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

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Remote Service Transfer Agent five-year snapshot.

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TRANSFER AGENT: Five-Year Snapshot - Remote Service Providers (No. of Accounts)
Remote Service Provider 2016 2017 2018 2019 2020
BNY Mellon 1,405 1,175 761 160 160
Envision Financial 955 1,549 2,704 1,302 **
SSC-DST 59,400 55,800 42,600 9,930 **

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