| Report Name | Submission ID | FINRA Response Letter | Report Submitted |
| Model Portfolio Report | FR2019-0207-0338/E | View Letter | View PDF |
| Costs & Services Report | FR2019-0207-0335/E | View Letter | View PDF |
| Monitoring Report | FR2020-0901-0103/E | View Letter | View PDF |
| RFP Director | FR2019-0207-0332/E | View Letter | View PDF |
| Proposal Report | FR2019-0207-0329/E | View Letter | View PDF |