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TRANSFER AGENT: Five-Year Snapshot - Full-Service Providers (No. of Accounts)

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Full-Service Transfer Agent five-year snapshot.

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TRANSFER AGENT: Five-Year Snapshot - Full-Service Providers (No. of Accounts)
Full-Service Providers 2016 2017 2018 2019 2020
BNY Mellon 6,429 9,034 6,184 24,443 12,016
NT 499 528 577 N/A **
SSC-DST 6,100 6,100 17,800 13,607 **
UMB 377 351 359 433 499
US BANK 2,333 2,531 2,671 1,005 1,039

Number of accounts listed above are shown in thousands as reported in prior year Service Guides.
Data for 2020 based on open accounts in open-end U.S. mutual funds as of 12/31/19.
** - Not reported
N/A - Not Applicable