Kathleen Shepherd Mehfoud

Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Boston Management & Research (BMR) is an investment management firm headquartered in Boston, Massachusetts. The firm is a subsidiary of Eaton Vance Management, ultimately held by Morgan Stanley (NYSE: MS). BMR was founded in 1924 and provides investment advisory services only to registered investment companies and private funds.

Eaton Vance Short Duration Strategic Income Fund is a non-diversified, closed-end management investment company. The Fund's investment objective is to provide a high level of current income. Its secondary objective is to seek capital appreciation to the extent consistent with its primary goal of high current income. The Fund currently invests in Cash Reserves Fund. The company was founded on November 26, 1990 and is headquartered in Boston, MA.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Part of State Street Corp., State Street Bank Luxembourg SCA is a company that provides fund management services. The company is based in Luxembourg, Luxembourg.

RLJ Development LLC is a Private Equity firm, a subsidiary of RLJ Lodging Trust founded in 2000 by Robert L. Johnson and Tom J. Baltimore. The firm is headquartered in Bethesda.

BT&T Asset Management Ltd. (BT&T-AM) is an independent investment management firm which was established by Walter Meier in 1995. Based in Zurich, Switzerland, the firm manages assets for BT&T TimeLife AG, a closed-end mutual fund.

Mary Washington Healthcare Services, Inc. provides healthcare services. Its services include emergency room and trauma, home-based, imaging, laboratory, outpatient, and surgery services. The firm's specialty services include bones and joints, brain health, cancer care, heart health, and women and children services. The company was founded in 1899 and is headquartered in Fredericksburg, VA.

The Urban Land Institute operates as a non-commercial research organization. It provides leadership in the responsible use of land and in creating and sustaining thriving communities worldwide. The company was founded on December 14, 1936 and is headquartered in Washington, DC.

American Hotel & Lodging Association, Inc. is the largest hotel association in the United States, representing all segments of the industry nationwide. The private company is based in Washington and has subsidiaries in the United States. The American company provides financial assistance to hoteliers through two main programs listed below. The company is focused on enhanced hotel cleaning practices, social interactions, and workplace protocols to meet the new health and safety challenges and expectations presented by COVID-19. Chip Rogers has been the CEO of the company since 2019.

Northern Virginia Technology Council operates as a membership and trade association for the technology community in Northern Virginia. It serves businesses from all sectors of the technology industry, service providers, universities, foreign embassies, non-profit organizations and government agencies. The company is headquartered in Herndon, VA.

The Plasencia Group, Inc. provides financial advisory services. The private company is based in Tampa, FL. The company was founded by Ross H. Bierkan.

Virginia Museum of Fine Arts Foundation raises funds and manages investments. The company was founded in 1976 and is headquartered in Richmond, VA.

Chevo Consulting LLC provides management consulting services. It offers acquisition support, strategic, portfolio, project and financial management. The company was founded by Zaina Sahady and Phil Sahady in December 2002 and is headquartered in Rockville, MD.

The Fredericksburg Regional Chamber of Commerce was founded in 1916. The non-profit company is based in Fredericksburg, VA. The company's main focus is on building relationships and creating competitive advantages for a healthy business environment.

Rangers Sub I LLC provides investment services. The company is headquartered in Bethesda, MD.