors: Please visit dodgeandcox.com and select the country you live in.

Farallon Capital Management, L.L.C.® is a global institutional asset management firm founded in 1986. We are headquartered in San Francisco and operate globally with offices in London, Singapore, Hong Kong, Tokyo and São Paulo. We invest across asset classes, seeking to achieve superior risk-adjusted returns through a process of bottom-up fundamental analysis that emphasizes capital preservation. While our investment philosophy remains consistent, its execution is flexible, allowing capital to shift among strategies, asset classes, and geographies based on prevailing opportunities.

Founded in 2009 by Marc Andreessen and Ben Horowitz, Andreessen Horowitz (known as "a16z") is a venture capital firm that backs bold entrepreneurs building the future through technology. We are stage agnostic: We invest in seed to late-stage technology companies, across the consumer, enterprise, bio/healthcare, crypto, fintech and games spaces. a16z is defined by respect for the entrepreneur and the entrepreneurial company building process; we know what it’s like to be in the founder’s shoes. The firm is led by general partners, many of whom are former founders/operators, CEOs, or CTOs of successful technology companies, and who have domain expertise ranging from biology to crypto to distributed systems to security to marketplaces to financial services. We aim to connect entrepreneurs, investors, executives, engineers, academics, industry experts, and others in the technology ecosystem. We have built a network of experts including technical and executive talent; top media and marketing resources; Fortune 500/Global 2000 companies; as well as other technology decision makers, influencers, and key opinion leaders. a16z uses this network as part of our commitment to help our portfolio companies grow their business, so our operating teams provide entrepreneurs with access to expertise and insights across the entire spectrum of company building. https://a16z.com/portfolio/ https://a16z.com/podcasts/ https://a16z.com/videos/ http://a16z.com/subscribe

ICONIQ Capital is a global investment firm elevated by an extraordinary community. We seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. Together, we channel ideas, energy, and capital to strive toward a better future.

White Oak Global Advisors, LLC is a leading alternative debt manager specializing in originating and providing financing solutions to support small and middle market enterprises. WOGA and its financing affiliates provide over twenty lending products to the market that include term, asset-based, and equipment loans. Since its inception in 2007, WOGA and its affiliates have deployed over $11 billion across its product lines. More information can be found at www.whiteoaksf.com. Headquartered in San Francisco, White Oak and its affiliates have grown to nearly 500 professionals [2] with offices and personnel throughout the US, UK, and Australia. [1] As of Q3 2023 [2] Includes locations of certain entities beneficially owned by White Oak funds and managed accounts. Specialties: Direct Lending, Senior Term Loans, Asset Based Lending, Equipment Financing, Special Situation Loans, Event Driven Strategies, Account Receivables Management, Credit and Collections Support, Full-Service Factoring Inventory Financing, Invoice Discounting, Supply Chain Financing, Trade Credit Risk Management, and U.S. Import/Export Financing to Small- and Middle-Market Businesses

We are a global firm with offices in 8 countries around the world, around 400 employees globally and almost $40 billion in assets under management. What defines our Orbis family is not those numbers, but how we do things day-by-day, how we add value for our clients, and the values that we live and work by. Our investment philosophy is fundamental, long-term and contrarian. As contrarian investors, we aim to take a different perspective and this filters into everything we do. To invest differently, you need to think differently. And this means having teams of people with different backgrounds, experiences and ways of thinking.

Our Vision To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future. Our Mission To empower financial services entrepreneurs with the tools they need to help families have better futures. www.worldfinancialgroup.com